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; 3,022 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
- 1,227 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 38,640 | $11.7M | 0.15% | +3,173+8.9% | Added |
| Kinneret Advisory, LLC | 38,597 | $11.7M | 1.11% | −1,711−4.2% | Reduced |
| Interval Partners, LP | 38,505 | $11.6M | 0.40% | +38,505 | New |
| NFC Investments, LLC | 38,130 | $11.6M | 3.22% | −653−1.7% | Reduced |
| Capital International Inc | 38,135 | $11.5M | 0.09% | −32,701−46.2% | Reduced |
| McMillan Office, Inc. | 38,058 | $11.5M | 1.47% | −100−0.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 38,041 | $11.5M | 6.07% | +2,068+5.7% | Added |
| WoodTrust Financial Corp | 37,869 | $11.5M | 1.48% | −2,355−5.9% | Reduced |
| Nomura Holdings Inc | 37,408 | $11.3M | 0.09% | −275,190−88.0% | Reduced |
| NWF Advisory Services Inc. | 37,336 | $11.3M | 1.28% | +384+1.0% | Added |
| CX Institutional | 37,322 | $11.3M | 0.34% | +1,757+4.9% | Added |
| Ironwood Investment Counsel, LLC | 37,290 | $11.3M | 1.62% | +354+1.0% | Added |
| Knights of Columbus Asset Advisors LLC | 37,271 | $11.3M | 0.64% | −11,358−23.4% | Reduced |
| Radnor Capital Management, LLC | 37,075 | $11.2M | 1.66% | −353−0.9% | Reduced |
| Financial Avengers, Inc. | 36,860 | $11.1M | 5.08% | −1,353−3.5% | Reduced |
| Teamwork Financial Advisors, LLC | 36,820 | $11.1M | 1.24% | −2,761−7.0% | Reduced |
| Eventide Asset Management, LLC | 36,964 | $11.1M | 0.18% | −13,142−26.2% | Reduced |
| Jain Global LLC | 36,732 | $11.1M | 0.14% | +34,187+1,343.3% | Added |
| OpenArc Corporate Advisory, LLC | 36,714 | $11.1M | 0.16% | +1,756+5.0% | Added |
| Rheos Capital Works Inc. | 36,700 | $11.1M | 0.74% | 00.0% | Unchanged |
| Gillson Capital LP | 36,480 | $11.0M | 0.90% | +36,480 | New |
| Osmosis Investment Management UK Ltd | 36,460 | $11.0M | 0.30% | −5,197−12.5% | Reduced |
| D.A. Davidson & Co. | 36,421 | $11.0M | 0.07% | −1,505−4.0% | Reduced |
| Fundamentun, LLC | 36,347 | $11.0M | 0.44% | −4,113−10.2% | Reduced |
| Silicon Valley Capital Partners | 36,115 | $10.9M | 1.07% | −1,835−4.8% | Reduced |
| Stansberry Asset Management, LLC | 35,984 | $10.9M | 1.12% | +190+0.5% | Added |
| Greenwood Gearhart Inc | 35,964 | $10.9M | 0.59% | +2,682+8.1% | Added |
| Westend Capital Management, LLC | 35,568 | $10.8M | 3.23% | +989+2.9% | Added |
| Concurrent Investment Advisors, LLC | 35,541 | $10.8M | 0.12% | −10,183−22.3% | Reduced |
| Bensler, LLC | 35,157 | $10.6M | 1.10% | +612+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 35,039 | $10.6M | 0.40% | −960−2.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 34,968 | $10.6M | 1.37% | −1,480−4.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 34,430 | $10.4M | 3.44% | +795+2.4% | Added |
| Meyer Handelman Co | 34,365 | $10.4M | 0.32% | 00.0% | Unchanged |
| Jacobs & Co | 34,326 | $10.4M | 1.02% | +123+0.4% | Added |
| HS Management Partners, LLC | 34,129 | $10.3M | 3.61% | +34,129 | New |
| Private Advisory Group LLC | 34,068 | $10.3M | 0.72% | −2,159−6.0% | Reduced |
| Klingenstein Fields & Co LP | 33,826 | $10.2M | 0.40% | −3,549−9.5% | Reduced |
| Rodgers Brothers Inc. | 33,795 | $10.2M | 1.18% | −75−0.2% | Reduced |
| SP Asset Management LLC | 33,780 | $10.2M | 0.90% | +23+0.1% | Added |
| Stokes Capital Advisors, LLC | 33,737 | $10.2M | 2.29% | −1,178−3.4% | Reduced |
| iA Global Asset Management Inc. | 33,330 | $10.1M | 0.14% | +33,330 | New |
| Susquehanna Fundamental Investments, LLC | 33,317 | $10.1M | 0.38% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 33,161 | $10.0M | 0.22% | −1,189−3.5% | Reduced |
| Davy Global Fund Management Ltd | 32,837 | $9.93M | 0.75% | 00.0% | Unchanged |
| ING Groep NV | 32,836 | $9.93M | 0.06% | +3,690+12.7% | Added |
| Pittenger & Anderson Inc | 32,818 | $9.93M | 0.40% | +1,625+5.2% | Added |
| Strategic Wealth Designers | 32,767 | $9.91M | 1.26% | +327+1.0% | Added |
| AMG National Trust Bank | 32,591 | $9.86M | 0.21% | +7,178+28.2% | Added |
| Advisory Services Network, LLC | 32,535 | $9.84M | 0.13% | −2,558−7.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 32,479 | $9.82M | 2.33% | +85+0.3% | Added |
| Mizuho Securities USA LLC | 32,377 | $9.79M | 0.23% | −6,746−17.2% | Reduced |
| Quadrant Capital Group LLC | 32,297 | $9.77M | 0.29% | +493+1.6% | Added |
| Legacy Trust | 32,239 | $9.75M | 1.87% | +922+2.9% | Added |
| Mirova | 31,878 | $9.64M | 0.39% | −15,590−32.8% | Reduced |
| Martin Investment Management, LLC | 31,862 | $9.64M | 2.88% | +98+0.3% | Added |
| Payden & Rygel | 31,800 | $9.62M | 0.75% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 31,700 | $9.59M | 1.86% | −658−2.0% | Reduced |
| Benjamin Edwards Inc | 31,642 | $9.57M | 0.10% | +2,942+10.3% | Added |
| Waycross Partners, LLC | 31,618 | $9.56M | 0.91% | +31,618 | New |
| Letson Investment Management, Inc. | 31,442 | $9.51M | 3.65% | −421−1.3% | Reduced |
| Miracle Mile Advisors, LLC | 31,434 | $9.51M | 0.13% | −490−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 31,318 | $9.47M | 0.70% | −80.0% | Reduced |
| Savant Capital, LLC | 30,774 | $9.31M | 0.04% | +5,714+22.8% | Added |
| Summit Trail Advisors, LLC | 30,729 | $9.29M | 0.13% | +9,666+45.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 30,629 | $9.26M | 0.46% | −1,343−4.2% | Reduced |
| Hartford Investment Management Co | 30,582 | $9.25M | 0.29% | −519−1.7% | Reduced |
| McMahon Financial Advisors, LLC | 30,577 | $9.25M | 1.82% | +2,145+7.5% | Added |
| Vestmark Advisory Solutions, Inc. | 30,055 | $9.09M | 0.10% | +10,414+53.0% | Added |
| LB Partners LLC | 30,000 | $9.07M | 8.14% | −2,000−6.3% | Reduced |
| Bearing Point Capital, LLC | 29,928 | $9.05M | 1.42% | −513−1.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,884 | $9.04M | 0.47% | −901−2.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 29,849 | $9.03M | 0.16% | −575−1.9% | Reduced |
| Torrey Growth & Income Advisors | 29,956 | $8.98M | 3.77% | −4,010−11.8% | Reduced |
| Callan Family Office, LLC | 29,472 | $8.91M | 0.20% | −1,679−5.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 29,266 | $8.85M | 0.47% | −6,434−18.0% | Reduced |
| Group One Trading, L.P. | 28,981 | $8.77M | 0.29% | −25,095−46.4% | Reduced |
| Highland Capital Management, LLC | 28,861 | $8.73M | 0.46% | −164−0.6% | Reduced |
| Assenagon Asset Management S.A. | 28,803 | $8.71M | 0.01% | +2,450+9.3% | Added |
| We Are One Seven, LLC | 28,750 | $8.70M | 0.17% | −4,689−14.0% | Reduced |
| Shelter Mutual Insurance Co | 28,735 | $8.69M | 1.93% | 00.0% | Unchanged |
| Independent Advisor Alliance | 28,567 | $8.64M | 0.09% | −1,213−4.1% | Reduced |
| Ascent Group, LLC | 28,513 | $8.62M | 0.30% | +14,190+99.1% | Added |
| Pavion Blue Capital, LLC | 28,453 | $8.61M | 3.74% | −731−2.5% | Reduced |
| VectorGlobal IAG, Inc. | 28,372 | $8.58M | 2.23% | +28,372 | New |
| EP Wealth Advisors, LLC | 28,207 | $8.53M | 0.04% | −363−1.3% | Reduced |
| Omers Administration Corp | 28,202 | $8.53M | 0.05% | +5,155+22.4% | Added |
| Integrated Wealth Concepts LLC | 28,034 | $8.48M | 0.07% | +12,345+78.7% | Added |
| Contravisory Investment Management, Inc. | 27,975 | $8.46M | 1.73% | −1,158−4.0% | Reduced |
| St Germain D J Co Inc | 27,791 | $8.41M | 0.33% | −2,417−8.0% | Reduced |
| Diversify Wealth Management, LLC | 26,404 | $8.33M | 0.15% | +14,342+118.9% | Added |
| Pacer Advisors, Inc. | 27,523 | $8.32M | 0.02% | −15,286−35.7% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 27,490 | $8.32M | 0.03% | +27,490 | New |
| Voleon Capital Management LP | 27,458 | $8.31M | 0.18% | +25,257+1,147.5% | Added |
| Louisiana State Employees Retirement System | 27,300 | $8.26M | 0.14% | −100−0.4% | Reduced |
| Principal Securities, Inc. | 27,143 | $8.21M | 0.12% | +3,657+15.6% | Added |
| Northwest & Ethical Investments L.P. | 27,127 | $8.21M | 0.19% | +182+0.7% | Added |
| Stratos Wealth Partners, LTD. | 27,067 | $8.19M | 0.09% | −3,834−12.4% | Reduced |
| Maryland State Retirement & Pension System | 27,049 | $8.18M | 0.17% | 00.0% | Unchanged |
| 1st Source Bank | 26,937 | $8.15M | 0.42% | −436−1.6% | Reduced |