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 |
|---|---|---|---|---|---|
| Atlantic Private Wealth, LLC | 302 | $102.0K | 0.06% | +1+0.3% | Added |
| Hilton Head Capital Partners, LLC | 301 | $101.8K | 0.05% | +75+33.2% | Added |
| Contravisory Investment Management, Inc. | 300 | $101.5K | 0.02% | −27,675−98.9% | Reduced |
| Essential Investment Partners LLC | 300 | $101.5K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 300 | $101.5K | 0.02% | +300 | New |
| Graney & King, LLC | 294 | $99.5K | 0.04% | +1+0.3% | Added |
| Buck Wealth Strategies, LLC | 290 | $98.2K | 0.01% | +290 | New |
| Boreal Capital Management LLC | 286 | $96.7K | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 283 | $95.7K | 0.04% | +283 | New |
| Glen Eagle Advisors, LLC | 280 | $94.6K | 0.01% | +24+9.4% | Added |
| Sachetta, LLC | 277 | $93.6K | 0.05% | +56+25.3% | Added |
| Fedenia Advisers LLC | 276 | $93.4K | 0.02% | +276 | New |
| Greykasell Wealth Strategies, Inc. | 270 | $91.3K | 0.03% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 267 | $90.3K | 0.10% | +1+0.4% | Added |
| Quest 10 Wealth Builders, Inc. | 262 | $88.6K | 0.07% | −6−2.2% | Reduced |
| Fortitude Family Office, LLC | 254 | $85.9K | 0.02% | +70+38.0% | Added |
| Roxbury Financial LLC | 251 | $85.0K | 0.07% | +107+74.3% | Added |
| Founders Capital Management | 250 | $84.6K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 250 | $84.6K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 249 | $84.0K | 0.05% | +61+32.4% | Added |
| Rational Advisors LLC | 248 | $83.9K | 0.01% | +24+10.7% | Added |
| JNBA Financial Advisors | 246 | $83.2K | 0.01% | +15+6.5% | Added |
| American Capital Advisory, LLC | 241 | $81.4K | 0.03% | +121+100.8% | Added |
| Financial Perspectives, Inc | 232 | $78.5K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 231 | $78.1K | 0.00% | −479−67.5% | Reduced |
| State of Wyoming | 230 | $77.8K | 0.01% | −1,025−81.7% | Reduced |
| Abound Wealth Management | 226 | $76.3K | 0.02% | −35−13.4% | Reduced |
| Vermillion Wealth Management, Inc. | 225 | $76.0K | 0.02% | −82−26.7% | Reduced |
| Fairman Group, LLC | 220 | $74.4K | 0.06% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 220 | $74.4K | 0.01% | +21+10.6% | Added |
| McGuire Capital Advisors Inc | 220 | $74.4K | 0.04% | −22−9.1% | Reduced |
| LifeSteps Financial, Inc. | 218 | $73.7K | 0.03% | +218 | New |
| WPG Advisers, LLC | 215 | $72.7K | 0.04% | +5+2.4% | Added |
| Dunhill Financial, LLC | 210 | $71.3K | 0.01% | +27+14.8% | Added |
| Compagnie Lombard Odier SCmA | 210 | $71.0K | 0.00% | +210 | New |
| First Pacific Financial | 209 | $70.7K | 0.01% | −15−6.7% | Reduced |
| Raffa Wealth Management, LLC | 208 | $70.5K | 0.01% | −3−1.4% | Reduced |
| Kilter Group LLC | 204 | $69.0K | 0.02% | +17+9.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 203 | $68.7K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 201 | $68.0K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $67.7K | 0.02% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 197 | $66.5K | 0.03% | +7+3.7% | Added |
| 1 North Wealth Services LLC | 190 | $64.3K | 0.02% | +12+6.7% | Added |
| S&T Bank | 184 | $62.2K | 0.02% | +21+12.9% | Added |
| Robinswood Financial LLC | 183 | $62.0K | 0.02% | +1+0.5% | Added |
| Financial Management Professionals, Inc. | 181 | $61.2K | 0.01% | +3+1.7% | Added |
| Hughes Financial Services, LLC | 178 | $60.0K | 0.01% | +46+34.8% | Added |
| Clear Street Markets LLC | 177 | $59.9K | 0.01% | −1,041−85.5% | Reduced |
| Adkins Seale Capital Management LLC | 175 | $59.2K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 175 | $59.1K | 0.06% | +4+2.3% | Added |
| Kemnay Advisory Services Inc. | 171 | $57.8K | 0.01% | +25+17.1% | Added |
| Riverview Trust Co | 169 | $57.2K | 0.07% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 167 | $56.5K | 0.02% | +82+96.5% | Added |
| Investment Research & Advisory Group, Inc. | 160 | $56.1K | 0.02% | +47+41.6% | Added |
| Rakuten Securities, Inc. | 165 | $55.8K | 0.01% | −200−54.8% | Reduced |
| Horizon Financial Services, LLC | 164 | $55.5K | 0.02% | +80+95.2% | Added |
| Elequin Capital LP | 164 | $55.5K | 0.00% | +164 | New |
| GoalVest Advisory LLC | 163 | $55.1K | 0.01% | +10+6.5% | Added |
| Joseph Group Capital Management | 163 | $55.1K | 0.01% | +66+68.0% | Added |
| Loomis Sayles & Co L P | 160 | $54.1K | 0.00% | +63+64.9% | Added |
| Tradewinds Capital Management, LLC | 158 | $53.4K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 157 | $53.1K | 0.04% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 157 | $53.1K | 0.02% | +42+36.5% | Added |
| Ogorek Anthony Joseph | 156 | $52.0K | 0.01% | −57−26.8% | Reduced |
| Chelsea Counsel Co | 150 | $50.7K | 0.02% | −50−25.0% | Reduced |
| Downshift Financial, LLC | 149 | $50.4K | 0.02% | +149 | New |
| High Point Wealth Management, LLC | 145 | $48.9K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 143 | $48.4K | 0.02% | +77+116.7% | Added |
| Meramec Financial Planners, LLC | 143 | $47.8K | 0.02% | +1+0.7% | Added |
| Maseco LLP | 141 | $47.7K | 0.00% | +124+729.4% | Added |
| Vaquero Private Wealth, Ltd | 141 | $47.7K | 0.01% | +141 | New |
| Bayforest Capital Ltd | 140 | $47.4K | 0.04% | +140 | New |
| Aventus Investment Advisors, Inc. | 134 | $45.3K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 133 | $45.1K | 0.04% | 00.0% | Unchanged |
| Financial Life Planners | 131 | $44.3K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 130 | $44.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 130 | $44.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 127 | $43.0K | 0.01% | +103+429.2% | Added |
| Sarver Vrooman Wealth Advisors | 122 | $42.5K | 0.03% | −4−3.2% | Reduced |
| Nexus Investment Management ULC | 125 | $42.3K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 125 | $42.3K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 123 | $41.6K | 0.01% | +123 | New |
| SJS Investment Consulting Inc. | 122 | $41.4K | 0.00% | +48+64.9% | Added |
| Solstein Capital, LLC | 121 | $40.9K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 120 | $40.6K | 0.01% | +105+700.0% | Added |
| Abound Financial, LLC | 112 | $38.0K | 0.02% | −10−8.2% | Reduced |
| Entrust Financial LLC | 111 | $37.5K | 0.02% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 108 | $36.7K | 0.01% | +42+63.6% | Added |
| Meeder Asset Management Inc | 107 | $36.2K | 0.00% | +17+18.9% | Added |
| Cranbrook Wealth Management, LLC | 105 | $35.5K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 104 | $35.2K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 103 | $34.8K | 0.02% | −3−2.8% | Reduced |
| True Wealth Design, LLC | 100 | $34.0K | 0.01% | +2+2.0% | Added |
| Elkhorn Partners Limited Partnership | 100 | $33.8K | 0.03% | −250−71.4% | Reduced |
| Avalon Trust Co | 100 | $33.8K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 100 | $33.8K | 0.53% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $33.8K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 99 | $33.5K | 0.02% | −1−1.0% | Reduced |
| Wilkerson Advisory Group LLC | 96 | $32.5K | 0.01% | −21−17.9% | Reduced |
| Fountainhead AM, LLC | 96 | $32.5K | 0.02% | −144−60.0% | Reduced |