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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 1,343 | $406.2K | 0.15% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,342 | $405.9K | 0.35% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 1,339 | $405.0K | 0.07% | +65+5.1% | Added |
| Wealth Group, Ltd. | 1,337 | $404.0K | 0.38% | +50+3.9% | Added |
| WealthShield Partners, LLC | 1,335 | $403.9K | 0.05% | +5+0.4% | Added |
| Michael Brady & Co., LLC | 1,335 | $403.8K | 0.41% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,335 | $403.8K | 0.16% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,335 | $403.8K | 0.10% | −61−4.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,334 | $403.5K | 0.05% | −173−11.5% | Reduced |
| Planning Alternatives Ltd | 1,329 | $402.1K | 0.05% | +239+21.9% | Added |
| OneAscent Investment Solutions LLC | 1,324 | $400.5K | 0.40% | +1+0.1% | Added |
| TrustBank | 1,320 | $399.3K | 0.15% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,318 | $399.0K | 0.05% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,319 | $399.0K | 0.06% | −2,371−64.3% | Reduced |
| Princeton Global Asset Management LLC | 1,317 | $398.5K | 0.07% | +109+9.0% | Added |
| Tortoise Investment Management, LLC | 1,313 | $397.2K | 0.03% | +39+3.1% | Added |
| Kitching Partners, LLC | 1,311 | $396.5K | 0.36% | +120+10.1% | Added |
| Midwest Financial Partners Investments, Inc. | 1,307 | $395.3K | 0.21% | +185+16.5% | Added |
| Horizon Kinetics Asset Management LLC | 1,306 | $395.0K | 0.00% | +631+93.5% | Added |
| Mountain Pacific Investment Advisers Inc | 1,305 | $394.9K | 0.07% | −200−13.3% | Reduced |
| Alpha Family Trust | 1,305 | $394.7K | 0.19% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,301 | $393.5K | 0.04% | −78−5.7% | Reduced |
| Regal Investment Advisors LLC | 1,300 | $393.2K | 0.02% | −167−11.4% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 1,300 | $393.2K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,303 | $393.0K | 0.00% | +289+28.5% | Added |
| Acadian Asset Management LLC | 1,297 | $392.0K | 0.00% | −163−11.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,295 | $391.7K | 0.08% | +16+1.3% | Added |
| Vigilare Wealth Management | 1,291 | $390.5K | 0.13% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,289 | $389.9K | 0.03% | +29+2.3% | Added |
| Southeast Asset Advisors Inc. | 1,286 | $389.1K | 0.04% | +2+0.2% | Added |
| BTC Capital Management, Inc. | 1,284 | $388.4K | 0.03% | −28−2.1% | Reduced |
| Aurora Private Wealth, Inc. | 1,045 | $387.0K | 0.28% | −103−9.0% | Reduced |
| 4J Wealth Management LLC | 1,278 | $386.6K | 0.22% | 00.0% | Unchanged |
| Prudent Investors Network | 1,277 | $386.3K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,275 | $385.7K | 0.03% | −432−25.3% | Reduced |
| Fagan Associates, Inc. | 1,275 | $385.7K | 0.05% | +10+0.8% | Added |
| First Financial Bank - Trust Division | 1,274 | $385.4K | 0.03% | −87−6.4% | Reduced |
| Global Financial Private Client, LLC | 1,274 | $385.4K | 0.13% | +17+1.4% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $383.8K | 0.10% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,265 | $382.6K | 0.05% | 00.0% | Unchanged |
| J. Goldman & Co LP | 1,265 | $382.6K | 0.02% | +1,265 | New |
| Maia Wealth LLC | 1,263 | $382.2K | 0.06% | −10−0.8% | Reduced |
| Trust Co of the South | 1,259 | $380.8K | 0.06% | −77−5.8% | Reduced |
| Mainstream Capital Management LLC | 1,259 | $380.8K | 0.26% | −7−0.6% | Reduced |
| Gibbs Wealth Management | 1,257 | $380.2K | 0.05% | +467+59.1% | Added |
| Sterneck Capital Management, LLC | 1,257 | $380.2K | 0.17% | 00.0% | Unchanged |
| State of Wyoming | 1,255 | $379.6K | 0.04% | −215−14.6% | Reduced |
| Libra Wealth LLC | 1,255 | $379.6K | 0.11% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 1,254 | $379.3K | 0.58% | +4+0.3% | Added |
| Inscription Capital, LLC | 1,252 | $378.7K | 0.04% | +54+4.5% | Added |
| Ruggaard & Associates LLC | 1,248 | $377.5K | 0.15% | +15+1.2% | Added |
| Index Technologies Group LLC | 1,247 | $377.2K | 0.41% | +3+0.2% | Added |
| Tanglewood Legacy Advisors, LLC | 1,247 | $377.2K | 0.14% | 00.0% | Unchanged |
| TritonPoint Partners, LLC | 1,247 | $377.0K | 0.14% | +1,247 | New |
| Claret Asset Management Corp | 1,247 | $377.0K | 0.05% | +15+1.2% | Added |
| Birchcreek Wealth Management, LLC | 1,245 | $376.6K | 0.18% | +49+4.1% | Added |
| SFMG, LLC | 1,243 | $376.1K | 0.03% | −73−5.5% | Reduced |
| Cornerstone Capital, Inc. | 1,242 | $375.7K | 0.04% | +1,242 | New |
| Blue Square Asset Management, LLC | 1,240 | $375.1K | 0.18% | 00.0% | Unchanged |
| GAM Holding AG | 1,238 | $374.5K | 0.03% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,237 | $374.2K | 0.03% | −7−0.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,236 | $374.0K | 0.08% | −97−7.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,235 | $373.6K | 0.09% | −1−0.1% | Reduced |
| Green Ridge Wealth Planning LLC | 1,228 | $371.4K | 0.20% | −5−0.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,226 | $370.9K | 0.03% | +217+21.5% | Added |
| Ascension Capital Advisors, Inc. | 1,224 | $370.2K | 0.12% | +1,224 | New |
| Astoria Portfolio Advisors LLC. | 1,157 | $369.0K | 0.08% | −94−7.5% | Reduced |
| Garner Asset Management Corp | 1,219 | $368.9K | 0.14% | −52−4.1% | Reduced |
| Essex Investment Management Co LLC | 1,219 | $368.7K | 0.06% | −2,746−69.3% | Reduced |
| Clear Street Markets LLC | 1,218 | $368.4K | 0.18% | −482−28.4% | Reduced |
| Hoxton Planning & Management, LLC | 1,218 | $368.4K | 0.11% | −27−2.2% | Reduced |
| Wealth Quarterback LLC | 1,218 | $368.4K | 0.15% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,217 | $368.1K | 0.10% | −28−2.2% | Reduced |
| Firestone Capital Management | 1,215 | $367.5K | 0.08% | −10−0.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,068 | $365.6K | 0.05% | −4,258−79.9% | Reduced |
| Elevated Capital Advisors, LLC | 1,208 | $365.4K | 0.09% | −20−1.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $365.1K | 0.24% | 00.0% | Unchanged |
| Vicus Capital | 1,206 | $364.7K | 0.03% | −304−20.1% | Reduced |
| Joule Financial, LLC | 1,204 | $364.2K | 0.11% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,202 | $363.6K | 0.07% | +228+23.4% | Added |
| Founders Grove Wealth Partners, LLC | 1,201 | $363.3K | 0.08% | −138−10.3% | Reduced |
| Anchyra Partners LLC | 1,201 | $363.3K | 0.11% | +15+1.3% | Added |
| Navellier & Associates Inc | 1,200 | $363.0K | 0.04% | −61−4.8% | Reduced |
| Mechanics Bank Trust Department | 1,200 | $363.0K | 0.05% | −60−4.8% | Reduced |
| City State Bank | 1,200 | $363.0K | 0.09% | −23−1.9% | Reduced |
| Omega Financial Group, LLC | 1,200 | $363.0K | 0.12% | −18−1.5% | Reduced |
| Shepherd Street Advisors LLC | 1,200 | $363.0K | 0.36% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 1,190 | $360.0K | 0.38% | +1,190 | New |
| Black Diamond Financial, LLC | 1,190 | $359.9K | 0.04% | +106+9.8% | Added |
| Opinicus Capital, Inc. | 1,188 | $359.2K | 0.25% | +115+10.7% | Added |
| AGH Wealth Advisors, LLC | 1,185 | $358.4K | 0.26% | −4−0.3% | Reduced |
| Nadler Financial Group, Inc. | 1,177 | $356.0K | 0.03% | −156−11.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,176 | $355.7K | 0.20% | +1,176 | New |
| Montgomery Investment Management Inc | 1,175 | $355.4K | 0.12% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,173 | $354.8K | 0.07% | −69−5.6% | Reduced |
| E&G Advisors, LP | 1,173 | $354.8K | 0.08% | +21+1.8% | Added |
| PFG Private Wealth Management, LLC | 1,173 | $354.8K | 0.15% | +57+5.1% | Added |
| Claris Financial LLC | 1,173 | $354.7K | 0.19% | +2+0.2% | Added |
| Intrust Bank NA | 1,170 | $353.9K | 0.03% | +227+24.1% | Added |
| North Dallas Bank & Trust Co | 1,168 | $353.3K | 0.24% | −150−11.4% | Reduced |