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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,204 | $278.8K | 0.05% | −94−7.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,211 | $280.5K | 0.04% | +265+28.0% | Added |
| Key Financial Inc | 1,213 | $280.9K | 0.07% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,216 | $281.2K | 0.03% | +376+44.8% | Added |
| Firestone Capital Management | 1,215 | $281.3K | 0.08% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,219 | $282.3K | 0.03% | −50−3.9% | Reduced |
| Wealth Management Partners, LLC | 1,220 | $282.4K | 0.14% | +1+0.1% | Added |
| Heartland Bank & Trust Co | 1,220 | $282.5K | 0.16% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,220 | $282.5K | 0.22% | +1,220 | New |
| Heartwood Wealth Advisors LLC | 1,221 | $282.7K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,221 | $283.0K | 0.02% | +1+0.1% | Added |
| Gryphon Financial Partners LLC | 1,224 | $283.5K | 0.04% | +135+12.4% | Added |
| Kapstone Financial Advisors LLC | 1,227 | $284.1K | 0.19% | −78−6.0% | Reduced |
| Northwest Wealth Management, LLC | 1,233 | $285.5K | 0.07% | +7+0.6% | Added |
| Hoxton Planning & Management, LLC | 1,234 | $285.7K | 0.13% | +5+0.4% | Added |
| Maia Wealth LLC | 1,173 | $286.1K | 0.09% | +1,173 | New |
| KG&L Capital Management,LLC | 1,240 | $287.1K | 0.10% | +1,240 | New |
| Blue Square Asset Management, LLC | 1,240 | $287.1K | 0.17% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,243 | $287.8K | 0.01% | −14,074−91.9% | Reduced |
| City State Bank | 1,245 | $288.3K | 0.12% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,246 | $288.5K | 0.03% | +1,246 | New |
| Tanglewood Legacy Advisors, LLC | 1,247 | $288.7K | 0.14% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,250 | $289.5K | 0.09% | −100−7.4% | Reduced |
| IPG Investment Advisors LLC | 1,252 | $289.9K | 0.06% | +22+1.8% | Added |
| Sandy Cove Advisors, LLC | 1,262 | $292.3K | 0.13% | +9+0.7% | Added |
| Manchester Financial Inc | 1,264 | $292.7K | 0.07% | +1,264 | New |
| Capital Advisors, Ltd. LLC | 1,266 | $293.0K | 0.04% | +219+20.9% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $293.8K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,270 | $294.1K | 0.02% | +66+5.5% | Added |
| EntryPoint Capital, LLC | 1,270 | $294.1K | 0.14% | +957+305.8% | Added |
| Southeast Asset Advisors Inc. | 1,270 | $294.1K | 0.04% | +2+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,274 | $295.0K | 0.03% | −18−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 1,276 | $295.5K | 0.05% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,278 | $295.9K | 0.24% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,245 | $296.1K | 0.06% | −12−1.0% | Reduced |
| North Star Asset Management Inc | 1,279 | $296.2K | 0.01% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,282 | $296.8K | 0.05% | −22−1.7% | Reduced |
| Austin Wealth Management, LLC | 1,245 | $297.2K | 0.07% | +5+0.4% | Added |
| Valmark Advisers, Inc. | 1,297 | $300.3K | 0.01% | +120+10.2% | Added |
| Arden Trust Co | 1,297 | $300.3K | 0.04% | −88−6.4% | Reduced |
| FDx Advisors, Inc. | 1,302 | $301.0K | 0.08% | −1,125−46.4% | Reduced |
| Bayesian Capital Management, LP | 1,300 | $301.0K | 0.03% | −34,306−96.3% | Reduced |
| Wexford Capital LP | 1,300 | $301.0K | 0.08% | −1,300−50.0% | Reduced |
| Libra Wealth LLC | 1,300 | $301.0K | 0.13% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,303 | $301.6K | 0.04% | +50+4.0% | Added |
| Hall Laurie J Trustee | 1,304 | $302.0K | 0.11% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $302.2K | 0.18% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $302.5K | 0.18% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,311 | $303.6K | 0.04% | −16−1.2% | Reduced |
| BBR Partners, LLC | 1,312 | $303.8K | 0.02% | −68−4.9% | Reduced |
| Duff & Phelps Investment Management Co | 1,313 | $304.0K | 0.00% | −5,321−80.2% | Reduced |
| Great Diamond Partners, LLC | 1,315 | $304.5K | 0.07% | −19−1.4% | Reduced |
| Summit Asset Management, LLC | 1,315 | $304.5K | 0.06% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,316 | $304.7K | 0.23% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,317 | $304.8K | 0.07% | −7−0.5% | Reduced |
| Heritage Wealth Advisors | 1,321 | $305.9K | 0.01% | −2,240−62.9% | Reduced |
| Sittner & Nelson, LLC | 1,321 | $306.0K | 0.15% | +1+0.1% | Added |
| MJP Associates Inc | 1,323 | $306.4K | 0.06% | +20+1.5% | Added |
| Fragasso Group Inc. | 1,329 | $307.6K | 0.03% | −611−31.5% | Reduced |
| Tyche Wealth Partners LLC | 1,330 | $308.0K | 0.07% | +1+0.1% | Added |
| Advisors Management Group Inc | 1,339 | $310.0K | 0.08% | −21−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,340 | $310.3K | 0.03% | −42−3.0% | Reduced |
| BTC Capital Management, Inc. | 1,348 | $312.1K | 0.03% | −28−2.0% | Reduced |
| Burns J W & Co Inc | 1,350 | $312.6K | 0.04% | −3−0.2% | Reduced |
| Savvy Advisors, Inc. | 1,351 | $312.8K | 0.10% | +335+33.0% | Added |
| Colonial Trust Advisors | 1,356 | $314.0K | 0.03% | −18−1.3% | Reduced |
| Eagle Harbor Asset Management Inc | 1,356 | $314.0K | 0.33% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $314.0K | 0.21% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,357 | $314.1K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,358 | $314.4K | 0.05% | +209+18.2% | Added |
| Mayfair Advisory Group, LLC | 1,323 | $315.7K | 0.21% | −216−14.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,364 | $315.8K | 0.06% | +79+6.1% | Added |
| Legacy Private Trust Co. | 1,365 | $316.1K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,818 | $316.7K | 0.07% | +160+9.7% | Added |
| 17 Capital Partners, LLC | 1,368 | $316.8K | 0.23% | −32−2.3% | Reduced |
| Hamilton Capital, LLC | 1,369 | $317.0K | 0.02% | −929−40.4% | Reduced |
| CIC Wealth, LLC | 1,372 | $317.7K | 0.09% | −146−9.6% | Reduced |
| Drive Wealth Management, LLC | 1,374 | $318.1K | 0.09% | +37+2.8% | Added |
| M3 Advisory Group, LLC | 1,375 | $318.3K | 0.26% | +438+46.7% | Added |
| Capital International Sarl | 1,375 | $318.4K | 0.01% | +1,375 | New |
| Cooper Financial Group | 1,379 | $319.3K | 0.05% | +1,379 | New |
| Strait & Sound Wealth Management LLC | 1,382 | $320.0K | 0.16% | −45−3.2% | Reduced |
| Quantum Financial Advisors, LLC | 1,387 | $321.1K | 0.06% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,394 | $322.9K | 0.08% | +29+2.1% | Added |
| Puzo Michael J | 1,400 | $324.2K | 0.09% | −100−6.7% | Reduced |
| EPG Wealth Management LLC | 0 | $324.3K | 0.08% | −1,472−100.0% | Reduced |
| Sonora Investment Management Group, LLC | 1,426 | $324.8K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,405 | $325.3K | 0.12% | +452+47.4% | Added |
| Terra Nova Asset Management LLC | 1,409 | $326.2K | 0.26% | +4+0.3% | Added |
| Koss-Olinger Consulting, LLC | 1,414 | $327.0K | 0.03% | +1,414 | New |
| Consolidated Planning Corp | 1,413 | $327.2K | 0.05% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,416 | $327.9K | 0.08% | −724−33.8% | Reduced |
| Paul Damon & Associates, Inc. | 1,416 | $328.0K | 0.22% | +3+0.2% | Added |
| Kowal Investment Group, LLC | 1,417 | $328.1K | 0.07% | +164+13.1% | Added |
| Garner Asset Management Corp | 1,421 | $329.0K | 0.16% | +1+0.1% | Added |
| Kimelman & Baird, LLC | 1,425 | $330.0K | 0.03% | +1,425 | New |
| Independent Solutions Wealth Management, LLC | 1,426 | $330.2K | 0.08% | −241−14.5% | Reduced |
| KLCM Advisors, Inc. | 1,428 | $330.6K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,428 | $330.7K | 0.08% | −285−16.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,429 | $330.9K | 0.08% | −58−3.9% | Reduced |