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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 205 | $47.5K | 0.02% | +165+412.5% | Added |
| Nixon Capital, LLC | 218 | $50.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 218 | $50.5K | 0.01% | +7+3.3% | Added |
| Fairman Group, LLC | 220 | $50.9K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 205 | $51.7K | 0.02% | +52+34.0% | Added |
| Winthrop Capital Management, LLC | 230 | $53.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 230 | $53.3K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 234 | $54.2K | 0.01% | −52−18.2% | Reduced |
| Coppell Advisory Solutions LLC | 238 | $55.1K | 0.01% | +238 | New |
| Institutional & Family Asset Management, LLC | 239 | $55.5K | 0.01% | −12−4.8% | Reduced |
| GW&K Investment Management, LLC | 241 | $56.0K | 0.00% | +55+29.6% | Added |
| Carmichael Hill & Associates, Inc. | 249 | $57.7K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 250 | $57.9K | 0.03% | −458−64.7% | Reduced |
| BNP Paribas | 258 | $59.7K | 0.00% | +83+47.4% | Added |
| Wiser Advisor Group LLC | 262 | $60.6K | 0.10% | +2+0.8% | Added |
| Covestor Ltd | 269 | $62.0K | 0.04% | −26−8.8% | Reduced |
| Beacon Capital Management, LLC | 271 | $62.7K | 0.01% | +43+18.9% | Added |
| AllSquare Wealth Management LLC | 271 | $62.8K | 0.04% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 272 | $63.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 273 | $63.2K | 0.01% | −232−45.9% | Reduced |
| Coston, McIsaac & Partners | 279 | $64.0K | 0.02% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 281 | $65.1K | 0.01% | +281 | New |
| Richardson Financial Services Inc. | 282 | $65.3K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 290 | $67.2K | 0.05% | +290 | New |
| Hoese & Co LLP | 280 | $67.2K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 293 | $67.8K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 295 | $68.3K | 0.02% | +37+14.3% | Added |
| WFA of San Diego, LLC | 299 | $69.2K | 0.06% | +299 | New |
| FWL Investment Management, LLC | 300 | $69.5K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $69.9K | 0.03% | 00.0% | Unchanged |
| Naples Money Management LLC | 301 | $70.3K | 0.06% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 313 | $72.5K | 0.03% | −575−64.8% | Reduced |
| Criterion Capital Advisors, LLC | 320 | $74.1K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 320 | $74.1K | 0.17% | +320 | New |
| Private Wealth Management Group, LLC | 322 | $74.6K | 0.03% | +1+0.3% | Added |
| GoalVest Advisory LLC | 326 | $75.5K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 327 | $75.7K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 334 | $77.0K | 0.04% | 00.0% | Unchanged |
| SWS Partners | 333 | $77.2K | 0.02% | +333 | New |
| Core Alternative Capital | 344 | $79.7K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 355 | $82.2K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 369 | $85.4K | 0.02% | +10+2.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $86.6K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 382 | $88.5K | 0.02% | −89−18.9% | Reduced |
| Pinnacle Bancorp, Inc. | 384 | $88.9K | 0.03% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $90.0K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $92.6K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 407 | $94.2K | 0.02% | −19−4.5% | Reduced |
| Gleason Group, Inc. | 408 | $94.4K | 0.02% | +1+0.2% | Added |
| AdvisorNet Financial, Inc | 410 | $94.9K | 0.01% | +1+0.2% | Added |
| Hantz Financial Services, Inc. | 408 | $95.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 415 | $96.1K | 0.03% | −1−0.2% | Reduced |
| Salomon & Ludwin, LLC | 429 | $99.3K | 0.01% | −1,014−70.3% | Reduced |
| Planning Capital Management Corp | 434 | $100.5K | 0.07% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 440 | $101.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 440 | $101.9K | 0.07% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $101.9K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $104.2K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 419 | $104.6K | 0.09% | +419 | New |
| CNB Bank | 458 | $106.0K | 0.05% | −300−39.6% | Reduced |
| JCIC Asset Management Inc. | 470 | $108.8K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 472 | $109.2K | 0.06% | +2+0.4% | Added |
| New Millennium Group LLC | 490 | $113.5K | 0.07% | +490 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $113.5K | 0.04% | −110−18.3% | Reduced |
| Birchbrook, Inc. | 492 | $113.9K | 0.07% | 00.0% | Unchanged |
| CSS LLC | 500 | $115.8K | 0.01% | +500 | New |
| Logan Capital Management Inc | 503 | $116.5K | 0.01% | +103+25.8% | Added |
| Sound Income Strategies, LLC | 507 | $117.4K | 0.01% | +11+2.2% | Added |
| Mosaic Financial Group, LLC | 509 | $118.0K | 0.08% | −500−49.6% | Reduced |
| Tidemark, LLC | 520 | $120.4K | 0.06% | +34+7.0% | Added |
| Register Financial Advisors LLC | 521 | $120.7K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 522 | $120.9K | 0.05% | +10+2.0% | Added |
| West Paces Advisors Inc. | 555 | $128.5K | 0.03% | −29−5.0% | Reduced |
| Westchester Capital Management, Inc. | 560 | $129.7K | 0.03% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 565 | $130.8K | 0.09% | +565 | New |
| First Pacific Financial | 566 | $131.1K | 0.03% | −6−1.0% | Reduced |
| Strategic Investment Solutions, Inc. | 581 | $134.1K | 0.04% | +581 | New |
| LRI Investments, LLC | 592 | $137.2K | 0.02% | +191+47.6% | Added |
| Security National Bank | 600 | $138.9K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 604 | $139.9K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 605 | $140.1K | 0.00% | −187,203−99.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 600 | $140.2K | 0.08% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 616 | $142.6K | 0.03% | −50−7.5% | Reduced |
| Deseret Mutual Benefit Administrators | 622 | $144.0K | 0.07% | −55−8.1% | Reduced |
| Bruce G. Allen Investments, LLC | 624 | $144.5K | 0.12% | −37−5.6% | Reduced |
| Arlington Trust Co LLC | 633 | $146.6K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $146.8K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 636 | $147.2K | 0.01% | +153+31.7% | Added |
| WealthCollab, LLC | 638 | $147.7K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $148.2K | 0.09% | 00.0% | Unchanged |
| Avalon Trust Co | 661 | $153.1K | 0.01% | −90−12.0% | Reduced |
| Avion Wealth | 667 | $154.0K | 0.04% | +12+1.8% | Added |
| First Community Trust NA | 685 | $158.6K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $159.0K | 0.06% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 687 | $159.0K | 0.06% | +587+587.0% | Added |
| Chris Bulman Inc | 688 | $159.4K | 0.11% | +688 | New |
| Mascoma Wealth Management LLC | 700 | $162.1K | 0.04% | −109−13.5% | Reduced |
| Addison Advisors LLC | 701 | $162.2K | 0.05% | +205+41.3% | Added |
| Westside Investment Management, Inc. | 712 | $163.3K | 0.04% | +19+2.7% | Added |
| Cyrus J. Lawrence, LLC | 729 | $166.0K | 0.03% | 00.0% | Unchanged |