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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 5,832 | $1.76M | 0.84% | −200−3.3% | Reduced |
| Rydar Equities, Inc. | 5,812 | $1.76M | 1.36% | +547+10.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,600 | $1.76M | 0.02% | +208+3.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,801 | $1.75M | 0.09% | +689+13.5% | Added |
| Washington Trust Advisors, Inc. | 5,785 | $1.75M | 0.14% | −105−1.8% | Reduced |
| Hager Investment Management Services, LLC | 5,723 | $1.73M | 0.95% | +180+3.2% | Added |
| Cornerstone Planning Group LLC | 5,453 | $1.72M | 0.23% | +114+2.1% | Added |
| Souders Financial Advisors | 5,692 | $1.72M | 0.20% | −158−2.7% | Reduced |
| Stonebrook Private Inc. | 5,676 | $1.72M | 0.37% | +4+0.1% | Added |
| Crewe Advisors LLC | 5,663 | $1.71M | 0.15% | +31+0.6% | Added |
| SummitTX Capital, L.P. | 5,651 | $1.71M | 0.05% | +5,651 | New |
| Associated Banc-Corp | 5,636 | $1.70M | 0.05% | +4+0.1% | Added |
| KRS Capital Management, LLC | 5,633 | $1.70M | 1.04% | +35+0.6% | Added |
| Olistico Wealth, LLC | 5,632 | $1.70M | 0.84% | +793+16.4% | Added |
| Laurel Wealth Advisors LLC | 5,378 | $1.70M | 0.17% | −12−0.2% | Reduced |
| North Star Investment Management Corp. | 5,602 | $1.69M | 0.10% | −14−0.2% | Reduced |
| Spire Wealth Management | 5,586 | $1.69M | 0.06% | −13,875−71.3% | Reduced |
| Wolverine Asset Management LLC | 5,583 | $1.69M | 0.03% | +5,583 | New |
| Busey Wealth Management | 5,569 | $1.68M | 0.05% | −358−6.0% | Reduced |
| 3Chopt Investment Partners, LLC | 5,557 | $1.68M | 0.38% | −33−0.6% | Reduced |
| Hendley & Co Inc | 5,545 | $1.68M | 0.62% | +4,455+408.7% | Added |
| Beaumont Asset Management, L.L.C. | 5,533 | $1.67M | 0.75% | +735+15.3% | Added |
| Northcape Wealth Management, LLC | 5,527 | $1.67M | 0.46% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,507 | $1.67M | 0.15% | +1,127+25.7% | Added |
| First Western Trust Bank | 5,479 | $1.66M | 0.08% | −581−9.6% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $1.65M | 0.24% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,442 | $1.65M | 0.07% | −81−1.5% | Reduced |
| Parsons Capital Management Inc | 5,427 | $1.64M | 0.08% | +4,466+464.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,422 | $1.64M | 0.10% | −276−4.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,398 | $1.63M | 0.05% | −1,677−23.7% | Reduced |
| Buckingham Strategic Partners | 5,398 | $1.63M | 0.02% | −258−4.6% | Reduced |
| Community Bank, N.A. | 5,395 | $1.63M | 0.19% | +40+0.7% | Added |
| TCG Advisory Services, LLC | 5,386 | $1.63M | 0.04% | +1,620+43.0% | Added |
| Spirepoint Private Client, LLC | 5,385 | $1.63M | 0.15% | −56−1.0% | Reduced |
| Stokes Family Office, LLC | 5,384 | $1.63M | 0.17% | −506−8.6% | Reduced |
| Nicolet Bankshares Inc | 5,370 | $1.62M | 0.06% | +5,370 | New |
| Cambient Family Office, LLC | 5,342 | $1.62M | 0.23% | +259+5.1% | Added |
| Great Valley Advisor Group, Inc. | 5,342 | $1.62M | 0.03% | +670+14.3% | Added |
| Bluebird Wealth Management LLC | 5,340 | $1.62M | 1.65% | −1,503−22.0% | Reduced |
| Doliver Advisors, LP | 5,331 | $1.61M | 0.37% | +20.0% | Added |
| Ignite Planners, LLC | 5,309 | $1.61M | 0.25% | +115+2.2% | Added |
| Stratos Wealth Advisors, LLC | 5,309 | $1.61M | 0.10% | +170+3.3% | Added |
| Vectors Research Management, LLC | 5,283 | $1.60M | 0.47% | +100+1.9% | Added |
| Virtus Investment Advisers, Inc. | 5,279 | $1.60M | 0.44% | −4−0.1% | Reduced |
| Capital Markets Trading UK LLP | 5,267 | $1.59M | 1.43% | +2,392+83.2% | Added |
| Baker Avenue Asset Management, LP | 5,261 | $1.59M | 0.04% | +185+3.6% | Added |
| Taylor Frigon Capital Management LLC | 5,261 | $1.59M | 0.91% | −153−2.8% | Reduced |
| WSFS Capital Management, LLC | 5,255 | $1.59M | 0.08% | +77+1.5% | Added |
| DF Dent & Co Inc | 5,253 | $1.59M | 0.03% | +4,317+461.2% | Added |
| NBZ Investment Advisors LLC | 5,238 | $1.58M | 0.69% | 00.0% | Unchanged |
| Spinnaker Trust | 5,217 | $1.58M | 0.09% | +3+0.1% | Added |
| LMR Partners LLP | 5,212 | $1.58M | 0.01% | +5,212 | New |
| Florida Financial Advisors, LLC | 5,208 | $1.58M | 0.38% | +756+17.0% | Added |
| Churchill Financial Advisors, LLC | 5,209 | $1.58M | 0.33% | +3,235+163.9% | Added |
| Capital Analysts, LLC | 5,199 | $1.57M | 0.04% | −375−6.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,195 | $1.57M | 1.39% | +176+3.5% | Added |
| Beacon Investment Advisory Services, Inc. | 5,179 | $1.57M | 0.07% | +128+2.5% | Added |
| Ramirez Asset Management, Inc. | 5,172 | $1.56M | 0.19% | −27−0.5% | Reduced |
| Strategic Advisors LLC | 5,162 | $1.56M | 0.26% | −31−0.6% | Reduced |
| Garde Capital, Inc. | 5,157 | $1.56M | 0.09% | −20−0.4% | Reduced |
| Cigna Investments Inc | 5,153 | $1.56M | 0.24% | −97−1.8% | Reduced |
| HighPoint Advisor Group LLC | 5,152 | $1.56M | 0.07% | −31,357−85.9% | Reduced |
| Axq Capital, LP | 5,149 | $1.56M | 0.20% | +5,149 | New |
| Cane Capital Partners, LLC | 5,148 | $1.56M | 0.69% | +5,148 | New |
| Arbor Capital Management Inc | 4,901 | $1.55M | 1.27% | +468+10.6% | Added |
| Sterling Wealth Management, Inc. | 5,134 | $1.55M | 0.43% | −10.0% | Reduced |
| AlTi Global, Inc. | 5,124 | $1.55M | 0.03% | −4,440−46.4% | Reduced |
| Chesapeake Wealth Management | 5,120 | $1.55M | 0.48% | −330−6.1% | Reduced |
| Red Cedar Investment Management, LLC | 5,108 | $1.55M | 0.16% | −2,520−33.0% | Reduced |
| S.A. Mason LLC | 5,103 | $1.54M | 0.58% | +10.0% | Added |
| Factorial Partners, LLC | 5,100 | $1.54M | 1.12% | 00.0% | Unchanged |
| PFG Advisors | 5,096 | $1.54M | 0.08% | +289+6.0% | Added |
| WealthTrust Axiom LLC | 5,088 | $1.54M | 0.38% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,085 | $1.54M | 0.04% | +307+6.4% | Added |
| Bradyco, Inc. | 5,074 | $1.53M | 1.19% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,061 | $1.53M | 0.39% | −125−2.4% | Reduced |
| William Allan, LLC | 5,057 | $1.53M | 0.91% | +113+2.3% | Added |
| Bell Asset Management Ltd | 5,049 | $1.53M | 0.45% | +5,049 | New |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.53M | 1.21% | 00.0% | Unchanged |
| Pecaut & Co. | 5,040 | $1.52M | 0.50% | −10−0.2% | Reduced |
| Everhart Financial Group, Inc. | 5,019 | $1.52M | 0.13% | −1,533−23.4% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.51M | 0.30% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,995 | $1.51M | 0.05% | −391−7.3% | Reduced |
| Aspire Private Capital, LLC | 4,993 | $1.51M | 0.34% | −158−3.1% | Reduced |
| Tompkins Financial Corp | 4,969 | $1.50M | 0.12% | +527+11.9% | Added |
| NBC Securities, Inc. | 4,959 | $1.50M | 0.11% | −573−10.4% | Reduced |
| Wealth Alliance | 4,951 | $1.50M | 0.15% | +65+1.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,942 | $1.49M | 0.11% | +704+16.6% | Added |
| Nicholas Hoffman & Company, LLC. | 4,923 | $1.49M | 0.03% | +20.0% | Added |
| Interchange Capital Partners, LLC | 5,518 | $1.49M | 0.48% | −386−6.5% | Reduced |
| GTS Securities LLC | 4,922 | $1.49M | 0.05% | −7,443−60.2% | Reduced |
| Bank of Hawaii | 4,922 | $1.49M | 0.08% | −14−0.3% | Reduced |
| Trust Point Inc. | 4,912 | $1.49M | 0.13% | +351+7.7% | Added |
| Richard Bernstein Advisors LLC | 4,901 | $1.48M | 0.04% | +4,901 | New |
| Weik Capital Management | 4,888 | $1.48M | 0.59% | −105−2.1% | Reduced |
| Virtu Financial LLC | 4,874 | $1.47M | 0.06% | −6,884−58.5% | Reduced |
| Parrish Capital LLC | 4,870 | $1.47M | 1.31% | −634−11.5% | Reduced |
| Mystic Asset Management, Inc. | 4,860 | $1.47M | 0.34% | +90+1.9% | Added |
| Larson Financial Group LLC | 4,856 | $1.47M | 0.05% | +781+19.2% | Added |
| Carr Financial Group Corp | 4,840 | $1.46M | 0.39% | −77−1.6% | Reduced |