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 |
|---|---|---|---|---|---|
| YANKCOM Partnership | 88 | $26.6K | 0.01% | −120−57.7% | Reduced |
| Operose Advisors LLC | 88 | $26.6K | 0.01% | +58+193.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 85 | $25.7K | 0.01% | +62+269.6% | Added |
| Horizon Financial Services, LLC | 84 | $25.4K | 0.01% | +52+162.5% | Added |
| Measured Wealth Private Client Group, LLC | 83 | $25.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 82 | $24.8K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 82 | $24.8K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 80 | $24.2K | 0.02% | 00.0% | Unchanged |
| Atomic Invest LLC | 80 | $23.8K | 0.01% | −48−37.5% | Reduced |
| Estabrook Capital Management | 77 | $23.3K | 0.00% | +6+8.5% | Added |
| Mosley Wealth Management | 70 | $23.3K | 0.01% | +70 | New |
| Hallmark Capital Management Inc | 76 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 75 | $22.7K | 0.01% | +75 | New |
| Philadelphia Investment Partners, LLC | 74 | $22.5K | 0.02% | +74 | New |
| SJS Investment Consulting Inc. | 74 | $22.4K | 0.00% | −50−40.3% | Reduced |
| Archer Investment Corp | 72 | $21.9K | 0.00% | −47−39.5% | Reduced |
| Sfam, LLC | 70 | $21.2K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 68 | $20.6K | 0.01% | +68 | New |
| Lloyd Advisory Services, LLC. | 66 | $20.0K | 0.01% | −117−63.9% | Reduced |
| Kingdom Financial Group LLC. | 66 | $20.0K | 0.01% | +66 | New |
| Aspect Partners, LLC | 65 | $19.7K | 0.01% | +43+195.5% | Added |
| Turim 21 Investimentos Ltda. | 63 | $19.1K | 0.01% | +63 | New |
| Cornerstone Financial Management LLC | 60 | $18.1K | 0.02% | −3−4.8% | Reduced |
| Align Financial, LLC | 60 | $18.1K | 0.01% | −22,137−99.7% | Reduced |
| Cedar Mountain Advisors, LLC | 60 | $18.1K | 0.00% | +41+215.8% | Added |
| Godfrey Financial Associates, Inc. | 58 | $17.5K | 0.02% | +4+7.4% | Added |
| Rogco, LP | 56 | $16.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 55 | $16.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 54 | $16.3K | 0.01% | +19+54.3% | Added |
| Park Square Financial Group, LLC | 54 | $16.3K | 0.12% | −112−67.5% | Reduced |
| Merkkuri Wealth Advisors LLC | 52 | $15.7K | 0.01% | +52 | New |
| SWAN Capital LLC | 51 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $15.4K | 0.00% | +4+8.5% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 50 | $15.1K | 0.01% | −4−7.4% | Reduced |
| ESL Trust Services, LLC | 50 | $15.1K | 0.00% | 00.0% | Unchanged |
| Trask Adam Roland | 50 | $15.1K | 0.01% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 49 | $14.8K | 0.00% | −2−3.9% | Reduced |
| Key Capital Management, INC | 45 | $13.6K | 0.01% | +11+32.4% | Added |
| Carolina Wealth Advisors, LLC | 44 | $13.3K | 0.01% | −4−8.3% | Reduced |
| Horrell Capital Management, Inc. | 44 | $13.3K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 43 | $13.1K | 0.00% | −3−6.5% | Reduced |
| Valued Wealth Advisors LLC | 42 | $12.8K | 0.01% | −13−23.6% | Reduced |
| ZRC Wealth Management, LLC | 41 | $12.4K | 0.00% | −1−2.4% | Reduced |
| Manning & Napier Advisors LLC | 41 | $12.2K | 0.00% | +11+36.7% | Added |
| Torren Management, LLC | 38 | $11.5K | 0.01% | −48−55.8% | Reduced |
| Imprint Wealth LLC | 35 | $10.6K | 0.05% | −26−42.6% | Reduced |
| Gold Investment Management Ltd. | 33 | $9.98K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $9.68K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 32 | $9.62K | 0.00% | −4−11.1% | Reduced |
| Caitlin John, LLC | 32 | $9.56K | 0.01% | +4+14.3% | Added |
| Networth Advisors, LLC | 30 | $9.07K | 0.01% | +30 | New |
| TSFG, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 29 | $8.77K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 28 | $8.47K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 28 | $8.47K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 27 | $8.17K | 0.04% | 00.0% | Unchanged |
| Aviso Financial Inc. | 27 | $8.17K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $7.56K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 25 | $7.56K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 25 | $7.56K | 0.00% | −276−91.7% | Reduced |
| Marquette Asset Management, LLC | 24 | $7.26K | 0.00% | −93−79.5% | Reduced |
| Caption Management, LLC | 24 | $7.26K | 0.00% | +24 | New |
| Atwood & Palmer Inc | 23 | $6.96K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 22 | $6.66K | 0.00% | −5−18.5% | Reduced |
| Harbor Asset Planning, Inc. | 22 | $6.66K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 21 | $6.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $6.35K | 0.00% | −3−12.5% | Reduced |
| MPWM Advisory Solutions, LLC | 21 | $6.35K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 20 | $6.05K | 0.00% | +2+11.1% | Added |
| Insight Financial Services | 20 | $6.05K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 21 | $5.65K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 18 | $5.45K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 17 | $5.16K | 0.00% | +17 | New |
| Intentional Wealth Strategies, LLC | 17 | $5.14K | 0.00% | +17 | New |
| Redwood Park Advisors LLC | 16 | $4.87K | 0.00% | −2−11.1% | Reduced |
| Bravera Wealth | 16 | $4.84K | 0.00% | −9−36.0% | Reduced |
| Quaker Wealth Management, LLC | 15 | $4.54K | 0.00% | −1−6.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 15 | $4.54K | 0.00% | +15 | New |
| Three Bearings Fiduciary Advisors, Inc. | 14 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 12 | $3.82K | 0.00% | +1+9.1% | Added |
| Investors Portfolio Services LLC | 12 | $3.65K | 0.00% | +4+50.0% | Added |
| Bard Associates Inc | 12 | $3.63K | 0.00% | +12 | New |
| IAG Wealth Partners, LLC | 12 | $3.63K | 0.00% | +12 | New |
| PayPay Securities Corp | 11 | $3.58K | 0.12% | −2−15.4% | Reduced |
| POM Investment Strategies, LLC | 11 | $3.33K | 0.00% | −53−82.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 11 | $3.33K | 0.00% | −103−90.4% | Reduced |
| HFM Investment Advisors, LLC | 11 | $3.33K | 0.00% | −2−15.4% | Reduced |
| DAGCO, Inc. | 11 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $3.33K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $3.16K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $3.02K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $2.72K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 734 | $2.43K | 0.05% | −33−4.3% | Reduced |
| Seneschal Advisors, LLC | 7 | $2.12K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 7 | $2.12K | 0.00% | +7 | New |
| Breakwater Investment Management | 6 | $1.81K | 0.00% | +1+20.0% | Added |
| Synergy Investment Management, LLC | 6 | $1.81K | 0.00% | +6 | New |
| Copia Wealth Management | 5 | $1.51K | 0.00% | −2−28.6% | Reduced |