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 |
|---|---|---|---|---|---|
| OneAscent Investment Solutions LLC | 1,324 | $400.5K | 0.40% | +1+0.1% | Added |
| Planning Alternatives Ltd | 1,329 | $402.1K | 0.05% | +239+21.9% | Added |
| Walkner Condon Financial Advisors LLC | 1,334 | $403.5K | 0.05% | −173−11.5% | Reduced |
| Atlas Private Wealth Advisors | 1,335 | $403.8K | 0.10% | −61−4.4% | Reduced |
| Michael Brady & Co., LLC | 1,335 | $403.8K | 0.41% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,335 | $403.8K | 0.16% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,335 | $403.9K | 0.05% | +5+0.4% | Added |
| Wealth Group, Ltd. | 1,337 | $404.0K | 0.38% | +50+3.9% | Added |
| Laurel Oak Wealth Management, LLC | 1,339 | $405.0K | 0.07% | +65+5.1% | Added |
| Eagle Harbor Asset Management Inc | 1,342 | $405.9K | 0.35% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,343 | $406.2K | 0.21% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,343 | $406.2K | 0.15% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,383 | $406.9K | 0.02% | −4,559−76.7% | Reduced |
| Shum Financial Group, Inc. | 1,346 | $407.1K | 0.29% | −2−0.1% | Reduced |
| Groupama Asset Managment | 1,346 | $407.1K | 0.01% | +242+21.9% | Added |
| Old Port Advisors | 1,347 | $407.4K | 0.09% | +62+4.8% | Added |
| Northstar Asset Management LLC | 1,350 | $408.3K | 0.09% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,350 | $408.4K | 0.19% | +1,350 | New |
| Key Financial Inc | 1,352 | $409.0K | 0.07% | +105+8.4% | Added |
| Advisortrust Partners, LLC | 1,353 | $409.3K | 0.17% | +571+73.0% | Added |
| HHM Wealth Advisors, LLC | 1,353 | $409.3K | 0.05% | +152+12.7% | Added |
| Austin Wealth Management, LLC | 1,339 | $409.4K | 0.09% | −149−10.0% | Reduced |
| Legacy Private Trust Co. | 1,355 | $409.9K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,357 | $410.0K | 0.09% | −56−4.0% | Reduced |
| Rebalance, LLC | 1,356 | $410.2K | 0.02% | −169−11.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,356 | $410.2K | 0.03% | −1−0.1% | Reduced |
| New Republic Capital, LLC | 1,363 | $412.4K | 0.14% | −767−36.0% | Reduced |
| Centerpoint Advisory Group | 1,364 | $412.6K | 0.31% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,365 | $412.8K | 0.03% | −123−8.3% | Reduced |
| SLT Holdings LLC | 1,367 | $413.5K | 0.29% | −877−39.1% | Reduced |
| Greenspring Advisors, LLC | 1,368 | $413.8K | 0.03% | −33−2.4% | Reduced |
| Burns J W & Co Inc | 1,371 | $414.7K | 0.05% | −29−2.1% | Reduced |
| Carter Financial Group, INC. | 1,372 | $415.0K | 0.26% | −31−2.2% | Reduced |
| Five Oceans Advisors | 1,372 | $415.0K | 0.15% | −13−0.9% | Reduced |
| Formidable Asset Management, LLC | 1,123 | $415.5K | 0.06% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 1,375 | $415.9K | 0.19% | −625−31.3% | Reduced |
| Woodward Diversified Capital, LLC | 1,254 | $416.0K | 0.19% | −45−3.5% | Reduced |
| Fidelity D & D Bancorp Inc | 1,376 | $416.2K | 0.17% | −72−5.0% | Reduced |
| Proficio Capital Partners LLC | 1,376 | $416.3K | 0.02% | −1−0.1% | Reduced |
| Westover Capital Advisors, LLC | 1,380 | $417.4K | 0.08% | −20−1.4% | Reduced |
| Summitry LLC | 1,382 | $418.0K | 0.01% | +786+131.9% | Added |
| Oasis Advisors, LLC | 1,386 | $418.0K | 0.08% | +1,386 | New |
| BBR Partners, LLC | 1,383 | $418.3K | 0.02% | +125+9.9% | Added |
| Capital Square, LLC | 1,332 | $418.4K | 0.19% | +150+12.7% | Added |
| Washington Trust Bank | 1,390 | $420.4K | 0.03% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,392 | $421.3K | 0.15% | +37+2.7% | Added |
| Bluedoor Private Wealth, LLC | 1,397 | $422.6K | 0.20% | +6+0.4% | Added |
| Mirabella Financial Services LLP | 1,399 | $423.2K | 0.04% | +1,399 | New |
| ELCO Management Co., LLC | 1,400 | $423.5K | 0.20% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,400 | $423.6K | 0.27% | +15+1.1% | Added |
| Capital Asset Advisory Services LLC | 1,285 | $423.8K | 0.02% | +71+5.8% | Added |
| Terra Nova Asset Management LLC | 1,402 | $424.0K | 0.31% | +3+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,403 | $424.5K | 0.09% | −8−0.6% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,406 | $425.3K | 0.07% | −129−8.4% | Reduced |
| Walleye Capital LLC | 1,408 | $425.9K | 0.00% | −35,157−96.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,409 | $426.2K | 0.15% | +168+13.5% | Added |
| Merrion Investment Management Co, LLC | 1,416 | $428.3K | 0.23% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,416 | $428.3K | 0.15% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,418 | $428.9K | 0.01% | +1,418 | New |
| Redwood Investment Management, LLC | 1,418 | $429.0K | 0.05% | −3,041−68.2% | Reduced |
| Mendel Capital Management LLC | 1,425 | $431.1K | 0.22% | +1,425 | New |
| HORAN Wealth, LLC | 1,288 | $432.5K | 0.04% | +20+1.6% | Added |
| 626 Financial, LLC | 1,431 | $432.9K | 0.19% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,431 | $432.9K | 0.26% | −92−6.0% | Reduced |
| CVA Family Office, LLC | 1,432 | $433.2K | 0.05% | +103+7.8% | Added |
| Everpar Advisors LLC | 1,432 | $433.3K | 0.15% | +186+14.9% | Added |
| Northwest Bancshares, Inc. | 1,439 | $435.3K | 0.09% | +30+2.1% | Added |
| Heritage Wealth Advisors | 1,440 | $435.6K | 0.02% | +14+1.0% | Added |
| East Coast Asset Management, LLC. | 1,442 | $436.2K | 0.14% | 00.0% | Unchanged |
| Activest Wealth Management | 1,445 | $437.0K | 0.08% | −4−0.3% | Reduced |
| Kaizen Financial Strategies | 1,344 | $437.8K | 0.19% | −317−19.1% | Reduced |
| 55 North Private Wealth, LLC | 1,449 | $438.3K | 0.11% | +95+7.0% | Added |
| Prosperity Bancshares Inc | 1,450 | $438.6K | 0.35% | +20+1.4% | Added |
| First National Bank | 1,452 | $439.2K | 0.22% | +170+13.3% | Added |
| Wealth Science Advisors LLC | 1,192 | $441.0K | 0.25% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,460 | $441.6K | 0.29% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,464 | $442.8K | 0.15% | −26−1.7% | Reduced |
| Invested Advisors | 1,464 | $442.8K | 0.45% | +10+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 1,465 | $443.2K | 0.03% | −43−2.9% | Reduced |
| Optas, LLC | 1,469 | $444.3K | 0.07% | −531−26.6% | Reduced |
| West Family Investments, Inc. | 1,469 | $444.3K | 0.16% | −635−30.2% | Reduced |
| Onefund, LLC | 1,476 | $445.0K | 0.29% | −141−8.7% | Reduced |
| First Business Financial Services, Inc. | 1,472 | $445.3K | 0.04% | 00.0% | Unchanged |
| LCNB Corp | 1,473 | $445.6K | 0.15% | +81+5.8% | Added |
| Y.D. More Investments Ltd | 1,486 | $445.6K | 0.02% | +340+29.7% | Added |
| Drive Wealth Management, LLC | 1,474 | $446.0K | 0.09% | −6−0.4% | Reduced |
| Amplius Wealth Advisors, LLC | 1,476 | $446.5K | 0.04% | −15−1.0% | Reduced |
| Capital Performance Advisors LLP | 1,476 | $446.6K | 0.03% | +65+4.6% | Added |
| Petros Family Wealth, LLC | 1,478 | $447.1K | 0.32% | −494−25.1% | Reduced |
| UMA Financial Services, Inc. | 1,478 | $447.1K | 0.06% | −76−4.9% | Reduced |
| Spahn Wealth & Retirement LLC | 1,488 | $450.1K | 0.57% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,492 | $451.2K | 0.14% | +6+0.4% | Added |
| Compass Ion Advisors, LLC | 1,492 | $451.3K | 0.04% | −2−0.1% | Reduced |
| Aire Advisors, LLC | 1,492 | $451.4K | 0.08% | +12+0.8% | Added |
| Howard Financial Services, Ltd. | 1,495 | $452.3K | 0.05% | +39+2.7% | Added |
| True North Advisors, LLC | 1,495 | $452.3K | 0.05% | −203−12.0% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $453.7K | 0.22% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $453.7K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $454.0K | 0.23% | −2,500−62.5% | Reduced |
| CSM Advisors, LLC | 1,500 | $454.0K | 0.01% | −130−8.0% | Reduced |