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
- 1,226 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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 2,351 | $711.1K | 0.25% | −2,434−50.9% | Reduced |
| Bristol John W & Co Inc | 2,351 | $711.1K | 0.01% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,348 | $710.1K | 0.12% | −38−1.6% | Reduced |
| Millstone Evans Group, LLC | 2,342 | $708.4K | 0.43% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,338 | $707.1K | 0.04% | −23−1.0% | Reduced |
| Financial Planning Hawaii, Inc. | 2,335 | $706.1K | 0.42% | +80+3.5% | Added |
| PFC Capital Group, Inc. | 2,335 | $706.0K | 0.31% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,338 | $704.9K | 0.03% | −42−1.8% | Reduced |
| FWL Investment Management, LLC | 2,328 | $704.2K | 0.15% | +1,890+431.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,326 | $704.0K | 0.22% | +10.0% | Added |
| Monetary Management Group Inc | 2,325 | $703.3K | 0.17% | −50−2.1% | Reduced |
| Sage Capital Management, LLC | 2,324 | $703.1K | 0.33% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,318 | $701.2K | 0.13% | +14+0.6% | Added |
| Palisades Hudson Asset Management, L.P. | 2,315 | $700.0K | 0.27% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 2,313 | $699.6K | 0.01% | +2,313 | New |
| Meridian Wealth Advisors, LLC | 2,301 | $696.0K | 0.09% | −42−1.8% | Reduced |
| Compass Capital Corp | 2,176 | $696.0K | 0.25% | −27−1.2% | Reduced |
| Costello Asset Management, INC | 2,301 | $695.9K | 0.24% | +1,396+154.3% | Added |
| Round Rock Advisors, LLC | 2,297 | $694.7K | 0.11% | −91−3.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,281 | $690.0K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,281 | $690.0K | 0.09% | +33+1.5% | Added |
| MONECO Advisors, LLC | 2,266 | $685.4K | 0.05% | +109+5.1% | Added |
| Third View Private Wealth, LLC | 2,266 | $685.4K | 0.09% | +194+9.4% | Added |
| Connecticut Wealth Management, LLC | 2,264 | $684.8K | 0.03% | +27+1.2% | Added |
| United Community Bank | 2,262 | $684.2K | 0.23% | −608−21.2% | Reduced |
| Custom Index Systems, LLC | 2,262 | $684.2K | 0.30% | −5−0.2% | Reduced |
| Consultiva Wealth Management, Corp. | 2,262 | $684.2K | 1.98% | 00.0% | Unchanged |
| Retirement Planning Group | 2,261 | $683.8K | 0.02% | +349+18.3% | Added |
| All Terrain Financial Advisors, LLC | 2,259 | $683.3K | 0.21% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,257 | $682.7K | 0.11% | +2,257 | New |
| Empirical Asset Management, LLC | 2,257 | $682.6K | 0.18% | −298−11.7% | Reduced |
| Keystone Financial Group | 2,252 | $681.1K | 0.05% | +140+6.6% | Added |
| Traphagen Investment Advisors LLC | 2,248 | $679.9K | 0.06% | −18−0.8% | Reduced |
| MBL Wealth, LLC | 2,245 | $679.1K | 0.05% | +41+1.9% | Added |
| Indivisible Partners | 2,235 | $676.2K | 0.06% | +215+10.6% | Added |
| Northside Capital Management, LLC | 2,235 | $676.0K | 0.06% | −250−10.1% | Reduced |
| ORG Wealth Partners, LLC | 2,223 | $672.5K | 0.13% | +13+0.6% | Added |
| Plan A Wealth LLC | 2,223 | $672.4K | 0.32% | +112+5.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,221 | $671.9K | 0.05% | +893+67.2% | Added |
| Rhodes Investment Advisors Inc | 2,215 | $670.0K | 0.58% | +125+6.0% | Added |
| Blalock Williams, LLC | 2,214 | $669.7K | 0.52% | +1,615+269.6% | Added |
| Western Financial Corp | 2,213 | $669.4K | 0.26% | −7,654−77.6% | Reduced |
| Berger Financial Group, Inc | 2,209 | $668.2K | 0.04% | +157+7.7% | Added |
| Howland Capital Management LLC | 2,205 | $667.0K | 0.03% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 2,204 | $666.7K | 0.11% | 00.0% | Unchanged |
| Perpetual Ltd | 2,201 | $665.8K | 0.01% | +300+15.8% | Added |
| Security National Bank of So Dak | 2,200 | $665.5K | 0.32% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 2,195 | $663.8K | 0.34% | −252−10.3% | Reduced |
| Fell Capital Management | 2,190 | $662.4K | 0.63% | −100−4.4% | Reduced |
| Quantum Private Wealth, LLC | 2,190 | $662.4K | 0.20% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,189 | $662.0K | 0.06% | −48−2.1% | Reduced |
| one8zero8, LLC | 2,175 | $657.9K | 0.15% | −690−24.1% | Reduced |
| Oslo Pensjonsforsikring AS | 2,172 | $657.0K | 0.10% | +2,172 | New |
| Simplicity Wealth,LLC | 2,171 | $656.6K | 0.04% | +302+16.2% | Added |
| Wellspring Financial Advisors, LLC | 2,170 | $656.4K | 0.05% | −499−18.7% | Reduced |
| Marex Group plc | 2,160 | $653.4K | 0.01% | −148,530−98.6% | Reduced |
| MEMBERS Trust Co | 2,160 | $653.4K | 0.02% | +21+1.0% | Added |
| Marest Capital, LLC | 2,158 | $652.9K | 0.38% | +1,177+120.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,154 | $651.4K | 0.05% | −43−2.0% | Reduced |
| Phoenix Holdings Ltd. | 2,152 | $650.5K | 0.01% | −906−29.6% | Reduced |
| BIP Wealth, LLC | 2,150 | $650.3K | 0.03% | −734−25.5% | Reduced |
| PW Nova Financial Services LLC | 2,147 | $649.4K | 0.16% | +2,147 | New |
| Outlook Wealth Advisors, LLC | 2,145 | $648.9K | 0.16% | −41−1.9% | Reduced |
| Addison Capital Co | 2,144 | $648.5K | 0.12% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,142 | $647.9K | 0.09% | +2+0.1% | Added |
| Waterloo Capital, L.P. | 2,138 | $646.8K | 0.05% | −212−9.0% | Reduced |
| 180 Wealth Advisors, LLC | 2,138 | $646.6K | 0.07% | −2,102−49.6% | Reduced |
| Lansing Street Advisors | 2,137 | $646.4K | 0.16% | +727+51.6% | Added |
| Charter Trust Co | 2,135 | $645.8K | 0.04% | +9+0.4% | Added |
| Bangor Savings Bank | 2,128 | $643.7K | 0.05% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 2,121 | $641.5K | 0.20% | +44+2.1% | Added |
| Essex Savings Bank | 2,119 | $640.9K | 0.14% | −522−19.8% | Reduced |
| Whalen Wealth Management Inc. | 2,118 | $640.7K | 0.34% | −306−12.6% | Reduced |
| Patten Group, Inc. | 2,118 | $640.7K | 0.11% | +414+24.3% | Added |
| Macroview Investment Management LLC | 2,115 | $639.7K | 0.45% | −56−2.6% | Reduced |
| Philip James Wealth Mangement, LLC | 2,109 | $637.9K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,102 | $635.8K | 0.23% | 00.0% | Unchanged |
| Aries Wealth Management | 2,098 | $634.6K | 0.14% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,097 | $634.3K | 0.06% | +79+3.9% | Added |
| Wealth Architects, LLC | 2,092 | $632.8K | 0.06% | −7−0.3% | Reduced |
| Limestone Investment Advisors LP | 2,087 | $631.3K | 0.31% | +2,087 | New |
| StoneX Group Inc. | 2,084 | $630.5K | 0.03% | −646−23.7% | Reduced |
| Visionary Wealth Advisors | 2,084 | $630.3K | 0.03% | −128−5.8% | Reduced |
| Camden National Bank | 2,081 | $629.5K | 0.09% | −26−1.2% | Reduced |
| Triangle Securities Wealth Management | 2,076 | $627.9K | 0.14% | −566−21.4% | Reduced |
| Clarendon Private LLC | 2,069 | $625.8K | 0.48% | +157+8.2% | Added |
| Wealthquest Corp | 2,065 | $624.6K | 0.04% | +299+16.9% | Added |
| Machina Capital S.A.S. | 2,062 | $623.7K | 0.12% | +2,062 | New |
| Pacitti Group Inc. | 2,057 | $622.3K | 0.23% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 2,052 | $620.7K | 0.03% | −60−2.8% | Reduced |
| Capital Advantage, Inc. | 2,047 | $619.3K | 0.08% | +35+1.7% | Added |
| Sunburst Financial Group, LLC | 2,047 | $619.2K | 0.12% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,043 | $618.0K | 0.01% | +276+15.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,042 | $617.6K | 0.04% | −259−11.3% | Reduced |
| Claro Advisors LLC | 2,038 | $616.5K | 0.07% | +870+74.5% | Added |
| Harvest Fund Management Co., Ltd | 2,034 | $615.0K | 0.03% | −1,848−47.6% | Reduced |
| Precedent Wealth Partners, LLC | 2,033 | $614.9K | 0.12% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,031 | $614.3K | 0.01% | −1,919−48.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,031 | $614.3K | 0.10% | −30−1.5% | Reduced |
| Engineers Gate Manager LP | 2,030 | $614.0K | 0.01% | +499+32.6% | Added |