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 |
|---|---|---|---|---|---|
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,441 | $1.27M | 0.15% | −665−16.2% | Reduced |
| Alchemi Wealth, LLC | 3,437 | $1.27M | 0.70% | +3,437 | New |
| Colonial Trust Co | 3,426 | $1.27M | 0.17% | −1,490−30.3% | Reduced |
| Platform Technology Partners | 3,422 | $1.27M | 0.27% | +18+0.5% | Added |
| Golden State Equity Partners | 3,392 | $1.25M | 0.20% | +1,271+59.9% | Added |
| Embree Financial Group | 3,385 | $1.25M | 0.15% | −11−0.3% | Reduced |
| Sigma Investment Counselors Inc | 3,378 | $1.25M | 0.06% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3,374 | $1.25M | 0.27% | +3,374 | New |
| Rexford Capital Inc | 3,367 | $1.25M | 0.94% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,366 | $1.25M | 0.02% | +110+3.4% | Added |
| LVW Advisors, LLC | 3,356 | $1.24M | 0.13% | −123−3.5% | Reduced |
| TownSquare Capital, LLC | 3,343 | $1.24M | 0.28% | −41−1.2% | Reduced |
| S-Bank Fund Management Ltd | 3,336 | $1.23M | 0.16% | −847−20.2% | Reduced |
| Aprio Wealth Management, LLC | 3,328 | $1.23M | 0.07% | +1,801+117.9% | Added |
| Quantum Financial Advisors, LLC | 3,323 | $1.23M | 0.14% | +965+40.9% | Added |
| Abacus Wealth Partners, LLC | 3,303 | $1.22M | 0.12% | +2,471+297.0% | Added |
| WBH Advisory Inc | 3,294 | $1.22M | 0.09% | −30−0.9% | Reduced |
| Union Bancaire Privee, UBP SA | 4,129 | $1.22M | 0.02% | +3,979+2,652.7% | Added |
| ZEGA Investments, LLC | 3,290 | $1.22M | 0.24% | +38+1.2% | Added |
| Allen Investment Management LLC | 3,279 | $1.21M | 0.01% | +1,303+65.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 3,440 | $1.21M | 0.27% | +1,926+127.2% | Added |
| Cetera Trust Company, N.A | 3,260 | $1.21M | 0.65% | 00.0% | Unchanged |
| Armis Advisers, LLC | 4,072 | $1.20M | 0.14% | −1,141−21.9% | Reduced |
| Strategic Investment Advisors | 3,242 | $1.20M | 0.10% | −221−6.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,240 | $1.20M | 0.28% | −3,560−52.4% | Reduced |
| Altfest L J & Co Inc | 3,232 | $1.20M | 0.13% | −172−5.1% | Reduced |
| L2 Asset Management, LLC | 3,232 | $1.20M | 0.16% | −5,280−62.0% | Reduced |
| Elevated Financial Group LLC | 3,229 | $1.19M | 0.41% | +3,229 | New |
| Continuum Advisory, LLC | 3,212 | $1.19M | 0.12% | −55−1.7% | Reduced |
| Howe & Rusling Inc | 3,191 | $1.18M | 0.08% | +1,576+97.6% | Added |
| Odyssey Capital Advisors, Inc. | 3,190 | $1.18M | 1.05% | +3,190 | New |
| Duncker Streett & Co Inc | 3,186 | $1.18M | 0.21% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,185 | $1.18M | 0.23% | +2,257+243.2% | Added |
| Cooper Financial Group | 3,181 | $1.18M | 0.13% | +183+6.1% | Added |
| Frec Markets, Inc. | 3,180 | $1.18M | 0.34% | +3,180 | New |
| Lavelle Capital LP | 3,170 | $1.17M | 0.74% | +3,170 | New |
| Legato Capital Management LLC | 3,169 | $1.17M | 0.10% | +3,169 | New |
| LGT Fund Management Co Ltd. | 3,138 | $1.17M | 0.09% | +473+17.7% | Added |
| Geneos Wealth Management Inc. | 3,167 | $1.17M | 0.03% | +30+1.0% | Added |
| SeaCrest Wealth Management, LLC | 3,094 | $1.17M | 0.12% | −71−2.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,158 | $1.17M | 0.29% | +429+15.7% | Added |
| Edgestream Partners, L.P. | 3,158 | $1.17M | 0.03% | +3,158 | New |
| Heartland Bank & Trust Co | 3,157 | $1.17M | 0.49% | +2,532+405.1% | Added |
| US Asset Management LLC | 3,150 | $1.17M | 0.95% | −33−1.0% | Reduced |
| Lewis Asset Management, LLC | 3,149 | $1.16M | 0.47% | −217−6.4% | Reduced |
| Mayflower Financial Advisors, LLC | 3,126 | $1.16M | 0.14% | −534−14.6% | Reduced |
| Resolute Wealth Strategies, LLC | 3,124 | $1.16M | 0.51% | +114+3.8% | Added |
| Novem Group | 3,124 | $1.16M | 0.13% | +3,124 | New |
| Richwood Investment Advisors, LLC | 3,216 | $1.16M | 0.83% | −75−2.3% | Reduced |
| CFO4Life Group, LLC | 3,119 | $1.15M | 0.16% | −166−5.1% | Reduced |
| PDS Planning, Inc | 3,113 | $1.15M | 0.08% | −242−7.2% | Reduced |
| Money Concepts Capital Corp | 3,098 | $1.15M | 0.06% | −81−2.5% | Reduced |
| Clean Yield Group | 3,095 | $1.14M | 0.32% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 3,094 | $1.14M | 0.46% | −94−2.9% | Reduced |
| Quotient Wealth Partners, LLC | 3,083 | $1.14M | 0.03% | +48+1.6% | Added |
| Milestone Asset Management, LLC | 3,074 | $1.14M | 0.21% | −191−5.8% | Reduced |
| Matrix Asset Advisors Inc | 3,066 | $1.13M | 0.10% | −2−0.1% | Reduced |
| Phoenix Holdings Ltd. | 3,058 | $1.13M | 0.01% | +1,167+61.7% | Added |
| Pekin Hardy Strauss, Inc. | 3,057 | $1.13M | 0.10% | +8+0.3% | Added |
| LS Investment Advisors, LLC | 3,019 | $1.12M | 0.16% | +343+12.8% | Added |
| Scissortail Wealth Management, LLC | 3,017 | $1.12M | 0.25% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,015 | $1.12M | 0.30% | +15+0.5% | Added |
| West Branch Capital LLC | 3,002 | $1.11M | 0.29% | +1,106+58.3% | Added |
| Ulysses Management LLC | 3,000 | $1.11M | 0.29% | −2,000−40.0% | Reduced |
| Tradition Wealth Management, LLC | 2,991 | $1.11M | 0.08% | +39+1.3% | Added |
| Capital Investment Advisory Services, LLC | 2,976 | $1.10M | 0.08% | +1,700+133.2% | Added |
| Mattern Capital Management, LLC | 2,944 | $1.09M | 0.13% | +4+0.1% | Added |
| Centennial Bank | 2,931 | $1.08M | 0.43% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,923 | $1.08M | 0.11% | +10.0% | Added |
| Cambridge Advisors Inc. | 2,910 | $1.08M | 0.20% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,909 | $1.08M | 0.04% | −19,306−86.9% | Reduced |
| Chapman Financial Group, LLC | 2,903 | $1.07M | 0.73% | −50−1.7% | Reduced |
| ISAM Funds (UK) Ltd | 2,901 | $1.07M | 0.39% | +2,901 | New |
| Richards, Merrill & Peterson, Inc. | 2,899 | $1.07M | 0.41% | +310+12.0% | Added |
| MJP Associates Inc | 2,885 | $1.07M | 0.13% | −760−20.9% | Reduced |
| BIP Wealth, LLC | 2,884 | $1.07M | 0.04% | +1,555+117.0% | Added |
| Taylor Securities Services, Inc. | 2,882 | $1.07M | 0.49% | +2,882 | New |
| Capital Markets Trading UK LLP | 2,875 | $1.06M | 1.28% | +943+48.8% | Added |
| Aigen Investment Management, LP | 2,874 | $1.06M | 0.25% | +2,874 | New |
| United Community Bank | 2,870 | $1.06M | 0.40% | +21+0.7% | Added |
| Orleans Capital Management Corp | 2,867 | $1.06M | 0.66% | +152+5.6% | Added |
| one8zero8, LLC | 2,865 | $1.06M | 0.23% | −15−0.5% | Reduced |
| Trust Co of Virginia | 2,864 | $1.06M | 0.09% | −85−2.9% | Reduced |
| Guardian Wealth Advisors, LLC | 2,863 | $1.06M | 0.07% | +7+0.2% | Added |
| MFA Wealth Services | 2,862 | $1.06M | 0.72% | +17+0.6% | Added |
| Trustmark National Bank Trust Department | 2,861 | $1.06M | 0.07% | +1,113+63.7% | Added |
| Catalyst Financial Partners LLC | 2,860 | $1.06M | 0.12% | +68+2.4% | Added |
| Ballast, Inc. | 2,854 | $1.06M | 0.25% | +1,566+121.6% | Added |
| Arrow Financial Corp | 2,839 | $1.05M | 0.10% | −170−5.6% | Reduced |
| Belpointe Asset Management LLC | 2,824 | $1.05M | 0.04% | −96−3.3% | Reduced |
| Warther Private Wealth, LLC | 2,813 | $1.04M | 0.25% | +13+0.5% | Added |
| Brian Low Financial Group, LLC | 2,809 | $1.04M | 0.74% | +213+8.2% | Added |
| McIlrath & Eck, LLC | 2,802 | $1.04M | 0.10% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $1.04M | 0.50% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,800 | $1.04M | 1.32% | −4−0.1% | Reduced |
| Kearns & Associates LLC | 2,800 | $1.04M | 0.54% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,797 | $1.03M | 0.21% | −198−6.6% | Reduced |
| LongView Wealth Management | 2,873 | $1.03M | 0.25% | −31−1.1% | Reduced |
| Fortune Financial Advisors, LLC | 2,789 | $1.03M | 0.70% | −2−0.1% | Reduced |
| Benin Management CORP | 2,789 | $1.03M | 0.23% | 00.0% | Unchanged |