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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 7,409 | $1.72M | 0.03% | +935+14.4% | Added |
| Ibex Wealth Advisors | 7,410 | $1.72M | 0.27% | +7,410 | New |
| Stablepoint Partners, LLC | 6,934 | $1.72M | 0.33% | −468−6.3% | Reduced |
| Gratus Capital LLC | 7,427 | $1.72M | 0.07% | +610+8.9% | Added |
| Caldwell Sutter Capital, Inc. | 7,427 | $1.72M | 0.85% | +85+1.2% | Added |
| Beach Investment Counsel Inc | 7,433 | $1.72M | 0.21% | −200−2.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,442 | $1.72M | 0.10% | +532+7.7% | Added |
| Boltwood Capital Management | 7,452 | $1.73M | 0.54% | −508−6.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,466 | $1.73M | 0.47% | −147−1.9% | Reduced |
| Holderness Investments Co | 7,492 | $1.73M | 0.41% | +100+1.4% | Added |
| Oldfather Financial Services, LLC | 7,500 | $1.74M | 0.71% | −495−6.2% | Reduced |
| Western Wealth Management, LLC | 7,504 | $1.74M | 0.13% | +267+3.7% | Added |
| Vident Advisory, LLC | 7,546 | $1.75M | 0.05% | +329+4.6% | Added |
| NBC Securities, Inc. | 7,551 | $1.75M | 0.16% | +278+3.8% | Added |
| Mutual Advisors, LLC | 7,055 | $1.75M | 0.05% | +60+0.9% | Added |
| RMR Capital Management, LLC | 7,558 | $1.75M | 1.60% | −71−0.9% | Reduced |
| Palisade Asset Management, LLC | 7,558 | $1.75M | 0.18% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,566 | $1.75M | 0.17% | −364−4.6% | Reduced |
| Karpas Strategies, LLC | 7,600 | $1.76M | 0.55% | +191+2.6% | Added |
| Thoroughbred Financial Services, LLC | 7,614 | $1.76M | 0.12% | +3,853+102.4% | Added |
| Nicholas Hoffman & Company, LLC. | 7,630 | $1.77M | 0.08% | −968−11.3% | Reduced |
| Dover Advisors, LLC | 7,639 | $1.77M | 1.09% | +202+2.7% | Added |
| GLOBALT Investments LLC | 7,651 | $1.77M | 0.07% | −144−1.8% | Reduced |
| Spinnaker Trust | 7,654 | $1.77M | 0.11% | 00.0% | Unchanged |
| Excalibur Management Corp | 7,668 | $1.78M | 0.72% | +10+0.1% | Added |
| Intellectus Partners, LLC | 7,696 | $1.78M | 0.49% | −150−1.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 7,731 | $1.79M | 0.62% | −716−8.5% | Reduced |
| Summit Global Investments | 7,735 | $1.79M | 0.12% | +5,219+207.4% | Added |
| GeoWealth Management, LLC | 7,740 | $1.79M | 0.08% | +3,066+65.6% | Added |
| Occudo Quantitative Strategies LP | 7,745 | $1.79M | 0.32% | +7,745 | New |
| Burke & Herbert Bank & Trust Co | 7,748 | $1.79M | 0.44% | +2,814+57.0% | Added |
| Vise Technologies, Inc. | 7,783 | $1.80M | 0.32% | −312−3.9% | Reduced |
| SOA Wealth Advisors, LLC. | 7,822 | $1.81M | 0.36% | +1,164+17.5% | Added |
| IFP Advisors, Inc | 7,827 | $1.81M | 0.07% | +4,540+138.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,901 | $1.83M | 0.10% | +793+11.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,915 | $1.83M | 0.06% | +5,364+210.3% | Added |
| Delphi Management Inc | 7,915 | $1.83M | 1.49% | +44+0.6% | Added |
| Game Plan Financial Advisors, LLC | 7,933 | $1.84M | 0.91% | +7,803+6,002.3% | Added |
| Alpha DNA Investment Management LLC | 7,956 | $1.84M | 1.05% | −430−5.1% | Reduced |
| Bryn Mawr Trust Co | 7,996 | $1.85M | 0.07% | −95−1.2% | Reduced |
| Spears Abacus Advisors LLC | 8,013 | $1.86M | 0.04% | +20+0.3% | Added |
| Citizens National Bank Trust Department | 8,029 | $1.86M | 0.41% | −10−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,033 | $1.86M | 0.06% | +1,331+19.9% | Added |
| First Horizon Advisors, Inc. | 8,047 | $1.86M | 0.06% | −656−7.5% | Reduced |
| Lecap Asset Management Ltd | 8,064 | $1.87M | 0.40% | +8,064 | New |
| Vivid Wealth Management, LLC | 8,071 | $1.87M | 1.05% | +5,065+168.5% | Added |
| Procyon Private Wealth Partners, LLC | 8,072 | $1.87M | 0.14% | +2,814+53.5% | Added |
| Osborne Partners Capital Management, LLC | 8,121 | $1.88M | 0.11% | −100−1.2% | Reduced |
| Ritholtz Wealth Management | 8,125 | $1.88M | 0.06% | −288−3.4% | Reduced |
| Taylor Frigon Capital Management LLC | 8,163 | $1.89M | 0.90% | −364−4.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,235 | $1.89M | 0.04% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 8,171 | $1.89M | 0.89% | +8,171 | New |
| Hardy Reed LLC | 8,199 | $1.90M | 0.19% | +8,199 | New |
| Davis Investment Partners, LLC | 7,969 | $1.90M | 0.78% | +1,042+15.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $1.91M | 0.55% | +7,885+2,196.4% | Added |
| TKG Advisors, LLC | 8,337 | $1.93M | 1.05% | +8,337 | New |
| Signet Investment Advisory Group, Inc. | 8,346 | $1.93M | 1.04% | −15−0.2% | Reduced |
| Zhang Financial LLC | 8,349 | $1.93M | 0.14% | +1,116+15.4% | Added |
| Principle Wealth Partners LLC | 8,381 | $1.94M | 0.15% | 00.0% | Unchanged |
| Berkshire Bank | 8,456 | $1.96M | 0.49% | −734−8.0% | Reduced |
| Sirios Capital Management L P | 8,462 | $1.96M | 0.34% | +626+8.0% | Added |
| Ingalls & Snyder LLC | 8,480 | $1.96M | 0.08% | −40−0.5% | Reduced |
| Sargent Investment Group, LLC | 8,504 | $1.97M | 0.40% | +2,915+52.2% | Added |
| Investors Asset Management of Georgia Inc | 8,529 | $1.97M | 0.96% | +10.0% | Added |
| iA Global Asset Management Inc. | 8,538 | $1.98M | 0.04% | −2,133−20.0% | Reduced |
| Bank of New Hampshire | 8,552 | $1.98M | 0.51% | +527+6.6% | Added |
| Fiduciary Family Office, LLC | 8,554 | $1.98M | 0.78% | −292−3.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,582 | $1.99M | 0.63% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 8,615 | $1.99M | 0.15% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,616 | $2.00M | 0.13% | +8,616 | New |
| Berkshire Asset Management LLC | 8,622 | $2.00M | 0.10% | −52−0.6% | Reduced |
| Rothschild Investment LLC | 8,627 | $2.00M | 0.14% | +200+2.4% | Added |
| Parkside Financial Bank & Trust | 8,667 | $2.01M | 0.31% | +102+1.2% | Added |
| Massmutual Trust Co FSB | 8,675 | $2.01M | 0.06% | +334+4.0% | Added |
| Argent Advisors, Inc. | 8,678 | $2.01M | 0.80% | −293−3.3% | Reduced |
| Beaumont Financial Advisors, LLC | 8,737 | $2.02M | 0.16% | −49−0.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $2.02M | 1.39% | −3,628−29.3% | Reduced |
| Mather Group, LLC. | 8,893 | $2.02M | 0.02% | +3,443+63.2% | Added |
| PKO Investment Management Joint-Stock Co | 8,753 | $2.03M | 0.25% | 00.0% | Unchanged |
| Signature Wealth Management Group | 8,763 | $2.03M | 0.89% | −224−2.5% | Reduced |
| Pinnacle Wealth Management, LLC | 8,782 | $2.03M | 2.54% | +301+3.5% | Added |
| RFG Advisory, LLC | 8,823 | $2.04M | 0.07% | −292−3.2% | Reduced |
| Benjamin Edwards Inc | 8,832 | $2.04M | 0.39% | −1,260−12.5% | Reduced |
| Lake Street Advisors Group, LLC | 8,864 | $2.05M | 0.10% | −17−0.2% | Reduced |
| Coastal Bridge Advisors, LLC | 8,874 | $2.05M | 0.51% | +25+0.3% | Added |
| Donoghue Forlines LLC | 8,874 | $2.05M | 0.58% | +5,995+208.2% | Added |
| Argus Investors' Counsel, Inc. | 8,883 | $2.06M | 1.26% | −1,199−11.9% | Reduced |
| FineMark National Bank & Trust | 8,899 | $2.06M | 0.08% | +575+6.9% | Added |
| Anchor Investment Management, LLC | 8,902 | $2.06M | 0.21% | +1,232+16.1% | Added |
| HBK Sorce Advisory LLC | 8,911 | $2.06M | 0.07% | −86−1.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,927 | $2.07M | 0.45% | −509−5.4% | Reduced |
| Eqis Capital Management, Inc. | 8,948 | $2.07M | 0.17% | −847−8.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,963 | $2.08M | 0.14% | −200−2.2% | Reduced |
| Csenge Advisory Group | 8,967 | $2.08M | 0.12% | +26+0.3% | Added |
| Hyman Charles D | 9,043 | $2.09M | 0.12% | +45+0.5% | Added |
| Pitcairn Co | 9,067 | $2.10M | 0.13% | +447+5.2% | Added |
| Mengis Capital Management, Inc. | 9,070 | $2.10M | 0.43% | −736−7.5% | Reduced |
| Woodmont Investment Counsel LLC | 9,071 | $2.10M | 0.17% | +40.0% | Added |
| Provenance Wealth Advisors, LLC | 9,072 | $2.10M | 0.29% | −60−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 9,076 | $2.10M | 0.03% | +399+4.6% | Added |