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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 25,467 | $5.90M | 1.76% | +11,494+82.3% | Added |
| Assenagon Asset Management S.A. | 25,318 | $5.86M | 0.01% | −994−3.8% | Reduced |
| Chatham Capital Group, Inc. | 25,301 | $5.86M | 1.02% | +497+2.0% | Added |
| Bokf, NA | 25,204 | $5.84M | 0.10% | −459−1.8% | Reduced |
| Long Corridor Asset Management Ltd | 25,000 | $5.79M | 5.48% | −5,000−16.7% | Reduced |
| Bleichroeder LP | 25,000 | $5.79M | 1.72% | 00.0% | Unchanged |
| L & S Advisors Inc | 24,891 | $5.76M | 0.66% | +12,315+97.9% | Added |
| Silvant Capital Management LLC | 24,879 | $5.76M | 0.26% | −196−0.8% | Reduced |
| Venture Visionary Partners LLC | 24,831 | $5.75M | 0.26% | +637+2.6% | Added |
| Morningstar Investment Services LLC | 24,977 | $5.71M | 0.06% | −97−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 24,600 | $5.70M | 0.14% | +1,000+4.2% | Added |
| Kingfisher Capital LLC | 24,582 | $5.69M | 1.33% | −245−1.0% | Reduced |
| Concentric Wealth Management, LLC | 24,364 | $5.64M | 1.47% | +93+0.4% | Added |
| Wetherby Asset Management Inc | 24,055 | $5.57M | 0.26% | −859−3.4% | Reduced |
| Rakuten Investment Management, Inc. | 24,302 | $5.55M | 0.04% | +8,828+57.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 23,961 | $5.55M | 1.16% | +18,351+327.1% | Added |
| Community Financial Services Group, LLC | 23,771 | $5.50M | 1.19% | +1,258+5.6% | Added |
| Wisconsin Capital Management LLC | 23,757 | $5.50M | 2.79% | +480+2.1% | Added |
| Steel Peak Wealth Management LLC | 23,677 | $5.48M | 0.26% | −216−0.9% | Reduced |
| Arjuna Capital | 23,392 | $5.42M | 1.46% | +3,639+18.4% | Added |
| GYL Financial Synergies, LLC | 23,365 | $5.41M | 0.42% | +10.0% | Added |
| Erste Asset Management GmbH | 23,639 | $5.41M | 0.07% | −6,308−21.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,328 | $5.40M | 0.56% | +15+0.1% | Added |
| Bremer Bank National Association | 23,221 | $5.38M | 1.05% | −1,011−4.2% | Reduced |
| Freestone Capital Holdings, LLC | 23,211 | $5.37M | 0.19% | +164+0.7% | Added |
| RBF Capital, LLC | 23,000 | $5.33M | 0.31% | 00.0% | Unchanged |
| Trust Co of Vermont | 22,894 | $5.30M | 0.29% | −164−0.7% | Reduced |
| Hutner Capital Management Inc | 22,777 | $5.27M | 2.89% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 22,753 | $5.27M | 0.07% | +1,308+6.1% | Added |
| Raymond James Trust N.A. | 22,732 | $5.26M | 0.12% | −1,786−7.3% | Reduced |
| Synovus Financial Corp | 22,635 | $5.24M | 0.07% | −94−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 22,618 | $5.24M | 0.04% | +7,110+45.8% | Added |
| Sandhill Capital Partners LLC | 22,482 | $5.21M | 0.40% | −731−3.1% | Reduced |
| Grassi Investment Management | 22,460 | $5.20M | 0.46% | −500−2.2% | Reduced |
| Plato Investment Management Ltd | 22,396 | $5.19M | 0.48% | +590+2.7% | Added |
| Central Pacific Bank - Trust Division | 22,375 | $5.18M | 0.62% | −1,000−4.3% | Reduced |
| Chicago Trust Co NA | 22,304 | $5.16M | 1.05% | +808+3.8% | Added |
| Family Management Corp | 22,175 | $5.13M | 0.91% | +50.0% | Added |
| Naples Global Advisors, LLC | 22,149 | $5.13M | 0.51% | −50−0.2% | Reduced |
| Benson Investment Management Company, Inc. | 21,946 | $5.08M | 2.10% | −101−0.5% | Reduced |
| Salvus Wealth Management, LLC | 21,889 | $5.07M | 3.48% | +973+4.7% | Added |
| Trinity Legacy Partners, LLC | 21,839 | $5.06M | 1.44% | +159+0.7% | Added |
| Omers Administration Corp | 21,839 | $5.06M | 0.05% | +21,839 | New |
| EP Wealth Advisors, LLC | 21,682 | $5.02M | 0.05% | −181−0.8% | Reduced |
| Fiduciary Group LLC | 21,558 | $4.99M | 0.54% | +50+0.2% | Added |
| L1 Capital International Pty Ltd | 21,292 | $4.98M | 1.99% | +21,292 | New |
| Greenleaf Trust | 21,355 | $4.94M | 0.05% | +142+0.7% | Added |
| Interval Partners, LP | 21,294 | $4.93M | 0.14% | +21,294 | New |
| Oppenheimer Asset Management Inc. | 21,261 | $4.92M | 0.06% | −858−3.9% | Reduced |
| Birmingham Capital Management Co Inc | 21,160 | $4.90M | 1.91% | −1,331−5.9% | Reduced |
| Fort Sheridan Advisors LLC | 21,157 | $4.90M | 0.79% | +7,700+57.2% | Added |
| Chapman Investment Management, LLC | 21,141 | $4.90M | 3.72% | −794−3.6% | Reduced |
| CWM, LLC | 21,126 | $4.89M | 0.02% | +224+1.1% | Added |
| Kathleen S. Wright Associates Inc. | 20,427 | $4.88M | 2.24% | 00.0% | Unchanged |
| BFSG, LLC | 20,996 | $4.86M | 0.62% | −96−0.5% | Reduced |
| Montag A & Associates Inc | 20,943 | $4.85M | 0.24% | −29−0.1% | Reduced |
| Veriti Management LLC | 20,924 | $4.84M | 0.30% | +2,067+11.0% | Added |
| Umb Bank N A | 20,793 | $4.81M | 0.08% | −23,136−52.7% | Reduced |
| Northstar Group, Inc. | 20,755 | $4.81M | 0.91% | −74−0.4% | Reduced |
| Capital Markets Trading UK LLP | 20,747 | $4.80M | 3.53% | −1,795−8.0% | Reduced |
| Stephens Inc | 20,668 | $4.79M | 0.07% | +100+0.5% | Added |
| NWK Group, Inc. | 20,575 | $4.76M | 2.00% | +20,575 | New |
| Kingsview Wealth Management, LLC | 20,496 | $4.75M | 0.11% | +1,318+6.9% | Added |
| NBT Bank N A | 20,490 | $4.74M | 0.34% | +818+4.2% | Added |
| LaFleur & Godfrey LLC | 20,439 | $4.73M | 0.69% | −325−1.6% | Reduced |
| LGT Group Foundation | 20,243 | $4.69M | 0.07% | +591+3.0% | Added |
| Gilman Hill Asset Management, LLC | 20,232 | $4.68M | 0.85% | +164+0.8% | Added |
| Cullen Capital Management LLC | 20,128 | $4.66M | 0.05% | +34+0.2% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.66M | 1.62% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,097 | $4.65M | 0.29% | −1,780−8.1% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $4.62M | 0.12% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,790 | $4.58M | 0.01% | −86,142−81.3% | Reduced |
| Gunderson Capital Management Inc. | 19,740 | $4.57M | 1.96% | +933+5.0% | Added |
| NEOS Investment Management LLC | 19,621 | $4.54M | 0.19% | +5,976+43.8% | Added |
| BDF-Gestion | 19,515 | $4.52M | 0.43% | +19,515 | New |
| CSM Advisors, LLC | 19,505 | $4.52M | 0.32% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 19,447 | $4.50M | 0.64% | +400+2.1% | Added |
| Modera Wealth Management, LLC | 19,318 | $4.47M | 0.07% | −81−0.4% | Reduced |
| Snowden Capital Advisors LLC | 19,254 | $4.46M | 0.13% | −1,353−6.6% | Reduced |
| Morton Community Bank | 19,015 | $4.40M | 1.24% | −51−0.3% | Reduced |
| Oliver Luxxe Assets LLC | 18,893 | $4.37M | 0.93% | −278−1.5% | Reduced |
| Centiva Capital, LP | 18,874 | $4.37M | 0.21% | +12,997+221.2% | Added |
| Sumitomo Life Insurance Co | 18,870 | $4.37M | 0.10% | −620−3.2% | Reduced |
| Ossiam | 18,827 | $4.36M | 0.08% | +5,353+39.7% | Added |
| CAPROCK Group, Inc. | 18,691 | $4.33M | 0.18% | +5,287+39.4% | Added |
| Courier Capital LLC | 18,640 | $4.32M | 0.34% | −210−1.1% | Reduced |
| Everence Capital Management Inc | 18,254 | $4.27M | 0.30% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 18,328 | $4.24M | 0.29% | −544−2.9% | Reduced |
| Quantitative Investment Management, LLC | 18,295 | $4.24M | 0.46% | +18,295 | New |
| Investment Management Corp of Ontario | 18,241 | $4.22M | 0.11% | +3,400+22.9% | Added |
| Elgethun Capital Management | 18,218 | $4.22M | 1.06% | +75+0.4% | Added |
| Selway Asset Management | 18,172 | $4.21M | 1.72% | +65+0.4% | Added |
| Wright Investors Service Inc | 18,164 | $4.21M | 1.11% | +278+1.6% | Added |
| Dakota Wealth Management | 18,120 | $4.20M | 0.10% | +68+0.4% | Added |
| Mount Vernon Associates Inc | 18,091 | $4.19M | 3.71% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 18,084 | $4.19M | 0.11% | −61−0.3% | Reduced |
| Longbow Finance SA | 18,076 | $4.19M | 0.43% | −961−5.0% | Reduced |
| Pacifica Capital Investments, LLC | 18,020 | $4.17M | 1.50% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 17,914 | $4.15M | 0.14% | +13,391+296.1% | Added |
| Callahan Advisors, LLC | 17,900 | $4.14M | 0.43% | +10.0% | Added |