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 |
|---|---|---|---|---|---|
| Alta Wealth Advisors LLC | 1,161 | $351.1K | 0.11% | +7+0.6% | Added |
| TruWealth Advisors, LLC | 1,162 | $351.5K | 0.02% | +59+5.3% | Added |
| Peachtree Investment Partners, LLC | 1,162 | $351.6K | 0.13% | −335−22.4% | Reduced |
| Berbice Capital Management LLC | 1,164 | $352.1K | 0.23% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,164 | $352.1K | 0.12% | +2+0.2% | Added |
| Intesa Sanpaolo S.p.A. | 1,165 | $352.4K | 0.02% | +1,165 | New |
| Clifford Group, LLC | 1,166 | $352.7K | 0.27% | +30+2.6% | Added |
| Samalin Investment Counsel, LLC | 1,166 | $352.8K | 0.13% | +2+0.2% | Added |
| Nautilus Advisors LLC | 1,168 | $353.2K | 0.24% | −291−19.9% | Reduced |
| North Dallas Bank & Trust Co | 1,168 | $353.3K | 0.24% | −150−11.4% | Reduced |
| Sharp Financial Services, LLC | 1,168 | $353.3K | 0.17% | +1,168 | New |
| Intrust Bank NA | 1,170 | $353.9K | 0.03% | +227+24.1% | Added |
| Claris Financial LLC | 1,173 | $354.7K | 0.19% | +2+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 1,173 | $354.8K | 0.07% | −69−5.6% | Reduced |
| E&G Advisors, LP | 1,173 | $354.8K | 0.08% | +21+1.8% | Added |
| PFG Private Wealth Management, LLC | 1,173 | $354.8K | 0.15% | +57+5.1% | Added |
| Montgomery Investment Management Inc | 1,175 | $355.4K | 0.12% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1,176 | $355.7K | 0.20% | +1,176 | New |
| Nadler Financial Group, Inc. | 1,177 | $356.0K | 0.03% | −156−11.7% | Reduced |
| Advus Financial Partners, LLC | 1,179 | $356.5K | 0.09% | −85−6.7% | Reduced |
| AGH Wealth Advisors, LLC | 1,185 | $358.4K | 0.26% | −4−0.3% | Reduced |
| Opinicus Capital, Inc. | 1,188 | $359.2K | 0.25% | +115+10.7% | Added |
| Black Diamond Financial, LLC | 1,190 | $359.9K | 0.04% | +106+9.8% | Added |
| Avail Investment Partners, LLC | 1,190 | $360.0K | 0.38% | +1,190 | New |
| Navellier & Associates Inc | 1,200 | $363.0K | 0.04% | −61−4.8% | Reduced |
| Mechanics Bank Trust Department | 1,200 | $363.0K | 0.05% | −60−4.8% | Reduced |
| City State Bank | 1,200 | $363.0K | 0.09% | −23−1.9% | Reduced |
| Omega Financial Group, LLC | 1,200 | $363.0K | 0.12% | −18−1.5% | Reduced |
| Shepherd Street Advisors LLC | 1,200 | $363.0K | 0.36% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,201 | $363.3K | 0.08% | −138−10.3% | Reduced |
| Anchyra Partners LLC | 1,201 | $363.3K | 0.11% | +15+1.3% | Added |
| Lafayette Investments, Inc. | 1,202 | $363.6K | 0.07% | +228+23.4% | Added |
| Joule Financial, LLC | 1,204 | $364.2K | 0.11% | 00.0% | Unchanged |
| Vicus Capital | 1,206 | $364.7K | 0.03% | −304−20.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $365.1K | 0.24% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,208 | $365.4K | 0.09% | −20−1.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,068 | $365.6K | 0.05% | −4,258−79.9% | Reduced |
| Firestone Capital Management | 1,215 | $367.5K | 0.08% | −10−0.8% | Reduced |
| O'Brien Greene & Co. Inc | 1,217 | $368.1K | 0.10% | −28−2.2% | Reduced |
| Wealth Quarterback LLC | 1,218 | $368.4K | 0.15% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,218 | $368.4K | 0.18% | −482−28.4% | Reduced |
| Hoxton Planning & Management, LLC | 1,218 | $368.4K | 0.11% | −27−2.2% | Reduced |
| Essex Investment Management Co LLC | 1,219 | $368.7K | 0.06% | −2,746−69.3% | Reduced |
| Garner Asset Management Corp | 1,219 | $368.9K | 0.14% | −52−4.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,157 | $369.0K | 0.08% | −94−7.5% | Reduced |
| Ascension Capital Advisors, Inc. | 1,224 | $370.2K | 0.12% | +1,224 | New |
| ARS Wealth Advisors Group, LLC | 1,226 | $370.9K | 0.03% | +217+21.5% | Added |
| Green Ridge Wealth Planning LLC | 1,228 | $371.4K | 0.20% | −5−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,235 | $373.6K | 0.09% | −1−0.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,236 | $374.0K | 0.08% | −97−7.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,237 | $374.2K | 0.03% | −7−0.6% | Reduced |
| GAM Holding AG | 1,238 | $374.5K | 0.03% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 1,240 | $375.1K | 0.18% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,242 | $375.7K | 0.04% | +1,242 | New |
| SFMG, LLC | 1,243 | $376.1K | 0.03% | −73−5.5% | Reduced |
| Birchcreek Wealth Management, LLC | 1,245 | $376.6K | 0.18% | +49+4.1% | Added |
| Claret Asset Management Corp | 1,247 | $377.0K | 0.05% | +15+1.2% | Added |
| TritonPoint Partners, LLC | 1,247 | $377.0K | 0.14% | +1,247 | New |
| Tanglewood Legacy Advisors, LLC | 1,247 | $377.2K | 0.14% | 00.0% | Unchanged |
| Index Technologies Group LLC | 1,247 | $377.2K | 0.41% | +3+0.2% | Added |
| Ruggaard & Associates LLC | 1,248 | $377.5K | 0.15% | +15+1.2% | Added |
| Inscription Capital, LLC | 1,252 | $378.7K | 0.04% | +54+4.5% | Added |
| ProCore Advisors, LLC | 1,254 | $379.3K | 0.58% | +4+0.3% | Added |
| State of Wyoming | 1,255 | $379.6K | 0.04% | −215−14.6% | Reduced |
| Libra Wealth LLC | 1,255 | $379.6K | 0.11% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,257 | $380.2K | 0.17% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,257 | $380.2K | 0.05% | +467+59.1% | Added |
| Trust Co of the South | 1,259 | $380.8K | 0.06% | −77−5.8% | Reduced |
| Mainstream Capital Management LLC | 1,259 | $380.8K | 0.26% | −7−0.6% | Reduced |
| Maia Wealth LLC | 1,263 | $382.2K | 0.06% | −10−0.8% | Reduced |
| Summit Asset Management, LLC | 1,265 | $382.6K | 0.05% | 00.0% | Unchanged |
| J. Goldman & Co LP | 1,265 | $382.6K | 0.02% | +1,265 | New |
| ETF Portfolio Partners, Inc. | 1,269 | $383.8K | 0.10% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,274 | $385.4K | 0.13% | +17+1.4% | Added |
| First Financial Bank - Trust Division | 1,274 | $385.4K | 0.03% | −87−6.4% | Reduced |
| Fagan Associates, Inc. | 1,275 | $385.7K | 0.05% | +10+0.8% | Added |
| Smith, Moore & Co. | 1,275 | $385.7K | 0.03% | −432−25.3% | Reduced |
| Prudent Investors Network | 1,277 | $386.3K | 0.08% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,278 | $386.6K | 0.22% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,045 | $387.0K | 0.28% | −103−9.0% | Reduced |
| BTC Capital Management, Inc. | 1,284 | $388.4K | 0.03% | −28−2.1% | Reduced |
| Southeast Asset Advisors Inc. | 1,286 | $389.1K | 0.04% | +2+0.2% | Added |
| Monticello Wealth Management, LLC | 1,289 | $389.9K | 0.03% | +29+2.3% | Added |
| Vigilare Wealth Management | 1,291 | $390.5K | 0.13% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,295 | $391.7K | 0.08% | +16+1.3% | Added |
| Acadian Asset Management LLC | 1,297 | $392.0K | 0.00% | −163−11.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,303 | $393.0K | 0.00% | +289+28.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,300 | $393.2K | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,300 | $393.2K | 0.02% | −167−11.4% | Reduced |
| HBW Advisory Services LLC | 1,301 | $393.5K | 0.04% | −78−5.7% | Reduced |
| Alpha Family Trust | 1,305 | $394.7K | 0.19% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,305 | $394.9K | 0.07% | −200−13.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,306 | $395.0K | 0.00% | +631+93.5% | Added |
| Midwest Financial Partners Investments, Inc. | 1,307 | $395.3K | 0.21% | +185+16.5% | Added |
| Kitching Partners, LLC | 1,311 | $396.5K | 0.36% | +120+10.1% | Added |
| Tortoise Investment Management, LLC | 1,313 | $397.2K | 0.03% | +39+3.1% | Added |
| Princeton Global Asset Management LLC | 1,317 | $398.5K | 0.07% | +109+9.0% | Added |
| Keating Financial Advisory Services, Inc. | 1,319 | $399.0K | 0.06% | −2,371−64.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,318 | $399.0K | 0.05% | 00.0% | Unchanged |
| TrustBank | 1,320 | $399.3K | 0.15% | 00.0% | Unchanged |