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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 1,528 | $353.9K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 1,525 | $353.1K | 0.18% | 00.0% | Unchanged |
| David Loasby | 1,477 | $352.9K | 0.03% | +241+19.5% | Added |
| Ariston Services Group | 1,520 | $352.0K | 0.34% | −5−0.3% | Reduced |
| Davis R M Inc | 1,519 | $351.7K | 0.01% | −343−18.4% | Reduced |
| Davidson Trust Co | 1,514 | $350.6K | 0.24% | −25−1.6% | Reduced |
| MV Capital Management, Inc. | 1,510 | $349.6K | 0.04% | +10+0.7% | Added |
| Northwest Bancshares, Inc. | 1,509 | $349.4K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 1,508 | $349.2K | 0.13% | −127−7.8% | Reduced |
| Custom Index Systems, LLC | 1,507 | $348.9K | 0.20% | −1,738−53.6% | Reduced |
| Levy Wealth Management Group, LLC | 1,504 | $348.2K | 0.09% | +401+36.4% | Added |
| First Personal Financial Services | 1,500 | $347.3K | 0.08% | −194−11.5% | Reduced |
| Asset Advisors Investment Management, LLC | 1,500 | $347.3K | 0.04% | −100−6.3% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $347.3K | 0.18% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,500 | $347.0K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,498 | $346.7K | 0.05% | +19+1.3% | Added |
| Onefund, LLC | 1,496 | $346.4K | 0.38% | +24+1.6% | Added |
| OneAscent Wealth Management LLC | 1,496 | $346.0K | 0.18% | +317+26.9% | Added |
| Capital Asset Advisory Services LLC | 1,449 | $344.6K | 0.02% | −5−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,486 | $344.1K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,486 | $344.1K | 0.03% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,486 | $344.0K | 0.23% | +4+0.3% | Added |
| Golden State Equity Partners | 1,482 | $343.1K | 0.07% | +1,482 | New |
| Northstar Asset Management LLC | 1,475 | $341.5K | 0.08% | −1,106−42.9% | Reduced |
| Trust Co of the South | 1,474 | $341.3K | 0.08% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,474 | $341.3K | 0.05% | +417+39.5% | Added |
| Elevated Capital Advisors, LLC | 1,472 | $340.7K | 0.10% | −33−2.2% | Reduced |
| First Business Financial Services, Inc. | 1,468 | $339.9K | 0.04% | +21+1.5% | Added |
| Compass Ion Advisors, LLC | 1,490 | $339.3K | 0.05% | 00.0% | Unchanged |
| First National Corp | 1,464 | $339.1K | 0.08% | +251+20.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,462 | $338.5K | 0.12% | +231+18.8% | Added |
| Five Oceans Advisors | 1,461 | $338.3K | 0.18% | −70−4.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,460 | $338.1K | 0.03% | −111−7.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,468 | $338.0K | 0.01% | +499+51.5% | Added |
| Aire Advisors, LLC | 1,460 | $338.0K | 0.08% | −143−8.9% | Reduced |
| Sax Wealth Advisors, LLC | 1,453 | $336.5K | 0.03% | +1,453 | New |
| Crew Capital Management, Ltd. | 1,445 | $334.6K | 0.27% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,447 | $334.0K | 0.05% | −3−0.2% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $333.9K | 0.12% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,440 | $333.5K | 0.22% | −151−9.5% | Reduced |
| Westover Capital Advisors, LLC | 1,440 | $333.4K | 0.09% | −20−1.4% | Reduced |
| Financial Advisors, LLC | 1,440 | $333.4K | 0.07% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,435 | $332.3K | 0.03% | +2+0.1% | Added |
| Bullock Wealth Management Group | 1,421 | $332.2K | 0.22% | +349+32.6% | Added |
| Tillman Hartley LLC | 1,434 | $332.0K | 0.11% | −366−20.3% | Reduced |
| Heritage Wealth Management, Inc. | 1,409 | $332.0K | 0.11% | +1,409 | New |
| Crescent Grove Advisors, LLC | 1,432 | $331.5K | 0.04% | +223+18.4% | Added |
| Fairfield, Bush & Co. | 1,430 | $331.1K | 0.20% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,429 | $330.9K | 0.08% | −58−3.9% | Reduced |
| Lafayette Investments, Inc. | 1,428 | $330.7K | 0.08% | −285−16.6% | Reduced |
| KLCM Advisors, Inc. | 1,428 | $330.6K | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,426 | $330.2K | 0.08% | −241−14.5% | Reduced |
| Kimelman & Baird, LLC | 1,425 | $330.0K | 0.03% | +1,425 | New |
| Garner Asset Management Corp | 1,421 | $329.0K | 0.16% | +1+0.1% | Added |
| Kowal Investment Group, LLC | 1,417 | $328.1K | 0.07% | +164+13.1% | Added |
| Paul Damon & Associates, Inc. | 1,416 | $328.0K | 0.22% | +3+0.2% | Added |
| Patten Group, Inc. | 1,416 | $327.9K | 0.08% | −724−33.8% | Reduced |
| Consolidated Planning Corp | 1,413 | $327.2K | 0.05% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,414 | $327.0K | 0.03% | +1,414 | New |
| Terra Nova Asset Management LLC | 1,409 | $326.2K | 0.26% | +4+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,405 | $325.3K | 0.12% | +452+47.4% | Added |
| Sonora Investment Management Group, LLC | 1,426 | $324.8K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 0 | $324.3K | 0.08% | −1,472−100.0% | Reduced |
| Puzo Michael J | 1,400 | $324.2K | 0.09% | −100−6.7% | Reduced |
| Fountainhead AM, LLC | 1,394 | $322.9K | 0.08% | +29+2.1% | Added |
| Quantum Financial Advisors, LLC | 1,387 | $321.1K | 0.06% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,382 | $320.0K | 0.16% | −45−3.2% | Reduced |
| Cooper Financial Group | 1,379 | $319.3K | 0.05% | +1,379 | New |
| Capital International Sarl | 1,375 | $318.4K | 0.01% | +1,375 | New |
| M3 Advisory Group, LLC | 1,375 | $318.3K | 0.26% | +438+46.7% | Added |
| Drive Wealth Management, LLC | 1,374 | $318.1K | 0.09% | +37+2.8% | Added |
| CIC Wealth, LLC | 1,372 | $317.7K | 0.09% | −146−9.6% | Reduced |
| Hamilton Capital, LLC | 1,369 | $317.0K | 0.02% | −929−40.4% | Reduced |
| 17 Capital Partners, LLC | 1,368 | $316.8K | 0.23% | −32−2.3% | Reduced |
| Strategy Asset Managers LLC | 1,818 | $316.7K | 0.07% | +160+9.7% | Added |
| Legacy Private Trust Co. | 1,365 | $316.1K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,364 | $315.8K | 0.06% | +79+6.1% | Added |
| Mayfair Advisory Group, LLC | 1,323 | $315.7K | 0.21% | −216−14.0% | Reduced |
| Silver Oak Securities, Inc | 1,358 | $314.4K | 0.05% | +209+18.2% | Added |
| Ancora Advisors, LLC | 1,357 | $314.1K | 0.01% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $314.0K | 0.21% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $314.0K | 0.03% | −18−1.3% | Reduced |
| Eagle Harbor Asset Management Inc | 1,356 | $314.0K | 0.33% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,351 | $312.8K | 0.10% | +335+33.0% | Added |
| Burns J W & Co Inc | 1,350 | $312.6K | 0.04% | −3−0.2% | Reduced |
| BTC Capital Management, Inc. | 1,348 | $312.1K | 0.03% | −28−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,340 | $310.3K | 0.03% | −42−3.0% | Reduced |
| Advisors Management Group Inc | 1,339 | $310.0K | 0.08% | −21−1.5% | Reduced |
| Tyche Wealth Partners LLC | 1,330 | $308.0K | 0.07% | +1+0.1% | Added |
| Fragasso Group Inc. | 1,329 | $307.6K | 0.03% | −611−31.5% | Reduced |
| MJP Associates Inc | 1,323 | $306.4K | 0.06% | +20+1.5% | Added |
| Sittner & Nelson, LLC | 1,321 | $306.0K | 0.15% | +1+0.1% | Added |
| Heritage Wealth Advisors | 1,321 | $305.9K | 0.01% | −2,240−62.9% | Reduced |
| Hexagon Capital Partners LLC | 1,317 | $304.8K | 0.07% | −7−0.5% | Reduced |
| Fidelity D & D Bancorp Inc | 1,316 | $304.7K | 0.23% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,315 | $304.5K | 0.07% | −19−1.4% | Reduced |
| Summit Asset Management, LLC | 1,315 | $304.5K | 0.06% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 1,313 | $304.0K | 0.00% | −5,321−80.2% | Reduced |
| BBR Partners, LLC | 1,312 | $303.8K | 0.02% | −68−4.9% | Reduced |
| Heritage Financial Services, LLC | 1,311 | $303.6K | 0.04% | −16−1.2% | Reduced |