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 |
|---|---|---|---|---|---|
| Colton Groome Financial Advisors, LLC | 674 | $203.9K | 0.06% | −11−1.6% | Reduced |
| American Trust | 675 | $204.2K | 0.02% | +675 | New |
| Avid Wealth Partners LLC | 678 | $205.1K | 0.10% | +90+15.3% | Added |
| Donaldson Capital Management, LLC | 680 | $205.6K | 0.01% | +12+1.8% | Added |
| Portland Global Advisors LLC | 681 | $206.0K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 681 | $206.0K | 0.06% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 684 | $207.0K | 0.23% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 685 | $207.2K | 0.06% | −135−16.5% | Reduced |
| New World Advisors LLC | 686 | $207.5K | 0.04% | −5−0.7% | Reduced |
| Wulff, Hansen & Co. | 686 | $207.5K | 0.21% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 687 | $207.7K | 0.06% | +54+8.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $208.0K | 0.06% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 689 | $208.3K | 0.13% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 660 | $209.0K | 0.10% | +9+1.4% | Added |
| Fusion Capital, LLC | 691 | $209.1K | 0.06% | +33+5.0% | Added |
| Cape Investment Advisory, Inc. | 692 | $209.3K | 0.07% | +80+13.1% | Added |
| Excelsior Advisor Network LLC | 693 | $209.6K | 0.08% | −28−3.9% | Reduced |
| M3 Advisory Group, LLC | 693 | $209.6K | 0.13% | −11−1.6% | Reduced |
| Stiles Financial Services Inc | 694 | $210.0K | 0.06% | +1+0.1% | Added |
| Retirement Income Solutions, Inc | 695 | $210.2K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 632 | $210.4K | 0.03% | −159−20.1% | Reduced |
| Octavia Wealth Advisors, LLC | 696 | $210.5K | 0.02% | −1−0.1% | Reduced |
| Gradient Capital Advisors, LLC | 696 | $210.6K | 0.05% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 699 | $211.4K | 0.06% | +97+16.1% | Added |
| Pointe Capital Management LLC | 699 | $211.4K | 0.10% | 00.0% | Unchanged |
| Junk Investment Group, LLC | 699 | $211.5K | 0.11% | +699 | New |
| Alan B. Lancz & Associates, Inc. | 700 | $211.7K | 0.21% | −150−17.6% | Reduced |
| Pinnacle Financial Group, LLC | 700 | $211.7K | 0.06% | −4−0.6% | Reduced |
| Burns Matteson Capital Management, LLC | 700 | $211.7K | 0.08% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 701 | $212.0K | 0.14% | +701 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 701 | $212.1K | 0.03% | −28−3.8% | Reduced |
| Salomon & Ludwin, LLC | 707 | $212.2K | 0.02% | +96+15.7% | Added |
| Values Added Financial LLC | 702 | $212.3K | 0.09% | −46−6.1% | Reduced |
| Maridea Wealth Management LLC | 702 | $212.5K | 0.03% | −1,169−62.5% | Reduced |
| Chickasaw Capital Management LLC | 705 | $213.0K | 0.01% | +11+1.6% | Added |
| American Financial Advisors, LLC | 706 | $213.5K | 0.03% | +1+0.1% | Added |
| Hofer & Associates. Inc | 707 | $213.8K | 0.11% | +13+1.9% | Added |
| Titleist Asset Management, LLC | 707 | $213.9K | 0.02% | +64+10.0% | Added |
| South Plains Financial, Inc. | 708 | $214.1K | 0.12% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 709 | $214.3K | 0.02% | +5+0.7% | Added |
| One River Asset Management, LLC | 710 | $214.8K | 0.73% | +676+1,988.2% | Added |
| Capula Management Ltd | 710 | $214.8K | 0.00% | +710 | New |
| Twin Peaks Wealth Advisors, LLC | 711 | $215.2K | 0.05% | +25+3.6% | Added |
| Coppell Advisory Solutions LLC | 724 | $215.4K | 0.13% | +154+27.0% | Added |
| Prestige Wealth Management Group LLC | 713 | $215.7K | 0.04% | −1,002−58.4% | Reduced |
| Tidemark, LLC | 714 | $215.8K | 0.05% | +1+0.1% | Added |
| Am Investment Strategies LLC | 715 | $216.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 714 | $216.0K | 0.01% | −14−1.9% | Reduced |
| RAM Investment Partners, LLC | 714 | $216.1K | 0.04% | +345+93.5% | Added |
| First City Capital Management, Inc. | 715 | $216.3K | 0.11% | −25−3.4% | Reduced |
| Mendel Money Management | 715 | $216.3K | 0.09% | −16−2.2% | Reduced |
| Strategies Wealth Advisors, LLC | 716 | $216.6K | 0.02% | −103−12.6% | Reduced |
| MSH Capital Advisors LLC | 716 | $216.6K | 0.05% | +152+27.0% | Added |
| Purewater Capital LLC | 716 | $216.7K | 0.21% | +716 | New |
| SHP Wealth Management | 716 | $216.7K | 0.02% | +41+6.1% | Added |
| Sage Mountain Advisors LLC | 717 | $216.9K | 0.02% | −5,211−87.9% | Reduced |
| Well Done, LLC | 717 | $216.9K | 0.03% | −65−8.3% | Reduced |
| King Wealth | 719 | $217.0K | 0.03% | −89−11.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 720 | $217.8K | 0.07% | 00.0% | Unchanged |
| Readystate Asset Management LP | 721 | $218.1K | 0.01% | +721 | New |
| Fogel Capital Management, Inc. | 722 | $218.4K | 0.10% | +49+7.3% | Added |
| Innovative Advisory Group, LLC | 723 | $218.7K | 0.19% | −59−7.5% | Reduced |
| Atwater Malick LLC | 723 | $218.7K | 0.06% | 00.0% | Unchanged |
| Collaborative Fund Advisors, LLC | 724 | $219.0K | 0.14% | +724 | New |
| JB Capital LLC | 725 | $219.4K | 0.01% | −170−19.0% | Reduced |
| DecisionMap Wealth Management, LLC | 728 | $220.2K | 0.14% | −49−6.3% | Reduced |
| LeConte Wealth Management, LLC | 728 | $220.2K | 0.14% | −5−0.7% | Reduced |
| Clear Wave Wealth Management LLC | 730 | $220.8K | 0.06% | +730 | New |
| Wedgewood Investors Inc | 731 | $221.1K | 0.25% | −19−2.5% | Reduced |
| Arch Global Advisors, LLC | 732 | $221.4K | 0.12% | +732 | New |
| Aviso Wealth Management | 732 | $221.4K | 0.10% | −1,727−70.2% | Reduced |
| Pictet & Cie (Europe) SA | 736 | $222.6K | 0.00% | −347−32.0% | Reduced |
| Eagle Bay Advisors LLC | 738 | $223.1K | 0.20% | −105−12.5% | Reduced |
| Nvest Financial, LLC | 739 | $223.5K | 0.08% | +1+0.1% | Added |
| Consilio Wealth Advisors, LLC | 741 | $224.1K | 0.07% | −18−2.4% | Reduced |
| Cypress Point Wealth Management, LLC | 741 | $224.1K | 0.05% | +741 | New |
| BigSur Wealth Management LLC | 744 | $225.0K | 0.06% | −1,409−65.4% | Reduced |
| Fairvoy Private Wealth, LLC | 744 | $225.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 744 | $225.1K | 0.03% | +744 | New |
| Correct Capital Wealth Management | 745 | $225.3K | 0.04% | +45+6.4% | Added |
| Proactive Wealth Strategies LLC | 747 | $225.6K | 0.04% | +747 | New |
| LBMC Investment Advisors, LLC | 750 | $226.9K | 0.01% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 750 | $226.9K | 0.23% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 751 | $227.2K | 0.03% | −138−15.5% | Reduced |
| Manske Wealth Management | 754 | $228.1K | 0.06% | −14−1.8% | Reduced |
| SkyOak Wealth, LLC | 755 | $228.4K | 0.04% | 00.0% | Unchanged |
| Motive Wealth Advisors | 757 | $229.0K | 0.11% | +12+1.6% | Added |
| Consilium Wealth Advisory, LLC | 758 | $229.3K | 0.08% | −20−2.6% | Reduced |
| IMA Wealth, Inc. | 759 | $229.6K | 0.02% | +1+0.1% | Added |
| Garrett Wealth Advisory Group, LLC | 759 | $229.6K | 0.04% | +759 | New |
| Financial Concepts Unlimited, Inc. | 762 | $230.5K | 0.21% | +762 | New |
| Wealth Management Nebraska | 768 | $232.3K | 0.02% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 768 | $232.3K | 0.07% | +768 | New |
| Nolet Wealth Management, LLC | 768 | $232.4K | 0.13% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 769 | $232.6K | 0.03% | 00.0% | Unchanged |
| Ewa, LLC | 769 | $232.7K | 0.05% | +86+12.6% | Added |
| Sandbox Financial Partners, LLC | 770 | $233.0K | 0.07% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 771 | $233.3K | 0.03% | −42−5.2% | Reduced |
| TSG Advice Partners, LLC | 772 | $233.4K | 0.03% | −48−5.9% | Reduced |
| Main Street Research LLC | 773 | $233.8K | 0.01% | −44−5.4% | Reduced |