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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 13,630 | $2.37M | 0.09% | −8−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,633 | $2.37M | 0.23% | +10.0% | Added |
| Columbia Asset Management | 13,696 | $2.39M | 0.51% | −476−3.4% | Reduced |
| Boston Family Office LLC | 13,762 | $2.40M | 0.18% | +720+5.5% | Added |
| Bleakley Financial Group, LLC | 13,780 | $2.40M | 0.07% | −429−3.0% | Reduced |
| C2C Wealth Management, LLC | 13,674 | $2.41M | 0.32% | −85−0.6% | Reduced |
| Webster Bank, N. A. | 13,969 | $2.43M | 0.31% | +2,952+26.8% | Added |
| Investment Advisory Services Inc | 14,070 | $2.45M | 1.03% | +65+0.5% | Added |
| Avantax Advisory Services, Inc. | 14,072 | $2.45M | 0.03% | −956−6.4% | Reduced |
| First Dallas Securities Inc. | 14,181 | $2.47M | 1.38% | −1,498−9.6% | Reduced |
| Evercore Wealth Management, LLC | 14,295 | $2.49M | 0.05% | −824−5.5% | Reduced |
| Condor Capital Management | 14,670 | $2.56M | 0.31% | −414−2.7% | Reduced |
| Peoples Financial Services Corp. | 14,693 | $2.56M | 1.15% | −430−2.8% | Reduced |
| Kanawha Capital Management LLC | 14,758 | $2.57M | 0.24% | −40−0.3% | Reduced |
| Grandfield & Dodd, LLC | 14,758 | $2.57M | 0.18% | −3,525−19.3% | Reduced |
| Cornerstone Advisors, LLC | 14,800 | $2.58M | 0.12% | +14,800 | New |
| Park Avenue Securities LLC | 14,817 | $2.58M | 0.04% | −590−3.8% | Reduced |
| Intrinsic Value Partners, LLC | 14,853 | $2.59M | 3.26% | −50−0.3% | Reduced |
| Eads & Heald Wealth Management | 14,873 | $2.59M | 1.27% | −795−5.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 14,880 | $2.59M | 2.01% | +8,316+126.7% | Added |
| Empower Advisory Group, LLC | 14,887 | $2.59M | 0.01% | +1,773+13.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $2.61M | 0.16% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 14,998 | $2.61M | 0.23% | +479+3.3% | Added |
| Vestcor Inc | 15,018 | $2.62M | 0.10% | −43−0.3% | Reduced |
| American Trust | 15,026 | $2.62M | 0.18% | +1,114+8.0% | Added |
| Toroso Investments, LLC | 15,131 | $2.62M | 0.08% | −2,904−16.1% | Reduced |
| Twin Capital Management Inc | 15,067 | $2.62M | 0.34% | −5,239−25.8% | Reduced |
| Tower Bridge Advisors | 15,127 | $2.64M | 0.24% | −1,050−6.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,210 | $2.64M | 0.26% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 15,171 | $2.64M | 0.04% | −1,082−6.7% | Reduced |
| Sawtooth Solutions, LLC | 15,193 | $2.65M | 0.07% | −3,959−20.7% | Reduced |
| Lincoln Capital LLC | 15,316 | $2.67M | 0.69% | +1,313+9.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,422 | $2.69M | 1.34% | −143−0.9% | Reduced |
| Pettee Investors, Inc. | 15,456 | $2.69M | 1.22% | +665+4.5% | Added |
| Northstar Advisory Group, LLC | 15,487 | $2.70M | 1.76% | +840+5.7% | Added |
| Glenview Trust Co | 15,530 | $2.71M | 0.07% | −140−0.9% | Reduced |
| Compass Wealth Management LLC | 15,609 | $2.72M | 0.82% | +25+0.2% | Added |
| Warther Private Wealth, LLC | 15,620 | $2.72M | 1.85% | +1,242+8.6% | Added |
| Beese Fulmer Investment Management, Inc. | 15,746 | $2.74M | 0.30% | −199−1.2% | Reduced |
| William Allan, LLC | 15,816 | $2.76M | 2.11% | +230+1.5% | Added |
| Arjuna Capital | 15,818 | $2.76M | 0.98% | +10,415+192.8% | Added |
| Everence Capital Management Inc | 17,474 | $2.77M | 0.23% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,940 | $2.78M | 0.19% | +268+1.7% | Added |
| Bank of Stockton | 15,966 | $2.78M | 0.96% | +70+0.4% | Added |
| Brave Asset Management Inc | 15,996 | $2.79M | 0.82% | 00.0% | Unchanged |
| L & S Advisors Inc | 16,012 | $2.79M | 0.37% | +16,012 | New |
| Brookstone Capital Management | 16,448 | $2.79M | 0.06% | −787−4.6% | Reduced |
| Buckingham Capital Management, Inc. | 16,124 | $2.81M | 0.42% | +574+3.7% | Added |
| Empire Financial Management Company, LLC | 16,145 | $2.81M | 1.12% | −1,049−6.1% | Reduced |
| Mirador Capital Partners LP | 16,180 | $2.82M | 0.67% | +13,658+541.6% | Added |
| Americana Partners, LLC | 16,235 | $2.83M | 0.36% | −3,518−17.8% | Reduced |
| Davy Global Fund Management Ltd | 16,488 | $2.87M | 0.55% | +432+2.7% | Added |
| Intact Investment Management Inc. | 16,500 | $2.87M | 0.12% | +16,500 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 16,506 | $2.88M | 0.09% | −285−1.7% | Reduced |
| Impax Asset Management Group plc | 16,593 | $2.89M | 0.01% | −67−0.4% | Reduced |
| Credit Agricole S A | 16,677 | $2.91M | 0.09% | +214+1.3% | Added |
| NVWM, LLC | 16,682 | $2.91M | 0.94% | +527+3.3% | Added |
| Ostrum Asset Management | 16,684 | $2.91M | 0.24% | −595−3.4% | Reduced |
| Nemes Rush Group LLC | 16,810 | $2.93M | 0.52% | +16,810 | New |
| Resonant Capital Advisors, LLC | 16,852 | $2.94M | 0.32% | +1,496+9.7% | Added |
| Acadian Asset Management LLC | 16,961 | $2.95M | 0.01% | −3,304−16.3% | Reduced |
| Pring Turner Capital Group Inc | 17,015 | $2.96M | 2.72% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 17,021 | $2.97M | 0.48% | −343−2.0% | Reduced |
| Lodestone Wealth Management LLC | 17,337 | $3.02M | 2.08% | +2,676+18.3% | Added |
| Briggs Advisory Group, Inc. | 17,430 | $3.04M | 1.70% | +10+0.1% | Added |
| Azimuth Capital Investment Management LLC | 17,485 | $3.05M | 0.14% | −1,525−8.0% | Reduced |
| Mathes Company, Inc. | 17,540 | $3.06M | 1.34% | +17,540 | New |
| Vestmark Advisory Solutions, Inc. | 17,679 | $3.08M | 0.12% | +323+1.9% | Added |
| Elgethun Capital Management | 17,716 | $3.08M | 0.93% | +114+0.6% | Added |
| Northstar Group, Inc. | 17,739 | $3.09M | 0.72% | +1,379+8.4% | Added |
| Cetera Advisors LLC | 17,741 | $3.09M | 0.05% | −7,761−30.4% | Reduced |
| Selway Asset Management | 17,785 | $3.10M | 1.36% | +185+1.1% | Added |
| Callahan Advisors, LLC | 17,868 | $3.11M | 0.38% | +10.0% | Added |
| Meiji Yasuda Life Insurance Co | 17,872 | $3.11M | 0.08% | −9,380−34.4% | Reduced |
| CWM, LLC | 17,889 | $3.12M | 0.02% | +1,273+7.7% | Added |
| Connable Office Inc | 17,906 | $3.12M | 0.43% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 17,915 | $3.12M | 1.61% | +765+4.5% | Added |
| Hilltop Holdings Inc. | 17,941 | $3.13M | 0.39% | +13,708+323.8% | Added |
| Eqis Capital Management, Inc. | 17,990 | $3.13M | 0.35% | −1,289−6.7% | Reduced |
| Proequities, Inc. | 18,090 | $3.15M | 0.24% | +1,221+7.2% | Added |
| Ossiam | 18,189 | $3.17M | 0.06% | −109,132−85.7% | Reduced |
| Mount Vernon Associates Inc | 18,196 | $3.17M | 3.37% | +125+0.7% | Added |
| Assenagon Asset Management S.A. | 18,229 | $3.18M | 0.01% | −17−0.1% | Reduced |
| iA Global Asset Management Inc. | 18,288 | $3.19M | 0.08% | +18,288 | New |
| Pacifica Capital Investments, LLC | 18,295 | $3.19M | 0.98% | 00.0% | Unchanged |
| WP Advisors, LLC | 18,323 | $3.19M | 1.28% | +73+0.4% | Added |
| BFSG, LLC | 18,336 | $3.19M | 0.54% | +253+1.4% | Added |
| Beacon Investment Advisory Services, Inc. | 18,414 | $3.21M | 0.15% | −3,625−16.4% | Reduced |
| Hancock Whitney Corp | 18,458 | $3.21M | 0.13% | −392−2.1% | Reduced |
| CSM Advisors, LLC | 18,639 | $3.25M | 0.25% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 18,678 | $3.25M | 0.04% | −6,079−24.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,755 | $3.27M | 0.09% | +40+0.2% | Added |
| Integrated Wealth Concepts LLC | 18,963 | $3.30M | 0.06% | +929+5.2% | Added |
| Bensler, LLC | 19,136 | $3.33M | 0.63% | +3,500+22.4% | Added |
| Oliver Luxxe Assets LLC | 19,235 | $3.35M | 0.84% | −164−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,293 | $3.36M | 0.22% | +401+2.1% | Added |
| M. Kulyk & Associates, LLC | 19,306 | $3.36M | 0.94% | −277−1.4% | Reduced |
| Empirical Finance, LLC | 19,379 | $3.38M | 0.26% | +2,007+11.6% | Added |
| Raymond James Trust N.A. | 19,413 | $3.38M | 0.10% | +328+1.7% | Added |
| Modera Wealth Management, LLC | 19,466 | $3.39M | 0.06% | +3,857+24.7% | Added |