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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 2,776 | $839.7K | 0.19% | −78−2.7% | Reduced |
| Sax Wealth Advisors, LLC | 2,268 | $839.0K | 0.04% | −153−6.3% | Reduced |
| Central Bank & Trust Co | 2,770 | $837.9K | 0.13% | +150+5.7% | Added |
| Trust Co of Virginia | 2,766 | $836.7K | 0.07% | −98−3.4% | Reduced |
| Tritonpoint Wealth, LLC | 2,758 | $834.4K | 0.09% | +26+1.0% | Added |
| Millington Financial Advisors, LLC | 2,615 | $833.9K | 0.35% | +25+1.0% | Added |
| LS Investment Advisors, LLC | 2,746 | $830.6K | 0.12% | −273−9.0% | Reduced |
| OneAscent Financial Services LLC | 2,743 | $829.7K | 0.04% | +314+12.9% | Added |
| Enterprise Financial Services Corp | 2,740 | $828.8K | 0.42% | +588+27.3% | Added |
| Midwest Financial Group LLC | 2,733 | $826.7K | 0.35% | 00.0% | Unchanged |
| Cypress Capital Group | 2,723 | $823.7K | 0.09% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,711 | $820.1K | 0.03% | −2,836−51.1% | Reduced |
| Basepoint Wealth LLC | 2,709 | $819.5K | 0.47% | −16−0.6% | Reduced |
| L2 Asset Management, LLC | 2,702 | $817.3K | 0.08% | −530−16.4% | Reduced |
| MWA Asset Management | 2,699 | $816.5K | 0.45% | +482+21.7% | Added |
| Shelton Wealth Management, LLC | 2,697 | $815.8K | 0.36% | +2,697 | New |
| Klingman & Associates, LLC | 2,695 | $815.2K | 0.04% | +3+0.1% | Added |
| Fortune Financial Advisors, LLC | 2,691 | $813.9K | 0.41% | −98−3.5% | Reduced |
| Hartford Financial Management Inc. | 2,690 | $813.7K | 0.21% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,685 | $812.3K | 0.26% | −81−2.9% | Reduced |
| Forum Financial Management, LP | 2,682 | $811.3K | 0.01% | −5,364−66.7% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,189 | $809.8K | 0.07% | 00.0% | Unchanged |
| Castleark Management LLC | 2,675 | $809.1K | 0.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,670 | $807.6K | 0.11% | +10.0% | Added |
| Sendero Wealth Management, LLC | 2,668 | $807.0K | 0.09% | −40−1.5% | Reduced |
| Provenance Wealth Advisors, LLC | 2,649 | $801.3K | 0.08% | −5−0.2% | Reduced |
| Ridgewood Investments LLC | 2,647 | $800.7K | 0.33% | +2,647 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,646 | $800.4K | 0.00% | +1,420+115.8% | Added |
| Silverberg Bernstein Capital Management LLC | 2,645 | $800.1K | 0.44% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,643 | $799.5K | 0.10% | +279+11.8% | Added |
| Pioneer Trust Bank N A | 2,640 | $798.5K | 0.19% | +40+1.5% | Added |
| Borer Denton & Associates, Inc. | 2,637 | $797.6K | 0.28% | −50−1.9% | Reduced |
| Marino, Stram & Associates LLC | 2,630 | $795.6K | 0.14% | +48+1.9% | Added |
| Brookwood Investment Group LLC | 2,629 | $795.3K | 0.10% | −41−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 2,621 | $792.7K | 0.06% | +529+25.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,620 | $792.5K | 0.08% | +178+7.3% | Added |
| Summit Global Investments | 2,618 | $792.0K | 0.05% | +55+2.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,620 | $792.0K | 0.04% | +491+23.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,616 | $791.3K | 0.37% | 00.0% | Unchanged |
| Umpqua Bank | 2,613 | $790.4K | 0.23% | −6−0.2% | Reduced |
| Channel Wealth LLC | 2,605 | $788.0K | 0.19% | −21−0.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,603 | $787.4K | 0.08% | −7−0.3% | Reduced |
| F/M Investments LLC | 2,598 | $785.8K | 0.05% | −18,400−87.6% | Reduced |
| Marietta Investment Partners LLC | 2,598 | $785.8K | 0.16% | 00.0% | Unchanged |
| DV Trading LLC | 2,596 | $785.2K | 0.07% | +2,596 | New |
| Chapman Financial Group, LLC | 2,585 | $781.9K | 0.56% | −318−11.0% | Reduced |
| SkyView Investment Advisors, LLC | 2,582 | $781.0K | 0.11% | −38−1.5% | Reduced |
| Exchange Bank | 2,568 | $776.8K | 0.54% | −48−1.8% | Reduced |
| Sentinus, LLC | 2,563 | $775.2K | 0.07% | +397+18.3% | Added |
| American National Bank | 2,558 | $773.7K | 0.07% | −4−0.2% | Reduced |
| RFP Financial Group LLC | 2,557 | $773.5K | 0.42% | −80−3.0% | Reduced |
| Magnolia Capital Management Ltd | 2,555 | $773.0K | 0.52% | +555+27.8% | Added |
| Avantax Planning Partners, Inc. | 2,548 | $770.7K | 0.02% | +3+0.1% | Added |
| Main Street Financial Solutions, LLC | 2,546 | $770.1K | 0.06% | −122−4.6% | Reduced |
| Indiana Trust & Investment Management CO | 2,526 | $764.1K | 0.24% | −219−8.0% | Reduced |
| Twin Lakes Capital Management, LLC | 2,526 | $764.0K | 0.35% | −58−2.2% | Reduced |
| Arrow Financial Corp | 2,509 | $758.9K | 0.08% | −330−11.6% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $758.0K | 0.33% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,500 | $756.1K | 0.15% | −48−1.9% | Reduced |
| West Branch Capital LLC | 2,498 | $755.7K | 0.20% | −504−16.8% | Reduced |
| CoreFirst Bank & Trust | 2,493 | $754.1K | 0.40% | −15−0.6% | Reduced |
| Gryphon Financial Partners LLC | 2,489 | $752.9K | 0.08% | +36+1.5% | Added |
| Union Savings Bank | 2,484 | $751.3K | 0.33% | −26−1.0% | Reduced |
| Global Assets Advisory, LLC | 2,482 | $750.8K | 0.23% | +619+33.2% | Added |
| Strategic Blueprint, LLC | 2,480 | $750.1K | 0.04% | +204+9.0% | Added |
| Cherry Tree Wealth Management, LLC | 2,480 | $750.0K | 0.16% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 2,478 | $749.5K | 0.10% | −28−1.1% | Reduced |
| DT Investment Partners, LLC | 2,475 | $748.6K | 0.06% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 2,475 | $748.6K | 0.10% | +2,475 | New |
| KKM Financial LLC | 2,023 | $748.4K | 0.13% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,465 | $745.5K | 0.03% | +444+22.0% | Added |
| Phoenix Wealth Advisors | 2,462 | $744.6K | 0.29% | −245−9.1% | Reduced |
| McLean Asset Management Corp | 2,457 | $743.1K | 0.13% | −25−1.0% | Reduced |
| Perennial Investment Advisors, LLC | 2,456 | $743.0K | 0.06% | +239+10.8% | Added |
| SGL Investment Advisors, Inc. | 2,372 | $740.8K | 0.28% | +5+0.2% | Added |
| Opal Wealth Advisors, LLC | 2,446 | $739.9K | 0.17% | +7+0.3% | Added |
| Old North State Trust, LLC | 2,439 | $738.0K | 0.44% | +389+19.0% | Added |
| J. Safra Sarasin Holding AG | 2,436 | $736.8K | 0.01% | −5,682−70.0% | Reduced |
| Unified Investment Management | 2,434 | $736.1K | 0.76% | −98−3.9% | Reduced |
| TRB Wealth Management, LLC | 2,432 | $735.6K | 0.10% | +2,432 | New |
| Centennial Bank | 2,431 | $735.3K | 0.26% | −500−17.1% | Reduced |
| Sovereign Financial Group, Inc. | 2,422 | $732.6K | 0.13% | +345+16.6% | Added |
| Westbourne Investment Advisors, Inc. | 2,413 | $729.9K | 0.21% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,412 | $729.6K | 0.53% | −1,144−32.2% | Reduced |
| Delta Investment Management, LLC | 2,411 | $729.1K | 0.13% | +2+0.1% | Added |
| Trust Co | 2,406 | $727.8K | 0.07% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,401 | $726.3K | 0.38% | −7−0.3% | Reduced |
| Confluence Investment Management LLC | 2,400 | $726.0K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $726.0K | 0.37% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,389 | $722.6K | 0.21% | +984+70.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,388 | $722.3K | 0.08% | −50−2.1% | Reduced |
| Kozak & Associates, Inc. | 2,230 | $722.3K | 0.14% | +2+0.1% | Added |
| Sierra Capital LLC | 2,386 | $722.0K | 0.08% | +1,385+138.4% | Added |
| Avidian Wealth Solutions, LLC | 2,380 | $720.0K | 0.02% | −100−4.0% | Reduced |
| Weaver Consulting Group | 2,379 | $719.6K | 0.17% | −22−0.9% | Reduced |
| Capital Advisors Inc | 2,373 | $717.8K | 0.01% | +680+40.2% | Added |
| Trustmark National Bank Trust Department | 2,362 | $714.5K | 0.05% | −499−17.4% | Reduced |
| Shufro Rose & Co LLC | 2,359 | $713.6K | 0.05% | −304−11.4% | Reduced |
| Northbridge Financial Group, LLC | 2,202 | $713.2K | 0.31% | +148+7.2% | Added |
| Raleigh Capital Management Inc. | 2,358 | $713.1K | 0.25% | +494+26.5% | Added |