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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 7,278 | $2.20M | 0.03% | −1,863−20.4% | Reduced |
| Hillsdale Investment Management Inc. | 7,270 | $2.20M | 0.06% | −4,710−39.3% | Reduced |
| Sawgrass Asset Management LLC | 7,269 | $2.20M | 0.33% | −378−4.9% | Reduced |
| Veracity Capital LLC | 7,248 | $2.19M | 0.78% | −156−2.1% | Reduced |
| TIAA Wealth Investment Management LLC | 7,225 | $2.19M | 0.02% | +7,225 | New |
| Gen-Wealth Partners Inc | 7,192 | $2.18M | 0.69% | +941+15.1% | Added |
| Berkshire Bank | 7,190 | $2.17M | 0.45% | +734+11.4% | Added |
| South Shore Capital Advisors | 7,157 | $2.16M | 1.58% | −370−4.9% | Reduced |
| Harold Davidson & Associates Inc. | 7,112 | $2.15M | 1.04% | −96−1.3% | Reduced |
| Boltwood Capital Management | 7,100 | $2.15M | 0.55% | −35−0.5% | Reduced |
| Intellectus Partners, LLC | 7,028 | $2.13M | 0.43% | +93+1.3% | Added |
| Ossiam | 7,022 | $2.12M | 0.04% | +20.0% | Added |
| Piedmont Capital Management, LLC | 7,008 | $2.12M | 1.41% | −4−0.1% | Reduced |
| Ally Financial Inc. | 7,000 | $2.12M | 0.26% | +7,000 | New |
| Whitaker-Myers Wealth Managers, LTD. | 7,000 | $2.12M | 0.42% | +7,000 | New |
| Grove Bank & Trust | 6,972 | $2.11M | 0.24% | +893+14.7% | Added |
| Northstar Advisory Group, LLC | 6,917 | $2.09M | 0.80% | +1,574+29.5% | Added |
| WealthPlan Investment Management, LLC | 6,896 | $2.09M | 0.12% | +3,119+82.6% | Added |
| McAdam, LLC | 6,892 | $2.08M | 0.09% | +65+1.0% | Added |
| Baldwin Investment Management, LLC | 6,860 | $2.08M | 0.24% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,338 | $2.06M | 0.07% | −98−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,802 | $2.06M | 0.09% | −488−6.7% | Reduced |
| Fort Point Capital Partners LLC | 6,792 | $2.05M | 0.27% | +135+2.0% | Added |
| Beacon Financial Group | 6,783 | $2.05M | 0.20% | +106+1.6% | Added |
| Raab & Moskowitz Asset Management LLC | 6,779 | $2.05M | 0.46% | −23−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 6,487 | $2.05M | 0.13% | −1,727−21.0% | Reduced |
| Meridian Wealth Management, LLC | 6,760 | $2.04M | 0.07% | +327+5.1% | Added |
| RMB Capital Management, LLC | 6,697 | $2.03M | 0.04% | +441+7.0% | Added |
| Beverly Hills Private Wealth, LLC | 6,695 | $2.03M | 0.34% | −379−5.4% | Reduced |
| Eagle Capital Management, LLC | 6,692 | $2.02M | 0.80% | −7−0.1% | Reduced |
| Camden Capital, LLC | 6,653 | $2.01M | 0.13% | −94−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,639 | $2.01M | 0.06% | +715+12.1% | Added |
| Nixon Peabody Trust Co | 6,627 | $2.00M | 0.16% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,623 | $2.00M | 0.27% | −855−11.4% | Reduced |
| Leavell Investment Management, Inc. | 6,618 | $2.00M | 0.08% | +280+4.4% | Added |
| Apella Capital, LLC | 6,012 | $1.99M | 0.03% | +1,439+31.5% | Added |
| GLOBALT Investments LLC | 6,580 | $1.99M | 0.07% | +41+0.6% | Added |
| Leonteq Securities AG | 6,570 | $1.99M | 0.12% | +2,430+58.7% | Added |
| Midwest Trust Co | 6,563 | $1.99M | 0.02% | −286−4.2% | Reduced |
| First Horizon Corp | 6,506 | $1.97M | 0.08% | −252−3.7% | Reduced |
| Lee Danner & Bass Inc | 6,502 | $1.97M | 0.12% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 6,500 | $1.97M | 0.04% | −2,350−26.6% | Reduced |
| Cypress Wealth Services, LLC | 6,499 | $1.97M | 0.28% | −182−2.7% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,494 | $1.96M | 0.90% | +1,841+39.6% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,485 | $1.96M | 0.02% | −5,675−46.7% | Reduced |
| Auxier Asset Management | 6,461 | $1.95M | 0.28% | −50−0.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 6,460 | $1.95M | 0.04% | −1,200−15.7% | Reduced |
| National Asset Management, Inc. | 6,560 | $1.95M | 0.13% | −986−13.1% | Reduced |
| Symphony Financial, Ltd. Co. | 6,509 | $1.95M | 0.26% | −300−4.4% | Reduced |
| Palisade Asset Management, LLC | 6,449 | $1.95M | 0.20% | −45−0.7% | Reduced |
| Inkwell Capital LLC | 6,444 | $1.95M | 1.98% | −57−0.9% | Reduced |
| First National Trust Co | 6,441 | $1.95M | 0.07% | +11+0.2% | Added |
| Center for Financial Planning, Inc. | 6,414 | $1.94M | 0.20% | −200−3.0% | Reduced |
| Fidelis Capital Partners, LLC | 6,414 | $1.94M | 0.14% | +72+1.1% | Added |
| Norden Group LLC | 6,410 | $1.94M | 0.19% | +1,100+20.7% | Added |
| Parisi Gray Wealth Management | 6,401 | $1.94M | 0.46% | +28+0.4% | Added |
| Niles Investment Management, LLC | 6,396 | $1.93M | 1.74% | +6,396 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,386 | $1.93M | 0.16% | +1,729+37.1% | Added |
| S&CO Inc | 6,386 | $1.93M | 0.12% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 6,366 | $1.93M | 1.21% | +4,796+305.5% | Added |
| First Affirmative Financial Network | 6,358 | $1.92M | 0.75% | +6,358 | New |
| Avestar Capital, LLC | 6,340 | $1.92M | 0.13% | −8−0.1% | Reduced |
| Balboa Wealth Partners | 6,333 | $1.92M | 0.32% | −873−12.1% | Reduced |
| Miller Capital Partners, Inc. | 6,329 | $1.91M | 0.93% | +953+17.7% | Added |
| Capstone Investment Advisors, LLC | 6,320 | $1.91M | 0.02% | +5,014+383.9% | Added |
| Stock Yards Bank & Trust Co | 6,292 | $1.90M | 0.06% | −633−9.1% | Reduced |
| Premier Path Wealth Partners, LLC | 6,284 | $1.90M | 0.25% | +631+11.2% | Added |
| Abundance Wealth Counselors | 6,275 | $1.90M | 0.27% | +920+17.2% | Added |
| RMR Capital Management, LLC | 6,260 | $1.89M | 1.37% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,232 | $1.89M | 0.47% | +30+0.5% | Added |
| Canopy Partners, LLC | 6,219 | $1.88M | 0.65% | +8+0.1% | Added |
| Piscataqua Savings Bank | 6,212 | $1.88M | 1.32% | 00.0% | Unchanged |
| Excalibur Management Corp | 6,205 | $1.88M | 0.67% | −126−2.0% | Reduced |
| Cozad Asset Management Inc | 6,196 | $1.87M | 0.15% | +230+3.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,184 | $1.87M | 0.09% | −17−0.3% | Reduced |
| Trust Asset Management LLC | 6,182 | $1.87M | 0.13% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6,178 | $1.87M | 0.24% | +6,178 | New |
| Stablepoint Partners, LLC | 6,177 | $1.87M | 0.28% | −6−0.1% | Reduced |
| Monte Financial Group, LLC | 6,176 | $1.87M | 0.66% | +268+4.5% | Added |
| Fielder Capital Group LLC | 6,121 | $1.85M | 0.40% | +103+1.7% | Added |
| Aaron Wealth Advisors | 6,094 | $1.84M | 0.11% | −1,278−17.3% | Reduced |
| AlphaCore Capital LLC | 6,089 | $1.84M | 0.04% | +577+10.5% | Added |
| First Citizens Bank & Trust Co | 6,065 | $1.83M | 0.04% | −436−6.7% | Reduced |
| Weil Company, Inc. | 6,055 | $1.83M | 0.41% | 00.0% | Unchanged |
| Everett Harris & Co | 6,050 | $1.83M | 0.02% | −800−11.7% | Reduced |
| B&L Asset Management LLC | 6,027 | $1.82M | 0.79% | +10+0.2% | Added |
| Lakeshore Capital Group, Inc. | 5,975 | $1.81M | 1.48% | +84+1.4% | Added |
| Paragon Private Wealth Management, LLC | 5,974 | $1.81M | 0.57% | −145−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,951 | $1.80M | 0.12% | +304+5.4% | Added |
| Dakota Wealth Management | 5,948 | $1.80M | 0.04% | −1,528−20.4% | Reduced |
| YHB Investment Advisors, Inc. | 5,928 | $1.79M | 0.13% | +11+0.2% | Added |
| Vinva Investment Management Ltd | 6,025 | $1.79M | 0.02% | −48−0.8% | Reduced |
| BNP Paribas | 6,039 | $1.79M | 0.06% | −478−7.3% | Reduced |
| Cadent Capital Advisors, LLC | 5,902 | $1.79M | 0.47% | +220+3.9% | Added |
| Net Worth Advisory Group | 5,882 | $1.78M | 0.37% | −219−3.6% | Reduced |
| Griffith & Werner, Inc. | 5,879 | $1.78M | 0.88% | +787+15.5% | Added |
| Highline Wealth Partners LLC | 5,878 | $1.78M | 0.45% | +24+0.4% | Added |
| Strategic Investment Advisors | 5,856 | $1.78M | 0.12% | +2,614+80.6% | Added |
| Legacy Edge Advisors, LLC | 5,855 | $1.77M | 0.19% | −42−0.7% | Reduced |
| Private Trust Co NA | 5,841 | $1.77M | 0.16% | +221+3.9% | Added |