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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 31,639 | $7.33M | 0.89% | +31,639 | New |
| HighPoint Advisor Group LLC | 29,057 | $7.34M | 0.44% | +188+0.7% | Added |
| Cornerstone Advisors, LLC | 31,800 | $7.36M | 0.30% | −2,800−8.1% | Reduced |
| Guardian Capital Advisors LP | 30,822 | $7.36M | 0.78% | −2,279−6.9% | Reduced |
| Letson Investment Management, Inc. | 31,847 | $7.37M | 3.26% | 00.0% | Unchanged |
| LB Partners LLC | 32,000 | $7.41M | 6.17% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 85,396 | $7.42M | 0.03% | +85,396 | New |
| Louisiana State Employees Retirement System | 32,100 | $7.43M | 0.14% | −1,200−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 32,405 | $7.50M | 0.12% | +2,229+7.4% | Added |
| Buckingham Strategic Wealth, LLC | 32,415 | $7.51M | 0.08% | +648+2.0% | Added |
| St Germain D J Co Inc | 32,483 | $7.52M | 0.36% | −738−2.2% | Reduced |
| 1st Source Bank | 32,667 | $7.56M | 0.44% | −500−1.5% | Reduced |
| Securian Asset Management, Inc | 32,674 | $7.57M | 0.22% | −1,008−3.0% | Reduced |
| Fundamentun, LLC | 32,787 | $7.59M | 0.63% | +6,637+25.4% | Added |
| Central Trust Co | 32,944 | $7.63M | 0.19% | −4,482−12.0% | Reduced |
| KMG Fiduciary Partners, LLC | 33,029 | $7.65M | 0.75% | −1,134−3.3% | Reduced |
| Stokes Capital Advisors, LLC | 33,203 | $7.69M | 2.14% | +2,611+8.5% | Added |
| AMG National Trust Bank | 33,307 | $7.71M | 0.21% | +7,223+27.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,436 | $7.74M | 2.49% | −86−0.3% | Reduced |
| Prio Wealth Limited Partnership | 33,620 | $7.78M | 0.23% | +732+2.2% | Added |
| Pacific Global Investment Management CO | 33,698 | $7.80M | 1.48% | +236+0.7% | Added |
| Unison Asset Management LLC | 34,057 | $7.89M | 3.99% | +235+0.7% | Added |
| Rodgers Brothers Inc. | 34,237 | $7.93M | 1.07% | −96−0.3% | Reduced |
| Meyer Handelman Co | 34,500 | $7.99M | 0.28% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34,514 | $7.99M | 0.55% | −156−0.4% | Reduced |
| SP Asset Management LLC | 34,567 | $8.00M | 0.73% | +100+0.3% | Added |
| Lido Advisors, LLC | 34,761 | $8.05M | 0.07% | −35,727−50.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 34,800 | $8.06M | 0.13% | −50.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,991 | $8.10M | 0.56% | −2,576−6.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $8.10M | 0.02% | −397,690−91.9% | Reduced |
| D.A. Davidson & Co. | 35,002 | $8.10M | 0.07% | +1,350+4.0% | Added |
| Winslow Asset Management Inc | 35,275 | $8.17M | 1.61% | −1,110−3.1% | Reduced |
| Vontobel Holding Ltd. | 35,631 | $8.25M | 0.03% | −23,361−39.6% | Reduced |
| Amica Mutual Insurance Co | 35,779 | $8.29M | 0.82% | −7,329−17.0% | Reduced |
| Banyan Capital Management, Inc. | 35,796 | $8.29M | 5.01% | −11,754−24.7% | Reduced |
| NWF Advisory Services Inc. | 35,804 | $8.29M | 1.32% | +94+0.3% | Added |
| Guggenheim Capital LLC | 36,192 | $8.38M | 0.06% | +4,828+15.4% | Added |
| Girard Partners Ltd. | 36,391 | $8.43M | 0.80% | −614−1.7% | Reduced |
| Bell Asset Management Ltd | 36,441 | $8.44M | 1.18% | −5,098−12.3% | Reduced |
| Hartford Investment Management Co | 36,455 | $8.44M | 0.29% | −522−1.4% | Reduced |
| Headinvest, LLC | 36,946 | $8.55M | 1.68% | −765−2.0% | Reduced |
| Savant Capital, LLC | 37,205 | $8.61M | 0.09% | −487−1.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,168 | $8.64M | 3.02% | +525+1.5% | Added |
| Boston Common Asset Management, LLC | 37,738 | $8.74M | 0.22% | −16,302−30.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 46,537 | $8.81M | 1.14% | −4,669−9.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 38,037 | $8.81M | 0.24% | +180+0.5% | Added |
| Chemung Canal Trust Co | 38,299 | $8.87M | 1.72% | −3,671−8.7% | Reduced |
| NatWest Group plc | 38,410 | $8.89M | 3.04% | +14,124+58.2% | Added |
| Seizert Capital Partners, LLC | 38,471 | $8.91M | 0.44% | −19,916−34.1% | Reduced |
| Strategic Wealth Designers | 38,155 | $8.92M | 1.13% | +38,155 | New |
| Tower Research Capital LLC (TRC) | 38,544 | $8.92M | 0.15% | −26,657−40.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 38,681 | $8.96M | 6.62% | −1,398−3.5% | Reduced |
| Highland Capital Management, LLC | 39,088 | $9.05M | 0.53% | +3,980+11.3% | Added |
| Independent Advisor Alliance | 39,370 | $9.12M | 0.31% | +4,649+13.4% | Added |
| ING Groep NV | 39,685 | $9.19M | 0.05% | −1,320−3.2% | Reduced |
| Jacobs & Co | 39,705 | $9.19M | 0.96% | −778−1.9% | Reduced |
| Silicon Valley Capital Partners | 39,737 | $9.20M | 1.27% | +2,663+7.2% | Added |
| Kestra Private Wealth Services, LLC | 39,749 | $9.20M | 0.18% | +687+1.8% | Added |
| Family Capital Trust Co | 39,793 | $9.21M | 3.01% | −1,802−4.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 39,884 | $9.24M | 0.86% | −27,773−41.0% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $9.24M | 2.40% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 39,957 | $9.25M | 0.18% | +7,131+21.7% | Added |
| Bessemer Group Inc | 40,071 | $9.28M | 0.02% | +577+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 40,086 | $9.28M | 0.15% | −1,971−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 40,300 | $9.33M | 1.67% | −606−1.5% | Reduced |
| MBB Public Markets I LLC | 40,388 | $9.35M | 0.19% | +40,388 | New |
| Acadian Asset Management LLC | 40,492 | $9.37M | 0.03% | +32,451+403.6% | Added |
| Pacer Advisors, Inc. | 40,554 | $9.39M | 0.02% | +1,754+4.5% | Added |
| WoodTrust Financial Corp | 40,796 | $9.45M | 1.47% | −436−1.1% | Reduced |
| Radnor Capital Management, LLC | 40,874 | $9.46M | 2.89% | +1,230+3.1% | Added |
| Brown Brothers Harriman & Co | 41,019 | $9.50M | 0.07% | −321−0.8% | Reduced |
| Buckingham Capital Management, Inc. | 41,384 | $9.58M | 1.15% | +4,833+13.2% | Added |
| Grimes & Company, Inc. | 41,384 | $9.58M | 0.29% | −9,776−19.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 41,472 | $9.60M | 2.89% | −5,248−11.2% | Reduced |
| Mirova | 41,957 | $9.72M | 1.78% | +960+2.3% | Added |
| Van Cleef Asset Management,Inc | 42,380 | $9.81M | 1.23% | −487−1.1% | Reduced |
| NFC Investments, LLC | 42,617 | $9.87M | 2.83% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 42,749 | $9.90M | 0.06% | −10,689−20.0% | Reduced |
| Kentucky Retirement Systems | 42,821 | $9.92M | 0.29% | −608−1.4% | Reduced |
| Holocene Advisors, LP | 43,011 | $9.96M | 0.04% | −20,783−32.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,014 | $9.96M | 0.40% | +534+1.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 43,070 | $9.97M | 0.44% | +260+0.6% | Added |
| Martin Investment Management, LLC | 43,793 | $10.1M | 2.60% | −1,640−3.6% | Reduced |
| Mizuho Securities USA LLC | 43,814 | $10.1M | 0.22% | +43,814 | New |
| Atria Wealth Solutions, Inc. | 43,817 | $10.1M | 0.11% | −10,756−19.7% | Reduced |
| Illinois Municipal Retirement Fund | 44,175 | $10.2M | 0.16% | −1,649−3.6% | Reduced |
| Maryland State Retirement & Pension System | 44,256 | $10.2M | 0.19% | −1,292−2.8% | Reduced |
| Kinneret Advisory, LLC | 44,318 | $10.3M | 0.98% | +659+1.5% | Added |
| Fulton Breakefield Broenniman LLC | 44,541 | $10.3M | 0.76% | +42,793+2,448.1% | Added |
| Congress Wealth Management LLC | 44,651 | $10.3M | 0.16% | +41,173+1,183.8% | Added |
| M. Kulyk & Associates, LLC | 44,824 | $10.4M | 2.41% | +2,150+5.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 44,910 | $10.4M | 0.36% | +3,095+7.4% | Added |
| Sienna Gestion | 45,170 | $10.5M | 0.93% | −321−0.7% | Reduced |
| HRT Financial LP | 45,697 | $10.6M | 0.06% | −298,407−86.7% | Reduced |
| Greystone Financial Group, LLC | 45,785 | $10.6M | 2.07% | +2,572+6.0% | Added |
| Fishman Jay A Ltd | 46,295 | $10.7M | 1.13% | +10,335+28.7% | Added |
| Clearstead Advisors, LLC | 46,322 | $10.7M | 0.18% | +16,764+56.7% | Added |
| Neville Rodie & Shaw Inc | 46,772 | $10.8M | 0.82% | −175−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 46,933 | $10.9M | 0.27% | −2,635−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 47,063 | $10.9M | 0.02% | −5,660−10.7% | Reduced |