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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Northern Financial Advisors Inc | 9,099 | $2.11M | 1.69% | −126−1.4% | Reduced |
| Pinnacle Holdings, LLC | 9,106 | $2.11M | 0.86% | −245−2.6% | Reduced |
| Invst, LLC | 9,021 | $2.11M | 0.23% | +313+3.6% | Added |
| Linden Thomas Advisory Services, LLC | 9,111 | $2.11M | 0.33% | +1,545+20.4% | Added |
| Evergreen Capital Management LLC | 9,137 | $2.12M | 0.08% | +140+1.6% | Added |
| Hartford Funds Management Co LLC | 9,184 | $2.13M | 0.20% | +766+9.1% | Added |
| Moors & Cabot, Inc. | 9,195 | $2.13M | 0.11% | +5+0.1% | Added |
| Retireful, LLC | 9,229 | $2.14M | 1.01% | +1,814+24.5% | Added |
| TAGStone Capital, Inc. | 9,243 | $2.14M | 1.21% | +26+0.3% | Added |
| First National Trust Co | 9,244 | $2.14M | 0.09% | −75−0.8% | Reduced |
| Wintrust Investments LLC | 9,270 | $2.15M | 0.17% | −335−3.5% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $2.16M | 1.10% | 00.0% | Unchanged |
| Applied Capital LLC | 9,331 | $2.16M | 1.89% | +82+0.9% | Added |
| Perpetual Ltd | 9,366 | $2.17M | 0.02% | +7,922+548.6% | Added |
| Stock Yards Bank & Trust Co | 9,373 | $2.17M | 0.07% | −390−4.0% | Reduced |
| Carl P. Sherr & Co., LLC | 9,399 | $2.18M | 1.21% | +10.0% | Added |
| Bridgeway Capital Management, LLC | 9,400 | $2.18M | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,401 | $2.18M | 0.29% | −28−0.3% | Reduced |
| AlTi Global, Inc. | 9,424 | $2.18M | 0.06% | +6,005+175.6% | Added |
| Entropy Technologies, LP | 9,484 | $2.20M | 0.24% | −2,708−22.2% | Reduced |
| Wolff Wiese Magana LLC | 9,523 | $2.21M | 1.75% | +8,658+1,000.9% | Added |
| DoubleLine ETF Adviser LP | 9,536 | $2.21M | 0.58% | −441−4.4% | Reduced |
| Qtron Investments LLC | 9,546 | $2.21M | 0.32% | +158+1.7% | Added |
| EFG Asset Management (North America) Corp. | 9,544 | $2.21M | 0.38% | +1,464+18.1% | Added |
| KWB Wealth | 9,745 | $2.22M | 0.31% | −93−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,609 | $2.22M | 0.21% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 9,611 | $2.23M | 0.26% | −100−1.0% | Reduced |
| Hamilton Capital Partners Inc. | 9,639 | $2.23M | 0.24% | +1,256+15.0% | Added |
| Knuff & Co LLC | 9,650 | $2.23M | 0.73% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 9,656 | $2.24M | 0.67% | +2,752+39.9% | Added |
| Trustco Bank Corp N Y | 9,694 | $2.24M | 2.39% | +300+3.2% | Added |
| Wolverine Asset Management LLC | 9,721 | $2.25M | 0.04% | −698−6.7% | Reduced |
| Americana Partners, LLC | 9,730 | $2.25M | 0.18% | −29−0.3% | Reduced |
| Inlet Private Wealth, LLC | 9,751 | $2.26M | 0.62% | +96+1.0% | Added |
| Financial Security Advisor, Inc. | 9,809 | $2.27M | 0.76% | −27−0.3% | Reduced |
| Xcel Wealth Management, LLC | 9,823 | $2.27M | 0.71% | −400−3.9% | Reduced |
| Rockland Trust Co | 9,851 | $2.28M | 0.12% | −77−0.8% | Reduced |
| Wolf Group Capital Advisors | 9,868 | $2.28M | 0.90% | −1,291−11.6% | Reduced |
| Doheny Asset Management | 9,870 | $2.29M | 1.63% | −30.0% | Reduced |
| Plimoth Trust Co LLC | 9,931 | $2.30M | 0.61% | −152−1.5% | Reduced |
| Wedmont Private Capital | 9,671 | $2.31M | 0.15% | +361+3.9% | Added |
| Union Heritage Capital, LLC | 9,968 | $2.31M | 0.91% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 9,980 | $2.31M | 1.10% | −51−0.5% | Reduced |
| Empower Advisory Group, LLC | 9,984 | $2.31M | 0.01% | −1,174−10.5% | Reduced |
| NTV Asset Management LLC | 10,040 | $2.32M | 0.33% | +100+1.0% | Added |
| Bailard, Inc. | 10,044 | $2.33M | 0.06% | +50.0% | Added |
| Cunning Capital Partners, LP | 10,070 | $2.33M | 1.33% | 00.0% | Unchanged |
| GFG Capital, LLC | 10,098 | $2.34M | 0.64% | +294+3.0% | Added |
| Joel Isaacson & Co., LLC | 10,099 | $2.34M | 0.12% | +408+4.2% | Added |
| Bank of Stockton | 10,175 | $2.36M | 0.75% | −1,858−15.4% | Reduced |
| Northstar Advisory Group, LLC | 10,187 | $2.36M | 1.36% | +535+5.5% | Added |
| Mission Wealth Management, LP | 10,301 | $2.39M | 0.06% | +102+1.0% | Added |
| Alps Advisors Inc | 10,313 | $2.39M | 0.02% | −837−7.5% | Reduced |
| Hilltop Holdings Inc. | 10,360 | $2.40M | 0.28% | +170+1.7% | Added |
| Sawgrass Asset Management LLC | 10,384 | $2.40M | 0.26% | +41+0.4% | Added |
| Guardian Capital LP | 10,388 | $2.41M | 0.09% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 10,395 | $2.41M | 1.24% | +518+5.2% | Added |
| Prosperity Consulting Group, LLC | 10,402 | $2.41M | 0.33% | +72+0.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,435 | $2.42M | 0.06% | +17+0.2% | Added |
| Great Lakes Retirement, Inc. | 10,449 | $2.42M | 0.33% | +994+10.5% | Added |
| Ameritas Advisory Services, LLC | 10,465 | $2.42M | 0.09% | +237+2.3% | Added |
| Concurrent Investment Advisors, LLC | 10,473 | $2.43M | 0.08% | +1,510+16.8% | Added |
| Arete Wealth Advisors, LLC | 10,619 | $2.43M | 0.20% | −104−1.0% | Reduced |
| Fulton Bank, N.A. | 10,512 | $2.43M | 0.10% | −756−6.7% | Reduced |
| Horizon Investments, LLC | 10,604 | $2.45M | 0.07% | +154+1.5% | Added |
| Buttonwood Financial Advisors Inc. | 10,614 | $2.46M | 1.16% | −370−3.4% | Reduced |
| Midwest Professional Planners, LTD. | 10,628 | $2.46M | 0.82% | +1,793+20.3% | Added |
| First Dallas Securities Inc. | 10,690 | $2.48M | 1.09% | −1,209−10.2% | Reduced |
| Strategic Planning Group, LLC | 10,801 | $2.50M | 0.55% | +875+8.8% | Added |
| Deane Retirement Strategies, Inc. | 10,829 | $2.51M | 1.29% | −258−2.3% | Reduced |
| Trajan Wealth LLC | 10,823 | $2.51M | 0.16% | +1,388+14.7% | Added |
| Hartline Investment Corp | 10,844 | $2.51M | 0.34% | +10,844 | New |
| Strategic Wealth Partners, Ltd. | 10,860 | $2.51M | 0.26% | −23,370−68.3% | Reduced |
| St. Johns Investment Management Company, LLC | 10,864 | $2.52M | 1.19% | +110+1.0% | Added |
| J.W. Cole Advisors, Inc. | 10,865 | $2.52M | 0.12% | +1,039+10.6% | Added |
| Summit Trail Advisors, LLC | 10,870 | $2.52M | 0.07% | −171−1.5% | Reduced |
| J. Safra Sarasin Holding AG | 10,905 | $2.53M | 0.05% | +10,905 | New |
| SageView Advisory Group, LLC | 10,962 | $2.54M | 0.12% | +2,299+26.5% | Added |
| Gifford Fong Associates | 11,000 | $2.55M | 0.67% | 00.0% | Unchanged |
| Optimas Capital Ltd | 12,000 | $2.55M | 2.90% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,031 | $2.55M | 0.07% | +147+1.4% | Added |
| Frank, Rimerman Advisors LLC | 11,053 | $2.56M | 0.18% | +11,015+28,986.8% | Added |
| Sigma Planning Corp | 11,060 | $2.56M | 0.08% | +206+1.9% | Added |
| Wilkins Investment Counsel Inc | 11,082 | $2.57M | 0.38% | +170+1.6% | Added |
| Stonegate Investment Group, LLC | 11,112 | $2.57M | 0.07% | −10,539−48.7% | Reduced |
| Moody National Bank Trust Division | 11,141 | $2.58M | 0.20% | +98+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 11,180 | $2.59M | 0.20% | +6,088+119.6% | Added |
| Vestcor Inc | 11,208 | $2.60M | 0.09% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 11,213 | $2.60M | 0.20% | 00.0% | Unchanged |
| QV Investors Inc. | 11,370 | $2.63M | 0.25% | +60+0.5% | Added |
| Harbor Capital Advisors, Inc. | 11,419 | $2.64M | 0.20% | +24+0.2% | Added |
| BLB&B Advisors, LLC | 11,422 | $2.64M | 0.14% | −50.0% | Reduced |
| Boston Family Office LLC | 11,430 | $2.65M | 0.19% | −150−1.3% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $2.67M | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 11,550 | $2.67M | 0.73% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.68M | 0.06% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 11,575 | $2.68M | 1.29% | −97−0.8% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $2.68M | 1.03% | 00.0% | Unchanged |
| Valueworks LLC | 11,585 | $2.68M | 0.83% | +10.0% | Added |
| Trust Co of Toledo NA | 11,636 | $2.69M | 0.39% | +120+1.0% | Added |