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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 2,030 | $751.0K | 0.02% | +2,030 | New |
| Signature Wealth Management Partners, LLC | 2,029 | $750.6K | 0.37% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,029 | $750.6K | 0.11% | −15−0.7% | Reduced |
| Evansbrook LLC | 2,026 | $749.5K | 0.50% | +2,026 | New |
| KKM Financial LLC | 2,023 | $748.4K | 0.13% | −2−0.1% | Reduced |
| Root Financial Partners, LLC | 2,021 | $747.6K | 0.04% | −2−0.1% | Reduced |
| Indivisible Partners | 2,020 | $747.4K | 0.08% | +2,020 | New |
| Breakwater Capital Group | 2,019 | $746.9K | 0.10% | −162−7.4% | Reduced |
| Tanager Wealth Management LLP | 2,018 | $746.5K | 0.07% | −170−7.8% | Reduced |
| KPP Advisory Services LLC | 2,017 | $746.2K | 0.11% | −3−0.1% | Reduced |
| Sippican Capital Advisors | 2,014 | $745.1K | 0.48% | −470−18.9% | Reduced |
| Capital Advantage, Inc. | 2,012 | $744.5K | 0.10% | +12+0.6% | Added |
| Silver Lake Advisory, LLC | 2,007 | $742.5K | 0.29% | −97−4.6% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $740.0K | 0.55% | 00.0% | Unchanged |
| Optas, LLC | 2,000 | $739.9K | 0.12% | +336+20.2% | Added |
| Harbor Advisors LLC | 2,000 | $739.9K | 0.11% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $739.9K | 0.30% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,979 | $732.2K | 0.29% | −17−0.9% | Reduced |
| Athena Investment Management | 1,979 | $732.1K | 0.38% | −332−14.4% | Reduced |
| Churchill Financial Advisors, LLC | 1,974 | $730.3K | 0.22% | +1,974 | New |
| Meadow Creek Wealth Advisors LLC | 1,973 | $729.9K | 0.47% | +91+4.8% | Added |
| Petros Family Wealth, LLC | 1,972 | $729.5K | 0.49% | +26+1.3% | Added |
| Adirondack Trust Co | 1,972 | $729.5K | 0.24% | −65−3.2% | Reduced |
| Trillium Asset Management, LLC | 1,964 | $727.0K | 0.02% | −440−18.3% | Reduced |
| Blume Capital Management, Inc. | 1,963 | $726.2K | 0.13% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,958 | $724.2K | 0.04% | +59+3.1% | Added |
| Wisconsin Wealth Advisors, LLC | 1,957 | $723.9K | 0.71% | −181−8.5% | Reduced |
| Tripletail Wealth Management, LLC | 1,955 | $723.3K | 0.92% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,951 | $721.8K | 0.20% | −13−0.7% | Reduced |
| Legacy Capital Group California, Inc. | 1,949 | $721.0K | 0.17% | −37−1.9% | Reduced |
| MOR Wealth Management, LLC | 1,938 | $717.0K | 0.33% | +1,938 | New |
| Independent Family Office, LLC | 1,932 | $714.7K | 0.30% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,930 | $714.0K | 0.02% | +61+3.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,929 | $713.8K | 0.52% | −2−0.1% | Reduced |
| Capstone Financial Advisors, Inc. | 1,927 | $712.8K | 0.04% | −12−0.6% | Reduced |
| Davidson Trust Co | 1,919 | $709.9K | 0.30% | +5+0.3% | Added |
| Ashton Thomas Securities, LLC | 1,916 | $708.8K | 0.13% | −52−2.6% | Reduced |
| Clarendon Private LLC | 1,912 | $707.3K | 0.60% | +24+1.3% | Added |
| Retirement Planning Group | 1,912 | $707.3K | 0.02% | −48−2.4% | Reduced |
| Perpetual Ltd | 1,901 | $703.3K | 0.01% | +617+48.1% | Added |
| Cairn Investment Group, Inc. | 1,900 | $703.0K | 0.33% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 1,900 | $702.9K | 0.27% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1,979 | $702.7K | 0.43% | +1,979 | New |
| Legacy Financial Strategies, LLC | 1,893 | $700.3K | 0.12% | +103+5.8% | Added |
| Z3 Capital Partners, LLC | 1,893 | $700.3K | 0.17% | +1,893 | New |
| Prairieview Wealth Partners, LLC | 1,889 | $698.8K | 0.63% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,887 | $698.0K | 0.01% | +161+9.3% | Added |
| Victory Financial Group, LLC | 1,879 | $695.1K | 0.09% | +184+10.9% | Added |
| Keystone Wealth Services, LLC | 1,878 | $694.6K | 0.15% | −90−4.6% | Reduced |
| Future Fund LLC | 1,877 | $694.4K | 0.24% | −252−11.8% | Reduced |
| Mechanics Financial Corp | 1,876 | $694.0K | 0.26% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,873 | $692.9K | 0.13% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 1,871 | $692.2K | 0.10% | +3+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 1,870 | $691.8K | 0.11% | +267+16.7% | Added |
| Simplicity Wealth,LLC | 1,869 | $691.4K | 0.04% | +223+13.5% | Added |
| Palisade Capital Management LLC | 1,868 | $691.1K | 0.02% | +1,868 | New |
| LaSalle St. Investment Advisors, LLC | 1,867 | $691.0K | 0.11% | +24+1.3% | Added |
| CDM Financial Counseling Services, Inc. | 1,866 | $690.2K | 0.65% | +1,866 | New |
| Raleigh Capital Management Inc. | 1,864 | $689.4K | 0.25% | −41−2.2% | Reduced |
| Global Assets Advisory, LLC | 1,863 | $689.2K | 0.20% | +41+2.3% | Added |
| Patton Albertson Miller Group, LLC | 1,861 | $688.5K | 0.08% | +24+1.3% | Added |
| Nwam LLC | 1,886 | $685.9K | 0.04% | −43−2.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,849 | $684.0K | 0.17% | −75−3.9% | Reduced |
| Everest Financial Group LLC | 1,849 | $683.9K | 0.15% | +1,849 | New |
| TradeWell Securities, LLC. | 1,845 | $682.5K | 0.27% | −57−3.0% | Reduced |
| Valmark Advisers, Inc. | 1,843 | $682.0K | 0.01% | +228+14.1% | Added |
| Sunpointe, LLC | 1,831 | $677.4K | 0.22% | +934+104.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,827 | $675.9K | 0.06% | −4−0.2% | Reduced |
| Sage Private Wealth Group, LLC | 1,825 | $675.0K | 0.36% | +59+3.3% | Added |
| Bank of Jackson Hole Trust | 1,823 | $674.4K | 0.32% | +202+12.5% | Added |
| Missouri Trust & Investment Co | 1,822 | $674.0K | 0.20% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 1,820 | $673.3K | 0.15% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,819 | $672.9K | 0.26% | −115−5.9% | Reduced |
| Pines Wealth Management, LLC | 1,819 | $672.8K | 0.22% | −154−7.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,817 | $672.2K | 0.29% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,813 | $670.7K | 0.15% | +3+0.2% | Added |
| Thryve Wealth Management LLC | 1,812 | $670.3K | 0.33% | +1,812 | New |
| Aberdeen Wealth Management LLC | 1,811 | $670.0K | 0.31% | −215−10.6% | Reduced |
| Flagship Private Wealth, LLC | 1,806 | $668.2K | 0.26% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,804 | $667.4K | 0.08% | +13+0.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,802 | $666.6K | 0.44% | −57−3.1% | Reduced |
| Truvestments Capital LLC | 1,797 | $664.7K | 0.12% | −166−8.5% | Reduced |
| Cromwell Holdings LLC | 1,793 | $663.3K | 0.36% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 1,793 | $663.3K | 0.37% | +1,793 | New |
| Liberty Wealth Management LLC | 1,722 | $661.3K | 0.09% | −32−1.8% | Reduced |
| Sivia Capital Partners, LLC | 1,784 | $660.0K | 0.13% | −37−2.0% | Reduced |
| Atlantic Trust, LLC | 1,779 | $658.2K | 0.10% | +280+18.7% | Added |
| Schubert & Co | 1,771 | $655.2K | 0.52% | −8−0.4% | Reduced |
| Hantz Financial Services, Inc. | 1,767 | $654.0K | 0.01% | +584+49.4% | Added |
| Wealthquest Corp | 1,766 | $653.3K | 0.05% | +1,766 | New |
| Heritage Investment Group, Inc. | 1,764 | $652.6K | 0.10% | −57−3.1% | Reduced |
| Stanley-Laman Group, Ltd. | 1,764 | $652.6K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 1,762 | $651.9K | 0.02% | +130+8.0% | Added |
| RNC Capital Management LLC | 1,760 | $651.1K | 0.03% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,745 | $650.6K | 0.23% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,750 | $647.4K | 0.09% | −73−4.0% | Reduced |
| Waters Parkerson & Co., LLC | 1,749 | $647.0K | 0.03% | −362−17.1% | Reduced |
| Oxford Asset Management LLP | 1,749 | $647.0K | 0.23% | +1,749 | New |
| Alteri Wealth LLC | 1,748 | $646.8K | 0.21% | −27−1.5% | Reduced |
| Ellis Investment Partners, LLC | 1,741 | $644.4K | 0.11% | +2+0.1% | Added |