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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 1,824 | $422.4K | 0.03% | +729+66.6% | Added |
| 180 Wealth Advisors, LLC | 1,769 | $422.3K | 0.07% | +82+4.9% | Added |
| Blue Fin Capital, Inc. | 1,824 | $422.3K | 0.08% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,821 | $421.7K | 0.29% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 1,818 | $421.0K | 0.36% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 1,818 | $421.0K | 0.14% | +1,818 | New |
| Central Bank & Trust Co | 1,815 | $420.3K | 0.06% | −191−9.5% | Reduced |
| KPP Advisory Services LLC | 1,810 | $419.2K | 0.11% | +4+0.2% | Added |
| Silverlake Wealth Management LLC | 1,809 | $418.9K | 0.17% | −420−18.8% | Reduced |
| SYSTM Wealth Solutions LLC | 1,807 | $418.4K | 0.09% | −1,325−42.3% | Reduced |
| Cromwell Holdings LLC | 1,793 | $415.2K | 0.25% | +1,793 | New |
| Exencial Wealth Advisors, LLC | 1,786 | $413.5K | 0.02% | −110−5.8% | Reduced |
| Allred Capital Management, LLC | 1,784 | $413.1K | 0.16% | −53−2.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,775 | $411.1K | 0.16% | −23−1.3% | Reduced |
| OneAscent Financial Services LLC | 1,776 | $411.0K | 0.06% | +364+25.8% | Added |
| Harbour Trust & Investment Management Co | 1,773 | $410.5K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,770 | $409.8K | 0.15% | −10−0.6% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $408.7K | 0.05% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 1,764 | $408.5K | 0.19% | −1−0.1% | Reduced |
| Seven Mile Advisory | 1,760 | $407.5K | 0.30% | −334−16.0% | Reduced |
| Round Rock Advisors, LLC | 1,758 | $407.2K | 0.10% | +79+4.7% | Added |
| Windsor Capital Management, LLC | 1,756 | $406.6K | 0.13% | −13−0.7% | Reduced |
| Atlantic Trust, LLC | 1,744 | $403.8K | 0.10% | 00.0% | Unchanged |
| Tobam | 1,740 | $403.0K | 0.06% | −742−29.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,734 | $401.5K | 0.28% | +1,734 | New |
| Wealthquest Corp | 1,731 | $400.8K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,757 | $400.1K | 0.11% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,726 | $399.7K | 0.07% | +1,726 | New |
| Means Investment Co., Inc. | 1,714 | $396.8K | 0.05% | −48−2.7% | Reduced |
| Washington Trust Bank | 1,700 | $393.6K | 0.04% | −353−17.2% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $393.6K | 0.01% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,694 | $392.3K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,687 | $390.6K | 0.14% | +62+3.8% | Added |
| Gitterman Wealth Management, LLC | 1,686 | $390.4K | 0.15% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,685 | $390.2K | 0.04% | +5+0.3% | Added |
| Northside Capital Management, LLC | 1,683 | $389.7K | 0.07% | −122−6.8% | Reduced |
| Birchcreek Wealth Management, LLC | 1,681 | $389.3K | 0.22% | +57+3.5% | Added |
| Cassaday & Co Wealth Management LLC | 1,681 | $389.2K | 0.01% | −14−0.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,680 | $389.0K | 0.01% | −592−26.1% | Reduced |
| Hyperion Capital Advisors LP | 1,680 | $389.0K | 0.18% | −500−22.9% | Reduced |
| Heritage Investment Group, Inc. | 1,681 | $389.0K | 0.08% | 00.0% | Unchanged |
| Burney Co | 1,676 | $388.1K | 0.01% | +90+5.7% | Added |
| Investors Research Corp | 1,675 | $387.8K | 0.09% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 1,675 | $387.8K | 0.25% | −840−33.4% | Reduced |
| Vista Investment Partners LLC | 1,664 | $385.4K | 0.13% | 00.0% | Unchanged |
| LCNB Corp | 1,662 | $384.8K | 0.14% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,660 | $384.4K | 0.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,659 | $384.2K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 1,653 | $382.8K | 0.03% | +342+26.1% | Added |
| Sentinus, LLC | 1,653 | $382.8K | 0.12% | +34+2.1% | Added |
| Skba Capital Management LLC | 1,650 | $382.1K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,650 | $382.0K | 0.23% | −333−16.8% | Reduced |
| Berger Financial Group, Inc | 1,647 | $381.5K | 0.03% | +3+0.2% | Added |
| Zimmermann Investment Management & Planning LLC | 1,647 | $381.4K | 0.13% | +1,647 | New |
| Foster & Motley Inc | 1,646 | $381.0K | 0.03% | −8−0.5% | Reduced |
| Act Two Investors LLC | 1,645 | $380.9K | 0.08% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,644 | $380.7K | 0.19% | +31+1.9% | Added |
| Accel Wealth Management | 1,644 | $380.6K | 0.15% | −97−5.6% | Reduced |
| Regal Investment Advisors LLC | 1,641 | $380.0K | 0.03% | +117+7.7% | Added |
| Howe & Rusling Inc | 1,638 | $379.3K | 0.03% | −30−1.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,635 | $378.7K | 0.13% | +12+0.7% | Added |
| Liberty Wealth Management LLC | 4,168 | $378.0K | 0.07% | +2,641+173.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $377.4K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 1,534 | $377.1K | 0.11% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,626 | $376.4K | 0.02% | −1,440−47.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,625 | $376.3K | 0.36% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,592 | $375.3K | 0.09% | +7+0.4% | Added |
| Pure Financial Advisors, Inc. | 1,619 | $374.8K | 0.01% | +10+0.6% | Added |
| Sterling Investment Advisors, Ltd. | 1,618 | $374.7K | 0.10% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,613 | $373.5K | 0.03% | +584+56.8% | Added |
| Kolinsky Wealth Management, LLC | 1,613 | $373.5K | 0.27% | +37+2.3% | Added |
| Forza Wealth Management, LLC | 1,608 | $372.3K | 0.19% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,608 | $372.3K | 0.02% | +1,608 | New |
| Peterson Wealth Services | 1,608 | $372.3K | 0.13% | +2+0.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,600 | $370.5K | 0.14% | +2+0.1% | Added |
| Alta Advisers Ltd | 1,600 | $370.5K | 0.18% | 00.0% | Unchanged |
| Schubert & Co | 1,626 | $370.2K | 0.32% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,597 | $369.8K | 0.05% | +383+31.5% | Added |
| City Holding Co | 1,596 | $369.5K | 0.05% | −44−2.7% | Reduced |
| Wealth Group, Ltd. | 1,595 | $369.0K | 0.26% | −2−0.1% | Reduced |
| Bahl & Gaynor Inc | 1,590 | $368.2K | 0.00% | −426−21.1% | Reduced |
| Keebeck Wealth Management, LLC | 1,587 | $367.5K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 1,585 | $367.2K | 0.07% | −60−3.6% | Reduced |
| Trust Co of Virginia | 1,581 | $366.1K | 0.03% | −133−7.8% | Reduced |
| Kelman-Lazarov, Inc. | 1,579 | $365.6K | 0.07% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,580 | $365.0K | 0.03% | −4−0.3% | Reduced |
| Wealth Advisory Solutions, LLC | 1,576 | $364.9K | 0.10% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,572 | $364.0K | 0.02% | +210+15.4% | Added |
| Rockbridge Investment Management, LCC | 1,567 | $362.8K | 0.05% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,567 | $362.8K | 0.18% | +1,567 | New |
| Formidable Asset Management, LLC | 1,559 | $361.0K | 0.06% | +1,559 | New |
| Walkner Condon Financial Advisors LLC | 1,557 | $360.5K | 0.08% | −755−32.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,555 | $360.0K | 0.03% | −2−0.1% | Reduced |
| Hemington Wealth Management | 1,556 | $360.0K | 0.12% | +38+2.5% | Added |
| MONECO Advisors, LLC | 1,555 | $360.0K | 0.05% | +26+1.7% | Added |
| Shulman DeMeo Asset Management LLC | 1,553 | $359.6K | 0.09% | +4+0.3% | Added |
| Amplius Wealth Advisors, LLC | 1,548 | $358.4K | 0.04% | 00.0% | Unchanged |
| Michael B. Yongue | 1,545 | $357.7K | 0.31% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,422 | $355.0K | 0.07% | +85+6.4% | Added |
| KFA Private Wealth Group, LLC | 1,533 | $355.0K | 0.18% | +33+2.2% | Added |