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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 1,005 | $304.0K | 0.03% | −42−4.0% | Reduced |
| Archetype Wealth Partners | 1,006 | $304.0K | 0.04% | +30+3.1% | Added |
| Innovative Asset Advisors Group, LLC | 1,005 | $304.1K | 0.18% | +1,005 | New |
| Avantra Family Wealth, Inc. | 1,006 | $304.3K | 0.23% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 1,006 | $304.4K | 0.22% | +1+0.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,008 | $304.9K | 0.01% | +519+106.1% | Added |
| Partnership Wealth Management, LLC | 1,010 | $305.5K | 0.23% | −1,178−53.8% | Reduced |
| Aurdan Capital Management, LLC | 1,010 | $305.5K | 0.09% | +10+1.0% | Added |
| Wealth Management Partners, LLC | 1,014 | $305.9K | 0.09% | +1+0.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,011 | $306.0K | 0.04% | +88+9.5% | Added |
| AMG Asset Management Group, Inc. | 1,012 | $306.1K | 0.24% | +1,012 | New |
| LRI Investments, LLC | 1,012 | $306.2K | 0.03% | +426+72.7% | Added |
| Buckley Wealth Management, LLC | 1,013 | $306.4K | 0.08% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,014 | $306.7K | 0.09% | −5−0.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,015 | $307.1K | 0.13% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,022 | $309.1K | 0.01% | +1,022 | New |
| New Age Alpha Advisors, LLC | 1,024 | $309.7K | 0.01% | −20,145−95.2% | Reduced |
| WealthPLAN Partners, LLC | 1,025 | $310.1K | 0.06% | +128+14.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,026 | $310.4K | 0.08% | +166+19.3% | Added |
| Stembrook Asset Management, LLC | 1,028 | $310.9K | 0.30% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 1,030 | $311.6K | 0.21% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 994 | $311.6K | 0.03% | +382+62.4% | Added |
| Cornerstone Advisory, LLC | 1,031 | $311.9K | 0.03% | +14+1.4% | Added |
| Accel Wealth Management | 1,033 | $312.4K | 0.08% | −37−3.5% | Reduced |
| Alesco Advisors LLC | 1,033 | $312.5K | 0.01% | 00.0% | Unchanged |
| Mayport, LLC | 1,035 | $313.0K | 0.06% | −79−7.1% | Reduced |
| Wedge Capital Management L L P | 1,035 | $313.1K | 0.01% | +144+16.2% | Added |
| Bestgate Wealth Advisors, LLC | 1,036 | $313.4K | 0.57% | −48−4.4% | Reduced |
| Vivaldi Capital Management, LLC | 1,039 | $314.3K | 0.04% | −37−3.4% | Reduced |
| Convergence Investment Partners, LLC | 1,040 | $314.6K | 0.05% | −47−4.3% | Reduced |
| Roble, Belko & Company, Inc | 1,042 | $315.0K | 0.04% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,042 | $315.0K | 0.03% | +60+6.1% | Added |
| Park Capital Management, LLC | 1,042 | $315.3K | 0.31% | −5−0.5% | Reduced |
| Rooted Wealth Advisors, Inc. | 957 | $315.6K | 0.08% | +101+11.8% | Added |
| Advisors Management Group Inc | 1,048 | $316.0K | 0.06% | −167−13.7% | Reduced |
| Kiley Juergens Wealth Management, LLC | 1,047 | $316.7K | 0.06% | +1,047 | New |
| Sharkey, Howes & Javer | 1,047 | $316.8K | 0.04% | −273−20.7% | Reduced |
| SMART Wealth LLC | 1,048 | $316.9K | 0.09% | +188+21.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,049 | $317.4K | 0.07% | +2+0.2% | Added |
| Burling Wealth Partners, LLC | 1,051 | $317.9K | 0.05% | −4−0.4% | Reduced |
| Nikulski Financial, Inc. | 1,051 | $317.9K | 0.08% | +1,051 | New |
| Congress Park Capital LLC | 1,053 | $318.5K | 0.10% | +405+62.5% | Added |
| Voya Financial Advisors, Inc. | 1,093 | $319.5K | 0.03% | −64−5.5% | Reduced |
| Ethos Financial Group, LLC | 1,057 | $319.7K | 0.02% | +65+6.6% | Added |
| Vista Investment Management | 1,057 | $319.7K | 0.11% | +54+5.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,058 | $320.0K | 0.05% | +44+4.3% | Added |
| Reflection Asset Management | 1,056 | $320.3K | 0.20% | +52+5.2% | Added |
| CRA Financial Services, LLC | 1,064 | $321.8K | 0.04% | −20−1.8% | Reduced |
| One Day In July LLC | 1,069 | $323.4K | 0.03% | −31−2.8% | Reduced |
| Providence Capital Advisors, LLC | 1,070 | $323.7K | 0.05% | −33−3.0% | Reduced |
| Middleton & Co Inc | 1,070 | $323.7K | 0.04% | −15−1.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,070 | $323.7K | 0.01% | +125+13.2% | Added |
| Caerus Investment Advisors, LLC | 1,072 | $324.3K | 0.14% | +72+7.2% | Added |
| Johnson Financial Group, Inc. | 1,072 | $324.3K | 0.01% | +226+26.7% | Added |
| Abacus Planning Group, Inc. | 1,073 | $324.6K | 0.04% | −134−11.1% | Reduced |
| Paragon Capital Management Ltd | 1,074 | $324.9K | 0.07% | 00.0% | Unchanged |
| First PREMIER Bank | 1,073 | $325.0K | 0.08% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,075 | $325.2K | 0.05% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,075 | $325.2K | 0.01% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 1,078 | $326.1K | 0.16% | −520−32.5% | Reduced |
| Narus Financial Partners, LLC | 1,078 | $326.1K | 0.09% | +102+10.5% | Added |
| Shepherd Financial Partners LLC | 1,078 | $326.1K | 0.03% | +10+0.9% | Added |
| Cowa, LLC | 1,085 | $328.2K | 0.09% | −20−1.8% | Reduced |
| CFS Investment Advisory Services, LLC | 991 | $328.7K | 0.02% | +8+0.8% | Added |
| Hamilton Capital, LLC | 1,088 | $329.1K | 0.02% | −288−20.9% | Reduced |
| Redmond Asset Management, LLC | 1,088 | $329.1K | 0.09% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 1,088 | $329.1K | 0.07% | +501+85.3% | Added |
| Guyasuta Investment Advisors Inc | 1,089 | $329.4K | 0.02% | +12+1.1% | Added |
| Sand Hill Global Advisors, LLC | 1,094 | $330.9K | 0.01% | +118+12.1% | Added |
| NorthStar Asset Management LLC | 1,096 | $331.4K | 0.16% | +2+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,096 | $331.5K | 0.11% | +103+10.4% | Added |
| EJMK Ventures LLC | 1,098 | $332.1K | 0.19% | −22−2.0% | Reduced |
| Acima Private Wealth, LLC | 1,100 | $332.7K | 0.10% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,106 | $334.5K | 0.10% | +115+11.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,108 | $335.1K | 0.05% | −337−23.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,114 | $337.2K | 0.03% | +600+116.7% | Added |
| Manchester Financial Inc | 1,116 | $337.4K | 0.06% | −79−6.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,116 | $337.6K | 0.06% | +291+35.3% | Added |
| Willow Financial LLC | 1,117 | $337.9K | 0.34% | −34−3.0% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,122 | $339.4K | 0.17% | +50+4.7% | Added |
| Ehrlich Financial Group | 1,125 | $340.3K | 0.20% | −14−1.2% | Reduced |
| Colonial Trust Advisors | 1,126 | $340.6K | 0.03% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 1,127 | $340.9K | 0.28% | 00.0% | Unchanged |
| GWN Securities Inc. | 1,127 | $341.1K | 0.07% | +365+47.9% | Added |
| Solidarilty Wealth, LLC | 1,128 | $341.2K | 0.07% | +100+9.7% | Added |
| Schnieders Capital Management, LLC. | 1,131 | $342.1K | 0.05% | −212−15.8% | Reduced |
| Hudock, Inc. | 1,131 | $342.1K | 0.05% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,135 | $343.4K | 0.07% | +27+2.4% | Added |
| Owl Creek Wealth Partners LLC | 1,135 | $343.4K | 0.12% | +1,135 | New |
| Triad Wealth Partners, LLC | 1,136 | $343.6K | 0.03% | +13+1.2% | Added |
| Strait & Sound Wealth Management LLC | 1,137 | $343.9K | 0.13% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,138 | $344.3K | 0.04% | −60−5.0% | Reduced |
| Vista Capital Partners, Inc. | 1,140 | $344.8K | 0.03% | −12−1.0% | Reduced |
| Winthrop Advisory Group LLC | 1,140 | $344.9K | 0.03% | −186−14.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,147 | $346.9K | 0.06% | +18+1.6% | Added |
| Liberty Square Wealth Partners LLC | 1,149 | $347.6K | 0.10% | +5+0.4% | Added |
| Means Investment Co., Inc. | 1,151 | $348.2K | 0.03% | −29−2.5% | Reduced |
| Northwest Wealth Management, LLC | 1,152 | $348.5K | 0.05% | +4+0.3% | Added |
| James J. Burns & Company, LLC | 1,153 | $348.7K | 0.05% | −200−14.8% | Reduced |
| Kennedy Investment Group | 1,153 | $348.7K | 0.14% | +499+76.3% | Added |