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 |
|---|---|---|---|---|---|
| Howard Capital Management Group, LLC | 8,226 | $3.04M | 0.19% | −200−2.4% | Reduced |
| Mather Group, LLC. | 8,240 | $3.05M | 0.03% | +1,344+19.5% | Added |
| Ferguson Wellman Capital Management, Inc | 8,245 | $3.05M | 0.05% | −1,353−14.1% | Reduced |
| Financial Security Advisor, Inc. | 8,309 | $3.07M | 0.59% | −729−8.1% | Reduced |
| Bridgewater Advisors Inc. | 8,567 | $3.08M | 0.20% | +73+0.9% | Added |
| Natural Investments, LLC | 8,319 | $3.08M | 0.77% | −10.0% | Reduced |
| Farringdon Capital, Ltd. | 8,320 | $3.08M | 0.76% | +4,174+100.7% | Added |
| New England Asset Management Inc | 8,340 | $3.09M | 0.40% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8,348 | $3.09M | 0.53% | −329−3.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,356 | $3.09M | 0.33% | −15−0.2% | Reduced |
| Tealwood Asset Management Inc | 8,400 | $3.11M | 1.39% | +5+0.1% | Added |
| Beaumont Financial Advisors, LLC | 8,406 | $3.11M | 0.20% | −39−0.5% | Reduced |
| ProVise Management Group, LLC | 8,427 | $3.12M | 0.22% | −182−2.1% | Reduced |
| Western Wealth Management, LLC | 8,429 | $3.12M | 0.14% | −22−0.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,435 | $3.12M | 1.04% | −249−2.9% | Reduced |
| Cannon Advisors, Inc. | 8,718 | $3.12M | 2.20% | −590−6.3% | Reduced |
| SOA Wealth Advisors, LLC. | 8,459 | $3.13M | 0.53% | −100−1.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,487 | $3.14M | 1.75% | −711−7.7% | Reduced |
| Bigelow Investment Advisors, LLC | 8,493 | $3.14M | 1.23% | −186−2.1% | Reduced |
| TCW Group Inc | 8,498 | $3.14M | 0.02% | +8,498 | New |
| Delta Accumulation, LLC | 8,500 | $3.14M | 3.20% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 8,530 | $3.16M | 1.30% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 8,534 | $3.16M | 1.27% | −800−8.6% | Reduced |
| Hardy Reed LLC | 8,536 | $3.16M | 0.23% | +15+0.2% | Added |
| Syon Capital LLC | 8,547 | $3.16M | 0.16% | +628+7.9% | Added |
| Woodmont Investment Counsel LLC | 8,561 | $3.17M | 0.20% | +35+0.4% | Added |
| Berkshire Asset Management LLC | 8,563 | $3.17M | 0.14% | −91−1.1% | Reduced |
| Principle Wealth Partners LLC | 8,597 | $3.18M | 0.18% | +43+0.5% | Added |
| Private Wealth Partners, LLC | 8,602 | $3.18M | 0.23% | −2,001−18.9% | Reduced |
| BCS Private Wealth Management, Inc. | 8,650 | $3.20M | 1.09% | −671−7.2% | Reduced |
| NTV Asset Management LLC | 8,655 | $3.20M | 0.34% | −550−6.0% | Reduced |
| Fire Capital Management LLC | 8,677 | $3.21M | 1.60% | −805−8.5% | Reduced |
| Red Door Wealth Management, LLC | 8,750 | $3.24M | 0.34% | +924+11.8% | Added |
| Pinnacle Holdings, LLC | 8,752 | $3.24M | 1.09% | −93−1.1% | Reduced |
| Bank of New Hampshire | 8,763 | $3.24M | 0.73% | −220−2.4% | Reduced |
| Anchor Investment Management, LLC | 8,765 | $3.24M | 0.26% | −384−4.2% | Reduced |
| Fulton Bank, N.A. | 8,782 | $3.25M | 0.11% | +156+1.8% | Added |
| Two Sigma Securities, LLC | 8,798 | $3.25M | 0.45% | +5,903+203.9% | Added |
| Personal Cfo Solutions, LLC | 8,850 | $3.27M | 0.52% | −452−4.9% | Reduced |
| Bridgeway Capital Management, LLC | 8,850 | $3.27M | 0.07% | −50−0.6% | Reduced |
| SBI Securities Co., Ltd. | 8,904 | $3.29M | 0.08% | −259−2.8% | Reduced |
| Fiduciary Family Office, LLC | 8,920 | $3.30M | 0.95% | −36−0.4% | Reduced |
| Massmutual Trust Co FSB | 8,939 | $3.31M | 0.09% | −329−3.5% | Reduced |
| Ambassador Advisors, LLC | 8,981 | $3.32M | 0.49% | +8,981 | New |
| Guardian Capital LP | 8,988 | $3.33M | 0.10% | −600−6.3% | Reduced |
| IFC Advisors LLC | 9,022 | $3.34M | 0.49% | −74−0.8% | Reduced |
| Catalytic Wealth RIA, LLC | 9,031 | $3.34M | 0.12% | −2,876−24.2% | Reduced |
| Ostrum Asset Management | 9,033 | $3.34M | 0.16% | −1,708−15.9% | Reduced |
| Mindset Wealth Management, LLC | 9,039 | $3.34M | 0.88% | +154+1.7% | Added |
| Trustco Bank Corp N Y | 9,045 | $3.35M | 3.02% | −100−1.1% | Reduced |
| Eads & Heald Wealth Management | 9,076 | $3.36M | 1.62% | −293−3.1% | Reduced |
| Cito Capital Group, LLC | 9,105 | $3.37M | 0.98% | −250−2.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,109 | $3.37M | 0.10% | −65−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 9,129 | $3.38M | 0.03% | −1,055−10.4% | Reduced |
| Banque Pictet & Cie SA | 9,141 | $3.38M | 0.03% | −3,972−30.3% | Reduced |
| Pettee Investors, Inc. | 9,143 | $3.38M | 1.90% | +25+0.3% | Added |
| Prosperity Consulting Group, LLC | 9,155 | $3.39M | 0.15% | +88+1.0% | Added |
| Hartford Funds Management Co LLC | 9,167 | $3.39M | 0.28% | +1,238+15.6% | Added |
| Lodestone Wealth Management LLC | 9,196 | $3.40M | 1.39% | −269−2.8% | Reduced |
| Twin Capital Management Inc | 9,214 | $3.41M | 0.42% | +821+9.8% | Added |
| Applied Capital LLC | 9,224 | $3.41M | 2.34% | +30+0.3% | Added |
| Castellan Group, LLC | 9,237 | $3.42M | 0.43% | +9,237 | New |
| NVWM, LLC | 9,251 | $3.42M | 0.74% | −309−3.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,272 | $3.43M | 1.60% | +10.0% | Added |
| Intrinsic Value Partners, LLC | 9,293 | $3.44M | 2.58% | −649−6.5% | Reduced |
| Tema ETFs LLC | 9,322 | $3.45M | 0.27% | −24−0.3% | Reduced |
| Rathbone Brothers plc | 9,420 | $3.48M | 0.01% | −101−1.1% | Reduced |
| Peak Financial Advisors LLC | 9,543 | $3.53M | 1.59% | −784−7.6% | Reduced |
| Guided Capital Wealth Management, LLC | 9,545 | $3.53M | 2.47% | +3,010+46.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,547 | $3.53M | 0.01% | −70,725−88.1% | Reduced |
| TAGStone Capital, Inc. | 9,557 | $3.54M | 1.32% | −200−2.0% | Reduced |
| Parkshore Wealth Management, Inc. | 9,558 | $3.54M | 1.33% | +17+0.2% | Added |
| AlTi Global, Inc. | 9,564 | $3.54M | 0.08% | −12,793−57.2% | Reduced |
| Rehmann Capital Advisory Group | 9,569 | $3.54M | 0.18% | −127−1.3% | Reduced |
| Peoples Financial Services Corp. | 9,574 | $3.54M | 1.65% | −799−7.7% | Reduced |
| Institute for Wealth Management, LLC. | 9,598 | $3.55M | 0.38% | −116−1.2% | Reduced |
| RMR Wealth Builders | 9,614 | $3.56M | 0.28% | +706+7.9% | Added |
| Azimuth Capital Investment Management LLC | 9,642 | $3.57M | 0.13% | −710−6.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,683 | $3.58M | 0.09% | +174+1.8% | Added |
| IFP Advisors, Inc | 9,700 | $3.59M | 0.08% | +3,678+61.1% | Added |
| West Michigan Advisors, LLC | 9,706 | $3.59M | 0.82% | +677+7.5% | Added |
| QV Investors Inc. | 9,720 | $3.60M | 0.29% | −780−7.4% | Reduced |
| Carl P. Sherr & Co., LLC | 10,214 | $3.60M | 1.61% | −27−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 9,753 | $3.61M | 0.26% | −152−1.5% | Reduced |
| KWB Wealth | 9,764 | $3.61M | 0.34% | −86−0.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,770 | $3.61M | 0.17% | +9,770 | New |
| Lindsell Train LtdSuperinvestorLindsell Train | 9,800 | $3.63M | 0.09% | −400−3.9% | Reduced |
| Moors & Cabot, Inc. | 9,816 | $3.63M | 0.16% | −127−1.3% | Reduced |
| HBK Sorce Advisory LLC | 10,121 | $3.64M | 0.08% | −175−1.7% | Reduced |
| Atomi Financial Group, Inc. | 9,842 | $3.64M | 0.11% | +1,190+13.8% | Added |
| Inlet Private Wealth, LLC | 9,845 | $3.64M | 0.84% | 00.0% | Unchanged |
| Doheny Asset Management | 9,861 | $3.65M | 2.23% | 00.0% | Unchanged |
| Western Financial Corp | 9,867 | $3.65M | 1.45% | −159−1.6% | Reduced |
| Broderick Brian C | 9,903 | $3.66M | 0.69% | +2,546+34.6% | Added |
| Wolff Wiese Magana LLC | 9,906 | $3.66M | 2.01% | +130+1.3% | Added |
| Sawyer & Company, Inc | 9,923 | $3.67M | 1.30% | −172−1.7% | Reduced |
| PCJ Investment Counsel Ltd. | 9,940 | $3.68M | 0.91% | +9,940 | New |
| Knuff & Co LLC | 9,950 | $3.68M | 1.08% | +106+1.1% | Added |
| Marshall Wace, LLP | 9,954 | $3.68M | 0.00% | +3,954+65.9% | Added |
| Union Heritage Capital, LLC | 9,968 | $3.69M | 1.25% | 00.0% | Unchanged |