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
- 3,044
- +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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 11,186 | $4.14M | 0.37% | −736−6.2% | Reduced |
| Vestcor Inc | 11,121 | $4.11M | 0.12% | 00.0% | Unchanged |
| Kidder Stephen W | 11,118 | $4.11M | 1.16% | +4,502+68.0% | Added |
| Venturi Wealth Management, LLC | 11,014 | $4.07M | 0.18% | +258+2.4% | Added |
| Titiun Yejiel | 11,000 | $4.07M | 5.01% | +11,000 | New |
| Gifford Fong Associates | 11,000 | $4.07M | 0.81% | 00.0% | Unchanged |
| Fruth Investment Management | 10,980 | $4.06M | 1.10% | 00.0% | Unchanged |
| IKE Capital, LLC | 10,949 | $4.05M | 3.53% | +10,949 | New |
| Skopos Labs, Inc. | 10,755 | $4.04M | 0.19% | +3,787+54.3% | Added |
| G&S Capital LLC | 10,835 | $4.01M | 1.42% | −409−3.6% | Reduced |
| Cullen Investment Group, Ltd. | 10,667 | $4.01M | 0.52% | −531−4.7% | Reduced |
| Bull Street Advisors, LLC | 10,828 | $4.01M | 1.86% | −602−5.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,795 | $3.99M | 2.28% | −390−3.5% | Reduced |
| Diversify Advisory Services, LLC | 10,937 | $3.99M | 0.13% | −81−0.7% | Reduced |
| Conscious Wealth Investments, LLC | 11,219 | $3.98M | 2.39% | −743−6.2% | Reduced |
| Texas Bank & Trust Co | 10,711 | $3.96M | 1.44% | −162−1.5% | Reduced |
| Parkside Financial Bank & Trust | 10,704 | $3.96M | 0.30% | −49−0.5% | Reduced |
| RB Capital Management, LLC | 10,703 | $3.96M | 0.80% | +1,098+11.4% | Added |
| Arista Wealth Management, LLC | 10,672 | $3.95M | 0.49% | −165−1.5% | Reduced |
| Cornerstone Planning, LLC | 10,613 | $3.94M | 0.91% | +10,613 | New |
| RFG - Bristol Wealth Advisors, LLC | 10,647 | $3.94M | 1.10% | −264−2.4% | Reduced |
| AustralianSuper Pty Ltd | 10,635 | $3.93M | 0.02% | +1,075+11.2% | Added |
| Sigma Planning Corp | 10,610 | $3.93M | 0.11% | +76+0.7% | Added |
| Dynasty Wealth Management, LLC | 10,608 | $3.92M | 0.04% | +751+7.6% | Added |
| Penn Davis McFarland Inc | 10,576 | $3.91M | 0.37% | −40.0% | Reduced |
| Webster Bank, N. A. | 10,565 | $3.91M | 0.37% | +277+2.7% | Added |
| St. Johns Investment Management Company, LLC | 10,513 | $3.89M | 1.62% | −444−4.1% | Reduced |
| Mission Wealth Management, LP | 10,492 | $3.88M | 0.08% | +133+1.3% | Added |
| Smithfield Trust Co | 10,489 | $3.88M | 0.17% | −40.0% | Reduced |
| Connable Office Inc | 10,420 | $3.85M | 0.35% | −43−0.4% | Reduced |
| Smartleaf Asset Management LLC | 10,304 | $3.85M | 0.15% | +1,886+22.4% | Added |
| KCM Investment Advisors LLC | 10,400 | $3.85M | 0.12% | −546−5.0% | Reduced |
| Capital International Ltd | 10,305 | $3.81M | 0.13% | +10,305 | New |
| Bank Ozk | 10,178 | $3.77M | 1.33% | −37−0.4% | Reduced |
| Argent Advisors, Inc. | 10,142 | $3.75M | 1.05% | −158−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,390 | $3.73M | 0.53% | −112−1.1% | Reduced |
| Profund Advisors LLC | 10,067 | $3.72M | 0.11% | −1,741−14.7% | Reduced |
| Osborne Partners Capital Management, LLC | 10,027 | $3.71M | 0.19% | −98−1.0% | Reduced |
| Ingalls & Snyder LLC | 10,026 | $3.71M | 0.14% | −67−0.7% | Reduced |
| Cunning Capital Partners, LP | 10,012 | $3.70M | 1.71% | 00.0% | Unchanged |
| SOL Capital Management CO | 9,990 | $3.70M | 0.33% | −100−1.0% | Reduced |
| Van Strum & Towne Inc. | 9,990 | $3.70M | 1.03% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 9,974 | $3.69M | 1.74% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 9,968 | $3.69M | 1.25% | 00.0% | Unchanged |
| Marshall Wace, LLP | 9,954 | $3.68M | 0.00% | +3,954+65.9% | Added |
| Knuff & Co LLC | 9,950 | $3.68M | 1.08% | +106+1.1% | Added |
| PCJ Investment Counsel Ltd. | 9,940 | $3.68M | 0.91% | +9,940 | New |
| Sawyer & Company, Inc | 9,923 | $3.67M | 1.30% | −172−1.7% | Reduced |
| Wolff Wiese Magana LLC | 9,906 | $3.66M | 2.01% | +130+1.3% | Added |
| Broderick Brian C | 9,903 | $3.66M | 0.69% | +2,546+34.6% | Added |
| Western Financial Corp | 9,867 | $3.65M | 1.45% | −159−1.6% | Reduced |
| Doheny Asset Management | 9,861 | $3.65M | 2.23% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 9,845 | $3.64M | 0.84% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 9,842 | $3.64M | 0.11% | +1,190+13.8% | Added |
| HBK Sorce Advisory LLC | 10,121 | $3.64M | 0.08% | −175−1.7% | Reduced |
| Moors & Cabot, Inc. | 9,816 | $3.63M | 0.16% | −127−1.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 9,800 | $3.63M | 0.09% | −400−3.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,770 | $3.61M | 0.17% | +9,770 | New |
| KWB Wealth | 9,764 | $3.61M | 0.34% | −86−0.9% | Reduced |
| Insigneo Advisory Services, LLC | 9,753 | $3.61M | 0.26% | −152−1.5% | Reduced |
| Carl P. Sherr & Co., LLC | 10,214 | $3.60M | 1.61% | −27−0.3% | Reduced |
| QV Investors Inc. | 9,720 | $3.60M | 0.29% | −780−7.4% | Reduced |
| West Michigan Advisors, LLC | 9,706 | $3.59M | 0.82% | +677+7.5% | Added |
| IFP Advisors, Inc | 9,700 | $3.59M | 0.08% | +3,678+61.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,683 | $3.58M | 0.09% | +174+1.8% | Added |
| Azimuth Capital Investment Management LLC | 9,642 | $3.57M | 0.13% | −710−6.9% | Reduced |
| RMR Wealth Builders | 9,614 | $3.56M | 0.28% | +706+7.9% | Added |
| Institute for Wealth Management, LLC. | 9,598 | $3.55M | 0.38% | −116−1.2% | Reduced |
| Peoples Financial Services Corp. | 9,574 | $3.54M | 1.65% | −799−7.7% | Reduced |
| Rehmann Capital Advisory Group | 9,569 | $3.54M | 0.18% | −127−1.3% | Reduced |
| AlTi Global, Inc. | 9,564 | $3.54M | 0.08% | −12,793−57.2% | Reduced |
| Parkshore Wealth Management, Inc. | 9,558 | $3.54M | 1.33% | +17+0.2% | Added |
| TAGStone Capital, Inc. | 9,557 | $3.54M | 1.32% | −200−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,547 | $3.53M | 0.01% | −70,725−88.1% | Reduced |
| Guided Capital Wealth Management, LLC | 9,545 | $3.53M | 2.47% | +3,010+46.1% | Added |
| Peak Financial Advisors LLC | 9,543 | $3.53M | 1.59% | −784−7.6% | Reduced |
| Rathbone Brothers plc | 9,420 | $3.48M | 0.01% | −101−1.1% | Reduced |
| Tema ETFs LLC | 9,322 | $3.45M | 0.27% | −24−0.3% | Reduced |
| Intrinsic Value Partners, LLC | 9,293 | $3.44M | 2.58% | −649−6.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,272 | $3.43M | 1.60% | +10.0% | Added |
| NVWM, LLC | 9,251 | $3.42M | 0.74% | −309−3.2% | Reduced |
| Castellan Group, LLC | 9,237 | $3.42M | 0.43% | +9,237 | New |
| Applied Capital LLC | 9,224 | $3.41M | 2.34% | +30+0.3% | Added |
| Twin Capital Management Inc | 9,214 | $3.41M | 0.42% | +821+9.8% | Added |
| Lodestone Wealth Management LLC | 9,196 | $3.40M | 1.39% | −269−2.8% | Reduced |
| Hartford Funds Management Co LLC | 9,167 | $3.39M | 0.28% | +1,238+15.6% | Added |
| Prosperity Consulting Group, LLC | 9,155 | $3.39M | 0.15% | +88+1.0% | Added |
| Pettee Investors, Inc. | 9,143 | $3.38M | 1.90% | +25+0.3% | Added |
| Banque Pictet & Cie SA | 9,141 | $3.38M | 0.03% | −3,972−30.3% | Reduced |
| Moneta Group Investment Advisors LLC | 9,129 | $3.38M | 0.03% | −1,055−10.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,109 | $3.37M | 0.10% | −65−0.7% | Reduced |
| Cito Capital Group, LLC | 9,105 | $3.37M | 0.98% | −250−2.7% | Reduced |
| Eads & Heald Wealth Management | 9,076 | $3.36M | 1.62% | −293−3.1% | Reduced |
| Trustco Bank Corp N Y | 9,045 | $3.35M | 3.02% | −100−1.1% | Reduced |
| Mindset Wealth Management, LLC | 9,039 | $3.34M | 0.88% | +154+1.7% | Added |
| Ostrum Asset Management | 9,033 | $3.34M | 0.16% | −1,708−15.9% | Reduced |
| Catalytic Wealth RIA, LLC | 9,031 | $3.34M | 0.12% | −2,876−24.2% | Reduced |
| IFC Advisors LLC | 9,022 | $3.34M | 0.49% | −74−0.8% | Reduced |
| Guardian Capital LP | 8,988 | $3.33M | 0.10% | −600−6.3% | Reduced |
| Ambassador Advisors, LLC | 8,981 | $3.32M | 0.49% | +8,981 | New |