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 |
|---|---|---|---|---|---|
| Trustco Bank Corp N Y | 9,125 | $2.76M | 2.45% | +80+0.9% | Added |
| Lebenthal Global Advisors, LLC | 9,099 | $2.75M | 0.40% | +1,109+13.9% | Added |
| Aigen Investment Management, LP | 9,075 | $2.75M | 0.71% | +6,201+215.8% | Added |
| Applied Capital LLC | 9,068 | $2.74M | 2.00% | −156−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 9,057 | $2.74M | 0.02% | −72−0.8% | Reduced |
| Red Door Wealth Management, LLC | 9,055 | $2.74M | 0.28% | +305+3.5% | Added |
| SBI Securities Co., Ltd. | 9,036 | $2.73M | 0.08% | +132+1.5% | Added |
| Syon Capital LLC | 9,006 | $2.72M | 0.14% | +459+5.4% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 9,000 | $2.72M | 0.09% | −800−8.2% | Reduced |
| IFC Advisors LLC | 8,995 | $2.72M | 0.39% | −27−0.3% | Reduced |
| Guardian Capital LP | 8,988 | $2.72M | 0.07% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 8,975 | $2.71M | 2.09% | −318−3.4% | Reduced |
| Eads & Heald Wealth Management | 8,944 | $2.71M | 1.35% | −132−1.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,942 | $2.70M | 1.32% | −330−3.6% | Reduced |
| Inlet Private Wealth, LLC | 8,915 | $2.70M | 0.69% | −930−9.4% | Reduced |
| TCW Group Inc | 8,901 | $2.69M | 0.02% | +403+4.7% | Added |
| MCF Advisors LLC | 8,895 | $2.69M | 0.12% | +2,537+39.9% | Added |
| Meiji Yasuda Life Insurance Co | 8,893 | $2.69M | 0.09% | −216−2.4% | Reduced |
| Lodestone Wealth Management LLC | 8,888 | $2.69M | 1.07% | −308−3.3% | Reduced |
| Profund Advisors LLC | 8,868 | $2.68M | 0.10% | −1,199−11.9% | Reduced |
| PFG Investments, LLC | 8,840 | $2.67M | 0.12% | +1,058+13.6% | Added |
| Investors Asset Management of Georgia Inc | 8,830 | $2.67M | 1.09% | +300+3.5% | Added |
| Nations Financial Group Inc, | 8,807 | $2.66M | 0.14% | +1,932+28.1% | Added |
| Notis-McConarty Edward | 8,779 | $2.66M | 1.32% | +835+10.5% | Added |
| Banco Santander, S.A. | 8,772 | $2.65M | 0.02% | −11,176−56.0% | Reduced |
| LGT Group Foundation | 8,765 | $2.65M | 0.03% | −13,985−61.5% | Reduced |
| Cannon Advisors, Inc. | 8,748 | $2.65M | 1.96% | +30+0.3% | Added |
| Gateway Wealth Partners, LLC | 8,734 | $2.64M | 0.10% | +7,335+524.3% | Added |
| VestGen Advisors, LLC | 8,403 | $2.64M | 0.07% | +721+9.4% | Added |
| Berkshire Asset Management LLC | 8,658 | $2.62M | 0.11% | +95+1.1% | Added |
| Northern Financial Advisors Inc | 8,657 | $2.62M | 1.91% | +3,573+70.3% | Added |
| Ostrum Asset Management | 8,654 | $2.62M | 0.15% | −379−4.2% | Reduced |
| Anchor Investment Management, LLC | 8,624 | $2.61M | 0.22% | −141−1.6% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,599 | $2.60M | 0.12% | −1,171−12.0% | Reduced |
| Citizens National Bank Trust Department | 8,575 | $2.59M | 0.43% | +227+2.7% | Added |
| BLB&B Advisors, LLC | 8,573 | $2.59M | 0.11% | −4,126−32.5% | Reduced |
| Fire Capital Management LLC | 8,532 | $2.58M | 1.21% | −145−1.7% | Reduced |
| GFG Capital, LLC | 8,523 | $2.58M | 0.82% | +629+8.0% | Added |
| Principle Wealth Partners LLC | 8,496 | $2.57M | 0.15% | −101−1.2% | Reduced |
| Hardy Reed LLC | 8,459 | $2.56M | 0.19% | −77−0.9% | Reduced |
| SOA Wealth Advisors, LLC. | 8,426 | $2.55M | 0.48% | −33−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 8,418 | $2.55M | 0.16% | −143−1.7% | Reduced |
| Bigelow Investment Advisors, LLC | 8,409 | $2.54M | 1.02% | −84−1.0% | Reduced |
| Bridgewater Advisors Inc. | 8,226 | $2.54M | 0.15% | −341−4.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,396 | $2.54M | 1.64% | −91−1.1% | Reduced |
| BCV Asset Management Inc. | 8,380 | $2.53M | 0.09% | +8,380 | New |
| Marble Harbor Investment Counsel, LLC | 8,346 | $2.52M | 0.27% | −10−0.1% | Reduced |
| New England Asset Management Inc | 8,340 | $2.52M | 0.32% | 00.0% | Unchanged |
| Natural Investments, LLC | 8,331 | $2.52M | 0.62% | +12+0.1% | Added |
| Tealwood Asset Management Inc | 8,325 | $2.52M | 1.15% | −75−0.9% | Reduced |
| Beaumont Financial Advisors, LLC | 8,321 | $2.52M | 0.17% | −85−1.0% | Reduced |
| ProVise Management Group, LLC | 8,300 | $2.51M | 0.18% | −127−1.5% | Reduced |
| Hartford Funds Management Co LLC | 8,243 | $2.49M | 0.22% | −924−10.1% | Reduced |
| Gateway Investment Advisers LLC | 8,234 | $2.49M | 0.03% | +380+4.8% | Added |
| Accent Capital Management, LLC | 8,153 | $2.47M | 1.20% | −41−0.5% | Reduced |
| Savvy Advisors, Inc. | 8,133 | $2.46M | 0.07% | +731+9.9% | Added |
| Howard Capital Management Group, LLC | 8,126 | $2.46M | 0.16% | −100−1.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,102 | $2.45M | 0.82% | −333−3.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,088 | $2.45M | 0.19% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 8,087 | $2.45M | 1.12% | −45−0.6% | Reduced |
| Bank of New Hampshire | 8,068 | $2.44M | 0.56% | −695−7.9% | Reduced |
| Mather Group, LLC. | 8,018 | $2.43M | 0.02% | −222−2.7% | Reduced |
| Wilkins Investment Counsel Inc | 8,012 | $2.42M | 0.35% | +180+2.3% | Added |
| Bank of Stockton | 7,941 | $2.40M | 0.74% | −269−3.3% | Reduced |
| Vivid Wealth Management, LLC | 7,889 | $2.39M | 0.97% | +20+0.3% | Added |
| Rothschild Investment LLC | 7,875 | $2.38M | 0.12% | +107+1.4% | Added |
| Dover Advisors, LLC | 7,867 | $2.38M | 0.98% | −110−1.4% | Reduced |
| Hilltop National Bank | 7,854 | $2.38M | 0.56% | −48−0.6% | Reduced |
| Belpointe Asset Management LLC | 7,853 | $2.38M | 0.09% | +5,029+178.1% | Added |
| Holderness Investments Co | 7,821 | $2.37M | 0.48% | −144−1.8% | Reduced |
| Financial Security Advisor, Inc. | 7,817 | $2.36M | 0.43% | −492−5.9% | Reduced |
| Mengis Capital Management, Inc. | 7,790 | $2.36M | 0.41% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,728 | $2.34M | 0.05% | +18+0.2% | Added |
| Chicago Partners Investment Group LLC | 7,019 | $2.34M | 0.05% | +166+2.4% | Added |
| Jennison Associates LLC | 7,717 | $2.33M | 0.00% | −5,103−39.8% | Reduced |
| Confluence Wealth Services, Inc. | 7,702 | $2.33M | 0.09% | +500+6.9% | Added |
| BankPlus Trust Department | 7,652 | $2.31M | 0.62% | +3,200+71.9% | Added |
| Jackson Wealth Management, LLC | 7,637 | $2.31M | 0.24% | +125+1.7% | Added |
| NTV Asset Management LLC | 7,628 | $2.31M | 0.25% | −1,027−11.9% | Reduced |
| Moody National Bank Trust Division | 7,595 | $2.30M | 0.22% | −67−0.9% | Reduced |
| Global Trust Asset Management, LLC | 7,582 | $2.29M | 0.88% | +86+1.1% | Added |
| Walter & Keenan Financial Consulting Co | 7,581 | $2.29M | 0.65% | −61−0.8% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 7,569 | $2.29M | 0.15% | +565+8.1% | Added |
| Tower Research Capital LLC (TRC) | 7,563 | $2.29M | 0.06% | −22,070−74.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,562 | $2.29M | 1.26% | +464+6.5% | Added |
| WD Rutherford LLC | 7,553 | $2.28M | 1.02% | +7,553 | New |
| CenterBook Partners LP | 7,552 | $2.28M | 0.12% | +1,234+19.5% | Added |
| Ferguson Wellman Capital Management, Inc | 7,536 | $2.28M | 0.03% | −709−8.6% | Reduced |
| OFS Enterprise LLC | 7,520 | $2.27M | 0.67% | +7,520 | New |
| Sapient Capital LLC | 7,486 | $2.26M | 0.03% | +2,043+37.5% | Added |
| Burke & Herbert Bank & Trust Co | 7,467 | $2.26M | 0.62% | −235−3.1% | Reduced |
| Hall Capital Management Co Inc | 6,988 | $2.26M | 0.81% | +169+2.5% | Added |
| Spears Abacus Advisors LLC | 7,426 | $2.25M | 0.04% | +297+4.2% | Added |
| Element Squared LLC | 7,388 | $2.23M | 1.26% | +7,388 | New |
| Sunbelt Securities, Inc. | 7,356 | $2.22M | 0.14% | +237+3.3% | Added |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.22M | 0.90% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7,335 | $2.22M | 0.06% | −1,604−17.9% | Reduced |
| Xcel Wealth Management, LLC | 7,317 | $2.21M | 0.62% | −561−7.1% | Reduced |
| Arjuna Capital | 7,295 | $2.21M | 0.56% | +139+1.9% | Added |
| DSG Capital Advisors, LLC | 7,293 | $2.21M | 0.35% | +956+15.1% | Added |