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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 19,150 | $5.79M | 0.09% | −2,796−12.7% | Reduced |
| Bailard, Inc. | 19,233 | $5.82M | 0.13% | −2,156−10.1% | Reduced |
| Flputnam Investment Management Co | 19,447 | $5.88M | 0.09% | +2,817+16.9% | Added |
| Commerzbank Aktiengesellschaft | 19,482 | $5.89M | 0.12% | −3,996−17.0% | Reduced |
| Somerville Kurt F | 19,490 | $5.90M | 1.56% | −4,610−19.1% | Reduced |
| Siemens Fonds Invest GmbH | 19,541 | $5.91M | 0.34% | −715−3.5% | Reduced |
| Meitav Dash Investments Ltd | 19,696 | $5.95M | 0.07% | −15,933−44.7% | Reduced |
| Rayburn West Financial Services LLC | 19,702 | $5.96M | 3.51% | +1,896+10.6% | Added |
| Empirical Finance, LLC | 19,745 | $5.97M | 0.28% | −53−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 19,944 | $6.03M | 0.14% | +15,001+303.5% | Added |
| Arcadia Investment Management Corp | 19,982 | $6.04M | 1.04% | −667−3.2% | Reduced |
| Stenger Family Office, LLC | 20,010 | $6.05M | 1.10% | +2,925+17.1% | Added |
| BFSG, LLC | 20,026 | $6.06M | 0.57% | +821+4.3% | Added |
| Sandhill Capital Partners LLC | 20,061 | $6.07M | 0.52% | −1,750−8.0% | Reduced |
| Resources Investment Advisors, LLC. | 20,095 | $6.08M | 0.06% | −2,799−12.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.09M | 1.08% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 20,210 | $6.11M | 0.22% | +595+3.0% | Added |
| Gladstone Institutional Advisory LLC | 20,223 | $6.12M | 0.23% | −3,201−13.7% | Reduced |
| Saudi Central Bank | 20,341 | $6.15M | 0.13% | +20,341 | New |
| Chicago Trust Co NA | 20,462 | $6.19M | 0.99% | −1,636−7.4% | Reduced |
| Community Financial Services Group, LLC | 20,534 | $6.19M | 1.09% | −249−1.2% | Reduced |
| Banque Cantonale Vaudoise | 20,503 | $6.20M | 0.23% | +2,089+11.3% | Added |
| First Interstate Bank | 20,567 | $6.22M | 0.35% | −1,111−5.1% | Reduced |
| Evolve Private Wealth, LLC | 20,572 | $6.22M | 0.33% | +905+4.6% | Added |
| Hutner Capital Management Inc | 20,596 | $6.23M | 2.56% | +187+0.9% | Added |
| Morningstar Investment Management LLC | 20,656 | $6.25M | 0.39% | −7,334−26.2% | Reduced |
| Pring Turner Capital Group Inc | 16,916 | $6.26M | 3.77% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 20,735 | $6.27M | 0.08% | +952+4.8% | Added |
| Impax Asset Management Group plc | 20,845 | $6.31M | 0.04% | +627+3.1% | Added |
| Hi-Line Capital Management, LLC | 20,920 | $6.33M | 1.99% | −45−0.2% | Reduced |
| Amica Mutual Insurance Co | 20,997 | $6.35M | 0.55% | +6,172+41.6% | Added |
| Condor Capital Management | 21,115 | $6.39M | 0.53% | −40.0% | Reduced |
| Formuepleje A/S | 21,169 | $6.40M | 0.58% | +21,169 | New |
| Campbell & CO Investment Adviser LLC | 21,229 | $6.42M | 0.37% | +14,165+200.5% | Added |
| Fort Sheridan Advisors LLC | 21,234 | $6.42M | 0.78% | −50−0.2% | Reduced |
| Arkadios Wealth Advisors | 21,263 | $6.43M | 0.11% | +1,203+6.0% | Added |
| Ceera Investments, LLC | 21,278 | $6.44M | 2.82% | −2,209−9.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,294 | $6.44M | 0.58% | +156+0.7% | Added |
| Alphadyne Asset Management LP | 21,295 | $6.44M | 0.84% | +21,295 | New |
| Allstate Corp | 21,362 | $6.46M | 0.07% | −21,042−49.6% | Reduced |
| Capital International Sarl | 21,370 | $6.46M | 0.11% | −2,272−9.6% | Reduced |
| Fiduciary Group LLC | 21,412 | $6.48M | 0.55% | −55−0.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 21,460 | $6.49M | 1.32% | −1,051−4.7% | Reduced |
| Chapman Investment Management, LLC | 21,573 | $6.53M | 5.38% | +138+0.6% | Added |
| Northstar Group, Inc. | 21,587 | $6.53M | 0.92% | +51+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,659 | $6.55M | 0.04% | +595+2.8% | Added |
| Asset Dedication, LLC | 21,663 | $6.55M | 0.46% | −2,526−10.4% | Reduced |
| Bridgewater Associates, LP | 21,777 | $6.59M | 0.03% | −10,308−32.1% | Reduced |
| Coldstream Capital Management Inc | 21,795 | $6.59M | 0.08% | +994+4.8% | Added |
| Heritage Trust Co | 21,798 | $6.59M | 0.66% | −392−1.8% | Reduced |
| MUFG Securities EMEA plc | 21,956 | $6.64M | 0.10% | −71−0.3% | Reduced |
| Americana Partners, LLC | 22,067 | $6.67M | 0.17% | +7,899+55.8% | Added |
| Infusive Asset Management Inc. | 22,192 | $6.71M | 3.25% | +10,392+88.1% | Added |
| Family Management Corp | 22,215 | $6.72M | 0.81% | +25+0.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 22,290 | $6.74M | 0.31% | +91+0.4% | Added |
| Jag Capital Management, LLC | 22,313 | $6.75M | 0.76% | −20,333−47.7% | Reduced |
| AlpenGlobal Capital LLC | 22,363 | $6.76M | 4.31% | +22,363 | New |
| Edgestream Partners, L.P. | 22,432 | $6.79M | 0.22% | +19,274+610.3% | Added |
| Adalta Capital Management LLC | 22,503 | $6.81M | 3.26% | −740−3.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $6.81M | 0.57% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 22,521 | $6.81M | 0.12% | +165+0.7% | Added |
| JLB & Associates Inc | 22,616 | $6.84M | 0.98% | +1,322+6.2% | Added |
| Kentucky Retirement Systems | 76,063 | $6.90M | 0.51% | +41,578+120.6% | Added |
| Plato Investment Management Ltd | 22,911 | $6.93M | 0.47% | +1,598+7.5% | Added |
| RBF Capital, LLC | 23,000 | $6.96M | 0.34% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 23,049 | $6.97M | 0.01% | +23,049 | New |
| Bretton Capital Management, LLC | 23,100 | $6.99M | 6.39% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 23,104 | $6.99M | 0.36% | +987+4.5% | Added |
| Insight Wealth Strategies, LLC | 23,134 | $7.00M | 0.78% | +813+3.6% | Added |
| Vident Advisory, LLC | 23,292 | $7.05M | 0.06% | +5,662+32.1% | Added |
| Meiji Yasuda America Inc | 23,369 | $7.07M | 1.75% | −321−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 23,497 | $7.11M | 0.22% | −25−0.1% | Reduced |
| NewEdge Wealth, LLC | 23,497 | $7.11M | 0.08% | −16,061−40.6% | Reduced |
| Park Avenue Securities LLC | 23,563 | $7.13M | 0.06% | +1,373+6.2% | Added |
| Venture Visionary Partners LLC | 23,701 | $7.17M | 0.24% | −198−0.8% | Reduced |
| Arvest Bank Trust Division | 23,760 | $7.19M | 0.39% | −208−0.9% | Reduced |
| Hendershot Investments Inc. | 23,903 | $7.23M | 0.97% | 00.0% | Unchanged |
| Wedbush Securities Inc | 23,914 | $7.23M | 0.21% | +212+0.9% | Added |
| Ballentine Partners, LLC | 23,929 | $7.24M | 0.10% | +1,145+5.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 23,994 | $7.26M | 0.50% | −1,279−5.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,042 | $7.27M | 0.40% | −744−3.0% | Reduced |
| Ieq Capital, LLC | 24,155 | $7.31M | 0.03% | +935+4.0% | Added |
| Procyon Private Wealth Partners, LLC | 24,295 | $7.35M | 0.36% | −4,002−14.1% | Reduced |
| Gotham Asset Management, LLC | 24,425 | $7.39M | 0.02% | +377+1.6% | Added |
| J.W. Cole Advisors, Inc. | 24,467 | $7.40M | 0.25% | −421−1.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 24,620 | $7.45M | 1.53% | −163−0.7% | Reduced |
| Roundview Capital LLC | 24,722 | $7.48M | 0.47% | +49+0.2% | Added |
| Saba Capital Management, L.P. | 24,740 | $7.48M | 0.24% | +23,488+1,876.0% | Added |
| New Mexico Educational Retirement Board | 24,763 | $7.49M | 0.23% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 24,810 | $7.50M | 0.18% | −2,309−8.5% | Reduced |
| Chatham Capital Group, Inc. | 24,949 | $7.55M | 1.09% | −82−0.3% | Reduced |
| Bokf, NA | 25,100 | $7.59M | 0.12% | −121−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 25,287 | $7.65M | 0.10% | +1,200+5.0% | Added |
| Central Trust Co | 25,434 | $7.69M | 0.15% | +93+0.4% | Added |
| Naples Global Advisors, LLC | 25,589 | $7.74M | 0.56% | +3,130+13.9% | Added |
| DCM Advisors, LLC | 25,788 | $7.74M | 3.52% | −115−0.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 25,673 | $7.77M | 2.80% | +4,197+19.5% | Added |
| RSM US Wealth Management LLC | 25,767 | $7.79M | 0.10% | +1,167+4.7% | Added |
| Horizon Investments, LLC | 25,961 | $7.83M | 0.09% | −19,126−42.4% | Reduced |
| Coastline Trust Co | 26,046 | $7.88M | 0.78% | −408−1.5% | Reduced |