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 |
|---|---|---|---|---|---|
| Professional Advisory Services Inc | 1,500 | $454.0K | 0.06% | 00.0% | Unchanged |
| HBK Investments L P | 1,501 | $454.0K | 0.01% | +1,501 | New |
| MJP Associates Inc | 1,501 | $454.2K | 0.06% | −1,384−48.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,504 | $454.9K | 0.03% | −1,176−43.9% | Reduced |
| Gradient Investments LLC | 1,506 | $455.5K | 0.01% | −52−3.3% | Reduced |
| Waldron Private Wealth LLC | 1,507 | $455.8K | 0.02% | +114+8.2% | Added |
| Enclave Advisors LLC | 1,508 | $456.2K | 0.07% | −2,077−57.9% | Reduced |
| MV Capital Management, Inc. | 1,510 | $456.7K | 0.04% | −5−0.3% | Reduced |
| Optima Capital LLC | 1,512 | $457.4K | 0.21% | −5−0.3% | Reduced |
| Osterweis Capital Management Inc | 1,515 | $458.3K | 0.02% | −10−0.7% | Reduced |
| Heritage Wealth Management, Inc. | 1,518 | $459.2K | 0.23% | −111−6.8% | Reduced |
| Burton Enright Welch | 1,521 | $460.1K | 0.06% | +183+13.7% | Added |
| Lecap Asset Management Ltd | 1,523 | $460.7K | 0.17% | +1,523 | New |
| Boit C F David | 1,525 | $461.3K | 0.20% | 00.0% | Unchanged |
| Barton Investment Management | 1,525 | $461.3K | 0.06% | −19−1.2% | Reduced |
| Commerce Advisors, LLC | 1,525 | $461.3K | 0.39% | +1,525 | New |
| Acorns Advisers, LLC | 1,532 | $463.0K | 0.00% | +391+34.3% | Added |
| Toth Financial Advisory Corp | 1,533 | $463.8K | 0.05% | −1−0.1% | Reduced |
| Investors Research Corp | 1,534 | $464.0K | 0.09% | +10+0.7% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,536 | $464.6K | 0.37% | −634−29.2% | Reduced |
| Delta Asset Management LLC | 1,538 | $465.2K | 0.04% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,539 | $465.5K | 0.38% | −153−9.0% | Reduced |
| Pines Wealth Management, LLC | 1,539 | $465.5K | 0.15% | −280−15.4% | Reduced |
| Exencial Wealth Advisors, LLC | 1,544 | $467.2K | 0.01% | +114+8.0% | Added |
| Legacy Capital Group California, Inc. | 1,546 | $467.6K | 0.18% | −403−20.7% | Reduced |
| LMCG Investments, LLC | 1,551 | $469.1K | 0.03% | −5−0.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,552 | $469.5K | 0.06% | +93+6.4% | Added |
| Accretive Wealth Partners, LLC | 1,553 | $469.7K | 0.13% | +99+6.8% | Added |
| Owen LaRue, LLC | 1,554 | $469.9K | 0.18% | +1,554 | New |
| Fairfield, Bush & Co. | 1,555 | $470.4K | 0.26% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,557 | $470.9K | 0.40% | +1,557 | New |
| Granite Islands Private Wealth, LLC | 1,557 | $471.0K | 0.43% | +4+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,557 | $471.0K | 0.01% | +500+47.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,559 | $471.6K | 0.31% | −243−13.5% | Reduced |
| Kapstone Financial Advisors LLC | 1,564 | $473.1K | 0.23% | +260+19.9% | Added |
| Walker Asset Management, LLC | 1,567 | $474.0K | 0.26% | +63+4.2% | Added |
| Agate Pass Investment Management, LLC | 1,570 | $474.8K | 0.19% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,555 | $475.4K | 0.03% | −50−3.1% | Reduced |
| CPA Asset Management LLC | 1,572 | $475.5K | 0.16% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,573 | $475.8K | 0.16% | −258−14.1% | Reduced |
| North Capital, Inc. | 1,575 | $476.5K | 0.40% | +20+1.3% | Added |
| KFA Private Wealth Group, LLC | 1,579 | $477.6K | 0.11% | −19−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,579 | $477.6K | 0.26% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,582 | $478.5K | 0.24% | +1,582 | New |
| Consolidated Planning Corp | 1,584 | $479.1K | 0.08% | −3−0.2% | Reduced |
| Lavaca Capital LLC | 1,590 | $480.9K | 0.09% | +1,000+169.5% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,590 | $481.0K | 0.15% | −112−6.6% | Reduced |
| Silverlake Wealth Management LLC | 1,593 | $481.8K | 0.10% | −24−1.5% | Reduced |
| GatePass Capital, LLC | 1,593 | $481.9K | 0.23% | +1,593 | New |
| Impact Capital Partners LLC | 1,595 | $482.5K | 0.15% | +31+2.0% | Added |
| Lee Johnson Capital Management, LLC | 1,597 | $483.1K | 0.17% | −14,743−90.2% | Reduced |
| Trilogy Capital Inc. | 1,600 | $484.0K | 0.02% | −30−1.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,600 | $484.0K | 0.11% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,601 | $484.3K | 0.10% | −87−5.2% | Reduced |
| Strategy Asset Managers LLC | 1,601 | $484.3K | 0.08% | −23−1.4% | Reduced |
| Crusonia Wealth Advisors LLC | 1,605 | $485.4K | 0.10% | +59+3.8% | Added |
| Valley National Advisers Inc | 1,610 | $486.0K | 0.06% | −54−3.2% | Reduced |
| OneAscent Family Office, LLC | 1,607 | $486.1K | 0.34% | +151+10.4% | Added |
| Tower Wealth Partners, Inc. | 1,612 | $487.6K | 0.27% | −781−32.6% | Reduced |
| DDD Partners, LLC | 1,614 | $488.2K | 0.03% | +1,614 | New |
| Rockbridge Investment Management, LCC | 1,615 | $488.5K | 0.04% | −10−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,616 | $488.8K | 0.14% | +2+0.1% | Added |
| Schubert & Co | 1,618 | $489.4K | 0.40% | −153−8.6% | Reduced |
| Foster & Motley Inc | 1,619 | $490.0K | 0.03% | −7−0.4% | Reduced |
| Peterson Wealth Services | 1,620 | $490.2K | 0.12% | +1+0.1% | Added |
| City Holding Co | 1,624 | $491.2K | 0.06% | −2−0.1% | Reduced |
| Dillon & Associates Inc | 1,629 | $492.0K | 0.07% | +1,629 | New |
| Centric Wealth Management | 1,543 | $492.6K | 0.10% | −145−8.6% | Reduced |
| HCR Wealth Advisors | 1,633 | $493.9K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,635 | $494.7K | 0.08% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,636 | $494.8K | 0.07% | −23−1.4% | Reduced |
| Hibernia Wealth Partners, LLC | 1,637 | $494.9K | 0.15% | +71+4.5% | Added |
| Brown Miller Wealth Management, LLC | 1,640 | $496.1K | 0.14% | 00.0% | Unchanged |
| MQS Management LLC | 1,645 | $497.6K | 0.34% | −822−33.3% | Reduced |
| Acorn Wealth Advisors, LLC | 1,646 | $498.0K | 0.15% | +2+0.1% | Added |
| Oxbow Advisors, LLC | 1,653 | $500.1K | 0.04% | −19−1.1% | Reduced |
| NFP Retirement, Inc. | 1,656 | $500.9K | 0.03% | −3−0.2% | Reduced |
| Kelman-Lazarov, Inc. | 1,657 | $501.2K | 0.07% | −93−5.3% | Reduced |
| Centaurus Financial, Inc. | 1,661 | $502.0K | 0.02% | −54−3.1% | Reduced |
| Motco | 1,661 | $502.4K | 0.05% | −7−0.4% | Reduced |
| Van Diest Capital, LLC | 1,662 | $502.9K | 0.40% | +824+98.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,664 | $503.3K | 0.13% | −1,776−51.6% | Reduced |
| Allred Capital Management, LLC | 1,666 | $504.1K | 0.18% | +71+4.5% | Added |
| Secure Asset Management, LLC | 1,673 | $505.9K | 0.08% | −659−28.3% | Reduced |
| Liberty Wealth Management LLC | 1,673 | $506.0K | 0.06% | −49−2.8% | Reduced |
| Twin Tree Management, LP | 1,675 | $506.7K | 0.11% | +981+141.4% | Added |
| Navigation Group, LLC | 1,675 | $506.8K | 0.12% | +1,675 | New |
| Missouri Trust & Investment Co | 1,677 | $507.3K | 0.15% | −145−8.0% | Reduced |
| Lake Street Financial LLC | 1,678 | $507.6K | 0.06% | −28−1.6% | Reduced |
| OneAscent Wealth Management LLC | 1,679 | $507.9K | 0.17% | −26−1.5% | Reduced |
| Income Insurance Ltd | 1,679 | $507.9K | 0.35% | 00.0% | Unchanged |
| 111 Capital | 1,680 | $508.2K | 0.13% | +1,002+147.8% | Added |
| Apollon Financial, LLC | 1,681 | $508.5K | 0.07% | +5+0.3% | Added |
| Thompson Investment Management, Inc. | 1,681 | $508.5K | 0.07% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,684 | $509.5K | 0.03% | −366−17.9% | Reduced |
| Harbour Trust & Investment Management Co | 1,687 | $510.3K | 0.05% | −10−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 1,687 | $510.3K | 0.06% | +71+4.4% | Added |
| Arcataur Capital Management LLC | 1,688 | $510.6K | 0.14% | +10+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,691 | $511.5K | 0.13% | +36+2.2% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,692 | $511.9K | 0.45% | −3,936−69.9% | Reduced |