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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 14,480 | $4.38M | 0.04% | −2,497−14.7% | Reduced |
| Coastal Bridge Advisors, LLC | 14,509 | $4.39M | 0.31% | −545−3.6% | Reduced |
| Securian Asset Management, Inc | 14,510 | $4.39M | 0.17% | −100−0.7% | Reduced |
| Benedict Financial Advisors Inc | 14,517 | $4.39M | 0.91% | −58−0.4% | Reduced |
| Aviance Capital Partners, LLC | 14,527 | $4.39M | 0.51% | −11−0.1% | Reduced |
| Delaney Dennis R | 14,549 | $4.40M | 1.56% | +7,133+96.2% | Added |
| Clarkston Capital Partners, LLC | 14,664 | $4.44M | 0.34% | −116,166−88.8% | Reduced |
| Frank, Rimerman Advisors LLC | 14,666 | $4.44M | 0.29% | −96−0.7% | Reduced |
| Sumitomo Life Insurance Co | 14,745 | $4.46M | 0.10% | −558−3.6% | Reduced |
| Park National Corp | 14,771 | $4.47M | 0.14% | −1,555−9.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,817 | $4.48M | 0.09% | −82−0.6% | Reduced |
| MUFG Securities Americas Inc. | 14,819 | $4.48M | 0.29% | +344+2.4% | Added |
| Intesa Sanpaolo Wealth Management | 14,877 | $4.50M | 1.10% | −4,767−24.3% | Reduced |
| Trust Co of Toledo NA | 14,884 | $4.50M | 0.43% | +3,123+26.6% | Added |
| Brevan Howard Capital Management LP | 14,889 | $4.50M | 0.05% | −2,269−13.2% | Reduced |
| Oppenheimer Asset Management Inc. | 14,909 | $4.51M | 0.05% | +14,909 | New |
| Hennion & Walsh Asset Management, Inc. | 14,952 | $4.52M | 0.15% | −707−4.5% | Reduced |
| IHT Wealth Management, LLC | 15,016 | $4.54M | 0.11% | +2,280+17.9% | Added |
| South State Corp. | 15,054 | $4.55M | 0.21% | −229−1.5% | Reduced |
| Asio Capital, LLC | 15,069 | $4.56M | 0.64% | +3,508+30.3% | Added |
| NBT Bank N A | 15,083 | $4.56M | 0.30% | −625−4.0% | Reduced |
| Nemes Rush Group LLC | 15,109 | $4.57M | 0.44% | −83−0.5% | Reduced |
| Hodges Capital Management Inc. | 15,190 | $4.59M | 0.38% | −599−3.8% | Reduced |
| BKD Wealth Advisors, LLC | 15,192 | $4.60M | 0.09% | −45−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 15,232 | $4.61M | 0.72% | +682+4.7% | Added |
| Mathes Company, Inc. | 15,285 | $4.62M | 1.69% | +562+3.8% | Added |
| Beacon Investment Advisors LLC | 15,385 | $4.65M | 1.76% | +6,851+80.3% | Added |
| Cookson Peirce & Co Inc | 15,425 | $4.67M | 0.20% | −161,533−91.3% | Reduced |
| CoreCap Advisors, LLC | 15,431 | $4.67M | 0.16% | −100−0.6% | Reduced |
| Banque Transatlantique SA | 15,545 | $4.73M | 0.11% | −11,107−41.7% | Reduced |
| North Dakota State Investment Board | 15,649 | $4.73M | 0.20% | −3,194−17.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,882 | $4.77M | 0.15% | −5,987−27.4% | Reduced |
| Everence Capital Management Inc | 15,794 | $4.78M | 0.29% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 15,869 | $4.80M | 0.58% | −1,640−9.4% | Reduced |
| IMC-Chicago, LLC | 15,934 | $4.82M | 0.07% | +15,934 | New |
| Valeo Financial Advisors, LLC | 16,039 | $4.85M | 0.12% | −2,431−13.2% | Reduced |
| Brave Asset Management Inc | 16,064 | $4.86M | 1.15% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 16,234 | $4.91M | 1.18% | −89−0.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 16,089 | $4.92M | 0.54% | +721+4.7% | Added |
| Puzo Michael J | 16,286 | $4.93M | 1.43% | +1,368+9.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,380 | $4.95M | 0.14% | −36−0.2% | Reduced |
| WP Advisors, LLC | 16,406 | $4.96M | 1.28% | −86−0.5% | Reduced |
| Vertrix Wealth Management, LLC | 16,457 | $4.98M | 1.83% | +16,457 | New |
| Canoe Financial LP | 16,500 | $4.99M | 0.07% | −303,244−94.8% | Reduced |
| Zhang Financial LLC | 16,572 | $5.01M | 0.17% | +16,572 | New |
| Apollon Wealth Management, LLC | 16,593 | $5.02M | 0.08% | −591−3.4% | Reduced |
| Farther Finance Advisors, LLC | 16,663 | $5.02M | 0.05% | +1,108+7.1% | Added |
| Resonant Capital Advisors, LLC | 16,643 | $5.03M | 0.26% | +121+0.7% | Added |
| Greenleaf Trust | 16,702 | $5.05M | 0.05% | +534+3.3% | Added |
| Signaturefd, LLC | 16,719 | $5.06M | 0.08% | +334+2.0% | Added |
| Rathbone Brothers plc | 16,740 | $5.06M | 0.02% | +7,320+77.7% | Added |
| BNC Wealth Management, LLC | 16,752 | $5.07M | 1.41% | +294+1.8% | Added |
| Ghe, LLC | 16,782 | $5.08M | 2.11% | −1,220−6.8% | Reduced |
| Stephens Inc | 16,783 | $5.08M | 0.06% | −1,488−8.1% | Reduced |
| Elgethun Capital Management | 16,876 | $5.10M | 0.84% | −163−1.0% | Reduced |
| Boston Family Office LLC | 16,935 | $5.12M | 0.34% | +4,025+31.2% | Added |
| Canada Post Corp Registered Pension Plan | 16,949 | $5.13M | 0.20% | −2,559−13.1% | Reduced |
| Morton Community Bank | 17,027 | $5.15M | 1.12% | +385+2.3% | Added |
| Dynamic Advisor Solutions LLC | 17,064 | $5.16M | 0.16% | +405+2.4% | Added |
| CFC Planning Co LLC | 17,134 | $5.18M | 3.74% | −355−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,137 | $5.18M | 0.08% | −31−0.2% | Reduced |
| Titiun Yejiel | 17,231 | $5.21M | 5.28% | +6,231+56.6% | Added |
| Guggenheim Capital LLC | 17,319 | $5.24M | 0.04% | −3,629−17.3% | Reduced |
| Meeder Advisory Services, Inc. | 17,340 | $5.24M | 0.22% | +726+4.4% | Added |
| Tower Bridge Advisors | 17,349 | $5.25M | 0.51% | +565+3.4% | Added |
| Emerald Investment Advisers, LLC | 17,375 | $5.26M | 0.47% | +17,375 | New |
| Nordwand Advisors, LLC | 17,386 | $5.26M | 0.92% | +455+2.7% | Added |
| Numerai GP LLC | 17,394 | $5.26M | 0.53% | +14,745+556.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17,429 | $5.27M | 0.02% | +9,242+112.9% | Added |
| Conning Inc. | 17,492 | $5.29M | 0.18% | +2,701+18.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,500 | $5.29M | 0.31% | +17,500 | New |
| Kanawha Capital Management LLC | 17,685 | $5.35M | 0.38% | +865+5.1% | Added |
| IFP Advisors, Inc | 17,698 | $5.35M | 0.11% | +7,998+82.5% | Added |
| Hamilton Capital Partners Inc. | 17,750 | $5.37M | 0.18% | +1,950+12.3% | Added |
| Callahan Advisors, LLC | 17,829 | $5.39M | 0.45% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 17,863 | $5.40M | 0.82% | +1,353+8.2% | Added |
| Seizert Capital Partners, LLC | 17,884 | $5.41M | 0.25% | −271−1.5% | Reduced |
| Sagewood Asset Management LP | 17,918 | $5.42M | 1.70% | −97−0.5% | Reduced |
| Pacifica Capital Investments, LLC | 17,993 | $5.44M | 1.85% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18,059 | $5.46M | 0.25% | −10.0% | Reduced |
| Trinity Legacy Partners, LLC | 16,833 | $5.50M | 1.19% | +557+3.4% | Added |
| TKG Advisors, LLC | 18,271 | $5.53M | 2.28% | +153+0.8% | Added |
| Journey Strategic Wealth LLC | 18,388 | $5.56M | 0.14% | +328+1.8% | Added |
| Kerusso Capital Management LLC | 18,422 | $5.57M | 2.79% | −1,308−6.6% | Reduced |
| AE Wealth Management LLC | 18,439 | $5.58M | 0.03% | +2,211+13.6% | Added |
| Arq Wealth Advisors, LLC | 18,458 | $5.58M | 1.01% | +16,172+707.4% | Added |
| Verdence Capital Advisors LLC | 18,486 | $5.59M | 0.33% | −2,502−11.9% | Reduced |
| Van Eck Associates Corp | 18,494 | $5.59M | 0.00% | +216+1.2% | Added |
| Courier Capital LLC | 18,506 | $5.60M | 0.31% | −589−3.1% | Reduced |
| Modera Wealth Management, LLC | 18,598 | $5.63M | 0.07% | −82−0.4% | Reduced |
| Chemung Canal Trust Co | 18,612 | $5.63M | 1.14% | −11−0.1% | Reduced |
| Caldwell Trust Co | 18,654 | $5.64M | 0.50% | +549+3.0% | Added |
| Wisconsin Capital Management LLC | 18,667 | $5.65M | 3.10% | −3,666−16.4% | Reduced |
| Blue Sparrow, LLC | 18,720 | $5.66M | 0.10% | −25,500−57.7% | Reduced |
| Snowden Capital Advisors LLC | 18,758 | $5.67M | 0.15% | −110−0.6% | Reduced |
| Covenant Asset Management, LLC | 18,770 | $5.68M | 1.16% | +3,225+20.7% | Added |
| E. Ohman J:or Asset Management AB | 18,797 | $5.69M | 0.15% | −650−3.3% | Reduced |
| Welch Group, LLC | 18,908 | $5.72M | 0.21% | +16+0.1% | Added |
| Mount Vernon Associates Inc | 18,932 | $5.73M | 4.05% | +230+1.2% | Added |
| Lincoln Capital LLC | 18,994 | $5.75M | 1.09% | −266−1.4% | Reduced |