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
- 2,047
- +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
- 732 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 |
|---|---|---|---|---|---|
| Matrix Asset Advisors Inc | 3,228 | $562.3K | 0.08% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,227 | $562.1K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 3,226 | $562.0K | 0.10% | −5−0.2% | Reduced |
| Arkadios Wealth Advisors | 3,223 | $561.5K | 0.07% | +129+4.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,222 | $561.3K | 0.07% | +95+3.0% | Added |
| Doliver Advisors, LP | 3,219 | $560.8K | 0.17% | −76−2.3% | Reduced |
| Tompkins Financial Corp | 3,216 | $560.2K | 0.09% | 00.0% | Unchanged |
| Factorial Partners, LLC | 3,200 | $557.4K | 0.38% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,198 | $557.1K | 0.04% | +65+2.1% | Added |
| Altfest L J & Co Inc | 3,195 | $557.0K | 0.08% | −4−0.1% | Reduced |
| Ridgewood Investments LLC | 3,174 | $552.9K | 0.31% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,156 | $549.7K | 0.02% | +494+18.6% | Added |
| Tanager Wealth Management LLP | 3,148 | $548.4K | 0.12% | +118+3.9% | Added |
| Burney Co | 3,140 | $547.0K | 0.03% | +45+1.5% | Added |
| BSW Wealth Partners | 3,140 | $546.9K | 0.11% | −61−1.9% | Reduced |
| Eagle Ridge Investment Management | 3,139 | $546.8K | 0.06% | 00.0% | Unchanged |
| Exchange Bank | 3,139 | $546.8K | 0.53% | +3,139 | New |
| Dynamic Advisor Solutions LLC | 3,134 | $545.9K | 0.03% | −60−1.9% | Reduced |
| Clean Yield Group | 3,132 | $545.6K | 0.22% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3,123 | $543.8K | 0.14% | −71−2.2% | Reduced |
| Guardian Wealth Advisors, LLC | 3,113 | $542.3K | 0.09% | +109+3.6% | Added |
| Legal Advantage Investments, Inc. | 3,100 | $540.0K | 0.36% | +1,000+47.6% | Added |
| CoreFirst Bank & Trust | 3,098 | $539.7K | 0.38% | −255−7.6% | Reduced |
| Plancorp, LLC | 3,091 | $538.5K | 0.03% | +12+0.4% | Added |
| Westmount Partners, LLC | 3,086 | $537.6K | 0.23% | −7−0.2% | Reduced |
| Shufro Rose & Co LLC | 3,061 | $533.2K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,056 | $532.4K | 0.25% | −57−1.8% | Reduced |
| Borer Denton & Associates, Inc. | 3,052 | $531.7K | 0.21% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $531.4K | 0.44% | −34−1.1% | Reduced |
| ERn Financial, LLC | 3,035 | $528.7K | 0.11% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,022 | $526.4K | 0.50% | −27−0.9% | Reduced |
| Belpointe Asset Management LLC | 3,019 | $526.0K | 0.06% | −7,559−71.5% | Reduced |
| FirstPurpose Wealth LLC | 3,019 | $525.9K | 0.23% | −110−3.5% | Reduced |
| Acropolis Investment Management, LLC | 3,006 | $523.6K | 0.04% | −10.0% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $522.6K | 0.26% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 2,996 | $522.4K | 0.47% | +2,996 | New |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $522.3K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,995 | $521.7K | 0.04% | −124−4.0% | Reduced |
| Advisor Resource Council | 2,985 | $520.0K | 0.30% | −405−11.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,975 | $518.3K | 0.02% | +245+9.0% | Added |
| MCF Advisors LLC | 2,967 | $516.8K | 0.05% | −758−20.3% | Reduced |
| VeraBank, N.A. | 2,964 | $516.3K | 0.20% | 00.0% | Unchanged |
| Tobam | 2,964 | $516.0K | 0.04% | +534+22.0% | Added |
| WSFS Capital Management, LLC | 2,935 | $511.3K | 0.05% | +135+4.8% | Added |
| EverSource Wealth Advisors, LLC | 2,925 | $509.5K | 0.06% | +184+6.7% | Added |
| PDS Planning, Inc | 2,913 | $507.4K | 0.06% | +590+25.4% | Added |
| Cambridge Advisors Inc. | 2,910 | $506.9K | 0.13% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,878 | $504.9K | 0.18% | −232−7.5% | Reduced |
| Twin Lakes Capital Management, LLC | 2,894 | $504.1K | 0.36% | +5+0.2% | Added |
| Tradition Wealth Management, LLC | 2,890 | $503.0K | 0.06% | +92+3.3% | Added |
| Cherry Tree Wealth Management, LLC | 2,879 | $501.4K | 0.15% | +2,879 | New |
| Global Trust Asset Management, LLC | 2,878 | $501.3K | 0.23% | +52+1.8% | Added |
| Bath Savings Trust Co | 2,873 | $500.5K | 0.06% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,870 | $500.0K | 0.44% | +100+3.6% | Added |
| Cornerstone Wealth Group, LLC | 2,857 | $497.7K | 0.09% | +718+33.6% | Added |
| McIlrath & Eck, LLC | 2,852 | $496.8K | 0.10% | −10−0.3% | Reduced |
| Herold Advisors, Inc. | 2,851 | $496.7K | 0.15% | −350−10.9% | Reduced |
| Bristol John W & Co Inc | 2,851 | $496.6K | 0.01% | −88−3.0% | Reduced |
| Marcum Wealth, LLC | 2,845 | $495.5K | 0.06% | +40+1.4% | Added |
| Fortune Financial Advisors, LLC | 2,836 | $494.0K | 0.37% | +2,836 | New |
| MayTech Global Investments, LLC | 2,832 | $493.3K | 0.10% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,826 | $492.3K | 0.30% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,820 | $492.0K | 0.06% | −25,778−90.1% | Reduced |
| Bank Hapoalim BM | 2,823 | $492.0K | 0.07% | +38+1.4% | Added |
| Hanson & Doremus Investment Management | 2,824 | $492.0K | 0.10% | +322+12.9% | Added |
| WMS Partners, LLC | 2,823 | $491.7K | 0.04% | +3+0.1% | Added |
| Nilsine Partners, LLC | 2,814 | $490.2K | 0.07% | −10.0% | Reduced |
| Sendero Wealth Management, LLC | 2,814 | $490.2K | 0.11% | +2,814 | New |
| Centennial Bank | 2,800 | $487.8K | 0.33% | −200−6.7% | Reduced |
| Marietta Investment Partners LLC | 2,800 | $487.8K | 0.13% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $487.8K | 0.44% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,798 | $487.4K | 0.02% | +56+2.0% | Added |
| Pekin Hardy Strauss, Inc. | 2,790 | $486.0K | 0.08% | +57+2.1% | Added |
| Athena Investment Management | 2,785 | $485.1K | 0.33% | −30−1.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $484.8K | 0.07% | +344+14.1% | Added |
| One River Asset Management, LLC | 2,782 | $479.2K | 0.38% | +2,749+8,330.3% | Added |
| Mechanics Bank Trust Department | 2,748 | $478.7K | 0.08% | +448+19.5% | Added |
| Aft, Forsyth & Company, Inc. | 2,735 | $476.4K | 0.34% | −351−11.4% | Reduced |
| Revisor Wealth Management LLC | 2,722 | $474.2K | 0.43% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,723 | $474.0K | 0.40% | −100−3.5% | Reduced |
| Essex Savings Bank | 2,721 | $474.0K | 0.16% | +470+20.9% | Added |
| M Holdings Securities, Inc. | 2,715 | $473.0K | 0.10% | −3,583−56.9% | Reduced |
| Kozak & Associates, Inc. | 2,689 | $471.8K | 0.19% | +9+0.3% | Added |
| LVW Advisors, LLC | 2,707 | $471.6K | 0.10% | −2,477−47.8% | Reduced |
| Meridian Wealth Advisors, LLC | 2,699 | $470.2K | 0.11% | −625−18.8% | Reduced |
| Capital Analysts, LLC | 2,699 | $470.0K | 0.03% | +54+2.0% | Added |
| Buckley Wealth Management, LLC | 2,685 | $467.7K | 0.16% | +2,685 | New |
| Garrison Asset Management, LLC | 2,681 | $467.0K | 0.28% | −45−1.7% | Reduced |
| Triangle Securities Wealth Management | 2,676 | $466.2K | 0.16% | 00.0% | Unchanged |
| Castleark Management LLC | 2,675 | $466.0K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,673 | $465.6K | 0.01% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,668 | $464.8K | 0.02% | +2,668 | New |
| ASB Consultores, LLC | 2,662 | $463.7K | 0.23% | −6−0.2% | Reduced |
| SPC Financial, Inc. | 2,662 | $463.7K | 0.05% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,656 | $462.7K | 0.14% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,637 | $459.5K | 0.18% | +376+16.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,612 | $455.1K | 0.18% | +345+15.2% | Added |
| Merrion Investment Management Co, LLC | 2,601 | $453.1K | 0.38% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,601 | $453.0K | 0.05% | +10.0% | Added |
| Vigilant Capital Management, LLC | 2,600 | $453.0K | 0.03% | +100+4.0% | Added |