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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Nolet Wealth Management, LLC | 768 | $259.8K | 0.14% | 00.0% | Unchanged |
| Farmers National Bank | 768 | $259.8K | 0.05% | −49−6.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 768 | $259.8K | 0.06% | 00.0% | Unchanged |
| Wealth Management Nebraska | 768 | $259.8K | 0.02% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 768 | $259.8K | 0.04% | +9+1.2% | Added |
| Convergence Financial, LLC | 766 | $259.1K | 0.02% | +766 | New |
| Brio Consultants, LLC | 766 | $259.1K | 0.03% | +17+2.3% | Added |
| Clear Creek Financial Management, LLC | 766 | $259.0K | 0.02% | +57+8.0% | Added |
| Live Oak Private Wealth LLC | 765 | $258.8K | 0.03% | −4−0.5% | Reduced |
| Clarity Wealth Advisors, LLC | 763 | $258.2K | 0.05% | −24−3.0% | Reduced |
| Hexagon Capital Partners LLC | 762 | $257.9K | 0.04% | +18+2.4% | Added |
| Saiph Capital, LLC | 762 | $257.7K | 0.08% | +762 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 760 | $257.1K | 0.07% | +140+22.6% | Added |
| Consilium Wealth Advisory, LLC | 758 | $256.4K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 755 | $255.4K | 0.04% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 755 | $255.4K | 0.14% | +27+3.7% | Added |
| King Wealth | 754 | $255.0K | 0.03% | +35+4.9% | Added |
| Spectrum Planning & Advisory Services Inc. | 754 | $254.9K | 0.11% | −368−32.8% | Reduced |
| Eagle Bay Advisors LLC | 754 | $254.9K | 0.19% | +16+2.2% | Added |
| Wolverine Asset Management LLC | 752 | $254.4K | 0.00% | −4,831−86.5% | Reduced |
| LBMC Investment Advisors, LLC | 750 | $253.7K | 0.01% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 750 | $253.7K | 0.33% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 749 | $253.6K | 0.03% | −28−3.6% | Reduced |
| Consilio Wealth Advisors, LLC | 749 | $253.3K | 0.06% | +8+1.1% | Added |
| Proactive Wealth Strategies LLC | 748 | $252.9K | 0.04% | +1+0.1% | Added |
| Manske Wealth Management | 747 | $252.7K | 0.06% | −7−0.9% | Reduced |
| Nautilus Advisors LLC | 720 | $252.5K | 0.15% | −448−38.4% | Reduced |
| Antonelli Financial Advisors, LLC | 745 | $252.0K | 0.17% | −70−8.6% | Reduced |
| Correct Capital Wealth Management | 745 | $252.0K | 0.04% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 744 | $251.7K | 0.06% | 00.0% | Unchanged |
| Nvest Financial, LLC | 740 | $250.4K | 0.08% | +1+0.1% | Added |
| Summitry LLC | 739 | $250.0K | 0.01% | −643−46.5% | Reduced |
| Deseret Mutual Benefit Administrators | 739 | $250.0K | 0.08% | −74−9.1% | Reduced |
| Empire Financial Management Company, LLC | 739 | $250.0K | 0.10% | −12,348−94.4% | Reduced |
| Van Diest Capital, LLC | 738 | $249.8K | 0.22% | −924−55.6% | Reduced |
| RAM Investment Partners, LLC | 737 | $249.4K | 0.04% | +23+3.2% | Added |
| Bogart Wealth, LLC | 737 | $249.2K | 0.01% | +79+12.0% | Added |
| SHP Wealth Management | 737 | $249.1K | 0.02% | +21+2.9% | Added |
| Aviso Wealth Management | 736 | $249.0K | 0.10% | +4+0.5% | Added |
| Albion Financial Group | 736 | $249.0K | 0.01% | +147+25.0% | Added |
| Sather Financial Group Inc | 735 | $248.7K | 0.01% | +735 | New |
| Financial Advisory Service, Inc. | 734 | $248.3K | 0.01% | −51−6.5% | Reduced |
| DV Trading LLC | 732 | $247.6K | 0.02% | −1,864−71.8% | Reduced |
| Arch Global Advisors, LLC | 732 | $247.6K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 732 | $247.6K | 0.01% | +732 | New |
| Wedgewood Investors Inc | 731 | $247.3K | 0.25% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 729 | $246.6K | 0.11% | +729 | New |
| Beacon Financial Advisory LLC | 729 | $246.6K | 0.05% | +729 | New |
| Single Point Partners, LLC | 729 | $246.5K | 0.04% | +729 | New |
| Fusion Capital, LLC | 725 | $245.1K | 0.06% | +34+4.9% | Added |
| Innovative Advisory Group, LLC | 723 | $244.5K | 0.19% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 722 | $244.2K | 0.05% | −195−21.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 721 | $243.8K | 0.05% | −76−9.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 720 | $243.5K | 0.07% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 720 | $243.5K | 0.35% | +720 | New |
| Slocum, Gordon & Co LLP | 718 | $242.9K | 0.16% | +718 | New |
| MBA Advisors LLC | 717 | $242.5K | 0.08% | +717 | New |
| Novare Capital Management LLC | 716 | $242.2K | 0.02% | −82−10.3% | Reduced |
| Snowwater Investment Partners, LLC | 716 | $242.2K | 0.17% | +716 | New |
| Strategies Wealth Advisors, LLC | 716 | $242.0K | 0.02% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 715 | $241.8K | 0.12% | 00.0% | Unchanged |
| Northern Lights Advisors, Inc. | 715 | $241.8K | 0.13% | +715 | New |
| Tidemark, LLC | 715 | $241.8K | 0.05% | +1+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 714 | $241.5K | 0.01% | −234−24.7% | Reduced |
| Well Done, LLC | 713 | $241.2K | 0.03% | −4−0.6% | Reduced |
| Pinnacle Financial Group, LLC | 712 | $240.8K | 0.06% | +12+1.7% | Added |
| PFS Partners, LLC | 712 | $240.7K | 0.10% | +501+237.4% | Added |
| Axiom Investment Management LLC | 710 | $240.2K | 0.16% | −65−8.4% | Reduced |
| Legacy Wealth Advisors, LLC | 709 | $239.8K | 0.10% | +709 | New |
| South Plains Financial, Inc. | 708 | $239.5K | 0.13% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 708 | $239.4K | 0.03% | +2+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 708 | $239.3K | 0.03% | +7+1.0% | Added |
| Hofer & Associates. Inc | 707 | $239.3K | 0.12% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 701 | $237.1K | 0.13% | 00.0% | Unchanged |
| J. Goldman & Co LP | 700 | $236.8K | 0.01% | −565−44.7% | Reduced |
| Burns Matteson Capital Management, LLC | 700 | $236.8K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 700 | $236.8K | 0.21% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 700 | $236.7K | 0.01% | +23+3.4% | Added |
| MSH Capital Advisors LLC | 699 | $236.4K | 0.04% | −17−2.4% | Reduced |
| Central Valley Advisors, LLC | 699 | $236.4K | 0.06% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 697 | $235.8K | 0.05% | +1+0.1% | Added |
| Good Harbor Advisors, Inc. | 696 | $235.5K | 0.23% | +12+1.8% | Added |
| Stiles Financial Services Inc | 696 | $235.4K | 0.06% | +2+0.3% | Added |
| CM Wealth Advisors LLC | 695 | $235.1K | 0.04% | +695 | New |
| GW Henssler & Associates Ltd | 691 | $233.7K | 0.01% | +24+3.6% | Added |
| Prestige Wealth Management Group LLC | 689 | $233.1K | 0.04% | −24−3.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 689 | $233.1K | 0.02% | −305−30.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $233.0K | 0.06% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 689 | $232.9K | 0.13% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 687 | $232.3K | 0.06% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 686 | $232.0K | 0.18% | 00.0% | Unchanged |
| Quantum Financial Partners LLC | 685 | $232.0K | 0.12% | +685 | New |
| BCS Wealth Management | 685 | $231.8K | 0.04% | +685 | New |
| Warburton Capital Management, LLC | 684 | $231.0K | 0.09% | +24+3.6% | Added |
| Crown Wealth Group, LLC | 682 | $230.7K | 0.06% | +13+1.9% | Added |
| Wall Street Financial Group, Inc. | 682 | $230.7K | 0.12% | +142+26.3% | Added |
| Somerset Trust Co | 681 | $230.3K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 679 | $229.8K | 0.01% | +679 | New |
| PUREfi Wealth, LLC | 679 | $229.7K | 0.13% | +679 | New |
| Phillips Financial Management, LLC | 678 | $229.3K | 0.02% | +678 | New |