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 |
|---|---|---|---|---|---|
| Reliant Investment Management, LLC | 26,551 | $8.03M | 3.87% | +407+1.6% | Added |
| Silvant Capital Management LLC | 26,502 | $8.02M | 0.28% | +1,585+6.4% | Added |
| Foster Group, Inc. | 26,501 | $8.02M | 0.24% | +218+0.8% | Added |
| Guardian Partners Inc. | 26,369 | $8.00M | 0.67% | −194−0.7% | Reduced |
| Umb Bank N A | 26,359 | $7.97M | 0.11% | +70.0% | Added |
| Boyd Watterson Asset Management LLC | 26,234 | $7.94M | 2.44% | −1,528−5.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 26,224 | $7.93M | 0.22% | +250+1.0% | Added |
| Headinvest, LLC | 26,181 | $7.92M | 1.62% | −1,033−3.8% | Reduced |
| Bessemer Group Inc | 26,123 | $7.90M | 0.01% | +1,034+4.1% | Added |
| Hudson Bay Capital Management LP | 26,078 | $7.89M | 0.05% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 26,069 | $7.89M | 0.18% | −219−0.8% | Reduced |
| Coastline Trust Co | 26,046 | $7.88M | 0.78% | −408−1.5% | Reduced |
| Horizon Investments, LLC | 25,961 | $7.83M | 0.09% | −19,126−42.4% | Reduced |
| RSM US Wealth Management LLC | 25,767 | $7.79M | 0.10% | +1,167+4.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 25,673 | $7.77M | 2.80% | +4,197+19.5% | Added |
| DCM Advisors, LLC | 25,788 | $7.74M | 3.52% | −115−0.4% | Reduced |
| Naples Global Advisors, LLC | 25,589 | $7.74M | 0.56% | +3,130+13.9% | Added |
| Central Trust Co | 25,434 | $7.69M | 0.15% | +93+0.4% | Added |
| Kingsview Wealth Management, LLC | 25,287 | $7.65M | 0.10% | +1,200+5.0% | Added |
| Bokf, NA | 25,100 | $7.59M | 0.12% | −121−0.5% | Reduced |
| Chatham Capital Group, Inc. | 24,949 | $7.55M | 1.09% | −82−0.3% | Reduced |
| Metis Global Partners, LLC | 24,810 | $7.50M | 0.18% | −2,309−8.5% | Reduced |
| New Mexico Educational Retirement Board | 24,763 | $7.49M | 0.23% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 24,740 | $7.48M | 0.24% | +23,488+1,876.0% | Added |
| Roundview Capital LLC | 24,722 | $7.48M | 0.47% | +49+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 24,620 | $7.45M | 1.53% | −163−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 24,467 | $7.40M | 0.25% | −421−1.7% | Reduced |
| Gotham Asset Management, LLC | 24,425 | $7.39M | 0.02% | +377+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 24,295 | $7.35M | 0.36% | −4,002−14.1% | Reduced |
| Ieq Capital, LLC | 24,155 | $7.31M | 0.03% | +935+4.0% | Added |
| Dorsey & Whitney Trust CO LLC | 24,042 | $7.27M | 0.40% | −744−3.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,994 | $7.26M | 0.50% | −1,279−5.1% | Reduced |
| Ballentine Partners, LLC | 23,929 | $7.24M | 0.10% | +1,145+5.0% | Added |
| Wedbush Securities Inc | 23,914 | $7.23M | 0.21% | +212+0.9% | Added |
| Hendershot Investments Inc. | 23,903 | $7.23M | 0.97% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 23,760 | $7.19M | 0.39% | −208−0.9% | Reduced |
| Venture Visionary Partners LLC | 23,701 | $7.17M | 0.24% | −198−0.8% | Reduced |
| Park Avenue Securities LLC | 23,563 | $7.13M | 0.06% | +1,373+6.2% | Added |
| NewEdge Wealth, LLC | 23,497 | $7.11M | 0.08% | −16,061−40.6% | Reduced |
| Freestone Capital Holdings, LLC | 23,497 | $7.11M | 0.22% | −25−0.1% | Reduced |
| Meiji Yasuda America Inc | 23,369 | $7.07M | 1.75% | −321−1.4% | Reduced |
| Vident Advisory, LLC | 23,292 | $7.05M | 0.06% | +5,662+32.1% | Added |
| Insight Wealth Strategies, LLC | 23,134 | $7.00M | 0.78% | +813+3.6% | Added |
| Global X Japan Co., Ltd. | 23,104 | $6.99M | 0.36% | +987+4.5% | Added |
| Bretton Capital Management, LLC | 23,100 | $6.99M | 6.39% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 23,049 | $6.97M | 0.01% | +23,049 | New |
| RBF Capital, LLC | 23,000 | $6.96M | 0.34% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 22,911 | $6.93M | 0.47% | +1,598+7.5% | Added |
| Kentucky Retirement Systems | 76,063 | $6.90M | 0.51% | +41,578+120.6% | Added |
| JLB & Associates Inc | 22,616 | $6.84M | 0.98% | +1,322+6.2% | Added |
| Sagespring Wealth Partners, LLC | 22,521 | $6.81M | 0.12% | +165+0.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $6.81M | 0.57% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 22,503 | $6.81M | 3.26% | −740−3.2% | Reduced |
| Edgestream Partners, L.P. | 22,432 | $6.79M | 0.22% | +19,274+610.3% | Added |
| AlpenGlobal Capital LLC | 22,363 | $6.76M | 4.31% | +22,363 | New |
| Jag Capital Management, LLC | 22,313 | $6.75M | 0.76% | −20,333−47.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 22,290 | $6.74M | 0.31% | +91+0.4% | Added |
| Family Management Corp | 22,215 | $6.72M | 0.81% | +25+0.1% | Added |
| Infusive Asset Management Inc. | 22,192 | $6.71M | 3.25% | +10,392+88.1% | Added |
| Americana Partners, LLC | 22,067 | $6.67M | 0.17% | +7,899+55.8% | Added |
| MUFG Securities EMEA plc | 21,956 | $6.64M | 0.10% | −71−0.3% | Reduced |
| Heritage Trust Co | 21,798 | $6.59M | 0.66% | −392−1.8% | Reduced |
| Coldstream Capital Management Inc | 21,795 | $6.59M | 0.08% | +994+4.8% | Added |
| Bridgewater Associates, LP | 21,777 | $6.59M | 0.03% | −10,308−32.1% | Reduced |
| Asset Dedication, LLC | 21,663 | $6.55M | 0.46% | −2,526−10.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,659 | $6.55M | 0.04% | +595+2.8% | Added |
| Northstar Group, Inc. | 21,587 | $6.53M | 0.92% | +51+0.2% | Added |
| Chapman Investment Management, LLC | 21,573 | $6.53M | 5.38% | +138+0.6% | Added |
| Blue Zone Wealth Advisors, LLC | 21,460 | $6.49M | 1.32% | −1,051−4.7% | Reduced |
| Fiduciary Group LLC | 21,412 | $6.48M | 0.55% | −55−0.3% | Reduced |
| Capital International Sarl | 21,370 | $6.46M | 0.11% | −2,272−9.6% | Reduced |
| Allstate Corp | 21,362 | $6.46M | 0.07% | −21,042−49.6% | Reduced |
| Alphadyne Asset Management LP | 21,295 | $6.44M | 0.84% | +21,295 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,294 | $6.44M | 0.58% | +156+0.7% | Added |
| Ceera Investments, LLC | 21,278 | $6.44M | 2.82% | −2,209−9.4% | Reduced |
| Arkadios Wealth Advisors | 21,263 | $6.43M | 0.11% | +1,203+6.0% | Added |
| Fort Sheridan Advisors LLC | 21,234 | $6.42M | 0.78% | −50−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,229 | $6.42M | 0.37% | +14,165+200.5% | Added |
| Formuepleje A/S | 21,169 | $6.40M | 0.58% | +21,169 | New |
| Condor Capital Management | 21,115 | $6.39M | 0.53% | −40.0% | Reduced |
| Amica Mutual Insurance Co | 20,997 | $6.35M | 0.55% | +6,172+41.6% | Added |
| Hi-Line Capital Management, LLC | 20,920 | $6.33M | 1.99% | −45−0.2% | Reduced |
| Impax Asset Management Group plc | 20,845 | $6.31M | 0.04% | +627+3.1% | Added |
| Foundations Investment Advisors, LLC | 20,735 | $6.27M | 0.08% | +952+4.8% | Added |
| Pring Turner Capital Group Inc | 16,916 | $6.26M | 3.77% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 20,656 | $6.25M | 0.39% | −7,334−26.2% | Reduced |
| Hutner Capital Management Inc | 20,596 | $6.23M | 2.56% | +187+0.9% | Added |
| Evolve Private Wealth, LLC | 20,572 | $6.22M | 0.33% | +905+4.6% | Added |
| First Interstate Bank | 20,567 | $6.22M | 0.35% | −1,111−5.1% | Reduced |
| Banque Cantonale Vaudoise | 20,503 | $6.20M | 0.23% | +2,089+11.3% | Added |
| Community Financial Services Group, LLC | 20,534 | $6.19M | 1.09% | −249−1.2% | Reduced |
| Chicago Trust Co NA | 20,462 | $6.19M | 0.99% | −1,636−7.4% | Reduced |
| Saudi Central Bank | 20,341 | $6.15M | 0.13% | +20,341 | New |
| Gladstone Institutional Advisory LLC | 20,223 | $6.12M | 0.23% | −3,201−13.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,210 | $6.11M | 0.22% | +595+3.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.09M | 1.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 20,095 | $6.08M | 0.06% | −2,799−12.2% | Reduced |
| Sandhill Capital Partners LLC | 20,061 | $6.07M | 0.52% | −1,750−8.0% | Reduced |
| BFSG, LLC | 20,026 | $6.06M | 0.57% | +821+4.3% | Added |
| Stenger Family Office, LLC | 20,010 | $6.05M | 1.10% | +2,925+17.1% | Added |