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 |
|---|---|---|---|---|---|
| North Dallas Bank & Trust Co | 1,318 | $487.6K | 0.32% | +1,318 | New |
| SFMG, LLC | 1,316 | $486.7K | 0.03% | +45+3.5% | Added |
| May Hill Capital, LLC | 1,314 | $486.1K | 0.13% | +97+8.0% | Added |
| BTC Capital Management, Inc. | 1,312 | $485.4K | 0.03% | +228+21.0% | Added |
| Capstone Investment Advisors, LLC | 1,306 | $483.2K | 0.00% | −13,646−91.3% | Reduced |
| Alpha Family Trust | 1,305 | $482.8K | 0.22% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,304 | $482.4K | 0.24% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,343 | $482.3K | 0.17% | +15+1.1% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,300 | $480.9K | 0.04% | +1,300 | New |
| Woodward Diversified Capital, LLC | 1,299 | $480.6K | 0.22% | +19+1.5% | Added |
| Vigilare Wealth Management | 1,291 | $477.6K | 0.16% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 1,287 | $476.0K | 0.46% | +1,287 | New |
| Old Port Advisors | 1,285 | $475.4K | 0.12% | +9+0.7% | Added |
| Southeast Asset Advisors Inc. | 1,284 | $475.1K | 0.05% | +2+0.2% | Added |
| First National Bank | 1,282 | $474.3K | 0.25% | −180−12.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,279 | $473.2K | 0.10% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,278 | $472.8K | 0.27% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,278 | $472.7K | 0.03% | +400+45.6% | Added |
| Prudent Investors Network | 1,277 | $472.4K | 0.11% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,274 | $471.3K | 0.04% | −136−9.6% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,274 | $471.3K | 0.08% | +1,274 | New |
| Garner Asset Management Corp | 1,271 | $470.4K | 0.18% | −30−2.3% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $469.5K | 0.12% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 1,268 | $469.3K | 0.07% | +643+102.9% | Added |
| Vantus Wealth LLC | 1,267 | $468.7K | 0.35% | +1,267 | New |
| Mainstream Capital Management LLC | 1,266 | $468.4K | 0.31% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,265 | $468.0K | 0.07% | −85−6.3% | Reduced |
| Fagan Associates, Inc. | 1,265 | $468.0K | 0.06% | −35−2.7% | Reduced |
| Navellier & Associates Inc | 1,261 | $466.5K | 0.05% | −1,965−60.9% | Reduced |
| Monticello Wealth Management, LLC | 1,260 | $466.1K | 0.03% | +34+2.8% | Added |
| Mechanics Bank Trust Department | 1,260 | $466.1K | 0.06% | −45−3.4% | Reduced |
| Capital Asset Advisory Services LLC | 1,214 | $465.5K | 0.02% | +28+2.4% | Added |
| BBR Partners, LLC | 1,258 | $465.3K | 0.02% | −20−1.6% | Reduced |
| Sterneck Capital Management, LLC | 1,257 | $465.0K | 0.21% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,257 | $465.0K | 0.16% | +10+0.8% | Added |
| Libra Wealth LLC | 1,255 | $464.3K | 0.13% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 1,252 | $463.2K | 0.02% | +1,252 | New |
| Mayfair Advisory Group, LLC | 1,241 | $462.6K | 0.18% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 1,250 | $462.5K | 0.47% | +1,250 | New |
| Tanglewood Legacy Advisors, LLC | 1,247 | $461.3K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 1,247 | $461.3K | 0.08% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,246 | $461.1K | 0.17% | +260+26.4% | Added |
| Hoxton Planning & Management, LLC | 1,245 | $460.6K | 0.14% | +22+1.8% | Added |
| O'Brien Greene & Co. Inc | 1,245 | $460.6K | 0.14% | +570+84.4% | Added |
| Index Technologies Group LLC | 1,244 | $460.2K | 0.48% | +1,244 | New |
| Brandywine Oak Private Wealth LLC | 1,244 | $460.2K | 0.04% | −13−1.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,242 | $459.5K | 0.09% | +16+1.3% | Added |
| Blue Square Asset Management, LLC | 1,240 | $458.7K | 0.20% | 00.0% | Unchanged |
| GAM Holding AG | 1,238 | $458.0K | 0.03% | +336+37.3% | Added |
| Alpha Cubed Investments, LLC | 1,237 | $457.5K | 0.02% | −55−4.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,236 | $457.1K | 0.11% | −543−30.5% | Reduced |
| IPG Investment Advisors LLC | 1,235 | $456.9K | 0.08% | −68−5.2% | Reduced |
| Green Ridge Wealth Planning LLC | 1,233 | $456.1K | 0.23% | +1,233 | New |
| Ruggaard & Associates LLC | 1,233 | $456.1K | 0.18% | +1+0.1% | Added |
| Claret Asset Management Corp | 1,232 | $456.0K | 0.05% | −2−0.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,228 | $454.2K | 0.11% | −39−3.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,226 | $453.6K | 0.00% | −5,435−81.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,225 | $453.2K | 0.08% | 00.0% | Unchanged |
| Firestone Capital Management | 1,225 | $453.2K | 0.10% | 00.0% | Unchanged |
| City State Bank | 1,223 | $452.4K | 0.12% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,218 | $450.6K | 0.15% | +18+1.5% | Added |
| Wealth Quarterback LLC | 1,218 | $450.5K | 0.16% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,215 | $449.0K | 0.08% | −37−3.0% | Reduced |
| Princeton Global Asset Management LLC | 1,208 | $446.9K | 0.07% | −13−1.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $446.5K | 0.30% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,207 | $446.5K | 0.06% | +26+2.2% | Added |
| Joule Financial, LLC | 1,204 | $445.4K | 0.13% | +39+3.3% | Added |
| HHM Wealth Advisors, LLC | 1,201 | $444.3K | 0.05% | −15−1.2% | Reduced |
| Shepherd Street Advisors LLC | 1,200 | $443.9K | 0.43% | +1,200 | New |
| Inscription Capital, LLC | 1,198 | $443.3K | 0.05% | +32+2.7% | Added |
| D'Orazio & Associates, Inc. | 1,198 | $443.1K | 0.06% | +62+5.5% | Added |
| Birchcreek Wealth Management, LLC | 1,196 | $442.5K | 0.22% | −69−5.5% | Reduced |
| Manchester Financial Inc | 1,195 | $442.2K | 0.08% | −12−1.0% | Reduced |
| Wealth Science Advisors LLC | 1,192 | $441.0K | 0.25% | +1,192 | New |
| Kitching Partners, LLC | 1,191 | $440.7K | 0.40% | −202−14.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,189 | $439.9K | 0.33% | 00.0% | Unchanged |
| Anchyra Partners LLC | 1,186 | $438.8K | 0.13% | +1,186 | New |
| Capital Square, LLC | 1,182 | $437.3K | 0.22% | −45−3.7% | Reduced |
| Maia Wealth LLC | 1,273 | $436.6K | 0.07% | −108−7.8% | Reduced |
| Means Investment Co., Inc. | 1,180 | $436.6K | 0.04% | +1+0.1% | Added |
| Montgomery Investment Management Inc | 1,175 | $434.7K | 0.16% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,157 | $434.2K | 0.04% | −13−1.1% | Reduced |
| Claris Financial LLC | 1,171 | $433.3K | 0.23% | +135+13.0% | Added |
| Claro Advisors LLC | 1,168 | $432.1K | 0.06% | +12+1.0% | Added |
| Samalin Investment Counsel, LLC | 1,164 | $430.7K | 0.15% | +2+0.2% | Added |
| Berbice Capital Management LLC | 1,164 | $430.6K | 0.26% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,162 | $429.9K | 0.15% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,154 | $426.9K | 0.14% | −9−0.8% | Reduced |
| Vista Capital Partners, Inc. | 1,152 | $426.2K | 0.04% | −27−2.3% | Reduced |
| E&G Advisors, LP | 1,152 | $426.2K | 0.10% | −26−2.2% | Reduced |
| Willow Financial LLC | 1,151 | $425.8K | 0.43% | +1,151 | New |
| Y.D. More Investments Ltd | 1,146 | $425.0K | 0.02% | −42−3.5% | Reduced |
| Aurora Private Wealth, Inc. | 1,148 | $425.0K | 0.28% | +1,148 | New |
| Northwest Wealth Management, LLC | 1,148 | $424.7K | 0.07% | −30−2.5% | Reduced |
| Liberty Square Wealth Partners LLC | 1,144 | $423.2K | 0.12% | −49−4.1% | Reduced |
| Buffalo Business & Estate Services Ltd | 1,143 | $422.8K | 0.06% | +1,143 | New |
| Acorns Advisers, LLC | 1,141 | $422.0K | 0.00% | +71+6.6% | Added |
| Ehrlich Financial Group | 1,139 | $421.4K | 0.24% | +8+0.7% | Added |
| Strait & Sound Wealth Management LLC | 1,137 | $420.6K | 0.16% | +30+2.7% | Added |
| Alliance Wealth Advisors, LLC | 1,136 | $420.3K | 0.09% | −245−17.7% | Reduced |