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 |
|---|---|---|---|---|---|
| Pinnacle West Asset Management, Inc. | 1,000 | $232.0K | 0.18% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,005 | $232.7K | 0.11% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,005 | $232.7K | 0.01% | +105+11.7% | Added |
| TFB Advisors LLC | 1,006 | $232.9K | 0.08% | +21+2.1% | Added |
| Saxony Capital Management, LLC | 1,006 | $233.0K | 0.26% | +85+9.2% | Added |
| JNBA Financial Advisors | 1,009 | $233.6K | 0.02% | −355−26.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,016 | $235.3K | 0.10% | −3,386−76.9% | Reduced |
| CRA Financial Services, LLC | 1,017 | $235.5K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,020 | $236.0K | 0.10% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,025 | $237.3K | 0.02% | +18+1.8% | Added |
| XML Financial, LLC | 1,026 | $237.6K | 0.02% | +1+0.1% | Added |
| Shepherd Financial Partners LLC | 1,028 | $238.0K | 0.03% | −19−1.8% | Reduced |
| WR Wealth Planners, LLC | 1,032 | $239.0K | 0.07% | +92+9.8% | Added |
| Apexium Financial, LP | 1,033 | $239.2K | 0.02% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 987 | $239.2K | 0.28% | −79−7.4% | Reduced |
| Davies Financial Advisors, Inc. | 1,033 | $239.3K | 0.22% | +17+1.7% | Added |
| Greenwich Wealth Management LLC | 1,038 | $240.0K | 0.02% | −13−1.2% | Reduced |
| MBL Wealth, LLC | 1,037 | $240.1K | 0.03% | +17+1.7% | Added |
| Independence Bank of Kentucky | 1,040 | $240.8K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 1,040 | $240.8K | 0.07% | +1,040 | New |
| Claris Advisors, LLC | 1,041 | $241.1K | 0.12% | +18+1.8% | Added |
| Keebeck Alpha, LP | 1,047 | $242.4K | 0.18% | +1,047 | New |
| Hibernia Wealth Partners, LLC | 1,048 | $242.4K | 0.08% | +1,048 | New |
| AJOVista, LLC | 1,048 | $242.7K | 0.70% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,050 | $243.1K | 0.02% | −400−27.6% | Reduced |
| Monterey Private Wealth, Inc. | 1,051 | $243.2K | 0.09% | +1,051 | New |
| Optas, LLC | 1,055 | $244.3K | 0.06% | +47+4.7% | Added |
| Blodgett Wealth Advisors, LLC | 1,056 | $244.6K | 0.21% | 00.0% | Unchanged |
| Family Asset Management, LLC | 1,057 | $244.7K | 0.16% | +88+9.1% | Added |
| Obsidian Personal Planning Solutions LLC | 1,058 | $245.0K | 0.15% | −19−1.8% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,049 | $245.3K | 0.09% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,058 | $245.3K | 0.05% | +1,058 | New |
| Patrick M Sweeney & Associates, Inc | 1,062 | $245.8K | 0.20% | +25+2.4% | Added |
| PCA Investment Advisory Services Inc. | 1,063 | $246.1K | 0.13% | −3−0.3% | Reduced |
| Rosenbaum Jay D. | 1,063 | $246.1K | 1.39% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,067 | $247.1K | 0.03% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 1,067 | $247.2K | 0.08% | +1,067 | New |
| Campbell & CO Investment Adviser LLC | 1,068 | $247.3K | 0.02% | −1,041−49.4% | Reduced |
| Quantbot Technologies LP | 1,070 | $247.8K | 0.01% | +1,070 | New |
| Probity Advisors, Inc. | 1,074 | $248.7K | 0.05% | −1−0.1% | Reduced |
| Bristlecone Advisors, LLC | 1,076 | $249.1K | 0.02% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 1,081 | $250.4K | 0.10% | −30−2.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,085 | $251.2K | 0.09% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 1,086 | $251.5K | 0.10% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,087 | $251.7K | 0.24% | +43+4.1% | Added |
| Paragon Capital Management Ltd | 1,087 | $251.7K | 0.05% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,090 | $252.4K | 0.13% | +132+13.8% | Added |
| NorthStar Asset Management LLC | 1,092 | $252.8K | 0.18% | +80+7.9% | Added |
| Vista Investment Management | 1,092 | $252.9K | 0.10% | +49+4.7% | Added |
| Truvestments Capital LLC | 1,095 | $253.5K | 0.10% | +1+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 1,071 | $254.6K | 0.20% | −152−12.4% | Reduced |
| Howard Financial Services, Ltd. | 1,100 | $254.7K | 0.04% | +15+1.4% | Added |
| Catalyst Funds Management Pty Ltd | 1,100 | $254.7K | 0.07% | −8,000−87.9% | Reduced |
| Reinhart Partners, Inc. | 1,100 | $254.7K | 0.01% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,102 | $255.2K | 0.20% | +24+2.2% | Added |
| Fenimore Asset Management Inc | 1,105 | $255.9K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,111 | $257.3K | 0.11% | −21−1.9% | Reduced |
| Patton Albertson Miller Group, LLC | 1,111 | $257.3K | 0.04% | +230+26.1% | Added |
| Capital Wealth Planning, LLC | 1,112 | $257.5K | 0.00% | +43+4.0% | Added |
| Camden Capital, LLC | 1,113 | $257.7K | 0.02% | −893−44.5% | Reduced |
| Money Concepts Capital Corp | 1,116 | $258.3K | 0.02% | −45−3.9% | Reduced |
| Novare Capital Management LLC | 1,122 | $259.8K | 0.02% | −55−4.7% | Reduced |
| Breed's Hill Capital LLC | 1,123 | $260.0K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,116 | $260.9K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,129 | $261.4K | 0.03% | +67+6.3% | Added |
| Hudock, Inc. | 1,131 | $261.9K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,133 | $262.3K | 0.08% | −2−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 1,139 | $262.3K | 0.09% | +139+13.9% | Added |
| Clifford Group, LLC | 1,136 | $263.0K | 0.21% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,137 | $263.3K | 0.08% | −14−1.2% | Reduced |
| Balentine LLC | 1,138 | $263.5K | 0.01% | −5,769−83.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,155 | $263.8K | 0.03% | +32+2.8% | Added |
| Mendel Capital Management LLC | 1,141 | $264.3K | 0.17% | +3+0.3% | Added |
| CVA Family Office, LLC | 1,147 | $265.6K | 0.05% | +14+1.2% | Added |
| Everpar Advisors LLC | 1,147 | $265.6K | 0.13% | +137+13.6% | Added |
| Weybosset Research & Management LLC | 1,150 | $266.0K | 0.10% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,149 | $266.1K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,150 | $266.3K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,151 | $266.5K | 0.08% | +27+2.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,154 | $267.2K | 0.07% | +4+0.3% | Added |
| FLC Capital Advisors | 1,155 | $267.4K | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,155 | $267.5K | 0.00% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,159 | $268.0K | 0.05% | +1,159 | New |
| Burton Enright Welch | 1,162 | $269.1K | 0.06% | −106−8.4% | Reduced |
| One Day In July LLC | 1,164 | $269.5K | 0.03% | +46+4.1% | Added |
| Silvia McColl Wealth Management, LLC | 1,165 | $269.8K | 0.22% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,166 | $269.9K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,167 | $270.1K | 0.07% | −95−7.5% | Reduced |
| Private Capital Management LLC | 1,167 | $270.3K | 0.05% | +13+1.1% | Added |
| Humankind Investments LLC | 1,168 | $270.4K | 0.07% | −56−4.6% | Reduced |
| Virtue Capital Management, LLC | 1,094 | $270.7K | 0.05% | −210−16.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,173 | $271.6K | 0.08% | +29+2.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,174 | $271.8K | 0.05% | −133−10.2% | Reduced |
| Montgomery Investment Management Inc | 1,175 | $272.1K | 0.11% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,180 | $273.2K | 0.07% | +10+0.9% | Added |
| Family Firm, Inc. | 1,182 | $273.7K | 0.06% | +3+0.3% | Added |
| Godsey & Gibb Associates | 1,186 | $274.6K | 0.03% | −151−11.3% | Reduced |
| Merriman Wealth Management, LLC | 1,192 | $276.1K | 0.01% | −43−3.5% | Reduced |
| Omega Financial Group, LLC | 1,200 | $277.9K | 0.11% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,202 | $278.3K | 0.18% | +91+8.2% | Added |