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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Guardian Capital LP | 8,988 | $2.72M | 0.07% | 00.0% | Unchanged |
| IFC Advisors LLC | 8,995 | $2.72M | 0.39% | −27−0.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 9,000 | $2.72M | 0.09% | −800−8.2% | Reduced |
| Syon Capital LLC | 9,006 | $2.72M | 0.14% | +459+5.4% | Added |
| SBI Securities Co., Ltd. | 9,036 | $2.73M | 0.08% | +132+1.5% | Added |
| Red Door Wealth Management, LLC | 9,055 | $2.74M | 0.28% | +305+3.5% | Added |
| Moneta Group Investment Advisors LLC | 9,057 | $2.74M | 0.02% | −72−0.8% | Reduced |
| Applied Capital LLC | 9,068 | $2.74M | 2.00% | −156−1.7% | Reduced |
| Aigen Investment Management, LP | 9,075 | $2.75M | 0.71% | +6,201+215.8% | Added |
| Lebenthal Global Advisors, LLC | 9,099 | $2.75M | 0.40% | +1,109+13.9% | Added |
| Trustco Bank Corp N Y | 9,125 | $2.76M | 2.45% | +80+0.9% | Added |
| Catalytic Wealth RIA, LLC | 9,144 | $2.77M | 0.11% | +113+1.3% | Added |
| Vanguard National Trust Co | 9,152 | $2.77M | 0.17% | +9,152 | New |
| AustralianSuper Pty Ltd | 9,176 | $2.78M | 0.01% | −1,459−13.7% | Reduced |
| Prosperity Consulting Group, LLC | 9,177 | $2.78M | 0.12% | +22+0.2% | Added |
| Peoples Financial Services Corp. | 9,189 | $2.78M | 1.32% | −385−4.0% | Reduced |
| Solitude Financial Services | 8,473 | $2.79M | 0.82% | +2,000+30.9% | Added |
| Mindset Wealth Management, LLC | 9,218 | $2.79M | 0.75% | +179+2.0% | Added |
| Unifi Asset Management LP | 9,233 | $2.79M | 1.60% | +9,233 | New |
| Uhlmann Price Securities, LLC | 9,296 | $2.81M | 0.19% | +9,296 | New |
| Kimelman & Baird, LLC | 9,291 | $2.81M | 0.23% | +3,204+52.6% | Added |
| Harbor Capital Advisors, Inc. | 9,301 | $2.81M | 0.23% | −2,592−21.8% | Reduced |
| Twin Capital Management Inc | 9,302 | $2.81M | 0.36% | +88+1.0% | Added |
| Tema ETFs LLC | 9,364 | $2.83M | 0.19% | +42+0.5% | Added |
| NVWM, LLC | 9,388 | $2.84M | 0.63% | +137+1.5% | Added |
| Institute for Wealth Management, LLC. | 9,433 | $2.85M | 0.31% | −165−1.7% | Reduced |
| Rehmann Capital Advisory Group | 9,481 | $2.87M | 0.15% | −88−0.9% | Reduced |
| QV Investors Inc. | 9,510 | $2.88M | 0.23% | −210−2.2% | Reduced |
| SWP Investment Management LLC | 9,548 | $2.89M | 2.16% | +3,500+57.9% | Added |
| TAGStone Capital, Inc. | 9,578 | $2.90M | 1.02% | +21+0.2% | Added |
| Parkshore Wealth Management, Inc. | 9,580 | $2.90M | 0.97% | +22+0.2% | Added |
| Cito Capital Group, LLC | 9,605 | $2.90M | 0.89% | +500+5.5% | Added |
| Harbour Investments, Inc. | 9,614 | $2.91M | 0.04% | +3,600+59.9% | Added |
| Private Wealth Partners, LLC | 9,675 | $2.93M | 0.23% | +1,073+12.5% | Added |
| TD Private Client Wealth LLC | 9,715 | $2.94M | 0.06% | −3,236−25.0% | Reduced |
| Western Wealth Management, LLC | 9,716 | $2.94M | 0.11% | +1,287+15.3% | Added |
| Cornerstone Planning, LLC | 9,714 | $2.94M | 0.66% | −899−8.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,730 | $2.94M | 0.19% | −4,159−29.9% | Reduced |
| Pettee Investors, Inc. | 9,143 | $2.95M | 1.52% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 9,772 | $2.96M | 1.14% | −151−1.5% | Reduced |
| Dempze Nancy E | 9,789 | $2.96M | 1.63% | +1,778+22.2% | Added |
| Moors & Cabot, Inc. | 9,834 | $2.97M | 0.13% | +18+0.2% | Added |
| Peak Financial Advisors LLC | 9,862 | $2.98M | 1.32% | +319+3.3% | Added |
| Doheny Asset Management | 9,861 | $2.98M | 1.94% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,892 | $2.99M | 0.11% | +1,110+12.6% | Added |
| Knuff & Co LLC | 9,950 | $3.01M | 0.91% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 9,965 | $3.01M | 0.11% | +323+3.3% | Added |
| Union Heritage Capital, LLC | 9,968 | $3.02M | 1.12% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 9,974 | $3.02M | 1.56% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,990 | $3.02M | 0.88% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9,993 | $3.02M | 1.67% | +87+0.9% | Added |
| Cunning Capital Partners, LP | 10,012 | $3.03M | 1.54% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 10,014 | $3.03M | 0.03% | −594−5.6% | Reduced |
| Smartleaf Asset Management LLC | 10,190 | $3.03M | 0.11% | −114−1.1% | Reduced |
| Osborne Partners Capital Management, LLC | 10,027 | $3.03M | 0.16% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,026 | $3.03M | 0.11% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 10,052 | $3.04M | 0.98% | +1,300+14.9% | Added |
| Carl P. Sherr & Co., LLC | 10,111 | $3.06M | 1.44% | −103−1.0% | Reduced |
| Empower Advisory Group, LLC | 10,144 | $3.07M | 0.01% | −1,365−11.9% | Reduced |
| Argent Advisors, Inc. | 10,195 | $3.08M | 0.84% | +53+0.5% | Added |
| Texas Bank & Trust Co | 10,241 | $3.10M | 1.16% | −470−4.4% | Reduced |
| Connable Office Inc | 10,427 | $3.15M | 0.31% | +7+0.1% | Added |
| IKE Capital, LLC | 10,456 | $3.16M | 1.79% | −493−4.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,457 | $3.16M | 0.08% | +774+8.0% | Added |
| Ashton Thomas Private Wealth, LLC | 10,458 | $3.16M | 0.07% | −1,754−14.4% | Reduced |
| Smithfield Trust Co | 10,475 | $3.17M | 0.14% | −14−0.1% | Reduced |
| KCM Investment Advisors LLC | 10,491 | $3.17M | 0.11% | +91+0.9% | Added |
| Penn Davis McFarland Inc | 10,546 | $3.19M | 0.31% | −30−0.3% | Reduced |
| Webster Bank, N. A. | 10,547 | $3.19M | 0.30% | −18−0.2% | Reduced |
| Level Four Advisory Services, LLC | 10,549 | $3.19M | 0.10% | −1,343−11.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,550 | $3.19M | 0.47% | +160+1.5% | Added |
| Insigneo Advisory Services, LLC | 10,557 | $3.19M | 0.23% | +804+8.2% | Added |
| G&S Capital LLC | 10,588 | $3.20M | 1.13% | −247−2.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,592 | $3.20M | 0.86% | −55−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 10,622 | $3.21M | 0.45% | +1,772+20.0% | Added |
| Canandaigua National Corp | 10,625 | $3.21M | 0.29% | +10,625 | New |
| Arista Wealth Management, LLC | 10,625 | $3.21M | 0.39% | −47−0.4% | Reduced |
| Independent Financial Group, LLC | 10,640 | $3.22M | 0.07% | −946−8.2% | Reduced |
| Cullen Investment Group, Ltd. | 10,670 | $3.23M | 0.43% | +30.0% | Added |
| Bull Street Advisors, LLC | 10,673 | $3.23M | 1.60% | −155−1.4% | Reduced |
| Atomi Financial Group, Inc. | 10,674 | $3.23M | 0.10% | +832+8.5% | Added |
| Parkside Financial Bank & Trust | 10,694 | $3.23M | 0.25% | −10−0.1% | Reduced |
| Banyan Capital Management, Inc. | 10,700 | $3.24M | 1.39% | −1,551−12.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,710 | $3.24M | 1.88% | −85−0.8% | Reduced |
| SCS Capital Management LLC | 10,720 | $3.24M | 0.03% | −907−7.8% | Reduced |
| Tudor Investment Corp Et Al | 10,726 | $3.24M | 0.02% | +10,726 | New |
| Elefante Mark B | 10,730 | $3.25M | 1.79% | +4,088+61.5% | Added |
| 2Xideas AG | 10,745 | $3.25M | 1.27% | −716−6.2% | Reduced |
| Bank Ozk | 10,758 | $3.25M | 1.15% | +580+5.7% | Added |
| Quantitative Investment Management, LLC | 10,765 | $3.26M | 0.34% | +10,765 | New |
| Mission Wealth Management, LP | 10,798 | $3.27M | 0.07% | +306+2.9% | Added |
| Fruth Investment Management | 10,870 | $3.29M | 0.82% | −110−1.0% | Reduced |
| HBK Sorce Advisory LLC | 10,428 | $3.30M | 0.07% | +307+3.0% | Added |
| KWB Wealth | 8,944 | $3.31M | 0.33% | −820−8.4% | Reduced |
| Sprucegrove Investment Management Ltd | 10,953 | $3.31M | 0.53% | −2,779−20.2% | Reduced |
| Wesbanco Bank Inc | 11,015 | $3.33M | 0.09% | −799−6.8% | Reduced |
| St. Johns Investment Management Company, LLC | 11,021 | $3.33M | 1.40% | +508+4.8% | Added |
| RMR Wealth Builders | 11,093 | $3.36M | 0.26% | +1,479+15.4% | Added |
| Vestcor Inc | 11,121 | $3.36M | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,142 | $3.37M | 0.15% | +128+1.2% | Added |