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
- 1,125 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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 7,250 | $2.68M | 0.67% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 7,208 | $2.67M | 1.18% | −11−0.2% | Reduced |
| Balboa Wealth Partners | 7,206 | $2.67M | 0.44% | +188+2.7% | Added |
| Confluence Wealth Services, Inc. | 7,202 | $2.66M | 0.11% | −11−0.2% | Reduced |
| Arjuna Capital | 7,156 | $2.65M | 0.65% | −35−0.5% | Reduced |
| Boltwood Capital Management | 7,135 | $2.64M | 0.69% | −98−1.4% | Reduced |
| Spears Abacus Advisors LLC | 7,129 | $2.64M | 0.05% | −730−9.3% | Reduced |
| Sunbelt Securities, Inc. | 7,119 | $2.63M | 0.18% | +36+0.5% | Added |
| Tilia Fiduciary Partners, Inc. | 7,098 | $2.63M | 1.45% | +225+3.3% | Added |
| SRS Capital Advisors, Inc. | 7,075 | $2.62M | 0.08% | −1,132−13.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,074 | $2.62M | 0.45% | −149−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,064 | $2.61M | 0.13% | +7,064 | New |
| Ronald Blue Trust, Inc. | 7,054 | $2.61M | 0.03% | −826−10.5% | Reduced |
| Axxcess Wealth Management, LLC | 7,047 | $2.61M | 0.05% | +254+3.7% | Added |
| Ossiam | 7,020 | $2.60M | 0.05% | −1,838−20.7% | Reduced |
| Piedmont Capital Management, LLC | 7,012 | $2.59M | 1.71% | +7,012 | New |
| Kepler Cheuvreux (Suisse) SA | 7,004 | $2.59M | 0.15% | +7,004 | New |
| Intellectus Partners, LLC | 6,935 | $2.57M | 0.50% | −250−3.5% | Reduced |
| Stock Yards Bank & Trust Co | 6,925 | $2.56M | 0.08% | −120−1.7% | Reduced |
| Nations Financial Group Inc, | 6,875 | $2.54M | 0.13% | +284+4.3% | Added |
| Symphony Financial, Ltd. Co. | 6,809 | $2.54M | 0.34% | +257+3.9% | Added |
| Baldwin Investment Management, LLC | 6,860 | $2.54M | 0.29% | −77−1.1% | Reduced |
| Everett Harris & Co | 6,850 | $2.53M | 0.03% | −75−1.1% | Reduced |
| Midwest Trust Co | 6,849 | $2.53M | 0.03% | −137−2.0% | Reduced |
| Bluebird Wealth Management LLC | 6,843 | $2.53M | 2.36% | +6,843 | New |
| McAdam, LLC | 6,827 | $2.53M | 0.12% | +77+1.1% | Added |
| Hall Capital Management Co Inc | 6,819 | $2.52M | 0.97% | +83+1.2% | Added |
| Advisors Capital Management, LLC | 6,810 | $2.52M | 0.03% | +1,118+19.6% | Added |
| Raab & Moskowitz Asset Management LLC | 6,802 | $2.52M | 0.55% | −30−0.4% | Reduced |
| First Horizon Corp | 6,758 | $2.50M | 0.11% | +195+3.0% | Added |
| Camden Capital, LLC | 6,747 | $2.50M | 0.16% | +4,008+146.3% | Added |
| Chicago Partners Investment Group LLC | 6,853 | $2.48M | 0.06% | +40+0.6% | Added |
| Eagle Capital Management, LLC | 6,699 | $2.48M | 0.90% | +147+2.2% | Added |
| Cypress Wealth Services, LLC | 6,681 | $2.47M | 0.34% | +551+9.0% | Added |
| Beacon Financial Group | 6,677 | $2.47M | 0.25% | −69−1.0% | Reduced |
| Elefante Mark B | 6,642 | $2.46M | 1.51% | +2,134+47.3% | Added |
| Nixon Peabody Trust Co | 6,627 | $2.45M | 0.19% | −1,000−13.1% | Reduced |
| Center for Financial Planning, Inc. | 6,614 | $2.45M | 0.25% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 6,552 | $2.42M | 0.22% | +1,606+32.5% | Added |
| Caxton Associates LLP | 6,551 | $2.42M | 0.05% | −712−9.8% | Reduced |
| BNP Paribas | 6,517 | $2.42M | 0.07% | −29−0.4% | Reduced |
| GLOBALT Investments LLC | 6,539 | $2.42M | 0.09% | −131−2.0% | Reduced |
| Auxier Asset Management | 6,511 | $2.41M | 0.34% | −475−6.8% | Reduced |
| Lee Danner & Bass Inc | 6,502 | $2.41M | 0.17% | 00.0% | Unchanged |
| Inkwell Capital LLC | 6,501 | $2.41M | 2.44% | −100−1.5% | Reduced |
| First Citizens Bank & Trust Co | 6,501 | $2.41M | 0.05% | +681+11.7% | Added |
| Bluefin Capital Management, LLC | 6,500 | $2.40M | 0.68% | +6,500 | New |
| Palisade Asset Management, LLC | 6,494 | $2.40M | 0.23% | −134−2.0% | Reduced |
| Solitude Financial Services | 6,473 | $2.39M | 0.79% | +589+10.0% | Added |
| BancorpSouth Bank | 6,472 | $2.39M | 0.14% | −37−0.6% | Reduced |
| Berkshire Bank | 6,456 | $2.39M | 0.48% | −1,194−15.6% | Reduced |
| Fort Point Capital Partners LLC | 6,657 | $2.38M | 0.29% | +535+8.7% | Added |
| Meridian Wealth Management, LLC | 6,433 | $2.38M | 0.08% | +807+14.3% | Added |
| First National Trust Co | 6,430 | $2.38M | 0.08% | −503−7.3% | Reduced |
| S&CO Inc | 6,386 | $2.36M | 0.15% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,373 | $2.36M | 0.54% | +30.0% | Added |
| MCF Advisors LLC | 6,358 | $2.35M | 0.13% | +3,125+96.7% | Added |
| Avestar Capital, LLC | 6,348 | $2.35M | 0.16% | +45+0.7% | Added |
| Fidelis Capital Partners, LLC | 6,342 | $2.35M | 0.17% | +1,163+22.5% | Added |
| Leavell Investment Management, Inc. | 6,338 | $2.34M | 0.10% | 00.0% | Unchanged |
| Excalibur Management Corp | 6,331 | $2.34M | 0.84% | −395−5.9% | Reduced |
| Krilogy Financial LLC | 6,436 | $2.34M | 0.08% | +488+8.2% | Added |
| CenterBook Partners LP | 6,318 | $2.34M | 0.11% | +4,699+290.2% | Added |
| Strategic Advocates LLC | 6,249 | $2.33M | 0.60% | +873+16.2% | Added |
| RMR Capital Management, LLC | 6,260 | $2.32M | 1.67% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 6,256 | $2.31M | 0.04% | −196−3.0% | Reduced |
| Gen-Wealth Partners Inc | 6,251 | $2.31M | 0.74% | +741+13.4% | Added |
| O'Domhnaill Enterprises, Inc. | 6,236 | $2.31M | 2.16% | +6,236 | New |
| Piscataqua Savings Bank | 6,212 | $2.30M | 1.61% | −70−1.1% | Reduced |
| Canopy Partners, LLC | 6,211 | $2.30M | 0.75% | +61+1.0% | Added |
| Rational Advisors LLC | 6,204 | $2.30M | 0.24% | −2,500−28.7% | Reduced |
| Diligent Investors, LLC | 6,202 | $2.29M | 0.56% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,201 | $2.29M | 0.10% | +7+0.1% | Added |
| Stablepoint Partners, LLC | 6,183 | $2.29M | 0.36% | −267−4.1% | Reduced |
| Trust Asset Management LLC | 6,182 | $2.29M | 0.16% | −240−3.7% | Reduced |
| Vinva Investment Management Ltd | 6,073 | $2.27M | 0.03% | −5,462−47.4% | Reduced |
| DSG Capital Advisors, LLC | 6,337 | $2.26M | 0.34% | +1,704+36.8% | Added |
| Paragon Private Wealth Management, LLC | 6,119 | $2.26M | 0.69% | +298+5.1% | Added |
| Net Worth Advisory Group | 6,101 | $2.26M | 0.46% | +223+3.8% | Added |
| Kimelman & Baird, LLC | 6,087 | $2.25M | 0.17% | +4,837+387.0% | Added |
| Grove Bank & Trust | 6,079 | $2.25M | 0.25% | −7−0.1% | Reduced |
| First Bank & Trust | 6,065 | $2.24M | 0.37% | +6,065 | New |
| First Western Trust Bank | 6,060 | $2.24M | 0.11% | +2,283+60.4% | Added |
| Jump Financial, LLC | 6,056 | $2.24M | 0.03% | −6,988−53.6% | Reduced |
| Weil Company, Inc. | 6,055 | $2.24M | 0.52% | 00.0% | Unchanged |
| SWP Investment Management LLC | 6,048 | $2.24M | 1.62% | +1,548+34.4% | Added |
| Citadel Investment Advisory, Inc. | 6,032 | $2.23M | 0.96% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 6,018 | $2.23M | 0.47% | +19+0.3% | Added |
| B&L Asset Management LLC | 6,017 | $2.23M | 1.00% | +20+0.3% | Added |
| Harbour Investments, Inc. | 6,014 | $2.23M | 0.05% | +4+0.1% | Added |
| Hohimer Wealth Management, LLC | 5,970 | $2.21M | 0.30% | +64+1.1% | Added |
| Equity Investment Corp | 5,967 | $2.21M | 0.04% | −869−12.7% | Reduced |
| Cozad Asset Management Inc | 5,966 | $2.21M | 0.17% | +481+8.8% | Added |
| Verition Fund Management LLC | 5,952 | $2.20M | 0.01% | −3,142−34.6% | Reduced |
| DRW Securities, LLC | 5,942 | $2.20M | 0.17% | −4,160−41.2% | Reduced |
| Sage Mountain Advisors LLC | 5,928 | $2.19M | 0.12% | −341−5.4% | Reduced |
| Busey Wealth Management | 5,927 | $2.19M | 0.06% | −4−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 5,924 | $2.19M | 0.08% | +1,218+25.9% | Added |
| YHB Investment Advisors, Inc. | 5,917 | $2.19M | 0.15% | −43−0.7% | Reduced |
| Monte Financial Group, LLC | 5,908 | $2.19M | 0.81% | −126−2.1% | Reduced |