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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 6,384 | $1.48M | 0.27% | −400−5.9% | Reduced |
| S&CO Inc | 6,386 | $1.48M | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,373 | $1.48M | 0.04% | +716+12.7% | Added |
| Parisi Gray Wealth Management | 6,351 | $1.47M | 0.53% | +46+0.7% | Added |
| Daymark Wealth Partners, LLC | 100,931 | $1.47M | 0.07% | +664+0.7% | Added |
| Aurora Private Wealth, Inc. | 6,341 | $1.47M | 1.29% | −21−0.3% | Reduced |
| Abundance Wealth Counselors | 6,335 | $1.47M | 0.68% | +190+3.1% | Added |
| Stratos Wealth Advisors, LLC | 6,286 | $1.46M | 0.07% | +3,588+133.0% | Added |
| Venturi Wealth Management, LLC | 6,284 | $1.46M | 0.09% | +270+4.5% | Added |
| Diligent Investors, LLC | 6,246 | $1.45M | 0.36% | −176−2.7% | Reduced |
| Busey Wealth Management | 6,235 | $1.44M | 0.05% | −435−6.5% | Reduced |
| HTLF Bank | 6,208 | $1.44M | 0.16% | +6+0.1% | Added |
| Bank of Hawaii | 6,202 | $1.44M | 0.07% | −805−11.5% | Reduced |
| Washington Trust Advisors, Inc. | 6,182 | $1.43M | 0.13% | −236−3.7% | Reduced |
| Financial Counselors Inc | 6,129 | $1.42M | 0.02% | +832+15.7% | Added |
| Ascent Group, LLC | 6,121 | $1.42M | 0.12% | +226+3.8% | Added |
| Focus Financial Network, Inc. | 5,670 | $1.42M | 0.06% | +687+13.8% | Added |
| Panagora Asset Management Inc | 6,111 | $1.42M | 0.01% | −1,995−24.6% | Reduced |
| We Are One Seven, LLC | 6,103 | $1.41M | 0.07% | −195−3.1% | Reduced |
| Community Bank, N.A. | 6,047 | $1.40M | 0.18% | −150−2.4% | Reduced |
| Lee Danner & Bass Inc | 6,040 | $1.40M | 0.11% | +6,040 | New |
| Weil Company, Inc. | 6,035 | $1.40M | 0.51% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6,005 | $1.39M | 0.03% | −10−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,991 | $1.39M | 0.07% | +467+8.5% | Added |
| Ameritas Investment Partners, Inc. | 5,980 | $1.38M | 0.05% | −206−3.3% | Reduced |
| Prospera Financial Services Inc | 5,962 | $1.38M | 0.04% | +421+7.6% | Added |
| Cambridge Financial Group, LLC | 5,966 | $1.38M | 0.63% | +24+0.4% | Added |
| YHB Investment Advisors, Inc. | 5,961 | $1.38M | 0.12% | +20+0.3% | Added |
| Ransom Advisory, Ltd | 5,946 | $1.38M | 0.69% | 00.0% | Unchanged |
| Twin Capital Management Inc | 5,945 | $1.38M | 0.16% | 00.0% | Unchanged |
| Westpac Banking Corp | 5,897 | $1.37M | 0.11% | 00.0% | Unchanged |
| Weik Capital Management | 5,878 | $1.36M | 0.58% | −350−5.6% | Reduced |
| Stokes Family Office, LLC | 5,867 | $1.36M | 0.16% | +100+1.7% | Added |
| AXS Investments LLC | 5,850 | $1.35M | 0.38% | −785−11.8% | Reduced |
| Cigna Investments Inc | 5,846 | $1.35M | 0.25% | −313−5.1% | Reduced |
| Fielder Capital Group LLC | 5,836 | $1.35M | 0.52% | −117−2.0% | Reduced |
| BayBridge Capital Group, LLC | 5,816 | $1.35M | 1.05% | −39−0.7% | Reduced |
| TrinityPoint Wealth, LLC | 5,813 | $1.35M | 0.21% | +10+0.2% | Added |
| Highline Wealth Partners LLC | 5,810 | $1.35M | 0.51% | +5+0.1% | Added |
| Interchange Capital Partners, LLC | 5,800 | $1.34M | 0.49% | +4,342+297.8% | Added |
| GTS Securities LLC | 5,742 | $1.33M | 0.03% | −6,601−53.5% | Reduced |
| J. W. Coons Advisors, LLC | 5,742 | $1.33M | 0.32% | +200+3.6% | Added |
| Ledyard National Bank | 5,733 | $1.33M | 0.13% | −33−0.6% | Reduced |
| Woodstock Corp | 5,724 | $1.33M | 0.13% | −678−10.6% | Reduced |
| Trust Point Inc. | 5,713 | $1.32M | 0.11% | −491−7.9% | Reduced |
| Stonebrook Private Inc. | 5,712 | $1.32M | 0.38% | +55+1.0% | Added |
| First Citizens Bank & Trust Co | 5,702 | $1.32M | 0.02% | +69+1.2% | Added |
| Aspiriant, LLC | 5,696 | $1.32M | 0.05% | −634−10.0% | Reduced |
| Strategic Investment Advisors | 5,678 | $1.31M | 0.16% | −128−2.2% | Reduced |
| Profit Investment Management, LLC | 5,677 | $1.31M | 0.82% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,668 | $1.31M | 0.06% | +1,109+24.3% | Added |
| Mraz, Amerine & Associates, Inc. | 5,667 | $1.31M | 0.27% | +38+0.7% | Added |
| Crestwood Advisors Group LLC | 5,657 | $1.31M | 0.03% | −707−11.1% | Reduced |
| Hall Capital Management Co Inc | 5,646 | $1.31M | 0.62% | +151+2.7% | Added |
| Private Trust Co NA | 5,645 | $1.31M | 0.14% | −373−6.2% | Reduced |
| Hohimer Wealth Management, LLC | 5,643 | $1.31M | 0.30% | −46−0.8% | Reduced |
| Lavaca Capital LLC | 5,626 | $1.30M | 0.71% | +155+2.8% | Added |
| Diversify Advisory Services, LLC | 5,475 | $1.30M | 0.07% | −1,852−25.3% | Reduced |
| Syon Capital LLC | 5,582 | $1.29M | 0.12% | +37+0.7% | Added |
| Northcape Wealth Management, LLC | 5,580 | $1.29M | 0.47% | 00.0% | Unchanged |
| Simmons Bank | 5,567 | $1.29M | 0.10% | −999−15.2% | Reduced |
| Grove Bank & Trust | 5,566 | $1.29M | 0.21% | −1,059−16.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,562 | $1.29M | 0.10% | −222−3.8% | Reduced |
| Icon Advisers Inc | 5,500 | $1.29M | 0.29% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,544 | $1.28M | 0.14% | −51−0.9% | Reduced |
| Laurel Wealth Advisors LLC | 5,540 | $1.28M | 0.22% | −120−2.1% | Reduced |
| Flagship Harbor Advisors, LLC | 5,507 | $1.28M | 0.08% | +259+4.9% | Added |
| Geneos Wealth Management Inc. | 5,483 | $1.27M | 0.06% | +3,262+146.9% | Added |
| Wealthspire Advisors, LLC | 5,470 | $1.27M | 0.02% | −325−5.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,458 | $1.26M | 0.24% | +51+0.9% | Added |
| Eagle Asset Management Inc | 5,398 | $1.26M | 0.01% | +808+17.6% | Added |
| Waldron Private Wealth LLC | 5,450 | $1.26M | 0.06% | +184+3.5% | Added |
| Carr Financial Group Corp | 5,447 | $1.26M | 0.40% | +87+1.6% | Added |
| GAMMA Investing LLC | 5,440 | $1.26M | 0.17% | +1,278+30.7% | Added |
| RNC Capital Management LLC | 5,428 | $1.26M | 0.07% | −1,794−24.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,428 | $1.26M | 1.19% | −90−1.6% | Reduced |
| Magnus Financial Group LLC | 5,386 | $1.25M | 0.14% | +52+1.0% | Added |
| Edge Capital Group, LLC | 5,373 | $1.24M | 0.06% | −109−2.0% | Reduced |
| Level Four Advisory Services, LLC | 5,356 | $1.24M | 0.06% | +3,168+144.8% | Added |
| Mattson Financial Services, LLC | 5,316 | $1.23M | 0.44% | +5,316 | New |
| KRS Capital Management, LLC | 5,312 | $1.23M | 0.92% | −52−1.0% | Reduced |
| Laurion Capital Management LP | 5,310 | $1.23M | 0.04% | +5,310 | New |
| Ronald Blue Trust, Inc. | 5,395 | $1.23M | 0.02% | +1,151+27.1% | Added |
| Brighton Jones LLC | 5,301 | $1.23M | 0.04% | +297+5.9% | Added |
| CX Institutional | 5,288 | $1.22M | 0.06% | +564+11.9% | Added |
| Paloma Partners Management Co | 5,282 | $1.22M | 0.11% | −6,826−56.4% | Reduced |
| S.A. Mason LLC | 5,279 | $1.22M | 0.70% | +121+2.3% | Added |
| Highview Capital Management LLC | 5,277 | $1.22M | 0.51% | +5,277 | New |
| Gen-Wealth Partners Inc | 5,261 | $1.22M | 0.59% | −203−3.7% | Reduced |
| Convergence Investment Partners, LLC | 5,258 | $1.22M | 0.36% | +3,949+301.7% | Added |
| Ramirez Asset Management, Inc. | 5,229 | $1.21M | 0.25% | 00.0% | Unchanged |
| Mittelman Wealth Management | 5,229 | $1.21M | 0.78% | −125−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,219 | $1.21M | 0.13% | −30−0.6% | Reduced |
| RB Capital Management, LLC | 5,216 | $1.21M | 0.31% | +299+6.1% | Added |
| Pecaut & Co. | 5,214 | $1.21M | 0.46% | −126−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,201 | $1.20M | 0.07% | +5,201 | New |
| Factorial Partners, LLC | 5,200 | $1.20M | 0.74% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 5,191 | $1.20M | 0.27% | +30+0.6% | Added |
| Vectors Research Management, LLC | 5,189 | $1.20M | 0.37% | −100−1.9% | Reduced |
| Old National Bancorp | 5,163 | $1.20M | 0.03% | +49+1.0% | Added |