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 |
|---|---|---|---|---|---|
| Slocum, Gordon & Co LLP | 718 | $265.6K | 0.19% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 718 | $265.6K | 0.06% | +67+10.3% | Added |
| Invenio Wealth Partners LLC | 720 | $266.4K | 0.10% | −56−7.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 720 | $266.4K | 0.08% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 721 | $266.6K | 0.04% | +721 | New |
| Excelsior Advisor Network LLC | 721 | $266.7K | 0.13% | +721 | New |
| Redwood Financial Network Corp | 721 | $266.9K | 0.17% | +1+0.1% | Added |
| Summit Place Financial Advisors, LLC | 722 | $267.1K | 0.13% | −10−1.4% | Reduced |
| Atwater Malick LLC | 723 | $267.5K | 0.07% | −33−4.4% | Reduced |
| Running Point Capital Advisors, LLC | 723 | $267.5K | 0.07% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 733 | $267.6K | 0.02% | −29−3.8% | Reduced |
| Marks Group Wealth Management, Inc | 724 | $267.8K | 0.03% | +724 | New |
| Ascent Wealth Partners, LLC | 726 | $268.6K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 728 | $269.4K | 0.01% | +94+14.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 729 | $269.6K | 0.03% | −126−14.7% | Reduced |
| Latitude Advisors, LLC | 729 | $269.8K | 0.12% | −12−1.6% | Reduced |
| Renasant Bank | 731 | $270.4K | 0.18% | −35−4.6% | Reduced |
| Mendel Money Management | 731 | $270.4K | 0.11% | 00.0% | Unchanged |
| BXM Wealth LLC | 32,177 | $270.5K | 0.21% | +30,761+2,172.4% | Added |
| LeConte Wealth Management, LLC | 733 | $271.2K | 0.18% | +17+2.4% | Added |
| Charter Oak Capital Management, LLC | 734 | $271.6K | 0.02% | −19−2.5% | Reduced |
| Aspen Capital Management, LLC | 737 | $272.7K | 0.07% | 00.0% | Unchanged |
| Nvest Financial, LLC | 738 | $273.0K | 0.11% | +738 | New |
| First City Capital Management, Inc. | 740 | $273.8K | 0.14% | 00.0% | Unchanged |
| First Financial Corp | 741 | $274.1K | 0.10% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 744 | $275.2K | 0.06% | −43−5.5% | Reduced |
| Motive Wealth Advisors | 745 | $275.6K | 0.12% | −4−0.5% | Reduced |
| Values Added Financial LLC | 748 | $276.7K | 0.12% | +22+3.0% | Added |
| Winning Points Advisors, LLC | 750 | $277.0K | 0.31% | +750 | New |
| Wedgewood Investors Inc | 750 | $277.5K | 0.32% | −1−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 750 | $277.5K | 0.02% | 00.0% | Unchanged |
| DV Equities, LLC | 753 | $278.6K | 0.05% | +753 | New |
| Colonial River Wealth Management, LLC | 754 | $278.9K | 0.10% | +81+12.0% | Added |
| SkyOak Wealth, LLC | 755 | $279.3K | 0.05% | 00.0% | Unchanged |
| Seeds Investor LLC | 757 | $280.0K | 0.05% | +53+7.5% | Added |
| New Covenant Trust Company, N.A. | 752 | $280.3K | 0.25% | +11+1.5% | Added |
| IMA Wealth, Inc. | 758 | $280.4K | 0.03% | +34+4.7% | Added |
| Consilio Wealth Advisors, LLC | 759 | $280.8K | 0.08% | +4+0.5% | Added |
| Plotkin Financial Advisors, LLC | 759 | $280.8K | 0.14% | +93+14.0% | Added |
| Ellenbecker Investment Group | 760 | $281.2K | 0.04% | −125−14.1% | Reduced |
| GWN Securities Inc. | 762 | $282.3K | 0.06% | +762 | New |
| Quadcap Wealth Management, LLC | 764 | $282.5K | 0.03% | +14+1.9% | Added |
| Willner & Heller, LLC | 767 | $283.7K | 0.20% | +22+3.0% | Added |
| Wealth Advisory Solutions, LLC | 767 | $283.8K | 0.07% | 00.0% | Unchanged |
| Wealth Management Nebraska | 768 | $284.1K | 0.03% | −8−1.0% | Reduced |
| Manske Wealth Management | 768 | $284.1K | 0.08% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 761 | $284.1K | 0.01% | −245−24.4% | Reduced |
| Nolet Wealth Management, LLC | 768 | $284.2K | 0.16% | +768 | New |
| Live Oak Private Wealth LLC | 769 | $284.5K | 0.04% | −1−0.1% | Reduced |
| Sandbox Financial Partners, LLC | 770 | $284.8K | 0.08% | +1+0.1% | Added |
| Donoghue Forlines LLC | 771 | $285.2K | 0.09% | +771 | New |
| New England Capital Financial Advisors LLC | 772 | $285.8K | 0.11% | −33−4.1% | Reduced |
| SevenBridge Financial Group, LLC | 791 | $287.3K | 0.05% | −180−18.5% | Reduced |
| DecisionMap Wealth Management, LLC | 777 | $287.5K | 0.18% | +12+1.6% | Added |
| Consilium Wealth Advisory, LLC | 778 | $287.8K | 0.11% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 782 | $289.3K | 0.19% | +2+0.3% | Added |
| Well Done, LLC | 782 | $289.3K | 0.04% | +782 | New |
| Advisortrust Partners, LLC | 782 | $289.3K | 0.13% | +782 | New |
| Bellecapital International Ltd. | 783 | $289.7K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 785 | $290.4K | 0.08% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 785 | $290.4K | 0.10% | +4+0.5% | Added |
| Guardian Capital, LLC | 785 | $290.5K | 0.26% | +785 | New |
| Horst & Graben Wealth Management LLC | 786 | $290.7K | 0.04% | +1+0.1% | Added |
| PVG Asset Management Corp | 786 | $290.8K | 0.62% | 00.0% | Unchanged |
| Jacobsen Capital Management | 786 | $290.8K | 0.09% | −169−17.7% | Reduced |
| Harvest Investment Services, LLC | 786 | $290.8K | 0.05% | +62+8.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 790 | $292.2K | 0.01% | +8+1.0% | Added |
| Betterment LLC | 793 | $293.0K | 0.00% | +107+15.6% | Added |
| DLK Investment Management, LLC | 794 | $293.7K | 0.11% | −25−3.1% | Reduced |
| Vance Wealth, Inc. | 797 | $294.9K | 0.09% | +6+0.8% | Added |
| Wexford Capital LP | 800 | $296.0K | 0.08% | −200−20.0% | Reduced |
| Boston Research & Management Inc | 800 | $296.0K | 0.07% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $296.0K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 801 | $296.0K | 0.01% | −200−20.0% | Reduced |
| SlateStone Wealth, LLC | 800 | $296.0K | 0.02% | +800 | New |
| Mirador Capital Partners LP | 802 | $296.7K | 0.04% | −9−1.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 802 | $296.7K | 0.07% | +802 | New |
| Gibbs Wealth Management | 790 | $296.7K | 0.07% | −89−10.1% | Reduced |
| Wallington Asset Management, LLC | 803 | $297.1K | 0.04% | 00.0% | Unchanged |
| Center For Asset Management LLC | 805 | $297.8K | 0.16% | 00.0% | Unchanged |
| Novare Capital Management LLC | 805 | $297.8K | 0.02% | +7+0.9% | Added |
| Clarity Wealth Advisors, LLC | 805 | $297.9K | 0.06% | +805 | New |
| Iron Financial, LLC | 806 | $298.4K | 0.14% | 00.0% | Unchanged |
| Lantz Financial LLC | 808 | $298.9K | 0.06% | +28+3.6% | Added |
| Affinity Capital Advisors, LLC | 808 | $298.9K | 0.04% | +177+28.1% | Added |
| King Wealth | 808 | $299.0K | 0.04% | −3−0.4% | Reduced |
| Vestor Capital, LLC | 298,823 | $299.0K | 0.02% | +298,041+38,112.7% | Added |
| Prosperity Financial Group, Inc. | 809 | $299.3K | 0.11% | +809 | New |
| Hoge Financial Services, LLC | 810 | $299.6K | 0.16% | +22+2.8% | Added |
| Summa Corp. | 810 | $299.7K | 0.13% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 810 | $299.7K | 0.06% | +10+1.3% | Added |
| Fieldview Capital Management, LLC | 810 | $299.7K | 0.05% | +810 | New |
| Goldstone Financial Group, LLC | 813 | $300.8K | 0.03% | +813 | New |
| Unique Wealth Strategies, LLC | 814 | $301.1K | 0.12% | +8+1.0% | Added |
| Retirement Planning Co of New England, Inc. | 814 | $301.1K | 0.12% | +1+0.1% | Added |
| Genesis Private Wealth, LLC | 814 | $301.1K | 0.09% | +814 | New |
| AlphaGrep UK Ltd | 814 | $301.1K | 0.10% | +814 | New |
| Antonelli Financial Advisors, LLC | 815 | $302.0K | 0.20% | +815 | New |
| Farmers National Bank | 817 | $302.2K | 0.07% | +47+6.1% | Added |
| Main Street Research LLC | 817 | $302.2K | 0.02% | +817 | New |