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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 8,125 | $1.88M | 0.06% | −288−3.4% | Reduced |
| Osborne Partners Capital Management, LLC | 8,121 | $1.88M | 0.11% | −100−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,072 | $1.87M | 0.14% | +2,814+53.5% | Added |
| Vivid Wealth Management, LLC | 8,071 | $1.87M | 1.05% | +5,065+168.5% | Added |
| Lecap Asset Management Ltd | 8,064 | $1.87M | 0.40% | +8,064 | New |
| First Horizon Advisors, Inc. | 8,047 | $1.86M | 0.06% | −656−7.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,033 | $1.86M | 0.06% | +1,331+19.9% | Added |
| Citizens National Bank Trust Department | 8,029 | $1.86M | 0.41% | −10−0.1% | Reduced |
| Spears Abacus Advisors LLC | 8,013 | $1.86M | 0.04% | +20+0.3% | Added |
| Bryn Mawr Trust Co | 7,996 | $1.85M | 0.07% | −95−1.2% | Reduced |
| Alpha DNA Investment Management LLC | 7,956 | $1.84M | 1.05% | −430−5.1% | Reduced |
| Game Plan Financial Advisors, LLC | 7,933 | $1.84M | 0.91% | +7,803+6,002.3% | Added |
| Delphi Management Inc | 7,915 | $1.83M | 1.49% | +44+0.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,915 | $1.83M | 0.06% | +5,364+210.3% | Added |
| Ashton Thomas Private Wealth, LLC | 7,901 | $1.83M | 0.10% | +793+11.2% | Added |
| IFP Advisors, Inc | 7,827 | $1.81M | 0.07% | +4,540+138.1% | Added |
| SOA Wealth Advisors, LLC. | 7,822 | $1.81M | 0.36% | +1,164+17.5% | Added |
| Vise Technologies, Inc. | 7,783 | $1.80M | 0.32% | −312−3.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,748 | $1.79M | 0.44% | +2,814+57.0% | Added |
| Occudo Quantitative Strategies LP | 7,745 | $1.79M | 0.32% | +7,745 | New |
| GeoWealth Management, LLC | 7,740 | $1.79M | 0.08% | +3,066+65.6% | Added |
| Summit Global Investments | 7,735 | $1.79M | 0.12% | +5,219+207.4% | Added |
| Blue Zone Wealth Advisors, LLC | 7,731 | $1.79M | 0.62% | −716−8.5% | Reduced |
| Intellectus Partners, LLC | 7,696 | $1.78M | 0.49% | −150−1.9% | Reduced |
| Excalibur Management Corp | 7,668 | $1.78M | 0.72% | +10+0.1% | Added |
| Spinnaker Trust | 7,654 | $1.77M | 0.11% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 7,651 | $1.77M | 0.07% | −144−1.8% | Reduced |
| Dover Advisors, LLC | 7,639 | $1.77M | 1.09% | +202+2.7% | Added |
| Nicholas Hoffman & Company, LLC. | 7,630 | $1.77M | 0.08% | −968−11.3% | Reduced |
| Thoroughbred Financial Services, LLC | 7,614 | $1.76M | 0.12% | +3,853+102.4% | Added |
| Karpas Strategies, LLC | 7,600 | $1.76M | 0.55% | +191+2.6% | Added |
| Cape Cod Five Cents Savings Bank | 7,566 | $1.75M | 0.17% | −364−4.6% | Reduced |
| RMR Capital Management, LLC | 7,558 | $1.75M | 1.60% | −71−0.9% | Reduced |
| Palisade Asset Management, LLC | 7,558 | $1.75M | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,055 | $1.75M | 0.05% | +60+0.9% | Added |
| NBC Securities, Inc. | 7,551 | $1.75M | 0.16% | +278+3.8% | Added |
| Vident Advisory, LLC | 7,546 | $1.75M | 0.05% | +329+4.6% | Added |
| Western Wealth Management, LLC | 7,504 | $1.74M | 0.13% | +267+3.7% | Added |
| Oldfather Financial Services, LLC | 7,500 | $1.74M | 0.71% | −495−6.2% | Reduced |
| Holderness Investments Co | 7,492 | $1.73M | 0.41% | +100+1.4% | Added |
| Raab & Moskowitz Asset Management LLC | 7,466 | $1.73M | 0.47% | −147−1.9% | Reduced |
| Boltwood Capital Management | 7,452 | $1.73M | 0.54% | −508−6.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,442 | $1.72M | 0.10% | +532+7.7% | Added |
| Beach Investment Counsel Inc | 7,433 | $1.72M | 0.21% | −200−2.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,427 | $1.72M | 0.85% | +85+1.2% | Added |
| Gratus Capital LLC | 7,427 | $1.72M | 0.07% | +610+8.9% | Added |
| Stablepoint Partners, LLC | 6,934 | $1.72M | 0.33% | −468−6.3% | Reduced |
| Ibex Wealth Advisors | 7,410 | $1.72M | 0.27% | +7,410 | New |
| Flputnam Investment Management Co | 7,409 | $1.72M | 0.03% | +935+14.4% | Added |
| Veracity Capital LLC | 7,392 | $1.71M | 0.71% | +5+0.1% | Added |
| RMR Wealth Builders | 7,373 | $1.71M | 0.20% | +644+9.6% | Added |
| Associated Banc-Corp | 7,365 | $1.71M | 0.05% | +49+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,356 | $1.70M | 0.06% | −598−7.5% | Reduced |
| Applied Finance Capital Management, LLC | 7,345 | $1.70M | 0.08% | +7,345 | New |
| Gateway Investment Advisers LLC | 7,337 | $1.70M | 0.02% | −1,049−12.5% | Reduced |
| Nixon Peabody Trust Co | 7,304 | $1.69M | 0.15% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,295 | $1.69M | 0.14% | +5,601+330.6% | Added |
| Birinyi Associates Inc | 7,250 | $1.68M | 0.50% | 00.0% | Unchanged |
| McAdam, LLC | 7,209 | $1.67M | 0.10% | +129+1.8% | Added |
| Center for Financial Planning, Inc. | 7,202 | $1.67M | 0.24% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 7,262 | $1.67M | 0.68% | +110+1.5% | Added |
| AIA Group Ltd | 7,200 | $1.67M | 0.05% | +300+4.3% | Added |
| Everett Harris & Co | 7,188 | $1.66M | 0.02% | 00.0% | Unchanged |
| BancorpSouth Bank | 7,172 | $1.66M | 0.12% | +27+0.4% | Added |
| Van Strum & Towne Inc. | 7,140 | $1.65M | 0.60% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,126 | $1.65M | 0.05% | +355+5.2% | Added |
| WSFS Capital Management, LLC | 6,753 | $1.65M | 0.09% | +1,919+39.7% | Added |
| Auxier Asset Management | 7,098 | $1.64M | 0.26% | −90−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,561 | $1.64M | 0.02% | +800+13.9% | Added |
| American Trust | 7,043 | $1.63M | 0.13% | −2,076−22.8% | Reduced |
| Monte Financial Group, LLC | 7,000 | $1.62M | 0.72% | −50−0.7% | Reduced |
| Fort Point Capital Partners LLC | 6,993 | $1.62M | 0.21% | −7−0.1% | Reduced |
| Trust Asset Management LLC | 6,944 | $1.61M | 0.14% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 6,993 | $1.60M | 0.14% | −530−7.0% | Reduced |
| Advisory Research Inc | 6,906 | $1.60M | 0.30% | −1,041−13.1% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.59M | 0.91% | 00.0% | Unchanged |
| G&S Capital LLC | 6,527 | $1.59M | 0.69% | +4,372+202.9% | Added |
| MainStreet Investment Advisors LLC | 6,866 | $1.59M | 0.19% | −2,170−24.0% | Reduced |
| Piscataqua Savings Bank | 6,863 | $1.59M | 1.41% | −15−0.2% | Reduced |
| Legacy Edge Advisors, LLC | 6,843 | $1.58M | 0.29% | +1,266+22.7% | Added |
| Beacon Financial Group | 6,733 | $1.56M | 0.18% | −61−0.9% | Reduced |
| Bank Ozk | 6,714 | $1.55M | 0.67% | +2,082+44.9% | Added |
| Dynasty Wealth Management, LLC | 6,683 | $1.55M | 0.05% | +110+1.7% | Added |
| Symphony Financial, Ltd. Co. | 6,738 | $1.54M | 0.28% | −41−0.6% | Reduced |
| Groupama Asset Managment | 6,616 | $1.53M | 0.03% | +3,297+99.3% | Added |
| Forum Financial Management, LP | 6,590 | $1.53M | 0.03% | −362−5.2% | Reduced |
| Hilltop National Bank | 6,580 | $1.52M | 0.49% | +457+7.5% | Added |
| Arkadios Wealth Advisors | 6,560 | $1.52M | 0.10% | +4,422+206.8% | Added |
| Engineers Gate Manager LP | 6,557 | $1.52M | 0.03% | +3,445+110.7% | Added |
| Chesapeake Wealth Management | 6,556 | $1.52M | 0.55% | −569−8.0% | Reduced |
| Lake Street Financial LLC | 6,553 | $1.52M | 0.20% | −295−4.3% | Reduced |
| Relative Value Partners Group, LLC | 6,553 | $1.52M | 0.20% | +6,553 | New |
| Checchi Capital Advisers, LLC | 6,548 | $1.52M | 0.12% | +87+1.3% | Added |
| Greenwood Gearhart Inc | 6,513 | $1.51M | 0.14% | −110−1.7% | Reduced |
| PFG Investments, LLC | 6,502 | $1.51M | 0.11% | +373+6.1% | Added |
| Patten & Patten Inc | 6,488 | $1.50M | 0.11% | −45−0.7% | Reduced |
| Smithfield Trust Co | 6,487 | $1.50M | 0.08% | −116−1.8% | Reduced |
| USA Financial Portformulas Corp | 6,426 | $1.49M | 0.24% | +4,408+218.4% | Added |
| Aptus Capital Advisors, LLC | 6,424 | $1.49M | 0.03% | −97−1.5% | Reduced |
| Tredje AP-fonden | 6,406 | $1.48M | 0.01% | −6,000−48.4% | Reduced |