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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; 3,022 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.

Institutional holdersQ2 2024: 2,349 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: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 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: 3,022 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 20263,022$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 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$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
Slocum, Gordon & Co LLP718$166.3K0.12%+245+51.8%Added
Fortitude Family Office, LLC726$168.1K0.10%+324+80.6%Added
Semmax Financial Advisors Inc.718$171.6K0.05%−7−1.0%Reduced
Vestor Capital, LLC745$173.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.764$177.0K0.02%−5−0.7%Reduced
Activest Wealth Management769$178.0K0.06%+713+1,273.2%Added
Providence Capital Advisors, LLC770$178.3K0.04%00.0%Unchanged
Castleview Partners, LLC776$179.7K0.10%+33+4.4%Added
Kelly Financial Services LLC784$181.5K0.06%+1+0.1%Added
Gilliland Jeter Wealth Management LLC796$184.3K0.06%+37+4.9%Added
New England Capital Financial Advisors LLC813$188.3K0.11%+1+0.1%Added
Unique Wealth Strategies, LLC829$188.7K0.09%+829New
First Financial Corp827$191.5K0.10%00.0%Unchanged
1832 Asset Management L.P.827$191.5K0.00%+32+4.0%Added
Orion Capital Management LLC830$192.2K0.10%00.0%Unchanged
Versant Capital Management, Inc832$192.7K0.05%+174+26.4%Added
Osterweis Capital Management Inc858$198.7K0.01%−124−12.6%Reduced
ORG Partners LLC851$199.0K0.02%+851New
E Fund Management Co., Ltd.865$200.3K0.01%+865New
DeDora Capital, Inc.868$201.0K0.06%+868New
Connecticut Wealth Management, LLC870$201.4K0.01%−612−41.3%Reduced
Lumbard & Kellner, LLC870$201.4K0.10%+870New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors870$201.5K0.02%−1,206−58.1%Reduced
Smith Chas P & Associates Pa Cpas874$202.3K0.01%−300−25.6%Reduced
Gunn & Co Investment Management, Inc.874$202.3K0.01%+874New
N.E.W. Advisory Services LLC877$203.1K0.02%+877New
M. Kraus & Co878$203.3K0.06%−25−2.8%Reduced
West Branch Capital LLC884$204.7K0.08%00.0%Unchanged
Nations Financial Group Inc,884$204.9K0.02%+884New
First Heartland Consultants, Inc.886$205.0K0.02%+886New
Peachtree Investment Partners, LLC893$206.7K0.08%+893New
Quadcap Wealth Management, LLC893$206.9K0.04%+893New
Intrust Bank NA895$207.2K0.02%−1−0.1%Reduced
Foster Victor Wealth Advisors, LLC831$207.3K0.02%+831New
German American Bancorp, Inc.896$207.5K0.02%+896New
Kellett Schaffner Wealth Advisors LLC898$207.8K0.17%+898New
Pensionmark Financial Group, LLC898$208.0K0.01%+898New
Talbot Financial, LLC900$208.4K0.03%00.0%Unchanged
Marietta Wealth Management, LLC900$208.4K0.03%+900New
Allied Investment Advisors, LLC900$208.4K0.05%+900New
DecisionPoint Financial, LLC825$208.6K0.07%00.0%Unchanged
Latitude Advisors, LLC902$208.9K0.13%−8−0.9%Reduced
American Financial Advisors, LLC903$209.1K0.03%+2+0.2%Added
Accretive Wealth Partners, LLC904$209.3K0.09%+4+0.4%Added
D'Orazio & Associates, Inc.904$209.4K0.03%+904New
Planning Directions Inc907$209.9K0.14%+2+0.2%Added
Meritage Portfolio Management909$210.0K0.01%00.0%Unchanged
Stephenson & Company, Inc.918$212.6K0.16%00.0%Unchanged
SevenBridge Financial Group, LLC921$212.9K0.05%00.0%Unchanged
Edgemoor Investment Advisors, Inc.921$213.3K0.02%00.0%Unchanged
WT Wealth Management923$213.7K0.07%00.0%Unchanged
Driehaus Capital Management LLC924$214.0K0.00%+924New
Archetype Wealth Partners927$215.0K0.03%−1,183−56.1%Reduced
Fortress Wealth Group, LLC871$215.1K0.11%00.0%Unchanged
Barlow Wealth Partners, Inc.895$215.7K0.03%+895New
Ruane, Cunniff & Goldfarb L.P.932$215.8K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC933$216.0K0.13%−7−0.7%Reduced
Narus Financial Partners, LLC933$216.0K0.09%−1−0.1%Reduced
General Partner, Inc.936$216.7K0.14%00.0%Unchanged
Capital Investment Advisory Services, LLC941$217.9K0.02%−7−0.7%Reduced
Woodward Diversified Capital, LLC942$218.1K0.13%+942New
Ausdal Financial Partners, Inc.942$218.1K0.02%+4+0.4%Added
Ackerman Capital Advisors, LLC946$219.0K0.06%00.0%Unchanged
Mill Creek Capital Advisors, LLC947$219.3K0.01%+947New
Oarsman Capital, Inc.948$219.5K0.05%−53−5.3%Reduced
Alan B. Lancz & Associates, Inc.950$220.0K0.22%+950New
Port Capital LLC950$220.0K0.01%−270−22.1%Reduced
Harbor Group, Inc.954$220.9K0.06%+2+0.2%Added
First Nebraska Trust Co955$221.1K0.02%00.0%Unchanged
Apella Capital, LLC931$221.2K0.01%+1+0.1%Added
Octavia Wealth Advisors, LLC958$221.8K0.03%+958New
Main Street Financial Solutions, LLC962$222.9K0.02%+54+5.9%Added
Mezzasalma Advisors, LLC966$223.7K0.10%−849−46.8%Reduced
Woodley Farra Manion Portfolio Management Inc966$223.7K0.01%+23+2.4%Added
Royal Fund Management, LLC969$224.4K0.03%−17−1.7%Reduced
Fiduciary Alliance LLC952$224.6K0.04%+952New
Cowa, LLC975$225.8K0.12%00.0%Unchanged
Abel Hall, LLC976$226.0K0.16%+39+4.2%Added
Abacus Planning Group, Inc.977$226.2K0.04%−266−21.4%Reduced
Advisory Alpha, LLC978$226.5K0.01%+47+5.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.980$226.9K0.07%−18,326−94.9%Reduced
Arbor Trust Wealth Advisors, LLC980$226.9K0.12%+5+0.5%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO981$227.2K0.09%+100+11.4%Added
NavPoint Financial, Inc.981$227.2K0.20%00.0%Unchanged
Mirador Capital Partners LP982$227.4K0.04%−324−24.8%Reduced
FIL Ltd982$227.4K0.00%−38−3.7%Reduced
BIP Wealth, LLC982$227.4K0.02%00.0%Unchanged
Aprio Wealth Management, LLC982$227.4K0.04%+37+3.9%Added
Wedge Capital Management L L P984$227.8K0.00%−143−12.7%Reduced
AlphaStar Capital Management, LLC984$227.8K0.02%+984New
Farmers & Merchants Investments Inc993$229.9K0.01%−4−0.4%Reduced
Monument Capital Management997$230.9K0.07%+31+3.2%Added
One + One Wealth Management, LLC1,000$231.6K0.13%−1,300−56.5%Reduced
Old Second National Bank of Aurora1,000$231.6K0.06%00.0%Unchanged
Princeton Capital Management LLC1,000$231.6K0.08%+49+5.2%Added
Marshall Wace, LLP1,000$231.6K0.00%+500+100.0%Added
Dempze Nancy E1,000$231.6K0.16%+1,000New
Autumn Glory Partners, LLC1,000$231.6K0.12%+1,000New
Tang Capital Management LLC1,001$231.7K0.02%+1,001New
Close Asset Management Ltd1,001$232.0K0.01%00.0%Unchanged