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 |
|---|---|---|---|---|---|
| Sharp Financial Services, LLC | 1,168 | $353.3K | 0.17% | +1,168 | New |
| Nautilus Advisors LLC | 1,168 | $353.2K | 0.24% | −291−19.9% | Reduced |
| Samalin Investment Counsel, LLC | 1,166 | $352.8K | 0.13% | +2+0.2% | Added |
| Clifford Group, LLC | 1,166 | $352.7K | 0.27% | +30+2.6% | Added |
| Intesa Sanpaolo S.p.A. | 1,165 | $352.4K | 0.02% | +1,165 | New |
| Berbice Capital Management LLC | 1,164 | $352.1K | 0.23% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,164 | $352.1K | 0.12% | +2+0.2% | Added |
| Peachtree Investment Partners, LLC | 1,162 | $351.6K | 0.13% | −335−22.4% | Reduced |
| TruWealth Advisors, LLC | 1,162 | $351.5K | 0.02% | +59+5.3% | Added |
| Alta Wealth Advisors LLC | 1,161 | $351.1K | 0.11% | +7+0.6% | Added |
| Kennedy Investment Group | 1,153 | $348.7K | 0.14% | +499+76.3% | Added |
| James J. Burns & Company, LLC | 1,153 | $348.7K | 0.05% | −200−14.8% | Reduced |
| Northwest Wealth Management, LLC | 1,152 | $348.5K | 0.05% | +4+0.3% | Added |
| Means Investment Co., Inc. | 1,151 | $348.2K | 0.03% | −29−2.5% | Reduced |
| Liberty Square Wealth Partners LLC | 1,149 | $347.6K | 0.10% | +5+0.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,147 | $346.9K | 0.06% | +18+1.6% | Added |
| Winthrop Advisory Group LLC | 1,140 | $344.9K | 0.03% | −186−14.0% | Reduced |
| Vista Capital Partners, Inc. | 1,140 | $344.8K | 0.03% | −12−1.0% | Reduced |
| D'Orazio & Associates, Inc. | 1,138 | $344.3K | 0.04% | −60−5.0% | Reduced |
| Strait & Sound Wealth Management LLC | 1,137 | $343.9K | 0.13% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,136 | $343.6K | 0.03% | +13+1.2% | Added |
| Owl Creek Wealth Partners LLC | 1,135 | $343.4K | 0.12% | +1,135 | New |
| Uniting Wealth Partners, LLC | 1,135 | $343.4K | 0.07% | +27+2.4% | Added |
| Schnieders Capital Management, LLC. | 1,131 | $342.1K | 0.05% | −212−15.8% | Reduced |
| Hudock, Inc. | 1,131 | $342.1K | 0.05% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,128 | $341.2K | 0.07% | +100+9.7% | Added |
| GWN Securities Inc. | 1,127 | $341.1K | 0.07% | +365+47.9% | Added |
| Uptown Financial Advisors LLC | 1,127 | $340.9K | 0.28% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,126 | $340.6K | 0.03% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,125 | $340.3K | 0.20% | −14−1.2% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,122 | $339.4K | 0.17% | +50+4.7% | Added |
| Willow Financial LLC | 1,117 | $337.9K | 0.34% | −34−3.0% | Reduced |
| Canvas Wealth Advisors, LLC | 1,116 | $337.6K | 0.06% | +291+35.3% | Added |
| Manchester Financial Inc | 1,116 | $337.4K | 0.06% | −79−6.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,114 | $337.2K | 0.03% | +600+116.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,108 | $335.1K | 0.05% | −337−23.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,106 | $334.5K | 0.10% | +115+11.6% | Added |
| Acima Private Wealth, LLC | 1,100 | $332.7K | 0.10% | 00.0% | Unchanged |
| EJMK Ventures LLC | 1,098 | $332.1K | 0.19% | −22−2.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,096 | $331.5K | 0.11% | +103+10.4% | Added |
| NorthStar Asset Management LLC | 1,096 | $331.4K | 0.16% | +2+0.2% | Added |
| Sand Hill Global Advisors, LLC | 1,094 | $330.9K | 0.01% | +118+12.1% | Added |
| Guyasuta Investment Advisors Inc | 1,089 | $329.4K | 0.02% | +12+1.1% | Added |
| Redmond Asset Management, LLC | 1,088 | $329.1K | 0.09% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 1,088 | $329.1K | 0.07% | +501+85.3% | Added |
| Hamilton Capital, LLC | 1,088 | $329.1K | 0.02% | −288−20.9% | Reduced |
| CFS Investment Advisory Services, LLC | 991 | $328.7K | 0.02% | +8+0.8% | Added |
| Cowa, LLC | 1,085 | $328.2K | 0.09% | −20−1.8% | Reduced |
| Shepherd Financial Partners LLC | 1,078 | $326.1K | 0.03% | +10+0.9% | Added |
| Eurizon SLJ Capital Ltd | 1,078 | $326.1K | 0.16% | −520−32.5% | Reduced |
| Narus Financial Partners, LLC | 1,078 | $326.1K | 0.09% | +102+10.5% | Added |
| Perfromance Wealth Partners, LLC | 1,075 | $325.2K | 0.01% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,075 | $325.2K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 1,073 | $325.0K | 0.08% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,074 | $324.9K | 0.07% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,073 | $324.6K | 0.04% | −134−11.1% | Reduced |
| Caerus Investment Advisors, LLC | 1,072 | $324.3K | 0.14% | +72+7.2% | Added |
| Johnson Financial Group, Inc. | 1,072 | $324.3K | 0.01% | +226+26.7% | Added |
| Providence Capital Advisors, LLC | 1,070 | $323.7K | 0.05% | −33−3.0% | Reduced |
| Middleton & Co Inc | 1,070 | $323.7K | 0.04% | −15−1.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,070 | $323.7K | 0.01% | +125+13.2% | Added |
| One Day In July LLC | 1,069 | $323.4K | 0.03% | −31−2.8% | Reduced |
| CRA Financial Services, LLC | 1,064 | $321.8K | 0.04% | −20−1.8% | Reduced |
| Reflection Asset Management | 1,056 | $320.3K | 0.20% | +52+5.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,058 | $320.0K | 0.05% | +44+4.3% | Added |
| Vista Investment Management | 1,057 | $319.7K | 0.11% | +54+5.4% | Added |
| Ethos Financial Group, LLC | 1,057 | $319.7K | 0.02% | +65+6.6% | Added |
| Voya Financial Advisors, Inc. | 1,093 | $319.5K | 0.03% | −64−5.5% | Reduced |
| Congress Park Capital LLC | 1,053 | $318.5K | 0.10% | +405+62.5% | Added |
| Burling Wealth Partners, LLC | 1,051 | $317.9K | 0.05% | −4−0.4% | Reduced |
| Nikulski Financial, Inc. | 1,051 | $317.9K | 0.08% | +1,051 | New |
| Northwest Quadrant Wealth Management, LLC | 1,049 | $317.4K | 0.07% | +2+0.2% | Added |
| SMART Wealth LLC | 1,048 | $316.9K | 0.09% | +188+21.9% | Added |
| Sharkey, Howes & Javer | 1,047 | $316.8K | 0.04% | −273−20.7% | Reduced |
| Kiley Juergens Wealth Management, LLC | 1,047 | $316.7K | 0.06% | +1,047 | New |
| Advisors Management Group Inc | 1,048 | $316.0K | 0.06% | −167−13.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 957 | $315.6K | 0.08% | +101+11.8% | Added |
| Park Capital Management, LLC | 1,042 | $315.3K | 0.31% | −5−0.5% | Reduced |
| Clark Asset Management, LLC | 1,042 | $315.0K | 0.03% | +60+6.1% | Added |
| Roble, Belko & Company, Inc | 1,042 | $315.0K | 0.04% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,040 | $314.6K | 0.05% | −47−4.3% | Reduced |
| Vivaldi Capital Management, LLC | 1,039 | $314.3K | 0.04% | −37−3.4% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,036 | $313.4K | 0.57% | −48−4.4% | Reduced |
| Wedge Capital Management L L P | 1,035 | $313.1K | 0.01% | +144+16.2% | Added |
| Mayport, LLC | 1,035 | $313.0K | 0.06% | −79−7.1% | Reduced |
| Alesco Advisors LLC | 1,033 | $312.5K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,033 | $312.4K | 0.08% | −37−3.5% | Reduced |
| Cornerstone Advisory, LLC | 1,031 | $311.9K | 0.03% | +14+1.4% | Added |
| Jackson Thornton Asset Management, LLC | 994 | $311.6K | 0.03% | +382+62.4% | Added |
| Aspetuck Financial Management LLC | 1,030 | $311.6K | 0.21% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 1,028 | $310.9K | 0.30% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,026 | $310.4K | 0.08% | +166+19.3% | Added |
| WealthPLAN Partners, LLC | 1,025 | $310.1K | 0.06% | +128+14.3% | Added |
| New Age Alpha Advisors, LLC | 1,024 | $309.7K | 0.01% | −20,145−95.2% | Reduced |
| Centiva Capital, LP | 1,022 | $309.1K | 0.01% | +1,022 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,015 | $307.1K | 0.13% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,014 | $306.7K | 0.09% | −5−0.5% | Reduced |
| Buckley Wealth Management, LLC | 1,013 | $306.4K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,012 | $306.2K | 0.03% | +426+72.7% | Added |
| AMG Asset Management Group, Inc. | 1,012 | $306.1K | 0.24% | +1,012 | New |