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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 25,903 | $9.51M | 3.95% | −5,273−16.9% | Reduced |
| AMG National Trust Bank | 25,413 | $9.40M | 0.22% | +197+0.8% | Added |
| Central Trust Co | 25,341 | $9.38M | 0.18% | −345−1.3% | Reduced |
| Guardian Partners Inc. | 26,563 | $9.36M | 0.75% | −905−3.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,273 | $9.35M | 0.64% | −241−0.9% | Reduced |
| Bokf, NA | 25,221 | $9.33M | 0.14% | −1,658−6.2% | Reduced |
| Bessemer Group Inc | 25,089 | $9.28M | 0.01% | +1,446+6.1% | Added |
| Savant Capital, LLC | 25,060 | $9.27M | 0.05% | −983−3.8% | Reduced |
| Mirae Asset Securities (USA) Inc. | 25,056 | $9.27M | 0.37% | −50.0% | Reduced |
| Chatham Capital Group, Inc. | 25,031 | $9.26M | 1.32% | −303−1.2% | Reduced |
| Silvant Capital Management LLC | 24,917 | $9.22M | 0.31% | +101+0.4% | Added |
| RSM US Wealth Management LLC | 24,600 | $9.19M | 0.12% | +611+2.5% | Added |
| Dorsey & Whitney Trust CO LLC | 24,786 | $9.17M | 0.48% | −4,914−16.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 24,783 | $9.17M | 1.85% | −366−1.5% | Reduced |
| New Mexico Educational Retirement Board | 24,763 | $9.16M | 0.27% | −200−0.8% | Reduced |
| Roundview Capital LLC | 24,673 | $9.13M | 0.56% | +42+0.2% | Added |
| Trust Co of Vermont | 24,632 | $9.11M | 0.38% | +846+3.6% | Added |
| Torray LLC | 24,275 | $8.98M | 1.29% | −33,375−57.9% | Reduced |
| Old National Bancorp | 24,243 | $8.97M | 0.15% | −5,162−17.6% | Reduced |
| Asset Dedication, LLC | 24,189 | $8.95M | 0.59% | +435+1.8% | Added |
| Venture Visionary Partners LLC | 23,899 | $8.92M | 0.29% | −881−3.6% | Reduced |
| Somerville Kurt F | 24,100 | $8.92M | 1.51% | +6,186+34.5% | Added |
| Kingsview Wealth Management, LLC | 24,087 | $8.91M | 0.13% | +113+0.5% | Added |
| Gotham Asset Management, LLC | 24,048 | $8.90M | 0.03% | +2,557+11.9% | Added |
| Colter Lewis Investment Partners LLC | 23,970 | $8.87M | 10.26% | +23,970 | New |
| Arvest Bank Trust Division | 23,968 | $8.87M | 0.48% | −447−1.8% | Reduced |
| Hendershot Investments Inc. | 23,903 | $8.84M | 1.13% | −16−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,884 | $8.84M | 0.02% | −34,726−59.2% | Reduced |
| Wedbush Securities Inc | 23,702 | $8.77M | 0.26% | +748+3.3% | Added |
| Meiji Yasuda America Inc | 23,690 | $8.76M | 2.01% | +23,690 | New |
| CAPROCK Group, Inc. | 23,672 | $8.76M | 0.18% | +141+0.6% | Added |
| Capital International Sarl | 23,642 | $8.75M | 0.14% | +16,187+217.1% | Added |
| Freestone Capital Holdings, LLC | 23,522 | $8.70M | 0.26% | +61+0.3% | Added |
| Ceera Investments, LLC | 23,487 | $8.69M | 3.36% | −4,672−16.6% | Reduced |
| Principal Securities, Inc. | 23,486 | $8.69M | 0.13% | +2,589+12.4% | Added |
| Commerzbank Aktiengesellschaft | 23,478 | $8.69M | 0.18% | −750−3.1% | Reduced |
| Gladstone Institutional Advisory LLC | 23,424 | $8.67M | 0.33% | +3,994+20.6% | Added |
| Adalta Capital Management LLC | 23,243 | $8.60M | 3.84% | −157−0.7% | Reduced |
| Ieq Capital, LLC | 23,220 | $8.59M | 0.03% | +19,526+528.6% | Added |
| Bretton Capital Management, LLC | 23,100 | $8.55M | 7.15% | 00.0% | Unchanged |
| Omers Administration Corp | 23,047 | $8.53M | 0.06% | +747+3.3% | Added |
| RBF Capital, LLC | 23,000 | $8.51M | 0.39% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 22,991 | $8.51M | 0.70% | +22,991 | New |
| LGT Group Foundation | 22,750 | $8.49M | 0.09% | +573+2.6% | Added |
| Resources Investment Advisors, LLC. | 22,894 | $8.47M | 0.08% | +6,177+37.0% | Added |
| J.W. Cole Advisors, Inc. | 24,888 | $8.44M | 0.20% | −2,006−7.5% | Reduced |
| Ballentine Partners, LLC | 22,784 | $8.43M | 0.12% | −344−1.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 22,511 | $8.33M | 1.59% | −360−1.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $8.33M | 0.57% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 22,459 | $8.31M | 0.62% | −409−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,869 | $8.31M | 0.19% | −59,781−73.2% | Reduced |
| Sagespring Wealth Partners, LLC | 22,356 | $8.27M | 0.15% | +1,745+8.5% | Added |
| Wisconsin Capital Management LLC | 22,333 | $8.26M | 4.18% | +87+0.4% | Added |
| Insight Wealth Strategies, LLC | 22,321 | $8.26M | 0.95% | −683−3.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 22,199 | $8.21M | 0.36% | +1,301+6.2% | Added |
| Heritage Trust Co | 22,190 | $8.21M | 0.84% | −1,053−4.5% | Reduced |
| Family Management Corp | 22,190 | $8.21M | 1.04% | +20.0% | Added |
| Park Avenue Securities LLC | 22,190 | $8.21M | 0.07% | +328+1.5% | Added |
| Global X Japan Co., Ltd. | 22,117 | $8.18M | 0.62% | +18,235+469.7% | Added |
| Chicago Trust Co NA | 22,098 | $8.18M | 1.28% | −203−0.9% | Reduced |
| MUFG Securities EMEA plc | 22,027 | $8.15M | 0.09% | +11,638+112.0% | Added |
| Bleakley Financial Group, LLC | 21,946 | $8.12M | 0.14% | +6,274+40.0% | Added |
| Sandhill Capital Partners LLC | 21,811 | $8.07M | 0.57% | −871−3.8% | Reduced |
| First Interstate Bank | 21,678 | $8.02M | 0.43% | −912−4.0% | Reduced |
| Northstar Group, Inc. | 21,536 | $7.97M | 1.09% | +449+2.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 21,476 | $7.95M | 2.99% | −2,922−12.0% | Reduced |
| Fiduciary Group LLC | 21,467 | $7.94M | 0.67% | −56−0.3% | Reduced |
| Chapman Investment Management, LLC | 21,435 | $7.93M | 5.80% | −30.0% | Reduced |
| Plato Investment Management Ltd | 21,313 | $7.92M | 0.52% | −486−2.2% | Reduced |
| Bailard, Inc. | 21,389 | $7.91M | 0.18% | −1,007−4.5% | Reduced |
| AIA Group Ltd | 21,300 | $7.88M | 0.12% | +5,700+36.5% | Added |
| JLB & Associates Inc | 21,294 | $7.88M | 1.06% | +1,802+9.2% | Added |
| Fort Sheridan Advisors LLC | 21,284 | $7.87M | 1.00% | +800+3.9% | Added |
| New Age Alpha Advisors, LLC | 21,169 | $7.83M | 0.34% | −5,590−20.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,138 | $7.82M | 0.80% | −107−0.5% | Reduced |
| Condor Capital Management | 21,119 | $7.81M | 0.63% | −236−1.1% | Reduced |
| Summit Trail Advisors, LLC | 21,063 | $7.79M | 0.13% | −2,982−12.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,064 | $7.79M | 0.03% | +12,173+136.9% | Added |
| F/M Investments LLC | 20,998 | $7.77M | 0.30% | −805−3.7% | Reduced |
| Verdence Capital Advisors LLC | 20,988 | $7.76M | 0.46% | +232+1.1% | Added |
| Hi-Line Capital Management, LLC | 20,965 | $7.76M | 2.58% | +1,182+6.0% | Added |
| Guggenheim Capital LLC | 20,948 | $7.75M | 0.06% | −1,525−6.8% | Reduced |
| Coldstream Capital Management Inc | 20,801 | $7.70M | 0.10% | −673−3.1% | Reduced |
| Community Financial Services Group, LLC | 20,783 | $7.69M | 1.41% | −1,465−6.6% | Reduced |
| Arcadia Investment Management Corp | 20,649 | $7.64M | 1.24% | −2,860−12.2% | Reduced |
| Siemens Fonds Invest GmbH | 20,256 | $7.56M | 0.40% | −1,558−7.1% | Reduced |
| Hutner Capital Management Inc | 20,409 | $7.55M | 3.15% | −251−1.2% | Reduced |
| Impax Asset Management Group plc | 20,218 | $7.48M | 0.05% | −488−2.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $7.44M | 1.27% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 20,060 | $7.42M | 0.15% | +3,877+24.0% | Added |
| Ibex Wealth Advisors | 20,029 | $7.41M | 0.73% | +767+4.0% | Added |
| RH Tailwind Management, LLC | 20,000 | $7.40M | 7.44% | +20,000 | New |
| Banco Santander, S.A. | 19,948 | $7.38M | 0.06% | −5,375−21.2% | Reduced |
| EFG International AG | 19,912 | $7.37M | 0.14% | +19,912 | New |
| Empirical Finance, LLC | 19,798 | $7.32M | 0.35% | −898−4.3% | Reduced |
| ExodusPoint Capital Management, LP | 19,796 | $7.32M | 0.08% | +1,890+10.6% | Added |
| Foundations Investment Advisors, LLC | 19,783 | $7.32M | 0.10% | −1,761−8.2% | Reduced |
| Kerusso Capital Management LLC | 19,730 | $7.30M | 3.37% | +4,713+31.4% | Added |
| Evolve Private Wealth, LLC | 19,667 | $7.28M | 0.43% | +19,667 | New |
| Intesa Sanpaolo Wealth Management | 19,644 | $7.27M | 1.50% | +19,644 | New |