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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 4,156 | $962.3K | 0.18% | −4,157−50.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,149 | $960.8K | 0.03% | −239−5.4% | Reduced |
| Essex Investment Management Co LLC | 4,148 | $960.5K | 0.18% | −2,614−38.7% | Reduced |
| SRN Advisors, LLC | 4,146 | $960.0K | 0.80% | −2,390−36.6% | Reduced |
| American National Bank | 4,128 | $955.8K | 0.12% | +102+2.5% | Added |
| WBH Advisory Inc | 4,116 | $953.0K | 0.10% | +55+1.4% | Added |
| Baldwin Investment Management, LLC | 4,110 | $951.7K | 0.13% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 4,100 | $949.4K | 0.27% | +2,100+105.0% | Added |
| Ellevest, Inc. | 4,097 | $948.7K | 0.06% | +21+0.5% | Added |
| Evermay Wealth Management LLC | 4,041 | $935.7K | 0.15% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,040 | $935.0K | 0.23% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,031 | $933.0K | 0.26% | −91−2.2% | Reduced |
| Boston Financial Mangement LLC | 4,028 | $932.7K | 0.03% | −205−4.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,026 | $932.1K | 0.22% | −10−0.2% | Reduced |
| Capital Analysts, LLC | 4,024 | $932.0K | 0.04% | +162+4.2% | Added |
| Alhambra Investment Partners LLC | 4,015 | $929.7K | 0.51% | −150−3.6% | Reduced |
| Clarius Group, LLC | 4,011 | $928.7K | 0.07% | −229−5.4% | Reduced |
| Petrus Trust Company, LTA | 4,008 | $928.1K | 0.09% | +4,008 | New |
| Evanson Asset Management, LLC | 3,988 | $923.5K | 0.07% | +2+0.1% | Added |
| Centerpoint Advisors, LLC | 3,970 | $919.0K | 0.33% | −17−0.4% | Reduced |
| Modern Wealth Management, LLC | 3,968 | $918.9K | 0.07% | +75+1.9% | Added |
| Mayflower Financial Advisors, LLC | 3,949 | $914.5K | 0.15% | +132+3.5% | Added |
| West Coast Financial LLC | 3,949 | $914.4K | 0.11% | +24+0.6% | Added |
| Colonial Trust Co | 3,926 | $909.1K | 0.16% | −9,116−69.9% | Reduced |
| Private Ocean, LLC | 3,921 | $908.0K | 0.08% | −32−0.8% | Reduced |
| First Western Trust Bank | 3,921 | $907.9K | 0.04% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 3,913 | $906.1K | 0.16% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 3,912 | $905.8K | 0.85% | −28−0.7% | Reduced |
| Jefferies Financial Group Inc. | 3,900 | $903.0K | 0.02% | −8,000−67.2% | Reduced |
| BigSur Wealth Management LLC | 3,900 | $903.0K | 0.28% | 00.0% | Unchanged |
| Next Level Private LLC | 3,894 | $901.7K | 0.41% | +5+0.1% | Added |
| Sanders Morris Harris LLC | 3,892 | $901.2K | 0.15% | 00.0% | Unchanged |
| Quest Partners LLC | 3,891 | $901.0K | 0.12% | +3,891 | New |
| United Community Bank | 3,863 | $894.5K | 0.36% | +3,863 | New |
| Sunflower Bank, N.A. | 3,857 | $893.1K | 0.21% | +67+1.8% | Added |
| MTM Investment Management, LLC | 3,822 | $885.0K | 0.36% | −6−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,867 | $884.8K | 0.13% | −193−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,481 | $880.9K | 0.06% | +590+20.4% | Added |
| Bridges Investment Management Inc | 3,804 | $880.8K | 0.01% | +2,604+217.0% | Added |
| LGT Fund Management Co Ltd. | 3,800 | $879.9K | 0.11% | +1,200+46.2% | Added |
| Spire Wealth Management | 3,793 | $878.2K | 0.03% | −522−12.1% | Reduced |
| Platform Technology Partners | 3,792 | $878.0K | 0.30% | +3,792 | New |
| Graypoint LLC | 3,779 | $875.1K | 0.06% | +822+27.8% | Added |
| Gratus Wealth Advisors, LLC | 3,596 | $871.6K | 0.15% | +116+3.3% | Added |
| Symmetry Partners, LLC | 3,718 | $861.0K | 0.04% | −540−12.7% | Reduced |
| Two Sigma Advisers, LP | 3,700 | $856.7K | 0.00% | −7,500−67.0% | Reduced |
| Aaron Wealth Advisors | 3,693 | $855.1K | 0.12% | +426+13.0% | Added |
| Aries Wealth Management | 3,689 | $854.2K | 0.27% | +75+2.1% | Added |
| Oxbow Advisors, LLC | 3,678 | $851.6K | 0.10% | −675−15.5% | Reduced |
| Breakwater Capital Group | 3,678 | $851.6K | 0.19% | −30−0.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $848.0K | 0.13% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,654 | $846.1K | 0.16% | +3,654 | New |
| Strategic Advisors LLC | 3,652 | $845.7K | 0.16% | −907−19.9% | Reduced |
| Accredited Investors Inc. | 3,653 | $845.7K | 0.05% | −175−4.6% | Reduced |
| Lazari Capital Management, Inc. | 3,643 | $843.5K | 0.38% | +113+3.2% | Added |
| Axxcess Wealth Management, LLC | 3,626 | $839.8K | 0.02% | −5,186−58.9% | Reduced |
| Saybrook Capital | 3,600 | $834.0K | 0.24% | 00.0% | Unchanged |
| Ecofi Investissements SA | 3,800 | $832.7K | 0.46% | +3,800 | New |
| Philadelphia Trust Co | 3,595 | $832.0K | 0.06% | +238+7.1% | Added |
| Oak Asset Management, LLC | 3,580 | $828.9K | 0.30% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,615 | $825.9K | 0.14% | +727+25.2% | Added |
| Virtus ETF Advisers LLC | 3,560 | $824.3K | 0.40% | −521−12.8% | Reduced |
| Olistico Wealth, LLC | 3,552 | $822.5K | 0.52% | +407+12.9% | Added |
| Wesbanco Bank Inc | 3,551 | $822.2K | 0.03% | −8−0.2% | Reduced |
| BSW Wealth Partners | 3,551 | $822.2K | 0.13% | −5−0.1% | Reduced |
| Alerus Financial NA | 3,550 | $822.0K | 0.06% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,537 | $819.0K | 0.23% | +788+28.7% | Added |
| Cornerstone Wealth Management, LLC | 3,536 | $818.8K | 0.06% | −23−0.6% | Reduced |
| Hills Bank & Trust Co | 3,524 | $816.0K | 0.07% | −4−0.1% | Reduced |
| Linscomb & Williams, Inc. | 3,510 | $812.7K | 0.04% | 00.0% | Unchanged |
| Parkside Investments, LLC | 3,500 | $810.4K | 0.13% | +3,500 | New |
| Cable Hill Partners, LLC | 3,481 | $806.0K | 0.09% | +3,481 | New |
| Cornerstone Wealth Group, LLC | 3,478 | $805.4K | 0.07% | +131+3.9% | Added |
| Sendero Wealth Management, LLC | 3,462 | $801.6K | 0.13% | −13,286−79.3% | Reduced |
| LVW Advisors, LLC | 3,452 | $799.3K | 0.12% | −32−0.9% | Reduced |
| Sage Mountain Advisors LLC | 3,436 | $795.5K | 0.07% | +746+27.7% | Added |
| MidWestOne Financial Group, Inc. | 3,431 | $794.4K | 0.14% | +27+0.8% | Added |
| Navellier & Associates Inc | 3,426 | $793.3K | 0.09% | −100−2.8% | Reduced |
| Resolute Wealth Strategies, LLC | 3,426 | $793.3K | 0.46% | +4+0.1% | Added |
| Richwood Investment Advisors, LLC | 3,411 | $789.7K | 0.69% | +10.0% | Added |
| Knightsbridge Asset Management, LLC | 3,392 | $785.4K | 0.19% | −107−3.1% | Reduced |
| Tanager Wealth Management LLP | 3,386 | $784.0K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,384 | $783.6K | 0.07% | +28+0.8% | Added |
| Leo Wealth, LLC | 3,360 | $782.5K | 0.08% | +1,141+51.4% | Added |
| Quadrant Private Wealth Management, LLC | 3,376 | $781.7K | 0.18% | +557+19.8% | Added |
| Defined Wealth Management, LLC | 3,359 | $777.8K | 0.54% | +12+0.4% | Added |
| US Asset Management LLC | 3,344 | $774.0K | 0.70% | −112−3.2% | Reduced |
| Cetera Trust Company, N.A | 3,335 | $772.2K | 0.48% | −100−2.9% | Reduced |
| Bell Bank | 3,327 | $770.4K | 0.06% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,326 | $770.1K | 0.11% | −327−9.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $768.4K | 0.17% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,315 | $768.0K | 0.38% | −40−1.2% | Reduced |
| Geller Advisors LLC | 3,308 | $766.0K | 0.06% | −10.0% | Reduced |
| Strategic Advocates LLC | 3,299 | $763.9K | 0.30% | −2,201−40.0% | Reduced |
| Kestra Investment Management, LLC | 3,282 | $759.9K | 0.05% | +3,282 | New |
| Burford Brothers, Inc. | 3,281 | $759.7K | 0.44% | +441+15.5% | Added |
| Sigma Investment Counselors Inc | 3,273 | $757.9K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,264 | $755.8K | 0.08% | −87−2.6% | Reduced |
| Hartford Financial Management Inc. | 3,258 | $754.4K | 0.16% | −30−0.9% | Reduced |
| Somerville Kurt F | 3,250 | $752.5K | 0.13% | −35−1.1% | Reduced |