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 |
|---|---|---|---|---|---|
| LS Investment Advisors, LLC | 2,746 | $928.8K | 0.13% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 2,618 | $930.4K | 0.37% | +3+0.1% | Added |
| Klingman & Associates, LLC | 2,760 | $933.6K | 0.04% | +65+2.4% | Added |
| Benin Management CORP | 2,763 | $934.6K | 0.19% | −100−3.5% | Reduced |
| Central Bank & Trust Co | 2,770 | $937.0K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,770 | $937.0K | 0.01% | +88+3.3% | Added |
| Ballast, Inc. | 2,776 | $939.0K | 0.18% | 00.0% | Unchanged |
| Sentinus, LLC | 2,779 | $940.1K | 0.08% | +216+8.4% | Added |
| Hobbs Group Advisors, LLC | 2,783 | $941.4K | 0.25% | +2+0.1% | Added |
| Outfitter Financial LLC | 2,785 | $942.0K | 0.66% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2,787 | $942.5K | 0.43% | −923−24.9% | Reduced |
| Founders Financial Securities LLC | 2,790 | $943.7K | 0.05% | −487−14.9% | Reduced |
| Greystone Financial Group, LLC | 2,793 | $944.6K | 0.26% | −244−8.0% | Reduced |
| Ocean Capital Management, LLC | 2,795 | $945.5K | 0.18% | +5+0.2% | Added |
| Alexander Randolph Advisory, Inc. | 2,797 | $946.1K | 0.78% | −573−17.0% | Reduced |
| Icapital Wealth LLC | 2,800 | $947.1K | 0.53% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $947.1K | 0.44% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,800 | $947.1K | 1.08% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,805 | $948.8K | 0.01% | −12,084−81.2% | Reduced |
| Schnieders Capital Management, LLC. | 2,813 | $951.6K | 0.12% | +1,682+148.7% | Added |
| Trust Co of Virginia | 2,821 | $954.2K | 0.07% | +55+2.0% | Added |
| Matrix Asset Advisors Inc | 2,836 | $959.3K | 0.08% | −160−5.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,846 | $962.9K | 0.00% | +200+7.6% | Added |
| Insight Advisors, LLC | 2,848 | $963.3K | 0.17% | −235−7.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,855 | $965.7K | 0.12% | −318−10.0% | Reduced |
| Tiaa Trust, National Association | 2,863 | $968.4K | 0.06% | −566−16.5% | Reduced |
| Avidian Wealth Solutions, LLC | 2,865 | $969.0K | 0.03% | +485+20.4% | Added |
| Defiance ETFs, LLC | 2,793 | $969.3K | 0.01% | +480+20.8% | Added |
| Delta Financial Advisors LLC | 2,870 | $970.9K | 0.23% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 2,880 | $974.2K | 0.23% | −6,834−70.4% | Reduced |
| Global Assets Advisory, LLC | 2,790 | $974.7K | 0.21% | +308+12.4% | Added |
| Taylor Securities Services, Inc. | 2,882 | $974.8K | 0.40% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,888 | $976.8K | 0.06% | +6+0.2% | Added |
| Mayflower Financial Advisors, LLC | 2,907 | $983.4K | 0.08% | −176−5.7% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $984.3K | 0.17% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,916 | $986.3K | 0.10% | 00.0% | Unchanged |
| Cooper Financial Group | 2,922 | $988.3K | 0.08% | −62−2.1% | Reduced |
| Enterprise Financial Services Corp | 2,927 | $990.1K | 0.40% | +187+6.8% | Added |
| Continuum Advisory, LLC | 2,935 | $992.8K | 0.08% | −227−7.2% | Reduced |
| BIP Wealth, LLC | 2,938 | $993.6K | 0.03% | +788+36.7% | Added |
| Legal Advantage Investments, Inc. | 2,950 | $997.8K | 0.35% | −100−3.3% | Reduced |
| Wellington Grp LLC | 2,950 | $997.8K | 0.26% | +957+48.0% | Added |
| Philadelphia Trust Co | 2,960 | $1.00M | 0.06% | −135−4.4% | Reduced |
| ZEGA Investments, LLC | 2,970 | $1.00M | 0.17% | −87−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,974 | $1.01M | 0.01% | −3,346−52.9% | Reduced |
| Ulysses Management LLC | 3,000 | $1.01M | 0.35% | +3,000 | New |
| Childress Capital Advisors, LLC | 3,010 | $1.02M | 0.17% | −106−3.4% | Reduced |
| Sax Wealth Advisors, LLC | 3,369 | $1.02M | 0.04% | +1,101+48.5% | Added |
| Baker Tilly Wealth Management, LLC | 3,027 | $1.02M | 0.22% | +8+0.3% | Added |
| Nilsine Partners, LLC | 3,035 | $1.03M | 0.07% | −24−0.8% | Reduced |
| L2 Asset Management, LLC | 3,041 | $1.03M | 0.11% | +339+12.5% | Added |
| Main Street Financial Solutions, LLC | 3,044 | $1.03M | 0.07% | +498+19.6% | Added |
| Owen LaRue, LLC | 3,054 | $1.03M | 0.36% | +1,500+96.5% | Added |
| Phoenix Wealth Advisors | 3,059 | $1.03M | 0.35% | +597+24.2% | Added |
| Capital Investment Advisory Services, LLC | 3,059 | $1.03M | 0.06% | +86+2.9% | Added |
| Tanager Wealth Management LLP | 3,061 | $1.04M | 0.09% | +964+46.0% | Added |
| Orleans Capital Management Corp | 3,067 | $1.04M | 0.54% | +200+7.0% | Added |
| Westfuller Advisors, LLC | 3,069 | $1.04M | 0.38% | −39−1.3% | Reduced |
| K.J. Harrison & Partners Inc | 3,072 | $1.04M | 0.15% | −931−23.3% | Reduced |
| Weaver Capital Management LLC | 3,437 | $1.04M | 0.23% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,075 | $1.04M | 0.57% | −195−6.0% | Reduced |
| Clean Yield Group | 3,079 | $1.04M | 0.26% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,081 | $1.04M | 0.08% | +275+9.8% | Added |
| Provenance Wealth Advisors, LLC | 3,085 | $1.04M | 0.10% | +436+16.5% | Added |
| Claro Advisors LLC | 3,090 | $1.05M | 0.11% | +1,052+51.6% | Added |
| Oak Asset Management, LLC | 3,109 | $1.05M | 0.34% | −303−8.9% | Reduced |
| CFO4Life Group, LLC | 3,110 | $1.05M | 0.14% | +17+0.5% | Added |
| Tradition Wealth Management, LLC | 3,116 | $1.05M | 0.06% | +75+2.5% | Added |
| US Asset Management LLC | 3,124 | $1.06M | 0.80% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,130 | $1.06M | 0.36% | +1,977+171.5% | Added |
| Quantbot Technologies LP | 3,136 | $1.06M | 0.04% | +3,136 | New |
| Marshall Financial Group LLC | 3,145 | $1.06M | 0.16% | −261−7.7% | Reduced |
| Financial Sense Advisors, Inc. | 3,194 | $1.08M | 0.21% | +3,194 | New |
| Platform Technology Partners | 3,194 | $1.08M | 0.18% | −543−14.5% | Reduced |
| Geneos Wealth Management Inc. | 3,208 | $1.09M | 0.02% | −41−1.3% | Reduced |
| WBH Advisory Inc | 3,230 | $1.09M | 0.07% | −64−1.9% | Reduced |
| Palisade Capital Management LLC | 3,234 | $1.09M | 0.05% | +104+3.3% | Added |
| Howe & Rusling Inc | 3,248 | $1.10M | 0.06% | +57+1.8% | Added |
| Cornerstone Wealth Management, LLC | 3,250 | $1.10M | 0.05% | −339−9.4% | Reduced |
| PDS Planning, Inc | 3,251 | $1.10M | 0.06% | +195+6.4% | Added |
| FFT Wealth Management LLC | 3,258 | $1.10M | 0.17% | +2+0.1% | Added |
| Cetera Trust Company, N.A | 3,260 | $1.10M | 0.55% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,275 | $1.11M | 0.78% | +161+5.2% | Added |
| Ausdal Financial Partners, Inc. | 3,281 | $1.11M | 0.04% | −157−4.6% | Reduced |
| EntryPoint Capital, LLC | 3,298 | $1.12M | 0.27% | +909+38.0% | Added |
| S-Bank Fund Management Ltd | 3,308 | $1.12M | 0.15% | +92+2.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,311 | $1.12M | 0.13% | −125−3.6% | Reduced |
| Quotient Wealth Partners, LLC | 3,318 | $1.12M | 0.03% | +256+8.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,321 | $1.12M | 0.04% | −320−8.8% | Reduced |
| Union Bancaire Privee, UBP SA | 4,081 | $1.13M | 0.02% | −48−1.2% | Reduced |
| Catalyst Financial Partners LLC | 3,357 | $1.14M | 0.11% | +309+10.1% | Added |
| Basecamp Wealth Advisors LLC | 3,370 | $1.14M | 0.21% | +3+0.1% | Added |
| Bullseye Investment Management, LLC | 3,373 | $1.14M | 0.56% | +3,373 | New |
| Washington Trust Co | 3,375 | $1.14M | 0.04% | −583−14.7% | Reduced |
| CenterBook Partners LP | 3,376 | $1.14M | 0.06% | −4,176−55.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,389 | $1.15M | 0.07% | +105+3.2% | Added |
| First Foundation Advisors | 3,389 | $1.15M | 0.04% | −503−12.9% | Reduced |
| MONECO Advisors, LLC | 3,391 | $1.15M | 0.07% | +1,125+49.6% | Added |
| Advisor OS, LLC | 3,399 | $1.15M | 0.08% | +11+0.3% | Added |
| Alerus Financial NA | 3,407 | $1.15M | 0.05% | 00.0% | Unchanged |