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
- +147 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
- 262
- 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 3,522 | $1.19M | 0.01% | −20,633−85.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,500 | $1.18M | 0.55% | +2,000+133.3% | Added |
| Beverly Hills Private Wealth, LLC | 3,495 | $1.18M | 0.23% | −3,200−47.8% | Reduced |
| Equity Investment Corp | 3,495 | $1.18M | 0.02% | −24−0.7% | Reduced |
| Resolute Wealth Strategies, LLC | 3,488 | $1.18M | 0.46% | −68−1.9% | Reduced |
| Ervin Investment Management, LLC | 3,488 | $1.18M | 0.64% | −383−9.9% | Reduced |
| Rhodes Investment Advisors Inc | 3,486 | $1.18M | 0.87% | +1,271+57.4% | Added |
| Bristlecone Value Partners, LLC | 3,484 | $1.18M | 0.95% | 00.0% | Unchanged |
| Francis Financial, Inc. | 3,482 | $1.18M | 0.19% | +31+0.9% | Added |
| Argus Investors' Counsel, Inc. | 3,466 | $1.17M | 0.90% | −5−0.1% | Reduced |
| Defined Wealth Management, LLC | 3,457 | $1.17M | 0.60% | +13+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 3,451 | $1.17M | 0.02% | −216−5.9% | Reduced |
| Colonial Trust Co | 3,449 | $1.17M | 0.15% | +21+0.6% | Added |
| Rexford Capital Inc | 3,433 | $1.16M | 0.71% | +26+0.8% | Added |
| Quantum Financial Advisors, LLC | 3,422 | $1.16M | 0.11% | −25−0.7% | Reduced |
| Silver Oak Securities, Inc | 3,421 | $1.16M | 0.07% | +1,684+96.9% | Added |
| Bayesian Capital Management, LP | 3,418 | $1.16M | 0.74% | +3,418 | New |
| Supplemental Annuity Collective Trust of NJ | 3,414 | $1.15M | 0.30% | −224−6.2% | Reduced |
| Novem Group | 3,414 | $1.15M | 0.12% | +322+10.4% | Added |
| Alchemi Wealth, LLC | 3,411 | $1.15M | 0.54% | −3−0.1% | Reduced |
| Bahl & Gaynor Inc | 3,408 | $1.15M | 0.01% | +21+0.6% | Added |
| Alerus Financial NA | 3,407 | $1.15M | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,399 | $1.15M | 0.08% | +11+0.3% | Added |
| MONECO Advisors, LLC | 3,391 | $1.15M | 0.07% | +1,125+49.6% | Added |
| First Foundation Advisors | 3,389 | $1.15M | 0.04% | −503−12.9% | Reduced |
| Cornerstone Wealth Group, LLC | 3,389 | $1.15M | 0.07% | +105+3.2% | Added |
| CenterBook Partners LP | 3,376 | $1.14M | 0.06% | −4,176−55.3% | Reduced |
| Washington Trust Co | 3,375 | $1.14M | 0.04% | −583−14.7% | Reduced |
| Bullseye Investment Management, LLC | 3,373 | $1.14M | 0.56% | +3,373 | New |
| Basecamp Wealth Advisors LLC | 3,370 | $1.14M | 0.21% | +3+0.1% | Added |
| Catalyst Financial Partners LLC | 3,357 | $1.14M | 0.11% | +309+10.1% | Added |
| Union Bancaire Privee, UBP SA | 4,081 | $1.13M | 0.02% | −48−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,321 | $1.12M | 0.04% | −320−8.8% | Reduced |
| Quotient Wealth Partners, LLC | 3,318 | $1.12M | 0.03% | +256+8.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,311 | $1.12M | 0.13% | −125−3.6% | Reduced |
| S-Bank Fund Management Ltd | 3,308 | $1.12M | 0.15% | +92+2.9% | Added |
| EntryPoint Capital, LLC | 3,298 | $1.12M | 0.27% | +909+38.0% | Added |
| Ausdal Financial Partners, Inc. | 3,281 | $1.11M | 0.04% | −157−4.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,275 | $1.11M | 0.78% | +161+5.2% | Added |
| Cetera Trust Company, N.A | 3,260 | $1.10M | 0.55% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,258 | $1.10M | 0.17% | +2+0.1% | Added |
| PDS Planning, Inc | 3,251 | $1.10M | 0.06% | +195+6.4% | Added |
| Cornerstone Wealth Management, LLC | 3,250 | $1.10M | 0.05% | −339−9.4% | Reduced |
| Howe & Rusling Inc | 3,248 | $1.10M | 0.06% | +57+1.8% | Added |
| Palisade Capital Management LLC | 3,234 | $1.09M | 0.05% | +104+3.3% | Added |
| WBH Advisory Inc | 3,230 | $1.09M | 0.07% | −64−1.9% | Reduced |
| Geneos Wealth Management Inc. | 3,208 | $1.09M | 0.02% | −41−1.3% | Reduced |
| Platform Technology Partners | 3,194 | $1.08M | 0.18% | −543−14.5% | Reduced |
| Financial Sense Advisors, Inc. | 3,194 | $1.08M | 0.21% | +3,194 | New |
| Marshall Financial Group LLC | 3,145 | $1.06M | 0.16% | −261−7.7% | Reduced |
| Quantbot Technologies LP | 3,136 | $1.06M | 0.04% | +3,136 | New |
| Kennedy Investment Group | 3,130 | $1.06M | 0.36% | +1,977+171.5% | Added |
| US Asset Management LLC | 3,124 | $1.06M | 0.80% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,116 | $1.05M | 0.06% | +75+2.5% | Added |
| CFO4Life Group, LLC | 3,110 | $1.05M | 0.14% | +17+0.5% | Added |
| Oak Asset Management, LLC | 3,109 | $1.05M | 0.34% | −303−8.9% | Reduced |
| Claro Advisors LLC | 3,090 | $1.05M | 0.11% | +1,052+51.6% | Added |
| Provenance Wealth Advisors, LLC | 3,085 | $1.04M | 0.10% | +436+16.5% | Added |
| Advyzon Investment Management, LLC | 3,081 | $1.04M | 0.08% | +275+9.8% | Added |
| Clean Yield Group | 3,079 | $1.04M | 0.26% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,075 | $1.04M | 0.57% | −195−6.0% | Reduced |
| Weaver Capital Management LLC | 3,437 | $1.04M | 0.23% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 3,072 | $1.04M | 0.15% | −931−23.3% | Reduced |
| Westfuller Advisors, LLC | 3,069 | $1.04M | 0.38% | −39−1.3% | Reduced |
| Orleans Capital Management Corp | 3,067 | $1.04M | 0.54% | +200+7.0% | Added |
| Tanager Wealth Management LLP | 3,061 | $1.04M | 0.09% | +964+46.0% | Added |
| Capital Investment Advisory Services, LLC | 3,059 | $1.03M | 0.06% | +86+2.9% | Added |
| Phoenix Wealth Advisors | 3,059 | $1.03M | 0.35% | +597+24.2% | Added |
| Owen LaRue, LLC | 3,054 | $1.03M | 0.36% | +1,500+96.5% | Added |
| Main Street Financial Solutions, LLC | 3,044 | $1.03M | 0.07% | +498+19.6% | Added |
| L2 Asset Management, LLC | 3,041 | $1.03M | 0.11% | +339+12.5% | Added |
| Nilsine Partners, LLC | 3,035 | $1.03M | 0.07% | −24−0.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,027 | $1.02M | 0.22% | +8+0.3% | Added |
| Sax Wealth Advisors, LLC | 3,369 | $1.02M | 0.04% | +1,101+48.5% | Added |
| Childress Capital Advisors, LLC | 3,010 | $1.02M | 0.17% | −106−3.4% | Reduced |
| Ulysses Management LLC | 3,000 | $1.01M | 0.35% | +3,000 | New |
| Capstone Investment Advisors, LLC | 2,974 | $1.01M | 0.01% | −3,346−52.9% | Reduced |
| ZEGA Investments, LLC | 2,970 | $1.00M | 0.17% | −87−2.8% | Reduced |
| Philadelphia Trust Co | 2,960 | $1.00M | 0.06% | −135−4.4% | Reduced |
| Legal Advantage Investments, Inc. | 2,950 | $997.8K | 0.35% | −100−3.3% | Reduced |
| Wellington Grp LLC | 2,950 | $997.8K | 0.26% | +957+48.0% | Added |
| BIP Wealth, LLC | 2,938 | $993.6K | 0.03% | +788+36.7% | Added |
| Continuum Advisory, LLC | 2,935 | $992.8K | 0.08% | −227−7.2% | Reduced |
| Enterprise Financial Services Corp | 2,927 | $990.1K | 0.40% | +187+6.8% | Added |
| Cooper Financial Group | 2,922 | $988.3K | 0.08% | −62−2.1% | Reduced |
| Bath Savings Trust Co | 2,916 | $986.3K | 0.10% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,910 | $984.3K | 0.17% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,907 | $983.4K | 0.08% | −176−5.7% | Reduced |
| Guardian Wealth Advisors, LLC | 2,888 | $976.8K | 0.06% | +6+0.2% | Added |
| Taylor Securities Services, Inc. | 2,882 | $974.8K | 0.40% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,790 | $974.7K | 0.21% | +308+12.4% | Added |
| Cornerstone Planning, LLC | 2,880 | $974.2K | 0.23% | −6,834−70.4% | Reduced |
| Delta Financial Advisors LLC | 2,870 | $970.9K | 0.23% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 2,793 | $969.3K | 0.01% | +480+20.8% | Added |
| Avidian Wealth Solutions, LLC | 2,865 | $969.0K | 0.03% | +485+20.4% | Added |
| Tiaa Trust, National Association | 2,863 | $968.4K | 0.06% | −566−16.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,855 | $965.7K | 0.12% | −318−10.0% | Reduced |
| Insight Advisors, LLC | 2,848 | $963.3K | 0.17% | −235−7.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,846 | $962.9K | 0.00% | +200+7.6% | Added |
| Matrix Asset Advisors Inc | 2,836 | $959.3K | 0.08% | −160−5.3% | Reduced |