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 |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 869 | $262.9K | 0.08% | −65−7.0% | Reduced |
| Ponta Wealth Partners, LLC | 869 | $262.9K | 0.21% | +177+25.6% | Added |
| Financial Network Wealth Management LLC | 870 | $263.0K | 0.08% | −2−0.2% | Reduced |
| Lumbard & Kellner, LLC | 870 | $263.2K | 0.09% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 873 | $263.2K | 0.06% | 00.0% | Unchanged |
| Falcon Wealth Planning | 872 | $263.7K | 0.02% | +872 | New |
| CNB Bank | 874 | $264.4K | 0.11% | −24−2.7% | Reduced |
| Kingsman Wealth Management, Inc. | 874 | $264.4K | 0.15% | +2+0.2% | Added |
| Tannin Capital LLC | 875 | $264.7K | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 875 | $264.7K | 0.03% | +151+20.9% | Added |
| DeDora Capital, Inc. | 876 | $265.0K | 0.06% | +8+0.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 877 | $265.3K | 0.41% | −7−0.8% | Reduced |
| L & S Advisors Inc | 882 | $266.8K | 0.03% | −17,431−95.2% | Reduced |
| KLCM Advisors, Inc. | 883 | $266.9K | 0.02% | +25+2.9% | Added |
| Strid Group, LLC | 884 | $267.5K | 0.03% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 885 | $267.7K | 0.08% | 00.0% | Unchanged |
| General Partner, Inc. | 886 | $268.0K | 0.16% | −50−5.3% | Reduced |
| FDx Advisors, Inc. | 886 | $268.0K | 0.09% | −10−1.1% | Reduced |
| Wealth Management Associates, Inc. | 888 | $268.5K | 0.09% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 889 | $268.9K | 0.10% | +80+9.9% | Added |
| Fortress Wealth Group, LLC | 880 | $269.1K | 0.10% | 00.0% | Unchanged |
| Financial Consulate, Inc | 890 | $269.3K | 0.03% | −2−0.2% | Reduced |
| OakTrust Wealth Advisors, LLC | 893 | $270.1K | 0.25% | −6−0.7% | Reduced |
| Per Stirling Capital Management, LLC. | 898 | $271.5K | 0.03% | +39+4.5% | Added |
| Peck Wealth Management, LLC | 900 | $272.2K | 0.27% | −122−11.9% | Reduced |
| Talbot Financial, LLC | 900 | $272.2K | 0.02% | 00.0% | Unchanged |
| Jacobsen Capital Management | 900 | $272.2K | 0.09% | +114+14.5% | Added |
| Plotkin Financial Advisors, LLC | 904 | $273.4K | 0.14% | +145+19.1% | Added |
| North Berkeley Wealth Management, LLC | 906 | $274.0K | 0.14% | −144−13.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 907 | $274.2K | 0.15% | −190−17.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 907 | $274.3K | 0.02% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 908 | $274.7K | 0.16% | +82+9.9% | Added |
| Vista Investment Partners LLC | 909 | $275.0K | 0.07% | −61−6.3% | Reduced |
| Omnitrust Wealth Management, Inc | 910 | $275.3K | 0.36% | −38−4.0% | Reduced |
| Summa Corp. | 910 | $275.3K | 0.11% | +100+12.3% | Added |
| Davis R M Inc | 911 | $275.5K | 0.00% | −482−34.6% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 913 | $276.2K | 0.25% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 913 | $276.3K | 0.02% | +82+9.9% | Added |
| Kessler Investment Group, LLC | 916 | $277.1K | 0.13% | −173−15.9% | Reduced |
| Park Edge Advisors, LLC | 917 | $277.3K | 0.06% | +235+34.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 871 | $277.6K | 0.17% | +20+2.4% | Added |
| Stephenson & Company, Inc. | 918 | $277.7K | 0.15% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 918 | $277.7K | 0.03% | +17+1.9% | Added |
| Retirement Planning Co of New England, Inc. | 918 | $277.7K | 0.11% | +104+12.8% | Added |
| Saxony Capital Management, LLC | 918 | $277.8K | 0.16% | +55+6.4% | Added |
| Ackerman Capital Advisors, LLC | 920 | $278.3K | 0.06% | 00.0% | Unchanged |
| WT Wealth Management | 923 | $279.2K | 0.08% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 923 | $279.2K | 0.03% | +14+1.5% | Added |
| Summit Wealth Group LLC | 924 | $279.5K | 0.03% | +237+34.5% | Added |
| Syverson Strege & Co | 929 | $281.0K | 0.07% | −39−4.0% | Reduced |
| Hyperion Capital Advisors LP | 930 | $281.3K | 0.14% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 931 | $281.5K | 0.04% | +210+29.1% | Added |
| North Star Asset Management Inc | 931 | $281.6K | 0.01% | −17−1.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $281.9K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 934 | $282.6K | 0.08% | −8−0.8% | Reduced |
| Redwood Financial Network Corp | 935 | $282.7K | 0.19% | +214+29.7% | Added |
| JGP Wealth Management, LLC | 935 | $282.8K | 0.03% | +17+1.9% | Added |
| Westside Investment Management, Inc. | 939 | $283.5K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 938 | $283.7K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 939 | $284.1K | 0.07% | −29−3.0% | Reduced |
| Harbor Group, Inc. | 942 | $285.1K | 0.04% | +1+0.1% | Added |
| HC Advisors, LLC | 945 | $285.9K | 0.19% | −3−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 946 | $286.1K | 0.06% | −190−16.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 948 | $286.8K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 950 | $287.4K | 0.07% | +2+0.2% | Added |
| Bouchey Financial Group Ltd | 902 | $287.4K | 0.02% | −195−17.8% | Reduced |
| FourThought Financial Partners, LLC | 950 | $287.4K | 0.02% | +4+0.4% | Added |
| Bellwether Advisors, LLC | 954 | $288.6K | 0.05% | −55−5.5% | Reduced |
| FLC Capital Advisors | 955 | $288.9K | 0.05% | −1−0.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 957 | $289.5K | 0.09% | −6−0.6% | Reduced |
| Peak Retirement Planning, Inc. | 958 | $289.9K | 0.06% | +74+8.4% | Added |
| Greenwich Wealth Management LLC | 958 | $290.0K | 0.01% | −132−12.1% | Reduced |
| WealthSpring Partners, LLC | 961 | $290.6K | 0.27% | +1+0.1% | Added |
| Good Steward Wealth Advisors,LLC | 961 | $290.7K | 0.19% | +45+4.9% | Added |
| New Covenant Trust Company, N.A. | 966 | $292.2K | 0.26% | +214+28.5% | Added |
| Certified Advisory Corp | 968 | $292.7K | 0.03% | +21+2.2% | Added |
| Garrison Point Advisors, LLC | 970 | $293.4K | 0.13% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 972 | $293.9K | 0.03% | −3−0.3% | Reduced |
| EPG Wealth Management LLC | 974 | $294.5K | 0.08% | +1+0.1% | Added |
| First Nebraska Trust Co | 975 | $294.9K | 0.03% | 00.0% | Unchanged |
| Act Two Investors LLC | 979 | $296.1K | 0.07% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 981 | $296.7K | 0.12% | 00.0% | Unchanged |
| Seeds Investor LLC | 908 | $296.9K | 0.04% | +151+19.9% | Added |
| Barlow Wealth Partners, Inc. | 896 | $297.2K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 985 | $297.9K | 0.03% | −3,175−76.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 987 | $298.5K | 0.04% | +1+0.1% | Added |
| Range Advisory, LLC | 989 | $299.0K | 0.06% | +317+47.2% | Added |
| Allied Investment Advisors, LLC | 989 | $299.2K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 992 | $300.1K | 0.03% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 998 | $300.9K | 0.05% | +129+14.8% | Added |
| N.E.W. Advisory Services LLC | 995 | $301.0K | 0.02% | −283−22.1% | Reduced |
| Catalina Capital Group, LLC | 996 | $301.3K | 0.18% | +12+1.2% | Added |
| Baron Wealth Management LLC | 996 | $301.3K | 0.09% | −113−10.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,000 | $302.0K | 0.21% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 935 | $302.1K | 0.02% | −1−0.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,000 | $302.5K | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,000 | $302.5K | 0.14% | +1,000 | New |
| Birnam Oak Advisors, LP | 1,000 | $302.5K | 0.08% | +1,000 | New |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $302.6K | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 1,003 | $303.4K | 0.05% | −232−18.8% | Reduced |