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
- 2,913
- −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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 4,839 | $1.46M | 0.08% | −129−2.6% | Reduced |
| Accurate Wealth Management, LLC | 4,652 | $1.46M | 0.18% | −134−2.8% | Reduced |
| Schear Investment Advisers, LLC | 4,821 | $1.46M | 0.64% | +60+1.3% | Added |
| Brian Low Financial Group, LLC | 4,820 | $1.46M | 0.99% | +2,011+71.6% | Added |
| Ameritas Investment Partners, Inc. | 4,810 | $1.45M | 0.04% | +10.0% | Added |
| Argentarii, LLC | 4,806 | $1.45M | 0.51% | +12+0.3% | Added |
| Alaethes Wealth LLC | 4,803 | $1.45M | 0.42% | +64+1.4% | Added |
| Icon Advisers Inc | 4,800 | $1.45M | 0.34% | −700−12.7% | Reduced |
| Magnus Financial Group LLC | 4,785 | $1.45M | 0.12% | −17−0.4% | Reduced |
| Papp L Roy & Associates | 4,779 | $1.45M | 0.17% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 4,754 | $1.44M | 1.30% | +8+0.2% | Added |
| Ledyard National Bank | 4,705 | $1.42M | 0.12% | −17−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 4,690 | $1.42M | 0.03% | +18+0.4% | Added |
| Muirfield Wealth Advisors LLC | 4,683 | $1.42M | 1.04% | +10+0.2% | Added |
| MainStreet Investment Advisors LLC | 4,672 | $1.41M | 0.21% | −750−13.8% | Reduced |
| First Command Advisory Services, Inc. | 4,668 | $1.41M | 0.01% | +106+2.3% | Added |
| Boston Private Wealth LLC | 4,667 | $1.41M | 0.09% | −591−11.2% | Reduced |
| TCI Wealth Advisors, Inc. | 4,664 | $1.41M | 0.07% | −50−1.1% | Reduced |
| Ark Wealth Advisors LLC | 4,660 | $1.41M | 1.40% | +725+18.4% | Added |
| Leisure Capital Management | 4,655 | $1.41M | 0.49% | −8−0.2% | Reduced |
| Patten & Patten Inc | 4,644 | $1.40M | 0.08% | −84−1.8% | Reduced |
| Pflug Koory, LLC | 4,636 | $1.40M | 0.64% | 00.0% | Unchanged |
| Rockland Trust Co | 4,635 | $1.40M | 0.06% | −21−0.5% | Reduced |
| Armis Advisers, LLC | 4,526 | $1.40M | 0.14% | +454+11.1% | Added |
| International Assets Investment Management, LLC | 4,638 | $1.40M | 0.10% | +957+26.0% | Added |
| Proathlete Wealth Management LLC | 4,609 | $1.39M | 0.39% | +18+0.4% | Added |
| Stance Capital LLC | 4,603 | $1.39M | 0.68% | +972+26.8% | Added |
| Twelve Points Wealth Management LLC | 4,597 | $1.39M | 0.31% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 4,586 | $1.39M | 0.21% | −129−2.7% | Reduced |
| Cambridge Financial Group, LLC | 4,561 | $1.38M | 0.47% | −866−16.0% | Reduced |
| Simplex Trading, LLC | 4,556 | $1.38M | 0.04% | +4,556 | New |
| SageView Advisory Group, LLC | 4,548 | $1.38M | 0.05% | −66−1.4% | Reduced |
| Laurion Capital Management LP | 4,543 | $1.37M | 0.13% | +4,543 | New |
| Sompo Asset Management Co., Ltd. | 4,540 | $1.37M | 0.25% | −220−4.6% | Reduced |
| Morse Asset Management, Inc | 4,540 | $1.37M | 0.29% | −40−0.9% | Reduced |
| Essex Financial Services, Inc. | 4,532 | $1.37M | 0.08% | +193+4.4% | Added |
| Csenge Advisory Group | 4,526 | $1.37M | 0.06% | −197−4.2% | Reduced |
| Hohimer Wealth Management, LLC | 4,523 | $1.37M | 0.17% | −1,447−24.2% | Reduced |
| Investment Research Partners LLC | 4,516 | $1.37M | 0.56% | +103+2.3% | Added |
| Tobam | 4,512 | $1.36M | 0.36% | +937+26.2% | Added |
| Sentry LLC | 4,498 | $1.36M | 0.43% | −93−2.0% | Reduced |
| Alps Advisors Inc | 4,497 | $1.36M | 0.01% | −368−7.6% | Reduced |
| Guardian Investment Management | 4,492 | $1.36M | 1.10% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 4,484 | $1.36M | 0.47% | +464+11.5% | Added |
| Lyell Wealth Management, LP | 4,477 | $1.35M | 0.10% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,475 | $1.35M | 0.10% | +10.0% | Added |
| Whelan Financial | 4,451 | $1.35M | 0.42% | +393+9.7% | Added |
| Tufton Capital Management | 4,445 | $1.34M | 0.24% | −3−0.1% | Reduced |
| First Dallas Securities Inc. | 4,440 | $1.34M | 0.50% | −359−7.5% | Reduced |
| Simmons Bank | 4,423 | $1.34M | 0.09% | +5+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,415 | $1.34M | 0.04% | −50−1.1% | Reduced |
| Woodstock Corp | 4,410 | $1.33M | 0.12% | −242−5.2% | Reduced |
| Legacy Advisors, LLC | 4,391 | $1.33M | 0.16% | +4+0.1% | Added |
| Leo Wealth, LLC | 4,364 | $1.32M | 0.10% | −729−14.3% | Reduced |
| Old Mission Investment Co LLC | 4,359 | $1.32M | 0.31% | −47−1.1% | Reduced |
| Victrix Investment Advisors | 4,359 | $1.32M | 0.48% | +11+0.3% | Added |
| Manchester Capital Management LLC | 4,340 | $1.31M | 0.19% | −152−3.4% | Reduced |
| Salem Investment Counselors Inc | 4,339 | $1.31M | 0.04% | −61−1.4% | Reduced |
| First Bank & Trust | 4,334 | $1.31M | 0.21% | −1,731−28.5% | Reduced |
| Thoroughbred Financial Services, LLC | 4,322 | $1.31M | 0.08% | +86+2.0% | Added |
| Green Harvest Asset Management LLC | 4,317 | $1.31M | 0.02% | +951+28.3% | Added |
| Paul Damon & Associates, Inc. | 4,307 | $1.30M | 0.58% | +374+9.5% | Added |
| Mraz, Amerine & Associates, Inc. | 4,305 | $1.30M | 0.19% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,303 | $1.30M | 0.10% | −602−12.3% | Reduced |
| Schulhoff & Co Inc | 4,300 | $1.30M | 0.53% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,299 | $1.30M | 0.16% | +17+0.4% | Added |
| Triad Investment Management | 4,296 | $1.30M | 1.53% | −3,842−47.2% | Reduced |
| IFG Advisors, LLC | 4,284 | $1.30M | 0.21% | +43+1.0% | Added |
| Portside Wealth Group, LLC | 4,279 | $1.29M | 0.18% | +387+9.9% | Added |
| Amarillo National Bank | 4,267 | $1.29M | 0.23% | +219+5.4% | Added |
| Soltis Investment Advisors LLC | 4,262 | $1.29M | 0.08% | +322+8.2% | Added |
| Next Level Private LLC | 4,255 | $1.29M | 0.29% | +227+5.6% | Added |
| Boyar Asset Management Inc. | 4,251 | $1.29M | 0.73% | −7−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 4,245 | $1.28M | 0.15% | −217−4.9% | Reduced |
| Focus Financial Network, Inc. | 4,242 | $1.28M | 0.05% | −692−14.0% | Reduced |
| Riverbend Wealth Management, LLC | 4,226 | $1.28M | 0.79% | −114−2.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,226 | $1.28M | 0.12% | +287+7.3% | Added |
| Sun Financial Inc | 4,064 | $1.27M | 0.64% | +177+4.6% | Added |
| Atlas Brown,Inc. | 4,196 | $1.27M | 0.38% | −9−0.2% | Reduced |
| RiverFront Investment Group, LLC | 4,189 | $1.27M | 0.02% | +1,665+66.0% | Added |
| Clear Harbor Asset Management, LLC | 4,187 | $1.27M | 0.09% | +1,656+65.4% | Added |
| Coastal Investment Advisors, Inc. | 4,175 | $1.26M | 0.44% | +250+6.4% | Added |
| Koshinski Asset Management, Inc. | 4,175 | $1.26M | 0.08% | +327+8.5% | Added |
| GeoWealth Management, LLC | 4,152 | $1.26M | 0.05% | +165+4.1% | Added |
| Core Alternative Capital | 4,149 | $1.25M | 0.37% | −156−3.6% | Reduced |
| Milestone Asset Management, LLC | 4,137 | $1.25M | 0.23% | +1,063+34.6% | Added |
| Bond & Devick Financial Network, Inc. | 4,120 | $1.25M | 0.35% | 00.0% | Unchanged |
| Marathon Wealth Advisors LLC | 4,117 | $1.25M | 0.51% | +25+0.6% | Added |
| Jamison Private Wealth Management, Inc. | 4,092 | $1.24M | 0.15% | −34−0.8% | Reduced |
| VeraBank, N.A. | 4,077 | $1.23M | 0.23% | −39−0.9% | Reduced |
| Evermay Wealth Management LLC | 4,071 | $1.23M | 0.14% | +27+0.7% | Added |
| Beaton Management Co. Inc. | 4,071 | $1.23M | 0.55% | +4,071 | New |
| Plancorp, LLC | 3,911 | $1.23M | 0.03% | −39−1.0% | Reduced |
| Kovack Advisors, Inc. | 4,051 | $1.22M | 0.07% | −114−2.7% | Reduced |
| Landscape Capital Management, L.L.C. | 4,025 | $1.22M | 0.08% | +4,025 | New |
| K.J. Harrison & Partners Inc | 4,003 | $1.21M | 0.20% | +4,003 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $1.21M | 0.62% | −500−11.1% | Reduced |
| Moment Partners, LLC | 4,000 | $1.21M | 0.22% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,991 | $1.21M | 0.56% | +18+0.5% | Added |
| Evanson Asset Management, LLC | 3,990 | $1.21M | 0.07% | 00.0% | Unchanged |