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 |
|---|---|---|---|---|---|
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $302.5K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $302.2K | 0.18% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,304 | $302.0K | 0.11% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,303 | $301.6K | 0.04% | +50+4.0% | Added |
| Bayesian Capital Management, LP | 1,300 | $301.0K | 0.03% | −34,306−96.3% | Reduced |
| Wexford Capital LP | 1,300 | $301.0K | 0.08% | −1,300−50.0% | Reduced |
| Libra Wealth LLC | 1,300 | $301.0K | 0.13% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,302 | $301.0K | 0.08% | −1,125−46.4% | Reduced |
| Arden Trust Co | 1,297 | $300.3K | 0.04% | −88−6.4% | Reduced |
| Valmark Advisers, Inc. | 1,297 | $300.3K | 0.01% | +120+10.2% | Added |
| Austin Wealth Management, LLC | 1,245 | $297.2K | 0.07% | +5+0.4% | Added |
| Revolve Wealth Partners, LLC | 1,282 | $296.8K | 0.05% | −22−1.7% | Reduced |
| North Star Asset Management Inc | 1,279 | $296.2K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,245 | $296.1K | 0.06% | −12−1.0% | Reduced |
| 4J Wealth Management LLC | 1,278 | $295.9K | 0.24% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,276 | $295.5K | 0.05% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,274 | $295.0K | 0.03% | −18−1.4% | Reduced |
| Southeast Asset Advisors Inc. | 1,270 | $294.1K | 0.04% | +2+0.2% | Added |
| Callan Capital, LLC | 1,270 | $294.1K | 0.02% | +66+5.5% | Added |
| EntryPoint Capital, LLC | 1,270 | $294.1K | 0.14% | +957+305.8% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $293.8K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,266 | $293.0K | 0.04% | +219+20.9% | Added |
| Manchester Financial Inc | 1,264 | $292.7K | 0.07% | +1,264 | New |
| Sandy Cove Advisors, LLC | 1,262 | $292.3K | 0.13% | +9+0.7% | Added |
| IPG Investment Advisors LLC | 1,252 | $289.9K | 0.06% | +22+1.8% | Added |
| E&G Advisors, LP | 1,250 | $289.5K | 0.09% | −100−7.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $288.7K | 0.14% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,246 | $288.5K | 0.03% | +1,246 | New |
| City State Bank | 1,245 | $288.3K | 0.12% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,243 | $287.8K | 0.01% | −14,074−91.9% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $287.1K | 0.17% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,240 | $287.1K | 0.10% | +1,240 | New |
| Maia Wealth LLC | 1,173 | $286.1K | 0.09% | +1,173 | New |
| Hoxton Planning & Management, LLC | 1,234 | $285.7K | 0.13% | +5+0.4% | Added |
| Northwest Wealth Management, LLC | 1,233 | $285.5K | 0.07% | +7+0.6% | Added |
| Kapstone Financial Advisors LLC | 1,227 | $284.1K | 0.19% | −78−6.0% | Reduced |
| Gryphon Financial Partners LLC | 1,224 | $283.5K | 0.04% | +135+12.4% | Added |
| Centaurus Financial, Inc. | 1,221 | $283.0K | 0.02% | +1+0.1% | Added |
| Heartwood Wealth Advisors LLC | 1,221 | $282.7K | 0.03% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,220 | $282.5K | 0.16% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,220 | $282.5K | 0.22% | +1,220 | New |
| Wealth Management Partners, LLC | 1,220 | $282.4K | 0.14% | +1+0.1% | Added |
| Middleton & Co Inc | 1,219 | $282.3K | 0.03% | −50−3.9% | Reduced |
| Firestone Capital Management | 1,215 | $281.3K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,216 | $281.2K | 0.03% | +376+44.8% | Added |
| Key Financial Inc | 1,213 | $280.9K | 0.07% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,211 | $280.5K | 0.04% | +265+28.0% | Added |
| State of Wyoming | 1,204 | $278.8K | 0.05% | −94−7.2% | Reduced |
| Capital Market Strategies LLC | 1,202 | $278.3K | 0.18% | +91+8.2% | Added |
| Omega Financial Group, LLC | 1,200 | $277.9K | 0.11% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,192 | $276.1K | 0.01% | −43−3.5% | Reduced |
| Godsey & Gibb Associates | 1,186 | $274.6K | 0.03% | −151−11.3% | Reduced |
| Family Firm, Inc. | 1,182 | $273.7K | 0.06% | +3+0.3% | Added |
| Encompass Wealth Advisors, LLC | 1,180 | $273.2K | 0.07% | +10+0.9% | Added |
| Montgomery Investment Management Inc | 1,175 | $272.1K | 0.11% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,174 | $271.8K | 0.05% | −133−10.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,173 | $271.6K | 0.08% | +29+2.5% | Added |
| Virtue Capital Management, LLC | 1,094 | $270.7K | 0.05% | −210−16.1% | Reduced |
| Humankind Investments LLC | 1,168 | $270.4K | 0.07% | −56−4.6% | Reduced |
| Private Capital Management LLC | 1,167 | $270.3K | 0.05% | +13+1.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,167 | $270.1K | 0.07% | −95−7.5% | Reduced |
| Monticello Wealth Management, LLC | 1,166 | $269.9K | 0.03% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,165 | $269.8K | 0.22% | 00.0% | Unchanged |
| One Day In July LLC | 1,164 | $269.5K | 0.03% | +46+4.1% | Added |
| Burton Enright Welch | 1,162 | $269.1K | 0.06% | −106−8.4% | Reduced |
| James J. Burns & Company, LLC | 1,159 | $268.0K | 0.05% | +1,159 | New |
| DF Dent & Co Inc | 1,155 | $267.5K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,155 | $267.4K | 0.07% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,154 | $267.2K | 0.07% | +4+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,151 | $266.5K | 0.08% | +27+2.4% | Added |
| True North Advisors, LLC | 1,150 | $266.3K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,149 | $266.1K | 0.03% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,150 | $266.0K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,147 | $265.6K | 0.05% | +14+1.2% | Added |
| Everpar Advisors LLC | 1,147 | $265.6K | 0.13% | +137+13.6% | Added |
| Mendel Capital Management LLC | 1,141 | $264.3K | 0.17% | +3+0.3% | Added |
| Voya Financial Advisors, Inc. | 1,155 | $263.8K | 0.03% | +32+2.8% | Added |
| Balentine LLC | 1,138 | $263.5K | 0.01% | −5,769−83.5% | Reduced |
| Buckley Wealth Management, LLC | 1,137 | $263.3K | 0.08% | −14−1.2% | Reduced |
| Clifford Group, LLC | 1,136 | $263.0K | 0.21% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,133 | $262.3K | 0.08% | −2−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 1,139 | $262.3K | 0.09% | +139+13.9% | Added |
| Hudock, Inc. | 1,131 | $261.9K | 0.05% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,129 | $261.4K | 0.03% | +67+6.3% | Added |
| Rosenberg Matthew Hamilton | 1,116 | $260.9K | 0.08% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,123 | $260.0K | 0.23% | 00.0% | Unchanged |
| Novare Capital Management LLC | 1,122 | $259.8K | 0.02% | −55−4.7% | Reduced |
| Money Concepts Capital Corp | 1,116 | $258.3K | 0.02% | −45−3.9% | Reduced |
| Camden Capital, LLC | 1,113 | $257.7K | 0.02% | −893−44.5% | Reduced |
| Capital Wealth Planning, LLC | 1,112 | $257.5K | 0.00% | +43+4.0% | Added |
| Global Financial Private Client, LLC | 1,111 | $257.3K | 0.11% | −21−1.9% | Reduced |
| Patton Albertson Miller Group, LLC | 1,111 | $257.3K | 0.04% | +230+26.1% | Added |
| Fenimore Asset Management Inc | 1,105 | $255.9K | 0.01% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,102 | $255.2K | 0.20% | +24+2.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,100 | $254.7K | 0.07% | −8,000−87.9% | Reduced |
| Reinhart Partners, Inc. | 1,100 | $254.7K | 0.01% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,100 | $254.7K | 0.04% | +15+1.4% | Added |
| Cottonwood Capital Advisors, LLC | 1,071 | $254.6K | 0.20% | −152−12.4% | Reduced |
| Truvestments Capital LLC | 1,095 | $253.5K | 0.10% | +1+0.1% | Added |
| Vista Investment Management | 1,092 | $252.9K | 0.10% | +49+4.7% | Added |