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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 4,000 | $1.48M | 0.18% | −31−0.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.48M | 0.72% | +4,000 | New |
| Moment Partners, LLC | 4,000 | $1.48M | 0.30% | 00.0% | Unchanged |
| Promethium Advisors,llc | 3,991 | $1.48M | 0.80% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,990 | $1.48M | 0.08% | −50−1.2% | Reduced |
| GeoWealth Management, LLC | 3,987 | $1.48M | 0.05% | −220−5.2% | Reduced |
| Knightsbridge Asset Management, LLC | 3,986 | $1.47M | 0.24% | −3−0.1% | Reduced |
| Arwa LLC | 3,984 | $1.47M | 0.86% | +3,984 | New |
| Orrstown Financial Services Inc | 3,974 | $1.47M | 0.25% | −77−1.9% | Reduced |
| Alhambra Investment Partners LLC | 3,973 | $1.47M | 0.68% | +231+6.2% | Added |
| Essex Investment Management Co LLC | 3,965 | $1.47M | 0.22% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 3,963 | $1.47M | 0.75% | +280+7.6% | Added |
| Ervin Investment Management, LLC | 3,956 | $1.46M | 0.82% | −190−4.6% | Reduced |
| Bridges Investment Management Inc | 3,954 | $1.46M | 0.02% | −17−0.4% | Reduced |
| Plancorp, LLC | 3,950 | $1.46M | 0.04% | −77−1.9% | Reduced |
| Howard Capital Management Inc. | 3,950 | $1.46M | 0.02% | +21+0.5% | Added |
| Soltis Investment Advisors LLC | 3,940 | $1.46M | 0.10% | +234+6.3% | Added |
| Linden Thomas Advisory Services, LLC | 3,939 | $1.46M | 0.15% | +142+3.7% | Added |
| Washington Trust Co | 3,936 | $1.46M | 0.05% | −215−5.2% | Reduced |
| Ark Wealth Advisors LLC | 3,935 | $1.46M | 1.57% | +3,935 | New |
| Paul Damon & Associates, Inc. | 3,933 | $1.46M | 0.65% | +378+10.6% | Added |
| Coastal Investment Advisors, Inc. | 3,925 | $1.45M | 0.48% | −604−13.3% | Reduced |
| Allegheny Financial Group LTD | 3,921 | $1.45M | 0.21% | +5+0.1% | Added |
| GreatBanc Trust CO | 3,921 | $1.45M | 1.02% | −32−0.8% | Reduced |
| Oakworth Capital, Inc. | 3,913 | $1.45M | 0.08% | −128−3.2% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $1.45M | 0.20% | 00.0% | Unchanged |
| Nutshell Asset Management Ltd | 3,900 | $1.44M | 0.51% | +1,500+62.5% | Added |
| Portside Wealth Group, LLC | 3,892 | $1.44M | 0.19% | +443+12.8% | Added |
| Navis Wealth Advisors, LLC | 3,891 | $1.44M | 0.61% | +33+0.9% | Added |
| Sun Financial Inc | 3,887 | $1.44M | 0.80% | +3,887 | New |
| Harvest Fund Management Co., Ltd | 3,882 | $1.44M | 0.05% | +2,631+210.3% | Added |
| MTM Investment Management, LLC | 3,880 | $1.44M | 0.46% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 3,878 | $1.43M | 0.20% | +166+4.5% | Added |
| Argus Investors' Counsel, Inc. | 3,874 | $1.43M | 1.14% | +101+2.7% | Added |
| Centerpoint Advisors, LLC | 3,871 | $1.43M | 0.44% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,854 | $1.43M | 0.59% | +81+2.1% | Added |
| Koshinski Asset Management, Inc. | 3,848 | $1.42M | 0.09% | −204−5.0% | Reduced |
| Aspen Investment Management Inc | 3,839 | $1.42M | 0.43% | −18−0.5% | Reduced |
| Private Wealth Asset Management, LLC | 3,834 | $1.42M | 0.15% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,835 | $1.41M | 0.38% | +281+7.9% | Added |
| Zions Bancorporation, National Association | 3,817 | $1.41M | 0.07% | +1,454+61.5% | Added |
| Physicians Financial Services, Inc. | 3,815 | $1.41M | 0.38% | 00.0% | Unchanged |
| First Foundation Advisors | 3,812 | $1.41M | 0.05% | −48−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,811 | $1.41M | 0.07% | −138−3.5% | Reduced |
| Sage Rhino Capital LLC | 3,806 | $1.41M | 0.27% | −91−2.3% | Reduced |
| Abel Hall, LLC | 3,804 | $1.41M | 0.33% | +1,981+108.7% | Added |
| PDT Partners, LLC | 3,800 | $1.41M | 0.09% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 3,780 | $1.40M | 1.34% | +3,780 | New |
| Evelyn Partners Investment Management LLP | 3,779 | $1.40M | 0.04% | −170−4.3% | Reduced |
| WealthPlan Investment Management, LLC | 3,777 | $1.40M | 0.09% | +3,777 | New |
| Financial Management Network Inc | 3,740 | $1.39M | 0.22% | +29+0.8% | Added |
| TCG Advisory Services, LLC | 3,766 | $1.39M | 0.04% | +3,766 | New |
| Byrne Asset Management LLC | 3,765 | $1.39M | 0.78% | +5+0.1% | Added |
| Shay Capital LLC | 3,750 | $1.39M | 0.22% | +3,750 | New |
| InvesTrust | 3,750 | $1.39M | 0.54% | −450−10.7% | Reduced |
| Great Diamond Partners, LLC | 3,738 | $1.38M | 0.27% | −73−1.9% | Reduced |
| Portus Wealth Advisors, LLC | 3,734 | $1.38M | 1.30% | +177+5.0% | Added |
| Pure Financial Advisors, Inc. | 3,722 | $1.38M | 0.02% | +220+6.3% | Added |
| Ellevest, Inc. | 3,722 | $1.38M | 0.19% | −150−3.9% | Reduced |
| Skba Capital Management LLC | 3,712 | $1.37M | 0.19% | −27−0.7% | Reduced |
| Advisory Alpha, LLC | 3,709 | $1.37M | 0.04% | +476+14.7% | Added |
| Ameritas Advisory Services, LLC | 3,701 | $1.37M | 0.05% | +433+13.2% | Added |
| Hills Bank & Trust Co | 3,694 | $1.37M | 0.08% | +207+5.9% | Added |
| Keating Financial Advisory Services, Inc. | 3,690 | $1.37M | 0.19% | +3,690 | New |
| Cambria Investment Management, L.P. | 3,690 | $1.36M | 0.08% | +1,559+73.2% | Added |
| International Assets Investment Management, LLC | 3,681 | $1.36M | 0.09% | +829+29.1% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.35M | 0.13% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 3,654 | $1.35M | 0.29% | +260+7.7% | Added |
| Texas Yale Capital Corp. | 3,648 | $1.35M | 0.04% | +125+3.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,641 | $1.35M | 0.05% | −381−9.5% | Reduced |
| Founders Financial Alliance, LLC | 3,635 | $1.35M | 0.25% | +175+5.1% | Added |
| Values First Advisors, Inc. | 3,632 | $1.34M | 0.70% | +316+9.5% | Added |
| Stance Capital LLC | 3,631 | $1.34M | 0.49% | −500−12.1% | Reduced |
| Sunflower Bank, N.A. | 3,626 | $1.34M | 0.34% | −108−2.9% | Reduced |
| Conway Capital Management, Inc. | 3,625 | $1.34M | 0.57% | +250+7.4% | Added |
| United Asset Strategies, Inc. | 3,612 | $1.34M | 0.10% | −77−2.1% | Reduced |
| Angeles Wealth Management, LLC | 3,606 | $1.33M | 0.07% | +651+22.0% | Added |
| CMT Capital Markets Trading GmbH | 3,600 | $1.33M | 0.88% | −325−8.3% | Reduced |
| Saybrook Capital | 3,600 | $1.33M | 0.33% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,595 | $1.33M | 0.09% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,590 | $1.33M | 0.30% | +233+6.9% | Added |
| Enclave Advisors LLC | 3,585 | $1.33M | 0.19% | −6−0.2% | Reduced |
| Bell Bank | 3,583 | $1.33M | 0.06% | +250+7.5% | Added |
| Elyxium Wealth, LLC | 3,582 | $1.33M | 0.37% | +115+3.3% | Added |
| Tobam | 3,575 | $1.32M | 0.32% | +3,214+890.3% | Added |
| Pathway Financial Advisers, LLC | 3,564 | $1.32M | 0.38% | −20−0.6% | Reduced |
| Seven Mile Advisory | 3,556 | $1.32M | 0.23% | +494+16.1% | Added |
| Profit Investment Management, LLC | 3,541 | $1.31M | 5.29% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,524 | $1.30M | 0.14% | +107+3.1% | Added |
| Nilsine Partners, LLC | 3,523 | $1.30M | 0.11% | +296+9.2% | Added |
| Childress Capital Advisors, LLC | 3,518 | $1.30M | 0.21% | +233+7.1% | Added |
| Verus Capital Partners, LLC | 3,507 | $1.30M | 0.09% | −90−2.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,506 | $1.30M | 0.06% | +502+16.7% | Added |
| Kingswood Wealth Advisors, LLC | 3,487 | $1.29M | 0.06% | +380+12.2% | Added |
| Alerus Financial NA | 3,467 | $1.28M | 0.06% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,461 | $1.28M | 0.27% | −55−1.6% | Reduced |
| Alexander Randolph Advisory, Inc. | 3,453 | $1.28M | 1.06% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,452 | $1.28M | 0.74% | +19+0.6% | Added |
| Bahl & Gaynor Inc | 3,448 | $1.28M | 0.01% | +150+4.5% | Added |
| Oak Asset Management, LLC | 3,442 | $1.27M | 0.43% | −138−3.9% | Reduced |