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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 687 | $207.7K | 0.06% | +54+8.5% | Added |
| Wulff, Hansen & Co. | 686 | $207.5K | 0.21% | 00.0% | Unchanged |
| New World Advisors LLC | 686 | $207.5K | 0.04% | −5−0.7% | Reduced |
| Elmwood Wealth Management, Inc. | 685 | $207.2K | 0.06% | −135−16.5% | Reduced |
| Good Harbor Advisors, Inc. | 684 | $207.0K | 0.23% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 681 | $206.0K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 681 | $206.0K | 0.06% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 680 | $205.6K | 0.01% | +12+1.8% | Added |
| Avid Wealth Partners LLC | 678 | $205.1K | 0.10% | +90+15.3% | Added |
| American Trust | 675 | $204.2K | 0.02% | +675 | New |
| Colton Groome Financial Advisors, LLC | 674 | $203.9K | 0.06% | −11−1.6% | Reduced |
| First Financial Corp | 672 | $203.3K | 0.08% | −69−9.3% | Reduced |
| Baldwin Brothers Inc | 672 | $203.3K | 0.01% | +672 | New |
| Crown Wealth Group, LLC | 669 | $202.4K | 0.06% | +33+5.2% | Added |
| New Wave Wealth Advisors LLC | 668 | $202.1K | 0.07% | +668 | New |
| GW Henssler & Associates Ltd | 667 | $201.8K | 0.01% | +10+1.5% | Added |
| Traynor Capital Management, Inc. | 677 | $201.5K | 0.01% | +4+0.6% | Added |
| Westchester Capital Management, Inc. | 660 | $199.6K | 0.04% | 00.0% | Unchanged |
| Clear Street Group Inc. | 659 | $199.3K | 0.00% | +659 | New |
| Bogart Wealth, LLC | 658 | $199.0K | 0.01% | −9−1.3% | Reduced |
| Bullock Wealth Management Group | 658 | $198.4K | 0.10% | +42+6.8% | Added |
| Front Street Capital Management, Inc. | 650 | $197.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $193.6K | 0.07% | −55−7.9% | Reduced |
| WealthCollab, LLC | 638 | $193.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $191.8K | 0.19% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 631 | $190.9K | 0.00% | −130−17.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $187.5K | 0.06% | −20−3.1% | Reduced |
| Anfield Capital Management, LLC | 615 | $186.0K | 0.05% | +592+2,573.9% | Added |
| Strive Financial Group ,LLC | 604 | $183.0K | 0.10% | −300−33.2% | Reduced |
| Kentucky Trust Co | 605 | $183.0K | 0.10% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 604 | $182.8K | 0.10% | +1+0.2% | Added |
| 1620 Investment Advisors, Inc. | 600 | $181.5K | 0.12% | −8−1.3% | Reduced |
| Monetary Solutions, Ltd | 600 | $181.5K | 0.18% | 00.0% | Unchanged |
| Albion Financial Group | 589 | $178.2K | 0.01% | +481+445.4% | Added |
| Addison Advisors LLC | 582 | $176.0K | 0.04% | +24+4.3% | Added |
| CGC Financial Services, LLC | 582 | $176.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 583 | $176.0K | 0.04% | +18+3.2% | Added |
| Strategic Investment Solutions, Inc. | 576 | $174.4K | 0.04% | −135−19.0% | Reduced |
| REAP Financial Group, LLC | 576 | $174.1K | 0.03% | +7+1.2% | Added |
| Trifecta Capital Advisors, LLC | 575 | $173.9K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 565 | $171.0K | 0.01% | +57+11.2% | Added |
| Arlington Trust Co LLC | 564 | $170.6K | 0.02% | +30+5.6% | Added |
| Signature Equity Partners, LLC | 562 | $170.0K | 0.09% | +32+6.0% | Added |
| Prudent Man Investment Management, Inc. | 449 | $166.1K | 0.06% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $164.2K | 0.12% | 00.0% | Unchanged |
| Park Place Capital Corp | 540 | $163.3K | 0.03% | −6−1.1% | Reduced |
| Wall Street Financial Group, Inc. | 540 | $163.3K | 0.10% | +540 | New |
| Flagship Wealth Advisors, LLC | 511 | $163.0K | 0.07% | −484−48.6% | Reduced |
| Wealth Preservation Advisors, LLC | 537 | $162.5K | 0.13% | +8+1.5% | Added |
| Smallwood Wealth Investment Management, LLC | 535 | $161.8K | 0.09% | −180−25.2% | Reduced |
| VSM Wealth Advisory, LLC | 533 | $161.2K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 533 | $161.1K | 0.08% | +3+0.6% | Added |
| Ritter Daniher Financial Advisory LLC | 531 | $160.6K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 531 | $160.6K | 0.03% | −2−0.4% | Reduced |
| William B. Walkup & Associates, Inc. | 565 | $152.0K | 0.09% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 502 | $151.8K | 0.10% | −39−7.2% | Reduced |
| Creative Capital Management Investments LLC | 502 | $151.8K | 0.04% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 500 | $151.2K | 0.07% | −50−9.1% | Reduced |
| Cohen & Steers, Inc. | 500 | $151.0K | 0.00% | −500−50.0% | Reduced |
| JPL Wealth Management, LLC | 494 | $149.4K | 0.03% | +494 | New |
| Vision Retirement, LLC | 488 | $147.6K | 0.04% | +18+3.8% | Added |
| Catalyst Capital Advisors LLC | 475 | $143.7K | 0.00% | −13,605−96.6% | Reduced |
| First Community Trust NA | 475 | $143.7K | 0.11% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 475 | $143.7K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 472 | $142.3K | 0.11% | +333+239.6% | Added |
| Sankala Group LLC | 480 | $142.0K | 0.12% | 00.0% | Unchanged |
| Security National Bank | 464 | $140.4K | 0.02% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 466 | $140.0K | 0.11% | +3+0.6% | Added |
| AXS Investments LLC | 457 | $138.2K | 0.06% | −44−8.8% | Reduced |
| Field & Main Bank | 453 | $137.0K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 443 | $134.0K | 0.08% | +64+16.9% | Added |
| Financial Freedom, LLC | 440 | $133.1K | 0.07% | 00.0% | Unchanged |
| Strategic Advocates LLC | 433 | $131.0K | 0.58% | −5,816−93.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 429 | $129.8K | 0.10% | +20+4.9% | Added |
| Bay Harbor Wealth Management, LLC | 428 | $129.5K | 0.03% | −11−2.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 426 | $128.9K | 0.01% | +6+1.4% | Added |
| Wall Street Access Asset Management, LLC | 405 | $128.1K | 0.03% | −7−1.7% | Reduced |
| True Link Financial Advisors, LLC | 422 | $127.6K | 0.01% | +422 | New |
| Fairscale Capital, LLC | 419 | $126.7K | 0.09% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 415 | $125.5K | 0.08% | −21−4.8% | Reduced |
| JCIC Asset Management Inc. | 410 | $124.0K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 410 | $124.0K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 404 | $122.0K | 0.00% | +11+2.8% | Added |
| Bell Investment Advisors, Inc | 401 | $121.3K | 0.02% | −22−5.2% | Reduced |
| Atlas Capital Advisors LLC | 379 | $114.6K | 0.01% | +191+101.6% | Added |
| Rossby Financial, LCC | 376 | $113.4K | 0.02% | +55+17.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $113.1K | 0.03% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 355 | $113.0K | 0.14% | +12+3.5% | Added |
| Bernard Wealth Management Corp. | 367 | $111.0K | 0.05% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 365 | $110.4K | 0.03% | +34+10.3% | Added |
| Gables Capital Management Inc. | 365 | $110.4K | 0.05% | +25+7.4% | Added |
| Rakuten Securities, Inc. | 365 | $110.4K | 0.05% | +221+153.5% | Added |
| Hollencrest Capital Management | 365 | $110.3K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 364 | $110.1K | 0.02% | −18−4.7% | Reduced |
| Whi Trust Co LLC | 357 | $108.1K | 0.08% | 00.0% | Unchanged |
| Gleason Group, Inc. | 354 | $107.2K | 0.01% | +1+0.3% | Added |
| MRP Capital Investments, LLC | 350 | $105.9K | 0.09% | −50−12.5% | Reduced |
| Pioneer Family Office, LLC | 350 | $105.9K | 0.07% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 350 | $105.9K | 0.07% | +350 | New |
| Southern Michigan Bank & Trust | 341 | $103.1K | 0.04% | +341 | New |