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 |
|---|---|---|---|---|---|
| Stephenson & Company, Inc. | 918 | $212.6K | 0.16% | 00.0% | Unchanged |
| Meritage Portfolio Management | 909 | $210.0K | 0.01% | 00.0% | Unchanged |
| Planning Directions Inc | 907 | $209.9K | 0.14% | +2+0.2% | Added |
| D'Orazio & Associates, Inc. | 904 | $209.4K | 0.03% | +904 | New |
| Accretive Wealth Partners, LLC | 904 | $209.3K | 0.09% | +4+0.4% | Added |
| American Financial Advisors, LLC | 903 | $209.1K | 0.03% | +2+0.2% | Added |
| Latitude Advisors, LLC | 902 | $208.9K | 0.13% | −8−0.9% | Reduced |
| DecisionPoint Financial, LLC | 825 | $208.6K | 0.07% | 00.0% | Unchanged |
| Talbot Financial, LLC | 900 | $208.4K | 0.03% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 900 | $208.4K | 0.03% | +900 | New |
| Allied Investment Advisors, LLC | 900 | $208.4K | 0.05% | +900 | New |
| Pensionmark Financial Group, LLC | 898 | $208.0K | 0.01% | +898 | New |
| Kellett Schaffner Wealth Advisors LLC | 898 | $207.8K | 0.17% | +898 | New |
| German American Bancorp, Inc. | 896 | $207.5K | 0.02% | +896 | New |
| Foster Victor Wealth Advisors, LLC | 831 | $207.3K | 0.02% | +831 | New |
| Intrust Bank NA | 895 | $207.2K | 0.02% | −1−0.1% | Reduced |
| Quadcap Wealth Management, LLC | 893 | $206.9K | 0.04% | +893 | New |
| Peachtree Investment Partners, LLC | 893 | $206.7K | 0.08% | +893 | New |
| First Heartland Consultants, Inc. | 886 | $205.0K | 0.02% | +886 | New |
| Nations Financial Group Inc, | 884 | $204.9K | 0.02% | +884 | New |
| West Branch Capital LLC | 884 | $204.7K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 878 | $203.3K | 0.06% | −25−2.8% | Reduced |
| N.E.W. Advisory Services LLC | 877 | $203.1K | 0.02% | +877 | New |
| Smith Chas P & Associates Pa Cpas | 874 | $202.3K | 0.01% | −300−25.6% | Reduced |
| Gunn & Co Investment Management, Inc. | 874 | $202.3K | 0.01% | +874 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 870 | $201.5K | 0.02% | −1,206−58.1% | Reduced |
| Connecticut Wealth Management, LLC | 870 | $201.4K | 0.01% | −612−41.3% | Reduced |
| Lumbard & Kellner, LLC | 870 | $201.4K | 0.10% | +870 | New |
| DeDora Capital, Inc. | 868 | $201.0K | 0.06% | +868 | New |
| E Fund Management Co., Ltd. | 865 | $200.3K | 0.01% | +865 | New |
| ORG Partners LLC | 851 | $199.0K | 0.02% | +851 | New |
| Osterweis Capital Management Inc | 858 | $198.7K | 0.01% | −124−12.6% | Reduced |
| Versant Capital Management, Inc | 832 | $192.7K | 0.05% | +174+26.4% | Added |
| Orion Capital Management LLC | 830 | $192.2K | 0.10% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 827 | $191.5K | 0.00% | +32+4.0% | Added |
| First Financial Corp | 827 | $191.5K | 0.10% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 829 | $188.7K | 0.09% | +829 | New |
| New England Capital Financial Advisors LLC | 813 | $188.3K | 0.11% | +1+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 796 | $184.3K | 0.06% | +37+4.9% | Added |
| Kelly Financial Services LLC | 784 | $181.5K | 0.06% | +1+0.1% | Added |
| Castleview Partners, LLC | 776 | $179.7K | 0.10% | +33+4.4% | Added |
| Providence Capital Advisors, LLC | 770 | $178.3K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 769 | $178.0K | 0.06% | +713+1,273.2% | Added |
| Financial Management Professionals, Inc. | 764 | $177.0K | 0.02% | −5−0.7% | Reduced |
| Vestor Capital, LLC | 745 | $173.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 718 | $171.6K | 0.05% | −7−1.0% | Reduced |
| Fortitude Family Office, LLC | 726 | $168.1K | 0.10% | +324+80.6% | Added |
| Slocum, Gordon & Co LLP | 718 | $166.3K | 0.12% | +245+51.8% | Added |
| Cyrus J. Lawrence, LLC | 729 | $166.0K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 712 | $163.3K | 0.04% | +19+2.7% | Added |
| Addison Advisors LLC | 701 | $162.2K | 0.05% | +205+41.3% | Added |
| Mascoma Wealth Management LLC | 700 | $162.1K | 0.04% | −109−13.5% | Reduced |
| Chris Bulman Inc | 688 | $159.4K | 0.11% | +688 | New |
| Iron Horse Wealth Management, LLC | 687 | $159.0K | 0.06% | +587+587.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $159.0K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 685 | $158.6K | 0.14% | 00.0% | Unchanged |
| Avion Wealth | 667 | $154.0K | 0.04% | +12+1.8% | Added |
| Avalon Trust Co | 661 | $153.1K | 0.01% | −90−12.0% | Reduced |
| Legacy Bridge, LLC | 640 | $148.2K | 0.09% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $147.7K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 636 | $147.2K | 0.01% | +153+31.7% | Added |
| Western Pacific Wealth Management, LP | 634 | $146.8K | 0.11% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 633 | $146.6K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 624 | $144.5K | 0.12% | −37−5.6% | Reduced |
| Deseret Mutual Benefit Administrators | 622 | $144.0K | 0.07% | −55−8.1% | Reduced |
| Trifecta Capital Advisors, LLC | 616 | $142.6K | 0.03% | −50−7.5% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 600 | $140.2K | 0.08% | 00.0% | Unchanged |
| Walleye Capital LLC | 605 | $140.1K | 0.00% | −187,203−99.7% | Reduced |
| TFC Financial Management | 604 | $139.9K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 600 | $138.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 592 | $137.2K | 0.02% | +191+47.6% | Added |
| Strategic Investment Solutions, Inc. | 581 | $134.1K | 0.04% | +581 | New |
| First Pacific Financial | 566 | $131.1K | 0.03% | −6−1.0% | Reduced |
| William B. Walkup & Associates, Inc. | 565 | $130.8K | 0.09% | +565 | New |
| Westchester Capital Management, Inc. | 560 | $129.7K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 555 | $128.5K | 0.03% | −29−5.0% | Reduced |
| Cape Investment Advisory, Inc. | 522 | $120.9K | 0.05% | +10+2.0% | Added |
| Register Financial Advisors LLC | 521 | $120.7K | 0.06% | 00.0% | Unchanged |
| Tidemark, LLC | 520 | $120.4K | 0.06% | +34+7.0% | Added |
| Mosaic Financial Group, LLC | 509 | $118.0K | 0.08% | −500−49.6% | Reduced |
| Sound Income Strategies, LLC | 507 | $117.4K | 0.01% | +11+2.2% | Added |
| Logan Capital Management Inc | 503 | $116.5K | 0.01% | +103+25.8% | Added |
| CSS LLC | 500 | $115.8K | 0.01% | +500 | New |
| Birchbrook, Inc. | 492 | $113.9K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $113.5K | 0.04% | −110−18.3% | Reduced |
| New Millennium Group LLC | 490 | $113.5K | 0.07% | +490 | New |
| Rise Advisors, LLC | 472 | $109.2K | 0.06% | +2+0.4% | Added |
| JCIC Asset Management Inc. | 470 | $108.8K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 458 | $106.0K | 0.05% | −300−39.6% | Reduced |
| Fairscale Capital, LLC | 419 | $104.6K | 0.09% | +419 | New |
| Pacific Center for Financial Services | 450 | $104.2K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 440 | $101.9K | 0.07% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $101.9K | 0.06% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 440 | $101.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 434 | $100.5K | 0.07% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 429 | $99.3K | 0.01% | −1,014−70.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 415 | $96.1K | 0.03% | −1−0.2% | Reduced |
| Hantz Financial Services, Inc. | 408 | $95.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 410 | $94.9K | 0.01% | +1+0.2% | Added |
| Gleason Group, Inc. | 408 | $94.4K | 0.02% | +1+0.2% | Added |