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 |
|---|---|---|---|---|---|
| Windsor Capital Management, LLC | 1,524 | $515.7K | 0.13% | −252−14.2% | Reduced |
| Boit C F David | 1,525 | $515.8K | 0.22% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,530 | $517.5K | 0.05% | +20+1.3% | Added |
| Chapin Davis, Inc. | 1,532 | $518.3K | 0.09% | −437−22.2% | Reduced |
| Investors Research Corp | 1,534 | $518.9K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,535 | $519.3K | 0.05% | +2+0.1% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,536 | $519.6K | 0.36% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,538 | $520.2K | 0.04% | 00.0% | Unchanged |
| Commerce Advisors, LLC | 1,541 | $521.2K | 0.28% | +16+1.0% | Added |
| CPA Asset Management LLC | 1,541 | $521.2K | 0.15% | −31−2.0% | Reduced |
| LMCG Investments, LLC | 1,542 | $521.6K | 0.03% | −9−0.6% | Reduced |
| Mirabella Financial Services LLP | 1,546 | $522.9K | 0.05% | +147+10.5% | Added |
| Optas, LLC | 1,548 | $523.6K | 0.07% | +79+5.4% | Added |
| Ethos Financial Group, LLC | 1,576 | $523.9K | 0.04% | +519+49.1% | Added |
| DDD Partners, LLC | 1,549 | $523.9K | 0.03% | −65−4.0% | Reduced |
| Consolidated Planning Corp | 1,553 | $525.3K | 0.07% | −31−2.0% | Reduced |
| Vantus Wealth LLC | 1,555 | $526.0K | 0.28% | +1,555 | New |
| Granite Islands Private Wealth, LLC | 1,557 | $526.7K | 0.39% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,560 | $527.6K | 0.05% | +65+4.3% | Added |
| Wealthstar Advisors, LLC | 1,563 | $528.7K | 0.26% | +132+9.2% | Added |
| Drive Wealth Management, LLC | 1,566 | $529.6K | 0.09% | +92+6.2% | Added |
| Inscription Capital, LLC | 1,566 | $529.8K | 0.05% | +314+25.1% | Added |
| Fairfield, Bush & Co. | 1,568 | $530.4K | 0.26% | +13+0.8% | Added |
| MJP Associates Inc | 1,569 | $530.6K | 0.06% | +68+4.5% | Added |
| Agate Pass Investment Management, LLC | 1,570 | $531.0K | 0.20% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,571 | $531.3K | 0.27% | +4+0.3% | Added |
| Planning Alternatives Ltd | 1,571 | $531.5K | 0.06% | +242+18.2% | Added |
| Kapstone Financial Advisors LLC | 1,572 | $531.7K | 0.22% | +8+0.5% | Added |
| Brucke Financial, Inc. | 1,574 | $532.4K | 0.24% | −202−11.4% | Reduced |
| KFA Private Wealth Group, LLC | 1,574 | $532.4K | 0.13% | −5−0.3% | Reduced |
| CVA Family Office, LLC | 1,575 | $532.9K | 0.05% | +143+10.0% | Added |
| Optimize Financial Inc | 1,577 | $533.4K | 0.19% | −5−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,577 | $533.4K | 0.12% | +1,577 | New |
| Parkwoods Wealth Partners, LLC | 1,577 | $533.4K | 0.09% | +1,577 | New |
| Campbell & CO Investment Adviser LLC | 1,584 | $535.8K | 0.03% | −19,645−92.5% | Reduced |
| Leonteq Securities AG | 1,595 | $539.5K | 0.03% | −4,975−75.7% | Reduced |
| Golden Reserve Retirement LLC | 1,597 | $540.2K | 0.09% | +509+46.8% | Added |
| Zevenbergen Capital Investments LLC | 1,600 | $541.2K | 0.01% | −100−5.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,601 | $541.5K | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,602 | $541.9K | 0.03% | −1,589−49.8% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,603 | $542.1K | 0.47% | −300−15.8% | Reduced |
| Canvas Wealth Advisors, LLC | 1,604 | $542.6K | 0.08% | +488+43.7% | Added |
| HBW Advisory Services LLC | 1,617 | $547.0K | 0.05% | +316+24.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,618 | $547.4K | 0.15% | +2+0.1% | Added |
| Impact Capital Partners LLC | 1,619 | $547.6K | 0.15% | +24+1.5% | Added |
| Petros Family Wealth, LLC | 1,621 | $548.3K | 0.34% | +143+9.7% | Added |
| City Holding Co | 1,624 | $549.3K | 0.06% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,627 | $550.3K | 0.04% | +12+0.7% | Added |
| Crusonia Wealth Advisors LLC | 1,629 | $551.0K | 0.09% | +24+1.5% | Added |
| Schubert & Co | 1,632 | $552.0K | 0.38% | +14+0.9% | Added |
| Silverlake Wealth Management LLC | 1,634 | $552.6K | 0.11% | +41+2.6% | Added |
| Oliver Luxxe Assets LLC | 1,635 | $553.1K | 0.08% | −1−0.1% | Reduced |
| Tyche Wealth Partners LLC | 1,636 | $553.4K | 0.08% | +1+0.1% | Added |
| Strategy Asset Managers LLC | 1,636 | $553.5K | 0.08% | +35+2.2% | Added |
| Wealthquest Corp | 1,637 | $553.7K | 0.03% | −428−20.7% | Reduced |
| Kelman-Lazarov, Inc. | 1,638 | $554.1K | 0.07% | −19−1.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,640 | $554.6K | 0.14% | +148+9.9% | Added |
| Peterson Wealth Services | 1,640 | $554.6K | 0.12% | +20+1.2% | Added |
| Brown Miller Wealth Management, LLC | 1,640 | $554.7K | 0.14% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,640 | $555.0K | 0.00% | +108+7.0% | Added |
| Ancora Advisors, LLC | 1,643 | $555.6K | 0.01% | −244−12.9% | Reduced |
| Acorn Wealth Advisors, LLC | 1,645 | $556.5K | 0.14% | −1−0.1% | Reduced |
| Foster & Motley Inc | 1,647 | $557.0K | 0.03% | +28+1.7% | Added |
| Cassaday & Co Wealth Management LLC | 1,647 | $557.1K | 0.01% | −59−3.5% | Reduced |
| Triumph Capital Management | 1,649 | $557.9K | 0.10% | −2,043−55.3% | Reduced |
| Trilogy Capital Inc. | 1,654 | $559.5K | 0.02% | +54+3.4% | Added |
| Seven Mile Advisory | 1,655 | $559.8K | 0.38% | −757−31.4% | Reduced |
| Apollon Financial, LLC | 1,656 | $560.1K | 0.07% | −25−1.5% | Reduced |
| Boothbay Fund Management, LLC | 1,660 | $561.5K | 0.01% | +800+93.0% | Added |
| Missouri Trust & Investment Co | 1,677 | $563.9K | 0.15% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,669 | $564.4K | 0.19% | +3+0.2% | Added |
| Zullo Investment Group, Inc. | 1,670 | $565.1K | 0.19% | −24−1.4% | Reduced |
| NFP Retirement, Inc. | 1,672 | $565.6K | 0.03% | +16+1.0% | Added |
| Motco | 1,673 | $565.9K | 0.05% | +12+0.7% | Added |
| OneAscent Family Office, LLC | 1,673 | $566.0K | 0.29% | +66+4.1% | Added |
| Navigation Group, LLC | 1,675 | $566.7K | 0.11% | 00.0% | Unchanged |
| Income Insurance Ltd | 1,679 | $567.9K | 0.34% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,681 | $568.6K | 0.07% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,683 | $569.3K | 0.14% | +130+8.4% | Added |
| PCM Encore, LLC | 1,683 | $569.4K | 0.10% | −169−9.1% | Reduced |
| Harbour Trust & Investment Management Co | 1,687 | $570.6K | 0.05% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 1,688 | $571.0K | 0.14% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,691 | $572.0K | 0.28% | +112+7.1% | Added |
| WealthPlan Investment Management, LLC | 1,692 | $572.3K | 0.03% | −5,204−75.5% | Reduced |
| Victory Financial Group, LLC | 1,695 | $573.3K | 0.06% | −265−13.5% | Reduced |
| Severin Investments, LLC | 1,696 | $573.5K | 0.43% | +139+8.9% | Added |
| Rosenberg Matthew Hamilton | 1,697 | $574.0K | 0.11% | +402+31.0% | Added |
| Warner Group LLC | 1,699 | $574.6K | 0.14% | +877+106.7% | Added |
| Security National Bank of So Dak | 1,700 | $575.0K | 0.27% | −500−22.7% | Reduced |
| Cache Advisors, LLC | 1,708 | $577.7K | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,716 | $580.4K | 0.05% | 00.0% | Unchanged |
| North Capital, Inc. | 1,717 | $580.8K | 0.44% | +142+9.0% | Added |
| Fort Washington Investment Advisors Inc | 1,722 | $582.5K | 0.00% | −72−4.0% | Reduced |
| G&S Capital LLC | 1,722 | $582.5K | 0.17% | −8,866−83.7% | Reduced |
| First Nebraska Trust Co | 1,725 | $583.5K | 0.05% | +750+76.9% | Added |
| Verity Asset Management, Inc. | 1,726 | $583.8K | 0.22% | +1,726 | New |
| Calton & Associates, Inc. | 1,726 | $583.9K | 0.09% | +2+0.1% | Added |
| Patten Group, Inc. | 1,727 | $584.2K | 0.09% | −391−18.5% | Reduced |
| XML Financial, LLC | 1,733 | $586.2K | 0.04% | +25+1.5% | Added |
| Paradigm Financial Partners, LLC | 1,736 | $587.2K | 0.05% | +1,736 | New |