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 |
|---|---|---|---|---|---|
| McMillion Capital Management Inc | 8,090 | $1.41M | 1.25% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,101 | $1.41M | 0.06% | −130−1.6% | Reduced |
| Triad Investment Management | 8,138 | $1.42M | 1.97% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8,145 | $1.42M | 0.05% | +159+2.0% | Added |
| FineMark National Bank & Trust | 8,190 | $1.43M | 0.06% | −391−4.6% | Reduced |
| Anchor Investment Management, LLC | 8,196 | $1.43M | 0.18% | −2,025−19.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,285 | $1.43M | 0.04% | −530−6.0% | Reduced |
| Grimes & Company, Inc. | 8,221 | $1.43M | 0.05% | −45−0.5% | Reduced |
| Tudor Investment Corp Et Al | 8,230 | $1.43M | 0.02% | +8,230 | New |
| Palisade Asset Management, LLC | 8,248 | $1.44M | 0.17% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,254 | $1.44M | 0.07% | +318+4.0% | Added |
| Osborne Partners Capital Management, LLC | 8,261 | $1.44M | 0.10% | −53−0.6% | Reduced |
| Rathbone Brothers plc | 8,276 | $1.44M | 0.01% | −281−3.3% | Reduced |
| Massmutual Trust Co FSB | 8,277 | $1.44M | 0.05% | +70+0.9% | Added |
| Insigneo Advisory Services, LLC | 8,308 | $1.45M | 0.28% | +4,392+112.2% | Added |
| Boltwood Capital Management | 8,325 | $1.45M | 0.52% | −55−0.7% | Reduced |
| Oldfather Financial Services, LLC | 8,326 | $1.45M | 0.71% | −300−3.5% | Reduced |
| BancorpSouth Bank | 8,326 | $1.45M | 0.13% | +888+11.9% | Added |
| Citizens National Bank Trust Department | 8,371 | $1.46M | 0.39% | +5,476+189.2% | Added |
| Amarillo National Bank | 8,374 | $1.46M | 0.28% | −15−0.2% | Reduced |
| Altshuler Shaham Ltd | 8,384 | $1.46M | 0.03% | −4,223−33.5% | Reduced |
| Harbor Capital Advisors, Inc. | 8,391 | $1.46M | 0.29% | 00.0% | Unchanged |
| Invst, LLC | 8,477 | $1.48M | 0.21% | −69−0.8% | Reduced |
| Hiddenite Capital Partners LP | 8,500 | $1.48M | 1.90% | +8,500 | New |
| Rothschild Investment Corp | 8,510 | $1.48M | 0.12% | +118+1.4% | Added |
| Investors Asset Management of Georgia Inc | 8,550 | $1.49M | 0.77% | 00.0% | Unchanged |
| Strategic Investment Advisors | 8,575 | $1.49M | 0.21% | −68−0.8% | Reduced |
| United Asset Strategies, Inc. | 8,582 | $1.49M | 0.19% | +23+0.3% | Added |
| Coastal Bridge Advisors, LLC | 8,615 | $1.50M | 0.37% | +62+0.7% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.50M | 0.14% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 8,619 | $1.50M | 0.55% | +194+2.3% | Added |
| Wedmont Private Capital | 8,677 | $1.50M | 0.16% | +2,024+30.4% | Added |
| HBK Sorce Advisory LLC | 8,645 | $1.51M | 0.06% | −70−0.8% | Reduced |
| Taylor Frigon Capital Management LLC | 8,652 | $1.51M | 0.74% | −72−0.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,656 | $1.51M | 0.55% | −101−1.2% | Reduced |
| Western Wealth Management, LLC | 8,677 | $1.51M | 0.13% | −49−0.6% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.52M | 0.32% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,758 | $1.53M | 0.06% | +196+2.3% | Added |
| Beaumont Financial Advisors, LLC | 8,760 | $1.53M | 0.14% | +116+1.3% | Added |
| Barden Capital Management, Inc. | 8,778 | $1.53M | 1.68% | −1,211−12.1% | Reduced |
| Simmons Bank | 8,782 | $1.53M | 0.13% | −108−1.2% | Reduced |
| Jones Financial Companies LLLP | 8,791 | $1.53M | 0.00% | −327−3.6% | Reduced |
| Merit Financial Group, LLC | 8,849 | $1.54M | 0.05% | +1,255+16.5% | Added |
| Berkshire Asset Management LLC | 8,877 | $1.55M | 0.09% | +10.0% | Added |
| Equitable Holdings, Inc. | 8,882 | $1.55M | 0.02% | +3,941+79.8% | Added |
| RNC Capital Management LLC | 8,884 | $1.55M | 0.09% | −1,010−10.2% | Reduced |
| Ingalls & Snyder LLC | 8,950 | $1.56M | 0.08% | +750+9.1% | Added |
| Argent Advisors, Inc. | 8,958 | $1.56M | 0.72% | +254+2.9% | Added |
| J.W. Cole Advisors, Inc. | 8,967 | $1.56M | 0.11% | −2,155−19.4% | Reduced |
| F/M Investments LLC | 9,028 | $1.57M | 1.16% | +9,028 | New |
| Fulton Bank, N.A. | 9,041 | $1.57M | 0.08% | −20−0.2% | Reduced |
| Hyman Charles D | 9,048 | $1.58M | 0.10% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,066 | $1.58M | 0.09% | −739−7.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 9,108 | $1.59M | 0.73% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 9,111 | $1.59M | 1.14% | +37+0.4% | Added |
| Advisory Research Inc | 9,141 | $1.59M | 0.20% | +1,079+13.4% | Added |
| Cape Cod Five Cents Savings Bank | 9,152 | $1.59M | 0.17% | −34−0.4% | Reduced |
| Hartline Investment Corp | 9,181 | $1.60M | 0.27% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 9,204 | $1.60M | 1.41% | +406+4.6% | Added |
| CenterBook Partners LP | 9,229 | $1.61M | 0.20% | −14,594−61.3% | Reduced |
| Laffer Tengler Investments | 9,239 | $1.61M | 0.43% | +350+3.9% | Added |
| Signet Investment Advisory Group, Inc. | 9,250 | $1.61M | 1.06% | −650−6.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.61M | 0.20% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 9,267 | $1.61M | 0.31% | +18+0.2% | Added |
| Trustco Bank Corp N Y | 9,284 | $1.62M | 1.74% | +73+0.8% | Added |
| Kathleen S. Wright Associates Inc. | 9,299 | $1.62M | 1.03% | −5,900−38.8% | Reduced |
| NTV Asset Management LLC | 9,310 | $1.62M | 0.28% | +625+7.2% | Added |
| VisionPoint Advisory Group, LLC | 9,310 | $1.62M | 0.66% | +530+6.0% | Added |
| Woodmont Investment Counsel LLC | 9,318 | $1.62M | 0.17% | −300−3.1% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $1.62M | 1.11% | +6,138+192.4% | Added |
| Gateway Investment Advisers LLC | 9,349 | $1.63M | 0.02% | −117−1.2% | Reduced |
| Berkshire Bank | 9,446 | $1.65M | 0.45% | +81+0.9% | Added |
| Carl P. Sherr & Co., LLC | 9,545 | $1.66M | 1.09% | +20.0% | Added |
| Applied Capital LLC | 9,584 | $1.67M | 1.58% | −30.0% | Reduced |
| HRT Financial LP | 9,615 | $1.67M | 0.02% | +9,615 | New |
| Linker Capital Management Inc. | 9,650 | $1.68M | 1.77% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 9,680 | $1.69M | 0.06% | +8,005+477.9% | Added |
| Moors & Cabot, Inc. | 9,680 | $1.69M | 0.11% | −1,387−12.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,690 | $1.69M | 1.14% | −1,007−9.4% | Reduced |
| Institute for Wealth Management, LLC. | 9,705 | $1.69M | 0.30% | −61−0.6% | Reduced |
| Chicago Capital, LLC | 9,849 | $1.72M | 0.08% | 00.0% | Unchanged |
| Knuff & Co LLC | 9,855 | $1.72M | 0.64% | 00.0% | Unchanged |
| Everett Harris & Co | 9,881 | $1.72M | 0.03% | +42+0.4% | Added |
| Bigelow Investment Advisors, LLC | 9,946 | $1.73M | 0.95% | +323+3.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,017 | $1.74M | 0.25% | −80,703−89.0% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.75M | 1.11% | −10,070−100.0% | Reduced |
| Mission Wealth Management, LP | 10,093 | $1.76M | 0.07% | +542+5.7% | Added |
| Ziegler Capital Management, LLC | 10,112 | $1.76M | 0.07% | +173+1.7% | Added |
| Pinnacle Wealth Management, LLC | 10,142 | $1.77M | 1.78% | +10,142 | New |
| Constitution Capital LLC | 10,150 | $1.77M | 1.01% | −4,250−29.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,249 | $1.79M | 0.49% | +1,228+13.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,278 | $1.79M | 0.11% | +3,435+50.2% | Added |
| Schechter Investment Advisors, LLC | 10,281 | $1.79M | 0.16% | −320−3.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,351 | $1.80M | 0.09% | +9+0.1% | Added |
| Csenge Advisory Group | 10,369 | $1.81M | 0.12% | +207+2.0% | Added |
| Inlet Private Wealth, LLC | 10,385 | $1.81M | 0.46% | 00.0% | Unchanged |
| Guardian Capital LP | 10,388 | $1.81M | 0.06% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,403 | $1.81M | 0.32% | +2,100+25.3% | Added |
| Penobscot Investment Management Company, Inc. | 10,405 | $1.81M | 0.30% | +120+1.2% | Added |
| Wintrust Investments LLC | 10,463 | $1.82M | 0.18% | −440−4.0% | Reduced |