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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 5,136 | $1.19M | 0.15% | +5,136 | New |
| Sterling Wealth Management, Inc. | 5,128 | $1.19M | 0.56% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,054 | $1.17M | 0.05% | +3+0.1% | Added |
| Barden Capital Management, Inc. | 5,056 | $1.17M | 1.10% | −256−4.8% | Reduced |
| Cornerstone Planning Group LLC | 5,167 | $1.17M | 0.33% | +166+3.3% | Added |
| Leavell Investment Management, Inc. | 5,013 | $1.16M | 0.06% | +588+13.3% | Added |
| Spirit of America Management Corp | 5,000 | $1.16M | 0.23% | 00.0% | Unchanged |
| Wealth Alliance | 4,982 | $1.15M | 0.15% | −288−5.5% | Reduced |
| Legacy Advisors, LLC | 4,976 | $1.15M | 0.14% | +247+5.2% | Added |
| Confluence Wealth Services, Inc. | 4,951 | $1.15M | 0.09% | −20−0.4% | Reduced |
| Levin Capital Strategies, L.P. | 4,915 | $1.14M | 0.12% | −200−3.9% | Reduced |
| Saxon Interests, Inc. | 4,900 | $1.13M | 0.54% | +87+1.8% | Added |
| Moloney Securities Asset Management, LLC | 4,898 | $1.13M | 0.16% | −3,255−39.9% | Reduced |
| Vista Wealth Management Group, LLC | 4,870 | $1.13M | 0.08% | +645+15.3% | Added |
| Essex Financial Services, Inc. | 4,828 | $1.13M | 0.08% | +659+15.8% | Added |
| Garde Capital, Inc. | 4,838 | $1.12M | 0.08% | −175−3.5% | Reduced |
| Sentry Investment Management LLC | 4,834 | $1.12M | 0.50% | −990−17.0% | Reduced |
| Chicago Partners Investment Group LLC | 4,424 | $1.12M | 0.04% | +45+1.0% | Added |
| Prostatis Group LLC | 4,747 | $1.12M | 0.39% | +67+1.4% | Added |
| Beaumont Asset Management, L.L.C. | 4,811 | $1.11M | 0.72% | +51+1.1% | Added |
| Leisure Capital Management | 4,799 | $1.11M | 0.52% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,785 | $1.11M | 0.24% | +493+11.5% | Added |
| Boyar Asset Management Inc. | 4,785 | $1.11M | 0.76% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,782 | $1.11M | 0.63% | +183+4.0% | Added |
| Ignite Planners, LLC | 4,682 | $1.10M | 0.27% | +43+0.9% | Added |
| 3Chopt Investment Partners, LLC | 4,753 | $1.10M | 0.34% | +4,753 | New |
| North Star Investment Management Corp. | 4,723 | $1.09M | 0.08% | −945−16.7% | Reduced |
| VisionPoint Advisory Group, LLC | 4,720 | $1.09M | 0.39% | −205−4.2% | Reduced |
| Muirfield Wealth Advisors LLC | 4,716 | $1.09M | 1.02% | +14+0.3% | Added |
| IHT Wealth Management, LLC | 4,714 | $1.09M | 0.04% | −36−0.8% | Reduced |
| First Command Advisory Services, Inc. | 4,709 | $1.09M | 0.01% | +4,709 | New |
| Papp L Roy & Associates | 4,700 | $1.09M | 0.13% | −21−0.4% | Reduced |
| Washington Trust Co | 4,656 | $1.08M | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,645 | $1.08M | 0.08% | +929+25.0% | Added |
| Koshinski Asset Management, Inc. | 4,506 | $1.07M | 0.10% | +375+9.1% | Added |
| Byrne Asset Management LLC | – | $1.07M | 0.76% | – | – |
| Western Financial Corp | 4,622 | $1.07M | 0.65% | +4,622 | New |
| WMS Partners, LLC | 4,617 | $1.07M | 0.07% | +2,215+92.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $1.07M | 0.69% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,594 | $1.06M | 0.04% | −36−0.8% | Reduced |
| Sentry LLC | 4,591 | $1.06M | 0.20% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 4,585 | $1.06M | 0.10% | −649−12.4% | Reduced |
| PFG Advisors | 4,580 | $1.06M | 0.07% | +146+3.3% | Added |
| Advisors Capital Management, LLC | 4,577 | $1.06M | 0.02% | +113+2.5% | Added |
| Fullcircle Wealth LLC | 4,386 | $1.06M | 0.52% | +4,386 | New |
| Twelve Points Wealth Management LLC | 4,564 | $1.06M | 0.37% | +26+0.6% | Added |
| Tufton Capital Management | 4,560 | $1.06M | 0.21% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,558 | $1.06M | 0.11% | −171−3.6% | Reduced |
| Allegheny Financial Group LTD | 4,550 | $1.05M | 0.30% | +20.0% | Added |
| TCI Wealth Advisors, Inc. | 4,544 | $1.05M | 0.10% | −93−2.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,541 | $1.05M | 0.18% | −10−0.2% | Reduced |
| Eisler Capital (UK) Ltd. | 4,535 | $1.05M | 0.34% | +2,279+101.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,518 | $1.05M | 0.19% | −648−12.5% | Reduced |
| Avestar Capital, LLC | 4,508 | $1.04M | 0.12% | +1,726+62.0% | Added |
| Conning Inc. | 4,507 | $1.04M | 0.04% | +107+2.4% | Added |
| Bridgefront Capital, LLC | 4,505 | $1.04M | 0.43% | +4,505 | New |
| Manchester Capital Management LLC | 4,505 | $1.04M | 0.13% | −691−13.3% | Reduced |
| Stamos Capital Partners, L.P. | 4,500 | $1.04M | 0.22% | +4,500 | New |
| Ervin Investment Management, LLC | 4,481 | $1.04M | 0.72% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4,476 | $1.04M | 0.38% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,476 | $1.04M | 0.08% | +32+0.7% | Added |
| Orrstown Financial Services Inc | 4,473 | $1.04M | 0.55% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,471 | $1.04M | 0.04% | −20−0.4% | Reduced |
| Aspire Private Capital, LLC | 4,461 | $1.03M | 0.27% | +207+4.9% | Added |
| WealthTrust Axiom LLC | 4,457 | $1.03M | 0.34% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,437 | $1.03M | 0.24% | +5+0.1% | Added |
| Bridgewater Associates, LP | 4,426 | $1.02M | 0.01% | −12,380−73.7% | Reduced |
| Sage Rhino Capital LLC | 4,422 | $1.02M | 0.24% | −9−0.2% | Reduced |
| Atlas Brown,Inc. | 4,415 | $1.02M | 0.37% | +10+0.2% | Added |
| Delta Financial Group, Inc. | 4,409 | $1.02M | 0.43% | −149−3.3% | Reduced |
| Resources Management Corp | 4,405 | $1.02M | 0.15% | −25−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 4,378 | $1.01M | 0.03% | +138+3.3% | Added |
| Midland Wealth Advisors LLC | 4,370 | $1.01M | 0.06% | +88+2.1% | Added |
| Schulhoff & Co Inc | 4,370 | $1.01M | 0.46% | 00.0% | Unchanged |
| Guardian Investment Management | 4,367 | $1.01M | 0.74% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,365 | $1.01M | 0.64% | +550+14.4% | Added |
| Wealthcare Advisory Partners LLC | 4,363 | $1.01M | 0.03% | −187−4.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,354 | $1.01M | 0.54% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,347 | $1.01M | 0.01% | −31,702−87.9% | Reduced |
| Red Door Wealth Management, LLC | 4,336 | $1.00M | 0.18% | +37+0.9% | Added |
| Bedel Financial Consulting, Inc. | 4,335 | $1.00M | 0.15% | −130−2.9% | Reduced |
| Capricorn Fund Managers Ltd | 4,330 | $1.00M | 0.71% | +4,330 | New |
| First Affirmative Financial Network | 4,312 | $998.5K | 0.69% | −176−3.9% | Reduced |
| Proathlete Wealth Management LLC | 4,311 | $998.3K | 0.47% | −7−0.2% | Reduced |
| Green Harvest Asset Management LLC | 4,307 | $997.3K | 0.02% | +4,307 | New |
| Atomi Financial Group, Inc. | 4,302 | $996.2K | 0.07% | +1,110+34.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,287 | $992.7K | 0.14% | −300−6.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,260 | $986.4K | 0.17% | −100−2.3% | Reduced |
| Benin Management CORP | 4,254 | $985.0K | 0.30% | 00.0% | Unchanged |
| Solitude Financial Services | 4,240 | $981.8K | 0.46% | +447+11.8% | Added |
| Wellington Shields & Co., LLC | 4,220 | $977.1K | 0.32% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,175 | $976.1K | 0.05% | +1,468+54.2% | Added |
| Lyell Wealth Management, LP | 4,205 | $973.7K | 0.09% | 00.0% | Unchanged |
| Capital Management Associates | 4,196 | $971.6K | 1.15% | −112−2.6% | Reduced |
| Salem Investment Counselors Inc | 4,187 | $969.5K | 0.03% | +208+5.2% | Added |
| Prairie Sky Financial Group LLC | 4,181 | $968.2K | 0.60% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 4,173 | $966.3K | 0.62% | −400−8.7% | Reduced |
| Canopy Partners, LLC | 4,172 | $966.0K | 0.45% | +399+10.6% | Added |
| Oakworth Capital, Inc. | 4,170 | $965.6K | 0.07% | +298+7.7% | Added |
| Jamison Private Wealth Management, Inc. | 4,164 | $964.1K | 0.16% | −616−12.9% | Reduced |