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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 3,412 | $1.03M | 0.36% | −30−0.9% | Reduced |
| Alchemi Wealth, LLC | 3,414 | $1.03M | 0.57% | −23−0.7% | Reduced |
| Colonial Trust Co | 3,428 | $1.04M | 0.14% | +2+0.1% | Added |
| Tiaa Trust, National Association | 3,429 | $1.04M | 0.06% | −90,040−96.3% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,436 | $1.04M | 0.12% | −5−0.1% | Reduced |
| Weaver Capital Management LLC | 3,437 | $1.04M | 0.23% | −217−5.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,438 | $1.04M | 0.05% | +797+30.2% | Added |
| Founders Financial Securities LLC | 3,277 | $1.04M | 0.06% | −751−18.6% | Reduced |
| Defined Wealth Management, LLC | 3,444 | $1.04M | 0.61% | −8−0.2% | Reduced |
| Quantum Financial Advisors, LLC | 3,447 | $1.04M | 0.12% | +124+3.7% | Added |
| Francis Financial, Inc. | 3,451 | $1.04M | 0.19% | +1,920+125.4% | Added |
| Argus Investors' Counsel, Inc. | 3,471 | $1.05M | 0.93% | −403−10.4% | Reduced |
| Cambria Investment Management, L.P. | 3,481 | $1.05M | 0.06% | −209−5.7% | Reduced |
| Verus Capital Partners, LLC | 3,481 | $1.05M | 0.07% | −26−0.7% | Reduced |
| PeakShares LLC | 3,483 | $1.05M | 0.97% | +831+31.3% | Added |
| Bristlecone Value Partners, LLC | 3,484 | $1.05M | 0.93% | +3,484 | New |
| Horizon Family Wealth, Inc. | 3,504 | $1.06M | 0.56% | +1,366+63.9% | Added |
| Equity Investment Corp | 3,519 | $1.06M | 0.02% | −2,448−41.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,523 | $1.07M | 0.53% | −600−14.6% | Reduced |
| Resolute Wealth Strategies, LLC | 3,556 | $1.08M | 0.46% | +432+13.8% | Added |
| Westmount Partners, LLC | 3,562 | $1.08M | 0.27% | +1,377+63.0% | Added |
| AXA S.A. | 3,569 | $1.08M | 0.42% | −798−18.3% | Reduced |
| Skba Capital Management LLC | 3,579 | $1.08M | 0.15% | −133−3.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,579 | $1.08M | 0.23% | −11−0.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,284 | $1.08M | 0.07% | +646+24.5% | Added |
| Odyssey Capital Advisors, Inc. | 3,586 | $1.08M | 0.97% | +396+12.4% | Added |
| Bell Bank | 3,588 | $1.09M | 0.05% | +5+0.1% | Added |
| Cornerstone Wealth Management, LLC | 3,589 | $1.09M | 0.05% | −222−5.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,593 | $1.09M | 0.06% | −12,109−77.1% | Reduced |
| Lifeworks Advisors, LLC | 3,600 | $1.09M | 0.14% | +1,019+39.5% | Added |
| Saybrook Capital | 3,600 | $1.09M | 0.29% | 00.0% | Unchanged |
| Frec Markets, Inc. | 3,609 | $1.09M | 0.19% | +429+13.5% | Added |
| Davidson Capital Management Inc. | 3,613 | $1.09M | 0.20% | −612−14.5% | Reduced |
| Conway Capital Management, Inc. | 3,625 | $1.10M | 0.51% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,628 | $1.10M | 0.28% | +2+0.1% | Added |
| Aventura Private Wealth, LLC | 3,635 | $1.10M | 0.40% | −1,123−23.6% | Reduced |
| Elyxium Wealth, LLC | 3,637 | $1.10M | 0.35% | +55+1.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,638 | $1.10M | 0.31% | +1,438+65.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,641 | $1.10M | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,650 | $1.10M | 0.05% | +163+4.7% | Added |
| Verity & Verity, LLC | 3,651 | $1.10M | 0.08% | −536−12.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.11M | 0.11% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,667 | $1.11M | 0.02% | +1,473+67.1% | Added |
| Ibex Wealth Advisors | 3,669 | $1.11M | 0.10% | −16,360−81.7% | Reduced |
| Portus Wealth Advisors, LLC | 3,679 | $1.11M | 1.05% | −55−1.5% | Reduced |
| Duncker Streett & Co Inc | 3,686 | $1.11M | 0.21% | +500+15.7% | Added |
| United Asset Strategies, Inc. | 3,686 | $1.12M | 0.09% | +74+2.0% | Added |
| Triumph Capital Management | 3,692 | $1.12M | 0.23% | +3,274+783.3% | Added |
| Values First Advisors, Inc. | 3,710 | $1.12M | 0.58% | +78+2.1% | Added |
| Embree Financial Group | 3,713 | $1.12M | 0.13% | +328+9.7% | Added |
| Westpac Banking Corp | 3,721 | $1.13M | 0.08% | −538−12.6% | Reduced |
| Golden State Wealth Management, LLC | 3,722 | $1.13M | 0.12% | −588−13.6% | Reduced |
| Ameritas Advisory Services, LLC | 3,724 | $1.13M | 0.04% | +23+0.6% | Added |
| Great Diamond Partners, LLC | 3,734 | $1.13M | 0.22% | −4−0.1% | Reduced |
| Crumly & Associates Inc. | 3,734 | $1.13M | 0.24% | +273+7.9% | Added |
| Marble Wealth, LLC | 3,736 | $1.13M | 0.20% | −915−19.7% | Reduced |
| Platform Technology Partners | 3,737 | $1.13M | 0.22% | +315+9.2% | Added |
| InvesTrust | 3,750 | $1.13M | 0.48% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,751 | $1.14M | 0.37% | −120−3.1% | Reduced |
| Aprio Wealth Management, LLC | 3,763 | $1.14M | 0.06% | +435+13.1% | Added |
| Evelyn Partners Investment Management LLP | 3,764 | $1.14M | 0.03% | −15−0.4% | Reduced |
| Revisor Wealth Management LLC | 3,779 | $1.14M | 0.32% | −56−1.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,781 | $1.14M | 0.06% | +275+7.8% | Added |
| First Commonwealth Financial Corp | 3,783 | $1.14M | 0.18% | +3,783 | New |
| Sage Rhino Capital LLC | 3,786 | $1.15M | 0.21% | −20−0.5% | Reduced |
| Private Wealth Asset Management, LLC | 3,799 | $1.15M | 0.12% | −35−0.9% | Reduced |
| PDT Partners, LLC | 3,800 | $1.15M | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 3,810 | $1.15M | 0.15% | −290−7.1% | Reduced |
| TownSquare Capital, LLC | 3,811 | $1.15M | 0.26% | +468+14.0% | Added |
| Hills Bank & Trust Co | 3,812 | $1.15M | 0.06% | +118+3.2% | Added |
| Ronald Blue Trust, Inc. | 3,822 | $1.16M | 0.01% | −3,232−45.8% | Reduced |
| Mattern Capital Management, LLC | 3,822 | $1.16M | 0.14% | +878+29.8% | Added |
| Bannerstone Capital Management, LLC | 3,827 | $1.16M | 1.20% | +47+1.2% | Added |
| Invst, LLC | 3,830 | $1.16M | 0.13% | −688−15.2% | Reduced |
| Quent Capital, LLC | 3,831 | $1.16M | 0.08% | −227−5.6% | Reduced |
| Tred Avon Family Wealth, LLC | 3,844 | $1.16M | 0.39% | −371−8.8% | Reduced |
| Hunter Associates Investment Management LLC | 3,857 | $1.16M | 0.15% | +1,148+42.4% | Added |
| Pure Financial Advisors, Inc. | 3,846 | $1.16M | 0.02% | +124+3.3% | Added |
| Ellevest, Inc. | 3,847 | $1.16M | 0.16% | +125+3.4% | Added |
| Orrstown Financial Services Inc | 3,859 | $1.17M | 0.20% | −115−2.9% | Reduced |
| Gratus Wealth Advisors, LLC | 3,860 | $1.17M | 0.17% | −18−0.5% | Reduced |
| Ervin Investment Management, LLC | 3,871 | $1.17M | 0.69% | −85−2.1% | Reduced |
| Abel Hall, LLC | 3,875 | $1.17M | 0.25% | +71+1.9% | Added |
| MTM Investment Management, LLC | 3,880 | $1.17M | 0.37% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,882 | $1.17M | 0.06% | +276+7.7% | Added |
| Ipswich Investment Management Co., Inc. | 3,890 | $1.18M | 0.28% | −126−3.1% | Reduced |
| First Foundation Advisors | 3,892 | $1.18M | 0.05% | +80+2.1% | Added |
| Blue Jean Financial LLC | 3,902 | $1.18M | 0.97% | −104−2.6% | Reduced |
| McLaughlin Asset Management, Inc. | 3,910 | $1.18M | 1.13% | −137−3.4% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $1.18M | 0.15% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,913 | $1.18M | 0.03% | +265+7.3% | Added |
| Oakworth Capital, Inc. | 3,913 | $1.18M | 0.06% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,917 | $1.19M | 0.03% | +208+5.6% | Added |
| Burford Brothers, Inc. | 3,921 | $1.19M | 0.49% | +67+1.7% | Added |
| Financial Management Network Inc | 3,739 | $1.19M | 0.18% | −10.0% | Reduced |
| Hanson & Doremus Investment Management | 3,931 | $1.19M | 0.14% | −69−1.7% | Reduced |
| Aspen Investment Management Inc | 3,930 | $1.19M | 0.36% | +91+2.4% | Added |
| LVW Advisors, LLC | 3,936 | $1.19M | 0.12% | +580+17.3% | Added |
| Founders Financial Alliance, LLC | 3,942 | $1.19M | 0.21% | +307+8.4% | Added |
| Bridges Investment Management Inc | 3,946 | $1.19M | 0.02% | −8−0.2% | Reduced |