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 |
|---|---|---|---|---|---|
| GraniteShares Advisors LLC | 2,029 | $353.5K | 0.32% | −171−7.8% | Reduced |
| Phoenix Wealth Advisors | 2,029 | $353.5K | 0.21% | −7−0.3% | Reduced |
| Lake Street Financial LLC | 2,033 | $354.1K | 0.06% | −19−0.9% | Reduced |
| Keudell/Morrison Wealth Management | 2,039 | $355.2K | 0.10% | 00.0% | Unchanged |
| First Personal Financial Services | 2,044 | $356.1K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,047 | $356.6K | 0.16% | +172+9.2% | Added |
| Fort Washington Investment Advisors Inc | 2,050 | $357.1K | 0.00% | −200−8.9% | Reduced |
| Pacitti Group Inc. | 2,054 | $357.7K | 0.25% | +10.0% | Added |
| Oxford Financial Group Ltd | 2,059 | $358.7K | 0.03% | +2,059 | New |
| Whitener Capital Management, Inc. | 2,060 | $358.9K | 0.14% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,071 | $360.8K | 0.49% | −75−3.5% | Reduced |
| Physicians Financial Services, Inc. | 2,070 | $361.0K | 0.14% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,074 | $361.3K | 0.01% | +30+1.5% | Added |
| Keating Investment Counselors Inc | 2,080 | $362.3K | 0.13% | −400−16.1% | Reduced |
| Toth Financial Advisory Corp | 2,100 | $365.8K | 0.05% | −171−7.5% | Reduced |
| Security National Bank of So Dak | 2,100 | $365.8K | 0.26% | +2,100 | New |
| Sherbrooke Park Advisers LLC | 2,100 | $365.8K | 0.19% | +2,100 | New |
| Capital Advisors Inc | 2,102 | $366.2K | 0.01% | +874+71.2% | Added |
| Trellis Advisors, LLC | 2,102 | $366.2K | 0.16% | −35−1.6% | Reduced |
| Central Bank & Trust Co | 2,107 | $367.0K | 0.06% | +75+3.7% | Added |
| Aberdeen Wealth Management LLC | 2,111 | $367.7K | 0.27% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,112 | $367.9K | 0.05% | +143+7.3% | Added |
| HC Advisors, LLC | 2,111 | $367.9K | 0.21% | +10.0% | Added |
| Blume Capital Management, Inc. | 2,112 | $367.9K | 0.11% | +63+3.1% | Added |
| Next Level Private LLC | 2,151 | $369.3K | 0.24% | +2,151 | New |
| Maven Securities LTD | 2,121 | $369.5K | 0.05% | +2,121 | New |
| Fairbanks Capital Management, Inc. | 2,141 | $373.0K | 0.29% | −15−0.7% | Reduced |
| Silverlake Wealth Management LLC | 2,142 | $373.2K | 0.21% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,146 | $373.8K | 0.15% | −100−4.5% | Reduced |
| Northern Oak Wealth Management Inc | 2,147 | $374.0K | 0.04% | +585+37.5% | Added |
| Greylin Investment Mangement Inc | 2,150 | $374.5K | 0.07% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,151 | $374.9K | 0.09% | +112+5.5% | Added |
| Enterprise Financial Services Corp | 2,153 | $375.1K | 0.24% | +627+41.1% | Added |
| Columbia Trust Co 01012016 | 2,157 | $375.7K | 0.21% | +115+5.6% | Added |
| Waters Parkerson & Co., LLC | 2,159 | $376.0K | 0.02% | −54−2.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,153 | $376.0K | 0.28% | −43−2.0% | Reduced |
| Yarbrough Capital, LLC | 2,161 | $376.4K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,161 | $376.4K | 0.16% | +44+2.1% | Added |
| Avantax Planning Partners, Inc. | 2,164 | $377.0K | 0.01% | +52+2.5% | Added |
| Rossmore Private Capital | 2,170 | $378.0K | 0.06% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,171 | $378.2K | 0.35% | +275+14.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,177 | $379.2K | 0.00% | +5+0.2% | Added |
| Eagle Asset Management Inc | 2,178 | $379.4K | 0.00% | +756+53.2% | Added |
| Mystic Asset Management, Inc. | 2,180 | $379.8K | 0.20% | −50−2.2% | Reduced |
| Provence Wealth Management Group | 2,186 | $380.8K | 0.22% | +24+1.1% | Added |
| Legacy Financial Advisors, Inc. | 2,188 | $381.1K | 0.07% | +165+8.2% | Added |
| Advisor OS, LLC | 2,189 | $381.3K | 0.06% | +676+44.7% | Added |
| Wealth Architects, LLC | 2,191 | $381.7K | 0.06% | −58−2.6% | Reduced |
| Donaldson Capital Management, LLC | 2,196 | $382.6K | 0.02% | +57+2.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $383.0K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 2,200 | $383.0K | 0.00% | +2,200 | New |
| Wealth Enhancement Advisory Services, LLC | 2,199 | $383.1K | 0.00% | −1,039−32.1% | Reduced |
| Wexford Capital LP | 2,200 | $383.2K | 0.08% | +500+29.4% | Added |
| Dechtman Wealth Management, LLC | 2,203 | $383.7K | 0.11% | +2,203 | New |
| Pettyjohn, Wood & White, Inc | 2,203 | $383.8K | 0.09% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,204 | $383.9K | 0.01% | +2,204 | New |
| Midwest Professional Planners, LTD. | 2,205 | $384.0K | 0.17% | −333−13.1% | Reduced |
| Sunburst Financial Group, LLC | 2,212 | $385.3K | 0.13% | 00.0% | Unchanged |
| Charter Trust Co | 2,212 | $385.3K | 0.03% | −68−3.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,217 | $386.0K | 0.20% | −396−15.2% | Reduced |
| Tiemann Investment Advisors, LLC | 2,216 | $386.0K | 0.20% | +25+1.1% | Added |
| Venturi Wealth Management, LLC | 2,220 | $386.7K | 0.03% | +11+0.5% | Added |
| Contravisory Investment Management, Inc. | 2,225 | $387.6K | 0.10% | +38+1.7% | Added |
| G&S Capital LLC | 2,225 | $387.6K | 0.19% | −18−0.8% | Reduced |
| Quantum Private Wealth, LLC | 2,240 | $390.2K | 0.18% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 2,242 | $390.5K | 0.46% | +19+0.9% | Added |
| Morningstar Investment Management LLC | 2,242 | $391.0K | 0.05% | +2,242 | New |
| All Terrain Financial Advisors, LLC | 2,259 | $393.5K | 0.18% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,268 | $395.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,268 | $395.1K | 0.12% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,268 | $395.1K | 0.05% | +128+6.0% | Added |
| StoneX Group Inc. | 2,268 | $395.2K | 0.04% | −104−4.4% | Reduced |
| Arden Trust Co | 2,288 | $398.0K | 0.07% | −4,150−64.5% | Reduced |
| M&R Capital Management Inc | 2,287 | $398.5K | 0.10% | +2+0.1% | Added |
| Geneos Wealth Management Inc. | 2,292 | $399.3K | 0.02% | −2,354−50.7% | Reduced |
| Larson Financial Group LLC | 2,294 | $399.7K | 0.04% | −347−13.1% | Reduced |
| Clear Harbor Asset Management, LLC | 2,300 | $400.7K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $400.7K | 0.26% | 00.0% | Unchanged |
| XR Securities LLC | 2,301 | $400.8K | 0.62% | +585+34.1% | Added |
| Benedetti & Gucer, Inc. | 2,307 | $402.0K | 0.21% | −317−12.1% | Reduced |
| Bangor Savings Bank | 2,308 | $402.1K | 0.05% | −21−0.9% | Reduced |
| Great Lakes Retirement, Inc. | 2,311 | $402.6K | 0.07% | −35−1.5% | Reduced |
| Cadent Capital Advisors, LLC | 2,314 | $403.1K | 0.25% | +10.0% | Added |
| Adirondack Trust Co | 2,400 | $405.3K | 0.19% | −33−1.4% | Reduced |
| Patten Group, Inc. | 2,330 | $405.9K | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,333 | $406.4K | 0.06% | +415+21.6% | Added |
| Strategic Blueprint, LLC | 2,334 | $406.5K | 0.04% | −15−0.6% | Reduced |
| DT Investment Partners, LLC | 2,397 | $406.7K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,335 | $406.8K | 0.08% | +18+0.8% | Added |
| Marino, Stram & Associates LLC | 2,335 | $406.8K | 0.12% | +48+2.1% | Added |
| 626 Financial, LLC | 2,357 | $410.5K | 0.26% | +10.0% | Added |
| Weaver Consulting Group | 2,378 | $414.2K | 0.18% | −37−1.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,380 | $414.6K | 0.01% | −166−6.5% | Reduced |
| Eudaimonia Partners, LLC | 2,380 | $414.6K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,386 | $415.6K | 0.16% | +2,386 | New |
| Indiana Trust & Investment Management CO | 2,387 | $415.8K | 0.21% | −420−15.0% | Reduced |
| First Capital Advisors Group, LLC. | 2,393 | $416.9K | 0.22% | −17−0.7% | Reduced |
| Kathmere Capital Management, LLC | 2,399 | $417.9K | 0.06% | +2,399 | New |
| Westbourne Investment Advisors, Inc. | 2,398 | $418.0K | 0.19% | +45+1.9% | Added |
| Confluence Investment Management LLC | 2,400 | $418.1K | 0.01% | 00.0% | Unchanged |