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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 8,939 | $3.31M | 0.09% | −329−3.5% | Reduced |
| Fiduciary Family Office, LLC | 8,920 | $3.30M | 0.95% | −36−0.4% | Reduced |
| SBI Securities Co., Ltd. | 8,904 | $3.29M | 0.08% | −259−2.8% | Reduced |
| Bridgeway Capital Management, LLC | 8,850 | $3.27M | 0.07% | −50−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 8,850 | $3.27M | 0.52% | −452−4.9% | Reduced |
| Two Sigma Securities, LLC | 8,798 | $3.25M | 0.45% | +5,903+203.9% | Added |
| Fulton Bank, N.A. | 8,782 | $3.25M | 0.11% | +156+1.8% | Added |
| Anchor Investment Management, LLC | 8,765 | $3.24M | 0.26% | −384−4.2% | Reduced |
| Bank of New Hampshire | 8,763 | $3.24M | 0.73% | −220−2.4% | Reduced |
| Pinnacle Holdings, LLC | 8,752 | $3.24M | 1.09% | −93−1.1% | Reduced |
| Red Door Wealth Management, LLC | 8,750 | $3.24M | 0.34% | +924+11.8% | Added |
| Fire Capital Management LLC | 8,677 | $3.21M | 1.60% | −805−8.5% | Reduced |
| NTV Asset Management LLC | 8,655 | $3.20M | 0.34% | −550−6.0% | Reduced |
| BCS Private Wealth Management, Inc. | 8,650 | $3.20M | 1.09% | −671−7.2% | Reduced |
| Private Wealth Partners, LLC | 8,602 | $3.18M | 0.23% | −2,001−18.9% | Reduced |
| Principle Wealth Partners LLC | 8,597 | $3.18M | 0.18% | +43+0.5% | Added |
| Berkshire Asset Management LLC | 8,563 | $3.17M | 0.14% | −91−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 8,561 | $3.17M | 0.20% | +35+0.4% | Added |
| Syon Capital LLC | 8,547 | $3.16M | 0.16% | +628+7.9% | Added |
| Hardy Reed LLC | 8,536 | $3.16M | 0.23% | +15+0.2% | Added |
| Beacon Investment Advisors LLC | 8,534 | $3.16M | 1.27% | −800−8.6% | Reduced |
| Investors Asset Management of Georgia Inc | 8,530 | $3.16M | 1.30% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 8,500 | $3.14M | 3.20% | 00.0% | Unchanged |
| TCW Group Inc | 8,498 | $3.14M | 0.02% | +8,498 | New |
| Bigelow Investment Advisors, LLC | 8,493 | $3.14M | 1.23% | −186−2.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,487 | $3.14M | 1.75% | −711−7.7% | Reduced |
| SOA Wealth Advisors, LLC. | 8,459 | $3.13M | 0.53% | −100−1.2% | Reduced |
| Cannon Advisors, Inc. | 8,718 | $3.12M | 2.20% | −590−6.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,435 | $3.12M | 1.04% | −249−2.9% | Reduced |
| Western Wealth Management, LLC | 8,429 | $3.12M | 0.14% | −22−0.3% | Reduced |
| ProVise Management Group, LLC | 8,427 | $3.12M | 0.22% | −182−2.1% | Reduced |
| Beaumont Financial Advisors, LLC | 8,406 | $3.11M | 0.20% | −39−0.5% | Reduced |
| Tealwood Asset Management Inc | 8,400 | $3.11M | 1.39% | +5+0.1% | Added |
| Marble Harbor Investment Counsel, LLC | 8,356 | $3.09M | 0.33% | −15−0.2% | Reduced |
| Citizens National Bank Trust Department | 8,348 | $3.09M | 0.53% | −329−3.8% | Reduced |
| New England Asset Management Inc | 8,340 | $3.09M | 0.40% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 8,320 | $3.08M | 0.76% | +4,174+100.7% | Added |
| Natural Investments, LLC | 8,319 | $3.08M | 0.77% | −10.0% | Reduced |
| Bridgewater Advisors Inc. | 8,567 | $3.08M | 0.20% | +73+0.9% | Added |
| Financial Security Advisor, Inc. | 8,309 | $3.07M | 0.59% | −729−8.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,245 | $3.05M | 0.05% | −1,353−14.1% | Reduced |
| Mather Group, LLC. | 8,240 | $3.05M | 0.03% | +1,344+19.5% | Added |
| Howard Capital Management Group, LLC | 8,226 | $3.04M | 0.19% | −200−2.4% | Reduced |
| Bank of Stockton | 8,210 | $3.04M | 0.87% | −80−1.0% | Reduced |
| Accent Capital Management, LLC | 8,194 | $3.03M | 1.30% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8,187 | $3.03M | 0.01% | +1,918+30.6% | Added |
| Concentric Capital Strategies, LP | 8,172 | $3.02M | 0.16% | +8,172 | New |
| Icon Wealth Advisors, LLC | 8,214 | $3.02M | 0.20% | +586+7.7% | Added |
| Triad Investment Management | 8,138 | $3.01M | 3.05% | +8,138 | New |
| Signet Investment Advisory Group, Inc. | 8,132 | $3.01M | 1.40% | +227+2.9% | Added |
| Elite Wealth Management, Inc. | 8,130 | $3.01M | 0.82% | −188−2.3% | Reduced |
| J. Safra Sarasin Holding AG | 8,118 | $3.00M | 0.05% | +6,711+477.0% | Added |
| Sterling Capital Management LLC | 8,103 | $3.00M | 0.05% | −862−9.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,088 | $2.99M | 0.23% | +26+0.3% | Added |
| Forum Financial Management, LP | 8,046 | $2.98M | 0.04% | −43−0.5% | Reduced |
| IFG Advisory, LLC | 8,020 | $2.97M | 0.13% | −43−0.5% | Reduced |
| Dempze Nancy E | 8,011 | $2.96M | 1.54% | +2,953+58.4% | Added |
| Lebenthal Global Advisors, LLC | 7,990 | $2.96M | 0.46% | +778+10.8% | Added |
| Dover Advisors, LLC | 7,977 | $2.95M | 1.14% | +29+0.4% | Added |
| Pinnacle Wealth Management, LLC | 7,966 | $2.95M | 1.98% | +110+1.4% | Added |
| Holderness Investments Co | 7,965 | $2.95M | 0.60% | +208+2.7% | Added |
| Notis-McConarty Edward | 7,944 | $2.94M | 1.36% | +2,640+49.8% | Added |
| WBI Investments | 7,910 | $2.93M | 0.76% | +1,329+20.2% | Added |
| Hilltop National Bank | 7,902 | $2.92M | 0.71% | −4−0.1% | Reduced |
| GFG Capital, LLC | 7,894 | $2.92M | 1.04% | −282−3.4% | Reduced |
| Huntleigh Advisors, Inc. | 7,879 | $2.91M | 0.49% | +820+11.6% | Added |
| Xcel Wealth Management, LLC | 7,878 | $2.91M | 0.75% | −2,065−20.8% | Reduced |
| Vivid Wealth Management, LLC | 7,869 | $2.91M | 1.13% | −183−2.3% | Reduced |
| Signature Wealth Management Group | 7,855 | $2.91M | 1.18% | −861−9.9% | Reduced |
| Gateway Investment Advisers LLC | 7,854 | $2.91M | 0.03% | +654+9.1% | Added |
| Wilkins Investment Counsel Inc | 7,832 | $2.90M | 0.42% | −75−0.9% | Reduced |
| Mengis Capital Management, Inc. | 7,790 | $2.88M | 0.51% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,782 | $2.88M | 0.14% | +908+13.2% | Added |
| Rothschild Investment LLC | 7,768 | $2.87M | 0.16% | +23+0.3% | Added |
| FineMark National Bank & Trust | 7,742 | $2.86M | 0.09% | −504−6.1% | Reduced |
| Mutual Advisors, LLC | 7,710 | $2.85M | 0.06% | +360+4.9% | Added |
| Accuvest Global Advisors | 7,705 | $2.85M | 2.10% | −3,615−31.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,702 | $2.85M | 0.79% | −265−3.3% | Reduced |
| ABN AMRO Bank N.V. | 7,670 | $2.84M | 0.03% | +6,760+742.9% | Added |
| Oldfather Financial Services, LLC | 7,688 | $2.84M | 0.85% | +175+2.3% | Added |
| VestGen Advisors, LLC | 7,682 | $2.84M | 0.12% | +329+4.5% | Added |
| Blue Capital, Inc. | 7,671 | $2.84M | 2.02% | +7,671 | New |
| Moody National Bank Trust Division | 7,662 | $2.83M | 0.27% | −4,595−37.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 7,660 | $2.83M | 0.05% | −160−2.0% | Reduced |
| Marsico Capital Management LLC | 7,652 | $2.83M | 0.08% | −4,599−37.5% | Reduced |
| Sawgrass Asset Management LLC | 7,647 | $2.83M | 0.35% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 7,642 | $2.83M | 0.76% | +137+1.8% | Added |
| Red Cedar Investment Management, LLC | 7,628 | $2.82M | 0.30% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,546 | $2.79M | 0.13% | +135+1.8% | Added |
| South Shore Capital Advisors | 7,527 | $2.78M | 2.03% | +7,527 | New |
| Jackson Wealth Management, LLC | 7,512 | $2.78M | 0.27% | +151+2.1% | Added |
| Global Trust Asset Management, LLC | 7,496 | $2.77M | 1.09% | +3,850+105.6% | Added |
| Qtron Investments LLC | 7,478 | $2.77M | 0.36% | −1,635−17.9% | Reduced |
| Dakota Wealth Management | 7,476 | $2.77M | 0.05% | −7,422−49.8% | Reduced |
| Delaney Dennis R | 7,416 | $2.74M | 1.38% | +2,263+43.9% | Added |
| Veracity Capital LLC | 7,404 | $2.74M | 0.81% | +20.0% | Added |
| Savvy Advisors, Inc. | 7,402 | $2.74M | 0.09% | +2,327+45.9% | Added |
| Aaron Wealth Advisors | 7,372 | $2.73M | 0.15% | +2,042+38.3% | Added |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.71M | 1.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,290 | $2.70M | 0.13% | −919−11.2% | Reduced |