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 |
|---|---|---|---|---|---|
| Knightsbridge Asset Management, LLC | 3,637 | $634.0K | 0.20% | −3,742−50.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,641 | $634.3K | 0.06% | +119+3.4% | Added |
| LGL Partners, LLC | 3,647 | $635.3K | 0.11% | +3+0.1% | Added |
| First City Capital Management, Inc. | 3,648 | $635.5K | 0.38% | 00.0% | Unchanged |
| Platform Technology Partners | 3,645 | $636.5K | 0.30% | −16−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $638.0K | 0.14% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3,663 | $638.1K | 0.14% | +2,010+121.6% | Added |
| Aries Wealth Management | 3,664 | $638.3K | 0.25% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,670 | $639.3K | 0.30% | 00.0% | Unchanged |
| Alerus Financial NA | 3,673 | $639.8K | 0.05% | −23,705−86.6% | Reduced |
| Wealthsource Partners, LLC | 3,715 | $647.2K | 0.04% | −2,606−41.2% | Reduced |
| Perpetual Ltd | 3,717 | $647.5K | 0.01% | −1,803−32.7% | Reduced |
| Grove Bank & Trust | 3,721 | $648.2K | 0.13% | +22+0.6% | Added |
| J. W. Coons Advisors, LLC | 3,767 | $656.2K | 0.18% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,767 | $656.2K | 0.02% | −34,285−90.1% | Reduced |
| Essex Financial Services, Inc. | 3,788 | $659.9K | 0.08% | −4,015−51.5% | Reduced |
| International Assets Investment Management, LLC | 58,477 | $659.9K | 0.09% | +14,914+34.2% | Added |
| MTM Investment Management, LLC | 3,822 | $665.8K | 0.33% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,824 | $666.1K | 0.18% | −71−1.8% | Reduced |
| American National Bank | 3,828 | $666.8K | 0.11% | −26−0.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,840 | $668.9K | 0.12% | +770+25.1% | Added |
| Sunflower Bank, N.A. | 3,845 | $669.8K | 0.16% | −11−0.3% | Reduced |
| Culbertson A N & Co Inc | 3,865 | $673.3K | 0.13% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 3,883 | $676.4K | 0.36% | −490−11.2% | Reduced |
| Lazari Capital Management, Inc. | 3,890 | $677.6K | 0.38% | +3,890 | New |
| Thoroughbred Financial Services, LLC | 3,928 | $684.0K | 0.09% | +10.0% | Added |
| Greystone Financial Group, LLC | 3,932 | $685.0K | 0.16% | −775−16.5% | Reduced |
| Red Door Wealth Management, LLC | 3,943 | $686.9K | 0.15% | +3,943 | New |
| PFG Advisors | 3,943 | $686.9K | 0.05% | +37+0.9% | Added |
| Old National Bancorp | 3,950 | $688.1K | 0.02% | +32+0.8% | Added |
| Oakworth Capital, Inc. | 3,976 | $692.6K | 0.06% | +10+0.3% | Added |
| Summit Financial, LLC | 3,977 | $692.8K | 0.05% | +3,977 | New |
| Centerpoint Advisors, LLC | 3,993 | $696.0K | 0.28% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 4,015 | $699.5K | 0.26% | +964+31.6% | Added |
| Salem Investment Counselors Inc | 4,016 | $699.6K | 0.03% | +32+0.8% | Added |
| First Affirmative Financial Network | 4,026 | $701.3K | 0.70% | +399+11.0% | Added |
| Chicago Partners Investment Group LLC | 4,221 | $703.9K | 0.04% | +1,098+35.2% | Added |
| Quadrant Private Wealth Management, LLC | 4,046 | $704.9K | 0.20% | +147+3.8% | Added |
| River & Mercantile Asset Management LLP | 4,064 | $707.0K | 0.14% | −2,880−41.5% | Reduced |
| First Western Trust Bank | 4,060 | $707.3K | 0.03% | −234−5.4% | Reduced |
| Meridian Wealth Management, LLC | 4,089 | $712.4K | 0.06% | −46−1.1% | Reduced |
| Evermay Wealth Management LLC | 4,096 | $713.5K | 0.14% | −63−1.5% | Reduced |
| Prairie Sky Financial Group LLC | 4,100 | $714.2K | 0.49% | +4,100 | New |
| Baldwin Investment Management, LLC | 4,110 | $716.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial Group Inc | 4,110 | $716.0K | 0.28% | 00.0% | Unchanged |
| Benin Management CORP | 4,116 | $717.0K | 0.26% | −116−2.7% | Reduced |
| Sentry Investment Management LLC | 4,124 | $718.0K | 0.27% | +1,062+34.7% | Added |
| Boston Financial Mangement LLC | 4,130 | $719.4K | 0.03% | −180−4.2% | Reduced |
| Empowered Funds, LLC | 4,133 | $720.0K | 0.03% | +564+15.8% | Added |
| EA Series Trust | 4,133 | $720.0K | 0.03% | +4,133 | New |
| Vista Wealth Management Group, LLC | 4,137 | $720.7K | 0.07% | −92−2.2% | Reduced |
| Birinyi Associates Inc | 4,150 | $723.0K | 0.26% | +435+11.7% | Added |
| SkyView Investment Advisors, LLC | 4,162 | $725.0K | 0.18% | −3,578−46.2% | Reduced |
| WBH Advisory Inc | 4,163 | $725.2K | 0.09% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 4,169 | $726.2K | 0.53% | +69+1.7% | Added |
| L2 Asset Management, LLC | 4,190 | $729.9K | 0.36% | +425+11.3% | Added |
| Evanson Asset Management, LLC | 4,193 | $730.3K | 0.07% | +20.0% | Added |
| Brighton Jones LLC | 4,194 | $730.5K | 0.04% | +794+23.4% | Added |
| JT Stratford LLC | 4,195 | $730.8K | 0.20% | +4,195 | New |
| Lyell Wealth Management, LP | 4,205 | $732.5K | 0.09% | −1,500−26.3% | Reduced |
| Lifeworks Advisors, LLC | 4,215 | $734.3K | 0.31% | −143−3.3% | Reduced |
| 3Chopt Investment Partners, LLC | 4,227 | $736.3K | 0.37% | −200−4.5% | Reduced |
| Cypress Wealth Services, LLC | 4,215 | $739.2K | 0.19% | +9+0.2% | Added |
| Heritage Wealth Advisors | 4,245 | $739.4K | 0.04% | +36+0.9% | Added |
| Spire Wealth Management | 4,248 | $740.1K | 0.03% | +195+4.8% | Added |
| Beaumont Asset Management, L.L.C. | 4,269 | $743.7K | 0.56% | +8+0.2% | Added |
| Estabrook Capital Management | 4,274 | $744.5K | 0.12% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,274 | $744.6K | 0.62% | +4+0.1% | Added |
| NorthRock Partners, LLC | 4,306 | $750.1K | 0.08% | −571−11.7% | Reduced |
| SeaCrest Wealth Management, LLC | 4,307 | $750.3K | 0.09% | +115+2.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,319 | $752.4K | 0.47% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,320 | $752.5K | 0.18% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,326 | $755.4K | 0.03% | −780−15.3% | Reduced |
| Sage Rhino Capital LLC | 4,346 | $757.1K | 0.21% | −357−7.6% | Reduced |
| Unigestion Holding SA | 4,404 | $757.8K | 0.04% | −708−13.8% | Reduced |
| Alhambra Investment Partners LLC | 4,355 | $758.6K | 0.50% | −63−1.4% | Reduced |
| Atlas Brown,Inc. | 4,364 | $760.3K | 0.33% | +11+0.3% | Added |
| CFO4Life Group, LLC | 4,367 | $760.8K | 0.16% | −27−0.6% | Reduced |
| Byrne Asset Management LLC | 4,399 | $766.0K | 0.50% | +99+2.3% | Added |
| RFP Financial Group LLC | 4,397 | $766.0K | 0.31% | +3,945+872.8% | Added |
| BigSur Wealth Management LLC | 4,400 | $766.5K | 0.37% | −300−6.4% | Reduced |
| Focus Financial Network, Inc. | 4,411 | $768.4K | 0.04% | +157+3.7% | Added |
| IFG Advisors, LLC | 4,414 | $769.0K | 0.27% | +7+0.2% | Added |
| Koshinski Asset Management, Inc. | 4,418 | $769.6K | 0.08% | −467−9.6% | Reduced |
| Morse Asset Management, Inc | 4,440 | $773.0K | 0.24% | −2,922−39.7% | Reduced |
| JLB & Associates Inc | 4,450 | $775.2K | 0.11% | +29+0.7% | Added |
| AdvisorNet Financial, Inc | 4,453 | $775.7K | 0.07% | −181−3.9% | Reduced |
| Ervin Investment Management, LLC | 4,465 | $777.9K | 0.62% | −40−0.9% | Reduced |
| Graypoint LLC | 4,468 | $778.4K | 0.08% | −233−5.0% | Reduced |
| Legacy Advisors, LLC | 4,471 | $778.8K | 0.12% | +24+0.5% | Added |
| Conning Inc. | 4,475 | $779.5K | 0.03% | −1,124−20.1% | Reduced |
| Allegheny Financial Group LTD | 4,475 | $779.6K | 0.37% | +20.0% | Added |
| RSM US Wealth Management LLC | 4,480 | $780.5K | 0.03% | −582−11.5% | Reduced |
| AIA Group Ltd | 4,488 | $781.8K | 0.04% | +4,488 | New |
| Schulhoff & Co Inc | 4,490 | $782.2K | 0.36% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 4,510 | $785.6K | 0.01% | −15−0.3% | Reduced |
| Zhang Financial LLC | 4,518 | $787.1K | 0.08% | +1,428+46.2% | Added |
| Leavell Investment Management, Inc. | 4,521 | $788.0K | 0.05% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,529 | $788.9K | 0.24% | +22+0.5% | Added |
| Baker Avenue Asset Management, LP | 4,545 | $791.7K | 0.04% | −343−7.0% | Reduced |