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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 26,069 | $7.89M | 0.18% | −219−0.8% | Reduced |
| Hudson Bay Capital Management LP | 26,078 | $7.89M | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 26,123 | $7.90M | 0.01% | +1,034+4.1% | Added |
| Headinvest, LLC | 26,181 | $7.92M | 1.62% | −1,033−3.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 26,224 | $7.93M | 0.22% | +250+1.0% | Added |
| Boyd Watterson Asset Management LLC | 26,234 | $7.94M | 2.44% | −1,528−5.5% | Reduced |
| Umb Bank N A | 26,359 | $7.97M | 0.11% | +70.0% | Added |
| Guardian Partners Inc. | 26,369 | $8.00M | 0.67% | −194−0.7% | Reduced |
| Foster Group, Inc. | 26,501 | $8.02M | 0.24% | +218+0.8% | Added |
| Silvant Capital Management LLC | 26,502 | $8.02M | 0.28% | +1,585+6.4% | Added |
| Reliant Investment Management, LLC | 26,551 | $8.03M | 3.87% | +407+1.6% | Added |
| 1st Source Bank | 26,937 | $8.15M | 0.42% | −436−1.6% | Reduced |
| Maryland State Retirement & Pension System | 27,049 | $8.18M | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 27,067 | $8.19M | 0.09% | −3,834−12.4% | Reduced |
| Northwest & Ethical Investments L.P. | 27,127 | $8.21M | 0.19% | +182+0.7% | Added |
| Principal Securities, Inc. | 27,143 | $8.21M | 0.12% | +3,657+15.6% | Added |
| Louisiana State Employees Retirement System | 27,300 | $8.26M | 0.14% | −100−0.4% | Reduced |
| Voleon Capital Management LP | 27,458 | $8.31M | 0.18% | +25,257+1,147.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 27,490 | $8.32M | 0.03% | +27,490 | New |
| Pacer Advisors, Inc. | 27,523 | $8.32M | 0.02% | −15,286−35.7% | Reduced |
| Diversify Wealth Management, LLC | 26,404 | $8.33M | 0.15% | +14,342+118.9% | Added |
| St Germain D J Co Inc | 27,791 | $8.41M | 0.33% | −2,417−8.0% | Reduced |
| Contravisory Investment Management, Inc. | 27,975 | $8.46M | 1.73% | −1,158−4.0% | Reduced |
| Integrated Wealth Concepts LLC | 28,034 | $8.48M | 0.07% | +12,345+78.7% | Added |
| Omers Administration Corp | 28,202 | $8.53M | 0.05% | +5,155+22.4% | Added |
| EP Wealth Advisors, LLC | 28,207 | $8.53M | 0.04% | −363−1.3% | Reduced |
| VectorGlobal IAG, Inc. | 28,372 | $8.58M | 2.23% | +28,372 | New |
| Pavion Blue Capital, LLC | 28,453 | $8.61M | 3.74% | −731−2.5% | Reduced |
| Ascent Group, LLC | 28,513 | $8.62M | 0.30% | +14,190+99.1% | Added |
| Independent Advisor Alliance | 28,567 | $8.64M | 0.09% | −1,213−4.1% | Reduced |
| Shelter Mutual Insurance Co | 28,735 | $8.69M | 1.93% | 00.0% | Unchanged |
| We Are One Seven, LLC | 28,750 | $8.70M | 0.17% | −4,689−14.0% | Reduced |
| Assenagon Asset Management S.A. | 28,803 | $8.71M | 0.01% | +2,450+9.3% | Added |
| Highland Capital Management, LLC | 28,861 | $8.73M | 0.46% | −164−0.6% | Reduced |
| Group One Trading, L.P. | 28,981 | $8.77M | 0.29% | −25,095−46.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 29,266 | $8.85M | 0.47% | −6,434−18.0% | Reduced |
| Callan Family Office, LLC | 29,472 | $8.91M | 0.20% | −1,679−5.4% | Reduced |
| Torrey Growth & Income Advisors | 29,956 | $8.98M | 3.77% | −4,010−11.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 29,849 | $9.03M | 0.16% | −575−1.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,884 | $9.04M | 0.47% | −901−2.9% | Reduced |
| Bearing Point Capital, LLC | 29,928 | $9.05M | 1.42% | −513−1.7% | Reduced |
| LB Partners LLC | 30,000 | $9.07M | 8.14% | −2,000−6.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,055 | $9.09M | 0.10% | +10,414+53.0% | Added |
| McMahon Financial Advisors, LLC | 30,577 | $9.25M | 1.82% | +2,145+7.5% | Added |
| Hartford Investment Management Co | 30,582 | $9.25M | 0.29% | −519−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 30,629 | $9.26M | 0.46% | −1,343−4.2% | Reduced |
| Summit Trail Advisors, LLC | 30,729 | $9.29M | 0.13% | +9,666+45.9% | Added |
| Savant Capital, LLC | 30,774 | $9.31M | 0.04% | +5,714+22.8% | Added |
| KMG Fiduciary Partners, LLC | 31,318 | $9.47M | 0.70% | −80.0% | Reduced |
| Miracle Mile Advisors, LLC | 31,434 | $9.51M | 0.13% | −490−1.5% | Reduced |
| Letson Investment Management, Inc. | 31,442 | $9.51M | 3.65% | −421−1.3% | Reduced |
| Waycross Partners, LLC | 31,618 | $9.56M | 0.91% | +31,618 | New |
| Benjamin Edwards Inc | 31,642 | $9.57M | 0.10% | +2,942+10.3% | Added |
| Winslow Asset Management Inc | 31,700 | $9.59M | 1.86% | −658−2.0% | Reduced |
| Payden & Rygel | 31,800 | $9.62M | 0.75% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 31,862 | $9.64M | 2.88% | +98+0.3% | Added |
| Mirova | 31,878 | $9.64M | 0.39% | −15,590−32.8% | Reduced |
| Legacy Trust | 32,239 | $9.75M | 1.87% | +922+2.9% | Added |
| Quadrant Capital Group LLC | 32,297 | $9.77M | 0.29% | +493+1.6% | Added |
| Mizuho Securities USA LLC | 32,377 | $9.79M | 0.23% | −6,746−17.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 32,479 | $9.82M | 2.33% | +85+0.3% | Added |
| Advisory Services Network, LLC | 32,535 | $9.84M | 0.13% | −2,558−7.3% | Reduced |
| AMG National Trust Bank | 32,591 | $9.86M | 0.21% | +7,178+28.2% | Added |
| Strategic Wealth Designers | 32,767 | $9.91M | 1.26% | +327+1.0% | Added |
| Pittenger & Anderson Inc | 32,818 | $9.93M | 0.40% | +1,625+5.2% | Added |
| ING Groep NV | 32,836 | $9.93M | 0.06% | +3,690+12.7% | Added |
| Davy Global Fund Management Ltd | 32,837 | $9.93M | 0.75% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 33,161 | $10.0M | 0.22% | −1,189−3.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,317 | $10.1M | 0.38% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 33,330 | $10.1M | 0.14% | +33,330 | New |
| Stokes Capital Advisors, LLC | 33,737 | $10.2M | 2.29% | −1,178−3.4% | Reduced |
| SP Asset Management LLC | 33,780 | $10.2M | 0.90% | +23+0.1% | Added |
| Rodgers Brothers Inc. | 33,795 | $10.2M | 1.18% | −75−0.2% | Reduced |
| Klingenstein Fields & Co LP | 33,826 | $10.2M | 0.40% | −3,549−9.5% | Reduced |
| Private Advisory Group LLC | 34,068 | $10.3M | 0.72% | −2,159−6.0% | Reduced |
| HS Management Partners, LLC | 34,129 | $10.3M | 3.61% | +34,129 | New |
| Jacobs & Co | 34,326 | $10.4M | 1.02% | +123+0.4% | Added |
| Meyer Handelman Co | 34,365 | $10.4M | 0.32% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 34,430 | $10.4M | 3.44% | +795+2.4% | Added |
| Hudson Valley Investment Advisors Inc | 34,968 | $10.6M | 1.37% | −1,480−4.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,039 | $10.6M | 0.40% | −960−2.7% | Reduced |
| Bensler, LLC | 35,157 | $10.6M | 1.10% | +612+1.8% | Added |
| Concurrent Investment Advisors, LLC | 35,541 | $10.8M | 0.12% | −10,183−22.3% | Reduced |
| Westend Capital Management, LLC | 35,568 | $10.8M | 3.23% | +989+2.9% | Added |
| Greenwood Gearhart Inc | 35,964 | $10.9M | 0.59% | +2,682+8.1% | Added |
| Stansberry Asset Management, LLC | 35,984 | $10.9M | 1.12% | +190+0.5% | Added |
| Silicon Valley Capital Partners | 36,115 | $10.9M | 1.07% | −1,835−4.8% | Reduced |
| Fundamentun, LLC | 36,347 | $11.0M | 0.44% | −4,113−10.2% | Reduced |
| D.A. Davidson & Co. | 36,421 | $11.0M | 0.07% | −1,505−4.0% | Reduced |
| Osmosis Investment Management UK Ltd | 36,460 | $11.0M | 0.30% | −5,197−12.5% | Reduced |
| Gillson Capital LP | 36,480 | $11.0M | 0.90% | +36,480 | New |
| Rheos Capital Works Inc. | 36,700 | $11.1M | 0.74% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 36,714 | $11.1M | 0.16% | +1,756+5.0% | Added |
| Jain Global LLC | 36,732 | $11.1M | 0.14% | +34,187+1,343.3% | Added |
| Eventide Asset Management, LLC | 36,964 | $11.1M | 0.18% | −13,142−26.2% | Reduced |
| Teamwork Financial Advisors, LLC | 36,820 | $11.1M | 1.24% | −2,761−7.0% | Reduced |
| Financial Avengers, Inc. | 36,860 | $11.1M | 5.08% | −1,353−3.5% | Reduced |
| Radnor Capital Management, LLC | 37,075 | $11.2M | 1.66% | −353−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,271 | $11.3M | 0.64% | −11,358−23.4% | Reduced |
| Ironwood Investment Counsel, LLC | 37,290 | $11.3M | 1.62% | +354+1.0% | Added |