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 |
|---|---|---|---|---|---|
| Financial Architects, Inc | 1,835 | $319.7K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,832 | $319.1K | 0.02% | +314+20.7% | Added |
| Financial Connections Group, Inc. | 1,834 | $319.0K | 0.21% | +1,500+449.1% | Added |
| Strengthening Families & Communities, LLC | 1,829 | $319.0K | 0.14% | +1,829 | New |
| Merriman Wealth Management, LLC | 1,831 | $319.0K | 0.02% | −349−16.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,831 | $319.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,828 | $318.4K | 0.03% | +1,828 | New |
| FinTrust Capital Advisors, LLC | 2,147 | $317.1K | 0.08% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,818 | $316.7K | 0.07% | +65+3.7% | Added |
| Opal Wealth Advisors, LLC | 1,811 | $315.5K | 0.16% | +1,811 | New |
| Northside Capital Management, LLC | 1,805 | $314.4K | 0.11% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,802 | $313.9K | 0.23% | −1−0.1% | Reduced |
| KC Investment Advisors, LLC | 1,797 | $313.0K | 0.21% | +301+20.1% | Added |
| FourThought Financial Partners, LLC | 1,794 | $312.7K | 0.04% | −78−4.2% | Reduced |
| Cynosure Management, LLC | 1,793 | $312.3K | 0.09% | +1,793 | New |
| 180 Wealth Advisors, LLC | 1,779 | $312.1K | 0.07% | +23+1.3% | Added |
| PFG Investments, LLC | 1,791 | $312.0K | 0.06% | +313+21.2% | Added |
| Riverwater Partners LLC | 1,789 | $311.6K | 0.28% | +130+7.8% | Added |
| Windsor Group LTD | 1,781 | $310.0K | 0.06% | +191+12.0% | Added |
| Allred Capital Management, LLC | 1,779 | $309.9K | 0.15% | −146−7.6% | Reduced |
| HCR Wealth Advisors | 1,775 | $309.2K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,773 | $308.9K | 0.09% | +529+42.5% | Added |
| Sentinus, LLC | 1,765 | $307.5K | 0.10% | −37−2.1% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $307.5K | 0.04% | −100−5.4% | Reduced |
| Alpha Cubed Investments, LLC | 1,765 | $307.4K | 0.02% | −120−6.4% | Reduced |
| Windsor Capital Management, LLC | 1,764 | $307.4K | 0.10% | +2+0.1% | Added |
| LCNB Corp | 1,757 | $306.1K | 0.13% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $304.9K | 0.27% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,744 | $303.8K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,743 | $303.6K | 0.17% | −86−4.7% | Reduced |
| First Financial Bank - Trust Division | 1,742 | $303.5K | 0.03% | −120−6.4% | Reduced |
| Olistico Wealth, LLC | 1,742 | $303.4K | 0.26% | +2+0.1% | Added |
| LMCG Investments, LLC | 1,738 | $302.8K | 0.02% | −18−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $300.8K | 0.01% | +1,727 | New |
| Investors Research Corp | 1,725 | $300.5K | 0.08% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,719 | $299.4K | 0.07% | 00.0% | Unchanged |
| Wealthquest Corp | 1,719 | $299.4K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,705 | $297.0K | 0.11% | +333+24.3% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $296.1K | 0.01% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,698 | $295.7K | 0.02% | −306−15.3% | Reduced |
| Sittner & Nelson, LLC | 1,696 | $295.5K | 0.16% | +2+0.1% | Added |
| KB Financial Partners, LLC | 1,693 | $295.0K | 0.08% | −3,281−66.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,692 | $294.7K | 0.17% | −1−0.1% | Reduced |
| Comerica Securities,inc. | 1,683 | $293.2K | 0.02% | −26−1.5% | Reduced |
| Michael B. Yongue | 1,675 | $291.8K | 0.27% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,674 | $291.6K | 0.08% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,671 | $291.1K | 0.01% | −510−23.4% | Reduced |
| NFP Retirement, Inc. | 1,671 | $291.0K | 0.05% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 1,666 | $290.3K | 0.01% | +1,666 | New |
| Fagan Associates, Inc. | 1,660 | $289.2K | 0.07% | −315−15.9% | Reduced |
| Ruggaard & Associates LLC | 1,656 | $288.4K | 0.17% | −128−7.2% | Reduced |
| Flagship Private Wealth, LLC | 1,654 | $288.1K | 0.24% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,653 | $288.0K | 0.05% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,650 | $287.4K | 0.05% | −100−5.7% | Reduced |
| Schubert & Co | 1,650 | $287.4K | 0.27% | +4+0.2% | Added |
| Interchange Capital Partners, LLC | 1,651 | $287.2K | 0.22% | −2,504−60.3% | Reduced |
| Cozad Asset Management Inc | 1,646 | $286.7K | 0.04% | +196+13.5% | Added |
| Atlas Private Wealth Advisors | 1,646 | $286.6K | 0.06% | +1,646 | New |
| City Holding Co | 1,642 | $286.0K | 0.05% | 00.0% | Unchanged |
| Rede Wealth, LLC | 1,641 | $285.9K | 0.14% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,638 | $285.3K | 0.04% | −2−0.1% | Reduced |
| Howe & Rusling Inc | 1,630 | $283.9K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,630 | $283.9K | 0.04% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,627 | $283.5K | 0.07% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,626 | $283.3K | 0.12% | +41+2.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,625 | $283.1K | 0.12% | −15−0.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,625 | $283.1K | 0.04% | −15−0.9% | Reduced |
| Keel Point, LLC | 1,625 | $283.0K | 0.04% | +226+16.2% | Added |
| Hemington Wealth Management | 1,626 | $283.0K | 0.11% | −32−1.9% | Reduced |
| Drive Wealth Management, LLC | 1,622 | $282.6K | 0.10% | +79+5.1% | Added |
| Five Oceans Advisors | 1,622 | $282.6K | 0.18% | +119+7.9% | Added |
| Advisory Alpha, LLC | 1,619 | $282.0K | 0.01% | +2+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 1,616 | $281.6K | 0.09% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,614 | $281.2K | 0.10% | +54+3.5% | Added |
| Acorn Wealth Advisors, LLC | 1,610 | $280.5K | 0.19% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,606 | $279.8K | 0.07% | +172+12.0% | Added |
| Westwood Management Corp | 1,600 | $279.0K | 0.04% | −3,300−67.3% | Reduced |
| Raleigh Capital Management Inc. | 1,602 | $279.0K | 0.14% | +164+11.4% | Added |
| Puzo Michael J | 1,600 | $278.7K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $278.7K | 0.16% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $278.7K | 0.04% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,600 | $278.7K | 0.11% | +319+24.9% | Added |
| Peterson Wealth Services | 1,599 | $278.5K | 0.13% | +133+9.1% | Added |
| Baker Boyer National Bank | 1,593 | $277.5K | 0.10% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,589 | $276.8K | 0.07% | +65+4.3% | Added |
| Kolinsky Wealth Management, LLC | 1,605 | $276.2K | 0.26% | −24−1.5% | Reduced |
| Kelman-Lazarov, Inc. | 1,584 | $275.9K | 0.07% | +34+2.2% | Added |
| Accurate Wealth Management, LLC | 1,588 | $275.3K | 0.09% | +63+4.1% | Added |
| Laird Norton Trust Company, LLC | 1,579 | $275.1K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,575 | $274.4K | 0.08% | −37−2.3% | Reduced |
| Heritage Investment Group, Inc. | 1,572 | $274.0K | 0.08% | −498−24.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $273.7K | 0.03% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,571 | $273.7K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,567 | $273.0K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,566 | $272.9K | 0.09% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,556 | $271.1K | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,557 | $271.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,555 | $270.9K | 0.08% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,550 | $270.0K | 0.06% | −120−7.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,549 | $269.9K | 0.09% | 00.0% | Unchanged |