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; 3,022 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
- 1,227 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 294 | $88.9K | 0.02% | +10+3.5% | Added |
| Essential Investment Partners LLC | 300 | $90.7K | 0.08% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 300 | $90.7K | 0.07% | +300 | New |
| Atlantic Private Wealth, LLC | 301 | $91.0K | 0.06% | −2−0.7% | Reduced |
| Old Point Trust & Financial Services N A | 302 | $91.3K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 303 | $91.9K | 0.03% | +51+20.2% | Added |
| RWM Asset Management, LLC | 306 | $92.6K | 0.01% | +306 | New |
| Vermillion Wealth Management, Inc. | 307 | $92.8K | 0.04% | +38+14.1% | Added |
| Crews Bank & Trust | 312 | $94.4K | 0.01% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 318 | $96.2K | 0.08% | +318 | New |
| Burk Holdings LLC | 333 | $100.7K | 0.04% | +333 | New |
| Southern Michigan Bank & Trust | 341 | $103.1K | 0.04% | +341 | New |
| MRP Capital Investments, LLC | 350 | $105.9K | 0.09% | −50−12.5% | Reduced |
| Pioneer Family Office, LLC | 350 | $105.9K | 0.07% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 350 | $105.9K | 0.07% | +350 | New |
| Gleason Group, Inc. | 354 | $107.2K | 0.01% | +1+0.3% | Added |
| Whi Trust Co LLC | 357 | $108.1K | 0.08% | 00.0% | Unchanged |
| High Note Wealth, LLC | 364 | $110.1K | 0.02% | −18−4.7% | Reduced |
| Hollencrest Capital Management | 365 | $110.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 365 | $110.4K | 0.05% | +25+7.4% | Added |
| Rakuten Securities, Inc. | 365 | $110.4K | 0.05% | +221+153.5% | Added |
| Pacific Center for Financial Services | 365 | $110.4K | 0.03% | +34+10.3% | Added |
| Bernard Wealth Management Corp. | 367 | $111.0K | 0.05% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 355 | $113.0K | 0.14% | +12+3.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $113.1K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 376 | $113.4K | 0.02% | +55+17.1% | Added |
| Atlas Capital Advisors LLC | 379 | $114.6K | 0.01% | +191+101.6% | Added |
| Bell Investment Advisors, Inc | 401 | $121.3K | 0.02% | −22−5.2% | Reduced |
| GW&K Investment Management, LLC | 404 | $122.0K | 0.00% | +11+2.8% | Added |
| JCIC Asset Management Inc. | 410 | $124.0K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 410 | $124.0K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 415 | $125.5K | 0.08% | −21−4.8% | Reduced |
| Fairscale Capital, LLC | 419 | $126.7K | 0.09% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 422 | $127.6K | 0.01% | +422 | New |
| Wall Street Access Asset Management, LLC | 405 | $128.1K | 0.03% | −7−1.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 426 | $128.9K | 0.01% | +6+1.4% | Added |
| Bay Harbor Wealth Management, LLC | 428 | $129.5K | 0.03% | −11−2.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 429 | $129.8K | 0.10% | +20+4.9% | Added |
| Strategic Advocates LLC | 433 | $131.0K | 0.58% | −5,816−93.1% | Reduced |
| Financial Freedom, LLC | 440 | $133.1K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 443 | $134.0K | 0.08% | +64+16.9% | Added |
| Field & Main Bank | 453 | $137.0K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 457 | $138.2K | 0.06% | −44−8.8% | Reduced |
| Phillip James Consulting Co. | 466 | $140.0K | 0.11% | +3+0.6% | Added |
| Security National Bank | 464 | $140.4K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 480 | $142.0K | 0.12% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 472 | $142.3K | 0.11% | +333+239.6% | Added |
| Catalyst Capital Advisors LLC | 475 | $143.7K | 0.00% | −13,605−96.6% | Reduced |
| First Community Trust NA | 475 | $143.7K | 0.11% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 475 | $143.7K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 488 | $147.6K | 0.04% | +18+3.8% | Added |
| JPL Wealth Management, LLC | 494 | $149.4K | 0.03% | +494 | New |
| Cohen & Steers, Inc. | 500 | $151.0K | 0.00% | −500−50.0% | Reduced |
| Catherine Avery Investment Management LLC | 500 | $151.2K | 0.07% | −50−9.1% | Reduced |
| IMG Wealth Management, Inc. | 502 | $151.8K | 0.10% | −39−7.2% | Reduced |
| Creative Capital Management Investments LLC | 502 | $151.8K | 0.04% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 565 | $152.0K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 531 | $160.6K | 0.03% | −2−0.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 531 | $160.6K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 533 | $161.1K | 0.08% | +3+0.6% | Added |
| VSM Wealth Advisory, LLC | 533 | $161.2K | 0.05% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 535 | $161.8K | 0.09% | −180−25.2% | Reduced |
| Wealth Preservation Advisors, LLC | 537 | $162.5K | 0.13% | +8+1.5% | Added |
| Flagship Wealth Advisors, LLC | 511 | $163.0K | 0.07% | −484−48.6% | Reduced |
| Park Place Capital Corp | 540 | $163.3K | 0.03% | −6−1.1% | Reduced |
| Wall Street Financial Group, Inc. | 540 | $163.3K | 0.10% | +540 | New |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $164.2K | 0.12% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 449 | $166.1K | 0.06% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 562 | $170.0K | 0.09% | +32+6.0% | Added |
| Arlington Trust Co LLC | 564 | $170.6K | 0.02% | +30+5.6% | Added |
| Creative Financial Designs Inc | 565 | $171.0K | 0.01% | +57+11.2% | Added |
| Trifecta Capital Advisors, LLC | 575 | $173.9K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 576 | $174.1K | 0.03% | +7+1.2% | Added |
| Strategic Investment Solutions, Inc. | 576 | $174.4K | 0.04% | −135−19.0% | Reduced |
| Avion Wealth | 583 | $176.0K | 0.04% | +18+3.2% | Added |
| CGC Financial Services, LLC | 582 | $176.0K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 582 | $176.0K | 0.04% | +24+4.3% | Added |
| Albion Financial Group | 589 | $178.2K | 0.01% | +481+445.4% | Added |
| 1620 Investment Advisors, Inc. | 600 | $181.5K | 0.12% | −8−1.3% | Reduced |
| Monetary Solutions, Ltd | 600 | $181.5K | 0.18% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 604 | $182.8K | 0.10% | +1+0.2% | Added |
| Strive Financial Group ,LLC | 604 | $183.0K | 0.10% | −300−33.2% | Reduced |
| Kentucky Trust Co | 605 | $183.0K | 0.10% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 615 | $186.0K | 0.05% | +592+2,573.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $187.5K | 0.06% | −20−3.1% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 631 | $190.9K | 0.00% | −130−17.1% | Reduced |
| Western Pacific Wealth Management, LP | 634 | $191.8K | 0.19% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $193.0K | 0.08% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $193.6K | 0.07% | −55−7.9% | Reduced |
| Front Street Capital Management, Inc. | 650 | $197.0K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 658 | $198.4K | 0.10% | +42+6.8% | Added |
| Bogart Wealth, LLC | 658 | $199.0K | 0.01% | −9−1.3% | Reduced |
| Clear Street Group Inc. | 659 | $199.3K | 0.00% | +659 | New |
| Westchester Capital Management, Inc. | 660 | $199.6K | 0.04% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 677 | $201.5K | 0.01% | +4+0.6% | Added |
| GW Henssler & Associates Ltd | 667 | $201.8K | 0.01% | +10+1.5% | Added |
| New Wave Wealth Advisors LLC | 668 | $202.1K | 0.07% | +668 | New |
| Crown Wealth Group, LLC | 669 | $202.4K | 0.06% | +33+5.2% | Added |
| First Financial Corp | 672 | $203.3K | 0.08% | −69−9.3% | Reduced |
| Baldwin Brothers Inc | 672 | $203.3K | 0.01% | +672 | New |