Stock ownership · SEC 13F · Q4 2025
AMERICAN EXPRESS CO
Institutional ownership of AMERICAN EXPRESS CO (CUSIP 025816109) - who holds it, how concentrated it is, and what moved last quarter.
- $109.2M
- Reported value
- 19
- Institutions
- 97%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, AMERICAN EXPRESS CO ranks #121 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 19 institutions report $109.2M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 19
- institutions hold it
- $109.2M
- reported 13F value
- 97%
- held by top 5
- #121
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, AMERICAN EXPRESS CO ranks #121 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 025816109 · Q4 2025 $109M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-LIGHT · BOOK-FULL
- VALUE-HEAVY #121/775
- HOLDERS-NARROW 19 filers
- CONC-DOM 97% top-5
- PHOTO-FINISH VERTEX PHARMACEUTICA…
- ACTIVITY-LIGHT 1 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VERTEX PHARMACEUTICALS I
Read with: Ownership concentration guide - AMERICAN EXPRESS CO's top-five holders account for 97% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · AMERICAN EXPRESS CO
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
AMERICAN EXPRESS CO vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
19 Top 21% higher than 79% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a AMERICAN EXPRESS CO position has risen from 16 to 19 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | GFI Investment Counsel Ltd. | 203,789 | $75.4M | 69.0% |
| 2 | Pacer Advisors, Inc. | 42,809 | $15.8M | 14.5% |
| 3 | Banque Transatlantique SA | 26,652 | $9.8M | 9.0% |
| 4 | Anchor Investment Management, LLC | 8,765 | $3.2M | 3.0% |
| 5 | ARWA LLC | 3,984 | $1.5M | 1.3% |
| 6 | THRYVE WEALTH MANAGEMENT LLC | 1,812 | $670K | 0.6% |
| 7 | Tempo Wealth, LLC | 1,649 | $610K | 0.6% |
| 8 | GROUPAMA ASSET MANAGMENT | 1,104 | $408K | 0.4% |
| 9 | Astoria Portfolio Advisors LLC. | 1,251 | $402K | 0.4% |
| 10 | OakTrust Wealth Advisors, LLC | 899 | $333K | 0.3% |
| 11 | Nolet Wealth Management, LLC | 768 | $284K | 0.3% |
| 12 | KW WEALTH MANAGEMENT LLC | 608 | $225K | 0.2% |
| 13 | DGS Capital Management, LLC | 578 | $214K | 0.2% |
| 14 | Bell Investment Advisors, Inc | 423 | $156K | 0.1% |
| 15 | CHELSEA COUNSEL CO | 200 | $74K | 0.1% |
| 16 | Strategic Investment Solutions, Inc. /IL | 136 | $50K | 0.0% |
| 17 | MidFirst Bank | 301 | $6K | 0.0% |
| 18 | TD Capital Management LLC | 10 | $4K | 0.0% |
| 19 | SG Trading Solutions, LLC | 2,457 | $909 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among AMERICAN EXPRESS CO's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (1)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for AMERICAN EXPRESS CO: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($109.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (19 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.