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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Beaumont Asset Management, L.L.C. | 4,798 | $1.78M | 0.89% | −86−1.8% | Reduced |
| Argentarii, LLC | 4,794 | $1.77M | 0.60% | +10.0% | Added |
| Saxon Interests, Inc. | 4,785 | $1.77M | 0.63% | +8+0.2% | Added |
| Papp L Roy & Associates | 4,779 | $1.77M | 0.20% | +279+6.2% | Added |
| Aspiriant, LLC | 4,778 | $1.77M | 0.05% | +430+9.9% | Added |
| Mystic Asset Management, Inc. | 4,770 | $1.76M | 0.40% | +58+1.2% | Added |
| Schear Investment Advisers, LLC | 4,761 | $1.76M | 0.76% | +1,222+34.5% | Added |
| Sompo Asset Management Co., Ltd. | 4,760 | $1.76M | 0.30% | −370−7.2% | Reduced |
| Aventura Private Wealth, LLC | 4,758 | $1.76M | 0.63% | −4−0.1% | Reduced |
| Minot DeBlois Advisors LLC | 4,746 | $1.76M | 1.58% | −31−0.6% | Reduced |
| Alaethes Wealth LLC | 4,739 | $1.75M | 0.49% | +4,739 | New |
| Patten & Patten Inc | 4,728 | $1.75M | 0.10% | −46−1.0% | Reduced |
| Csenge Advisory Group | 4,723 | $1.75M | 0.08% | −321−6.4% | Reduced |
| Ledyard National Bank | 4,722 | $1.75M | 0.15% | −459−8.9% | Reduced |
| SageGuard Financial Group, LLC | 4,715 | $1.74M | 0.28% | +4,715 | New |
| TCI Wealth Advisors, Inc. | 4,714 | $1.74M | 0.10% | −17−0.4% | Reduced |
| Barden Capital Management, Inc. | 4,687 | $1.73M | 1.42% | +69+1.5% | Added |
| Muirfield Wealth Advisors LLC | 4,673 | $1.73M | 1.27% | −106−2.2% | Reduced |
| Wealthcare Advisory Partners LLC | 4,672 | $1.73M | 0.03% | +154+3.4% | Added |
| Great Valley Advisor Group, Inc. | 4,672 | $1.73M | 0.03% | +1,352+40.7% | Added |
| Twelve Points Wealth Management LLC | 4,597 | $1.73M | 0.39% | 00.0% | Unchanged |
| Leisure Capital Management | 4,663 | $1.73M | 0.57% | +8+0.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,657 | $1.72M | 0.14% | +4,657 | New |
| Rockland Trust Co | 4,656 | $1.72M | 0.07% | −326−6.5% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 4,653 | $1.72M | 0.79% | +1,531+49.0% | Added |
| Woodstock Corp | 4,652 | $1.72M | 0.15% | −4−0.1% | Reduced |
| Marble Wealth, LLC | 4,651 | $1.72M | 0.24% | +4,651 | New |
| Pflug Koory, LLC | 4,636 | $1.72M | 0.80% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,614 | $1.71M | 0.06% | −2,516−35.3% | Reduced |
| Proathlete Wealth Management LLC | 4,591 | $1.70M | 0.46% | +115+2.6% | Added |
| Sentry LLC | 4,591 | $1.70M | 0.46% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,580 | $1.69M | 0.34% | 00.0% | Unchanged |
| Apella Capital, LLC | 4,573 | $1.69M | 0.03% | +193+4.4% | Added |
| First Command Advisory Services, Inc. | 4,562 | $1.69M | 0.01% | +170+3.9% | Added |
| Trust Point Inc. | 4,561 | $1.69M | 0.13% | −58−1.3% | Reduced |
| Cambridge Financial Group, LLC | 5,427 | $1.68M | 0.58% | +47+0.9% | Added |
| Arbor Capital Management Inc | 4,433 | $1.67M | 1.40% | −332−7.0% | Reduced |
| Invst, LLC | 4,518 | $1.67M | 0.18% | −890−16.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $1.66M | 0.81% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,492 | $1.66M | 0.23% | +331+8.0% | Added |
| Guardian Investment Management | 4,492 | $1.66M | 1.33% | −100−2.2% | Reduced |
| Lyell Wealth Management, LP | 4,477 | $1.66M | 0.12% | +272+6.5% | Added |
| Levin Capital Strategies, L.P. | 4,474 | $1.66M | 0.14% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 4,465 | $1.65M | 0.06% | +171+4.0% | Added |
| Bedel Financial Consulting, Inc. | 4,462 | $1.65M | 0.18% | +118+2.7% | Added |
| Redwood Investment Management, LLC | 4,459 | $1.65M | 0.19% | +2,945+194.5% | Added |
| BankPlus Trust Department | 4,452 | $1.65M | 0.43% | +1,600+56.1% | Added |
| Tufton Capital Management | 4,448 | $1.65M | 0.29% | −65−1.4% | Reduced |
| Tompkins Financial Corp | 4,442 | $1.64M | 0.13% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 4,452 | $1.64M | 0.45% | +811+22.3% | Added |
| Simmons Bank | 4,418 | $1.63M | 0.11% | −320−6.8% | Reduced |
| Investment Research Partners LLC | 4,413 | $1.63M | 0.70% | +22+0.5% | Added |
| Old Mission Investment Co LLC | 4,406 | $1.63M | 0.39% | −36−0.8% | Reduced |
| Salem Investment Counselors Inc | 4,400 | $1.63M | 0.05% | +43+1.0% | Added |
| Legacy Advisors, LLC | 4,387 | $1.62M | 0.17% | +667+17.9% | Added |
| Hilltop Holdings Inc. | 4,380 | $1.62M | 0.10% | −7,753−63.9% | Reduced |
| AXA S.A. | 4,367 | $1.62M | 0.76% | −750−14.7% | Reduced |
| Victrix Investment Advisors | 4,348 | $1.61M | 0.62% | +4,348 | New |
| Riverbend Wealth Management, LLC | 4,340 | $1.61M | 1.01% | +169+4.1% | Added |
| Essex Financial Services, Inc. | 4,339 | $1.61M | 0.09% | +379+9.6% | Added |
| Golden State Wealth Management, LLC | 4,310 | $1.59M | 0.17% | +563+15.0% | Added |
| Mraz, Amerine & Associates, Inc. | 4,305 | $1.59M | 0.24% | −50−1.1% | Reduced |
| Core Alternative Capital | 4,305 | $1.59M | 0.44% | −112−2.5% | Reduced |
| Schulhoff & Co Inc | 4,300 | $1.59M | 0.67% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,282 | $1.58M | 0.19% | +31+0.7% | Added |
| Fideuram Asset Management (Ireland) dac | 5,326 | $1.58M | 0.13% | +5,326 | New |
| Westpac Banking Corp | 4,259 | $1.58M | 0.10% | +79+1.9% | Added |
| Boyar Asset Management Inc. | 4,258 | $1.58M | 1.00% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,241 | $1.57M | 0.26% | +4+0.1% | Added |
| 180 Wealth Advisors, LLC | 4,240 | $1.57M | 0.18% | +266+6.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,238 | $1.57M | 0.12% | +772+22.3% | Added |
| Thoroughbred Financial Services, LLC | 4,236 | $1.57M | 0.09% | −9−0.2% | Reduced |
| Davidson Capital Management Inc. | 4,225 | $1.56M | 0.34% | +4,188+11,318.9% | Added |
| Tred Avon Family Wealth, LLC | 4,215 | $1.56M | 0.51% | +83+2.0% | Added |
| Atlas Brown,Inc. | 4,205 | $1.56M | 0.46% | +10.0% | Added |
| Verity & Verity, LLC | 4,187 | $1.55M | 0.12% | +1,740+71.1% | Added |
| Trueblood Wealth Management, LLC | 4,180 | $1.55M | 0.60% | +104+2.6% | Added |
| Delphi Management Inc | 4,179 | $1.55M | 1.51% | −462−10.0% | Reduced |
| Advisory Research Inc | 4,167 | $1.54M | 0.19% | −904−17.8% | Reduced |
| Kovack Advisors, Inc. | 4,165 | $1.54M | 0.07% | +648+18.4% | Added |
| Headlands Technologies LLC | 4,160 | $1.54M | 0.13% | +4,160 | New |
| Leonteq Securities AG | 4,140 | $1.53M | 0.08% | −3,968−48.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,126 | $1.53M | 0.19% | −94−2.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,123 | $1.53M | 0.75% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,120 | $1.52M | 0.43% | −50−1.2% | Reduced |
| VeraBank, N.A. | 4,116 | $1.52M | 0.28% | −31−0.7% | Reduced |
| Resources Management Corp | 4,100 | $1.52M | 0.20% | −25−0.6% | Reduced |
| Marathon Wealth Advisors LLC | 4,092 | $1.51M | 0.60% | +4,092 | New |
| Larson Financial Group LLC | 4,075 | $1.51M | 0.05% | −761−15.7% | Reduced |
| Whelan Financial | 4,058 | $1.50M | 0.47% | +322+8.6% | Added |
| Quent Capital, LLC | 4,058 | $1.50M | 0.11% | +324+8.7% | Added |
| Amarillo National Bank | 4,048 | $1.50M | 0.26% | −108−2.6% | Reduced |
| McLaughlin Asset Management, Inc. | 4,047 | $1.50M | 1.34% | +4,047 | New |
| Evermay Wealth Management LLC | 4,044 | $1.50M | 0.17% | +10+0.2% | Added |
| Winebrenner Capital Management LLC | 4,037 | $1.49M | 1.00% | 00.0% | Unchanged |
| Next Level Private LLC | 4,028 | $1.49M | 0.39% | −4−0.1% | Reduced |
| Founders Financial Securities LLC | 4,028 | $1.49M | 0.09% | +1,753+77.1% | Added |
| Lazari Capital Management, Inc. | 4,020 | $1.49M | 0.50% | +12+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 4,016 | $1.49M | 0.34% | −20−0.5% | Reduced |
| Blue Jean Financial LLC | 4,006 | $1.48M | 1.20% | +4,006 | New |