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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 1,430 | $331.1K | 0.20% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,432 | $331.5K | 0.04% | +223+18.4% | Added |
| Heritage Wealth Management, Inc. | 1,409 | $332.0K | 0.11% | +1,409 | New |
| Tillman Hartley LLC | 1,434 | $332.0K | 0.11% | −366−20.3% | Reduced |
| Bullock Wealth Management Group | 1,421 | $332.2K | 0.22% | +349+32.6% | Added |
| First Financial Bank - Trust Division | 1,435 | $332.3K | 0.03% | +2+0.1% | Added |
| Westover Capital Advisors, LLC | 1,440 | $333.4K | 0.09% | −20−1.4% | Reduced |
| Financial Advisors, LLC | 1,440 | $333.4K | 0.07% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,440 | $333.5K | 0.22% | −151−9.5% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $333.9K | 0.12% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,447 | $334.0K | 0.05% | −3−0.2% | Reduced |
| Crew Capital Management, Ltd. | 1,445 | $334.6K | 0.27% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,453 | $336.5K | 0.03% | +1,453 | New |
| Aire Advisors, LLC | 1,460 | $338.0K | 0.08% | −143−8.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,468 | $338.0K | 0.01% | +499+51.5% | Added |
| Armstrong Advisory Group, Inc | 1,460 | $338.1K | 0.03% | −111−7.1% | Reduced |
| Five Oceans Advisors | 1,461 | $338.3K | 0.18% | −70−4.6% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,462 | $338.5K | 0.12% | +231+18.8% | Added |
| First National Corp | 1,464 | $339.1K | 0.08% | +251+20.7% | Added |
| Compass Ion Advisors, LLC | 1,490 | $339.3K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,468 | $339.9K | 0.04% | +21+1.5% | Added |
| Elevated Capital Advisors, LLC | 1,472 | $340.7K | 0.10% | −33−2.2% | Reduced |
| Trust Co of the South | 1,474 | $341.3K | 0.08% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,474 | $341.3K | 0.05% | +417+39.5% | Added |
| Northstar Asset Management LLC | 1,475 | $341.5K | 0.08% | −1,106−42.9% | Reduced |
| Golden State Equity Partners | 1,482 | $343.1K | 0.07% | +1,482 | New |
| Walker Asset Management, LLC | 1,486 | $344.0K | 0.23% | +4+0.3% | Added |
| Delta Asset Management LLC | 1,486 | $344.1K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,486 | $344.1K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,449 | $344.6K | 0.02% | −5−0.3% | Reduced |
| OneAscent Wealth Management LLC | 1,496 | $346.0K | 0.18% | +317+26.9% | Added |
| Onefund, LLC | 1,496 | $346.4K | 0.38% | +24+1.6% | Added |
| Perennial Investment Advisors, LLC | 1,498 | $346.7K | 0.05% | +19+1.3% | Added |
| Professional Advisory Services Inc | 1,500 | $347.0K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 1,500 | $347.3K | 0.08% | −194−11.5% | Reduced |
| Asset Advisors Investment Management, LLC | 1,500 | $347.3K | 0.04% | −100−6.3% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $347.3K | 0.18% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 1,504 | $348.2K | 0.09% | +401+36.4% | Added |
| Custom Index Systems, LLC | 1,507 | $348.9K | 0.20% | −1,738−53.6% | Reduced |
| Keystone Financial Group | 1,508 | $349.2K | 0.13% | −127−7.8% | Reduced |
| Northwest Bancshares, Inc. | 1,509 | $349.4K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,510 | $349.6K | 0.04% | +10+0.7% | Added |
| Davidson Trust Co | 1,514 | $350.6K | 0.24% | −25−1.6% | Reduced |
| Davis R M Inc | 1,519 | $351.7K | 0.01% | −343−18.4% | Reduced |
| Ariston Services Group | 1,520 | $352.0K | 0.34% | −5−0.3% | Reduced |
| David Loasby | 1,477 | $352.9K | 0.03% | +241+19.5% | Added |
| Boit C F David | 1,525 | $353.1K | 0.18% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,528 | $353.9K | 0.01% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,533 | $355.0K | 0.18% | +33+2.2% | Added |
| UMA Financial Services, Inc. | 1,422 | $355.0K | 0.07% | +85+6.4% | Added |
| Michael B. Yongue | 1,545 | $357.7K | 0.31% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,548 | $358.4K | 0.04% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,553 | $359.6K | 0.09% | +4+0.3% | Added |
| MONECO Advisors, LLC | 1,555 | $360.0K | 0.05% | +26+1.7% | Added |
| Hemington Wealth Management | 1,556 | $360.0K | 0.12% | +38+2.5% | Added |
| JFS Wealth Advisors, LLC | 1,555 | $360.0K | 0.03% | −2−0.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,557 | $360.5K | 0.08% | −755−32.7% | Reduced |
| Formidable Asset Management, LLC | 1,559 | $361.0K | 0.06% | +1,559 | New |
| Rockbridge Investment Management, LCC | 1,567 | $362.8K | 0.05% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,567 | $362.8K | 0.18% | +1,567 | New |
| Oxford Financial Group Ltd | 1,572 | $364.0K | 0.02% | +210+15.4% | Added |
| Wealth Advisory Solutions, LLC | 1,576 | $364.9K | 0.10% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,580 | $365.0K | 0.03% | −4−0.3% | Reduced |
| Kelman-Lazarov, Inc. | 1,579 | $365.6K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,581 | $366.1K | 0.03% | −133−7.8% | Reduced |
| Norden Group LLC | 1,585 | $367.2K | 0.07% | −60−3.6% | Reduced |
| Keebeck Wealth Management, LLC | 1,587 | $367.5K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,590 | $368.2K | 0.00% | −426−21.1% | Reduced |
| Wealth Group, Ltd. | 1,595 | $369.0K | 0.26% | −2−0.1% | Reduced |
| City Holding Co | 1,596 | $369.5K | 0.05% | −44−2.7% | Reduced |
| First Trust Investment Solutions L.P. | 1,597 | $369.8K | 0.05% | +383+31.5% | Added |
| Schubert & Co | 1,626 | $370.2K | 0.32% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $370.5K | 0.18% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,600 | $370.5K | 0.14% | +2+0.1% | Added |
| Peterson Wealth Services | 1,608 | $372.3K | 0.13% | +2+0.1% | Added |
| Forza Wealth Management, LLC | 1,608 | $372.3K | 0.19% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,608 | $372.3K | 0.02% | +1,608 | New |
| Kolinsky Wealth Management, LLC | 1,613 | $373.5K | 0.27% | +37+2.3% | Added |
| Trustmark National Bank Trust Department | 1,613 | $373.5K | 0.03% | +584+56.8% | Added |
| Sterling Investment Advisors, Ltd. | 1,618 | $374.7K | 0.10% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,619 | $374.8K | 0.01% | +10+0.6% | Added |
| Legacy Financial Strategies, LLC | 1,592 | $375.3K | 0.09% | +7+0.4% | Added |
| Meadow Creek Wealth Advisors LLC | 1,625 | $376.3K | 0.36% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,626 | $376.4K | 0.02% | −1,440−47.0% | Reduced |
| Centric Wealth Management | 1,534 | $377.1K | 0.11% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $377.4K | 0.05% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 4,168 | $378.0K | 0.07% | +2,641+173.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,635 | $378.7K | 0.13% | +12+0.7% | Added |
| Howe & Rusling Inc | 1,638 | $379.3K | 0.03% | −30−1.8% | Reduced |
| Regal Investment Advisors LLC | 1,641 | $380.0K | 0.03% | +117+7.7% | Added |
| Accel Wealth Management | 1,644 | $380.6K | 0.15% | −97−5.6% | Reduced |
| Acorn Wealth Advisors, LLC | 1,644 | $380.7K | 0.19% | +31+1.9% | Added |
| Act Two Investors LLC | 1,645 | $380.9K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,646 | $381.0K | 0.03% | −8−0.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,647 | $381.4K | 0.13% | +1,647 | New |
| Berger Financial Group, Inc | 1,647 | $381.5K | 0.03% | +3+0.2% | Added |
| Eagle Bay Advisors LLC | 1,650 | $382.0K | 0.23% | −333−16.8% | Reduced |
| Skba Capital Management LLC | 1,650 | $382.1K | 0.06% | 00.0% | Unchanged |
| Sentinus, LLC | 1,653 | $382.8K | 0.12% | +34+2.1% | Added |
| Vicus Capital | 1,653 | $382.8K | 0.03% | +342+26.1% | Added |