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 |
|---|---|---|---|---|---|
| Pioneer Trust Bank N A | 2,600 | $452.9K | 0.13% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,600 | $452.9K | 0.21% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,590 | $451.2K | 0.17% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,589 | $451.1K | 0.26% | +61+2.4% | Added |
| Capula Management Ltd | 2,580 | $449.4K | 0.05% | +1,978+328.6% | Added |
| V Wealth Advisors LLC | 2,575 | $448.6K | 0.08% | −16−0.6% | Reduced |
| Monetary Management Group Inc | 2,575 | $448.6K | 0.14% | 00.0% | Unchanged |
| TNF LLC | 2,575 | $448.6K | 0.20% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,572 | $448.0K | 0.00% | −51,700−95.3% | Reduced |
| McLean Asset Management Corp | 2,572 | $448.0K | 0.18% | −97−3.6% | Reduced |
| Birch Hill Investment Advisors LLC | 2,559 | $445.8K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,556 | $445.3K | 0.12% | +18+0.7% | Added |
| Duncker Streett & Co Inc | 2,550 | $444.2K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,545 | $443.3K | 0.03% | +244+10.6% | Added |
| Mayflower Financial Advisors, LLC | 2,535 | $441.6K | 0.06% | +12+0.5% | Added |
| Silver Lake Advisory, LLC | 2,529 | $440.6K | 0.24% | −73−2.8% | Reduced |
| Burt Wealth Advisors | 2,515 | $438.1K | 0.13% | −35−1.4% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $436.5K | 0.20% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,503 | $436.0K | 0.04% | −1,264−33.6% | Reduced |
| Harbour Investment Management LLC | 2,500 | $435.5K | 0.23% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $435.5K | 0.16% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $435.5K | 0.27% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,497 | $435.0K | 0.06% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $434.0K | 0.31% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,485 | $432.8K | 0.14% | −399−13.8% | Reduced |
| Sippican Capital Advisors | 2,478 | $431.7K | 0.40% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,472 | $430.6K | 0.27% | −50−2.0% | Reduced |
| IFP Advisors, Inc | 5,077 | $430.2K | 0.02% | −233−4.4% | Reduced |
| Cubist Systematic Strategies, LLC | 2,469 | $430.1K | 0.00% | −75,878−96.8% | Reduced |
| Covenant Asset Management, LLC | 2,461 | $428.7K | 0.13% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,460 | $428.5K | 0.01% | −14−0.6% | Reduced |
| Soltis Investment Advisors LLC | 2,460 | $428.5K | 0.05% | +1,085+78.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,456 | $427.8K | 0.09% | −100−3.9% | Reduced |
| Quent Capital, LLC | 2,451 | $426.9K | 0.07% | +14+0.6% | Added |
| First Citizens Bank & Trust Co | 2,448 | $426.4K | 0.01% | −175−6.7% | Reduced |
| Means Investment Co., Inc. | 2,445 | $426.0K | 0.07% | +4+0.2% | Added |
| Woodline Partners LP | 2,442 | $425.4K | 0.01% | +2,442 | New |
| Fidelis Capital Partners, LLC | 2,437 | $424.5K | 0.15% | +130+5.6% | Added |
| Allstate Corp | 2,437 | $424.5K | 0.03% | −78−3.1% | Reduced |
| Howland Capital Management LLC | 2,426 | $422.6K | 0.02% | −17−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 2,418 | $421.0K | 0.08% | −49−2.0% | Reduced |
| First National Corp | 2,411 | $420.0K | 0.10% | +10.0% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $419.8K | 0.15% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $419.1K | 0.07% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,404 | $418.8K | 0.17% | +3+0.1% | Added |
| Confluence Investment Management LLC | 2,400 | $418.1K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,400 | $418.1K | 0.08% | +300+14.3% | Added |
| Paradigm Asset Management Co LLC | 2,400 | $418.1K | 0.11% | +2,400 | New |
| Westbourne Investment Advisors, Inc. | 2,398 | $418.0K | 0.19% | +45+1.9% | Added |
| Kathmere Capital Management, LLC | 2,399 | $417.9K | 0.06% | +2,399 | New |
| First Capital Advisors Group, LLC. | 2,393 | $416.9K | 0.22% | −17−0.7% | Reduced |
| Indiana Trust & Investment Management CO | 2,387 | $415.8K | 0.21% | −420−15.0% | Reduced |
| Founders Financial Alliance, LLC | 2,386 | $415.6K | 0.16% | +2,386 | New |
| Edmond de Rothschild Holding S.A. | 2,380 | $414.6K | 0.01% | −166−6.5% | Reduced |
| Eudaimonia Partners, LLC | 2,380 | $414.6K | 0.09% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,378 | $414.2K | 0.18% | −37−1.5% | Reduced |
| 626 Financial, LLC | 2,357 | $410.5K | 0.26% | +10.0% | Added |
| Marino, Stram & Associates LLC | 2,335 | $406.8K | 0.12% | +48+2.1% | Added |
| 9258 Wealth Management, LLC | 2,335 | $406.8K | 0.08% | +18+0.8% | Added |
| DT Investment Partners, LLC | 2,397 | $406.7K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,334 | $406.5K | 0.04% | −15−0.6% | Reduced |
| Sage Mountain Advisors LLC | 2,333 | $406.4K | 0.06% | +415+21.6% | Added |
| Patten Group, Inc. | 2,330 | $405.9K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,400 | $405.3K | 0.19% | −33−1.4% | Reduced |
| Cadent Capital Advisors, LLC | 2,314 | $403.1K | 0.25% | +10.0% | Added |
| Great Lakes Retirement, Inc. | 2,311 | $402.6K | 0.07% | −35−1.5% | Reduced |
| Bangor Savings Bank | 2,308 | $402.1K | 0.05% | −21−0.9% | Reduced |
| Benedetti & Gucer, Inc. | 2,307 | $402.0K | 0.21% | −317−12.1% | Reduced |
| XR Securities LLC | 2,301 | $400.8K | 0.62% | +585+34.1% | Added |
| Clear Harbor Asset Management, LLC | 2,300 | $400.7K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $400.7K | 0.26% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,294 | $399.7K | 0.04% | −347−13.1% | Reduced |
| Geneos Wealth Management Inc. | 2,292 | $399.3K | 0.02% | −2,354−50.7% | Reduced |
| M&R Capital Management Inc | 2,287 | $398.5K | 0.10% | +2+0.1% | Added |
| Arden Trust Co | 2,288 | $398.0K | 0.07% | −4,150−64.5% | Reduced |
| StoneX Group Inc. | 2,268 | $395.2K | 0.04% | −104−4.4% | Reduced |
| StrategIQ Financial Group, LLC | 2,268 | $395.1K | 0.05% | +128+6.0% | Added |
| Princeton Global Asset Management LLC | 2,268 | $395.1K | 0.12% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,268 | $395.0K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $393.5K | 0.18% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,242 | $391.0K | 0.05% | +2,242 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,242 | $390.5K | 0.46% | +19+0.9% | Added |
| Quantum Private Wealth, LLC | 2,240 | $390.2K | 0.18% | 00.0% | Unchanged |
| G&S Capital LLC | 2,225 | $387.6K | 0.19% | −18−0.8% | Reduced |
| Contravisory Investment Management, Inc. | 2,225 | $387.6K | 0.10% | +38+1.7% | Added |
| Venturi Wealth Management, LLC | 2,220 | $386.7K | 0.03% | +11+0.5% | Added |
| Tiemann Investment Advisors, LLC | 2,216 | $386.0K | 0.20% | +25+1.1% | Added |
| Palisades Hudson Asset Management, L.P. | 2,217 | $386.0K | 0.20% | −396−15.2% | Reduced |
| Charter Trust Co | 2,212 | $385.3K | 0.03% | −68−3.0% | Reduced |
| Sunburst Financial Group, LLC | 2,212 | $385.3K | 0.13% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,205 | $384.0K | 0.17% | −333−13.1% | Reduced |
| MEMBERS Trust Co | 2,204 | $383.9K | 0.01% | +2,204 | New |
| Pettyjohn, Wood & White, Inc | 2,203 | $383.8K | 0.09% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 2,203 | $383.7K | 0.11% | +2,203 | New |
| Wexford Capital LP | 2,200 | $383.2K | 0.08% | +500+29.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,199 | $383.1K | 0.00% | −1,039−32.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $383.0K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 2,200 | $383.0K | 0.00% | +2,200 | New |
| Donaldson Capital Management, LLC | 2,196 | $382.6K | 0.02% | +57+2.7% | Added |
| Wealth Architects, LLC | 2,191 | $381.7K | 0.06% | −58−2.6% | Reduced |