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 |
|---|---|---|---|---|---|
| Atala Financial Inc | 1,773 | $599.7K | 0.37% | +30+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,772 | $599.4K | 0.12% | +81+4.8% | Added |
| Tennessee Valley Asset Management Partners | 1,772 | $599.4K | 0.07% | +4+0.2% | Added |
| Adell Harriman & Carpenter Inc | 1,769 | $598.5K | 0.03% | +85+5.0% | Added |
| Z3 Capital Partners, LLC | 1,768 | $598.0K | 0.13% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 1,765 | $597.0K | 0.46% | +945+115.2% | Added |
| Midway Capital Research & Management | 1,763 | $596.3K | 0.47% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,759 | $595.0K | 0.16% | −7,316−80.6% | Reduced |
| Lake Street Financial LLC | 1,758 | $594.6K | 0.07% | +80+4.8% | Added |
| Legend Capital Advisors LLC | 1,757 | $594.3K | 0.32% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,756 | $594.1K | 0.27% | −37−2.1% | Reduced |
| Centurion Wealth Management LLC | 1,756 | $594.0K | 0.14% | −34−1.9% | Reduced |
| Phillips Wealth Planners LLC | 1,697 | $593.2K | 0.44% | −127−7.0% | Reduced |
| Heritage Investment Group, Inc. | 1,752 | $592.6K | 0.08% | +2+0.1% | Added |
| Capital Square, LLC | 1,690 | $592.5K | 0.26% | +358+26.9% | Added |
| Waters Parkerson & Co., LLC | 1,749 | $591.6K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,748 | $591.3K | 0.09% | +5+0.3% | Added |
| Everpar Advisors LLC | 1,746 | $590.7K | 0.17% | +314+21.9% | Added |
| Davis Investment Partners, LLC | 1,746 | $590.4K | 0.18% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,738 | $587.9K | 0.07% | +128+8.0% | Added |
| Howard Financial Services, Ltd. | 1,737 | $587.6K | 0.06% | +242+16.2% | Added |
| Paradigm Financial Partners, LLC | 1,736 | $587.2K | 0.05% | +1,736 | New |
| XML Financial, LLC | 1,733 | $586.2K | 0.04% | +25+1.5% | Added |
| Patten Group, Inc. | 1,727 | $584.2K | 0.09% | −391−18.5% | Reduced |
| Calton & Associates, Inc. | 1,726 | $583.9K | 0.09% | +2+0.1% | Added |
| Verity Asset Management, Inc. | 1,726 | $583.8K | 0.22% | +1,726 | New |
| First Nebraska Trust Co | 1,725 | $583.5K | 0.05% | +750+76.9% | Added |
| G&S Capital LLC | 1,722 | $582.5K | 0.17% | −8,866−83.7% | Reduced |
| Fort Washington Investment Advisors Inc | 1,722 | $582.5K | 0.00% | −72−4.0% | Reduced |
| North Capital, Inc. | 1,717 | $580.8K | 0.44% | +142+9.0% | Added |
| Pekin Hardy Strauss, Inc. | 1,716 | $580.4K | 0.05% | 00.0% | Unchanged |
| Cache Advisors, LLC | 1,708 | $577.7K | 0.05% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1,700 | $575.0K | 0.27% | −500−22.7% | Reduced |
| Warner Group LLC | 1,699 | $574.6K | 0.14% | +877+106.7% | Added |
| Rosenberg Matthew Hamilton | 1,697 | $574.0K | 0.11% | +402+31.0% | Added |
| Severin Investments, LLC | 1,696 | $573.5K | 0.43% | +139+8.9% | Added |
| Victory Financial Group, LLC | 1,695 | $573.3K | 0.06% | −265−13.5% | Reduced |
| WealthPlan Investment Management, LLC | 1,692 | $572.3K | 0.03% | −5,204−75.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,691 | $572.0K | 0.28% | +112+7.1% | Added |
| Arcataur Capital Management LLC | 1,688 | $571.0K | 0.14% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,687 | $570.6K | 0.05% | 00.0% | Unchanged |
| PCM Encore, LLC | 1,683 | $569.4K | 0.10% | −169−9.1% | Reduced |
| Accretive Wealth Partners, LLC | 1,683 | $569.3K | 0.14% | +130+8.4% | Added |
| Thompson Investment Management, Inc. | 1,681 | $568.6K | 0.07% | 00.0% | Unchanged |
| Income Insurance Ltd | 1,679 | $567.9K | 0.34% | 00.0% | Unchanged |
| Navigation Group, LLC | 1,675 | $566.7K | 0.11% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 1,673 | $566.0K | 0.29% | +66+4.1% | Added |
| Motco | 1,673 | $565.9K | 0.05% | +12+0.7% | Added |
| NFP Retirement, Inc. | 1,672 | $565.6K | 0.03% | +16+1.0% | Added |
| Zullo Investment Group, Inc. | 1,670 | $565.1K | 0.19% | −24−1.4% | Reduced |
| Allred Capital Management, LLC | 1,669 | $564.4K | 0.19% | +3+0.2% | Added |
| Missouri Trust & Investment Co | 1,677 | $563.9K | 0.15% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,660 | $561.5K | 0.01% | +800+93.0% | Added |
| Apollon Financial, LLC | 1,656 | $560.1K | 0.07% | −25−1.5% | Reduced |
| Seven Mile Advisory | 1,655 | $559.8K | 0.38% | −757−31.4% | Reduced |
| Trilogy Capital Inc. | 1,654 | $559.5K | 0.02% | +54+3.4% | Added |
| Triumph Capital Management | 1,649 | $557.9K | 0.10% | −2,043−55.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,647 | $557.1K | 0.01% | −59−3.5% | Reduced |
| Foster & Motley Inc | 1,647 | $557.0K | 0.03% | +28+1.7% | Added |
| Acorn Wealth Advisors, LLC | 1,645 | $556.5K | 0.14% | −1−0.1% | Reduced |
| Ancora Advisors, LLC | 1,643 | $555.6K | 0.01% | −244−12.9% | Reduced |
| Acorns Advisers, LLC | 1,640 | $555.0K | 0.00% | +108+7.0% | Added |
| Brown Miller Wealth Management, LLC | 1,640 | $554.7K | 0.14% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,640 | $554.6K | 0.12% | +20+1.2% | Added |
| Sandy Cove Advisors, LLC | 1,640 | $554.6K | 0.14% | +148+9.9% | Added |
| Kelman-Lazarov, Inc. | 1,638 | $554.1K | 0.07% | −19−1.1% | Reduced |
| Wealthquest Corp | 1,637 | $553.7K | 0.03% | −428−20.7% | Reduced |
| Strategy Asset Managers LLC | 1,636 | $553.5K | 0.08% | +35+2.2% | Added |
| Tyche Wealth Partners LLC | 1,636 | $553.4K | 0.08% | +1+0.1% | Added |
| Oliver Luxxe Assets LLC | 1,635 | $553.1K | 0.08% | −1−0.1% | Reduced |
| Silverlake Wealth Management LLC | 1,634 | $552.6K | 0.11% | +41+2.6% | Added |
| Schubert & Co | 1,632 | $552.0K | 0.38% | +14+0.9% | Added |
| Crusonia Wealth Advisors LLC | 1,629 | $551.0K | 0.09% | +24+1.5% | Added |
| Rockbridge Investment Management, LCC | 1,627 | $550.3K | 0.04% | +12+0.7% | Added |
| City Holding Co | 1,624 | $549.3K | 0.06% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,621 | $548.3K | 0.34% | +143+9.7% | Added |
| Impact Capital Partners LLC | 1,619 | $547.6K | 0.15% | +24+1.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,618 | $547.4K | 0.15% | +2+0.1% | Added |
| HBW Advisory Services LLC | 1,617 | $547.0K | 0.05% | +316+24.3% | Added |
| Canvas Wealth Advisors, LLC | 1,604 | $542.6K | 0.08% | +488+43.7% | Added |
| CDM Financial Counseling Services, Inc. | 1,603 | $542.1K | 0.47% | −300−15.8% | Reduced |
| Money Concepts Capital Corp | 1,602 | $541.9K | 0.03% | −1,589−49.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,601 | $541.5K | 0.11% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 1,600 | $541.2K | 0.01% | −100−5.9% | Reduced |
| Golden Reserve Retirement LLC | 1,597 | $540.2K | 0.09% | +509+46.8% | Added |
| Leonteq Securities AG | 1,595 | $539.5K | 0.03% | −4,975−75.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,584 | $535.8K | 0.03% | −19,645−92.5% | Reduced |
| Optimize Financial Inc | 1,577 | $533.4K | 0.19% | −5−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,577 | $533.4K | 0.12% | +1,577 | New |
| Parkwoods Wealth Partners, LLC | 1,577 | $533.4K | 0.09% | +1,577 | New |
| CVA Family Office, LLC | 1,575 | $532.9K | 0.05% | +143+10.0% | Added |
| Brucke Financial, Inc. | 1,574 | $532.4K | 0.24% | −202−11.4% | Reduced |
| KFA Private Wealth Group, LLC | 1,574 | $532.4K | 0.13% | −5−0.3% | Reduced |
| Kapstone Financial Advisors LLC | 1,572 | $531.7K | 0.22% | +8+0.5% | Added |
| Planning Alternatives Ltd | 1,571 | $531.5K | 0.06% | +242+18.2% | Added |
| Walker Asset Management, LLC | 1,571 | $531.3K | 0.27% | +4+0.3% | Added |
| Agate Pass Investment Management, LLC | 1,570 | $531.0K | 0.20% | 00.0% | Unchanged |
| MJP Associates Inc | 1,569 | $530.6K | 0.06% | +68+4.5% | Added |
| Fairfield, Bush & Co. | 1,568 | $530.4K | 0.26% | +13+0.8% | Added |
| Inscription Capital, LLC | 1,566 | $529.8K | 0.05% | +314+25.1% | Added |