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 |
|---|---|---|---|---|---|
| Burk Holdings LLC | 333 | $100.7K | 0.04% | +333 | New |
| Leo H. Evart, Inc. | 318 | $96.2K | 0.08% | +318 | New |
| Crews Bank & Trust | 312 | $94.4K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 307 | $92.8K | 0.04% | +38+14.1% | Added |
| RWM Asset Management, LLC | 306 | $92.6K | 0.01% | +306 | New |
| Pension & Wealth Management Advisors, Inc. | 303 | $91.9K | 0.03% | +51+20.2% | Added |
| Old Point Trust & Financial Services N A | 302 | $91.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 301 | $91.0K | 0.06% | −2−0.7% | Reduced |
| Essential Investment Partners LLC | 300 | $90.7K | 0.08% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 300 | $90.7K | 0.07% | +300 | New |
| Private Wealth Management Group, LLC | 294 | $88.9K | 0.02% | +10+3.5% | Added |
| Graney & King, LLC | 293 | $88.8K | 0.05% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 286 | $86.5K | 0.08% | −50−14.9% | Reduced |
| Global Wealth Strategies & Associates | 286 | $86.5K | 0.02% | +6+2.1% | Added |
| Evelyn Partners Asset Management Ltd | 275 | $83.2K | 0.02% | +237+623.7% | Added |
| Greykasell Wealth Strategies, Inc. | 270 | $81.7K | 0.03% | +95+54.3% | Added |
| Quest 10 Wealth Builders, Inc. | 268 | $81.1K | 0.07% | −2−0.7% | Reduced |
| Wiser Advisor Group LLC | 266 | $80.5K | 0.10% | 00.0% | Unchanged |
| Abound Wealth Management | 261 | $79.0K | 0.02% | −16−5.8% | Reduced |
| Glen Eagle Advisors, LLC | 256 | $77.3K | 0.01% | +1+0.4% | Added |
| Founders Capital Management | 250 | $75.6K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 250 | $75.6K | 0.04% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 242 | $73.1K | 0.05% | −6−2.4% | Reduced |
| Fountainhead AM, LLC | 240 | $72.5K | 0.07% | +15+6.7% | Added |
| Financial Perspectives, Inc | 232 | $70.1K | 0.02% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 230 | $70.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 231 | $69.9K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 226 | $68.4K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 224 | $67.9K | 0.01% | +16+7.7% | Added |
| Rational Advisors LLC | 224 | $67.8K | 0.01% | −5,980−96.4% | Reduced |
| Sachetta, LLC | 221 | $66.7K | 0.04% | −15−6.4% | Reduced |
| Fairman Group, LLC | 220 | $66.5K | 0.06% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 213 | $64.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 211 | $64.0K | 0.01% | +3+1.4% | Added |
| PFS Partners, LLC | 211 | $63.9K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 210 | $63.5K | 0.05% | −2−0.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 203 | $61.4K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 201 | $60.8K | 0.05% | +50+33.1% | Added |
| Chelsea Counsel Co | 200 | $60.5K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $60.5K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $60.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 199 | $60.2K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 199 | $60.2K | 0.01% | +23+13.1% | Added |
| Noble Wealth Management PBC | 190 | $57.6K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 190 | $57.5K | 0.05% | −2−1.0% | Reduced |
| Ironwood Wealth Management, Inc. | 180 | $57.2K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 188 | $57.0K | 0.04% | −74−28.2% | Reduced |
| Kilter Group LLC | 187 | $56.6K | 0.02% | −15−7.4% | Reduced |
| Fortitude Family Office, LLC | 184 | $55.7K | 0.01% | −534−74.4% | Reduced |
| Dunhill Financial, LLC | 183 | $55.4K | 0.01% | −14−7.1% | Reduced |
| Robinswood Financial LLC | 182 | $55.3K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 178 | $53.8K | 0.01% | −7−3.8% | Reduced |
| 1 North Wealth Services LLC | 178 | $53.8K | 0.02% | +40+29.0% | Added |
| Adkins Seale Capital Management LLC | 175 | $52.9K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 171 | $51.8K | 0.05% | −2−1.2% | Reduced |
| Riverview Trust Co | 169 | $51.1K | 0.06% | 00.0% | Unchanged |
| S&T Bank | 163 | $49.3K | 0.02% | +67+69.8% | Added |
| Tradewinds Capital Management, LLC | 158 | $47.8K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 157 | $47.5K | 0.05% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 142 | $46.9K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 154 | $46.7K | 0.01% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 154 | $46.6K | 0.03% | +154 | New |
| GoalVest Advisory LLC | 153 | $46.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 146 | $44.2K | 0.01% | −134−47.9% | Reduced |
| High Point Wealth Management, LLC | 145 | $43.8K | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 144 | $43.5K | 0.04% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 134 | $40.5K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 133 | $40.4K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 134 | $40.0K | 0.01% | −31−18.8% | Reduced |
| Hughes Financial Services, LLC | 132 | $39.8K | 0.01% | +5+3.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 131 | $39.6K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 131 | $39.5K | 0.03% | +131 | New |
| Main Street Group, LTD | 130 | $39.4K | 0.01% | +130 | New |
| Canton Hathaway, LLC | 130 | $39.3K | 0.01% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 129 | $39.0K | 0.02% | +129 | New |
| Sarver Vrooman Wealth Advisors | 126 | $38.1K | 0.02% | −14−10.0% | Reduced |
| Nexus Investment Management ULC | 125 | $37.8K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 125 | $37.8K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Management | 124 | $37.6K | 0.02% | +124 | New |
| Abound Financial, LLC | 122 | $37.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 113 | $36.6K | 0.01% | −50−30.7% | Reduced |
| Solstein Capital, LLC | 121 | $36.6K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 120 | $36.2K | 0.01% | +1+0.8% | Added |
| Wilkerson Advisory Group LLC | 117 | $35.4K | 0.01% | +38+48.1% | Added |
| Dogwood Wealth Management LLC | 115 | $34.8K | 0.02% | +32+38.6% | Added |
| Entrust Financial LLC | 111 | $33.6K | 0.02% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 109 | $32.9K | 0.01% | +109 | New |
| Evolution Wealth Management Inc. | 106 | $32.1K | 0.02% | +39+58.2% | Added |
| Whipplewood Advisors, LLC | 106 | $32.1K | 0.02% | +102+2,550.0% | Added |
| Cranbrook Wealth Management, LLC | 105 | $31.8K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 105 | $31.8K | 0.19% | 00.0% | Unchanged |
| Granite FO LLC | 104 | $31.5K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 100 | $30.2K | 0.00% | −139−58.2% | Reduced |
| ROSS\JOHNSON & Associates LLC | 100 | $30.2K | 0.55% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $30.2K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $30.2K | 0.02% | +40+66.7% | Added |
| True Wealth Design, LLC | 98 | $29.8K | 0.01% | +54+122.7% | Added |
| Loomis Sayles & Co L P | 97 | $29.3K | 0.00% | −39−28.7% | Reduced |
| Joseph Group Capital Management | 97 | $29.3K | 0.01% | +27+38.6% | Added |
| Meeder Asset Management Inc | 90 | $27.2K | 0.00% | −31−25.6% | Reduced |