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 |
|---|---|---|---|---|---|
| Hobbs Group Advisors, LLC | 2,781 | $1.03M | 0.31% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,767 | $1.02M | 0.11% | +1,992+257.0% | Added |
| Purus Wealth Management, LLC | 2,766 | $1.02M | 0.32% | −93−3.3% | Reduced |
| Linscomb & Williams, Inc. | 2,754 | $1.02M | 0.04% | −39−1.4% | Reduced |
| Indiana Trust & Investment Management CO | 2,745 | $1.02M | 0.30% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,730 | $1.01M | 0.04% | +333+13.9% | Added |
| Midwest Financial Group LLC | 2,733 | $1.01M | 0.45% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,732 | $1.01M | 0.10% | −70−2.5% | Reduced |
| Basepoint Wealth LLC | 2,725 | $1.01M | 0.61% | −82−2.9% | Reduced |
| Cypress Capital Group | 2,723 | $1.01M | 0.11% | +586+27.4% | Added |
| Hunter Associates Investment Management LLC | 2,709 | $1.00M | 0.13% | +5+0.2% | Added |
| Sendero Wealth Management, LLC | 2,708 | $1.00M | 0.11% | +28+1.0% | Added |
| Phoenix Wealth Advisors | 2,707 | $1.00M | 0.39% | −44−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,692 | $996.0K | 0.14% | −260−8.8% | Reduced |
| Klingman & Associates, LLC | 2,692 | $995.9K | 0.05% | −723−21.2% | Reduced |
| Hartford Financial Management Inc. | 2,690 | $995.2K | 0.26% | −6−0.2% | Reduced |
| Borer Denton & Associates, Inc. | 2,687 | $994.0K | 0.34% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,680 | $991.5K | 0.07% | +800+42.6% | Added |
| Castleark Management LLC | 2,675 | $989.6K | 0.03% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,669 | $988.8K | 0.08% | +1,574+143.7% | Added |
| Brookwood Investment Group LLC | 2,670 | $987.9K | 0.12% | +187+7.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,669 | $987.2K | 0.13% | −241−8.3% | Reduced |
| Main Street Financial Solutions, LLC | 2,668 | $986.9K | 0.07% | −554−17.2% | Reduced |
| Shufro Rose & Co LLC | 2,663 | $985.2K | 0.07% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,655 | $982.2K | 0.29% | −12−0.4% | Reduced |
| Waddell & Associates, LLC | 2,655 | $982.2K | 0.07% | +17+0.6% | Added |
| Provenance Wealth Advisors, LLC | 2,654 | $981.8K | 0.11% | −10−0.4% | Reduced |
| PeakShares LLC | 2,652 | $981.1K | 0.96% | +2,652 | New |
| Numerai GP LLC | 2,649 | $980.0K | 0.12% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 2,645 | $978.5K | 0.57% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,642 | $977.4K | 0.21% | −46−1.7% | Reduced |
| Essex Savings Bank | 2,641 | $977.0K | 0.21% | −161−5.7% | Reduced |
| Ausdal Financial Partners, Inc. | 2,641 | $976.8K | 0.05% | −97−3.5% | Reduced |
| Cornerstone Wealth Group, LLC | 2,638 | $975.8K | 0.07% | −612−18.8% | Reduced |
| RFP Financial Group LLC | 2,637 | $975.6K | 0.47% | −21−0.8% | Reduced |
| Kathmere Capital Management, LLC | 2,627 | $971.9K | 0.07% | +783+42.5% | Added |
| Clarius Group, LLC | 2,626 | $971.5K | 0.06% | −880−25.1% | Reduced |
| Channel Wealth LLC | 2,626 | $971.5K | 0.25% | −25−0.9% | Reduced |
| Central Bank & Trust Co | 2,620 | $969.3K | 0.15% | +29+1.1% | Added |
| SkyView Investment Advisors, LLC | 2,620 | $969.0K | 0.12% | +249+10.5% | Added |
| Umpqua Bank | 2,619 | $968.9K | 0.27% | −16−0.6% | Reduced |
| Exchange Bank | 2,616 | $967.8K | 0.67% | −63−2.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,616 | $967.8K | 0.42% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,610 | $965.6K | 0.10% | −140−5.1% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $961.9K | 0.22% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,598 | $961.1K | 0.19% | −23−0.9% | Reduced |
| Twin Lakes Capital Management, LLC | 2,584 | $955.9K | 0.42% | −15−0.6% | Reduced |
| Marino, Stram & Associates LLC | 2,582 | $955.1K | 0.17% | +205+8.6% | Added |
| Lifeworks Advisors, LLC | 2,581 | $954.7K | 0.12% | −161−5.9% | Reduced |
| Summit Global Investments | 2,563 | $948.0K | 0.06% | +2,563 | New |
| American National Bank | 2,562 | $947.8K | 0.09% | −1,496−36.9% | Reduced |
| Legal Advantage Investments, Inc. | 2,550 | $943.4K | 0.44% | −300−10.5% | Reduced |
| Auxano Advisors, LLC | 2,548 | $942.5K | 0.19% | +65+2.6% | Added |
| Avantax Planning Partners, Inc. | 2,545 | $941.6K | 0.03% | +7+0.3% | Added |
| Jain Global LLC | 2,545 | $941.5K | 0.01% | −17,792−87.5% | Reduced |
| Keel Point, LLC | 2,537 | $938.6K | 0.06% | −122−4.6% | Reduced |
| Unified Investment Management | 2,532 | $936.6K | 0.95% | −29−1.1% | Reduced |
| Clear Harbor Asset Management, LLC | 2,531 | $936.3K | 0.06% | +250+11.0% | Added |
| RiverFront Investment Group, LLC | 2,524 | $933.8K | 0.02% | +881+53.6% | Added |
| Millington Financial Advisors, LLC | 2,590 | $930.3K | 0.41% | +10+0.4% | Added |
| Providence First Trust Co | 2,511 | $928.9K | 0.32% | +2,511 | New |
| Union Savings Bank | 2,510 | $928.6K | 0.40% | +2,510 | New |
| CoreFirst Bank & Trust | 2,508 | $927.8K | 0.50% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 2,506 | $927.1K | 0.40% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 2,506 | $927.1K | 0.13% | −9−0.4% | Reduced |
| Northside Capital Management, LLC | 2,485 | $919.3K | 0.08% | −1,128−31.2% | Reduced |
| Avidian Wealth Solutions, LLC | 2,480 | $917.6K | 0.03% | −40−1.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,480 | $917.3K | 0.19% | −166−6.3% | Reduced |
| DT Investment Partners, LLC | 2,475 | $915.6K | 0.08% | 00.0% | Unchanged |
| MQS Management LLC | 2,467 | $912.7K | 0.54% | +2,467 | New |
| Delta Financial Advisors LLC | 2,464 | $911.7K | 0.24% | +353+16.7% | Added |
| Outfitter Financial LLC | 2,460 | $910.1K | 0.72% | 00.0% | Unchanged |
| Aviso Wealth Management | 2,459 | $909.9K | 0.38% | +60+2.5% | Added |
| SG Trading Solutions, LLC | 2,457 | $909.0K | 0.21% | +2,457 | New |
| Gryphon Financial Partners LLC | 2,453 | $907.3K | 0.10% | +262+12.0% | Added |
| Cidel Asset Management Inc | 2,448 | $905.6K | 0.06% | −48−1.9% | Reduced |
| Kane Investment Management, Inc. | 2,447 | $905.4K | 0.44% | +85+3.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,442 | $903.4K | 0.09% | −268−9.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,439 | $902.3K | 0.24% | −8−0.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,438 | $901.9K | 0.10% | +40+1.7% | Added |
| OneAscent Financial Services LLC | 2,429 | $898.7K | 0.08% | +496+25.7% | Added |
| Whalen Wealth Management Inc. | 2,424 | $896.8K | 0.48% | +2,424 | New |
| Brucke Financial, Inc. | 2,421 | $895.6K | 0.49% | −172−6.6% | Reduced |
| Sax Wealth Advisors, LLC | 2,421 | $895.6K | 0.04% | +98+4.2% | Added |
| Westbourne Investment Advisors, Inc. | 2,413 | $892.7K | 0.25% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,409 | $891.4K | 0.15% | +9+0.4% | Added |
| Coign Capital Advisors LLC | 2,408 | $890.8K | 0.47% | +30+1.3% | Added |
| Prelude Capital Management, LLC | 2,407 | $890.5K | 0.07% | +731+43.6% | Added |
| Trust Co | 2,406 | $890.1K | 0.08% | +2,406 | New |
| McLean Asset Management Corp | 2,482 | $889.0K | 0.16% | +3+0.1% | Added |
| Weaver Consulting Group | 2,401 | $888.2K | 0.22% | +14+0.6% | Added |
| Confluence Investment Management LLC | 2,400 | $887.9K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $887.9K | 0.45% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 2,395 | $886.1K | 0.31% | +2,395 | New |
| Tower Wealth Partners, Inc. | 2,393 | $885.3K | 0.49% | −5−0.2% | Reduced |
| Round Rock Advisors, LLC | 2,388 | $883.6K | 0.13% | +6+0.3% | Added |
| Drucker Wealth 3.0, LLC | 2,386 | $882.8K | 0.16% | +48+2.1% | Added |
| Parkway Wealth Management Group, LLC | 2,385 | $882.3K | 0.12% | +2,385 | New |
| Monetary Management Group Inc | 2,375 | $878.6K | 0.20% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,364 | $874.6K | 0.12% | +2+0.1% | Added |