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 |
|---|---|---|---|---|---|
| Wellington Grp LLC | 1,993 | $602.8K | 0.19% | +583+41.3% | Added |
| Thrive Wealth Management, LLC | 1,997 | $603.9K | 0.09% | −32−1.6% | Reduced |
| E Fund Management Co., Ltd. | 1,999 | $604.7K | 0.02% | +1,999 | New |
| FSM Wealth Advisors, LLC | 2,000 | $604.8K | 0.08% | −130−6.1% | Reduced |
| Harbor Advisors LLC | 2,000 | $605.0K | 0.09% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 2,009 | $607.5K | 0.17% | −34−1.7% | Reduced |
| Silver Lake Advisory, LLC | 2,010 | $608.0K | 0.24% | +3+0.1% | Added |
| Sippican Capital Advisors | 2,014 | $609.2K | 0.42% | 00.0% | Unchanged |
| Curat Global, LLC | 2,015 | $609.5K | 0.60% | −125−5.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,023 | $611.9K | 0.01% | −11,545−85.1% | Reduced |
| Evansbrook LLC | 2,026 | $612.8K | 0.41% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,029 | $613.7K | 0.31% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,030 | $614.0K | 0.01% | +499+32.6% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,031 | $614.3K | 0.10% | −30−1.5% | Reduced |
| Howard Capital Management Inc. | 2,031 | $614.3K | 0.01% | −1,919−48.6% | Reduced |
| Precedent Wealth Partners, LLC | 2,033 | $614.9K | 0.12% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,034 | $615.0K | 0.03% | −1,848−47.6% | Reduced |
| Claro Advisors LLC | 2,038 | $616.5K | 0.07% | +870+74.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,042 | $617.6K | 0.04% | −259−11.3% | Reduced |
| Hantz Financial Services, Inc. | 2,043 | $618.0K | 0.01% | +276+15.6% | Added |
| Sunburst Financial Group, LLC | 2,047 | $619.2K | 0.12% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,047 | $619.3K | 0.08% | +35+1.7% | Added |
| Midland Wealth Advisors LLC | 2,052 | $620.7K | 0.03% | −60−2.8% | Reduced |
| Pacitti Group Inc. | 2,057 | $622.3K | 0.23% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,062 | $623.7K | 0.12% | +2,062 | New |
| Wealthquest Corp | 2,065 | $624.6K | 0.04% | +299+16.9% | Added |
| Clarendon Private LLC | 2,069 | $625.8K | 0.48% | +157+8.2% | Added |
| Triangle Securities Wealth Management | 2,076 | $627.9K | 0.14% | −566−21.4% | Reduced |
| Camden National Bank | 2,081 | $629.5K | 0.09% | −26−1.2% | Reduced |
| Visionary Wealth Advisors | 2,084 | $630.3K | 0.03% | −128−5.8% | Reduced |
| StoneX Group Inc. | 2,084 | $630.5K | 0.03% | −646−23.7% | Reduced |
| Limestone Investment Advisors LP | 2,087 | $631.3K | 0.31% | +2,087 | New |
| Wealth Architects, LLC | 2,092 | $632.8K | 0.06% | −7−0.3% | Reduced |
| Tanager Wealth Management LLP | 2,097 | $634.3K | 0.06% | +79+3.9% | Added |
| Aries Wealth Management | 2,098 | $634.6K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,102 | $635.8K | 0.23% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,109 | $637.9K | 0.07% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,115 | $639.7K | 0.45% | −56−2.6% | Reduced |
| Whalen Wealth Management Inc. | 2,118 | $640.7K | 0.34% | −306−12.6% | Reduced |
| Patten Group, Inc. | 2,118 | $640.7K | 0.11% | +414+24.3% | Added |
| Essex Savings Bank | 2,119 | $640.9K | 0.14% | −522−19.8% | Reduced |
| Fortress Private Ledger, LLC | 2,121 | $641.5K | 0.20% | +44+2.1% | Added |
| Bangor Savings Bank | 2,128 | $643.7K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 2,135 | $645.8K | 0.04% | +9+0.4% | Added |
| Lansing Street Advisors | 2,137 | $646.4K | 0.16% | +727+51.6% | Added |
| 180 Wealth Advisors, LLC | 2,138 | $646.6K | 0.07% | −2,102−49.6% | Reduced |
| Waterloo Capital, L.P. | 2,138 | $646.8K | 0.05% | −212−9.0% | Reduced |
| Horizon Wealth Management, LLC | 2,142 | $647.9K | 0.09% | +2+0.1% | Added |
| Addison Capital Co | 2,144 | $648.5K | 0.12% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,145 | $648.9K | 0.16% | −41−1.9% | Reduced |
| PW Nova Financial Services LLC | 2,147 | $649.4K | 0.16% | +2,147 | New |
| BIP Wealth, LLC | 2,150 | $650.3K | 0.03% | −734−25.5% | Reduced |
| Phoenix Holdings Ltd. | 2,152 | $650.5K | 0.01% | −906−29.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,154 | $651.4K | 0.05% | −43−2.0% | Reduced |
| Marest Capital, LLC | 2,158 | $652.9K | 0.38% | +1,177+120.0% | Added |
| MEMBERS Trust Co | 2,160 | $653.4K | 0.02% | +21+1.0% | Added |
| Marex Group plc | 2,160 | $653.4K | 0.01% | −148,530−98.6% | Reduced |
| Wellspring Financial Advisors, LLC | 2,170 | $656.4K | 0.05% | −499−18.7% | Reduced |
| Simplicity Wealth,LLC | 2,171 | $656.6K | 0.04% | +302+16.2% | Added |
| Oslo Pensjonsforsikring AS | 2,172 | $657.0K | 0.10% | +2,172 | New |
| one8zero8, LLC | 2,175 | $657.9K | 0.15% | −690−24.1% | Reduced |
| Rossmore Private Capital | 2,189 | $662.0K | 0.06% | −48−2.1% | Reduced |
| Fell Capital Management | 2,190 | $662.4K | 0.63% | −100−4.4% | Reduced |
| Quantum Private Wealth, LLC | 2,190 | $662.4K | 0.20% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 2,195 | $663.8K | 0.34% | −252−10.3% | Reduced |
| Security National Bank of So Dak | 2,200 | $665.5K | 0.32% | 00.0% | Unchanged |
| Perpetual Ltd | 2,201 | $665.8K | 0.01% | +300+15.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,204 | $666.7K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,205 | $667.0K | 0.03% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,209 | $668.2K | 0.04% | +157+7.7% | Added |
| Western Financial Corp | 2,213 | $669.4K | 0.26% | −7,654−77.6% | Reduced |
| Blalock Williams, LLC | 2,214 | $669.7K | 0.52% | +1,615+269.6% | Added |
| Rhodes Investment Advisors Inc | 2,215 | $670.0K | 0.58% | +125+6.0% | Added |
| Evergreen Wealth Solutions, LLC | 2,221 | $671.9K | 0.05% | +893+67.2% | Added |
| Plan A Wealth LLC | 2,223 | $672.4K | 0.32% | +112+5.3% | Added |
| ORG Wealth Partners, LLC | 2,223 | $672.5K | 0.13% | +13+0.6% | Added |
| Northside Capital Management, LLC | 2,235 | $676.0K | 0.06% | −250−10.1% | Reduced |
| Indivisible Partners | 2,235 | $676.2K | 0.06% | +215+10.6% | Added |
| MBL Wealth, LLC | 2,245 | $679.1K | 0.05% | +41+1.9% | Added |
| Traphagen Investment Advisors LLC | 2,248 | $679.9K | 0.06% | −18−0.8% | Reduced |
| Keystone Financial Group | 2,252 | $681.1K | 0.05% | +140+6.6% | Added |
| Empirical Asset Management, LLC | 2,257 | $682.6K | 0.18% | −298−11.7% | Reduced |
| Summit Wealth Partners, LLC | 2,257 | $682.7K | 0.11% | +2,257 | New |
| All Terrain Financial Advisors, LLC | 2,259 | $683.3K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Group | 2,261 | $683.8K | 0.02% | +349+18.3% | Added |
| United Community Bank | 2,262 | $684.2K | 0.23% | −608−21.2% | Reduced |
| Custom Index Systems, LLC | 2,262 | $684.2K | 0.30% | −5−0.2% | Reduced |
| Consultiva Wealth Management, Corp. | 2,262 | $684.2K | 1.98% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,264 | $684.8K | 0.03% | +27+1.2% | Added |
| Third View Private Wealth, LLC | 2,266 | $685.4K | 0.09% | +194+9.4% | Added |
| MONECO Advisors, LLC | 2,266 | $685.4K | 0.05% | +109+5.1% | Added |
| Birch Hill Investment Advisors LLC | 2,281 | $690.0K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,281 | $690.0K | 0.09% | +33+1.5% | Added |
| Round Rock Advisors, LLC | 2,297 | $694.7K | 0.11% | −91−3.8% | Reduced |
| Costello Asset Management, INC | 2,301 | $695.9K | 0.24% | +1,396+154.3% | Added |
| Compass Capital Corp | 2,176 | $696.0K | 0.25% | −27−1.2% | Reduced |
| Meridian Wealth Advisors, LLC | 2,301 | $696.0K | 0.09% | −42−1.8% | Reduced |
| Defiance ETFs, LLC | 2,313 | $699.6K | 0.01% | +2,313 | New |
| Palisades Hudson Asset Management, L.P. | 2,315 | $700.0K | 0.27% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,318 | $701.2K | 0.13% | +14+0.6% | Added |