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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 10,664 | $2.70M | 0.24% | +2,241+26.6% | Added |
| Azimuth Capital Investment Management LLC | 11,690 | $2.71M | 0.11% | −520−4.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,707 | $2.71M | 0.62% | +26+0.2% | Added |
| Brevan Howard Capital Management LP | 11,736 | $2.72M | 0.18% | −9,362−44.4% | Reduced |
| Constitution Capital LLC | 11,750 | $2.72M | 1.44% | +2,300+24.3% | Added |
| Impax Asset Management Group plc | 11,768 | $2.72M | 0.01% | −608−4.9% | Reduced |
| KCM Investment Advisors LLC | 11,770 | $2.73M | 0.10% | −732−5.9% | Reduced |
| Independent Financial Group, LLC | 11,811 | $2.73M | 0.11% | +4,049+52.2% | Added |
| Gotham Asset Management, LLC | 11,965 | $2.77M | 0.04% | +666+5.9% | Added |
| Independent Investors Inc | 12,000 | $2.78M | 0.61% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 12,017 | $2.78M | 1.26% | −630−5.0% | Reduced |
| SOL Capital Management CO | 12,023 | $2.78M | 0.33% | −325−2.6% | Reduced |
| Change Path, LLC | 12,093 | $2.80M | 0.14% | −1,006−7.7% | Reduced |
| Bleakley Financial Group, LLC | 12,112 | $2.80M | 0.08% | −775−6.0% | Reduced |
| Rathbone Brothers plc | 12,146 | $2.81M | 0.02% | −31−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 12,607 | $2.85M | 0.32% | −1,501−10.6% | Reduced |
| Ahl Investment Management, Inc. | 12,331 | $2.86M | 2.09% | −55−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 12,349 | $2.86M | 0.44% | +613+5.2% | Added |
| Cullen Investment Group, Ltd. | 12,413 | $2.87M | 0.46% | −375−2.9% | Reduced |
| Eads & Heald Wealth Management | 12,416 | $2.88M | 1.39% | −666−5.1% | Reduced |
| Apollon Wealth Management, LLC | 12,436 | $2.88M | 0.09% | −1,699−12.0% | Reduced |
| Sawyer & Company, Inc | 12,470 | $2.89M | 1.15% | −175−1.4% | Reduced |
| Vinva Investment Management Ltd | 12,686 | $2.90M | 0.15% | −715−5.3% | Reduced |
| Connable Office Inc | 12,553 | $2.91M | 0.31% | −2,596−17.1% | Reduced |
| Sequoia Financial Advisors, LLC | 12,562 | $2.91M | 0.04% | +440+3.6% | Added |
| Principal Securities, Inc. | 12,578 | $2.91M | 0.08% | +896+7.7% | Added |
| Chicago Capital, LLC | 12,579 | $2.91M | 0.09% | +1,300+11.5% | Added |
| Insight Inv LLC | 12,581 | $2.91M | 2.52% | −100−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 12,585 | $2.91M | 0.07% | −722−5.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 12,613 | $2.92M | 1.95% | −250−1.9% | Reduced |
| Quadrant Capital Group LLC | 12,692 | $2.94M | 0.22% | +334+2.7% | Added |
| Sound View Wealth Advisors Group, LLC | 12,695 | $2.94M | 0.30% | −70−0.5% | Reduced |
| Cito Capital Group, LLC | 12,725 | $2.95M | 1.14% | −75−0.6% | Reduced |
| Invesco, LLC | 12,764 | $2.96M | 1.24% | −54−0.4% | Reduced |
| Profund Advisors LLC | 12,779 | $2.96M | 0.11% | −413−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 12,806 | $2.97M | 0.09% | +13+0.1% | Added |
| Leonteq Securities AG | 12,892 | $2.99M | 0.42% | +1,622+14.4% | Added |
| TD Private Client Wealth LLC | 12,924 | $2.99M | 0.09% | −3,598−21.8% | Reduced |
| Rehmann Capital Advisory Group | 12,929 | $2.99M | 0.21% | +50.0% | Added |
| Ostrum Asset Management | 13,019 | $3.01M | 0.26% | −664−4.9% | Reduced |
| Fortis Group Advisors, LLC | 13,065 | $3.03M | 0.60% | +13,065 | New |
| Meeder Advisory Services, Inc. | 13,099 | $3.03M | 0.21% | +3,682+39.1% | Added |
| Coldstream Capital Management Inc | 13,150 | $3.04M | 0.07% | +378+3.0% | Added |
| Greenfield Savings Bank | 13,153 | $3.05M | 1.57% | −66−0.5% | Reduced |
| Investment Advisory Services Inc | 13,157 | $3.05M | 1.12% | −620−4.5% | Reduced |
| Smith, Salley & Associates | 13,198 | $3.06M | 0.22% | +15+0.1% | Added |
| Herbst Group, LLC | 13,281 | $3.08M | 1.87% | +325+2.5% | Added |
| Jacobi Capital Management LLC | 13,358 | $3.09M | 0.27% | +656+5.2% | Added |
| Grandfield & Dodd, LLC | 13,471 | $3.12M | 0.20% | −9−0.1% | Reduced |
| Simplicity Wealth,LLC | 13,509 | $3.13M | 0.07% | −716−5.0% | Reduced |
| BNC Wealth Management, LLC | 13,577 | $3.14M | 1.17% | +1,514+12.6% | Added |
| Merit Financial Group, LLC | 13,606 | $3.15M | 0.07% | +1,474+12.1% | Added |
| Tower Bridge Advisors | 13,627 | $3.16M | 0.35% | 00.0% | Unchanged |
| Webster Bank, N. A. | 13,661 | $3.16M | 0.35% | −638−4.5% | Reduced |
| Lakeview Capital Partners, LLC | 13,946 | $3.18M | 0.52% | 00.0% | Unchanged |
| Capital International Inc | 13,792 | $3.19M | 0.04% | +13,792 | New |
| Proequities, Inc. | 13,812 | $3.20M | 0.20% | +734+5.6% | Added |
| South State Corp. | 13,854 | $3.21M | 0.23% | +231+1.7% | Added |
| Jones Financial Companies LLLP | 13,865 | $3.21M | 0.00% | +8,877+178.0% | Added |
| Columbia Asset Management | 13,869 | $3.21M | 0.60% | +330+2.4% | Added |
| Chartwell Investment Partners, LLC | 13,898 | $3.22M | 0.11% | +244+1.8% | Added |
| Boston Private Wealth LLC | 13,933 | $3.23M | 0.08% | −2,200−13.6% | Reduced |
| Intrinsic Value Partners, LLC | 13,950 | $3.23M | 3.37% | −380−2.7% | Reduced |
| ProVise Management Group, LLC | 13,970 | $3.23M | 0.28% | −198−1.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,983 | $3.24M | 0.75% | +504+3.7% | Added |
| Empowered Funds, LLC | 14,010 | $3.24M | 0.06% | +1,530+12.3% | Added |
| Brendel Financial Advisors LLC | 14,021 | $3.25M | 2.06% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 13,292 | $3.27M | 0.36% | −364−2.7% | Reduced |
| Lodestone Wealth Management LLC | 14,124 | $3.27M | 1.74% | −2,419−14.6% | Reduced |
| Evercore Wealth Management, LLC | 14,248 | $3.30M | 0.05% | −237−1.6% | Reduced |
| Canandaigua National Bank & Trust Co | 14,249 | $3.30M | 0.36% | −544−3.7% | Reduced |
| Signaturefd, LLC | 14,264 | $3.30M | 0.07% | +1,108+8.4% | Added |
| Cookson Peirce & Co Inc | 14,275 | $3.31M | 0.16% | +14,275 | New |
| BCJ Capital Management, LLC | 14,336 | $3.32M | 0.26% | −2,975−17.2% | Reduced |
| Gladstone Institutional Advisory LLC | 14,357 | $3.32M | 0.17% | +3,846+36.6% | Added |
| TCTC Holdings, LLC | 14,370 | $3.33M | 0.11% | +112+0.8% | Added |
| Aviance Capital Partners, LLC | 14,437 | $3.34M | 0.48% | +46+0.3% | Added |
| Benedict Financial Advisors Inc | 14,484 | $3.35M | 0.85% | −24−0.2% | Reduced |
| Kerusso Capital Management LLC | 14,547 | $3.37M | 2.45% | +14,547 | New |
| West Oak Capital, LLC | 14,662 | $3.39M | 1.37% | +1,185+8.8% | Added |
| William Allan, LLC | 14,704 | $3.40M | 2.28% | −97−0.7% | Reduced |
| Pettee Investors, Inc. | 14,706 | $3.41M | 1.64% | −660−4.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,771 | $3.42M | 1.49% | −389−2.6% | Reduced |
| Wynn Capital, LLC | 14,858 | $3.44M | 2.54% | +185+1.3% | Added |
| Schechter Investment Advisors, LLC | 14,954 | $3.46M | 0.26% | +340+2.3% | Added |
| AE Wealth Management LLC | 14,979 | $3.47M | 0.03% | +2,894+23.9% | Added |
| Olstein Capital Management, L.P. | 15,000 | $3.47M | 0.62% | −3,500−18.9% | Reduced |
| Compass Wealth Management LLC | 15,005 | $3.47M | 0.86% | −63−0.4% | Reduced |
| Diversify Wealth Management, LLC | 15,562 | $3.52M | 0.44% | +15,562 | New |
| Buckhead Capital Management LLC | 15,198 | $3.52M | 1.19% | −3,246−17.6% | Reduced |
| Kanawha Capital Management LLC | 15,205 | $3.52M | 0.28% | +655+4.5% | Added |
| Tokio Marine Asset Management Co Ltd | 15,206 | $3.52M | 0.17% | +398+2.7% | Added |
| BKD Wealth Advisors, LLC | 15,328 | $3.55M | 0.09% | +4,356+39.7% | Added |
| Strata Wealth Advisors, LLC | 15,336 | $3.55M | 1.22% | −76−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 15,370 | $3.56M | 0.20% | −350−2.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,373 | $3.56M | 0.32% | −80−0.5% | Reduced |
| New England Asset Management Inc | 15,420 | $3.57M | 0.59% | −2,080−11.9% | Reduced |
| Empire Financial Management Company, LLC | 15,561 | $3.60M | 1.19% | −34−0.2% | Reduced |
| Valicenti Advisory Services Inc | 15,605 | $3.61M | 0.97% | −160−1.0% | Reduced |
| Lincoln Capital LLC | 15,618 | $3.62M | 0.81% | −115−0.7% | Reduced |