American Express Co

UNITED CAPITAL FINANCIAL ADVISORS, LLC AXP

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

130,661

Value ($000)

48,338

Weight

0.3%

2013 Q4 - 2025 Q4 (28 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/17/2026	48,338	0.3%	130,661	12/31/2025
2025 Q3	11/14/2025	40,998	0.3%	123,428	9/30/2025
2025 Q2	8/11/2025	31,040	0.3%	97,311	6/30/2025
2025 Q1	5/13/2025	26,267	0.2%	97,627	3/31/2025
2024 Q4	2/13/2025	29,444	0.2%	99,209	12/31/2024
2024 Q3	11/12/2024	27,203	0.2%	100,305	9/30/2024
2024 Q2	8/14/2024	23,625	0.2%	102,031	6/30/2024
2024 Q1	5/15/2024	28,713	0.2%	126,108	3/31/2024
2023 Q4	2/14/2024	24,144	0.2%	128,881	12/31/2023
2023 Q3	11/14/2023	19,036	0.1%	127,593	9/30/2023
2023 Q2	8/14/2023	24,985	0.1%	143,429	6/30/2023
2023 Q1	8/15/2023	24,904	0.1%	150,977	3/31/2023
2022 Q4	2/15/2023	22,323	0.1%	151,088	12/31/2022
2022 Q3	11/14/2022	20,522	0.1%	152,119	9/30/2022
2022 Q2	8/11/2022	20,702	0.1%	149,345	6/30/2022
2022 Q1	5/16/2022	27,821	0.1%	148,777	3/31/2022
2021 Q4	2/14/2022	26,606	0.1%	162,631	12/31/2021
2021 Q3	11/15/2021	28,313	0.1%	169,001	9/30/2021
2021 Q2	8/13/2021	28,378	0.1%	171,748	6/30/2021
2021 Q1	5/14/2021	24,370	0.1%	172,299	3/31/2021
2020 Q4	2/17/2021	21,276	0.1%	175,969	12/31/2020
2020 Q3	11/13/2020	18,106	0.1%	180,609	9/30/2020
2020 Q2	8/13/2020	17,035	0.1%	178,942	6/30/2020
2020 Q1	8/11/2020	15,330	0.1%	179,067	3/31/2020
2019 Q4	2/14/2020	23,150	0.1%	185,962	12/31/2019
2019 Q3	2/14/2020	21,271	0.1%	179,834	9/30/2019
2014 Q1	5/14/2014	3,146	0.1%	34,940	3/31/2014
2013 Q4	2/20/2014	2,092	0.1%	23,052	12/31/2013