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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 14,538 | $5.38M | 0.62% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 14,475 | $5.36M | 0.33% | −162−1.1% | Reduced |
| GAMMA Investing LLC | 14,457 | $5.35M | 0.27% | +669+4.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,454 | $5.35M | 0.35% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 14,409 | $5.33M | 0.09% | −7,264−33.5% | Reduced |
| Journey Advisory Group, LLC | 14,366 | $5.31M | 0.45% | −543−3.6% | Reduced |
| Ascent Group, LLC | 14,323 | $5.30M | 0.18% | +614+4.5% | Added |
| Wealthspire Advisors, LLC | 14,285 | $5.28M | 0.04% | +3,231+29.2% | Added |
| Crestwood Advisors Group LLC | 14,267 | $5.28M | 0.09% | +6,250+78.0% | Added |
| Stone Point Wealth LLC | 14,252 | $5.27M | 1.43% | −556−3.8% | Reduced |
| Americana Partners, LLC | 14,168 | $5.24M | 0.14% | +4,122+41.0% | Added |
| Hartline Investment Corp | 14,114 | $5.22M | 0.56% | +8+0.1% | Added |
| Catalyst Capital Advisors LLC | 14,080 | $5.21M | 0.11% | −1,014−6.7% | Reduced |
| Ritholtz Wealth Management | 13,999 | $5.18M | 0.09% | +999+7.7% | Added |
| Haverford Trust Co | 13,985 | $5.17M | 0.05% | +9+0.1% | Added |
| Wynn Capital, LLC | 13,976 | $5.17M | 2.51% | −859−5.8% | Reduced |
| Brendel Financial Advisors LLC | 13,960 | $5.16M | 2.54% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,949 | $5.16M | 0.09% | −753−5.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,889 | $5.14M | 0.33% | −911−6.2% | Reduced |
| Joel Isaacson & Co., LLC | 13,886 | $5.14M | 0.17% | +112+0.8% | Added |
| Evercore Wealth Management, LLC | 13,881 | $5.14M | 0.08% | −260−1.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 13,747 | $5.13M | 0.49% | 00.0% | Unchanged |
| NewSquare Capital LLC | 13,787 | $5.10M | 0.45% | −6,643−32.5% | Reduced |
| Sprucegrove Investment Management Ltd | 13,732 | $5.08M | 0.61% | −27,858−67.0% | Reduced |
| Chicago Capital, LLC | 13,732 | $5.08M | 0.13% | −166−1.2% | Reduced |
| TCTC Holdings, LLC | 13,699 | $5.07M | 0.15% | −469−3.3% | Reduced |
| Twinbeech Capital LP | 13,682 | $5.06M | 0.36% | +13,682 | New |
| Change Path, LLC | 13,624 | $5.04M | 0.12% | +149+1.1% | Added |
| Bryn Mawr Trust Co | 13,605 | $5.03M | 0.12% | +131+1.0% | Added |
| Goelzer Investment Management, Inc. | 13,594 | $5.03M | 0.23% | −237−1.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 13,580 | $5.02M | 0.66% | −195−1.4% | Reduced |
| Parallel Advisors, LLC | 13,575 | $5.02M | 0.09% | +214+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,568 | $5.02M | 0.11% | +13,568 | New |
| Fifth Third Wealth Advisors LLC | 13,541 | $5.01M | 0.18% | +94+0.7% | Added |
| Clear Trail Advisors, LLC | 13,517 | $5.00M | 1.16% | +13,517 | New |
| Buckhead Capital Management LLC | 13,290 | $4.92M | 1.76% | +19+0.1% | Added |
| Central Pacific Bank - Trust Division | 13,289 | $4.92M | 0.60% | +769+6.1% | Added |
| Grandfield & Dodd, LLC | 13,286 | $4.92M | 0.28% | −24−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 13,275 | $4.91M | 2.16% | −225−1.7% | Reduced |
| Constitution Capital LLC | 13,275 | $4.91M | 2.32% | +645+5.1% | Added |
| Fiduciary Alliance LLC | 13,274 | $4.91M | 0.32% | +111+0.8% | Added |
| XTX Topco Ltd | 13,219 | $4.89M | 0.13% | +11,830+851.7% | Added |
| Sound View Wealth Advisors Group, LLC | 13,150 | $4.86M | 0.33% | +137+1.1% | Added |
| Midwest Professional Planners, LTD. | 13,095 | $4.84M | 1.15% | +540+4.3% | Added |
| RFG Advisory, LLC | 13,090 | $4.84M | 0.09% | +1,088+9.1% | Added |
| TD Private Client Wealth LLC | 12,951 | $4.79M | 0.10% | −856−6.2% | Reduced |
| Smith, Salley & Associates | 12,948 | $4.79M | 0.24% | +10.0% | Added |
| Jefferies Financial Group Inc. | 12,922 | $4.78M | 0.04% | −22,408−63.4% | Reduced |
| Horizon Investment Services, LLC | 12,921 | $4.78M | 1.72% | +543+4.4% | Added |
| Boston Family Office LLC | 12,910 | $4.78M | 0.30% | −195−1.5% | Reduced |
| Strata Wealth Advisors, LLC | 12,844 | $4.75M | 1.32% | +10.0% | Added |
| Greenfield Savings Bank | 12,842 | $4.75M | 2.00% | −176−1.4% | Reduced |
| Jennison Associates LLC | 12,820 | $4.74M | 0.00% | +8,094+171.3% | Added |
| IHT Wealth Management, LLC | 12,736 | $4.71M | 0.11% | +2,312+22.2% | Added |
| BLB&B Advisors, LLC | 12,699 | $4.70M | 0.20% | −104−0.8% | Reduced |
| Investment Advisory Services Inc | 12,596 | $4.66M | 1.46% | −59−0.5% | Reduced |
| Wedmont Private Capital | 12,295 | $4.65M | 0.16% | +110+0.9% | Added |
| Compass Wealth Management LLC | 12,563 | $4.65M | 1.16% | −572−4.4% | Reduced |
| Dark Forest Capital Management LP | 12,458 | $4.61M | 0.21% | −18,370−59.6% | Reduced |
| Teachers Insurance & Annuity Association of America | 12,430 | $4.60M | 5.40% | −187−1.5% | Reduced |
| GTS Securities LLC | 12,365 | $4.57M | 0.16% | +7,853+174.0% | Added |
| Banyan Capital Management, Inc. | 12,251 | $4.53M | 1.97% | −80−0.6% | Reduced |
| Woodbridge Co Ltd | 12,224 | $4.52M | 0.01% | +12,224 | New |
| Ashton Thomas Private Wealth, LLC | 12,212 | $4.52M | 0.11% | +2,472+25.4% | Added |
| Evoke Wealth, LLC | 12,177 | $4.50M | 0.09% | +1,341+12.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 12,160 | $4.50M | 0.05% | −1,472−10.8% | Reduced |
| BDF-Gestion | 12,086 | $4.47M | 0.55% | −806−6.3% | Reduced |
| Salvus Wealth Management, LLC | 12,083 | $4.47M | 2.50% | +65+0.5% | Added |
| Sowell Financial Services LLC | 12,006 | $4.44M | 0.16% | +1,402+13.2% | Added |
| Independent Investors Inc | 12,000 | $4.44M | 0.82% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 11,980 | $4.43M | 0.12% | +3,440+40.3% | Added |
| Sargent Investment Group, LLC | 11,974 | $4.43M | 0.56% | +18+0.2% | Added |
| Level Four Advisory Services, LLC | 11,892 | $4.40M | 0.14% | +2,014+20.4% | Added |
| Harbor Capital Advisors, Inc. | 11,893 | $4.40M | 0.34% | −19−0.2% | Reduced |
| Karani Asset Management LLC | 11,879 | $4.39M | 3.85% | −527−4.2% | Reduced |
| Insight Inv LLC | 11,864 | $4.39M | 2.46% | −110−0.9% | Reduced |
| Columbia Asset Management | 11,858 | $4.39M | 0.78% | +10.0% | Added |
| Pensionmark Financial Group, LLC | 11,846 | $4.38M | 0.07% | +3,220+37.3% | Added |
| Wesbanco Bank Inc | 11,814 | $4.37M | 0.12% | −719−5.7% | Reduced |
| Great Lakes Retirement, Inc. | 11,802 | $4.37M | 0.45% | +74+0.6% | Added |
| Infusive Asset Management Inc. | 11,800 | $4.37M | 1.86% | −169−1.4% | Reduced |
| Trust Co of Toledo NA | 11,761 | $4.35M | 0.43% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 11,759 | $4.35M | 0.26% | −10,129−46.3% | Reduced |
| Virtu Financial LLC | 11,758 | $4.35M | 0.17% | +11,758 | New |
| Plimoth Trust Co LLC | 11,703 | $4.33M | 0.96% | −39−0.3% | Reduced |
| Diversify Wealth Management, LLC | 12,062 | $4.32M | 0.20% | −266−2.2% | Reduced |
| Invesco, LLC | 11,640 | $4.31M | 1.45% | −1,128−8.8% | Reduced |
| SCS Capital Management LLC | 11,627 | $4.30M | 0.05% | −41−0.4% | Reduced |
| Independent Financial Group, LLC | 11,586 | $4.29M | 0.10% | −572−4.7% | Reduced |
| Asio Capital, LLC | 11,561 | $4.28M | 0.60% | +380+3.4% | Added |
| Aristotle Capital Management, LLC | 11,530 | $4.27M | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 11,509 | $4.26M | 0.01% | +1,353+13.3% | Added |
| 2Xideas AG | 11,461 | $4.24M | 1.19% | −3,699−24.4% | Reduced |
| Integrated Advisors Network LLC | 11,402 | $4.22M | 0.19% | −848−6.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,397 | $4.22M | 0.21% | +6+0.1% | Added |
| Game Plan Financial Advisors, LLC | 11,392 | $4.21M | 1.69% | −24−0.2% | Reduced |
| Family Capital Trust Co | 11,322 | $4.19M | 1.37% | −125−1.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,296 | $4.18M | 0.08% | −90−0.8% | Reduced |
| Jacobi Capital Management LLC | 11,288 | $4.18M | 0.24% | −126−1.1% | Reduced |
| Daymark Wealth Partners, LLC | 11,250 | $4.16M | 0.13% | −158−1.4% | Reduced |