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 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 1,136 | $420.3K | 0.32% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $418.4K | 0.06% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,129 | $417.7K | 0.07% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 1,127 | $416.9K | 0.36% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,126 | $416.6K | 0.03% | −230−17.0% | Reduced |
| Triad Wealth Partners, LLC | 1,123 | $415.6K | 0.04% | +514+84.4% | Added |
| Midwest Financial Partners Investments, Inc. | 1,122 | $415.1K | 0.23% | +1,122 | New |
| EJMK Ventures LLC | 1,120 | $414.4K | 0.26% | +1,120 | New |
| Stonebridge Financial Group, LLC | 1,118 | $413.6K | 0.04% | +17+1.5% | Added |
| PFG Private Wealth Management, LLC | 1,116 | $412.9K | 0.18% | +1,116 | New |
| Mayport, LLC | 1,114 | $412.0K | 0.08% | +1,114 | New |
| Baron Wealth Management LLC | 1,109 | $410.3K | 0.13% | +286+34.8% | Added |
| Uniting Wealth Partners, LLC | 1,108 | $409.9K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 1,105 | $408.8K | 0.12% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,104 | $408.4K | 0.01% | −45−3.9% | Reduced |
| TruWealth Advisors, LLC | 1,103 | $408.1K | 0.02% | −12−1.1% | Reduced |
| Providence Capital Advisors, LLC | 1,103 | $408.1K | 0.07% | 00.0% | Unchanged |
| Abc Arbitrage SA | 1,103 | $408.1K | 0.04% | +1,103 | New |
| Acima Private Wealth, LLC | 1,100 | $406.9K | 0.13% | 00.0% | Unchanged |
| One Day In July LLC | 1,100 | $406.9K | 0.03% | +134+13.9% | Added |
| Bouchey Financial Group Ltd | 1,097 | $405.8K | 0.03% | −128−10.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,097 | $405.8K | 0.23% | −40−3.5% | Reduced |
| NorthStar Asset Management LLC | 1,094 | $404.8K | 0.18% | +1+0.1% | Added |
| Planning Alternatives Ltd | 1,090 | $403.4K | 0.05% | +91+9.1% | Added |
| Hendley & Co Inc | 1,090 | $403.0K | 0.14% | −2,300−67.8% | Reduced |
| Greenwich Wealth Management LLC | 1,090 | $403.0K | 0.02% | +50+4.8% | Added |
| Kessler Investment Group, LLC | 1,089 | $402.9K | 0.17% | −31−2.8% | Reduced |
| Tulsa Wealth Advisors, INC | 1,089 | $402.8K | 0.13% | +1,089 | New |
| Redmond Asset Management, LLC | 1,088 | $402.5K | 0.10% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,088 | $402.5K | 0.11% | +1,088 | New |
| Convergence Investment Partners, LLC | 1,087 | $402.2K | 0.08% | −37−3.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,251 | $401.8K | 0.09% | −895−41.7% | Reduced |
| Middleton & Co Inc | 1,085 | $401.4K | 0.04% | −40−3.6% | Reduced |
| Black Diamond Financial, LLC | 1,084 | $401.0K | 0.04% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,084 | $401.0K | 0.70% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,084 | $401.0K | 0.05% | +10+0.9% | Added |
| Pictet & Cie (Europe) SA | 1,083 | $400.7K | 0.01% | −142−11.6% | Reduced |
| Barry Investment Advisors, LLC | 1,081 | $400.0K | 0.09% | +1,081 | New |
| Guyasuta Investment Advisors Inc | 1,077 | $398.4K | 0.02% | −3−0.3% | Reduced |
| Vivaldi Capital Management, LLC | 1,076 | $398.1K | 0.05% | −115−9.7% | Reduced |
| Perfromance Wealth Partners, LLC | 1,075 | $397.8K | 0.01% | −15−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,075 | $397.7K | 0.07% | −226−17.4% | Reduced |
| Paragon Capital Management Ltd | 1,074 | $397.3K | 0.08% | −13−1.2% | Reduced |
| Opinicus Capital, Inc. | 1,073 | $397.0K | 0.28% | +14+1.3% | Added |
| First PREMIER Bank | 1,073 | $397.0K | 0.09% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,072 | $396.5K | 0.20% | −2−0.2% | Reduced |
| Accel Wealth Management | 1,070 | $395.8K | 0.11% | +1+0.1% | Added |
| Shepherd Financial Partners LLC | 1,068 | $395.1K | 0.04% | −1−0.1% | Reduced |
| Simplify Asset Management Inc. | 1,065 | $392.3K | 0.01% | +415+63.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,057 | $391.0K | 0.01% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,055 | $390.3K | 0.06% | +16+1.5% | Added |
| Worth Financial Advisory Group, LLC | 1,052 | $389.1K | 0.19% | +150+16.6% | Added |
| Thompson David Blair | 1,051 | $388.8K | 0.22% | +1,051 | New |
| Omnia Family Wealth, LLC | 1,050 | $388.5K | 0.11% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 1,050 | $388.4K | 0.23% | +235+28.8% | Added |
| Tradewinds, LLC. | 1,048 | $387.7K | 0.09% | +41+4.1% | Added |
| Park Capital Management, LLC | 1,047 | $387.4K | 0.28% | −23−2.1% | Reduced |
| Godsey & Gibb Associates | 1,047 | $387.3K | 0.03% | +40+4.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,047 | $387.3K | 0.08% | +2+0.2% | Added |
| Roble, Belko & Company, Inc | 1,042 | $385.0K | 0.05% | +1,005+2,716.2% | Added |
| BCS Wealth Management | 1,038 | $384.1K | 0.04% | +1,038 | New |
| Alesco Advisors LLC | 1,033 | $382.2K | 0.01% | −6−0.6% | Reduced |
| Aspetuck Financial Management LLC | 1,030 | $381.0K | 0.26% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,028 | $380.3K | 0.08% | −599−36.8% | Reduced |
| Stembrook Asset Management, LLC | 1,028 | $380.3K | 0.36% | +1,028 | New |
| Peck Wealth Management, LLC | 1,022 | $378.1K | 0.36% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,019 | $377.0K | 0.12% | −1−0.1% | Reduced |
| Cornerstone Advisory, LLC | 1,017 | $376.3K | 0.04% | +29+2.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,015 | $375.6K | 0.15% | +2+0.2% | Added |
| Wealth Management Partners, LLC | 1,013 | $375.4K | 0.11% | −131−11.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,014 | $375.1K | 0.07% | +205+25.3% | Added |
| Buckley Wealth Management, LLC | 1,013 | $374.8K | 0.10% | −4−0.4% | Reduced |
| Paradigm Financial Partners, LLC | 1,013 | $374.8K | 0.04% | +11+1.1% | Added |
| Bellwether Advisors, LLC | 1,009 | $373.3K | 0.06% | +1,009 | New |
| ARS Wealth Advisors Group, LLC | 1,009 | $373.2K | 0.03% | +288+39.9% | Added |
| Formidable Asset Management, LLC | 1,123 | $373.0K | 0.05% | −386−25.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,014 | $373.0K | 0.00% | −96−8.6% | Reduced |
| Avantra Family Wealth, Inc. | 1,006 | $372.2K | 0.27% | 00.0% | Unchanged |
| Reflection Asset Management | 1,004 | $371.4K | 0.26% | +1,004 | New |
| Vista Investment Management | 1,003 | $371.1K | 0.12% | +38+3.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $370.1K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $370.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,001 | $370.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $370.0K | 0.24% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,000 | $369.9K | 0.12% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,000 | $369.9K | 0.13% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $369.9K | 0.11% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 995 | $368.1K | 0.11% | +464+87.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 993 | $367.4K | 0.12% | −47−4.5% | Reduced |
| Heartwood Wealth Advisors LLC | 992 | $367.0K | 0.03% | −180−15.4% | Reduced |
| Ethos Financial Group, LLC | 992 | $367.0K | 0.03% | +34+3.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 991 | $366.5K | 0.11% | +199+25.1% | Added |
| Allied Investment Advisors, LLC | 989 | $365.9K | 0.06% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 986 | $364.8K | 0.05% | +2+0.2% | Added |
| Tillman Hartley LLC | 985 | $364.4K | 0.09% | −10−1.0% | Reduced |
| Catalina Capital Group, LLC | 984 | $364.0K | 0.22% | +9+0.9% | Added |
| CFS Investment Advisory Services, LLC | 983 | $363.7K | 0.03% | −78−7.4% | Reduced |
| Clark Asset Management, LLC | 982 | $363.3K | 0.04% | 00.0% | Unchanged |
| Marest Capital, LLC | 981 | $363.0K | 0.20% | +2+0.2% | Added |
| NavPoint Financial, Inc. | 981 | $362.9K | 0.16% | 00.0% | Unchanged |