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 |
|---|---|---|---|---|---|
| Ritter Daniher Financial Advisory LLC | 325 | $56.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 340 | $59.2K | 0.02% | −30−8.1% | Reduced |
| Sound Income Strategies, LLC | 347 | $60.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 351 | $61.1K | 0.02% | +1+0.3% | Added |
| Lee Financial Co | 358 | $62.4K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 361 | $62.9K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $63.0K | 0.05% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $64.4K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 382 | $66.5K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 382 | $66.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 388 | $68.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 393 | $68.5K | 0.03% | −16−3.9% | Reduced |
| Boit C F David | 400 | $69.7K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $69.7K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 402 | $70.1K | 0.02% | +1+0.2% | Added |
| Johnson Financial Group, Inc. | 405 | $70.6K | 0.00% | +40+11.0% | Added |
| Bay Harbor Wealth Management, LLC | 415 | $72.3K | 0.03% | −30−6.7% | Reduced |
| Highlander Capital Management, LLC | 350 | $74.0K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 428 | $74.6K | 0.01% | −220−34.0% | Reduced |
| Financial Freedom, LLC | 440 | $76.6K | 0.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 440 | $76.7K | 0.03% | −17−3.7% | Reduced |
| Riverview Trust Co | 450 | $78.4K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $78.4K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 451 | $78.6K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 470 | $81.9K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 470 | $81.9K | 0.01% | +15+3.3% | Added |
| AlphaMark Advisors, LLC | 468 | $82.0K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 481 | $83.7K | 0.01% | +1+0.2% | Added |
| West Paces Advisors Inc. | 497 | $86.6K | 0.03% | −45−8.3% | Reduced |
| New Millennium Group LLC | 506 | $88.1K | 0.08% | 00.0% | Unchanged |
| Granite FO LLC | 508 | $88.5K | 0.06% | +300+144.2% | Added |
| PrairieView Partners, LLC | 516 | $89.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 517 | $90.1K | 0.02% | +155+42.8% | Added |
| Register Financial Advisors LLC | 517 | $90.1K | 0.06% | +154+42.4% | Added |
| Options Solutions, LLC | 522 | $91.0K | 0.09% | +522 | New |
| Canton Hathaway, LLC | 530 | $92.0K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 533 | $92.8K | 0.08% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 541 | $94.2K | 0.04% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 542 | $94.4K | 0.02% | +542 | New |
| Cape Investment Advisory, Inc. | 551 | $96.0K | 0.05% | +1+0.2% | Added |
| Westchester Capital Management, Inc. | 560 | $97.6K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $99.3K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 575 | $100.0K | 0.02% | +575 | New |
| WealthPLAN Partners, LLC | 581 | $101.2K | 0.01% | −100−14.7% | Reduced |
| Hantz Financial Services, Inc. | 594 | $103.0K | 0.00% | −864−59.3% | Reduced |
| Coppell Advisory Solutions LLC | 603 | $103.8K | 0.03% | +603 | New |
| TFC Financial Management | 604 | $105.2K | 0.03% | +5+0.8% | Added |
| Arlington Partners LLC | 609 | $106.1K | 0.02% | −247−28.9% | Reduced |
| Coastal Capital Group, Inc. | 635 | $110.7K | 0.02% | +1+0.2% | Added |
| Avion Wealth | 638 | $111.0K | 0.03% | +20+3.2% | Added |
| Versant Capital Management, Inc | 641 | $111.7K | 0.04% | +5+0.8% | Added |
| First Financial Corp | 645 | $112.4K | 0.07% | +38+6.3% | Added |
| Resurgent Financial Advisors LLC | 649 | $113.1K | 0.07% | −6−0.9% | Reduced |
| Core Alternative Capital | 653 | $113.8K | 0.02% | +17+2.7% | Added |
| Financial Management Professionals, Inc. | 662 | $115.0K | 0.02% | −7−1.0% | Reduced |
| BerganKDV Wealth Management, LLC | 662 | $115.4K | 0.01% | −81−10.9% | Reduced |
| Logan Capital Management Inc | 665 | $115.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 682 | $118.8K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 685 | $119.3K | 0.13% | −62−8.3% | Reduced |
| Avalon Trust Co | 685 | $119.3K | 0.01% | +290+73.4% | Added |
| Endurance Wealth Management, Inc. | 688 | $120.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 689 | $120.0K | 0.03% | −3,191−82.2% | Reduced |
| Westside Investment Management, Inc. | 693 | $120.7K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 702 | $122.3K | 0.02% | +9+1.3% | Added |
| Cyrus J. Lawrence, LLC | 711 | $123.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 711 | $123.9K | 0.01% | +127+21.7% | Added |
| Concord Wealth Partners | 725 | $126.3K | 0.03% | −207−22.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 727 | $126.6K | 0.01% | −216−22.9% | Reduced |
| Counterpoint Mutual Funds LLC | 734 | $127.9K | 0.12% | +734 | New |
| Providence Capital Advisors, LLC | 770 | $134.1K | 0.03% | −607−44.1% | Reduced |
| Mascoma Wealth Management LLC | 809 | $134.2K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 777 | $135.4K | 0.03% | +97+14.3% | Added |
| Kelly Financial Services LLC | 779 | $135.7K | 0.06% | +1+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 823 | $143.0K | 0.09% | +102+14.1% | Added |
| Benjamin Edwards Inc | 838 | $146.0K | 0.03% | −659−44.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $146.2K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 863 | $150.3K | 0.06% | +168+24.2% | Added |
| Wolff Wiese Magana LLC | 865 | $150.7K | 0.12% | −5−0.6% | Reduced |
| Legacy Bridge, LLC | 865 | $150.7K | 0.10% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 888 | $154.7K | 0.06% | +888 | New |
| Farmers & Merchants Investments Inc | 920 | $160.3K | 0.01% | +372+67.9% | Added |
| General Partner, Inc. | 936 | $163.1K | 0.14% | 00.0% | Unchanged |
| CNB Bank | 950 | $165.5K | 0.10% | +52+5.8% | Added |
| 1832 Asset Management L.P. | 958 | $166.9K | 0.00% | +163+20.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 969 | $169.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 982 | $171.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 982 | $171.1K | 0.05% | +12+1.2% | Added |
| Deseret Mutual Benefit Administrators | 988 | $172.1K | 0.07% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $174.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $174.2K | 0.10% | −3−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,007 | $175.4K | 0.06% | −277−21.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,047 | $182.4K | 0.11% | +170+19.4% | Added |
| PCA Investment Advisory Services Inc. | 1,056 | $184.1K | 0.11% | +1,056 | New |
| Newbridge Financial Services Group, Inc. | 1,065 | $185.4K | 0.09% | +1+0.1% | Added |
| Independence Bank of Kentucky | 1,065 | $185.5K | 0.08% | +25+2.4% | Added |
| Capital Advisors, Ltd. LLC | 1,069 | $186.0K | 0.03% | +632+144.6% | Added |
| Clear Street Markets LLC | 1,066 | $186.0K | 0.08% | +1,066 | New |
| Valley National Advisers Inc | 1,131 | $198.0K | 0.03% | +16+1.4% | Added |
| Global Financial Private Client, LLC | 1,132 | $198.6K | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,147 | $200.0K | 0.02% | −6,038−84.0% | Reduced |