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
- 3,022
- +148 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
- 263
- 1,215 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| N10 Wealth, LLC | 15,499 | $5.24M | 1.86% | +15,499 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,479 | $5.24M | 0.08% | +1,499+10.7% | Added |
| Stonebridge Financial Group, LLC | 15,442 | $5.22M | 0.40% | +1,803+13.2% | Added |
| IHT Wealth Management, LLC | 15,430 | $5.22M | 0.11% | +414+2.8% | Added |
| Oppenheimer Asset Management Inc. | 15,377 | $5.20M | 0.05% | +468+3.1% | Added |
| Mathes Company, Inc. | 15,336 | $5.19M | 1.61% | +51+0.3% | Added |
| N10 Assets, LLC | 15,305 | $5.18M | 2.24% | +15,305 | New |
| Evolve Private Wealth, LLC | 15,292 | $5.17M | 0.32% | −5,280−25.7% | Reduced |
| BKD Wealth Advisors, LLC | 15,205 | $5.14M | 0.09% | +13+0.1% | Added |
| Brave Asset Management Inc | 15,046 | $5.09M | 1.09% | −1,018−6.3% | Reduced |
| Nemes Rush Group LLC | 15,032 | $5.08M | 0.42% | −77−0.5% | Reduced |
| Broderick Brian C | 15,005 | $5.08M | 0.79% | +3,425+29.6% | Added |
| Cullen Capital Management LLC | 14,915 | $5.04M | 0.05% | +435+3.0% | Added |
| Trust Co of Toledo NA | 14,894 | $5.04M | 0.42% | +10+0.1% | Added |
| Securian Asset Management, Inc | 14,142 | $5.03M | 0.18% | −368−2.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,844 | $5.02M | 0.10% | +27+0.2% | Added |
| Ritholtz Wealth Management | 14,844 | $5.02M | 0.07% | +767+5.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 14,820 | $5.01M | 0.81% | +820+5.9% | Added |
| NBT Bank N A | 14,792 | $5.00M | 0.33% | −291−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 14,776 | $5.00M | 0.28% | +110+0.8% | Added |
| Mission Wealth Management, LP | 14,738 | $4.99M | 0.06% | +3,940+36.5% | Added |
| RMR Wealth Builders | 14,721 | $4.98M | 0.31% | +3,628+32.7% | Added |
| Park National Corp | 14,681 | $4.97M | 0.14% | −90−0.6% | Reduced |
| Benedict Financial Advisors Inc | 14,574 | $4.93M | 0.96% | +57+0.4% | Added |
| Hodges Capital Management Inc. | 14,545 | $4.92M | 0.33% | −645−4.2% | Reduced |
| Aviance Capital Partners, LLC | 14,519 | $4.91M | 0.51% | −8−0.1% | Reduced |
| Brighton Jones LLC | 14,395 | $4.87M | 0.09% | +67+0.5% | Added |
| Parallel Advisors, LLC | 14,370 | $4.86M | 0.07% | +586+4.3% | Added |
| NorthRock Partners, LLC | 14,332 | $4.85M | 0.07% | +535+3.9% | Added |
| Asio Capital, LLC | 14,202 | $4.80M | 0.62% | −867−5.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,154 | $4.79M | 1.45% | −130−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,148 | $4.79M | 0.29% | −306−2.1% | Reduced |
| Bridgewater Advisors Inc. | 13,884 | $4.78M | 0.26% | +5,658+68.8% | Added |
| Los Angeles Capital Management LLC | 14,103 | $4.77M | 0.02% | −286−2.0% | Reduced |
| Sowell Financial Services LLC | 13,952 | $4.72M | 0.15% | +155+1.1% | Added |
| Wynn Capital, LLC | 13,935 | $4.71M | 2.10% | +117+0.8% | Added |
| Joel Isaacson & Co., LLC | 13,924 | $4.71M | 0.14% | −18−0.1% | Reduced |
| Wright Investors Service Inc | 13,905 | $4.70M | 1.29% | −129−0.9% | Reduced |
| LMR Partners LLP | 13,891 | $4.70M | 0.03% | +8,679+166.5% | Added |
| PFG Investments, LLC | 13,889 | $4.70M | 0.18% | +5,049+57.1% | Added |
| Journey Advisory Group, LLC | 13,809 | $4.67M | 0.36% | −54−0.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,759 | $4.65M | 1.00% | −74−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 13,692 | $4.63M | 0.29% | −817−5.6% | Reduced |
| Midwest Professional Planners, LTD. | 13,655 | $4.62M | 0.91% | +438+3.3% | Added |
| Stance Capital LLC | 13,466 | $4.55M | 1.39% | +8,863+192.5% | Added |
| Legacy Financial Independent Advisors LLC | 13,453 | $4.55M | 2.14% | −171−1.3% | Reduced |
| TCTC Holdings, LLC | 13,445 | $4.55M | 0.12% | +318+2.4% | Added |
| Bryn Mawr Trust Co | 13,444 | $4.55M | 0.10% | +75+0.6% | Added |
| Stone Point Wealth LLC | 13,401 | $4.53M | 1.15% | −235−1.7% | Reduced |
| Sigma Planning Corp | 13,357 | $4.52M | 0.11% | +1,328+11.0% | Added |
| Crestwood Advisors Group LLC | 13,333 | $4.51M | 0.07% | +56+0.4% | Added |
| Elefante Mark B | 13,298 | $4.50M | 1.94% | +2,568+23.9% | Added |
| Mitchell Capital Management Co | 13,269 | $4.49M | 0.68% | +13,269 | New |
| Cookson Peirce & Co Inc | 13,184 | $4.46M | 0.15% | −2,241−14.5% | Reduced |
| DSG Capital Advisors, LLC | 12,492 | $4.44M | 0.63% | +5,199+71.3% | Added |
| Wedmont Private Capital | 12,631 | $4.43M | 0.12% | +459+3.8% | Added |
| Smith, Salley & Associates | 13,053 | $4.42M | 0.19% | +106+0.8% | Added |
| Clear Trail Advisors, LLC | 13,037 | $4.41M | 0.67% | −803−5.8% | Reduced |
| Chicago Capital, LLC | 13,031 | $4.41M | 0.11% | −903−6.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 12,973 | $4.39M | 0.49% | −2,896−18.2% | Reduced |
| Constitution Capital LLC | 12,870 | $4.35M | 2.23% | −805−5.9% | Reduced |
| Strata Wealth Advisors, LLC | 12,861 | $4.35M | 1.06% | +60+0.5% | Added |
| Fiduciary Family Office, LLC | 12,841 | $4.34M | 1.09% | +650+5.3% | Added |
| Costello Asset Management, INC | 12,819 | $4.34M | 1.30% | +10,518+457.1% | Added |
| Haverford Trust Co | 12,817 | $4.34M | 0.04% | −560−4.2% | Reduced |
| Brendel Financial Advisors LLC | 12,800 | $4.33M | 2.00% | −1,160−8.3% | Reduced |
| Sumitomo Life Insurance Co | 12,756 | $4.31M | 0.07% | −1,989−13.5% | Reduced |
| Greenfield Savings Bank | 12,756 | $4.31M | 1.64% | −59−0.5% | Reduced |
| Plimoth Trust Co LLC | 12,719 | $4.30M | 0.86% | +277+2.2% | Added |
| Clarkston Capital Partners, LLC | 12,679 | $4.29M | 0.36% | −1,985−13.5% | Reduced |
| Sargent Investment Group, LLC | 12,645 | $4.28M | 0.51% | +403+3.3% | Added |
| Evercore Wealth Management, LLC | 12,645 | $4.28M | 0.06% | −7−0.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 12,561 | $4.25M | 0.15% | −4,388−25.9% | Reduced |
| Independent Financial Group, LLC | 12,504 | $4.23M | 0.08% | +1,864+17.5% | Added |
| Fifth Third Wealth Advisors LLC | 12,498 | $4.23M | 0.12% | −331−2.6% | Reduced |
| Investment Advisory Services Inc | 12,410 | $4.20M | 1.21% | −50.0% | Reduced |
| Buckhead Capital Management LLC | 12,380 | $4.19M | 1.44% | −674−5.2% | Reduced |
| RB Capital Management, LLC | 12,369 | $4.18M | 0.82% | +1,022+9.0% | Added |
| Lionhunter Capital Management, LLC | 12,348 | $4.18M | 1.88% | +12,348 | New |
| Horizon Investment Services, LLC | 12,261 | $4.15M | 1.15% | −310−2.5% | Reduced |
| Game Plan Financial Advisors, LLC | 12,232 | $4.14M | 1.54% | +850+7.5% | Added |
| Birmingham Capital Management Co Inc | 12,225 | $4.13M | 1.57% | −425−3.4% | Reduced |
| Woodbridge Co Ltd | 12,224 | $4.13M | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 12,168 | $4.12M | 0.09% | −956−7.3% | Reduced |
| Goelzer Investment Management, Inc. | 12,070 | $4.08M | 0.18% | −1,169−8.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 12,061 | $4.08M | 0.25% | −988−7.6% | Reduced |
| Dempze Nancy E | 12,032 | $4.07M | 1.95% | +2,243+22.9% | Added |
| Grandfield & Dodd, LLC | 12,024 | $4.07M | 0.21% | −1,362−10.2% | Reduced |
| Karani Asset Management LLC | 12,023 | $4.07M | 2.95% | −70−0.6% | Reduced |
| Colter Lewis Investment Partners LLC | 11,955 | $4.04M | 1.80% | −2,000−14.3% | Reduced |
| Bank Ozk | 11,921 | $4.03M | 1.20% | +1,163+10.8% | Added |
| Teachers Insurance & Annuity Association of America | 11,899 | $4.02M | 4.44% | −240−2.0% | Reduced |
| Banco Santander, S.A. | 11,824 | $4.00M | 0.02% | +3,052+34.8% | Added |
| Insight Inv LLC | 11,764 | $3.98M | 1.88% | −25−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 11,718 | $3.96M | 1.50% | +697+6.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 11,713 | $3.96M | 1.10% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,665 | $3.95M | 0.14% | −54,062−82.3% | Reduced |
| Great Lakes Retirement, Inc. | 11,633 | $3.93M | 0.35% | +99+0.9% | Added |
| Abundance Wealth Counselors | 11,613 | $3.93M | 0.26% | +5,338+85.1% | Added |
| Compass Wealth Management LLC | 11,606 | $3.93M | 0.74% | −255−2.1% | Reduced |