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 |
|---|---|---|---|---|---|
| Wolf Group Capital Advisors | 11,215 | $1.82M | 0.91% | −691−5.8% | Reduced |
| Vinva Investment Management Ltd | 10,607 | $1.83M | 0.16% | −1,795−14.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.83M | 1.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,512 | $1.83M | 0.07% | −469−4.3% | Reduced |
| Meeder Advisory Services, Inc. | 10,572 | $1.84M | 0.20% | +108+1.0% | Added |
| Horizon Investments, LLC | 10,653 | $1.85M | 0.05% | −2,404−18.4% | Reduced |
| Vise Technologies, Inc. | 10,642 | $1.85M | 0.45% | +332+3.2% | Added |
| Sequoia Financial Advisors, LLC | 10,701 | $1.86M | 0.03% | −667−5.9% | Reduced |
| Sawgrass Asset Management LLC | 10,710 | $1.87M | 0.23% | 00.0% | Unchanged |
| KWB Wealth | 10,712 | $1.87M | 0.30% | +315+3.0% | Added |
| TrimTabs Asset Management, LLC | 10,753 | $1.87M | 0.94% | +475+4.6% | Added |
| Bailard, Inc. | 10,818 | $1.88M | 0.07% | −594−5.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,820 | $1.88M | 0.25% | +163+1.5% | Added |
| Plimoth Trust Co LLC | 10,836 | $1.89M | 0.56% | +1,064+10.9% | Added |
| BNC Wealth Management, LLC | 10,867 | $1.89M | 1.00% | +9,020+488.4% | Added |
| MainStreet Investment Advisors LLC | 10,895 | $1.90M | 0.21% | −288−2.6% | Reduced |
| Scotia Capital Inc. | 10,900 | $1.90M | 0.01% | +1,097+11.2% | Added |
| Sowell Financial Services LLC | 10,904 | $1.90M | 0.11% | +5,602+105.7% | Added |
| Parallel Advisors, LLC | 10,932 | $1.90M | 0.06% | −1,478−11.9% | Reduced |
| Signaturefd, LLC | 10,936 | $1.91M | 0.05% | +606+5.9% | Added |
| Gifford Fong Associates | 11,000 | $1.92M | 0.45% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11,013 | $1.92M | 1.04% | +223+2.1% | Added |
| PEAK6 Investments LLC | 11,049 | $1.92M | 0.16% | −49,337−81.7% | Reduced |
| Argus Investors' Counsel, Inc. | 11,140 | $1.94M | 1.35% | +259+2.4% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.95M | 0.18% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,287 | $1.97M | 0.11% | −232−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 11,316 | $1.97M | 0.06% | +603+5.6% | Added |
| IFG Advisory, LLC | 11,319 | $1.97M | 0.17% | −402−3.4% | Reduced |
| Colonial Trust Co | 11,323 | $1.97M | 0.47% | +484+4.5% | Added |
| Buttonwood Financial Advisors Inc. | 11,335 | $1.97M | 1.24% | −43−0.4% | Reduced |
| SOL Capital Management CO | 11,403 | $1.99M | 0.30% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 11,410 | $1.99M | 0.46% | −1,050−8.4% | Reduced |
| Stock Yards Bank & Trust Co | 11,457 | $2.00M | 0.07% | −370−3.1% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $2.01M | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,532 | $2.01M | 0.15% | −16−0.1% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $2.02M | 0.60% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.02M | 0.04% | 00.0% | Unchanged |
| Herbst Group, LLC | 11,600 | $2.02M | 1.40% | +100+0.9% | Added |
| Caldwell Trust Co | 11,645 | $2.03M | 0.26% | −213−1.8% | Reduced |
| Fruth Investment Management | 11,650 | $2.03M | 0.58% | −100−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 11,660 | $2.03M | 0.06% | +1,744+17.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,696 | $2.04M | 0.59% | +27+0.2% | Added |
| Pinnacle Holdings, LLC | 11,699 | $2.04M | 0.91% | +604+5.4% | Added |
| BLB&B Advisors, LLC | 11,761 | $2.05M | 0.14% | −130−1.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,762 | $2.05M | 0.08% | −957−7.5% | Reduced |
| Bull Street Advisors, LLC | 11,792 | $2.05M | 1.05% | 00.0% | Unchanged |
| Doheny Asset Management | 11,853 | $2.06M | 1.77% | −50−0.4% | Reduced |
| Independent Investors Inc | 12,000 | $2.09M | 0.48% | 00.0% | Unchanged |
| Haverford Trust Co | 12,024 | $2.09M | 0.02% | −1,418−10.5% | Reduced |
| CoreCap Advisors, LLC | 12,064 | $2.10M | 0.15% | +12,064 | New |
| QV Investors Inc. | 12,070 | $2.10M | 0.19% | −610−4.8% | Reduced |
| Gladstone Institutional Advisory LLC | 12,101 | $2.11M | 0.13% | +205+1.7% | Added |
| Change Path, LLC | 12,135 | $2.11M | 0.10% | −598−4.7% | Reduced |
| Montag A & Associates Inc | 12,146 | $2.12M | 0.13% | 00.0% | Unchanged |
| True North Advisors, LLC | 12,150 | $2.12M | 0.60% | +1,150+10.5% | Added |
| Valueworks LLC | 12,220 | $2.13M | 0.77% | −208−1.7% | Reduced |
| Personal Cfo Solutions, LLC | 12,252 | $2.13M | 0.43% | −680−5.3% | Reduced |
| Cito Capital Group, LLC | 12,300 | $2.14M | 0.98% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 12,371 | $2.15M | 0.09% | −1,463−10.6% | Reduced |
| Caliber Wealth Management, LLC | 12,408 | $2.16M | 1.45% | +536+4.5% | Added |
| Welch Group, LLC | 12,430 | $2.17M | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 12,511 | $2.18M | 0.07% | −370−2.9% | Reduced |
| Aviance Capital Partners, LLC | 12,536 | $2.18M | 0.46% | −60.0% | Reduced |
| Essex Investment Management Co LLC | 12,597 | $2.19M | 0.31% | −1,726−12.1% | Reduced |
| Lincoln National Corp | 12,620 | $2.20M | 0.04% | +554+4.6% | Added |
| Trust Co of Toledo NA | 12,632 | $2.20M | 0.37% | +2,880+29.5% | Added |
| Jacobi Capital Management LLC | 12,654 | $2.20M | 0.25% | −41−0.3% | Reduced |
| Quadrant Capital Group LLC | 12,675 | $2.21M | 0.22% | −85−0.7% | Reduced |
| Ahl Investment Management, Inc. | 12,691 | $2.21M | 1.96% | +9+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,697 | $2.21M | 0.01% | −1,809−12.5% | Reduced |
| Two Sigma Investments, LP | 12,700 | $2.21M | 0.01% | −818,292−98.5% | Reduced |
| Insight Inv LLC | 12,761 | $2.22M | 2.29% | +755+6.3% | Added |
| BBR Partners, LLC | 12,769 | $2.22M | 0.25% | −47−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 12,788 | $2.23M | 0.05% | +12,788 | New |
| Warren Averett Asset Management, LLC | 12,791 | $2.23M | 0.10% | +10,511+461.0% | Added |
| Xcel Wealth Management, LLC | 12,823 | $2.23M | 0.71% | +300+2.4% | Added |
| Smith, Salley & Associates | 12,897 | $2.25M | 0.17% | +429+3.4% | Added |
| Adviser Investments LLC | 12,909 | $2.25M | 0.05% | +1,645+14.6% | Added |
| Greenfield Savings Bank | 12,954 | $2.26M | 1.53% | +90+0.7% | Added |
| Aaron Wealth Advisors | 12,963 | $2.26M | 0.29% | +93+0.7% | Added |
| CAPROCK Group, Inc. | 13,007 | $2.27M | 0.17% | +604+4.9% | Added |
| South State Corp. | 13,044 | $2.27M | 0.20% | +23+0.2% | Added |
| Ballentine Partners, LLC | 13,049 | $2.27M | 0.05% | −1,121−7.9% | Reduced |
| Madison Wealth Management | 13,057 | $2.27M | 0.46% | +99+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 13,085 | $2.28M | 0.15% | +429+3.4% | Added |
| West Oak Capital, LLC | 13,140 | $2.29M | 1.11% | +248+1.9% | Added |
| Moneta Group Investment Advisors LLC | 13,140 | $2.29M | 0.05% | +244+1.9% | Added |
| NewEdge Wealth, LLC | 13,161 | $2.29M | 0.08% | +11,577+730.9% | Added |
| Resources Investment Advisors, LLC. | 13,162 | $2.29M | 0.05% | −3,514−21.1% | Reduced |
| Valeo Financial Advisors, LLC | 13,164 | $2.29M | 0.10% | −1,841−12.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,195 | $2.30M | 0.60% | −50.0% | Reduced |
| Private Asset Management Inc | 13,200 | $2.30M | 0.44% | −80−0.6% | Reduced |
| Fairfield, Bush & Co. | 13,230 | $2.30M | 0.63% | +1,800+15.7% | Added |
| Quantinno Capital Management LP | 13,319 | $2.32M | 0.13% | +818+6.5% | Added |
| Benedict Financial Advisors Inc | 13,370 | $2.33M | 0.64% | −32−0.2% | Reduced |
| Sawyer & Company, Inc | 13,470 | $2.35M | 1.07% | −20−0.1% | Reduced |
| Alps Advisors Inc | 13,473 | $2.35M | 0.02% | +1,242+10.2% | Added |
| Fort Sheridan Advisors LLC | 13,532 | $2.36M | 0.54% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 13,545 | $2.36M | 1.62% | −125−0.9% | Reduced |
| Invesco, LLC | 13,555 | $2.36M | 1.16% | +13,555 | New |