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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 17,039 | $6.30M | 1.09% | −163−0.9% | Reduced |
| Stenger Family Office, LLC | 17,085 | $6.32M | 1.31% | +5,372+45.9% | Added |
| Brevan Howard Capital Management LP | 17,158 | $6.35M | 0.12% | −6,258−26.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,168 | $6.35M | 0.07% | −131−0.8% | Reduced |
| Apollon Wealth Management, LLC | 17,184 | $6.36M | 0.11% | +336+2.0% | Added |
| Strategic Planning Group, LLC | 17,343 | $6.42M | 0.83% | +991+6.1% | Added |
| CFC Planning Co LLC | 17,489 | $6.47M | 4.98% | −813−4.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 17,509 | $6.48M | 0.82% | +17,509 | New |
| Vident Advisory, LLC | 17,630 | $6.52M | 0.06% | +30.0% | Added |
| NWK Group, Inc. | 17,746 | $6.57M | 2.28% | +17,746 | New |
| Rayburn West Financial Services LLC | 17,806 | $6.59M | 4.09% | +17,806 | New |
| Callahan Advisors, LLC | 17,829 | $6.60M | 0.54% | +10.0% | Added |
| Pacifica Capital Investments, LLC | 17,993 | $6.66M | 1.81% | −27−0.1% | Reduced |
| Ghe, LLC | 18,002 | $6.66M | 2.21% | +700+4.0% | Added |
| Sagewood Asset Management LP | 18,015 | $6.66M | 2.37% | +18,015 | New |
| Glenview Trust Co | 18,028 | $6.67M | 0.10% | +618+3.5% | Added |
| Montag A & Associates Inc | 18,060 | $6.68M | 0.30% | −1,737−8.8% | Reduced |
| Journey Strategic Wealth LLC | 18,060 | $6.68M | 0.18% | −528−2.8% | Reduced |
| Caldwell Trust Co | 18,105 | $6.70M | 0.60% | +382+2.2% | Added |
| TKG Advisors, LLC | 18,118 | $6.70M | 2.70% | −655−3.5% | Reduced |
| Seizert Capital Partners, LLC | 18,155 | $6.72M | 0.28% | −1,441−7.4% | Reduced |
| Stephens Inc | 18,271 | $6.76M | 0.08% | +262+1.5% | Added |
| Van Eck Associates Corp | 18,278 | $6.76M | 0.01% | +1,169+6.8% | Added |
| L & S Advisors Inc | 18,313 | $6.77M | 0.63% | +8,141+80.0% | Added |
| Banque Cantonale Vaudoise | 18,414 | $6.81M | 0.24% | −3,616−16.4% | Reduced |
| Mirabaud Asset Management Ltd | 22,018 | $6.82M | 3.27% | −2,996−12.0% | Reduced |
| Chase Investment Counsel Corp | 18,447 | $6.82M | 1.91% | +603+3.4% | Added |
| Valeo Financial Advisors, LLC | 18,470 | $6.83M | 0.15% | +505+2.8% | Added |
| Beck Bode, LLC | 18,529 | $6.85M | 1.14% | −658−3.4% | Reduced |
| Chemung Canal Trust Co | 18,623 | $6.89M | 1.36% | −602−3.1% | Reduced |
| Modera Wealth Management, LLC | 18,680 | $6.91M | 0.08% | −598−3.1% | Reduced |
| Mount Vernon Associates Inc | 18,702 | $6.92M | 4.65% | +50+0.3% | Added |
| North Dakota State Investment Board | 18,843 | $6.97M | 0.26% | +18,843 | New |
| Snowden Capital Advisors LLC | 18,868 | $6.98M | 0.18% | +2,166+13.0% | Added |
| Welch Group, LLC | 18,892 | $6.99M | 0.27% | +26+0.1% | Added |
| Courier Capital LLC | 19,095 | $7.06M | 0.40% | −360−1.9% | Reduced |
| BFSG, LLC | 19,205 | $7.10M | 0.69% | −124−0.6% | Reduced |
| Lincoln Capital LLC | 19,260 | $7.13M | 1.29% | +133+0.7% | Added |
| E. Ohman J:or Asset Management AB | 19,447 | $7.19M | 0.17% | −4,349−18.3% | Reduced |
| Spire Wealth Management | 19,461 | $7.20M | 0.24% | +13,445+223.5% | Added |
| Canada Post Corp Registered Pension Plan | 19,508 | $7.22M | 0.27% | +406+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 19,615 | $7.26M | 0.25% | +211+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 19,641 | $7.27M | 0.10% | +7,727+64.9% | Added |
| Intesa Sanpaolo Wealth Management | 19,644 | $7.27M | 1.50% | +19,644 | New |
| Evolve Private Wealth, LLC | 19,667 | $7.28M | 0.43% | +19,667 | New |
| Kerusso Capital Management LLC | 19,730 | $7.30M | 3.37% | +4,713+31.4% | Added |
| Foundations Investment Advisors, LLC | 19,783 | $7.32M | 0.10% | −1,761−8.2% | Reduced |
| ExodusPoint Capital Management, LP | 19,796 | $7.32M | 0.08% | +1,890+10.6% | Added |
| Empirical Finance, LLC | 19,798 | $7.32M | 0.35% | −898−4.3% | Reduced |
| EFG International AG | 19,912 | $7.37M | 0.14% | +19,912 | New |
| Banco Santander, S.A. | 19,948 | $7.38M | 0.06% | −5,375−21.2% | Reduced |
| RH Tailwind Management, LLC | 20,000 | $7.40M | 7.44% | +20,000 | New |
| Ibex Wealth Advisors | 20,029 | $7.41M | 0.73% | +767+4.0% | Added |
| Arkadios Wealth Advisors | 20,060 | $7.42M | 0.15% | +3,877+24.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $7.44M | 1.27% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 20,218 | $7.48M | 0.05% | −488−2.4% | Reduced |
| Hutner Capital Management Inc | 20,409 | $7.55M | 3.15% | −251−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 20,256 | $7.56M | 0.40% | −1,558−7.1% | Reduced |
| Arcadia Investment Management Corp | 20,649 | $7.64M | 1.24% | −2,860−12.2% | Reduced |
| Community Financial Services Group, LLC | 20,783 | $7.69M | 1.41% | −1,465−6.6% | Reduced |
| Coldstream Capital Management Inc | 20,801 | $7.70M | 0.10% | −673−3.1% | Reduced |
| Guggenheim Capital LLC | 20,948 | $7.75M | 0.06% | −1,525−6.8% | Reduced |
| Hi-Line Capital Management, LLC | 20,965 | $7.76M | 2.58% | +1,182+6.0% | Added |
| Verdence Capital Advisors LLC | 20,988 | $7.76M | 0.46% | +232+1.1% | Added |
| F/M Investments LLC | 20,998 | $7.77M | 0.30% | −805−3.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,064 | $7.79M | 0.03% | +12,173+136.9% | Added |
| Summit Trail Advisors, LLC | 21,063 | $7.79M | 0.13% | −2,982−12.4% | Reduced |
| Condor Capital Management | 21,119 | $7.81M | 0.63% | −236−1.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,138 | $7.82M | 0.80% | −107−0.5% | Reduced |
| New Age Alpha Advisors, LLC | 21,169 | $7.83M | 0.34% | −5,590−20.9% | Reduced |
| Fort Sheridan Advisors LLC | 21,284 | $7.87M | 1.00% | +800+3.9% | Added |
| JLB & Associates Inc | 21,294 | $7.88M | 1.06% | +1,802+9.2% | Added |
| AIA Group Ltd | 21,300 | $7.88M | 0.12% | +5,700+36.5% | Added |
| Bailard, Inc. | 21,389 | $7.91M | 0.18% | −1,007−4.5% | Reduced |
| Plato Investment Management Ltd | 21,313 | $7.92M | 0.52% | −486−2.2% | Reduced |
| Chapman Investment Management, LLC | 21,435 | $7.93M | 5.80% | −30.0% | Reduced |
| Fiduciary Group LLC | 21,467 | $7.94M | 0.67% | −56−0.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 21,476 | $7.95M | 2.99% | −2,922−12.0% | Reduced |
| Northstar Group, Inc. | 21,536 | $7.97M | 1.09% | +449+2.1% | Added |
| First Interstate Bank | 21,678 | $8.02M | 0.43% | −912−4.0% | Reduced |
| Sandhill Capital Partners LLC | 21,811 | $8.07M | 0.57% | −871−3.8% | Reduced |
| Bleakley Financial Group, LLC | 21,946 | $8.12M | 0.14% | +6,274+40.0% | Added |
| MUFG Securities EMEA plc | 22,027 | $8.15M | 0.09% | +11,638+112.0% | Added |
| Chicago Trust Co NA | 22,098 | $8.18M | 1.28% | −203−0.9% | Reduced |
| Global X Japan Co., Ltd. | 22,117 | $8.18M | 0.62% | +18,235+469.7% | Added |
| Park Avenue Securities LLC | 22,190 | $8.21M | 0.07% | +328+1.5% | Added |
| Family Management Corp | 22,190 | $8.21M | 1.04% | +20.0% | Added |
| Heritage Trust Co | 22,190 | $8.21M | 0.84% | −1,053−4.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 22,199 | $8.21M | 0.36% | +1,301+6.2% | Added |
| Insight Wealth Strategies, LLC | 22,321 | $8.26M | 0.95% | −683−3.0% | Reduced |
| Wisconsin Capital Management LLC | 22,333 | $8.26M | 4.18% | +87+0.4% | Added |
| Sagespring Wealth Partners, LLC | 22,356 | $8.27M | 0.15% | +1,745+8.5% | Added |
| NorthCrest Asset Manangement, LLC | 21,869 | $8.31M | 0.19% | −59,781−73.2% | Reduced |
| Naples Global Advisors, LLC | 22,459 | $8.31M | 0.62% | −409−1.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $8.33M | 0.57% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 22,511 | $8.33M | 1.59% | −360−1.6% | Reduced |
| Ballentine Partners, LLC | 22,784 | $8.43M | 0.12% | −344−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 24,888 | $8.44M | 0.20% | −2,006−7.5% | Reduced |
| Resources Investment Advisors, LLC. | 22,894 | $8.47M | 0.08% | +6,177+37.0% | Added |
| LGT Group Foundation | 22,750 | $8.49M | 0.09% | +573+2.6% | Added |