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 |
|---|---|---|---|---|---|
| Integrity Alliance, LLC. | 2,711 | $820.1K | 0.03% | −2,836−51.1% | Reduced |
| Cypress Capital Group | 2,723 | $823.7K | 0.09% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,733 | $826.7K | 0.35% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,740 | $828.8K | 0.42% | +588+27.3% | Added |
| OneAscent Financial Services LLC | 2,743 | $829.7K | 0.04% | +314+12.9% | Added |
| LS Investment Advisors, LLC | 2,746 | $830.6K | 0.12% | −273−9.0% | Reduced |
| Millington Financial Advisors, LLC | 2,615 | $833.9K | 0.35% | +25+1.0% | Added |
| Tritonpoint Wealth, LLC | 2,758 | $834.4K | 0.09% | +26+1.0% | Added |
| Trust Co of Virginia | 2,766 | $836.7K | 0.07% | −98−3.4% | Reduced |
| Central Bank & Trust Co | 2,770 | $837.9K | 0.13% | +150+5.7% | Added |
| Sax Wealth Advisors, LLC | 2,268 | $839.0K | 0.04% | −153−6.3% | Reduced |
| Ballast, Inc. | 2,776 | $839.7K | 0.19% | −78−2.7% | Reduced |
| Hobbs Group Advisors, LLC | 2,781 | $841.2K | 0.25% | 00.0% | Unchanged |
| Outfitter Financial LLC | 2,785 | $842.4K | 0.65% | +325+13.2% | Added |
| Ocean Capital Management, LLC | 2,790 | $844.0K | 0.17% | −7−0.3% | Reduced |
| ISAM Funds (UK) Ltd | 2,797 | $846.0K | 0.42% | −104−3.6% | Reduced |
| Kearns & Associates LLC | 2,800 | $846.9K | 0.46% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,800 | $847.0K | 1.09% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $847.0K | 0.51% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,802 | $847.5K | 0.01% | +550+24.4% | Added |
| McIlrath & Eck, LLC | 2,802 | $847.5K | 0.06% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,806 | $849.0K | 0.08% | +734+35.4% | Added |
| Linscomb & Williams, Inc. | 2,811 | $850.3K | 0.04% | +57+2.1% | Added |
| Integrated Advisors Network LLC | 2,821 | $853.4K | 0.04% | −8,581−75.3% | Reduced |
| Benin Management CORP | 2,863 | $866.0K | 0.19% | +74+2.7% | Added |
| Orleans Capital Management Corp | 2,867 | $867.2K | 0.59% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,870 | $868.3K | 0.23% | +406+16.5% | Added |
| Cidel Asset Management Inc | 2,879 | $870.8K | 0.05% | +431+17.6% | Added |
| Richards, Merrill & Peterson, Inc. | 2,881 | $871.4K | 0.32% | −18−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 2,882 | $871.6K | 0.06% | +19+0.7% | Added |
| Taylor Securities Services, Inc. | 2,882 | $871.7K | 0.41% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,888 | $873.5K | 0.10% | +121+4.4% | Added |
| Cambridge Advisors Inc. | 2,910 | $880.2K | 0.17% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,913 | $881.1K | 0.21% | +100+3.6% | Added |
| Bath Savings Trust Co | 2,916 | $882.0K | 0.09% | −7−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,926 | $885.0K | 0.09% | −168−5.4% | Reduced |
| LongView Wealth Management | 2,720 | $889.2K | 0.22% | −153−5.3% | Reduced |
| Capital Investment Advisory Services, LLC | 2,973 | $899.4K | 0.07% | −3−0.1% | Reduced |
| MFA Wealth Services | 2,980 | $901.4K | 0.60% | +118+4.1% | Added |
| Cooper Financial Group | 2,984 | $902.7K | 0.09% | −197−6.2% | Reduced |
| Matrix Asset Advisors Inc | 2,996 | $906.2K | 0.08% | −70−2.3% | Reduced |
| Waddell & Associates, LLC | 3,010 | $910.5K | 0.05% | +355+13.4% | Added |
| Abacus Wealth Partners, LLC | 3,013 | $911.4K | 0.08% | −290−8.8% | Reduced |
| Scissortail Wealth Management, LLC | 3,017 | $912.6K | 0.18% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,019 | $913.3K | 0.22% | −139−4.4% | Reduced |
| 71 West Capital Partners | 3,022 | $914.1K | 0.04% | +762+33.7% | Added |
| WBI Investments | 3,031 | $916.9K | 0.25% | −4,879−61.7% | Reduced |
| Millington Securities, LLC | 3,031 | $916.9K | 0.25% | +3,031 | New |
| Greystone Financial Group, LLC | 3,037 | $918.5K | 0.26% | −37,947−92.6% | Reduced |
| Tradition Wealth Management, LLC | 3,041 | $919.7K | 0.07% | +50+1.7% | Added |
| Catalyst Financial Partners LLC | 3,048 | $922.0K | 0.11% | +188+6.6% | Added |
| Legal Advantage Investments, Inc. | 3,050 | $922.6K | 0.48% | +500+19.6% | Added |
| Talon Private Wealth, LLC | 3,051 | $922.9K | 0.12% | +3,051 | New |
| Legacy Wealth Management, LLC | 3,055 | $924.1K | 0.26% | +40+1.3% | Added |
| PDS Planning, Inc | 3,056 | $924.4K | 0.06% | −57−1.8% | Reduced |
| ZEGA Investments, LLC | 3,057 | $924.8K | 0.18% | −233−7.1% | Reduced |
| Wealth Advisory Solutions, LLC | 3,058 | $925.0K | 0.21% | +2,291+298.7% | Added |
| Quotient Wealth Partners, LLC | 3,062 | $926.3K | 0.02% | −21−0.7% | Reduced |
| Clean Yield Group | 3,079 | $931.3K | 0.26% | −16−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 3,083 | $932.5K | 0.11% | −43−1.4% | Reduced |
| Insight Advisors, LLC | 3,083 | $932.7K | 0.18% | −2,507−44.8% | Reduced |
| Novem Group | 3,092 | $935.2K | 0.11% | −32−1.0% | Reduced |
| CFO4Life Group, LLC | 3,093 | $935.5K | 0.14% | −26−0.8% | Reduced |
| Philadelphia Trust Co | 3,095 | $936.0K | 0.07% | −500−13.9% | Reduced |
| Lewis Asset Management, LLC | 3,106 | $939.6K | 0.38% | −43−1.4% | Reduced |
| Westfuller Advisors, LLC | 3,108 | $940.0K | 0.41% | +14+0.5% | Added |
| Richwood Investment Advisors, LLC | 3,114 | $942.1K | 0.73% | −102−3.2% | Reduced |
| Childress Capital Advisors, LLC | 3,116 | $942.6K | 0.17% | −402−11.4% | Reduced |
| Signature Wealth Management Group | 3,122 | $944.3K | 0.36% | −4,733−60.3% | Reduced |
| US Asset Management LLC | 3,124 | $944.9K | 0.82% | −26−0.8% | Reduced |
| Palisade Capital Management LLC | 3,130 | $946.8K | 0.03% | +1,262+67.6% | Added |
| Elevated Financial Group LLC | 3,154 | $954.1K | 0.32% | −75−2.3% | Reduced |
| Continuum Advisory, LLC | 3,162 | $956.5K | 0.09% | −50−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 3,173 | $959.7K | 0.13% | +481+17.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,179 | $961.6K | 0.16% | +895+39.2% | Added |
| Money Concepts Capital Corp | 3,191 | $965.2K | 0.05% | +93+3.0% | Added |
| Howe & Rusling Inc | 3,191 | $965.3K | 0.06% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,216 | $972.8K | 0.14% | −120−3.6% | Reduced |
| Nilsine Partners, LLC | 3,059 | $975.3K | 0.08% | −464−13.2% | Reduced |
| Steel Peak Wealth Management LLC | 3,230 | $976.9K | 0.03% | +321+11.0% | Added |
| Delphi Management Inc | 3,239 | $980.0K | 1.17% | −940−22.5% | Reduced |
| Geneos Wealth Management Inc. | 3,249 | $982.8K | 0.02% | +82+2.6% | Added |
| FFT Wealth Management LLC | 3,256 | $984.7K | 0.18% | +2,586+386.0% | Added |
| Cetera Trust Company, N.A | 3,260 | $986.1K | 0.56% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,270 | $989.1K | 0.59% | −495−13.1% | Reduced |
| Allen Investment Management LLC | 3,279 | $991.8K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,294 | $993.0K | 0.07% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 4,129 | $993.2K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,324 | $1.01M | 0.11% | +92+2.8% | Added |
| Heartland Bank & Trust Co | 3,341 | $1.01M | 0.23% | +184+5.8% | Added |
| Basecamp Wealth Advisors LLC | 3,367 | $1.02M | 0.21% | −7−0.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 3,370 | $1.02M | 0.88% | −83−2.4% | Reduced |
| Sigma Investment Counselors Inc | 3,376 | $1.02M | 0.05% | −2−0.1% | Reduced |
| Bahl & Gaynor Inc | 3,387 | $1.02M | 0.01% | −61−1.8% | Reduced |
| Advisor OS, LLC | 3,388 | $1.02M | 0.07% | −1,881−35.7% | Reduced |
| Sanders Morris Harris LLC | 3,388 | $1.02M | 0.16% | +3,388 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,388 | $1.02M | 0.06% | +1,584+87.8% | Added |
| Marshall Financial Group LLC | 3,406 | $1.03M | 0.16% | +221+6.9% | Added |
| Alerus Financial NA | 3,407 | $1.03M | 0.05% | −60−1.7% | Reduced |
| Rexford Capital Inc | 3,407 | $1.03M | 0.74% | +40+1.2% | Added |