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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 1,659 | $384.2K | 0.06% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,660 | $384.4K | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 1,662 | $384.8K | 0.14% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,663 | $385.1K | 0.12% | +1+0.1% | Added |
| Vista Investment Partners LLC | 1,664 | $385.4K | 0.13% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 1,675 | $387.8K | 0.25% | −840−33.4% | Reduced |
| Investors Research Corp | 1,675 | $387.8K | 0.09% | 00.0% | Unchanged |
| Burney Co | 1,676 | $388.1K | 0.01% | +90+5.7% | Added |
| Heritage Investment Group, Inc. | 1,681 | $389.0K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,680 | $389.0K | 0.01% | −592−26.1% | Reduced |
| Hyperion Capital Advisors LP | 1,680 | $389.0K | 0.18% | −500−22.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,681 | $389.2K | 0.01% | −14−0.8% | Reduced |
| Birchcreek Wealth Management, LLC | 1,681 | $389.3K | 0.22% | +57+3.5% | Added |
| Northside Capital Management, LLC | 1,683 | $389.7K | 0.07% | −122−6.8% | Reduced |
| Angeles Wealth Management, LLC | 1,685 | $390.2K | 0.04% | +5+0.3% | Added |
| Gitterman Wealth Management, LLC | 1,686 | $390.4K | 0.15% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,687 | $390.6K | 0.14% | +62+3.8% | Added |
| NFP Retirement, Inc. | 1,694 | $392.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 1,700 | $393.6K | 0.04% | −353−17.2% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $393.6K | 0.01% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,714 | $396.8K | 0.05% | −48−2.7% | Reduced |
| Tennessee Valley Asset Management Partners | 1,726 | $399.7K | 0.07% | +1,726 | New |
| Integrated Investment Consultants, LLC | 1,757 | $400.1K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 1,731 | $400.8K | 0.04% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,734 | $401.5K | 0.28% | +1,734 | New |
| Tobam | 1,740 | $403.0K | 0.06% | −742−29.9% | Reduced |
| Atlantic Trust, LLC | 1,744 | $403.8K | 0.10% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,756 | $406.6K | 0.13% | −13−0.7% | Reduced |
| Round Rock Advisors, LLC | 1,758 | $407.2K | 0.10% | +79+4.7% | Added |
| Seven Mile Advisory | 1,760 | $407.5K | 0.30% | −334−16.0% | Reduced |
| Wela Strategies, Inc. | 1,764 | $408.5K | 0.19% | −1−0.1% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $408.7K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,770 | $409.8K | 0.15% | −10−0.6% | Reduced |
| Harbour Trust & Investment Management Co | 1,773 | $410.5K | 0.05% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,776 | $411.0K | 0.06% | +364+25.8% | Added |
| Richard W. Paul & Associates, LLC | 1,775 | $411.1K | 0.16% | −23−1.3% | Reduced |
| Allred Capital Management, LLC | 1,784 | $413.1K | 0.16% | −53−2.9% | Reduced |
| Exencial Wealth Advisors, LLC | 1,786 | $413.5K | 0.02% | −110−5.8% | Reduced |
| Cromwell Holdings LLC | 1,793 | $415.2K | 0.25% | +1,793 | New |
| SYSTM Wealth Solutions LLC | 1,807 | $418.4K | 0.09% | −1,325−42.3% | Reduced |
| Silverlake Wealth Management LLC | 1,809 | $418.9K | 0.17% | −420−18.8% | Reduced |
| KPP Advisory Services LLC | 1,810 | $419.2K | 0.11% | +4+0.2% | Added |
| Central Bank & Trust Co | 1,815 | $420.3K | 0.06% | −191−9.5% | Reduced |
| Prairieview Wealth Partners, LLC | 1,818 | $421.0K | 0.36% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 1,818 | $421.0K | 0.14% | +1,818 | New |
| Merrion Investment Management Co, LLC | 1,821 | $421.7K | 0.29% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,824 | $422.3K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,769 | $422.3K | 0.07% | +82+4.9% | Added |
| StoneX Group Inc. | 1,824 | $422.4K | 0.03% | +729+66.6% | Added |
| Mountain Pacific Investment Advisers Inc | 1,825 | $422.6K | 0.03% | −75−3.9% | Reduced |
| Thrive Wealth Management, LLC | 1,827 | $423.1K | 0.08% | +25+1.4% | Added |
| Blueprint Investment Partners LLC | 1,831 | $423.9K | 0.09% | −102−5.3% | Reduced |
| 626 Financial, LLC | 1,833 | $424.3K | 0.25% | +1+0.1% | Added |
| First National Bank | 1,850 | $428.4K | 0.32% | −61−3.2% | Reduced |
| Gateway Advisory, LLC | 1,854 | $429.3K | 0.07% | −61−3.2% | Reduced |
| Thompson Investment Management, Inc. | 1,856 | $429.8K | 0.07% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $430.2K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,874 | $433.9K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,881 | $435.6K | 0.03% | +165+9.6% | Added |
| LaSalle St. Investment Advisors, LLC | 1,897 | $439.0K | 0.22% | −24,459−92.8% | Reduced |
| Drucker Wealth 3.0, LLC | 1,896 | $439.0K | 0.12% | +1,896 | New |
| Barton Investment Management | 1,900 | $439.9K | 0.06% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $440.0K | 0.26% | 00.0% | Unchanged |
| Diversified, LLC | 1,902 | $440.3K | 0.05% | +206+12.1% | Added |
| Forte Capital LLC | 1,903 | $440.6K | 0.05% | −368−16.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,903 | $440.6K | 0.44% | +2+0.1% | Added |
| Soltis Investment Advisors LLC | 1,905 | $441.1K | 0.05% | +179+10.4% | Added |
| Donaldson Capital Management, LLC | 1,908 | $441.8K | 0.02% | −29−1.5% | Reduced |
| Headlands Technologies LLC | 1,910 | $442.3K | 0.05% | +887+86.7% | Added |
| Kozak & Associates, Inc. | 1,890 | $445.6K | 0.11% | −833−30.6% | Reduced |
| Integrated Advisors Network LLC | 1,927 | $446.1K | 0.02% | −19,081−90.8% | Reduced |
| Keudell/Morrison Wealth Management | 1,927 | $446.2K | 0.13% | −25−1.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,384 | $446.6K | 0.09% | −739−23.7% | Reduced |
| Creative Financial Designs Inc | 1,930 | $446.9K | 0.04% | +1,547+403.9% | Added |
| Garrison Asset Management, LLC | 1,931 | $447.1K | 0.24% | −70−3.5% | Reduced |
| Independent Family Office, LLC | 1,932 | $447.4K | 0.26% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,942 | $449.8K | 0.05% | −1−0.1% | Reduced |
| RMB Capital Management, LLC | 1,945 | $450.4K | 0.01% | −2,116−52.1% | Reduced |
| Mechanics Financial Corp | 1,950 | $451.5K | 0.23% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,950 | $451.6K | 0.17% | +437+28.9% | Added |
| LMCG Investments, LLC | 1,953 | $452.2K | 0.03% | −121−5.8% | Reduced |
| Arcataur Capital Management LLC | 1,955 | $452.7K | 0.16% | −20−1.0% | Reduced |
| Sage Private Wealth Group, LLC | 1,962 | $454.3K | 0.38% | −331−14.4% | Reduced |
| Quotient Wealth Partners, LLC | 1,964 | $454.8K | 0.02% | +237+13.7% | Added |
| KKM Financial LLC | 2,025 | $455.0K | 0.22% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,976 | $457.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,976 | $457.5K | 0.19% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,979 | $458.2K | 0.06% | −115−5.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,986 | $459.7K | 0.04% | +189+10.5% | Added |
| Capital Square, LLC | 1,884 | $461.1K | 0.30% | +12+0.6% | Added |
| AdvisorShares Investments LLC | 1,973 | $461.3K | 0.08% | −597−23.2% | Reduced |
| Ruggaard & Associates LLC | 1,995 | $461.9K | 0.21% | −17−0.8% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $463.0K | 0.39% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,000 | $463.1K | 0.04% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $463.1K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $463.1K | 0.08% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $463.1K | 0.45% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,008 | $464.9K | 0.25% | −177−8.1% | Reduced |
| Whitener Capital Management, Inc. | 2,010 | $465.4K | 0.14% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 2,014 | $466.3K | 0.24% | +10+0.5% | Added |