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
- 1,227 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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Mosley Wealth Management | 70 | $23.3K | 0.01% | +70 | New |
| Estabrook Capital Management | 77 | $23.3K | 0.00% | +6+8.5% | Added |
| Atomic Invest LLC | 80 | $23.8K | 0.01% | −48−37.5% | Reduced |
| Hoese & Co LLP | 80 | $24.2K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 82 | $24.8K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 82 | $24.8K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 83 | $25.1K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 84 | $25.4K | 0.01% | +52+162.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 85 | $25.7K | 0.01% | +62+269.6% | Added |
| Operose Advisors LLC | 88 | $26.6K | 0.01% | +58+193.3% | Added |
| YANKCOM Partnership | 88 | $26.6K | 0.01% | −120−57.7% | Reduced |
| Meeder Asset Management Inc | 90 | $27.2K | 0.00% | −31−25.6% | Reduced |
| Loomis Sayles & Co L P | 97 | $29.3K | 0.00% | −39−28.7% | Reduced |
| Joseph Group Capital Management | 97 | $29.3K | 0.01% | +27+38.6% | Added |
| True Wealth Design, LLC | 98 | $29.8K | 0.01% | +54+122.7% | Added |
| Avalon Trust Co | 100 | $30.2K | 0.00% | −139−58.2% | Reduced |
| ROSS\JOHNSON & Associates LLC | 100 | $30.2K | 0.55% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $30.2K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $30.2K | 0.02% | +40+66.7% | Added |
| Granite FO LLC | 104 | $31.5K | 0.02% | 00.0% | Unchanged |
| Swiss Re Ltd | 105 | $31.8K | 0.19% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $31.8K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 106 | $32.1K | 0.02% | +39+58.2% | Added |
| Whipplewood Advisors, LLC | 106 | $32.1K | 0.02% | +102+2,550.0% | Added |
| Evergreen Advisors, LLC | 109 | $32.9K | 0.01% | +109 | New |
| Entrust Financial LLC | 111 | $33.6K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 115 | $34.8K | 0.02% | +32+38.6% | Added |
| Wilkerson Advisory Group LLC | 117 | $35.4K | 0.01% | +38+48.1% | Added |
| American Capital Advisory, LLC | 120 | $36.2K | 0.01% | +1+0.8% | Added |
| Solstein Capital, LLC | 121 | $36.6K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 113 | $36.6K | 0.01% | −50−30.7% | Reduced |
| Abound Financial, LLC | 122 | $37.0K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Management | 124 | $37.6K | 0.02% | +124 | New |
| Nexus Investment Management ULC | 125 | $37.8K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 125 | $37.8K | 0.03% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 126 | $38.1K | 0.02% | −14−10.0% | Reduced |
| Magnolia Wealth Management, LLC | 129 | $39.0K | 0.02% | +129 | New |
| Canton Hathaway, LLC | 130 | $39.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 130 | $39.4K | 0.01% | +130 | New |
| Financial Life Planners | 131 | $39.5K | 0.03% | +131 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 131 | $39.6K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 132 | $39.8K | 0.01% | +5+3.9% | Added |
| Financial Connections Group, Inc. | 134 | $40.0K | 0.01% | −31−18.8% | Reduced |
| Birchwood Financial Partners, Inc. | 133 | $40.4K | 0.04% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 134 | $40.5K | 0.03% | 00.0% | Unchanged |
| Roxbury Financial LLC | 144 | $43.5K | 0.04% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 145 | $43.8K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 146 | $44.2K | 0.01% | −134−47.9% | Reduced |
| GoalVest Advisory LLC | 153 | $46.3K | 0.01% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 154 | $46.6K | 0.03% | +154 | New |
| Scarborough Advisors, LLC | 154 | $46.7K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 142 | $46.9K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 157 | $47.5K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 158 | $47.8K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 163 | $49.3K | 0.02% | +67+69.8% | Added |
| Riverview Trust Co | 169 | $51.1K | 0.06% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 171 | $51.8K | 0.05% | −2−1.2% | Reduced |
| Adkins Seale Capital Management LLC | 175 | $52.9K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 178 | $53.8K | 0.01% | −7−3.8% | Reduced |
| 1 North Wealth Services LLC | 178 | $53.8K | 0.02% | +40+29.0% | Added |
| Robinswood Financial LLC | 182 | $55.3K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 183 | $55.4K | 0.01% | −14−7.1% | Reduced |
| Fortitude Family Office, LLC | 184 | $55.7K | 0.01% | −534−74.4% | Reduced |
| Kilter Group LLC | 187 | $56.6K | 0.02% | −15−7.4% | Reduced |
| Covestor Ltd | 188 | $57.0K | 0.04% | −74−28.2% | Reduced |
| Ironwood Wealth Management, Inc. | 180 | $57.2K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 190 | $57.5K | 0.05% | −2−1.0% | Reduced |
| Noble Wealth Management PBC | 190 | $57.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 199 | $60.2K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 199 | $60.2K | 0.01% | +23+13.1% | Added |
| Chelsea Counsel Co | 200 | $60.5K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $60.5K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $60.5K | 0.03% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 201 | $60.8K | 0.05% | +50+33.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 203 | $61.4K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 210 | $63.5K | 0.05% | −2−0.9% | Reduced |
| PFS Partners, LLC | 211 | $63.9K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 211 | $64.0K | 0.01% | +3+1.4% | Added |
| Ogorek Anthony Joseph | 213 | $64.0K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 220 | $66.5K | 0.06% | 00.0% | Unchanged |
| Sachetta, LLC | 221 | $66.7K | 0.04% | −15−6.4% | Reduced |
| Rational Advisors LLC | 224 | $67.8K | 0.01% | −5,980−96.4% | Reduced |
| First Pacific Financial | 224 | $67.9K | 0.01% | +16+7.7% | Added |
| Hilton Head Capital Partners, LLC | 226 | $68.4K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 231 | $69.9K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 230 | $70.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 232 | $70.1K | 0.02% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 240 | $72.5K | 0.07% | +15+6.7% | Added |
| McGuire Capital Advisors Inc | 242 | $73.1K | 0.05% | −6−2.4% | Reduced |
| Founders Capital Management | 250 | $75.6K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 250 | $75.6K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 256 | $77.3K | 0.01% | +1+0.4% | Added |
| Abound Wealth Management | 261 | $79.0K | 0.02% | −16−5.8% | Reduced |
| Wiser Advisor Group LLC | 266 | $80.5K | 0.10% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 268 | $81.1K | 0.07% | −2−0.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 270 | $81.7K | 0.03% | +95+54.3% | Added |
| Evelyn Partners Asset Management Ltd | 275 | $83.2K | 0.02% | +237+623.7% | Added |
| Boreal Capital Management LLC | 286 | $86.5K | 0.08% | −50−14.9% | Reduced |
| Global Wealth Strategies & Associates | 286 | $86.5K | 0.02% | +6+2.1% | Added |
| Graney & King, LLC | 293 | $88.8K | 0.05% | 00.0% | Unchanged |