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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 21,261 | $4.92M | 0.06% | −858−3.9% | Reduced |
| Interval Partners, LP | 21,294 | $4.93M | 0.14% | +21,294 | New |
| Greenleaf Trust | 21,355 | $4.94M | 0.05% | +142+0.7% | Added |
| L1 Capital International Pty Ltd | 21,292 | $4.98M | 1.99% | +21,292 | New |
| Fiduciary Group LLC | 21,558 | $4.99M | 0.54% | +50+0.2% | Added |
| EP Wealth Advisors, LLC | 21,682 | $5.02M | 0.05% | −181−0.8% | Reduced |
| Omers Administration Corp | 21,839 | $5.06M | 0.05% | +21,839 | New |
| Trinity Legacy Partners, LLC | 21,839 | $5.06M | 1.44% | +159+0.7% | Added |
| Salvus Wealth Management, LLC | 21,889 | $5.07M | 3.48% | +973+4.7% | Added |
| Benson Investment Management Company, Inc. | 21,946 | $5.08M | 2.10% | −101−0.5% | Reduced |
| Naples Global Advisors, LLC | 22,149 | $5.13M | 0.51% | −50−0.2% | Reduced |
| Family Management Corp | 22,175 | $5.13M | 0.91% | +50.0% | Added |
| Chicago Trust Co NA | 22,304 | $5.16M | 1.05% | +808+3.8% | Added |
| Central Pacific Bank - Trust Division | 22,375 | $5.18M | 0.62% | −1,000−4.3% | Reduced |
| Plato Investment Management Ltd | 22,396 | $5.19M | 0.48% | +590+2.7% | Added |
| Grassi Investment Management | 22,460 | $5.20M | 0.46% | −500−2.2% | Reduced |
| Sandhill Capital Partners LLC | 22,482 | $5.21M | 0.40% | −731−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 22,618 | $5.24M | 0.04% | +7,110+45.8% | Added |
| Synovus Financial Corp | 22,635 | $5.24M | 0.07% | −94−0.4% | Reduced |
| Raymond James Trust N.A. | 22,732 | $5.26M | 0.12% | −1,786−7.3% | Reduced |
| TownSquare Capital, LLC | 22,753 | $5.27M | 0.07% | +1,308+6.1% | Added |
| Hutner Capital Management Inc | 22,777 | $5.27M | 2.89% | 00.0% | Unchanged |
| Trust Co of Vermont | 22,894 | $5.30M | 0.29% | −164−0.7% | Reduced |
| RBF Capital, LLC | 23,000 | $5.33M | 0.31% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 23,211 | $5.37M | 0.19% | +164+0.7% | Added |
| Bremer Bank National Association | 23,221 | $5.38M | 1.05% | −1,011−4.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,328 | $5.40M | 0.56% | +15+0.1% | Added |
| Erste Asset Management GmbH | 23,639 | $5.41M | 0.07% | −6,308−21.1% | Reduced |
| GYL Financial Synergies, LLC | 23,365 | $5.41M | 0.42% | +10.0% | Added |
| Arjuna Capital | 23,392 | $5.42M | 1.46% | +3,639+18.4% | Added |
| Steel Peak Wealth Management LLC | 23,677 | $5.48M | 0.26% | −216−0.9% | Reduced |
| Wisconsin Capital Management LLC | 23,757 | $5.50M | 2.79% | +480+2.1% | Added |
| Community Financial Services Group, LLC | 23,771 | $5.50M | 1.19% | +1,258+5.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 23,961 | $5.55M | 1.16% | +18,351+327.1% | Added |
| Rakuten Investment Management, Inc. | 24,302 | $5.55M | 0.04% | +8,828+57.1% | Added |
| Wetherby Asset Management Inc | 24,055 | $5.57M | 0.26% | −859−3.4% | Reduced |
| Concentric Wealth Management, LLC | 24,364 | $5.64M | 1.47% | +93+0.4% | Added |
| Kingfisher Capital LLC | 24,582 | $5.69M | 1.33% | −245−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 24,600 | $5.70M | 0.14% | +1,000+4.2% | Added |
| Morningstar Investment Services LLC | 24,977 | $5.71M | 0.06% | −97−0.4% | Reduced |
| Venture Visionary Partners LLC | 24,831 | $5.75M | 0.26% | +637+2.6% | Added |
| Silvant Capital Management LLC | 24,879 | $5.76M | 0.26% | −196−0.8% | Reduced |
| L & S Advisors Inc | 24,891 | $5.76M | 0.66% | +12,315+97.9% | Added |
| Long Corridor Asset Management Ltd | 25,000 | $5.79M | 5.48% | −5,000−16.7% | Reduced |
| Bleichroeder LP | 25,000 | $5.79M | 1.72% | 00.0% | Unchanged |
| Bokf, NA | 25,204 | $5.84M | 0.10% | −459−1.8% | Reduced |
| Chatham Capital Group, Inc. | 25,301 | $5.86M | 1.02% | +497+2.0% | Added |
| Assenagon Asset Management S.A. | 25,318 | $5.86M | 0.01% | −994−3.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 25,467 | $5.90M | 1.76% | +11,494+82.3% | Added |
| SpiderRock Advisors, LLC | 25,507 | $5.91M | 0.16% | +975+4.0% | Added |
| Siemens Fonds Invest GmbH | 25,513 | $5.91M | 0.44% | +68+0.3% | Added |
| Advisory Services Network, LLC | 25,584 | $5.92M | 0.12% | −1,697−6.2% | Reduced |
| Roundview Capital LLC | 25,585 | $5.92M | 0.47% | −314−1.2% | Reduced |
| Adalta Capital Management LLC | 25,605 | $5.93M | 3.22% | −100.0% | Reduced |
| Arcadia Investment Management Corp | 25,690 | $5.95M | 1.02% | −285−1.1% | Reduced |
| Taurus Asset Management, LLC | 25,798 | $5.97M | 0.61% | −39,911−60.7% | Reduced |
| Reliant Investment Management, LLC | 25,807 | $5.98M | 2.81% | +85+0.3% | Added |
| Adviser Investments LLC | 25,823 | $5.98M | 0.08% | +208+0.8% | Added |
| Foster Group, Inc. | 25,883 | $5.99M | 0.24% | +36+0.1% | Added |
| Coastline Trust Co | 26,222 | $6.07M | 0.71% | +817+3.2% | Added |
| First Interstate Bank | 26,363 | $6.10M | 0.41% | −677−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,607 | $6.16M | 0.11% | +145+0.5% | Added |
| Resources Investment Advisors, LLC. | 26,631 | $6.17M | 0.08% | +3,806+16.7% | Added |
| Cary Street Partner Investment Advisory LLC | 26,717 | $6.18M | 0.25% | −485−1.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $6.25M | 0.07% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,190 | $6.30M | 0.64% | −195−0.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 27,334 | $6.33M | 1.64% | −2,694−9.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $6.37M | 0.43% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 27,556 | $6.38M | 0.22% | −121−0.4% | Reduced |
| Avitas Wealth Management LLC | 27,682 | $6.41M | 0.94% | +95+0.3% | Added |
| Coastal Investment Advisors, Inc. | 27,825 | $6.44M | 1.26% | −54−0.2% | Reduced |
| Ieq Capital, LLC | 27,929 | $6.47M | 0.09% | +3,273+13.3% | Added |
| Toroso Investments, LLC | 28,069 | $6.50M | 0.09% | −1,149−3.9% | Reduced |
| Bensler, LLC | 28,121 | $6.51M | 0.88% | +1,530+5.8% | Added |
| Hendershot Investments Inc. | 28,272 | $6.55M | 0.94% | −287−1.0% | Reduced |
| Wedbush Securities Inc | 28,308 | $6.55M | 0.23% | −2,658−8.6% | Reduced |
| Boyd Watterson Asset Management LLC | 28,424 | $6.58M | 1.88% | −90−0.3% | Reduced |
| F/M Investments LLC | 28,457 | $6.59M | 0.24% | +28,457 | New |
| Balyasny Asset Management LLC | 28,606 | $6.62M | 0.02% | +20,538+254.6% | Added |
| TrimTabs Asset Management, LLC | 28,709 | $6.65M | 1.65% | +432+1.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 28,730 | $6.65M | 0.33% | +31+0.1% | Added |
| Bouvel Investment Partners, LLC | 28,765 | $6.66M | 2.58% | −105−0.4% | Reduced |
| Agf Management Ltd | 28,822 | $6.67M | 0.04% | +953+3.4% | Added |
| New Mexico Educational Retirement Board | 28,963 | $6.71M | 0.23% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 29,437 | $6.82M | 2.67% | −20.0% | Reduced |
| Fiera Capital Corp | 29,561 | $6.84M | 0.02% | +29,561 | New |
| Quantinno Capital Management LP | 29,622 | $6.86M | 0.12% | +3,742+14.5% | Added |
| Mirabaud Asset Management Ltd | 29,661 | $6.87M | 3.16% | +6,005+25.4% | Added |
| Heritage Trust Co | 29,946 | $6.93M | 0.91% | −638−2.1% | Reduced |
| Norinchukin Bank, The | 30,260 | $7.01M | 0.20% | −596−1.9% | Reduced |
| Pavion Blue Capital, LLC | 30,300 | $7.02M | 3.45% | −415−1.4% | Reduced |
| DCM Advisors, LLC | 30,329 | $7.02M | 3.71% | −4,381−12.6% | Reduced |
| Atlantic Union Bankshares Corp | 30,342 | $7.03M | 0.44% | −1,509−4.7% | Reduced |
| Wellington Shields Capital Management, LLC | 31,327 | $7.25M | 1.32% | −423−1.3% | Reduced |
| Ceera Investments, LLC | 31,433 | $7.28M | 3.08% | −215−0.7% | Reduced |
| Point72 (DIFC) Ltd | 31,441 | $7.28M | 0.65% | +31,441 | New |
| Westend Capital Management, LLC | 31,267 | $7.31M | 2.57% | +9,118+41.2% | Added |
| Banque Cantonale Vaudoise | 31,580 | $7.31M | 0.29% | −4,092−11.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $7.32M | 0.91% | 00.0% | Unchanged |
| Legacy Trust | 31,623 | $7.32M | 1.82% | −1,014−3.1% | Reduced |