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 |
|---|---|---|---|---|---|
| Rogco, LP | 60 | $13.9K | 0.01% | −22−26.8% | Reduced |
| Frazier Financial Advisors, LLC | 58 | $13.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 56 | $13.0K | 0.00% | −1−1.8% | Reduced |
| Valued Wealth Advisors LLC | 52 | $12.1K | 0.01% | +11+26.8% | Added |
| ESL Trust Services, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $11.6K | 0.00% | +6+13.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 47 | $11.1K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 47 | $10.9K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $10.6K | 0.00% | −125−73.5% | Reduced |
| New Age Alpha Advisors, LLC | 44 | $10.2K | 0.01% | +44 | New |
| Horrell Capital Management, Inc. | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $9.82K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $9.80K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $9.72K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $9.49K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $9.26K | 0.00% | −1−2.4% | Reduced |
| Fairway Wealth LLC | 39 | $9.03K | 0.01% | +39 | New |
| Davis Capital Management | 38 | $8.88K | 0.01% | +25+192.3% | Added |
| Elequin Capital LP | 38 | $8.80K | 0.00% | +38 | New |
| Triad Wealth Partners, LLC | 36 | $8.35K | 0.00% | +36 | New |
| Timber Creek Capital Management LLC | 35 | $8.10K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 35 | $8.10K | 0.00% | +27+337.5% | Added |
| Dixon Mitchell Investment Counsel Inc. | 35 | $8.10K | 0.00% | +35 | New |
| Gold Investment Management Ltd. | 33 | $7.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $7.41K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 34 | $7.00K | 0.00% | +9+36.0% | Added |
| Hoey Investments, Inc | 30 | $6.95K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $6.23K | 0.00% | −13−32.5% | Reduced |
| TSFG, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $5.89K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $5.33K | 0.00% | −29−55.8% | Reduced |
| Pineridge Advisors LLC | 21 | $4.86K | 0.00% | +4+23.5% | Added |
| Winch Advisory Services, LLC | 20 | $4.69K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $3.71K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 14 | $3.24K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $2.78K | 0.23% | −2−14.3% | Reduced |
| Lynx Investment Advisory | 12 | $2.78K | 0.00% | +12 | New |
| FPC Investment Advisory, Inc. | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 10 | $2.32K | 0.00% | +10 | New |
| Aspect Partners, LLC | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 9 | $2.08K | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 8 | $2.00K | 0.00% | +8 | New |
| HBC Financial Services, PLLC | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 3 | $695 | 0.00% | +1+50.0% | Added |
| Creative Capital Management Investments LLC | 1 | $232 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −186,721−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −180,745−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −120,702−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −118,181−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −90,539−100.0% | Sold out |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −50,523−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −44,756−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −23,065−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −17,510−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −16,356−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −13,320−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,942−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −12,782−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −11,287−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| Provident Co of the Employees of the Hebrew University LTD | 0 | $0 | 0.00% | −9,129−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,119−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,263−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −8,247−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,326−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,473−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Passumpsic Savings Bank | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| HC Advisors, LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Baker Boyer National Bank | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |