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 |
|---|---|---|---|---|---|
| Signature Wealth Management Partners, LLC | 2,171 | $502.7K | 0.38% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,169 | $502.2K | 0.12% | −53−2.4% | Reduced |
| Accurate Wealth Management, LLC | 2,055 | $501.2K | 0.12% | +57+2.9% | Added |
| Adirondack Trust Co | 2,163 | $500.8K | 0.20% | −8−0.4% | Reduced |
| Cadent Capital Advisors, LLC | 2,161 | $500.4K | 0.20% | +10.0% | Added |
| Yarbrough Capital, LLC | 2,161 | $500.4K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,152 | $498.6K | 0.12% | −100−4.4% | Reduced |
| Mystic Asset Management, Inc. | 2,143 | $496.2K | 0.20% | −20−0.9% | Reduced |
| Morningstar Investment Management LLC | 2,132 | $494.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,133 | $493.9K | 0.02% | −1,229−36.6% | Reduced |
| Simon Quick Advisors, LLC | 2,121 | $491.2K | 0.03% | +774+57.5% | Added |
| Sand Hill Global Advisors, LLC | 2,120 | $490.9K | 0.02% | +921+76.8% | Added |
| Prestige Wealth Management Group LLC | 2,116 | $490.0K | 0.11% | +1,434+210.3% | Added |
| Opal Wealth Advisors, LLC | 2,114 | $489.5K | 0.16% | −29−1.4% | Reduced |
| Dearborn Partners LLC | 2,114 | $489.5K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,111 | $488.8K | 0.33% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,110 | $488.5K | 0.05% | +200+10.5% | Added |
| Flagship Private Wealth, LLC | 2,106 | $487.6K | 0.29% | +80+3.9% | Added |
| Fairbanks Capital Management, Inc. | 2,101 | $486.5K | 0.32% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,100 | $486.3K | 0.08% | −50−2.3% | Reduced |
| Macroview Investment Management LLC | 2,100 | $486.3K | 0.52% | −13−0.6% | Reduced |
| Security National Bank of So Dak | 2,100 | $486.3K | 0.29% | 00.0% | Unchanged |
| U S Global Investors Inc | 2,100 | $486.3K | 0.05% | +2,100 | New |
| Skye Global Management LP | 2,100 | $486.3K | 0.01% | +2,100 | New |
| Ellis Investment Partners, LLC | 2,099 | $486.1K | 0.10% | −873−29.4% | Reduced |
| Pictet & Cie (Europe) SA | 2,096 | $485.3K | 0.01% | −5−0.2% | Reduced |
| Axq Capital, LP | 2,085 | $482.8K | 0.11% | +2,085 | New |
| Blume Capital Management, Inc. | 2,084 | $482.6K | 0.12% | 00.0% | Unchanged |
| Keel Point, LLC | 2,017 | $482.1K | 0.04% | +421+26.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,081 | $482.1K | 0.02% | +171+9.0% | Added |
| HCR Wealth Advisors | 2,075 | $480.5K | 0.07% | −64−3.0% | Reduced |
| Horizon Wealth Management, LLC | 2,071 | $479.4K | 0.11% | −175−7.8% | Reduced |
| Waters Parkerson & Co., LLC | 2,069 | $479.0K | 0.03% | −843−28.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,858 | $478.9K | 0.00% | −910−32.9% | Reduced |
| Capital Advisors Inc | 2,064 | $477.9K | 0.01% | +106+5.4% | Added |
| Relyea Zuckerberg Hanson LLC | 2,058 | $476.5K | 0.08% | +56+2.8% | Added |
| Motco | 2,055 | $475.8K | 0.03% | +610+42.2% | Added |
| Pacitti Group Inc. | 2,055 | $475.7K | 0.25% | +10.0% | Added |
| Fort Washington Investment Advisors Inc | 2,050 | $474.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,047 | $474.0K | 0.15% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,044 | $473.2K | 0.07% | +527+34.7% | Added |
| Sherbrooke Park Advisers LLC | 2,041 | $472.6K | 0.08% | +2,041 | New |
| Waddell & Associates, LLC | 2,036 | $471.4K | 0.06% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,027 | $469.4K | 0.31% | +16+0.8% | Added |
| Hazlett, Burt & Watson, Inc. | 2,026 | $469.0K | 0.24% | −80−3.8% | Reduced |
| Continuum Advisory, LLC | 2,024 | $468.8K | 0.07% | −18−0.9% | Reduced |
| Precedent Wealth Partners, LLC | 2,021 | $468.0K | 0.19% | +264+15.0% | Added |
| MEMBERS Trust Co | 2,021 | $468.0K | 0.01% | −7−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 2,015 | $466.6K | 0.01% | −3,031−60.1% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,014 | $466.3K | 0.24% | +10+0.5% | Added |
| Whitener Capital Management, Inc. | 2,010 | $465.4K | 0.14% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,008 | $464.9K | 0.25% | −177−8.1% | Reduced |
| Clear Harbor Asset Management, LLC | 2,000 | $463.1K | 0.04% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $463.1K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $463.1K | 0.08% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $463.1K | 0.45% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $463.0K | 0.39% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,995 | $461.9K | 0.21% | −17−0.8% | Reduced |
| AdvisorShares Investments LLC | 1,973 | $461.3K | 0.08% | −597−23.2% | Reduced |
| Capital Square, LLC | 1,884 | $461.1K | 0.30% | +12+0.6% | Added |
| SRS Capital Advisors, Inc. | 1,986 | $459.7K | 0.04% | +189+10.5% | Added |
| Toth Financial Advisory Corp | 1,979 | $458.2K | 0.06% | −115−5.5% | Reduced |
| Allen Investment Management LLC | 1,976 | $457.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,976 | $457.5K | 0.19% | 00.0% | Unchanged |
| KKM Financial LLC | 2,025 | $455.0K | 0.22% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,964 | $454.8K | 0.02% | +237+13.7% | Added |
| Sage Private Wealth Group, LLC | 1,962 | $454.3K | 0.38% | −331−14.4% | Reduced |
| Arcataur Capital Management LLC | 1,955 | $452.7K | 0.16% | −20−1.0% | Reduced |
| LMCG Investments, LLC | 1,953 | $452.2K | 0.03% | −121−5.8% | Reduced |
| TrueWealth Advisors, LLC | 1,950 | $451.6K | 0.17% | +437+28.9% | Added |
| Mechanics Financial Corp | 1,950 | $451.5K | 0.23% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,945 | $450.4K | 0.01% | −2,116−52.1% | Reduced |
| Sunbelt Securities, Inc. | 1,942 | $449.8K | 0.05% | −1−0.1% | Reduced |
| Independent Family Office, LLC | 1,932 | $447.4K | 0.26% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,931 | $447.1K | 0.24% | −70−3.5% | Reduced |
| Creative Financial Designs Inc | 1,930 | $446.9K | 0.04% | +1,547+403.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,384 | $446.6K | 0.09% | −739−23.7% | Reduced |
| Keudell/Morrison Wealth Management | 1,927 | $446.2K | 0.13% | −25−1.3% | Reduced |
| Integrated Advisors Network LLC | 1,927 | $446.1K | 0.02% | −19,081−90.8% | Reduced |
| Kozak & Associates, Inc. | 1,890 | $445.6K | 0.11% | −833−30.6% | Reduced |
| Headlands Technologies LLC | 1,910 | $442.3K | 0.05% | +887+86.7% | Added |
| Donaldson Capital Management, LLC | 1,908 | $441.8K | 0.02% | −29−1.5% | Reduced |
| Soltis Investment Advisors LLC | 1,905 | $441.1K | 0.05% | +179+10.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,903 | $440.6K | 0.44% | +2+0.1% | Added |
| Forte Capital LLC | 1,903 | $440.6K | 0.05% | −368−16.2% | Reduced |
| Diversified, LLC | 1,902 | $440.3K | 0.05% | +206+12.1% | Added |
| Cairn Investment Group, Inc. | 1,900 | $440.0K | 0.26% | 00.0% | Unchanged |
| Barton Investment Management | 1,900 | $439.9K | 0.06% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,896 | $439.0K | 0.12% | +1,896 | New |
| LaSalle St. Investment Advisors, LLC | 1,897 | $439.0K | 0.22% | −24,459−92.8% | Reduced |
| Transcend Wealth Collective, LLC | 1,881 | $435.6K | 0.03% | +165+9.6% | Added |
| Verity & Verity, LLC | 1,874 | $433.9K | 0.05% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $430.2K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,856 | $429.8K | 0.07% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,854 | $429.3K | 0.07% | −61−3.2% | Reduced |
| First National Bank | 1,850 | $428.4K | 0.32% | −61−3.2% | Reduced |
| 626 Financial, LLC | 1,833 | $424.3K | 0.25% | +1+0.1% | Added |
| Blueprint Investment Partners LLC | 1,831 | $423.9K | 0.09% | −102−5.3% | Reduced |
| Thrive Wealth Management, LLC | 1,827 | $423.1K | 0.08% | +25+1.4% | Added |
| Mountain Pacific Investment Advisers Inc | 1,825 | $422.6K | 0.03% | −75−3.9% | Reduced |