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 |
|---|---|---|---|---|---|
| Argus Investors' Counsel, Inc. | 3,471 | $1.05M | 0.93% | −403−10.4% | Reduced |
| Francis Financial, Inc. | 3,451 | $1.04M | 0.19% | +1,920+125.4% | Added |
| Quantum Financial Advisors, LLC | 3,447 | $1.04M | 0.12% | +124+3.7% | Added |
| Defined Wealth Management, LLC | 3,444 | $1.04M | 0.61% | −8−0.2% | Reduced |
| Founders Financial Securities LLC | 3,277 | $1.04M | 0.06% | −751−18.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,438 | $1.04M | 0.05% | +797+30.2% | Added |
| Weaver Capital Management LLC | 3,437 | $1.04M | 0.23% | −217−5.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,436 | $1.04M | 0.12% | −5−0.1% | Reduced |
| Tiaa Trust, National Association | 3,429 | $1.04M | 0.06% | −90,040−96.3% | Reduced |
| Colonial Trust Co | 3,428 | $1.04M | 0.14% | +2+0.1% | Added |
| Alchemi Wealth, LLC | 3,414 | $1.03M | 0.57% | −23−0.7% | Reduced |
| Oak Asset Management, LLC | 3,412 | $1.03M | 0.36% | −30−0.9% | Reduced |
| Alerus Financial NA | 3,407 | $1.03M | 0.05% | −60−1.7% | Reduced |
| Rexford Capital Inc | 3,407 | $1.03M | 0.74% | +40+1.2% | Added |
| Marshall Financial Group LLC | 3,406 | $1.03M | 0.16% | +221+6.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,388 | $1.02M | 0.06% | +1,584+87.8% | Added |
| Sanders Morris Harris LLC | 3,388 | $1.02M | 0.16% | +3,388 | New |
| Advisor OS, LLC | 3,388 | $1.02M | 0.07% | −1,881−35.7% | Reduced |
| Bahl & Gaynor Inc | 3,387 | $1.02M | 0.01% | −61−1.8% | Reduced |
| Sigma Investment Counselors Inc | 3,376 | $1.02M | 0.05% | −2−0.1% | Reduced |
| Alexander Randolph Advisory, Inc. | 3,370 | $1.02M | 0.88% | −83−2.4% | Reduced |
| Basecamp Wealth Advisors LLC | 3,367 | $1.02M | 0.21% | −7−0.2% | Reduced |
| Heartland Bank & Trust Co | 3,341 | $1.01M | 0.23% | +184+5.8% | Added |
| Altfest L J & Co Inc | 3,324 | $1.01M | 0.11% | +92+2.8% | Added |
| Union Bancaire Privee, UBP SA | 4,129 | $993.2K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,294 | $993.0K | 0.07% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,279 | $991.8K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,270 | $989.1K | 0.59% | −495−13.1% | Reduced |
| Cetera Trust Company, N.A | 3,260 | $986.1K | 0.56% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,256 | $984.7K | 0.18% | +2,586+386.0% | Added |
| Geneos Wealth Management Inc. | 3,249 | $982.8K | 0.02% | +82+2.6% | Added |
| Delphi Management Inc | 3,239 | $980.0K | 1.17% | −940−22.5% | Reduced |
| Steel Peak Wealth Management LLC | 3,230 | $976.9K | 0.03% | +321+11.0% | Added |
| Nilsine Partners, LLC | 3,059 | $975.3K | 0.08% | −464−13.2% | Reduced |
| S-Bank Fund Management Ltd | 3,216 | $972.8K | 0.14% | −120−3.6% | Reduced |
| Howe & Rusling Inc | 3,191 | $965.3K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,191 | $965.2K | 0.05% | +93+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 3,179 | $961.6K | 0.16% | +895+39.2% | Added |
| Legacy Financial Advisors, Inc. | 3,173 | $959.7K | 0.13% | +481+17.9% | Added |
| Continuum Advisory, LLC | 3,162 | $956.5K | 0.09% | −50−1.6% | Reduced |
| Elevated Financial Group LLC | 3,154 | $954.1K | 0.32% | −75−2.3% | Reduced |
| Palisade Capital Management LLC | 3,130 | $946.8K | 0.03% | +1,262+67.6% | Added |
| US Asset Management LLC | 3,124 | $944.9K | 0.82% | −26−0.8% | Reduced |
| Signature Wealth Management Group | 3,122 | $944.3K | 0.36% | −4,733−60.3% | Reduced |
| Childress Capital Advisors, LLC | 3,116 | $942.6K | 0.17% | −402−11.4% | Reduced |
| Richwood Investment Advisors, LLC | 3,114 | $942.1K | 0.73% | −102−3.2% | Reduced |
| Westfuller Advisors, LLC | 3,108 | $940.0K | 0.41% | +14+0.5% | Added |
| Lewis Asset Management, LLC | 3,106 | $939.6K | 0.38% | −43−1.4% | Reduced |
| Philadelphia Trust Co | 3,095 | $936.0K | 0.07% | −500−13.9% | Reduced |
| CFO4Life Group, LLC | 3,093 | $935.5K | 0.14% | −26−0.8% | Reduced |
| Novem Group | 3,092 | $935.2K | 0.11% | −32−1.0% | Reduced |
| Insight Advisors, LLC | 3,083 | $932.7K | 0.18% | −2,507−44.8% | Reduced |
| Mayflower Financial Advisors, LLC | 3,083 | $932.5K | 0.11% | −43−1.4% | Reduced |
| Clean Yield Group | 3,079 | $931.3K | 0.26% | −16−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 3,062 | $926.3K | 0.02% | −21−0.7% | Reduced |
| Wealth Advisory Solutions, LLC | 3,058 | $925.0K | 0.21% | +2,291+298.7% | Added |
| ZEGA Investments, LLC | 3,057 | $924.8K | 0.18% | −233−7.1% | Reduced |
| PDS Planning, Inc | 3,056 | $924.4K | 0.06% | −57−1.8% | Reduced |
| Legacy Wealth Management, LLC | 3,055 | $924.1K | 0.26% | +40+1.3% | Added |
| Talon Private Wealth, LLC | 3,051 | $922.9K | 0.12% | +3,051 | New |
| Legal Advantage Investments, Inc. | 3,050 | $922.6K | 0.48% | +500+19.6% | Added |
| Catalyst Financial Partners LLC | 3,048 | $922.0K | 0.11% | +188+6.6% | Added |
| Tradition Wealth Management, LLC | 3,041 | $919.7K | 0.07% | +50+1.7% | Added |
| Greystone Financial Group, LLC | 3,037 | $918.5K | 0.26% | −37,947−92.6% | Reduced |
| WBI Investments | 3,031 | $916.9K | 0.25% | −4,879−61.7% | Reduced |
| Millington Securities, LLC | 3,031 | $916.9K | 0.25% | +3,031 | New |
| 71 West Capital Partners | 3,022 | $914.1K | 0.04% | +762+33.7% | Added |
| Baker Tilly Wealth Management, LLC | 3,019 | $913.3K | 0.22% | −139−4.4% | Reduced |
| Scissortail Wealth Management, LLC | 3,017 | $912.6K | 0.18% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 3,013 | $911.4K | 0.08% | −290−8.8% | Reduced |
| Waddell & Associates, LLC | 3,010 | $910.5K | 0.05% | +355+13.4% | Added |
| Matrix Asset Advisors Inc | 2,996 | $906.2K | 0.08% | −70−2.3% | Reduced |
| Cooper Financial Group | 2,984 | $902.7K | 0.09% | −197−6.2% | Reduced |
| MFA Wealth Services | 2,980 | $901.4K | 0.60% | +118+4.1% | Added |
| Capital Investment Advisory Services, LLC | 2,973 | $899.4K | 0.07% | −3−0.1% | Reduced |
| LongView Wealth Management | 2,720 | $889.2K | 0.22% | −153−5.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,926 | $885.0K | 0.09% | −168−5.4% | Reduced |
| Bath Savings Trust Co | 2,916 | $882.0K | 0.09% | −7−0.2% | Reduced |
| Warther Private Wealth, LLC | 2,913 | $881.1K | 0.21% | +100+3.6% | Added |
| Cambridge Advisors Inc. | 2,910 | $880.2K | 0.17% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,888 | $873.5K | 0.10% | +121+4.4% | Added |
| Taylor Securities Services, Inc. | 2,882 | $871.7K | 0.41% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,882 | $871.6K | 0.06% | +19+0.7% | Added |
| Richards, Merrill & Peterson, Inc. | 2,881 | $871.4K | 0.32% | −18−0.6% | Reduced |
| Cidel Asset Management Inc | 2,879 | $870.8K | 0.05% | +431+17.6% | Added |
| Delta Financial Advisors LLC | 2,870 | $868.3K | 0.23% | +406+16.5% | Added |
| Orleans Capital Management Corp | 2,867 | $867.2K | 0.59% | 00.0% | Unchanged |
| Benin Management CORP | 2,863 | $866.0K | 0.19% | +74+2.7% | Added |
| Integrated Advisors Network LLC | 2,821 | $853.4K | 0.04% | −8,581−75.3% | Reduced |
| Linscomb & Williams, Inc. | 2,811 | $850.3K | 0.04% | +57+2.1% | Added |
| Advyzon Investment Management, LLC | 2,806 | $849.0K | 0.08% | +734+35.4% | Added |
| McIlrath & Eck, LLC | 2,802 | $847.5K | 0.06% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,802 | $847.5K | 0.01% | +550+24.4% | Added |
| Icapital Wealth LLC | 2,800 | $847.0K | 0.51% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,800 | $847.0K | 1.09% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $846.9K | 0.46% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,797 | $846.0K | 0.42% | −104−3.6% | Reduced |
| Ocean Capital Management, LLC | 2,790 | $844.0K | 0.17% | −7−0.3% | Reduced |
| Outfitter Financial LLC | 2,785 | $842.4K | 0.65% | +325+13.2% | Added |
| Hobbs Group Advisors, LLC | 2,781 | $841.2K | 0.25% | 00.0% | Unchanged |