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 |
|---|---|---|---|---|---|
| Minot DeBlois Advisors LLC | 4,754 | $1.44M | 1.30% | +8+0.2% | Added |
| Papp L Roy & Associates | 4,779 | $1.45M | 0.17% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,785 | $1.45M | 0.12% | −17−0.4% | Reduced |
| Icon Advisers Inc | 4,800 | $1.45M | 0.34% | −700−12.7% | Reduced |
| Alaethes Wealth LLC | 4,803 | $1.45M | 0.42% | +64+1.4% | Added |
| Argentarii, LLC | 4,806 | $1.45M | 0.51% | +12+0.3% | Added |
| Ameritas Investment Partners, Inc. | 4,810 | $1.45M | 0.04% | +10.0% | Added |
| Brian Low Financial Group, LLC | 4,820 | $1.46M | 0.99% | +2,011+71.6% | Added |
| Schear Investment Advisers, LLC | 4,821 | $1.46M | 0.64% | +60+1.3% | Added |
| Accurate Wealth Management, LLC | 4,652 | $1.46M | 0.18% | −134−2.8% | Reduced |
| Accredited Investors Inc. | 4,839 | $1.46M | 0.08% | −129−2.6% | Reduced |
| Carr Financial Group Corp | 4,840 | $1.46M | 0.39% | −77−1.6% | Reduced |
| Larson Financial Group LLC | 4,856 | $1.47M | 0.05% | +781+19.2% | Added |
| Mystic Asset Management, Inc. | 4,860 | $1.47M | 0.34% | +90+1.9% | Added |
| Parrish Capital LLC | 4,870 | $1.47M | 1.31% | −634−11.5% | Reduced |
| Virtu Financial LLC | 4,874 | $1.47M | 0.06% | −6,884−58.5% | Reduced |
| Weik Capital Management | 4,888 | $1.48M | 0.59% | −105−2.1% | Reduced |
| Richard Bernstein Advisors LLC | 4,901 | $1.48M | 0.04% | +4,901 | New |
| Trust Point Inc. | 4,912 | $1.49M | 0.13% | +351+7.7% | Added |
| GTS Securities LLC | 4,922 | $1.49M | 0.05% | −7,443−60.2% | Reduced |
| Bank of Hawaii | 4,922 | $1.49M | 0.08% | −14−0.3% | Reduced |
| Interchange Capital Partners, LLC | 5,518 | $1.49M | 0.48% | −386−6.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,923 | $1.49M | 0.03% | +20.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,942 | $1.49M | 0.11% | +704+16.6% | Added |
| Wealth Alliance | 4,951 | $1.50M | 0.15% | +65+1.3% | Added |
| NBC Securities, Inc. | 4,959 | $1.50M | 0.11% | −573−10.4% | Reduced |
| Tompkins Financial Corp | 4,969 | $1.50M | 0.12% | +527+11.9% | Added |
| Aspire Private Capital, LLC | 4,993 | $1.51M | 0.34% | −158−3.1% | Reduced |
| CWA Asset Management Group, LLC | 4,995 | $1.51M | 0.05% | −391−7.3% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.51M | 0.30% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,019 | $1.52M | 0.13% | −1,533−23.4% | Reduced |
| Pecaut & Co. | 5,040 | $1.52M | 0.50% | −10−0.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.53M | 1.21% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 5,049 | $1.53M | 0.45% | +5,049 | New |
| William Allan, LLC | 5,057 | $1.53M | 0.91% | +113+2.3% | Added |
| Wellington Shields & Co., LLC | 5,061 | $1.53M | 0.39% | −125−2.4% | Reduced |
| Bradyco, Inc. | 5,074 | $1.53M | 1.19% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,085 | $1.54M | 0.04% | +307+6.4% | Added |
| WealthTrust Axiom LLC | 5,088 | $1.54M | 0.38% | 00.0% | Unchanged |
| PFG Advisors | 5,096 | $1.54M | 0.08% | +289+6.0% | Added |
| Factorial Partners, LLC | 5,100 | $1.54M | 1.12% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,103 | $1.54M | 0.58% | +10.0% | Added |
| Red Cedar Investment Management, LLC | 5,108 | $1.55M | 0.16% | −2,520−33.0% | Reduced |
| Chesapeake Wealth Management | 5,120 | $1.55M | 0.48% | −330−6.1% | Reduced |
| AlTi Global, Inc. | 5,124 | $1.55M | 0.03% | −4,440−46.4% | Reduced |
| Sterling Wealth Management, Inc. | 5,134 | $1.55M | 0.43% | −10.0% | Reduced |
| Arbor Capital Management Inc | 4,901 | $1.55M | 1.27% | +468+10.6% | Added |
| Cane Capital Partners, LLC | 5,148 | $1.56M | 0.69% | +5,148 | New |
| Axq Capital, LP | 5,149 | $1.56M | 0.20% | +5,149 | New |
| HighPoint Advisor Group LLC | 5,152 | $1.56M | 0.07% | −31,357−85.9% | Reduced |
| Cigna Investments Inc | 5,153 | $1.56M | 0.24% | −97−1.8% | Reduced |
| Garde Capital, Inc. | 5,157 | $1.56M | 0.09% | −20−0.4% | Reduced |
| Strategic Advisors LLC | 5,162 | $1.56M | 0.26% | −31−0.6% | Reduced |
| Ramirez Asset Management, Inc. | 5,172 | $1.56M | 0.19% | −27−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,179 | $1.57M | 0.07% | +128+2.5% | Added |
| MeadowBrook Investment Advisors LLC | 5,195 | $1.57M | 1.39% | +176+3.5% | Added |
| Capital Analysts, LLC | 5,199 | $1.57M | 0.04% | −375−6.7% | Reduced |
| Churchill Financial Advisors, LLC | 5,209 | $1.58M | 0.33% | +3,235+163.9% | Added |
| Florida Financial Advisors, LLC | 5,208 | $1.58M | 0.38% | +756+17.0% | Added |
| LMR Partners LLP | 5,212 | $1.58M | 0.01% | +5,212 | New |
| Spinnaker Trust | 5,217 | $1.58M | 0.09% | +3+0.1% | Added |
| NBZ Investment Advisors LLC | 5,238 | $1.58M | 0.69% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,253 | $1.59M | 0.03% | +4,317+461.2% | Added |
| WSFS Capital Management, LLC | 5,255 | $1.59M | 0.08% | +77+1.5% | Added |
| Taylor Frigon Capital Management LLC | 5,261 | $1.59M | 0.91% | −153−2.8% | Reduced |
| Baker Avenue Asset Management, LP | 5,261 | $1.59M | 0.04% | +185+3.6% | Added |
| Capital Markets Trading UK LLP | 5,267 | $1.59M | 1.43% | +2,392+83.2% | Added |
| Virtus Investment Advisers, Inc. | 5,279 | $1.60M | 0.44% | −4−0.1% | Reduced |
| Vectors Research Management, LLC | 5,283 | $1.60M | 0.47% | +100+1.9% | Added |
| Stratos Wealth Advisors, LLC | 5,309 | $1.61M | 0.10% | +170+3.3% | Added |
| Ignite Planners, LLC | 5,309 | $1.61M | 0.25% | +115+2.2% | Added |
| Doliver Advisors, LP | 5,331 | $1.61M | 0.37% | +20.0% | Added |
| Bluebird Wealth Management LLC | 5,340 | $1.62M | 1.65% | −1,503−22.0% | Reduced |
| Great Valley Advisor Group, Inc. | 5,342 | $1.62M | 0.03% | +670+14.3% | Added |
| Cambient Family Office, LLC | 5,342 | $1.62M | 0.23% | +259+5.1% | Added |
| Nicolet Bankshares Inc | 5,370 | $1.62M | 0.06% | +5,370 | New |
| Stokes Family Office, LLC | 5,384 | $1.63M | 0.17% | −506−8.6% | Reduced |
| Spirepoint Private Client, LLC | 5,385 | $1.63M | 0.15% | −56−1.0% | Reduced |
| TCG Advisory Services, LLC | 5,386 | $1.63M | 0.04% | +1,620+43.0% | Added |
| Community Bank, N.A. | 5,395 | $1.63M | 0.19% | +40+0.7% | Added |
| Buckingham Strategic Partners | 5,398 | $1.63M | 0.02% | −258−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 5,398 | $1.63M | 0.05% | −1,677−23.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,422 | $1.64M | 0.10% | −276−4.8% | Reduced |
| Parsons Capital Management Inc | 5,427 | $1.64M | 0.08% | +4,466+464.7% | Added |
| Acropolis Investment Management, LLC | 5,442 | $1.65M | 0.07% | −81−1.5% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $1.65M | 0.24% | 00.0% | Unchanged |
| First Western Trust Bank | 5,479 | $1.66M | 0.08% | −581−9.6% | Reduced |
| Hilltop Holdings Inc. | 5,507 | $1.67M | 0.15% | +1,127+25.7% | Added |
| Northcape Wealth Management, LLC | 5,527 | $1.67M | 0.46% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 5,533 | $1.67M | 0.75% | +735+15.3% | Added |
| Hendley & Co Inc | 5,545 | $1.68M | 0.62% | +4,455+408.7% | Added |
| 3Chopt Investment Partners, LLC | 5,557 | $1.68M | 0.38% | −33−0.6% | Reduced |
| Busey Wealth Management | 5,569 | $1.68M | 0.05% | −358−6.0% | Reduced |
| Wolverine Asset Management LLC | 5,583 | $1.69M | 0.03% | +5,583 | New |
| Spire Wealth Management | 5,586 | $1.69M | 0.06% | −13,875−71.3% | Reduced |
| North Star Investment Management Corp. | 5,602 | $1.69M | 0.10% | −14−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 5,378 | $1.70M | 0.17% | −12−0.2% | Reduced |
| Olistico Wealth, LLC | 5,632 | $1.70M | 0.84% | +793+16.4% | Added |
| KRS Capital Management, LLC | 5,633 | $1.70M | 1.04% | +35+0.6% | Added |
| Associated Banc-Corp | 5,636 | $1.70M | 0.05% | +4+0.1% | Added |