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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 2,324 | $703.1K | 0.33% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,325 | $703.3K | 0.17% | −50−2.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,326 | $704.0K | 0.22% | +10.0% | Added |
| FWL Investment Management, LLC | 2,328 | $704.2K | 0.15% | +1,890+431.5% | Added |
| Sound Income Strategies, LLC | 2,338 | $704.9K | 0.03% | −42−1.8% | Reduced |
| PFC Capital Group, Inc. | 2,335 | $706.0K | 0.31% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 2,335 | $706.1K | 0.42% | +80+3.5% | Added |
| Diversified Enterprises, LLC | 2,338 | $707.1K | 0.04% | −23−1.0% | Reduced |
| Millstone Evans Group, LLC | 2,342 | $708.4K | 0.43% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,348 | $710.1K | 0.12% | −38−1.6% | Reduced |
| Saxon Interests, Inc. | 2,351 | $711.1K | 0.25% | −2,434−50.9% | Reduced |
| Bristol John W & Co Inc | 2,351 | $711.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,358 | $713.1K | 0.25% | +494+26.5% | Added |
| Northbridge Financial Group, LLC | 2,202 | $713.2K | 0.31% | +148+7.2% | Added |
| Shufro Rose & Co LLC | 2,359 | $713.6K | 0.05% | −304−11.4% | Reduced |
| Trustmark National Bank Trust Department | 2,362 | $714.5K | 0.05% | −499−17.4% | Reduced |
| Capital Advisors Inc | 2,373 | $717.8K | 0.01% | +680+40.2% | Added |
| Weaver Consulting Group | 2,379 | $719.6K | 0.17% | −22−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,380 | $720.0K | 0.02% | −100−4.0% | Reduced |
| Sierra Capital LLC | 2,386 | $722.0K | 0.08% | +1,385+138.4% | Added |
| Kozak & Associates, Inc. | 2,230 | $722.3K | 0.14% | +2+0.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,388 | $722.3K | 0.08% | −50−2.1% | Reduced |
| EntryPoint Capital, LLC | 2,389 | $722.6K | 0.21% | +984+70.0% | Added |
| Confluence Investment Management LLC | 2,400 | $726.0K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $726.0K | 0.37% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,401 | $726.3K | 0.38% | −7−0.3% | Reduced |
| Trust Co | 2,406 | $727.8K | 0.07% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,411 | $729.1K | 0.13% | +2+0.1% | Added |
| Seven Mile Advisory | 2,412 | $729.6K | 0.53% | −1,144−32.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,413 | $729.9K | 0.21% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,422 | $732.6K | 0.13% | +345+16.6% | Added |
| Centennial Bank | 2,431 | $735.3K | 0.26% | −500−17.1% | Reduced |
| TRB Wealth Management, LLC | 2,432 | $735.6K | 0.10% | +2,432 | New |
| Unified Investment Management | 2,434 | $736.1K | 0.76% | −98−3.9% | Reduced |
| J. Safra Sarasin Holding AG | 2,436 | $736.8K | 0.01% | −5,682−70.0% | Reduced |
| Old North State Trust, LLC | 2,439 | $738.0K | 0.44% | +389+19.0% | Added |
| Opal Wealth Advisors, LLC | 2,446 | $739.9K | 0.17% | +7+0.3% | Added |
| SGL Investment Advisors, Inc. | 2,372 | $740.8K | 0.28% | +5+0.2% | Added |
| Perennial Investment Advisors, LLC | 2,456 | $743.0K | 0.06% | +239+10.8% | Added |
| McLean Asset Management Corp | 2,457 | $743.1K | 0.13% | −25−1.0% | Reduced |
| Phoenix Wealth Advisors | 2,462 | $744.6K | 0.29% | −245−9.1% | Reduced |
| Root Financial Partners, LLC | 2,465 | $745.5K | 0.03% | +444+22.0% | Added |
| KKM Financial LLC | 2,023 | $748.4K | 0.13% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,475 | $748.6K | 0.06% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 2,475 | $748.6K | 0.10% | +2,475 | New |
| Arvest Investments, Inc. | 2,478 | $749.5K | 0.10% | −28−1.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,480 | $750.0K | 0.16% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,480 | $750.1K | 0.04% | +204+9.0% | Added |
| Global Assets Advisory, LLC | 2,482 | $750.8K | 0.23% | +619+33.2% | Added |
| Union Savings Bank | 2,484 | $751.3K | 0.33% | −26−1.0% | Reduced |
| Gryphon Financial Partners LLC | 2,489 | $752.9K | 0.08% | +36+1.5% | Added |
| CoreFirst Bank & Trust | 2,493 | $754.1K | 0.40% | −15−0.6% | Reduced |
| West Branch Capital LLC | 2,498 | $755.7K | 0.20% | −504−16.8% | Reduced |
| Auxano Advisors, LLC | 2,500 | $756.1K | 0.15% | −48−1.9% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $758.0K | 0.33% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,509 | $758.9K | 0.08% | −330−11.6% | Reduced |
| Twin Lakes Capital Management, LLC | 2,526 | $764.0K | 0.35% | −58−2.2% | Reduced |
| Indiana Trust & Investment Management CO | 2,526 | $764.1K | 0.24% | −219−8.0% | Reduced |
| Main Street Financial Solutions, LLC | 2,546 | $770.1K | 0.06% | −122−4.6% | Reduced |
| Avantax Planning Partners, Inc. | 2,548 | $770.7K | 0.02% | +3+0.1% | Added |
| Magnolia Capital Management Ltd | 2,555 | $773.0K | 0.52% | +555+27.8% | Added |
| RFP Financial Group LLC | 2,557 | $773.5K | 0.42% | −80−3.0% | Reduced |
| American National Bank | 2,558 | $773.7K | 0.07% | −4−0.2% | Reduced |
| Sentinus, LLC | 2,563 | $775.2K | 0.07% | +397+18.3% | Added |
| Exchange Bank | 2,568 | $776.8K | 0.54% | −48−1.8% | Reduced |
| SkyView Investment Advisors, LLC | 2,582 | $781.0K | 0.11% | −38−1.5% | Reduced |
| Chapman Financial Group, LLC | 2,585 | $781.9K | 0.56% | −318−11.0% | Reduced |
| DV Trading LLC | 2,596 | $785.2K | 0.07% | +2,596 | New |
| F/M Investments LLC | 2,598 | $785.8K | 0.05% | −18,400−87.6% | Reduced |
| Marietta Investment Partners LLC | 2,598 | $785.8K | 0.16% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,603 | $787.4K | 0.08% | −7−0.3% | Reduced |
| Channel Wealth LLC | 2,605 | $788.0K | 0.19% | −21−0.8% | Reduced |
| Umpqua Bank | 2,613 | $790.4K | 0.23% | −6−0.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,616 | $791.3K | 0.37% | 00.0% | Unchanged |
| Summit Global Investments | 2,618 | $792.0K | 0.05% | +55+2.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,620 | $792.0K | 0.04% | +491+23.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,620 | $792.5K | 0.08% | +178+7.3% | Added |
| Transcend Wealth Collective, LLC | 2,621 | $792.7K | 0.06% | +529+25.3% | Added |
| Brookwood Investment Group LLC | 2,629 | $795.3K | 0.10% | −41−1.5% | Reduced |
| Marino, Stram & Associates LLC | 2,630 | $795.6K | 0.14% | +48+1.9% | Added |
| Borer Denton & Associates, Inc. | 2,637 | $797.6K | 0.28% | −50−1.9% | Reduced |
| Pioneer Trust Bank N A | 2,640 | $798.5K | 0.19% | +40+1.5% | Added |
| Kavar Capital Partners Group, LLC | 2,643 | $799.5K | 0.10% | +279+11.8% | Added |
| Silverberg Bernstein Capital Management LLC | 2,645 | $800.1K | 0.44% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,646 | $800.4K | 0.00% | +1,420+115.8% | Added |
| Ridgewood Investments LLC | 2,647 | $800.7K | 0.33% | +2,647 | New |
| Provenance Wealth Advisors, LLC | 2,649 | $801.3K | 0.08% | −5−0.2% | Reduced |
| Sendero Wealth Management, LLC | 2,668 | $807.0K | 0.09% | −40−1.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,670 | $807.6K | 0.11% | +10.0% | Added |
| Castleark Management LLC | 2,675 | $809.1K | 0.03% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 2,189 | $809.8K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,682 | $811.3K | 0.01% | −5,364−66.7% | Reduced |
| Purus Wealth Management, LLC | 2,685 | $812.3K | 0.26% | −81−2.9% | Reduced |
| Hartford Financial Management Inc. | 2,690 | $813.7K | 0.21% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,691 | $813.9K | 0.41% | −98−3.5% | Reduced |
| Klingman & Associates, LLC | 2,695 | $815.2K | 0.04% | +3+0.1% | Added |
| Shelton Wealth Management, LLC | 2,697 | $815.8K | 0.36% | +2,697 | New |
| MWA Asset Management | 2,699 | $816.5K | 0.45% | +482+21.7% | Added |
| L2 Asset Management, LLC | 2,702 | $817.3K | 0.08% | −530−16.4% | Reduced |
| Basepoint Wealth LLC | 2,709 | $819.5K | 0.47% | −16−0.6% | Reduced |