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
- 2,048
- +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
- 733 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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 33,901 | $5.91M | 0.06% | −4,545−11.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,739 | $5.88M | 2.21% | −350−1.0% | Reduced |
| Bessemer Group Inc | 33,582 | $5.85M | 0.01% | +7,524+28.9% | Added |
| Tower Research Capital LLC (TRC) | 33,522 | $5.84M | 0.20% | −1,407−4.0% | Reduced |
| GMT Capital Corp | 33,500 | $5.84M | 0.22% | −25,200−42.9% | Reduced |
| Power Corp of Canada | 33,267 | $5.80M | 0.60% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 33,252 | $5.79M | 0.21% | −335−1.0% | Reduced |
| Searle & Co. | 34,090 | $5.76M | 1.78% | 00.0% | Unchanged |
| Independent Advisor Alliance | 33,005 | $5.75M | 0.25% | +2,135+6.9% | Added |
| LGT Group Foundation | 32,924 | $5.74M | 0.14% | −361−1.1% | Reduced |
| Heritage Trust Co | 32,873 | $5.73M | 0.84% | −32−0.1% | Reduced |
| NWF Advisory Services Inc. | 32,835 | $5.72M | 1.33% | 00.0% | Unchanged |
| Unison Asset Management LLC | 32,686 | $5.69M | 3.80% | −100−0.3% | Reduced |
| PGGM Investments | 32,632 | $5.68M | 0.09% | −6,971−17.6% | Reduced |
| Legacy Trust | 32,186 | $5.61M | 1.55% | +438+1.4% | Added |
| First Interstate Bank | 32,027 | $5.58M | 0.46% | −1,332−4.0% | Reduced |
| Westpac Banking Corp | 31,793 | $5.54M | 0.39% | −89,119−73.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 31,691 | $5.52M | 1.82% | −913−2.8% | Reduced |
| Putnam Investments LLC | 31,660 | $5.52M | 0.01% | −589−1.8% | Reduced |
| Wedbush Securities Inc | 31,609 | $5.51M | 0.26% | −279−0.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $5.50M | 0.79% | 00.0% | Unchanged |
| Mirova | 31,549 | $5.50M | 0.97% | −8,232−20.7% | Reduced |
| Arcadia Investment Management Corp | 31,496 | $5.49M | 1.11% | −6,496−17.1% | Reduced |
| Pavion Blue Capital, LLC | 31,447 | $5.48M | 3.19% | −158−0.5% | Reduced |
| Rodgers Brothers Inc. | 31,278 | $5.45M | 0.96% | +2,155+7.4% | Added |
| CX Institutional | 31,145 | $5.43M | 0.28% | +4,686+17.7% | Added |
| Quadrature Capital Ltd | 31,126 | $5.42M | 0.12% | −105,569−77.2% | Reduced |
| Clearstead Advisors, LLC | 31,003 | $5.40M | 0.33% | +11,707+60.7% | Added |
| Lido Advisors, LLC | 30,909 | $5.38M | 0.06% | +7,551+32.3% | Added |
| CBOE Vest Financial, LLC | 30,329 | $5.29M | 0.49% | +21,705+251.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 30,352 | $5.29M | 1.42% | +36+0.1% | Added |
| Advisor Partners II, LLC | 30,189 | $5.26M | 0.25% | +724+2.5% | Added |
| Erste Asset Management GmbH | 30,389 | $5.23M | 0.09% | +7,354+31.9% | Added |
| Long Corridor Asset Management Ltd | 30,000 | $5.23M | 5.61% | 00.0% | Unchanged |
| Kingdon Capital Management, L.L.C. | 29,750 | $5.18M | 0.90% | +29,750 | New |
| Two Sigma Securities, LLC | 29,590 | $5.15M | 0.42% | −18,985−39.1% | Reduced |
| New Mexico Educational Retirement Board | 28,963 | $5.04M | 0.22% | +1,300+4.7% | Added |
| E. Ohman J:or Asset Management AB | 28,900 | $5.03M | 0.18% | +800+2.8% | Added |
| Hendershot Investments Inc. | 28,590 | $4.98M | 0.80% | −15−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 28,053 | $4.89M | 1.94% | +306+1.1% | Added |
| Bouvel Investment Partners, LLC | 27,972 | $4.87M | 2.67% | +747+2.7% | Added |
| Stratos Wealth Partners, LTD. | 27,897 | $4.86M | 0.11% | +1,203+4.5% | Added |
| DRW Securities, LLC | 27,797 | $4.84M | 0.37% | +26,180+1,619.0% | Added |
| First National Trust Co | 27,695 | $4.82M | 0.22% | −418−1.5% | Reduced |
| Silvant Capital Management LLC | 27,254 | $4.75M | 0.27% | +4,147+17.9% | Added |
| Trust Co of Vermont | 27,204 | $4.74M | 0.31% | +99+0.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,115 | $4.72M | 0.51% | +208+0.8% | Added |
| Knights of Columbus Asset Advisors LLC | 27,023 | $4.71M | 0.42% | +25+0.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $4.70M | 0.06% | 00.0% | Unchanged |
| Veritable, L.P. | 26,710 | $4.65M | 0.08% | −1,739−6.1% | Reduced |
| New England Asset Management Inc | 26,707 | $4.65M | 0.67% | 00.0% | Unchanged |
| AMG National Trust Bank | 26,669 | $4.65M | 0.15% | −287−1.1% | Reduced |
| Cullen Capital Management LLC | 26,507 | $4.62M | 0.04% | −2,047−7.2% | Reduced |
| Chatham Capital Group, Inc. | 26,494 | $4.62M | 0.97% | +4,882+22.6% | Added |
| Avitas Wealth Management LLC | 26,434 | $4.60M | 0.83% | +234+0.9% | Added |
| Jag Capital Management, LLC | 26,420 | $4.60M | 0.53% | +169+0.6% | Added |
| Wright Investors Service Inc | 26,287 | $4.58M | 1.29% | +637+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,257 | $4.57M | 0.11% | +4,596+21.2% | Added |
| Strategic Wealth Partners, Ltd. | 26,226 | $4.57M | 0.59% | −477−1.8% | Reduced |
| Metis Global Partners, LLC | 26,224 | $4.57M | 0.25% | +988+3.9% | Added |
| Stokes Capital Advisors, LLC | 26,183 | $4.56M | 1.54% | +123+0.5% | Added |
| Wellington Shields Capital Management, LLC | 26,035 | $4.54M | 0.55% | +282+1.1% | Added |
| GFS Advisors, LLC | 25,995 | $4.53M | 1.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 25,912 | $4.51M | 0.22% | −717−2.7% | Reduced |
| Foster Group, Inc. | 25,713 | $4.48M | 0.27% | +119+0.5% | Added |
| Banque Cantonale Vaudoise | 25,484 | $4.44M | 0.21% | −2,615−9.3% | Reduced |
| Sandhill Capital Partners LLC | 25,336 | $4.41M | 0.40% | −1,135−4.3% | Reduced |
| Kingfisher Capital LLC | 25,268 | $4.40M | 1.15% | −1,052−4.0% | Reduced |
| Roundview Capital LLC | 25,268 | $4.40M | 0.43% | −119−0.5% | Reduced |
| Adalta Capital Management LLC | 25,230 | $4.39M | 2.94% | −75−0.3% | Reduced |
| Alkeon Capital Management LLC | 25,000 | $4.36M | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 25,000 | $4.36M | 0.88% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 24,992 | $4.35M | 0.96% | −92−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 24,914 | $4.34M | 0.17% | +6,587+35.9% | Added |
| GFG Capital, LLC | 12,575 | $4.33M | 0.81% | +8,252+190.9% | Added |
| Shell Asset Management Co | 24,718 | $4.31M | 0.17% | −11,241−31.3% | Reduced |
| KMG Fiduciary Partners, LLC | 24,481 | $4.26M | 0.55% | −2,202−8.3% | Reduced |
| Freestone Capital Holdings, LLC | 24,422 | $4.25M | 0.17% | −357−1.4% | Reduced |
| Wetherby Asset Management Inc | 24,302 | $4.23M | 0.23% | −1,372−5.3% | Reduced |
| Greenwood Capital Associates LLC | 24,298 | $4.23M | 0.59% | −10,993−31.1% | Reduced |
| Birmingham Capital Management Co Inc | 24,289 | $4.23M | 1.77% | −1,760−6.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,123 | $4.20M | 0.52% | −1,131−4.5% | Reduced |
| Stonegate Investment Group, LLC | 23,891 | $4.16M | 0.15% | +155+0.7% | Added |
| Concentric Wealth Management, LLC | 23,885 | $4.16M | 1.32% | −559−2.3% | Reduced |
| Overbrook Management Corp | 23,824 | $4.15M | 0.99% | −40.0% | Reduced |
| Mitchell Capital Management Co | 23,771 | $4.14M | 0.95% | +226+1.0% | Added |
| TD Private Client Wealth LLC | 23,751 | $4.14M | 0.18% | +1,107+4.9% | Added |
| GYL Financial Synergies, LLC | 23,745 | $4.14M | 0.38% | +15,806+199.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,714 | $4.13M | 0.16% | −110−0.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $4.12M | 0.85% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 23,634 | $4.12M | 0.26% | +115+0.5% | Added |
| Advisory Services Network, LLC | 23,621 | $4.11M | 0.11% | +6,473+37.7% | Added |
| Shelton Capital Management | 23,520 | $4.10M | 0.15% | +18,000+326.1% | Added |
| D.A. Davidson & Co. | 23,481 | $4.09M | 0.04% | +404+1.8% | Added |
| Bokf, NA | 23,453 | $4.09M | 0.08% | −465−1.9% | Reduced |
| Hutner Capital Management Inc | 23,366 | $4.07M | 2.38% | −90.0% | Reduced |
| Wisconsin Capital Management LLC | 23,170 | $4.04M | 2.61% | −350−1.5% | Reduced |
| Private Management Group Inc | 23,127 | $4.03M | 0.17% | −598−2.5% | Reduced |
| RBF Capital, LLC | 23,000 | $4.01M | 0.25% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 22,987 | $4.00M | 1.40% | +1,465+6.8% | Added |