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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 930 | $344.1K | 0.17% | −450−32.6% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $344.8K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 932 | $344.8K | 0.22% | +932 | New |
| Atlas Wealth LLC | 934 | $345.5K | 0.10% | 00.0% | Unchanged |
| Burney Co | 934 | $345.5K | 0.01% | +160+20.7% | Added |
| DF Dent & Co Inc | 936 | $346.3K | 0.00% | −4,317−82.2% | Reduced |
| General Partner, Inc. | 936 | $346.3K | 0.20% | 00.0% | Unchanged |
| South Street Advisors LLC | 938 | $347.0K | 0.05% | +54+6.1% | Added |
| Orion Capital Management LLC | 940 | $347.8K | 0.12% | 00.0% | Unchanged |
| Harbor Group, Inc. | 941 | $348.0K | 0.05% | −103−9.9% | Reduced |
| Westside Investment Management, Inc. | 939 | $348.0K | 0.06% | +27+3.0% | Added |
| Farmers & Merchants Investments Inc | 941 | $348.1K | 0.01% | −105−10.0% | Reduced |
| Sterling Investment Counsel, LLC | 942 | $348.5K | 0.10% | −25−2.6% | Reduced |
| Intrust Bank NA | 943 | $348.9K | 0.03% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 945 | $349.6K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 946 | $349.9K | 0.03% | −120−11.3% | Reduced |
| Certified Advisory Corp | 947 | $350.2K | 0.03% | −55−5.5% | Reduced |
| Investment Advisory Group, LLC | 948 | $350.7K | 0.09% | 00.0% | Unchanged |
| North Star Asset Management Inc | 948 | $350.7K | 0.01% | +11+1.2% | Added |
| Smith Chas P & Associates Pa Cpas | 948 | $350.7K | 0.02% | +948 | New |
| Omnitrust Wealth Management, Inc | 948 | $350.7K | 0.45% | +948 | New |
| HC Advisors, LLC | 948 | $351.0K | 0.24% | +9+1.0% | Added |
| FLC Capital Advisors | 956 | $353.7K | 0.07% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 956 | $353.8K | 0.02% | +307+47.3% | Added |
| WealthSpring Partners, LLC | 960 | $355.1K | 0.36% | +960 | New |
| Parsons Capital Management Inc | 961 | $355.5K | 0.02% | +135+16.3% | Added |
| CJM Wealth Advisers, Ltd. | 963 | $356.3K | 0.11% | +10+1.0% | Added |
| Orca Wealth Management, LLC | 1,005 | $357.0K | 0.26% | +1+0.1% | Added |
| Spartan Planning & Wealth Management | 967 | $357.7K | 0.26% | +33+3.5% | Added |
| Syverson Strege & Co | 968 | $358.1K | 0.08% | −53−5.2% | Reduced |
| Coquina Private Wealth LLC | 968 | $358.1K | 0.29% | +968 | New |
| Monument Capital Management | 968 | $358.2K | 0.09% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 970 | $358.8K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 970 | $358.9K | 0.16% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 973 | $359.8K | 0.10% | +1+0.1% | Added |
| Lafayette Investments, Inc. | 974 | $360.3K | 0.07% | −70−6.7% | Reduced |
| Royal Fund Management, LLC | 975 | $360.6K | 0.03% | +975 | New |
| First Nebraska Trust Co | 975 | $360.7K | 0.03% | −30−3.0% | Reduced |
| Archetype Wealth Partners | 976 | $361.0K | 0.05% | −368−27.4% | Reduced |
| Sand Hill Global Advisors, LLC | 976 | $361.1K | 0.01% | +3+0.3% | Added |
| Narus Financial Partners, LLC | 976 | $361.1K | 0.10% | +62+6.8% | Added |
| Act Two Investors LLC | 979 | $362.2K | 0.07% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 981 | $362.9K | 0.16% | 00.0% | Unchanged |
| Marest Capital, LLC | 981 | $363.0K | 0.20% | +2+0.2% | Added |
| Clark Asset Management, LLC | 982 | $363.3K | 0.04% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 983 | $363.7K | 0.03% | −78−7.4% | Reduced |
| Catalina Capital Group, LLC | 984 | $364.0K | 0.22% | +9+0.9% | Added |
| Tillman Hartley LLC | 985 | $364.4K | 0.09% | −10−1.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 986 | $364.8K | 0.05% | +2+0.2% | Added |
| Allied Investment Advisors, LLC | 989 | $365.9K | 0.06% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 991 | $366.5K | 0.11% | +199+25.1% | Added |
| Heartwood Wealth Advisors LLC | 992 | $367.0K | 0.03% | −180−15.4% | Reduced |
| Ethos Financial Group, LLC | 992 | $367.0K | 0.03% | +34+3.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 993 | $367.4K | 0.12% | −47−4.5% | Reduced |
| Flagship Wealth Advisors, LLC | 995 | $368.1K | 0.11% | +464+87.4% | Added |
| Caerus Investment Advisors, LLC | 1,000 | $369.9K | 0.12% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,000 | $369.9K | 0.13% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $369.9K | 0.11% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $370.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,001 | $370.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $370.0K | 0.24% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $370.1K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 1,003 | $371.1K | 0.12% | +38+3.9% | Added |
| Reflection Asset Management | 1,004 | $371.4K | 0.26% | +1,004 | New |
| Avantra Family Wealth, Inc. | 1,006 | $372.2K | 0.27% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,014 | $373.0K | 0.00% | −96−8.6% | Reduced |
| Formidable Asset Management, LLC | 1,123 | $373.0K | 0.05% | −386−25.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,009 | $373.2K | 0.03% | +288+39.9% | Added |
| Bellwether Advisors, LLC | 1,009 | $373.3K | 0.06% | +1,009 | New |
| Buckley Wealth Management, LLC | 1,013 | $374.8K | 0.10% | −4−0.4% | Reduced |
| Paradigm Financial Partners, LLC | 1,013 | $374.8K | 0.04% | +11+1.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,014 | $375.1K | 0.07% | +205+25.3% | Added |
| Wealth Management Partners, LLC | 1,013 | $375.4K | 0.11% | −131−11.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,015 | $375.6K | 0.15% | +2+0.2% | Added |
| Cornerstone Advisory, LLC | 1,017 | $376.3K | 0.04% | +29+2.9% | Added |
| Avenue 1 Advisors, LLC | 1,019 | $377.0K | 0.12% | −1−0.1% | Reduced |
| Peck Wealth Management, LLC | 1,022 | $378.1K | 0.36% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,028 | $380.3K | 0.08% | −599−36.8% | Reduced |
| Stembrook Asset Management, LLC | 1,028 | $380.3K | 0.36% | +1,028 | New |
| Aspetuck Financial Management LLC | 1,030 | $381.0K | 0.26% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,033 | $382.2K | 0.01% | −6−0.6% | Reduced |
| BCS Wealth Management | 1,038 | $384.1K | 0.04% | +1,038 | New |
| Roble, Belko & Company, Inc | 1,042 | $385.0K | 0.05% | +1,005+2,716.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,047 | $387.3K | 0.08% | +2+0.2% | Added |
| Godsey & Gibb Associates | 1,047 | $387.3K | 0.03% | +40+4.0% | Added |
| Park Capital Management, LLC | 1,047 | $387.4K | 0.28% | −23−2.1% | Reduced |
| Tradewinds, LLC. | 1,048 | $387.7K | 0.09% | +41+4.1% | Added |
| North Berkeley Wealth Management, LLC | 1,050 | $388.4K | 0.23% | +235+28.8% | Added |
| Omnia Family Wealth, LLC | 1,050 | $388.5K | 0.11% | 00.0% | Unchanged |
| Thompson David Blair | 1,051 | $388.8K | 0.22% | +1,051 | New |
| Worth Financial Advisory Group, LLC | 1,052 | $389.1K | 0.19% | +150+16.6% | Added |
| Burling Wealth Partners, LLC | 1,055 | $390.3K | 0.06% | +16+1.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,057 | $391.0K | 0.01% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,065 | $392.3K | 0.01% | +415+63.8% | Added |
| Shepherd Financial Partners LLC | 1,068 | $395.1K | 0.04% | −1−0.1% | Reduced |
| Accel Wealth Management | 1,070 | $395.8K | 0.11% | +1+0.1% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,072 | $396.5K | 0.20% | −2−0.2% | Reduced |
| First PREMIER Bank | 1,073 | $397.0K | 0.09% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,073 | $397.0K | 0.28% | +14+1.3% | Added |
| Paragon Capital Management Ltd | 1,074 | $397.3K | 0.08% | −13−1.2% | Reduced |