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
- 2,348
- +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
- 829 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 |
|---|---|---|---|---|---|
| Borer Denton & Associates, Inc. | 2,662 | $616.4K | 0.22% | −1,000−27.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,661 | $616.2K | 0.31% | +400+17.7% | Added |
| Legacy Financial Advisors, Inc. | 2,654 | $614.5K | 0.11% | +188+7.6% | Added |
| FinTrust Capital Advisors, LLC | 2,651 | $613.8K | 0.12% | +125+4.9% | Added |
| Tiemann Investment Advisors, LLC | 2,651 | $613.8K | 0.27% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,646 | $612.7K | 0.01% | −20,815−88.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,640 | $611.3K | 0.05% | +137+5.5% | Added |
| CTC Alternative Strategies, Ltd. | 2,629 | $608.7K | 0.26% | +2,629 | New |
| Outfitter Financial LLC | 2,625 | $607.8K | 0.51% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,608 | $603.9K | 0.02% | +508+24.2% | Added |
| Balboa Wealth Partners | 2,604 | $603.0K | 0.16% | +2,604 | New |
| Pioneer Trust Bank N A | 2,600 | $602.0K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,593 | $600.4K | 0.11% | +44+1.7% | Added |
| Trueblood Wealth Management, LLC | 2,589 | $599.5K | 0.34% | +517+25.0% | Added |
| McLean Asset Management Corp | 2,504 | $598.3K | 0.19% | +33+1.3% | Added |
| First City Capital Management, Inc. | 2,582 | $597.9K | 0.34% | +335+14.9% | Added |
| Mechanics Bank Trust Department | 2,580 | $597.4K | 0.09% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,572 | $595.5K | 0.22% | +1,215+89.5% | Added |
| Tritonpoint Wealth, LLC | 2,569 | $595.0K | 0.06% | −19−0.7% | Reduced |
| Sippican Capital Advisors | 2,559 | $592.5K | 0.47% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,553 | $591.2K | 0.09% | −97−3.7% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $590.5K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,547 | $590.0K | 0.04% | +2,547 | New |
| 1858 Wealth Management, LLC | 2,546 | $589.5K | 0.49% | −331−11.5% | Reduced |
| Global Trust Asset Management, LLC | 2,539 | $587.9K | 0.24% | −60−2.3% | Reduced |
| Harbour Investment Management LLC | 2,539 | $587.9K | 0.27% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,538 | $587.7K | 0.01% | +2,538 | New |
| Founders Financial Securities LLC | 2,531 | $586.1K | 0.06% | +1,056+71.6% | Added |
| Hunter Associates Investment Management LLC | 2,524 | $585.0K | 0.10% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,515 | $582.3K | 0.15% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,513 | $581.9K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,509 | $581.0K | 0.03% | −46,586−94.9% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $580.3K | 0.25% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,503 | $579.6K | 0.36% | −7−0.3% | Reduced |
| Partnership Wealth Management, LLC | 2,503 | $579.5K | 0.43% | −250−9.1% | Reduced |
| Founders Financial Alliance, LLC | 2,501 | $579.1K | 0.17% | −93−3.6% | Reduced |
| Hendley & Co Inc | 2,500 | $579.0K | 0.21% | +2,500 | New |
| Accent Capital Management, LLC | 2,500 | $578.9K | 0.36% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,497 | $578.1K | 0.12% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,495 | $577.7K | 0.18% | +115+4.8% | Added |
| Sage Capital Management, LLC | 2,493 | $577.3K | 0.30% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,482 | $574.7K | 0.04% | +930+59.9% | Added |
| MWA Asset Management | 2,481 | $574.4K | 0.41% | −84−3.3% | Reduced |
| Achmea Investment Management B.V. | 2,479 | $574.0K | 0.01% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,461 | $569.8K | 0.13% | 00.0% | Unchanged |
| Charter Trust Co | 2,442 | $565.4K | 0.04% | −267−9.9% | Reduced |
| Impact Partnership Wealth, LLC | 2,427 | $562.0K | 0.15% | +2,420+34,571.4% | Added |
| Auxano Advisors, LLC | 2,424 | $561.3K | 0.16% | +23+1.0% | Added |
| Acropolis Investment Management, LLC | 2,422 | $560.8K | 0.04% | −95−3.8% | Reduced |
| LM Advisors LLC | 2,419 | $560.0K | 0.00% | −2,460−50.4% | Reduced |
| Stonebridge Capital Advisors LLC | 2,417 | $559.7K | 0.05% | −15−0.6% | Reduced |
| Prelude Capital Management, LLC | 2,415 | $559.2K | 0.05% | −143−5.6% | Reduced |
| Trillium Asset Management, LLC | 2,414 | $559.0K | 0.01% | −87−3.5% | Reduced |
| Aua Capital Management, LLC | 2,412 | $558.5K | 0.34% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $558.0K | 0.19% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $557.1K | 0.09% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $555.7K | 0.01% | −5−0.2% | Reduced |
| DT Investment Partners, LLC | 2,397 | $555.0K | 0.05% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,398 | $555.0K | 0.20% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,387 | $552.7K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,384 | $552.0K | 0.16% | −46−1.9% | Reduced |
| Charles Schwab Trust Co | 2,379 | $550.9K | 0.05% | +23+1.0% | Added |
| Weaver Consulting Group | 2,378 | $550.6K | 0.19% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,375 | $549.9K | 0.15% | −32−1.3% | Reduced |
| Princeton Global Asset Management LLC | 2,369 | $548.5K | 0.12% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,354 | $545.2K | 0.13% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $544.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,350 | $544.0K | 0.10% | +256+12.2% | Added |
| 9258 Wealth Management, LLC | 2,340 | $541.9K | 0.08% | −11−0.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $541.4K | 0.08% | 00.0% | Unchanged |
| Allstate Corp | 2,332 | $540.0K | 0.04% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 2,326 | $538.6K | 0.29% | +270+13.1% | Added |
| Raleigh Capital Management Inc. | 2,326 | $538.5K | 0.23% | +165+7.6% | Added |
| Silver Lake Advisory, LLC | 2,319 | $536.9K | 0.24% | +4+0.2% | Added |
| Sapient Capital LLC | 2,318 | $536.7K | 0.01% | −112−4.6% | Reduced |
| Catalyst Financial Partners LLC | 2,303 | $533.3K | 0.12% | +94+4.3% | Added |
| Fiducient Advisors LLC | 2,281 | $528.3K | 0.07% | +25+1.1% | Added |
| Physicians Financial Services, Inc. | 2,270 | $526.0K | 0.17% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $523.1K | 0.22% | 00.0% | Unchanged |
| Addison Capital Co | 2,254 | $521.9K | 0.23% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,250 | $521.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,244 | $519.6K | 0.08% | −1,365−37.8% | Reduced |
| Quantum Private Wealth, LLC | 2,240 | $518.7K | 0.18% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 2,239 | $518.3K | 0.18% | +187+9.1% | Added |
| Dechtman Wealth Management, LLC | 2,232 | $516.9K | 0.12% | +6+0.3% | Added |
| Wealth Architects, LLC | 2,225 | $515.2K | 0.06% | −20−0.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,221 | $514.0K | 0.24% | 00.0% | Unchanged |
| Umpqua Bank | 2,217 | $513.3K | 0.20% | −21−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,213 | $512.6K | 0.00% | +9+0.4% | Added |
| Ridgecrest Wealth Partners, LLC | 2,213 | $512.4K | 0.31% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,212 | $512.2K | 0.14% | −67−2.9% | Reduced |
| Arista Wealth Management, LLC | 2,212 | $512.1K | 0.13% | +2,212 | New |
| Crumly & Associates Inc. | 2,207 | $511.0K | 0.15% | +71+3.3% | Added |
| Delta Investment Management, LLC | 2,205 | $510.6K | 0.11% | −1,468−40.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,203 | $510.1K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Group | 2,202 | $509.9K | 0.06% | −23−1.0% | Reduced |
| Bangor Savings Bank | 2,200 | $509.4K | 0.05% | +108+5.2% | Added |
| Phoenix Wealth Advisors | 2,197 | $508.5K | 0.26% | +142+6.9% | Added |
| Cyndeo Wealth Partners, LLC | 2,176 | $503.9K | 0.04% | +2,176 | New |
| Rossmore Private Capital | 2,174 | $503.4K | 0.07% | −122−5.3% | Reduced |