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 |
|---|---|---|---|---|---|
| Relyea Zuckerberg Hanson LLC | 1,741 | $644.1K | 0.07% | −199−10.3% | Reduced |
| TFR Capital, LLC. | 1,730 | $640.0K | 0.21% | +43+2.5% | Added |
| Silver Oak Securities, Inc | 1,712 | $639.2K | 0.04% | +25+1.5% | Added |
| Tennessee Valley Asset Management Partners | 1,726 | $638.5K | 0.08% | −67−3.7% | Reduced |
| Phillips Wealth Planners LLC | 1,774 | $637.9K | 0.51% | +201+12.8% | Added |
| Zullo Investment Group, Inc. | 1,720 | $636.6K | 0.23% | −162−8.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,715 | $634.5K | 0.12% | +48+2.9% | Added |
| Centaurus Financial, Inc. | 1,715 | $634.0K | 0.03% | −9−0.5% | Reduced |
| Midway Capital Research & Management | 1,713 | $633.7K | 0.62% | +1,713 | New |
| Herold Advisors, Inc. | 1,712 | $633.5K | 0.14% | −11−0.6% | Reduced |
| Cache Advisors, LLC | 1,708 | $631.9K | 0.08% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,707 | $631.5K | 0.13% | +1,707 | New |
| Smith, Moore & Co. | 1,707 | $631.5K | 0.05% | −101−5.6% | Reduced |
| Lake Street Financial LLC | 1,706 | $631.1K | 0.08% | +2+0.1% | Added |
| Palumbo Wealth Management LLC | 1,706 | $631.1K | 0.16% | +1,706 | New |
| OneAscent Wealth Management LLC | 1,705 | $630.8K | 0.21% | +358+26.6% | Added |
| Patten Group, Inc. | 1,704 | $630.4K | 0.12% | +215+14.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,702 | $629.0K | 0.13% | +160+10.4% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $628.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $628.9K | 0.11% | +1,144+205.8% | Added |
| True North Advisors, LLC | 1,698 | $628.3K | 0.08% | −33−1.9% | Reduced |
| Harbour Trust & Investment Management Co | 1,697 | $627.8K | 0.06% | −5−0.3% | Reduced |
| Capital Advisors Inc | 1,693 | $626.3K | 0.01% | −79−4.5% | Reduced |
| Reyes Financial Architecture, Inc. | 1,692 | $626.0K | 0.38% | −51−2.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,688 | $624.5K | 0.12% | −49−2.8% | Reduced |
| Thompson Investment Management, Inc. | 1,681 | $621.9K | 0.08% | −100−5.6% | Reduced |
| Income Insurance Ltd | 1,679 | $621.1K | 0.40% | +1,679 | New |
| Arcataur Capital Management LLC | 1,678 | $620.8K | 0.18% | −10−0.6% | Reduced |
| Apollon Financial, LLC | 1,676 | $620.1K | 0.09% | +117+7.5% | Added |
| Oxbow Advisors, LLC | 1,672 | $618.6K | 0.05% | 00.0% | Unchanged |
| Motco | 1,668 | $617.1K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,664 | $615.0K | 0.09% | +193+13.1% | Added |
| Kaizen Financial Strategies | 1,661 | $614.5K | 0.27% | −81−4.6% | Reduced |
| NFP Retirement, Inc. | 1,659 | $613.7K | 0.04% | +6+0.4% | Added |
| Oliver Luxxe Assets LLC | 1,659 | $613.7K | 0.09% | −423−20.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,655 | $612.3K | 0.17% | −87−5.0% | Reduced |
| Tempo Wealth, LLC | 1,649 | $610.1K | 0.11% | +1,649 | New |
| Acorn Wealth Advisors, LLC | 1,644 | $608.2K | 0.18% | +2+0.1% | Added |
| BankChampaign, National Association | 1,641 | $607.1K | 0.60% | +1,641 | New |
| Brown Miller Wealth Management, LLC | 1,640 | $606.7K | 0.17% | −6−0.4% | Reduced |
| Tyche Wealth Partners LLC | 1,635 | $604.7K | 0.10% | +1+0.1% | Added |
| HCR Wealth Advisors | 1,633 | $604.1K | 0.06% | +66+4.2% | Added |
| PCM Encore, LLC | 1,631 | $603.5K | 0.13% | +1,631 | New |
| Trilogy Capital Inc. | 1,630 | $603.0K | 0.03% | −31−1.9% | Reduced |
| CSM Advisors, LLC | 1,630 | $603.0K | 0.02% | −7,900−82.9% | Reduced |
| Heritage Wealth Management, Inc. | 1,629 | $602.6K | 0.17% | −113−6.5% | Reduced |
| Foster & Motley Inc | 1,626 | $602.0K | 0.03% | −25−1.5% | Reduced |
| Fort Washington Investment Advisors Inc | 1,626 | $601.6K | 0.00% | +72+4.6% | Added |
| City Holding Co | 1,626 | $601.5K | 0.07% | +30+1.9% | Added |
| Rockbridge Investment Management, LCC | 1,625 | $601.2K | 0.06% | +10+0.6% | Added |
| Strategy Asset Managers LLC | 1,624 | $600.8K | 0.10% | +34+2.1% | Added |
| Peterson Wealth Services | 1,619 | $598.9K | 0.15% | −429−20.9% | Reduced |
| Silverlake Wealth Management LLC | 1,617 | $598.2K | 0.13% | −14−0.9% | Reduced |
| Onefund, LLC | 1,617 | $598.2K | 0.36% | +79+5.1% | Added |
| Keebeck Wealth Management, LLC | 1,616 | $597.8K | 0.07% | +260+19.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,614 | $597.1K | 0.17% | +2+0.1% | Added |
| Quest Partners LLC | 1,612 | $596.4K | 0.03% | +288+21.8% | Added |
| Centric Wealth Management | 1,688 | $595.6K | 0.13% | +150+9.8% | Added |
| Fragasso Group Inc. | 1,605 | $593.7K | 0.04% | −9−0.6% | Reduced |
| Paradigm Asset Management Co LLC | 1,600 | $591.9K | 0.14% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,598 | $591.2K | 0.14% | +9+0.6% | Added |
| Eurizon SLJ Capital Ltd | 1,598 | $591.2K | 0.23% | +1,598 | New |
| Allred Capital Management, LLC | 1,595 | $590.1K | 0.21% | +2+0.1% | Added |
| Consolidated Planning Corp | 1,587 | $587.1K | 0.06% | +124+8.5% | Added |
| Logan Capital Management Inc | 1,586 | $586.7K | 0.02% | +1,451+1,074.8% | Added |
| Ridgecrest Wealth Partners, LLC | 1,579 | $584.2K | 0.32% | −291−15.6% | Reduced |
| Windsor Capital Management, LLC | 1,575 | $582.7K | 0.16% | +101+6.9% | Added |
| Focused Alpha, LLC | 1,572 | $581.7K | 0.17% | +1,572 | New |
| CPA Asset Management LLC | 1,572 | $581.6K | 0.20% | +1,572 | New |
| Fairbanks Capital Management, Inc. | 1,570 | $580.8K | 0.32% | −251−13.8% | Reduced |
| Agate Pass Investment Management, LLC | 1,570 | $580.8K | 0.22% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,566 | $579.1K | 0.17% | +1,566 | New |
| Impact Capital Partners LLC | 1,564 | $578.6K | 0.17% | +17+1.1% | Added |
| MinichMacGregor Wealth Management, LLC | 1,561 | $577.8K | 0.10% | +174+12.5% | Added |
| Blueshift Asset Management, LLC | 1,560 | $577.1K | 0.17% | −1,940−55.4% | Reduced |
| Versant Capital Management, Inc | 1,560 | $577.1K | 0.07% | +109+7.5% | Added |
| Gradient Investments LLC | 1,558 | $576.3K | 0.01% | −590−27.5% | Reduced |
| LMCG Investments, LLC | 1,556 | $575.6K | 0.03% | −7−0.4% | Reduced |
| North Capital, Inc. | 1,555 | $575.4K | 0.50% | −152−8.9% | Reduced |
| Fairfield, Bush & Co. | 1,555 | $575.3K | 0.30% | −25−1.6% | Reduced |
| Sentry Investment Management LLC | 1,553 | $575.0K | 0.38% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,554 | $574.9K | 0.08% | +32+2.1% | Added |
| Granite Islands Private Wealth, LLC | 1,553 | $574.5K | 0.53% | +1,553 | New |
| Boit C F David | 1,525 | $572.8K | 0.25% | 00.0% | Unchanged |
| Crusonia Wealth Advisors LLC | 1,546 | $571.9K | 0.13% | +1,546 | New |
| Barton Investment Management | 1,544 | $571.2K | 0.06% | −191−11.0% | Reduced |
| Wellington-Altus USA Inc. | 1,544 | $571.2K | 0.42% | +1,544 | New |
| Aster Capital Management (DIFC) Ltd | 1,541 | $570.1K | 0.25% | +476+44.7% | Added |
| Austin Wealth Management, LLC | 1,488 | $569.9K | 0.08% | −3−0.2% | Reduced |
| Delta Asset Management LLC | 1,538 | $569.0K | 0.05% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,535 | $568.0K | 0.10% | −198−11.4% | Reduced |
| Toth Financial Advisory Corp | 1,534 | $567.6K | 0.06% | −10−0.6% | Reduced |
| Francis Financial, Inc. | 1,531 | $566.4K | 0.11% | −69−4.3% | Reduced |
| Engineers Gate Manager LP | 1,531 | $566.4K | 0.01% | +1,531 | New |
| Rebalance, LLC | 1,525 | $564.2K | 0.03% | −60−3.8% | Reduced |
| Osterweis Capital Management Inc | 1,525 | $564.2K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,524 | $563.8K | 0.10% | −50−3.2% | Reduced |
| Wealthstar Advisors, LLC | 1,523 | $563.4K | 0.31% | +74+5.1% | Added |
| Polymer Capital Management (US) LLC | 1,518 | $561.6K | 0.07% | −2,896−65.6% | Reduced |
| Optima Capital LLC | 1,517 | $561.2K | 0.24% | +8+0.5% | Added |