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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 5,651 | $1.71M | 0.05% | +5,651 | New |
| Crewe Advisors LLC | 5,663 | $1.71M | 0.15% | +31+0.6% | Added |
| Stonebrook Private Inc. | 5,676 | $1.72M | 0.37% | +4+0.1% | Added |
| Souders Financial Advisors | 5,692 | $1.72M | 0.20% | −158−2.7% | Reduced |
| Cornerstone Planning Group LLC | 5,453 | $1.72M | 0.23% | +114+2.1% | Added |
| Hager Investment Management Services, LLC | 5,723 | $1.73M | 0.95% | +180+3.2% | Added |
| Washington Trust Advisors, Inc. | 5,785 | $1.75M | 0.14% | −105−1.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,801 | $1.75M | 0.09% | +689+13.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,600 | $1.76M | 0.02% | +208+3.9% | Added |
| Rydar Equities, Inc. | 5,812 | $1.76M | 1.36% | +547+10.4% | Added |
| Citadel Investment Advisory, Inc. | 5,832 | $1.76M | 0.84% | −200−3.3% | Reduced |
| Private Trust Co NA | 5,841 | $1.77M | 0.16% | +221+3.9% | Added |
| Legacy Edge Advisors, LLC | 5,855 | $1.77M | 0.19% | −42−0.7% | Reduced |
| Strategic Investment Advisors | 5,856 | $1.78M | 0.12% | +2,614+80.6% | Added |
| Highline Wealth Partners LLC | 5,878 | $1.78M | 0.45% | +24+0.4% | Added |
| Griffith & Werner, Inc. | 5,879 | $1.78M | 0.88% | +787+15.5% | Added |
| Net Worth Advisory Group | 5,882 | $1.78M | 0.37% | −219−3.6% | Reduced |
| Cadent Capital Advisors, LLC | 5,902 | $1.79M | 0.47% | +220+3.9% | Added |
| BNP Paribas | 6,039 | $1.79M | 0.06% | −478−7.3% | Reduced |
| Vinva Investment Management Ltd | 6,025 | $1.79M | 0.02% | −48−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 5,928 | $1.79M | 0.13% | +11+0.2% | Added |
| Dakota Wealth Management | 5,948 | $1.80M | 0.04% | −1,528−20.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,951 | $1.80M | 0.12% | +304+5.4% | Added |
| Paragon Private Wealth Management, LLC | 5,974 | $1.81M | 0.57% | −145−2.4% | Reduced |
| Lakeshore Capital Group, Inc. | 5,975 | $1.81M | 1.48% | +84+1.4% | Added |
| B&L Asset Management LLC | 6,027 | $1.82M | 0.79% | +10+0.2% | Added |
| Everett Harris & Co | 6,050 | $1.83M | 0.02% | −800−11.7% | Reduced |
| Weil Company, Inc. | 6,055 | $1.83M | 0.41% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 6,065 | $1.83M | 0.04% | −436−6.7% | Reduced |
| AlphaCore Capital LLC | 6,089 | $1.84M | 0.04% | +577+10.5% | Added |
| Aaron Wealth Advisors | 6,094 | $1.84M | 0.11% | −1,278−17.3% | Reduced |
| Fielder Capital Group LLC | 6,121 | $1.85M | 0.40% | +103+1.7% | Added |
| Monte Financial Group, LLC | 6,176 | $1.87M | 0.66% | +268+4.5% | Added |
| Stablepoint Partners, LLC | 6,177 | $1.87M | 0.28% | −6−0.1% | Reduced |
| Fortis Capital Advisors, LLC | 6,178 | $1.87M | 0.24% | +6,178 | New |
| Trust Asset Management LLC | 6,182 | $1.87M | 0.13% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,184 | $1.87M | 0.09% | −17−0.3% | Reduced |
| Cozad Asset Management Inc | 6,196 | $1.87M | 0.15% | +230+3.9% | Added |
| Excalibur Management Corp | 6,205 | $1.88M | 0.67% | −126−2.0% | Reduced |
| Piscataqua Savings Bank | 6,212 | $1.88M | 1.32% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6,219 | $1.88M | 0.65% | +8+0.1% | Added |
| Diligent Investors, LLC | 6,232 | $1.89M | 0.47% | +30+0.5% | Added |
| RMR Capital Management, LLC | 6,260 | $1.89M | 1.37% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 6,275 | $1.90M | 0.27% | +920+17.2% | Added |
| Premier Path Wealth Partners, LLC | 6,284 | $1.90M | 0.25% | +631+11.2% | Added |
| Stock Yards Bank & Trust Co | 6,292 | $1.90M | 0.06% | −633−9.1% | Reduced |
| Capstone Investment Advisors, LLC | 6,320 | $1.91M | 0.02% | +5,014+383.9% | Added |
| Miller Capital Partners, Inc. | 6,329 | $1.91M | 0.93% | +953+17.7% | Added |
| Balboa Wealth Partners | 6,333 | $1.92M | 0.32% | −873−12.1% | Reduced |
| Avestar Capital, LLC | 6,340 | $1.92M | 0.13% | −8−0.1% | Reduced |
| First Affirmative Financial Network | 6,358 | $1.92M | 0.75% | +6,358 | New |
| Fairbanks Capital Management, Inc. | 6,366 | $1.93M | 1.21% | +4,796+305.5% | Added |
| S&CO Inc | 6,386 | $1.93M | 0.12% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,386 | $1.93M | 0.16% | +1,729+37.1% | Added |
| Niles Investment Management, LLC | 6,396 | $1.93M | 1.74% | +6,396 | New |
| Parisi Gray Wealth Management | 6,401 | $1.94M | 0.46% | +28+0.4% | Added |
| Norden Group LLC | 6,410 | $1.94M | 0.19% | +1,100+20.7% | Added |
| Center for Financial Planning, Inc. | 6,414 | $1.94M | 0.20% | −200−3.0% | Reduced |
| Fidelis Capital Partners, LLC | 6,414 | $1.94M | 0.14% | +72+1.1% | Added |
| First National Trust Co | 6,441 | $1.95M | 0.07% | +11+0.2% | Added |
| Inkwell Capital LLC | 6,444 | $1.95M | 1.98% | −57−0.9% | Reduced |
| Palisade Asset Management, LLC | 6,449 | $1.95M | 0.20% | −45−0.7% | Reduced |
| Symphony Financial, Ltd. Co. | 6,509 | $1.95M | 0.26% | −300−4.4% | Reduced |
| National Asset Management, Inc. | 6,560 | $1.95M | 0.13% | −986−13.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 6,460 | $1.95M | 0.04% | −1,200−15.7% | Reduced |
| Auxier Asset Management | 6,461 | $1.95M | 0.28% | −50−0.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,485 | $1.96M | 0.02% | −5,675−46.7% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,494 | $1.96M | 0.90% | +1,841+39.6% | Added |
| Cypress Wealth Services, LLC | 6,499 | $1.97M | 0.28% | −182−2.7% | Reduced |
| Bridgeway Capital Management, LLC | 6,500 | $1.97M | 0.04% | −2,350−26.6% | Reduced |
| Lee Danner & Bass Inc | 6,502 | $1.97M | 0.12% | 00.0% | Unchanged |
| First Horizon Corp | 6,506 | $1.97M | 0.08% | −252−3.7% | Reduced |
| Midwest Trust Co | 6,563 | $1.99M | 0.02% | −286−4.2% | Reduced |
| Leonteq Securities AG | 6,570 | $1.99M | 0.12% | +2,430+58.7% | Added |
| GLOBALT Investments LLC | 6,580 | $1.99M | 0.07% | +41+0.6% | Added |
| Apella Capital, LLC | 6,012 | $1.99M | 0.03% | +1,439+31.5% | Added |
| Leavell Investment Management, Inc. | 6,618 | $2.00M | 0.08% | +280+4.4% | Added |
| Qtron Investments LLC | 6,623 | $2.00M | 0.27% | −855−11.4% | Reduced |
| Nixon Peabody Trust Co | 6,627 | $2.00M | 0.16% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,639 | $2.01M | 0.06% | +715+12.1% | Added |
| Camden Capital, LLC | 6,653 | $2.01M | 0.13% | −94−1.4% | Reduced |
| Eagle Capital Management, LLC | 6,692 | $2.02M | 0.80% | −7−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,695 | $2.03M | 0.34% | −379−5.4% | Reduced |
| RMB Capital Management, LLC | 6,697 | $2.03M | 0.04% | +441+7.0% | Added |
| Meridian Wealth Management, LLC | 6,760 | $2.04M | 0.07% | +327+5.1% | Added |
| Icon Wealth Advisors, LLC | 6,487 | $2.05M | 0.13% | −1,727−21.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,779 | $2.05M | 0.46% | −23−0.3% | Reduced |
| Beacon Financial Group | 6,783 | $2.05M | 0.20% | +106+1.6% | Added |
| Fort Point Capital Partners LLC | 6,792 | $2.05M | 0.27% | +135+2.0% | Added |
| Flagship Harbor Advisors, LLC | 6,802 | $2.06M | 0.09% | −488−6.7% | Reduced |
| Krilogy Financial LLC | 6,338 | $2.06M | 0.07% | −98−1.5% | Reduced |
| Baldwin Investment Management, LLC | 6,860 | $2.08M | 0.24% | 00.0% | Unchanged |
| McAdam, LLC | 6,892 | $2.08M | 0.09% | +65+1.0% | Added |
| WealthPlan Investment Management, LLC | 6,896 | $2.09M | 0.12% | +3,119+82.6% | Added |
| Northstar Advisory Group, LLC | 6,917 | $2.09M | 0.80% | +1,574+29.5% | Added |
| Grove Bank & Trust | 6,972 | $2.11M | 0.24% | +893+14.7% | Added |
| Ally Financial Inc. | 7,000 | $2.12M | 0.26% | +7,000 | New |
| Whitaker-Myers Wealth Managers, LTD. | 7,000 | $2.12M | 0.42% | +7,000 | New |
| Piedmont Capital Management, LLC | 7,008 | $2.12M | 1.41% | −4−0.1% | Reduced |
| Ossiam | 7,022 | $2.12M | 0.04% | +20.0% | Added |