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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 6,153 | $1.07M | 0.03% | +544+9.7% | Added |
| WealthTrust Axiom LLC | 6,153 | $1.07M | 0.36% | 00.0% | Unchanged |
| Private Trust Co NA | 6,163 | $1.07M | 0.14% | +1,148+22.9% | Added |
| Hartford Funds Management Co LLC | 6,165 | $1.07M | 0.11% | +719+13.2% | Added |
| Washington Trust Advisors, Inc. | 6,191 | $1.08M | 0.10% | −2,376−27.7% | Reduced |
| Global Retirement Partners, LLC | 6,217 | $1.08M | 0.05% | −347−5.3% | Reduced |
| Becker Capital Management Inc | 6,243 | $1.09M | 0.04% | −20−0.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,359 | $1.11M | 0.26% | −283−4.3% | Reduced |
| Aurora Private Wealth, Inc. | 6,362 | $1.11M | 1.26% | −297−4.5% | Reduced |
| S&CO Inc | 6,386 | $1.11M | 0.09% | 00.0% | Unchanged |
| Derbend Asset Management | 6,405 | $1.12M | 0.76% | +284+4.6% | Added |
| Mutual Advisors, LLC | 6,409 | $1.12M | 0.04% | +296+4.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,426 | $1.12M | 0.26% | −92−1.4% | Reduced |
| SageView Advisory Group, LLC | 6,435 | $1.12M | 0.06% | −1,176−15.5% | Reduced |
| Mather Group, LLC. | 6,444 | $1.12M | 0.02% | +996+18.3% | Added |
| Davis Investment Partners, LLC | 6,351 | $1.12M | 0.54% | +6,351 | New |
| Mark Stevens | 6,458 | $1.12M | 0.14% | +216+3.5% | Added |
| We Are One Seven, LLC | 6,480 | $1.13M | 0.10% | −571−8.1% | Reduced |
| Carr Financial Group Corp | 6,480 | $1.13M | 0.45% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,528 | $1.14M | 0.10% | +153+2.4% | Added |
| Coronation Fund Managers Ltd. | 6,533 | $1.14M | 0.03% | +78+1.2% | Added |
| IPG Investment Advisors LLC | 6,537 | $1.14M | 0.25% | +5,150+371.3% | Added |
| Duff & Phelps Investment Management Co | 6,555 | $1.14M | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,565 | $1.15M | 0.10% | −2,163−24.8% | Reduced |
| Principle Wealth Partners LLC | 6,584 | $1.15M | 0.12% | +225+3.5% | Added |
| Engineers Gate Manager LP | 6,602 | $1.15M | 0.04% | +2,606+65.2% | Added |
| Diligent Investors, LLC | 6,676 | $1.16M | 0.34% | +1,175+21.4% | Added |
| Vetamer Capital Management, L.P. | 6,719 | $1.17M | 1.81% | −3,247−32.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,735 | $1.17M | 0.12% | +360+5.6% | Added |
| Wade G W & Inc | 6,755 | $1.18M | 0.04% | +27+0.4% | Added |
| Busey Wealth Management | 6,769 | $1.18M | 0.05% | −392−5.5% | Reduced |
| Icon Wealth Partners, LLC | 6,771 | $1.18M | 0.12% | +104+1.6% | Added |
| Segall Bryant & Hamill, LLC | 6,777 | $1.18M | 0.01% | +51+0.8% | Added |
| Penserra Capital Management LLC | 6,799 | $1.18M | 0.02% | +3,895+134.1% | Added |
| Smithfield Trust Co | 6,820 | $1.19M | 0.07% | −322−4.5% | Reduced |
| CMT Capital Markets Trading GmbH | 6,822 | $1.19M | 0.49% | −2,765−28.8% | Reduced |
| First Horizon Advisors, Inc. | 6,841 | $1.19M | 0.04% | +2,394+53.8% | Added |
| Patten & Patten Inc | 6,862 | $1.20M | 0.10% | −84−1.2% | Reduced |
| SOA Wealth Advisors, LLC. | 6,871 | $1.20M | 0.28% | −42−0.6% | Reduced |
| Piscataqua Savings Bank | 6,877 | $1.20M | 0.98% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,884 | $1.20M | 0.78% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,888 | $1.20M | 0.03% | −14,834−68.3% | Reduced |
| Beacon Financial Group | 6,972 | $1.20M | 0.16% | +70+1.0% | Added |
| SRN Advisors, LLC | 6,906 | $1.20M | 1.07% | −650−8.6% | Reduced |
| NFJ Investment Group, LLC | 6,929 | $1.21M | 0.03% | −2,629−27.5% | Reduced |
| Trust Asset Management LLC | 6,944 | $1.21M | 0.13% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 6,964 | $1.21M | 0.05% | −18−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 6,964 | $1.21M | 0.14% | +1,900+37.5% | Added |
| Townsend & Associates, Inc | 7,318 | $1.22M | 0.31% | +578+8.6% | Added |
| Edentree Asset Management Ltd | 7,000 | $1.22M | 0.42% | +7,000 | New |
| Telemus Capital, LLC | 6,999 | $1.22M | 0.10% | −116−1.6% | Reduced |
| McAdam, LLC | 7,064 | $1.23M | 0.10% | +153+2.2% | Added |
| Insight Advisors, LLC | 7,077 | $1.23M | 0.28% | −11−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,077 | $1.23M | 0.05% | −254−3.5% | Reduced |
| Transatlantique Private Wealth LLC | 7,128 | $1.24M | 0.65% | −15−0.2% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.24M | 0.51% | 00.0% | Unchanged |
| Veracity Capital LLC | 7,172 | $1.25M | 0.53% | +10+0.1% | Added |
| Clarius Group, LLC | 7,191 | $1.25M | 0.10% | −136−1.9% | Reduced |
| Symmetry Partners, LLC | 7,193 | $1.25M | 0.07% | +376+5.5% | Added |
| Connolly Sarah T. | 7,200 | $1.25M | 0.76% | −85−1.2% | Reduced |
| Balentine LLC | 7,200 | $1.25M | 0.04% | +8+0.1% | Added |
| Fort Point Capital Partners LLC | 7,212 | $1.26M | 0.19% | +15+0.2% | Added |
| Cigna Investments Inc | 7,215 | $1.26M | 0.23% | −58−0.8% | Reduced |
| Lee Danner & Bass Inc | 7,223 | $1.26M | 0.11% | +12+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $1.26M | 0.09% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 7,249 | $1.26M | 0.62% | +83+1.2% | Added |
| Auxier Asset Management | 7,273 | $1.27M | 0.21% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,287 | $1.27M | 0.12% | +75+1.0% | Added |
| Foundations Investment Advisors, LLC | 7,292 | $1.27M | 0.04% | +3,235+79.7% | Added |
| ING Groep NV | 7,337 | $1.28M | 0.01% | −9,531−56.5% | Reduced |
| Woodstock Corp | 7,350 | $1.28M | 0.15% | −888−10.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,352 | $1.28M | 0.67% | +7,312+18,280.0% | Added |
| Karpas Strategies, LLC | 7,395 | $1.29M | 0.43% | −341−4.4% | Reduced |
| Lumature Wealth Partners, LLC | 7,410 | $1.29M | 0.77% | −43−0.6% | Reduced |
| Signature Wealth Management Group | 7,425 | $1.29M | 0.60% | −175−2.3% | Reduced |
| Joel Isaacson & Co., LLC | 7,433 | $1.29M | 0.09% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,829 | $1.30M | 0.14% | −147−1.8% | Reduced |
| Chesapeake Wealth Management | 7,488 | $1.30M | 0.51% | −107−1.4% | Reduced |
| AXS Investments LLC | 7,556 | $1.32M | 0.35% | +706+10.3% | Added |
| Associated Banc-Corp | 7,606 | $1.32M | 0.05% | −62−0.8% | Reduced |
| Paradigm Financial Partners, LLC | 7,608 | $1.33M | 0.36% | +444+6.2% | Added |
| Beach Investment Counsel Inc | 7,633 | $1.33M | 0.16% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,683 | $1.34M | 0.03% | −826−9.7% | Reduced |
| Bank of Hawaii | 7,689 | $1.34M | 0.07% | −30.0% | Reduced |
| Summit Trail Advisors, LLC | 7,710 | $1.34M | 0.05% | +1,809+30.7% | Added |
| Natixis | 7,720 | $1.34M | 0.01% | +7,720 | New |
| Fund Management at Engine No. 1 LLC | 7,741 | $1.35M | 0.25% | +520+7.2% | Added |
| Qtron Investments LLC | 7,759 | $1.35M | 0.26% | −1,319−14.5% | Reduced |
| Wealth Advisors, Inc. | 7,786 | $1.36M | 0.58% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 7,812 | $1.36M | 0.41% | +450+6.1% | Added |
| Community Bank, N.A. | 7,865 | $1.37M | 0.18% | −153−1.9% | Reduced |
| Veriti Management LLC | 7,909 | $1.38M | 0.15% | −1,653−17.3% | Reduced |
| Excalibur Management Corp | 7,911 | $1.38M | 0.70% | −150−1.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,933 | $1.38M | 0.47% | −227−2.8% | Reduced |
| Greenwood Gearhart Inc | 7,958 | $1.39M | 0.16% | −65−0.8% | Reduced |
| RFG Advisory, LLC | 7,976 | $1.39M | 0.06% | −18−0.2% | Reduced |
| Stokes Family Office, LLC | 7,999 | $1.39M | 0.16% | +87+1.1% | Added |
| Union Heritage Capital, LLC | 8,000 | $1.39M | 0.75% | 00.0% | Unchanged |
| Pitcairn Co | 8,009 | $1.40M | 0.12% | −64−0.8% | Reduced |
| EFG Asset Management (North America) Corp. | 8,080 | $1.41M | 0.30% | −2,945−26.7% | Reduced |