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 |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 4,548 | $792.0K | 0.56% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,575 | $797.0K | 0.11% | −152−3.2% | Reduced |
| Profit Investment Management, LLC | 4,585 | $798.7K | 0.52% | +13+0.3% | Added |
| Ignite Planners, LLC | 4,705 | $799.0K | 0.31% | +98+2.1% | Added |
| Sentry LLC | 4,591 | $799.8K | 0.17% | 00.0% | Unchanged |
| First National Bank of South Miami | 4,600 | $801.3K | 0.64% | −752−14.1% | Reduced |
| UniSuper Management Pty Ltd | 4,600 | $801.3K | 0.01% | +4,600 | New |
| Advisors Capital Management, LLC | 4,632 | $807.0K | 0.02% | +188+4.2% | Added |
| Hall Capital Management Co Inc | 4,656 | $811.1K | 0.46% | +648+16.2% | Added |
| Leonteq Securities AG | 4,657 | $811.2K | 0.08% | −11,103−70.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,673 | $814.1K | 0.06% | −1,058−18.5% | Reduced |
| Guardian Investment Management | 4,692 | $817.3K | 0.70% | +4,692 | New |
| Kistler-Tiffany Companies, LLC | 4,700 | $818.7K | 0.13% | −12−0.3% | Reduced |
| Fred Alger Management, LLC | 4,706 | $819.8K | 0.00% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,714 | $821.2K | 0.44% | +35+0.7% | Added |
| Papp L Roy & Associates | 4,716 | $821.5K | 0.11% | −500−9.6% | Reduced |
| Tufton Capital Management | 4,735 | $824.8K | 0.18% | 00.0% | Unchanged |
| First Foundation Advisors | 4,767 | $830.4K | 0.04% | +164+3.6% | Added |
| North Star Investment Management Corp. | 4,780 | $832.6K | 0.07% | +50+1.1% | Added |
| S.A. Mason LLC | 5,053 | $833.4K | 0.61% | 00.0% | Unchanged |
| Leisure Capital Management | 4,809 | $837.7K | 0.46% | −221−4.4% | Reduced |
| Washington Trust Co | 4,830 | $841.4K | 0.04% | −142−2.9% | Reduced |
| Pflug Koory, LLC | 4,833 | $841.9K | 0.43% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,859 | $846.4K | 0.05% | +260+5.7% | Added |
| Financial Counselors Inc | 4,863 | $847.0K | 0.02% | −16−0.3% | Reduced |
| Crestwood Advisors Group LLC | 4,871 | $848.5K | 0.03% | −201−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,877 | $849.6K | 0.14% | −186−3.7% | Reduced |
| Resources Management Corp | 4,895 | $853.0K | 0.13% | +4,295+715.8% | Added |
| Confluence Wealth Services, Inc. | 4,897 | $853.1K | 0.18% | +75+1.6% | Added |
| BDO Wealth Advisors, LLC | 4,898 | $853.2K | 0.10% | +2,993+157.1% | Added |
| Oak Grove Capital LLC | 4,919 | $856.9K | 0.31% | +15+0.3% | Added |
| Aspiriant, LLC | 4,920 | $857.1K | 0.04% | −266−5.1% | Reduced |
| Caxton Associates LP | 4,931 | $859.0K | 0.13% | +4,931 | New |
| Capital Management Associates | 4,955 | $863.2K | 1.27% | −29−0.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,960 | $864.0K | 0.19% | +868+21.2% | Added |
| Waldron Private Wealth LLC | 4,975 | $866.6K | 0.04% | −752−13.1% | Reduced |
| Linscomb & Williams, Inc. | 4,990 | $869.3K | 0.05% | +10.0% | Added |
| Monetta Financial Services Inc | 5,000 | $871.0K | 0.85% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,000 | $871.0K | 0.20% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,013 | $873.0K | 0.07% | 00.0% | Unchanged |
| NBT Bank N A | 5,037 | $877.4K | 0.13% | −120−2.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,057 | $880.9K | 0.09% | +5,057 | New |
| Summit Global Investments | 5,056 | $881.0K | 0.06% | +1,649+48.4% | Added |
| Parkside Financial Bank & Trust | 5,070 | $883.2K | 0.21% | +6+0.1% | Added |
| Wealthspire Advisors, LLC | 5,073 | $883.8K | 0.01% | −5−0.1% | Reduced |
| Dakota Wealth Management | 5,091 | $886.8K | 0.04% | +542+11.9% | Added |
| Lawson Kroeker Investment Management Inc | 5,109 | $890.0K | 0.21% | −20−0.4% | Reduced |
| Algert Global LLC | 5,112 | $890.5K | 0.04% | 00.0% | Unchanged |
| Weik Capital Management | 5,168 | $900.3K | 0.43% | +25+0.5% | Added |
| Bedel Financial Consulting, Inc. | 5,178 | $902.0K | 0.19% | −10.0% | Reduced |
| Vectors Research Management, LLC | 5,209 | $907.0K | 0.26% | +33+0.6% | Added |
| Independent Financial Group, LLC | 5,213 | $908.1K | 0.06% | +277+5.6% | Added |
| Cumberland Partners Ltd | 5,250 | $914.5K | 0.08% | +3,250+162.5% | Added |
| Guyasuta Investment Advisors Inc | 5,255 | $915.4K | 0.07% | −200−3.7% | Reduced |
| IHT Wealth Management, LLC | 5,260 | $916.2K | 0.05% | −915−14.8% | Reduced |
| Lewis Capital Management, LLC | 5,272 | $918.4K | 1.32% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 5,418 | $920.1K | 0.12% | −4,180−43.6% | Reduced |
| Hohimer Wealth Management, LLC | 5,282 | $920.1K | 0.25% | −207−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,299 | $923.1K | 0.07% | +698+15.2% | Added |
| TCI Wealth Advisors, Inc. | 5,367 | $934.9K | 0.12% | +319+6.3% | Added |
| Allworth Financial LP | 5,393 | $939.4K | 0.01% | +320+6.3% | Added |
| Amica Retiree Medical Trust | 5,403 | $941.0K | 1.05% | −741−12.1% | Reduced |
| Sargent Investment Group, LLC | 5,408 | $942.1K | 0.23% | −27−0.5% | Reduced |
| Crewe Advisors LLC | 5,417 | $943.6K | 0.13% | −280−4.9% | Reduced |
| Pecaut & Co. | 5,427 | $945.4K | 0.40% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 5,458 | $950.8K | 0.70% | −34−0.6% | Reduced |
| First Command Bank | 5,479 | $954.4K | 0.09% | −75−1.4% | Reduced |
| First Command Financial Services, Inc. | 5,479 | $954.4K | 0.09% | −75−1.4% | Reduced |
| Icon Advisers Inc | 5,500 | $958.1K | 0.24% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,519 | $961.4K | 0.65% | −58−1.0% | Reduced |
| Harvest Volatility Management LLC | 5,519 | $961.4K | 0.19% | +208+3.9% | Added |
| Daymark Wealth Partners, LLC | 5,557 | $968.0K | 0.07% | +5,557 | New |
| Lavaca Capital LLC | 5,566 | $969.6K | 0.30% | −718−11.4% | Reduced |
| Desjardins Global Asset Management Inc. | 5,569 | $969.8K | 0.11% | +447+8.7% | Added |
| Strategic Advisors LLC | 5,636 | $981.8K | 0.19% | +100+1.8% | Added |
| Flagship Harbor Advisors, LLC | 5,647 | $983.6K | 0.08% | −185−3.2% | Reduced |
| Northcape Wealth Management, LLC | 5,659 | $985.8K | 0.36% | 00.0% | Unchanged |
| Thomas White International Ltd | 5,678 | $989.1K | 0.21% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,686 | $990.5K | 0.19% | +26+0.5% | Added |
| Spinnaker Trust | 5,719 | $996.3K | 0.07% | −100−1.7% | Reduced |
| Highline Wealth Partners LLC | 5,777 | $1.01M | 0.63% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,779 | $1.01M | 0.01% | −470−7.5% | Reduced |
| Symphony Financial, Ltd. Co. | 5,867 | $1.01M | 0.25% | +177+3.1% | Added |
| Wealth Alliance | 5,804 | $1.01M | 0.15% | +208+3.7% | Added |
| Ellis Investment Partners, LLC | 5,847 | $1.02M | 0.25% | +14+0.2% | Added |
| Spears Abacus Advisors LLC | 5,852 | $1.02M | 0.08% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,858 | $1.02M | 0.91% | +15+0.3% | Added |
| Laurel Wealth Advisors LLC | 5,952 | $1.04M | 0.21% | −284−4.6% | Reduced |
| Parisi Gray Wealth Management | 6,301 | $1.04M | 0.47% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,978 | $1.04M | 0.02% | +483+8.8% | Added |
| Cornerstone Planning Group LLC | 5,993 | $1.04M | 0.41% | +5,993 | New |
| Weil Company, Inc. | 6,000 | $1.05M | 0.47% | 00.0% | Unchanged |
| Ledyard National Bank | 6,048 | $1.05M | 0.11% | −107−1.7% | Reduced |
| Continuum Advisory, LLC | 6,058 | $1.06M | 0.17% | +35+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 6,068 | $1.06M | 0.01% | −177,955−96.7% | Reduced |
| KRS Capital Management, LLC | 6,097 | $1.06M | 1.06% | +110+1.8% | Added |
| Harbour Investments, Inc. | 6,129 | $1.07M | 0.05% | −292−4.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,130 | $1.07M | 0.03% | +133+2.2% | Added |
| Great West Life Assurance Co | 6,107 | $1.07M | 0.00% | −66,549−91.6% | Reduced |
| Paragon Private Wealth Management, LLC | 6,139 | $1.07M | 0.85% | −761−11.0% | Reduced |