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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 17,871 | $4.14M | 0.08% | +711+4.1% | Added |
| Integrated Wealth Concepts LLC | 17,858 | $4.14M | 0.06% | +739+4.3% | Added |
| Univest Financial Corp | 17,835 | $4.13M | 1.15% | −1,042−5.5% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $4.13M | 0.09% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 17,826 | $4.13M | 0.57% | −44−0.2% | Reduced |
| Park National Corp | 17,783 | $4.12M | 0.15% | −466−2.6% | Reduced |
| WP Advisors, LLC | 17,728 | $4.10M | 1.31% | −256−1.4% | Reduced |
| Glenview Trust Co | 17,710 | $4.10M | 0.08% | −247−1.4% | Reduced |
| Mathes Company, Inc. | 17,670 | $4.09M | 1.49% | +470+2.7% | Added |
| Haverford Trust Co | 17,663 | $4.09M | 0.04% | +6,155+53.5% | Added |
| Magellan Asset Management Ltd | 17,648 | $4.09M | 0.04% | −159−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,556 | $4.07M | 0.01% | −1,084−5.8% | Reduced |
| NorthRock Partners, LLC | 17,500 | $4.05M | 0.15% | −235−1.3% | Reduced |
| First Hawaiian Bank | 17,453 | $4.04M | 0.14% | −6,034−25.7% | Reduced |
| Verdence Capital Advisors LLC | 17,443 | $4.04M | 0.36% | +503+3.0% | Added |
| Stone Point Wealth LLC | 17,442 | $4.04M | 1.45% | −295−1.7% | Reduced |
| JLB & Associates Inc | 17,424 | $4.03M | 0.54% | +5,168+42.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,348 | $4.02M | 0.17% | −1,317−7.1% | Reduced |
| NewEdge Wealth, LLC | 17,215 | $3.99M | 0.09% | −711−4.0% | Reduced |
| National Asset Management, Inc. | 17,195 | $3.98M | 0.10% | −3,757−17.9% | Reduced |
| Milestone Asset Management, LLC | 17,149 | $3.97M | 0.99% | −5,111−23.0% | Reduced |
| Condor Capital Management | 17,096 | $3.96M | 0.38% | −455−2.6% | Reduced |
| Bill Few Associates, Inc. | 16,998 | $3.94M | 1.51% | −512−2.9% | Reduced |
| Resonant Capital Advisors, LLC | 16,978 | $3.93M | 0.32% | +157+0.9% | Added |
| Teamwork Financial Advisors, LLC | 16,975 | $3.93M | 0.58% | +3,490+25.9% | Added |
| Pring Turner Capital Group Inc | 16,973 | $3.93M | 2.74% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 16,922 | $3.92M | 0.17% | +4,648+37.9% | Added |
| Shelton Capital Management | 16,906 | $3.91M | 0.11% | −502−2.9% | Reduced |
| Welch Group, LLC | 16,842 | $3.90M | 0.19% | +3,500+26.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,679 | $3.86M | 0.20% | −624−3.6% | Reduced |
| Nemes Rush Group LLC | 16,620 | $3.85M | 0.53% | +100+0.6% | Added |
| NVWM, LLC | 16,408 | $3.80M | 1.01% | −884−5.1% | Reduced |
| Scotia Capital Inc. | 16,403 | $3.80M | 0.02% | +4,450+37.2% | Added |
| AustralianSuper Pty Ltd | 16,351 | $3.79M | 0.02% | +6,101+59.5% | Added |
| Equitable Holdings, Inc. | 16,334 | $3.78M | 0.04% | +2,368+17.0% | Added |
| Moody Lynn & Lieberson, LLC | 16,269 | $3.77M | 0.25% | +114+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 16,261 | $3.77M | 0.08% | −219−1.3% | Reduced |
| DRW Securities, LLC | 16,296 | $3.76M | 0.23% | +14,845+1,023.1% | Added |
| Hodges Capital Management Inc. | 16,230 | $3.76M | 0.25% | −2,547−13.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 16,075 | $3.72M | 0.04% | −2,020−11.2% | Reduced |
| Brave Asset Management Inc | 16,009 | $3.71M | 0.94% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,991 | $3.70M | 0.41% | +589+3.8% | Added |
| Park Avenue Securities LLC | 15,963 | $3.70M | 0.05% | −871−5.2% | Reduced |
| Conscious Wealth Investments, LLC | 14,926 | $3.68M | 2.65% | −9−0.1% | Reduced |
| CenterBook Partners LP | 15,821 | $3.66M | 0.23% | +15,821 | New |
| Lombard Odier Asset Management (Switzerland) SA | 15,818 | $3.66M | 0.37% | −1,360−7.9% | Reduced |
| RSM US Wealth Management LLC | 15,575 | $3.64M | 0.06% | +10,732+221.6% | Added |
| Meitav Dash Investments Ltd | 15,814 | $3.63M | 0.06% | −39,870−71.6% | Reduced |
| Valeo Financial Advisors, LLC | 15,629 | $3.62M | 0.11% | +225+1.5% | Added |
| Lincoln Capital LLC | 15,618 | $3.62M | 0.81% | −115−0.7% | Reduced |
| Valicenti Advisory Services Inc | 15,605 | $3.61M | 0.97% | −160−1.0% | Reduced |
| Empire Financial Management Company, LLC | 15,561 | $3.60M | 1.19% | −34−0.2% | Reduced |
| New England Asset Management Inc | 15,420 | $3.57M | 0.59% | −2,080−11.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,373 | $3.56M | 0.32% | −80−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 15,370 | $3.56M | 0.20% | −350−2.2% | Reduced |
| Strata Wealth Advisors, LLC | 15,336 | $3.55M | 1.22% | −76−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 15,328 | $3.55M | 0.09% | +4,356+39.7% | Added |
| Tokio Marine Asset Management Co Ltd | 15,206 | $3.52M | 0.17% | +398+2.7% | Added |
| Kanawha Capital Management LLC | 15,205 | $3.52M | 0.28% | +655+4.5% | Added |
| Buckhead Capital Management LLC | 15,198 | $3.52M | 1.19% | −3,246−17.6% | Reduced |
| Diversify Wealth Management, LLC | 15,562 | $3.52M | 0.44% | +15,562 | New |
| Compass Wealth Management LLC | 15,005 | $3.47M | 0.86% | −63−0.4% | Reduced |
| Olstein Capital Management, L.P. | 15,000 | $3.47M | 0.62% | −3,500−18.9% | Reduced |
| AE Wealth Management LLC | 14,979 | $3.47M | 0.03% | +2,894+23.9% | Added |
| Schechter Investment Advisors, LLC | 14,954 | $3.46M | 0.26% | +340+2.3% | Added |
| Wynn Capital, LLC | 14,858 | $3.44M | 2.54% | +185+1.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,771 | $3.42M | 1.49% | −389−2.6% | Reduced |
| Pettee Investors, Inc. | 14,706 | $3.41M | 1.64% | −660−4.3% | Reduced |
| William Allan, LLC | 14,704 | $3.40M | 2.28% | −97−0.7% | Reduced |
| West Oak Capital, LLC | 14,662 | $3.39M | 1.37% | +1,185+8.8% | Added |
| Kerusso Capital Management LLC | 14,547 | $3.37M | 2.45% | +14,547 | New |
| Benedict Financial Advisors Inc | 14,484 | $3.35M | 0.85% | −24−0.2% | Reduced |
| Aviance Capital Partners, LLC | 14,437 | $3.34M | 0.48% | +46+0.3% | Added |
| TCTC Holdings, LLC | 14,370 | $3.33M | 0.11% | +112+0.8% | Added |
| Gladstone Institutional Advisory LLC | 14,357 | $3.32M | 0.17% | +3,846+36.6% | Added |
| BCJ Capital Management, LLC | 14,336 | $3.32M | 0.26% | −2,975−17.2% | Reduced |
| Cookson Peirce & Co Inc | 14,275 | $3.31M | 0.16% | +14,275 | New |
| Signaturefd, LLC | 14,264 | $3.30M | 0.07% | +1,108+8.4% | Added |
| Canandaigua National Bank & Trust Co | 14,249 | $3.30M | 0.36% | −544−3.7% | Reduced |
| Evercore Wealth Management, LLC | 14,248 | $3.30M | 0.05% | −237−1.6% | Reduced |
| Lodestone Wealth Management LLC | 14,124 | $3.27M | 1.74% | −2,419−14.6% | Reduced |
| Townsend & Associates, Inc | 13,292 | $3.27M | 0.36% | −364−2.7% | Reduced |
| Brendel Financial Advisors LLC | 14,021 | $3.25M | 2.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 14,010 | $3.24M | 0.06% | +1,530+12.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,983 | $3.24M | 0.75% | +504+3.7% | Added |
| ProVise Management Group, LLC | 13,970 | $3.23M | 0.28% | −198−1.4% | Reduced |
| Intrinsic Value Partners, LLC | 13,950 | $3.23M | 3.37% | −380−2.7% | Reduced |
| Boston Private Wealth LLC | 13,933 | $3.23M | 0.08% | −2,200−13.6% | Reduced |
| Chartwell Investment Partners, LLC | 13,898 | $3.22M | 0.11% | +244+1.8% | Added |
| Columbia Asset Management | 13,869 | $3.21M | 0.60% | +330+2.4% | Added |
| Jones Financial Companies LLLP | 13,865 | $3.21M | 0.00% | +8,877+178.0% | Added |
| South State Corp. | 13,854 | $3.21M | 0.23% | +231+1.7% | Added |
| Proequities, Inc. | 13,812 | $3.20M | 0.20% | +734+5.6% | Added |
| Capital International Inc | 13,792 | $3.19M | 0.04% | +13,792 | New |
| Lakeview Capital Partners, LLC | 13,946 | $3.18M | 0.52% | 00.0% | Unchanged |
| Webster Bank, N. A. | 13,661 | $3.16M | 0.35% | −638−4.5% | Reduced |
| Tower Bridge Advisors | 13,627 | $3.16M | 0.35% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,606 | $3.15M | 0.07% | +1,474+12.1% | Added |
| BNC Wealth Management, LLC | 13,577 | $3.14M | 1.17% | +1,514+12.6% | Added |
| Simplicity Wealth,LLC | 13,509 | $3.13M | 0.07% | −716−5.0% | Reduced |