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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 3,678 | $851.6K | 0.19% | −30−0.8% | Reduced |
| Aries Wealth Management | 3,689 | $854.2K | 0.27% | +75+2.1% | Added |
| Aaron Wealth Advisors | 3,693 | $855.1K | 0.12% | +426+13.0% | Added |
| Two Sigma Advisers, LP | 3,700 | $856.7K | 0.00% | −7,500−67.0% | Reduced |
| Symmetry Partners, LLC | 3,718 | $861.0K | 0.04% | −540−12.7% | Reduced |
| Gratus Wealth Advisors, LLC | 3,596 | $871.6K | 0.15% | +116+3.3% | Added |
| Graypoint LLC | 3,779 | $875.1K | 0.06% | +822+27.8% | Added |
| Platform Technology Partners | 3,792 | $878.0K | 0.30% | +3,792 | New |
| Spire Wealth Management | 3,793 | $878.2K | 0.03% | −522−12.1% | Reduced |
| LGT Fund Management Co Ltd. | 3,800 | $879.9K | 0.11% | +1,200+46.2% | Added |
| Bridges Investment Management Inc | 3,804 | $880.8K | 0.01% | +2,604+217.0% | Added |
| EverSource Wealth Advisors, LLC | 3,481 | $880.9K | 0.06% | +590+20.4% | Added |
| Fidelis Capital Partners, LLC | 3,867 | $884.8K | 0.13% | −193−4.8% | Reduced |
| MTM Investment Management, LLC | 3,822 | $885.0K | 0.36% | −6−0.2% | Reduced |
| Sunflower Bank, N.A. | 3,857 | $893.1K | 0.21% | +67+1.8% | Added |
| United Community Bank | 3,863 | $894.5K | 0.36% | +3,863 | New |
| Quest Partners LLC | 3,891 | $901.0K | 0.12% | +3,891 | New |
| Sanders Morris Harris LLC | 3,892 | $901.2K | 0.15% | 00.0% | Unchanged |
| Next Level Private LLC | 3,894 | $901.7K | 0.41% | +5+0.1% | Added |
| Jefferies Financial Group Inc. | 3,900 | $903.0K | 0.02% | −8,000−67.2% | Reduced |
| BigSur Wealth Management LLC | 3,900 | $903.0K | 0.28% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 3,912 | $905.8K | 0.85% | −28−0.7% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $906.1K | 0.16% | 00.0% | Unchanged |
| First Western Trust Bank | 3,921 | $907.9K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,921 | $908.0K | 0.08% | −32−0.8% | Reduced |
| Colonial Trust Co | 3,926 | $909.1K | 0.16% | −9,116−69.9% | Reduced |
| West Coast Financial LLC | 3,949 | $914.4K | 0.11% | +24+0.6% | Added |
| Mayflower Financial Advisors, LLC | 3,949 | $914.5K | 0.15% | +132+3.5% | Added |
| Modern Wealth Management, LLC | 3,968 | $918.9K | 0.07% | +75+1.9% | Added |
| Centerpoint Advisors, LLC | 3,970 | $919.0K | 0.33% | −17−0.4% | Reduced |
| Evanson Asset Management, LLC | 3,988 | $923.5K | 0.07% | +2+0.1% | Added |
| Petrus Trust Company, LTA | 4,008 | $928.1K | 0.09% | +4,008 | New |
| Clarius Group, LLC | 4,011 | $928.7K | 0.07% | −229−5.4% | Reduced |
| Alhambra Investment Partners LLC | 4,015 | $929.7K | 0.51% | −150−3.6% | Reduced |
| Capital Analysts, LLC | 4,024 | $932.0K | 0.04% | +162+4.2% | Added |
| Ipswich Investment Management Co., Inc. | 4,026 | $932.1K | 0.22% | −10−0.2% | Reduced |
| Boston Financial Mangement LLC | 4,028 | $932.7K | 0.03% | −205−4.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,031 | $933.0K | 0.26% | −91−2.2% | Reduced |
| Morse Asset Management, Inc | 4,040 | $935.0K | 0.23% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,041 | $935.7K | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,097 | $948.7K | 0.06% | +21+0.5% | Added |
| Paradigm Asset Management Co LLC | 4,100 | $949.4K | 0.27% | +2,100+105.0% | Added |
| Baldwin Investment Management, LLC | 4,110 | $951.7K | 0.13% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,116 | $953.0K | 0.10% | +55+1.4% | Added |
| American National Bank | 4,128 | $955.8K | 0.12% | +102+2.5% | Added |
| SRN Advisors, LLC | 4,146 | $960.0K | 0.80% | −2,390−36.6% | Reduced |
| Essex Investment Management Co LLC | 4,148 | $960.5K | 0.18% | −2,614−38.7% | Reduced |
| Avantax Planning Partners, Inc. | 4,149 | $960.8K | 0.03% | −239−5.4% | Reduced |
| Amarillo National Bank | 4,156 | $962.3K | 0.18% | −4,157−50.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,164 | $964.1K | 0.16% | −616−12.9% | Reduced |
| Oakworth Capital, Inc. | 4,170 | $965.6K | 0.07% | +298+7.7% | Added |
| Canopy Partners, LLC | 4,172 | $966.0K | 0.45% | +399+10.6% | Added |
| Brooks, Moore & Associates, Inc. | 4,173 | $966.3K | 0.62% | −400−8.7% | Reduced |
| Prairie Sky Financial Group LLC | 4,181 | $968.2K | 0.60% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,187 | $969.5K | 0.03% | +208+5.2% | Added |
| Capital Management Associates | 4,196 | $971.6K | 1.15% | −112−2.6% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $973.7K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,175 | $976.1K | 0.05% | +1,468+54.2% | Added |
| Wellington Shields & Co., LLC | 4,220 | $977.1K | 0.32% | 00.0% | Unchanged |
| Solitude Financial Services | 4,240 | $981.8K | 0.46% | +447+11.8% | Added |
| Benin Management CORP | 4,254 | $985.0K | 0.30% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 4,260 | $986.4K | 0.17% | −100−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,287 | $992.7K | 0.14% | −300−6.5% | Reduced |
| Atomi Financial Group, Inc. | 4,302 | $996.2K | 0.07% | +1,110+34.8% | Added |
| Green Harvest Asset Management LLC | 4,307 | $997.3K | 0.02% | +4,307 | New |
| Proathlete Wealth Management LLC | 4,311 | $998.3K | 0.47% | −7−0.2% | Reduced |
| First Affirmative Financial Network | 4,312 | $998.5K | 0.69% | −176−3.9% | Reduced |
| Capricorn Fund Managers Ltd | 4,330 | $1.00M | 0.71% | +4,330 | New |
| Bedel Financial Consulting, Inc. | 4,335 | $1.00M | 0.15% | −130−2.9% | Reduced |
| Red Door Wealth Management, LLC | 4,336 | $1.00M | 0.18% | +37+0.9% | Added |
| Verition Fund Management LLC | 4,347 | $1.01M | 0.01% | −31,702−87.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,354 | $1.01M | 0.54% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,363 | $1.01M | 0.03% | −187−4.1% | Reduced |
| Orleans Capital Management Corp | 4,365 | $1.01M | 0.64% | +550+14.4% | Added |
| Guardian Investment Management | 4,367 | $1.01M | 0.74% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,370 | $1.01M | 0.46% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 4,370 | $1.01M | 0.06% | +88+2.1% | Added |
| Baker Avenue Asset Management, LP | 4,378 | $1.01M | 0.03% | +138+3.3% | Added |
| Resources Management Corp | 4,405 | $1.02M | 0.15% | −25−0.6% | Reduced |
| Delta Financial Group, Inc. | 4,409 | $1.02M | 0.43% | −149−3.3% | Reduced |
| Atlas Brown,Inc. | 4,415 | $1.02M | 0.37% | +10+0.2% | Added |
| Sage Rhino Capital LLC | 4,422 | $1.02M | 0.24% | −9−0.2% | Reduced |
| Bridgewater Associates, LP | 4,426 | $1.02M | 0.01% | −12,380−73.7% | Reduced |
| IFG Advisors, LLC | 4,437 | $1.03M | 0.24% | +5+0.1% | Added |
| WealthTrust Axiom LLC | 4,457 | $1.03M | 0.34% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4,461 | $1.03M | 0.27% | +207+4.9% | Added |
| Becker Capital Management Inc | 4,471 | $1.04M | 0.04% | −20−0.4% | Reduced |
| Orrstown Financial Services Inc | 4,473 | $1.04M | 0.55% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,476 | $1.04M | 0.08% | +32+0.7% | Added |
| RFP Financial Group LLC | 4,476 | $1.04M | 0.38% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 4,481 | $1.04M | 0.72% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 4,500 | $1.04M | 0.22% | +4,500 | New |
| Manchester Capital Management LLC | 4,505 | $1.04M | 0.13% | −691−13.3% | Reduced |
| Bridgefront Capital, LLC | 4,505 | $1.04M | 0.43% | +4,505 | New |
| Conning Inc. | 4,507 | $1.04M | 0.04% | +107+2.4% | Added |
| Avestar Capital, LLC | 4,508 | $1.04M | 0.12% | +1,726+62.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,518 | $1.05M | 0.19% | −648−12.5% | Reduced |
| Eisler Capital (UK) Ltd. | 4,535 | $1.05M | 0.34% | +2,279+101.0% | Added |
| Premier Path Wealth Partners, LLC | 4,541 | $1.05M | 0.18% | −10−0.2% | Reduced |
| TCI Wealth Advisors, Inc. | 4,544 | $1.05M | 0.10% | −93−2.0% | Reduced |