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 |
|---|---|---|---|---|---|
| Eubel Brady & Suttman Asset Management Inc | 1,011 | $306.0K | 0.04% | +88+9.5% | Added |
| Wealth Management Partners, LLC | 1,014 | $305.9K | 0.09% | +1+0.1% | Added |
| Aurdan Capital Management, LLC | 1,010 | $305.5K | 0.09% | +10+1.0% | Added |
| Partnership Wealth Management, LLC | 1,010 | $305.5K | 0.23% | −1,178−53.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,008 | $304.9K | 0.01% | +519+106.1% | Added |
| Orca Wealth Management, LLC | 1,006 | $304.4K | 0.22% | +1+0.1% | Added |
| Avantra Family Wealth, Inc. | 1,006 | $304.3K | 0.23% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1,005 | $304.1K | 0.18% | +1,005 | New |
| Archetype Wealth Partners | 1,006 | $304.0K | 0.04% | +30+3.1% | Added |
| Godsey & Gibb Associates | 1,005 | $304.0K | 0.03% | −42−4.0% | Reduced |
| IPG Investment Advisors LLC | 1,003 | $303.4K | 0.05% | −232−18.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $302.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,000 | $302.5K | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,000 | $302.5K | 0.14% | +1,000 | New |
| Birnam Oak Advisors, LP | 1,000 | $302.5K | 0.08% | +1,000 | New |
| Sovran Advisors, LLC | 935 | $302.1K | 0.02% | −1−0.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,000 | $302.0K | 0.21% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 996 | $301.3K | 0.09% | −113−10.2% | Reduced |
| Catalina Capital Group, LLC | 996 | $301.3K | 0.18% | +12+1.2% | Added |
| N.E.W. Advisory Services LLC | 995 | $301.0K | 0.02% | −283−22.1% | Reduced |
| XY Planning Network, Inc. | 998 | $300.9K | 0.05% | +129+14.8% | Added |
| Heartwood Wealth Advisors LLC | 992 | $300.1K | 0.03% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 989 | $299.2K | 0.04% | 00.0% | Unchanged |
| Range Advisory, LLC | 989 | $299.0K | 0.06% | +317+47.2% | Added |
| Capital Advisors Wealth Management, LLC | 987 | $298.5K | 0.04% | +1+0.1% | Added |
| Headlands Technologies LLC | 985 | $297.9K | 0.03% | −3,175−76.3% | Reduced |
| Barlow Wealth Partners, Inc. | 896 | $297.2K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 908 | $296.9K | 0.04% | +151+19.9% | Added |
| NavPoint Financial, Inc. | 981 | $296.7K | 0.12% | 00.0% | Unchanged |
| Act Two Investors LLC | 979 | $296.1K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 975 | $294.9K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 974 | $294.5K | 0.08% | +1+0.1% | Added |
| Royal Fund Management, LLC | 972 | $293.9K | 0.03% | −3−0.3% | Reduced |
| Garrison Point Advisors, LLC | 970 | $293.4K | 0.13% | 00.0% | Unchanged |
| Certified Advisory Corp | 968 | $292.7K | 0.03% | +21+2.2% | Added |
| New Covenant Trust Company, N.A. | 966 | $292.2K | 0.26% | +214+28.5% | Added |
| Good Steward Wealth Advisors,LLC | 961 | $290.7K | 0.19% | +45+4.9% | Added |
| WealthSpring Partners, LLC | 961 | $290.6K | 0.27% | +1+0.1% | Added |
| Greenwich Wealth Management LLC | 958 | $290.0K | 0.01% | −132−12.1% | Reduced |
| Peak Retirement Planning, Inc. | 958 | $289.9K | 0.06% | +74+8.4% | Added |
| CJM Wealth Advisers, Ltd. | 957 | $289.5K | 0.09% | −6−0.6% | Reduced |
| FLC Capital Advisors | 955 | $288.9K | 0.05% | −1−0.1% | Reduced |
| Bellwether Advisors, LLC | 954 | $288.6K | 0.05% | −55−5.5% | Reduced |
| FourThought Financial Partners, LLC | 950 | $287.4K | 0.02% | +4+0.4% | Added |
| Bouchey Financial Group Ltd | 902 | $287.4K | 0.02% | −195−17.8% | Reduced |
| Investment Advisory Group, LLC | 950 | $287.4K | 0.07% | +2+0.2% | Added |
| Smith Chas P & Associates Pa Cpas | 948 | $286.8K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 946 | $286.1K | 0.06% | −190−16.7% | Reduced |
| HC Advisors, LLC | 945 | $285.9K | 0.19% | −3−0.3% | Reduced |
| Harbor Group, Inc. | 942 | $285.1K | 0.04% | +1+0.1% | Added |
| Monument Capital Management | 939 | $284.1K | 0.07% | −29−3.0% | Reduced |
| South Street Advisors LLC | 938 | $283.7K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 939 | $283.5K | 0.04% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 935 | $282.8K | 0.03% | +17+1.9% | Added |
| Redwood Financial Network Corp | 935 | $282.7K | 0.19% | +214+29.7% | Added |
| Sterling Investment Counsel, LLC | 934 | $282.6K | 0.08% | −8−0.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $281.9K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 931 | $281.6K | 0.01% | −17−1.8% | Reduced |
| Perryman Financial Advisory Inc | 931 | $281.5K | 0.04% | +210+29.1% | Added |
| Hyperion Capital Advisors LP | 930 | $281.3K | 0.14% | 00.0% | Unchanged |
| Syverson Strege & Co | 929 | $281.0K | 0.07% | −39−4.0% | Reduced |
| Summit Wealth Group LLC | 924 | $279.5K | 0.03% | +237+34.5% | Added |
| Sheets Smith Wealth Management | 923 | $279.2K | 0.03% | +14+1.5% | Added |
| WT Wealth Management | 923 | $279.2K | 0.08% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 920 | $278.3K | 0.06% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 918 | $277.8K | 0.16% | +55+6.4% | Added |
| Retirement Planning Co of New England, Inc. | 918 | $277.7K | 0.11% | +104+12.8% | Added |
| Stephenson & Company, Inc. | 918 | $277.7K | 0.15% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 918 | $277.7K | 0.03% | +17+1.9% | Added |
| Up Strategic Wealth Investment Advisors LLC | 871 | $277.6K | 0.17% | +20+2.4% | Added |
| Park Edge Advisors, LLC | 917 | $277.3K | 0.06% | +235+34.5% | Added |
| Kessler Investment Group, LLC | 916 | $277.1K | 0.13% | −173−15.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 913 | $276.3K | 0.02% | +82+9.9% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 913 | $276.2K | 0.25% | 00.0% | Unchanged |
| Davis R M Inc | 911 | $275.5K | 0.00% | −482−34.6% | Reduced |
| Summa Corp. | 910 | $275.3K | 0.11% | +100+12.3% | Added |
| Omnitrust Wealth Management, Inc | 910 | $275.3K | 0.36% | −38−4.0% | Reduced |
| Vista Investment Partners LLC | 909 | $275.0K | 0.07% | −61−6.3% | Reduced |
| Xxi Wealth, LLC | 908 | $274.7K | 0.16% | +82+9.9% | Added |
| Edgemoor Investment Advisors, Inc. | 907 | $274.3K | 0.02% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 907 | $274.2K | 0.15% | −190−17.3% | Reduced |
| North Berkeley Wealth Management, LLC | 906 | $274.0K | 0.14% | −144−13.7% | Reduced |
| Plotkin Financial Advisors, LLC | 904 | $273.4K | 0.14% | +145+19.1% | Added |
| Peck Wealth Management, LLC | 900 | $272.2K | 0.27% | −122−11.9% | Reduced |
| Talbot Financial, LLC | 900 | $272.2K | 0.02% | 00.0% | Unchanged |
| Jacobsen Capital Management | 900 | $272.2K | 0.09% | +114+14.5% | Added |
| Per Stirling Capital Management, LLC. | 898 | $271.5K | 0.03% | +39+4.5% | Added |
| OakTrust Wealth Advisors, LLC | 893 | $270.1K | 0.25% | −6−0.7% | Reduced |
| Financial Consulate, Inc | 890 | $269.3K | 0.03% | −2−0.2% | Reduced |
| Fortress Wealth Group, LLC | 880 | $269.1K | 0.10% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 889 | $268.9K | 0.10% | +80+9.9% | Added |
| Wealth Management Associates, Inc. | 888 | $268.5K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 886 | $268.0K | 0.09% | −10−1.1% | Reduced |
| General Partner, Inc. | 886 | $268.0K | 0.16% | −50−5.3% | Reduced |
| Argos Wealth Advisors, LLC | 885 | $267.7K | 0.08% | 00.0% | Unchanged |
| Strid Group, LLC | 884 | $267.5K | 0.03% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 883 | $266.9K | 0.02% | +25+2.9% | Added |
| L & S Advisors Inc | 882 | $266.8K | 0.03% | −17,431−95.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 877 | $265.3K | 0.41% | −7−0.8% | Reduced |
| DeDora Capital, Inc. | 876 | $265.0K | 0.06% | +8+0.9% | Added |