Skip to main content

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
2,047
+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
732 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.

Institutional holdersQ2 2023: 2,048 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ2 2023: $107.9B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2023.

Institutions holding AXP in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Radnor Capital Management, LLC0$00.00%−4,985−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−4,946−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−4,841−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−4,841−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,310−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−3,895−100.0%Sold out
Sun Life Financial INC0$00.00%−3,540−100.0%Sold out
Eisler Capital (US) LLC0$00.00%−3,364−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−3,357−100.0%Sold out
Oak Thistle LLC0$00.00%−3,334−100.0%Sold out
Partners Group Holding AG0$00.00%−3,249−100.0%Sold out
united american securities inc. (d/b/a uas asset management)0$00.00%−3,170−100.0%Sold out
Aspen Wealth Strategies, LLC0$00.00%−3,068−100.0%Sold out
Green Harvest Asset Management LLC0$00.00%−2,957−100.0%Sold out
Jackson Wealth Management, LLC0$00.00%−2,954−100.0%Sold out
Lokken Investment Group LLC0$00.00%−2,808−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−2,714−100.0%Sold out
All Season Financial Advisors, Inc.0$00.00%−2,654−100.0%Sold out
Donoghue Forlines LLC0$00.00%−2,626−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−2,612−100.0%Sold out
Krilogy Financial LLC0$00.00%−2,609−100.0%Sold out
Titleist Asset Management, LLC0$00.00%−2,606−100.0%Sold out
XTX Topco Ltd0$00.00%−2,557−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−2,312−100.0%Sold out
Laurion Capital Management LP0$00.00%−2,234−100.0%Sold out
Founders Financial Securities LLC0$00.00%−2,197−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−2,129−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−2,065−100.0%Sold out
Balboa Wealth Partners0$00.00%−1,986−100.0%Sold out
Solidarilty Wealth, LLC0$00.00%−1,975−100.0%Sold out
TCWP LLC0$00.00%−1,897−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−1,860−100.0%Sold out
LaSalle St. Investment Advisors, LLC0$00.00%−1,844−100.0%Sold out
BFT Financial Group, LLC0$00.00%−1,836−100.0%Sold out
Ninety One SA (PTY) Ltd0$00.00%−1,818−100.0%Sold out
Patton Albertson Miller Group, LLC0$00.00%−1,683−100.0%Sold out
Thompson Davis & Co., Inc.0$00.00%−1,677−100.0%Sold out
Single Point Partners, LLC0$00.00%−1,670−100.0%Sold out
Crescent Grove Advisors, LLC0$00.00%−1,666−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−1,653−100.0%Sold out
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial0$00.00%−1,600−100.0%Sold out
NorthLanding Financial Partners, LLC0$00.00%−1,509−100.0%Sold out
Bahl & Gaynor Inc0$00.00%−1,464−100.0%Sold out
Mill Creek Capital Advisors, LLC0$00.00%−1,425−100.0%Sold out
Princeton Capital Management LLC0$00.00%−1,401−100.0%Sold out
Houlihan Financial Resource Group, Ltd.0$00.00%−1,357−100.0%Sold out
U S Global Investors Inc0$00.00%−1,350−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,306−100.0%Sold out
Ballast, Inc.0$00.00%−1,288−100.0%Sold out
Monument Capital Management0$00.00%−1,275−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−1,256−100.0%Sold out
DFPG Investments, LLC0$00.00%−1,231−100.0%Sold out
Camden Capital, LLC0$00.00%−1,218−100.0%Sold out
Exos TFP Holdings LLC0$00.00%−1,099−100.0%Sold out
Orion Capital Management LLC0$00.00%−840−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−814−100.0%Sold out
State of Wyoming0$00.00%−800−100.0%Sold out
Accel Wealth Management0$00.00%−781−100.0%Sold out
Punch & Associates Investment Management, Inc.0$00.00%−750−100.0%Sold out
Savior LLC0$00.00%−624−100.0%Sold out
Pointe Capital Management LLC0$00.00%−619−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−600−100.0%Sold out
Fortis Advisors, LLC0$00.00%−588−100.0%Sold out
Sageworth Trust Co0$00.00%−500−100.0%Sold out
New Hampshire Trust0$00.00%−500−100.0%Sold out
Headlands Technologies LLC0$00.00%−460−100.0%Sold out
Graham Capital Wealth Management, LLC0$00.00%−387−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−265−100.0%Sold out
First PREMIER Bank0$00.00%−180−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−120−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−21−100.0%Sold out
James Investment Research Inc0$00.00%−20−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−16−100.0%Sold out
ETF Managers Group, LLC––––Not filed
Avalon Investment & Advisory––––Not filed
Investment Management of Virginia LLC––––Not filed
Stonnington Group, LLC––––Not filed
HighTower Trust Services, LTA––––Not filed
HNP Capital LLC––––Not filed
Domani Wealth, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
Kula Investments, LLC––––Not filed
Parsec Financial Management, Inc.––––Not filed
Asset Management Corp––––Not filed
Fidelity D & D Bancorp Inc––––Not filed
LeJeune Puetz Investment Counsel LLC––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Baldrige Asset Management LLC––––Not filed
Ahrens Investment Partners LLC––––Not filed