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 |
|---|---|---|---|---|---|
| Signature Wealth Management Partners, LLC | 2,029 | $613.7K | 0.31% | 00.0% | Unchanged |
| Evansbrook LLC | 2,026 | $612.8K | 0.41% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,023 | $611.9K | 0.01% | −11,545−85.1% | Reduced |
| Curat Global, LLC | 2,015 | $609.5K | 0.60% | −125−5.8% | Reduced |
| Sippican Capital Advisors | 2,014 | $609.2K | 0.42% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,010 | $608.0K | 0.24% | +3+0.1% | Added |
| BridgePort Financial Solutions, LLC | 2,009 | $607.5K | 0.17% | −34−1.7% | Reduced |
| Harbor Advisors LLC | 2,000 | $605.0K | 0.09% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,000 | $604.8K | 0.08% | −130−6.1% | Reduced |
| E Fund Management Co., Ltd. | 1,999 | $604.7K | 0.02% | +1,999 | New |
| Thrive Wealth Management, LLC | 1,997 | $603.9K | 0.09% | −32−1.6% | Reduced |
| Wellington Grp LLC | 1,993 | $602.8K | 0.19% | +583+41.3% | Added |
| Ashton Thomas Securities, LLC | 1,977 | $598.0K | 0.08% | +61+3.2% | Added |
| Keel Point, LLC | 1,975 | $597.4K | 0.04% | −562−22.2% | Reduced |
| TrueWealth Advisors, LLC | 1,974 | $597.0K | 0.15% | +1,403+245.7% | Added |
| Genesee Capital Advisors, LLC | 1,971 | $596.3K | 0.25% | −8−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,971 | $596.2K | 0.39% | −2−0.1% | Reduced |
| Regatta Capital Group, LLC | 1,970 | $595.8K | 0.09% | −165−7.7% | Reduced |
| Breakwater Capital Group | 1,969 | $595.6K | 0.08% | −50−2.5% | Reduced |
| Chapin Davis, Inc. | 1,969 | $595.6K | 0.13% | −243−11.0% | Reduced |
| Torray LLC | 1,965 | $594.4K | 0.09% | −22,310−91.9% | Reduced |
| RNC Capital Management LLC | 1,965 | $594.4K | 0.03% | +205+11.6% | Added |
| JFS Wealth Advisors, LLC | 1,965 | $594.3K | 0.03% | +7+0.4% | Added |
| Davidson Trust Co | 1,964 | $594.1K | 0.26% | +45+2.3% | Added |
| Blume Capital Management, Inc. | 1,963 | $593.8K | 0.10% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,960 | $592.9K | 0.07% | +81+4.3% | Added |
| Wisconsin Wealth Advisors, LLC | 1,960 | $592.8K | 0.58% | +3+0.2% | Added |
| Adirondack Trust Co | 1,951 | $590.1K | 0.20% | −21−1.1% | Reduced |
| Everest Financial Group LLC | 1,950 | $589.7K | 0.10% | +101+5.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,947 | $589.0K | 0.26% | +130+7.2% | Added |
| Oxford Financial Group Ltd | 1,942 | $587.5K | 0.03% | −170−8.0% | Reduced |
| Tripletail Wealth Management, LLC | 1,949 | $585.1K | 0.80% | −6−0.3% | Reduced |
| Kathmere Capital Management, LLC | 1,934 | $585.0K | 0.04% | −693−26.4% | Reduced |
| Independent Family Office, LLC | 1,932 | $584.4K | 0.24% | 00.0% | Unchanged |
| Arwa LLC | 1,836 | $583.5K | 0.29% | −2,148−53.9% | Reduced |
| Ballast Advisors LLC | 1,926 | $582.6K | 0.17% | −25−1.3% | Reduced |
| Zions Bancorporation, National Association | 1,923 | $581.7K | 0.04% | −1,894−49.6% | Reduced |
| Tiemann Investment Advisors, LLC | 1,919 | $580.5K | 0.23% | +100+5.5% | Added |
| Palumbo Wealth Management LLC | 1,915 | $579.3K | 0.14% | +209+12.3% | Added |
| Princeton Capital Management LLC | 1,913 | $578.6K | 0.16% | +410+27.3% | Added |
| Legato Capital Management LLC | 1,904 | $575.9K | 0.05% | −1,265−39.9% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,903 | $575.5K | 0.55% | +37+2.0% | Added |
| Cairn Investment Group, Inc. | 1,900 | $575.0K | 0.29% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 1,900 | $574.7K | 0.21% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,896 | $573.5K | 0.06% | +69+3.8% | Added |
| Brown, Lisle/Cummings, Inc. | 1,893 | $572.6K | 0.14% | +44+2.4% | Added |
| LaSalle St. Investment Advisors, LLC | 1,891 | $572.0K | 0.08% | +24+1.3% | Added |
| Prairieview Wealth Partners, LLC | 1,889 | $571.4K | 0.47% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,887 | $570.7K | 0.04% | −470−19.9% | Reduced |
| Ancora Advisors, LLC | 1,887 | $570.7K | 0.01% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,886 | $570.5K | 0.48% | −43−2.2% | Reduced |
| Financial Engines Advisors L.L.C. | 1,885 | $570.2K | 0.00% | −325−14.7% | Reduced |
| Annex Advisory Services, LLC | 1,884 | $570.0K | 0.01% | +374+24.8% | Added |
| Keudell/Morrison Wealth Management | 1,884 | $569.9K | 0.12% | +177+10.4% | Added |
| Phillips Wealth Planners LLC | 1,824 | $569.7K | 0.43% | +50+2.8% | Added |
| Herold Advisors, Inc. | 1,883 | $569.4K | 0.13% | +171+10.0% | Added |
| Valmark Advisers, Inc. | 1,878 | $568.0K | 0.01% | +35+1.9% | Added |
| Mechanics Financial Corp | 1,876 | $567.5K | 0.24% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,873 | $566.6K | 0.10% | 00.0% | Unchanged |
| Nwam LLC | 1,871 | $566.0K | 0.03% | −15−0.8% | Reduced |
| Athena Investment Management | 1,871 | $565.9K | 0.29% | −108−5.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,870 | $565.6K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,870 | $565.5K | 0.10% | +73+4.1% | Added |
| Keystone Wealth Services, LLC | 1,868 | $565.1K | 0.12% | −10−0.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,857 | $561.7K | 0.07% | +93+5.3% | Added |
| TFR Capital, LLC. | 1,856 | $561.4K | 0.17% | +126+7.3% | Added |
| Legacy Financial Strategies, LLC | 1,855 | $561.1K | 0.10% | −38−2.0% | Reduced |
| Trillium Asset Management, LLC | 1,856 | $561.0K | 0.02% | −108−5.5% | Reduced |
| PCM Encore, LLC | 1,852 | $560.1K | 0.12% | +221+13.5% | Added |
| Patton Albertson Miller Group, LLC | 1,850 | $559.6K | 0.07% | −11−0.6% | Reduced |
| TradeWell Securities, LLC. | 1,847 | $558.7K | 0.24% | +2+0.1% | Added |
| Bank of Jackson Hole Trust | 1,843 | $557.5K | 0.27% | +20+1.1% | Added |
| Tempo Wealth, LLC | 1,835 | $555.1K | 0.10% | +186+11.3% | Added |
| Capstone Financial Advisors, Inc. | 1,832 | $554.2K | 0.03% | −95−4.9% | Reduced |
| SmartHarvest Portfolios, LLC | 1,824 | $551.8K | 0.23% | −571−23.8% | Reduced |
| Aberdeen Wealth Management LLC | 1,811 | $547.8K | 0.25% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,806 | $546.4K | 0.08% | −211−10.5% | Reduced |
| Fort Washington Investment Advisors Inc | 1,794 | $542.6K | 0.00% | +168+10.3% | Added |
| Sage Private Wealth Group, LLC | 1,793 | $542.5K | 0.27% | −32−1.8% | Reduced |
| Cromwell Holdings LLC | 1,793 | $542.3K | 0.31% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 1,792 | $542.0K | 0.12% | −28−1.5% | Reduced |
| Flagship Private Wealth, LLC | 1,791 | $541.8K | 0.22% | −15−0.8% | Reduced |
| Centurion Wealth Management LLC | 1,790 | $541.4K | 0.12% | −23−1.3% | Reduced |
| MOR Wealth Management, LLC | 1,781 | $538.7K | 0.25% | −157−8.1% | Reduced |
| First National Bank of Omaha | 1,780 | $538.4K | 0.02% | −250−12.3% | Reduced |
| Atlantic Trust, LLC | 1,779 | $538.1K | 0.09% | 00.0% | Unchanged |
| May Hill Capital, LLC | 1,779 | $538.1K | 0.14% | +465+35.4% | Added |
| Alteri Wealth LLC | 1,777 | $537.6K | 0.17% | +29+1.7% | Added |
| Brucke Financial, Inc. | 1,776 | $537.2K | 0.27% | −645−26.6% | Reduced |
| Windsor Capital Management, LLC | 1,776 | $537.1K | 0.15% | +201+12.8% | Added |
| Z3 Capital Partners, LLC | 1,768 | $534.8K | 0.14% | −125−6.6% | Reduced |
| Tennessee Valley Asset Management Partners | 1,768 | $534.7K | 0.07% | +42+2.4% | Added |
| Midway Capital Research & Management | 1,763 | $533.3K | 0.50% | +50+2.9% | Added |
| Legend Capital Advisors LLC | 1,757 | $531.5K | 0.33% | −36−2.0% | Reduced |
| Heritage Investment Group, Inc. | 1,750 | $529.3K | 0.08% | −14−0.8% | Reduced |
| Balentine LLC | 1,749 | $529.0K | 0.02% | −13−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,749 | $529.0K | 0.03% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,746 | $528.0K | 0.19% | +1+0.1% | Added |
| Atala Financial Inc | 1,743 | $527.4K | 0.35% | −289−14.2% | Reduced |
| Ellis Investment Partners, LLC | 1,743 | $527.3K | 0.09% | +2+0.1% | Added |