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.
| 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 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| XR Securities LLC | 2,922 | $676.6K | 1.14% | +2,922 | New |
| Centennial Bank | 2,931 | $678.7K | 0.33% | +61+2.1% | Added |
| Tradition Wealth Management, LLC | 2,957 | $684.8K | 0.07% | +9+0.3% | Added |
| Cambridge Advisors Inc. | 2,965 | $686.5K | 0.16% | +55+1.9% | Added |
| Acima Private Wealth, LLC | 3,000 | $694.6K | 0.26% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $694.6K | 0.18% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,000 | $694.6K | 0.67% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $694.6K | 0.29% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,008 | $696.4K | 0.08% | +26+0.9% | Added |
| Essex Savings Bank | 3,011 | $697.2K | 0.19% | −110−3.5% | Reduced |
| Advisor OS, LLC | 3,016 | $698.4K | 0.08% | +343+12.8% | Added |
| Atlas Private Wealth Advisors | 3,021 | $699.6K | 0.11% | +1,483+96.4% | Added |
| Catalina Capital Group, LLC | 3,027 | $700.9K | 0.27% | +611+25.3% | Added |
| Embree Financial Group | 3,027 | $701.0K | 0.13% | +78+2.6% | Added |
| ERn Financial, LLC | 3,037 | $703.2K | 0.12% | +2+0.1% | Added |
| LongView Wealth Management | 3,038 | $703.4K | 0.26% | +159+5.5% | Added |
| Outlook Wealth Advisors, LLC | 3,040 | $703.9K | 0.34% | −50−1.6% | Reduced |
| Hoylecohen, LLC | 3,040 | $704.0K | 0.05% | −47−1.5% | Reduced |
| Lifeworks Advisors, LLC | 3,048 | $705.8K | 0.20% | −299−8.9% | Reduced |
| Bath Savings Trust Co | 3,064 | $709.5K | 0.08% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,071 | $711.1K | 0.07% | −200−6.1% | Reduced |
| Cary Street Partners Asset Management LLC | 3,074 | $711.7K | 0.10% | +35+1.2% | Added |
| Cozad Asset Management Inc | 3,079 | $712.9K | 0.07% | +508+19.8% | Added |
| Reynders McVeigh Capital Management, LLC | 3,080 | $713.0K | 0.04% | +61+2.0% | Added |
| Ridgewood Investments LLC | 3,090 | $715.4K | 0.36% | −10.0% | Reduced |
| Clean Yield Group | 3,090 | $715.5K | 0.27% | +58+1.9% | Added |
| Purus Wealth Management, LLC | 3,112 | $720.7K | 0.32% | +4+0.1% | Added |
| Aigen Investment Management, LP | 3,113 | $720.8K | 0.14% | +2,153+224.3% | Added |
| Old Mission Investment Co LLC | 3,128 | $724.2K | 0.23% | −2−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,132 | $725.2K | 0.10% | −43−1.4% | Reduced |
| Fort Pitt Capital Group, LLC | 3,136 | $726.1K | 0.02% | +34+1.1% | Added |
| Exchange Bank | 3,137 | $726.4K | 0.62% | +28+0.9% | Added |
| Eagle Ridge Investment Management | 3,139 | $726.8K | 0.07% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,114 | $728.2K | 0.24% | −18−0.6% | Reduced |
| Brown Financial Advisors | 3,151 | $729.6K | 0.33% | +3,151 | New |
| SignalPoint Asset Management, LLC | 3,155 | $730.5K | 0.20% | −50−1.6% | Reduced |
| First International Bank & Trust | 3,185 | $737.5K | 0.25% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,211 | $743.5K | 0.59% | −580−15.3% | Reduced |
| Matrix Asset Advisors Inc | 3,212 | $744.0K | 0.09% | −16−0.5% | Reduced |
| Altfest L J & Co Inc | 3,212 | $744.0K | 0.10% | +21+0.7% | Added |
| Tompkins Financial Corp | 3,216 | $744.7K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 3,218 | $745.2K | 0.03% | −43−1.3% | Reduced |
| Financial Management Network Inc | 3,163 | $745.3K | 0.18% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,221 | $745.7K | 0.03% | +3,221 | New |
| Cidel Asset Management Inc | 3,225 | $746.7K | 0.06% | −220−6.4% | Reduced |
| SeaCrest Wealth Management, LLC | 3,236 | $749.2K | 0.09% | +224+7.4% | Added |
| Plancorp, LLC | 3,240 | $750.2K | 0.03% | −169−5.0% | Reduced |
| Proficio Capital Partners LLC | 3,241 | $750.5K | 0.08% | −7,736−70.5% | Reduced |
| Zullo Investment Group, Inc. | 3,247 | $752.2K | 0.33% | +157+5.1% | Added |
| Somerville Kurt F | 3,250 | $752.5K | 0.13% | −35−1.1% | Reduced |
| Hartford Financial Management Inc. | 3,258 | $754.4K | 0.16% | −30−0.9% | Reduced |
| Kovack Advisors, Inc. | 3,264 | $755.8K | 0.08% | −87−2.6% | Reduced |
| Sigma Investment Counselors Inc | 3,273 | $757.9K | 0.05% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,281 | $759.7K | 0.44% | +441+15.5% | Added |
| Kestra Investment Management, LLC | 3,282 | $759.9K | 0.05% | +3,282 | New |
| Strategic Advocates LLC | 3,299 | $763.9K | 0.30% | −2,201−40.0% | Reduced |
| Geller Advisors LLC | 3,308 | $766.0K | 0.06% | −10.0% | Reduced |
| Aspen Investment Management Inc | 3,315 | $768.0K | 0.38% | −40−1.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $768.4K | 0.17% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,326 | $770.1K | 0.11% | −327−9.0% | Reduced |
| Bell Bank | 3,327 | $770.4K | 0.06% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,335 | $772.2K | 0.48% | −100−2.9% | Reduced |
| US Asset Management LLC | 3,344 | $774.0K | 0.70% | −112−3.2% | Reduced |
| Defined Wealth Management, LLC | 3,359 | $777.8K | 0.54% | +12+0.4% | Added |
| Quadrant Private Wealth Management, LLC | 3,376 | $781.7K | 0.18% | +557+19.8% | Added |
| Leo Wealth, LLC | 3,360 | $782.5K | 0.08% | +1,141+51.4% | Added |
| International Assets Investment Management, LLC | 3,384 | $783.6K | 0.07% | +28+0.8% | Added |
| Tanager Wealth Management LLP | 3,386 | $784.0K | 0.12% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,392 | $785.4K | 0.19% | −107−3.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,411 | $789.7K | 0.69% | +10.0% | Added |
| Resolute Wealth Strategies, LLC | 3,426 | $793.3K | 0.46% | +4+0.1% | Added |
| Navellier & Associates Inc | 3,426 | $793.3K | 0.09% | −100−2.8% | Reduced |
| MidWestOne Financial Group, Inc. | 3,431 | $794.4K | 0.14% | +27+0.8% | Added |
| Sage Mountain Advisors LLC | 3,436 | $795.5K | 0.07% | +746+27.7% | Added |
| LVW Advisors, LLC | 3,452 | $799.3K | 0.12% | −32−0.9% | Reduced |
| Sendero Wealth Management, LLC | 3,462 | $801.6K | 0.13% | −13,286−79.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,478 | $805.4K | 0.07% | +131+3.9% | Added |
| Cable Hill Partners, LLC | 3,481 | $806.0K | 0.09% | +3,481 | New |
| Parkside Investments, LLC | 3,500 | $810.4K | 0.13% | +3,500 | New |
| Linscomb & Williams, Inc. | 3,510 | $812.7K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,524 | $816.0K | 0.07% | −4−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 3,536 | $818.8K | 0.06% | −23−0.6% | Reduced |
| Doliver Advisors, LP | 3,537 | $819.0K | 0.23% | +788+28.7% | Added |
| Alerus Financial NA | 3,550 | $822.0K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,551 | $822.2K | 0.13% | −5−0.1% | Reduced |
| Wesbanco Bank Inc | 3,551 | $822.2K | 0.03% | −8−0.2% | Reduced |
| Olistico Wealth, LLC | 3,552 | $822.5K | 0.52% | +407+12.9% | Added |
| Virtus ETF Advisers LLC | 3,560 | $824.3K | 0.40% | −521−12.8% | Reduced |
| Smartleaf Asset Management LLC | 3,615 | $825.9K | 0.14% | +727+25.2% | Added |
| Oak Asset Management, LLC | 3,580 | $828.9K | 0.30% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,595 | $832.0K | 0.06% | +238+7.1% | Added |
| Ecofi Investissements SA | 3,800 | $832.7K | 0.46% | +3,800 | New |
| Saybrook Capital | 3,600 | $834.0K | 0.24% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,626 | $839.8K | 0.02% | −5,186−58.9% | Reduced |
| Lazari Capital Management, Inc. | 3,643 | $843.5K | 0.38% | +113+3.2% | Added |
| Accredited Investors Inc. | 3,653 | $845.7K | 0.05% | −175−4.6% | Reduced |
| Strategic Advisors LLC | 3,652 | $845.7K | 0.16% | −907−19.9% | Reduced |
| CFO4Life Group, LLC | 3,654 | $846.1K | 0.16% | +3,654 | New |
| Prescott Group Capital Management, L.L.C. | 3,662 | $848.0K | 0.13% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 3,678 | $851.6K | 0.10% | −675−15.5% | Reduced |