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 |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 1,413 | $246.1K | 0.05% | +1,413 | New |
| Eagle Harbor Asset Management Inc | 1,415 | $246.5K | 0.32% | 00.0% | Unchanged |
| MJP Associates Inc | 1,415 | $246.5K | 0.08% | +1,415 | New |
| Connecticut Wealth Management, LLC | 1,419 | $247.2K | 0.02% | 00.0% | Unchanged |
| Davidson Trust Co | 1,428 | $248.8K | 0.18% | −30−2.1% | Reduced |
| Intrust Bank NA | 1,435 | $250.0K | 0.03% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,439 | $251.0K | 0.15% | −10−0.7% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $251.2K | 0.11% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,446 | $251.9K | 0.08% | +88+6.5% | Added |
| Hall Laurie J Trustee | 1,449 | $252.0K | 0.10% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,450 | $252.6K | 0.11% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,453 | $253.1K | 0.04% | +1,453 | New |
| JNBA Financial Advisors | 1,455 | $253.5K | 0.03% | −10−0.7% | Reduced |
| Capital Square, LLC | 1,456 | $253.6K | 0.23% | +1,456 | New |
| Southeast Asset Advisors Inc. | 1,458 | $254.0K | 0.04% | +3+0.2% | Added |
| Amplius Wealth Advisors, LLC | 1,459 | $254.2K | 0.03% | −29−1.9% | Reduced |
| Westover Capital Advisors, LLC | 1,460 | $254.3K | 0.09% | 00.0% | Unchanged |
| Motco | 1,462 | $254.7K | 0.02% | +17+1.2% | Added |
| CIC Wealth, LLC | 1,466 | $255.4K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,467 | $255.6K | 0.02% | +96+7.0% | Added |
| Mayfair Advisory Group, LLC | 1,507 | $255.9K | 0.26% | +24+1.6% | Added |
| Moody Lynn & Lieberson, LLC | 1,472 | $256.4K | 0.02% | −68−4.4% | Reduced |
| Zions Bancorporation, N.A. | 1,472 | $256.4K | 0.02% | +783+113.6% | Added |
| Forte Capital LLC | 1,476 | $257.1K | 0.04% | −215−12.7% | Reduced |
| Great Diamond Partners, LLC | 1,477 | $257.3K | 0.07% | −10−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 1,485 | $257.5K | 0.02% | +103+7.5% | Added |
| Delta Asset Management LLC | 1,486 | $258.9K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,496 | $260.6K | 0.02% | −1,373−47.9% | Reduced |
| MONECO Advisors, LLC | 1,497 | $260.7K | 0.07% | −47−3.0% | Reduced |
| Professional Advisory Services Inc | 1,500 | $261.0K | 0.04% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 1,500 | $261.3K | 0.15% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $261.3K | 0.16% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 1,502 | $261.6K | 0.28% | +1,502 | New |
| Channel Wealth LLC | 1,503 | $261.8K | 0.15% | −30−2.0% | Reduced |
| United Bank | 1,505 | $262.2K | 0.03% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,509 | $262.9K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,514 | $263.5K | 0.05% | −11−0.7% | Reduced |
| Pearl River Capital, LLC | 1,516 | $264.1K | 0.04% | −2,566−62.9% | Reduced |
| KFA Private Wealth Group, LLC | 1,517 | $264.3K | 0.11% | −10−0.7% | Reduced |
| West Family Investments, Inc. | 1,518 | $264.4K | 0.10% | +1,518 | New |
| Hexagon Capital Partners LLC | 1,523 | $265.3K | 0.07% | −135−8.1% | Reduced |
| Regal Investment Advisors LLC | 1,526 | $265.8K | 0.02% | +255+20.1% | Added |
| MV Capital Management, Inc. | 1,531 | $266.7K | 0.04% | +8+0.5% | Added |
| Sonora Investment Management Group, LLC | 1,533 | $267.1K | 0.02% | +151+10.9% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $267.2K | 0.27% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,548 | $269.7K | 0.07% | −98−6.0% | Reduced |
| Elevated Capital Advisors, LLC | 1,549 | $269.9K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,550 | $270.0K | 0.06% | −120−7.2% | Reduced |
| Old Second National Bank of Aurora | 1,555 | $270.9K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,557 | $271.0K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,556 | $271.1K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,566 | $272.9K | 0.09% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,567 | $273.0K | 0.05% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,571 | $273.7K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,571 | $273.7K | 0.03% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,572 | $274.0K | 0.08% | −498−24.1% | Reduced |
| EPG Wealth Management LLC | 1,575 | $274.4K | 0.08% | −37−2.3% | Reduced |
| Laird Norton Trust Company, LLC | 1,579 | $275.1K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,588 | $275.3K | 0.09% | +63+4.1% | Added |
| Kelman-Lazarov, Inc. | 1,584 | $275.9K | 0.07% | +34+2.2% | Added |
| Kolinsky Wealth Management, LLC | 1,605 | $276.2K | 0.26% | −24−1.5% | Reduced |
| Lafayette Investments, Inc. | 1,589 | $276.8K | 0.07% | +65+4.3% | Added |
| Baker Boyer National Bank | 1,593 | $277.5K | 0.10% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,597 | $278.1K | 0.11% | +241+17.8% | Added |
| Peterson Wealth Services | 1,599 | $278.5K | 0.13% | +133+9.1% | Added |
| Puzo Michael J | 1,600 | $278.7K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $278.7K | 0.16% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $278.7K | 0.04% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,600 | $278.7K | 0.11% | +319+24.9% | Added |
| Raleigh Capital Management Inc. | 1,602 | $279.0K | 0.14% | +164+11.4% | Added |
| Westwood Management Corp | 1,600 | $279.0K | 0.04% | −3,300−67.3% | Reduced |
| Thrive Wealth Management, LLC | 1,606 | $279.8K | 0.07% | +172+12.0% | Added |
| Acorn Wealth Advisors, LLC | 1,610 | $280.5K | 0.19% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,614 | $281.2K | 0.10% | +54+3.5% | Added |
| Sterling Investment Advisors, Ltd. | 1,616 | $281.6K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,619 | $282.0K | 0.01% | +2+0.1% | Added |
| Five Oceans Advisors | 1,622 | $282.6K | 0.18% | +119+7.9% | Added |
| Drive Wealth Management, LLC | 1,622 | $282.6K | 0.10% | +79+5.1% | Added |
| Hemington Wealth Management | 1,626 | $283.0K | 0.11% | −32−1.9% | Reduced |
| Keel Point, LLC | 1,625 | $283.0K | 0.04% | +226+16.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,625 | $283.1K | 0.04% | −15−0.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,625 | $283.1K | 0.12% | −15−0.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,626 | $283.3K | 0.12% | +41+2.6% | Added |
| Aire Advisors, LLC | 1,627 | $283.5K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,630 | $283.9K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,630 | $283.9K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,638 | $285.3K | 0.04% | −2−0.1% | Reduced |
| Rede Wealth, LLC | 1,641 | $285.9K | 0.14% | 00.0% | Unchanged |
| City Holding Co | 1,642 | $286.0K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,646 | $286.6K | 0.06% | +1,646 | New |
| Cozad Asset Management Inc | 1,646 | $286.7K | 0.04% | +196+13.5% | Added |
| Interchange Capital Partners, LLC | 1,651 | $287.2K | 0.22% | −2,504−60.3% | Reduced |
| Skba Capital Management LLC | 1,650 | $287.4K | 0.05% | −100−5.7% | Reduced |
| Schubert & Co | 1,650 | $287.4K | 0.27% | +4+0.2% | Added |
| Oxbow Advisors, LLC | 1,653 | $288.0K | 0.05% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,654 | $288.1K | 0.24% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,656 | $288.4K | 0.17% | −128−7.2% | Reduced |
| Fagan Associates, Inc. | 1,660 | $289.2K | 0.07% | −315−15.9% | Reduced |
| Tiedemann Advisors, LLC | 1,666 | $290.3K | 0.01% | +1,666 | New |
| NFP Retirement, Inc. | 1,671 | $291.0K | 0.05% | 00.0% | Unchanged |