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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 4,099 | $1.39M | 0.14% | +7+0.2% | Added |
| Evelyn Partners Group Ltd | 4,094 | $1.38M | 0.03% | +4,094 | New |
| Cambria Investment Management, L.P. | 4,094 | $1.38M | 0.07% | +613+17.6% | Added |
| Green Harvest Asset Management LLC | 4,083 | $1.38M | 0.02% | −234−5.4% | Reduced |
| Marex Group plc | 4,083 | $1.38M | 0.01% | +1,923+89.0% | Added |
| Texas Yale Capital Corp. | 4,078 | $1.38M | 0.03% | +165+4.2% | Added |
| Csenge Advisory Group | 4,077 | $1.38M | 0.06% | −449−9.9% | Reduced |
| Beaton Management Co. Inc. | 4,071 | $1.38M | 0.56% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 4,065 | $1.37M | 0.52% | +100+2.5% | Added |
| Oakworth Capital, Inc. | 4,038 | $1.37M | 0.07% | +125+3.2% | Added |
| Portfolio Design Labs, LLC | 4,052 | $1.37M | 0.22% | +87+2.2% | Added |
| Lewis Asset Management, LLC | 4,020 | $1.36M | 0.48% | +914+29.4% | Added |
| Soltis Investment Advisors LLC | 4,008 | $1.36M | 0.08% | −254−6.0% | Reduced |
| Moment Partners, LLC | 4,000 | $1.35M | 0.24% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 4,000 | $1.35M | 2.25% | +4,000 | New |
| Evanson Financial, LLC | 3,991 | $1.35M | 0.07% | +3,991 | New |
| Founders Financial Alliance, LLC | 3,990 | $1.35M | 0.18% | +48+1.2% | Added |
| Advisory Research Inc | 3,987 | $1.35M | 0.13% | +14+0.4% | Added |
| Cidel Asset Management Inc | 3,987 | $1.35M | 0.06% | +1,108+38.5% | Added |
| Clear Harbor Asset Management, LLC | 3,985 | $1.35M | 0.08% | −202−4.8% | Reduced |
| Burford Brothers, Inc. | 3,973 | $1.34M | 0.49% | +52+1.3% | Added |
| Promethium Advisors,llc | 3,973 | $1.34M | 0.65% | +12+0.3% | Added |
| First Commonwealth Financial Corp | 3,969 | $1.34M | 0.19% | +186+4.9% | Added |
| Physicians Financial Services, Inc. | 3,965 | $1.34M | 0.33% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 3,965 | $1.34M | 0.33% | +2,628+196.6% | Added |
| Linden Thomas Advisory Services, LLC | 3,962 | $1.34M | 0.11% | −264−6.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 3,962 | $1.34M | 0.08% | −3,607−47.7% | Reduced |
| Invst, LLC | 3,958 | $1.34M | 0.13% | +128+3.3% | Added |
| Allegheny Financial Group LTD | 3,956 | $1.34M | 0.14% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,949 | $1.34M | 0.18% | −12−0.3% | Reduced |
| Hills Bank & Trust Co | 3,944 | $1.33M | 0.06% | +132+3.5% | Added |
| Trueblood Wealth Management, LLC | 3,941 | $1.33M | 0.47% | −6−0.2% | Reduced |
| Abel Hall, LLC | 3,940 | $1.33M | 0.23% | +65+1.7% | Added |
| Hanson & Doremus Investment Management | 3,931 | $1.33M | 0.14% | 00.0% | Unchanged |
| U S Global Investors Inc | 3,930 | $1.33M | 0.13% | +3,930 | New |
| Culbertson A N & Co Inc | 3,922 | $1.33M | 0.15% | +9+0.2% | Added |
| Gratus Wealth Advisors, LLC | 3,902 | $1.32M | 0.17% | +42+1.1% | Added |
| VeraBank, N.A. | 3,899 | $1.32M | 0.22% | −178−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,891 | $1.32M | 0.16% | +712+22.4% | Added |
| Ipswich Investment Management Co., Inc. | 3,890 | $1.32M | 0.28% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 3,883 | $1.31M | 1.10% | +56+1.5% | Added |
| MTM Investment Management, LLC | 3,880 | $1.31M | 0.37% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,876 | $1.31M | 0.05% | +226+6.2% | Added |
| Orrstown Financial Services Inc | 3,859 | $1.31M | 0.19% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,841 | $1.30M | 0.13% | +42+1.1% | Added |
| Marble Wealth, LLC | 3,840 | $1.30M | 0.20% | +104+2.8% | Added |
| Alhambra Investment Partners LLC | 3,839 | $1.30M | 0.57% | −152−3.8% | Reduced |
| McLaughlin Asset Management, Inc. | 3,832 | $1.30M | 0.89% | −78−2.0% | Reduced |
| Lifeworks Advisors, LLC | 3,822 | $1.29M | 0.14% | +222+6.2% | Added |
| Tred Avon Family Wealth, LLC | 3,818 | $1.29M | 0.40% | −26−0.7% | Reduced |
| J. Safra Sarasin Holding AG | 4,072 | $1.29M | 0.02% | +1,636+67.2% | Added |
| Resources Management Corp | 3,814 | $1.29M | 0.16% | +4+0.1% | Added |
| Cypress Capital Group | 3,814 | $1.29M | 0.12% | +1,091+40.1% | Added |
| Sompo Asset Management Co., Ltd. | 3,810 | $1.29M | 0.21% | −730−16.1% | Reduced |
| Quent Capital, LLC | 3,800 | $1.29M | 0.08% | −31−0.8% | Reduced |
| PDT Partners, LLC | 3,800 | $1.29M | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,799 | $1.29M | 0.06% | +36+1.0% | Added |
| Shelton Wealth Management, LLC | 3,785 | $1.28M | 0.51% | +1,088+40.3% | Added |
| First Western Trust Bank | 3,784 | $1.28M | 0.06% | −1,695−30.9% | Reduced |
| Golden State Wealth Management, LLC | 3,780 | $1.28M | 0.12% | +58+1.6% | Added |
| Skba Capital Management LLC | 3,779 | $1.28M | 0.21% | +200+5.6% | Added |
| GeoWealth Management, LLC | 3,773 | $1.28M | 0.04% | −379−9.1% | Reduced |
| Centerpoint Advisors, LLC | 3,751 | $1.27M | 0.36% | 00.0% | Unchanged |
| InvesTrust | 3,750 | $1.27M | 0.49% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,749 | $1.27M | 0.21% | −37−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,747 | $1.27M | 0.01% | −75−2.0% | Reduced |
| F/M Investments LLC | 3,745 | $1.27M | 0.06% | +1,147+44.1% | Added |
| Davidson Capital Management Inc. | 3,741 | $1.27M | 0.20% | +128+3.5% | Added |
| PeakShares LLC | 3,738 | $1.26M | 0.94% | +255+7.3% | Added |
| Embree Financial Group | 3,731 | $1.26M | 0.13% | +18+0.5% | Added |
| Howard Capital Management Inc. | 3,729 | $1.26M | 0.02% | +1,698+83.6% | Added |
| Westpac Banking Corp | 3,721 | $1.26M | 0.08% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,713 | $1.26M | 0.22% | −21−0.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,711 | $1.25M | 0.06% | −70−1.9% | Reduced |
| OneAscent Financial Services LLC | 3,703 | $1.25M | 0.06% | +960+35.0% | Added |
| Winebrenner Capital Management LLC | 3,700 | $1.25M | 0.76% | −287−7.2% | Reduced |
| Northstar Advisory Group, LLC | 3,698 | $1.25M | 0.39% | −3,219−46.5% | Reduced |
| United Asset Strategies, Inc. | 3,695 | $1.25M | 0.09% | +9+0.2% | Added |
| Duncker Streett & Co Inc | 3,686 | $1.25M | 0.21% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 3,685 | $1.25M | 0.57% | +181+5.2% | Added |
| Clayton Financial Group LLC | 3,683 | $1.25M | 0.69% | −280−7.1% | Reduced |
| Menard Financial Group LLC | 3,672 | $1.24M | 0.68% | +3,672 | New |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.24M | 0.11% | 00.0% | Unchanged |
| Carr Financial Group Corp | 3,658 | $1.24M | 0.28% | −1,182−24.4% | Reduced |
| Verity & Verity, LLC | 3,651 | $1.23M | 0.08% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 3,649 | $1.23M | 0.18% | +3,649 | New |
| Bell Bank | 3,648 | $1.23M | 0.05% | +60+1.7% | Added |
| Tempo Wealth, LLC | 3,629 | $1.23M | 0.18% | +1,794+97.8% | Added |
| Conway Capital Management, Inc. | 3,625 | $1.23M | 0.55% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,664 | $1.23M | 0.14% | −183−4.8% | Reduced |
| Sunflower Bank, N.A. | 3,621 | $1.22M | 0.29% | −7−0.2% | Reduced |
| Delphi Management Inc | 3,600 | $1.22M | 1.19% | +361+11.1% | Added |
| Saybrook Capital | 3,600 | $1.22M | 0.30% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 3,579 | $1.21M | 0.37% | −56−1.5% | Reduced |
| Odyssey Capital Advisors, Inc. | 3,559 | $1.20M | 0.86% | −27−0.8% | Reduced |
| Verus Capital Partners, LLC | 3,555 | $1.20M | 0.07% | +74+2.1% | Added |
| MWA Asset Management | 3,553 | $1.20M | 0.54% | +854+31.6% | Added |
| Proficio Capital Partners LLC | 3,532 | $1.19M | 0.04% | +2,156+156.7% | Added |
| Facet Wealth, Inc. | 3,528 | $1.19M | 0.02% | +726+25.9% | Added |
| Heartland Bank & Trust Co | 3,527 | $1.19M | 0.25% | +186+5.6% | Added |