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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 2,400 | $418.1K | 0.08% | +300+14.3% | Added |
| Paradigm Asset Management Co LLC | 2,400 | $418.1K | 0.11% | +2,400 | New |
| Horizon Wealth Management, LLC | 2,404 | $418.8K | 0.17% | +3+0.1% | Added |
| LS Investment Advisors, LLC | 2,406 | $419.1K | 0.07% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $419.8K | 0.15% | 00.0% | Unchanged |
| First National Corp | 2,411 | $420.0K | 0.10% | +10.0% | Added |
| Hunter Associates Investment Management LLC | 2,418 | $421.0K | 0.08% | −49−2.0% | Reduced |
| Howland Capital Management LLC | 2,426 | $422.6K | 0.02% | −17−0.7% | Reduced |
| Allstate Corp | 2,437 | $424.5K | 0.03% | −78−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,437 | $424.5K | 0.15% | +130+5.6% | Added |
| Woodline Partners LP | 2,442 | $425.4K | 0.01% | +2,442 | New |
| Means Investment Co., Inc. | 2,445 | $426.0K | 0.07% | +4+0.2% | Added |
| First Citizens Bank & Trust Co | 2,448 | $426.4K | 0.01% | −175−6.7% | Reduced |
| Quent Capital, LLC | 2,451 | $426.9K | 0.07% | +14+0.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,456 | $427.8K | 0.09% | −100−3.9% | Reduced |
| Soltis Investment Advisors LLC | 2,460 | $428.5K | 0.05% | +1,085+78.9% | Added |
| Verition Fund Management LLC | 2,460 | $428.5K | 0.01% | −14−0.6% | Reduced |
| Covenant Asset Management, LLC | 2,461 | $428.7K | 0.13% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,469 | $430.1K | 0.00% | −75,878−96.8% | Reduced |
| IFP Advisors, Inc | 5,077 | $430.2K | 0.02% | −233−4.4% | Reduced |
| Round Hill Asset Management | 2,472 | $430.6K | 0.27% | −50−2.0% | Reduced |
| Sippican Capital Advisors | 2,478 | $431.7K | 0.40% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,485 | $432.8K | 0.14% | −399−13.8% | Reduced |
| Addison Capital Co | 2,494 | $434.0K | 0.31% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,497 | $435.0K | 0.06% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,500 | $435.5K | 0.23% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $435.5K | 0.16% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $435.5K | 0.27% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,503 | $436.0K | 0.04% | −1,264−33.6% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $436.5K | 0.20% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,515 | $438.1K | 0.13% | −35−1.4% | Reduced |
| Silver Lake Advisory, LLC | 2,529 | $440.6K | 0.24% | −73−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,535 | $441.6K | 0.06% | +12+0.5% | Added |
| Level Four Advisory Services, LLC | 2,545 | $443.3K | 0.03% | +244+10.6% | Added |
| Duncker Streett & Co Inc | 2,550 | $444.2K | 0.10% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,556 | $445.3K | 0.12% | +18+0.7% | Added |
| Birch Hill Investment Advisors LLC | 2,559 | $445.8K | 0.03% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,572 | $448.0K | 0.18% | −97−3.6% | Reduced |
| Virginia Retirement Systems Et Al | 2,572 | $448.0K | 0.00% | −51,700−95.3% | Reduced |
| Monetary Management Group Inc | 2,575 | $448.6K | 0.14% | 00.0% | Unchanged |
| TNF LLC | 2,575 | $448.6K | 0.20% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,575 | $448.6K | 0.08% | −16−0.6% | Reduced |
| Capula Management Ltd | 2,580 | $449.4K | 0.05% | +1,978+328.6% | Added |
| Zullo Investment Group, Inc. | 2,589 | $451.1K | 0.26% | +61+2.4% | Added |
| Ballast Advisors LLC | 2,590 | $451.2K | 0.17% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,600 | $452.9K | 0.13% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,600 | $452.9K | 0.21% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,600 | $453.0K | 0.03% | +100+4.0% | Added |
| Hollencrest Capital Management | 2,601 | $453.0K | 0.05% | +10.0% | Added |
| Merrion Investment Management Co, LLC | 2,601 | $453.1K | 0.38% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,612 | $455.1K | 0.18% | +345+15.2% | Added |
| My Legacy Advisors, LLC | 2,637 | $459.5K | 0.18% | +376+16.6% | Added |
| REDW Wealth LLC | 2,656 | $462.7K | 0.14% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,662 | $463.7K | 0.23% | −6−0.2% | Reduced |
| SPC Financial, Inc. | 2,662 | $463.7K | 0.05% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,668 | $464.8K | 0.02% | +2,668 | New |
| Riverbridge Partners LLC | 2,673 | $465.6K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 2,675 | $466.0K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,676 | $466.2K | 0.16% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,681 | $467.0K | 0.28% | −45−1.7% | Reduced |
| Buckley Wealth Management, LLC | 2,685 | $467.7K | 0.16% | +2,685 | New |
| Capital Analysts, LLC | 2,699 | $470.0K | 0.03% | +54+2.0% | Added |
| Meridian Wealth Advisors, LLC | 2,699 | $470.2K | 0.11% | −625−18.8% | Reduced |
| LVW Advisors, LLC | 2,707 | $471.6K | 0.10% | −2,477−47.8% | Reduced |
| Kozak & Associates, Inc. | 2,689 | $471.8K | 0.19% | +9+0.3% | Added |
| M Holdings Securities, Inc. | 2,715 | $473.0K | 0.10% | −3,583−56.9% | Reduced |
| Essex Savings Bank | 2,721 | $474.0K | 0.16% | +470+20.9% | Added |
| Midwest Financial Group LLC | 2,723 | $474.0K | 0.40% | −100−3.5% | Reduced |
| Revisor Wealth Management LLC | 2,722 | $474.2K | 0.43% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,735 | $476.4K | 0.34% | −351−11.4% | Reduced |
| Mechanics Bank Trust Department | 2,748 | $478.7K | 0.08% | +448+19.5% | Added |
| One River Asset Management, LLC | 2,782 | $479.2K | 0.38% | +2,749+8,330.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $484.8K | 0.07% | +344+14.1% | Added |
| Athena Investment Management | 2,785 | $485.1K | 0.33% | −30−1.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,790 | $486.0K | 0.08% | +57+2.1% | Added |
| Texas Yale Capital Corp. | 2,798 | $487.4K | 0.02% | +56+2.0% | Added |
| Centennial Bank | 2,800 | $487.8K | 0.33% | −200−6.7% | Reduced |
| Marietta Investment Partners LLC | 2,800 | $487.8K | 0.13% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $487.8K | 0.44% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,814 | $490.2K | 0.07% | −10.0% | Reduced |
| Sendero Wealth Management, LLC | 2,814 | $490.2K | 0.11% | +2,814 | New |
| WMS Partners, LLC | 2,823 | $491.7K | 0.04% | +3+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,820 | $492.0K | 0.06% | −25,778−90.1% | Reduced |
| Bank Hapoalim BM | 2,823 | $492.0K | 0.07% | +38+1.4% | Added |
| Hanson & Doremus Investment Management | 2,824 | $492.0K | 0.10% | +322+12.9% | Added |
| Mezzasalma Advisors, LLC | 2,826 | $492.3K | 0.30% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 2,832 | $493.3K | 0.10% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,836 | $494.0K | 0.37% | +2,836 | New |
| Marcum Wealth, LLC | 2,845 | $495.5K | 0.06% | +40+1.4% | Added |
| Bristol John W & Co Inc | 2,851 | $496.6K | 0.01% | −88−3.0% | Reduced |
| Herold Advisors, Inc. | 2,851 | $496.7K | 0.15% | −350−10.9% | Reduced |
| McIlrath & Eck, LLC | 2,852 | $496.8K | 0.10% | −10−0.3% | Reduced |
| Cornerstone Wealth Group, LLC | 2,857 | $497.7K | 0.09% | +718+33.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,870 | $500.0K | 0.44% | +100+3.6% | Added |
| Bath Savings Trust Co | 2,873 | $500.5K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,878 | $501.3K | 0.23% | +52+1.8% | Added |
| Cherry Tree Wealth Management, LLC | 2,879 | $501.4K | 0.15% | +2,879 | New |
| Tradition Wealth Management, LLC | 2,890 | $503.0K | 0.06% | +92+3.3% | Added |
| Twin Lakes Capital Management, LLC | 2,894 | $504.1K | 0.36% | +5+0.2% | Added |
| Financial Management Network Inc | 2,878 | $504.9K | 0.18% | −232−7.5% | Reduced |