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 |
|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | 1,737 | $587.6K | 0.06% | +242+16.2% | Added |
| Valley National Advisers Inc | 1,738 | $587.9K | 0.07% | +128+8.0% | Added |
| Davis Investment Partners, LLC | 1,746 | $590.4K | 0.18% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,746 | $590.7K | 0.17% | +314+21.9% | Added |
| Ellis Investment Partners, LLC | 1,748 | $591.3K | 0.09% | +5+0.3% | Added |
| Waters Parkerson & Co., LLC | 1,749 | $591.6K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 1,690 | $592.5K | 0.26% | +358+26.9% | Added |
| Heritage Investment Group, Inc. | 1,752 | $592.6K | 0.08% | +2+0.1% | Added |
| Phillips Wealth Planners LLC | 1,697 | $593.2K | 0.44% | −127−7.0% | Reduced |
| Centurion Wealth Management LLC | 1,756 | $594.0K | 0.14% | −34−1.9% | Reduced |
| Sage Private Wealth Group, LLC | 1,756 | $594.1K | 0.27% | −37−2.1% | Reduced |
| Legend Capital Advisors LLC | 1,757 | $594.3K | 0.32% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,758 | $594.6K | 0.07% | +80+4.8% | Added |
| Aigen Investment Management, LP | 1,759 | $595.0K | 0.16% | −7,316−80.6% | Reduced |
| Midway Capital Research & Management | 1,763 | $596.3K | 0.47% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 1,765 | $597.0K | 0.46% | +945+115.2% | Added |
| Z3 Capital Partners, LLC | 1,768 | $598.0K | 0.13% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,769 | $598.5K | 0.03% | +85+5.0% | Added |
| Tennessee Valley Asset Management Partners | 1,772 | $599.4K | 0.07% | +4+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,772 | $599.4K | 0.12% | +81+4.8% | Added |
| Atala Financial Inc | 1,773 | $599.7K | 0.37% | +30+1.7% | Added |
| Secure Asset Management, LLC | 1,774 | $599.9K | 0.08% | +101+6.0% | Added |
| Abacus Wealth Partners, LLC | 1,775 | $600.4K | 0.06% | −1,238−41.1% | Reduced |
| Summit Global Investments | 1,775 | $601.0K | 0.03% | −843−32.2% | Reduced |
| Atlantic Trust, LLC | 1,779 | $601.8K | 0.08% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,787 | $604.5K | 0.11% | −97−5.1% | Reduced |
| Trillium Asset Management, LLC | 1,791 | $605.8K | 0.02% | −65−3.5% | Reduced |
| Whitener Capital Management, Inc. | 1,792 | $606.1K | 0.13% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,793 | $606.5K | 0.27% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,797 | $607.7K | 0.21% | +6+0.3% | Added |
| Truvestments Capital LLC | 1,799 | $608.4K | 0.09% | −71−3.8% | Reduced |
| Retirement Planning Group | 1,800 | $608.9K | 0.02% | −461−20.4% | Reduced |
| Triad Wealth Partners, LLC | 1,776 | $612.2K | 0.04% | +640+56.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,812 | $613.0K | 0.25% | −135−6.9% | Reduced |
| BXM Wealth LLC | 1,815 | $613.9K | 0.33% | +985+118.7% | Added |
| Herold Advisors, Inc. | 1,816 | $614.0K | 0.12% | −67−3.6% | Reduced |
| Mechanics Financial Corp | 1,816 | $614.3K | 0.22% | −60−3.2% | Reduced |
| Capstone Financial Advisors, Inc. | 1,821 | $615.9K | 0.03% | −11−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 1,824 | $617.0K | 0.06% | −26−1.4% | Reduced |
| First National Bank of Omaha | 1,826 | $617.6K | 0.02% | +46+2.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,827 | $617.8K | 0.06% | −1,561−46.1% | Reduced |
| KPP Advisory Services LLC | 1,832 | $619.8K | 0.08% | +26+1.4% | Added |
| Valmark Advisers, Inc. | 1,838 | $621.6K | 0.01% | −40−2.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,840 | $622.5K | 0.37% | +281+18.0% | Added |
| Nwam LLC | 1,843 | $623.6K | 0.03% | −28−1.5% | Reduced |
| TradeWell Securities, LLC. | 1,853 | $626.8K | 0.22% | +6+0.3% | Added |
| NBH Bank | 1,854 | $627.1K | 0.26% | +1,854 | New |
| Legacy Financial Strategies, LLC | 1,863 | $630.2K | 0.10% | +8+0.4% | Added |
| Bluedoor Private Wealth, LLC | 1,865 | $630.8K | 0.27% | +468+33.5% | Added |
| Tiemann Investment Advisors, LLC | 1,868 | $631.9K | 0.23% | −51−2.7% | Reduced |
| Breakwater Capital Group | 1,869 | $632.2K | 0.08% | −100−5.1% | Reduced |
| Adirondack Trust Co | 1,870 | $632.5K | 0.19% | −81−4.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,870 | $632.5K | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,872 | $633.2K | 0.02% | +587+45.7% | Added |
| Sterling Investment Advisors, Ltd. | 1,873 | $633.7K | 0.11% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,876 | $634.6K | 0.14% | −17−0.9% | Reduced |
| Keystone Wealth Services, LLC | 1,884 | $637.2K | 0.12% | +16+0.9% | Added |
| Annex Advisory Services, LLC | 1,885 | $637.6K | 0.01% | +1+0.1% | Added |
| Everest Financial Group LLC | 1,886 | $637.8K | 0.09% | −64−3.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,887 | $638.1K | 0.08% | −4−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 1,887 | $638.2K | 0.04% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,887 | $638.3K | 0.04% | −251−11.7% | Reduced |
| Prairieview Wealth Partners, LLC | 1,889 | $639.0K | 0.48% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 1,900 | $640.9K | 0.22% | +1,900 | New |
| Zions Bancorporation, National Association | 1,900 | $642.7K | 0.04% | −23−1.2% | Reduced |
| Wittenberg Investment Management, Inc. | 1,900 | $642.7K | 0.22% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $643.0K | 0.28% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,902 | $643.4K | 0.18% | +46+2.5% | Added |
| May Hill Capital, LLC | 1,910 | $646.1K | 0.13% | +131+7.4% | Added |
| Goldstein Advisors, LLC | 1,912 | $646.7K | 0.06% | +1,912 | New |
| Steigerwald, Gordon & Koch Inc. | 1,914 | $647.4K | 0.06% | +18+0.9% | Added |
| Balentine LLC | 1,921 | $649.8K | 0.02% | +172+9.8% | Added |
| Sage Mountain Advisors LLC | 1,925 | $651.1K | 0.04% | +1,208+168.5% | Added |
| Ballast Advisors LLC | 1,926 | $651.5K | 0.16% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $653.5K | 0.26% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 1,932 | $653.5K | 0.51% | +240+14.2% | Added |
| Triangle Securities Wealth Management | 1,933 | $653.8K | 0.13% | −143−6.9% | Reduced |
| Stanley-Laman Group, Ltd. | 1,939 | $655.9K | 0.07% | +82+4.4% | Added |
| Thrive Wealth Management, LLC | 1,943 | $657.2K | 0.08% | −54−2.7% | Reduced |
| Lavelle Capital LP | 1,950 | $659.6K | 0.34% | +1,950 | New |
| Palumbo Wealth Management LLC | 1,951 | $659.9K | 0.14% | +36+1.9% | Added |
| Wisconsin Wealth Advisors, LLC | 1,960 | $662.9K | 0.57% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,960 | $663.0K | 0.03% | −5−0.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,962 | $663.7K | 0.07% | +410+26.4% | Added |
| Blume Capital Management, Inc. | 1,963 | $664.0K | 0.10% | 00.0% | Unchanged |
| Davidson Trust Co | 1,964 | $664.3K | 0.26% | 00.0% | Unchanged |
| Torray LLC | 1,965 | $664.7K | 0.09% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 1,966 | $664.8K | 0.17% | −43−2.1% | Reduced |
| Regatta Capital Group, LLC | 1,970 | $666.3K | 0.09% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,989 | $668.6K | 0.09% | −468−19.0% | Reduced |
| Oxbow Advisors, LLC | 1,978 | $669.1K | 0.05% | +325+19.7% | Added |
| E Fund Management Co., Ltd. | 1,993 | $674.1K | 0.02% | −6−0.3% | Reduced |
| Augustine Asset Management Inc | 1,995 | $674.8K | 0.14% | +1,995 | New |
| Harvest Fund Management Co., Ltd | 1,996 | $675.0K | 0.02% | −38−1.9% | Reduced |
| Midland Wealth Advisors LLC | 1,998 | $675.8K | 0.03% | −54−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 1,998 | $675.8K | 0.00% | +113+6.0% | Added |
| Harbor Advisors LLC | 2,000 | $676.5K | 0.09% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 2,000 | $676.5K | 0.11% | +1,000+100.0% | Added |
| Curat Global, LLC | 1,705 | $678.9K | 0.57% | −310−15.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 2,007 | $678.9K | 0.10% | +601+42.7% | Added |