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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 1,737 | $525.5K | 0.04% | +25+1.5% | Added |
| Calton & Associates, Inc. | 1,724 | $521.4K | 0.07% | +1,724 | New |
| Providence First Trust Co | 1,719 | $520.0K | 0.18% | −792−31.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,717 | $519.4K | 0.05% | −24−1.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,716 | $519.1K | 0.05% | −1,341−43.9% | Reduced |
| Cache Advisors, LLC | 1,708 | $516.6K | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 1,708 | $516.6K | 0.04% | −398−18.9% | Reduced |
| Versant Capital Management, Inc | 1,706 | $516.0K | 0.05% | +146+9.4% | Added |
| Cassaday & Co Wealth Management LLC | 1,706 | $516.0K | 0.01% | −224−11.6% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $514.2K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,694 | $512.5K | 0.19% | −26−1.5% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,692 | $511.9K | 0.45% | −3,936−69.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,691 | $511.5K | 0.13% | +36+2.2% | Added |
| Arcataur Capital Management LLC | 1,688 | $510.6K | 0.14% | +10+0.6% | Added |
| Keebeck Wealth Management, LLC | 1,687 | $510.3K | 0.06% | +71+4.4% | Added |
| Harbour Trust & Investment Management Co | 1,687 | $510.3K | 0.05% | −10−0.6% | Reduced |
| Adell Harriman & Carpenter Inc | 1,684 | $509.5K | 0.03% | −366−17.9% | Reduced |
| Thompson Investment Management, Inc. | 1,681 | $508.5K | 0.07% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,681 | $508.5K | 0.07% | +5+0.3% | Added |
| 111 Capital | 1,680 | $508.2K | 0.13% | +1,002+147.8% | Added |
| OneAscent Wealth Management LLC | 1,679 | $507.9K | 0.17% | −26−1.5% | Reduced |
| Income Insurance Ltd | 1,679 | $507.9K | 0.35% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,678 | $507.6K | 0.06% | −28−1.6% | Reduced |
| Missouri Trust & Investment Co | 1,677 | $507.3K | 0.15% | −145−8.0% | Reduced |
| Navigation Group, LLC | 1,675 | $506.8K | 0.12% | +1,675 | New |
| Twin Tree Management, LP | 1,675 | $506.7K | 0.11% | +981+141.4% | Added |
| Liberty Wealth Management LLC | 1,673 | $506.0K | 0.06% | −49−2.8% | Reduced |
| Secure Asset Management, LLC | 1,673 | $505.9K | 0.08% | −659−28.3% | Reduced |
| Allred Capital Management, LLC | 1,666 | $504.1K | 0.18% | +71+4.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,664 | $503.3K | 0.13% | −1,776−51.6% | Reduced |
| Van Diest Capital, LLC | 1,662 | $502.9K | 0.40% | +824+98.3% | Added |
| Motco | 1,661 | $502.4K | 0.05% | −7−0.4% | Reduced |
| Centaurus Financial, Inc. | 1,661 | $502.0K | 0.02% | −54−3.1% | Reduced |
| Kelman-Lazarov, Inc. | 1,657 | $501.2K | 0.07% | −93−5.3% | Reduced |
| NFP Retirement, Inc. | 1,656 | $500.9K | 0.03% | −3−0.2% | Reduced |
| Oxbow Advisors, LLC | 1,653 | $500.1K | 0.04% | −19−1.1% | Reduced |
| Acorn Wealth Advisors, LLC | 1,646 | $498.0K | 0.15% | +2+0.1% | Added |
| MQS Management LLC | 1,645 | $497.6K | 0.34% | −822−33.3% | Reduced |
| Brown Miller Wealth Management, LLC | 1,640 | $496.1K | 0.14% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,637 | $494.9K | 0.15% | +71+4.5% | Added |
| Oliver Luxxe Assets LLC | 1,636 | $494.8K | 0.07% | −23−1.4% | Reduced |
| Tyche Wealth Partners LLC | 1,635 | $494.7K | 0.08% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,633 | $493.9K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 1,543 | $492.6K | 0.10% | −145−8.6% | Reduced |
| Dillon & Associates Inc | 1,629 | $492.0K | 0.07% | +1,629 | New |
| City Holding Co | 1,624 | $491.2K | 0.06% | −2−0.1% | Reduced |
| Peterson Wealth Services | 1,620 | $490.2K | 0.12% | +1+0.1% | Added |
| Foster & Motley Inc | 1,619 | $490.0K | 0.03% | −7−0.4% | Reduced |
| Schubert & Co | 1,618 | $489.4K | 0.40% | −153−8.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,616 | $488.8K | 0.14% | +2+0.1% | Added |
| Rockbridge Investment Management, LCC | 1,615 | $488.5K | 0.04% | −10−0.6% | Reduced |
| DDD Partners, LLC | 1,614 | $488.2K | 0.03% | +1,614 | New |
| Tower Wealth Partners, Inc. | 1,612 | $487.6K | 0.27% | −781−32.6% | Reduced |
| OneAscent Family Office, LLC | 1,607 | $486.1K | 0.34% | +151+10.4% | Added |
| Valley National Advisers Inc | 1,610 | $486.0K | 0.06% | −54−3.2% | Reduced |
| Crusonia Wealth Advisors LLC | 1,605 | $485.4K | 0.10% | +59+3.8% | Added |
| Integrated Investment Consultants, LLC | 1,601 | $484.3K | 0.10% | −87−5.2% | Reduced |
| Strategy Asset Managers LLC | 1,601 | $484.3K | 0.08% | −23−1.4% | Reduced |
| Trilogy Capital Inc. | 1,600 | $484.0K | 0.02% | −30−1.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,600 | $484.0K | 0.11% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 1,597 | $483.1K | 0.17% | −14,743−90.2% | Reduced |
| Impact Capital Partners LLC | 1,595 | $482.5K | 0.15% | +31+2.0% | Added |
| GatePass Capital, LLC | 1,593 | $481.9K | 0.23% | +1,593 | New |
| Silverlake Wealth Management LLC | 1,593 | $481.8K | 0.10% | −24−1.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,590 | $481.0K | 0.15% | −112−6.6% | Reduced |
| Lavaca Capital LLC | 1,590 | $480.9K | 0.09% | +1,000+169.5% | Added |
| Consolidated Planning Corp | 1,584 | $479.1K | 0.08% | −3−0.2% | Reduced |
| Optimize Financial Inc | 1,582 | $478.5K | 0.24% | +1,582 | New |
| KFA Private Wealth Group, LLC | 1,579 | $477.6K | 0.11% | −19−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,579 | $477.6K | 0.26% | 00.0% | Unchanged |
| North Capital, Inc. | 1,575 | $476.5K | 0.40% | +20+1.3% | Added |
| Sunpointe, LLC | 1,573 | $475.8K | 0.16% | −258−14.1% | Reduced |
| CPA Asset Management LLC | 1,572 | $475.5K | 0.16% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,555 | $475.4K | 0.03% | −50−3.1% | Reduced |
| Agate Pass Investment Management, LLC | 1,570 | $474.8K | 0.19% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,567 | $474.0K | 0.26% | +63+4.2% | Added |
| Kapstone Financial Advisors LLC | 1,564 | $473.1K | 0.23% | +260+19.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,559 | $471.6K | 0.31% | −243−13.5% | Reduced |
| Granite Islands Private Wealth, LLC | 1,557 | $471.0K | 0.43% | +4+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,557 | $471.0K | 0.01% | +500+47.3% | Added |
| Severin Investments, LLC | 1,557 | $470.9K | 0.40% | +1,557 | New |
| Fairfield, Bush & Co. | 1,555 | $470.4K | 0.26% | 00.0% | Unchanged |
| Owen LaRue, LLC | 1,554 | $469.9K | 0.18% | +1,554 | New |
| Accretive Wealth Partners, LLC | 1,553 | $469.7K | 0.13% | +99+6.8% | Added |
| Revolve Wealth Partners, LLC | 1,552 | $469.5K | 0.06% | +93+6.4% | Added |
| LMCG Investments, LLC | 1,551 | $469.1K | 0.03% | −5−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 1,546 | $467.6K | 0.18% | −403−20.7% | Reduced |
| Exencial Wealth Advisors, LLC | 1,544 | $467.2K | 0.01% | +114+8.0% | Added |
| Pines Wealth Management, LLC | 1,539 | $465.5K | 0.15% | −280−15.4% | Reduced |
| Reyes Financial Architecture, Inc. | 1,539 | $465.5K | 0.38% | −153−9.0% | Reduced |
| Delta Asset Management LLC | 1,538 | $465.2K | 0.04% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,536 | $464.6K | 0.37% | −634−29.2% | Reduced |
| Investors Research Corp | 1,534 | $464.0K | 0.09% | +10+0.7% | Added |
| Toth Financial Advisory Corp | 1,533 | $463.8K | 0.05% | −1−0.1% | Reduced |
| Acorns Advisers, LLC | 1,532 | $463.0K | 0.00% | +391+34.3% | Added |
| Boit C F David | 1,525 | $461.3K | 0.20% | 00.0% | Unchanged |
| Barton Investment Management | 1,525 | $461.3K | 0.06% | −19−1.2% | Reduced |
| Commerce Advisors, LLC | 1,525 | $461.3K | 0.39% | +1,525 | New |
| Lecap Asset Management Ltd | 1,523 | $460.7K | 0.17% | +1,523 | New |
| Burton Enright Welch | 1,521 | $460.1K | 0.06% | +183+13.7% | Added |