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 |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 2,910 | $506.9K | 0.13% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,913 | $507.4K | 0.06% | +590+25.4% | Added |
| EverSource Wealth Advisors, LLC | 2,925 | $509.5K | 0.06% | +184+6.7% | Added |
| WSFS Capital Management, LLC | 2,935 | $511.3K | 0.05% | +135+4.8% | Added |
| Tobam | 2,964 | $516.0K | 0.04% | +534+22.0% | Added |
| VeraBank, N.A. | 2,964 | $516.3K | 0.20% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,967 | $516.8K | 0.05% | −758−20.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,975 | $518.3K | 0.02% | +245+9.0% | Added |
| Advisor Resource Council | 2,985 | $520.0K | 0.30% | −405−11.9% | Reduced |
| Hamilton Capital, LLC | 2,995 | $521.7K | 0.04% | −124−4.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $522.3K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 2,996 | $522.4K | 0.47% | +2,996 | New |
| Legacy Wealth Management, LLC | 3,000 | $522.6K | 0.26% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,006 | $523.6K | 0.04% | −10.0% | Reduced |
| FirstPurpose Wealth LLC | 3,019 | $525.9K | 0.23% | −110−3.5% | Reduced |
| Belpointe Asset Management LLC | 3,019 | $526.0K | 0.06% | −7,559−71.5% | Reduced |
| Authentikos Wealth Advisory, LLC | 3,022 | $526.4K | 0.50% | −27−0.9% | Reduced |
| ERn Financial, LLC | 3,035 | $528.7K | 0.11% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $531.4K | 0.44% | −34−1.1% | Reduced |
| Borer Denton & Associates, Inc. | 3,052 | $531.7K | 0.21% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,056 | $532.4K | 0.25% | −57−1.8% | Reduced |
| Shufro Rose & Co LLC | 3,061 | $533.2K | 0.05% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,086 | $537.6K | 0.23% | −7−0.2% | Reduced |
| Plancorp, LLC | 3,091 | $538.5K | 0.03% | +12+0.4% | Added |
| CoreFirst Bank & Trust | 3,098 | $539.7K | 0.38% | −255−7.6% | Reduced |
| Legal Advantage Investments, Inc. | 3,100 | $540.0K | 0.36% | +1,000+47.6% | Added |
| Guardian Wealth Advisors, LLC | 3,113 | $542.3K | 0.09% | +109+3.6% | Added |
| Y.D. More Investments Ltd | 3,123 | $543.8K | 0.14% | −71−2.2% | Reduced |
| Clean Yield Group | 3,132 | $545.6K | 0.22% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,134 | $545.9K | 0.03% | −60−1.9% | Reduced |
| Exchange Bank | 3,139 | $546.8K | 0.53% | +3,139 | New |
| Eagle Ridge Investment Management | 3,139 | $546.8K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,140 | $546.9K | 0.11% | −61−1.9% | Reduced |
| Burney Co | 3,140 | $547.0K | 0.03% | +45+1.5% | Added |
| Tanager Wealth Management LLP | 3,148 | $548.4K | 0.12% | +118+3.9% | Added |
| InterOcean Capital Group, LLC | 3,156 | $549.7K | 0.02% | +494+18.6% | Added |
| Ridgewood Investments LLC | 3,174 | $552.9K | 0.31% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,195 | $557.0K | 0.08% | −4−0.1% | Reduced |
| CWA Asset Management Group, LLC | 3,198 | $557.1K | 0.04% | +65+2.1% | Added |
| Factorial Partners, LLC | 3,200 | $557.4K | 0.38% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,216 | $560.2K | 0.09% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,219 | $560.8K | 0.17% | −76−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,222 | $561.3K | 0.07% | +95+3.0% | Added |
| Arkadios Wealth Advisors | 3,223 | $561.5K | 0.07% | +129+4.2% | Added |
| Cary Street Partners Asset Management LLC | 3,226 | $562.0K | 0.10% | −5−0.2% | Reduced |
| Fort Pitt Capital Group, LLC | 3,227 | $562.1K | 0.02% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 3,228 | $562.3K | 0.08% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,238 | $564.1K | 0.07% | −58−1.8% | Reduced |
| Old Mission Investment Co LLC | 3,238 | $564.1K | 0.21% | +6+0.2% | Added |
| Solitude Financial Services | 3,240 | $564.4K | 0.32% | +380+13.3% | Added |
| Hoylecohen, LLC | 3,241 | $564.6K | 0.05% | −38−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 3,262 | $568.3K | 0.17% | +3+0.1% | Added |
| Purus Wealth Management, LLC | 3,265 | $568.8K | 0.37% | −73−2.2% | Reduced |
| Wealthcare Advisory Partners LLC | 3,286 | $572.5K | 0.03% | +590+21.9% | Added |
| Journey Strategic Wealth LLC | 3,292 | $573.4K | 0.03% | −1,357−29.2% | Reduced |
| Hartford Financial Management Inc. | 3,293 | $573.6K | 0.14% | −9−0.3% | Reduced |
| Private Ocean, LLC | 3,295 | $573.9K | 0.07% | −196−5.6% | Reduced |
| Geller Advisors LLC | 3,303 | $575.4K | 0.07% | +492+17.5% | Added |
| Aspen Investment Management Inc | 3,310 | $577.0K | 0.34% | +152+4.8% | Added |
| RMB Capital Management, LLC | 3,313 | $577.1K | 0.02% | +81+2.5% | Added |
| Congress Wealth Management LLC | 3,314 | $577.4K | 0.01% | +39+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,317 | $577.9K | 0.11% | −224−6.3% | Reduced |
| Sanders Morris Harris LLC | 3,297 | $578.4K | 0.13% | +3,297 | New |
| Agate Pass Investment Management, LLC | 3,330 | $580.1K | 0.35% | −185−5.3% | Reduced |
| Arrow Financial Corp | 3,348 | $583.2K | 0.07% | −52−1.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,353 | $584.2K | 0.02% | −29−0.9% | Reduced |
| Waterfront Wealth Inc. | 3,484 | $584.3K | 0.17% | −1,188−25.4% | Reduced |
| Philadelphia Trust Co | 3,357 | $585.0K | 0.06% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,392 | $590.8K | 0.08% | +663+24.3% | Added |
| MidWestOne Financial Group, Inc. | 3,404 | $593.0K | 0.13% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 3,407 | $593.5K | 0.21% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,414 | $594.7K | 0.50% | −30−0.9% | Reduced |
| Transform Wealth, LLC | 3,441 | $599.4K | 0.05% | −71−2.0% | Reduced |
| Ellevest, Inc. | 3,442 | $599.6K | 0.05% | −192−5.3% | Reduced |
| Summit X, LLC | 3,442 | $599.9K | 0.15% | +4+0.1% | Added |
| Breakwater Capital Group | 3,450 | $601.0K | 0.22% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,452 | $601.3K | 0.04% | +431+14.3% | Added |
| Archford Capital Strategies, LLC | 3,594 | $603.0K | 0.11% | −33−0.9% | Reduced |
| Kovack Advisors, Inc. | 3,464 | $603.5K | 0.08% | −115−3.2% | Reduced |
| Union Savings Bank | 3,596 | $607.3K | 0.36% | +3,596 | New |
| Portside Wealth Group, LLC | 3,495 | $608.8K | 0.11% | +3,495 | New |
| Richwood Investment Advisors, LLC | 3,498 | $609.3K | 0.59% | −64−1.8% | Reduced |
| Great Valley Advisor Group, Inc. | 3,495 | $609.3K | 0.03% | −884−20.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,516 | $612.4K | 0.16% | −50−1.4% | Reduced |
| US Asset Management LLC | 3,523 | $614.0K | 0.65% | −4−0.1% | Reduced |
| Trillium Asset Management, LLC | 3,526 | $614.0K | 0.02% | +283+8.7% | Added |
| Somerville Kurt F | 3,525 | $614.1K | 0.12% | −25−0.7% | Reduced |
| Sigma Investment Counselors Inc | 3,527 | $614.4K | 0.05% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,529 | $614.8K | 0.01% | +3,529 | New |
| Hills Bank & Trust Co | 3,530 | $614.9K | 0.08% | −100−2.8% | Reduced |
| Wesbanco Bank Inc | 3,539 | $617.0K | 0.03% | −400−10.2% | Reduced |
| Colonial Trust Advisors | 3,542 | $617.0K | 0.07% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,545 | $617.5K | 0.44% | +1,905+116.2% | Added |
| Magnus Financial Group LLC | 3,549 | $618.2K | 0.09% | +65+1.9% | Added |
| Aspire Private Capital, LLC | 3,553 | $618.9K | 0.20% | +18+0.5% | Added |
| Saybrook Capital | 3,600 | $627.0K | 0.19% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,607 | $628.0K | 0.10% | +805+28.7% | Added |
| Resolute Wealth Strategies, LLC | 3,622 | $631.0K | 0.49% | +6+0.2% | Added |
| MRP Capital Investments, LLC | 3,630 | $632.3K | 0.62% | +2,435+203.8% | Added |
| Capital Investment Advisors, LLC | 3,631 | $632.5K | 0.02% | +104+2.9% | Added |