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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 4,124 | $718.0K | 0.27% | +1,062+34.7% | Added |
| Benin Management CORP | 4,116 | $717.0K | 0.26% | −116−2.7% | Reduced |
| 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 |
| Prairie Sky Financial Group LLC | 4,100 | $714.2K | 0.49% | +4,100 | New |
| Evermay Wealth Management LLC | 4,096 | $713.5K | 0.14% | −63−1.5% | Reduced |
| Meridian Wealth Management, LLC | 4,089 | $712.4K | 0.06% | −46−1.1% | Reduced |
| First Western Trust Bank | 4,060 | $707.3K | 0.03% | −234−5.4% | Reduced |
| River & Mercantile Asset Management LLP | 4,064 | $707.0K | 0.14% | −2,880−41.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,046 | $704.9K | 0.20% | +147+3.8% | Added |
| Chicago Partners Investment Group LLC | 4,221 | $703.9K | 0.04% | +1,098+35.2% | Added |
| First Affirmative Financial Network | 4,026 | $701.3K | 0.70% | +399+11.0% | Added |
| Salem Investment Counselors Inc | 4,016 | $699.6K | 0.03% | +32+0.8% | Added |
| Outlook Wealth Advisors, LLC | 4,015 | $699.5K | 0.26% | +964+31.6% | Added |
| Centerpoint Advisors, LLC | 3,993 | $696.0K | 0.28% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,977 | $692.8K | 0.05% | +3,977 | New |
| Oakworth Capital, Inc. | 3,976 | $692.6K | 0.06% | +10+0.3% | Added |
| Old National Bancorp | 3,950 | $688.1K | 0.02% | +32+0.8% | Added |
| PFG Advisors | 3,943 | $686.9K | 0.05% | +37+0.9% | Added |
| Red Door Wealth Management, LLC | 3,943 | $686.9K | 0.15% | +3,943 | New |
| Greystone Financial Group, LLC | 3,932 | $685.0K | 0.16% | −775−16.5% | Reduced |
| Thoroughbred Financial Services, LLC | 3,928 | $684.0K | 0.09% | +10.0% | Added |
| Lazari Capital Management, Inc. | 3,890 | $677.6K | 0.38% | +3,890 | New |
| Twelve Points Wealth Management LLC | 3,883 | $676.4K | 0.36% | −490−11.2% | Reduced |
| Culbertson A N & Co Inc | 3,865 | $673.3K | 0.13% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,845 | $669.8K | 0.16% | −11−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,840 | $668.9K | 0.12% | +770+25.1% | Added |
| American National Bank | 3,828 | $666.8K | 0.11% | −26−0.7% | Reduced |
| Delta Investment Management, LLC | 3,824 | $666.1K | 0.18% | −71−1.8% | Reduced |
| MTM Investment Management, LLC | 3,822 | $665.8K | 0.33% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 58,477 | $659.9K | 0.09% | +14,914+34.2% | Added |
| Essex Financial Services, Inc. | 3,788 | $659.9K | 0.08% | −4,015−51.5% | Reduced |
| Gradient Investments LLC | 3,767 | $656.2K | 0.02% | −34,285−90.1% | Reduced |
| J. W. Coons Advisors, LLC | 3,767 | $656.2K | 0.18% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,721 | $648.2K | 0.13% | +22+0.6% | Added |
| Perpetual Ltd | 3,717 | $647.5K | 0.01% | −1,803−32.7% | Reduced |
| Wealthsource Partners, LLC | 3,715 | $647.2K | 0.04% | −2,606−41.2% | Reduced |
| Alerus Financial NA | 3,673 | $639.8K | 0.05% | −23,705−86.6% | Reduced |
| Gitterman Wealth Management, LLC | 3,670 | $639.3K | 0.30% | 00.0% | Unchanged |
| Aries Wealth Management | 3,664 | $638.3K | 0.25% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3,663 | $638.1K | 0.14% | +2,010+121.6% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $638.0K | 0.14% | 00.0% | Unchanged |
| Platform Technology Partners | 3,645 | $636.5K | 0.30% | −16−0.4% | Reduced |
| First City Capital Management, Inc. | 3,648 | $635.5K | 0.38% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,647 | $635.3K | 0.11% | +3+0.1% | Added |
| Cornerstone Wealth Management, LLC | 3,641 | $634.3K | 0.06% | +119+3.4% | Added |
| Knightsbridge Asset Management, LLC | 3,637 | $634.0K | 0.20% | −3,742−50.7% | Reduced |
| Capital Investment Advisors, LLC | 3,631 | $632.5K | 0.02% | +104+2.9% | Added |
| MRP Capital Investments, LLC | 3,630 | $632.3K | 0.62% | +2,435+203.8% | Added |
| Resolute Wealth Strategies, LLC | 3,622 | $631.0K | 0.49% | +6+0.2% | Added |
| Abbrea Capital, LLC | 3,607 | $628.0K | 0.10% | +805+28.7% | Added |
| Saybrook Capital | 3,600 | $627.0K | 0.19% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,553 | $618.9K | 0.20% | +18+0.5% | Added |
| Magnus Financial Group LLC | 3,549 | $618.2K | 0.09% | +65+1.9% | Added |
| Orleans Capital Management Corp | 3,545 | $617.5K | 0.44% | +1,905+116.2% | Added |
| Colonial Trust Advisors | 3,542 | $617.0K | 0.07% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,539 | $617.0K | 0.03% | −400−10.2% | Reduced |
| Hills Bank & Trust Co | 3,530 | $614.9K | 0.08% | −100−2.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,529 | $614.8K | 0.01% | +3,529 | New |
| Sigma Investment Counselors Inc | 3,527 | $614.4K | 0.05% | 00.0% | Unchanged |
| Somerville Kurt F | 3,525 | $614.1K | 0.12% | −25−0.7% | 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 |
| Ipswich Investment Management Co., Inc. | 3,516 | $612.4K | 0.16% | −50−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 3,495 | $609.3K | 0.03% | −884−20.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,498 | $609.3K | 0.59% | −64−1.8% | Reduced |
| Portside Wealth Group, LLC | 3,495 | $608.8K | 0.11% | +3,495 | New |
| Union Savings Bank | 3,596 | $607.3K | 0.36% | +3,596 | New |
| Kovack Advisors, Inc. | 3,464 | $603.5K | 0.08% | −115−3.2% | Reduced |
| Archford Capital Strategies, LLC | 3,594 | $603.0K | 0.11% | −33−0.9% | Reduced |
| Accredited Investors Inc. | 3,452 | $601.3K | 0.04% | +431+14.3% | Added |
| Breakwater Capital Group | 3,450 | $601.0K | 0.22% | 00.0% | Unchanged |
| Summit X, LLC | 3,442 | $599.9K | 0.15% | +4+0.1% | Added |
| Ellevest, Inc. | 3,442 | $599.6K | 0.05% | −192−5.3% | Reduced |
| Transform Wealth, LLC | 3,441 | $599.4K | 0.05% | −71−2.0% | Reduced |
| Defined Wealth Management, LLC | 3,414 | $594.7K | 0.50% | −30−0.9% | Reduced |
| Spouting Rock Asset Management, LLC | 3,407 | $593.5K | 0.21% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,404 | $593.0K | 0.13% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,392 | $590.8K | 0.08% | +663+24.3% | Added |
| Philadelphia Trust Co | 3,357 | $585.0K | 0.06% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 3,484 | $584.3K | 0.17% | −1,188−25.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,353 | $584.2K | 0.02% | −29−0.9% | Reduced |
| Arrow Financial Corp | 3,348 | $583.2K | 0.07% | −52−1.5% | Reduced |
| Agate Pass Investment Management, LLC | 3,330 | $580.1K | 0.35% | −185−5.3% | Reduced |
| Sanders Morris Harris LLC | 3,297 | $578.4K | 0.13% | +3,297 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,317 | $577.9K | 0.11% | −224−6.3% | Reduced |
| Congress Wealth Management LLC | 3,314 | $577.4K | 0.01% | +39+1.2% | Added |
| RMB Capital Management, LLC | 3,313 | $577.1K | 0.02% | +81+2.5% | Added |
| Aspen Investment Management Inc | 3,310 | $577.0K | 0.34% | +152+4.8% | Added |
| Geller Advisors LLC | 3,303 | $575.4K | 0.07% | +492+17.5% | Added |
| Private Ocean, LLC | 3,295 | $573.9K | 0.07% | −196−5.6% | Reduced |
| Hartford Financial Management Inc. | 3,293 | $573.6K | 0.14% | −9−0.3% | Reduced |
| Journey Strategic Wealth LLC | 3,292 | $573.4K | 0.03% | −1,357−29.2% | Reduced |
| Wealthcare Advisory Partners LLC | 3,286 | $572.5K | 0.03% | +590+21.9% | Added |
| Purus Wealth Management, LLC | 3,265 | $568.8K | 0.37% | −73−2.2% | Reduced |
| SignalPoint Asset Management, LLC | 3,262 | $568.3K | 0.17% | +3+0.1% | Added |
| Hoylecohen, LLC | 3,241 | $564.6K | 0.05% | −38−1.2% | Reduced |
| Solitude Financial Services | 3,240 | $564.4K | 0.32% | +380+13.3% | Added |
| Old Mission Investment Co LLC | 3,238 | $564.1K | 0.21% | +6+0.2% | Added |
| Cable Hill Partners, LLC | 3,238 | $564.1K | 0.07% | −58−1.8% | Reduced |