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Livermore
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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 2024

Institutional positions in American Express Co as of Jun 30, 2024. 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
2,349
+65 vs. Q1 2024
Shares held
603.7M
−7.19M (−1.2%) vs. Q1 2024
Total value
$139.8B
+$833.6M (+0.6%) vs. Q1 2024
New holders
171
830 more added
Sold out
106
927 more reduced

32 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 2,349 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ2 2024: $139.8B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2024.

Institutions holding AXP in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$170.00%0Unchanged
Creative Capital Management Investments LLC1$2320.00%+1New
WestEnd Advisors, LLC3$6950.00%+1+50.0%Added
HBC Financial Services, PLLC7$1.00K0.00%+7New
Strengthening Families & Communities, LLC8$2.00K0.00%+8New
Aspect Partners, LLC9$2.08K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC9$2.08K0.00%+9New
Thomas J. Herzfeld Advisors, Inc.10$2.32K0.00%+10New
FPC Investment Advisory, Inc.11$2.75K0.00%00.0%Unchanged
PayPay Securities Corp12$2.78K0.23%−2−14.3%Reduced
Lynx Investment Advisory12$2.78K0.00%+12New
BOK Financial Private Wealth, Inc.14$3.24K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC16$3.71K0.00%00.0%Unchanged
Insight Financial Services20$4.63K0.00%00.0%Unchanged
Winch Advisory Services, LLC20$4.69K0.00%00.0%Unchanged
Pineridge Advisors LLC21$4.86K0.00%+4+23.5%Added
Atwood & Palmer Inc23$5.33K0.00%−29−55.8%Reduced
First United Bank Trust25$5.79K0.00%00.0%Unchanged
True Wealth Design, LLC25$5.89K0.00%00.0%Unchanged
TSFG, LLC28$6.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC27$6.23K0.00%−13−32.5%Reduced
Hoey Investments, Inc30$6.95K0.00%00.0%Unchanged
Ogorek Anthony Joseph34$7.00K0.00%+9+36.0%Added
Red Tortoise LLC32$7.41K0.00%00.0%Unchanged
Gold Investment Management Ltd.33$7.64K0.00%00.0%Unchanged
Timber Creek Capital Management LLC35$8.10K0.00%00.0%Unchanged
Baldwin Brothers Inc35$8.10K0.00%+27+337.5%Added
Dixon Mitchell Investment Counsel Inc.35$8.10K0.00%+35New
Triad Wealth Partners, LLC36$8.35K0.00%+36New
Elequin Capital LP38$8.80K0.00%+38New
Davis Capital Management38$8.88K0.01%+25+192.3%Added
Fairway Wealth LLC39$9.03K0.01%+39New
Carolinas Wealth Consulting LLC40$9.26K0.00%−1−2.4%Reduced
Robinswood Financial LLC41$9.49K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC42$9.72K0.00%00.0%Unchanged
Stone House Investment Management, LLC42$9.80K0.00%00.0%Unchanged
HighMark Wealth Management LLC42$9.82K0.01%00.0%Unchanged
Horrell Capital Management, Inc.44$10.0K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC44$10.2K0.01%+44New
Pacifica Partners Inc.45$10.6K0.00%−125−73.5%Reduced
Redmont Wealth Advisors LLC47$10.9K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.47$11.1K0.01%00.0%Unchanged
ESL Trust Services, LLC50$11.6K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$11.6K0.00%+6+13.6%Added
Valued Wealth Advisors LLC52$12.1K0.01%+11+26.8%Added
SJS Investment Consulting Inc.56$13.0K0.00%−1−1.8%Reduced
Frazier Financial Advisors, LLC58$13.4K0.01%00.0%Unchanged
Rogco, LP60$13.9K0.01%−22−26.8%Reduced
Abich Financial Wealth Management LLC61$14.1K0.01%+31+103.3%Added
Dunhill Financial, LLC62$14.4K0.01%+1+1.6%Added
Cranbrook Wealth Management, LLC63$14.6K0.00%00.0%Unchanged
TruNorth Capital Management, LLC67$15.5K0.01%+67New
Cypress Capital, LLC69$16.0K0.00%+69New
PFS Partners, LLC75$17.4K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd78$18.0K0.02%−5,833−98.7%Reduced
Wetzel Investment Advisors, Inc.80$18.3K0.01%+20+33.3%Added
American Capital Advisory, LLC101$18.8K0.01%00.0%Unchanged
Rakuten Securities, Inc.88$20.4K0.01%−144−62.1%Reduced
Cedar Wealth Management, LLC89$20.6K0.01%00.0%Unchanged
JJJ Advisors Inc.91$21.1K0.00%+3+3.4%Added
Ruedi Wealth Management, Inc.94$21.8K0.01%+4+4.4%Added
Investment Research & Advisory Group, Inc.96$22.2K0.01%00.0%Unchanged
REAP Financial Group, LLC98$22.7K0.01%00.0%Unchanged
Front Row Advisors LLC98$22.7K0.01%−5−4.9%Reduced
Operose Advisors LLC98$22.7K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.100$23.2K0.01%00.0%Unchanged
Atticus Wealth Management, LLC100$23.2K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC100$23.2K0.02%00.0%Unchanged
Park Place Capital Corp100$23.2K0.01%+3+3.1%Added
BBJS Financial Advisors, LLC100$23.2K0.01%+100New
Johnson Financial Group, Inc.101$23.4K0.00%−4−3.8%Reduced
Albion Financial Group103$23.9K0.00%00.0%Unchanged
Hallmark Capital Management Inc105$24.3K0.00%00.0%Unchanged
Bray Capital Advisors108$25.0K0.01%00.0%Unchanged
Caitlin John, LLC126$29.1K0.02%+23+22.3%Added
Vermillion & White Wealth Management Group, LLC128$29.6K0.02%00.0%Unchanged
Archer Investment Corp129$29.9K0.01%00.0%Unchanged
Canton Hathaway, LLC130$30.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC130$30.1K0.01%00.0%Unchanged
Aviso Financial Inc.131$30.3K0.00%+131New
Main Street Group, LTD131$30.5K0.01%−41−23.8%Reduced
GPS Wealth Strategies Group, LLC135$31.3K0.00%00.0%Unchanged
Nordwand Advisors, LLC135$31.3K0.01%00.0%Unchanged
Tyler-Stone Wealth Management145$33.6K0.01%00.0%Unchanged
Scarborough Advisors, LLC145$33.6K0.01%+12+9.0%Added
Custom Portfolio Group LLC156$36.1K0.03%00.0%Unchanged
Tradewinds Capital Management, LLC158$36.6K0.01%+8+5.3%Added
WFA Asset Management Corp162$37.4K0.02%+1+0.6%Added
DHJJ Financial Advisors, Ltd.165$38.2K0.02%+49+42.2%Added
Riverview Trust Co169$39.1K0.04%00.0%Unchanged
Abound Wealth Management171$39.6K0.01%+6+3.6%Added
POM Investment Strategies, LLC183$42.4K0.03%+183New
Intelligent Financial Strategies194$44.9K0.03%00.0%Unchanged
Annapolis Financial Services, LLC199$46.1K0.01%00.0%Unchanged
Chelsea Counsel Co200$46.3K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC200$46.3K0.02%00.0%Unchanged
CBIZ Investment Advisory Services, LLC200$46.3K0.00%00.0%Unchanged
Transcendent Capital Group LLC200$46.3K0.03%00.0%Unchanged
Founders Capital Management200$46.3K0.03%+200New
Jackson, Grant Investment Advisers, Inc.203$47.0K0.02%00.0%Unchanged