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 |
|---|---|---|---|---|---|
| Galilei Investment Office LLP | 9,974 | $3.69M | 1.74% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,990 | $3.70M | 1.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 9,990 | $3.70M | 0.33% | −100−1.0% | Reduced |
| Cunning Capital Partners, LP | 10,012 | $3.70M | 1.71% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,026 | $3.71M | 0.14% | −67−0.7% | Reduced |
| Osborne Partners Capital Management, LLC | 10,027 | $3.71M | 0.19% | −98−1.0% | Reduced |
| Profund Advisors LLC | 10,067 | $3.72M | 0.11% | −1,741−14.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,390 | $3.73M | 0.53% | −112−1.1% | Reduced |
| Argent Advisors, Inc. | 10,142 | $3.75M | 1.05% | −158−1.5% | Reduced |
| Bank Ozk | 10,178 | $3.77M | 1.33% | −37−0.4% | Reduced |
| Capital International Ltd | 10,305 | $3.81M | 0.13% | +10,305 | New |
| KCM Investment Advisors LLC | 10,400 | $3.85M | 0.12% | −546−5.0% | Reduced |
| Smartleaf Asset Management LLC | 10,304 | $3.85M | 0.15% | +1,886+22.4% | Added |
| Connable Office Inc | 10,420 | $3.85M | 0.35% | −43−0.4% | Reduced |
| Smithfield Trust Co | 10,489 | $3.88M | 0.17% | −40.0% | Reduced |
| Mission Wealth Management, LP | 10,492 | $3.88M | 0.08% | +133+1.3% | Added |
| St. Johns Investment Management Company, LLC | 10,513 | $3.89M | 1.62% | −444−4.1% | Reduced |
| Webster Bank, N. A. | 10,565 | $3.91M | 0.37% | +277+2.7% | Added |
| Penn Davis McFarland Inc | 10,576 | $3.91M | 0.37% | −40.0% | Reduced |
| Dynasty Wealth Management, LLC | 10,608 | $3.92M | 0.04% | +751+7.6% | Added |
| Sigma Planning Corp | 10,610 | $3.93M | 0.11% | +76+0.7% | Added |
| AustralianSuper Pty Ltd | 10,635 | $3.93M | 0.02% | +1,075+11.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 10,647 | $3.94M | 1.10% | −264−2.4% | Reduced |
| Cornerstone Planning, LLC | 10,613 | $3.94M | 0.91% | +10,613 | New |
| Arista Wealth Management, LLC | 10,672 | $3.95M | 0.49% | −165−1.5% | Reduced |
| RB Capital Management, LLC | 10,703 | $3.96M | 0.80% | +1,098+11.4% | Added |
| Parkside Financial Bank & Trust | 10,704 | $3.96M | 0.30% | −49−0.5% | Reduced |
| Texas Bank & Trust Co | 10,711 | $3.96M | 1.44% | −162−1.5% | Reduced |
| Conscious Wealth Investments, LLC | 11,219 | $3.98M | 2.39% | −743−6.2% | Reduced |
| Diversify Advisory Services, LLC | 10,937 | $3.99M | 0.13% | −81−0.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,795 | $3.99M | 2.28% | −390−3.5% | Reduced |
| Bull Street Advisors, LLC | 10,828 | $4.01M | 1.86% | −602−5.3% | Reduced |
| Cullen Investment Group, Ltd. | 10,667 | $4.01M | 0.52% | −531−4.7% | Reduced |
| G&S Capital LLC | 10,835 | $4.01M | 1.42% | −409−3.6% | Reduced |
| Skopos Labs, Inc. | 10,755 | $4.04M | 0.19% | +3,787+54.3% | Added |
| IKE Capital, LLC | 10,949 | $4.05M | 3.53% | +10,949 | New |
| Fruth Investment Management | 10,980 | $4.06M | 1.10% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $4.07M | 0.81% | 00.0% | Unchanged |
| Titiun Yejiel | 11,000 | $4.07M | 5.01% | +11,000 | New |
| Venturi Wealth Management, LLC | 11,014 | $4.07M | 0.18% | +258+2.4% | Added |
| Kidder Stephen W | 11,118 | $4.11M | 1.16% | +4,502+68.0% | Added |
| Vestcor Inc | 11,121 | $4.11M | 0.12% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 11,186 | $4.14M | 0.37% | −736−6.2% | Reduced |
| Daymark Wealth Partners, LLC | 11,250 | $4.16M | 0.13% | −158−1.4% | Reduced |
| Jacobi Capital Management LLC | 11,288 | $4.18M | 0.24% | −126−1.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,296 | $4.18M | 0.08% | −90−0.8% | Reduced |
| Family Capital Trust Co | 11,322 | $4.19M | 1.37% | −125−1.1% | Reduced |
| Game Plan Financial Advisors, LLC | 11,392 | $4.21M | 1.69% | −24−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,397 | $4.22M | 0.21% | +6+0.1% | Added |
| Integrated Advisors Network LLC | 11,402 | $4.22M | 0.19% | −848−6.9% | Reduced |
| 2Xideas AG | 11,461 | $4.24M | 1.19% | −3,699−24.4% | Reduced |
| Empower Advisory Group, LLC | 11,509 | $4.26M | 0.01% | +1,353+13.3% | Added |
| Aristotle Capital Management, LLC | 11,530 | $4.27M | 0.01% | 00.0% | Unchanged |
| Asio Capital, LLC | 11,561 | $4.28M | 0.60% | +380+3.4% | Added |
| Independent Financial Group, LLC | 11,586 | $4.29M | 0.10% | −572−4.7% | Reduced |
| SCS Capital Management LLC | 11,627 | $4.30M | 0.05% | −41−0.4% | Reduced |
| Invesco, LLC | 11,640 | $4.31M | 1.45% | −1,128−8.8% | Reduced |
| Diversify Wealth Management, LLC | 12,062 | $4.32M | 0.20% | −266−2.2% | Reduced |
| Plimoth Trust Co LLC | 11,703 | $4.33M | 0.96% | −39−0.3% | Reduced |
| Virtu Financial LLC | 11,758 | $4.35M | 0.17% | +11,758 | New |
| Boston Common Asset Management, LLC | 11,759 | $4.35M | 0.26% | −10,129−46.3% | Reduced |
| Trust Co of Toledo NA | 11,761 | $4.35M | 0.43% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 11,800 | $4.37M | 1.86% | −169−1.4% | Reduced |
| Great Lakes Retirement, Inc. | 11,802 | $4.37M | 0.45% | +74+0.6% | Added |
| Wesbanco Bank Inc | 11,814 | $4.37M | 0.12% | −719−5.7% | Reduced |
| Pensionmark Financial Group, LLC | 11,846 | $4.38M | 0.07% | +3,220+37.3% | Added |
| Columbia Asset Management | 11,858 | $4.39M | 0.78% | +10.0% | Added |
| Insight Inv LLC | 11,864 | $4.39M | 2.46% | −110−0.9% | Reduced |
| Karani Asset Management LLC | 11,879 | $4.39M | 3.85% | −527−4.2% | Reduced |
| Harbor Capital Advisors, Inc. | 11,893 | $4.40M | 0.34% | −19−0.2% | Reduced |
| Level Four Advisory Services, LLC | 11,892 | $4.40M | 0.14% | +2,014+20.4% | Added |
| Sargent Investment Group, LLC | 11,974 | $4.43M | 0.56% | +18+0.2% | Added |
| Hillsdale Investment Management Inc. | 11,980 | $4.43M | 0.12% | +3,440+40.3% | Added |
| Independent Investors Inc | 12,000 | $4.44M | 0.82% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,006 | $4.44M | 0.16% | +1,402+13.2% | Added |
| Salvus Wealth Management, LLC | 12,083 | $4.47M | 2.50% | +65+0.5% | Added |
| BDF-Gestion | 12,086 | $4.47M | 0.55% | −806−6.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 12,160 | $4.50M | 0.05% | −1,472−10.8% | Reduced |
| Evoke Wealth, LLC | 12,177 | $4.50M | 0.09% | +1,341+12.4% | Added |
| Ashton Thomas Private Wealth, LLC | 12,212 | $4.52M | 0.11% | +2,472+25.4% | Added |
| Woodbridge Co Ltd | 12,224 | $4.52M | 0.01% | +12,224 | New |
| Banyan Capital Management, Inc. | 12,251 | $4.53M | 1.97% | −80−0.6% | Reduced |
| GTS Securities LLC | 12,365 | $4.57M | 0.16% | +7,853+174.0% | Added |
| Teachers Insurance & Annuity Association of America | 12,430 | $4.60M | 5.40% | −187−1.5% | Reduced |
| Dark Forest Capital Management LP | 12,458 | $4.61M | 0.21% | −18,370−59.6% | Reduced |
| Compass Wealth Management LLC | 12,563 | $4.65M | 1.16% | −572−4.4% | Reduced |
| Wedmont Private Capital | 12,295 | $4.65M | 0.16% | +110+0.9% | Added |
| Investment Advisory Services Inc | 12,596 | $4.66M | 1.46% | −59−0.5% | Reduced |
| BLB&B Advisors, LLC | 12,699 | $4.70M | 0.20% | −104−0.8% | Reduced |
| IHT Wealth Management, LLC | 12,736 | $4.71M | 0.11% | +2,312+22.2% | Added |
| Jennison Associates LLC | 12,820 | $4.74M | 0.00% | +8,094+171.3% | Added |
| Greenfield Savings Bank | 12,842 | $4.75M | 2.00% | −176−1.4% | Reduced |
| Strata Wealth Advisors, LLC | 12,844 | $4.75M | 1.32% | +10.0% | Added |
| Boston Family Office LLC | 12,910 | $4.78M | 0.30% | −195−1.5% | Reduced |
| Horizon Investment Services, LLC | 12,921 | $4.78M | 1.72% | +543+4.4% | Added |
| Jefferies Financial Group Inc. | 12,922 | $4.78M | 0.04% | −22,408−63.4% | Reduced |
| Smith, Salley & Associates | 12,948 | $4.79M | 0.24% | +10.0% | Added |
| TD Private Client Wealth LLC | 12,951 | $4.79M | 0.10% | −856−6.2% | Reduced |
| RFG Advisory, LLC | 13,090 | $4.84M | 0.09% | +1,088+9.1% | Added |
| Midwest Professional Planners, LTD. | 13,095 | $4.84M | 1.15% | +540+4.3% | Added |