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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 1,548 | $269.7K | 0.07% | −98−6.0% | Reduced |
| Armstrong Shaw Associates Inc | 1,534 | $267.2K | 0.27% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,533 | $267.1K | 0.02% | +151+10.9% | Added |
| MV Capital Management, Inc. | 1,531 | $266.7K | 0.04% | +8+0.5% | Added |
| Regal Investment Advisors LLC | 1,526 | $265.8K | 0.02% | +255+20.1% | Added |
| Hexagon Capital Partners LLC | 1,523 | $265.3K | 0.07% | −135−8.1% | Reduced |
| West Family Investments, Inc. | 1,518 | $264.4K | 0.10% | +1,518 | New |
| KFA Private Wealth Group, LLC | 1,517 | $264.3K | 0.11% | −10−0.7% | Reduced |
| Pearl River Capital, LLC | 1,516 | $264.1K | 0.04% | −2,566−62.9% | Reduced |
| Perennial Investment Advisors, LLC | 1,514 | $263.5K | 0.05% | −11−0.7% | Reduced |
| Northwest Bancshares, Inc. | 1,509 | $262.9K | 0.05% | 00.0% | Unchanged |
| United Bank | 1,505 | $262.2K | 0.03% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,503 | $261.8K | 0.15% | −30−2.0% | Reduced |
| HFG Advisors, Inc. | 1,502 | $261.6K | 0.28% | +1,502 | New |
| Reliant Investment Management, LLC | 1,500 | $261.3K | 0.15% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $261.3K | 0.16% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,500 | $261.0K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,497 | $260.7K | 0.07% | −47−3.0% | Reduced |
| Transcend Wealth Collective, LLC | 1,496 | $260.6K | 0.02% | −1,373−47.9% | Reduced |
| Delta Asset Management LLC | 1,486 | $258.9K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,485 | $257.5K | 0.02% | +103+7.5% | Added |
| Great Diamond Partners, LLC | 1,477 | $257.3K | 0.07% | −10−0.7% | Reduced |
| Forte Capital LLC | 1,476 | $257.1K | 0.04% | −215−12.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,472 | $256.4K | 0.02% | −68−4.4% | Reduced |
| Zions Bancorporation, N.A. | 1,472 | $256.4K | 0.02% | +783+113.6% | Added |
| Mayfair Advisory Group, LLC | 1,507 | $255.9K | 0.26% | +24+1.6% | Added |
| Stratos Wealth Advisors, LLC | 1,467 | $255.6K | 0.02% | +96+7.0% | Added |
| CIC Wealth, LLC | 1,466 | $255.4K | 0.09% | 00.0% | Unchanged |
| Motco | 1,462 | $254.7K | 0.02% | +17+1.2% | Added |
| Westover Capital Advisors, LLC | 1,460 | $254.3K | 0.09% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,459 | $254.2K | 0.03% | −29−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 1,458 | $254.0K | 0.04% | +3+0.2% | Added |
| Capital Square, LLC | 1,456 | $253.6K | 0.23% | +1,456 | New |
| JNBA Financial Advisors | 1,455 | $253.5K | 0.03% | −10−0.7% | Reduced |
| Avestar Capital, LLC | 1,453 | $253.1K | 0.04% | +1,453 | New |
| Roberts Wealth Advisors, LLC | 1,450 | $252.6K | 0.11% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,449 | $252.0K | 0.10% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,446 | $251.9K | 0.08% | +88+6.5% | Added |
| East Coast Asset Management, LLC. | 1,442 | $251.2K | 0.11% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,439 | $251.0K | 0.15% | −10−0.7% | Reduced |
| Intrust Bank NA | 1,435 | $250.0K | 0.03% | 00.0% | Unchanged |
| Davidson Trust Co | 1,428 | $248.8K | 0.18% | −30−2.1% | Reduced |
| Connecticut Wealth Management, LLC | 1,419 | $247.2K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 1,415 | $246.5K | 0.08% | +1,415 | New |
| Eagle Harbor Asset Management Inc | 1,415 | $246.5K | 0.32% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,413 | $246.1K | 0.05% | +1,413 | New |
| Probity Advisors, Inc. | 1,406 | $244.9K | 0.05% | +1,406 | New |
| Family Asset Management, LLC | 1,402 | $244.2K | 0.16% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,400 | $244.0K | 0.00% | +1,400 | New |
| Regent Peak Wealth Advisors LLC | 1,400 | $243.9K | 0.07% | −131−8.6% | Reduced |
| E&G Advisors, LP | 1,400 | $243.9K | 0.09% | +50+3.7% | Added |
| KG&L Capital Management,LLC | 1,393 | $242.7K | 0.12% | +1,393 | New |
| Terra Nova Asset Management LLC | 1,391 | $242.2K | 0.22% | −74−5.1% | Reduced |
| Gateway Advisory, LLC | 1,389 | $242.0K | 0.05% | +54+4.0% | Added |
| Godsey & Gibb Associates | 1,387 | $241.6K | 0.03% | +180+14.9% | Added |
| West Branch Capital LLC | 1,384 | $241.1K | 0.12% | −500−26.5% | Reduced |
| Strait & Sound Wealth Management LLC | 1,382 | $240.7K | 0.24% | 00.0% | Unchanged |
| Centric Wealth Management | 1,401 | $240.6K | 0.10% | −31−2.2% | Reduced |
| Advisors Management Group Inc | 1,379 | $240.0K | 0.07% | −659−32.3% | Reduced |
| BTC Capital Management, Inc. | 1,376 | $239.7K | 0.03% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,365 | $237.8K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,352 | $237.4K | 0.04% | +21+1.6% | Added |
| Burns J W & Co Inc | 1,353 | $236.0K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,350 | $235.2K | 0.06% | −350−20.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,346 | $234.5K | 0.03% | −235−14.9% | Reduced |
| City State Bank | 1,345 | $234.0K | 0.13% | −2−0.1% | Reduced |
| Heartland Bank & Trust Co | 1,332 | $232.0K | 0.18% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,329 | $231.6K | 0.08% | +1,329 | New |
| Atomi Financial Group, Inc. | 1,329 | $231.5K | 0.11% | +1,329 | New |
| Miracle Mile Advisors, LLC | 1,329 | $231.5K | 0.01% | +1,329 | New |
| Kapstone Financial Advisors LLC | 1,359 | $230.6K | 0.19% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,320 | $230.0K | 0.13% | −59−4.3% | Reduced |
| Cascade Investment Group, Inc. | 1,320 | $229.9K | 0.21% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,316 | $229.2K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 1,316 | $229.2K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,315 | $229.1K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $227.5K | 0.14% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,322 | $227.5K | 0.03% | +26+2.0% | Added |
| Alpha Family Trust | 1,305 | $227.3K | 0.16% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $226.5K | 0.24% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $226.5K | 0.12% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,299 | $226.3K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,295 | $225.6K | 0.03% | −57−4.2% | Reduced |
| Sunbelt Securities, Inc. | 1,295 | $225.6K | 0.03% | +108+9.1% | Added |
| JFS Wealth Advisors, LLC | 1,293 | $225.2K | 0.02% | −19−1.4% | Reduced |
| KLCM Advisors, Inc. | 1,293 | $225.2K | 0.04% | +1,293 | New |
| First International Bank & Trust | 1,291 | $224.9K | 0.07% | +1,291 | New |
| Ten Capital Wealth Advisors, LLC | 1,287 | $224.0K | 0.06% | +634+97.1% | Added |
| Port Capital LLC | 1,282 | $223.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,280 | $223.0K | 0.07% | +67+5.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,279 | $222.7K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,278 | $222.6K | 0.02% | +1,278 | New |
| 4J Wealth Management LLC | 1,278 | $222.6K | 0.22% | +1,278 | New |
| Trifecta Capital Advisors, LLC | 1,276 | $222.3K | 0.07% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,273 | $222.0K | 0.21% | +1,273 | New |
| SRS Capital Advisors, Inc. | 1,274 | $221.9K | 0.03% | +25+2.0% | Added |
| Independent Solutions Wealth Management, LLC | 1,273 | $221.8K | 0.06% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 1,272 | $221.6K | 0.01% | −11,274−89.9% | Reduced |
| Ausdal Financial Partners, Inc. | 1,271 | $221.4K | 0.03% | +1,271 | New |
| Middleton & Co Inc | 1,269 | $221.1K | 0.03% | 00.0% | Unchanged |