American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,021 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q4 2025
Institutional positions in American Express Co as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,043
- +339 vs. Q3 2025
- Shares held
- 586.4M
- +5.58M (+1.0%) vs. Q3 2025
- Total value
- $216.8B
- +$23.9B (+12.4%) vs. Q3 2025
- New holders
- 430
- 1,063 more added
- Sold out
- 91
- 1,125 more reduced
54 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Auxier Asset Management | 6,511 | $2.41M | 0.34% | −475−6.8% | Reduced |
| GLOBALT Investments LLC | 6,539 | $2.42M | 0.09% | −131−2.0% | Reduced |
| BNP Paribas | 6,517 | $2.42M | 0.07% | −29−0.4% | Reduced |
| Caxton Associates LLP | 6,551 | $2.42M | 0.05% | −712−9.8% | Reduced |
| Everhart Financial Group, Inc. | 6,552 | $2.42M | 0.22% | +1,606+32.5% | Added |
| Center for Financial Planning, Inc. | 6,614 | $2.45M | 0.25% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 6,627 | $2.45M | 0.19% | −1,000−13.1% | Reduced |
| Elefante Mark B | 6,642 | $2.46M | 1.51% | +2,134+47.3% | Added |
| Beacon Financial Group | 6,677 | $2.47M | 0.25% | −69−1.0% | Reduced |
| Cypress Wealth Services, LLC | 6,681 | $2.47M | 0.34% | +551+9.0% | Added |
| Eagle Capital Management, LLC | 6,699 | $2.48M | 0.90% | +147+2.2% | Added |
| Chicago Partners Investment Group LLC | 6,853 | $2.48M | 0.06% | +40+0.6% | Added |
| Camden Capital, LLC | 6,747 | $2.50M | 0.16% | +4,008+146.3% | Added |
| First Horizon Corp | 6,758 | $2.50M | 0.11% | +195+3.0% | Added |
| Raab & Moskowitz Asset Management LLC | 6,802 | $2.52M | 0.55% | −30−0.4% | Reduced |
| Advisors Capital Management, LLC | 6,810 | $2.52M | 0.03% | +1,118+19.6% | Added |
| Hall Capital Management Co Inc | 6,819 | $2.52M | 0.97% | +83+1.2% | Added |
| McAdam, LLC | 6,827 | $2.53M | 0.12% | +77+1.1% | Added |
| Bluebird Wealth Management LLC | 6,843 | $2.53M | 2.36% | +6,843 | New |
| Midwest Trust Co | 6,849 | $2.53M | 0.03% | −137−2.0% | Reduced |
| Everett Harris & Co | 6,850 | $2.53M | 0.03% | −75−1.1% | Reduced |
| Baldwin Investment Management, LLC | 6,860 | $2.54M | 0.29% | −77−1.1% | Reduced |
| Symphony Financial, Ltd. Co. | 6,809 | $2.54M | 0.34% | +257+3.9% | Added |
| Nations Financial Group Inc, | 6,875 | $2.54M | 0.13% | +284+4.3% | Added |
| Stock Yards Bank & Trust Co | 6,925 | $2.56M | 0.08% | −120−1.7% | Reduced |
| Intellectus Partners, LLC | 6,935 | $2.57M | 0.50% | −250−3.5% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 7,004 | $2.59M | 0.15% | +7,004 | New |
| Piedmont Capital Management, LLC | 7,012 | $2.59M | 1.71% | +7,012 | New |
| Ossiam | 7,020 | $2.60M | 0.05% | −1,838−20.7% | Reduced |
| Axxcess Wealth Management, LLC | 7,047 | $2.61M | 0.05% | +254+3.7% | Added |
| Ronald Blue Trust, Inc. | 7,054 | $2.61M | 0.03% | −826−10.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,064 | $2.61M | 0.13% | +7,064 | New |
| Beverly Hills Private Wealth, LLC | 7,074 | $2.62M | 0.45% | −149−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 7,075 | $2.62M | 0.08% | −1,132−13.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,098 | $2.63M | 1.45% | +225+3.3% | Added |
| Sunbelt Securities, Inc. | 7,119 | $2.63M | 0.18% | +36+0.5% | Added |
| Spears Abacus Advisors LLC | 7,129 | $2.64M | 0.05% | −730−9.3% | Reduced |
| Boltwood Capital Management | 7,135 | $2.64M | 0.69% | −98−1.4% | Reduced |
| Arjuna Capital | 7,156 | $2.65M | 0.65% | −35−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 7,202 | $2.66M | 0.11% | −11−0.2% | Reduced |
| Balboa Wealth Partners | 7,206 | $2.67M | 0.44% | +188+2.7% | Added |
| Harold Davidson & Associates Inc. | 7,208 | $2.67M | 1.18% | −11−0.2% | Reduced |
| Birinyi Associates Inc | 7,250 | $2.68M | 0.67% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,290 | $2.70M | 0.13% | −919−11.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.71M | 1.15% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,372 | $2.73M | 0.15% | +2,042+38.3% | Added |
| Savvy Advisors, Inc. | 7,402 | $2.74M | 0.09% | +2,327+45.9% | Added |
| Veracity Capital LLC | 7,404 | $2.74M | 0.81% | +20.0% | Added |
| Delaney Dennis R | 7,416 | $2.74M | 1.38% | +2,263+43.9% | Added |
| Dakota Wealth Management | 7,476 | $2.77M | 0.05% | −7,422−49.8% | Reduced |
| Qtron Investments LLC | 7,478 | $2.77M | 0.36% | −1,635−17.9% | Reduced |
| Global Trust Asset Management, LLC | 7,496 | $2.77M | 1.09% | +3,850+105.6% | Added |
| Jackson Wealth Management, LLC | 7,512 | $2.78M | 0.27% | +151+2.1% | Added |
| South Shore Capital Advisors | 7,527 | $2.78M | 2.03% | +7,527 | New |
| National Asset Management, Inc. | 7,546 | $2.79M | 0.13% | +135+1.8% | Added |
| Red Cedar Investment Management, LLC | 7,628 | $2.82M | 0.30% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 7,642 | $2.83M | 0.76% | +137+1.8% | Added |
| Sawgrass Asset Management LLC | 7,647 | $2.83M | 0.35% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 7,652 | $2.83M | 0.08% | −4,599−37.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 7,660 | $2.83M | 0.05% | −160−2.0% | Reduced |
| Moody National Bank Trust Division | 7,662 | $2.83M | 0.27% | −4,595−37.5% | Reduced |
| Blue Capital, Inc. | 7,671 | $2.84M | 2.02% | +7,671 | New |
| VestGen Advisors, LLC | 7,682 | $2.84M | 0.12% | +329+4.5% | Added |
| Oldfather Financial Services, LLC | 7,688 | $2.84M | 0.85% | +175+2.3% | Added |
| ABN AMRO Bank N.V. | 7,670 | $2.84M | 0.03% | +6,760+742.9% | Added |
| Burke & Herbert Bank & Trust Co | 7,702 | $2.85M | 0.79% | −265−3.3% | Reduced |
| Accuvest Global Advisors | 7,705 | $2.85M | 2.10% | −3,615−31.9% | Reduced |
| Mutual Advisors, LLC | 7,710 | $2.85M | 0.06% | +360+4.9% | Added |
| FineMark National Bank & Trust | 7,742 | $2.86M | 0.09% | −504−6.1% | Reduced |
| Rothschild Investment LLC | 7,768 | $2.87M | 0.16% | +23+0.3% | Added |
| PFG Investments, LLC | 7,782 | $2.88M | 0.14% | +908+13.2% | Added |
| Mengis Capital Management, Inc. | 7,790 | $2.88M | 0.51% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 7,832 | $2.90M | 0.42% | −75−0.9% | Reduced |
| Gateway Investment Advisers LLC | 7,854 | $2.91M | 0.03% | +654+9.1% | Added |
| Signature Wealth Management Group | 7,855 | $2.91M | 1.18% | −861−9.9% | Reduced |
| Vivid Wealth Management, LLC | 7,869 | $2.91M | 1.13% | −183−2.3% | Reduced |
| Xcel Wealth Management, LLC | 7,878 | $2.91M | 0.75% | −2,065−20.8% | Reduced |
| Huntleigh Advisors, Inc. | 7,879 | $2.91M | 0.49% | +820+11.6% | Added |
| GFG Capital, LLC | 7,894 | $2.92M | 1.04% | −282−3.4% | Reduced |
| Hilltop National Bank | 7,902 | $2.92M | 0.71% | −4−0.1% | Reduced |
| WBI Investments | 7,910 | $2.93M | 0.76% | +1,329+20.2% | Added |
| Notis-McConarty Edward | 7,944 | $2.94M | 1.36% | +2,640+49.8% | Added |
| Holderness Investments Co | 7,965 | $2.95M | 0.60% | +208+2.7% | Added |
| Pinnacle Wealth Management, LLC | 7,966 | $2.95M | 1.98% | +110+1.4% | Added |
| Dover Advisors, LLC | 7,977 | $2.95M | 1.14% | +29+0.4% | Added |
| Lebenthal Global Advisors, LLC | 7,990 | $2.96M | 0.46% | +778+10.8% | Added |
| Dempze Nancy E | 8,011 | $2.96M | 1.54% | +2,953+58.4% | Added |
| IFG Advisory, LLC | 8,020 | $2.97M | 0.13% | −43−0.5% | Reduced |
| Forum Financial Management, LP | 8,046 | $2.98M | 0.04% | −43−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,088 | $2.99M | 0.23% | +26+0.3% | Added |
| Sterling Capital Management LLC | 8,103 | $3.00M | 0.05% | −862−9.6% | Reduced |
| J. Safra Sarasin Holding AG | 8,118 | $3.00M | 0.05% | +6,711+477.0% | Added |
| Elite Wealth Management, Inc. | 8,130 | $3.01M | 0.82% | −188−2.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,132 | $3.01M | 1.40% | +227+2.9% | Added |
| Triad Investment Management | 8,138 | $3.01M | 3.05% | +8,138 | New |
| Icon Wealth Advisors, LLC | 8,214 | $3.02M | 0.20% | +586+7.7% | Added |
| Concentric Capital Strategies, LP | 8,172 | $3.02M | 0.16% | +8,172 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8,187 | $3.03M | 0.01% | +1,918+30.6% | Added |
| Accent Capital Management, LLC | 8,194 | $3.03M | 1.30% | 00.0% | Unchanged |
| Bank of Stockton | 8,210 | $3.04M | 0.87% | −80−1.0% | Reduced |