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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 5,109 | $890.0K | 0.21% | −20−0.4% | Reduced |
| Dakota Wealth Management | 5,091 | $886.8K | 0.04% | +542+11.9% | Added |
| Wealthspire Advisors, LLC | 5,073 | $883.8K | 0.01% | −5−0.1% | Reduced |
| Parkside Financial Bank & Trust | 5,070 | $883.2K | 0.21% | +6+0.1% | Added |
| Summit Global Investments | 5,056 | $881.0K | 0.06% | +1,649+48.4% | Added |
| Pine Valley Investments Ltd Liability Co | 5,057 | $880.9K | 0.09% | +5,057 | New |
| NBT Bank N A | 5,037 | $877.4K | 0.13% | −120−2.3% | Reduced |
| Garde Capital, Inc. | 5,013 | $873.0K | 0.07% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 5,000 | $871.0K | 0.85% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,000 | $871.0K | 0.20% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,990 | $869.3K | 0.05% | +10.0% | Added |
| Waldron Private Wealth LLC | 4,975 | $866.6K | 0.04% | −752−13.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,960 | $864.0K | 0.19% | +868+21.2% | Added |
| Capital Management Associates | 4,955 | $863.2K | 1.27% | −29−0.6% | Reduced |
| Caxton Associates LP | 4,931 | $859.0K | 0.13% | +4,931 | New |
| Aspiriant, LLC | 4,920 | $857.1K | 0.04% | −266−5.1% | Reduced |
| Oak Grove Capital LLC | 4,919 | $856.9K | 0.31% | +15+0.3% | Added |
| BDO Wealth Advisors, LLC | 4,898 | $853.2K | 0.10% | +2,993+157.1% | Added |
| Confluence Wealth Services, Inc. | 4,897 | $853.1K | 0.18% | +75+1.6% | Added |
| Resources Management Corp | 4,895 | $853.0K | 0.13% | +4,295+715.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,877 | $849.6K | 0.14% | −186−3.7% | Reduced |
| Crestwood Advisors Group LLC | 4,871 | $848.5K | 0.03% | −201−4.0% | Reduced |
| Financial Counselors Inc | 4,863 | $847.0K | 0.02% | −16−0.3% | Reduced |
| Steel Peak Wealth Management LLC | 4,859 | $846.4K | 0.05% | +260+5.7% | Added |
| Pflug Koory, LLC | 4,833 | $841.9K | 0.43% | 00.0% | Unchanged |
| Washington Trust Co | 4,830 | $841.4K | 0.04% | −142−2.9% | Reduced |
| Leisure Capital Management | 4,809 | $837.7K | 0.46% | −221−4.4% | Reduced |
| S.A. Mason LLC | 5,053 | $833.4K | 0.61% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,780 | $832.6K | 0.07% | +50+1.1% | Added |
| First Foundation Advisors | 4,767 | $830.4K | 0.04% | +164+3.6% | Added |
| Tufton Capital Management | 4,735 | $824.8K | 0.18% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,716 | $821.5K | 0.11% | −500−9.6% | Reduced |
| Saxon Interests, Inc. | 4,714 | $821.2K | 0.44% | +35+0.7% | Added |
| Fred Alger Management, LLC | 4,706 | $819.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,700 | $818.7K | 0.13% | −12−0.3% | Reduced |
| Guardian Investment Management | 4,692 | $817.3K | 0.70% | +4,692 | New |
| Robertson Stephens Wealth Management, LLC | 4,673 | $814.1K | 0.06% | −1,058−18.5% | Reduced |
| Leonteq Securities AG | 4,657 | $811.2K | 0.08% | −11,103−70.5% | Reduced |
| Hall Capital Management Co Inc | 4,656 | $811.1K | 0.46% | +648+16.2% | Added |
| Advisors Capital Management, LLC | 4,632 | $807.0K | 0.02% | +188+4.2% | Added |
| UniSuper Management Pty Ltd | 4,600 | $801.3K | 0.01% | +4,600 | New |
| First National Bank of South Miami | 4,600 | $801.3K | 0.64% | −752−14.1% | Reduced |
| Sentry LLC | 4,591 | $799.8K | 0.17% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,705 | $799.0K | 0.31% | +98+2.1% | Added |
| Profit Investment Management, LLC | 4,585 | $798.7K | 0.52% | +13+0.3% | Added |
| Verus Capital Partners, LLC | 4,575 | $797.0K | 0.11% | −152−3.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,548 | $792.0K | 0.56% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,545 | $791.7K | 0.04% | −343−7.0% | Reduced |
| RB Capital Management, LLC | 4,529 | $788.9K | 0.24% | +22+0.5% | Added |
| Leavell Investment Management, Inc. | 4,521 | $788.0K | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 4,518 | $787.1K | 0.08% | +1,428+46.2% | Added |
| Capital Wealth Planning, LLC | 4,510 | $785.6K | 0.01% | −15−0.3% | Reduced |
| Schulhoff & Co Inc | 4,490 | $782.2K | 0.36% | 00.0% | Unchanged |
| AIA Group Ltd | 4,488 | $781.8K | 0.04% | +4,488 | New |
| RSM US Wealth Management LLC | 4,480 | $780.5K | 0.03% | −582−11.5% | Reduced |
| Allegheny Financial Group LTD | 4,475 | $779.6K | 0.37% | +20.0% | Added |
| Conning Inc. | 4,475 | $779.5K | 0.03% | −1,124−20.1% | Reduced |
| Legacy Advisors, LLC | 4,471 | $778.8K | 0.12% | +24+0.5% | Added |
| Graypoint LLC | 4,468 | $778.4K | 0.08% | −233−5.0% | Reduced |
| Ervin Investment Management, LLC | 4,465 | $777.9K | 0.62% | −40−0.9% | Reduced |
| AdvisorNet Financial, Inc | 4,453 | $775.7K | 0.07% | −181−3.9% | Reduced |
| JLB & Associates Inc | 4,450 | $775.2K | 0.11% | +29+0.7% | Added |
| Morse Asset Management, Inc | 4,440 | $773.0K | 0.24% | −2,922−39.7% | Reduced |
| Koshinski Asset Management, Inc. | 4,418 | $769.6K | 0.08% | −467−9.6% | Reduced |
| IFG Advisors, LLC | 4,414 | $769.0K | 0.27% | +7+0.2% | Added |
| Focus Financial Network, Inc. | 4,411 | $768.4K | 0.04% | +157+3.7% | Added |
| BigSur Wealth Management LLC | 4,400 | $766.5K | 0.37% | −300−6.4% | 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 |
| CFO4Life Group, LLC | 4,367 | $760.8K | 0.16% | −27−0.6% | Reduced |
| Atlas Brown,Inc. | 4,364 | $760.3K | 0.33% | +11+0.3% | Added |
| Alhambra Investment Partners LLC | 4,355 | $758.6K | 0.50% | −63−1.4% | Reduced |
| Unigestion Holding SA | 4,404 | $757.8K | 0.04% | −708−13.8% | Reduced |
| Sage Rhino Capital LLC | 4,346 | $757.1K | 0.21% | −357−7.6% | Reduced |
| Prospera Financial Services Inc | 4,326 | $755.4K | 0.03% | −780−15.3% | Reduced |
| Wellington Shields & Co., LLC | 4,320 | $752.5K | 0.18% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,319 | $752.4K | 0.47% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,307 | $750.3K | 0.09% | +115+2.7% | Added |
| NorthRock Partners, LLC | 4,306 | $750.1K | 0.08% | −571−11.7% | Reduced |
| Basepoint Wealth LLC | 4,274 | $744.6K | 0.62% | +4+0.1% | Added |
| Estabrook Capital Management | 4,274 | $744.5K | 0.12% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,269 | $743.7K | 0.56% | +8+0.2% | Added |
| Spire Wealth Management | 4,248 | $740.1K | 0.03% | +195+4.8% | Added |
| Heritage Wealth Advisors | 4,245 | $739.4K | 0.04% | +36+0.9% | Added |
| Cypress Wealth Services, LLC | 4,215 | $739.2K | 0.19% | +9+0.2% | Added |
| 3Chopt Investment Partners, LLC | 4,227 | $736.3K | 0.37% | −200−4.5% | Reduced |
| Lifeworks Advisors, LLC | 4,215 | $734.3K | 0.31% | −143−3.3% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $732.5K | 0.09% | −1,500−26.3% | Reduced |
| JT Stratford LLC | 4,195 | $730.8K | 0.20% | +4,195 | New |
| Brighton Jones LLC | 4,194 | $730.5K | 0.04% | +794+23.4% | Added |
| Evanson Asset Management, LLC | 4,193 | $730.3K | 0.07% | +20.0% | Added |
| L2 Asset Management, LLC | 4,190 | $729.9K | 0.36% | +425+11.3% | Added |
| First National Bank of Hutchinson | 4,169 | $726.2K | 0.53% | +69+1.7% | Added |
| WBH Advisory Inc | 4,163 | $725.2K | 0.09% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,162 | $725.0K | 0.18% | −3,578−46.2% | Reduced |
| Birinyi Associates Inc | 4,150 | $723.0K | 0.26% | +435+11.7% | Added |
| Vista Wealth Management Group, LLC | 4,137 | $720.7K | 0.07% | −92−2.2% | 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 |
| Boston Financial Mangement LLC | 4,130 | $719.4K | 0.03% | −180−4.2% | Reduced |