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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 11,204 | $3.39M | 0.07% | −92−0.8% | Reduced |
| Jacobi Capital Management LLC | 11,221 | $3.39M | 0.19% | −67−0.6% | Reduced |
| Evergreen Capital Management LLC | 11,241 | $3.40M | 0.07% | −5,525−33.0% | Reduced |
| LGT Fund Management Co Ltd. | 11,286 | $3.41M | 0.15% | +8,148+259.7% | Added |
| SIH Partners, LLLP | 11,291 | $3.42M | 0.11% | +11,291 | New |
| Family Capital Trust Co | 11,318 | $3.42M | 1.24% | −40.0% | Reduced |
| Evoke Wealth, LLC | 11,320 | $3.42M | 0.06% | −857−7.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,340 | $3.43M | 0.17% | −57−0.5% | Reduced |
| RB Capital Management, LLC | 11,347 | $3.43M | 0.73% | +644+6.0% | Added |
| Golden State Equity Partners | 11,349 | $3.43M | 0.26% | +7,957+234.6% | Added |
| Birinyi Associates Inc | 11,360 | $3.44M | 0.94% | +4,110+56.7% | Added |
| Game Plan Financial Advisors, LLC | 11,382 | $3.44M | 1.55% | −10−0.1% | Reduced |
| Capital International Ltd | 11,475 | $3.47M | 0.13% | +1,170+11.4% | Added |
| Gsa Capital Partners LLP | 11,500 | $3.48M | 0.22% | +10,667+1,280.6% | Added |
| Daymark Wealth Partners, LLC | 11,526 | $3.49M | 0.11% | +276+2.5% | Added |
| Aristotle Capital Management, LLC | 11,530 | $3.49M | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 11,534 | $3.49M | 0.36% | −268−2.3% | Reduced |
| Spartan Wealth Advisory Services LLC | 11,545 | $3.49M | 0.31% | +11,545 | New |
| Broderick Brian C | 11,580 | $3.50M | 0.65% | +1,677+16.9% | Added |
| Invesco, LLC | 11,596 | $3.51M | 1.23% | −44−0.4% | Reduced |
| Boston Common Asset Management, LLC | 11,625 | $3.52M | 0.23% | −134−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 11,713 | $3.54M | 1.08% | +11,713 | New |
| Old National Bancorp | 11,727 | $3.55M | 0.06% | −12,516−51.6% | Reduced |
| Fiduciary Alliance LLC | 10,800 | $3.55M | 0.21% | −2,474−18.6% | Reduced |
| Pensionmark Financial Group, LLC | 11,776 | $3.56M | 0.06% | −70−0.6% | Reduced |
| Insight Inv LLC | 11,789 | $3.57M | 1.95% | −75−0.6% | Reduced |
| Columbia Asset Management | 11,794 | $3.57M | 0.68% | −64−0.5% | Reduced |
| Compass Wealth Management LLC | 11,861 | $3.59M | 0.89% | −702−5.6% | Reduced |
| BCS Private Wealth Management, Inc. | 11,942 | $3.61M | 1.10% | +3,292+38.1% | Added |
| Salvus Wealth Management, LLC | 11,958 | $3.62M | 2.10% | −125−1.0% | Reduced |
| Independent Investors Inc | 12,000 | $3.63M | 0.72% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,029 | $3.64M | 0.10% | +1,419+13.4% | Added |
| BDF-Gestion | 12,086 | $3.66M | 0.49% | 00.0% | Unchanged |
| Karani Asset Management LLC | 12,093 | $3.66M | 3.20% | +214+1.8% | Added |
| Teachers Insurance & Annuity Association of America | 12,139 | $3.67M | 4.60% | −291−2.3% | Reduced |
| Conscious Wealth Investments, LLC | 11,181 | $3.68M | 2.05% | −38−0.3% | Reduced |
| Fiduciary Family Office, LLC | 12,191 | $3.69M | 1.05% | +3,271+36.7% | Added |
| Woodbridge Co Ltd | 12,224 | $3.70M | 0.01% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 12,242 | $3.70M | 0.49% | +268+2.2% | Added |
| Mirabaud Asset Management Ltd | 12,501 | $3.72M | 3.06% | −9,517−43.2% | Reduced |
| Investment Advisory Services Inc | 12,415 | $3.76M | 1.19% | −181−1.4% | Reduced |
| Plimoth Trust Co LLC | 12,442 | $3.76M | 0.84% | +739+6.3% | Added |
| Horizon Investment Services, LLC | 12,571 | $3.80M | 1.32% | −350−2.7% | Reduced |
| Birmingham Capital Management Co Inc | 12,650 | $3.83M | 1.61% | −625−4.7% | Reduced |
| Evercore Wealth Management, LLC | 12,652 | $3.83M | 0.06% | −1,229−8.9% | Reduced |
| Wedmont Private Capital | 12,172 | $3.85M | 0.12% | −123−1.0% | Reduced |
| XTX Topco Ltd | 12,764 | $3.86M | 0.07% | −455−3.4% | Reduced |
| Strata Wealth Advisors, LLC | 12,801 | $3.87M | 1.06% | −43−0.3% | Reduced |
| Greenfield Savings Bank | 12,815 | $3.88M | 1.65% | −27−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,829 | $3.88M | 0.13% | −712−5.3% | Reduced |
| Occudo Quantitative Strategies LP | 12,047 | $3.89M | 0.21% | +12,047 | New |
| Smith, Salley & Associates | 12,947 | $3.92M | 0.20% | −10.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,049 | $3.95M | 0.27% | −101−0.8% | Reduced |
| Buckhead Capital Management LLC | 13,054 | $3.95M | 1.49% | −236−1.8% | Reduced |
| Empire Financial Management Company, LLC | 13,087 | $3.96M | 0.89% | −1,947−13.0% | Reduced |
| Change Path, LLC | 13,124 | $3.97M | 0.09% | −500−3.7% | Reduced |
| TCTC Holdings, LLC | 13,127 | $3.97M | 0.11% | −572−4.2% | Reduced |
| Midwest Professional Planners, LTD. | 13,217 | $4.00M | 0.94% | +122+0.9% | Added |
| Central Pacific Bank - Trust Division | 13,223 | $4.00M | 0.51% | −66−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 13,239 | $4.00M | 0.19% | −355−2.6% | Reduced |
| Crestwood Advisors Group LLC | 13,277 | $4.02M | 0.07% | −990−6.9% | Reduced |
| Bryn Mawr Trust Co | 13,369 | $4.04M | 0.10% | −236−1.7% | Reduced |
| Haverford Trust Co | 13,377 | $4.05M | 0.04% | −608−4.3% | Reduced |
| Grandfield & Dodd, LLC | 13,386 | $4.05M | 0.23% | +100+0.8% | Added |
| RFG Advisory, LLC | 13,613 | $4.12M | 0.08% | +523+4.0% | Added |
| Legacy Financial Independent Advisors LLC | 13,624 | $4.12M | 2.14% | +13,624 | New |
| Stone Point Wealth LLC | 13,636 | $4.12M | 1.15% | −616−4.3% | Reduced |
| Stonebridge Financial Group, LLC | 13,639 | $4.13M | 0.34% | +12,521+1,119.9% | Added |
| Constitution Capital LLC | 13,675 | $4.14M | 2.07% | +400+3.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,704 | $4.15M | 0.54% | +124+0.9% | Added |
| EFG International AG | 13,705 | $4.15M | 0.09% | −6,207−31.2% | Reduced |
| Kidder Stephen W | 13,730 | $4.15M | 1.22% | +2,612+23.5% | Added |
| Parallel Advisors, LLC | 13,784 | $4.17M | 0.08% | +209+1.5% | Added |
| Sowell Financial Services LLC | 13,797 | $4.17M | 0.15% | +1,791+14.9% | Added |
| NorthRock Partners, LLC | 13,797 | $4.17M | 0.07% | −612−4.2% | Reduced |
| Wynn Capital, LLC | 13,818 | $4.18M | 2.15% | −158−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,833 | $4.18M | 0.98% | −2,270−14.1% | Reduced |
| Clear Trail Advisors, LLC | 13,840 | $4.19M | 0.70% | +323+2.4% | Added |
| Journey Advisory Group, LLC | 13,863 | $4.19M | 0.36% | −503−3.5% | Reduced |
| Chicago Capital, LLC | 13,934 | $4.21M | 0.11% | +202+1.5% | Added |
| Joel Isaacson & Co., LLC | 13,942 | $4.22M | 0.14% | +56+0.4% | Added |
| Colter Lewis Investment Partners LLC | 13,955 | $4.22M | 3.97% | −10,015−41.8% | Reduced |
| Brendel Financial Advisors LLC | 13,960 | $4.22M | 2.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,980 | $4.23M | 0.07% | +31+0.2% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 14,000 | $4.23M | 0.93% | +14,000 | New |
| Wright Investors Service Inc | 14,034 | $4.25M | 1.34% | −2,593−15.6% | Reduced |
| Ritholtz Wealth Management | 14,077 | $4.26M | 0.07% | +78+0.6% | Added |
| GAMMA Investing LLC | 14,093 | $4.26M | 0.20% | −364−2.5% | Reduced |
| FORA Capital, LLC | 14,114 | $4.27M | 0.31% | +14,114 | New |
| West Michigan Advisors, LLC | 14,126 | $4.27M | 0.94% | +4,420+45.5% | Added |
| Winton Group Ltd | 14,185 | $4.29M | 0.15% | +14,185 | New |
| Bell & Brown Wealth Advisors, LLC | 14,284 | $4.32M | 1.40% | −316−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,304 | $4.33M | 0.04% | +12,223+587.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 14,325 | $4.33M | 0.45% | +578+4.2% | Added |
| Brighton Jones LLC | 14,328 | $4.33M | 0.10% | +14,328 | New |
| Hartline Investment Corp | 14,349 | $4.34M | 0.48% | +235+1.7% | Added |
| Los Angeles Capital Management LLC | 14,389 | $4.35M | 0.02% | −263,182−94.8% | Reduced |
| Wealthspire Advisors, LLC | 14,417 | $4.36M | 0.03% | +132+0.9% | Added |
| Skopos Labs, Inc. | 14,428 | $4.36M | 0.14% | +3,673+34.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,454 | $4.37M | 0.30% | 00.0% | Unchanged |