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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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B 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
3,020
+147 vs. Q1 2026
Shares held
578.8M
+2.86M (+0.5%) vs. Q1 2026
Total value
$195.8B
+$21.7B (+12.4%) vs. Q1 2026
New holders
263
1,218 more added
Sold out
116
1,066 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.

Institutional holdersQ2 2026: 3,020 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,878 institutionsQ4 2021: 2,004 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,625 institutionsQ2 2025: 2,718 institutionsQ3 2025: 2,757 institutionsQ4 2025: 3,042 institutionsQ1 2026: 2,911 institutionsQ2 2026: 3,020 institutions
Value heldQ2 2026: $195.8B
Q1 2021: $96.6BQ2 2021: $157.7BQ3 2021: $111.2BQ4 2021: $106.7BQ1 2022: $120.3BQ2 2022: $88.2BQ3 2022: $85.9BQ4 2022: $92.7BQ1 2023: $104.3BQ2 2023: $108.2BQ3 2023: $91.5BQ4 2023: $120.4BQ1 2024: $149.3BQ2 2024: $143.8BQ3 2024: $164.8BQ4 2024: $177.6BQ1 2025: $160.7BQ2 2025: $190.6BQ3 2025: $201.0BQ4 2025: $217.7BQ1 2026: $174.9BQ2 2026: $195.8B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,020$195.8B
Q1 20262,911$174.9B
Q4 20253,042$217.7B
Q3 20252,757$201.0B
Q2 20252,718$190.6B
Q1 20252,625$160.7B
Q4 20242,642$177.6B
Q3 20242,459$164.8B
Q2 20242,348$143.8B
Q1 20242,315$149.3B
Q4 20232,191$120.4B
Q3 20232,003$91.5B
Q2 20232,048$108.2B
Q1 20232,056$104.3B
Q4 20222,008$92.7B
Q3 20221,919$85.9B
Q2 20221,975$88.2B
Q1 20222,067$120.3B
Q4 20212,004$106.7B
Q3 20211,878$111.2B
Q2 20211,851$157.7B
Q1 20211,781$96.6B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2026.

Institutions holding AXP in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Darwin Advisors, LLC0$1040.00%0New
Cordant, Inc.0$1290.00%0New
Highland Investment Advisors LLC1$3380.00%+1New
Comprehensive Financial Planning, Inc.1$3430.00%00.0%Unchanged
Decker Retirement Planning Inc.2$5720.00%+2New
Nvest Wealth Strategies, Inc.2$6770.00%00.0%Unchanged
Benson Wealth Management INC2$6770.00%00.0%Unchanged
NorthAvenue LLC2$6770.00%00.0%Unchanged
3 Factor Indexing, LLC2$6770.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$6770.00%+2New
Pin Oak Investment Advisors Inc3$1.00K0.00%+3New
CKW Financial Group2$1.00K0.00%+2New
Mosley Wealth Management4$1.35K0.00%−66−94.3%Reduced
Palladiem, LLC4$1.35K0.00%00.0%Unchanged
Hara Capital LLC5$1.69K0.00%00.0%Unchanged
Copia Wealth Management5$1.69K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC5$1.69K0.00%+5New
Navigoe, LLC7$2.00K0.00%+7New
Seneschal Advisors, LLC7$2.37K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC7$2.37K0.00%+7New
Breakwater Investment Management8$2.71K0.00%+2+33.3%Added
Gilpin Wealth Management, LLC9$3.04K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC11$3.33K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC10$3.38K0.00%+10New
TD Capital Management LLC10$3.40K0.00%00.0%Unchanged
RMG Wealth Management LLC10$3.44K0.00%+10New
Your Advocates Ltd., LLP10$3.48K0.00%00.0%Unchanged
MidFirst Bank11$3.72K0.00%−14−56.0%Reduced
PayPay Securities Corp11$3.72K0.09%00.0%Unchanged
Sunrise Financial Services, LLC11$3.72K0.00%00.0%Unchanged
Investors Portfolio Services LLC12$4.06K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.12$4.29K0.00%00.0%Unchanged
Harborfront Financial Group LLC13$4.55K0.02%+13New
Berbice Capital Management LLC14$4.74K0.00%−1,150−98.8%Reduced
Whipplewood Advisors, LLC14$4.74K0.00%−92−86.8%Reduced
Three Bearings Fiduciary Advisors, Inc.14$4.74K0.00%00.0%Unchanged
J.Safra Asset Management Corp14$4.74K0.00%+4+40.0%Added
POM Investment Strategies, LLC15$5.09K0.01%+4+36.4%Added
Oakmont Advisory Group, LLC16$5.26K0.00%+16New
Bravera Wealth16$5.41K0.00%00.0%Unchanged
Redwood Park Advisors LLC16$5.46K0.00%00.0%Unchanged
WestEnd Advisors, LLC19$6.43K0.00%+1+5.6%Added
Insight Financial Services20$6.76K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC21$7.10K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC21$7.10K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC21$7.10K0.00%+6+40.0%Added
Luken Investment Analytics, LLC22$7.44K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.22$7.44K0.01%00.0%Unchanged
Atwood & Palmer Inc23$7.78K0.00%00.0%Unchanged
Intelligent Financial Strategies25$8.46K0.00%00.0%Unchanged
HFM Investment Advisors, LLC25$8.46K0.00%+14+127.3%Added
Premier Financial Group26$8.79K0.00%+26New
Clark Wealth Partners26$8.79K0.00%+26New
LGT Financial Advisors LLC27$9.13K0.05%00.0%Unchanged
Retirement Wealth Solutions LLC27$9.13K0.01%+23+575.0%Added
Proffitt & Goodson Inc28$9.47K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC28$9.61K0.00%00.0%Unchanged
Kennebec Savings Bank29$9.81K0.01%00.0%Unchanged
Davis Capital Management29$9.81K0.01%+9+45.0%Added
Financial Gravity Companies, Inc.29$9.81K0.00%+29New
TSFG, LLC28$10.0K0.00%00.0%Unchanged
Operose Advisors LLC30$10.1K0.00%−58−65.9%Reduced
Planning Strategies Inc.31$10.5K0.01%+31New
Caitlin John, LLC32$10.7K0.01%00.0%Unchanged
HighMark Wealth Management LLC32$10.8K0.00%00.0%Unchanged
Gold Investment Management Ltd.33$11.2K0.00%00.0%Unchanged
Kings Path Partners LLC33$11.2K0.00%+33New
Park Square Financial Group, LLC34$11.5K0.10%−20−37.0%Reduced
Key Capital Management, INC34$11.5K0.01%−11−24.4%Reduced
Imprint Wealth LLC35$11.8K0.05%00.0%Unchanged
Corsicana & Co.36$12.2K0.01%+15+71.4%Added
Godfrey Financial Associates, Inc.37$12.5K0.01%−21−36.2%Reduced
BOK Financial Private Wealth, Inc.37$12.5K0.00%+37New
Marshall Investment Management, LLC37$12.5K0.01%+37New
Concord Wealth Partners38$12.9K0.00%+38New
Torren Management, LLC38$12.9K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC39$13.2K0.01%+18+85.7%Added
Horrell Capital Management, Inc.44$14.9K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC44$14.9K0.01%00.0%Unchanged
Tounjian Advisory Partners, LLC44$15.0K0.01%+44New
Stone House Investment Management, LLC44$15.0K0.00%+1+2.3%Added
DiNuzzo Private Wealth, Inc.48$16.2K0.00%−1−2.0%Reduced
ESL Trust Services, LLC50$16.9K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management50$16.9K0.01%00.0%Unchanged
Burnham & Co LLC50$16.9K0.01%+50New
Advantage Trust Co51$17.3K0.01%+51New
ZRC Wealth Management, LLC52$17.6K0.01%+11+26.8%Added
10Elms LLP53$17.9K0.01%+53New
Essential Partners LLC54$18.3K0.01%00.0%Unchanged
Philadelphia Investment Partners, LLC54$18.3K0.01%−20−27.0%Reduced
Rogco, LP56$18.9K0.01%00.0%Unchanged
Manning & Napier Advisors LLC58$19.8K0.00%+17+41.5%Added
Align Financial, LLC60$20.3K0.01%00.0%Unchanged
McDonald Partners LLC62$21.0K0.01%+62New
Turim 21 Investimentos Ltda.63$21.3K0.00%00.0%Unchanged
Valued Wealth Advisors LLC63$21.4K0.01%+21+50.0%Added
SWAN Capital LLC64$21.5K0.01%+13+25.5%Added
Aspect Partners, LLC64$21.6K0.01%−1−1.5%Reduced
Synergy Investment Management, LLC66$21.9K0.01%+60+1,000.0%Added