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 |
|---|---|---|---|---|---|
| Tannin Capital LLC | 1,175 | $397.4K | 0.26% | +300+34.3% | Added |
| EdgeRock Capital LLC | 1,175 | $397.4K | 0.09% | +1,175 | New |
| Aberdeen Wealth Management LLC | 1,171 | $396.1K | 0.19% | −640−35.3% | Reduced |
| Colonial Trust Advisors | 1,169 | $395.4K | 0.03% | +43+3.8% | Added |
| Worth Financial Advisory Group, LLC | 1,167 | $394.7K | 0.16% | +1,066+1,055.4% | Added |
| GAM Holding AG | 1,166 | $394.4K | 0.03% | −72−5.8% | Reduced |
| Encompass Wealth Advisors, LLC | 1,164 | $393.7K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,161 | $392.5K | 0.03% | +130+12.6% | Added |
| Owl Creek Wealth Partners LLC | 1,160 | $392.5K | 0.11% | +25+2.2% | Added |
| Means Investment Co., Inc. | 1,155 | $390.8K | 0.03% | +4+0.3% | Added |
| Woodward Diversified Capital, LLC | 1,153 | $390.1K | 0.17% | −101−8.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,153 | $390.0K | 0.07% | −4−0.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,153 | $389.9K | 0.05% | +166+16.8% | Added |
| James J. Burns & Company, LLC | 1,153 | $389.9K | 0.04% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,151 | $389.3K | 0.09% | +125+12.2% | Added |
| Intrust Bank NA | 1,148 | $388.3K | 0.03% | −22−1.9% | Reduced |
| Northwest Wealth Management, LLC | 1,148 | $388.3K | 0.05% | −4−0.3% | Reduced |
| Alta Wealth Advisors LLC | 1,148 | $388.3K | 0.11% | −13−1.1% | Reduced |
| Liberty Square Wealth Partners LLC | 1,144 | $387.0K | 0.09% | −5−0.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,143 | $386.6K | 0.06% | −4−0.3% | Reduced |
| Ehrlich Financial Group | 1,143 | $386.6K | 0.20% | +18+1.6% | Added |
| Invera Wealth Advisors, LLC | 1,140 | $385.6K | 0.21% | +1,140 | New |
| Samalin Investment Counsel, LLC | 1,138 | $385.0K | 0.12% | −28−2.4% | Reduced |
| Strait & Sound Wealth Management LLC | 1,137 | $384.6K | 0.14% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,137 | $384.6K | 0.05% | +29+2.6% | Added |
| Mission Creek Capital Partners, Inc. | 1,136 | $384.2K | 0.07% | +1,136 | New |
| Twin Peaks Wealth Advisors, LLC | 1,128 | $381.7K | 0.09% | +417+58.6% | Added |
| Abacus Planning Group, Inc. | 1,128 | $381.5K | 0.05% | +55+5.1% | Added |
| Summit Wealth Group LLC | 1,128 | $381.4K | 0.03% | +204+22.1% | Added |
| Uptown Financial Advisors LLC | 1,127 | $381.2K | 0.28% | 00.0% | Unchanged |
| Monument Capital Management | 1,124 | $380.3K | 0.08% | +185+19.7% | Added |
| Sand Hill Global Advisors, LLC | 1,121 | $379.2K | 0.01% | +27+2.5% | Added |
| GatePass Capital, LLC | 1,120 | $378.8K | 0.14% | −473−29.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,116 | $377.5K | 0.11% | −24,557−95.7% | Reduced |
| Manchester Financial Inc | 1,116 | $377.4K | 0.07% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,109 | $375.1K | 0.03% | −81−6.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,103 | $373.2K | 0.04% | −35−3.1% | Reduced |
| AMG Asset Management Group, Inc. | 1,101 | $372.5K | 0.23% | +89+8.8% | Added |
| Shepherd Financial Partners LLC | 1,101 | $372.4K | 0.03% | +23+2.1% | Added |
| XY Planning Network, Inc. | 1,099 | $371.7K | 0.05% | +101+10.1% | Added |
| Peak Retirement Planning, Inc. | 1,098 | $371.5K | 0.06% | +140+14.6% | Added |
| JB Capital LLC | 1,097 | $371.2K | 0.01% | +372+51.3% | Added |
| NorthStar Asset Management LLC | 1,097 | $371.2K | 0.15% | +1+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,096 | $370.9K | 0.03% | −18−1.6% | Reduced |
| Winthrop Advisory Group LLC | 1,094 | $370.2K | 0.02% | −46−4.0% | Reduced |
| Perfromance Wealth Partners, LLC | 1,093 | $369.8K | 0.01% | +18+1.7% | Added |
| One Day In July LLC | 1,092 | $369.4K | 0.03% | +23+2.2% | Added |
| Onyx Bridge Wealth Group LLC | 1,090 | $368.8K | 0.03% | +221+25.4% | Added |
| Guyasuta Investment Advisors Inc | 1,089 | $368.4K | 0.02% | 00.0% | Unchanged |
| Langley Wealth Management, LLC | 1,087 | $367.7K | 0.36% | +1,087 | New |
| Cowa, LLC | 1,085 | $367.0K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,082 | $366.0K | 0.03% | +1,082 | New |
| Engineers Gate Manager LP | 1,081 | $365.6K | 0.00% | −949−46.7% | Reduced |
| Mayport, LLC | 1,080 | $365.2K | 0.06% | +45+4.3% | Added |
| Eurizon SLJ Capital Ltd | 1,078 | $364.6K | 0.13% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,077 | $364.3K | 0.04% | +1,077 | New |
| Independent Solutions Wealth Management, LLC | 1,075 | $363.6K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,074 | $363.3K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,070 | $361.9K | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,070 | $361.9K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,068 | $361.2K | 0.17% | −8,925−89.3% | Reduced |
| Aspetuck Financial Management LLC | 1,065 | $360.2K | 0.21% | +35+3.4% | Added |
| Insight Wealth Strategies, LLC | 1,029 | $358.1K | 0.03% | −22,105−95.6% | Reduced |
| Acima Private Wealth, LLC | 1,056 | $357.2K | 0.10% | −44−4.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,055 | $357.0K | 0.06% | −250−19.2% | Reduced |
| Bouchey Financial Group Ltd | 1,054 | $356.5K | 0.02% | +152+16.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,052 | $356.0K | 0.07% | +3+0.3% | Added |
| Nikulski Financial, Inc. | 1,052 | $355.8K | 0.08% | +1+0.1% | Added |
| Plotkin Financial Advisors, LLC | 1,052 | $355.8K | 0.15% | +148+16.4% | Added |
| Burling Wealth Partners, LLC | 1,051 | $355.5K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,050 | $355.2K | 0.01% | +1,050 | New |
| Park Capital Management, LLC | 1,049 | $354.9K | 0.21% | +7+0.7% | Added |
| Vista Investment Management | 1,048 | $354.5K | 0.11% | −9−0.9% | Reduced |
| Sharkey, Howes & Javer | 1,047 | $354.3K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,047 | $354.1K | 0.04% | −17−1.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,046 | $354.0K | 0.07% | −190−15.4% | Reduced |
| Advisors Management Group Inc | 1,048 | $354.0K | 0.06% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,046 | $353.8K | 0.03% | −94−8.2% | Reduced |
| CFS Investment Advisory Services, LLC | 1,005 | $353.7K | 0.02% | +14+1.4% | Added |
| Roble, Belko & Company, Inc | 1,042 | $352.0K | 0.04% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 1,040 | $351.8K | 0.03% | −260−20.0% | Reduced |
| EJMK Ventures LLC | 1,039 | $351.5K | 0.16% | −59−5.4% | Reduced |
| New Covenant Trust Company, N.A. | 1,033 | $349.4K | 0.26% | +67+6.9% | Added |
| Colton Groome Financial Advisors, LLC | 1,029 | $348.0K | 0.08% | +355+52.7% | Added |
| Kiley Juergens Wealth Management, LLC | 1,028 | $347.7K | 0.05% | −19−1.8% | Reduced |
| Stembrook Asset Management, LLC | 1,028 | $347.7K | 0.30% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,027 | $347.5K | 0.03% | −15−1.4% | Reduced |
| Phoenix Holdings Ltd. | 1,030 | $347.4K | 0.00% | −1,122−52.1% | Reduced |
| Y.D. More Investments Ltd | 1,026 | $346.5K | 0.01% | −460−31.0% | Reduced |
| Alesco Advisors LLC | 1,023 | $346.0K | 0.01% | −10−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 1,020 | $345.0K | 0.07% | +74+7.8% | Added |
| Ponta Wealth Partners, LLC | 1,020 | $345.0K | 0.18% | +151+17.4% | Added |
| Rooted Wealth Advisors, Inc. | 1,020 | $345.0K | 0.08% | +63+6.6% | Added |
| Caerus Investment Advisors, LLC | 1,019 | $344.7K | 0.12% | −53−4.9% | Reduced |
| AGH Wealth Advisors, LLC | 1,018 | $344.3K | 0.22% | −167−14.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,015 | $343.4K | 0.12% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,014 | $343.4K | 0.08% | 00.0% | Unchanged |
| PCB Capital LLC | 1,015 | $343.4K | 0.42% | +1,015 | New |
| Oxford Financial Group Ltd | 1,011 | $342.1K | 0.02% | −931−47.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,011 | $342.0K | 0.04% | 00.0% | Unchanged |