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 |
|---|---|---|---|---|---|
| Grassi Investment Management | 22,960 | $4.00M | 0.44% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 22,811 | $3.97M | 0.14% | +5,715+33.4% | Added |
| Silicon Valley Capital Partners | 22,799 | $3.97M | 0.74% | +3,499+18.1% | Added |
| Venture Visionary Partners LLC | 22,604 | $3.94M | 0.23% | −58−0.3% | Reduced |
| Fundamentun, LLC | 22,579 | $3.93M | 0.60% | +983+4.6% | Added |
| Chemistry Wealth Management LLC | 22,347 | $3.89M | 1.27% | −144−0.6% | Reduced |
| Boston Private Wealth LLC | 22,225 | $3.87M | 0.07% | −1,768−7.4% | Reduced |
| Family Management Corp | 22,141 | $3.86M | 0.84% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 21,976 | $3.83M | 0.64% | −27−0.1% | Reduced |
| Benson Investment Management Company, Inc. | 21,975 | $3.83M | 2.12% | +545+2.5% | Added |
| Univest Financial Corp | 21,941 | $3.82M | 1.16% | +227+1.0% | Added |
| Fiduciary Group LLC | 21,911 | $3.82M | 0.47% | 00.0% | Unchanged |
| First Hawaiian Bank | 21,789 | $3.80M | 0.12% | +10.0% | Added |
| Chartwell Investment Partners, LLC | 21,779 | $3.79M | 0.14% | +4,202+23.9% | Added |
| Chicago Trust Co NA | 21,740 | $3.79M | 0.91% | −198−0.9% | Reduced |
| Achmea Investment Management B.V. | 21,608 | $3.76M | 0.08% | +2,501+13.1% | Added |
| Front Barnett Associates LLC | 21,586 | $3.76M | 0.42% | −880−3.9% | Reduced |
| Salvus Wealth Management, LLC | 21,546 | $3.75M | 2.89% | +3,303+18.1% | Added |
| Coastline Trust Co | 21,500 | $3.75M | 0.52% | +7,320+51.6% | Added |
| Chapman Investment Management, LLC | 21,349 | $3.72M | 2.95% | +1,883+9.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,344 | $3.72M | 0.28% | +160+0.8% | Added |
| Greenleaf Trust | 21,137 | $3.68M | 0.04% | −746−3.4% | Reduced |
| Horizon Investment Services, LLC | 21,077 | $3.67M | 2.24% | −313−1.5% | Reduced |
| Ceera Investments, LLC | 20,961 | $3.65M | 2.11% | −15−0.1% | Reduced |
| Verdence Capital Advisors LLC | 20,913 | $3.64M | 0.42% | −104−0.5% | Reduced |
| Stephens Inc | 20,825 | $3.63M | 0.07% | −331−1.6% | Reduced |
| TownSquare Capital, LLC | 20,652 | $3.60M | 0.07% | +3,702+21.8% | Added |
| Sumitomo Life Insurance Co | 20,554 | $3.58M | 0.16% | −912−4.2% | Reduced |
| Courier Capital LLC | 20,544 | $3.58M | 0.28% | +4,209+25.8% | Added |
| Naples Global Advisors, LLC | 20,509 | $3.57M | 0.42% | +398+2.0% | Added |
| Gilman Hill Asset Management, LLC | 20,452 | $3.56M | 0.66% | +564+2.8% | Added |
| Lakeview Capital Partners, LLC | 20,444 | $3.56M | 0.66% | +416+2.1% | Added |
| Stone Point Wealth LLC | 20,407 | $3.55M | 1.47% | +520+2.6% | Added |
| ProVise Management Group, LLC | 20,256 | $3.53M | 0.32% | −12,418−38.0% | Reduced |
| Ieq Capital, LLC | 20,246 | $3.53M | 0.07% | +1,539+8.2% | Added |
| Richard Bernstein Advisors LLC | 20,236 | $3.53M | 0.07% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.50M | 2.85% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 20,076 | $3.50M | 0.08% | −90−0.4% | Reduced |
| Steel Canyon Capital, LLC | 20,048 | $3.49M | 5.50% | +4,036+25.2% | Added |
| Park National Corp | 19,961 | $3.48M | 0.15% | −402−2.0% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $3.48M | 0.11% | 00.0% | Unchanged |
| Rockland Trust Co | 19,693 | $3.43M | 0.20% | −5,273−21.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 20,735 | $3.43M | 0.56% | +10,424+101.1% | Added |
| Goelzer Investment Management, Inc. | 19,673 | $3.43M | 0.29% | −1,574−7.4% | Reduced |
| EP Wealth Advisors, LLC | 18,215 | $3.41M | 0.05% | −2,281,785−99.2% | Reduced |
| LaFleur & Godfrey LLC | 19,520 | $3.40M | 0.51% | −16−0.1% | Reduced |
| Karani Asset Management LLC | 19,506 | $3.40M | 3.43% | +1,689+9.5% | Added |
| Modera Wealth Management, LLC | 19,466 | $3.39M | 0.06% | +3,857+24.7% | Added |
| Raymond James Trust N.A. | 19,413 | $3.38M | 0.10% | +328+1.7% | Added |
| Empirical Finance, LLC | 19,379 | $3.38M | 0.26% | +2,007+11.6% | Added |
| M. Kulyk & Associates, LLC | 19,306 | $3.36M | 0.94% | −277−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,293 | $3.36M | 0.22% | +401+2.1% | Added |
| Oliver Luxxe Assets LLC | 19,235 | $3.35M | 0.84% | −164−0.8% | Reduced |
| Bensler, LLC | 19,136 | $3.33M | 0.63% | +3,500+22.4% | Added |
| Integrated Wealth Concepts LLC | 18,963 | $3.30M | 0.06% | +929+5.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,755 | $3.27M | 0.09% | +40+0.2% | Added |
| Varma Mutual Pension Insurance Co | 18,678 | $3.25M | 0.04% | −6,079−24.6% | Reduced |
| CSM Advisors, LLC | 18,639 | $3.25M | 0.25% | 00.0% | Unchanged |
| Hancock Whitney Corp | 18,458 | $3.21M | 0.13% | −392−2.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 18,414 | $3.21M | 0.15% | −3,625−16.4% | Reduced |
| BFSG, LLC | 18,336 | $3.19M | 0.54% | +253+1.4% | Added |
| WP Advisors, LLC | 18,323 | $3.19M | 1.28% | +73+0.4% | Added |
| Pacifica Capital Investments, LLC | 18,295 | $3.19M | 0.98% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 18,288 | $3.19M | 0.08% | +18,288 | New |
| Assenagon Asset Management S.A. | 18,229 | $3.18M | 0.01% | −17−0.1% | Reduced |
| Mount Vernon Associates Inc | 18,196 | $3.17M | 3.37% | +125+0.7% | Added |
| Ossiam | 18,189 | $3.17M | 0.06% | −109,132−85.7% | Reduced |
| Proequities, Inc. | 18,090 | $3.15M | 0.24% | +1,221+7.2% | Added |
| Eqis Capital Management, Inc. | 17,990 | $3.13M | 0.35% | −1,289−6.7% | Reduced |
| Hilltop Holdings Inc. | 17,941 | $3.13M | 0.39% | +13,708+323.8% | Added |
| Bill Few Associates, Inc. | 17,915 | $3.12M | 1.61% | +765+4.5% | Added |
| Connable Office Inc | 17,906 | $3.12M | 0.43% | 00.0% | Unchanged |
| CWM, LLC | 17,889 | $3.12M | 0.02% | +1,273+7.7% | Added |
| Meiji Yasuda Life Insurance Co | 17,872 | $3.11M | 0.08% | −9,380−34.4% | Reduced |
| Callahan Advisors, LLC | 17,868 | $3.11M | 0.38% | +10.0% | Added |
| Selway Asset Management | 17,785 | $3.10M | 1.36% | +185+1.1% | Added |
| Cetera Advisors LLC | 17,741 | $3.09M | 0.05% | −7,761−30.4% | Reduced |
| Northstar Group, Inc. | 17,739 | $3.09M | 0.72% | +1,379+8.4% | Added |
| Elgethun Capital Management | 17,716 | $3.08M | 0.93% | +114+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 17,679 | $3.08M | 0.12% | +323+1.9% | Added |
| Mathes Company, Inc. | 17,540 | $3.06M | 1.34% | +17,540 | New |
| Azimuth Capital Investment Management LLC | 17,485 | $3.05M | 0.14% | −1,525−8.0% | Reduced |
| Briggs Advisory Group, Inc. | 17,430 | $3.04M | 1.70% | +10+0.1% | Added |
| Lodestone Wealth Management LLC | 17,337 | $3.02M | 2.08% | +2,676+18.3% | Added |
| Canandaigua National Bank & Trust Co | 17,021 | $2.97M | 0.48% | −343−2.0% | Reduced |
| Pring Turner Capital Group Inc | 17,015 | $2.96M | 2.72% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 16,961 | $2.95M | 0.01% | −3,304−16.3% | Reduced |
| Resonant Capital Advisors, LLC | 16,852 | $2.94M | 0.32% | +1,496+9.7% | Added |
| Nemes Rush Group LLC | 16,810 | $2.93M | 0.52% | +16,810 | New |
| Ostrum Asset Management | 16,684 | $2.91M | 0.24% | −595−3.4% | Reduced |
| NVWM, LLC | 16,682 | $2.91M | 0.94% | +527+3.3% | Added |
| Credit Agricole S A | 16,677 | $2.91M | 0.09% | +214+1.3% | Added |
| Impax Asset Management Group plc | 16,593 | $2.89M | 0.01% | −67−0.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,506 | $2.88M | 0.09% | −285−1.7% | Reduced |
| Intact Investment Management Inc. | 16,500 | $2.87M | 0.12% | +16,500 | New |
| Davy Global Fund Management Ltd | 16,488 | $2.87M | 0.55% | +432+2.7% | Added |
| Americana Partners, LLC | 16,235 | $2.83M | 0.36% | −3,518−17.8% | Reduced |
| Mirador Capital Partners LP | 16,180 | $2.82M | 0.67% | +13,658+541.6% | Added |
| Empire Financial Management Company, LLC | 16,145 | $2.81M | 1.12% | −1,049−6.1% | Reduced |
| Buckingham Capital Management, Inc. | 16,124 | $2.81M | 0.42% | +574+3.7% | Added |