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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 10,099 | $2.34M | 0.12% | +408+4.2% | Added |
| GFG Capital, LLC | 10,098 | $2.34M | 0.64% | +294+3.0% | Added |
| Cunning Capital Partners, LP | 10,070 | $2.33M | 1.33% | 00.0% | Unchanged |
| Bailard, Inc. | 10,044 | $2.33M | 0.06% | +50.0% | Added |
| NTV Asset Management LLC | 10,040 | $2.32M | 0.33% | +100+1.0% | Added |
| Empower Advisory Group, LLC | 9,984 | $2.31M | 0.01% | −1,174−10.5% | Reduced |
| Bigelow Investment Advisors, LLC | 9,980 | $2.31M | 1.10% | −51−0.5% | Reduced |
| Union Heritage Capital, LLC | 9,968 | $2.31M | 0.91% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,671 | $2.31M | 0.15% | +361+3.9% | Added |
| Plimoth Trust Co LLC | 9,931 | $2.30M | 0.61% | −152−1.5% | Reduced |
| Doheny Asset Management | 9,870 | $2.29M | 1.63% | −30.0% | Reduced |
| Wolf Group Capital Advisors | 9,868 | $2.28M | 0.90% | −1,291−11.6% | Reduced |
| Rockland Trust Co | 9,851 | $2.28M | 0.12% | −77−0.8% | Reduced |
| Xcel Wealth Management, LLC | 9,823 | $2.27M | 0.71% | −400−3.9% | Reduced |
| Financial Security Advisor, Inc. | 9,809 | $2.27M | 0.76% | −27−0.3% | Reduced |
| Inlet Private Wealth, LLC | 9,751 | $2.26M | 0.62% | +96+1.0% | Added |
| Americana Partners, LLC | 9,730 | $2.25M | 0.18% | −29−0.3% | Reduced |
| Wolverine Asset Management LLC | 9,721 | $2.25M | 0.04% | −698−6.7% | Reduced |
| Trustco Bank Corp N Y | 9,694 | $2.24M | 2.39% | +300+3.2% | Added |
| L2 Asset Management, LLC | 9,656 | $2.24M | 0.67% | +2,752+39.9% | Added |
| Knuff & Co LLC | 9,650 | $2.23M | 0.73% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 9,639 | $2.23M | 0.24% | +1,256+15.0% | Added |
| Marble Harbor Investment Counsel, LLC | 9,611 | $2.23M | 0.26% | −100−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,609 | $2.22M | 0.21% | 00.0% | Unchanged |
| KWB Wealth | 9,745 | $2.22M | 0.31% | −93−0.9% | Reduced |
| EFG Asset Management (North America) Corp. | 9,544 | $2.21M | 0.38% | +1,464+18.1% | Added |
| Qtron Investments LLC | 9,546 | $2.21M | 0.32% | +158+1.7% | Added |
| DoubleLine ETF Adviser LP | 9,536 | $2.21M | 0.58% | −441−4.4% | Reduced |
| Wolff Wiese Magana LLC | 9,523 | $2.21M | 1.75% | +8,658+1,000.9% | Added |
| Entropy Technologies, LP | 9,484 | $2.20M | 0.24% | −2,708−22.2% | Reduced |
| AlTi Global, Inc. | 9,424 | $2.18M | 0.06% | +6,005+175.6% | Added |
| Institute for Wealth Management, LLC. | 9,401 | $2.18M | 0.29% | −28−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 9,400 | $2.18M | 0.05% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,399 | $2.18M | 1.21% | +10.0% | Added |
| Stock Yards Bank & Trust Co | 9,373 | $2.17M | 0.07% | −390−4.0% | Reduced |
| Perpetual Ltd | 9,366 | $2.17M | 0.02% | +7,922+548.6% | Added |
| Applied Capital LLC | 9,331 | $2.16M | 1.89% | +82+0.9% | Added |
| Beacon Investment Advisors LLC | 9,328 | $2.16M | 1.10% | 00.0% | Unchanged |
| Wintrust Investments LLC | 9,270 | $2.15M | 0.17% | −335−3.5% | Reduced |
| First National Trust Co | 9,244 | $2.14M | 0.09% | −75−0.8% | Reduced |
| TAGStone Capital, Inc. | 9,243 | $2.14M | 1.21% | +26+0.3% | Added |
| Retireful, LLC | 9,229 | $2.14M | 1.01% | +1,814+24.5% | Added |
| Moors & Cabot, Inc. | 9,195 | $2.13M | 0.11% | +5+0.1% | Added |
| Hartford Funds Management Co LLC | 9,184 | $2.13M | 0.20% | +766+9.1% | Added |
| Evergreen Capital Management LLC | 9,137 | $2.12M | 0.08% | +140+1.6% | Added |
| Linden Thomas Advisory Services, LLC | 9,111 | $2.11M | 0.33% | +1,545+20.4% | Added |
| Invst, LLC | 9,021 | $2.11M | 0.23% | +313+3.6% | Added |
| Pinnacle Holdings, LLC | 9,106 | $2.11M | 0.86% | −245−2.6% | Reduced |
| Northern Financial Advisors Inc | 9,099 | $2.11M | 1.69% | −126−1.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,076 | $2.10M | 0.03% | +399+4.6% | Added |
| Provenance Wealth Advisors, LLC | 9,072 | $2.10M | 0.29% | −60−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 9,071 | $2.10M | 0.17% | +40.0% | Added |
| Mengis Capital Management, Inc. | 9,070 | $2.10M | 0.43% | −736−7.5% | Reduced |
| Pitcairn Co | 9,067 | $2.10M | 0.13% | +447+5.2% | Added |
| Hyman Charles D | 9,043 | $2.09M | 0.12% | +45+0.5% | Added |
| Csenge Advisory Group | 8,967 | $2.08M | 0.12% | +26+0.3% | Added |
| Lowe Brockenbrough & Co Inc | 8,963 | $2.08M | 0.14% | −200−2.2% | Reduced |
| Eqis Capital Management, Inc. | 8,948 | $2.07M | 0.17% | −847−8.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,927 | $2.07M | 0.45% | −509−5.4% | Reduced |
| HBK Sorce Advisory LLC | 8,911 | $2.06M | 0.07% | −86−1.0% | Reduced |
| Anchor Investment Management, LLC | 8,902 | $2.06M | 0.21% | +1,232+16.1% | Added |
| FineMark National Bank & Trust | 8,899 | $2.06M | 0.08% | +575+6.9% | Added |
| Argus Investors' Counsel, Inc. | 8,883 | $2.06M | 1.26% | −1,199−11.9% | Reduced |
| Donoghue Forlines LLC | 8,874 | $2.05M | 0.58% | +5,995+208.2% | Added |
| Coastal Bridge Advisors, LLC | 8,874 | $2.05M | 0.51% | +25+0.3% | Added |
| Lake Street Advisors Group, LLC | 8,864 | $2.05M | 0.10% | −17−0.2% | Reduced |
| Benjamin Edwards Inc | 8,832 | $2.04M | 0.39% | −1,260−12.5% | Reduced |
| RFG Advisory, LLC | 8,823 | $2.04M | 0.07% | −292−3.2% | Reduced |
| Pinnacle Wealth Management, LLC | 8,782 | $2.03M | 2.54% | +301+3.5% | Added |
| Signature Wealth Management Group | 8,763 | $2.03M | 0.89% | −224−2.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 8,753 | $2.03M | 0.25% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,893 | $2.02M | 0.02% | +3,443+63.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $2.02M | 1.39% | −3,628−29.3% | Reduced |
| Beaumont Financial Advisors, LLC | 8,737 | $2.02M | 0.16% | −49−0.6% | Reduced |
| Argent Advisors, Inc. | 8,678 | $2.01M | 0.80% | −293−3.3% | Reduced |
| Massmutual Trust Co FSB | 8,675 | $2.01M | 0.06% | +334+4.0% | Added |
| Parkside Financial Bank & Trust | 8,667 | $2.01M | 0.31% | +102+1.2% | Added |
| Rothschild Investment LLC | 8,627 | $2.00M | 0.14% | +200+2.4% | Added |
| Berkshire Asset Management LLC | 8,622 | $2.00M | 0.10% | −52−0.6% | Reduced |
| IFG Advisory, LLC | 8,616 | $2.00M | 0.13% | +8,616 | New |
| Howard Capital Management Group, LLC | 8,615 | $1.99M | 0.15% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 8,582 | $1.99M | 0.63% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 8,554 | $1.98M | 0.78% | −292−3.3% | Reduced |
| Bank of New Hampshire | 8,552 | $1.98M | 0.51% | +527+6.6% | Added |
| iA Global Asset Management Inc. | 8,538 | $1.98M | 0.04% | −2,133−20.0% | Reduced |
| Investors Asset Management of Georgia Inc | 8,529 | $1.97M | 0.96% | +10.0% | Added |
| Sargent Investment Group, LLC | 8,504 | $1.97M | 0.40% | +2,915+52.2% | Added |
| Ingalls & Snyder LLC | 8,480 | $1.96M | 0.08% | −40−0.5% | Reduced |
| Sirios Capital Management L P | 8,462 | $1.96M | 0.34% | +626+8.0% | Added |
| Berkshire Bank | 8,456 | $1.96M | 0.49% | −734−8.0% | Reduced |
| Principle Wealth Partners LLC | 8,381 | $1.94M | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 8,349 | $1.93M | 0.14% | +1,116+15.4% | Added |
| Signet Investment Advisory Group, Inc. | 8,346 | $1.93M | 1.04% | −15−0.2% | Reduced |
| TKG Advisors, LLC | 8,337 | $1.93M | 1.05% | +8,337 | New |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $1.91M | 0.55% | +7,885+2,196.4% | Added |
| Davis Investment Partners, LLC | 7,969 | $1.90M | 0.78% | +1,042+15.0% | Added |
| Hardy Reed LLC | 8,199 | $1.90M | 0.19% | +8,199 | New |
| Horizon Investment Services, LLC | 8,171 | $1.89M | 0.89% | +8,171 | New |
| Lazard Freres Gestion S.A.S. | 8,235 | $1.89M | 0.04% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 8,163 | $1.89M | 0.90% | −364−4.3% | Reduced |