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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 4,550 | $1.05M | 0.30% | +20.0% | Added |
| Verus Capital Partners, LLC | 4,558 | $1.06M | 0.11% | −171−3.6% | Reduced |
| Tufton Capital Management | 4,560 | $1.06M | 0.21% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,564 | $1.06M | 0.37% | +26+0.6% | Added |
| Fullcircle Wealth LLC | 4,386 | $1.06M | 0.52% | +4,386 | New |
| Advisors Capital Management, LLC | 4,577 | $1.06M | 0.02% | +113+2.5% | Added |
| PFG Advisors | 4,580 | $1.06M | 0.07% | +146+3.3% | Added |
| United Asset Strategies, Inc. | 4,585 | $1.06M | 0.10% | −649−12.4% | Reduced |
| Sentry LLC | 4,591 | $1.06M | 0.20% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,594 | $1.06M | 0.04% | −36−0.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $1.07M | 0.69% | 00.0% | Unchanged |
| WMS Partners, LLC | 4,617 | $1.07M | 0.07% | +2,215+92.2% | Added |
| Western Financial Corp | 4,622 | $1.07M | 0.65% | +4,622 | New |
| Byrne Asset Management LLC | – | $1.07M | 0.76% | – | – |
| Koshinski Asset Management, Inc. | 4,506 | $1.07M | 0.10% | +375+9.1% | Added |
| Harvest Fund Management Co., Ltd | 4,645 | $1.08M | 0.08% | +929+25.0% | Added |
| Washington Trust Co | 4,656 | $1.08M | 0.04% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,700 | $1.09M | 0.13% | −21−0.4% | Reduced |
| First Command Advisory Services, Inc. | 4,709 | $1.09M | 0.01% | +4,709 | New |
| IHT Wealth Management, LLC | 4,714 | $1.09M | 0.04% | −36−0.8% | Reduced |
| Muirfield Wealth Advisors LLC | 4,716 | $1.09M | 1.02% | +14+0.3% | Added |
| VisionPoint Advisory Group, LLC | 4,720 | $1.09M | 0.39% | −205−4.2% | Reduced |
| North Star Investment Management Corp. | 4,723 | $1.09M | 0.08% | −945−16.7% | Reduced |
| 3Chopt Investment Partners, LLC | 4,753 | $1.10M | 0.34% | +4,753 | New |
| Ignite Planners, LLC | 4,682 | $1.10M | 0.27% | +43+0.9% | Added |
| Paragon Private Wealth Management, LLC | 4,782 | $1.11M | 0.63% | +183+4.0% | Added |
| Boyar Asset Management Inc. | 4,785 | $1.11M | 0.76% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,785 | $1.11M | 0.24% | +493+11.5% | Added |
| Leisure Capital Management | 4,799 | $1.11M | 0.52% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,811 | $1.11M | 0.72% | +51+1.1% | Added |
| Prostatis Group LLC | 4,747 | $1.12M | 0.39% | +67+1.4% | Added |
| Chicago Partners Investment Group LLC | 4,424 | $1.12M | 0.04% | +45+1.0% | Added |
| Sentry Investment Management LLC | 4,834 | $1.12M | 0.50% | −990−17.0% | Reduced |
| Garde Capital, Inc. | 4,838 | $1.12M | 0.08% | −175−3.5% | Reduced |
| Essex Financial Services, Inc. | 4,828 | $1.13M | 0.08% | +659+15.8% | Added |
| Vista Wealth Management Group, LLC | 4,870 | $1.13M | 0.08% | +645+15.3% | Added |
| Moloney Securities Asset Management, LLC | 4,898 | $1.13M | 0.16% | −3,255−39.9% | Reduced |
| Saxon Interests, Inc. | 4,900 | $1.13M | 0.54% | +87+1.8% | Added |
| Levin Capital Strategies, L.P. | 4,915 | $1.14M | 0.12% | −200−3.9% | Reduced |
| Confluence Wealth Services, Inc. | 4,951 | $1.15M | 0.09% | −20−0.4% | Reduced |
| Legacy Advisors, LLC | 4,976 | $1.15M | 0.14% | +247+5.2% | Added |
| Wealth Alliance | 4,982 | $1.15M | 0.15% | −288−5.5% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.16M | 0.23% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,013 | $1.16M | 0.06% | +588+13.3% | Added |
| Cornerstone Planning Group LLC | 5,167 | $1.17M | 0.33% | +166+3.3% | Added |
| Barden Capital Management, Inc. | 5,056 | $1.17M | 1.10% | −256−4.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,054 | $1.17M | 0.05% | +3+0.1% | Added |
| Sterling Wealth Management, Inc. | 5,128 | $1.19M | 0.56% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,136 | $1.19M | 0.15% | +5,136 | New |
| Old National Bancorp | 5,163 | $1.20M | 0.03% | +49+1.0% | Added |
| Vectors Research Management, LLC | 5,189 | $1.20M | 0.37% | −100−1.9% | Reduced |
| Cypress Wealth Services, LLC | 5,191 | $1.20M | 0.27% | +30+0.6% | Added |
| Factorial Partners, LLC | 5,200 | $1.20M | 0.74% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,201 | $1.20M | 0.07% | +5,201 | New |
| Pecaut & Co. | 5,214 | $1.21M | 0.46% | −126−2.4% | Reduced |
| RB Capital Management, LLC | 5,216 | $1.21M | 0.31% | +299+6.1% | Added |
| Harbor Investment Advisory, LLC | 5,219 | $1.21M | 0.13% | −30−0.6% | Reduced |
| Mittelman Wealth Management | 5,229 | $1.21M | 0.78% | −125−2.3% | Reduced |
| Ramirez Asset Management, Inc. | 5,229 | $1.21M | 0.25% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,258 | $1.22M | 0.36% | +3,949+301.7% | Added |
| Gen-Wealth Partners Inc | 5,261 | $1.22M | 0.59% | −203−3.7% | Reduced |
| Highview Capital Management LLC | 5,277 | $1.22M | 0.51% | +5,277 | New |
| S.A. Mason LLC | 5,279 | $1.22M | 0.70% | +121+2.3% | Added |
| Paloma Partners Management Co | 5,282 | $1.22M | 0.11% | −6,826−56.4% | Reduced |
| CX Institutional | 5,288 | $1.22M | 0.06% | +564+11.9% | Added |
| Brighton Jones LLC | 5,301 | $1.23M | 0.04% | +297+5.9% | Added |
| Ronald Blue Trust, Inc. | 5,395 | $1.23M | 0.02% | +1,151+27.1% | Added |
| Laurion Capital Management LP | 5,310 | $1.23M | 0.04% | +5,310 | New |
| KRS Capital Management, LLC | 5,312 | $1.23M | 0.92% | −52−1.0% | Reduced |
| Mattson Financial Services, LLC | 5,316 | $1.23M | 0.44% | +5,316 | New |
| Level Four Advisory Services, LLC | 5,356 | $1.24M | 0.06% | +3,168+144.8% | Added |
| Edge Capital Group, LLC | 5,373 | $1.24M | 0.06% | −109−2.0% | Reduced |
| Magnus Financial Group LLC | 5,386 | $1.25M | 0.14% | +52+1.0% | Added |
| RNC Capital Management LLC | 5,428 | $1.26M | 0.07% | −1,794−24.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,428 | $1.26M | 1.19% | −90−1.6% | Reduced |
| GAMMA Investing LLC | 5,440 | $1.26M | 0.17% | +1,278+30.7% | Added |
| Carr Financial Group Corp | 5,447 | $1.26M | 0.40% | +87+1.6% | Added |
| Waldron Private Wealth LLC | 5,450 | $1.26M | 0.06% | +184+3.5% | Added |
| Eagle Asset Management Inc | 5,398 | $1.26M | 0.01% | +808+17.6% | Added |
| Lawson Kroeker Investment Management Inc | 5,458 | $1.26M | 0.24% | +51+0.9% | Added |
| Wealthspire Advisors, LLC | 5,470 | $1.27M | 0.02% | −325−5.6% | Reduced |
| Geneos Wealth Management Inc. | 5,483 | $1.27M | 0.06% | +3,262+146.9% | Added |
| Flagship Harbor Advisors, LLC | 5,507 | $1.28M | 0.08% | +259+4.9% | Added |
| Laurel Wealth Advisors LLC | 5,540 | $1.28M | 0.22% | −120−2.1% | Reduced |
| Crewe Advisors LLC | 5,544 | $1.28M | 0.14% | −51−0.9% | Reduced |
| Icon Advisers Inc | 5,500 | $1.29M | 0.29% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,562 | $1.29M | 0.10% | −222−3.8% | Reduced |
| Grove Bank & Trust | 5,566 | $1.29M | 0.21% | −1,059−16.0% | Reduced |
| Simmons Bank | 5,567 | $1.29M | 0.10% | −999−15.2% | Reduced |
| Northcape Wealth Management, LLC | 5,580 | $1.29M | 0.47% | 00.0% | Unchanged |
| Syon Capital LLC | 5,582 | $1.29M | 0.12% | +37+0.7% | Added |
| Diversify Advisory Services, LLC | 5,475 | $1.30M | 0.07% | −1,852−25.3% | Reduced |
| Lavaca Capital LLC | 5,626 | $1.30M | 0.71% | +155+2.8% | Added |
| Hohimer Wealth Management, LLC | 5,643 | $1.31M | 0.30% | −46−0.8% | Reduced |
| Private Trust Co NA | 5,645 | $1.31M | 0.14% | −373−6.2% | Reduced |
| Hall Capital Management Co Inc | 5,646 | $1.31M | 0.62% | +151+2.7% | Added |
| Crestwood Advisors Group LLC | 5,657 | $1.31M | 0.03% | −707−11.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 5,667 | $1.31M | 0.27% | +38+0.7% | Added |
| Journey Strategic Wealth LLC | 5,668 | $1.31M | 0.06% | +1,109+24.3% | Added |
| Profit Investment Management, LLC | 5,677 | $1.31M | 0.82% | 00.0% | Unchanged |