Skip to main content

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; 3,022 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
1,126 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.

Institutional holdersQ4 2025: 3,043 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2025: $216.8B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2025.

Institutions holding AXP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MSH Capital Advisors LLC564$208.7K0.04%+564New
Avion Wealth565$209.0K0.04%−133−19.1%Reduced
William B. Walkup & Associates, Inc.565$209.0K0.11%00.0%Unchanged
Coyle Financial Counsel LLC565$209.0K0.04%+565New
Capital Planning Advisors, LLC565$209.0K0.03%+565New
WestHill Financial Advisors, Inc.565$209.0K0.04%+565New
Wright Wealth LLC567$209.7K0.14%+567New
Stonehaven Wealth & Tax Solutions, LLC567$209.8K0.19%−526−48.1%Reduced
REAP Financial Group, LLC569$210.6K0.04%+68+13.6%Added
Occidental Asset Management, LLC570$210.9K0.03%−210−26.9%Reduced
Michael S. Ryan, Inc.570$210.9K0.12%+570New
Awm Capital, LLC570$211.2K0.02%+570New
Luts & Greenleigh Group, Inc571$211.2K0.18%+571New
Sun Group Wealth Partners571$211.4K0.17%+571New
TrueWealth Advisors, LLC571$211.4K0.05%+571New
BlackDiamond Wealth Management Inc.589$211.8K0.10%+589New
Long Road Investment Counsel, LLC573$212.0K0.08%+573New
Aspen Grove Capital, LLC574$212.4K0.04%+574New
Hutchinson Capital Management574$212.4K0.04%+574New
Paulson Wealth Management Inc.575$212.7K0.05%+575New
Tranquility Partners, LLC575$212.7K0.08%+575New
Snowwater Investment Partners, LLC575$212.7K0.20%+575New
Trifecta Capital Advisors, LLC575$212.7K0.03%−41−6.7%Reduced
Coppell Advisory Solutions LLC570$212.8K0.02%+570New
Mezzasalma Advisors, LLC572$213.2K0.05%+572New
Eagle Strategies LLC577$213.4K0.03%+577New
Holistic Planning, LLC577$213.4K0.05%+577New
Fca Corp577$213.5K0.06%+577New
DGS Capital Management, LLC578$213.8K0.04%+578New
Charter Research & Investment Group, Inc.580$214.6K0.14%+580New
Probity Advisors, Inc.580$214.6K0.03%+580New
Phillips Financial Management, LLC581$214.9K0.01%+581New
CGC Financial Services, LLC582$215.3K0.06%00.0%Unchanged
Crestmont Private Wealth LLC582$215.3K0.07%+582New
ForthRight Wealth Management, LLC582$215.5K0.06%+582New
Meridian Wealth Partners, LLC584$215.9K0.03%+584New
Harbor Advisory Corp584$216.1K0.07%+584New
Principal Street Partners, LLC585$216.5K0.04%+585New
Lionshead Wealth Management, LLC586$216.8K0.16%−59−9.1%Reduced
Westwood Wealth Management586$216.8K0.16%+586New
LRI Investments, LLC586$216.8K0.02%+3+0.5%Added
PUREfi Wealth, LLC587$217.2K0.17%+587New
Golden Reserve Retirement LLC587$217.3K0.04%+587New
Fortis Advisors, LLC588$217.5K0.12%+588New
Avid Wealth Partners LLC588$217.5K0.11%+588New
Cfo Capital Management LLC589$217.9K0.16%+589New
FMB Wealth Management589$218.0K0.09%−57−8.8%Reduced
Signet Private Wealth LLC590$218.1K0.21%+590New
Lavaca Capital LLC590$218.3K0.04%00.0%Unchanged
LJI Wealth Management, LLC591$218.6K0.03%+591New
First American Trust, FSB592$218.9K0.02%−10−1.7%Reduced
Redhawk Wealth Advisors, Inc.593$219.3K0.02%+593New
Cogent Private Wealth, Inc.593$219.4K0.17%+593New
Riversedge Advisors, LLC596$220.4K0.04%+596New
Cadinha & Co LLC596$220.5K0.03%+596New
MBA Advisors LLC596$220.5K0.09%+596New
Summitry LLC596$220.5K0.01%+596New
Dutch Asset Corp596$221.0K0.17%+596New
Mma Asset Management LLC598$221.2K0.08%+598New
Blalock Williams, LLC599$221.6K0.18%+599New
Staley Capital Advisers Inc600$222.0K0.01%+600New
Marathon Capital Management600$222.0K0.05%+600New
Farmers Trust Co600$222.0K0.04%+600New
Aull & Monroe Investment Management Corp600$222.0K0.11%+600New
Pinnacle Family Advisors, LLC600$222.0K0.10%+600New
Ridge Creek Global, Inc600$222.0K0.19%+600New
Monetary Solutions, Ltd600$222.0K0.22%+600New
Warwick Investment Management, Inc.601$222.3K0.03%−75−11.1%Reduced
West Paces Advisors Inc.601$222.3K0.04%+601New
Biltmore Family Office, LLC602$222.7K0.03%−12−2.0%Reduced
Central Valley Advisors, LLC602$222.7K0.07%+602New
Rachor Investment Advisory Services, LLC603$223.1K0.12%+603New
Generations Wealth, LLC604$223.4K0.23%+604New
Kentucky Trust Co605$223.8K0.12%00.0%Unchanged
Clearwave Capital, LLC606$224.1K0.17%+606New
Capital Planning LLC600$224.1K0.06%+600New
Lakeshore Financial Planning, Inc.606$224.3K0.08%+606New
Wealth Dimensions Group, Ltd.608$224.9K0.04%+608New
KW Wealth Management LLC608$224.9K0.34%+608New
Regimen Wealth, LLC608$225.0K0.07%+1+0.2%Added
1620 Investment Advisors, Inc.608$225.1K0.15%−31−4.9%Reduced
Kohmann Bosshard Financial Services, LLC609$225.3K0.02%00.0%Unchanged
BLVD Private Wealth, LLC609$225.3K0.20%00.0%Unchanged
Strategic Financial Services, Inc,628$225.5K0.01%00.0%Unchanged
Sbe LLC Dba Cedar Cove Wealth Partners610$225.6K0.12%+610New
Kahn Brothers Group Inc610$225.7K0.04%−540−47.0%Reduced
BCJ Capital Management, LLC610$225.7K0.01%−102−14.3%Reduced
Advisory Resource Group610$225.7K0.04%00.0%Unchanged
Dumont & Blake Investment Advisors LLC610$226.0K0.05%+610New
Cape Investment Advisory, Inc.612$226.5K0.07%+533+674.7%Added
Bennett Associates Wealth Management613$226.8K0.16%+613New
Richard P Slaughter Associates Inc615$227.5K0.05%+615New
Wayfinding Financial, LLC619$228.0K0.10%+11+1.8%Added
Bullock Wealth Management Group616$228.1K0.11%00.0%Unchanged
Connors Investor Services Inc618$228.6K0.02%−172−21.8%Reduced
Empirical Asset Management, LLC2,555$228.7K0.06%+2,555New
Magnolia Capital Advisors LLC618$228.7K0.05%−64−9.4%Reduced
Romano Brothers and Company619$229.0K0.03%00.0%Unchanged
Stonebridge Financial Group, LLC619$229.1K0.20%+619New
Professional Financial Advisors, LLC620$229.4K0.05%00.0%Unchanged