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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 3,247 | $752.2K | 0.33% | +157+5.1% | Added |
| Proficio Capital Partners LLC | 3,241 | $750.5K | 0.08% | −7,736−70.5% | Reduced |
| Plancorp, LLC | 3,240 | $750.2K | 0.03% | −169−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 3,236 | $749.2K | 0.09% | +224+7.4% | Added |
| Cidel Asset Management Inc | 3,225 | $746.7K | 0.06% | −220−6.4% | Reduced |
| Summit Financial, LLC | 3,221 | $745.7K | 0.03% | +3,221 | New |
| Financial Management Network Inc | 3,163 | $745.3K | 0.18% | 00.0% | Unchanged |
| First Foundation Advisors | 3,218 | $745.2K | 0.03% | −43−1.3% | Reduced |
| Tompkins Financial Corp | 3,216 | $744.7K | 0.08% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 3,212 | $744.0K | 0.09% | −16−0.5% | Reduced |
| Altfest L J & Co Inc | 3,212 | $744.0K | 0.10% | +21+0.7% | Added |
| Basepoint Wealth LLC | 3,211 | $743.5K | 0.59% | −580−15.3% | Reduced |
| First International Bank & Trust | 3,185 | $737.5K | 0.25% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,155 | $730.5K | 0.20% | −50−1.6% | Reduced |
| Brown Financial Advisors | 3,151 | $729.6K | 0.33% | +3,151 | New |
| Westmount Partners, LLC | 3,114 | $728.2K | 0.24% | −18−0.6% | Reduced |
| Eagle Ridge Investment Management | 3,139 | $726.8K | 0.07% | 00.0% | Unchanged |
| Exchange Bank | 3,137 | $726.4K | 0.62% | +28+0.9% | Added |
| Fort Pitt Capital Group, LLC | 3,136 | $726.1K | 0.02% | +34+1.1% | Added |
| Pekin Hardy Strauss, Inc. | 3,132 | $725.2K | 0.10% | −43−1.4% | Reduced |
| Old Mission Investment Co LLC | 3,128 | $724.2K | 0.23% | −2−0.1% | Reduced |
| Aigen Investment Management, LP | 3,113 | $720.8K | 0.14% | +2,153+224.3% | Added |
| Purus Wealth Management, LLC | 3,112 | $720.7K | 0.32% | +4+0.1% | Added |
| Clean Yield Group | 3,090 | $715.5K | 0.27% | +58+1.9% | Added |
| Ridgewood Investments LLC | 3,090 | $715.4K | 0.36% | −10.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,080 | $713.0K | 0.04% | +61+2.0% | Added |
| Cozad Asset Management Inc | 3,079 | $712.9K | 0.07% | +508+19.8% | Added |
| Cary Street Partners Asset Management LLC | 3,074 | $711.7K | 0.10% | +35+1.2% | Added |
| SPC Financial, Inc. | 3,071 | $711.1K | 0.07% | −200−6.1% | Reduced |
| Bath Savings Trust Co | 3,064 | $709.5K | 0.08% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,048 | $705.8K | 0.20% | −299−8.9% | Reduced |
| Hoylecohen, LLC | 3,040 | $704.0K | 0.05% | −47−1.5% | Reduced |
| Outlook Wealth Advisors, LLC | 3,040 | $703.9K | 0.34% | −50−1.6% | Reduced |
| LongView Wealth Management | 3,038 | $703.4K | 0.26% | +159+5.5% | Added |
| ERn Financial, LLC | 3,037 | $703.2K | 0.12% | +2+0.1% | Added |
| Embree Financial Group | 3,027 | $701.0K | 0.13% | +78+2.6% | Added |
| Catalina Capital Group, LLC | 3,027 | $700.9K | 0.27% | +611+25.3% | Added |
| Atlas Private Wealth Advisors | 3,021 | $699.6K | 0.11% | +1,483+96.4% | Added |
| Advisor OS, LLC | 3,016 | $698.4K | 0.08% | +343+12.8% | Added |
| Essex Savings Bank | 3,011 | $697.2K | 0.19% | −110−3.5% | Reduced |
| Quent Capital, LLC | 3,008 | $696.4K | 0.08% | +26+0.9% | Added |
| Acima Private Wealth, LLC | 3,000 | $694.6K | 0.26% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $694.6K | 0.18% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,000 | $694.6K | 0.67% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $694.6K | 0.29% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,965 | $686.5K | 0.16% | +55+1.9% | Added |
| Tradition Wealth Management, LLC | 2,957 | $684.8K | 0.07% | +9+0.3% | Added |
| Centennial Bank | 2,931 | $678.7K | 0.33% | +61+2.1% | Added |
| XR Securities LLC | 2,922 | $676.6K | 1.14% | +2,922 | New |
| Texas Yale Capital Corp. | 2,921 | $676.4K | 0.03% | +5+0.2% | Added |
| Everhart Financial Group, Inc. | 2,920 | $676.1K | 0.18% | +546+23.0% | Added |
| PDS Planning, Inc | 2,918 | $675.7K | 0.07% | +3+0.1% | Added |
| Twin Lakes Capital Management, LLC | 2,910 | $673.9K | 0.46% | +3+0.1% | Added |
| Legal Advantage Investments, Inc. | 2,900 | $671.5K | 0.39% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,882 | $667.3K | 0.24% | +345+13.6% | Added |
| Nilsine Partners, LLC | 2,881 | $667.1K | 0.09% | +38+1.3% | Added |
| Portside Wealth Group, LLC | 2,872 | $665.0K | 0.13% | −218−7.1% | Reduced |
| Bank Hapoalim BM | 2,870 | $665.0K | 0.09% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,867 | $663.9K | 0.12% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,865 | $663.4K | 0.05% | +95+3.4% | Added |
| Hobbs Group Advisors, LLC | 2,863 | $662.9K | 0.25% | +2,863 | New |
| Bristol John W & Co Inc | 2,851 | $660.1K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,848 | $659.5K | 0.20% | −50−1.7% | Reduced |
| Abbrea Capital, LLC | 2,837 | $657.0K | 0.09% | −205−6.7% | Reduced |
| Skopos Labs, Inc. | 2,886 | $656.9K | 0.28% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,827 | $654.6K | 0.24% | −1,123−28.4% | Reduced |
| Union Savings Bank | 2,822 | $653.4K | 0.34% | −96−3.3% | Reduced |
| Red Cedar Investment Management, LLC | 2,814 | $651.6K | 0.09% | +2,814 | New |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $650.7K | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,809 | $650.4K | 0.02% | −155−5.2% | Reduced |
| CoreFirst Bank & Trust | 2,808 | $650.2K | 0.44% | −15−0.5% | Reduced |
| McIlrath & Eck, LLC | 2,802 | $648.8K | 0.10% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $648.7K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $648.3K | 0.48% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $648.3K | 0.35% | +300+12.0% | Added |
| Arrow Financial Corp | 2,793 | $646.7K | 0.06% | −140−4.8% | Reduced |
| TCG Advisory Services, LLC | 2,786 | $645.0K | 0.03% | +204+7.9% | Added |
| Lindbrook Capital, LLC | 2,768 | $640.8K | 0.06% | +164+6.3% | Added |
| Marcum Wealth, LLC | 2,765 | $640.2K | 0.06% | −83−2.9% | Reduced |
| Fortune Financial Advisors, LLC | 2,756 | $638.1K | 0.39% | −26−0.9% | Reduced |
| Marietta Investment Partners LLC | 2,750 | $636.8K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,748 | $636.3K | 0.07% | −3−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,744 | $635.6K | 0.06% | −1,129−29.2% | Reduced |
| Revisor Wealth Management LLC | 2,731 | $632.4K | 0.44% | −2,719−49.9% | Reduced |
| Larson Financial Group LLC | 2,730 | $632.2K | 0.04% | +212+8.4% | Added |
| MCF Advisors LLC | 2,727 | $631.5K | 0.05% | +20+0.7% | Added |
| Millington Financial Advisors, LLC | 2,727 | $631.4K | 0.44% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,723 | $630.0K | 0.40% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,719 | $629.5K | 0.16% | +44+1.6% | Added |
| Hanson & Doremus Investment Management | 2,712 | $628.0K | 0.11% | −53−1.9% | Reduced |
| Triangle Securities Wealth Management | 2,710 | $627.5K | 0.18% | 00.0% | Unchanged |
| Greenland Capital Management LP | 2,706 | $626.6K | 0.13% | +2,706 | New |
| Shufro Rose & Co LLC | 2,705 | $626.3K | 0.05% | +172+6.8% | Added |
| Hillsdale Investment Management Inc. | 2,700 | $625.2K | 0.05% | +2,072+329.9% | Added |
| PFC Capital Group, Inc. | 2,700 | $625.0K | 0.31% | 00.0% | Unchanged |
| TNF LLC | 2,579 | $621.6K | 0.23% | −16−0.6% | Reduced |
| Belpointe Asset Management LLC | 2,680 | $620.6K | 0.04% | −976−26.7% | Reduced |
| Athena Investment Management | 2,675 | $619.4K | 0.38% | −25−0.9% | Reduced |
| REDW Wealth LLC | 2,673 | $618.9K | 0.16% | −25−0.9% | Reduced |
| Lewis Asset Management, LLC | 2,669 | $618.1K | 0.47% | +90+3.5% | Added |