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
- 2,913
- −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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Journey Retirement Planning & Investment Management LLC | 1,692 | $511.9K | 0.45% | −3,936−69.9% | Reduced |
| Zullo Investment Group, Inc. | 1,694 | $512.5K | 0.19% | −26−1.5% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $514.2K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,706 | $516.0K | 0.01% | −224−11.6% | Reduced |
| Versant Capital Management, Inc | 1,706 | $516.0K | 0.05% | +146+9.4% | Added |
| XML Financial, LLC | 1,708 | $516.6K | 0.04% | −398−18.9% | Reduced |
| Cache Advisors, LLC | 1,708 | $516.6K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,716 | $519.1K | 0.05% | −1,341−43.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,717 | $519.4K | 0.05% | −24−1.4% | Reduced |
| Providence First Trust Co | 1,719 | $520.0K | 0.18% | −792−31.5% | Reduced |
| Calton & Associates, Inc. | 1,724 | $521.4K | 0.07% | +1,724 | New |
| Silver Oak Securities, Inc | 1,737 | $525.5K | 0.04% | +25+1.5% | Added |
| Ellis Investment Partners, LLC | 1,743 | $527.3K | 0.09% | +2+0.1% | Added |
| Atala Financial Inc | 1,743 | $527.4K | 0.35% | −289−14.2% | Reduced |
| Davis Investment Partners, LLC | 1,746 | $528.0K | 0.19% | +1+0.1% | Added |
| Balentine LLC | 1,749 | $529.0K | 0.02% | −13−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,749 | $529.0K | 0.03% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,750 | $529.3K | 0.08% | −14−0.8% | Reduced |
| Legend Capital Advisors LLC | 1,757 | $531.5K | 0.33% | −36−2.0% | Reduced |
| Midway Capital Research & Management | 1,763 | $533.3K | 0.50% | +50+2.9% | Added |
| Tennessee Valley Asset Management Partners | 1,768 | $534.7K | 0.07% | +42+2.4% | Added |
| Z3 Capital Partners, LLC | 1,768 | $534.8K | 0.14% | −125−6.6% | Reduced |
| Windsor Capital Management, LLC | 1,776 | $537.1K | 0.15% | +201+12.8% | Added |
| Brucke Financial, Inc. | 1,776 | $537.2K | 0.27% | −645−26.6% | Reduced |
| Alteri Wealth LLC | 1,777 | $537.6K | 0.17% | +29+1.7% | Added |
| May Hill Capital, LLC | 1,779 | $538.1K | 0.14% | +465+35.4% | Added |
| Atlantic Trust, LLC | 1,779 | $538.1K | 0.09% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,780 | $538.4K | 0.02% | −250−12.3% | Reduced |
| MOR Wealth Management, LLC | 1,781 | $538.7K | 0.25% | −157−8.1% | Reduced |
| Centurion Wealth Management LLC | 1,790 | $541.4K | 0.12% | −23−1.3% | Reduced |
| Flagship Private Wealth, LLC | 1,791 | $541.8K | 0.22% | −15−0.8% | Reduced |
| Whitener Capital Management, Inc. | 1,792 | $542.0K | 0.12% | −28−1.5% | Reduced |
| Cromwell Holdings LLC | 1,793 | $542.3K | 0.31% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,793 | $542.5K | 0.27% | −32−1.8% | Reduced |
| Fort Washington Investment Advisors Inc | 1,794 | $542.6K | 0.00% | +168+10.3% | Added |
| KPP Advisory Services LLC | 1,806 | $546.4K | 0.08% | −211−10.5% | Reduced |
| Aberdeen Wealth Management LLC | 1,811 | $547.8K | 0.25% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,824 | $551.8K | 0.23% | −571−23.8% | Reduced |
| Capstone Financial Advisors, Inc. | 1,832 | $554.2K | 0.03% | −95−4.9% | Reduced |
| Tempo Wealth, LLC | 1,835 | $555.1K | 0.10% | +186+11.3% | Added |
| Bank of Jackson Hole Trust | 1,843 | $557.5K | 0.27% | +20+1.1% | Added |
| TradeWell Securities, LLC. | 1,847 | $558.7K | 0.24% | +2+0.1% | Added |
| Patton Albertson Miller Group, LLC | 1,850 | $559.6K | 0.07% | −11−0.6% | Reduced |
| PCM Encore, LLC | 1,852 | $560.1K | 0.12% | +221+13.5% | Added |
| Trillium Asset Management, LLC | 1,856 | $561.0K | 0.02% | −108−5.5% | Reduced |
| Legacy Financial Strategies, LLC | 1,855 | $561.1K | 0.10% | −38−2.0% | Reduced |
| TFR Capital, LLC. | 1,856 | $561.4K | 0.17% | +126+7.3% | Added |
| Stanley-Laman Group, Ltd. | 1,857 | $561.7K | 0.07% | +93+5.3% | Added |
| Keystone Wealth Services, LLC | 1,868 | $565.1K | 0.12% | −10−0.5% | Reduced |
| Truvestments Capital LLC | 1,870 | $565.5K | 0.10% | +73+4.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,870 | $565.6K | 0.09% | 00.0% | Unchanged |
| Athena Investment Management | 1,871 | $565.9K | 0.29% | −108−5.5% | Reduced |
| Nwam LLC | 1,871 | $566.0K | 0.03% | −15−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,873 | $566.6K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,876 | $567.5K | 0.24% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,878 | $568.0K | 0.01% | +35+1.9% | Added |
| Herold Advisors, Inc. | 1,883 | $569.4K | 0.13% | +171+10.0% | Added |
| Phillips Wealth Planners LLC | 1,824 | $569.7K | 0.43% | +50+2.8% | Added |
| Keudell/Morrison Wealth Management | 1,884 | $569.9K | 0.12% | +177+10.4% | Added |
| Annex Advisory Services, LLC | 1,884 | $570.0K | 0.01% | +374+24.8% | Added |
| Financial Engines Advisors L.L.C. | 1,885 | $570.2K | 0.00% | −325−14.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,886 | $570.5K | 0.48% | −43−2.2% | Reduced |
| Ancora Advisors, LLC | 1,887 | $570.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,887 | $570.7K | 0.04% | −470−19.9% | Reduced |
| Prairieview Wealth Partners, LLC | 1,889 | $571.4K | 0.47% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,891 | $572.0K | 0.08% | +24+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $572.6K | 0.14% | +44+2.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,896 | $573.5K | 0.06% | +69+3.8% | Added |
| Wittenberg Investment Management, Inc. | 1,900 | $574.7K | 0.21% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $575.0K | 0.29% | 00.0% | Unchanged |
| CDM Financial Counseling Services, Inc. | 1,903 | $575.5K | 0.55% | +37+2.0% | Added |
| Legato Capital Management LLC | 1,904 | $575.9K | 0.05% | −1,265−39.9% | Reduced |
| Princeton Capital Management LLC | 1,913 | $578.6K | 0.16% | +410+27.3% | Added |
| Palumbo Wealth Management LLC | 1,915 | $579.3K | 0.14% | +209+12.3% | Added |
| Tiemann Investment Advisors, LLC | 1,919 | $580.5K | 0.23% | +100+5.5% | Added |
| Zions Bancorporation, National Association | 1,923 | $581.7K | 0.04% | −1,894−49.6% | Reduced |
| Ballast Advisors LLC | 1,926 | $582.6K | 0.17% | −25−1.3% | Reduced |
| Arwa LLC | 1,836 | $583.5K | 0.29% | −2,148−53.9% | Reduced |
| Independent Family Office, LLC | 1,932 | $584.4K | 0.24% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,934 | $585.0K | 0.04% | −693−26.4% | Reduced |
| Tripletail Wealth Management, LLC | 1,949 | $585.1K | 0.80% | −6−0.3% | Reduced |
| Oxford Financial Group Ltd | 1,942 | $587.5K | 0.03% | −170−8.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,947 | $589.0K | 0.26% | +130+7.2% | Added |
| Everest Financial Group LLC | 1,950 | $589.7K | 0.10% | +101+5.5% | Added |
| Adirondack Trust Co | 1,951 | $590.1K | 0.20% | −21−1.1% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,960 | $592.8K | 0.58% | +3+0.2% | Added |
| Victory Financial Group, LLC | 1,960 | $592.9K | 0.07% | +81+4.3% | Added |
| Blume Capital Management, Inc. | 1,963 | $593.8K | 0.10% | 00.0% | Unchanged |
| Davidson Trust Co | 1,964 | $594.1K | 0.26% | +45+2.3% | Added |
| JFS Wealth Advisors, LLC | 1,965 | $594.3K | 0.03% | +7+0.4% | Added |
| Torray LLC | 1,965 | $594.4K | 0.09% | −22,310−91.9% | Reduced |
| RNC Capital Management LLC | 1,965 | $594.4K | 0.03% | +205+11.6% | Added |
| Chapin Davis, Inc. | 1,969 | $595.6K | 0.13% | −243−11.0% | Reduced |
| Breakwater Capital Group | 1,969 | $595.6K | 0.08% | −50−2.5% | Reduced |
| Regatta Capital Group, LLC | 1,970 | $595.8K | 0.09% | −165−7.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,971 | $596.2K | 0.39% | −2−0.1% | Reduced |
| Genesee Capital Advisors, LLC | 1,971 | $596.3K | 0.25% | −8−0.4% | Reduced |
| TrueWealth Advisors, LLC | 1,974 | $597.0K | 0.15% | +1,403+245.7% | Added |
| Keel Point, LLC | 1,975 | $597.4K | 0.04% | −562−22.2% | Reduced |
| Ashton Thomas Securities, LLC | 1,977 | $598.0K | 0.08% | +61+3.2% | Added |