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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 5,904 | $2.18M | 0.41% | +59+1.0% | Added |
| Legacy Edge Advisors, LLC | 5,897 | $2.18M | 0.24% | −145−2.4% | Reduced |
| Lakeshore Capital Group, Inc. | 5,891 | $2.18M | 1.74% | +101+1.7% | Added |
| Stokes Family Office, LLC | 5,890 | $2.18M | 0.20% | −153−2.5% | Reduced |
| Washington Trust Advisors, Inc. | 5,890 | $2.18M | 0.17% | −27−0.5% | Reduced |
| Highline Wealth Partners LLC | 5,854 | $2.17M | 0.61% | +19+0.3% | Added |
| Souders Financial Advisors | 5,850 | $2.16M | 0.25% | +128+2.2% | Added |
| Transatlantique Private Wealth LLC | 5,704 | $2.11M | 0.66% | −270−4.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,698 | $2.11M | 0.12% | +4,615+426.1% | Added |
| Cadent Capital Advisors, LLC | 5,682 | $2.10M | 0.56% | +1,263+28.6% | Added |
| Stonebrook Private Inc. | 5,672 | $2.10M | 0.44% | +26+0.5% | Added |
| Buckingham Strategic Partners | 5,656 | $2.09M | 0.03% | +1,290+29.5% | Added |
| Premier Path Wealth Partners, LLC | 5,653 | $2.09M | 0.27% | +171+3.1% | Added |
| Checchi Capital Advisers, LLC | 5,647 | $2.09M | 0.14% | −26−0.5% | Reduced |
| Crewe Advisors LLC | 5,632 | $2.08M | 0.18% | −20.0% | Reduced |
| Associated Banc-Corp | 5,632 | $2.08M | 0.05% | −230−3.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 5,628 | $2.08M | 0.43% | +5,628 | New |
| Private Trust Co NA | 5,620 | $2.08M | 0.18% | +46+0.8% | Added |
| North Star Investment Management Corp. | 5,616 | $2.08M | 0.13% | +928+19.8% | Added |
| KRS Capital Management, LLC | 5,598 | $2.07M | 1.19% | −4−0.1% | Reduced |
| Insight Advisors, LLC | 5,590 | $2.07M | 0.31% | −118−2.1% | Reduced |
| 3Chopt Investment Partners, LLC | 5,590 | $2.07M | 0.46% | −108−1.9% | Reduced |
| Capital Analysts, LLC | 5,574 | $2.06M | 0.06% | +46+0.8% | Added |
| Integrity Alliance, LLC. | 5,547 | $2.05M | 0.08% | +1,230+28.5% | Added |
| Hager Investment Management Services, LLC | 5,543 | $2.05M | 1.12% | +1,422+34.5% | Added |
| NBC Securities, Inc. | 5,532 | $2.05M | 0.15% | −185−3.2% | Reduced |
| Northcape Wealth Management, LLC | 5,527 | $2.04M | 0.58% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,523 | $2.04M | 0.09% | +320+6.2% | Added |
| AlphaCore Capital LLC | 5,512 | $2.04M | 0.05% | +2,747+99.3% | Added |
| Parrish Capital LLC | 5,504 | $2.04M | 1.84% | +5,504 | New |
| Icon Advisers Inc | 5,500 | $2.03M | 0.44% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,443 | $2.03M | 0.03% | −190−3.4% | Reduced |
| Chesapeake Wealth Management | 5,450 | $2.02M | 0.60% | −205−3.6% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $2.01M | 0.29% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,441 | $2.01M | 0.19% | +691+14.5% | Added |
| MainStreet Investment Advisors LLC | 5,422 | $2.01M | 0.29% | −439−7.5% | Reduced |
| Taylor Frigon Capital Management LLC | 5,414 | $2.00M | 1.01% | −2,017−27.1% | Reduced |
| Laurel Wealth Advisors LLC | 5,390 | $1.99M | 0.26% | −77−1.4% | Reduced |
| CWA Asset Management Group, LLC | 5,386 | $1.99M | 0.07% | +164+3.1% | Added |
| Miller Capital Partners, Inc. | 5,376 | $1.99M | 1.02% | +5,376 | New |
| Abundance Wealth Counselors | 5,355 | $1.98M | 0.33% | −98−1.8% | Reduced |
| Community Bank, N.A. | 5,355 | $1.98M | 0.23% | −75−1.4% | Reduced |
| Northstar Advisory Group, LLC | 5,343 | $1.98M | 0.70% | −106−1.9% | Reduced |
| Doliver Advisors, LP | 5,329 | $1.97M | 0.49% | +796+17.6% | Added |
| Norden Group LLC | 5,310 | $1.96M | 0.19% | +85+1.6% | Added |
| Virtus Investment Advisers, Inc. | 5,283 | $1.95M | 0.53% | −618−10.5% | Reduced |
| Advisor OS, LLC | 5,269 | $1.95M | 0.16% | −575−9.8% | Reduced |
| Rydar Equities, Inc. | 5,265 | $1.95M | 1.52% | +20.0% | Added |
| Boston Private Wealth LLC | 5,258 | $1.95M | 0.11% | −157−2.9% | Reduced |
| Cigna Investments Inc | 5,250 | $1.94M | 0.28% | −5−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,392 | $1.94M | 0.02% | +26+0.5% | Added |
| NBZ Investment Advisors LLC | 5,238 | $1.94M | 0.85% | −166−3.1% | Reduced |
| Spinnaker Trust | 5,214 | $1.93M | 0.10% | +135+2.7% | Added |
| Ransom Advisory, Ltd | 5,204 | $1.93M | 0.76% | −742−12.5% | Reduced |
| Ramirez Asset Management, Inc. | 5,199 | $1.92M | 0.25% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,193 | $1.92M | 0.30% | −233−4.3% | Reduced |
| Wellington Shields & Co., LLC | 5,186 | $1.92M | 0.47% | +167+3.3% | Added |
| Vectors Research Management, LLC | 5,183 | $1.92M | 0.59% | −106−2.0% | Reduced |
| WSFS Capital Management, LLC | 5,178 | $1.92M | 0.09% | +184+3.7% | Added |
| Garde Capital, Inc. | 5,177 | $1.92M | 0.11% | +20+0.4% | Added |
| Element Capital Management LLC | 5,165 | $1.91M | 0.99% | +5,165 | New |
| Cornerstone Planning Group LLC | 5,339 | $1.91M | 0.30% | +19+0.4% | Added |
| Aspire Private Capital, LLC | 5,151 | $1.91M | 0.42% | −132−2.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,139 | $1.90M | 0.09% | +116+2.3% | Added |
| Sterling Wealth Management, Inc. | 5,135 | $1.90M | 0.54% | −10.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,112 | $1.89M | 0.09% | −49−0.9% | Reduced |
| S.A. Mason LLC | 5,102 | $1.89M | 0.75% | −11−0.2% | Reduced |
| Factorial Partners, LLC | 5,100 | $1.89M | 1.25% | 00.0% | Unchanged |
| Leo Wealth, LLC | 5,093 | $1.88M | 0.14% | +1,410+38.3% | Added |
| Griffith & Werner, Inc. | 5,092 | $1.88M | 0.96% | +43+0.9% | Added |
| WealthTrust Axiom LLC | 5,088 | $1.88M | 0.48% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,084 | $1.88M | 2.15% | −3,713−42.2% | Reduced |
| Cambient Family Office, LLC | 5,083 | $1.88M | 0.27% | +5,083 | New |
| Baker Avenue Asset Management, LP | 5,076 | $1.88M | 0.04% | +68+1.4% | Added |
| Bradyco, Inc. | 5,074 | $1.88M | 2.33% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 5,069 | $1.88M | 0.31% | +65+1.3% | Added |
| Beacon Investment Advisory Services, Inc. | 5,051 | $1.87M | 0.08% | −8−0.2% | Reduced |
| Pecaut & Co. | 5,050 | $1.87M | 0.60% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.87M | 1.30% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,019 | $1.86M | 1.58% | −50−1.0% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.85M | 0.39% | 00.0% | Unchanged |
| Weik Capital Management | 4,993 | $1.85M | 0.69% | −45−0.9% | Reduced |
| Accredited Investors Inc. | 4,968 | $1.84M | 0.10% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,194 | $1.83M | 0.28% | +281+5.7% | Added |
| William Allan, LLC | 4,944 | $1.83M | 1.04% | −212−4.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,943 | $1.83M | 0.09% | −3,794−43.4% | Reduced |
| Bank of Hawaii | 4,936 | $1.83M | 0.09% | −104−2.1% | Reduced |
| Focus Financial Network, Inc. | 4,934 | $1.83M | 0.06% | −213−4.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,921 | $1.82M | 0.04% | −75−1.5% | Reduced |
| Carr Financial Group Corp | 4,917 | $1.82M | 0.48% | +33+0.7% | Added |
| Harbor Investment Advisory, LLC | 4,905 | $1.81M | 0.14% | +106+2.2% | Added |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 4,886 | $1.81M | 0.18% | −452−8.5% | Reduced |
| Alps Advisors Inc | 4,865 | $1.80M | 0.01% | −260−5.1% | Reduced |
| Accurate Wealth Management, LLC | 4,786 | $1.80M | 0.23% | +327+7.3% | Added |
| Olistico Wealth, LLC | 4,839 | $1.79M | 0.87% | +407+9.2% | Added |
| Ameritas Investment Partners, Inc. | 4,809 | $1.78M | 0.05% | −139−2.8% | Reduced |
| PFG Advisors | 4,807 | $1.78M | 0.09% | −372−7.2% | Reduced |
| Magnus Financial Group LLC | 4,802 | $1.78M | 0.14% | +204+4.4% | Added |
| First Dallas Securities Inc. | 4,799 | $1.78M | 0.66% | +25+0.5% | Added |