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 |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 1,075 | $397.7K | 0.07% | −226−17.4% | Reduced |
| Perfromance Wealth Partners, LLC | 1,075 | $397.8K | 0.01% | −15−1.4% | Reduced |
| Vivaldi Capital Management, LLC | 1,076 | $398.1K | 0.05% | −115−9.7% | Reduced |
| Guyasuta Investment Advisors Inc | 1,077 | $398.4K | 0.02% | −3−0.3% | Reduced |
| Barry Investment Advisors, LLC | 1,081 | $400.0K | 0.09% | +1,081 | New |
| Pictet & Cie (Europe) SA | 1,083 | $400.7K | 0.01% | −142−11.6% | Reduced |
| Black Diamond Financial, LLC | 1,084 | $401.0K | 0.04% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,084 | $401.0K | 0.70% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,084 | $401.0K | 0.05% | +10+0.9% | Added |
| Middleton & Co Inc | 1,085 | $401.4K | 0.04% | −40−3.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,251 | $401.8K | 0.09% | −895−41.7% | Reduced |
| Convergence Investment Partners, LLC | 1,087 | $402.2K | 0.08% | −37−3.3% | Reduced |
| Redmond Asset Management, LLC | 1,088 | $402.5K | 0.10% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,088 | $402.5K | 0.11% | +1,088 | New |
| Tulsa Wealth Advisors, INC | 1,089 | $402.8K | 0.13% | +1,089 | New |
| Kessler Investment Group, LLC | 1,089 | $402.9K | 0.17% | −31−2.8% | Reduced |
| Hendley & Co Inc | 1,090 | $403.0K | 0.14% | −2,300−67.8% | Reduced |
| Greenwich Wealth Management LLC | 1,090 | $403.0K | 0.02% | +50+4.8% | Added |
| Planning Alternatives Ltd | 1,090 | $403.4K | 0.05% | +91+9.1% | Added |
| NorthStar Asset Management LLC | 1,094 | $404.8K | 0.18% | +1+0.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,097 | $405.8K | 0.23% | −40−3.5% | Reduced |
| Bouchey Financial Group Ltd | 1,097 | $405.8K | 0.03% | −128−10.4% | Reduced |
| Acima Private Wealth, LLC | 1,100 | $406.9K | 0.13% | 00.0% | Unchanged |
| One Day In July LLC | 1,100 | $406.9K | 0.03% | +134+13.9% | Added |
| TruWealth Advisors, LLC | 1,103 | $408.1K | 0.02% | −12−1.1% | Reduced |
| Providence Capital Advisors, LLC | 1,103 | $408.1K | 0.07% | 00.0% | Unchanged |
| Abc Arbitrage SA | 1,103 | $408.1K | 0.04% | +1,103 | New |
| Groupama Asset Managment | 1,104 | $408.4K | 0.01% | −45−3.9% | Reduced |
| Cowa, LLC | 1,105 | $408.8K | 0.12% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,108 | $409.9K | 0.13% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,109 | $410.3K | 0.13% | +286+34.8% | Added |
| Mayport, LLC | 1,114 | $412.0K | 0.08% | +1,114 | New |
| PFG Private Wealth Management, LLC | 1,116 | $412.9K | 0.18% | +1,116 | New |
| Stonebridge Financial Group, LLC | 1,118 | $413.6K | 0.04% | +17+1.5% | Added |
| EJMK Ventures LLC | 1,120 | $414.4K | 0.26% | +1,120 | New |
| Midwest Financial Partners Investments, Inc. | 1,122 | $415.1K | 0.23% | +1,122 | New |
| Triad Wealth Partners, LLC | 1,123 | $415.6K | 0.04% | +514+84.4% | Added |
| Colonial Trust Advisors | 1,126 | $416.6K | 0.03% | −230−17.0% | Reduced |
| Uptown Financial Advisors LLC | 1,127 | $416.9K | 0.36% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,129 | $417.7K | 0.07% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $418.4K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,136 | $420.3K | 0.09% | −245−17.7% | Reduced |
| Clifford Group, LLC | 1,136 | $420.3K | 0.32% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,137 | $420.6K | 0.16% | +30+2.7% | Added |
| Ehrlich Financial Group | 1,139 | $421.4K | 0.24% | +8+0.7% | Added |
| Acorns Advisers, LLC | 1,141 | $422.0K | 0.00% | +71+6.6% | Added |
| Buffalo Business & Estate Services Ltd | 1,143 | $422.8K | 0.06% | +1,143 | New |
| Liberty Square Wealth Partners LLC | 1,144 | $423.2K | 0.12% | −49−4.1% | Reduced |
| Northwest Wealth Management, LLC | 1,148 | $424.7K | 0.07% | −30−2.5% | Reduced |
| Aurora Private Wealth, Inc. | 1,148 | $425.0K | 0.28% | +1,148 | New |
| Y.D. More Investments Ltd | 1,146 | $425.0K | 0.02% | −42−3.5% | Reduced |
| Willow Financial LLC | 1,151 | $425.8K | 0.43% | +1,151 | New |
| Vista Capital Partners, Inc. | 1,152 | $426.2K | 0.04% | −27−2.3% | Reduced |
| E&G Advisors, LP | 1,152 | $426.2K | 0.10% | −26−2.2% | Reduced |
| Alta Wealth Advisors LLC | 1,154 | $426.9K | 0.14% | −9−0.8% | Reduced |
| Encompass Wealth Advisors, LLC | 1,162 | $429.9K | 0.15% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,164 | $430.6K | 0.26% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,164 | $430.7K | 0.15% | +2+0.2% | Added |
| Claro Advisors LLC | 1,168 | $432.1K | 0.06% | +12+1.0% | Added |
| Claris Financial LLC | 1,171 | $433.3K | 0.23% | +135+13.0% | Added |
| Voya Financial Advisors, Inc. | 1,157 | $434.2K | 0.04% | −13−1.1% | Reduced |
| Montgomery Investment Management Inc | 1,175 | $434.7K | 0.16% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,180 | $436.6K | 0.04% | +1+0.1% | Added |
| Maia Wealth LLC | 1,273 | $436.6K | 0.07% | −108−7.8% | Reduced |
| Capital Square, LLC | 1,182 | $437.3K | 0.22% | −45−3.7% | Reduced |
| Anchyra Partners LLC | 1,186 | $438.8K | 0.13% | +1,186 | New |
| AGH Wealth Advisors, LLC | 1,189 | $439.9K | 0.33% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,191 | $440.7K | 0.40% | −202−14.5% | Reduced |
| Wealth Science Advisors LLC | 1,192 | $441.0K | 0.25% | +1,192 | New |
| Manchester Financial Inc | 1,195 | $442.2K | 0.08% | −12−1.0% | Reduced |
| Birchcreek Wealth Management, LLC | 1,196 | $442.5K | 0.22% | −69−5.5% | Reduced |
| D'Orazio & Associates, Inc. | 1,198 | $443.1K | 0.06% | +62+5.5% | Added |
| Inscription Capital, LLC | 1,198 | $443.3K | 0.05% | +32+2.7% | Added |
| Shepherd Street Advisors LLC | 1,200 | $443.9K | 0.43% | +1,200 | New |
| HHM Wealth Advisors, LLC | 1,201 | $444.3K | 0.05% | −15−1.2% | Reduced |
| Joule Financial, LLC | 1,204 | $445.4K | 0.13% | +39+3.3% | Added |
| Silvia McColl Wealth Management, LLC | 1,207 | $446.5K | 0.30% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,207 | $446.5K | 0.06% | +26+2.2% | Added |
| Princeton Global Asset Management LLC | 1,208 | $446.9K | 0.07% | −13−1.1% | Reduced |
| Advisors Management Group Inc | 1,215 | $449.0K | 0.08% | −37−3.0% | Reduced |
| Wealth Quarterback LLC | 1,218 | $450.5K | 0.16% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,218 | $450.6K | 0.15% | +18+1.5% | Added |
| City State Bank | 1,223 | $452.4K | 0.12% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 1,225 | $453.2K | 0.08% | 00.0% | Unchanged |
| Firestone Capital Management | 1,225 | $453.2K | 0.10% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,226 | $453.6K | 0.00% | −5,435−81.6% | Reduced |
| Elevated Capital Advisors, LLC | 1,228 | $454.2K | 0.11% | −39−3.1% | Reduced |
| Claret Asset Management Corp | 1,232 | $456.0K | 0.05% | −2−0.2% | Reduced |
| Ruggaard & Associates LLC | 1,233 | $456.1K | 0.18% | +1+0.1% | Added |
| Green Ridge Wealth Planning LLC | 1,233 | $456.1K | 0.23% | +1,233 | New |
| IPG Investment Advisors LLC | 1,235 | $456.9K | 0.08% | −68−5.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,236 | $457.1K | 0.11% | −543−30.5% | Reduced |
| Alpha Cubed Investments, LLC | 1,237 | $457.5K | 0.02% | −55−4.3% | Reduced |
| GAM Holding AG | 1,238 | $458.0K | 0.03% | +336+37.3% | Added |
| Blue Square Asset Management, LLC | 1,240 | $458.7K | 0.20% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,242 | $459.5K | 0.09% | +16+1.3% | Added |
| Brandywine Oak Private Wealth LLC | 1,244 | $460.2K | 0.04% | −13−1.0% | Reduced |
| Index Technologies Group LLC | 1,244 | $460.2K | 0.48% | +1,244 | New |
| Hoxton Planning & Management, LLC | 1,245 | $460.6K | 0.14% | +22+1.8% | Added |
| O'Brien Greene & Co. Inc | 1,245 | $460.6K | 0.14% | +570+84.4% | Added |