Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 2,348 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ2 2024: $139.8B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2024.

Institutions holding AXP in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Creekmur Asset Management LLC407$94.2K0.02%−19−4.5%Reduced
Field & Main Bank400$92.6K0.03%00.0%Unchanged
Ironwood Wealth Management, Inc.377$90.0K0.05%00.0%Unchanged
Pinnacle Bancorp, Inc.384$88.9K0.03%00.0%Unchanged
Concord Wealth Partners382$88.5K0.02%−89−18.9%Reduced
Atlantic Edge Private Wealth Management, LLC374$86.6K0.03%00.0%Unchanged
Bell Investment Advisors, Inc369$85.4K0.02%+10+2.8%Added
Voisard Asset Management Group, Inc.355$82.2K0.04%00.0%Unchanged
Core Alternative Capital344$79.7K0.02%00.0%Unchanged
SWS Partners333$77.2K0.02%+333New
Financial Connections Group, Inc.334$77.0K0.04%00.0%Unchanged
Hollencrest Capital Management327$75.7K0.00%00.0%Unchanged
GoalVest Advisory LLC326$75.5K0.02%00.0%Unchanged
Private Wealth Management Group, LLC322$74.6K0.03%+1+0.3%Added
Criterion Capital Advisors, LLC320$74.1K0.05%00.0%Unchanged
Mizuho Securities Co. Ltd.320$74.1K0.17%+320New
Northwest Capital Management Inc313$72.5K0.03%−575−64.8%Reduced
Naples Money Management LLC301$70.3K0.06%00.0%Unchanged
Old Point Trust & Financial Services N A302$69.9K0.03%00.0%Unchanged
FWL Investment Management, LLC300$69.5K0.04%00.0%Unchanged
WFA of San Diego, LLC299$69.2K0.06%+299New
Stephens Consulting, LLC295$68.3K0.02%+37+14.3%Added
Ritter Daniher Financial Advisory LLC293$67.8K0.02%00.0%Unchanged
Hoese & Co LLP280$67.2K0.06%00.0%Unchanged
Financial Network Wealth Advisors LLC290$67.2K0.05%+290New
Richardson Financial Services Inc.282$65.3K0.05%00.0%Unchanged
McMahon Financial Advisors, LLC281$65.1K0.01%+281New
Coston, McIsaac & Partners279$64.0K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC273$63.2K0.01%−232−45.9%Reduced
Global Wealth Strategies & Associates272$63.0K0.02%00.0%Unchanged
AllSquare Wealth Management LLC271$62.8K0.04%00.0%Unchanged
Beacon Capital Management, LLC271$62.7K0.01%+43+18.9%Added
Covestor Ltd269$62.0K0.04%−26−8.8%Reduced
Wiser Advisor Group LLC262$60.6K0.10%+2+0.8%Added
BNP Paribas258$59.7K0.00%+83+47.4%Added
ICA Group Wealth Management, LLC250$57.9K0.03%−458−64.7%Reduced
Carmichael Hill & Associates, Inc.249$57.7K0.02%00.0%Unchanged
GW&K Investment Management, LLC241$56.0K0.00%+55+29.6%Added
Institutional & Family Asset Management, LLC239$55.5K0.01%−12−4.8%Reduced
Coppell Advisory Solutions LLC238$55.1K0.01%+238New
Atlas Capital Advisors LLC234$54.2K0.01%−52−18.2%Reduced
Financial Perspectives, Inc230$53.3K0.02%00.0%Unchanged
Winthrop Capital Management, LLC230$53.0K0.03%00.0%Unchanged
Sachetta, LLC205$51.7K0.02%+52+34.0%Added
Fairman Group, LLC220$50.9K0.05%00.0%Unchanged
Nixon Capital, LLC218$50.5K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC218$50.5K0.01%+7+3.3%Added
Gables Capital Management Inc.205$47.5K0.02%+165+412.5%Added
Jackson, Grant Investment Advisers, Inc.203$47.0K0.02%00.0%Unchanged
Chelsea Counsel Co200$46.3K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC200$46.3K0.02%00.0%Unchanged
CBIZ Investment Advisory Services, LLC200$46.3K0.00%00.0%Unchanged
Transcendent Capital Group LLC200$46.3K0.03%00.0%Unchanged
Founders Capital Management200$46.3K0.03%+200New
Annapolis Financial Services, LLC199$46.1K0.01%00.0%Unchanged
Intelligent Financial Strategies194$44.9K0.03%00.0%Unchanged
POM Investment Strategies, LLC183$42.4K0.03%+183New
Abound Wealth Management171$39.6K0.01%+6+3.6%Added
Riverview Trust Co169$39.1K0.04%00.0%Unchanged
DHJJ Financial Advisors, Ltd.165$38.2K0.02%+49+42.2%Added
WFA Asset Management Corp162$37.4K0.02%+1+0.6%Added
Tradewinds Capital Management, LLC158$36.6K0.01%+8+5.3%Added
Custom Portfolio Group LLC156$36.1K0.03%00.0%Unchanged
Scarborough Advisors, LLC145$33.6K0.01%+12+9.0%Added
Tyler-Stone Wealth Management145$33.6K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC135$31.3K0.00%00.0%Unchanged
Nordwand Advisors, LLC135$31.3K0.01%00.0%Unchanged
Main Street Group, LTD131$30.5K0.01%−41−23.8%Reduced
Aviso Financial Inc.131$30.3K0.00%+131New
Raffa Wealth Management, LLC130$30.1K0.01%00.0%Unchanged
Canton Hathaway, LLC130$30.0K0.01%00.0%Unchanged
Archer Investment Corp129$29.9K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC128$29.6K0.02%00.0%Unchanged
Caitlin John, LLC126$29.1K0.02%+23+22.3%Added
Bray Capital Advisors108$25.0K0.01%00.0%Unchanged
Hallmark Capital Management Inc105$24.3K0.00%00.0%Unchanged
Albion Financial Group103$23.9K0.00%00.0%Unchanged
Johnson Financial Group, Inc.101$23.4K0.00%−4−3.8%Reduced
Stuart Chaussee & Associates, Inc.100$23.2K0.01%00.0%Unchanged
Atticus Wealth Management, LLC100$23.2K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC100$23.2K0.02%00.0%Unchanged
Park Place Capital Corp100$23.2K0.01%+3+3.1%Added
BBJS Financial Advisors, LLC100$23.2K0.01%+100New
Front Row Advisors LLC98$22.7K0.01%−5−4.9%Reduced
Operose Advisors LLC98$22.7K0.01%00.0%Unchanged
REAP Financial Group, LLC98$22.7K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.96$22.2K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.94$21.8K0.01%+4+4.4%Added
JJJ Advisors Inc.91$21.1K0.00%+3+3.4%Added
Cedar Wealth Management, LLC89$20.6K0.01%00.0%Unchanged
Rakuten Securities, Inc.88$20.4K0.01%−144−62.1%Reduced
American Capital Advisory, LLC101$18.8K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.80$18.3K0.01%+20+33.3%Added
Geo Capital Gestora de Recursos Ltd78$18.0K0.02%−5,833−98.7%Reduced
PFS Partners, LLC75$17.4K0.01%00.0%Unchanged
Cypress Capital, LLC69$16.0K0.00%+69New
TruNorth Capital Management, LLC67$15.5K0.01%+67New
Cranbrook Wealth Management, LLC63$14.6K0.00%00.0%Unchanged
Dunhill Financial, LLC62$14.4K0.01%+1+1.6%Added
Abich Financial Wealth Management LLC61$14.1K0.01%+31+103.3%Added