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, Q1 2026
Institutional positions in American Express Co as of Mar 31, 2026. 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
- 2,912
- −93 vs. Q4 2025
- Shares held
- 578.3M
- +45.4M (+8.5%) vs. Q4 2025
- Total value
- $174.8B
- −$22.1B (−11.2%) vs. Q4 2025
- New holders
- 191
- 1,079 more added
- Sold out
- 284
- 1,227 more reduced
38 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comprehensive Financial Planning, Inc. | 1 | $306 | 0.00% | −16−94.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 2 | $605 | 0.00% | −733,881−100.0% | Reduced |
| Nvest Wealth Strategies, Inc. | 2 | $605 | 0.00% | −40−95.2% | Reduced |
| Benson Wealth Management INC | 2 | $605 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 2 | $605 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $605 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $605 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $698 | 0.00% | −29,656−100.0% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $1.21K | 0.00% | −4−50.0% | Reduced |
| Palladiem, LLC | 4 | $1.25K | 0.00% | −236−98.3% | Reduced |
| Copia Wealth Management | 5 | $1.51K | 0.00% | −2−28.6% | Reduced |
| Hara Capital LLC | 5 | $1.51K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $1.81K | 0.00% | +1+20.0% | Added |
| Synergy Investment Management, LLC | 6 | $1.81K | 0.00% | +6 | New |
| Napier Financial, LLC | 7 | $2.12K | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 7 | $2.12K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 734 | $2.43K | 0.05% | −33−4.3% | Reduced |
| Gilpin Wealth Management, LLC | 9 | $2.72K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $3.02K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $3.16K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 11 | $3.33K | 0.00% | −103−90.4% | Reduced |
| HFM Investment Advisors, LLC | 11 | $3.33K | 0.00% | −2−15.4% | Reduced |
| DAGCO, Inc. | 11 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $3.33K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 11 | $3.33K | 0.00% | −53−82.8% | Reduced |
| PayPay Securities Corp | 11 | $3.58K | 0.12% | −2−15.4% | Reduced |
| Bard Associates Inc | 12 | $3.63K | 0.00% | +12 | New |
| IAG Wealth Partners, LLC | 12 | $3.63K | 0.00% | +12 | New |
| Investors Portfolio Services LLC | 12 | $3.65K | 0.00% | +4+50.0% | Added |
| Bear Mountain Capital, Inc. | 12 | $3.82K | 0.00% | +1+9.1% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 14 | $4.24K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 15 | $4.54K | 0.00% | +15 | New |
| Quaker Wealth Management, LLC | 15 | $4.54K | 0.00% | −1−6.3% | Reduced |
| Bravera Wealth | 16 | $4.84K | 0.00% | −9−36.0% | Reduced |
| Redwood Park Advisors LLC | 16 | $4.87K | 0.00% | −2−11.1% | Reduced |
| Intentional Wealth Strategies, LLC | 17 | $5.14K | 0.00% | +17 | New |
| Maseco LLP | 17 | $5.16K | 0.00% | +17 | New |
| WestEnd Advisors, LLC | 18 | $5.45K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 21 | $5.65K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $6.05K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 20 | $6.05K | 0.00% | +2+11.1% | Added |
| Principia Wealth Advisory, LLC | 21 | $6.35K | 0.00% | −3−12.5% | Reduced |
| MPWM Advisory Solutions, LLC | 21 | $6.35K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 21 | $6.63K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 22 | $6.66K | 0.00% | −5−18.5% | Reduced |
| Harbor Asset Planning, Inc. | 22 | $6.66K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $6.96K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $7.26K | 0.00% | −93−79.5% | Reduced |
| Caption Management, LLC | 24 | $7.26K | 0.00% | +24 | New |
| First United Bank Trust | 25 | $7.56K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 25 | $7.56K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 25 | $7.56K | 0.00% | −276−91.7% | Reduced |
| Aviso Financial Inc. | 27 | $8.17K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 27 | $8.17K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 28 | $8.47K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 28 | $8.47K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 29 | $8.77K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 30 | $9.07K | 0.01% | +30 | New |
| Caitlin John, LLC | 32 | $9.56K | 0.01% | +4+14.3% | Added |
| HighMark Wealth Management LLC | 32 | $9.62K | 0.00% | −4−11.1% | Reduced |
| Red Tortoise LLC | 32 | $9.68K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 33 | $9.98K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 35 | $10.6K | 0.05% | −26−42.6% | Reduced |
| Torren Management, LLC | 38 | $11.5K | 0.01% | −48−55.8% | Reduced |
| Manning & Napier Advisors LLC | 41 | $12.2K | 0.00% | +11+36.7% | Added |
| ZRC Wealth Management, LLC | 41 | $12.4K | 0.00% | −1−2.4% | Reduced |
| Valued Wealth Advisors LLC | 42 | $12.8K | 0.01% | −13−23.6% | Reduced |
| Stone House Investment Management, LLC | 43 | $13.1K | 0.00% | −3−6.5% | Reduced |
| Carolina Wealth Advisors, LLC | 44 | $13.3K | 0.01% | −4−8.3% | Reduced |
| Horrell Capital Management, Inc. | 44 | $13.3K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 45 | $13.6K | 0.01% | +11+32.4% | Added |
| DiNuzzo Private Wealth, Inc. | 49 | $14.8K | 0.00% | −2−3.9% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 50 | $15.1K | 0.01% | −4−7.4% | Reduced |
| ESL Trust Services, LLC | 50 | $15.1K | 0.00% | 00.0% | Unchanged |
| Trask Adam Roland | 50 | $15.1K | 0.01% | +50 | New |
| Bare Financial Services, Inc | 51 | $15.4K | 0.00% | +4+8.5% | Added |
| SWAN Capital LLC | 51 | $15.6K | 0.01% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 52 | $15.7K | 0.01% | +52 | New |
| Park Square Financial Group, LLC | 54 | $16.3K | 0.12% | −112−67.5% | Reduced |
| Essential Partners LLC | 54 | $16.3K | 0.01% | +19+54.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 55 | $16.6K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 56 | $16.9K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 58 | $17.5K | 0.02% | +4+7.4% | Added |
| Cornerstone Financial Management LLC | 60 | $18.1K | 0.02% | −3−4.8% | Reduced |
| Align Financial, LLC | 60 | $18.1K | 0.01% | −22,137−99.7% | Reduced |
| Cedar Mountain Advisors, LLC | 60 | $18.1K | 0.00% | +41+215.8% | Added |
| Turim 21 Investimentos Ltda. | 63 | $19.1K | 0.01% | +63 | New |
| Aspect Partners, LLC | 65 | $19.7K | 0.01% | +43+195.5% | Added |
| Lloyd Advisory Services, LLC. | 66 | $20.0K | 0.01% | −117−63.9% | Reduced |
| Kingdom Financial Group LLC. | 66 | $20.0K | 0.01% | +66 | New |
| Pacifica Partners Inc. | 68 | $20.6K | 0.01% | +68 | New |
| Sfam, LLC | 70 | $21.2K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 72 | $21.9K | 0.00% | −47−39.5% | Reduced |
| SJS Investment Consulting Inc. | 74 | $22.4K | 0.00% | −50−40.3% | Reduced |
| Philadelphia Investment Partners, LLC | 74 | $22.5K | 0.02% | +74 | New |
| Gill Capital Partners, LLC | 75 | $22.7K | 0.01% | +75 | New |
| Hallmark Capital Management Inc | 76 | $23.0K | 0.00% | 00.0% | Unchanged |