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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 1,518 | $459.2K | 0.23% | −111−6.8% | Reduced |
| Osterweis Capital Management Inc | 1,515 | $458.3K | 0.02% | −10−0.7% | Reduced |
| Optima Capital LLC | 1,512 | $457.4K | 0.21% | −5−0.3% | Reduced |
| MV Capital Management, Inc. | 1,510 | $456.7K | 0.04% | −5−0.3% | Reduced |
| Enclave Advisors LLC | 1,508 | $456.2K | 0.07% | −2,077−57.9% | Reduced |
| Waldron Private Wealth LLC | 1,507 | $455.8K | 0.02% | +114+8.2% | Added |
| Gradient Investments LLC | 1,506 | $455.5K | 0.01% | −52−3.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,504 | $454.9K | 0.03% | −1,176−43.9% | Reduced |
| MJP Associates Inc | 1,501 | $454.2K | 0.06% | −1,384−48.0% | Reduced |
| HBK Investments L P | 1,501 | $454.0K | 0.01% | +1,501 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $454.0K | 0.23% | −2,500−62.5% | Reduced |
| CSM Advisors, LLC | 1,500 | $454.0K | 0.01% | −130−8.0% | Reduced |
| Professional Advisory Services Inc | 1,500 | $454.0K | 0.06% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $453.7K | 0.22% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $453.7K | 0.04% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,495 | $452.3K | 0.05% | −203−12.0% | Reduced |
| Howard Financial Services, Ltd. | 1,495 | $452.3K | 0.05% | +39+2.7% | Added |
| Aire Advisors, LLC | 1,492 | $451.4K | 0.08% | +12+0.8% | Added |
| Compass Ion Advisors, LLC | 1,492 | $451.3K | 0.04% | −2−0.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,492 | $451.2K | 0.14% | +6+0.4% | Added |
| Spahn Wealth & Retirement LLC | 1,488 | $450.1K | 0.57% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,478 | $447.1K | 0.06% | −76−4.9% | Reduced |
| Petros Family Wealth, LLC | 1,478 | $447.1K | 0.32% | −494−25.1% | Reduced |
| Capital Performance Advisors LLP | 1,476 | $446.6K | 0.03% | +65+4.6% | Added |
| Amplius Wealth Advisors, LLC | 1,476 | $446.5K | 0.04% | −15−1.0% | Reduced |
| Drive Wealth Management, LLC | 1,474 | $446.0K | 0.09% | −6−0.4% | Reduced |
| Y.D. More Investments Ltd | 1,486 | $445.6K | 0.02% | +340+29.7% | Added |
| LCNB Corp | 1,473 | $445.6K | 0.15% | +81+5.8% | Added |
| First Business Financial Services, Inc. | 1,472 | $445.3K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 1,476 | $445.0K | 0.29% | −141−8.7% | Reduced |
| West Family Investments, Inc. | 1,469 | $444.3K | 0.16% | −635−30.2% | Reduced |
| Optas, LLC | 1,469 | $444.3K | 0.07% | −531−26.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,465 | $443.2K | 0.03% | −43−2.9% | Reduced |
| Invested Advisors | 1,464 | $442.8K | 0.45% | +10+0.7% | Added |
| Richard W. Paul & Associates, LLC | 1,464 | $442.8K | 0.15% | −26−1.7% | Reduced |
| Crew Capital Management, Ltd. | 1,460 | $441.6K | 0.29% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 1,192 | $441.0K | 0.25% | 00.0% | Unchanged |
| First National Bank | 1,452 | $439.2K | 0.22% | +170+13.3% | Added |
| Prosperity Bancshares Inc | 1,450 | $438.6K | 0.35% | +20+1.4% | Added |
| 55 North Private Wealth, LLC | 1,449 | $438.3K | 0.11% | +95+7.0% | Added |
| Kaizen Financial Strategies | 1,344 | $437.8K | 0.19% | −317−19.1% | Reduced |
| Activest Wealth Management | 1,445 | $437.0K | 0.08% | −4−0.3% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $436.2K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,440 | $435.6K | 0.02% | +14+1.0% | Added |
| Northwest Bancshares, Inc. | 1,439 | $435.3K | 0.09% | +30+2.1% | Added |
| Everpar Advisors LLC | 1,432 | $433.3K | 0.15% | +186+14.9% | Added |
| CVA Family Office, LLC | 1,432 | $433.2K | 0.05% | +103+7.8% | Added |
| Wealthstar Advisors, LLC | 1,431 | $432.9K | 0.26% | −92−6.0% | Reduced |
| 626 Financial, LLC | 1,431 | $432.9K | 0.19% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 1,288 | $432.5K | 0.04% | +20+1.6% | Added |
| Mendel Capital Management LLC | 1,425 | $431.1K | 0.22% | +1,425 | New |
| Redwood Investment Management, LLC | 1,418 | $429.0K | 0.05% | −3,041−68.2% | Reduced |
| Graham Capital Management, L.P. | 1,418 | $428.9K | 0.01% | +1,418 | New |
| Forza Wealth Management, LLC | 1,416 | $428.3K | 0.15% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,416 | $428.3K | 0.23% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,409 | $426.2K | 0.15% | +168+13.5% | Added |
| Walleye Capital LLC | 1,408 | $425.9K | 0.00% | −35,157−96.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,406 | $425.3K | 0.07% | −129−8.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,403 | $424.5K | 0.09% | −8−0.6% | Reduced |
| Terra Nova Asset Management LLC | 1,402 | $424.0K | 0.31% | +3+0.2% | Added |
| Capital Asset Advisory Services LLC | 1,285 | $423.8K | 0.02% | +71+5.8% | Added |
| Patrick M Sweeney & Associates, Inc | 1,400 | $423.6K | 0.27% | +15+1.1% | Added |
| ELCO Management Co., LLC | 1,400 | $423.5K | 0.20% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,399 | $423.2K | 0.04% | +1,399 | New |
| Bluedoor Private Wealth, LLC | 1,397 | $422.6K | 0.20% | +6+0.4% | Added |
| Wrapmanager Inc | 1,392 | $421.3K | 0.15% | +37+2.7% | Added |
| Washington Trust Bank | 1,390 | $420.4K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 1,332 | $418.4K | 0.19% | +150+12.7% | Added |
| BBR Partners, LLC | 1,383 | $418.3K | 0.02% | +125+9.9% | Added |
| Oasis Advisors, LLC | 1,386 | $418.0K | 0.08% | +1,386 | New |
| Summitry LLC | 1,382 | $418.0K | 0.01% | +786+131.9% | Added |
| Westover Capital Advisors, LLC | 1,380 | $417.4K | 0.08% | −20−1.4% | Reduced |
| Proficio Capital Partners LLC | 1,376 | $416.3K | 0.02% | −1−0.1% | Reduced |
| Fidelity D & D Bancorp Inc | 1,376 | $416.2K | 0.17% | −72−5.0% | Reduced |
| Woodward Diversified Capital, LLC | 1,254 | $416.0K | 0.19% | −45−3.5% | Reduced |
| Prospect Hill Management, LLC | 1,375 | $415.9K | 0.19% | −625−31.3% | Reduced |
| Formidable Asset Management, LLC | 1,123 | $415.5K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,372 | $415.0K | 0.15% | −13−0.9% | Reduced |
| Carter Financial Group, INC. | 1,372 | $415.0K | 0.26% | −31−2.2% | Reduced |
| Burns J W & Co Inc | 1,371 | $414.7K | 0.05% | −29−2.1% | Reduced |
| Greenspring Advisors, LLC | 1,368 | $413.8K | 0.03% | −33−2.4% | Reduced |
| SLT Holdings LLC | 1,367 | $413.5K | 0.29% | −877−39.1% | Reduced |
| Koss-Olinger Consulting, LLC | 1,365 | $412.8K | 0.03% | −123−8.3% | Reduced |
| Centerpoint Advisory Group | 1,364 | $412.6K | 0.31% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,363 | $412.4K | 0.14% | −767−36.0% | Reduced |
| Rebalance, LLC | 1,356 | $410.2K | 0.02% | −169−11.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,356 | $410.2K | 0.03% | −1−0.1% | Reduced |
| Coston, McIsaac & Partners | 1,357 | $410.0K | 0.09% | −56−4.0% | Reduced |
| Legacy Private Trust Co. | 1,355 | $409.9K | 0.03% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,339 | $409.4K | 0.09% | −149−10.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,353 | $409.3K | 0.05% | +152+12.7% | Added |
| Advisortrust Partners, LLC | 1,353 | $409.3K | 0.17% | +571+73.0% | Added |
| Key Financial Inc | 1,352 | $409.0K | 0.07% | +105+8.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,350 | $408.4K | 0.19% | +1,350 | New |
| Northstar Asset Management LLC | 1,350 | $408.3K | 0.09% | 00.0% | Unchanged |
| Old Port Advisors | 1,347 | $407.4K | 0.09% | +62+4.8% | Added |
| Shum Financial Group, Inc. | 1,346 | $407.1K | 0.29% | −2−0.1% | Reduced |
| Groupama Asset Managment | 1,346 | $407.1K | 0.01% | +242+21.9% | Added |
| DRW Securities, LLC | 1,383 | $406.9K | 0.02% | −4,559−76.7% | Reduced |
| 17 Capital Partners, LLC | 1,343 | $406.2K | 0.21% | 00.0% | Unchanged |