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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 19,641 | $7.27M | 0.10% | +7,727+64.9% | Added |
| Tokio Marine Asset Management Co Ltd | 19,615 | $7.26M | 0.25% | +211+1.1% | Added |
| Canada Post Corp Registered Pension Plan | 19,508 | $7.22M | 0.27% | +406+2.1% | Added |
| Spire Wealth Management | 19,461 | $7.20M | 0.24% | +13,445+223.5% | Added |
| E. Ohman J:or Asset Management AB | 19,447 | $7.19M | 0.17% | −4,349−18.3% | Reduced |
| Lincoln Capital LLC | 19,260 | $7.13M | 1.29% | +133+0.7% | Added |
| BFSG, LLC | 19,205 | $7.10M | 0.69% | −124−0.6% | Reduced |
| Courier Capital LLC | 19,095 | $7.06M | 0.40% | −360−1.9% | Reduced |
| Welch Group, LLC | 18,892 | $6.99M | 0.27% | +26+0.1% | Added |
| Snowden Capital Advisors LLC | 18,868 | $6.98M | 0.18% | +2,166+13.0% | Added |
| North Dakota State Investment Board | 18,843 | $6.97M | 0.26% | +18,843 | New |
| Mount Vernon Associates Inc | 18,702 | $6.92M | 4.65% | +50+0.3% | Added |
| Modera Wealth Management, LLC | 18,680 | $6.91M | 0.08% | −598−3.1% | Reduced |
| Chemung Canal Trust Co | 18,623 | $6.89M | 1.36% | −602−3.1% | Reduced |
| Beck Bode, LLC | 18,529 | $6.85M | 1.14% | −658−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 18,470 | $6.83M | 0.15% | +505+2.8% | Added |
| Chase Investment Counsel Corp | 18,447 | $6.82M | 1.91% | +603+3.4% | Added |
| Mirabaud Asset Management Ltd | 22,018 | $6.82M | 3.27% | −2,996−12.0% | Reduced |
| Banque Cantonale Vaudoise | 18,414 | $6.81M | 0.24% | −3,616−16.4% | Reduced |
| L & S Advisors Inc | 18,313 | $6.77M | 0.63% | +8,141+80.0% | Added |
| Van Eck Associates Corp | 18,278 | $6.76M | 0.01% | +1,169+6.8% | Added |
| Stephens Inc | 18,271 | $6.76M | 0.08% | +262+1.5% | Added |
| Seizert Capital Partners, LLC | 18,155 | $6.72M | 0.28% | −1,441−7.4% | Reduced |
| TKG Advisors, LLC | 18,118 | $6.70M | 2.70% | −655−3.5% | Reduced |
| Caldwell Trust Co | 18,105 | $6.70M | 0.60% | +382+2.2% | Added |
| Journey Strategic Wealth LLC | 18,060 | $6.68M | 0.18% | −528−2.8% | Reduced |
| Montag A & Associates Inc | 18,060 | $6.68M | 0.30% | −1,737−8.8% | Reduced |
| Glenview Trust Co | 18,028 | $6.67M | 0.10% | +618+3.5% | Added |
| Sagewood Asset Management LP | 18,015 | $6.66M | 2.37% | +18,015 | New |
| Ghe, LLC | 18,002 | $6.66M | 2.21% | +700+4.0% | Added |
| Pacifica Capital Investments, LLC | 17,993 | $6.66M | 1.81% | −27−0.1% | Reduced |
| Callahan Advisors, LLC | 17,829 | $6.60M | 0.54% | +10.0% | Added |
| Rayburn West Financial Services LLC | 17,806 | $6.59M | 4.09% | +17,806 | New |
| NWK Group, Inc. | 17,746 | $6.57M | 2.28% | +17,746 | New |
| Vident Advisory, LLC | 17,630 | $6.52M | 0.06% | +30.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 17,509 | $6.48M | 0.82% | +17,509 | New |
| CFC Planning Co LLC | 17,489 | $6.47M | 4.98% | −813−4.4% | Reduced |
| Strategic Planning Group, LLC | 17,343 | $6.42M | 0.83% | +991+6.1% | Added |
| Apollon Wealth Management, LLC | 17,184 | $6.36M | 0.11% | +336+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,168 | $6.35M | 0.07% | −131−0.8% | Reduced |
| Brevan Howard Capital Management LP | 17,158 | $6.35M | 0.12% | −6,258−26.7% | Reduced |
| Stenger Family Office, LLC | 17,085 | $6.32M | 1.31% | +5,372+45.9% | Added |
| Elgethun Capital Management | 17,039 | $6.30M | 1.09% | −163−0.9% | Reduced |
| Triglav Skladi, D.O.O. | 17,000 | $6.29M | 0.40% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 16,977 | $6.28M | 0.07% | −192−1.1% | Reduced |
| Nordwand Advisors, LLC | 16,931 | $6.26M | 1.09% | −50.0% | Reduced |
| Pring Turner Capital Group Inc | 16,916 | $6.26M | 3.87% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 16,874 | $6.24M | 0.84% | +8,130+93.0% | Added |
| Kanawha Capital Management LLC | 16,820 | $6.22M | 0.43% | +62+0.4% | Added |
| Tower Bridge Advisors | 16,784 | $6.21M | 0.63% | +730+4.5% | Added |
| Evergreen Capital Management LLC | 16,766 | $6.20M | 0.14% | +6,235+59.2% | Added |
| Dynamic Advisor Solutions LLC | 16,659 | $6.16M | 0.20% | −234−1.4% | Reduced |
| Flputnam Investment Management Co | 16,630 | $6.15M | 0.09% | +2,569+18.3% | Added |
| Wright Investors Service Inc | 16,627 | $6.15M | 1.85% | −585−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 16,614 | $6.15M | 0.26% | +1,177+7.6% | Added |
| Longbow Finance SA | 16,524 | $6.11M | 1.04% | −16,754−50.3% | Reduced |
| Resonant Capital Advisors, LLC | 16,522 | $6.11M | 0.34% | −213−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 16,510 | $6.11M | 0.96% | −92−0.6% | Reduced |
| WP Advisors, LLC | 16,492 | $6.10M | 1.52% | −422−2.5% | Reduced |
| BNC Wealth Management, LLC | 16,458 | $6.09M | 1.56% | +396+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,416 | $6.07M | 0.19% | −388−2.3% | Reduced |
| Signaturefd, LLC | 16,385 | $6.06M | 0.09% | +767+4.9% | Added |
| Lee Johnson Capital Management, LLC | 16,340 | $6.04M | 2.07% | −322−1.9% | Reduced |
| Park National Corp | 16,326 | $6.04M | 0.19% | +323+2.0% | Added |
| Bill Few Associates, Inc. | 16,323 | $6.04M | 1.49% | +39+0.2% | Added |
| Trinity Legacy Partners, LLC | 16,276 | $6.02M | 1.38% | +19+0.1% | Added |
| AE Wealth Management LLC | 16,228 | $6.00M | 0.03% | +960+6.3% | Added |
| Global Retirement Partners, LLC | 16,183 | $5.99M | 0.11% | +4,181+34.8% | Added |
| Greenleaf Trust | 16,168 | $5.98M | 0.05% | −66−0.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,103 | $5.96M | 1.36% | −3,127−16.3% | Reduced |
| Brave Asset Management Inc | 16,064 | $5.94M | 1.40% | +55+0.3% | Added |
| Morton Community Bank | 16,642 | $5.86M | 1.27% | −685−4.0% | Reduced |
| Hamilton Capital Partners Inc. | 15,800 | $5.85M | 0.21% | −102−0.6% | Reduced |
| Everence Capital Management Inc | 15,794 | $5.84M | 0.35% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 15,789 | $5.84M | 0.50% | −67−0.4% | Reduced |
| NBT Bank N A | 15,708 | $5.81M | 0.38% | −983−5.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,702 | $5.81M | 0.31% | −169−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 15,689 | $5.80M | 0.07% | −2,879−15.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,659 | $5.79M | 0.20% | −585−3.6% | Reduced |
| Farther Finance Advisors, LLC | 15,555 | $5.75M | 0.06% | +3,152+25.4% | Added |
| Covenant Asset Management, LLC | 15,545 | $5.75M | 1.11% | +277+1.8% | Added |
| CoreCap Advisors, LLC | 15,531 | $5.75M | 0.20% | +849+5.8% | Added |
| AssuredPartners Investment Advisors, LLC | 15,368 | $5.69M | 0.85% | +193+1.3% | Added |
| Sumitomo Life Insurance Co | 15,303 | $5.66M | 0.16% | +87+0.6% | Added |
| South State Corp. | 15,283 | $5.65M | 0.25% | +8+0.1% | Added |
| BKD Wealth Advisors, LLC | 15,237 | $5.64M | 0.11% | +128+0.8% | Added |
| Nemes Rush Group LLC | 15,192 | $5.62M | 0.53% | +541+3.7% | Added |
| Coastal Bridge Advisors, LLC | 15,054 | $5.57M | 0.42% | +11+0.1% | Added |
| Empire Financial Management Company, LLC | 15,034 | $5.56M | 1.21% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 14,992 | $5.55M | 2.31% | +14,992 | New |
| Puzo Michael J | 14,918 | $5.52M | 1.50% | +4,350+41.2% | Added |
| Carnegie Capital Asset Management, LLC | 14,899 | $5.51M | 0.10% | +8,480+132.1% | Added |
| Amica Mutual Insurance Co | 14,825 | $5.49M | 0.48% | 00.0% | Unchanged |
| Conning Inc. | 14,791 | $5.47M | 0.18% | −1,524−9.3% | Reduced |
| Frank, Rimerman Advisors LLC | 14,762 | $5.46M | 0.35% | +54+0.4% | Added |
| Mathes Company, Inc. | 14,723 | $5.45M | 1.94% | +285+2.0% | Added |
| Securian Asset Management, Inc | 14,610 | $5.40M | 0.20% | −11,604−44.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,600 | $5.40M | 1.74% | −151−1.0% | Reduced |
| Benedict Financial Advisors Inc | 14,575 | $5.39M | 1.14% | −271−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 14,550 | $5.38M | 0.86% | +298+2.1% | Added |