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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 2,015 | $466.6K | 0.01% | −3,031−60.1% | Reduced |
| MEMBERS Trust Co | 2,021 | $468.0K | 0.01% | −7−0.3% | Reduced |
| Precedent Wealth Partners, LLC | 2,021 | $468.0K | 0.19% | +264+15.0% | Added |
| Continuum Advisory, LLC | 2,024 | $468.8K | 0.07% | −18−0.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,026 | $469.0K | 0.24% | −80−3.8% | Reduced |
| Sutton Place Investors LLC | 2,027 | $469.4K | 0.31% | +16+0.8% | Added |
| Waddell & Associates, LLC | 2,036 | $471.4K | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,041 | $472.6K | 0.08% | +2,041 | New |
| Claro Advisors LLC | 2,044 | $473.2K | 0.07% | +527+34.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,047 | $474.0K | 0.15% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,050 | $474.7K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,055 | $475.7K | 0.25% | +10.0% | Added |
| Motco | 2,055 | $475.8K | 0.03% | +610+42.2% | Added |
| Relyea Zuckerberg Hanson LLC | 2,058 | $476.5K | 0.08% | +56+2.8% | Added |
| Capital Advisors Inc | 2,064 | $477.9K | 0.01% | +106+5.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,858 | $478.9K | 0.00% | −910−32.9% | Reduced |
| Waters Parkerson & Co., LLC | 2,069 | $479.0K | 0.03% | −843−28.9% | Reduced |
| Horizon Wealth Management, LLC | 2,071 | $479.4K | 0.11% | −175−7.8% | Reduced |
| HCR Wealth Advisors | 2,075 | $480.5K | 0.07% | −64−3.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,081 | $482.1K | 0.02% | +171+9.0% | Added |
| Keel Point, LLC | 2,017 | $482.1K | 0.04% | +421+26.4% | Added |
| Blume Capital Management, Inc. | 2,084 | $482.6K | 0.12% | 00.0% | Unchanged |
| Axq Capital, LP | 2,085 | $482.8K | 0.11% | +2,085 | New |
| Pictet & Cie (Europe) SA | 2,096 | $485.3K | 0.01% | −5−0.2% | Reduced |
| Ellis Investment Partners, LLC | 2,099 | $486.1K | 0.10% | −873−29.4% | Reduced |
| Greylin Investment Mangement Inc | 2,100 | $486.3K | 0.08% | −50−2.3% | Reduced |
| Macroview Investment Management LLC | 2,100 | $486.3K | 0.52% | −13−0.6% | Reduced |
| Security National Bank of So Dak | 2,100 | $486.3K | 0.29% | 00.0% | Unchanged |
| U S Global Investors Inc | 2,100 | $486.3K | 0.05% | +2,100 | New |
| Skye Global Management LP | 2,100 | $486.3K | 0.01% | +2,100 | New |
| Fairbanks Capital Management, Inc. | 2,101 | $486.5K | 0.32% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 2,106 | $487.6K | 0.29% | +80+3.9% | Added |
| Smith, Moore & Co. | 2,110 | $488.5K | 0.05% | +200+10.5% | Added |
| Aberdeen Wealth Management LLC | 2,111 | $488.8K | 0.33% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,114 | $489.5K | 0.16% | −29−1.4% | Reduced |
| Dearborn Partners LLC | 2,114 | $489.5K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,116 | $490.0K | 0.11% | +1,434+210.3% | Added |
| Sand Hill Global Advisors, LLC | 2,120 | $490.9K | 0.02% | +921+76.8% | Added |
| Simon Quick Advisors, LLC | 2,121 | $491.2K | 0.03% | +774+57.5% | Added |
| Carnegie Capital Asset Management, LLC | 2,133 | $493.9K | 0.02% | −1,229−36.6% | Reduced |
| Morningstar Investment Management LLC | 2,132 | $494.0K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,143 | $496.2K | 0.20% | −20−0.9% | Reduced |
| Herold Advisors, Inc. | 2,152 | $498.6K | 0.12% | −100−4.4% | Reduced |
| Yarbrough Capital, LLC | 2,161 | $500.4K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,161 | $500.4K | 0.20% | +10.0% | Added |
| Adirondack Trust Co | 2,163 | $500.8K | 0.20% | −8−0.4% | Reduced |
| Accurate Wealth Management, LLC | 2,055 | $501.2K | 0.12% | +57+2.9% | Added |
| M&R Capital Management Inc | 2,169 | $502.2K | 0.12% | −53−2.4% | Reduced |
| Signature Wealth Management Partners, LLC | 2,171 | $502.7K | 0.38% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,174 | $503.4K | 0.07% | −122−5.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,176 | $503.9K | 0.04% | +2,176 | New |
| Phoenix Wealth Advisors | 2,197 | $508.5K | 0.26% | +142+6.9% | Added |
| Bangor Savings Bank | 2,200 | $509.4K | 0.05% | +108+5.2% | Added |
| Cypress Capital Group | 2,202 | $509.9K | 0.06% | −23−1.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,203 | $510.1K | 0.10% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,205 | $510.6K | 0.11% | −1,468−40.0% | Reduced |
| Crumly & Associates Inc. | 2,207 | $511.0K | 0.15% | +71+3.3% | Added |
| Arista Wealth Management, LLC | 2,212 | $512.1K | 0.13% | +2,212 | New |
| Sunburst Financial Group, LLC | 2,212 | $512.2K | 0.14% | −67−2.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,213 | $512.4K | 0.31% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,213 | $512.6K | 0.00% | +9+0.4% | Added |
| Umpqua Bank | 2,217 | $513.3K | 0.20% | −21−0.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,221 | $514.0K | 0.24% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,225 | $515.2K | 0.06% | −20−0.9% | Reduced |
| Dechtman Wealth Management, LLC | 2,232 | $516.9K | 0.12% | +6+0.3% | Added |
| Chapin Davis, Inc. | 2,239 | $518.3K | 0.18% | +187+9.1% | Added |
| Quantum Private Wealth, LLC | 2,240 | $518.7K | 0.18% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,244 | $519.6K | 0.08% | −1,365−37.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,250 | $521.0K | 0.03% | 00.0% | Unchanged |
| Addison Capital Co | 2,254 | $521.9K | 0.23% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $523.1K | 0.22% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,270 | $526.0K | 0.17% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,281 | $528.3K | 0.07% | +25+1.1% | Added |
| Catalyst Financial Partners LLC | 2,303 | $533.3K | 0.12% | +94+4.3% | Added |
| Sapient Capital LLC | 2,318 | $536.7K | 0.01% | −112−4.6% | Reduced |
| Silver Lake Advisory, LLC | 2,319 | $536.9K | 0.24% | +4+0.2% | Added |
| Raleigh Capital Management Inc. | 2,326 | $538.5K | 0.23% | +165+7.6% | Added |
| Moser Wealth Advisors, LLC | 2,326 | $538.6K | 0.29% | +270+13.1% | Added |
| Allstate Corp | 2,332 | $540.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $541.4K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,340 | $541.9K | 0.08% | −11−0.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $544.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,350 | $544.0K | 0.10% | +256+12.2% | Added |
| Marino, Stram & Associates LLC | 2,354 | $545.2K | 0.13% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,369 | $548.5K | 0.12% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,375 | $549.9K | 0.15% | −32−1.3% | Reduced |
| Weaver Consulting Group | 2,378 | $550.6K | 0.19% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,379 | $550.9K | 0.05% | +23+1.0% | Added |
| Childress Capital Advisors, LLC | 2,384 | $552.0K | 0.16% | −46−1.9% | Reduced |
| Howland Capital Management LLC | 2,387 | $552.7K | 0.03% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,398 | $555.0K | 0.20% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,397 | $555.0K | 0.05% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $555.7K | 0.01% | −5−0.2% | Reduced |
| LS Investment Advisors, LLC | 2,406 | $557.1K | 0.09% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $558.0K | 0.19% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,412 | $558.5K | 0.34% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,414 | $559.0K | 0.01% | −87−3.5% | Reduced |
| Prelude Capital Management, LLC | 2,415 | $559.2K | 0.05% | −143−5.6% | Reduced |
| Stonebridge Capital Advisors LLC | 2,417 | $559.7K | 0.05% | −15−0.6% | Reduced |
| LM Advisors LLC | 2,419 | $560.0K | 0.00% | −2,460−50.4% | Reduced |