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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 1,671 | $291.1K | 0.01% | −510−23.4% | Reduced |
| Blue Fin Capital, Inc. | 1,674 | $291.6K | 0.08% | 00.0% | Unchanged |
| Michael B. Yongue | 1,675 | $291.8K | 0.27% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,683 | $293.2K | 0.02% | −26−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,692 | $294.7K | 0.17% | −1−0.1% | Reduced |
| KB Financial Partners, LLC | 1,693 | $295.0K | 0.08% | −3,281−66.0% | Reduced |
| Sittner & Nelson, LLC | 1,696 | $295.5K | 0.16% | +2+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 1,698 | $295.7K | 0.02% | −306−15.3% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $296.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,705 | $297.0K | 0.11% | +333+24.3% | Added |
| Wealthquest Corp | 1,719 | $299.4K | 0.04% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,719 | $299.4K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 1,725 | $300.5K | 0.08% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $300.8K | 0.01% | +1,727 | New |
| LMCG Investments, LLC | 1,738 | $302.8K | 0.02% | −18−1.0% | Reduced |
| Olistico Wealth, LLC | 1,742 | $303.4K | 0.26% | +2+0.1% | Added |
| First Financial Bank - Trust Division | 1,742 | $303.5K | 0.03% | −120−6.4% | Reduced |
| Eagle Bay Advisors LLC | 1,743 | $303.6K | 0.17% | −86−4.7% | Reduced |
| Trust Co of Virginia | 1,744 | $303.8K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $304.9K | 0.27% | 00.0% | Unchanged |
| LCNB Corp | 1,757 | $306.1K | 0.13% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,764 | $307.4K | 0.10% | +2+0.1% | Added |
| Alpha Cubed Investments, LLC | 1,765 | $307.4K | 0.02% | −120−6.4% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $307.5K | 0.04% | −100−5.4% | Reduced |
| Sentinus, LLC | 1,765 | $307.5K | 0.10% | −37−2.1% | Reduced |
| Golden State Equity Partners | 1,773 | $308.9K | 0.09% | +529+42.5% | Added |
| HCR Wealth Advisors | 1,775 | $309.2K | 0.06% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,779 | $309.9K | 0.15% | −146−7.6% | Reduced |
| Windsor Group LTD | 1,781 | $310.0K | 0.06% | +191+12.0% | Added |
| Riverwater Partners LLC | 1,789 | $311.6K | 0.28% | +130+7.8% | Added |
| PFG Investments, LLC | 1,791 | $312.0K | 0.06% | +313+21.2% | Added |
| 180 Wealth Advisors, LLC | 1,779 | $312.1K | 0.07% | +23+1.3% | Added |
| Cynosure Management, LLC | 1,793 | $312.3K | 0.09% | +1,793 | New |
| FourThought Financial Partners, LLC | 1,794 | $312.7K | 0.04% | −78−4.2% | Reduced |
| KC Investment Advisors, LLC | 1,797 | $313.0K | 0.21% | +301+20.1% | Added |
| C M Bidwell & Associates Ltd | 1,802 | $313.9K | 0.23% | −1−0.1% | Reduced |
| Northside Capital Management, LLC | 1,805 | $314.4K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,811 | $315.5K | 0.16% | +1,811 | New |
| Strategy Asset Managers LLC | 1,818 | $316.7K | 0.07% | +65+3.7% | Added |
| FinTrust Capital Advisors, LLC | 2,147 | $317.1K | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,828 | $318.4K | 0.03% | +1,828 | New |
| Capstone Investment Advisors, LLC | 1,831 | $319.0K | 0.01% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,831 | $319.0K | 0.02% | −349−16.0% | Reduced |
| Financial Connections Group, Inc. | 1,834 | $319.0K | 0.21% | +1,500+449.1% | Added |
| Strengthening Families & Communities, LLC | 1,829 | $319.0K | 0.14% | +1,829 | New |
| Annex Advisory Services, LLC | 1,832 | $319.1K | 0.02% | +314+20.7% | Added |
| Financial Architects, Inc | 1,835 | $319.7K | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,838 | $320.2K | 0.08% | −383−17.2% | Reduced |
| Arista Wealth Management, LLC | 1,839 | $320.3K | 0.13% | +3+0.2% | Added |
| Paul Damon & Associates, Inc. | 1,840 | $320.5K | 0.20% | +71+4.0% | Added |
| Ronald Blue Trust, Inc. | 1,947 | $321.0K | 0.01% | −3,425−63.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,843 | $321.1K | 0.08% | +102+5.9% | Added |
| Thompson Investment Management, Inc. | 1,856 | $323.3K | 0.05% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $323.7K | 0.03% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,862 | $324.4K | 0.28% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $325.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,867 | $325.2K | 0.08% | +5+0.3% | Added |
| Seven Mile Advisory | 1,869 | $325.6K | 0.38% | +1,869 | New |
| New England Capital Financial Advisors LLC | 1,871 | $326.0K | 0.22% | +7+0.4% | Added |
| Verity & Verity, LLC | 1,874 | $326.5K | 0.04% | −4,000−68.1% | Reduced |
| Forza Wealth Management, LLC | 1,878 | $327.1K | 0.16% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,884 | $328.1K | 0.02% | −22−1.2% | Reduced |
| Barton Investment Management | 1,900 | $331.0K | 0.05% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $331.0K | 0.21% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 1,905 | $331.9K | 0.06% | +1,905 | New |
| Relyea Zuckerberg Hanson LLC | 1,907 | $332.2K | 0.07% | −128−6.3% | Reduced |
| Tillman Hartley LLC | 1,908 | $332.4K | 0.13% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,911 | $332.9K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,915 | $333.6K | 0.04% | −10−0.5% | Reduced |
| Aua Capital Management, LLC | 1,915 | $333.6K | 0.23% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,927 | $335.7K | 0.22% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,931 | $336.4K | 0.02% | +1+0.1% | Added |
| Independent Family Office, LLC | 1,932 | $336.6K | 0.20% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,936 | $337.0K | 0.25% | +1,936 | New |
| Financial Advisors, LLC | 1,940 | $337.9K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,941 | $338.1K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,950 | $339.7K | 0.18% | −100−4.9% | Reduced |
| Davis R M Inc | 1,957 | $341.0K | 0.01% | +23+1.2% | Added |
| Integrated Advisors Network LLC | 1,959 | $341.3K | 0.02% | −330−14.4% | Reduced |
| First National Bank | 1,963 | $342.0K | 0.28% | 00.0% | Unchanged |
| Washington Trust Bank | 1,967 | $342.7K | 0.03% | +92+4.9% | Added |
| Walkner Condon Financial Advisors LLC | 1,968 | $342.8K | 0.09% | +26+1.3% | Added |
| Laidlaw Wealth Management LLC | 1,980 | $344.9K | 0.07% | −855−30.2% | Reduced |
| Arcataur Capital Management LLC | 1,980 | $344.9K | 0.14% | +1,980 | New |
| Thomasville National Bank | 1,984 | $345.6K | 0.03% | −25−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,986 | $346.0K | 0.23% | +140+7.6% | Added |
| Stonebridge Capital Advisors LLC | 1,987 | $346.1K | 0.04% | −48−2.4% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $348.0K | 0.31% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,000 | $348.4K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $348.4K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $348.4K | 0.39% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,000 | $348.4K | 0.06% | +6+0.3% | Added |
| Quinn Opportunity Partners LLC | 2,000 | $348.4K | 0.05% | +2,000 | New |
| Missouri Trust & Investment Co | 2,001 | $348.6K | 0.20% | +173+9.5% | Added |
| Chapin Davis, Inc. | 2,004 | $349.2K | 0.17% | +18+0.9% | Added |
| Richard W. Paul & Associates, LLC | 2,013 | $350.5K | 0.15% | −32−1.6% | Reduced |
| Sonoma Private Wealth LLC | 2,014 | $350.8K | 0.61% | +2,014 | New |
| RMR Wealth Builders | 2,021 | $352.1K | 0.06% | +46+2.3% | Added |
| Cypress Capital Group | 2,027 | $353.1K | 0.05% | +17+0.8% | Added |
| Waddell & Associates, LLC | 2,029 | $353.4K | 0.05% | −9−0.4% | Reduced |