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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 5,678 | $1.31M | 0.16% | −128−2.2% | Reduced |
| Aspiriant, LLC | 5,696 | $1.32M | 0.05% | −634−10.0% | Reduced |
| First Citizens Bank & Trust Co | 5,702 | $1.32M | 0.02% | +69+1.2% | Added |
| Stonebrook Private Inc. | 5,712 | $1.32M | 0.38% | +55+1.0% | Added |
| Trust Point Inc. | 5,713 | $1.32M | 0.11% | −491−7.9% | Reduced |
| Woodstock Corp | 5,724 | $1.33M | 0.13% | −678−10.6% | Reduced |
| Ledyard National Bank | 5,733 | $1.33M | 0.13% | −33−0.6% | Reduced |
| J. W. Coons Advisors, LLC | 5,742 | $1.33M | 0.32% | +200+3.6% | Added |
| GTS Securities LLC | 5,742 | $1.33M | 0.03% | −6,601−53.5% | Reduced |
| Interchange Capital Partners, LLC | 5,800 | $1.34M | 0.49% | +4,342+297.8% | Added |
| Highline Wealth Partners LLC | 5,810 | $1.35M | 0.51% | +5+0.1% | Added |
| TrinityPoint Wealth, LLC | 5,813 | $1.35M | 0.21% | +10+0.2% | Added |
| BayBridge Capital Group, LLC | 5,816 | $1.35M | 1.05% | −39−0.7% | Reduced |
| Fielder Capital Group LLC | 5,836 | $1.35M | 0.52% | −117−2.0% | Reduced |
| Cigna Investments Inc | 5,846 | $1.35M | 0.25% | −313−5.1% | Reduced |
| AXS Investments LLC | 5,850 | $1.35M | 0.38% | −785−11.8% | Reduced |
| Stokes Family Office, LLC | 5,867 | $1.36M | 0.16% | +100+1.7% | Added |
| Weik Capital Management | 5,878 | $1.36M | 0.58% | −350−5.6% | Reduced |
| Westpac Banking Corp | 5,897 | $1.37M | 0.11% | 00.0% | Unchanged |
| Twin Capital Management Inc | 5,945 | $1.38M | 0.16% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 5,946 | $1.38M | 0.69% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 5,961 | $1.38M | 0.12% | +20+0.3% | Added |
| Cambridge Financial Group, LLC | 5,966 | $1.38M | 0.63% | +24+0.4% | Added |
| Prospera Financial Services Inc | 5,962 | $1.38M | 0.04% | +421+7.6% | Added |
| Ameritas Investment Partners, Inc. | 5,980 | $1.38M | 0.05% | −206−3.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,991 | $1.39M | 0.07% | +467+8.5% | Added |
| Ferguson Wellman Capital Management, Inc | 6,005 | $1.39M | 0.03% | −10−0.2% | Reduced |
| Weil Company, Inc. | 6,035 | $1.40M | 0.51% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,040 | $1.40M | 0.11% | +6,040 | New |
| Community Bank, N.A. | 6,047 | $1.40M | 0.18% | −150−2.4% | Reduced |
| We Are One Seven, LLC | 6,103 | $1.41M | 0.07% | −195−3.1% | Reduced |
| Panagora Asset Management Inc | 6,111 | $1.42M | 0.01% | −1,995−24.6% | Reduced |
| Focus Financial Network, Inc. | 5,670 | $1.42M | 0.06% | +687+13.8% | Added |
| Ascent Group, LLC | 6,121 | $1.42M | 0.12% | +226+3.8% | Added |
| Financial Counselors Inc | 6,129 | $1.42M | 0.02% | +832+15.7% | Added |
| Washington Trust Advisors, Inc. | 6,182 | $1.43M | 0.13% | −236−3.7% | Reduced |
| Bank of Hawaii | 6,202 | $1.44M | 0.07% | −805−11.5% | Reduced |
| HTLF Bank | 6,208 | $1.44M | 0.16% | +6+0.1% | Added |
| Busey Wealth Management | 6,235 | $1.44M | 0.05% | −435−6.5% | Reduced |
| Diligent Investors, LLC | 6,246 | $1.45M | 0.36% | −176−2.7% | Reduced |
| Venturi Wealth Management, LLC | 6,284 | $1.46M | 0.09% | +270+4.5% | Added |
| Stratos Wealth Advisors, LLC | 6,286 | $1.46M | 0.07% | +3,588+133.0% | Added |
| Abundance Wealth Counselors | 6,335 | $1.47M | 0.68% | +190+3.1% | Added |
| Aurora Private Wealth, Inc. | 6,341 | $1.47M | 1.29% | −21−0.3% | Reduced |
| Daymark Wealth Partners, LLC | 100,931 | $1.47M | 0.07% | +664+0.7% | Added |
| Parisi Gray Wealth Management | 6,351 | $1.47M | 0.53% | +46+0.7% | Added |
| Buckingham Strategic Partners | 6,373 | $1.48M | 0.04% | +716+12.7% | Added |
| S&CO Inc | 6,386 | $1.48M | 0.10% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,384 | $1.48M | 0.27% | −400−5.9% | Reduced |
| Tredje AP-fonden | 6,406 | $1.48M | 0.01% | −6,000−48.4% | Reduced |
| Aptus Capital Advisors, LLC | 6,424 | $1.49M | 0.03% | −97−1.5% | Reduced |
| USA Financial Portformulas Corp | 6,426 | $1.49M | 0.24% | +4,408+218.4% | Added |
| Smithfield Trust Co | 6,487 | $1.50M | 0.08% | −116−1.8% | Reduced |
| Patten & Patten Inc | 6,488 | $1.50M | 0.11% | −45−0.7% | Reduced |
| PFG Investments, LLC | 6,502 | $1.51M | 0.11% | +373+6.1% | Added |
| Greenwood Gearhart Inc | 6,513 | $1.51M | 0.14% | −110−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 6,548 | $1.52M | 0.12% | +87+1.3% | Added |
| Lake Street Financial LLC | 6,553 | $1.52M | 0.20% | −295−4.3% | Reduced |
| Relative Value Partners Group, LLC | 6,553 | $1.52M | 0.20% | +6,553 | New |
| Chesapeake Wealth Management | 6,556 | $1.52M | 0.55% | −569−8.0% | Reduced |
| Engineers Gate Manager LP | 6,557 | $1.52M | 0.03% | +3,445+110.7% | Added |
| Arkadios Wealth Advisors | 6,560 | $1.52M | 0.10% | +4,422+206.8% | Added |
| Hilltop National Bank | 6,580 | $1.52M | 0.49% | +457+7.5% | Added |
| Forum Financial Management, LP | 6,590 | $1.53M | 0.03% | −362−5.2% | Reduced |
| Groupama Asset Managment | 6,616 | $1.53M | 0.03% | +3,297+99.3% | Added |
| Symphony Financial, Ltd. Co. | 6,738 | $1.54M | 0.28% | −41−0.6% | Reduced |
| Dynasty Wealth Management, LLC | 6,683 | $1.55M | 0.05% | +110+1.7% | Added |
| Bank Ozk | 6,714 | $1.55M | 0.67% | +2,082+44.9% | Added |
| Beacon Financial Group | 6,733 | $1.56M | 0.18% | −61−0.9% | Reduced |
| Legacy Edge Advisors, LLC | 6,843 | $1.58M | 0.29% | +1,266+22.7% | Added |
| Piscataqua Savings Bank | 6,863 | $1.59M | 1.41% | −15−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 6,866 | $1.59M | 0.19% | −2,170−24.0% | Reduced |
| G&S Capital LLC | 6,527 | $1.59M | 0.69% | +4,372+202.9% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.59M | 0.91% | 00.0% | Unchanged |
| Advisory Research Inc | 6,906 | $1.60M | 0.30% | −1,041−13.1% | Reduced |
| Redwood Investment Management, LLC | 6,993 | $1.60M | 0.14% | −530−7.0% | Reduced |
| Trust Asset Management LLC | 6,944 | $1.61M | 0.14% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 6,993 | $1.62M | 0.21% | −7−0.1% | Reduced |
| Monte Financial Group, LLC | 7,000 | $1.62M | 0.72% | −50−0.7% | Reduced |
| American Trust | 7,043 | $1.63M | 0.13% | −2,076−22.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,561 | $1.64M | 0.02% | +800+13.9% | Added |
| Auxier Asset Management | 7,098 | $1.64M | 0.26% | −90−1.3% | Reduced |
| WSFS Capital Management, LLC | 6,753 | $1.65M | 0.09% | +1,919+39.7% | Added |
| Global Retirement Partners, LLC | 7,126 | $1.65M | 0.05% | +355+5.2% | Added |
| Van Strum & Towne Inc. | 7,140 | $1.65M | 0.60% | 00.0% | Unchanged |
| BancorpSouth Bank | 7,172 | $1.66M | 0.12% | +27+0.4% | Added |
| Everett Harris & Co | 7,188 | $1.66M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 7,200 | $1.67M | 0.05% | +300+4.3% | Added |
| Transatlantique Private Wealth LLC | 7,262 | $1.67M | 0.68% | +110+1.5% | Added |
| Center for Financial Planning, Inc. | 7,202 | $1.67M | 0.24% | 00.0% | Unchanged |
| McAdam, LLC | 7,209 | $1.67M | 0.10% | +129+1.8% | Added |
| Birinyi Associates Inc | 7,250 | $1.68M | 0.50% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,295 | $1.69M | 0.14% | +5,601+330.6% | Added |
| Nixon Peabody Trust Co | 7,304 | $1.69M | 0.15% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,337 | $1.70M | 0.02% | −1,049−12.5% | Reduced |
| Applied Finance Capital Management, LLC | 7,345 | $1.70M | 0.08% | +7,345 | New |
| U.S. Capital Wealth Advisors, LLC | 7,356 | $1.70M | 0.06% | −598−7.5% | Reduced |
| Associated Banc-Corp | 7,365 | $1.71M | 0.05% | +49+0.7% | Added |
| RMR Wealth Builders | 7,373 | $1.71M | 0.20% | +644+9.6% | Added |
| Veracity Capital LLC | 7,392 | $1.71M | 0.71% | +5+0.1% | Added |