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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 2,189 | $381.3K | 0.06% | +676+44.7% | Added |
| Legacy Financial Advisors, Inc. | 2,188 | $381.1K | 0.07% | +165+8.2% | Added |
| Provence Wealth Management Group | 2,186 | $380.8K | 0.22% | +24+1.1% | Added |
| Mystic Asset Management, Inc. | 2,180 | $379.8K | 0.20% | −50−2.2% | Reduced |
| Eagle Asset Management Inc | 2,178 | $379.4K | 0.00% | +756+53.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,177 | $379.2K | 0.00% | +5+0.2% | Added |
| Signature Wealth Management Partners, LLC | 2,171 | $378.2K | 0.35% | +275+14.5% | Added |
| Rossmore Private Capital | 2,170 | $378.0K | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,164 | $377.0K | 0.01% | +52+2.5% | Added |
| Yarbrough Capital, LLC | 2,161 | $376.4K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,161 | $376.4K | 0.16% | +44+2.1% | Added |
| Waters Parkerson & Co., LLC | 2,159 | $376.0K | 0.02% | −54−2.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,153 | $376.0K | 0.28% | −43−2.0% | Reduced |
| Columbia Trust Co 01012016 | 2,157 | $375.7K | 0.21% | +115+5.6% | Added |
| Enterprise Financial Services Corp | 2,153 | $375.1K | 0.24% | +627+41.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,151 | $374.9K | 0.09% | +112+5.5% | Added |
| Greylin Investment Mangement Inc | 2,150 | $374.5K | 0.07% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,147 | $374.0K | 0.04% | +585+37.5% | Added |
| Oak Asset Management, LLC | 2,146 | $373.8K | 0.15% | −100−4.5% | Reduced |
| Silverlake Wealth Management LLC | 2,142 | $373.2K | 0.21% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,141 | $373.0K | 0.29% | −15−0.7% | Reduced |
| Maven Securities LTD | 2,121 | $369.5K | 0.05% | +2,121 | New |
| Next Level Private LLC | 2,151 | $369.3K | 0.24% | +2,151 | New |
| Blume Capital Management, Inc. | 2,112 | $367.9K | 0.11% | +63+3.1% | Added |
| HC Advisors, LLC | 2,111 | $367.9K | 0.21% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 2,112 | $367.9K | 0.05% | +143+7.3% | Added |
| Aberdeen Wealth Management LLC | 2,111 | $367.7K | 0.27% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,107 | $367.0K | 0.06% | +75+3.7% | Added |
| Trellis Advisors, LLC | 2,102 | $366.2K | 0.16% | −35−1.6% | Reduced |
| Capital Advisors Inc | 2,102 | $366.2K | 0.01% | +874+71.2% | Added |
| Security National Bank of So Dak | 2,100 | $365.8K | 0.26% | +2,100 | New |
| Sherbrooke Park Advisers LLC | 2,100 | $365.8K | 0.19% | +2,100 | New |
| Toth Financial Advisory Corp | 2,100 | $365.8K | 0.05% | −171−7.5% | Reduced |
| Keating Investment Counselors Inc | 2,080 | $362.3K | 0.13% | −400−16.1% | Reduced |
| Dearborn Partners LLC | 2,074 | $361.3K | 0.01% | +30+1.5% | Added |
| Physicians Financial Services, Inc. | 2,070 | $361.0K | 0.14% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,071 | $360.8K | 0.49% | −75−3.5% | Reduced |
| Whitener Capital Management, Inc. | 2,060 | $358.9K | 0.14% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,059 | $358.7K | 0.03% | +2,059 | New |
| Pacitti Group Inc. | 2,054 | $357.7K | 0.25% | +10.0% | Added |
| Fort Washington Investment Advisors Inc | 2,050 | $357.1K | 0.00% | −200−8.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,047 | $356.6K | 0.16% | +172+9.2% | Added |
| First Personal Financial Services | 2,044 | $356.1K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,039 | $355.2K | 0.10% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,033 | $354.1K | 0.06% | −19−0.9% | Reduced |
| GraniteShares Advisors LLC | 2,029 | $353.5K | 0.32% | −171−7.8% | Reduced |
| Phoenix Wealth Advisors | 2,029 | $353.5K | 0.21% | −7−0.3% | Reduced |
| Waddell & Associates, LLC | 2,029 | $353.4K | 0.05% | −9−0.4% | Reduced |
| Cypress Capital Group | 2,027 | $353.1K | 0.05% | +17+0.8% | Added |
| RMR Wealth Builders | 2,021 | $352.1K | 0.06% | +46+2.3% | Added |
| Sonoma Private Wealth LLC | 2,014 | $350.8K | 0.61% | +2,014 | New |
| Richard W. Paul & Associates, LLC | 2,013 | $350.5K | 0.15% | −32−1.6% | Reduced |
| Chapin Davis, Inc. | 2,004 | $349.2K | 0.17% | +18+0.9% | Added |
| Missouri Trust & Investment Co | 2,001 | $348.6K | 0.20% | +173+9.5% | Added |
| Mountain Pacific Investment Advisers Inc | 2,000 | $348.4K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $348.4K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $348.4K | 0.39% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,000 | $348.4K | 0.06% | +6+0.3% | Added |
| Quinn Opportunity Partners LLC | 2,000 | $348.4K | 0.05% | +2,000 | New |
| Magnolia Capital Management Ltd | 2,000 | $348.0K | 0.31% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,987 | $346.1K | 0.04% | −48−2.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,986 | $346.0K | 0.23% | +140+7.6% | Added |
| Thomasville National Bank | 1,984 | $345.6K | 0.03% | −25−1.2% | Reduced |
| Laidlaw Wealth Management LLC | 1,980 | $344.9K | 0.07% | −855−30.2% | Reduced |
| Arcataur Capital Management LLC | 1,980 | $344.9K | 0.14% | +1,980 | New |
| Walkner Condon Financial Advisors LLC | 1,968 | $342.8K | 0.09% | +26+1.3% | Added |
| Washington Trust Bank | 1,967 | $342.7K | 0.03% | +92+4.9% | Added |
| First National Bank | 1,963 | $342.0K | 0.28% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,959 | $341.3K | 0.02% | −330−14.4% | Reduced |
| Davis R M Inc | 1,957 | $341.0K | 0.01% | +23+1.2% | Added |
| Mechanics Financial Corp | 1,950 | $339.7K | 0.18% | −100−4.9% | Reduced |
| Allen Investment Management LLC | 1,941 | $338.1K | 0.00% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,940 | $337.9K | 0.08% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,936 | $337.0K | 0.25% | +1,936 | New |
| Independent Family Office, LLC | 1,932 | $336.6K | 0.20% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,931 | $336.4K | 0.02% | +1+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 1,927 | $335.7K | 0.22% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,915 | $333.6K | 0.04% | −10−0.5% | Reduced |
| Aua Capital Management, LLC | 1,915 | $333.6K | 0.23% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,911 | $332.9K | 0.11% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,908 | $332.4K | 0.13% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,907 | $332.2K | 0.07% | −128−6.3% | Reduced |
| Mizuho Markets Cayman LP | 1,905 | $331.9K | 0.06% | +1,905 | New |
| Cairn Investment Group, Inc. | 1,900 | $331.0K | 0.21% | 00.0% | Unchanged |
| Barton Investment Management | 1,900 | $331.0K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,884 | $328.1K | 0.02% | −22−1.2% | Reduced |
| Forza Wealth Management, LLC | 1,878 | $327.1K | 0.16% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,874 | $326.5K | 0.04% | −4,000−68.1% | Reduced |
| New England Capital Financial Advisors LLC | 1,871 | $326.0K | 0.22% | +7+0.4% | Added |
| Seven Mile Advisory | 1,869 | $325.6K | 0.38% | +1,869 | New |
| Liberty Wealth Management LLC | 1,867 | $325.2K | 0.08% | +5+0.3% | Added |
| Charles Schwab Trust Co | 2,050 | $325.0K | 0.04% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,862 | $324.4K | 0.28% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $323.7K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,856 | $323.3K | 0.05% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 1,843 | $321.1K | 0.08% | +102+5.9% | Added |
| Ronald Blue Trust, Inc. | 1,947 | $321.0K | 0.01% | −3,425−63.8% | Reduced |
| Paul Damon & Associates, Inc. | 1,840 | $320.5K | 0.20% | +71+4.0% | Added |
| Arista Wealth Management, LLC | 1,839 | $320.3K | 0.13% | +3+0.2% | Added |
| Callan Family Office, LLC | 1,838 | $320.2K | 0.08% | −383−17.2% | Reduced |