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 |
|---|---|---|---|---|---|
| Act Two Investors LLC | 979 | $362.2K | 0.07% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 976 | $361.1K | 0.01% | +3+0.3% | Added |
| Narus Financial Partners, LLC | 976 | $361.1K | 0.10% | +62+6.8% | Added |
| Archetype Wealth Partners | 976 | $361.0K | 0.05% | −368−27.4% | Reduced |
| First Nebraska Trust Co | 975 | $360.7K | 0.03% | −30−3.0% | Reduced |
| Royal Fund Management, LLC | 975 | $360.6K | 0.03% | +975 | New |
| Lafayette Investments, Inc. | 974 | $360.3K | 0.07% | −70−6.7% | Reduced |
| EPG Wealth Management LLC | 973 | $359.8K | 0.10% | +1+0.1% | Added |
| Garrison Point Advisors, LLC | 970 | $358.9K | 0.16% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 970 | $358.8K | 0.09% | 00.0% | Unchanged |
| Monument Capital Management | 968 | $358.2K | 0.09% | 00.0% | Unchanged |
| Syverson Strege & Co | 968 | $358.1K | 0.08% | −53−5.2% | Reduced |
| Coquina Private Wealth LLC | 968 | $358.1K | 0.29% | +968 | New |
| Spartan Planning & Wealth Management | 967 | $357.7K | 0.26% | +33+3.5% | Added |
| Orca Wealth Management, LLC | 1,005 | $357.0K | 0.26% | +1+0.1% | Added |
| CJM Wealth Advisers, Ltd. | 963 | $356.3K | 0.11% | +10+1.0% | Added |
| Parsons Capital Management Inc | 961 | $355.5K | 0.02% | +135+16.3% | Added |
| WealthSpring Partners, LLC | 960 | $355.1K | 0.36% | +960 | New |
| Simon Quick Advisors, LLC | 956 | $353.8K | 0.02% | +307+47.3% | Added |
| FLC Capital Advisors | 956 | $353.7K | 0.07% | 00.0% | Unchanged |
| HC Advisors, LLC | 948 | $351.0K | 0.24% | +9+1.0% | Added |
| Investment Advisory Group, LLC | 948 | $350.7K | 0.09% | 00.0% | Unchanged |
| North Star Asset Management Inc | 948 | $350.7K | 0.01% | +11+1.2% | Added |
| Smith Chas P & Associates Pa Cpas | 948 | $350.7K | 0.02% | +948 | New |
| Omnitrust Wealth Management, Inc | 948 | $350.7K | 0.45% | +948 | New |
| Certified Advisory Corp | 947 | $350.2K | 0.03% | −55−5.5% | Reduced |
| FourThought Financial Partners, LLC | 946 | $349.9K | 0.03% | −120−11.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 945 | $349.6K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 943 | $348.9K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 942 | $348.5K | 0.10% | −25−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 941 | $348.1K | 0.01% | −105−10.0% | Reduced |
| Westside Investment Management, Inc. | 939 | $348.0K | 0.06% | +27+3.0% | Added |
| Harbor Group, Inc. | 941 | $348.0K | 0.05% | −103−9.9% | Reduced |
| Orion Capital Management LLC | 940 | $347.8K | 0.12% | 00.0% | Unchanged |
| South Street Advisors LLC | 938 | $347.0K | 0.05% | +54+6.1% | Added |
| DF Dent & Co Inc | 936 | $346.3K | 0.00% | −4,317−82.2% | Reduced |
| General Partner, Inc. | 936 | $346.3K | 0.20% | 00.0% | Unchanged |
| Atlas Wealth LLC | 934 | $345.5K | 0.10% | 00.0% | Unchanged |
| Burney Co | 934 | $345.5K | 0.01% | +160+20.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $344.8K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 932 | $344.8K | 0.22% | +932 | New |
| Hyperion Capital Advisors LP | 930 | $344.1K | 0.17% | −450−32.6% | Reduced |
| Charles Schwab Trust Co | 923 | $341.5K | 0.02% | −70−7.0% | Reduced |
| WT Wealth Management | 923 | $341.5K | 0.10% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 923 | $341.0K | 0.04% | −6−0.6% | Reduced |
| Ackerman Capital Advisors, LLC | 920 | $340.4K | 0.07% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 918 | $339.6K | 0.19% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 918 | $339.6K | 0.04% | +23+2.6% | Added |
| Good Steward Wealth Advisors,LLC | 916 | $338.9K | 0.22% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 914 | $338.1K | 0.24% | −48−5.0% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 913 | $337.8K | 0.32% | +913 | New |
| Barlow Wealth Partners, Inc. | 896 | $336.5K | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 909 | $336.3K | 0.02% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 909 | $336.3K | 0.04% | +909 | New |
| Sheets Smith Wealth Management | 909 | $336.2K | 0.04% | −13−1.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 907 | $335.5K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 905 | $334.9K | 0.11% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 904 | $334.4K | 0.18% | +904 | New |
| Sovran Advisors, LLC | 936 | $334.4K | 0.03% | +23+2.5% | Added |
| Allen Capital Group, LLC | 901 | $333.3K | 0.03% | +67+8.0% | Added |
| Talbot Financial, LLC | 900 | $333.0K | 0.03% | 00.0% | Unchanged |
| OakTrust Wealth Advisors, LLC | 899 | $332.6K | 0.31% | +899 | New |
| CNB Bank | 898 | $332.2K | 0.14% | −7−0.8% | Reduced |
| WealthPLAN Partners, LLC | 897 | $331.9K | 0.05% | +897 | New |
| JB Capital LLC | 895 | $331.1K | 0.01% | +1+0.1% | Added |
| FDx Advisors, Inc. | 896 | $331.0K | 0.17% | +22+2.5% | Added |
| Financial Consulate, Inc | 892 | $330.1K | 0.05% | +30+3.5% | Added |
| Wedge Capital Management L L P | 891 | $329.6K | 0.01% | −56−5.9% | Reduced |
| NDVR, Inc. | 890 | $329.3K | 0.27% | −135−13.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 889 | $328.9K | 0.04% | −85−8.7% | Reduced |
| Palacios Wealth Management, LLC | 888 | $328.5K | 0.25% | +18+2.1% | Added |
| Wealth Management Associates, Inc. | 888 | $328.3K | 0.11% | +96+12.1% | Added |
| Argos Wealth Advisors, LLC | 885 | $327.4K | 0.10% | +885 | New |
| Shrier Wealth Management, LLC | 885 | $327.4K | 0.13% | +885 | New |
| Chris Bulman Inc | 884 | $327.2K | 0.14% | −5−0.6% | Reduced |
| Strid Group, LLC | 884 | $327.1K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 884 | $327.1K | 0.47% | +7+0.8% | Added |
| Peak Retirement Planning, Inc. | 884 | $327.0K | 0.08% | +118+15.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 883 | $326.7K | 0.02% | +69+8.5% | Added |
| Prostatis Group LLC | 882 | $326.3K | 0.08% | −402−31.3% | Reduced |
| David R. Rahn & Associates Inc. | 882 | $326.3K | 0.08% | −1,052−54.4% | Reduced |
| Integrity Advisory Solutions, LLC | 881 | $326.1K | 0.05% | −167−15.9% | Reduced |
| German American Bancorp, Inc. | 881 | $325.9K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 876 | $324.1K | 0.04% | −24−2.7% | Reduced |
| GSB Wealth Management, LLC | 876 | $324.0K | 0.07% | −1−0.1% | Reduced |
| Tannin Capital LLC | 875 | $323.7K | 0.29% | +875 | New |
| Total Clarity Wealth Management, Inc. | 874 | $323.3K | 0.08% | +29+3.4% | Added |
| Compton Wealth Advisory Group, LLC | 873 | $323.0K | 0.07% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 872 | $322.7K | 0.17% | −49−5.3% | Reduced |
| First Heartland Consultants, Inc. | 872 | $322.6K | 0.02% | +3+0.3% | Added |
| Financial Network Wealth Management LLC | 872 | $322.0K | 0.10% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 870 | $321.9K | 0.11% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 869 | $321.5K | 0.06% | +869 | New |
| Dearborn Partners LLC | 868 | $321.1K | 0.02% | −766−46.9% | Reduced |
| DeDora Capital, Inc. | 868 | $321.1K | 0.08% | 00.0% | Unchanged |
| Bollard Group LLC | 864 | $320.0K | 0.01% | +864 | New |
| Saxony Capital Management, LLC | 863 | $319.1K | 0.20% | +60+7.5% | Added |
| SMART Wealth LLC | 860 | $318.3K | 0.10% | +80+10.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 860 | $318.2K | 0.09% | +6+0.7% | Added |
| Brio Consultants, LLC | 859 | $317.8K | 0.04% | +142+19.8% | Added |