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; 3,022 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
- 2,349
- +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
- 830 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| Seizert Capital Partners, LLC | 38,471 | $8.91M | 0.44% | −19,916−34.1% | Reduced |
| NatWest Group plc | 38,410 | $8.89M | 3.04% | +14,124+58.2% | Added |
| Chemung Canal Trust Co | 38,299 | $8.87M | 1.72% | −3,671−8.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 38,037 | $8.81M | 0.24% | +180+0.5% | Added |
| Hudson Valley Investment Advisors Inc | 46,537 | $8.81M | 1.14% | −4,669−9.1% | Reduced |
| Boston Common Asset Management, LLC | 37,738 | $8.74M | 0.22% | −16,302−30.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,168 | $8.64M | 3.02% | +525+1.5% | Added |
| Savant Capital, LLC | 37,205 | $8.61M | 0.09% | −487−1.3% | Reduced |
| Headinvest, LLC | 36,946 | $8.55M | 1.68% | −765−2.0% | Reduced |
| Hartford Investment Management Co | 36,455 | $8.44M | 0.29% | −522−1.4% | Reduced |
| Bell Asset Management Ltd | 36,441 | $8.44M | 1.18% | −5,098−12.3% | Reduced |
| Girard Partners Ltd. | 36,391 | $8.43M | 0.80% | −614−1.7% | Reduced |
| Guggenheim Capital LLC | 36,192 | $8.38M | 0.06% | +4,828+15.4% | Added |
| NWF Advisory Services Inc. | 35,804 | $8.29M | 1.32% | +94+0.3% | Added |
| Banyan Capital Management, Inc. | 35,796 | $8.29M | 5.01% | −11,754−24.7% | Reduced |
| Amica Mutual Insurance Co | 35,779 | $8.29M | 0.82% | −7,329−17.0% | Reduced |
| Vontobel Holding Ltd. | 35,631 | $8.25M | 0.03% | −23,361−39.6% | Reduced |
| Winslow Asset Management Inc | 35,275 | $8.17M | 1.61% | −1,110−3.1% | Reduced |
| D.A. Davidson & Co. | 35,002 | $8.10M | 0.07% | +1,350+4.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $8.10M | 0.02% | −397,690−91.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,991 | $8.10M | 0.56% | −2,576−6.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 34,800 | $8.06M | 0.13% | −50.0% | Reduced |
| Lido Advisors, LLC | 34,761 | $8.05M | 0.07% | −35,727−50.7% | Reduced |
| SP Asset Management LLC | 34,567 | $8.00M | 0.73% | +100+0.3% | Added |
| Asset Dedication, LLC | 34,514 | $7.99M | 0.55% | −156−0.4% | Reduced |
| Meyer Handelman Co | 34,500 | $7.99M | 0.28% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 34,237 | $7.93M | 1.07% | −96−0.3% | Reduced |
| Unison Asset Management LLC | 34,057 | $7.89M | 3.99% | +235+0.7% | Added |
| Pacific Global Investment Management CO | 33,698 | $7.80M | 1.48% | +236+0.7% | Added |
| Prio Wealth Limited Partnership | 33,620 | $7.78M | 0.23% | +732+2.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,436 | $7.74M | 2.49% | −86−0.3% | Reduced |
| AMG National Trust Bank | 33,307 | $7.71M | 0.21% | +7,223+27.7% | Added |
| Stokes Capital Advisors, LLC | 33,203 | $7.69M | 2.14% | +2,611+8.5% | Added |
| KMG Fiduciary Partners, LLC | 33,029 | $7.65M | 0.75% | −1,134−3.3% | Reduced |
| Central Trust Co | 32,944 | $7.63M | 0.19% | −4,482−12.0% | Reduced |
| Fundamentun, LLC | 32,787 | $7.59M | 0.63% | +6,637+25.4% | Added |
| Securian Asset Management, Inc | 32,674 | $7.57M | 0.22% | −1,008−3.0% | Reduced |
| 1st Source Bank | 32,667 | $7.56M | 0.44% | −500−1.5% | Reduced |
| St Germain D J Co Inc | 32,483 | $7.52M | 0.36% | −738−2.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 32,415 | $7.51M | 0.08% | +648+2.0% | Added |
| Stratos Wealth Partners, LTD. | 32,405 | $7.50M | 0.12% | +2,229+7.4% | Added |
| Louisiana State Employees Retirement System | 32,100 | $7.43M | 0.14% | −1,200−3.6% | Reduced |
| Strategic Financial Concepts, LLC | 85,396 | $7.42M | 0.03% | +85,396 | New |
| LB Partners LLC | 32,000 | $7.41M | 6.17% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 31,847 | $7.37M | 3.26% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 30,822 | $7.36M | 0.78% | −2,279−6.9% | Reduced |
| Cornerstone Advisors, LLC | 31,800 | $7.36M | 0.30% | −2,800−8.1% | Reduced |
| HighPoint Advisor Group LLC | 29,057 | $7.34M | 0.44% | +188+0.7% | Added |
| FORA Capital, LLC | 31,639 | $7.33M | 0.89% | +31,639 | New |
| Legacy Trust | 31,623 | $7.32M | 1.82% | −1,014−3.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $7.32M | 0.91% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 31,580 | $7.31M | 0.29% | −4,092−11.5% | Reduced |
| Westend Capital Management, LLC | 31,267 | $7.31M | 2.57% | +9,118+41.2% | Added |
| Point72 (DIFC) Ltd | 31,441 | $7.28M | 0.65% | +31,441 | New |
| Ceera Investments, LLC | 31,433 | $7.28M | 3.08% | −215−0.7% | Reduced |
| Wellington Shields Capital Management, LLC | 31,327 | $7.25M | 1.32% | −423−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 30,342 | $7.03M | 0.44% | −1,509−4.7% | Reduced |
| DCM Advisors, LLC | 30,329 | $7.02M | 3.71% | −4,381−12.6% | Reduced |
| Pavion Blue Capital, LLC | 30,300 | $7.02M | 3.45% | −415−1.4% | Reduced |
| Norinchukin Bank, The | 30,260 | $7.01M | 0.20% | −596−1.9% | Reduced |
| Heritage Trust Co | 29,946 | $6.93M | 0.91% | −638−2.1% | Reduced |
| Mirabaud Asset Management Ltd | 29,661 | $6.87M | 3.16% | +6,005+25.4% | Added |
| Quantinno Capital Management LP | 29,622 | $6.86M | 0.12% | +3,742+14.5% | Added |
| Fiera Capital Corp | 29,561 | $6.84M | 0.02% | +29,561 | New |
| Warther Private Wealth, LLC | 29,437 | $6.82M | 2.67% | −20.0% | Reduced |
| New Mexico Educational Retirement Board | 28,963 | $6.71M | 0.23% | 00.0% | Unchanged |
| Agf Management Ltd | 28,822 | $6.67M | 0.04% | +953+3.4% | Added |
| Bouvel Investment Partners, LLC | 28,765 | $6.66M | 2.58% | −105−0.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 28,730 | $6.65M | 0.33% | +31+0.1% | Added |
| TrimTabs Asset Management, LLC | 28,709 | $6.65M | 1.65% | +432+1.5% | Added |
| Balyasny Asset Management LLC | 28,606 | $6.62M | 0.02% | +20,538+254.6% | Added |
| F/M Investments LLC | 28,457 | $6.59M | 0.24% | +28,457 | New |
| Boyd Watterson Asset Management LLC | 28,424 | $6.58M | 1.88% | −90−0.3% | Reduced |
| Wedbush Securities Inc | 28,308 | $6.55M | 0.23% | −2,658−8.6% | Reduced |
| Hendershot Investments Inc. | 28,272 | $6.55M | 0.94% | −287−1.0% | Reduced |
| Bensler, LLC | 28,121 | $6.51M | 0.88% | +1,530+5.8% | Added |
| Toroso Investments, LLC | 28,069 | $6.50M | 0.09% | −1,149−3.9% | Reduced |
| Ieq Capital, LLC | 27,929 | $6.47M | 0.09% | +3,273+13.3% | Added |
| Coastal Investment Advisors, Inc. | 27,825 | $6.44M | 1.26% | −54−0.2% | Reduced |
| Avitas Wealth Management LLC | 27,682 | $6.41M | 0.94% | +95+0.3% | Added |
| Metis Global Partners, LLC | 27,556 | $6.38M | 0.22% | −121−0.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $6.37M | 0.43% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 27,334 | $6.33M | 1.64% | −2,694−9.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,190 | $6.30M | 0.64% | −195−0.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $6.25M | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 26,717 | $6.18M | 0.25% | −485−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 26,631 | $6.17M | 0.08% | +3,806+16.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,607 | $6.16M | 0.11% | +145+0.5% | Added |
| First Interstate Bank | 26,363 | $6.10M | 0.41% | −677−2.5% | Reduced |
| Coastline Trust Co | 26,222 | $6.07M | 0.71% | +817+3.2% | Added |
| Foster Group, Inc. | 25,883 | $5.99M | 0.24% | +36+0.1% | Added |
| Adviser Investments LLC | 25,823 | $5.98M | 0.08% | +208+0.8% | Added |
| Reliant Investment Management, LLC | 25,807 | $5.98M | 2.81% | +85+0.3% | Added |
| Taurus Asset Management, LLC | 25,798 | $5.97M | 0.61% | −39,911−60.7% | Reduced |
| Arcadia Investment Management Corp | 25,690 | $5.95M | 1.02% | −285−1.1% | Reduced |
| Adalta Capital Management LLC | 25,605 | $5.93M | 3.22% | −100.0% | Reduced |
| Roundview Capital LLC | 25,585 | $5.92M | 0.47% | −314−1.2% | Reduced |
| Advisory Services Network, LLC | 25,584 | $5.92M | 0.12% | −1,697−6.2% | Reduced |
| Siemens Fonds Invest GmbH | 25,513 | $5.91M | 0.44% | +68+0.3% | Added |
| SpiderRock Advisors, LLC | 25,507 | $5.91M | 0.16% | +975+4.0% | Added |