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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 13,471 | $3.12M | 0.20% | −9−0.1% | Reduced |
| Jacobi Capital Management LLC | 13,358 | $3.09M | 0.27% | +656+5.2% | Added |
| Herbst Group, LLC | 13,281 | $3.08M | 1.87% | +325+2.5% | Added |
| Smith, Salley & Associates | 13,198 | $3.06M | 0.22% | +15+0.1% | Added |
| Investment Advisory Services Inc | 13,157 | $3.05M | 1.12% | −620−4.5% | Reduced |
| Greenfield Savings Bank | 13,153 | $3.05M | 1.57% | −66−0.5% | Reduced |
| Coldstream Capital Management Inc | 13,150 | $3.04M | 0.07% | +378+3.0% | Added |
| Meeder Advisory Services, Inc. | 13,099 | $3.03M | 0.21% | +3,682+39.1% | Added |
| Fortis Group Advisors, LLC | 13,065 | $3.03M | 0.60% | +13,065 | New |
| Ostrum Asset Management | 13,019 | $3.01M | 0.26% | −664−4.9% | Reduced |
| Rehmann Capital Advisory Group | 12,929 | $2.99M | 0.21% | +50.0% | Added |
| TD Private Client Wealth LLC | 12,924 | $2.99M | 0.09% | −3,598−21.8% | Reduced |
| Leonteq Securities AG | 12,892 | $2.99M | 0.42% | +1,622+14.4% | Added |
| Dynamic Advisor Solutions LLC | 12,806 | $2.97M | 0.09% | +13+0.1% | Added |
| Profund Advisors LLC | 12,779 | $2.96M | 0.11% | −413−3.1% | Reduced |
| Invesco, LLC | 12,764 | $2.96M | 1.24% | −54−0.4% | Reduced |
| Cito Capital Group, LLC | 12,725 | $2.95M | 1.14% | −75−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 12,695 | $2.94M | 0.30% | −70−0.5% | Reduced |
| Quadrant Capital Group LLC | 12,692 | $2.94M | 0.22% | +334+2.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,613 | $2.92M | 1.95% | −250−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 12,585 | $2.91M | 0.07% | −722−5.4% | Reduced |
| Insight Inv LLC | 12,581 | $2.91M | 2.52% | −100−0.8% | Reduced |
| Chicago Capital, LLC | 12,579 | $2.91M | 0.09% | +1,300+11.5% | Added |
| Principal Securities, Inc. | 12,578 | $2.91M | 0.08% | +896+7.7% | Added |
| Sequoia Financial Advisors, LLC | 12,562 | $2.91M | 0.04% | +440+3.6% | Added |
| Connable Office Inc | 12,553 | $2.91M | 0.31% | −2,596−17.1% | Reduced |
| Vinva Investment Management Ltd | 12,686 | $2.90M | 0.15% | −715−5.3% | Reduced |
| Sawyer & Company, Inc | 12,470 | $2.89M | 1.15% | −175−1.4% | Reduced |
| Apollon Wealth Management, LLC | 12,436 | $2.88M | 0.09% | −1,699−12.0% | Reduced |
| Eads & Heald Wealth Management | 12,416 | $2.88M | 1.39% | −666−5.1% | Reduced |
| Cullen Investment Group, Ltd. | 12,413 | $2.87M | 0.46% | −375−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 12,349 | $2.86M | 0.44% | +613+5.2% | Added |
| Ahl Investment Management, Inc. | 12,331 | $2.86M | 2.09% | −55−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 12,607 | $2.85M | 0.32% | −1,501−10.6% | Reduced |
| Rathbone Brothers plc | 12,146 | $2.81M | 0.02% | −31−0.3% | Reduced |
| Bleakley Financial Group, LLC | 12,112 | $2.80M | 0.08% | −775−6.0% | Reduced |
| Change Path, LLC | 12,093 | $2.80M | 0.14% | −1,006−7.7% | Reduced |
| SOL Capital Management CO | 12,023 | $2.78M | 0.33% | −325−2.6% | Reduced |
| Peoples Financial Services Corp. | 12,017 | $2.78M | 1.26% | −630−5.0% | Reduced |
| Independent Investors Inc | 12,000 | $2.78M | 0.61% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,965 | $2.77M | 0.04% | +666+5.9% | Added |
| Independent Financial Group, LLC | 11,811 | $2.73M | 0.11% | +4,049+52.2% | Added |
| KCM Investment Advisors LLC | 11,770 | $2.73M | 0.10% | −732−5.9% | Reduced |
| Impax Asset Management Group plc | 11,768 | $2.72M | 0.01% | −608−4.9% | Reduced |
| Constitution Capital LLC | 11,750 | $2.72M | 1.44% | +2,300+24.3% | Added |
| Brevan Howard Capital Management LP | 11,736 | $2.72M | 0.18% | −9,362−44.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,707 | $2.71M | 0.62% | +26+0.2% | Added |
| Azimuth Capital Investment Management LLC | 11,690 | $2.71M | 0.11% | −520−4.3% | Reduced |
| Icon Wealth Advisors, LLC | 10,664 | $2.70M | 0.24% | +2,241+26.6% | Added |
| Trust Co of Toledo NA | 11,636 | $2.69M | 0.39% | +120+1.0% | Added |
| Valueworks LLC | 11,585 | $2.68M | 0.83% | +10.0% | Added |
| Arcus Capital Partners, LLC | 11,583 | $2.68M | 1.03% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 11,575 | $2.68M | 1.29% | −97−0.8% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.68M | 0.06% | 00.0% | Unchanged |
| Fruth Investment Management | 11,550 | $2.67M | 0.73% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 11,530 | $2.67M | 0.01% | 00.0% | Unchanged |
| Boston Family Office LLC | 11,430 | $2.65M | 0.19% | −150−1.3% | Reduced |
| BLB&B Advisors, LLC | 11,422 | $2.64M | 0.14% | −50.0% | Reduced |
| Harbor Capital Advisors, Inc. | 11,419 | $2.64M | 0.20% | +24+0.2% | Added |
| QV Investors Inc. | 11,370 | $2.63M | 0.25% | +60+0.5% | Added |
| Private Wealth Partners, LLC | 11,213 | $2.60M | 0.20% | 00.0% | Unchanged |
| Vestcor Inc | 11,208 | $2.60M | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 11,180 | $2.59M | 0.20% | +6,088+119.6% | Added |
| Moody National Bank Trust Division | 11,141 | $2.58M | 0.20% | +98+0.9% | Added |
| Stonegate Investment Group, LLC | 11,112 | $2.57M | 0.07% | −10,539−48.7% | Reduced |
| Wilkins Investment Counsel Inc | 11,082 | $2.57M | 0.38% | +170+1.6% | Added |
| Sigma Planning Corp | 11,060 | $2.56M | 0.08% | +206+1.9% | Added |
| Frank, Rimerman Advisors LLC | 11,053 | $2.56M | 0.18% | +11,015+28,986.8% | Added |
| Parallel Advisors, LLC | 11,031 | $2.55M | 0.07% | +147+1.4% | Added |
| Optimas Capital Ltd | 12,000 | $2.55M | 2.90% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $2.55M | 0.67% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 10,962 | $2.54M | 0.12% | +2,299+26.5% | Added |
| J. Safra Sarasin Holding AG | 10,905 | $2.53M | 0.05% | +10,905 | New |
| Summit Trail Advisors, LLC | 10,870 | $2.52M | 0.07% | −171−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 10,865 | $2.52M | 0.12% | +1,039+10.6% | Added |
| St. Johns Investment Management Company, LLC | 10,864 | $2.52M | 1.19% | +110+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 10,860 | $2.51M | 0.26% | −23,370−68.3% | Reduced |
| Hartline Investment Corp | 10,844 | $2.51M | 0.34% | +10,844 | New |
| Trajan Wealth LLC | 10,823 | $2.51M | 0.16% | +1,388+14.7% | Added |
| Deane Retirement Strategies, Inc. | 10,829 | $2.51M | 1.29% | −258−2.3% | Reduced |
| Strategic Planning Group, LLC | 10,801 | $2.50M | 0.55% | +875+8.8% | Added |
| First Dallas Securities Inc. | 10,690 | $2.48M | 1.09% | −1,209−10.2% | Reduced |
| Midwest Professional Planners, LTD. | 10,628 | $2.46M | 0.82% | +1,793+20.3% | Added |
| Buttonwood Financial Advisors Inc. | 10,614 | $2.46M | 1.16% | −370−3.4% | Reduced |
| Horizon Investments, LLC | 10,604 | $2.45M | 0.07% | +154+1.5% | Added |
| Fulton Bank, N.A. | 10,512 | $2.43M | 0.10% | −756−6.7% | Reduced |
| Arete Wealth Advisors, LLC | 10,619 | $2.43M | 0.20% | −104−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 10,473 | $2.43M | 0.08% | +1,510+16.8% | Added |
| Ameritas Advisory Services, LLC | 10,465 | $2.42M | 0.09% | +237+2.3% | Added |
| Great Lakes Retirement, Inc. | 10,449 | $2.42M | 0.33% | +994+10.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,435 | $2.42M | 0.06% | +17+0.2% | Added |
| Prosperity Consulting Group, LLC | 10,402 | $2.41M | 0.33% | +72+0.7% | Added |
| FOCUS Wealth Advisors, LLC | 10,395 | $2.41M | 1.24% | +518+5.2% | Added |
| Guardian Capital LP | 10,388 | $2.41M | 0.09% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 10,384 | $2.40M | 0.26% | +41+0.4% | Added |
| Hilltop Holdings Inc. | 10,360 | $2.40M | 0.28% | +170+1.7% | Added |
| Alps Advisors Inc | 10,313 | $2.39M | 0.02% | −837−7.5% | Reduced |
| Mission Wealth Management, LP | 10,301 | $2.39M | 0.06% | +102+1.0% | Added |
| Northstar Advisory Group, LLC | 10,187 | $2.36M | 1.36% | +535+5.5% | Added |
| Bank of Stockton | 10,175 | $2.36M | 0.75% | −1,858−15.4% | Reduced |