Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding American Express Co changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of AXP: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2,912383,022+148
Shares578.3M2.60M576.9M+1.20M (+0.2%)
Value$174.8B$785.2M$195.1B+$21.1B (+12.1%)

38 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (263)

Institutions that held American Express Co at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 263 by value.

Institutions new to AXP in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank7,985,867$2.70B0.27%
Jupiter Topco LLC2,382,750$806.0M0.33%
Junto Capital Management LP307,858$104.1M1.93%
Nykredit A/S174,573$59.0M0.23%
ThornTree Capital Partners LP166,784$56.4M7.71%
Freestone Grove Partners LP93,391$31.6M0.21%
Thomasville National Bank49,015$16.6M0.91%
Longbow Finance SA47,463$16.1M2.05%
Giverny Capital Inc.SuperinvestorGiverny Capital46,702$15.8M0.53%
Loews Corp45,000$15.2M0.12%
Genoa Capital Gestora de Recursos Ltda.39,358$13.3M6.67%
Connors Investor Services Inc37,104$12.6M1.09%
Logan Capital Management Inc32,772$11.1M0.41%
CAPROCK Group, Inc.26,807$9.07M0.17%
Trust Co of Vermont24,582$8.31M0.31%
Diversify Advisory Services, LLC22,596$7.58M0.13%
Dark Forest Capital Management LP20,928$7.08M0.46%
Concentric Capital Strategies, LP19,597$6.63M0.41%
Campbell Capital Management Inc19,545$6.61M2.37%
AIA Group Ltd19,530$6.61M0.08%
Fulcrum Asset Management LLP18,607$6.34M0.63%
Global Retirement Partners, LLC17,223$5.83M0.09%
Jump Financial, LLC16,344$5.53M0.05%
N10 Wealth, LLC15,499$5.24M1.86%
N10 Assets, LLC15,305$5.18M2.24%
Mitchell Capital Management Co13,269$4.49M0.68%
Lionhunter Capital Management, LLC12,348$4.18M1.88%
National Philanthropic Trust11,335$3.83M0.06%
Ambassador Advisors, LLC10,723$3.63M0.44%
St. Louis Financial Planners Asset Management, LLC10,201$3.59M1.91%
Canandaigua National Bank & Trust Co10,332$3.49M0.29%
Cinctive Capital Management LP9,588$3.24M0.13%
Sirios Capital Management L P8,984$3.04M0.37%
IFG Advisory, LLC8,749$2.96M0.10%
Axxion S.A.8,100$2.74M0.20%
Deane Retirement Strategies, Inc.8,075$2.73M1.16%
Axxcess Wealth Management, LLC7,600$2.57M0.04%
Aster Capital Management (DIFC) Ltd7,317$2.47M0.53%
Symmetry Investments LP7,200$2.44M0.27%
Hennessy Advisors Inc6,584$2.23M0.07%
Two Sigma Securities, LLC5,661$1.91M0.17%
CV Advisors LLC5,635$1.91M0.36%
Rose Capital Advisors LLC5,594$1.89M1.01%
Peak Asset Management, LLC5,346$1.81M0.27%
Cape Cod Five Cents Savings Bank5,076$1.72M0.14%
Odyssean, LLC4,487$1.52M0.25%
Cordatus Wealth Management LLC4,312$1.46M0.32%
SNS Financial Group, LLC4,238$1.43M0.03%
Evelyn Partners Group Ltd4,094$1.38M0.03%
Connective Portfolio Management, LLC4,000$1.35M2.25%
Evanson Financial, LLC3,991$1.35M0.07%
U S Global Investors Inc3,930$1.33M0.13%
Menard Financial Group LLC3,672$1.24M0.68%
Polymer Capital Management (US) LLC3,649$1.23M0.18%
Bayesian Capital Management, LP3,418$1.16M0.74%
Bullseye Investment Management, LLC3,373$1.14M0.56%
Financial Sense Advisors, Inc.3,194$1.08M0.21%
Quantbot Technologies LP3,136$1.06M0.04%
Ulysses Management LLC3,000$1.01M0.35%
Bamco Inc2,700$913.3K0.00%
First National Bank of Hutchinson2,611$883.2K0.48%
Sandler Capital Management2,588$875.4K0.52%
Oak Thistle LLC2,448$828.0K0.08%
Stonebridge Financial Group, LLC2,427$820.0K0.11%
Purpose Unlimited Inc.2,400$811.8K0.03%
Catalyst Funds Management Pty Ltd2,281$771.5K0.04%
Oversea-Chinese Banking CORP Ltd2,095$711.2K0.02%
Augustine Asset Management Inc1,995$674.8K0.14%
Lavelle Capital LP1,950$659.6K0.34%
Goldstein Advisors, LLC1,912$646.7K0.06%
Codex Capital Asset Management L.L.C.1,900$640.9K0.22%
NBH Bank1,854$627.1K0.26%
Paradigm Financial Partners, LLC1,736$587.2K0.05%
Verity Asset Management, Inc.1,726$583.8K0.22%
Sound Capital Solutions LLC1,577$533.4K0.12%
Parkwoods Wealth Partners, LLC1,577$533.4K0.09%
Vantus Wealth LLC1,555$526.0K0.28%
Eagle Strategies LLC1,464$495.2K0.05%
Compass Financial Management LLC1,414$483.2K0.06%
PKS Advisory Services, LLC1,399$473.4K0.08%
Sienna Gestion1,357$467.7K0.03%
Westwood Holdings Group Inc.1,297$438.7K0.00%
Action Point Financial Planning, LLC1,264$424.3K0.04%
Sunbeam Capital Management, LLC1,223$413.5K0.19%
Fieldview Capital Management, LLC1,211$409.6K0.12%
Willow Creek Capital Management, Inc.1,181$399.5K0.39%
EdgeRock Capital LLC1,175$397.4K0.09%
Invera Wealth Advisors, LLC1,140$385.6K0.21%
Mission Creek Capital Partners, Inc.1,136$384.2K0.07%
Langley Wealth Management, LLC1,087$367.7K0.36%
Intrua Financial, LLC1,082$366.0K0.03%
MLG Wealth Management DBA Pine Grove Financial Group1,077$364.3K0.04%
Itau Unibanco Holding S.A.1,050$355.2K0.01%
PCB Capital LLC1,015$343.4K0.42%
Mosaic Family Wealth Partners, LLC1,006$340.3K0.02%
Basso Capital Management, L.P.1,001$338.6K0.08%
Farringdon Capital, Ltd.998$337.6K0.17%
MW Advisory, LLC971$328.5K0.13%
Signal Advisors Wealth, LLC965$326.5K0.02%
Corps Capital Advisors, LLC948$320.7K0.26%

Sold out (115)

Institutions that held American Express Co at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 115 by value.

Institutions that sold out of AXP in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Susquehanna Portfolio Strategies, LLC152,949$46.3M
Quadrature Capital Ltd114,040$34.5M
Skye Global Management LP65,500$19.8M
North Reef Capital Management LP50,000$15.1M
Polar Capital Holdings Plc45,415$13.7M
Vise Technologies, Inc.32,951$12.2M
Jain Global LLC36,732$11.1M
Gillson Capital LP36,480$11.0M
iA Global Asset Management Inc.33,330$10.1M
Susquehanna Fundamental Investments, LLC33,317$10.1M
ING Groep NV32,836$9.93M
Chapman Investment Management, LLC21,573$6.53M
Banque Cantonale Vaudoise20,503$6.20M
TKG Advisors, LLC18,271$5.53M
Winton Group Ltd14,185$4.29M
Occudo Quantitative Strategies LP12,047$3.89M
Evoke Wealth, LLC11,320$3.42M
SIH Partners, LLLP11,291$3.42M
Quantitative Investment Management, LLC10,765$3.26M
Tudor Investment Corp Et Al10,726$3.24M
Peak Financial Advisors LLC9,862$2.98M
Unifi Asset Management LP9,233$2.79M
Cannon Advisors, Inc.8,748$2.65M
Jackson Wealth Management, LLC7,637$2.31M
Hillsdale Investment Management Inc.7,270$2.20M
Whitaker-Myers Wealth Managers, LTD.7,000$2.12M
Niles Investment Management, LLC6,396$1.93M
SummitTX Capital, L.P.5,651$1.71M
Axq Capital, LP5,149$1.56M
Trust Point Inc.4,912$1.49M
Simplex Trading, LLC4,556$1.38M
Laurion Capital Management LP4,543$1.37M
Blue Jean Financial LLC3,902$1.18M
Ibex Wealth Advisors3,669$1.11M
AXA S.A.3,569$1.08M
Sanders Morris Harris LLC3,388$1.02M
Legacy Wealth Management, LLC3,055$924.1K
Talon Private Wealth, LLC3,051$922.9K
Scissortail Wealth Management, LLC3,017$912.6K
ISAM Funds (UK) Ltd2,797$846.0K
SkyView Investment Advisors, LLC2,582$781.0K
SGL Investment Advisors, Inc.2,372$740.8K
Trust Co2,406$727.8K
Western Financial Corp2,213$669.4K
Whalen Wealth Management Inc.2,118$640.7K
Limestone Investment Advisors LP2,087$631.3K
Machina Capital S.A.S.2,062$623.7K
Arwa LLC1,836$583.5K
Bank of Jackson Hole Trust1,843$557.5K
MOR Wealth Management, LLC1,781$538.7K
Providence First Trust Co1,719$520.0K
111 Capital1,680$508.2K
Paradigm Asset Management Co LLC1,600$484.0K
Lee Johnson Capital Management, LLC1,597$483.1K
Legacy Capital Group California, Inc.1,546$467.6K
Lecap Asset Management Ltd1,523$460.7K
HBK Investments L P1,501$454.0K
Wealth Science Advisors LLC1,192$441.0K
Graham Capital Management, L.P.1,418$428.9K
Oasis Advisors, LLC1,386$418.0K
Koss-Olinger Consulting, LLC1,365$412.8K
Advisortrust Partners, LLC1,353$409.3K
DRW Securities, LLC1,383$406.9K
WealthShield Partners, LLC1,335$403.9K
Sterneck Capital Management, LLC1,257$380.2K
Trivant Custom Portfolio Group, LLC1,176$355.7K
Vivaldi Capital Management, LLC1,039$314.3K
WealthPLAN Partners, LLC1,025$310.1K
Centiva Capital, LP1,022$309.1K
Stonebridge Capital Management Inc1,000$302.5K
Pinnacle West Asset Management, Inc.1,000$302.0K
Headlands Technologies LLC985$297.9K
Scientech Research LLC862$260.7K
Verition Fund Management LLC852$257.7K
Pathfinder Wealth Consulting, Inc.852$257.7K
Alvarez & Marsal Private Wealth Partners, LLC833$252.0K
Sun Group Wealth Partners821$248.4K
Patton Fund Management, Inc.809$244.7K
Chris Bulman Inc802$242.8K
Board of the Pension Protection Fund800$242.0K
Northeast Investment Management798$241.4K
DLK Investment Management, LLC794$240.2K
Main Street Research LLC773$233.8K
Financial Concepts Unlimited, Inc.762$230.5K
Clear Wave Wealth Management LLC730$220.8K
Readystate Asset Management LP721$218.1K
Purewater Capital LLC716$216.7K
Mendel Money Management715$216.3K
Coppell Advisory Solutions LLC724$215.4K
One River Asset Management, LLC710$214.8K
New Wave Wealth Advisors LLC668$202.1K
Wealth Preservation Advisors, LLC537$162.5K
Cohen & Steers, Inc.500$151.0K
Financial Freedom, LLC440$133.1K
True Link Financial Advisors, LLC422$127.6K
Whi Trust Co LLC357$108.1K
RWM Asset Management, LLC306$92.6K
Global Wealth Strategies & Associates286$86.5K
Winthrop Capital Management, LLC230$70.0K
WFA of San Diego, LLC190$57.5K

Not filed for Q2 2026 yet (38)

Institutions that held American Express Co at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC2,314,909$700.2M
GM Advisory Group, Inc.81,433$24.6M
CWM, LLC40,121$12.1M
VectorGlobal IAG, Inc.28,372$8.58M
Arcadia Investment Management Corp19,982$6.04M
Journey Strategic Wealth LLC18,388$5.56M
Skopos Labs, Inc.14,428$4.36M
Canandaigua National Corp10,625$3.21M
U.S. Capital Wealth Advisors, LLC10,457$3.16M
Sunbelt Securities, Inc.7,356$2.22M
First Affirmative Financial Network6,358$1.92M
Richard Bernstein Advisors LLC4,901$1.48M
Leo Wealth, LLC4,364$1.32M
Evanson Asset Management, LLC3,990$1.21M
Evelyn Partners Investment Management LLP3,764$1.14M
Signature Wealth Management Group3,122$944.3K
Millington Securities, LLC3,031$916.9K
Signet Financial Management, LLC2,888$873.5K
McIlrath & Eck, LLC2,802$847.5K
Exencial Wealth Advisors, LLC1,544$467.2K
Jaffetilchin Investment Partners, LLC1,465$443.2K
Gibbs Wealth Management1,257$380.2K
Claris Financial LLC1,173$354.7K
TruWealth Advisors, LLC1,162$351.5K
Willow Financial LLC1,117$337.9K
Reflection Asset Management1,056$320.3K
Catalina Capital Group, LLC996$301.3K
Omnitrust Wealth Management, Inc910$275.3K
Bedell Frazier Investment Counseling, LLC800$242.0K
TSG Advice Partners, LLC772$233.4K
Sandbox Financial Partners, LLC770$233.0K
Anfield Capital Management, LLC615$186.0K
Evelyn Partners Asset Management Ltd275$83.2K
North Ridge Wealth Advisors, Inc.200$60.5K
Financial Connections Group, Inc.134$40.0K
Evelyn Partners Investment Management Services Ltd55$16.6K
Trask Adam Roland50$15.1K
Red Tortoise LLC32$9.68K