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 |
|---|---|---|---|---|---|
| Tower Wealth Partners, Inc. | 1,344 | $454.6K | 0.22% | −268−16.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,344 | $454.6K | 0.17% | +1,213+926.0% | Added |
| 17 Capital Partners, LLC | 1,343 | $454.3K | 0.21% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,342 | $453.9K | 0.36% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,340 | $453.2K | 0.14% | −124−8.5% | Reduced |
| Hoxton Planning & Management, LLC | 1,339 | $452.9K | 0.12% | +121+9.9% | Added |
| Pinnacle Bancorp, Inc. | 1,339 | $452.9K | 0.12% | +1,140+572.9% | Added |
| Sittner & Nelson, LLC | 1,338 | $452.6K | 0.14% | −5−0.4% | Reduced |
| Wealth Management Associates, Inc. | 1,338 | $452.5K | 0.12% | +450+50.7% | Added |
| Atlas Private Wealth Advisors | 1,335 | $451.6K | 0.10% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,335 | $451.6K | 0.16% | 00.0% | Unchanged |
| Michael Brady & Co., LLC | 1,335 | $451.6K | 0.40% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,322 | $447.2K | 0.12% | +48+3.8% | Added |
| Maia Wealth LLC | 1,316 | $445.0K | 0.07% | +53+4.2% | Added |
| TrustBank | 1,310 | $443.1K | 0.15% | −10−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,309 | $442.8K | 0.03% | −47−3.5% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,307 | $442.1K | 0.18% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 1,306 | $441.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,306 | $441.8K | 0.07% | −46−3.4% | Reduced |
| Wealth Quarterback LLC | 1,305 | $441.4K | 0.14% | +87+7.1% | Added |
| Alpha Family Trust | 1,305 | $441.4K | 0.18% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,350 | $440.3K | 0.08% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,298 | $439.0K | 0.15% | −78−5.7% | Reduced |
| Westwood Holdings Group Inc. | 1,297 | $438.7K | 0.00% | +1,297 | New |
| Carter Financial Group, INC. | 1,296 | $438.5K | 0.23% | −76−5.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,295 | $438.0K | 0.04% | −23−1.7% | Reduced |
| Vigilare Wealth Management | 1,291 | $436.7K | 0.13% | 00.0% | Unchanged |
| Range Advisory, LLC | 1,290 | $436.4K | 0.05% | +301+30.4% | Added |
| Anchyra Partners LLC | 1,289 | $436.0K | 0.10% | +88+7.3% | Added |
| Southeast Asset Advisors Inc. | 1,289 | $436.0K | 0.04% | +3+0.2% | Added |
| Shepherd Street Advisors LLC | 1,216 | $435.9K | 0.38% | +16+1.3% | Added |
| BTC Capital Management, Inc. | 1,284 | $434.3K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,283 | $434.0K | 0.02% | +482+60.2% | Added |
| Nadler Financial Group, Inc. | 1,281 | $433.3K | 0.04% | +104+8.8% | Added |
| Shum Financial Group, Inc. | 1,279 | $432.6K | 0.26% | −67−5.0% | Reduced |
| 4J Wealth Management LLC | 1,278 | $432.3K | 0.21% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,274 | $430.9K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,273 | $430.6K | 0.08% | +100+8.5% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $429.2K | 0.10% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,268 | $428.9K | 0.11% | +13+1.0% | Added |
| PFG Private Wealth Management, LLC | 1,266 | $428.2K | 0.19% | +93+7.9% | Added |
| Merrion Investment Management Co, LLC | 1,266 | $428.2K | 0.20% | −150−10.6% | Reduced |
| Summit Asset Management, LLC | 1,265 | $427.9K | 0.05% | 00.0% | Unchanged |
| Index Technologies Group LLC | 1,263 | $427.2K | 0.34% | +16+1.3% | Added |
| Kaizen Financial Strategies | 1,226 | $426.6K | 0.17% | −118−8.8% | Reduced |
| Burton Enright Welch | 1,261 | $426.5K | 0.05% | −260−17.1% | Reduced |
| Fagan Associates, Inc. | 1,260 | $426.2K | 0.05% | −15−1.2% | Reduced |
| Trust Co of the South | 1,259 | $425.9K | 0.06% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 1,259 | $425.9K | 0.26% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,264 | $424.3K | 0.04% | +1,264 | New |
| Sharp Financial Services, LLC | 1,248 | $422.1K | 0.20% | +80+6.8% | Added |
| ProCore Advisors, LLC | 1,245 | $421.2K | 0.52% | −9−0.7% | Reduced |
| Birchcreek Wealth Management, LLC | 1,245 | $421.1K | 0.16% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,242 | $420.1K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,242 | $420.0K | 0.01% | −1,131−47.7% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $419.4K | 0.17% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,240 | $419.4K | 0.03% | −35−2.7% | Reduced |
| HORAN Wealth, LLC | 1,238 | $418.8K | 0.05% | −50−3.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,238 | $418.7K | 0.03% | +12+1.0% | Added |
| SFMG, LLC | 1,235 | $417.9K | 0.03% | −8−0.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,235 | $417.7K | 0.13% | −12−1.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,231 | $416.4K | 0.10% | −4−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,229 | $415.7K | 0.03% | −8−0.6% | Reduced |
| Green Ridge Wealth Planning LLC | 1,227 | $415.0K | 0.17% | −1−0.1% | Reduced |
| Claret Asset Management Corp | 1,227 | $415.0K | 0.04% | −20−1.6% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,225 | $414.4K | 0.06% | −114−8.5% | Reduced |
| Sunbeam Capital Management, LLC | 1,223 | $413.5K | 0.19% | +1,223 | New |
| Essex Investment Management Co LLC | 1,219 | $412.3K | 0.05% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,218 | $412.0K | 0.11% | +165+15.7% | Added |
| Avail Investment Partners, LLC | 1,216 | $411.5K | 0.32% | +26+2.2% | Added |
| Firestone Capital Management | 1,215 | $411.0K | 0.08% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 1,211 | $409.6K | 0.12% | +1,211 | New |
| Ruggaard & Associates LLC | 1,210 | $409.3K | 0.15% | −38−3.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $408.3K | 0.25% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 1,207 | $408.3K | 0.24% | +39+3.3% | Added |
| Ascension Capital Advisors, Inc. | 1,206 | $407.9K | 0.11% | −18−1.5% | Reduced |
| Garner Asset Management Corp | 1,204 | $407.1K | 0.13% | −15−1.2% | Reduced |
| Austin Wealth Management, LLC | 1,145 | $406.9K | 0.09% | −194−14.5% | Reduced |
| Reyes Financial Architecture, Inc. | 1,202 | $406.6K | 0.23% | −337−21.9% | Reduced |
| Elevated Capital Advisors, LLC | 1,200 | $405.9K | 0.11% | −8−0.7% | Reduced |
| Omega Financial Group, LLC | 1,200 | $405.9K | 0.12% | 00.0% | Unchanged |
| City State Bank | 1,200 | $405.9K | 0.09% | 00.0% | Unchanged |
| Vicus Capital | 1,199 | $405.6K | 0.03% | −7−0.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,197 | $404.9K | 0.07% | +24+2.0% | Added |
| Meadow Creek Wealth Advisors LLC | 1,195 | $404.2K | 0.25% | −776−39.4% | Reduced |
| Aurora Private Wealth, Inc. | 1,196 | $404.0K | 0.26% | +151+14.4% | Added |
| Founders Grove Wealth Partners, LLC | 1,193 | $403.5K | 0.08% | −8−0.7% | Reduced |
| Kitching Partners, LLC | 1,193 | $403.5K | 0.35% | −118−9.0% | Reduced |
| New Republic Capital, LLC | 1,192 | $403.4K | 0.09% | −171−12.5% | Reduced |
| PEAK6 LLC | 1,192 | $403.2K | 0.01% | +1,190+59,500.0% | Added |
| Opinicus Capital, Inc. | 1,191 | $402.9K | 0.22% | +3+0.3% | Added |
| Solidarilty Wealth, LLC | 1,191 | $402.9K | 0.07% | +63+5.6% | Added |
| Quadcap Wealth Management, LLC | 1,190 | $402.6K | 0.04% | +389+48.6% | Added |
| Lafayette Investments, Inc. | 1,186 | $401.1K | 0.07% | −16−1.3% | Reduced |
| Uniting Wealth Partners, LLC | 1,183 | $400.2K | 0.08% | +48+4.2% | Added |
| Willow Creek Capital Management, Inc. | 1,181 | $399.5K | 0.39% | +1,181 | New |
| Joule Financial, LLC | 1,181 | $399.5K | 0.11% | −23−1.9% | Reduced |
| Titleist Asset Management, LLC | 1,178 | $398.5K | 0.03% | +471+66.6% | Added |
| Clifford Group, LLC | 1,178 | $398.5K | 0.28% | +12+1.0% | Added |
| Montgomery Investment Management Inc | 1,175 | $397.4K | 0.12% | 00.0% | Unchanged |