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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 7,028 | $2.13M | 0.43% | +93+1.3% | Added |
| Boltwood Capital Management | 7,100 | $2.15M | 0.55% | −35−0.5% | Reduced |
| Harold Davidson & Associates Inc. | 7,112 | $2.15M | 1.04% | −96−1.3% | Reduced |
| South Shore Capital Advisors | 7,157 | $2.16M | 1.58% | −370−4.9% | Reduced |
| Berkshire Bank | 7,190 | $2.17M | 0.45% | +734+11.4% | Added |
| Gen-Wealth Partners Inc | 7,192 | $2.18M | 0.69% | +941+15.1% | Added |
| TIAA Wealth Investment Management LLC | 7,225 | $2.19M | 0.02% | +7,225 | New |
| Veracity Capital LLC | 7,248 | $2.19M | 0.78% | −156−2.1% | Reduced |
| Sawgrass Asset Management LLC | 7,269 | $2.20M | 0.33% | −378−4.9% | Reduced |
| Hillsdale Investment Management Inc. | 7,270 | $2.20M | 0.06% | −4,710−39.3% | Reduced |
| Banque Pictet & Cie SA | 7,278 | $2.20M | 0.03% | −1,863−20.4% | Reduced |
| DSG Capital Advisors, LLC | 7,293 | $2.21M | 0.35% | +956+15.1% | Added |
| Arjuna Capital | 7,295 | $2.21M | 0.56% | +139+1.9% | Added |
| Xcel Wealth Management, LLC | 7,317 | $2.21M | 0.62% | −561−7.1% | Reduced |
| Massmutual Trust Co FSB | 7,335 | $2.22M | 0.06% | −1,604−17.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.22M | 0.90% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,356 | $2.22M | 0.14% | +237+3.3% | Added |
| Element Squared LLC | 7,388 | $2.23M | 1.26% | +7,388 | New |
| Spears Abacus Advisors LLC | 7,426 | $2.25M | 0.04% | +297+4.2% | Added |
| Hall Capital Management Co Inc | 6,988 | $2.26M | 0.81% | +169+2.5% | Added |
| Burke & Herbert Bank & Trust Co | 7,467 | $2.26M | 0.62% | −235−3.1% | Reduced |
| Sapient Capital LLC | 7,486 | $2.26M | 0.03% | +2,043+37.5% | Added |
| OFS Enterprise LLC | 7,520 | $2.27M | 0.67% | +7,520 | New |
| Ferguson Wellman Capital Management, Inc | 7,536 | $2.28M | 0.03% | −709−8.6% | Reduced |
| CenterBook Partners LP | 7,552 | $2.28M | 0.12% | +1,234+19.5% | Added |
| WD Rutherford LLC | 7,553 | $2.28M | 1.02% | +7,553 | New |
| Tilia Fiduciary Partners, Inc. | 7,562 | $2.29M | 1.26% | +464+6.5% | Added |
| Tower Research Capital LLC (TRC) | 7,563 | $2.29M | 0.06% | −22,070−74.5% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 7,569 | $2.29M | 0.15% | +565+8.1% | Added |
| Walter & Keenan Financial Consulting Co | 7,581 | $2.29M | 0.65% | −61−0.8% | Reduced |
| Global Trust Asset Management, LLC | 7,582 | $2.29M | 0.88% | +86+1.1% | Added |
| Moody National Bank Trust Division | 7,595 | $2.30M | 0.22% | −67−0.9% | Reduced |
| NTV Asset Management LLC | 7,628 | $2.31M | 0.25% | −1,027−11.9% | Reduced |
| Jackson Wealth Management, LLC | 7,637 | $2.31M | 0.24% | +125+1.7% | Added |
| BankPlus Trust Department | 7,652 | $2.31M | 0.62% | +3,200+71.9% | Added |
| Confluence Wealth Services, Inc. | 7,702 | $2.33M | 0.09% | +500+6.9% | Added |
| Jennison Associates LLC | 7,717 | $2.33M | 0.00% | −5,103−39.8% | Reduced |
| Chicago Partners Investment Group LLC | 7,019 | $2.34M | 0.05% | +166+2.4% | Added |
| Mutual Advisors, LLC | 7,728 | $2.34M | 0.05% | +18+0.2% | Added |
| Mengis Capital Management, Inc. | 7,790 | $2.36M | 0.41% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 7,817 | $2.36M | 0.43% | −492−5.9% | Reduced |
| Holderness Investments Co | 7,821 | $2.37M | 0.48% | −144−1.8% | Reduced |
| Belpointe Asset Management LLC | 7,853 | $2.38M | 0.09% | +5,029+178.1% | Added |
| Hilltop National Bank | 7,854 | $2.38M | 0.56% | −48−0.6% | Reduced |
| Dover Advisors, LLC | 7,867 | $2.38M | 0.98% | −110−1.4% | Reduced |
| Rothschild Investment LLC | 7,875 | $2.38M | 0.12% | +107+1.4% | Added |
| Vivid Wealth Management, LLC | 7,889 | $2.39M | 0.97% | +20+0.3% | Added |
| Bank of Stockton | 7,941 | $2.40M | 0.74% | −269−3.3% | Reduced |
| Wilkins Investment Counsel Inc | 8,012 | $2.42M | 0.35% | +180+2.3% | Added |
| Mather Group, LLC. | 8,018 | $2.43M | 0.02% | −222−2.7% | Reduced |
| Bank of New Hampshire | 8,068 | $2.44M | 0.56% | −695−7.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,087 | $2.45M | 1.12% | −45−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,088 | $2.45M | 0.19% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 8,102 | $2.45M | 0.82% | −333−3.9% | Reduced |
| Howard Capital Management Group, LLC | 8,126 | $2.46M | 0.16% | −100−1.2% | Reduced |
| Savvy Advisors, Inc. | 8,133 | $2.46M | 0.07% | +731+9.9% | Added |
| Accent Capital Management, LLC | 8,153 | $2.47M | 1.20% | −41−0.5% | Reduced |
| Gateway Investment Advisers LLC | 8,234 | $2.49M | 0.03% | +380+4.8% | Added |
| Hartford Funds Management Co LLC | 8,243 | $2.49M | 0.22% | −924−10.1% | Reduced |
| ProVise Management Group, LLC | 8,300 | $2.51M | 0.18% | −127−1.5% | Reduced |
| Beaumont Financial Advisors, LLC | 8,321 | $2.52M | 0.17% | −85−1.0% | Reduced |
| Tealwood Asset Management Inc | 8,325 | $2.52M | 1.15% | −75−0.9% | Reduced |
| Natural Investments, LLC | 8,331 | $2.52M | 0.62% | +12+0.1% | Added |
| New England Asset Management Inc | 8,340 | $2.52M | 0.32% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 8,346 | $2.52M | 0.27% | −10−0.1% | Reduced |
| BCV Asset Management Inc. | 8,380 | $2.53M | 0.09% | +8,380 | New |
| Asahi Life Asset Management Co., Ltd. | 8,396 | $2.54M | 1.64% | −91−1.1% | Reduced |
| Bridgewater Advisors Inc. | 8,226 | $2.54M | 0.15% | −341−4.0% | Reduced |
| Bigelow Investment Advisors, LLC | 8,409 | $2.54M | 1.02% | −84−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 8,418 | $2.55M | 0.16% | −143−1.7% | Reduced |
| SOA Wealth Advisors, LLC. | 8,426 | $2.55M | 0.48% | −33−0.4% | Reduced |
| Hardy Reed LLC | 8,459 | $2.56M | 0.19% | −77−0.9% | Reduced |
| Principle Wealth Partners LLC | 8,496 | $2.57M | 0.15% | −101−1.2% | Reduced |
| GFG Capital, LLC | 8,523 | $2.58M | 0.82% | +629+8.0% | Added |
| Fire Capital Management LLC | 8,532 | $2.58M | 1.21% | −145−1.7% | Reduced |
| BLB&B Advisors, LLC | 8,573 | $2.59M | 0.11% | −4,126−32.5% | Reduced |
| Citizens National Bank Trust Department | 8,575 | $2.59M | 0.43% | +227+2.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,599 | $2.60M | 0.12% | −1,171−12.0% | Reduced |
| Anchor Investment Management, LLC | 8,624 | $2.61M | 0.22% | −141−1.6% | Reduced |
| Ostrum Asset Management | 8,654 | $2.62M | 0.15% | −379−4.2% | Reduced |
| Northern Financial Advisors Inc | 8,657 | $2.62M | 1.91% | +3,573+70.3% | Added |
| Berkshire Asset Management LLC | 8,658 | $2.62M | 0.11% | +95+1.1% | Added |
| VestGen Advisors, LLC | 8,403 | $2.64M | 0.07% | +721+9.4% | Added |
| Gateway Wealth Partners, LLC | 8,734 | $2.64M | 0.10% | +7,335+524.3% | Added |
| Cannon Advisors, Inc. | 8,748 | $2.65M | 1.96% | +30+0.3% | Added |
| LGT Group Foundation | 8,765 | $2.65M | 0.03% | −13,985−61.5% | Reduced |
| Banco Santander, S.A. | 8,772 | $2.65M | 0.02% | −11,176−56.0% | Reduced |
| Notis-McConarty Edward | 8,779 | $2.66M | 1.32% | +835+10.5% | Added |
| Nations Financial Group Inc, | 8,807 | $2.66M | 0.14% | +1,932+28.1% | Added |
| Investors Asset Management of Georgia Inc | 8,830 | $2.67M | 1.09% | +300+3.5% | Added |
| PFG Investments, LLC | 8,840 | $2.67M | 0.12% | +1,058+13.6% | Added |
| Profund Advisors LLC | 8,868 | $2.68M | 0.10% | −1,199−11.9% | Reduced |
| Lodestone Wealth Management LLC | 8,888 | $2.69M | 1.07% | −308−3.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,893 | $2.69M | 0.09% | −216−2.4% | Reduced |
| MCF Advisors LLC | 8,895 | $2.69M | 0.12% | +2,537+39.9% | Added |
| TCW Group Inc | 8,901 | $2.69M | 0.02% | +403+4.7% | Added |
| Inlet Private Wealth, LLC | 8,915 | $2.70M | 0.69% | −930−9.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,942 | $2.70M | 1.32% | −330−3.6% | Reduced |
| Eads & Heald Wealth Management | 8,944 | $2.71M | 1.35% | −132−1.5% | Reduced |
| Intrinsic Value Partners, LLC | 8,975 | $2.71M | 2.09% | −318−3.4% | Reduced |