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 | 2,757 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,626 | $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 | 2,191 | $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 |
|---|---|---|---|---|---|
| Alpha Family Trust | 1,305 | $441.4K | 0.18% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,305 | $441.4K | 0.14% | +87+7.1% | Added |
| Key Financial Inc | 1,306 | $441.8K | 0.07% | −46−3.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,306 | $441.8K | 0.01% | 00.0% | Unchanged |
| Midwest Financial Partners Investments, Inc. | 1,307 | $442.1K | 0.18% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,309 | $442.8K | 0.03% | −47−3.5% | Reduced |
| TrustBank | 1,310 | $443.1K | 0.15% | −10−0.8% | Reduced |
| Maia Wealth LLC | 1,316 | $445.0K | 0.07% | +53+4.2% | Added |
| Global Financial Private Client, LLC | 1,322 | $447.2K | 0.12% | +48+3.8% | Added |
| Michael Brady & Co., LLC | 1,335 | $451.6K | 0.40% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,335 | $451.6K | 0.16% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,335 | $451.6K | 0.10% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,338 | $452.5K | 0.12% | +450+50.7% | Added |
| Sittner & Nelson, LLC | 1,338 | $452.6K | 0.14% | −5−0.4% | Reduced |
| Hoxton Planning & Management, LLC | 1,339 | $452.9K | 0.12% | +121+9.9% | Added |
| Pinnacle Bancorp, Inc. | 1,339 | $452.9K | 0.12% | +1,140+572.9% | Added |
| Richard W. Paul & Associates, LLC | 1,340 | $453.2K | 0.14% | −124−8.5% | Reduced |
| Eagle Harbor Asset Management Inc | 1,342 | $453.9K | 0.36% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,343 | $454.3K | 0.21% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,344 | $454.6K | 0.17% | +1,213+926.0% | Added |
| Tower Wealth Partners, Inc. | 1,344 | $454.6K | 0.22% | −268−16.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,350 | $456.6K | 0.06% | +31+2.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,350 | $456.8K | 0.19% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,354 | $458.0K | 0.03% | +65+5.0% | Added |
| Pines Wealth Management, LLC | 1,355 | $458.3K | 0.13% | −184−12.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,405 | $458.3K | 0.14% | −4−0.3% | Reduced |
| Legacy Private Trust Co. | 1,355 | $458.3K | 0.03% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,354 | $458.7K | 0.01% | +8+0.6% | Added |
| Coston, McIsaac & Partners | 1,357 | $459.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,358 | $459.3K | 0.14% | −321−19.1% | Reduced |
| Enclave Advisors LLC | 1,359 | $459.7K | 0.06% | −149−9.9% | Reduced |
| Centerpoint Advisory Group | 1,364 | $461.4K | 0.29% | 00.0% | Unchanged |
| Invested Advisors | 1,365 | $461.7K | 0.41% | −99−6.8% | Reduced |
| Washington Trust Bank | 1,366 | $462.1K | 0.03% | −24−1.7% | Reduced |
| Five Oceans Advisors | 1,366 | $462.1K | 0.15% | −6−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 1,369 | $463.1K | 0.05% | +16+1.2% | Added |
| Burns J W & Co Inc | 1,371 | $463.7K | 0.05% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 1,375 | $465.1K | 0.18% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,375 | $465.4K | 0.15% | −17−1.2% | Reduced |
| Prosperity Bancshares Inc | 1,376 | $465.4K | 0.30% | −74−5.1% | Reduced |
| Prudent Investors Network | 1,377 | $465.8K | 0.09% | +100+7.8% | Added |
| Westover Capital Advisors, LLC | 1,380 | $466.8K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,382 | $467.4K | 0.05% | −1,544−52.8% | Reduced |
| Sienna Gestion | 1,357 | $467.7K | 0.03% | +1,357 | New |
| Legato Capital Management LLC | 1,384 | $468.1K | 0.04% | −520−27.3% | Reduced |
| Rebalance, LLC | 1,386 | $468.8K | 0.02% | +30+2.2% | Added |
| Heritage Wealth Advisors | 1,392 | $470.8K | 0.02% | −48−3.3% | Reduced |
| Mechanics Bank Trust Department | 1,393 | $471.2K | 0.06% | +193+16.1% | Added |
| GWN Securities Inc. | 1,394 | $471.6K | 0.08% | +267+23.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,401 | $472.0K | 0.00% | +98+7.5% | Added |
| Regal Investment Advisors LLC | 1,399 | $473.2K | 0.02% | +99+7.6% | Added |
| PKS Advisory Services, LLC | 1,399 | $473.4K | 0.08% | +1,399 | New |
| ELCO Management Co., LLC | 1,400 | $473.6K | 0.20% | 00.0% | Unchanged |
| Swiss Re Ltd | 1,403 | $474.6K | 0.04% | +1,298+1,236.2% | Added |
| Terra Nova Asset Management LLC | 1,406 | $475.5K | 0.29% | +4+0.3% | Added |
| Tortoise Investment Management, LLC | 1,407 | $475.9K | 0.04% | +94+7.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,408 | $476.4K | 0.09% | +5+0.4% | Added |
| Forza Wealth Management, LLC | 1,416 | $479.0K | 0.15% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,423 | $481.0K | 0.05% | +5+0.4% | Added |
| Compass Financial Management LLC | 1,414 | $483.2K | 0.06% | +1,414 | New |
| Mendel Capital Management LLC | 1,429 | $483.4K | 0.22% | +4+0.3% | Added |
| Hudock, Inc. | 1,431 | $484.0K | 0.06% | +300+26.5% | Added |
| 626 Financial, LLC | 1,432 | $484.3K | 0.19% | +1+0.1% | Added |
| Compass Ion Advisors, LLC | 1,439 | $486.7K | 0.04% | −53−3.6% | Reduced |
| Northwest Bancshares, Inc. | 1,439 | $486.7K | 0.09% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $487.8K | 0.14% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 1,446 | $489.0K | 0.17% | −144−9.1% | Reduced |
| Onefund, LLC | 1,450 | $490.5K | 0.28% | −26−1.8% | Reduced |
| First National Bank | 1,452 | $491.1K | 0.19% | 00.0% | Unchanged |
| Centric Wealth Management | 1,543 | $492.6K | 0.08% | 00.0% | Unchanged |
| Barton Investment Management | 1,460 | $493.8K | 0.07% | −65−4.3% | Reduced |
| Crew Capital Management, Ltd. | 1,460 | $493.8K | 0.27% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,460 | $494.0K | 0.02% | −201−12.1% | Reduced |
| Eagle Strategies LLC | 1,464 | $495.2K | 0.05% | +1,464 | New |
| SLT Holdings LLC | 1,474 | $498.6K | 0.32% | +107+7.8% | Added |
| 55 North Private Wealth, LLC | 1,474 | $498.6K | 0.10% | +25+1.7% | Added |
| First Business Financial Services, Inc. | 1,475 | $498.9K | 0.04% | +3+0.2% | Added |
| Versant Capital Management, Inc | 1,477 | $499.6K | 0.04% | −229−13.4% | Reduced |
| UMA Financial Services, Inc. | 1,479 | $500.4K | 0.06% | +1+0.1% | Added |
| Elmwood Wealth Management, Inc. | 1,482 | $501.3K | 0.13% | +797+116.4% | Added |
| LCNB Corp | 1,483 | $501.6K | 0.15% | +10+0.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,484 | $502.0K | 0.12% | −180−10.8% | Reduced |
| FORA Capital, LLC | 1,488 | $503.1K | 0.03% | −12,626−89.5% | Reduced |
| Hamilton Capital, LLC | 1,488 | $503.3K | 0.02% | +400+36.8% | Added |
| Spahn Wealth & Retirement LLC | 1,488 | $503.3K | 0.32% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,492 | $504.7K | 0.08% | 00.0% | Unchanged |
| Old Port Advisors | 1,493 | $505.0K | 0.10% | +146+10.8% | Added |
| Greenspring Advisors, LLC | 1,495 | $505.6K | 0.03% | +127+9.3% | Added |
| Liberty Wealth Management LLC | 1,673 | $506.0K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,497 | $506.4K | 0.08% | +439+41.5% | Added |
| Wimmer Associates 1, LLC | 1,500 | $507.4K | 0.23% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,502 | $508.1K | 0.13% | −16−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,504 | $508.7K | 0.03% | 00.0% | Unchanged |
| CSM Advisors, LLC | 1,507 | $510.0K | 0.01% | +7+0.5% | Added |
| West Family Investments, Inc. | 1,509 | $510.4K | 0.15% | +40+2.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,515 | $512.3K | 0.29% | +115+8.2% | Added |
| Osterweis Capital Management Inc | 1,515 | $512.4K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,517 | $513.1K | 0.02% | +10+0.7% | Added |
| Walkner Condon Financial Advisors LLC | 1,519 | $513.8K | 0.06% | +185+13.9% | Added |
| Optima Capital LLC | 1,524 | $515.5K | 0.20% | +12+0.8% | Added |