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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 603 | $103.8K | 0.03% | +603 | New |
| Hantz Financial Services, Inc. | 594 | $103.0K | 0.00% | −864−59.3% | Reduced |
| WealthPLAN Partners, LLC | 581 | $101.2K | 0.01% | −100−14.7% | Reduced |
| ORG Partners LLC | 575 | $100.0K | 0.02% | +575 | New |
| American State Bank (Iowa) | 570 | $99.3K | 0.07% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $97.6K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 551 | $96.0K | 0.05% | +1+0.2% | Added |
| Fiduciary Alliance LLC | 542 | $94.4K | 0.02% | +542 | New |
| Core Wealth Advisors, Inc. | 541 | $94.2K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 533 | $92.8K | 0.08% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 530 | $92.0K | 0.03% | 00.0% | Unchanged |
| Options Solutions, LLC | 522 | $91.0K | 0.09% | +522 | New |
| Register Financial Advisors LLC | 517 | $90.1K | 0.06% | +154+42.4% | Added |
| ICA Group Wealth Management, LLC | 517 | $90.1K | 0.02% | +155+42.8% | Added |
| PrairieView Partners, LLC | 516 | $89.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 508 | $88.5K | 0.06% | +300+144.2% | Added |
| New Millennium Group LLC | 506 | $88.1K | 0.08% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 497 | $86.6K | 0.03% | −45−8.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 481 | $83.7K | 0.01% | +1+0.2% | Added |
| AlphaMark Advisors, LLC | 468 | $82.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 470 | $81.9K | 0.01% | +15+3.3% | Added |
| JCIC Asset Management Inc. | 470 | $81.9K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 451 | $78.6K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 450 | $78.4K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $78.4K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 440 | $76.7K | 0.03% | −17−3.7% | Reduced |
| Financial Freedom, LLC | 440 | $76.6K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 428 | $74.6K | 0.01% | −220−34.0% | Reduced |
| Highlander Capital Management, LLC | 350 | $74.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 415 | $72.3K | 0.03% | −30−6.7% | Reduced |
| Johnson Financial Group, Inc. | 405 | $70.6K | 0.00% | +40+11.0% | Added |
| Gleason Group, Inc. | 402 | $70.1K | 0.02% | +1+0.2% | Added |
| Boit C F David | 400 | $69.7K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $69.7K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 393 | $68.5K | 0.03% | −16−3.9% | Reduced |
| Pin Oak Investment Advisors Inc | 388 | $68.0K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 382 | $66.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 382 | $66.5K | 0.06% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $64.4K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $63.0K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 361 | $62.9K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 358 | $62.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 351 | $61.1K | 0.02% | +1+0.3% | Added |
| Sound Income Strategies, LLC | 347 | $60.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 340 | $59.2K | 0.02% | −30−8.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 325 | $56.6K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 317 | $55.2K | 0.01% | +8+2.6% | Added |
| Tilia Fiduciary Partners, Inc. | 300 | $52.3K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 299 | $52.1K | 0.05% | +299 | New |
| Quintet Private Bank (Europe) S.A. | 297 | $52.0K | 0.00% | +297 | New |
| Covestor Ltd | 296 | $52.0K | 0.04% | −128−30.2% | Reduced |
| Earnest Partners LLC | 293 | $51.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 290 | $51.0K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 281 | $49.0K | 0.02% | +281 | New |
| Hoese & Co LLP | 280 | $48.8K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 279 | $48.0K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 275 | $47.9K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 272 | $47.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 299 | $47.2K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 269 | $46.9K | 0.02% | +30+12.6% | Added |
| Stephens Consulting, LLC | 258 | $44.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 251 | $43.8K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 248 | $43.3K | 0.04% | +11+4.6% | Added |
| Atlas Capital Advisors LLC | 234 | $40.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 230 | $40.1K | 0.01% | +19+9.0% | Added |
| Financial Perspectives, Inc | 229 | $39.9K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 225 | $39.2K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 222 | $38.7K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 203 | $35.5K | 0.03% | −17−7.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 203 | $35.4K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 201 | $35.0K | 0.01% | +201 | New |
| Chelsea Counsel Co | 200 | $34.8K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $34.8K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $34.8K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $34.8K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 198 | $34.5K | 0.00% | −19−8.8% | Reduced |
| GW&K Investment Management, LLC | 197 | $34.0K | 0.00% | +196+19,600.0% | Added |
| Rocky Mountain Advisers, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 186 | $32.0K | 0.01% | −329−63.9% | Reduced |
| Tfo-TDC, LLC | 183 | $31.9K | 0.01% | +178+3,560.0% | Added |
| Cedar Mountain Advisors, LLC | 179 | $31.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 169 | $29.4K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 171 | $29.0K | 0.01% | −40−19.0% | Reduced |
| PSI Advisors, LLC | 160 | $27.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 160 | $27.8K | 0.02% | −8−4.8% | Reduced |
| 25 LLC | 159 | $27.7K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 152 | $27.0K | 0.00% | −2−1.3% | Reduced |
| Tyler-Stone Wealth Management | 155 | $27.0K | 0.02% | +155 | New |
| Tradewinds Capital Management, LLC | 150 | $26.1K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 150 | $26.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 154 | $25.1K | 0.01% | −422−73.3% | Reduced |
| Credential Qtrade Securities Inc. | 143 | $24.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 130 | $22.7K | 0.01% | +11+9.2% | Added |
| Raffa Wealth Management, LLC | 130 | $22.6K | 0.01% | −475−78.5% | Reduced |
| Archer Investment Corp | 129 | $22.5K | 0.01% | −621−82.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 122 | $21.0K | 0.00% | −55−31.1% | Reduced |
| Bray Capital Advisors | 108 | $18.8K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 174 | $18.7K | 0.08% | +9+5.5% | Added |
| O'Dell Group, LLC | 107 | $18.6K | 0.01% | +107 | New |
| Hallmark Capital Management Inc | 105 | $18.3K | 0.00% | 00.0% | Unchanged |