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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1,515 | $560.5K | 0.05% | +5+0.3% | Added |
| Vicus Capital | 1,510 | $558.7K | 0.04% | +327+27.6% | Added |
| Annex Advisory Services, LLC | 1,510 | $558.6K | 0.01% | +237+18.6% | Added |
| Jaffetilchin Investment Partners, LLC | 1,508 | $558.1K | 0.03% | +3+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 1,507 | $557.5K | 0.08% | +129+9.4% | Added |
| Mountain Pacific Investment Advisers Inc | 1,505 | $556.9K | 0.09% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,504 | $556.5K | 0.30% | +2+0.1% | Added |
| Princeton Capital Management LLC | 1,503 | $556.0K | 0.14% | +14+0.9% | Added |
| Professional Advisory Services Inc | 1,500 | $555.0K | 0.07% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 1,500 | $554.9K | 0.19% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $554.9K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $554.9K | 0.26% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $554.9K | 0.05% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,497 | $553.7K | 0.18% | +357+31.3% | Added |
| Compass Ion Advisors, LLC | 1,494 | $552.7K | 0.05% | −13−0.9% | Reduced |
| Amplius Wealth Advisors, LLC | 1,491 | $551.6K | 0.05% | +22+1.5% | Added |
| Richard W. Paul & Associates, LLC | 1,490 | $551.1K | 0.18% | −120−7.5% | Reduced |
| Spahn Wealth & Retirement LLC | 1,488 | $550.5K | 0.34% | −12−0.8% | Reduced |
| Koss-Olinger Consulting, LLC | 1,488 | $550.0K | 0.04% | +18+1.2% | Added |
| Sandy Cove Advisors, LLC | 1,486 | $549.6K | 0.16% | +24+1.6% | Added |
| Drive Wealth Management, LLC | 1,480 | $547.6K | 0.11% | +54+3.8% | Added |
| Aire Advisors, LLC | 1,480 | $547.6K | 0.10% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,472 | $544.6K | 0.05% | +4+0.3% | Added |
| State of Wyoming | 1,470 | $543.8K | 0.06% | −546−27.1% | Reduced |
| Heritage Financial Services, LLC | 1,469 | $543.5K | 0.05% | −134−8.4% | Reduced |
| Regal Investment Advisors LLC | 1,467 | $542.7K | 0.03% | +57+4.0% | Added |
| Crew Capital Management, Ltd. | 1,460 | $540.1K | 0.34% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,460 | $540.0K | 0.00% | −223−13.3% | Reduced |
| Nautilus Advisors LLC | 1,459 | $539.9K | 0.35% | −403−21.6% | Reduced |
| Revolve Wealth Partners, LLC | 1,459 | $539.8K | 0.06% | −3−0.2% | Reduced |
| OneAscent Family Office, LLC | 1,456 | $538.6K | 0.37% | +180+14.1% | Added |
| Howard Financial Services, Ltd. | 1,456 | $538.6K | 0.06% | +91+6.7% | Added |
| Invested Advisors | 1,454 | $537.9K | 0.56% | −245−14.4% | Reduced |
| Accretive Wealth Partners, LLC | 1,454 | $537.9K | 0.16% | +135+10.2% | Added |
| China Universal Asset Management Co., Ltd. | 1,451 | $536.8K | 0.04% | +1,451 | New |
| Activest Wealth Management | 1,449 | $536.2K | 0.10% | +898+163.0% | Added |
| Fidelity D & D Bancorp Inc | 1,448 | $535.7K | 0.23% | −112−7.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,445 | $534.6K | 0.08% | −154−9.6% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $533.5K | 0.16% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,431 | $529.2K | 0.23% | +1+0.1% | Added |
| Prosperity Bancshares Inc | 1,430 | $529.0K | 0.48% | +1,430 | New |
| Exencial Wealth Advisors, LLC | 1,430 | $528.9K | 0.02% | −110−7.1% | Reduced |
| Heritage Wealth Advisors | 1,426 | $527.5K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,416 | $523.8K | 0.28% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,416 | $523.8K | 0.19% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,411 | $522.3K | 0.04% | +373+35.9% | Added |
| Shulman DeMeo Asset Management LLC | 1,411 | $522.1K | 0.12% | −17−1.2% | Reduced |
| Coston, McIsaac & Partners | 1,413 | $522.0K | 0.12% | +157+12.5% | Added |
| Lansing Street Advisors | 1,410 | $521.6K | 0.13% | +1,410 | New |
| Wellington Grp LLC | 1,410 | $521.6K | 0.17% | +1,410 | New |
| Northwest Bancshares, Inc. | 1,409 | $521.3K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,405 | $519.8K | 0.20% | +1,405 | New |
| Blue Fin Capital, Inc. | 1,404 | $519.3K | 0.08% | −247−15.0% | Reduced |
| Carter Financial Group, INC. | 1,403 | $519.2K | 0.31% | −105−7.0% | Reduced |
| Greenspring Advisors, LLC | 1,401 | $518.4K | 0.03% | +1,401 | New |
| Westover Capital Advisors, LLC | 1,400 | $517.9K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,400 | $517.9K | 0.06% | +29+2.1% | Added |
| ELCO Management Co., LLC | 1,400 | $517.9K | 0.33% | +600+75.0% | Added |
| Gateway Wealth Partners, LLC | 1,399 | $517.7K | 0.06% | +249+21.7% | Added |
| Terra Nova Asset Management LLC | 1,399 | $517.4K | 0.34% | +3+0.2% | Added |
| Atlas Private Wealth Advisors | 1,396 | $516.4K | 0.12% | +1+0.1% | Added |
| Waldron Private Wealth LLC | 1,393 | $515.3K | 0.02% | −419−23.1% | Reduced |
| Davis R M Inc | 1,393 | $515.3K | 0.01% | −385−21.7% | Reduced |
| LCNB Corp | 1,392 | $515.0K | 0.17% | 00.0% | Unchanged |
| Bluedoor Private Wealth, LLC | 1,391 | $514.6K | 0.24% | +1,391 | New |
| Washington Trust Bank | 1,390 | $514.2K | 0.04% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,386 | $512.8K | 0.40% | +250+22.0% | Added |
| Patrick M Sweeney & Associates, Inc | 1,385 | $512.5K | 0.32% | +46+3.4% | Added |
| Five Oceans Advisors | 1,385 | $512.4K | 0.18% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,379 | $510.2K | 0.06% | +1,379 | New |
| Proficio Capital Partners LLC | 1,377 | $509.6K | 0.04% | −68−4.7% | Reduced |
| Hamilton Capital, LLC | 1,376 | $509.0K | 0.03% | +1,376 | New |
| Centerpoint Advisory Group | 1,364 | $504.6K | 0.39% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,361 | $503.5K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,357 | $502.0K | 0.03% | −12−0.9% | Reduced |
| Wrapmanager Inc | 1,355 | $501.6K | 0.17% | −194−12.5% | Reduced |
| Legacy Private Trust Co. | 1,355 | $501.3K | 0.03% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 1,354 | $500.9K | 0.13% | +1,354 | New |
| James J. Burns & Company, LLC | 1,353 | $500.4K | 0.07% | −100−6.9% | Reduced |
| Northstar Asset Management LLC | 1,350 | $499.4K | 0.11% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,348 | $498.7K | 0.36% | +17+1.3% | Added |
| 17 Capital Partners, LLC | 1,343 | $496.8K | 0.26% | −25−1.8% | Reduced |
| Schnieders Capital Management, LLC. | 1,343 | $496.8K | 0.08% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,342 | $496.5K | 0.41% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,339 | $495.4K | 0.11% | +78+6.2% | Added |
| Burton Enright Welch | 1,338 | $495.0K | 0.07% | −27−2.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,338 | $495.0K | 1.28% | +1,338 | New |
| Trust Co of the South | 1,336 | $494.3K | 0.08% | 00.0% | Unchanged |
| Michael Brady & Co., LLC | 1,335 | $493.9K | 0.49% | +1,335 | New |
| Houlihan Financial Resource Group, Ltd. | 1,335 | $493.8K | 0.19% | +1,335 | New |
| Nadler Financial Group, Inc. | 1,333 | $493.1K | 0.05% | +56+4.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,333 | $493.0K | 0.10% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,330 | $492.2K | 0.05% | +2+0.2% | Added |
| CVA Family Office, LLC | 1,329 | $491.7K | 0.06% | +22+1.7% | Added |
| Winthrop Advisory Group LLC | 1,326 | $491.4K | 0.04% | −169−11.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,328 | $491.3K | 0.07% | −105−7.3% | Reduced |
| OneAscent Investment Solutions LLC | 1,323 | $489.4K | 0.52% | +247+23.0% | Added |
| Sharkey, Howes & Javer | 1,320 | $488.5K | 0.06% | 00.0% | Unchanged |
| TrustBank | 1,320 | $488.3K | 0.20% | +1,320 | New |
| Capital Advisors, Ltd. LLC | 1,318 | $488.0K | 0.06% | 00.0% | Unchanged |