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 |
|---|---|---|---|---|---|
| Magnolia Capital Management Ltd | 2,010 | $680.0K | 0.47% | −545−21.3% | Reduced |
| Sunburst Financial Group, LLC | 2,012 | $680.6K | 0.11% | −35−1.7% | Reduced |
| Silver Lake Advisory, LLC | 2,014 | $681.2K | 0.24% | +4+0.2% | Added |
| Sippican Capital Advisors | 2,014 | $681.2K | 0.42% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 2,016 | $682.0K | 0.48% | +130+6.9% | Added |
| Fragasso Group Inc. | 2,023 | $684.2K | 0.04% | +468+30.1% | Added |
| Evansbrook LLC | 2,026 | $685.3K | 0.41% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,027 | $685.6K | 0.08% | −20−1.0% | Reduced |
| Tripletail Wealth Management, LLC | 1,949 | $686.0K | 0.79% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,029 | $686.3K | 0.32% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 2,030 | $687.0K | 0.49% | −3,237−61.5% | Reduced |
| KKM Financial LLC | 2,043 | $691.0K | 0.09% | +20+1.0% | Added |
| Clear Street Group Inc. | 2,044 | $691.4K | 0.00% | +1,385+210.2% | Added |
| Charter Trust Co | 2,049 | $693.1K | 0.04% | −86−4.0% | Reduced |
| Pacitti Group Inc. | 2,058 | $696.0K | 0.22% | +10.0% | Added |
| Precedent Wealth Partners, LLC | 2,058 | $696.1K | 0.12% | +25+1.2% | Added |
| Banque Pictet & Cie SA | 2,061 | $697.1K | 0.01% | −5,217−71.7% | Reduced |
| Ashton Thomas Securities, LLC | 2,070 | $697.8K | 0.10% | +93+4.7% | Added |
| Steel Peak Wealth Management LLC | 2,064 | $698.1K | 0.02% | −1,166−36.1% | Reduced |
| Wealth Architects, LLC | 2,074 | $701.5K | 0.06% | −18−0.9% | Reduced |
| MBL Wealth, LLC | 2,079 | $703.2K | 0.05% | −166−7.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,084 | $704.9K | 0.10% | +53+2.6% | Added |
| Camden National Bank | 2,092 | $707.6K | 0.09% | +11+0.5% | Added |
| Pitcairn Wealth Advisors LLC | 2,096 | $709.2K | 0.08% | −93−4.2% | Reduced |
| Clarendon Private LLC | 2,097 | $709.3K | 0.46% | +28+1.4% | Added |
| Aries Wealth Management | 2,098 | $709.6K | 0.14% | 00.0% | Unchanged |
| Compass Capital Corp | 2,086 | $710.8K | 0.23% | −90−4.1% | Reduced |
| 180 Wealth Advisors, LLC | 2,102 | $710.9K | 0.07% | −36−1.7% | Reduced |
| Alta Advisers Ltd | 2,102 | $711.0K | 0.16% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,095 | $711.2K | 0.02% | +2,095 | New |
| Princeton Global Asset Management LLC | 2,107 | $712.5K | 0.10% | +790+60.0% | Added |
| Philip James Wealth Mangement, LLC | 2,109 | $713.4K | 0.08% | 00.0% | Unchanged |
| Essex Savings Bank | 2,118 | $716.4K | 0.15% | −10.0% | Reduced |
| PW Nova Financial Services LLC | 2,121 | $717.4K | 0.15% | −26−1.2% | Reduced |
| SmartHarvest Portfolios, LLC | 2,121 | $717.5K | 0.23% | +297+16.3% | Added |
| Outlook Wealth Advisors, LLC | 2,127 | $719.3K | 0.16% | −18−0.8% | Reduced |
| Bangor Savings Bank | 2,128 | $719.8K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 2,130 | $720.5K | 0.11% | −2,204−50.9% | Reduced |
| one8zero8, LLC | 2,130 | $720.5K | 0.14% | −45−2.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,133 | $721.4K | 0.04% | +91+4.5% | Added |
| Kathmere Capital Management, LLC | 2,134 | $721.8K | 0.04% | +200+10.3% | Added |
| Visionary Wealth Advisors | 2,137 | $722.9K | 0.03% | +53+2.5% | Added |
| MEMBERS Trust Co | 2,139 | $723.5K | 0.02% | −21−1.0% | Reduced |
| Pictet & Cie (Europe) SA | 2,141 | $724.2K | 0.01% | +1,405+190.9% | Added |
| Traphagen Investment Advisors LLC | 2,142 | $724.4K | 0.05% | −106−4.7% | Reduced |
| Shufro Rose & Co LLC | 2,142 | $724.5K | 0.04% | −217−9.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,143 | $724.9K | 0.04% | +178+9.1% | Added |
| Keel Point, LLC | 2,143 | $724.9K | 0.04% | +168+8.5% | Added |
| Addison Capital Co | 2,144 | $725.2K | 0.12% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,144 | $725.3K | 0.09% | +2+0.1% | Added |
| Alteri Wealth LLC | 2,148 | $726.5K | 0.20% | +371+20.9% | Added |
| Saxon Interests, Inc. | 2,158 | $729.9K | 0.20% | −193−8.2% | Reduced |
| Lansing Street Advisors | 2,162 | $731.3K | 0.16% | +25+1.2% | Added |
| Westmount Partners, LLC | 2,163 | $731.8K | 0.16% | −1,399−39.3% | Reduced |
| Kane Investment Management, Inc. | 2,169 | $733.6K | 0.31% | −26−1.2% | Reduced |
| Wellspring Financial Advisors, LLC | 2,171 | $734.5K | 0.05% | +10.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,178 | $736.7K | 0.01% | +621+39.9% | Added |
| Marest Capital, LLC | 2,180 | $737.6K | 0.37% | +22+1.0% | Added |
| Macroview Investment Management LLC | 2,186 | $739.4K | 0.46% | +71+3.4% | Added |
| Rossmore Private Capital | 2,189 | $740.3K | 0.06% | 00.0% | Unchanged |
| Fell Capital Management | 2,190 | $740.8K | 0.62% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,190 | $740.8K | 0.19% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,194 | $742.2K | 0.04% | −15−0.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 2,204 | $745.5K | 0.11% | 00.0% | Unchanged |
| Perpetual Ltd | 2,211 | $747.9K | 0.01% | +10+0.5% | Added |
| Northside Capital Management, LLC | 2,235 | $756.0K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,243 | $758.7K | 0.03% | +38+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 2,246 | $759.0K | 0.20% | −80−3.4% | Reduced |
| United Community Bank | 2,249 | $760.7K | 0.24% | −13−0.6% | Reduced |
| Raleigh Capital Management Inc. | 2,250 | $760.9K | 0.24% | −108−4.6% | Reduced |
| Professional Advisory Services Inc | 2,250 | $761.0K | 0.09% | +750+50.0% | Added |
| Birch Hill Investment Advisors LLC | 2,250 | $761.1K | 0.03% | −31−1.4% | Reduced |
| Linscomb & Williams, Inc. | 2,251 | $761.4K | 0.03% | −560−19.9% | Reduced |
| HCR Wealth Advisors | 2,258 | $763.8K | 0.07% | +625+38.3% | Added |
| All Terrain Financial Advisors, LLC | 2,259 | $764.1K | 0.16% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,261 | $764.9K | 0.12% | −57−2.5% | Reduced |
| Consultiva Wealth Management, Corp. | 2,262 | $765.1K | 1.72% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,263 | $765.5K | 0.02% | −26,718−92.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,264 | $765.8K | 0.03% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,266 | $766.5K | 0.06% | +549+32.0% | Added |
| Blalock Williams, LLC | 2,275 | $769.5K | 0.50% | +61+2.8% | Added |
| Catalyst Funds Management Pty Ltd | 2,281 | $771.5K | 0.04% | +2,281 | New |
| TRB Wealth Management, LLC | 2,282 | $771.9K | 0.10% | −150−6.2% | Reduced |
| Custom Index Systems, LLC | 2,287 | $773.6K | 0.28% | +25+1.1% | Added |
| Kozak & Associates, Inc. | 2,234 | $777.5K | 0.13% | +4+0.2% | Added |
| Crumly & Associates Inc. | 2,302 | $778.7K | 0.15% | −1,432−38.4% | Reduced |
| ORG Wealth Partners, LLC | 2,302 | $778.7K | 0.12% | +79+3.6% | Added |
| Sovereign Financial Group, Inc. | 2,312 | $781.9K | 0.12% | −110−4.5% | Reduced |
| StoneX Group Inc. | 2,352 | $782.1K | 0.03% | +268+12.9% | Added |
| Palisades Hudson Asset Management, L.P. | 2,315 | $783.0K | 0.27% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 2,316 | $783.3K | 0.10% | +19+0.8% | Added |
| Harbor Investment Advisory, LLC | 2,318 | $784.1K | 0.05% | −1,985−46.1% | Reduced |
| MFA Wealth Services | 2,322 | $785.3K | 0.47% | −658−22.1% | Reduced |
| Davis R M Inc | 2,323 | $785.7K | 0.01% | +1,412+155.0% | Added |
| Sage Capital Management, LLC | 2,324 | $786.4K | 0.31% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,325 | $786.4K | 0.16% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,326 | $786.8K | 0.04% | −495−17.5% | Reduced |
| Oslo Pensjonsforsikring AS | 2,330 | $788.1K | 0.09% | +158+7.3% | Added |
| Centennial Bank | 2,331 | $788.5K | 0.25% | −100−4.1% | Reduced |
| PFC Capital Group, Inc. | 2,335 | $789.0K | 0.30% | 00.0% | Unchanged |