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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; 3,021 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
2,348
+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
829 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.

Institutional holdersQ2 2024: 2,348 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ2 2024: $139.8B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2024.

Institutions holding AXP in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Private Portfolio Partners LLC0$00.00%−1,556−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−1,453−100.0%Sold out
Round Hill Asset Management0$00.00%−1,432−100.0%Sold out
Eagle Strategies LLC0$00.00%−1,431−100.0%Sold out
Envoi LLC0$00.00%−1,350−100.0%Sold out
Nwam LLC0$00.00%−1,302−100.0%Sold out
Cascade Investment Group, Inc.0$00.00%−1,320−100.0%Sold out
Nichols & Pratt Advisers LLP0$00.00%−1,250−100.0%Sold out
BEAM Asset Management, LLC0$00.00%−1,226−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−1,201−100.0%Sold out
Oxford Asset Management LLP0$00.00%−1,183−100.0%Sold out
Delap Wealth Advisory, LLC0$00.00%−1,121−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−1,118−100.0%Sold out
RAM Investment Partners, LLC0$00.00%−1,089−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,078−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−1,039−100.0%Sold out
Zega Financial, LLC0$00.00%−1,030−100.0%Sold out
Onyx Bridge Wealth Group LLC0$00.00%−986−100.0%Sold out
Intrua Financial, LLC0$00.00%−1,016−100.0%Sold out
Central Valley Advisors, LLC0$00.00%−1,007−100.0%Sold out
Coho Partners, Ltd.0$00.00%−1,000−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−998−100.0%Sold out
FSA Advisors, Inc.0$00.00%−993−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−956−100.0%Sold out
Marathon Capital Management0$00.00%−945−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−910−100.0%Sold out
Seven Eight Capital, LP0$00.00%−936−100.0%Sold out
CAP Partners, LLC0$00.00%−927−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−925−100.0%Sold out
Alterna Wealth Management, Inc0$00.00%−920−100.0%Sold out
Roberts Wealth Advisors, LLC0$00.00%−950−100.0%Sold out
Goepper Burkhardt LLC0$00.00%−850−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−895−100.0%Sold out
Wealth Effects LLC0$00.00%−880−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−518−100.0%Sold out
Core Wealth Advisors, Inc.0$00.00%−497−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−315−100.0%Sold out
Quintet Private Bank (Europe) S.A.0$00.00%−259−100.0%Sold out
Brown Shipley& Co Ltd0$00.00%−280−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−226−100.0%Sold out
LifeSteps Financial, Inc.0$00.00%−225−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−207−100.0%Sold out
Ravenstone Capital Management Inc.0$00.00%−200−100.0%Sold out
Granite FO LLC0$00.00%−104−100.0%Sold out
Sofos Investments, Inc.0$00.00%−49−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−53−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−40−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−29−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−23−100.0%Sold out
MidAtlantic Capital Management, Inc.0$00.00%−22−100.0%Sold out
Cedar Mountain Advisors, LLC0$00.00%−18−100.0%Sold out
Tfo-TDC, LLC0$00.00%−5−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−100,668−100.0%Sold out
FRG Family Wealth Advisors LLC0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Focused Investors Fund L P––––Not filed
Degroof Petercam Asset Management––––Not filed
Cambridge Trust Co––––Not filed
Stewart & Patten Co LLC––––Not filed
Coulter & Justus Financial Services, LLC––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Cubic Asset Management, LLC––––Not filed
Ziegler Capital Management, LLC––––Not filed
Steward Partners Investment Solutions, LLC––––Not filed
Shell Asset Management Co––––Not filed
Connectus Wealth, LLC––––Not filed
Wilbanks Smith & Thomas Asset Management LLC––––Not filed
Caliber Wealth Management, LLC––––Not filed
Triad Investment Management––––Not filed
Derbend Asset Management––––Not filed
Grey Street Capital, LLC––––Not filed
Pflug Koory, LLC––––Not filed
Mango Five Family, Inc.––––Not filed
CWA Asset Management Group, LLC––––Not filed
Cipher Capital LP––––Not filed
Summit Financial Group Inc––––Not filed
InterOcean Capital Group, LLC––––Not filed
FirstPurpose Wealth LLC––––Not filed
Benedetti & Gucer, Inc.––––Not filed
Objective Capital Management, LLC––––Not filed
Cutler Group LP––––Not filed
Tactive Advisors, LLC––––Not filed
Imprint Wealth LLC––––Not filed
FSA Wealth Management LLC––––Not filed
Credential Qtrade Securities Inc.––––Not filed
Retirement Group, LLC––––Not filed