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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 14,817 | $4.48M | 0.09% | −82−0.6% | Reduced |
| Park National Corp | 14,771 | $4.47M | 0.14% | −1,555−9.5% | Reduced |
| Sumitomo Life Insurance Co | 14,745 | $4.46M | 0.10% | −558−3.6% | Reduced |
| Frank, Rimerman Advisors LLC | 14,666 | $4.44M | 0.29% | −96−0.7% | Reduced |
| Clarkston Capital Partners, LLC | 14,664 | $4.44M | 0.34% | −116,166−88.8% | Reduced |
| Delaney Dennis R | 14,549 | $4.40M | 1.56% | +7,133+96.2% | Added |
| Aviance Capital Partners, LLC | 14,527 | $4.39M | 0.51% | −11−0.1% | Reduced |
| Benedict Financial Advisors Inc | 14,517 | $4.39M | 0.91% | −58−0.4% | Reduced |
| Securian Asset Management, Inc | 14,510 | $4.39M | 0.17% | −100−0.7% | Reduced |
| Coastal Bridge Advisors, LLC | 14,509 | $4.39M | 0.31% | −545−3.6% | Reduced |
| Cullen Capital Management LLC | 14,480 | $4.38M | 0.04% | −2,497−14.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,454 | $4.37M | 0.30% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 14,428 | $4.36M | 0.14% | +3,673+34.2% | Added |
| Wealthspire Advisors, LLC | 14,417 | $4.36M | 0.03% | +132+0.9% | Added |
| Los Angeles Capital Management LLC | 14,389 | $4.35M | 0.02% | −263,182−94.8% | Reduced |
| Hartline Investment Corp | 14,349 | $4.34M | 0.48% | +235+1.7% | Added |
| Brighton Jones LLC | 14,328 | $4.33M | 0.10% | +14,328 | New |
| MASTERINVEST Kapitalanlage GmbH | 14,325 | $4.33M | 0.45% | +578+4.2% | Added |
| Schonfeld Strategic Advisors LLC | 14,304 | $4.33M | 0.04% | +12,223+587.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,284 | $4.32M | 1.40% | −316−2.2% | Reduced |
| Winton Group Ltd | 14,185 | $4.29M | 0.15% | +14,185 | New |
| West Michigan Advisors, LLC | 14,126 | $4.27M | 0.94% | +4,420+45.5% | Added |
| FORA Capital, LLC | 14,114 | $4.27M | 0.31% | +14,114 | New |
| GAMMA Investing LLC | 14,093 | $4.26M | 0.20% | −364−2.5% | Reduced |
| Ritholtz Wealth Management | 14,077 | $4.26M | 0.07% | +78+0.6% | Added |
| Wright Investors Service Inc | 14,034 | $4.25M | 1.34% | −2,593−15.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 14,000 | $4.23M | 0.93% | +14,000 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,980 | $4.23M | 0.07% | +31+0.2% | Added |
| Brendel Financial Advisors LLC | 13,960 | $4.22M | 2.09% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 13,955 | $4.22M | 3.97% | −10,015−41.8% | Reduced |
| Joel Isaacson & Co., LLC | 13,942 | $4.22M | 0.14% | +56+0.4% | Added |
| Chicago Capital, LLC | 13,934 | $4.21M | 0.11% | +202+1.5% | Added |
| Journey Advisory Group, LLC | 13,863 | $4.19M | 0.36% | −503−3.5% | Reduced |
| Clear Trail Advisors, LLC | 13,840 | $4.19M | 0.70% | +323+2.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,833 | $4.18M | 0.98% | −2,270−14.1% | Reduced |
| Wynn Capital, LLC | 13,818 | $4.18M | 2.15% | −158−1.1% | Reduced |
| NorthRock Partners, LLC | 13,797 | $4.17M | 0.07% | −612−4.2% | Reduced |
| Sowell Financial Services LLC | 13,797 | $4.17M | 0.15% | +1,791+14.9% | Added |
| Parallel Advisors, LLC | 13,784 | $4.17M | 0.08% | +209+1.5% | Added |
| Kidder Stephen W | 13,730 | $4.15M | 1.22% | +2,612+23.5% | Added |
| EFG International AG | 13,705 | $4.15M | 0.09% | −6,207−31.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 13,704 | $4.15M | 0.54% | +124+0.9% | Added |
| Constitution Capital LLC | 13,675 | $4.14M | 2.07% | +400+3.0% | Added |
| Stonebridge Financial Group, LLC | 13,639 | $4.13M | 0.34% | +12,521+1,119.9% | Added |
| Stone Point Wealth LLC | 13,636 | $4.12M | 1.15% | −616−4.3% | Reduced |
| Legacy Financial Independent Advisors LLC | 13,624 | $4.12M | 2.14% | +13,624 | New |
| RFG Advisory, LLC | 13,613 | $4.12M | 0.08% | +523+4.0% | Added |
| Grandfield & Dodd, LLC | 13,386 | $4.05M | 0.23% | +100+0.8% | Added |
| Haverford Trust Co | 13,377 | $4.05M | 0.04% | −608−4.3% | Reduced |
| Bryn Mawr Trust Co | 13,369 | $4.04M | 0.10% | −236−1.7% | Reduced |
| Crestwood Advisors Group LLC | 13,277 | $4.02M | 0.07% | −990−6.9% | Reduced |
| Goelzer Investment Management, Inc. | 13,239 | $4.00M | 0.19% | −355−2.6% | Reduced |
| Central Pacific Bank - Trust Division | 13,223 | $4.00M | 0.51% | −66−0.5% | Reduced |
| Midwest Professional Planners, LTD. | 13,217 | $4.00M | 0.94% | +122+0.9% | Added |
| TCTC Holdings, LLC | 13,127 | $3.97M | 0.11% | −572−4.2% | Reduced |
| Change Path, LLC | 13,124 | $3.97M | 0.09% | −500−3.7% | Reduced |
| Empire Financial Management Company, LLC | 13,087 | $3.96M | 0.89% | −1,947−13.0% | Reduced |
| Buckhead Capital Management LLC | 13,054 | $3.95M | 1.49% | −236−1.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,049 | $3.95M | 0.27% | −101−0.8% | Reduced |
| Smith, Salley & Associates | 12,947 | $3.92M | 0.20% | −10.0% | Reduced |
| Occudo Quantitative Strategies LP | 12,047 | $3.89M | 0.21% | +12,047 | New |
| Fifth Third Wealth Advisors LLC | 12,829 | $3.88M | 0.13% | −712−5.3% | Reduced |
| Greenfield Savings Bank | 12,815 | $3.88M | 1.65% | −27−0.2% | Reduced |
| Strata Wealth Advisors, LLC | 12,801 | $3.87M | 1.06% | −43−0.3% | Reduced |
| XTX Topco Ltd | 12,764 | $3.86M | 0.07% | −455−3.4% | Reduced |
| Wedmont Private Capital | 12,172 | $3.85M | 0.12% | −123−1.0% | Reduced |
| Evercore Wealth Management, LLC | 12,652 | $3.83M | 0.06% | −1,229−8.9% | Reduced |
| Birmingham Capital Management Co Inc | 12,650 | $3.83M | 1.61% | −625−4.7% | Reduced |
| Horizon Investment Services, LLC | 12,571 | $3.80M | 1.32% | −350−2.7% | Reduced |
| Plimoth Trust Co LLC | 12,442 | $3.76M | 0.84% | +739+6.3% | Added |
| Investment Advisory Services Inc | 12,415 | $3.76M | 1.19% | −181−1.4% | Reduced |
| Mirabaud Asset Management Ltd | 12,501 | $3.72M | 3.06% | −9,517−43.2% | Reduced |
| Sargent Investment Group, LLC | 12,242 | $3.70M | 0.49% | +268+2.2% | Added |
| Woodbridge Co Ltd | 12,224 | $3.70M | 0.01% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 12,191 | $3.69M | 1.05% | +3,271+36.7% | Added |
| Conscious Wealth Investments, LLC | 11,181 | $3.68M | 2.05% | −38−0.3% | Reduced |
| Teachers Insurance & Annuity Association of America | 12,139 | $3.67M | 4.60% | −291−2.3% | Reduced |
| Karani Asset Management LLC | 12,093 | $3.66M | 3.20% | +214+1.8% | Added |
| BDF-Gestion | 12,086 | $3.66M | 0.49% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,029 | $3.64M | 0.10% | +1,419+13.4% | Added |
| Independent Investors Inc | 12,000 | $3.63M | 0.72% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 11,958 | $3.62M | 2.10% | −125−1.0% | Reduced |
| BCS Private Wealth Management, Inc. | 11,942 | $3.61M | 1.10% | +3,292+38.1% | Added |
| Compass Wealth Management LLC | 11,861 | $3.59M | 0.89% | −702−5.6% | Reduced |
| Columbia Asset Management | 11,794 | $3.57M | 0.68% | −64−0.5% | Reduced |
| Insight Inv LLC | 11,789 | $3.57M | 1.95% | −75−0.6% | Reduced |
| Pensionmark Financial Group, LLC | 11,776 | $3.56M | 0.06% | −70−0.6% | Reduced |
| Fiduciary Alliance LLC | 10,800 | $3.55M | 0.21% | −2,474−18.6% | Reduced |
| Old National Bancorp | 11,727 | $3.55M | 0.06% | −12,516−51.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 11,713 | $3.54M | 1.08% | +11,713 | New |
| Boston Common Asset Management, LLC | 11,625 | $3.52M | 0.23% | −134−1.1% | Reduced |
| Invesco, LLC | 11,596 | $3.51M | 1.23% | −44−0.4% | Reduced |
| Broderick Brian C | 11,580 | $3.50M | 0.65% | +1,677+16.9% | Added |
| Spartan Wealth Advisory Services LLC | 11,545 | $3.49M | 0.31% | +11,545 | New |
| Great Lakes Retirement, Inc. | 11,534 | $3.49M | 0.36% | −268−2.3% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.49M | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,526 | $3.49M | 0.11% | +276+2.5% | Added |
| Gsa Capital Partners LLP | 11,500 | $3.48M | 0.22% | +10,667+1,280.6% | Added |
| Capital International Ltd | 11,475 | $3.47M | 0.13% | +1,170+11.4% | Added |
| Game Plan Financial Advisors, LLC | 11,382 | $3.44M | 1.55% | −10−0.1% | Reduced |