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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 38,197 | $14.1M | 0.34% | −859−2.2% | Reduced |
| McMillan Office, Inc. | 38,158 | $14.1M | 1.70% | +38,158 | New |
| Unison Asset Management LLC | 38,088 | $14.1M | 6.31% | +921+2.5% | Added |
| Silicon Valley Capital Partners | 37,950 | $14.0M | 1.28% | −1,092−2.8% | Reduced |
| D.A. Davidson & Co. | 37,926 | $14.0M | 0.09% | +2,316+6.5% | Added |
| Radnor Capital Management, LLC | 37,428 | $13.8M | 2.06% | −305−0.8% | Reduced |
| Klingenstein Fields & Co LP | 37,375 | $13.8M | 0.52% | −243−0.6% | Reduced |
| Diversified Trust Co | 37,236 | $13.8M | 0.25% | −5,014−11.9% | Reduced |
| NWF Advisory Services Inc. | 36,952 | $13.7M | 1.51% | −270−0.7% | Reduced |
| Ironwood Investment Counsel, LLC | 36,936 | $13.7M | 1.91% | −1,635−4.2% | Reduced |
| Rheos Capital Works Inc. | 36,700 | $13.6M | 0.87% | 00.0% | Unchanged |
| Walleye Capital LLC | 36,565 | $13.5M | 0.08% | +36,565 | New |
| HighPoint Advisor Group LLC | 36,509 | $13.5M | 0.30% | +5,183+16.5% | Added |
| Hudson Valley Investment Advisors Inc | 36,448 | $13.5M | 1.49% | −7,769−17.6% | Reduced |
| Fisher Funds Management LTD | 36,256 | $13.5M | 0.35% | +36,256 | New |
| Private Advisory Group LLC | 36,227 | $13.4M | 1.06% | +2,132+6.3% | Added |
| Cornerstone Advisors, LLC | 36,200 | $13.4M | 0.45% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 35,999 | $13.3M | 0.57% | +7,720+27.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35,973 | $13.3M | 7.13% | −959−2.6% | Reduced |
| Stansberry Asset Management, LLC | 35,794 | $13.2M | 1.34% | −3,191−8.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 35,700 | $13.2M | 0.71% | +758+2.2% | Added |
| Meitav Dash Investments Ltd | 35,629 | $13.2M | 0.16% | +5,737+19.2% | Added |
| CX Institutional | 35,565 | $13.2M | 0.39% | +1,226+3.6% | Added |
| Summit Financial, LLC | 35,467 | $13.1M | 0.19% | +694+2.0% | Added |
| Advisory Services Network, LLC | 35,093 | $13.0M | 0.18% | −1,145−3.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 34,958 | $12.9M | 0.21% | +34,958 | New |
| Stokes Capital Advisors, LLC | 34,915 | $12.9M | 2.95% | −378−1.1% | Reduced |
| Westend Capital Management, LLC | 34,579 | $12.8M | 3.58% | +332+1.0% | Added |
| Bensler, LLC | 34,545 | $12.8M | 1.28% | +738+2.2% | Added |
| Kentucky Retirement Systems | 34,485 | $12.8M | 0.35% | 00.0% | Unchanged |
| Meyer Handelman Co | 34,365 | $12.7M | 0.40% | −95−0.3% | Reduced |
| Laird Norton Trust Company, LLC | 34,350 | $12.7M | 0.26% | +34,350 | New |
| Jacobs & Co | 34,203 | $12.7M | 1.19% | −823−2.3% | Reduced |
| Torrey Growth & Income Advisors | 33,966 | $12.6M | 4.37% | −4,643−12.0% | Reduced |
| Rodgers Brothers Inc. | 33,870 | $12.5M | 1.50% | −175−0.5% | Reduced |
| SP Asset Management LLC | 33,757 | $12.5M | 0.99% | +52+0.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 33,635 | $12.4M | 4.01% | −1,370−3.9% | Reduced |
| We Are One Seven, LLC | 33,439 | $12.4M | 0.25% | +1,406+4.4% | Added |
| Susquehanna Fundamental Investments, LLC | 33,317 | $12.3M | 0.42% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 33,282 | $12.3M | 0.68% | +1,757+5.6% | Added |
| Scotia Capital Inc. | 33,011 | $12.2M | 0.05% | +1,259+4.0% | Added |
| Vise Technologies, Inc. | 32,951 | $12.2M | 0.24% | +10,165+44.6% | Added |
| Davy Global Fund Management Ltd | 32,837 | $12.1M | 0.84% | −240−0.7% | Reduced |
| Port Capital LLC | 32,755 | $12.1M | 0.52% | +31,926+3,851.1% | Added |
| Edgar Lomax Co | 32,455 | $12.0M | 0.91% | −770−2.3% | Reduced |
| Strategic Wealth Designers | 32,440 | $12.0M | 1.48% | −14,693−31.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 32,394 | $12.0M | 2.76% | −175−0.5% | Reduced |
| Winslow Asset Management Inc | 32,358 | $12.0M | 2.21% | +76+0.2% | Added |
| Bridgewater Associates, LP | 32,085 | $11.9M | 0.04% | −4,988−13.5% | Reduced |
| LB Partners LLC | 32,000 | $11.8M | 10.93% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 31,972 | $11.8M | 0.57% | −5,571−14.8% | Reduced |
| Miracle Mile Advisors, LLC | 31,924 | $11.8M | 0.17% | +1,286+4.2% | Added |
| Letson Investment Management, Inc. | 31,863 | $11.8M | 4.32% | −136−0.4% | Reduced |
| Quadrant Capital Group LLC | 31,804 | $11.8M | 0.36% | −1,332−4.0% | Reduced |
| Payden & Rygel | 31,800 | $11.8M | 0.82% | −900−2.8% | Reduced |
| Martin Investment Management, LLC | 31,764 | $11.8M | 3.29% | −2,495−7.3% | Reduced |
| KMG Fiduciary Partners, LLC | 31,326 | $11.6M | 0.82% | +58+0.2% | Added |
| Legacy Trust | 31,317 | $11.6M | 2.17% | +628+2.0% | Added |
| Pittenger & Anderson Inc | 31,193 | $11.5M | 0.44% | +35+0.1% | Added |
| Callan Family Office, LLC | 31,151 | $11.5M | 0.25% | +8,812+39.4% | Added |
| Hartford Investment Management Co | 31,101 | $11.5M | 0.34% | −720−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 30,901 | $11.4M | 0.13% | −381−1.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 30,785 | $11.4M | 0.80% | −807−2.6% | Reduced |
| Bearing Point Capital, LLC | 30,441 | $11.3M | 1.76% | +2,547+9.1% | Added |
| Thompson Siegel & Walmsley LLC | 30,424 | $11.3M | 0.19% | −145−0.5% | Reduced |
| St Germain D J Co Inc | 30,208 | $11.2M | 0.43% | +131+0.4% | Added |
| Independent Advisor Alliance | 29,780 | $11.0M | 0.27% | +1,138+4.0% | Added |
| PEAK6 LLC | 29,658 | $11.0M | 0.30% | −52,591−63.9% | Reduced |
| Tower Research Capital LLC (TRC) | 29,633 | $11.0M | 0.27% | +18,522+166.7% | Added |
| Strategic Wealth Partners, Ltd. | 29,452 | $10.9M | 0.75% | +213+0.7% | Added |
| Pavion Blue Capital, LLC | 29,184 | $10.8M | 4.48% | −158−0.5% | Reduced |
| ING Groep NV | 29,146 | $10.8M | 0.07% | −911−3.0% | Reduced |
| Contravisory Investment Management, Inc. | 29,133 | $10.8M | 2.14% | −1,126−3.7% | Reduced |
| Highland Capital Management, LLC | 29,025 | $10.7M | 0.53% | −8,100−21.8% | Reduced |
| Shelter Mutual Insurance Co | 28,735 | $10.6M | 2.37% | −11,150−28.0% | Reduced |
| Benjamin Edwards Inc | 28,700 | $10.6M | 0.12% | −1,134−3.8% | Reduced |
| EP Wealth Advisors, LLC | 28,570 | $10.6M | 0.05% | +28,570 | New |
| Trajan Wealth LLC | 28,502 | $10.5M | 0.44% | +3,601+14.5% | Added |
| Gulf International Bank (UK) Ltd | 28,438 | $10.5M | 0.34% | +15+0.1% | Added |
| McMahon Financial Advisors, LLC | 28,432 | $10.5M | 2.22% | +864+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 28,297 | $10.5M | 0.52% | +22,092+356.0% | Added |
| Equitable Holdings, Inc. | 28,032 | $10.4M | 0.07% | −4,996−15.1% | Reduced |
| Morningstar Investment Management LLC | 27,990 | $10.4M | 0.61% | −27,294−49.4% | Reduced |
| Boyd Watterson Asset Management LLC | 27,762 | $10.3M | 2.96% | +147+0.5% | Added |
| Louisiana State Employees Retirement System | 27,400 | $10.1M | 0.17% | −1,100−3.9% | Reduced |
| 1st Source Bank | 27,373 | $10.1M | 0.53% | −1,094−3.8% | Reduced |
| Headinvest, LLC | 27,214 | $10.1M | 2.00% | −927−3.3% | Reduced |
| Metis Global Partners, LLC | 27,119 | $10.0M | 0.24% | −3,073−10.2% | Reduced |
| Maryland State Retirement & Pension System | 27,049 | $10.0M | 0.21% | −320−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 26,945 | $9.97M | 0.22% | −5,853−17.8% | Reduced |
| Banque Transatlantique SA | 26,652 | $9.85M | 0.24% | +23,105+651.4% | Added |
| Coastline Trust Co | 26,454 | $9.79M | 0.92% | −130.0% | Reduced |
| Assenagon Asset Management S.A. | 26,353 | $9.75M | 0.01% | −250,856−90.5% | Reduced |
| Umb Bank N A | 26,352 | $9.75M | 0.13% | +4,454+20.3% | Added |
| Genus Capital Management Inc. | 26,346 | $9.75M | 1.14% | −1,085−4.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 26,288 | $9.73M | 0.22% | −223,161−89.5% | Reduced |
| Foster Group, Inc. | 26,283 | $9.72M | 0.29% | +18+0.1% | Added |
| Reliant Investment Management, LLC | 26,144 | $9.67M | 3.92% | −290−1.1% | Reduced |
| Hudson Bay Capital Management LP | 26,078 | $9.65M | 0.06% | −5,533−17.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 25,974 | $9.61M | 0.27% | +17,789+217.3% | Added |