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 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $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 | 2,192 | $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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 2,333 | $789.3K | 0.18% | +76+3.4% | Added |
| Meridian Wealth Advisors, LLC | 2,337 | $790.5K | 0.09% | +36+1.6% | Added |
| Allen Investment Management LLC | 2,338 | $790.8K | 0.01% | −941−28.7% | Reduced |
| FSM Wealth Advisors, LLC | 2,339 | $791.2K | 0.08% | +339+17.0% | Added |
| Millstone Evans Group, LLC | 2,342 | $792.2K | 0.43% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,343 | $792.5K | 0.05% | −19−0.8% | Reduced |
| Diversified Enterprises, LLC | 2,345 | $793.1K | 0.04% | +7+0.3% | Added |
| Bristol John W & Co Inc | 2,351 | $795.2K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 2,376 | $803.7K | 0.15% | +48+2.1% | Added |
| Northbridge Financial Group, LLC | 2,380 | $805.2K | 0.31% | +178+8.1% | Added |
| Summit Wealth Partners, LLC | 2,382 | $805.7K | 0.11% | +125+5.5% | Added |
| Sierra Capital LLC | 2,386 | $807.1K | 0.08% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,388 | $807.7K | 0.09% | +107+4.7% | Added |
| CoreFirst Bank & Trust | 2,393 | $809.4K | 0.40% | −100−4.0% | Reduced |
| Weaver Consulting Group | 2,394 | $809.8K | 0.17% | +15+0.6% | Added |
| Sound Income Strategies, LLC | 2,399 | $811.6K | 0.04% | +61+2.6% | Added |
| Confluence Investment Management LLC | 2,400 | $811.8K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $811.8K | 0.38% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 2,400 | $811.8K | 0.03% | +2,400 | New |
| Unified Investment Management | 2,401 | $812.1K | 0.76% | −33−1.4% | Reduced |
| Drucker Wealth 3.0, LLC | 2,410 | $815.0K | 0.13% | +62+2.6% | Added |
| Delta Investment Management, LLC | 2,412 | $815.9K | 0.13% | +10.0% | Added |
| Westbourne Investment Advisors, Inc. | 2,413 | $816.2K | 0.23% | 00.0% | Unchanged |
| Tobam | 2,416 | $817.0K | 0.20% | −2,096−46.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,420 | $819.0K | 0.03% | −200−7.6% | Reduced |
| LM Advisors LLC | 2,423 | $819.0K | 0.09% | +1,689+230.1% | Added |
| Marietta Investment Partners LLC | 2,423 | $819.6K | 0.14% | −175−6.7% | Reduced |
| Plancorp, LLC | 2,313 | $819.8K | 0.02% | −1,598−40.9% | Reduced |
| Financial Solutions Advisory Group, Inc. | 2,365 | $820.0K | 0.10% | −110−4.4% | Reduced |
| Stonebridge Financial Group, LLC | 2,427 | $820.0K | 0.11% | +2,427 | New |
| Indiana Trust & Investment Management CO | 2,426 | $820.6K | 0.22% | −100−4.0% | Reduced |
| Coign Capital Advisors LLC | 2,431 | $822.3K | 0.37% | +30+1.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,437 | $824.3K | 0.08% | +49+2.1% | Added |
| Lavaca Capital LLC | 2,437 | $824.3K | 0.09% | +847+53.3% | Added |
| Oak Thistle LLC | 2,448 | $828.0K | 0.08% | +2,448 | New |
| Opal Wealth Advisors, LLC | 2,449 | $828.4K | 0.18% | +3+0.1% | Added |
| Brookwood Investment Group LLC | 2,451 | $829.0K | 0.10% | −178−6.8% | Reduced |
| Keebeck Wealth Management, LLC | 2,460 | $832.1K | 0.08% | +773+45.8% | Added |
| Plan A Wealth LLC | 2,460 | $832.1K | 0.35% | +237+10.7% | Added |
| Union Savings Bank | 2,472 | $836.1K | 0.34% | −12−0.5% | Reduced |
| Maridea Wealth Management LLC | 2,474 | $836.7K | 0.09% | +1,772+252.4% | Added |
| DT Investment Partners, LLC | 2,475 | $837.2K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,480 | $838.7K | 0.16% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 2,480 | $838.9K | 0.10% | +2+0.1% | Added |
| Perennial Investment Advisors, LLC | 2,484 | $840.6K | 0.06% | +28+1.1% | Added |
| Basepoint Wealth LLC | 2,498 | $845.0K | 0.48% | −211−7.8% | Reduced |
| Alphadyne Asset Management LP | 2,501 | $846.0K | 0.04% | −18,794−88.3% | Reduced |
| Elevated Financial Group LLC | 2,504 | $847.1K | 0.24% | −650−20.6% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $847.7K | 0.30% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,508 | $848.4K | 0.27% | +537+27.2% | Added |
| Arrow Financial Corp | 2,509 | $848.7K | 0.08% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,512 | $849.7K | 0.06% | +1,036+70.2% | Added |
| Keystone Financial Group | 2,514 | $850.3K | 0.05% | +262+11.6% | Added |
| Twin Lakes Capital Management, LLC | 2,530 | $855.6K | 0.33% | +4+0.2% | Added |
| Avantax Planning Partners, Inc. | 2,549 | $862.4K | 0.02% | +10.0% | Added |
| Third View Private Wealth, LLC | 2,555 | $864.2K | 0.11% | +289+12.8% | Added |
| American National Bank | 2,566 | $867.9K | 0.07% | +8+0.3% | Added |
| Exchange Bank | 2,568 | $868.6K | 0.54% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,569 | $869.1K | 0.09% | −189−6.9% | Reduced |
| Gradient Investments LLC | 2,580 | $872.7K | 0.01% | +1,074+71.3% | Added |
| Indivisible Partners | 2,584 | $874.1K | 0.05% | +349+15.6% | Added |
| Chapman Financial Group, LLC | 2,585 | $874.4K | 0.58% | 00.0% | Unchanged |
| Sandler Capital Management | 2,588 | $875.4K | 0.52% | +2,588 | New |
| LongView Wealth Management | 2,593 | $877.2K | 0.23% | −127−4.7% | Reduced |
| Fortress Private Ledger, LLC | 2,600 | $879.5K | 0.24% | +479+22.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,603 | $880.5K | 0.08% | 00.0% | Unchanged |
| TritonPoint Partners, LLC | 2,604 | $881.0K | 0.07% | +1,357+108.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,609 | $882.5K | 0.08% | −11−0.4% | Reduced |
| First National Bank of Hutchinson | 2,611 | $883.2K | 0.48% | +2,611 | New |
| Sigma Investment Counselors Inc | 2,616 | $884.9K | 0.04% | −760−22.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,616 | $884.9K | 0.43% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,617 | $885.0K | 0.06% | −4−0.2% | Reduced |
| Strategic Blueprint, LLC | 2,622 | $886.8K | 0.04% | +142+5.7% | Added |
| Umpqua Bank | 2,635 | $891.3K | 0.20% | +22+0.8% | Added |
| Marino, Stram & Associates LLC | 2,637 | $891.9K | 0.14% | +7+0.3% | Added |
| Borer Denton & Associates, Inc. | 2,637 | $891.9K | 0.29% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,637 | $892.0K | 0.03% | +1,957+287.8% | Added |
| Pioneer Trust Bank N A | 2,640 | $893.0K | 0.20% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 2,645 | $894.7K | 0.34% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,646 | $894.9K | 0.03% | +181+7.3% | Added |
| Ridgewood Investments LLC | 2,647 | $895.4K | 0.34% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,655 | $898.1K | 0.20% | +50+1.9% | Added |
| Waddell & Associates, LLC | 2,662 | $900.4K | 0.04% | −348−11.6% | Reduced |
| Sendero Wealth Management, LLC | 2,672 | $903.8K | 0.09% | +4+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,673 | $904.3K | 0.11% | +3+0.1% | Added |
| RFP Financial Group LLC | 2,674 | $904.6K | 0.41% | +117+4.6% | Added |
| Old North State Trust, LLC | 2,685 | $908.0K | 0.47% | +246+10.1% | Added |
| Hartford Financial Management Inc. | 2,685 | $908.2K | 0.20% | −5−0.2% | Reduced |
| Fortune Financial Advisors, LLC | 2,693 | $910.8K | 0.39% | +2+0.1% | Added |
| Evergreen Wealth Solutions, LLC | 2,654 | $912.1K | 0.05% | +433+19.5% | Added |
| Integrity Alliance, LLC. | 2,696 | $912.3K | 0.03% | −15−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 2,699 | $912.9K | 0.11% | +56+2.1% | Added |
| Bamco Inc | 2,700 | $913.3K | 0.00% | +2,700 | New |
| Financial Planning Hawaii, Inc. | 2,701 | $913.7K | 0.49% | +366+15.7% | Added |
| Purus Wealth Management, LLC | 2,702 | $913.9K | 0.25% | +17+0.6% | Added |
| Navellier & Associates Inc | 2,726 | $922.1K | 0.07% | +1,526+127.2% | Added |
| Auxano Advisors, LLC | 2,729 | $923.1K | 0.17% | +229+9.2% | Added |
| Midwest Financial Group LLC | 2,733 | $924.4K | 0.32% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,741 | $927.0K | 0.01% | +698+34.2% | Added |
| Gryphon Financial Partners LLC | 2,742 | $927.5K | 0.08% | +253+10.2% | Added |