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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 875 | $264.7K | 0.03% | +151+20.9% | Added |
| Tannin Capital LLC | 875 | $264.7K | 0.19% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 874 | $264.4K | 0.15% | +2+0.2% | Added |
| CNB Bank | 874 | $264.4K | 0.11% | −24−2.7% | Reduced |
| Falcon Wealth Planning | 872 | $263.7K | 0.02% | +872 | New |
| Compton Wealth Advisory Group, LLC | 873 | $263.2K | 0.06% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 870 | $263.2K | 0.09% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 870 | $263.0K | 0.08% | −2−0.2% | Reduced |
| Atlas Wealth LLC | 869 | $262.9K | 0.08% | −65−7.0% | Reduced |
| Ponta Wealth Partners, LLC | 869 | $262.9K | 0.21% | +177+25.6% | Added |
| Onyx Bridge Wealth Group LLC | 869 | $262.7K | 0.03% | +30+3.6% | Added |
| GSB Wealth Management, LLC | 868 | $262.5K | 0.06% | −8−0.9% | Reduced |
| Bollard Group LLC | 865 | $262.0K | 0.01% | +1+0.1% | Added |
| PVG Asset Management Corp | 781 | $261.9K | 0.16% | −5−0.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 865 | $261.6K | 0.01% | −18−2.0% | Reduced |
| Granite Harbor Advisors, Inc. | 865 | $261.6K | 0.11% | +21+2.5% | Added |
| Buffalo Business & Estate Services Ltd | 864 | $261.4K | 0.04% | −279−24.4% | Reduced |
| Scientech Research LLC | 862 | $260.7K | 0.22% | +862 | New |
| Boothbay Fund Management, LLC | 860 | $260.1K | 0.01% | +860 | New |
| Parkway Wealth Management Group, LLC | 818 | $259.9K | 0.03% | −1,567−65.7% | Reduced |
| Dearborn Partners LLC | 859 | $259.8K | 0.01% | −9−1.0% | Reduced |
| City Center Advisors, LLC | 857 | $259.2K | 0.24% | +32+3.9% | Added |
| Genesis Private Wealth, LLC | 853 | $258.0K | 0.08% | +39+4.8% | Added |
| Foster Victor Wealth Advisors, LLC | 789 | $257.9K | 0.01% | +56+7.6% | Added |
| Verition Fund Management LLC | 852 | $257.7K | 0.00% | −5,100−85.7% | Reduced |
| Hopwood Financial Services, Inc. | 852 | $257.7K | 0.17% | −62−6.8% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 852 | $257.7K | 0.17% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 850 | $257.1K | 0.03% | −59−6.5% | Reduced |
| Goepper Burkhardt LLC | 850 | $257.1K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 848 | $256.7K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 758 | $256.4K | 0.15% | −786−50.9% | Reduced |
| Simplify Asset Management Inc. | 846 | $255.9K | 0.00% | −219−20.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 845 | $255.6K | 0.13% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 843 | $255.1K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 844 | $255.1K | 0.25% | +844 | New |
| Prostatis Group LLC | 842 | $254.8K | 0.07% | −40−4.5% | Reduced |
| Coquina Private Wealth LLC | 840 | $254.1K | 0.20% | −128−13.2% | Reduced |
| Farmers & Merchants Investments Inc | 840 | $254.1K | 0.01% | −101−10.7% | Reduced |
| Orion Capital Management LLC | 840 | $254.1K | 0.09% | −100−10.6% | Reduced |
| Navigate Wealth Management, LLC | 770 | $253.9K | 0.18% | +770 | New |
| Financial Council Asset Management Inc | 838 | $253.5K | 0.10% | 00.0% | Unchanged |
| Iron Financial, LLC | 837 | $253.3K | 0.11% | +31+3.8% | Added |
| M. Kraus & Co | 836 | $252.9K | 0.07% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 834 | $252.4K | 0.03% | −47−5.3% | Reduced |
| Horst & Graben Wealth Management LLC | 791 | $252.2K | 0.03% | +5+0.6% | Added |
| Commonwealth Financial Services, LLC | 833 | $252.0K | 0.04% | +133+19.0% | Added |
| Renasant Bank | 833 | $252.0K | 0.18% | +102+14.0% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 833 | $252.0K | 0.04% | +833 | New |
| DecisionPoint Financial, LLC | 833 | $251.8K | 0.05% | +2+0.2% | Added |
| 1832 Asset Management L.P. | 832 | $251.7K | 0.00% | −464,007−99.8% | Reduced |
| First Heartland Consultants, Inc. | 832 | $251.7K | 0.02% | −40−4.6% | Reduced |
| Vance Wealth, Inc. | 832 | $251.7K | 0.07% | +35+4.4% | Added |
| Weatherly Asset Management L. P. | 830 | $251.1K | 0.02% | 00.0% | Unchanged |
| BXM Wealth LLC | 830 | $251.1K | 0.19% | −31,347−97.4% | Reduced |
| Independence Bank of Kentucky | 826 | $249.8K | 0.03% | −50−5.7% | Reduced |
| Old Second National Bank of Aurora | 823 | $248.9K | 0.05% | 00.0% | Unchanged |
| Warner Group LLC | 822 | $248.8K | 0.16% | +1+0.1% | Added |
| Sun Group Wealth Partners | 821 | $248.4K | 0.20% | +250+43.8% | Added |
| Tandem Investment Partners LLC | 820 | $248.0K | 0.21% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 818 | $247.4K | 0.07% | 00.0% | Unchanged |
| Farmers National Bank | 817 | $247.1K | 0.05% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 815 | $247.0K | 0.17% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 815 | $246.5K | 0.20% | +100+14.0% | Added |
| Shrier Wealth Management, LLC | 813 | $245.9K | 0.09% | −72−8.1% | Reduced |
| Deseret Mutual Benefit Administrators | 813 | $245.9K | 0.08% | +353+76.7% | Added |
| Vestor Capital, LLC | 809 | $245.0K | 0.02% | −298,014−99.7% | Reduced |
| Patton Fund Management, Inc. | 809 | $244.7K | 0.04% | −16,065−95.2% | Reduced |
| Blue Fin Capital, Inc. | 808 | $244.7K | 0.04% | −596−42.5% | Reduced |
| Becker Capital Management Inc | 808 | $244.4K | 0.01% | −11−1.3% | Reduced |
| BlueStem Wealth Partners, LLC | 808 | $244.3K | 0.03% | −18−2.2% | Reduced |
| Dutch Asset Corp | 805 | $243.6K | 0.16% | +209+35.1% | Added |
| German American Bancorp, Inc. | 805 | $243.5K | 0.02% | −76−8.6% | Reduced |
| Sivia Capital Partners, LLC | 804 | $243.2K | 0.05% | −980−54.9% | Reduced |
| Woodward Financial Advisors, Inc. | 817 | $243.0K | 0.09% | 00.0% | Unchanged |
| Chris Bulman Inc | 802 | $242.8K | 0.11% | −82−9.3% | Reduced |
| BCJ Capital Management, LLC | 801 | $242.3K | 0.01% | +191+31.3% | Added |
| Hoge Financial Services, LLC | 781 | $242.3K | 0.13% | −29−3.6% | Reduced |
| Quadcap Wealth Management, LLC | 801 | $242.2K | 0.03% | +37+4.8% | Added |
| Close Asset Management Ltd | 801 | $242.0K | 0.01% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 800 | $242.0K | 0.05% | −10−1.2% | Reduced |
| Wexford Capital LP | 800 | $242.0K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 800 | $242.0K | 0.06% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $242.0K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 800 | $242.0K | 0.22% | +800 | New |
| Center For Asset Management LLC | 799 | $241.6K | 0.12% | −6−0.7% | Reduced |
| Novare Capital Management LLC | 798 | $241.4K | 0.02% | −7−0.9% | Reduced |
| Summit Place Financial Advisors, LLC | 798 | $241.4K | 0.12% | +76+10.5% | Added |
| Northeast Investment Management | 798 | $241.4K | 0.01% | +798 | New |
| Gallagher Fiduciary Advisors, LLC | 798 | $241.4K | 0.01% | +8+1.0% | Added |
| Lantz Financial LLC | 797 | $241.1K | 0.05% | −11−1.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 797 | $241.0K | 0.06% | −77−8.8% | Reduced |
| Harvest Investment Services, LLC | 796 | $240.8K | 0.04% | +10+1.3% | Added |
| Dorato Capital Management | 760 | $240.4K | 0.18% | +25+3.4% | Added |
| DLK Investment Management, LLC | 794 | $240.2K | 0.09% | 00.0% | Unchanged |
| Tillman Hartley LLC | 793 | $239.9K | 0.06% | −192−19.5% | Reduced |
| Ariston Services Group | 0 | $239.6K | 0.14% | −849−100.0% | Reduced |
| Silver Grove Financial Group, Inc. | 789 | $238.6K | 0.19% | +789 | New |
| Clarity Wealth Advisors, LLC | 787 | $238.2K | 0.05% | −18−2.2% | Reduced |
| apricus wealth, LLC | 787 | $238.1K | 0.12% | −60−7.1% | Reduced |
| Unique Wealth Strategies, LLC | 786 | $237.8K | 0.10% | −28−3.4% | Reduced |