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 |
|---|---|---|---|---|---|
| ETF Portfolio Partners, Inc. | 1,269 | $221.1K | 0.08% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,265 | $220.3K | 0.02% | −421−25.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,262 | $219.8K | 0.02% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 1,250 | $219.2K | 0.08% | +1,250 | New |
| Ancora Advisors, LLC | 1,258 | $219.1K | 0.01% | +278+28.4% | Added |
| Wedge Capital Management L L P | 1,255 | $218.6K | 0.00% | −118−8.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,254 | $218.4K | 0.06% | −54−4.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,253 | $218.3K | 0.06% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,252 | $218.1K | 0.03% | +30+2.5% | Added |
| Bridges Investment Management Inc | 1,250 | $217.8K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,250 | $217.8K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,247 | $217.2K | 0.13% | −150−10.7% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $216.0K | 0.15% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,236 | $215.3K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,230 | $214.3K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,227 | $213.7K | 0.04% | −60−4.7% | Reduced |
| Firestone Capital Management | 1,215 | $213.1K | 0.07% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,220 | $212.5K | 0.00% | +40+3.4% | Added |
| Wealth Management Partners, LLC | 1,218 | $212.2K | 0.13% | −100−7.6% | Reduced |
| Abacus Planning Group, Inc. | 1,214 | $211.5K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,212 | $211.2K | 0.11% | +251+26.1% | Added |
| Claro Advisors LLC | 1,212 | $211.2K | 0.05% | +1,212 | New |
| Plante Moran Financial Advisors, LLC | 1,204 | $209.7K | 0.02% | +500+71.0% | Added |
| Rosenbaum Jay D. | 1,204 | $209.7K | 0.34% | +1,204 | New |
| Parsons Capital Management Inc | 1,202 | $209.4K | 0.02% | +1,202 | New |
| Gyroscope Capital Management Group, LLC | 1,200 | $209.0K | 0.05% | +1,200 | New |
| Omega Financial Group, LLC | 1,200 | $209.0K | 0.10% | +1,200 | New |
| Fiera Capital Corp | 1,200 | $209.0K | 0.00% | +1,200 | New |
| Smith, Moore & Co. | 1,198 | $208.7K | 0.03% | −623−34.2% | Reduced |
| Atlantic Trust, LLC | 1,194 | $208.0K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,192 | $207.6K | 0.10% | +1,192 | New |
| Carmel Capital Partners, LLC | 1,183 | $206.1K | 0.11% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,175 | $204.7K | 0.07% | +1,175 | New |
| One Day In July LLC | 1,174 | $204.5K | 0.04% | +1,174 | New |
| Sebold Capital Management, Inc. | 1,172 | $204.2K | 0.16% | +1,172 | New |
| Family Firm, Inc. | 1,167 | $203.3K | 0.05% | +1,167 | New |
| KCS Wealth Advisory | 1,167 | $203.3K | 0.07% | +1,167 | New |
| Silvia McColl Wealth Management, LLC | 1,165 | $202.9K | 0.19% | +1,165 | New |
| Deuterium Capital Management, LLC | 1,162 | $202.4K | 0.28% | +1,162 | New |
| DF Dent & Co Inc | 1,161 | $202.3K | 0.00% | +1,161 | New |
| Aveo Capital Partners, LLC | 1,160 | $202.1K | 0.03% | +1,160 | New |
| SevenBridge Financial Group, LLC | 1,160 | $202.1K | 0.05% | +1,160 | New |
| Centiva Capital, LP | 1,158 | $201.7K | 0.01% | −28,009−96.0% | Reduced |
| Berger Financial Group, Inc | 1,151 | $200.5K | 0.02% | +1,151 | New |
| Corrigan Financial, Inc. | 1,150 | $200.3K | 0.06% | +1,150 | New |
| Centaurus Financial, Inc. | 1,147 | $200.0K | 0.02% | −6,038−84.0% | Reduced |
| Weybosset Research & Management LLC | 1,150 | $200.0K | 0.07% | −350−23.3% | Reduced |
| Global Financial Private Client, LLC | 1,132 | $198.6K | 0.10% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,131 | $198.0K | 0.03% | +16+1.4% | Added |
| Capital Advisors, Ltd. LLC | 1,069 | $186.0K | 0.03% | +632+144.6% | Added |
| Clear Street Markets LLC | 1,066 | $186.0K | 0.08% | +1,066 | New |
| Independence Bank of Kentucky | 1,065 | $185.5K | 0.08% | +25+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,065 | $185.4K | 0.09% | +1+0.1% | Added |
| PCA Investment Advisory Services Inc. | 1,056 | $184.1K | 0.11% | +1,056 | New |
| PFG Private Wealth Management, LLC | 1,047 | $182.4K | 0.11% | +170+19.4% | Added |
| Rosenberg Matthew Hamilton | 1,007 | $175.4K | 0.06% | −277−21.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $174.2K | 0.10% | −3−0.3% | Reduced |
| Close Asset Management Ltd | 1,001 | $174.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 988 | $172.1K | 0.07% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 982 | $171.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 982 | $171.1K | 0.05% | +12+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 969 | $169.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 958 | $166.9K | 0.00% | +163+20.5% | Added |
| CNB Bank | 950 | $165.5K | 0.10% | +52+5.8% | Added |
| General Partner, Inc. | 936 | $163.1K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 920 | $160.3K | 0.01% | +372+67.9% | Added |
| Northwest Capital Management Inc | 888 | $154.7K | 0.06% | +888 | New |
| Wolff Wiese Magana LLC | 865 | $150.7K | 0.12% | −5−0.6% | Reduced |
| Legacy Bridge, LLC | 865 | $150.7K | 0.10% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 863 | $150.3K | 0.06% | +168+24.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $146.2K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 838 | $146.0K | 0.03% | −659−44.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 823 | $143.0K | 0.09% | +102+14.1% | Added |
| Kelly Financial Services LLC | 779 | $135.7K | 0.06% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 777 | $135.4K | 0.03% | +97+14.3% | Added |
| Mascoma Wealth Management LLC | 809 | $134.2K | 0.04% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 770 | $134.1K | 0.03% | −607−44.1% | Reduced |
| Counterpoint Mutual Funds LLC | 734 | $127.9K | 0.12% | +734 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 727 | $126.6K | 0.01% | −216−22.9% | Reduced |
| Concord Wealth Partners | 725 | $126.3K | 0.03% | −207−22.2% | Reduced |
| Baystate Wealth Management LLC | 711 | $123.9K | 0.01% | +127+21.7% | Added |
| Cyrus J. Lawrence, LLC | 711 | $123.0K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 702 | $122.3K | 0.02% | +9+1.3% | Added |
| Westside Investment Management, Inc. | 693 | $120.7K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 689 | $120.0K | 0.03% | −3,191−82.2% | Reduced |
| Endurance Wealth Management, Inc. | 688 | $120.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 685 | $119.3K | 0.13% | −62−8.3% | Reduced |
| Avalon Trust Co | 685 | $119.3K | 0.01% | +290+73.4% | Added |
| Prestige Wealth Management Group LLC | 682 | $118.8K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 665 | $115.8K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 662 | $115.4K | 0.01% | −81−10.9% | Reduced |
| Financial Management Professionals, Inc. | 662 | $115.0K | 0.02% | −7−1.0% | Reduced |
| Core Alternative Capital | 653 | $113.8K | 0.02% | +17+2.7% | Added |
| Resurgent Financial Advisors LLC | 649 | $113.1K | 0.07% | −6−0.9% | Reduced |
| First Financial Corp | 645 | $112.4K | 0.07% | +38+6.3% | Added |
| Versant Capital Management, Inc | 641 | $111.7K | 0.04% | +5+0.8% | Added |
| Avion Wealth | 638 | $111.0K | 0.03% | +20+3.2% | Added |
| Coastal Capital Group, Inc. | 635 | $110.7K | 0.02% | +1+0.2% | Added |
| Arlington Partners LLC | 609 | $106.1K | 0.02% | −247−28.9% | Reduced |
| TFC Financial Management | 604 | $105.2K | 0.03% | +5+0.8% | Added |