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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| Traveka Wealth, LLC | 621 | $229.7K | 0.09% | +6+1.0% | Added |
| Towerpoint Wealth, LLC | 624 | $230.9K | 0.09% | −9−1.4% | Reduced |
| Nichols & Pratt Advisers LLP | 625 | $231.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 611 | $232.1K | 0.02% | −97−13.7% | Reduced |
| Vision Capital Management, Inc. | 631 | $233.4K | 0.03% | +13+2.1% | Added |
| Canal Capital Management, LLC | 632 | $233.7K | 0.03% | +1+0.2% | Added |
| Gilliland Jeter Wealth Management LLC | 633 | $234.1K | 0.07% | +29+4.8% | Added |
| IVC Wealth Advisors LLC | 633 | $234.2K | 0.10% | +633 | New |
| Thrive Capital Management, LLC | 633 | $234.2K | 0.05% | +17+2.8% | Added |
| Mosaic Family Wealth Partners, LLC | 634 | $234.5K | 0.03% | −2−0.3% | Reduced |
| Western Pacific Wealth Management, LP | 634 | $234.5K | 0.23% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 634 | $234.7K | 0.03% | +634 | New |
| Jackson Thornton Asset Management, LLC | 612 | $234.7K | 0.02% | +612 | New |
| Carrera Capital Advisors | 635 | $235.0K | 0.04% | +635 | New |
| Crown Wealth Group, LLC | 636 | $235.3K | 0.07% | +636 | New |
| Sepio Capital, LP | 637 | $235.7K | 0.01% | +637 | New |
| WealthCollab, LLC | 638 | $236.0K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 638 | $236.1K | 0.05% | +638 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $236.8K | 0.06% | 00.0% | Unchanged |
| Verum Partners LLC | 640 | $236.9K | 0.05% | +16+2.6% | Added |
| Titleist Asset Management, LLC | 643 | $237.9K | 0.02% | +643 | New |
| Second Half Financial Partners, LLC | 646 | $239.0K | 0.11% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 647 | $239.4K | 0.25% | +647 | New |
| Kondo Wealth Advisors, Inc. | 647 | $239.4K | 0.09% | −3−0.5% | Reduced |
| Congress Park Capital LLC | 648 | $239.7K | 0.07% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 650 | $240.0K | 0.03% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 651 | $240.0K | 0.14% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 650 | $240.5K | 0.13% | 00.0% | Unchanged |
| KTF Investments, LLC | 650 | $240.5K | 0.04% | +650 | New |
| Potentia Wealth | 650 | $240.5K | 0.09% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 652 | $241.2K | 0.05% | 00.0% | Unchanged |
| Kennedy Investment Group | 654 | $241.8K | 0.09% | −10−1.5% | Reduced |
| Single Point Partners, LLC | 654 | $241.9K | 0.05% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 654 | $242.1K | 0.02% | −6−0.9% | Reduced |
| Holcombe Financial, Inc. | 655 | $242.3K | 0.15% | −57−8.0% | Reduced |
| David J Yvars Group | 655 | $242.3K | 0.13% | −120−15.5% | Reduced |
| Hall Laurie J Trustee | 656 | $242.7K | 0.08% | −33−4.8% | Reduced |
| GW Henssler & Associates Ltd | 657 | $243.1K | 0.01% | −3−0.5% | Reduced |
| Sensenig Capital Advisors, Inc | 658 | $243.4K | 0.25% | +658 | New |
| Fusion Capital, LLC | 658 | $243.5K | 0.07% | +1+0.2% | Added |
| Syntegra Private Wealth Group, LLC | 659 | $243.8K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 660 | $244.2K | 0.05% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 660 | $244.2K | 0.07% | +660 | New |
| Breakthru Advisory Services, LLC | 663 | $245.3K | 0.16% | +11+1.7% | Added |
| Financial Advisory Service, Inc. | 665 | $245.9K | 0.02% | −2−0.3% | Reduced |
| Bogart Wealth, LLC | 667 | $246.7K | 0.01% | −20−2.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 686 | $246.9K | 0.07% | +686 | New |
| Carson Advisory Inc. | 668 | $247.1K | 0.13% | +18+2.8% | Added |
| Donaldson Capital Management, LLC | 668 | $247.3K | 0.01% | +25+3.9% | Added |
| FFT Wealth Management LLC | 670 | $247.9K | 0.05% | −2,330−77.7% | Reduced |
| RVW Wealth, LLC | 670 | $247.9K | 0.02% | +10+1.5% | Added |
| Range Advisory, LLC | 672 | $248.5K | 0.06% | +672 | New |
| Traynor Capital Management, Inc. | 673 | $248.8K | 0.01% | +22+3.4% | Added |
| Fogel Capital Management, Inc. | 673 | $249.0K | 0.11% | +12+1.8% | Added |
| TABR Capital Management, LLC | 673 | $249.0K | 0.17% | +673 | New |
| Neo Ivy Capital Management | 674 | $249.3K | 0.04% | −4,966−88.0% | Reduced |
| SHP Wealth Management | 675 | $249.7K | 0.02% | +675 | New |
| Horizon Kinetics Asset Management LLC | 675 | $249.7K | 0.00% | +20+3.1% | Added |
| a16z Perennial Management, L.P. | 678 | $250.8K | 0.02% | +62+10.1% | Added |
| 111 Capital | 678 | $250.8K | 0.05% | +678 | New |
| Somerset Trust Co | 681 | $251.9K | 0.08% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 681 | $251.9K | 0.03% | +10+1.5% | Added |
| PMG Wealth Management, Inc. | 681 | $251.9K | 0.18% | +31+4.8% | Added |
| Park Edge Advisors, LLC | 682 | $252.3K | 0.06% | −41−5.7% | Reduced |
| Ewa, LLC | 683 | $252.7K | 0.06% | +49+7.7% | Added |
| Good Harbor Advisors, Inc. | 684 | $253.1K | 0.29% | +684 | New |
| Colton Groome Financial Advisors, LLC | 685 | $253.4K | 0.07% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 686 | $253.8K | 0.21% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 687 | $254.2K | 0.03% | +687 | New |
| PPS&V Asset Management Consultants, Inc. | 689 | $254.7K | 0.15% | −10−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $255.0K | 0.07% | 00.0% | Unchanged |
| New World Advisors LLC | 691 | $255.6K | 0.04% | +691 | New |
| Ponta Wealth Partners, LLC | 692 | $256.0K | 0.24% | +692 | New |
| Stiles Financial Services Inc | 693 | $256.4K | 0.08% | +1+0.1% | Added |
| Twin Tree Management, LP | 694 | $256.7K | 0.03% | −921−57.0% | Reduced |
| Hofer & Associates. Inc | 694 | $256.8K | 0.14% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 694 | $257.0K | 0.01% | +54+8.4% | Added |
| Octavia Wealth Advisors, LLC | 697 | $257.1K | 0.02% | −366−34.4% | Reduced |
| Retirement Income Solutions, Inc | 695 | $257.1K | 0.04% | −10−1.4% | Reduced |
| Legacy Bridge, LLC | 695 | $257.1K | 0.10% | +55+8.6% | Added |
| Gradient Capital Advisors, LLC | 696 | $257.3K | 0.07% | +1+0.1% | Added |
| EdgeRock Capital LLC | 698 | $258.2K | 0.07% | +31+4.6% | Added |
| Pointe Capital Management LLC | 699 | $258.6K | 0.13% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 696 | $258.9K | 0.20% | +15+2.2% | Added |
| Correct Capital Wealth Management | 700 | $259.0K | 0.05% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 700 | $259.0K | 0.10% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 700 | $259.0K | 0.04% | +38+5.7% | Added |
| Claris Advisors, LLC | 701 | $259.3K | 0.08% | +59+9.2% | Added |
| Clear Creek Financial Management, LLC | 704 | $260.3K | 0.02% | +704 | New |
| M3 Advisory Group, LLC | 704 | $260.4K | 0.16% | +1+0.1% | Added |
| Pinnacle Financial Group, LLC | 704 | $260.4K | 0.08% | +30+4.5% | Added |
| American Financial Advisors, LLC | 705 | $260.7K | 0.03% | +2+0.3% | Added |
| South Plains Financial, Inc. | 708 | $261.9K | 0.16% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 711 | $263.1K | 0.06% | +138+24.1% | Added |
| Dorato Capital Management | 735 | $263.3K | 0.20% | +735 | New |
| Frederick Financial Consultants, LLC | 713 | $263.9K | 0.14% | −19−2.6% | Reduced |
| Tidemark, LLC | 713 | $263.9K | 0.07% | +2+0.3% | Added |
| Smallwood Wealth Investment Management, LLC | 715 | $264.5K | 0.14% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 715 | $265.0K | 0.06% | +69+10.7% | Added |
| PCG Asset Management, LLC | 715 | $265.2K | 0.21% | −40−5.3% | Reduced |