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, Q2 2023
Institutional positions in American Express Co as of Jun 30, 2023. 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
- 2,048
- +8 vs. Q1 2023
- Shares held
- 620.1M
- −5.97M (−1.0%) vs. Q1 2023
- Total value
- $107.9B
- +$5.06B (+4.9%) vs. Q1 2023
- New holders
- 134
- 733 more added
- Sold out
- 126
- 776 more reduced
16 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 50,757 | $4 | 0.00% | +50,757 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $2.00K | 0.00% | +13 | New |
| BOK Financial Private Wealth, Inc. | 14 | $2.44K | 0.00% | −34−70.8% | Reduced |
| Focused Wealth Management, Inc | 15 | $2.61K | 0.00% | −210−93.3% | Reduced |
| Carolina Wealth Advisors, LLC | 16 | $2.79K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $3.14K | 0.00% | +18 | New |
| NewSquare Capital LLC | 19 | $3.31K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $3.48K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 25 | $4.00K | 0.00% | +25 | New |
| PayPay Securities Corp | 24 | $4.18K | 0.26% | −3−11.1% | Reduced |
| True Wealth Design, LLC | 25 | $4.43K | 0.00% | −16−39.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 29 | $4.97K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $5.10K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 30 | $5.23K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $5.57K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 36 | $6.00K | 0.00% | −825−95.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 38 | $6.03K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 35 | $6.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $6.27K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 40 | $6.97K | 0.01% | −72−64.3% | Reduced |
| Gables Capital Management Inc. | 40 | $6.97K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $7.14K | 0.00% | +41 | New |
| HighMark Wealth Management LLC | 42 | $7.29K | 0.01% | −11−20.8% | Reduced |
| Stone House Investment Management, LLC | 42 | $7.29K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $7.32K | 0.00% | −95−69.3% | Reduced |
| Horrell Capital Management, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 48 | $8.36K | 0.00% | +7+17.1% | Added |
| Antonetti Capital Management LLC | 50 | $8.71K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $8.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $8.88K | 0.00% | −14−21.5% | Reduced |
| JJJ Advisors Inc. | 53 | $9.23K | 0.00% | −35−39.8% | Reduced |
| TSFG, LLC | 60 | $10.0K | 0.00% | +18+42.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 58 | $10.1K | 0.00% | −35−37.6% | Reduced |
| Baldwin Brothers Inc | 66 | $11.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 69 | $12.0K | 0.00% | +4+6.2% | Added |
| DB Wealth Management Group, LLC | 78 | $13.6K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 83 | $14.5K | 0.01% | +83 | New |
| Beacon Capital Management, LLC | 87 | $15.1K | 0.00% | +1+1.2% | Added |
| Winch Advisory Services, LLC | 99 | $17.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $17.4K | 0.01% | −72−41.9% | Reduced |
| Timber Creek Capital Management LLC | 100 | $17.4K | 0.01% | −50−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 105 | $18.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $18.3K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $18.3K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 107 | $18.6K | 0.01% | +107 | New |
| Sofos Investments, Inc. | 174 | $18.7K | 0.08% | +9+5.5% | Added |
| Bray Capital Advisors | 108 | $18.8K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 122 | $21.0K | 0.00% | −55−31.1% | Reduced |
| Archer Investment Corp | 129 | $22.5K | 0.01% | −621−82.8% | Reduced |
| Raffa Wealth Management, LLC | 130 | $22.6K | 0.01% | −475−78.5% | Reduced |
| Abound Wealth Management | 130 | $22.7K | 0.01% | +11+9.2% | Added |
| Credential Qtrade Securities Inc. | 143 | $24.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 154 | $25.1K | 0.01% | −422−73.3% | Reduced |
| Tradewinds Capital Management, LLC | 150 | $26.1K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 150 | $26.1K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 152 | $27.0K | 0.00% | −2−1.3% | Reduced |
| Tyler-Stone Wealth Management | 155 | $27.0K | 0.02% | +155 | New |
| 25 LLC | 159 | $27.7K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 160 | $27.8K | 0.02% | −8−4.8% | Reduced |
| PSI Advisors, LLC | 160 | $27.9K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 171 | $29.0K | 0.01% | −40−19.0% | Reduced |
| Annapolis Financial Services, LLC | 169 | $29.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 179 | $31.2K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 183 | $31.9K | 0.01% | +178+3,560.0% | Added |
| Dividend Assets Capital, LLC | 186 | $32.0K | 0.01% | −329−63.9% | Reduced |
| Rocky Mountain Advisers, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 197 | $34.0K | 0.00% | +196+19,600.0% | Added |
| Column Capital Advisors, LLC | 198 | $34.5K | 0.00% | −19−8.8% | Reduced |
| Chelsea Counsel Co | 200 | $34.8K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $34.8K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $34.8K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $34.8K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 201 | $35.0K | 0.01% | +201 | New |
| Jackson, Grant Investment Advisers, Inc. | 203 | $35.4K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 203 | $35.5K | 0.03% | −17−7.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 222 | $38.7K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 225 | $39.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 229 | $39.9K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 230 | $40.1K | 0.01% | +19+9.0% | Added |
| Atlas Capital Advisors LLC | 234 | $40.8K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 248 | $43.3K | 0.04% | +11+4.6% | Added |
| Institutional & Family Asset Management, LLC | 251 | $43.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 258 | $44.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 269 | $46.9K | 0.02% | +30+12.6% | Added |
| AllSquare Wealth Management LLC | 299 | $47.2K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 272 | $47.4K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 275 | $47.9K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 279 | $48.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $48.8K | 0.05% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 281 | $49.0K | 0.02% | +281 | New |
| Vestor Capital, LLC | 290 | $51.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 293 | $51.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 296 | $52.0K | 0.04% | −128−30.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 297 | $52.0K | 0.00% | +297 | New |
| WFA of San Diego, LLC | 299 | $52.1K | 0.05% | +299 | New |
| Tilia Fiduciary Partners, Inc. | 300 | $52.3K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 317 | $55.2K | 0.01% | +8+2.6% | Added |