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 |
|---|---|---|---|---|---|
| Winebrenner Capital Management LLC | 3,987 | $1.21M | 0.77% | −50−1.2% | Reduced |
| Advisory Research Inc | 3,973 | $1.20M | 0.15% | −194−4.7% | Reduced |
| Portfolio Design Labs, LLC | 3,965 | $1.20M | 0.21% | −1,104−21.8% | Reduced |
| Navis Wealth Advisors, LLC | 3,965 | $1.20M | 0.61% | +74+1.9% | Added |
| Physicians Financial Services, Inc. | 3,965 | $1.20M | 0.33% | +150+3.9% | Added |
| Clayton Financial Group LLC | 3,963 | $1.20M | 0.62% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,961 | $1.20M | 0.16% | −25−0.6% | Reduced |
| Promethium Advisors,llc | 3,961 | $1.20M | 0.62% | −30−0.8% | Reduced |
| Washington Trust Co | 3,958 | $1.20M | 0.04% | +22+0.6% | Added |
| Allegheny Financial Group LTD | 3,956 | $1.20M | 0.16% | +35+0.9% | Added |
| Pathway Financial Advisers, LLC | 3,951 | $1.20M | 0.34% | +387+10.9% | Added |
| Trueblood Wealth Management, LLC | 3,947 | $1.19M | 0.47% | −233−5.6% | Reduced |
| Bridges Investment Management Inc | 3,946 | $1.19M | 0.02% | −8−0.2% | Reduced |
| Founders Financial Alliance, LLC | 3,942 | $1.19M | 0.21% | +307+8.4% | Added |
| LVW Advisors, LLC | 3,936 | $1.19M | 0.12% | +580+17.3% | Added |
| Hanson & Doremus Investment Management | 3,931 | $1.19M | 0.14% | −69−1.7% | Reduced |
| Aspen Investment Management Inc | 3,930 | $1.19M | 0.36% | +91+2.4% | Added |
| Financial Management Network Inc | 3,739 | $1.19M | 0.18% | −10.0% | Reduced |
| Burford Brothers, Inc. | 3,921 | $1.19M | 0.49% | +67+1.7% | Added |
| Advisory Alpha, LLC | 3,917 | $1.19M | 0.03% | +208+5.6% | Added |
| Oakworth Capital, Inc. | 3,913 | $1.18M | 0.06% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 3,913 | $1.18M | 0.15% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,913 | $1.18M | 0.03% | +265+7.3% | Added |
| McLaughlin Asset Management, Inc. | 3,910 | $1.18M | 1.13% | −137−3.4% | Reduced |
| Blue Jean Financial LLC | 3,902 | $1.18M | 0.97% | −104−2.6% | Reduced |
| First Foundation Advisors | 3,892 | $1.18M | 0.05% | +80+2.1% | Added |
| Ipswich Investment Management Co., Inc. | 3,890 | $1.18M | 0.28% | −126−3.1% | Reduced |
| Angeles Wealth Management, LLC | 3,882 | $1.17M | 0.06% | +276+7.7% | Added |
| MTM Investment Management, LLC | 3,880 | $1.17M | 0.37% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,875 | $1.17M | 0.25% | +71+1.9% | Added |
| Ervin Investment Management, LLC | 3,871 | $1.17M | 0.69% | −85−2.1% | Reduced |
| Gratus Wealth Advisors, LLC | 3,860 | $1.17M | 0.17% | −18−0.5% | Reduced |
| Orrstown Financial Services Inc | 3,859 | $1.17M | 0.20% | −115−2.9% | Reduced |
| Ellevest, Inc. | 3,847 | $1.16M | 0.16% | +125+3.4% | Added |
| Pure Financial Advisors, Inc. | 3,846 | $1.16M | 0.02% | +124+3.3% | Added |
| Hunter Associates Investment Management LLC | 3,857 | $1.16M | 0.15% | +1,148+42.4% | Added |
| Tred Avon Family Wealth, LLC | 3,844 | $1.16M | 0.39% | −371−8.8% | Reduced |
| Quent Capital, LLC | 3,831 | $1.16M | 0.08% | −227−5.6% | Reduced |
| Invst, LLC | 3,830 | $1.16M | 0.13% | −688−15.2% | Reduced |
| Bannerstone Capital Management, LLC | 3,827 | $1.16M | 1.20% | +47+1.2% | Added |
| Mattern Capital Management, LLC | 3,822 | $1.16M | 0.14% | +878+29.8% | Added |
| Ronald Blue Trust, Inc. | 3,822 | $1.16M | 0.01% | −3,232−45.8% | Reduced |
| Hills Bank & Trust Co | 3,812 | $1.15M | 0.06% | +118+3.2% | Added |
| TownSquare Capital, LLC | 3,811 | $1.15M | 0.26% | +468+14.0% | Added |
| Resources Management Corp | 3,810 | $1.15M | 0.15% | −290−7.1% | Reduced |
| PDT Partners, LLC | 3,800 | $1.15M | 0.07% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,799 | $1.15M | 0.12% | −35−0.9% | Reduced |
| Sage Rhino Capital LLC | 3,786 | $1.15M | 0.21% | −20−0.5% | Reduced |
| First Commonwealth Financial Corp | 3,783 | $1.14M | 0.18% | +3,783 | New |
| Reynders McVeigh Capital Management, LLC | 3,781 | $1.14M | 0.06% | +275+7.8% | Added |
| Revisor Wealth Management LLC | 3,779 | $1.14M | 0.32% | −56−1.5% | Reduced |
| Evelyn Partners Investment Management LLP | 3,764 | $1.14M | 0.03% | −15−0.4% | Reduced |
| Aprio Wealth Management, LLC | 3,763 | $1.14M | 0.06% | +435+13.1% | Added |
| Centerpoint Advisors, LLC | 3,751 | $1.14M | 0.37% | −120−3.1% | Reduced |
| InvesTrust | 3,750 | $1.13M | 0.48% | 00.0% | Unchanged |
| Platform Technology Partners | 3,737 | $1.13M | 0.22% | +315+9.2% | Added |
| Marble Wealth, LLC | 3,736 | $1.13M | 0.20% | −915−19.7% | Reduced |
| Crumly & Associates Inc. | 3,734 | $1.13M | 0.24% | +273+7.9% | Added |
| Great Diamond Partners, LLC | 3,734 | $1.13M | 0.22% | −4−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,724 | $1.13M | 0.04% | +23+0.6% | Added |
| Golden State Wealth Management, LLC | 3,722 | $1.13M | 0.12% | −588−13.6% | Reduced |
| Westpac Banking Corp | 3,721 | $1.13M | 0.08% | −538−12.6% | Reduced |
| Embree Financial Group | 3,713 | $1.12M | 0.13% | +328+9.7% | Added |
| Values First Advisors, Inc. | 3,710 | $1.12M | 0.58% | +78+2.1% | Added |
| Triumph Capital Management | 3,692 | $1.12M | 0.23% | +3,274+783.3% | Added |
| United Asset Strategies, Inc. | 3,686 | $1.12M | 0.09% | +74+2.0% | Added |
| Duncker Streett & Co Inc | 3,686 | $1.11M | 0.21% | +500+15.7% | Added |
| Portus Wealth Advisors, LLC | 3,679 | $1.11M | 1.05% | −55−1.5% | Reduced |
| Ibex Wealth Advisors | 3,669 | $1.11M | 0.10% | −16,360−81.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,667 | $1.11M | 0.02% | +1,473+67.1% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.11M | 0.11% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,651 | $1.10M | 0.08% | −536−12.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,650 | $1.10M | 0.05% | +163+4.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,641 | $1.10M | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,638 | $1.10M | 0.31% | +1,438+65.4% | Added |
| Elyxium Wealth, LLC | 3,637 | $1.10M | 0.35% | +55+1.5% | Added |
| Aventura Private Wealth, LLC | 3,635 | $1.10M | 0.40% | −1,123−23.6% | Reduced |
| Sunflower Bank, N.A. | 3,628 | $1.10M | 0.28% | +2+0.1% | Added |
| Conway Capital Management, Inc. | 3,625 | $1.10M | 0.51% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 3,613 | $1.09M | 0.20% | −612−14.5% | Reduced |
| Frec Markets, Inc. | 3,609 | $1.09M | 0.19% | +429+13.5% | Added |
| Saybrook Capital | 3,600 | $1.09M | 0.29% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,600 | $1.09M | 0.14% | +1,019+39.5% | Added |
| Moody Lynn & Lieberson, LLC | 3,593 | $1.09M | 0.06% | −12,109−77.1% | Reduced |
| Cornerstone Wealth Management, LLC | 3,589 | $1.09M | 0.05% | −222−5.8% | Reduced |
| Bell Bank | 3,588 | $1.09M | 0.05% | +5+0.1% | Added |
| Odyssey Capital Advisors, Inc. | 3,586 | $1.08M | 0.97% | +396+12.4% | Added |
| Cornerstone Wealth Group, LLC | 3,284 | $1.08M | 0.07% | +646+24.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,579 | $1.08M | 0.23% | −11−0.3% | Reduced |
| Skba Capital Management LLC | 3,579 | $1.08M | 0.15% | −133−3.6% | Reduced |
| AXA S.A. | 3,569 | $1.08M | 0.42% | −798−18.3% | Reduced |
| Westmount Partners, LLC | 3,562 | $1.08M | 0.27% | +1,377+63.0% | Added |
| Resolute Wealth Strategies, LLC | 3,556 | $1.08M | 0.46% | +432+13.8% | Added |
| Brooks, Moore & Associates, Inc. | 3,523 | $1.07M | 0.53% | −600−14.6% | Reduced |
| Equity Investment Corp | 3,519 | $1.06M | 0.02% | −2,448−41.0% | Reduced |
| Horizon Family Wealth, Inc. | 3,504 | $1.06M | 0.56% | +1,366+63.9% | Added |
| Bristlecone Value Partners, LLC | 3,484 | $1.05M | 0.93% | +3,484 | New |
| PeakShares LLC | 3,483 | $1.05M | 0.97% | +831+31.3% | Added |
| Verus Capital Partners, LLC | 3,481 | $1.05M | 0.07% | −26−0.7% | Reduced |
| Cambria Investment Management, L.P. | 3,481 | $1.05M | 0.06% | −209−5.7% | Reduced |