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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 16,448 | $2.79M | 0.06% | −787−4.6% | Reduced |
| L & S Advisors Inc | 16,012 | $2.79M | 0.37% | +16,012 | New |
| Brave Asset Management Inc | 15,996 | $2.79M | 0.82% | 00.0% | Unchanged |
| Bank of Stockton | 15,966 | $2.78M | 0.96% | +70+0.4% | Added |
| Moody National Bank Trust Division | 15,940 | $2.78M | 0.19% | +268+1.7% | Added |
| Everence Capital Management Inc | 17,474 | $2.77M | 0.23% | 00.0% | Unchanged |
| Arjuna Capital | 15,818 | $2.76M | 0.98% | +10,415+192.8% | Added |
| William Allan, LLC | 15,816 | $2.76M | 2.11% | +230+1.5% | Added |
| Beese Fulmer Investment Management, Inc. | 15,746 | $2.74M | 0.30% | −199−1.2% | Reduced |
| Warther Private Wealth, LLC | 15,620 | $2.72M | 1.85% | +1,242+8.6% | Added |
| Compass Wealth Management LLC | 15,609 | $2.72M | 0.82% | +25+0.2% | Added |
| Glenview Trust Co | 15,530 | $2.71M | 0.07% | −140−0.9% | Reduced |
| Northstar Advisory Group, LLC | 15,487 | $2.70M | 1.76% | +840+5.7% | Added |
| Pettee Investors, Inc. | 15,456 | $2.69M | 1.22% | +665+4.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,422 | $2.69M | 1.34% | −143−0.9% | Reduced |
| Lincoln Capital LLC | 15,316 | $2.67M | 0.69% | +1,313+9.4% | Added |
| Sawtooth Solutions, LLC | 15,193 | $2.65M | 0.07% | −3,959−20.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 15,171 | $2.64M | 0.04% | −1,082−6.7% | Reduced |
| Siemens Fonds Invest GmbH | 15,210 | $2.64M | 0.26% | 00.0% | Unchanged |
| Tower Bridge Advisors | 15,127 | $2.64M | 0.24% | −1,050−6.5% | Reduced |
| Twin Capital Management Inc | 15,067 | $2.62M | 0.34% | −5,239−25.8% | Reduced |
| Toroso Investments, LLC | 15,131 | $2.62M | 0.08% | −2,904−16.1% | Reduced |
| American Trust | 15,026 | $2.62M | 0.18% | +1,114+8.0% | Added |
| Vestcor Inc | 15,018 | $2.62M | 0.10% | −43−0.3% | Reduced |
| Rehmann Capital Advisory Group | 14,998 | $2.61M | 0.23% | +479+3.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $2.61M | 0.16% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 14,887 | $2.59M | 0.01% | +1,773+13.5% | Added |
| Geo Capital Gestora de Recursos Ltd | 14,880 | $2.59M | 2.01% | +8,316+126.7% | Added |
| Eads & Heald Wealth Management | 14,873 | $2.59M | 1.27% | −795−5.1% | Reduced |
| Intrinsic Value Partners, LLC | 14,853 | $2.59M | 3.26% | −50−0.3% | Reduced |
| Park Avenue Securities LLC | 14,817 | $2.58M | 0.04% | −590−3.8% | Reduced |
| Cornerstone Advisors, LLC | 14,800 | $2.58M | 0.12% | +14,800 | New |
| Grandfield & Dodd, LLC | 14,758 | $2.57M | 0.18% | −3,525−19.3% | Reduced |
| Kanawha Capital Management LLC | 14,758 | $2.57M | 0.24% | −40−0.3% | Reduced |
| Peoples Financial Services Corp. | 14,693 | $2.56M | 1.15% | −430−2.8% | Reduced |
| Condor Capital Management | 14,670 | $2.56M | 0.31% | −414−2.7% | Reduced |
| Evercore Wealth Management, LLC | 14,295 | $2.49M | 0.05% | −824−5.5% | Reduced |
| First Dallas Securities Inc. | 14,181 | $2.47M | 1.38% | −1,498−9.6% | Reduced |
| Avantax Advisory Services, Inc. | 14,072 | $2.45M | 0.03% | −956−6.4% | Reduced |
| Investment Advisory Services Inc | 14,070 | $2.45M | 1.03% | +65+0.5% | Added |
| Webster Bank, N. A. | 13,969 | $2.43M | 0.31% | +2,952+26.8% | Added |
| C2C Wealth Management, LLC | 13,674 | $2.41M | 0.32% | −85−0.6% | Reduced |
| Bleakley Financial Group, LLC | 13,780 | $2.40M | 0.07% | −429−3.0% | Reduced |
| Boston Family Office LLC | 13,762 | $2.40M | 0.18% | +720+5.5% | Added |
| Columbia Asset Management | 13,696 | $2.39M | 0.51% | −476−3.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,633 | $2.37M | 0.23% | +10.0% | Added |
| TCTC Holdings, LLC | 13,630 | $2.37M | 0.09% | −8−0.1% | Reduced |
| Invesco, LLC | 13,555 | $2.36M | 1.16% | +13,555 | New |
| Godshalk Welsh Capital Management, Inc. | 13,545 | $2.36M | 1.62% | −125−0.9% | Reduced |
| Fort Sheridan Advisors LLC | 13,532 | $2.36M | 0.54% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,473 | $2.35M | 0.02% | +1,242+10.2% | Added |
| Sawyer & Company, Inc | 13,470 | $2.35M | 1.07% | −20−0.1% | Reduced |
| Benedict Financial Advisors Inc | 13,370 | $2.33M | 0.64% | −32−0.2% | Reduced |
| Quantinno Capital Management LP | 13,319 | $2.32M | 0.13% | +818+6.5% | Added |
| Fairfield, Bush & Co. | 13,230 | $2.30M | 0.63% | +1,800+15.7% | Added |
| Private Asset Management Inc | 13,200 | $2.30M | 0.44% | −80−0.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,195 | $2.30M | 0.60% | −50.0% | Reduced |
| Valeo Financial Advisors, LLC | 13,164 | $2.29M | 0.10% | −1,841−12.3% | Reduced |
| Resources Investment Advisors, LLC. | 13,162 | $2.29M | 0.05% | −3,514−21.1% | Reduced |
| NewEdge Wealth, LLC | 13,161 | $2.29M | 0.08% | +11,577+730.9% | Added |
| Moneta Group Investment Advisors LLC | 13,140 | $2.29M | 0.05% | +244+1.9% | Added |
| West Oak Capital, LLC | 13,140 | $2.29M | 1.11% | +248+1.9% | Added |
| Tokio Marine Asset Management Co Ltd | 13,085 | $2.28M | 0.15% | +429+3.4% | Added |
| Madison Wealth Management | 13,057 | $2.27M | 0.46% | +99+0.8% | Added |
| Ballentine Partners, LLC | 13,049 | $2.27M | 0.05% | −1,121−7.9% | Reduced |
| South State Corp. | 13,044 | $2.27M | 0.20% | +23+0.2% | Added |
| CAPROCK Group, Inc. | 13,007 | $2.27M | 0.17% | +604+4.9% | Added |
| Aaron Wealth Advisors | 12,963 | $2.26M | 0.29% | +93+0.7% | Added |
| Greenfield Savings Bank | 12,954 | $2.26M | 1.53% | +90+0.7% | Added |
| Adviser Investments LLC | 12,909 | $2.25M | 0.05% | +1,645+14.6% | Added |
| Smith, Salley & Associates | 12,897 | $2.25M | 0.17% | +429+3.4% | Added |
| Xcel Wealth Management, LLC | 12,823 | $2.23M | 0.71% | +300+2.4% | Added |
| Warren Averett Asset Management, LLC | 12,791 | $2.23M | 0.10% | +10,511+461.0% | Added |
| Bridgeway Capital Management, LLC | 12,788 | $2.23M | 0.05% | +12,788 | New |
| BBR Partners, LLC | 12,769 | $2.22M | 0.25% | −47−0.4% | Reduced |
| Insight Inv LLC | 12,761 | $2.22M | 2.29% | +755+6.3% | Added |
| Two Sigma Investments, LP | 12,700 | $2.21M | 0.01% | −818,292−98.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 12,697 | $2.21M | 0.01% | −1,809−12.5% | Reduced |
| Ahl Investment Management, Inc. | 12,691 | $2.21M | 1.96% | +9+0.1% | Added |
| Quadrant Capital Group LLC | 12,675 | $2.21M | 0.22% | −85−0.7% | Reduced |
| Jacobi Capital Management LLC | 12,654 | $2.20M | 0.25% | −41−0.3% | Reduced |
| Trust Co of Toledo NA | 12,632 | $2.20M | 0.37% | +2,880+29.5% | Added |
| Lincoln National Corp | 12,620 | $2.20M | 0.04% | +554+4.6% | Added |
| Essex Investment Management Co LLC | 12,597 | $2.19M | 0.31% | −1,726−12.1% | Reduced |
| Aviance Capital Partners, LLC | 12,536 | $2.18M | 0.46% | −60.0% | Reduced |
| Coldstream Capital Management Inc | 12,511 | $2.18M | 0.07% | −370−2.9% | Reduced |
| Welch Group, LLC | 12,430 | $2.17M | 0.12% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 12,408 | $2.16M | 1.45% | +536+4.5% | Added |
| KCM Investment Advisors LLC | 12,371 | $2.15M | 0.09% | −1,463−10.6% | Reduced |
| Cito Capital Group, LLC | 12,300 | $2.14M | 0.98% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 12,252 | $2.13M | 0.43% | −680−5.3% | Reduced |
| Valueworks LLC | 12,220 | $2.13M | 0.77% | −208−1.7% | Reduced |
| True North Advisors, LLC | 12,150 | $2.12M | 0.60% | +1,150+10.5% | Added |
| Montag A & Associates Inc | 12,146 | $2.12M | 0.13% | 00.0% | Unchanged |
| Change Path, LLC | 12,135 | $2.11M | 0.10% | −598−4.7% | Reduced |
| Gladstone Institutional Advisory LLC | 12,101 | $2.11M | 0.13% | +205+1.7% | Added |
| QV Investors Inc. | 12,070 | $2.10M | 0.19% | −610−4.8% | Reduced |
| CoreCap Advisors, LLC | 12,064 | $2.10M | 0.15% | +12,064 | New |
| Haverford Trust Co | 12,024 | $2.09M | 0.02% | −1,418−10.5% | Reduced |
| Independent Investors Inc | 12,000 | $2.09M | 0.48% | 00.0% | Unchanged |