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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 2,422 | $560.8K | 0.04% | −95−3.8% | Reduced |
| Auxano Advisors, LLC | 2,424 | $561.3K | 0.16% | +23+1.0% | Added |
| Impact Partnership Wealth, LLC | 2,427 | $562.0K | 0.15% | +2,420+34,571.4% | Added |
| Charter Trust Co | 2,442 | $565.4K | 0.04% | −267−9.9% | Reduced |
| Covenant Asset Management, LLC | 2,461 | $569.8K | 0.13% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,479 | $574.0K | 0.01% | 00.0% | Unchanged |
| MWA Asset Management | 2,481 | $574.4K | 0.41% | −84−3.3% | Reduced |
| Meeder Asset Management Inc | 2,482 | $574.7K | 0.04% | +930+59.9% | Added |
| Sage Capital Management, LLC | 2,493 | $577.3K | 0.30% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,495 | $577.7K | 0.18% | +115+4.8% | Added |
| Regatta Capital Group, LLC | 2,497 | $578.1K | 0.12% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 2,500 | $578.9K | 0.36% | 00.0% | Unchanged |
| Hendley & Co Inc | 2,500 | $579.0K | 0.21% | +2,500 | New |
| Founders Financial Alliance, LLC | 2,501 | $579.1K | 0.17% | −93−3.6% | Reduced |
| Partnership Wealth Management, LLC | 2,503 | $579.5K | 0.43% | −250−9.1% | Reduced |
| Enterprise Financial Services Corp | 2,503 | $579.6K | 0.36% | −7−0.3% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $580.3K | 0.25% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,509 | $581.0K | 0.03% | −46,586−94.9% | Reduced |
| Traphagen Investment Advisors LLC | 2,513 | $581.9K | 0.06% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,515 | $582.3K | 0.15% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,524 | $585.0K | 0.10% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,531 | $586.1K | 0.06% | +1,056+71.6% | Added |
| Signature Estate & Investment Advisors LLC | 2,538 | $587.7K | 0.01% | +2,538 | New |
| Global Trust Asset Management, LLC | 2,539 | $587.9K | 0.24% | −60−2.3% | Reduced |
| Harbour Investment Management LLC | 2,539 | $587.9K | 0.27% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 2,546 | $589.5K | 0.49% | −331−11.5% | Reduced |
| Gsa Capital Partners LLP | 2,547 | $590.0K | 0.04% | +2,547 | New |
| Duncker Streett & Co Inc | 2,550 | $590.5K | 0.11% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,553 | $591.2K | 0.09% | −97−3.7% | Reduced |
| Sippican Capital Advisors | 2,559 | $592.5K | 0.47% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,569 | $595.0K | 0.06% | −19−0.7% | Reduced |
| Channel Wealth LLC | 2,572 | $595.5K | 0.22% | +1,215+89.5% | Added |
| Mechanics Bank Trust Department | 2,580 | $597.4K | 0.09% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,582 | $597.9K | 0.34% | +335+14.9% | Added |
| McLean Asset Management Corp | 2,504 | $598.3K | 0.19% | +33+1.3% | Added |
| Trueblood Wealth Management, LLC | 2,589 | $599.5K | 0.34% | +517+25.0% | Added |
| Meridian Wealth Advisors, LLC | 2,593 | $600.4K | 0.11% | +44+1.7% | Added |
| Pioneer Trust Bank N A | 2,600 | $602.0K | 0.16% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,604 | $603.0K | 0.16% | +2,604 | New |
| Pittenger & Anderson Inc | 2,608 | $603.9K | 0.02% | +508+24.2% | Added |
| Outfitter Financial LLC | 2,625 | $607.8K | 0.51% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,629 | $608.7K | 0.26% | +2,629 | New |
| Fukoku Mutual Life Insurance Co | 2,640 | $611.3K | 0.05% | +137+5.5% | Added |
| Jump Financial, LLC | 2,646 | $612.7K | 0.01% | −20,815−88.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,651 | $613.8K | 0.27% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,651 | $613.8K | 0.12% | +125+4.9% | Added |
| Legacy Financial Advisors, Inc. | 2,654 | $614.5K | 0.11% | +188+7.6% | Added |
| Aft, Forsyth & Company, Inc. | 2,661 | $616.2K | 0.31% | +400+17.7% | Added |
| Borer Denton & Associates, Inc. | 2,662 | $616.4K | 0.22% | −1,000−27.3% | Reduced |
| Lewis Asset Management, LLC | 2,669 | $618.1K | 0.47% | +90+3.5% | Added |
| REDW Wealth LLC | 2,673 | $618.9K | 0.16% | −25−0.9% | Reduced |
| Athena Investment Management | 2,675 | $619.4K | 0.38% | −25−0.9% | Reduced |
| Belpointe Asset Management LLC | 2,680 | $620.6K | 0.04% | −976−26.7% | Reduced |
| TNF LLC | 2,579 | $621.6K | 0.23% | −16−0.6% | Reduced |
| PFC Capital Group, Inc. | 2,700 | $625.0K | 0.31% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,700 | $625.2K | 0.05% | +2,072+329.9% | Added |
| Shufro Rose & Co LLC | 2,705 | $626.3K | 0.05% | +172+6.8% | Added |
| Greenland Capital Management LP | 2,706 | $626.6K | 0.13% | +2,706 | New |
| Triangle Securities Wealth Management | 2,710 | $627.5K | 0.18% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,712 | $628.0K | 0.11% | −53−1.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,719 | $629.5K | 0.16% | +44+1.6% | Added |
| Midwest Financial Group LLC | 2,723 | $630.0K | 0.40% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 2,727 | $631.4K | 0.44% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,727 | $631.5K | 0.05% | +20+0.7% | Added |
| Larson Financial Group LLC | 2,730 | $632.2K | 0.04% | +212+8.4% | Added |
| Revisor Wealth Management LLC | 2,731 | $632.4K | 0.44% | −2,719−49.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,744 | $635.6K | 0.06% | −1,129−29.2% | Reduced |
| Guardian Wealth Advisors, LLC | 2,748 | $636.3K | 0.07% | −3−0.1% | Reduced |
| Marietta Investment Partners LLC | 2,750 | $636.8K | 0.14% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,756 | $638.1K | 0.39% | −26−0.9% | Reduced |
| Marcum Wealth, LLC | 2,765 | $640.2K | 0.06% | −83−2.9% | Reduced |
| Lindbrook Capital, LLC | 2,768 | $640.8K | 0.06% | +164+6.3% | Added |
| TCG Advisory Services, LLC | 2,786 | $645.0K | 0.03% | +204+7.9% | Added |
| Arrow Financial Corp | 2,793 | $646.7K | 0.06% | −140−4.8% | Reduced |
| Kearns & Associates LLC | 2,800 | $648.3K | 0.48% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $648.3K | 0.35% | +300+12.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $648.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $648.8K | 0.10% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,808 | $650.2K | 0.44% | −15−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,809 | $650.4K | 0.02% | −155−5.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $650.7K | 0.07% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 2,814 | $651.6K | 0.09% | +2,814 | New |
| Union Savings Bank | 2,822 | $653.4K | 0.34% | −96−3.3% | Reduced |
| ASB Consultores, LLC | 2,827 | $654.6K | 0.24% | −1,123−28.4% | Reduced |
| Skopos Labs, Inc. | 2,886 | $656.9K | 0.28% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,837 | $657.0K | 0.09% | −205−6.7% | Reduced |
| VeraBank, N.A. | 2,848 | $659.5K | 0.20% | −50−1.7% | Reduced |
| Bristol John W & Co Inc | 2,851 | $660.1K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,863 | $662.9K | 0.25% | +2,863 | New |
| Strategic Blueprint, LLC | 2,865 | $663.4K | 0.05% | +95+3.4% | Added |
| Kavar Capital Partners Group, LLC | 2,867 | $663.9K | 0.12% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,870 | $665.0K | 0.09% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,872 | $665.0K | 0.13% | −218−7.1% | Reduced |
| Nilsine Partners, LLC | 2,881 | $667.1K | 0.09% | +38+1.3% | Added |
| Indiana Trust & Investment Management CO | 2,882 | $667.3K | 0.24% | +345+13.6% | Added |
| Legal Advantage Investments, Inc. | 2,900 | $671.5K | 0.39% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,910 | $673.9K | 0.46% | +3+0.1% | Added |
| PDS Planning, Inc | 2,918 | $675.7K | 0.07% | +3+0.1% | Added |
| Everhart Financial Group, Inc. | 2,920 | $676.1K | 0.18% | +546+23.0% | Added |
| Texas Yale Capital Corp. | 2,921 | $676.4K | 0.03% | +5+0.2% | Added |