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 |
|---|---|---|---|---|---|
| Karani Asset Management LLC | 19,506 | $3.40M | 3.43% | +1,689+9.5% | Added |
| LaFleur & Godfrey LLC | 19,520 | $3.40M | 0.51% | −16−0.1% | Reduced |
| EP Wealth Advisors, LLC | 18,215 | $3.41M | 0.05% | −2,281,785−99.2% | Reduced |
| Goelzer Investment Management, Inc. | 19,673 | $3.43M | 0.29% | −1,574−7.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 20,735 | $3.43M | 0.56% | +10,424+101.1% | Added |
| Rockland Trust Co | 19,693 | $3.43M | 0.20% | −5,273−21.1% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $3.48M | 0.11% | 00.0% | Unchanged |
| Park National Corp | 19,961 | $3.48M | 0.15% | −402−2.0% | Reduced |
| Steel Canyon Capital, LLC | 20,048 | $3.49M | 5.50% | +4,036+25.2% | Added |
| Connectus Wealth, LLC | 20,076 | $3.50M | 0.08% | −90−0.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.50M | 2.85% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 20,236 | $3.53M | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 20,246 | $3.53M | 0.07% | +1,539+8.2% | Added |
| ProVise Management Group, LLC | 20,256 | $3.53M | 0.32% | −12,418−38.0% | Reduced |
| Stone Point Wealth LLC | 20,407 | $3.55M | 1.47% | +520+2.6% | Added |
| Lakeview Capital Partners, LLC | 20,444 | $3.56M | 0.66% | +416+2.1% | Added |
| Gilman Hill Asset Management, LLC | 20,452 | $3.56M | 0.66% | +564+2.8% | Added |
| Naples Global Advisors, LLC | 20,509 | $3.57M | 0.42% | +398+2.0% | Added |
| Courier Capital LLC | 20,544 | $3.58M | 0.28% | +4,209+25.8% | Added |
| Sumitomo Life Insurance Co | 20,554 | $3.58M | 0.16% | −912−4.2% | Reduced |
| TownSquare Capital, LLC | 20,652 | $3.60M | 0.07% | +3,702+21.8% | Added |
| Stephens Inc | 20,825 | $3.63M | 0.07% | −331−1.6% | Reduced |
| Verdence Capital Advisors LLC | 20,913 | $3.64M | 0.42% | −104−0.5% | Reduced |
| Ceera Investments, LLC | 20,961 | $3.65M | 2.11% | −15−0.1% | Reduced |
| Horizon Investment Services, LLC | 21,077 | $3.67M | 2.24% | −313−1.5% | Reduced |
| Greenleaf Trust | 21,137 | $3.68M | 0.04% | −746−3.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,344 | $3.72M | 0.28% | +160+0.8% | Added |
| Chapman Investment Management, LLC | 21,349 | $3.72M | 2.95% | +1,883+9.7% | Added |
| Coastline Trust Co | 21,500 | $3.75M | 0.52% | +7,320+51.6% | Added |
| Salvus Wealth Management, LLC | 21,546 | $3.75M | 2.89% | +3,303+18.1% | Added |
| Front Barnett Associates LLC | 21,586 | $3.76M | 0.42% | −880−3.9% | Reduced |
| Achmea Investment Management B.V. | 21,608 | $3.76M | 0.08% | +2,501+13.1% | Added |
| Chicago Trust Co NA | 21,740 | $3.79M | 0.91% | −198−0.9% | Reduced |
| Chartwell Investment Partners, LLC | 21,779 | $3.79M | 0.14% | +4,202+23.9% | Added |
| First Hawaiian Bank | 21,789 | $3.80M | 0.12% | +10.0% | Added |
| Fiduciary Group LLC | 21,911 | $3.82M | 0.47% | 00.0% | Unchanged |
| Univest Financial Corp | 21,941 | $3.82M | 1.16% | +227+1.0% | Added |
| Benson Investment Management Company, Inc. | 21,975 | $3.83M | 2.12% | +545+2.5% | Added |
| Ropes Wealth Advisors LLC | 21,976 | $3.83M | 0.64% | −27−0.1% | Reduced |
| Family Management Corp | 22,141 | $3.86M | 0.84% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 22,225 | $3.87M | 0.07% | −1,768−7.4% | Reduced |
| Chemistry Wealth Management LLC | 22,347 | $3.89M | 1.27% | −144−0.6% | Reduced |
| Fundamentun, LLC | 22,579 | $3.93M | 0.60% | +983+4.6% | Added |
| Venture Visionary Partners LLC | 22,604 | $3.94M | 0.23% | −58−0.3% | Reduced |
| Silicon Valley Capital Partners | 22,799 | $3.97M | 0.74% | +3,499+18.1% | Added |
| Snowden Capital Advisors LLC | 22,811 | $3.97M | 0.14% | +5,715+33.4% | Added |
| Grassi Investment Management | 22,960 | $4.00M | 0.44% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 22,987 | $4.00M | 1.40% | +1,465+6.8% | Added |
| RBF Capital, LLC | 23,000 | $4.01M | 0.25% | 00.0% | Unchanged |
| Private Management Group Inc | 23,127 | $4.03M | 0.17% | −598−2.5% | Reduced |
| Wisconsin Capital Management LLC | 23,170 | $4.04M | 2.61% | −350−1.5% | Reduced |
| Hutner Capital Management Inc | 23,366 | $4.07M | 2.38% | −90.0% | Reduced |
| Bokf, NA | 23,453 | $4.09M | 0.08% | −465−1.9% | Reduced |
| D.A. Davidson & Co. | 23,481 | $4.09M | 0.04% | +404+1.8% | Added |
| Shelton Capital Management | 23,520 | $4.10M | 0.15% | +18,000+326.1% | Added |
| Advisory Services Network, LLC | 23,621 | $4.11M | 0.11% | +6,473+37.7% | Added |
| Cary Street Partner Investment Advisory LLC | 23,634 | $4.12M | 0.26% | +115+0.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $4.12M | 0.85% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23,714 | $4.13M | 0.16% | −110−0.5% | Reduced |
| GYL Financial Synergies, LLC | 23,745 | $4.14M | 0.38% | +15,806+199.1% | Added |
| TD Private Client Wealth LLC | 23,751 | $4.14M | 0.18% | +1,107+4.9% | Added |
| Mitchell Capital Management Co | 23,771 | $4.14M | 0.95% | +226+1.0% | Added |
| Overbrook Management Corp | 23,824 | $4.15M | 0.99% | −40.0% | Reduced |
| Concentric Wealth Management, LLC | 23,885 | $4.16M | 1.32% | −559−2.3% | Reduced |
| Stonegate Investment Group, LLC | 23,891 | $4.16M | 0.15% | +155+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 24,123 | $4.20M | 0.52% | −1,131−4.5% | Reduced |
| Birmingham Capital Management Co Inc | 24,289 | $4.23M | 1.77% | −1,760−6.8% | Reduced |
| Greenwood Capital Associates LLC | 24,298 | $4.23M | 0.59% | −10,993−31.1% | Reduced |
| Wetherby Asset Management Inc | 24,302 | $4.23M | 0.23% | −1,372−5.3% | Reduced |
| Freestone Capital Holdings, LLC | 24,422 | $4.25M | 0.17% | −357−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 24,481 | $4.26M | 0.55% | −2,202−8.3% | Reduced |
| Shell Asset Management Co | 24,718 | $4.31M | 0.17% | −11,241−31.3% | Reduced |
| GFG Capital, LLC | 12,575 | $4.33M | 0.81% | +8,252+190.9% | Added |
| Kingsview Wealth Management, LLC | 24,914 | $4.34M | 0.17% | +6,587+35.9% | Added |
| Coastal Investment Advisors, Inc. | 24,992 | $4.35M | 0.96% | −92−0.4% | Reduced |
| Alkeon Capital Management LLC | 25,000 | $4.36M | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 25,000 | $4.36M | 0.88% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 25,230 | $4.39M | 2.94% | −75−0.3% | Reduced |
| Roundview Capital LLC | 25,268 | $4.40M | 0.43% | −119−0.5% | Reduced |
| Kingfisher Capital LLC | 25,268 | $4.40M | 1.15% | −1,052−4.0% | Reduced |
| Sandhill Capital Partners LLC | 25,336 | $4.41M | 0.40% | −1,135−4.3% | Reduced |
| Banque Cantonale Vaudoise | 25,484 | $4.44M | 0.21% | −2,615−9.3% | Reduced |
| Foster Group, Inc. | 25,713 | $4.48M | 0.27% | +119+0.5% | Added |
| Metropolitan Life Insurance Co | 25,912 | $4.51M | 0.22% | −717−2.7% | Reduced |
| GFS Advisors, LLC | 25,995 | $4.53M | 1.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 26,035 | $4.54M | 0.55% | +282+1.1% | Added |
| Stokes Capital Advisors, LLC | 26,183 | $4.56M | 1.54% | +123+0.5% | Added |
| Metis Global Partners, LLC | 26,224 | $4.57M | 0.25% | +988+3.9% | Added |
| Strategic Wealth Partners, Ltd. | 26,226 | $4.57M | 0.59% | −477−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 26,257 | $4.57M | 0.11% | +4,596+21.2% | Added |
| Wright Investors Service Inc | 26,287 | $4.58M | 1.29% | +637+2.5% | Added |
| Jag Capital Management, LLC | 26,420 | $4.60M | 0.53% | +169+0.6% | Added |
| Avitas Wealth Management LLC | 26,434 | $4.60M | 0.83% | +234+0.9% | Added |
| Chatham Capital Group, Inc. | 26,494 | $4.62M | 0.97% | +4,882+22.6% | Added |
| Cullen Capital Management LLC | 26,507 | $4.62M | 0.04% | −2,047−7.2% | Reduced |
| AMG National Trust Bank | 26,669 | $4.65M | 0.15% | −287−1.1% | Reduced |
| New England Asset Management Inc | 26,707 | $4.65M | 0.67% | 00.0% | Unchanged |
| Veritable, L.P. | 26,710 | $4.65M | 0.08% | −1,739−6.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $4.70M | 0.06% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 27,023 | $4.71M | 0.42% | +25+0.1% | Added |