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 2026
Institutional positions in American Express Co as of Jun 30, 2026. 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
- 3,022
- +148 vs. Q1 2026
- Shares held
- 576.9M
- +1.20M (+0.2%) vs. Q1 2026
- Total value
- $195.1B
- +$21.1B (+12.1%) vs. Q1 2026
- New holders
- 263
- 1,215 more added
- Sold out
- 115
- 1,067 more reduced
38 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco, LLC | 11,602 | $3.92M | 1.21% | +6+0.1% | Added |
| Aristotle Capital Management, LLC | 11,530 | $3.90M | 0.01% | 00.0% | Unchanged |
| Capital International Ltd | 11,511 | $3.89M | 0.13% | +36+0.3% | Added |
| Salvus Wealth Management, LLC | 11,504 | $3.89M | 2.18% | −454−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 11,493 | $3.89M | 0.09% | −33−0.3% | Reduced |
| Syon Capital LLC | 11,488 | $3.89M | 0.17% | +2,482+27.6% | Added |
| Fulton Bank, N.A. | 11,461 | $3.88M | 0.12% | +1,569+15.9% | Added |
| Boston Common Asset Management, LLC | 11,387 | $3.85M | 0.23% | −238−2.0% | Reduced |
| Conscious Wealth Investments, LLC | 10,971 | $3.85M | 1.98% | −210−1.9% | Reduced |
| Birinyi Associates Inc | 11,360 | $3.84M | 0.91% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,340 | $3.84M | 0.17% | 00.0% | Unchanged |
| National Philanthropic Trust | 11,335 | $3.83M | 0.06% | +11,335 | New |
| Family Capital Trust Co | 11,318 | $3.83M | 1.25% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 11,316 | $3.83M | 1.02% | +6,267+124.1% | Added |
| Atomi Financial Group, Inc. | 11,276 | $3.81M | 0.10% | +602+5.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,256 | $3.81M | 0.07% | +52+0.5% | Added |
| Jacobi Capital Management LLC | 11,237 | $3.80M | 0.19% | +16+0.1% | Added |
| Venturi Wealth Management, LLC | 11,224 | $3.80M | 0.15% | +82+0.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 11,135 | $3.77M | 0.91% | +543+5.1% | Added |
| Arista Wealth Management, LLC | 11,105 | $3.76M | 0.41% | +480+4.5% | Added |
| Kimelman & Baird, LLC | 11,055 | $3.74M | 0.28% | +1,764+19.0% | Added |
| Independent Investors Inc | 11,000 | $3.72M | 0.71% | −1,000−8.3% | Reduced |
| Twin Tree Management, LP | 10,997 | $3.72M | 0.58% | +9,322+556.5% | Added |
| Ashton Thomas Private Wealth, LLC | 10,928 | $3.70M | 0.08% | +470+4.5% | Added |
| Columbia Asset Management | 10,829 | $3.66M | 0.64% | −965−8.2% | Reduced |
| Vestcor Inc | 10,769 | $3.64M | 0.09% | −352−3.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,745 | $3.63M | 1.97% | +35+0.3% | Added |
| Level Four Advisory Services, LLC | 10,731 | $3.63M | 0.10% | +182+1.7% | Added |
| Ambassador Advisors, LLC | 10,723 | $3.63M | 0.44% | +10,723 | New |
| Parkside Financial Bank & Trust | 10,723 | $3.63M | 0.25% | +29+0.3% | Added |
| Fiduciary Alliance LLC | 10,676 | $3.61M | 0.24% | −124−1.1% | Reduced |
| Bull Street Advisors, LLC | 10,673 | $3.61M | 1.65% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,661 | $3.61M | 0.06% | −2,952−21.7% | Reduced |
| HBK Sorce Advisory LLC | 10,307 | $3.60M | 0.07% | −121−1.2% | Reduced |
| Cullen Investment Group, Ltd. | 10,628 | $3.60M | 0.43% | −42−0.4% | Reduced |
| Fruth Investment Management | 10,630 | $3.60M | 0.86% | −240−2.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,201 | $3.59M | 1.91% | +10,201 | New |
| Spartan Wealth Advisory Services LLC | 10,594 | $3.58M | 0.29% | −951−8.2% | Reduced |
| Penn Davis McFarland Inc | 10,546 | $3.57M | 0.32% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,545 | $3.57M | 0.44% | −50.0% | Reduced |
| Knuff & Co LLC | 10,543 | $3.57M | 0.90% | +593+6.0% | Added |
| Ostrum Asset Management | 10,537 | $3.56M | 0.17% | +1,883+21.8% | Added |
| Connable Office Inc | 10,483 | $3.55M | 0.31% | +56+0.5% | Added |
| Personal Cfo Solutions, LLC | 10,480 | $3.54M | 0.51% | −142−1.3% | Reduced |
| KCM Investment Advisors LLC | 10,402 | $3.52M | 0.10% | −89−0.8% | Reduced |
| Notis-McConarty Edward | 10,389 | $3.51M | 1.52% | +1,610+18.3% | Added |
| Banyan Capital Management, Inc. | 10,379 | $3.51M | 1.53% | −321−3.0% | Reduced |
| Texas Bank & Trust Co | 10,375 | $3.51M | 1.15% | +134+1.3% | Added |
| Smithfield Trust Co | 10,347 | $3.50M | 0.14% | −128−1.2% | Reduced |
| Argent Advisors, Inc. | 10,335 | $3.50M | 0.87% | +140+1.4% | Added |
| Canandaigua National Bank & Trust Co | 10,332 | $3.49M | 0.29% | +10,332 | New |
| Smartleaf Asset Management LLC | 10,190 | $3.47M | 0.11% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10,267 | $3.47M | 1.09% | +2,685+35.4% | Added |
| Tema ETFs LLC | 10,234 | $3.46M | 0.11% | +870+9.3% | Added |
| Alps Advisors Inc | 10,222 | $3.46M | 0.02% | +5,725+127.3% | Added |
| Wesbanco Bank Inc | 10,127 | $3.43M | 0.09% | −888−8.1% | Reduced |
| Van Strum & Towne Inc. | 10,098 | $3.42M | 0.93% | +108+1.1% | Added |
| Webster Bank, N. A. | 10,083 | $3.41M | 0.30% | −464−4.4% | Reduced |
| Moors & Cabot, Inc. | 10,073 | $3.41M | 0.13% | +239+2.4% | Added |
| Asset Advisors Investment Management, LLC | 10,040 | $3.40M | 0.31% | +8,540+569.3% | Added |
| Osborne Partners Capital Management, LLC | 10,027 | $3.39M | 0.19% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,026 | $3.39M | 0.09% | 00.0% | Unchanged |
| WBI Investments | 10,017 | $3.39M | 0.84% | +6,986+230.5% | Added |
| Cunning Capital Partners, LP | 10,012 | $3.39M | 1.37% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 10,011 | $3.39M | 1.42% | −100−1.0% | Reduced |
| Galilei Investment Office LLP | 9,974 | $3.37M | 1.55% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,971 | $3.37M | 0.02% | +914+10.1% | Added |
| Union Heritage Capital, LLC | 9,968 | $3.37M | 1.14% | 00.0% | Unchanged |
| SWP Investment Management LLC | 9,908 | $3.35M | 2.31% | +360+3.8% | Added |
| Doheny Asset Management | 9,861 | $3.33M | 1.93% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 9,814 | $3.32M | 0.02% | −200−2.0% | Reduced |
| TAGStone Capital, Inc. | 9,784 | $3.31M | 1.05% | +206+2.2% | Added |
| Prosperity Consulting Group, LLC | 9,770 | $3.30M | 0.13% | +593+6.5% | Added |
| Empower Advisory Group, LLC | 9,685 | $3.28M | 0.01% | −459−4.5% | Reduced |
| Azimuth Capital Investment Management LLC | 9,685 | $3.28M | 0.11% | −280−2.8% | Reduced |
| Sawyer & Company, Inc | 9,682 | $3.27M | 1.10% | −90−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 9,672 | $3.27M | 0.44% | +573+6.3% | Added |
| IKE Capital, LLC | 9,652 | $3.26M | 1.72% | −804−7.7% | Reduced |
| NVWM, LLC | 9,628 | $3.26M | 0.66% | +240+2.6% | Added |
| Pinnacle Holdings, LLC | 9,599 | $3.25M | 1.00% | −453−4.5% | Reduced |
| Cinctive Capital Management LP | 9,588 | $3.24M | 0.13% | +9,588 | New |
| Parkshore Wealth Management, Inc. | 9,585 | $3.24M | 0.93% | +5+0.1% | Added |
| Virtu Financial LLC | 9,564 | $3.23M | 0.10% | +4,690+96.2% | Added |
| Rehmann Capital Advisory Group | 9,560 | $3.23M | 0.15% | +79+0.8% | Added |
| Princeton Capital Management LLC | 9,558 | $3.23M | 0.73% | +7,645+399.6% | Added |
| Pensionmark Financial Group, LLC | 10,502 | $3.23M | 0.05% | −1,274−10.8% | Reduced |
| Cito Capital Group, LLC | 9,500 | $3.21M | 0.87% | −105−1.1% | Reduced |
| Harbour Investments, Inc. | 9,475 | $3.20M | 0.04% | −139−1.4% | Reduced |
| CoreCap Advisors, LLC | 9,434 | $3.19M | 0.09% | −5,997−38.9% | Reduced |
| SCS Capital Management LLC | 9,429 | $3.19M | 0.03% | −1,291−12.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,425 | $3.19M | 0.28% | −8−0.1% | Reduced |
| Pettee Investors, Inc. | 9,404 | $3.18M | 1.57% | +261+2.9% | Added |
| Western Wealth Management, LLC | 9,397 | $3.18M | 0.10% | −319−3.3% | Reduced |
| Mindset Wealth Management, LLC | 9,379 | $3.17M | 0.61% | +161+1.7% | Added |
| Jennison Associates LLC | 9,350 | $3.16M | 0.00% | +1,633+21.2% | Added |
| VestGen Advisors, LLC | 9,337 | $3.16M | 0.09% | +934+11.1% | Added |
| Beese Fulmer Investment Management, Inc. | 9,329 | $3.16M | 0.18% | −401−4.1% | Reduced |
| TD Private Client Wealth LLC | 9,323 | $3.15M | 0.06% | −392−4.0% | Reduced |
| Trustco Bank Corp N Y | 9,275 | $3.14M | 2.29% | +150+1.6% | Added |
| Twin Capital Management Inc | 9,256 | $3.13M | 0.34% | −46−0.5% | Reduced |