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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 6,964 | $1.21M | 0.05% | −18−0.3% | Reduced |
| Trust Asset Management LLC | 6,944 | $1.21M | 0.13% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 6,929 | $1.21M | 0.03% | −2,629−27.5% | Reduced |
| SRN Advisors, LLC | 6,906 | $1.20M | 1.07% | −650−8.6% | Reduced |
| Beacon Financial Group | 6,972 | $1.20M | 0.16% | +70+1.0% | Added |
| Jefferies Financial Group Inc. | 6,888 | $1.20M | 0.03% | −14,834−68.3% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.20M | 0.78% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6,877 | $1.20M | 0.98% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,871 | $1.20M | 0.28% | −42−0.6% | Reduced |
| Patten & Patten Inc | 6,862 | $1.20M | 0.10% | −84−1.2% | Reduced |
| First Horizon Advisors, Inc. | 6,841 | $1.19M | 0.04% | +2,394+53.8% | Added |
| CMT Capital Markets Trading GmbH | 6,822 | $1.19M | 0.49% | −2,765−28.8% | Reduced |
| Smithfield Trust Co | 6,820 | $1.19M | 0.07% | −322−4.5% | Reduced |
| Penserra Capital Management LLC | 6,799 | $1.18M | 0.02% | +3,895+134.1% | Added |
| Segall Bryant & Hamill, LLC | 6,777 | $1.18M | 0.01% | +51+0.8% | Added |
| Icon Wealth Partners, LLC | 6,771 | $1.18M | 0.12% | +104+1.6% | Added |
| Busey Wealth Management | 6,769 | $1.18M | 0.05% | −392−5.5% | Reduced |
| Wade G W & Inc | 6,755 | $1.18M | 0.04% | +27+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 6,735 | $1.17M | 0.12% | +360+5.6% | Added |
| Vetamer Capital Management, L.P. | 6,719 | $1.17M | 1.81% | −3,247−32.6% | Reduced |
| Diligent Investors, LLC | 6,676 | $1.16M | 0.34% | +1,175+21.4% | Added |
| Engineers Gate Manager LP | 6,602 | $1.15M | 0.04% | +2,606+65.2% | Added |
| Principle Wealth Partners LLC | 6,584 | $1.15M | 0.12% | +225+3.5% | Added |
| Arete Wealth Advisors, LLC | 6,565 | $1.15M | 0.10% | −2,163−24.8% | Reduced |
| Duff & Phelps Investment Management Co | 6,555 | $1.14M | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 6,537 | $1.14M | 0.25% | +5,150+371.3% | Added |
| Coronation Fund Managers Ltd. | 6,533 | $1.14M | 0.03% | +78+1.2% | Added |
| Checchi Capital Advisers, LLC | 6,528 | $1.14M | 0.10% | +153+2.4% | Added |
| We Are One Seven, LLC | 6,480 | $1.13M | 0.10% | −571−8.1% | Reduced |
| Carr Financial Group Corp | 6,480 | $1.13M | 0.45% | 00.0% | Unchanged |
| Mark Stevens | 6,458 | $1.12M | 0.14% | +216+3.5% | Added |
| Davis Investment Partners, LLC | 6,351 | $1.12M | 0.54% | +6,351 | New |
| Mather Group, LLC. | 6,444 | $1.12M | 0.02% | +996+18.3% | Added |
| SageView Advisory Group, LLC | 6,435 | $1.12M | 0.06% | −1,176−15.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,426 | $1.12M | 0.26% | −92−1.4% | Reduced |
| Mutual Advisors, LLC | 6,409 | $1.12M | 0.04% | +296+4.8% | Added |
| Derbend Asset Management | 6,405 | $1.12M | 0.76% | +284+4.6% | Added |
| S&CO Inc | 6,386 | $1.11M | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,362 | $1.11M | 1.26% | −297−4.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,359 | $1.11M | 0.26% | −283−4.3% | Reduced |
| Becker Capital Management Inc | 6,243 | $1.09M | 0.04% | −20−0.3% | Reduced |
| Global Retirement Partners, LLC | 6,217 | $1.08M | 0.05% | −347−5.3% | Reduced |
| Washington Trust Advisors, Inc. | 6,191 | $1.08M | 0.10% | −2,376−27.7% | Reduced |
| Hartford Funds Management Co LLC | 6,165 | $1.07M | 0.11% | +719+13.2% | Added |
| Private Trust Co NA | 6,163 | $1.07M | 0.14% | +1,148+22.9% | Added |
| WealthTrust Axiom LLC | 6,153 | $1.07M | 0.36% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,153 | $1.07M | 0.03% | +544+9.7% | Added |
| Paragon Private Wealth Management, LLC | 6,139 | $1.07M | 0.85% | −761−11.0% | Reduced |
| Great West Life Assurance Co | 6,107 | $1.07M | 0.00% | −66,549−91.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,130 | $1.07M | 0.03% | +133+2.2% | Added |
| Harbour Investments, Inc. | 6,129 | $1.07M | 0.05% | −292−4.5% | Reduced |
| KRS Capital Management, LLC | 6,097 | $1.06M | 1.06% | +110+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 6,068 | $1.06M | 0.01% | −177,955−96.7% | Reduced |
| Continuum Advisory, LLC | 6,058 | $1.06M | 0.17% | +35+0.6% | Added |
| Ledyard National Bank | 6,048 | $1.05M | 0.11% | −107−1.7% | Reduced |
| Weil Company, Inc. | 6,000 | $1.05M | 0.47% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5,993 | $1.04M | 0.41% | +5,993 | New |
| Forum Financial Management, LP | 5,978 | $1.04M | 0.02% | +483+8.8% | Added |
| Parisi Gray Wealth Management | 6,301 | $1.04M | 0.47% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,952 | $1.04M | 0.21% | −284−4.6% | Reduced |
| Dover Advisors, LLC | 5,858 | $1.02M | 0.91% | +15+0.3% | Added |
| Spears Abacus Advisors LLC | 5,852 | $1.02M | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,847 | $1.02M | 0.25% | +14+0.2% | Added |
| Wealth Alliance | 5,804 | $1.01M | 0.15% | +208+3.7% | Added |
| Symphony Financial, Ltd. Co. | 5,867 | $1.01M | 0.25% | +177+3.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,779 | $1.01M | 0.01% | −470−7.5% | Reduced |
| Highline Wealth Partners LLC | 5,777 | $1.01M | 0.63% | 00.0% | Unchanged |
| Spinnaker Trust | 5,719 | $996.3K | 0.07% | −100−1.7% | Reduced |
| TrinityPoint Wealth, LLC | 5,686 | $990.5K | 0.19% | +26+0.5% | Added |
| Thomas White International Ltd | 5,678 | $989.1K | 0.21% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,659 | $985.8K | 0.36% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,647 | $983.6K | 0.08% | −185−3.2% | Reduced |
| Strategic Advisors LLC | 5,636 | $981.8K | 0.19% | +100+1.8% | Added |
| Desjardins Global Asset Management Inc. | 5,569 | $969.8K | 0.11% | +447+8.7% | Added |
| Lavaca Capital LLC | 5,566 | $969.6K | 0.30% | −718−11.4% | Reduced |
| Daymark Wealth Partners, LLC | 5,557 | $968.0K | 0.07% | +5,557 | New |
| Burke & Herbert Bank & Trust Co | 5,519 | $961.4K | 0.65% | −58−1.0% | Reduced |
| Harvest Volatility Management LLC | 5,519 | $961.4K | 0.19% | +208+3.9% | Added |
| Icon Advisers Inc | 5,500 | $958.1K | 0.24% | 00.0% | Unchanged |
| First Command Bank | 5,479 | $954.4K | 0.09% | −75−1.4% | Reduced |
| First Command Financial Services, Inc. | 5,479 | $954.4K | 0.09% | −75−1.4% | Reduced |
| Boyar Asset Management Inc. | 5,458 | $950.8K | 0.70% | −34−0.6% | Reduced |
| Pecaut & Co. | 5,427 | $945.4K | 0.40% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,417 | $943.6K | 0.13% | −280−4.9% | Reduced |
| Sargent Investment Group, LLC | 5,408 | $942.1K | 0.23% | −27−0.5% | Reduced |
| Amica Retiree Medical Trust | 5,403 | $941.0K | 1.05% | −741−12.1% | Reduced |
| Allworth Financial LP | 5,393 | $939.4K | 0.01% | +320+6.3% | Added |
| TCI Wealth Advisors, Inc. | 5,367 | $934.9K | 0.12% | +319+6.3% | Added |
| Ashton Thomas Private Wealth, LLC | 5,299 | $923.1K | 0.07% | +698+15.2% | Added |
| Hohimer Wealth Management, LLC | 5,282 | $920.1K | 0.25% | −207−3.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,418 | $920.1K | 0.12% | −4,180−43.6% | Reduced |
| Lewis Capital Management, LLC | 5,272 | $918.4K | 1.32% | +10.0% | Added |
| IHT Wealth Management, LLC | 5,260 | $916.2K | 0.05% | −915−14.8% | Reduced |
| Guyasuta Investment Advisors Inc | 5,255 | $915.4K | 0.07% | −200−3.7% | Reduced |
| Cumberland Partners Ltd | 5,250 | $914.5K | 0.08% | +3,250+162.5% | Added |
| Independent Financial Group, LLC | 5,213 | $908.1K | 0.06% | +277+5.6% | Added |
| Vectors Research Management, LLC | 5,209 | $907.0K | 0.26% | +33+0.6% | Added |
| Bedel Financial Consulting, Inc. | 5,178 | $902.0K | 0.19% | −10.0% | Reduced |
| Weik Capital Management | 5,168 | $900.3K | 0.43% | +25+0.5% | Added |
| Algert Global LLC | 5,112 | $890.5K | 0.04% | 00.0% | Unchanged |