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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 95 | $32.1K | 0.01% | +35+58.3% | Added |
| YANKCOM Partnership | 88 | $29.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 88 | $29.8K | 0.02% | +28+46.7% | Added |
| Bare Financial Services, Inc | 87 | $29.4K | 0.01% | +36+70.6% | Added |
| Measured Wealth Private Client Group, LLC | 83 | $28.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 82 | $27.7K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 82 | $27.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 82 | $27.7K | 0.00% | +82 | New |
| Hoese & Co LLP | 80 | $27.1K | 0.02% | 00.0% | Unchanged |
| Atomic Invest LLC | 77 | $26.1K | 0.00% | −3−3.8% | Reduced |
| Hallmark Capital Management Inc | 76 | $25.7K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 75 | $25.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $24.6K | 0.00% | +1+1.4% | Added |
| Winch Advisory Services, LLC | 71 | $24.2K | 0.01% | +61+610.0% | Added |
| Estabrook Capital Management | 71 | $24.0K | 0.00% | −6−7.8% | Reduced |
| Pacifica Partners Inc. | 68 | $23.9K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 70 | $23.7K | 0.02% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 69 | $23.5K | 0.01% | +69 | New |
| Delos Wealth Advisors, LLC | 68 | $23.0K | 0.01% | +68 | New |
| First United Bank Trust | 65 | $22.0K | 0.01% | +40+160.0% | Added |
| Synergy Investment Management, LLC | 66 | $21.9K | 0.01% | +60+1,000.0% | Added |
| Aspect Partners, LLC | 64 | $21.6K | 0.01% | −1−1.5% | Reduced |
| SWAN Capital LLC | 64 | $21.5K | 0.01% | +13+25.5% | Added |
| Valued Wealth Advisors LLC | 63 | $21.4K | 0.01% | +21+50.0% | Added |
| Turim 21 Investimentos Ltda. | 63 | $21.3K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 62 | $21.0K | 0.01% | +62 | New |
| Align Financial, LLC | 60 | $20.3K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 58 | $19.8K | 0.00% | +17+41.5% | Added |
| Rogco, LP | 56 | $18.9K | 0.01% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 54 | $18.3K | 0.01% | −20−27.0% | Reduced |
| Essential Partners LLC | 54 | $18.3K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 53 | $17.9K | 0.01% | +53 | New |
| ZRC Wealth Management, LLC | 52 | $17.6K | 0.01% | +11+26.8% | Added |
| Advantage Trust Co | 51 | $17.3K | 0.01% | +51 | New |
| ESL Trust Services, LLC | 50 | $16.9K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 50 | $16.9K | 0.01% | 00.0% | Unchanged |
| Burnham & Co LLC | 50 | $16.9K | 0.01% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 48 | $16.2K | 0.00% | −1−2.0% | Reduced |
| Stone House Investment Management, LLC | 44 | $15.0K | 0.00% | +1+2.3% | Added |
| Tounjian Advisory Partners, LLC | 44 | $15.0K | 0.01% | +44 | New |
| Horrell Capital Management, Inc. | 44 | $14.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 44 | $14.9K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 39 | $13.2K | 0.01% | +18+85.7% | Added |
| Torren Management, LLC | 38 | $12.9K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 38 | $12.9K | 0.00% | +38 | New |
| BOK Financial Private Wealth, Inc. | 37 | $12.5K | 0.00% | +37 | New |
| Marshall Investment Management, LLC | 37 | $12.5K | 0.01% | +37 | New |
| Godfrey Financial Associates, Inc. | 37 | $12.5K | 0.01% | −21−36.2% | Reduced |
| Corsicana & Co. | 36 | $12.2K | 0.01% | +15+71.4% | Added |
| Imprint Wealth LLC | 35 | $11.8K | 0.05% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 34 | $11.5K | 0.10% | −20−37.0% | Reduced |
| Key Capital Management, INC | 34 | $11.5K | 0.01% | −11−24.4% | Reduced |
| Gold Investment Management Ltd. | 33 | $11.2K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 33 | $11.2K | 0.00% | +33 | New |
| HighMark Wealth Management LLC | 32 | $10.8K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 32 | $10.7K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 31 | $10.5K | 0.01% | +31 | New |
| Operose Advisors LLC | 30 | $10.1K | 0.00% | −58−65.9% | Reduced |
| TSFG, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 29 | $9.81K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 29 | $9.81K | 0.01% | +9+45.0% | Added |
| Financial Gravity Companies, Inc. | 29 | $9.81K | 0.00% | +29 | New |
| Halbert Hargrove Global Advisors, LLC | 28 | $9.61K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 28 | $9.47K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 27 | $9.13K | 0.05% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 27 | $9.13K | 0.01% | +23+575.0% | Added |
| Premier Financial Group | 26 | $8.79K | 0.00% | +26 | New |
| Clark Wealth Partners | 26 | $8.79K | 0.00% | +26 | New |
| HFM Investment Advisors, LLC | 25 | $8.46K | 0.00% | +14+127.3% | Added |
| Intelligent Financial Strategies | 25 | $8.46K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $7.78K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 22 | $7.44K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 22 | $7.44K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 21 | $7.10K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 21 | $7.10K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 21 | $7.10K | 0.00% | +6+40.0% | Added |
| Insight Financial Services | 20 | $6.76K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 19 | $6.43K | 0.00% | +1+5.6% | Added |
| Redwood Park Advisors LLC | 16 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 16 | $5.41K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 16 | $5.26K | 0.00% | +16 | New |
| POM Investment Strategies, LLC | 15 | $5.09K | 0.01% | +4+36.4% | Added |
| Berbice Capital Management LLC | 14 | $4.74K | 0.00% | −1,150−98.8% | Reduced |
| Whipplewood Advisors, LLC | 14 | $4.74K | 0.00% | −92−86.8% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 14 | $4.74K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 14 | $4.74K | 0.00% | +4+40.0% | Added |
| Harborfront Financial Group LLC | 13 | $4.55K | 0.02% | +13 | New |
| Bear Mountain Capital, Inc. | 12 | $4.29K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 12 | $4.06K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $3.72K | 0.14% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $3.72K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 11 | $3.72K | 0.00% | −14−56.0% | Reduced |
| Your Advocates Ltd., LLP | 10 | $3.48K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 10 | $3.44K | 0.00% | +10 | New |
| TD Capital Management LLC | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $3.38K | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 11 | $3.33K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $3.04K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $2.71K | 0.00% | +2+33.3% | Added |
| Seneschal Advisors, LLC | 7 | $2.37K | 0.00% | 00.0% | Unchanged |