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 |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 785 | $237.5K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 785 | $237.4K | 0.06% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 785 | $237.3K | 0.01% | +120+18.0% | Added |
| Bellecapital International Ltd. | 783 | $236.8K | 0.04% | 00.0% | Unchanged |
| Brio Consultants, LLC | 749 | $236.6K | 0.03% | −110−12.8% | Reduced |
| Ascent Wealth Partners, LLC | 782 | $236.5K | 0.03% | +56+7.7% | Added |
| Willner & Heller, LLC | 778 | $235.5K | 0.18% | +11+1.4% | Added |
| Ellenbecker Investment Group | 777 | $235.3K | 0.03% | +17+2.2% | Added |
| Verum Partners LLC | 776 | $234.9K | 0.04% | +136+21.3% | Added |
| Axiom Investment Management LLC | 775 | $234.4K | 0.18% | +775 | New |
| New England Capital Financial Advisors LLC | 774 | $234.0K | 0.06% | +2+0.3% | Added |
| Main Street Research LLC | 773 | $233.8K | 0.01% | −44−5.4% | Reduced |
| TSG Advice Partners, LLC | 772 | $233.4K | 0.03% | −48−5.9% | Reduced |
| Goldstone Financial Group, LLC | 771 | $233.3K | 0.03% | −42−5.2% | Reduced |
| Sandbox Financial Partners, LLC | 770 | $233.0K | 0.07% | 00.0% | Unchanged |
| Ewa, LLC | 769 | $232.7K | 0.05% | +86+12.6% | Added |
| Live Oak Private Wealth LLC | 769 | $232.6K | 0.03% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 768 | $232.4K | 0.13% | 00.0% | Unchanged |
| Wealth Management Nebraska | 768 | $232.3K | 0.02% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 768 | $232.3K | 0.07% | +768 | New |
| Financial Concepts Unlimited, Inc. | 762 | $230.5K | 0.21% | +762 | New |
| IMA Wealth, Inc. | 759 | $229.6K | 0.02% | +1+0.1% | Added |
| Garrett Wealth Advisory Group, LLC | 759 | $229.6K | 0.04% | +759 | New |
| Consilium Wealth Advisory, LLC | 758 | $229.3K | 0.08% | −20−2.6% | Reduced |
| Motive Wealth Advisors | 757 | $229.0K | 0.11% | +12+1.6% | Added |
| SkyOak Wealth, LLC | 755 | $228.4K | 0.04% | 00.0% | Unchanged |
| Manske Wealth Management | 754 | $228.1K | 0.06% | −14−1.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 751 | $227.2K | 0.03% | −138−15.5% | Reduced |
| LBMC Investment Advisors, LLC | 750 | $226.9K | 0.01% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 750 | $226.9K | 0.23% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 747 | $225.6K | 0.04% | +747 | New |
| Correct Capital Wealth Management | 745 | $225.3K | 0.04% | +45+6.4% | Added |
| Hexagon Capital Partners LLC | 744 | $225.1K | 0.03% | +744 | New |
| BigSur Wealth Management LLC | 744 | $225.0K | 0.06% | −1,409−65.4% | Reduced |
| Fairvoy Private Wealth, LLC | 744 | $225.0K | 0.05% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 741 | $224.1K | 0.07% | −18−2.4% | Reduced |
| Cypress Point Wealth Management, LLC | 741 | $224.1K | 0.05% | +741 | New |
| Nvest Financial, LLC | 739 | $223.5K | 0.08% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 738 | $223.1K | 0.20% | −105−12.5% | Reduced |
| Pictet & Cie (Europe) SA | 736 | $222.6K | 0.00% | −347−32.0% | Reduced |
| Aviso Wealth Management | 732 | $221.4K | 0.10% | −1,727−70.2% | Reduced |
| Arch Global Advisors, LLC | 732 | $221.4K | 0.12% | +732 | New |
| Wedgewood Investors Inc | 731 | $221.1K | 0.25% | −19−2.5% | Reduced |
| Clear Wave Wealth Management LLC | 730 | $220.8K | 0.06% | +730 | New |
| LeConte Wealth Management, LLC | 728 | $220.2K | 0.14% | −5−0.7% | Reduced |
| DecisionMap Wealth Management, LLC | 728 | $220.2K | 0.14% | −49−6.3% | Reduced |
| JB Capital LLC | 725 | $219.4K | 0.01% | −170−19.0% | Reduced |
| Collaborative Fund Advisors, LLC | 724 | $219.0K | 0.14% | +724 | New |
| Atwater Malick LLC | 723 | $218.7K | 0.06% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 723 | $218.7K | 0.19% | −59−7.5% | Reduced |
| Fogel Capital Management, Inc. | 722 | $218.4K | 0.10% | +49+7.3% | Added |
| Readystate Asset Management LP | 721 | $218.1K | 0.01% | +721 | New |
| Pine Harbor Wealth Management, LLC | 720 | $217.8K | 0.07% | 00.0% | Unchanged |
| King Wealth | 719 | $217.0K | 0.03% | −89−11.0% | Reduced |
| Well Done, LLC | 717 | $216.9K | 0.03% | −65−8.3% | Reduced |
| Sage Mountain Advisors LLC | 717 | $216.9K | 0.02% | −5,211−87.9% | Reduced |
| SHP Wealth Management | 716 | $216.7K | 0.02% | +41+6.1% | Added |
| Purewater Capital LLC | 716 | $216.7K | 0.21% | +716 | New |
| MSH Capital Advisors LLC | 716 | $216.6K | 0.05% | +152+27.0% | Added |
| Strategies Wealth Advisors, LLC | 716 | $216.6K | 0.02% | −103−12.6% | Reduced |
| First City Capital Management, Inc. | 715 | $216.3K | 0.11% | −25−3.4% | Reduced |
| Mendel Money Management | 715 | $216.3K | 0.09% | −16−2.2% | Reduced |
| RAM Investment Partners, LLC | 714 | $216.1K | 0.04% | +345+93.5% | Added |
| AdvisorNet Financial, Inc | 714 | $216.0K | 0.01% | −14−1.9% | Reduced |
| Am Investment Strategies LLC | 715 | $216.0K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 714 | $215.8K | 0.05% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 713 | $215.7K | 0.04% | −1,002−58.4% | Reduced |
| Coppell Advisory Solutions LLC | 724 | $215.4K | 0.13% | +154+27.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 711 | $215.2K | 0.05% | +25+3.6% | Added |
| One River Asset Management, LLC | 710 | $214.8K | 0.73% | +676+1,988.2% | Added |
| Capula Management Ltd | 710 | $214.8K | 0.00% | +710 | New |
| Clear Creek Financial Management, LLC | 709 | $214.3K | 0.02% | +5+0.7% | Added |
| South Plains Financial, Inc. | 708 | $214.1K | 0.12% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 707 | $213.9K | 0.02% | +64+10.0% | Added |
| Hofer & Associates. Inc | 707 | $213.8K | 0.11% | +13+1.9% | Added |
| American Financial Advisors, LLC | 706 | $213.5K | 0.03% | +1+0.1% | Added |
| Chickasaw Capital Management LLC | 705 | $213.0K | 0.01% | +11+1.6% | Added |
| Maridea Wealth Management LLC | 702 | $212.5K | 0.03% | −1,169−62.5% | Reduced |
| Values Added Financial LLC | 702 | $212.3K | 0.09% | −46−6.1% | Reduced |
| Salomon & Ludwin, LLC | 707 | $212.2K | 0.02% | +96+15.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 701 | $212.1K | 0.03% | −28−3.8% | Reduced |
| Rainier Family Wealth Inc | 701 | $212.0K | 0.14% | +701 | New |
| Alan B. Lancz & Associates, Inc. | 700 | $211.7K | 0.21% | −150−17.6% | Reduced |
| Pinnacle Financial Group, LLC | 700 | $211.7K | 0.06% | −4−0.6% | Reduced |
| Burns Matteson Capital Management, LLC | 700 | $211.7K | 0.08% | 00.0% | Unchanged |
| Junk Investment Group, LLC | 699 | $211.5K | 0.11% | +699 | New |
| Pointe Capital Management LLC | 699 | $211.4K | 0.10% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 699 | $211.4K | 0.06% | +97+16.1% | Added |
| Gradient Capital Advisors, LLC | 696 | $210.6K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 696 | $210.5K | 0.02% | −1−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 632 | $210.4K | 0.03% | −159−20.1% | Reduced |
| Retirement Income Solutions, Inc | 695 | $210.2K | 0.04% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 694 | $210.0K | 0.06% | +1+0.1% | Added |
| M3 Advisory Group, LLC | 693 | $209.6K | 0.13% | −11−1.6% | Reduced |
| Excelsior Advisor Network LLC | 693 | $209.6K | 0.08% | −28−3.9% | Reduced |
| Cape Investment Advisory, Inc. | 692 | $209.3K | 0.07% | +80+13.1% | Added |
| Fusion Capital, LLC | 691 | $209.1K | 0.06% | +33+5.0% | Added |
| Warburton Capital Management, LLC | 660 | $209.0K | 0.10% | +9+1.4% | Added |
| PPS&V Asset Management Consultants, Inc. | 689 | $208.3K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $208.0K | 0.06% | 00.0% | Unchanged |