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 |
|---|---|---|---|---|---|
| Doheny Asset Management | 11,853 | $2.06M | 1.77% | −50−0.4% | Reduced |
| Bull Street Advisors, LLC | 11,792 | $2.05M | 1.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 11,762 | $2.05M | 0.08% | −957−7.5% | Reduced |
| BLB&B Advisors, LLC | 11,761 | $2.05M | 0.14% | −130−1.1% | Reduced |
| Pinnacle Holdings, LLC | 11,699 | $2.04M | 0.91% | +604+5.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,696 | $2.04M | 0.59% | +27+0.2% | Added |
| BKD Wealth Advisors, LLC | 11,660 | $2.03M | 0.06% | +1,744+17.6% | Added |
| Fruth Investment Management | 11,650 | $2.03M | 0.58% | −100−0.9% | Reduced |
| Caldwell Trust Co | 11,645 | $2.03M | 0.26% | −213−1.8% | Reduced |
| Herbst Group, LLC | 11,600 | $2.02M | 1.40% | +100+0.9% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.02M | 0.04% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $2.02M | 0.60% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,532 | $2.01M | 0.15% | −16−0.1% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $2.01M | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 11,457 | $2.00M | 0.07% | −370−3.1% | Reduced |
| Stamos Capital Partners, L.P. | 11,410 | $1.99M | 0.46% | −1,050−8.4% | Reduced |
| SOL Capital Management CO | 11,403 | $1.99M | 0.30% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 11,335 | $1.97M | 1.24% | −43−0.4% | Reduced |
| Colonial Trust Co | 11,323 | $1.97M | 0.47% | +484+4.5% | Added |
| IFG Advisory, LLC | 11,319 | $1.97M | 0.17% | −402−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 11,316 | $1.97M | 0.06% | +603+5.6% | Added |
| Profund Advisors LLC | 11,287 | $1.97M | 0.11% | −232−2.0% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.95M | 0.18% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 11,140 | $1.94M | 1.35% | +259+2.4% | Added |
| PEAK6 Investments LLC | 11,049 | $1.92M | 0.16% | −49,337−81.7% | Reduced |
| St. Johns Investment Management Company, LLC | 11,013 | $1.92M | 1.04% | +223+2.1% | Added |
| Gifford Fong Associates | 11,000 | $1.92M | 0.45% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,936 | $1.91M | 0.05% | +606+5.9% | Added |
| Parallel Advisors, LLC | 10,932 | $1.90M | 0.06% | −1,478−11.9% | Reduced |
| Sowell Financial Services LLC | 10,904 | $1.90M | 0.11% | +5,602+105.7% | Added |
| Scotia Capital Inc. | 10,900 | $1.90M | 0.01% | +1,097+11.2% | Added |
| MainStreet Investment Advisors LLC | 10,895 | $1.90M | 0.21% | −288−2.6% | Reduced |
| BNC Wealth Management, LLC | 10,867 | $1.89M | 1.00% | +9,020+488.4% | Added |
| Plimoth Trust Co LLC | 10,836 | $1.89M | 0.56% | +1,064+10.9% | Added |
| Sound View Wealth Advisors Group, LLC | 10,820 | $1.88M | 0.25% | +163+1.5% | Added |
| Bailard, Inc. | 10,818 | $1.88M | 0.07% | −594−5.2% | Reduced |
| TrimTabs Asset Management, LLC | 10,753 | $1.87M | 0.94% | +475+4.6% | Added |
| KWB Wealth | 10,712 | $1.87M | 0.30% | +315+3.0% | Added |
| Sawgrass Asset Management LLC | 10,710 | $1.87M | 0.23% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,701 | $1.86M | 0.03% | −667−5.9% | Reduced |
| Vise Technologies, Inc. | 10,642 | $1.85M | 0.45% | +332+3.2% | Added |
| Horizon Investments, LLC | 10,653 | $1.85M | 0.05% | −2,404−18.4% | Reduced |
| Meeder Advisory Services, Inc. | 10,572 | $1.84M | 0.20% | +108+1.0% | Added |
| Sigma Planning Corp | 10,512 | $1.83M | 0.07% | −469−4.3% | Reduced |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.83M | 1.03% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 10,607 | $1.83M | 0.16% | −1,795−14.5% | Reduced |
| Wolf Group Capital Advisors | 11,215 | $1.82M | 0.91% | −691−5.8% | Reduced |
| Wintrust Investments LLC | 10,463 | $1.82M | 0.18% | −440−4.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,405 | $1.81M | 0.30% | +120+1.2% | Added |
| Moloney Securities Asset Management, LLC | 10,403 | $1.81M | 0.32% | +2,100+25.3% | Added |
| Guardian Capital LP | 10,388 | $1.81M | 0.06% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 10,385 | $1.81M | 0.46% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,369 | $1.81M | 0.12% | +207+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,351 | $1.80M | 0.09% | +9+0.1% | Added |
| Schechter Investment Advisors, LLC | 10,281 | $1.79M | 0.16% | −320−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,278 | $1.79M | 0.11% | +3,435+50.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10,249 | $1.79M | 0.49% | +1,228+13.6% | Added |
| Constitution Capital LLC | 10,150 | $1.77M | 1.01% | −4,250−29.5% | Reduced |
| Pinnacle Wealth Management, LLC | 10,142 | $1.77M | 1.78% | +10,142 | New |
| Ziegler Capital Management, LLC | 10,112 | $1.76M | 0.07% | +173+1.7% | Added |
| Mission Wealth Management, LP | 10,093 | $1.76M | 0.07% | +542+5.7% | Added |
| Cunning Capital Partners, LP | 0 | $1.75M | 1.11% | −10,070−100.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,017 | $1.74M | 0.25% | −80,703−89.0% | Reduced |
| Bigelow Investment Advisors, LLC | 9,946 | $1.73M | 0.95% | +323+3.4% | Added |
| Everett Harris & Co | 9,881 | $1.72M | 0.03% | +42+0.4% | Added |
| Knuff & Co LLC | 9,855 | $1.72M | 0.64% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,849 | $1.72M | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,705 | $1.69M | 0.30% | −61−0.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,690 | $1.69M | 1.14% | −1,007−9.4% | Reduced |
| Moors & Cabot, Inc. | 9,680 | $1.69M | 0.11% | −1,387−12.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 9,680 | $1.69M | 0.06% | +8,005+477.9% | Added |
| Linker Capital Management Inc. | 9,650 | $1.68M | 1.77% | 00.0% | Unchanged |
| HRT Financial LP | 9,615 | $1.67M | 0.02% | +9,615 | New |
| Applied Capital LLC | 9,584 | $1.67M | 1.58% | −30.0% | Reduced |
| Carl P. Sherr & Co., LLC | 9,545 | $1.66M | 1.09% | +20.0% | Added |
| Berkshire Bank | 9,446 | $1.65M | 0.45% | +81+0.9% | Added |
| Gateway Investment Advisers LLC | 9,349 | $1.63M | 0.02% | −117−1.2% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $1.62M | 1.11% | +6,138+192.4% | Added |
| Woodmont Investment Counsel LLC | 9,318 | $1.62M | 0.17% | −300−3.1% | Reduced |
| VisionPoint Advisory Group, LLC | 9,310 | $1.62M | 0.66% | +530+6.0% | Added |
| NTV Asset Management LLC | 9,310 | $1.62M | 0.28% | +625+7.2% | Added |
| Kathleen S. Wright Associates Inc. | 9,299 | $1.62M | 1.03% | −5,900−38.8% | Reduced |
| Trustco Bank Corp N Y | 9,284 | $1.62M | 1.74% | +73+0.8% | Added |
| Insight Wealth Strategies, LLC | 9,267 | $1.61M | 0.31% | +18+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.61M | 0.20% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 9,250 | $1.61M | 1.06% | −650−6.6% | Reduced |
| Laffer Tengler Investments | 9,239 | $1.61M | 0.43% | +350+3.9% | Added |
| CenterBook Partners LP | 9,229 | $1.61M | 0.20% | −14,594−61.3% | Reduced |
| Northern Financial Advisors Inc | 9,204 | $1.60M | 1.41% | +406+4.6% | Added |
| Hartline Investment Corp | 9,181 | $1.60M | 0.27% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 9,152 | $1.59M | 0.17% | −34−0.4% | Reduced |
| Advisory Research Inc | 9,141 | $1.59M | 0.20% | +1,079+13.4% | Added |
| TAGStone Capital, Inc. | 9,111 | $1.59M | 1.14% | +37+0.4% | Added |
| Blue Zone Wealth Advisors, LLC | 9,108 | $1.59M | 0.73% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,066 | $1.58M | 0.09% | −739−7.5% | Reduced |
| Hyman Charles D | 9,048 | $1.58M | 0.10% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,041 | $1.57M | 0.08% | −20−0.2% | Reduced |
| F/M Investments LLC | 9,028 | $1.57M | 1.16% | +9,028 | New |
| J.W. Cole Advisors, Inc. | 8,967 | $1.56M | 0.11% | −2,155−19.4% | Reduced |
| Argent Advisors, Inc. | 8,958 | $1.56M | 0.72% | +254+2.9% | Added |