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
- 3,021
- +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
- 1,214 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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 2,079 | $703.2K | 0.05% | −166−7.4% | Reduced |
| Wealth Architects, LLC | 2,074 | $701.5K | 0.06% | −18−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 2,064 | $698.1K | 0.02% | −1,166−36.1% | Reduced |
| Ashton Thomas Securities, LLC | 2,070 | $697.8K | 0.10% | +93+4.7% | Added |
| Banque Pictet & Cie SA | 2,061 | $697.1K | 0.01% | −5,217−71.7% | Reduced |
| Precedent Wealth Partners, LLC | 2,058 | $696.1K | 0.12% | +25+1.2% | Added |
| Pacitti Group Inc. | 2,058 | $696.0K | 0.22% | +10.0% | Added |
| Charter Trust Co | 2,049 | $693.1K | 0.04% | −86−4.0% | Reduced |
| Clear Street Group Inc. | 2,044 | $691.4K | 0.00% | +1,385+210.2% | Added |
| KKM Financial LLC | 2,043 | $691.0K | 0.09% | +20+1.0% | Added |
| Capital Markets Trading UK LLP | 2,030 | $687.0K | 0.49% | −3,237−61.5% | Reduced |
| Signature Wealth Management Partners, LLC | 2,029 | $686.3K | 0.32% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 1,949 | $686.0K | 0.79% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,027 | $685.6K | 0.08% | −20−1.0% | Reduced |
| Evansbrook LLC | 2,026 | $685.3K | 0.41% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,023 | $684.2K | 0.04% | +468+30.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,016 | $682.0K | 0.48% | +130+6.9% | Added |
| Sippican Capital Advisors | 2,014 | $681.2K | 0.42% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,014 | $681.2K | 0.24% | +4+0.2% | Added |
| Sunburst Financial Group, LLC | 2,012 | $680.6K | 0.11% | −35−1.7% | Reduced |
| Magnolia Capital Management Ltd | 2,010 | $680.0K | 0.47% | −545−21.3% | Reduced |
| Brady Martz Wealth Solutions, LLC | 2,007 | $678.9K | 0.10% | +601+42.7% | Added |
| Curat Global, LLC | 1,705 | $678.9K | 0.57% | −310−15.4% | Reduced |
| Harbor Advisors LLC | 2,000 | $676.5K | 0.09% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 2,000 | $676.5K | 0.11% | +1,000+100.0% | Added |
| Midland Wealth Advisors LLC | 1,998 | $675.8K | 0.03% | −54−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 1,998 | $675.8K | 0.00% | +113+6.0% | Added |
| Harvest Fund Management Co., Ltd | 1,996 | $675.0K | 0.02% | −38−1.9% | Reduced |
| Augustine Asset Management Inc | 1,995 | $674.8K | 0.14% | +1,995 | New |
| E Fund Management Co., Ltd. | 1,993 | $674.1K | 0.02% | −6−0.3% | Reduced |
| Oxbow Advisors, LLC | 1,978 | $669.1K | 0.05% | +325+19.7% | Added |
| McLean Asset Management Corp | 1,989 | $668.6K | 0.09% | −468−19.0% | Reduced |
| Regatta Capital Group, LLC | 1,970 | $666.3K | 0.09% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 1,966 | $664.8K | 0.17% | −43−2.1% | Reduced |
| Torray LLC | 1,965 | $664.7K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 1,964 | $664.3K | 0.26% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,963 | $664.0K | 0.10% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,962 | $663.7K | 0.07% | +410+26.4% | Added |
| RNC Capital Management LLC | 1,960 | $663.0K | 0.03% | −5−0.3% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,960 | $662.9K | 0.57% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 1,951 | $659.9K | 0.14% | +36+1.9% | Added |
| Lavelle Capital LP | 1,950 | $659.6K | 0.34% | +1,950 | New |
| Thrive Wealth Management, LLC | 1,943 | $657.2K | 0.08% | −54−2.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,939 | $655.9K | 0.07% | +82+4.4% | Added |
| Triangle Securities Wealth Management | 1,933 | $653.8K | 0.13% | −143−6.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,932 | $653.5K | 0.51% | +240+14.2% | Added |
| Independent Family Office, LLC | 1,932 | $653.5K | 0.26% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,926 | $651.5K | 0.16% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,925 | $651.1K | 0.04% | +1,208+168.5% | Added |
| Balentine LLC | 1,921 | $649.8K | 0.02% | +172+9.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,914 | $647.4K | 0.06% | +18+0.9% | Added |
| Goldstein Advisors, LLC | 1,912 | $646.7K | 0.06% | +1,912 | New |
| May Hill Capital, LLC | 1,910 | $646.1K | 0.13% | +131+7.4% | Added |
| TFR Capital, LLC. | 1,902 | $643.4K | 0.18% | +46+2.5% | Added |
| Cairn Investment Group, Inc. | 1,900 | $643.0K | 0.28% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,900 | $642.7K | 0.04% | −23−1.2% | Reduced |
| Wittenberg Investment Management, Inc. | 1,900 | $642.7K | 0.22% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 1,900 | $640.9K | 0.22% | +1,900 | New |
| Prairieview Wealth Partners, LLC | 1,889 | $639.0K | 0.48% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,887 | $638.3K | 0.04% | −251−11.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,887 | $638.2K | 0.04% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,887 | $638.1K | 0.08% | −4−0.2% | Reduced |
| Everest Financial Group LLC | 1,886 | $637.8K | 0.09% | −64−3.3% | Reduced |
| Annex Advisory Services, LLC | 1,885 | $637.6K | 0.01% | +1+0.1% | Added |
| Keystone Wealth Services, LLC | 1,884 | $637.2K | 0.12% | +16+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,876 | $634.6K | 0.14% | −17−0.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,873 | $633.7K | 0.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,872 | $633.2K | 0.02% | +587+45.7% | Added |
| Pettyjohn, Wood & White, Inc | 1,870 | $632.5K | 0.09% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,870 | $632.5K | 0.19% | −81−4.2% | Reduced |
| Breakwater Capital Group | 1,869 | $632.2K | 0.08% | −100−5.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,868 | $631.9K | 0.23% | −51−2.7% | Reduced |
| Bluedoor Private Wealth, LLC | 1,865 | $630.8K | 0.27% | +468+33.5% | Added |
| Legacy Financial Strategies, LLC | 1,863 | $630.2K | 0.10% | +8+0.4% | Added |
| NBH Bank | 1,854 | $627.1K | 0.26% | +1,854 | New |
| TradeWell Securities, LLC. | 1,853 | $626.8K | 0.22% | +6+0.3% | Added |
| Nwam LLC | 1,843 | $623.6K | 0.03% | −28−1.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,840 | $622.5K | 0.37% | +281+18.0% | Added |
| Valmark Advisers, Inc. | 1,838 | $621.6K | 0.01% | −40−2.1% | Reduced |
| KPP Advisory Services LLC | 1,832 | $619.8K | 0.08% | +26+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,827 | $617.8K | 0.06% | −1,561−46.1% | Reduced |
| First National Bank of Omaha | 1,826 | $617.6K | 0.02% | +46+2.6% | Added |
| Patton Albertson Miller Group, LLC | 1,824 | $617.0K | 0.06% | −26−1.4% | Reduced |
| Capstone Financial Advisors, Inc. | 1,821 | $615.9K | 0.03% | −11−0.6% | Reduced |
| Mechanics Financial Corp | 1,816 | $614.3K | 0.22% | −60−3.2% | Reduced |
| Herold Advisors, Inc. | 1,816 | $614.0K | 0.12% | −67−3.6% | Reduced |
| BXM Wealth LLC | 1,815 | $613.9K | 0.33% | +985+118.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,812 | $613.0K | 0.25% | −135−6.9% | Reduced |
| Triad Wealth Partners, LLC | 1,776 | $612.2K | 0.04% | +640+56.3% | Added |
| Retirement Planning Group | 1,800 | $608.9K | 0.02% | −461−20.4% | Reduced |
| Truvestments Capital LLC | 1,799 | $608.4K | 0.09% | −71−3.8% | Reduced |
| Flagship Private Wealth, LLC | 1,797 | $607.7K | 0.21% | +6+0.3% | Added |
| Cromwell Holdings LLC | 1,793 | $606.5K | 0.27% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 1,792 | $606.1K | 0.13% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,791 | $605.8K | 0.02% | −65−3.5% | Reduced |
| Keudell/Morrison Wealth Management | 1,787 | $604.5K | 0.11% | −97−5.1% | Reduced |
| Atlantic Trust, LLC | 1,779 | $601.8K | 0.08% | 00.0% | Unchanged |
| Summit Global Investments | 1,775 | $601.0K | 0.03% | −843−32.2% | Reduced |
| Abacus Wealth Partners, LLC | 1,775 | $600.4K | 0.06% | −1,238−41.1% | Reduced |
| Secure Asset Management, LLC | 1,774 | $599.9K | 0.08% | +101+6.0% | Added |