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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 11,360 | $3.44M | 0.94% | +4,110+56.7% | Added |
| Golden State Equity Partners | 11,349 | $3.43M | 0.26% | +7,957+234.6% | Added |
| RB Capital Management, LLC | 11,347 | $3.43M | 0.73% | +644+6.0% | Added |
| Lowe Brockenbrough & Co Inc | 11,340 | $3.43M | 0.17% | −57−0.5% | Reduced |
| Evoke Wealth, LLC | 11,320 | $3.42M | 0.06% | −857−7.0% | Reduced |
| Family Capital Trust Co | 11,318 | $3.42M | 1.24% | −40.0% | Reduced |
| SIH Partners, LLLP | 11,291 | $3.42M | 0.11% | +11,291 | New |
| LGT Fund Management Co Ltd. | 11,286 | $3.41M | 0.15% | +8,148+259.7% | Added |
| Evergreen Capital Management LLC | 11,241 | $3.40M | 0.07% | −5,525−33.0% | Reduced |
| Jacobi Capital Management LLC | 11,221 | $3.39M | 0.19% | −67−0.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,204 | $3.39M | 0.07% | −92−0.8% | Reduced |
| Venturi Wealth Management, LLC | 11,142 | $3.37M | 0.15% | +128+1.2% | Added |
| Vestcor Inc | 11,121 | $3.36M | 0.09% | 00.0% | Unchanged |
| RMR Wealth Builders | 11,093 | $3.36M | 0.26% | +1,479+15.4% | Added |
| St. Johns Investment Management Company, LLC | 11,021 | $3.33M | 1.40% | +508+4.8% | Added |
| Wesbanco Bank Inc | 11,015 | $3.33M | 0.09% | −799−6.8% | Reduced |
| Sprucegrove Investment Management Ltd | 10,953 | $3.31M | 0.53% | −2,779−20.2% | Reduced |
| KWB Wealth | 8,944 | $3.31M | 0.33% | −820−8.4% | Reduced |
| HBK Sorce Advisory LLC | 10,428 | $3.30M | 0.07% | +307+3.0% | Added |
| Fruth Investment Management | 10,870 | $3.29M | 0.82% | −110−1.0% | Reduced |
| Mission Wealth Management, LP | 10,798 | $3.27M | 0.07% | +306+2.9% | Added |
| Quantitative Investment Management, LLC | 10,765 | $3.26M | 0.34% | +10,765 | New |
| Bank Ozk | 10,758 | $3.25M | 1.15% | +580+5.7% | Added |
| 2Xideas AG | 10,745 | $3.25M | 1.27% | −716−6.2% | Reduced |
| Elefante Mark B | 10,730 | $3.25M | 1.79% | +4,088+61.5% | Added |
| Tudor Investment Corp Et Al | 10,726 | $3.24M | 0.02% | +10,726 | New |
| SCS Capital Management LLC | 10,720 | $3.24M | 0.03% | −907−7.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,710 | $3.24M | 1.88% | −85−0.8% | Reduced |
| Banyan Capital Management, Inc. | 10,700 | $3.24M | 1.39% | −1,551−12.7% | Reduced |
| Parkside Financial Bank & Trust | 10,694 | $3.23M | 0.25% | −10−0.1% | Reduced |
| Atomi Financial Group, Inc. | 10,674 | $3.23M | 0.10% | +832+8.5% | Added |
| Bull Street Advisors, LLC | 10,673 | $3.23M | 1.60% | −155−1.4% | Reduced |
| Cullen Investment Group, Ltd. | 10,670 | $3.23M | 0.43% | +30.0% | Added |
| Independent Financial Group, LLC | 10,640 | $3.22M | 0.07% | −946−8.2% | Reduced |
| Arista Wealth Management, LLC | 10,625 | $3.21M | 0.39% | −47−0.4% | Reduced |
| Canandaigua National Corp | 10,625 | $3.21M | 0.29% | +10,625 | New |
| Personal Cfo Solutions, LLC | 10,622 | $3.21M | 0.45% | +1,772+20.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 10,592 | $3.20M | 0.86% | −55−0.5% | Reduced |
| G&S Capital LLC | 10,588 | $3.20M | 1.13% | −247−2.3% | Reduced |
| Insigneo Advisory Services, LLC | 10,557 | $3.19M | 0.23% | +804+8.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,550 | $3.19M | 0.47% | +160+1.5% | Added |
| Level Four Advisory Services, LLC | 10,549 | $3.19M | 0.10% | −1,343−11.3% | Reduced |
| Webster Bank, N. A. | 10,547 | $3.19M | 0.30% | −18−0.2% | Reduced |
| Penn Davis McFarland Inc | 10,546 | $3.19M | 0.31% | −30−0.3% | Reduced |
| KCM Investment Advisors LLC | 10,491 | $3.17M | 0.11% | +91+0.9% | Added |
| Smithfield Trust Co | 10,475 | $3.17M | 0.14% | −14−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,458 | $3.16M | 0.07% | −1,754−14.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,457 | $3.16M | 0.08% | +774+8.0% | Added |
| IKE Capital, LLC | 10,456 | $3.16M | 1.79% | −493−4.5% | Reduced |
| Connable Office Inc | 10,427 | $3.15M | 0.31% | +7+0.1% | Added |
| Texas Bank & Trust Co | 10,241 | $3.10M | 1.16% | −470−4.4% | Reduced |
| Argent Advisors, Inc. | 10,195 | $3.08M | 0.84% | +53+0.5% | Added |
| Empower Advisory Group, LLC | 10,144 | $3.07M | 0.01% | −1,365−11.9% | Reduced |
| Carl P. Sherr & Co., LLC | 10,111 | $3.06M | 1.44% | −103−1.0% | Reduced |
| Pinnacle Holdings, LLC | 10,052 | $3.04M | 0.98% | +1,300+14.9% | Added |
| Ingalls & Snyder LLC | 10,026 | $3.03M | 0.11% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 10,027 | $3.03M | 0.16% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10,190 | $3.03M | 0.11% | −114−1.1% | Reduced |
| Dynasty Wealth Management, LLC | 10,014 | $3.03M | 0.03% | −594−5.6% | Reduced |
| Cunning Capital Partners, LP | 10,012 | $3.03M | 1.54% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9,993 | $3.02M | 1.67% | +87+0.9% | Added |
| Van Strum & Towne Inc. | 9,990 | $3.02M | 0.88% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 9,974 | $3.02M | 1.56% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 9,968 | $3.02M | 1.12% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 9,965 | $3.01M | 0.11% | +323+3.3% | Added |
| Knuff & Co LLC | 9,950 | $3.01M | 0.91% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,892 | $2.99M | 0.11% | +1,110+12.6% | Added |
| Doheny Asset Management | 9,861 | $2.98M | 1.94% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 9,862 | $2.98M | 1.32% | +319+3.3% | Added |
| Moors & Cabot, Inc. | 9,834 | $2.97M | 0.13% | +18+0.2% | Added |
| Dempze Nancy E | 9,789 | $2.96M | 1.63% | +1,778+22.2% | Added |
| Sawyer & Company, Inc | 9,772 | $2.96M | 1.14% | −151−1.5% | Reduced |
| Pettee Investors, Inc. | 9,143 | $2.95M | 1.52% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 9,730 | $2.94M | 0.19% | −4,159−29.9% | Reduced |
| Cornerstone Planning, LLC | 9,714 | $2.94M | 0.66% | −899−8.5% | Reduced |
| Western Wealth Management, LLC | 9,716 | $2.94M | 0.11% | +1,287+15.3% | Added |
| TD Private Client Wealth LLC | 9,715 | $2.94M | 0.06% | −3,236−25.0% | Reduced |
| Private Wealth Partners, LLC | 9,675 | $2.93M | 0.23% | +1,073+12.5% | Added |
| Harbour Investments, Inc. | 9,614 | $2.91M | 0.04% | +3,600+59.9% | Added |
| Cito Capital Group, LLC | 9,605 | $2.90M | 0.89% | +500+5.5% | Added |
| Parkshore Wealth Management, Inc. | 9,580 | $2.90M | 0.97% | +22+0.2% | Added |
| TAGStone Capital, Inc. | 9,578 | $2.90M | 1.02% | +21+0.2% | Added |
| SWP Investment Management LLC | 9,548 | $2.89M | 2.16% | +3,500+57.9% | Added |
| QV Investors Inc. | 9,510 | $2.88M | 0.23% | −210−2.2% | Reduced |
| Rehmann Capital Advisory Group | 9,481 | $2.87M | 0.15% | −88−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 9,433 | $2.85M | 0.31% | −165−1.7% | Reduced |
| NVWM, LLC | 9,388 | $2.84M | 0.63% | +137+1.5% | Added |
| Tema ETFs LLC | 9,364 | $2.83M | 0.19% | +42+0.5% | Added |
| Twin Capital Management Inc | 9,302 | $2.81M | 0.36% | +88+1.0% | Added |
| Harbor Capital Advisors, Inc. | 9,301 | $2.81M | 0.23% | −2,592−21.8% | Reduced |
| Kimelman & Baird, LLC | 9,291 | $2.81M | 0.23% | +3,204+52.6% | Added |
| Uhlmann Price Securities, LLC | 9,296 | $2.81M | 0.19% | +9,296 | New |
| Unifi Asset Management LP | 9,233 | $2.79M | 1.60% | +9,233 | New |
| Mindset Wealth Management, LLC | 9,218 | $2.79M | 0.75% | +179+2.0% | Added |
| Solitude Financial Services | 8,473 | $2.79M | 0.82% | +2,000+30.9% | Added |
| Peoples Financial Services Corp. | 9,189 | $2.78M | 1.32% | −385−4.0% | Reduced |
| Prosperity Consulting Group, LLC | 9,177 | $2.78M | 0.12% | +22+0.2% | Added |
| AustralianSuper Pty Ltd | 9,176 | $2.78M | 0.01% | −1,459−13.7% | Reduced |
| Vanguard National Trust Co | 9,152 | $2.77M | 0.17% | +9,152 | New |
| Catalytic Wealth RIA, LLC | 9,144 | $2.77M | 0.11% | +113+1.3% | Added |