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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 774 | $234.0K | 0.06% | +2+0.3% | Added |
| Axiom Investment Management LLC | 775 | $234.4K | 0.18% | +775 | New |
| Verum Partners LLC | 776 | $234.9K | 0.04% | +136+21.3% | Added |
| Ellenbecker Investment Group | 777 | $235.3K | 0.03% | +17+2.2% | Added |
| Willner & Heller, LLC | 778 | $235.5K | 0.18% | +11+1.4% | Added |
| Ascent Wealth Partners, LLC | 782 | $236.5K | 0.03% | +56+7.7% | Added |
| Brio Consultants, LLC | 749 | $236.6K | 0.03% | −110−12.8% | Reduced |
| Bellecapital International Ltd. | 783 | $236.8K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 785 | $237.3K | 0.01% | +120+18.0% | Added |
| Legacy Financial Group, Inc. | 785 | $237.4K | 0.06% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 785 | $237.5K | 0.08% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 786 | $237.8K | 0.10% | −28−3.4% | Reduced |
| apricus wealth, LLC | 787 | $238.1K | 0.12% | −60−7.1% | Reduced |
| Clarity Wealth Advisors, LLC | 787 | $238.2K | 0.05% | −18−2.2% | Reduced |
| Silver Grove Financial Group, Inc. | 789 | $238.6K | 0.19% | +789 | New |
| Ariston Services Group | 0 | $239.6K | 0.14% | −849−100.0% | Reduced |
| Tillman Hartley LLC | 793 | $239.9K | 0.06% | −192−19.5% | Reduced |
| DLK Investment Management, LLC | 794 | $240.2K | 0.09% | 00.0% | Unchanged |
| Dorato Capital Management | 760 | $240.4K | 0.18% | +25+3.4% | Added |
| Harvest Investment Services, LLC | 796 | $240.8K | 0.04% | +10+1.3% | Added |
| Total Clarity Wealth Management, Inc. | 797 | $241.0K | 0.06% | −77−8.8% | Reduced |
| Lantz Financial LLC | 797 | $241.1K | 0.05% | −11−1.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 798 | $241.4K | 0.01% | +8+1.0% | Added |
| Summit Place Financial Advisors, LLC | 798 | $241.4K | 0.12% | +76+10.5% | Added |
| Northeast Investment Management | 798 | $241.4K | 0.01% | +798 | New |
| Novare Capital Management LLC | 798 | $241.4K | 0.02% | −7−0.9% | Reduced |
| Center For Asset Management LLC | 799 | $241.6K | 0.12% | −6−0.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 800 | $242.0K | 0.05% | −10−1.2% | Reduced |
| Wexford Capital LP | 800 | $242.0K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 800 | $242.0K | 0.06% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $242.0K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 800 | $242.0K | 0.22% | +800 | New |
| Close Asset Management Ltd | 801 | $242.0K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 801 | $242.2K | 0.03% | +37+4.8% | Added |
| Hoge Financial Services, LLC | 781 | $242.3K | 0.13% | −29−3.6% | Reduced |
| BCJ Capital Management, LLC | 801 | $242.3K | 0.01% | +191+31.3% | Added |
| Chris Bulman Inc | 802 | $242.8K | 0.11% | −82−9.3% | Reduced |
| Sivia Capital Partners, LLC | 804 | $243.2K | 0.05% | −980−54.9% | Reduced |
| German American Bancorp, Inc. | 805 | $243.5K | 0.02% | −76−8.6% | Reduced |
| Dutch Asset Corp | 805 | $243.6K | 0.16% | +209+35.1% | Added |
| BlueStem Wealth Partners, LLC | 808 | $244.3K | 0.03% | −18−2.2% | Reduced |
| Becker Capital Management Inc | 808 | $244.4K | 0.01% | −11−1.3% | Reduced |
| Blue Fin Capital, Inc. | 808 | $244.7K | 0.04% | −596−42.5% | Reduced |
| Patton Fund Management, Inc. | 809 | $244.7K | 0.04% | −16,065−95.2% | Reduced |
| Vestor Capital, LLC | 809 | $245.0K | 0.02% | −298,014−99.7% | Reduced |
| Shrier Wealth Management, LLC | 813 | $245.9K | 0.09% | −72−8.1% | Reduced |
| Deseret Mutual Benefit Administrators | 813 | $245.9K | 0.08% | +353+76.7% | Added |
| PCG Asset Management, LLC | 815 | $246.5K | 0.20% | +100+14.0% | Added |
| Antonelli Financial Advisors, LLC | 815 | $247.0K | 0.17% | 00.0% | Unchanged |
| Farmers National Bank | 817 | $247.1K | 0.05% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 818 | $247.4K | 0.07% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 820 | $248.0K | 0.21% | 00.0% | Unchanged |
| Sun Group Wealth Partners | 821 | $248.4K | 0.20% | +250+43.8% | Added |
| Warner Group LLC | 822 | $248.8K | 0.16% | +1+0.1% | Added |
| Old Second National Bank of Aurora | 823 | $248.9K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 826 | $249.8K | 0.03% | −50−5.7% | Reduced |
| BXM Wealth LLC | 830 | $251.1K | 0.19% | −31,347−97.4% | Reduced |
| Weatherly Asset Management L. P. | 830 | $251.1K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 832 | $251.7K | 0.00% | −464,007−99.8% | Reduced |
| First Heartland Consultants, Inc. | 832 | $251.7K | 0.02% | −40−4.6% | Reduced |
| Vance Wealth, Inc. | 832 | $251.7K | 0.07% | +35+4.4% | Added |
| DecisionPoint Financial, LLC | 833 | $251.8K | 0.05% | +2+0.2% | Added |
| Renasant Bank | 833 | $252.0K | 0.18% | +102+14.0% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 833 | $252.0K | 0.04% | +833 | New |
| Commonwealth Financial Services, LLC | 833 | $252.0K | 0.04% | +133+19.0% | Added |
| Horst & Graben Wealth Management LLC | 791 | $252.2K | 0.03% | +5+0.6% | Added |
| Integrity Advisory Solutions, LLC | 834 | $252.4K | 0.03% | −47−5.3% | Reduced |
| M. Kraus & Co | 836 | $252.9K | 0.07% | 00.0% | Unchanged |
| Iron Financial, LLC | 837 | $253.3K | 0.11% | +31+3.8% | Added |
| Financial Council Asset Management Inc | 838 | $253.5K | 0.10% | 00.0% | Unchanged |
| Navigate Wealth Management, LLC | 770 | $253.9K | 0.18% | +770 | New |
| Coquina Private Wealth LLC | 840 | $254.1K | 0.20% | −128−13.2% | Reduced |
| Farmers & Merchants Investments Inc | 840 | $254.1K | 0.01% | −101−10.7% | Reduced |
| Orion Capital Management LLC | 840 | $254.1K | 0.09% | −100−10.6% | Reduced |
| Prostatis Group LLC | 842 | $254.8K | 0.07% | −40−4.5% | Reduced |
| CenterStar Asset Management, LLC | 844 | $255.1K | 0.25% | +844 | New |
| Hengehold Capital Management LLC | 843 | $255.1K | 0.02% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 845 | $255.6K | 0.13% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 846 | $255.9K | 0.00% | −219−20.6% | Reduced |
| Wellington-Altus USA Inc. | 758 | $256.4K | 0.15% | −786−50.9% | Reduced |
| TFC Financial Management | 848 | $256.7K | 0.03% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 850 | $257.1K | 0.03% | −59−6.5% | Reduced |
| Goepper Burkhardt LLC | 850 | $257.1K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 852 | $257.7K | 0.00% | −5,100−85.7% | Reduced |
| Hopwood Financial Services, Inc. | 852 | $257.7K | 0.17% | −62−6.8% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 852 | $257.7K | 0.17% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 789 | $257.9K | 0.01% | +56+7.6% | Added |
| Genesis Private Wealth, LLC | 853 | $258.0K | 0.08% | +39+4.8% | Added |
| City Center Advisors, LLC | 857 | $259.2K | 0.24% | +32+3.9% | Added |
| Dearborn Partners LLC | 859 | $259.8K | 0.01% | −9−1.0% | Reduced |
| Parkway Wealth Management Group, LLC | 818 | $259.9K | 0.03% | −1,567−65.7% | Reduced |
| Boothbay Fund Management, LLC | 860 | $260.1K | 0.01% | +860 | New |
| Scientech Research LLC | 862 | $260.7K | 0.22% | +862 | New |
| Buffalo Business & Estate Services Ltd | 864 | $261.4K | 0.04% | −279−24.4% | Reduced |
| Granite Harbor Advisors, Inc. | 865 | $261.6K | 0.11% | +21+2.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 865 | $261.6K | 0.01% | −18−2.0% | Reduced |
| PVG Asset Management Corp | 781 | $261.9K | 0.16% | −5−0.6% | Reduced |
| Bollard Group LLC | 865 | $262.0K | 0.01% | +1+0.1% | Added |
| GSB Wealth Management, LLC | 868 | $262.5K | 0.06% | −8−0.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 869 | $262.7K | 0.03% | +30+3.6% | Added |