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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 105 | $18.3K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $18.3K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $17.4K | 0.01% | −72−41.9% | Reduced |
| Timber Creek Capital Management LLC | 100 | $17.4K | 0.01% | −50−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 99 | $17.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 87 | $15.1K | 0.00% | +1+1.2% | Added |
| Okabena Investment Services Inc | 83 | $14.5K | 0.01% | +83 | New |
| DB Wealth Management Group, LLC | 78 | $13.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 69 | $12.0K | 0.00% | +4+6.2% | Added |
| Baldwin Brothers Inc | 66 | $11.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 58 | $10.1K | 0.00% | −35−37.6% | Reduced |
| TSFG, LLC | 60 | $10.0K | 0.00% | +18+42.9% | Added |
| JJJ Advisors Inc. | 53 | $9.23K | 0.00% | −35−39.8% | Reduced |
| SJS Investment Consulting Inc. | 51 | $8.88K | 0.00% | −14−21.5% | Reduced |
| Antonetti Capital Management LLC | 50 | $8.71K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $8.71K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 48 | $8.36K | 0.00% | +7+17.1% | Added |
| Horrell Capital Management, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $7.32K | 0.00% | −95−69.3% | Reduced |
| Stone House Investment Management, LLC | 42 | $7.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $7.29K | 0.01% | −11−20.8% | Reduced |
| Robinswood Financial LLC | 41 | $7.14K | 0.00% | +41 | New |
| Mendota Financial Group, LLC | 40 | $6.97K | 0.01% | −72−64.3% | Reduced |
| Gables Capital Management Inc. | 40 | $6.97K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $6.27K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 35 | $6.10K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 38 | $6.03K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 36 | $6.00K | 0.00% | −825−95.8% | Reduced |
| Red Tortoise LLC | 32 | $5.57K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 30 | $5.23K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $5.10K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 29 | $4.97K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $4.43K | 0.00% | −16−39.0% | Reduced |
| PayPay Securities Corp | 24 | $4.18K | 0.26% | −3−11.1% | Reduced |
| Ogorek Anthony Joseph | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 25 | $4.00K | 0.00% | +25 | New |
| Lowe Wealth Advisors, LLC | 20 | $3.48K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $3.31K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $3.14K | 0.00% | +18 | New |
| Carolina Wealth Advisors, LLC | 16 | $2.79K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $2.61K | 0.00% | −210−93.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 14 | $2.44K | 0.00% | −34−70.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $2.00K | 0.00% | +13 | New |
| Comerica Bank | 50,757 | $4 | 0.00% | +50,757 | New |
| Quilter Plc | 98,434 | – | – | +326+0.3% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −345,661−100.0% | Sold out |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −284,850−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −259,418−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −241,694−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −221,557−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −208,657−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −86,583−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −73,633−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −71,760−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −70,900−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −70,619−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −68,699−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −35,857−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −34,311−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −33,448−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −32,952−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −28,671−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −27,567−100.0% | Sold out |
| Pine Ridge Advisers LLC | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −22,628−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −22,294−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,636−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −18,826−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −17,316−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −16,823−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,797−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −14,983−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,896−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −14,064−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −13,843−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −12,555−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −11,994−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,271−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,127−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,045−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,509−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −6,381−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,357−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,159−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −6,006−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Proquility Private Wealth Partners, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |