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
- 2,912
- −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
- 1,226 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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 3,951 | $1.20M | 0.34% | +387+10.9% | Added |
| Allegheny Financial Group LTD | 3,956 | $1.20M | 0.16% | +35+0.9% | Added |
| Washington Trust Co | 3,958 | $1.20M | 0.04% | +22+0.6% | Added |
| Promethium Advisors,llc | 3,961 | $1.20M | 0.62% | −30−0.8% | Reduced |
| Knightsbridge Asset Management, LLC | 3,961 | $1.20M | 0.16% | −25−0.6% | Reduced |
| Clayton Financial Group LLC | 3,963 | $1.20M | 0.62% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 3,965 | $1.20M | 0.33% | +150+3.9% | Added |
| Navis Wealth Advisors, LLC | 3,965 | $1.20M | 0.61% | +74+1.9% | Added |
| Portfolio Design Labs, LLC | 3,965 | $1.20M | 0.21% | −1,104−21.8% | Reduced |
| Advisory Research Inc | 3,973 | $1.20M | 0.15% | −194−4.7% | Reduced |
| Winebrenner Capital Management LLC | 3,987 | $1.21M | 0.77% | −50−1.2% | Reduced |
| Evanson Asset Management, LLC | 3,990 | $1.21M | 0.07% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,991 | $1.21M | 0.56% | +18+0.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $1.21M | 0.62% | −500−11.1% | Reduced |
| Moment Partners, LLC | 4,000 | $1.21M | 0.22% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,003 | $1.21M | 0.20% | +4,003 | New |
| Landscape Capital Management, L.L.C. | 4,025 | $1.22M | 0.08% | +4,025 | New |
| Kovack Advisors, Inc. | 4,051 | $1.22M | 0.07% | −114−2.7% | Reduced |
| Plancorp, LLC | 3,911 | $1.23M | 0.03% | −39−1.0% | Reduced |
| Beaton Management Co. Inc. | 4,071 | $1.23M | 0.55% | +4,071 | New |
| Evermay Wealth Management LLC | 4,071 | $1.23M | 0.14% | +27+0.7% | Added |
| VeraBank, N.A. | 4,077 | $1.23M | 0.23% | −39−0.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,092 | $1.24M | 0.15% | −34−0.8% | Reduced |
| Marathon Wealth Advisors LLC | 4,117 | $1.25M | 0.51% | +25+0.6% | Added |
| Bond & Devick Financial Network, Inc. | 4,120 | $1.25M | 0.35% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 4,137 | $1.25M | 0.23% | +1,063+34.6% | Added |
| Core Alternative Capital | 4,149 | $1.25M | 0.37% | −156−3.6% | Reduced |
| GeoWealth Management, LLC | 4,152 | $1.26M | 0.05% | +165+4.1% | Added |
| Koshinski Asset Management, Inc. | 4,175 | $1.26M | 0.08% | +327+8.5% | Added |
| Coastal Investment Advisors, Inc. | 4,175 | $1.26M | 0.44% | +250+6.4% | Added |
| Clear Harbor Asset Management, LLC | 4,187 | $1.27M | 0.09% | +1,656+65.4% | Added |
| RiverFront Investment Group, LLC | 4,189 | $1.27M | 0.02% | +1,665+66.0% | Added |
| Atlas Brown,Inc. | 4,196 | $1.27M | 0.38% | −9−0.2% | Reduced |
| Sun Financial Inc | 4,064 | $1.27M | 0.64% | +177+4.6% | Added |
| Linden Thomas Advisory Services, LLC | 4,226 | $1.28M | 0.12% | +287+7.3% | Added |
| Riverbend Wealth Management, LLC | 4,226 | $1.28M | 0.79% | −114−2.6% | Reduced |
| Focus Financial Network, Inc. | 4,242 | $1.28M | 0.05% | −692−14.0% | Reduced |
| Bedel Financial Consulting, Inc. | 4,245 | $1.28M | 0.15% | −217−4.9% | Reduced |
| Boyar Asset Management Inc. | 4,251 | $1.29M | 0.73% | −7−0.2% | Reduced |
| Next Level Private LLC | 4,255 | $1.29M | 0.29% | +227+5.6% | Added |
| Soltis Investment Advisors LLC | 4,262 | $1.29M | 0.08% | +322+8.2% | Added |
| Amarillo National Bank | 4,267 | $1.29M | 0.23% | +219+5.4% | Added |
| Portside Wealth Group, LLC | 4,279 | $1.29M | 0.18% | +387+9.9% | Added |
| IFG Advisors, LLC | 4,284 | $1.30M | 0.21% | +43+1.0% | Added |
| Triad Investment Management | 4,296 | $1.30M | 1.53% | −3,842−47.2% | Reduced |
| BSW Wealth Partners | 4,299 | $1.30M | 0.16% | +17+0.4% | Added |
| Schulhoff & Co Inc | 4,300 | $1.30M | 0.53% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,303 | $1.30M | 0.10% | −602−12.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,305 | $1.30M | 0.19% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 4,307 | $1.30M | 0.58% | +374+9.5% | Added |
| Green Harvest Asset Management LLC | 4,317 | $1.31M | 0.02% | +951+28.3% | Added |
| Thoroughbred Financial Services, LLC | 4,322 | $1.31M | 0.08% | +86+2.0% | Added |
| First Bank & Trust | 4,334 | $1.31M | 0.21% | −1,731−28.5% | Reduced |
| Salem Investment Counselors Inc | 4,339 | $1.31M | 0.04% | −61−1.4% | Reduced |
| Manchester Capital Management LLC | 4,340 | $1.31M | 0.19% | −152−3.4% | Reduced |
| Victrix Investment Advisors | 4,359 | $1.32M | 0.48% | +11+0.3% | Added |
| Old Mission Investment Co LLC | 4,359 | $1.32M | 0.31% | −47−1.1% | Reduced |
| Leo Wealth, LLC | 4,364 | $1.32M | 0.10% | −729−14.3% | Reduced |
| Legacy Advisors, LLC | 4,391 | $1.33M | 0.16% | +4+0.1% | Added |
| Woodstock Corp | 4,410 | $1.33M | 0.12% | −242−5.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,415 | $1.34M | 0.04% | −50−1.1% | Reduced |
| Simmons Bank | 4,423 | $1.34M | 0.09% | +5+0.1% | Added |
| First Dallas Securities Inc. | 4,440 | $1.34M | 0.50% | −359−7.5% | Reduced |
| Tufton Capital Management | 4,445 | $1.34M | 0.24% | −3−0.1% | Reduced |
| Whelan Financial | 4,451 | $1.35M | 0.42% | +393+9.7% | Added |
| Levin Capital Strategies, L.P. | 4,475 | $1.35M | 0.10% | +10.0% | Added |
| Lyell Wealth Management, LP | 4,477 | $1.35M | 0.10% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 4,484 | $1.36M | 0.47% | +464+11.5% | Added |
| Guardian Investment Management | 4,492 | $1.36M | 1.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,497 | $1.36M | 0.01% | −368−7.6% | Reduced |
| Sentry LLC | 4,498 | $1.36M | 0.43% | −93−2.0% | Reduced |
| Tobam | 4,512 | $1.36M | 0.36% | +937+26.2% | Added |
| Investment Research Partners LLC | 4,516 | $1.37M | 0.56% | +103+2.3% | Added |
| Hohimer Wealth Management, LLC | 4,523 | $1.37M | 0.17% | −1,447−24.2% | Reduced |
| Csenge Advisory Group | 4,526 | $1.37M | 0.06% | −197−4.2% | Reduced |
| Essex Financial Services, Inc. | 4,532 | $1.37M | 0.08% | +193+4.4% | Added |
| Sompo Asset Management Co., Ltd. | 4,540 | $1.37M | 0.25% | −220−4.6% | Reduced |
| Morse Asset Management, Inc | 4,540 | $1.37M | 0.29% | −40−0.9% | Reduced |
| Laurion Capital Management LP | 4,543 | $1.37M | 0.13% | +4,543 | New |
| SageView Advisory Group, LLC | 4,548 | $1.38M | 0.05% | −66−1.4% | Reduced |
| Simplex Trading, LLC | 4,556 | $1.38M | 0.04% | +4,556 | New |
| Cambridge Financial Group, LLC | 4,561 | $1.38M | 0.47% | −866−16.0% | Reduced |
| SageGuard Financial Group, LLC | 4,586 | $1.39M | 0.21% | −129−2.7% | Reduced |
| Twelve Points Wealth Management LLC | 4,597 | $1.39M | 0.31% | 00.0% | Unchanged |
| Stance Capital LLC | 4,603 | $1.39M | 0.68% | +972+26.8% | Added |
| Proathlete Wealth Management LLC | 4,609 | $1.39M | 0.39% | +18+0.4% | Added |
| International Assets Investment Management, LLC | 4,638 | $1.40M | 0.10% | +957+26.0% | Added |
| Armis Advisers, LLC | 4,526 | $1.40M | 0.14% | +454+11.1% | Added |
| Rockland Trust Co | 4,635 | $1.40M | 0.06% | −21−0.5% | Reduced |
| Pflug Koory, LLC | 4,636 | $1.40M | 0.64% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,644 | $1.40M | 0.08% | −84−1.8% | Reduced |
| Leisure Capital Management | 4,655 | $1.41M | 0.49% | −8−0.2% | Reduced |
| Ark Wealth Advisors LLC | 4,660 | $1.41M | 1.40% | +725+18.4% | Added |
| TCI Wealth Advisors, Inc. | 4,664 | $1.41M | 0.07% | −50−1.1% | Reduced |
| Boston Private Wealth LLC | 4,667 | $1.41M | 0.09% | −591−11.2% | Reduced |
| First Command Advisory Services, Inc. | 4,668 | $1.41M | 0.01% | +106+2.3% | Added |
| MainStreet Investment Advisors LLC | 4,672 | $1.41M | 0.21% | −750−13.8% | Reduced |
| Muirfield Wealth Advisors LLC | 4,683 | $1.42M | 1.04% | +10+0.2% | Added |
| Wealthcare Advisory Partners LLC | 4,690 | $1.42M | 0.03% | +18+0.4% | Added |
| Ledyard National Bank | 4,705 | $1.42M | 0.12% | −17−0.4% | Reduced |