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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 15,629 | $3.62M | 0.11% | +225+1.5% | Added |
| Meitav Dash Investments Ltd | 15,814 | $3.63M | 0.06% | −39,870−71.6% | Reduced |
| RSM US Wealth Management LLC | 15,575 | $3.64M | 0.06% | +10,732+221.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,818 | $3.66M | 0.37% | −1,360−7.9% | Reduced |
| CenterBook Partners LP | 15,821 | $3.66M | 0.23% | +15,821 | New |
| Conscious Wealth Investments, LLC | 14,926 | $3.68M | 2.65% | −9−0.1% | Reduced |
| Park Avenue Securities LLC | 15,963 | $3.70M | 0.05% | −871−5.2% | Reduced |
| Caldwell Trust Co | 15,991 | $3.70M | 0.41% | +589+3.8% | Added |
| Brave Asset Management Inc | 16,009 | $3.71M | 0.94% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 16,075 | $3.72M | 0.04% | −2,020−11.2% | Reduced |
| Hodges Capital Management Inc. | 16,230 | $3.76M | 0.25% | −2,547−13.6% | Reduced |
| DRW Securities, LLC | 16,296 | $3.76M | 0.23% | +14,845+1,023.1% | Added |
| Meiji Yasuda Life Insurance Co | 16,261 | $3.77M | 0.08% | −219−1.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 16,269 | $3.77M | 0.25% | +114+0.7% | Added |
| Equitable Holdings, Inc. | 16,334 | $3.78M | 0.04% | +2,368+17.0% | Added |
| AustralianSuper Pty Ltd | 16,351 | $3.79M | 0.02% | +6,101+59.5% | Added |
| Scotia Capital Inc. | 16,403 | $3.80M | 0.02% | +4,450+37.2% | Added |
| NVWM, LLC | 16,408 | $3.80M | 1.01% | −884−5.1% | Reduced |
| Nemes Rush Group LLC | 16,620 | $3.85M | 0.53% | +100+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,679 | $3.86M | 0.20% | −624−3.6% | Reduced |
| Welch Group, LLC | 16,842 | $3.90M | 0.19% | +3,500+26.2% | Added |
| Shelton Capital Management | 16,906 | $3.91M | 0.11% | −502−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,922 | $3.92M | 0.17% | +4,648+37.9% | Added |
| Pring Turner Capital Group Inc | 16,973 | $3.93M | 2.74% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 16,975 | $3.93M | 0.58% | +3,490+25.9% | Added |
| Resonant Capital Advisors, LLC | 16,978 | $3.93M | 0.32% | +157+0.9% | Added |
| Bill Few Associates, Inc. | 16,998 | $3.94M | 1.51% | −512−2.9% | Reduced |
| Condor Capital Management | 17,096 | $3.96M | 0.38% | −455−2.6% | Reduced |
| Milestone Asset Management, LLC | 17,149 | $3.97M | 0.99% | −5,111−23.0% | Reduced |
| National Asset Management, Inc. | 17,195 | $3.98M | 0.10% | −3,757−17.9% | Reduced |
| NewEdge Wealth, LLC | 17,215 | $3.99M | 0.09% | −711−4.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,348 | $4.02M | 0.17% | −1,317−7.1% | Reduced |
| JLB & Associates Inc | 17,424 | $4.03M | 0.54% | +5,168+42.2% | Added |
| Stone Point Wealth LLC | 17,442 | $4.04M | 1.45% | −295−1.7% | Reduced |
| Verdence Capital Advisors LLC | 17,443 | $4.04M | 0.36% | +503+3.0% | Added |
| First Hawaiian Bank | 17,453 | $4.04M | 0.14% | −6,034−25.7% | Reduced |
| NorthRock Partners, LLC | 17,500 | $4.05M | 0.15% | −235−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,556 | $4.07M | 0.01% | −1,084−5.8% | Reduced |
| Magellan Asset Management Ltd | 17,648 | $4.09M | 0.04% | −159−0.9% | Reduced |
| Haverford Trust Co | 17,663 | $4.09M | 0.04% | +6,155+53.5% | Added |
| Mathes Company, Inc. | 17,670 | $4.09M | 1.49% | +470+2.7% | Added |
| Glenview Trust Co | 17,710 | $4.10M | 0.08% | −247−1.4% | Reduced |
| WP Advisors, LLC | 17,728 | $4.10M | 1.31% | −256−1.4% | Reduced |
| Park National Corp | 17,783 | $4.12M | 0.15% | −466−2.6% | Reduced |
| Jag Capital Management, LLC | 17,826 | $4.13M | 0.57% | −44−0.2% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $4.13M | 0.09% | 00.0% | Unchanged |
| Univest Financial Corp | 17,835 | $4.13M | 1.15% | −1,042−5.5% | Reduced |
| Integrated Wealth Concepts LLC | 17,858 | $4.14M | 0.06% | +739+4.3% | Added |
| Ballentine Partners, LLC | 17,871 | $4.14M | 0.08% | +711+4.1% | Added |
| Callahan Advisors, LLC | 17,900 | $4.14M | 0.43% | +10.0% | Added |
| Commerzbank Aktiengesellschaft | 17,914 | $4.15M | 0.14% | +13,391+296.1% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $4.17M | 1.50% | 00.0% | Unchanged |
| Longbow Finance SA | 18,076 | $4.19M | 0.43% | −961−5.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,084 | $4.19M | 0.11% | −61−0.3% | Reduced |
| Mount Vernon Associates Inc | 18,091 | $4.19M | 3.71% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,120 | $4.20M | 0.10% | +68+0.4% | Added |
| Wright Investors Service Inc | 18,164 | $4.21M | 1.11% | +278+1.6% | Added |
| Selway Asset Management | 18,172 | $4.21M | 1.72% | +65+0.4% | Added |
| Elgethun Capital Management | 18,218 | $4.22M | 1.06% | +75+0.4% | Added |
| Investment Management Corp of Ontario | 18,241 | $4.22M | 0.11% | +3,400+22.9% | Added |
| Quantitative Investment Management, LLC | 18,295 | $4.24M | 0.46% | +18,295 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 18,328 | $4.24M | 0.29% | −544−2.9% | Reduced |
| Everence Capital Management Inc | 18,254 | $4.27M | 0.30% | 00.0% | Unchanged |
| Courier Capital LLC | 18,640 | $4.32M | 0.34% | −210−1.1% | Reduced |
| CAPROCK Group, Inc. | 18,691 | $4.33M | 0.18% | +5,287+39.4% | Added |
| Ossiam | 18,827 | $4.36M | 0.08% | +5,353+39.7% | Added |
| Sumitomo Life Insurance Co | 18,870 | $4.37M | 0.10% | −620−3.2% | Reduced |
| Centiva Capital, LP | 18,874 | $4.37M | 0.21% | +12,997+221.2% | Added |
| Oliver Luxxe Assets LLC | 18,893 | $4.37M | 0.93% | −278−1.5% | Reduced |
| Morton Community Bank | 19,015 | $4.40M | 1.24% | −51−0.3% | Reduced |
| Snowden Capital Advisors LLC | 19,254 | $4.46M | 0.13% | −1,353−6.6% | Reduced |
| Modera Wealth Management, LLC | 19,318 | $4.47M | 0.07% | −81−0.4% | Reduced |
| Insight Wealth Strategies, LLC | 19,447 | $4.50M | 0.64% | +400+2.1% | Added |
| CSM Advisors, LLC | 19,505 | $4.52M | 0.32% | 00.0% | Unchanged |
| BDF-Gestion | 19,515 | $4.52M | 0.43% | +19,515 | New |
| NEOS Investment Management LLC | 19,621 | $4.54M | 0.19% | +5,976+43.8% | Added |
| Gunderson Capital Management Inc. | 19,740 | $4.57M | 1.96% | +933+5.0% | Added |
| Two Sigma Investments, LP | 19,790 | $4.58M | 0.01% | −86,142−81.3% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $4.62M | 0.12% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,097 | $4.65M | 0.29% | −1,780−8.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.66M | 1.62% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 20,128 | $4.66M | 0.05% | +34+0.2% | Added |
| Gilman Hill Asset Management, LLC | 20,232 | $4.68M | 0.85% | +164+0.8% | Added |
| LGT Group Foundation | 20,243 | $4.69M | 0.07% | +591+3.0% | Added |
| LaFleur & Godfrey LLC | 20,439 | $4.73M | 0.69% | −325−1.6% | Reduced |
| NBT Bank N A | 20,490 | $4.74M | 0.34% | +818+4.2% | Added |
| Kingsview Wealth Management, LLC | 20,496 | $4.75M | 0.11% | +1,318+6.9% | Added |
| NWK Group, Inc. | 20,575 | $4.76M | 2.00% | +20,575 | New |
| Stephens Inc | 20,668 | $4.79M | 0.07% | +100+0.5% | Added |
| Capital Markets Trading UK LLP | 20,747 | $4.80M | 3.53% | −1,795−8.0% | Reduced |
| Northstar Group, Inc. | 20,755 | $4.81M | 0.91% | −74−0.4% | Reduced |
| Umb Bank N A | 20,793 | $4.81M | 0.08% | −23,136−52.7% | Reduced |
| Veriti Management LLC | 20,924 | $4.84M | 0.30% | +2,067+11.0% | Added |
| Montag A & Associates Inc | 20,943 | $4.85M | 0.24% | −29−0.1% | Reduced |
| BFSG, LLC | 20,996 | $4.86M | 0.62% | −96−0.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 20,427 | $4.88M | 2.24% | 00.0% | Unchanged |
| CWM, LLC | 21,126 | $4.89M | 0.02% | +224+1.1% | Added |
| Chapman Investment Management, LLC | 21,141 | $4.90M | 3.72% | −794−3.6% | Reduced |
| Fort Sheridan Advisors LLC | 21,157 | $4.90M | 0.79% | +7,700+57.2% | Added |
| Birmingham Capital Management Co Inc | 21,160 | $4.90M | 1.91% | −1,331−5.9% | Reduced |