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; 3,022 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
- 1,126 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 62,805 | $23.2M | 0.28% | +705+1.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 62,763 | $23.2M | 0.60% | +24,040+62.1% | Added |
| Hamilton Point Investment Advisors, LLC | 62,749 | $23.2M | 3.53% | −244−0.4% | Reduced |
| Birch Financial Group, LLC | 62,020 | $22.9M | 13.08% | +30.0% | Added |
| Laffer Tengler Investments | 61,984 | $22.9M | 3.48% | +4,393+7.6% | Added |
| Oregon Public Employees Retirement Fund | 61,569 | $22.8M | 0.29% | −463−0.7% | Reduced |
| Wesleyan Assurance Society | 61,545 | $22.8M | 1.31% | −800−1.3% | Reduced |
| Calamos Wealth Management LLC | 61,433 | $22.7M | 0.79% | +33+0.1% | Added |
| Moran Wealth Management, LLC | 60,924 | $22.5M | 0.69% | −3,190−5.0% | Reduced |
| Perigon Wealth Management, LLC | 60,773 | $22.5M | 0.40% | +723+1.2% | Added |
| Sequoia Financial Advisors, LLC | 60,613 | $22.4M | 0.13% | +5,259+9.5% | Added |
| Yousif Capital Management, LLC | 62,730 | $22.1M | 0.24% | −5,187−7.6% | Reduced |
| DJE Kapital AG | 58,977 | $22.1M | 0.61% | +58,977 | New |
| Galvin, Gaustad & Stein, LLC | 58,382 | $21.6M | 1.69% | −7,013−10.7% | Reduced |
| Mutual of America Capital Management LLC | 57,697 | $21.3M | 0.22% | −1,141−1.9% | Reduced |
| Willis Investment Counsel | 56,680 | $21.0M | 1.08% | +2,863+5.3% | Added |
| Narwhal Capital Management | 56,189 | $20.8M | 1.51% | −3,068−5.2% | Reduced |
| GHP Investment Advisors, Inc. | 55,599 | $20.6M | 0.85% | −139−0.2% | Reduced |
| Equitable Trust Co | 55,225 | $20.4M | 0.91% | −989−1.8% | Reduced |
| Abn Amro Investment Solutions | 54,803 | $20.3M | 0.30% | +8,704+18.9% | Added |
| Silvercrest Asset Management Group LLC | 54,661 | $20.2M | 0.14% | −2,048−3.6% | Reduced |
| Group One Trading, L.P. | 54,076 | $20.0M | 0.59% | +54,076 | New |
| Tocqueville Asset Management L.P. | 53,909 | $19.9M | 0.29% | −170−0.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 53,360 | $19.7M | 4.30% | −2,156−3.9% | Reduced |
| Anchor Capital Advisors LLC | 53,349 | $19.7M | 0.57% | −1,740−3.2% | Reduced |
| Private Advisor Group, LLC | 52,638 | $19.5M | 0.09% | +4,232+8.7% | Added |
| Carret Asset Management, LLC | 52,467 | $19.4M | 1.84% | −489−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 52,247 | $19.3M | 1.36% | +437+0.8% | Added |
| Matthew Goff Investment Advisor, LLC | 51,925 | $19.2M | 3.40% | −1,878−3.5% | Reduced |
| Chemistry Wealth Management LLC | 51,533 | $19.1M | 3.57% | −96−0.2% | Reduced |
| Rice Partnership, LLC | 50,623 | $18.7M | 2.53% | +2,926+6.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 50,412 | $18.7M | 2.81% | +169+0.3% | Added |
| Eventide Asset Management, LLC | 50,106 | $18.6M | 0.29% | +361+0.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 49,997 | $18.5M | 0.51% | +660+1.3% | Added |
| Argent Trust Co | 48,915 | $18.1M | 0.62% | +319+0.7% | Added |
| Cresset Asset Management, LLC | 48,888 | $18.1M | 0.08% | −140−0.3% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $18.1M | 3.02% | 00.0% | Unchanged |
| Unio Capital LLC | 48,725 | $18.0M | 3.39% | +48,725 | New |
| Perennial Advisors, LLC | 48,724 | $18.0M | 3.02% | +310+0.6% | Added |
| Virginia Retirement Systems Et Al | 48,700 | $18.0M | 0.11% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 48,629 | $18.0M | 1.02% | +1,406+3.0% | Added |
| Atria Investments LLC | 48,176 | $17.8M | 0.20% | −1,619−3.3% | Reduced |
| Illinois Municipal Retirement Fund | 48,119 | $17.8M | 0.22% | −5,327−10.0% | Reduced |
| Investment Management Corp of Ontario | 47,990 | $17.8M | 0.24% | +18,737+64.1% | Added |
| Thomasville National Bank | 47,810 | $17.7M | 1.10% | +542+1.1% | Added |
| Clearstead Advisors, LLC | 47,568 | $17.6M | 0.22% | +150+0.3% | Added |
| Mirova | 47,468 | $17.6M | 2.53% | −2,544−5.1% | Reduced |
| Choate Investment Advisors | 47,399 | $17.5M | 0.34% | +205+0.4% | Added |
| Aptus Capital Advisors, LLC | 47,299 | $17.5M | 0.15% | +7,737+19.6% | Added |
| Sky Investment Group LLC | 47,295 | $17.5M | 2.89% | −582−1.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $17.4M | 0.14% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 46,801 | $17.3M | 1.42% | −465−1.0% | Reduced |
| Penserra Capital Management LLC | 46,662 | $17.3M | 0.21% | −14,151−23.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 46,237 | $17.1M | 1.08% | −185−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 45,724 | $16.9M | 0.19% | +24,465+115.1% | Added |
| Point72 Asset Management, L.P. | 45,568 | $16.9M | 0.03% | +45,568 | New |
| D. E. Shaw & Co., Inc. | 45,538 | $16.8M | 0.01% | +18,514+68.5% | Added |
| Modern Wealth Management, LLC | 45,476 | $16.8M | 0.31% | −115−0.3% | Reduced |
| Horizon Investments, LLC | 45,087 | $16.6M | 0.21% | +21,815+93.7% | Added |
| Ninety One UK Ltd | 44,559 | $16.5M | 0.04% | +1,740+4.1% | Added |
| Eagle Rock Investment Company, LLC | 44,513 | $16.5M | 2.32% | −35−0.1% | Reduced |
| Brown Brothers Harriman & Co | 44,289 | $16.4M | 0.09% | +1,278+3.0% | Added |
| Blue Sparrow, LLC | 44,220 | $16.4M | 0.31% | +44,220 | New |
| Hemenway Trust Co LLC | 43,816 | $16.2M | 1.24% | +12,477+39.8% | Added |
| Stockman Wealth Management, Inc. | 43,707 | $16.2M | 1.88% | +584+1.4% | Added |
| Kestra Private Wealth Services, LLC | 43,529 | $16.1M | 0.20% | +345+0.8% | Added |
| Cullinan Associates Inc | 43,280 | $16.0M | 1.09% | −4,333−9.1% | Reduced |
| Merit Financial Group, LLC | 43,271 | $16.0M | 0.13% | +5,839+15.6% | Added |
| LaFleur & Godfrey LLC | 42,836 | $15.8M | 1.92% | +467+1.1% | Added |
| Pacer Advisors, Inc. | 42,809 | $15.8M | 0.04% | −4,442−9.4% | Reduced |
| Jag Capital Management, LLC | 42,646 | $15.8M | 1.71% | +26,012+156.4% | Added |
| Pinebridge Investments LLC | 42,584 | $15.8M | 0.12% | +42,584 | New |
| Allstate Corp | 42,404 | $15.7M | 0.21% | +22,099+108.8% | Added |
| Norinchukin Bank, The | 42,201 | $15.6M | 0.18% | +1,852+4.6% | Added |
| Griffin Asset Management, Inc. | 41,873 | $15.5M | 1.68% | −79−0.2% | Reduced |
| Avanza Fonder AB | 41,782 | $15.5M | 0.39% | +1,898+4.8% | Added |
| Searle & Co. | 41,714 | $15.4M | 3.98% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 41,657 | $15.4M | 0.39% | +41,657 | New |
| Shayne & Co., LLC | 41,284 | $15.3M | 4.62% | −106−0.3% | Reduced |
| Univest Financial Corp | 41,280 | $15.3M | 0.81% | −1,029−2.4% | Reduced |
| Van Cleef Asset Management,Inc | 41,220 | $15.2M | 1.55% | −417−1.0% | Reduced |
| Greystone Financial Group, LLC | 40,984 | $15.2M | 2.37% | −5,093−11.1% | Reduced |
| Fundamentun, LLC | 40,460 | $15.0M | 0.60% | +502+1.3% | Added |
| Polar Capital Holdings Plc | 40,360 | $14.9M | 0.07% | +550+1.4% | Added |
| Kinneret Advisory, LLC | 40,308 | $14.9M | 1.26% | −1,103−2.7% | Reduced |
| WoodTrust Financial Corp | 40,224 | $14.9M | 1.74% | −610−1.5% | Reduced |
| Wellington Shields Capital Management, LLC | 40,049 | $14.8M | 2.16% | +1,758+4.6% | Added |
| Entropy Technologies, LP | 39,868 | $14.7M | 0.80% | +39,868 | New |
| Teamwork Financial Advisors, LLC | 39,581 | $14.6M | 1.56% | −5,534−12.3% | Reduced |
| NewEdge Wealth, LLC | 39,558 | $14.6M | 0.17% | +13,619+52.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 39,490 | $14.6M | 0.61% | −15,620−28.3% | Reduced |
| M. Kulyk & Associates, LLC | 39,147 | $14.5M | 2.77% | +116+0.3% | Added |
| Capital Fund Management S.A. | 38,960 | $14.4M | 0.14% | +38,960 | New |
| Whittier Trust Co of Nevada Inc | 37,506 | $14.4M | 0.30% | +656+1.8% | Added |
| NFC Investments, LLC | 38,783 | $14.3M | 4.05% | −822−2.1% | Reduced |
| Shelton Capital Management | 38,687 | $14.3M | 0.28% | −5,800−13.0% | Reduced |
| Mizuho Securities USA LLC | 39,123 | $14.3M | 0.24% | −410−1.0% | Reduced |
| Cary Street Partners Financial LLC | 38,389 | $14.2M | 0.35% | −1,273−3.2% | Reduced |
| CWM, LLC | 38,320 | $14.2M | 0.04% | +5,985+18.5% | Added |
| Financial Avengers, Inc. | 38,213 | $14.1M | 5.79% | −862−2.2% | Reduced |