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 |
|---|---|---|---|---|---|
| NorthStar Asset Management LLC | 1,092 | $252.8K | 0.18% | +80+7.9% | Added |
| Seeds Investor LLC | 1,090 | $252.4K | 0.13% | +132+13.8% | Added |
| Paragon Capital Management Ltd | 1,087 | $251.7K | 0.05% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,087 | $251.7K | 0.24% | +43+4.1% | Added |
| Colton Groome Financial Advisors, LLC | 1,086 | $251.5K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,085 | $251.2K | 0.09% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 1,081 | $250.4K | 0.10% | −30−2.7% | Reduced |
| Bristlecone Advisors, LLC | 1,076 | $249.1K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,074 | $248.7K | 0.05% | −1−0.1% | Reduced |
| Quantbot Technologies LP | 1,070 | $247.8K | 0.01% | +1,070 | New |
| Campbell & CO Investment Adviser LLC | 1,068 | $247.3K | 0.02% | −1,041−49.4% | Reduced |
| Capasso Planning Partners LLC | 1,067 | $247.2K | 0.08% | +1,067 | New |
| Nadler Financial Group, Inc. | 1,067 | $247.1K | 0.03% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,063 | $246.1K | 1.39% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,063 | $246.1K | 0.13% | −3−0.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,062 | $245.8K | 0.20% | +25+2.4% | Added |
| Lineweaver Wealth Advisors, LLC | 1,058 | $245.3K | 0.05% | +1,058 | New |
| CJM Wealth Advisers, Ltd. | 1,049 | $245.3K | 0.09% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,058 | $245.0K | 0.15% | −19−1.8% | Reduced |
| Family Asset Management, LLC | 1,057 | $244.7K | 0.16% | +88+9.1% | Added |
| Blodgett Wealth Advisors, LLC | 1,056 | $244.6K | 0.21% | 00.0% | Unchanged |
| Optas, LLC | 1,055 | $244.3K | 0.06% | +47+4.7% | Added |
| Monterey Private Wealth, Inc. | 1,051 | $243.2K | 0.09% | +1,051 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,050 | $243.1K | 0.02% | −400−27.6% | Reduced |
| AJOVista, LLC | 1,048 | $242.7K | 0.70% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,048 | $242.4K | 0.08% | +1,048 | New |
| Keebeck Alpha, LP | 1,047 | $242.4K | 0.18% | +1,047 | New |
| Claris Advisors, LLC | 1,041 | $241.1K | 0.12% | +18+1.8% | Added |
| Independence Bank of Kentucky | 1,040 | $240.8K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 1,040 | $240.8K | 0.07% | +1,040 | New |
| MBL Wealth, LLC | 1,037 | $240.1K | 0.03% | +17+1.7% | Added |
| Greenwich Wealth Management LLC | 1,038 | $240.0K | 0.02% | −13−1.2% | Reduced |
| Davies Financial Advisors, Inc. | 1,033 | $239.3K | 0.22% | +17+1.7% | Added |
| New Covenant Trust Company, N.A. | 987 | $239.2K | 0.28% | −79−7.4% | Reduced |
| Apexium Financial, LP | 1,033 | $239.2K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,032 | $239.0K | 0.07% | +92+9.8% | Added |
| Shepherd Financial Partners LLC | 1,028 | $238.0K | 0.03% | −19−1.8% | Reduced |
| XML Financial, LLC | 1,026 | $237.6K | 0.02% | +1+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 1,025 | $237.3K | 0.02% | +18+1.8% | Added |
| Stonebridge Capital Management Inc | 1,020 | $236.0K | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,017 | $235.5K | 0.05% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,016 | $235.3K | 0.10% | −3,386−76.9% | Reduced |
| JNBA Financial Advisors | 1,009 | $233.6K | 0.02% | −355−26.0% | Reduced |
| Saxony Capital Management, LLC | 1,006 | $233.0K | 0.26% | +85+9.2% | Added |
| TFB Advisors LLC | 1,006 | $232.9K | 0.08% | +21+2.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,005 | $232.7K | 0.11% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,005 | $232.7K | 0.01% | +105+11.7% | Added |
| Close Asset Management Ltd | 1,001 | $232.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $232.0K | 0.18% | 00.0% | Unchanged |
| Tang Capital Management LLC | 1,001 | $231.7K | 0.02% | +1,001 | New |
| One + One Wealth Management, LLC | 1,000 | $231.6K | 0.13% | −1,300−56.5% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $231.6K | 0.06% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,000 | $231.6K | 0.08% | +49+5.2% | Added |
| Marshall Wace, LLP | 1,000 | $231.6K | 0.00% | +500+100.0% | Added |
| Dempze Nancy E | 1,000 | $231.6K | 0.16% | +1,000 | New |
| Autumn Glory Partners, LLC | 1,000 | $231.6K | 0.12% | +1,000 | New |
| Monument Capital Management | 997 | $230.9K | 0.07% | +31+3.2% | Added |
| Farmers & Merchants Investments Inc | 993 | $229.9K | 0.01% | −4−0.4% | Reduced |
| Wedge Capital Management L L P | 984 | $227.8K | 0.00% | −143−12.7% | Reduced |
| AlphaStar Capital Management, LLC | 984 | $227.8K | 0.02% | +984 | New |
| Aprio Wealth Management, LLC | 982 | $227.4K | 0.04% | +37+3.9% | Added |
| Mirador Capital Partners LP | 982 | $227.4K | 0.04% | −324−24.8% | Reduced |
| FIL Ltd | 982 | $227.4K | 0.00% | −38−3.7% | Reduced |
| BIP Wealth, LLC | 982 | $227.4K | 0.02% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 981 | $227.2K | 0.20% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 981 | $227.2K | 0.09% | +100+11.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 980 | $226.9K | 0.12% | +5+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 980 | $226.9K | 0.07% | −18,326−94.9% | Reduced |
| Advisory Alpha, LLC | 978 | $226.5K | 0.01% | +47+5.0% | Added |
| Abacus Planning Group, Inc. | 977 | $226.2K | 0.04% | −266−21.4% | Reduced |
| Abel Hall, LLC | 976 | $226.0K | 0.16% | +39+4.2% | Added |
| Cowa, LLC | 975 | $225.8K | 0.12% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 952 | $224.6K | 0.04% | +952 | New |
| Royal Fund Management, LLC | 969 | $224.4K | 0.03% | −17−1.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 966 | $223.7K | 0.01% | +23+2.4% | Added |
| Mezzasalma Advisors, LLC | 966 | $223.7K | 0.10% | −849−46.8% | Reduced |
| Main Street Financial Solutions, LLC | 962 | $222.9K | 0.02% | +54+5.9% | Added |
| Octavia Wealth Advisors, LLC | 958 | $221.8K | 0.03% | +958 | New |
| Apella Capital, LLC | 931 | $221.2K | 0.01% | +1+0.1% | Added |
| First Nebraska Trust Co | 955 | $221.1K | 0.02% | 00.0% | Unchanged |
| Harbor Group, Inc. | 954 | $220.9K | 0.06% | +2+0.2% | Added |
| Port Capital LLC | 950 | $220.0K | 0.01% | −270−22.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 950 | $220.0K | 0.22% | +950 | New |
| Oarsman Capital, Inc. | 948 | $219.5K | 0.05% | −53−5.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 947 | $219.3K | 0.01% | +947 | New |
| Ackerman Capital Advisors, LLC | 946 | $219.0K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 942 | $218.1K | 0.02% | +4+0.4% | Added |
| Woodward Diversified Capital, LLC | 942 | $218.1K | 0.13% | +942 | New |
| Capital Investment Advisory Services, LLC | 941 | $217.9K | 0.02% | −7−0.7% | Reduced |
| General Partner, Inc. | 936 | $216.7K | 0.14% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 933 | $216.0K | 0.13% | −7−0.7% | Reduced |
| Narus Financial Partners, LLC | 933 | $216.0K | 0.09% | −1−0.1% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $215.8K | 0.00% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 895 | $215.7K | 0.03% | +895 | New |
| Fortress Wealth Group, LLC | 871 | $215.1K | 0.11% | 00.0% | Unchanged |
| Archetype Wealth Partners | 927 | $215.0K | 0.03% | −1,183−56.1% | Reduced |
| Driehaus Capital Management LLC | 924 | $214.0K | 0.00% | +924 | New |
| WT Wealth Management | 923 | $213.7K | 0.07% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 921 | $213.3K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 921 | $212.9K | 0.05% | 00.0% | Unchanged |