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 |
|---|---|---|---|---|---|
| Rooted Wealth Advisors, Inc. | 856 | $302.6K | 0.09% | +1+0.1% | Added |
| Tactive Advisors, LLC | 818 | $302.6K | 0.09% | +818 | New |
| Strategies Wealth Advisors, LLC | 819 | $303.0K | 0.03% | −1,445−63.8% | Reduced |
| Becker Capital Management Inc | 819 | $303.0K | 0.01% | +4+0.5% | Added |
| Tandem Investment Partners LLC | 820 | $303.4K | 0.26% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 820 | $303.4K | 0.10% | +25+3.1% | Added |
| TSG Advice Partners, LLC | 820 | $303.5K | 0.05% | +820 | New |
| Warner Group LLC | 821 | $303.6K | 0.19% | −143−14.8% | Reduced |
| QP Wealth Management, LLC | 821 | $303.7K | 0.27% | +821 | New |
| Old Second National Bank of Aurora | 823 | $304.5K | 0.06% | +23+2.9% | Added |
| Canvas Wealth Advisors, LLC | 825 | $305.2K | 0.05% | −9−1.1% | Reduced |
| City Center Advisors, LLC | 825 | $305.2K | 0.28% | +155+23.1% | Added |
| Xxi Wealth, LLC | 826 | $305.6K | 0.19% | +826 | New |
| Up Strategic Wealth Investment Advisors LLC | 851 | $305.6K | 0.22% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 826 | $305.7K | 0.03% | +35+4.4% | Added |
| Kestra Investment Management, LLC | 828 | $306.3K | 0.01% | −4,700−85.0% | Reduced |
| Weatherly Asset Management L. P. | 830 | $307.0K | 0.02% | +3+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 831 | $307.4K | 0.02% | −35−4.0% | Reduced |
| DecisionPoint Financial, LLC | 831 | $307.5K | 0.07% | +1+0.1% | Added |
| Gsa Capital Partners LLP | 833 | $308.0K | 0.03% | −1,627−66.1% | Reduced |
| Daner Wealth Management, LLC | 848 | $308.1K | 0.19% | +62+7.9% | Added |
| KG&L Capital Management,LLC | 833 | $308.1K | 0.08% | −458−35.5% | Reduced |
| M. Kraus & Co | 836 | $309.3K | 0.09% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 880 | $309.9K | 0.12% | −24−2.7% | Reduced |
| Financial Council Asset Management Inc | 838 | $310.0K | 0.12% | −17−2.0% | Reduced |
| Van Diest Capital, LLC | 838 | $310.0K | 0.46% | +838 | New |
| Onyx Bridge Wealth Group LLC | 839 | $310.4K | 0.03% | −26−3.0% | Reduced |
| Eagle Bay Advisors LLC | 843 | $311.7K | 0.23% | −26−3.0% | Reduced |
| Hengehold Capital Management LLC | 843 | $311.9K | 0.03% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 844 | $312.2K | 0.13% | −29−3.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 845 | $312.6K | 0.17% | −2−0.2% | Reduced |
| Johnson Financial Group, Inc. | 846 | $313.0K | 0.01% | +156+22.6% | Added |
| apricus wealth, LLC | 847 | $313.3K | 0.16% | 00.0% | Unchanged |
| TFC Financial Management | 848 | $313.9K | 0.04% | −16−1.9% | Reduced |
| Ariston Services Group | 849 | $314.1K | 0.18% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 850 | $314.5K | 0.10% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 850 | $314.5K | 0.28% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 850 | $314.6K | 0.03% | +20+2.4% | Added |
| Pathfinder Wealth Consulting, Inc. | 852 | $315.2K | 0.20% | +852 | New |
| Meridian Investment Counsel Inc. | 854 | $315.9K | 0.08% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 858 | $317.2K | 0.03% | −500−36.8% | Reduced |
| Per Stirling Capital Management, LLC. | 859 | $317.8K | 0.04% | +75+9.6% | Added |
| Brio Consultants, LLC | 859 | $317.8K | 0.04% | +142+19.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 860 | $318.2K | 0.09% | +6+0.7% | Added |
| SMART Wealth LLC | 860 | $318.3K | 0.10% | +80+10.3% | Added |
| Saxony Capital Management, LLC | 863 | $319.1K | 0.20% | +60+7.5% | Added |
| Bollard Group LLC | 864 | $320.0K | 0.01% | +864 | New |
| Dearborn Partners LLC | 868 | $321.1K | 0.02% | −766−46.9% | Reduced |
| DeDora Capital, Inc. | 868 | $321.1K | 0.08% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 869 | $321.5K | 0.06% | +869 | New |
| Lumbard & Kellner, LLC | 870 | $321.9K | 0.11% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 872 | $322.0K | 0.10% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 872 | $322.6K | 0.02% | +3+0.3% | Added |
| Kingsman Wealth Management, Inc. | 872 | $322.7K | 0.17% | −49−5.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 873 | $323.0K | 0.07% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 874 | $323.3K | 0.08% | +29+3.4% | Added |
| Tannin Capital LLC | 875 | $323.7K | 0.29% | +875 | New |
| GSB Wealth Management, LLC | 876 | $324.0K | 0.07% | −1−0.1% | Reduced |
| Independence Bank of Kentucky | 876 | $324.1K | 0.04% | −24−2.7% | Reduced |
| German American Bancorp, Inc. | 881 | $325.9K | 0.03% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 881 | $326.1K | 0.05% | −167−15.9% | Reduced |
| David R. Rahn & Associates Inc. | 882 | $326.3K | 0.08% | −1,052−54.4% | Reduced |
| Prostatis Group LLC | 882 | $326.3K | 0.08% | −402−31.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 883 | $326.7K | 0.02% | +69+8.5% | Added |
| Peak Retirement Planning, Inc. | 884 | $327.0K | 0.08% | +118+15.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 884 | $327.1K | 0.47% | +7+0.8% | Added |
| Strid Group, LLC | 884 | $327.1K | 0.04% | 00.0% | Unchanged |
| Chris Bulman Inc | 884 | $327.2K | 0.14% | −5−0.6% | Reduced |
| Argos Wealth Advisors, LLC | 885 | $327.4K | 0.10% | +885 | New |
| Shrier Wealth Management, LLC | 885 | $327.4K | 0.13% | +885 | New |
| Wealth Management Associates, Inc. | 888 | $328.3K | 0.11% | +96+12.1% | Added |
| Palacios Wealth Management, LLC | 888 | $328.5K | 0.25% | +18+2.1% | Added |
| Lineweaver Wealth Advisors, LLC | 889 | $328.9K | 0.04% | −85−8.7% | Reduced |
| NDVR, Inc. | 890 | $329.3K | 0.27% | −135−13.2% | Reduced |
| Wedge Capital Management L L P | 891 | $329.6K | 0.01% | −56−5.9% | Reduced |
| Financial Consulate, Inc | 892 | $330.1K | 0.05% | +30+3.5% | Added |
| FDx Advisors, Inc. | 896 | $331.0K | 0.17% | +22+2.5% | Added |
| JB Capital LLC | 895 | $331.1K | 0.01% | +1+0.1% | Added |
| WealthPLAN Partners, LLC | 897 | $331.9K | 0.05% | +897 | New |
| CNB Bank | 898 | $332.2K | 0.14% | −7−0.8% | Reduced |
| OakTrust Wealth Advisors, LLC | 899 | $332.6K | 0.31% | +899 | New |
| Talbot Financial, LLC | 900 | $333.0K | 0.03% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 901 | $333.3K | 0.03% | +67+8.0% | Added |
| Sovran Advisors, LLC | 936 | $334.4K | 0.03% | +23+2.5% | Added |
| Strive Financial Group ,LLC | 904 | $334.4K | 0.18% | +904 | New |
| Costello Asset Management, INC | 905 | $334.9K | 0.11% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 907 | $335.5K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 909 | $336.2K | 0.04% | −13−1.4% | Reduced |
| Meritage Portfolio Management | 909 | $336.3K | 0.02% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 909 | $336.3K | 0.04% | +909 | New |
| Barlow Wealth Partners, Inc. | 896 | $336.5K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 913 | $337.8K | 0.32% | +913 | New |
| Hopwood Financial Services, Inc. | 914 | $338.1K | 0.24% | −48−5.0% | Reduced |
| Good Steward Wealth Advisors,LLC | 916 | $338.9K | 0.22% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 918 | $339.6K | 0.19% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 918 | $339.6K | 0.04% | +23+2.6% | Added |
| Ackerman Capital Advisors, LLC | 920 | $340.4K | 0.07% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 923 | $341.0K | 0.04% | −6−0.6% | Reduced |
| Charles Schwab Trust Co | 923 | $341.5K | 0.02% | −70−7.0% | Reduced |
| WT Wealth Management | 923 | $341.5K | 0.10% | 00.0% | Unchanged |