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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 2,361 | $873.3K | 0.05% | +3+0.1% | Added |
| Stonebridge Capital Advisors LLC | 2,357 | $871.9K | 0.06% | +2+0.1% | Added |
| Bristol John W & Co Inc | 2,351 | $869.8K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,350 | $869.4K | 0.06% | +880+59.9% | Added |
| Sound Income Strategies, LLC | 2,380 | $868.3K | 0.04% | +1,932+431.3% | Added |
| Meridian Wealth Advisors, LLC | 2,343 | $866.8K | 0.12% | −121−4.9% | Reduced |
| Millstone Evans Group, LLC | 2,342 | $866.4K | 0.51% | −88−3.6% | Reduced |
| PFC Capital Group, Inc. | 2,335 | $863.0K | 0.36% | −62−2.6% | Reduced |
| David Loasby | 2,400 | $862.9K | 0.06% | +7+0.3% | Added |
| Secure Asset Management, LLC | 2,332 | $862.9K | 0.14% | −134−5.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,325 | $860.0K | 0.27% | +22+1.0% | Added |
| Sage Capital Management, LLC | 2,324 | $859.8K | 0.40% | −171−6.9% | Reduced |
| National Wealth Management Group, LLC | 2,315 | $856.4K | 0.30% | +1,409+155.5% | Added |
| Palisades Hudson Asset Management, L.P. | 2,315 | $855.0K | 0.33% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,304 | $852.4K | 0.17% | −110−4.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,301 | $851.3K | 0.05% | +26+1.1% | Added |
| Fell Capital Management | 2,290 | $847.2K | 0.83% | +2,290 | New |
| Arq Wealth Advisors, LLC | 2,286 | $845.7K | 0.23% | −150−6.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,284 | $844.9K | 0.13% | −140−5.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,281 | $843.9K | 0.04% | +31+1.4% | Added |
| Strategic Blueprint, LLC | 2,276 | $842.0K | 0.05% | −773−25.4% | Reduced |
| SGL Investment Advisors, Inc. | 2,367 | $839.4K | 0.34% | +36+1.5% | Added |
| Custom Index Systems, LLC | 2,267 | $838.7K | 0.37% | −932−29.1% | Reduced |
| Traphagen Investment Advisors LLC | 2,266 | $838.1K | 0.07% | +54+2.4% | Added |
| Kozak & Associates, Inc. | 2,228 | $836.9K | 0.16% | −256−10.3% | Reduced |
| Consultiva Wealth Management, Corp. | 2,262 | $836.8K | 2.35% | −120−5.0% | Reduced |
| 71 West Capital Partners | 2,260 | $836.1K | 0.04% | +2,260 | New |
| All Terrain Financial Advisors, LLC | 2,259 | $835.7K | 0.26% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 2,255 | $834.1K | 0.48% | +2,255 | New |
| One Wealth Advisors, LLC | 2,248 | $831.6K | 0.10% | −100−4.3% | Reduced |
| SLT Holdings LLC | 2,244 | $830.2K | 0.55% | +965+75.4% | Added |
| Connecticut Wealth Management, LLC | 2,237 | $827.6K | 0.04% | +8+0.4% | Added |
| Rossmore Private Capital | 2,237 | $827.5K | 0.07% | +216+10.7% | Added |
| Perennial Investment Advisors, LLC | 2,217 | $820.8K | 0.06% | +87+4.1% | Added |
| MWA Asset Management | 2,217 | $820.3K | 0.46% | −95−4.1% | Reduced |
| Visionary Wealth Advisors | 2,212 | $818.4K | 0.04% | +100+4.7% | Added |
| Chapin Davis, Inc. | 2,212 | $818.3K | 0.19% | −6−0.3% | Reduced |
| ORG Wealth Partners, LLC | 2,210 | $817.7K | 0.19% | −254−10.3% | Reduced |
| Financial Engines Advisors L.L.C. | 2,210 | $817.6K | 0.00% | +163+8.0% | Added |
| Howland Capital Management LLC | 2,205 | $815.7K | 0.03% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,204 | $815.4K | 0.07% | +670+43.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,204 | $815.4K | 0.13% | +2,204 | New |
| Voleon Capital Management LP | 2,201 | $814.3K | 0.02% | −19,309−89.8% | Reduced |
| Security National Bank of So Dak | 2,200 | $813.9K | 0.40% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,200 | $813.9K | 0.21% | +2,200 | New |
| Moss Adams Wealth Advisors LLC | 2,197 | $812.9K | 0.06% | +79+3.7% | Added |
| Signature Estate & Investment Advisors LLC | 2,194 | $811.5K | 0.02% | −26−1.2% | Reduced |
| Quantum Private Wealth, LLC | 2,190 | $810.2K | 0.24% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 2,189 | $809.8K | 0.07% | +2,189 | New |
| Partnership Wealth Management, LLC | 2,188 | $809.3K | 0.58% | −52−2.3% | Reduced |
| Outlook Wealth Advisors, LLC | 2,186 | $808.7K | 0.18% | −678−23.7% | Reduced |
| Westmount Partners, LLC | 2,185 | $808.4K | 0.20% | +104+5.0% | Added |
| Facet Wealth, Inc. | 2,252 | $803.9K | 0.01% | +725+47.5% | Added |
| Macroview Investment Management LLC | 2,171 | $803.2K | 0.55% | +67+3.2% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,170 | $802.8K | 0.61% | +2,170 | New |
| Sentinus, LLC | 2,166 | $801.3K | 0.08% | +200+10.2% | Added |
| Compass Capital Corp | 2,203 | $798.3K | 0.31% | +83+3.9% | Added |
| MONECO Advisors, LLC | 2,157 | $798.1K | 0.06% | −80−3.6% | Reduced |
| BigSur Wealth Management LLC | 2,153 | $796.5K | 0.19% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,152 | $796.1K | 0.40% | −24−1.1% | Reduced |
| Addison Capital Co | 2,144 | $793.2K | 0.20% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,140 | $791.9K | 0.12% | +10.0% | Added |
| Curat Global, LLC | 2,140 | $791.6K | 0.88% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,139 | $791.3K | 0.03% | +29+1.4% | Added |
| Horizon Family Wealth, Inc. | 2,138 | $790.9K | 0.42% | +5+0.2% | Added |
| Regatta Capital Group, LLC | 2,135 | $789.7K | 0.12% | −110−4.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,130 | $788.1K | 0.11% | +101+5.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,129 | $788.0K | 0.04% | +150+7.6% | Added |
| New Republic Capital, LLC | 2,130 | $787.8K | 0.21% | +1,161+119.8% | Added |
| Bangor Savings Bank | 2,128 | $787.3K | 0.06% | −37−1.7% | Reduced |
| Charter Trust Co | 2,126 | $786.5K | 0.05% | −26−1.2% | Reduced |
| Oxford Financial Group Ltd | 2,112 | $781.5K | 0.04% | +100+5.0% | Added |
| Keystone Financial Group | 2,112 | $781.4K | 0.06% | +52+2.5% | Added |
| Midland Wealth Advisors LLC | 2,112 | $781.3K | 0.04% | −1,440−40.5% | Reduced |
| Plan A Wealth LLC | 2,111 | $781.0K | 0.38% | +129+6.5% | Added |
| Philip James Wealth Mangement, LLC | 2,109 | $780.2K | 0.09% | 00.0% | Unchanged |
| Camden National Bank | 2,107 | $779.5K | 0.11% | −11−0.5% | Reduced |
| XML Financial, LLC | 2,106 | $779.0K | 0.06% | +708+50.6% | Added |
| West Family Investments, Inc. | 2,104 | $778.4K | 0.18% | −259−11.0% | Reduced |
| Alta Advisers Ltd | 2,102 | $777.6K | 0.28% | −640−23.3% | Reduced |
| Wealth Architects, LLC | 2,099 | $776.5K | 0.07% | −15−0.7% | Reduced |
| Aries Wealth Management | 2,098 | $776.2K | 0.17% | +25+1.2% | Added |
| Transcend Wealth Collective, LLC | 2,092 | $773.8K | 0.06% | −234−10.1% | Reduced |
| Rhodes Investment Advisors Inc | 2,090 | $773.2K | 0.63% | +2,090 | New |
| Schonfeld Strategic Advisors LLC | 2,081 | $769.9K | 0.00% | −1,179−36.2% | Reduced |
| Sovereign Financial Group, Inc. | 2,077 | $768.5K | 0.14% | +261+14.4% | Added |
| Fortress Private Ledger, LLC | 2,077 | $768.5K | 0.25% | +522+33.6% | Added |
| Advyzon Investment Management, LLC | 2,072 | $766.7K | 0.09% | +851+69.7% | Added |
| Third View Private Wealth, LLC | 2,072 | $766.4K | 0.10% | +2,072 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,061 | $762.4K | 0.13% | −23−1.1% | Reduced |
| Pacitti Group Inc. | 2,057 | $761.0K | 0.28% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,054 | $760.0K | 0.17% | +2,054 | New |
| Northbridge Financial Group, LLC | 2,054 | $760.0K | 0.34% | +2,054 | New |
| Berger Financial Group, Inc | 2,052 | $759.3K | 0.04% | −180−8.1% | Reduced |
| Adell Harriman & Carpenter Inc | 2,050 | $758.4K | 0.05% | +1,119+120.2% | Added |
| Old North State Trust, LLC | 2,050 | $758.0K | 0.45% | +282+16.0% | Added |
| Sunburst Financial Group, LLC | 2,047 | $757.3K | 0.15% | +35+1.7% | Added |
| BridgePort Financial Solutions, LLC | 2,043 | $756.0K | 0.20% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,033 | $752.1K | 0.16% | +31+1.5% | Added |
| Atala Financial Inc | 2,032 | $751.7K | 0.48% | 00.0% | Unchanged |