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 |
|---|---|---|---|---|---|
| CX Institutional | 37,322 | $11.3M | 0.34% | +1,757+4.9% | Added |
| NWF Advisory Services Inc. | 37,336 | $11.3M | 1.28% | +384+1.0% | Added |
| Nomura Holdings Inc | 37,408 | $11.3M | 0.09% | −275,190−88.0% | Reduced |
| WoodTrust Financial Corp | 37,869 | $11.5M | 1.48% | −2,355−5.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 38,041 | $11.5M | 6.07% | +2,068+5.7% | Added |
| McMillan Office, Inc. | 38,058 | $11.5M | 1.47% | −100−0.3% | Reduced |
| Capital International Inc | 38,135 | $11.5M | 0.09% | −32,701−46.2% | Reduced |
| NFC Investments, LLC | 38,130 | $11.6M | 3.22% | −653−1.7% | Reduced |
| Interval Partners, LP | 38,505 | $11.6M | 0.40% | +38,505 | New |
| Kinneret Advisory, LLC | 38,597 | $11.7M | 1.11% | −1,711−4.2% | Reduced |
| Summit Financial, LLC | 38,640 | $11.7M | 0.15% | +3,173+8.9% | Added |
| Grimes & Company, Inc. | 39,210 | $11.9M | 0.33% | +1,013+2.7% | Added |
| Jefferies Financial Group Inc. | 39,502 | $11.9M | 0.15% | +26,580+205.7% | Added |
| Cary Street Partners Financial LLC | 39,625 | $12.0M | 0.30% | +1,236+3.2% | Added |
| M. Kulyk & Associates, LLC | 39,674 | $12.0M | 2.24% | +527+1.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 39,680 | $12.0M | 0.54% | +190+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 39,280 | $12.0M | 0.25% | +1,774+4.7% | Added |
| Griffin Asset Management, Inc. | 40,017 | $12.1M | 1.37% | −1,856−4.4% | Reduced |
| CWM, LLC | 40,121 | $12.1M | 0.03% | +1,801+4.7% | Added |
| Vise Technologies, Inc. | 32,951 | $12.2M | 0.24% | 00.0% | Unchanged |
| Cullinan Associates Inc | 40,540 | $12.3M | 0.99% | −2,740−6.3% | Reduced |
| Scotia Capital Inc. | 40,693 | $12.3M | 0.05% | +7,682+23.3% | Added |
| Norinchukin Bank, The | 40,959 | $12.4M | 0.14% | −1,242−2.9% | Reduced |
| Van Cleef Asset Management,Inc | 40,972 | $12.4M | 1.33% | −248−0.6% | Reduced |
| Shayne & Co., LLC | 41,214 | $12.5M | 3.85% | −70−0.2% | Reduced |
| Equitable Holdings, Inc. | 34,733 | $12.5M | 0.08% | +6,701+23.9% | Added |
| Avanza Fonder AB | 41,512 | $12.6M | 0.35% | −270−0.6% | Reduced |
| Investment Management Corp of Ontario | 41,563 | $12.6M | 0.16% | −6,427−13.4% | Reduced |
| Searle & Co. | 41,714 | $12.6M | 3.17% | 00.0% | Unchanged |
| Univest Financial Corp | 41,720 | $12.6M | 0.71% | +440+1.1% | Added |
| Diversified Trust Co | 41,956 | $12.7M | 0.24% | +4,720+12.7% | Added |
| Gulf International Bank (UK) Ltd | 42,621 | $12.9M | 0.29% | +14,183+49.9% | Added |
| Foyston, Gordon, & Payne Inc | 42,768 | $12.9M | 2.98% | −10,592−19.9% | Reduced |
| LaFleur & Godfrey LLC | 42,914 | $13.0M | 1.62% | +78+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 43,108 | $13.0M | 0.90% | +13,656+46.4% | Added |
| Penserra Capital Management LLC | 44,367 | $13.4M | 0.16% | −2,295−4.9% | Reduced |
| Advisors Capital Management, LLC | 44,382 | $13.4M | 0.16% | +37,572+551.7% | Added |
| Eagle Rock Investment Company, LLC | 44,401 | $13.4M | 1.95% | −112−0.3% | Reduced |
| Rice Partnership, LLC | 44,450 | $13.4M | 1.84% | −6,173−12.2% | Reduced |
| Aptus Capital Advisors, LLC | 44,972 | $13.6M | 0.11% | −2,327−4.9% | Reduced |
| Polar Capital Holdings Plc | 45,415 | $13.7M | 0.06% | +5,055+12.5% | Added |
| Clearstead Advisors, LLC | 45,588 | $13.8M | 0.13% | −1,980−4.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 46,253 | $14.0M | 0.91% | +160.0% | Added |
| Mediolanum International Funds Ltd | 47,474 | $14.1M | 0.15% | −61,629−56.5% | Reduced |
| Fishman Jay A Ltd | 46,733 | $14.1M | 1.26% | −68−0.1% | Reduced |
| Merit Financial Group, LLC | 46,933 | $14.2M | 0.11% | +3,662+8.5% | Added |
| Sky Investment Group LLC | 47,217 | $14.3M | 2.45% | −78−0.2% | Reduced |
| Choate Investment Advisors | 47,270 | $14.3M | 0.28% | −129−0.3% | Reduced |
| Modern Wealth Management, LLC | 47,475 | $14.3M | 0.25% | +1,999+4.4% | Added |
| Unison Asset Management LLC | 47,385 | $14.3M | 6.55% | +9,297+24.4% | Added |
| Brown Brothers Harriman & Co | 47,462 | $14.4M | 0.08% | +3,173+7.2% | Added |
| Stockman Wealth Management, Inc. | 47,536 | $14.4M | 1.59% | +3,829+8.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 47,716 | $14.4M | 0.41% | −15,047−24.0% | Reduced |
| Argent Trust Co | 47,846 | $14.5M | 0.49% | −1,069−2.2% | Reduced |
| Shelton Capital Management | 48,534 | $14.7M | 0.32% | +9,847+25.5% | Added |
| Atria Investments LLC | 48,566 | $14.7M | 0.16% | +390+0.8% | Added |
| Perennial Advisors, LLC | 48,626 | $14.7M | 2.50% | −98−0.2% | Reduced |
| Glenview Trust Co | 48,695 | $14.7M | 0.23% | +30,667+170.1% | Added |
| Stanley Capital Management, LLC | 48,830 | $14.8M | 2.47% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 49,621 | $15.0M | 0.06% | +733+1.5% | Added |
| North Reef Capital Management LP | 50,000 | $15.1M | 0.52% | +50,000 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,449 | $15.3M | 0.04% | +26,565+111.2% | Added |
| Matthew Goff Investment Advisor, LLC | 50,669 | $15.3M | 2.61% | −1,256−2.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 50,697 | $15.3M | 0.43% | +700+1.4% | Added |
| Equitable Trust Co | 50,724 | $15.3M | 0.71% | −4,501−8.2% | Reduced |
| Kestra Private Wealth Services, LLC | 50,756 | $15.4M | 0.19% | +7,227+16.6% | Added |
| Wellington Shields Capital Management, LLC | 51,094 | $15.5M | 2.32% | +11,045+27.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 51,366 | $15.5M | 2.23% | +954+1.9% | Added |
| Abn Amro Investment Solutions | 52,045 | $15.7M | 0.21% | −2,758−5.0% | Reduced |
| Carret Asset Management, LLC | 52,382 | $15.8M | 1.55% | −85−0.2% | Reduced |
| La Banque Postale Asset Management SA | 52,590 | $15.9M | 0.22% | −11,595−18.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 52,876 | $16.0M | 0.17% | −31,180−37.1% | Reduced |
| Private Advisor Group, LLC | 53,201 | $16.1M | 0.08% | +563+1.1% | Added |
| Anchor Capital Advisors LLC | 53,228 | $16.1M | 0.46% | −121−0.2% | Reduced |
| Calamos Wealth Management LLC | 53,611 | $16.2M | 0.56% | −7,822−12.7% | Reduced |
| Chemistry Wealth Management LLC | 53,731 | $16.3M | 2.86% | +2,198+4.3% | Added |
| Silvercrest Asset Management Group LLC | 54,229 | $16.4M | 0.12% | −432−0.8% | Reduced |
| Narwhal Capital Management | 54,457 | $16.5M | 1.22% | −1,732−3.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 55,279 | $16.7M | 0.13% | +8,279+17.6% | Added |
| Tocqueville Asset Management L.P. | 55,407 | $16.8M | 0.25% | +1,498+2.8% | Added |
| Galvin, Gaustad & Stein, LLC | 55,598 | $16.8M | 1.35% | −2,784−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 55,881 | $16.9M | 0.22% | +7,762+16.1% | Added |
| GHP Investment Advisors, Inc. | 56,702 | $17.2M | 0.71% | +1,103+2.0% | Added |
| Mutual of America Capital Management LLC | 56,968 | $17.2M | 0.20% | −729−1.3% | Reduced |
| Willis Investment Counsel | 57,236 | $17.3M | 0.95% | +556+1.0% | Added |
| Neville Rodie & Shaw Inc | 57,571 | $17.4M | 1.27% | +5,324+10.2% | Added |
| Moran Wealth Management, LLC | 58,097 | $17.6M | 0.54% | −2,827−4.6% | Reduced |
| Entropy Technologies, LP | 58,158 | $17.6M | 0.81% | +18,290+45.9% | Added |
| OP Asset Management Ltd | 58,253 | $17.6M | 0.18% | −4,552−7.2% | Reduced |
| Hemenway Trust Co LLC | 59,068 | $17.9M | 1.44% | +15,252+34.8% | Added |
| Yousif Capital Management, LLC | 59,861 | $18.1M | 0.21% | −2,869−4.6% | Reduced |
| Empowered Funds, LLC | 60,190 | $18.2M | 0.12% | +60,190 | New |
| J. L. Bainbridge & Co., Inc. | 60,220 | $18.2M | 1.64% | −30,177−33.4% | Reduced |
| Sequoia Financial Advisors, LLC | 60,429 | $18.3M | 0.10% | −184−0.3% | Reduced |
| Wesleyan Assurance Society | 61,095 | $18.5M | 1.09% | −450−0.7% | Reduced |
| Brookstone Capital Management | 61,119 | $18.5M | 0.21% | −1,783−2.8% | Reduced |
| Oregon Public Employees Retirement Fund | 61,360 | $18.6M | 0.24% | −209−0.3% | Reduced |
| Prospera Financial Services Inc | 61,430 | $18.6M | 0.30% | −5,773−8.6% | Reduced |
| Pinebridge Investments LLC | 61,736 | $18.7M | 0.16% | +19,152+45.0% | Added |
| Trajan Wealth LLC | 62,031 | $18.8M | 0.79% | +33,529+117.6% | Added |