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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 8,950 | $1.56M | 0.08% | +750+9.1% | Added |
| RNC Capital Management LLC | 8,884 | $1.55M | 0.09% | −1,010−10.2% | Reduced |
| Equitable Holdings, Inc. | 8,882 | $1.55M | 0.02% | +3,941+79.8% | Added |
| Berkshire Asset Management LLC | 8,877 | $1.55M | 0.09% | +10.0% | Added |
| Merit Financial Group, LLC | 8,849 | $1.54M | 0.05% | +1,255+16.5% | Added |
| Jones Financial Companies LLLP | 8,791 | $1.53M | 0.00% | −327−3.6% | Reduced |
| Simmons Bank | 8,782 | $1.53M | 0.13% | −108−1.2% | Reduced |
| Barden Capital Management, Inc. | 8,778 | $1.53M | 1.68% | −1,211−12.1% | Reduced |
| Beaumont Financial Advisors, LLC | 8,760 | $1.53M | 0.14% | +116+1.3% | Added |
| Evergreen Capital Management LLC | 8,758 | $1.53M | 0.06% | +196+2.3% | Added |
| Center for Financial Planning, Inc. | 8,732 | $1.52M | 0.32% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,677 | $1.51M | 0.13% | −49−0.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,656 | $1.51M | 0.55% | −101−1.2% | Reduced |
| Taylor Frigon Capital Management LLC | 8,652 | $1.51M | 0.74% | −72−0.8% | Reduced |
| HBK Sorce Advisory LLC | 8,645 | $1.51M | 0.06% | −70−0.8% | Reduced |
| Wedmont Private Capital | 8,677 | $1.50M | 0.16% | +2,024+30.4% | Added |
| DoubleLine ETF Adviser LP | 8,619 | $1.50M | 0.55% | +194+2.3% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.50M | 0.14% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8,615 | $1.50M | 0.37% | +62+0.7% | Added |
| United Asset Strategies, Inc. | 8,582 | $1.49M | 0.19% | +23+0.3% | Added |
| Strategic Investment Advisors | 8,575 | $1.49M | 0.21% | −68−0.8% | Reduced |
| Investors Asset Management of Georgia Inc | 8,550 | $1.49M | 0.77% | 00.0% | Unchanged |
| Rothschild Investment Corp | 8,510 | $1.48M | 0.12% | +118+1.4% | Added |
| Hiddenite Capital Partners LP | 8,500 | $1.48M | 1.90% | +8,500 | New |
| Invst, LLC | 8,477 | $1.48M | 0.21% | −69−0.8% | Reduced |
| Harbor Capital Advisors, Inc. | 8,391 | $1.46M | 0.29% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8,384 | $1.46M | 0.03% | −4,223−33.5% | Reduced |
| Amarillo National Bank | 8,374 | $1.46M | 0.28% | −15−0.2% | Reduced |
| Citizens National Bank Trust Department | 8,371 | $1.46M | 0.39% | +5,476+189.2% | Added |
| Oldfather Financial Services, LLC | 8,326 | $1.45M | 0.71% | −300−3.5% | Reduced |
| BancorpSouth Bank | 8,326 | $1.45M | 0.13% | +888+11.9% | Added |
| Boltwood Capital Management | 8,325 | $1.45M | 0.52% | −55−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 8,308 | $1.45M | 0.28% | +4,392+112.2% | Added |
| Massmutual Trust Co FSB | 8,277 | $1.44M | 0.05% | +70+0.9% | Added |
| Rathbone Brothers plc | 8,276 | $1.44M | 0.01% | −281−3.3% | Reduced |
| Osborne Partners Capital Management, LLC | 8,261 | $1.44M | 0.10% | −53−0.6% | Reduced |
| Apollon Wealth Management, LLC | 8,254 | $1.44M | 0.07% | +318+4.0% | Added |
| Palisade Asset Management, LLC | 8,248 | $1.44M | 0.17% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 8,230 | $1.43M | 0.02% | +8,230 | New |
| Grimes & Company, Inc. | 8,221 | $1.43M | 0.05% | −45−0.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,285 | $1.43M | 0.04% | −530−6.0% | Reduced |
| Anchor Investment Management, LLC | 8,196 | $1.43M | 0.18% | −2,025−19.8% | Reduced |
| FineMark National Bank & Trust | 8,190 | $1.43M | 0.06% | −391−4.6% | Reduced |
| Evoke Wealth, LLC | 8,145 | $1.42M | 0.05% | +159+2.0% | Added |
| Triad Investment Management | 8,138 | $1.42M | 1.97% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,101 | $1.41M | 0.06% | −130−1.6% | Reduced |
| McMillion Capital Management Inc | 8,090 | $1.41M | 1.25% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 8,080 | $1.41M | 0.30% | −2,945−26.7% | Reduced |
| Pitcairn Co | 8,009 | $1.40M | 0.12% | −64−0.8% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.39M | 0.75% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,999 | $1.39M | 0.16% | +87+1.1% | Added |
| RFG Advisory, LLC | 7,976 | $1.39M | 0.06% | −18−0.2% | Reduced |
| Greenwood Gearhart Inc | 7,958 | $1.39M | 0.16% | −65−0.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,933 | $1.38M | 0.47% | −227−2.8% | Reduced |
| Excalibur Management Corp | 7,911 | $1.38M | 0.70% | −150−1.9% | Reduced |
| Veriti Management LLC | 7,909 | $1.38M | 0.15% | −1,653−17.3% | Reduced |
| Community Bank, N.A. | 7,865 | $1.37M | 0.18% | −153−1.9% | Reduced |
| Intellectus Partners, LLC | 7,812 | $1.36M | 0.41% | +450+6.1% | Added |
| Wealth Advisors, Inc. | 7,786 | $1.36M | 0.58% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,759 | $1.35M | 0.26% | −1,319−14.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,741 | $1.35M | 0.25% | +520+7.2% | Added |
| Natixis | 7,720 | $1.34M | 0.01% | +7,720 | New |
| Summit Trail Advisors, LLC | 7,710 | $1.34M | 0.05% | +1,809+30.7% | Added |
| Bank of Hawaii | 7,689 | $1.34M | 0.07% | −30.0% | Reduced |
| Gotham Asset Management, LLC | 7,683 | $1.34M | 0.03% | −826−9.7% | Reduced |
| Beach Investment Counsel Inc | 7,633 | $1.33M | 0.16% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 7,608 | $1.33M | 0.36% | +444+6.2% | Added |
| Associated Banc-Corp | 7,606 | $1.32M | 0.05% | −62−0.8% | Reduced |
| AXS Investments LLC | 7,556 | $1.32M | 0.35% | +706+10.3% | Added |
| Chesapeake Wealth Management | 7,488 | $1.30M | 0.51% | −107−1.4% | Reduced |
| Ascent Group, LLC | 7,829 | $1.30M | 0.14% | −147−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 7,433 | $1.29M | 0.09% | 00.0% | Unchanged |
| Signature Wealth Management Group | 7,425 | $1.29M | 0.60% | −175−2.3% | Reduced |
| Lumature Wealth Partners, LLC | 7,410 | $1.29M | 0.77% | −43−0.6% | Reduced |
| Karpas Strategies, LLC | 7,395 | $1.29M | 0.43% | −341−4.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,352 | $1.28M | 0.67% | +7,312+18,280.0% | Added |
| Woodstock Corp | 7,350 | $1.28M | 0.15% | −888−10.8% | Reduced |
| ING Groep NV | 7,337 | $1.28M | 0.01% | −9,531−56.5% | Reduced |
| Foundations Investment Advisors, LLC | 7,292 | $1.27M | 0.04% | +3,235+79.7% | Added |
| YHB Investment Advisors, Inc. | 7,287 | $1.27M | 0.12% | +75+1.0% | Added |
| Auxier Asset Management | 7,273 | $1.27M | 0.21% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 7,249 | $1.26M | 0.62% | +83+1.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $1.26M | 0.09% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,223 | $1.26M | 0.11% | +12+0.2% | Added |
| Cigna Investments Inc | 7,215 | $1.26M | 0.23% | −58−0.8% | Reduced |
| Fort Point Capital Partners LLC | 7,212 | $1.26M | 0.19% | +15+0.2% | Added |
| Connolly Sarah T. | 7,200 | $1.25M | 0.76% | −85−1.2% | Reduced |
| Balentine LLC | 7,200 | $1.25M | 0.04% | +8+0.1% | Added |
| Symmetry Partners, LLC | 7,193 | $1.25M | 0.07% | +376+5.5% | Added |
| Clarius Group, LLC | 7,191 | $1.25M | 0.10% | −136−1.9% | Reduced |
| Veracity Capital LLC | 7,172 | $1.25M | 0.53% | +10+0.1% | Added |
| Van Strum & Towne Inc. | 7,140 | $1.24M | 0.51% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 7,128 | $1.24M | 0.65% | −15−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,077 | $1.23M | 0.05% | −254−3.5% | Reduced |
| Insight Advisors, LLC | 7,077 | $1.23M | 0.28% | −11−0.2% | Reduced |
| McAdam, LLC | 7,064 | $1.23M | 0.10% | +153+2.2% | Added |
| Telemus Capital, LLC | 6,999 | $1.22M | 0.10% | −116−1.6% | Reduced |
| Edentree Asset Management Ltd | 7,000 | $1.22M | 0.42% | +7,000 | New |
| Townsend & Associates, Inc | 7,318 | $1.22M | 0.31% | +578+8.6% | Added |
| Levin Capital Strategies, L.P. | 6,964 | $1.21M | 0.14% | +1,900+37.5% | Added |