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 |
|---|---|---|---|---|---|
| Weybosset Research & Management LLC | 1,150 | $200.0K | 0.07% | −350−23.3% | Reduced |
| Corrigan Financial, Inc. | 1,150 | $200.3K | 0.06% | +1,150 | New |
| Berger Financial Group, Inc | 1,151 | $200.5K | 0.02% | +1,151 | New |
| Centiva Capital, LP | 1,158 | $201.7K | 0.01% | −28,009−96.0% | Reduced |
| Aveo Capital Partners, LLC | 1,160 | $202.1K | 0.03% | +1,160 | New |
| SevenBridge Financial Group, LLC | 1,160 | $202.1K | 0.05% | +1,160 | New |
| DF Dent & Co Inc | 1,161 | $202.3K | 0.00% | +1,161 | New |
| Deuterium Capital Management, LLC | 1,162 | $202.4K | 0.28% | +1,162 | New |
| Silvia McColl Wealth Management, LLC | 1,165 | $202.9K | 0.19% | +1,165 | New |
| KCS Wealth Advisory | 1,167 | $203.3K | 0.07% | +1,167 | New |
| Family Firm, Inc. | 1,167 | $203.3K | 0.05% | +1,167 | New |
| Sebold Capital Management, Inc. | 1,172 | $204.2K | 0.16% | +1,172 | New |
| One Day In July LLC | 1,174 | $204.5K | 0.04% | +1,174 | New |
| Montgomery Investment Management Inc | 1,175 | $204.7K | 0.07% | +1,175 | New |
| Carmel Capital Partners, LLC | 1,183 | $206.1K | 0.11% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,192 | $207.6K | 0.10% | +1,192 | New |
| Atlantic Trust, LLC | 1,194 | $208.0K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,198 | $208.7K | 0.03% | −623−34.2% | Reduced |
| Fiera Capital Corp | 1,200 | $209.0K | 0.00% | +1,200 | New |
| Gyroscope Capital Management Group, LLC | 1,200 | $209.0K | 0.05% | +1,200 | New |
| Omega Financial Group, LLC | 1,200 | $209.0K | 0.10% | +1,200 | New |
| Parsons Capital Management Inc | 1,202 | $209.4K | 0.02% | +1,202 | New |
| Plante Moran Financial Advisors, LLC | 1,204 | $209.7K | 0.02% | +500+71.0% | Added |
| Rosenbaum Jay D. | 1,204 | $209.7K | 0.34% | +1,204 | New |
| Claro Advisors LLC | 1,212 | $211.2K | 0.05% | +1,212 | New |
| Truvestments Capital LLC | 1,212 | $211.2K | 0.11% | +251+26.1% | Added |
| Abacus Planning Group, Inc. | 1,214 | $211.5K | 0.05% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,218 | $212.2K | 0.13% | −100−7.6% | Reduced |
| Magellan Asset Management Ltd | 1,220 | $212.5K | 0.00% | +40+3.4% | Added |
| Firestone Capital Management | 1,215 | $213.1K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,227 | $213.7K | 0.04% | −60−4.7% | Reduced |
| Encompass Wealth Advisors, LLC | 1,230 | $214.3K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,236 | $215.3K | 0.01% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 1,240 | $216.0K | 0.15% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,247 | $217.2K | 0.13% | −150−10.7% | Reduced |
| Bridges Investment Management Inc | 1,250 | $217.8K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,250 | $217.8K | 0.01% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,252 | $218.1K | 0.03% | +30+2.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,253 | $218.3K | 0.06% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,254 | $218.4K | 0.06% | −54−4.1% | Reduced |
| Wedge Capital Management L L P | 1,255 | $218.6K | 0.00% | −118−8.6% | Reduced |
| Ancora Advisors, LLC | 1,258 | $219.1K | 0.01% | +278+28.4% | Added |
| PRW Wealth Management LLC | 1,250 | $219.2K | 0.08% | +1,250 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,262 | $219.8K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,265 | $220.3K | 0.02% | −421−25.0% | Reduced |
| Middleton & Co Inc | 1,269 | $221.1K | 0.03% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,269 | $221.1K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,271 | $221.4K | 0.03% | +1,271 | New |
| Investment Management Corp of Ontario | 1,272 | $221.6K | 0.01% | −11,274−89.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,273 | $221.8K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,274 | $221.9K | 0.03% | +25+2.0% | Added |
| Prossimo Advisors, LLC | 1,273 | $222.0K | 0.21% | +1,273 | New |
| Trifecta Capital Advisors, LLC | 1,276 | $222.3K | 0.07% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,278 | $222.6K | 0.02% | +1,278 | New |
| 4J Wealth Management LLC | 1,278 | $222.6K | 0.22% | +1,278 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,279 | $222.7K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 1,280 | $223.0K | 0.07% | +67+5.5% | Added |
| Port Capital LLC | 1,282 | $223.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,287 | $224.0K | 0.06% | +634+97.1% | Added |
| First International Bank & Trust | 1,291 | $224.9K | 0.07% | +1,291 | New |
| JFS Wealth Advisors, LLC | 1,293 | $225.2K | 0.02% | −19−1.4% | Reduced |
| KLCM Advisors, Inc. | 1,293 | $225.2K | 0.04% | +1,293 | New |
| Sunbelt Securities, Inc. | 1,295 | $225.6K | 0.03% | +108+9.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,295 | $225.6K | 0.03% | −57−4.2% | Reduced |
| Tortoise Investment Management, LLC | 1,299 | $226.3K | 0.03% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $226.5K | 0.24% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $226.5K | 0.12% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $227.3K | 0.16% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,322 | $227.5K | 0.03% | +26+2.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $227.5K | 0.14% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,315 | $229.1K | 0.06% | 00.0% | Unchanged |
| Hudock, Inc. | 1,316 | $229.2K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,316 | $229.2K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,320 | $229.9K | 0.21% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,320 | $230.0K | 0.13% | −59−4.3% | Reduced |
| Kapstone Financial Advisors LLC | 1,359 | $230.6K | 0.19% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,329 | $231.5K | 0.01% | +1,329 | New |
| Atomi Financial Group, Inc. | 1,329 | $231.5K | 0.11% | +1,329 | New |
| Sovereign Financial Group, Inc. | 1,329 | $231.6K | 0.08% | +1,329 | New |
| Heartland Bank & Trust Co | 1,332 | $232.0K | 0.18% | 00.0% | Unchanged |
| City State Bank | 1,345 | $234.0K | 0.13% | −2−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,346 | $234.5K | 0.03% | −235−14.9% | Reduced |
| Fulcrum Capital LLC | 1,350 | $235.2K | 0.06% | −350−20.6% | Reduced |
| Burns J W & Co Inc | 1,353 | $236.0K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,352 | $237.4K | 0.04% | +21+1.6% | Added |
| Legacy Private Trust Co. | 1,365 | $237.8K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,376 | $239.7K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,379 | $240.0K | 0.07% | −659−32.3% | Reduced |
| Centric Wealth Management | 1,401 | $240.6K | 0.10% | −31−2.2% | Reduced |
| Strait & Sound Wealth Management LLC | 1,382 | $240.7K | 0.24% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,384 | $241.1K | 0.12% | −500−26.5% | Reduced |
| Godsey & Gibb Associates | 1,387 | $241.6K | 0.03% | +180+14.9% | Added |
| Gateway Advisory, LLC | 1,389 | $242.0K | 0.05% | +54+4.0% | Added |
| Terra Nova Asset Management LLC | 1,391 | $242.2K | 0.22% | −74−5.1% | Reduced |
| KG&L Capital Management,LLC | 1,393 | $242.7K | 0.12% | +1,393 | New |
| Regent Peak Wealth Advisors LLC | 1,400 | $243.9K | 0.07% | −131−8.6% | Reduced |
| E&G Advisors, LP | 1,400 | $243.9K | 0.09% | +50+3.7% | Added |
| Financial Engines Advisors L.L.C. | 1,400 | $244.0K | 0.00% | +1,400 | New |
| Family Asset Management, LLC | 1,402 | $244.2K | 0.16% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,406 | $244.9K | 0.05% | +1,406 | New |