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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 19,982 | $6.04M | 1.04% | −667−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 19,944 | $6.03M | 0.14% | +15,001+303.5% | Added |
| Empirical Finance, LLC | 19,745 | $5.97M | 0.28% | −53−0.3% | Reduced |
| Rayburn West Financial Services LLC | 19,702 | $5.96M | 3.51% | +1,896+10.6% | Added |
| Meitav Dash Investments Ltd | 19,696 | $5.95M | 0.07% | −15,933−44.7% | Reduced |
| Siemens Fonds Invest GmbH | 19,541 | $5.91M | 0.34% | −715−3.5% | Reduced |
| Somerville Kurt F | 19,490 | $5.90M | 1.56% | −4,610−19.1% | Reduced |
| Commerzbank Aktiengesellschaft | 19,482 | $5.89M | 0.12% | −3,996−17.0% | Reduced |
| Flputnam Investment Management Co | 19,447 | $5.88M | 0.09% | +2,817+16.9% | Added |
| Bailard, Inc. | 19,233 | $5.82M | 0.13% | −2,156−10.1% | Reduced |
| Bleakley Financial Group, LLC | 19,150 | $5.79M | 0.09% | −2,796−12.7% | Reduced |
| Lincoln Capital LLC | 18,994 | $5.75M | 1.09% | −266−1.4% | Reduced |
| Mount Vernon Associates Inc | 18,932 | $5.73M | 4.05% | +230+1.2% | Added |
| Welch Group, LLC | 18,908 | $5.72M | 0.21% | +16+0.1% | Added |
| E. Ohman J:or Asset Management AB | 18,797 | $5.69M | 0.15% | −650−3.3% | Reduced |
| Covenant Asset Management, LLC | 18,770 | $5.68M | 1.16% | +3,225+20.7% | Added |
| Snowden Capital Advisors LLC | 18,758 | $5.67M | 0.15% | −110−0.6% | Reduced |
| Blue Sparrow, LLC | 18,720 | $5.66M | 0.10% | −25,500−57.7% | Reduced |
| Wisconsin Capital Management LLC | 18,667 | $5.65M | 3.10% | −3,666−16.4% | Reduced |
| Caldwell Trust Co | 18,654 | $5.64M | 0.50% | +549+3.0% | Added |
| Chemung Canal Trust Co | 18,612 | $5.63M | 1.14% | −11−0.1% | Reduced |
| Modera Wealth Management, LLC | 18,598 | $5.63M | 0.07% | −82−0.4% | Reduced |
| Courier Capital LLC | 18,506 | $5.60M | 0.31% | −589−3.1% | Reduced |
| Van Eck Associates Corp | 18,494 | $5.59M | 0.00% | +216+1.2% | Added |
| Verdence Capital Advisors LLC | 18,486 | $5.59M | 0.33% | −2,502−11.9% | Reduced |
| Arq Wealth Advisors, LLC | 18,458 | $5.58M | 1.01% | +16,172+707.4% | Added |
| AE Wealth Management LLC | 18,439 | $5.58M | 0.03% | +2,211+13.6% | Added |
| Kerusso Capital Management LLC | 18,422 | $5.57M | 2.79% | −1,308−6.6% | Reduced |
| Journey Strategic Wealth LLC | 18,388 | $5.56M | 0.14% | +328+1.8% | Added |
| TKG Advisors, LLC | 18,271 | $5.53M | 2.28% | +153+0.8% | Added |
| Trinity Legacy Partners, LLC | 16,833 | $5.50M | 1.19% | +557+3.4% | Added |
| Montag A & Associates Inc | 18,059 | $5.46M | 0.25% | −10.0% | Reduced |
| Pacifica Capital Investments, LLC | 17,993 | $5.44M | 1.85% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 17,918 | $5.42M | 1.70% | −97−0.5% | Reduced |
| Seizert Capital Partners, LLC | 17,884 | $5.41M | 0.25% | −271−1.5% | Reduced |
| Gilman Hill Asset Management, LLC | 17,863 | $5.40M | 0.82% | +1,353+8.2% | Added |
| Callahan Advisors, LLC | 17,829 | $5.39M | 0.45% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 17,750 | $5.37M | 0.18% | +1,950+12.3% | Added |
| IFP Advisors, Inc | 17,698 | $5.35M | 0.11% | +7,998+82.5% | Added |
| Kanawha Capital Management LLC | 17,685 | $5.35M | 0.38% | +865+5.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,500 | $5.29M | 0.31% | +17,500 | New |
| Conning Inc. | 17,492 | $5.29M | 0.18% | +2,701+18.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17,429 | $5.27M | 0.02% | +9,242+112.9% | Added |
| Numerai GP LLC | 17,394 | $5.26M | 0.53% | +14,745+556.6% | Added |
| Nordwand Advisors, LLC | 17,386 | $5.26M | 0.92% | +455+2.7% | Added |
| Emerald Investment Advisers, LLC | 17,375 | $5.26M | 0.47% | +17,375 | New |
| Tower Bridge Advisors | 17,349 | $5.25M | 0.51% | +565+3.4% | Added |
| Meeder Advisory Services, Inc. | 17,340 | $5.24M | 0.22% | +726+4.4% | Added |
| Guggenheim Capital LLC | 17,319 | $5.24M | 0.04% | −3,629−17.3% | Reduced |
| Titiun Yejiel | 17,231 | $5.21M | 5.28% | +6,231+56.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,137 | $5.18M | 0.08% | −31−0.2% | Reduced |
| CFC Planning Co LLC | 17,134 | $5.18M | 3.74% | −355−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 17,064 | $5.16M | 0.16% | +405+2.4% | Added |
| Morton Community Bank | 17,027 | $5.15M | 1.12% | +385+2.3% | Added |
| Canada Post Corp Registered Pension Plan | 16,949 | $5.13M | 0.20% | −2,559−13.1% | Reduced |
| Boston Family Office LLC | 16,935 | $5.12M | 0.34% | +4,025+31.2% | Added |
| Elgethun Capital Management | 16,876 | $5.10M | 0.84% | −163−1.0% | Reduced |
| Stephens Inc | 16,783 | $5.08M | 0.06% | −1,488−8.1% | Reduced |
| Ghe, LLC | 16,782 | $5.08M | 2.11% | −1,220−6.8% | Reduced |
| BNC Wealth Management, LLC | 16,752 | $5.07M | 1.41% | +294+1.8% | Added |
| Rathbone Brothers plc | 16,740 | $5.06M | 0.02% | +7,320+77.7% | Added |
| Signaturefd, LLC | 16,719 | $5.06M | 0.08% | +334+2.0% | Added |
| Greenleaf Trust | 16,702 | $5.05M | 0.05% | +534+3.3% | Added |
| Resonant Capital Advisors, LLC | 16,643 | $5.03M | 0.26% | +121+0.7% | Added |
| Farther Finance Advisors, LLC | 16,663 | $5.02M | 0.05% | +1,108+7.1% | Added |
| Apollon Wealth Management, LLC | 16,593 | $5.02M | 0.08% | −591−3.4% | Reduced |
| Zhang Financial LLC | 16,572 | $5.01M | 0.17% | +16,572 | New |
| Canoe Financial LP | 16,500 | $4.99M | 0.07% | −303,244−94.8% | Reduced |
| Vertrix Wealth Management, LLC | 16,457 | $4.98M | 1.83% | +16,457 | New |
| WP Advisors, LLC | 16,406 | $4.96M | 1.28% | −86−0.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,380 | $4.95M | 0.14% | −36−0.2% | Reduced |
| Puzo Michael J | 16,286 | $4.93M | 1.43% | +1,368+9.2% | Added |
| AssuredPartners Investment Advisors, LLC | 16,089 | $4.92M | 0.54% | +721+4.7% | Added |
| Bill Few Associates, Inc. | 16,234 | $4.91M | 1.18% | −89−0.5% | Reduced |
| Brave Asset Management Inc | 16,064 | $4.86M | 1.15% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 16,039 | $4.85M | 0.12% | −2,431−13.2% | Reduced |
| IMC-Chicago, LLC | 15,934 | $4.82M | 0.07% | +15,934 | New |
| Wealth Enhancement Trust Services, Inc. | 15,869 | $4.80M | 0.58% | −1,640−9.4% | Reduced |
| Everence Capital Management Inc | 15,794 | $4.78M | 0.29% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 15,882 | $4.77M | 0.15% | −5,987−27.4% | Reduced |
| North Dakota State Investment Board | 15,649 | $4.73M | 0.20% | −3,194−17.0% | Reduced |
| Banque Transatlantique SA | 15,545 | $4.73M | 0.11% | −11,107−41.7% | Reduced |
| CoreCap Advisors, LLC | 15,431 | $4.67M | 0.16% | −100−0.6% | Reduced |
| Cookson Peirce & Co Inc | 15,425 | $4.67M | 0.20% | −161,533−91.3% | Reduced |
| Beacon Investment Advisors LLC | 15,385 | $4.65M | 1.76% | +6,851+80.3% | Added |
| Mathes Company, Inc. | 15,285 | $4.62M | 1.69% | +562+3.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 15,232 | $4.61M | 0.72% | +682+4.7% | Added |
| BKD Wealth Advisors, LLC | 15,192 | $4.60M | 0.09% | −45−0.3% | Reduced |
| Hodges Capital Management Inc. | 15,190 | $4.59M | 0.38% | −599−3.8% | Reduced |
| Nemes Rush Group LLC | 15,109 | $4.57M | 0.44% | −83−0.5% | Reduced |
| NBT Bank N A | 15,083 | $4.56M | 0.30% | −625−4.0% | Reduced |
| Asio Capital, LLC | 15,069 | $4.56M | 0.64% | +3,508+30.3% | Added |
| South State Corp. | 15,054 | $4.55M | 0.21% | −229−1.5% | Reduced |
| IHT Wealth Management, LLC | 15,016 | $4.54M | 0.11% | +2,280+17.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,952 | $4.52M | 0.15% | −707−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 14,909 | $4.51M | 0.05% | +14,909 | New |
| Brevan Howard Capital Management LP | 14,889 | $4.50M | 0.05% | −2,269−13.2% | Reduced |
| Trust Co of Toledo NA | 14,884 | $4.50M | 0.43% | +3,123+26.6% | Added |
| Intesa Sanpaolo Wealth Management | 14,877 | $4.50M | 1.10% | −4,767−24.3% | Reduced |
| MUFG Securities Americas Inc. | 14,819 | $4.48M | 0.29% | +344+2.4% | Added |