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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 3,408 | $1.15M | 0.01% | +21+0.6% | Added |
| Alchemi Wealth, LLC | 3,411 | $1.15M | 0.54% | −3−0.1% | Reduced |
| Novem Group | 3,414 | $1.15M | 0.12% | +322+10.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,414 | $1.15M | 0.30% | −224−6.2% | Reduced |
| Bayesian Capital Management, LP | 3,418 | $1.16M | 0.74% | +3,418 | New |
| Silver Oak Securities, Inc | 3,421 | $1.16M | 0.07% | +1,684+96.9% | Added |
| Quantum Financial Advisors, LLC | 3,422 | $1.16M | 0.11% | −25−0.7% | Reduced |
| Rexford Capital Inc | 3,433 | $1.16M | 0.71% | +26+0.8% | Added |
| Colonial Trust Co | 3,449 | $1.17M | 0.15% | +21+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 3,451 | $1.17M | 0.02% | −216−5.9% | Reduced |
| Defined Wealth Management, LLC | 3,457 | $1.17M | 0.60% | +13+0.4% | Added |
| Argus Investors' Counsel, Inc. | 3,466 | $1.17M | 0.90% | −5−0.1% | Reduced |
| Francis Financial, Inc. | 3,482 | $1.18M | 0.19% | +31+0.9% | Added |
| Bristlecone Value Partners, LLC | 3,484 | $1.18M | 0.95% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 3,486 | $1.18M | 0.87% | +1,271+57.4% | Added |
| Ervin Investment Management, LLC | 3,488 | $1.18M | 0.64% | −383−9.9% | Reduced |
| Resolute Wealth Strategies, LLC | 3,488 | $1.18M | 0.46% | −68−1.9% | Reduced |
| Equity Investment Corp | 3,495 | $1.18M | 0.02% | −24−0.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,495 | $1.18M | 0.23% | −3,200−47.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,500 | $1.18M | 0.55% | +2,000+133.3% | Added |
| Ieq Capital, LLC | 3,522 | $1.19M | 0.01% | −20,633−85.4% | Reduced |
| Heartland Bank & Trust Co | 3,527 | $1.19M | 0.25% | +186+5.6% | Added |
| Facet Wealth, Inc. | 3,528 | $1.19M | 0.02% | +726+25.9% | Added |
| Proficio Capital Partners LLC | 3,532 | $1.19M | 0.04% | +2,156+156.7% | Added |
| MWA Asset Management | 3,553 | $1.20M | 0.54% | +854+31.6% | Added |
| Verus Capital Partners, LLC | 3,555 | $1.20M | 0.07% | +74+2.1% | Added |
| Odyssey Capital Advisors, Inc. | 3,559 | $1.20M | 0.86% | −27−0.8% | Reduced |
| Aventura Private Wealth, LLC | 3,579 | $1.21M | 0.37% | −56−1.5% | Reduced |
| Saybrook Capital | 3,600 | $1.22M | 0.30% | 00.0% | Unchanged |
| Delphi Management Inc | 3,600 | $1.22M | 1.19% | +361+11.1% | Added |
| Sunflower Bank, N.A. | 3,621 | $1.22M | 0.29% | −7−0.2% | Reduced |
| Ellevest, Inc. | 3,664 | $1.23M | 0.14% | −183−4.8% | Reduced |
| Conway Capital Management, Inc. | 3,625 | $1.23M | 0.55% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 3,629 | $1.23M | 0.18% | +1,794+97.8% | Added |
| Bell Bank | 3,648 | $1.23M | 0.05% | +60+1.7% | Added |
| Polymer Capital Management (US) LLC | 3,649 | $1.23M | 0.18% | +3,649 | New |
| Verity & Verity, LLC | 3,651 | $1.23M | 0.08% | 00.0% | Unchanged |
| Carr Financial Group Corp | 3,658 | $1.24M | 0.28% | −1,182−24.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.24M | 0.11% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,672 | $1.24M | 0.68% | +3,672 | New |
| Clayton Financial Group LLC | 3,683 | $1.25M | 0.69% | −280−7.1% | Reduced |
| Horizon Family Wealth, Inc. | 3,685 | $1.25M | 0.57% | +181+5.2% | Added |
| Duncker Streett & Co Inc | 3,686 | $1.25M | 0.21% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,695 | $1.25M | 0.09% | +9+0.2% | Added |
| Northstar Advisory Group, LLC | 3,698 | $1.25M | 0.39% | −3,219−46.5% | Reduced |
| Winebrenner Capital Management LLC | 3,700 | $1.25M | 0.76% | −287−7.2% | Reduced |
| OneAscent Financial Services LLC | 3,703 | $1.25M | 0.06% | +960+35.0% | Added |
| Reynders McVeigh Capital Management, LLC | 3,711 | $1.25M | 0.06% | −70−1.9% | Reduced |
| Great Diamond Partners, LLC | 3,713 | $1.26M | 0.22% | −21−0.6% | Reduced |
| Westpac Banking Corp | 3,721 | $1.26M | 0.08% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,729 | $1.26M | 0.02% | +1,698+83.6% | Added |
| Embree Financial Group | 3,731 | $1.26M | 0.13% | +18+0.5% | Added |
| PeakShares LLC | 3,738 | $1.26M | 0.94% | +255+7.3% | Added |
| Davidson Capital Management Inc. | 3,741 | $1.27M | 0.20% | +128+3.5% | Added |
| F/M Investments LLC | 3,745 | $1.27M | 0.06% | +1,147+44.1% | Added |
| Ronald Blue Trust, Inc. | 3,747 | $1.27M | 0.01% | −75−2.0% | Reduced |
| Sage Rhino Capital LLC | 3,749 | $1.27M | 0.21% | −37−1.0% | Reduced |
| InvesTrust | 3,750 | $1.27M | 0.49% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,751 | $1.27M | 0.36% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,773 | $1.28M | 0.04% | −379−9.1% | Reduced |
| Skba Capital Management LLC | 3,779 | $1.28M | 0.21% | +200+5.6% | Added |
| Golden State Wealth Management, LLC | 3,780 | $1.28M | 0.12% | +58+1.6% | Added |
| First Western Trust Bank | 3,784 | $1.28M | 0.06% | −1,695−30.9% | Reduced |
| Shelton Wealth Management, LLC | 3,785 | $1.28M | 0.51% | +1,088+40.3% | Added |
| Aprio Wealth Management, LLC | 3,799 | $1.29M | 0.06% | +36+1.0% | Added |
| PDT Partners, LLC | 3,800 | $1.29M | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,800 | $1.29M | 0.08% | −31−0.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,810 | $1.29M | 0.21% | −730−16.1% | Reduced |
| Resources Management Corp | 3,814 | $1.29M | 0.16% | +4+0.1% | Added |
| Cypress Capital Group | 3,814 | $1.29M | 0.12% | +1,091+40.1% | Added |
| J. Safra Sarasin Holding AG | 4,072 | $1.29M | 0.02% | +1,636+67.2% | Added |
| Tred Avon Family Wealth, LLC | 3,818 | $1.29M | 0.40% | −26−0.7% | Reduced |
| Lifeworks Advisors, LLC | 3,822 | $1.29M | 0.14% | +222+6.2% | Added |
| McLaughlin Asset Management, Inc. | 3,832 | $1.30M | 0.89% | −78−2.0% | Reduced |
| Alhambra Investment Partners LLC | 3,839 | $1.30M | 0.57% | −152−3.8% | Reduced |
| Marble Wealth, LLC | 3,840 | $1.30M | 0.20% | +104+2.8% | Added |
| Private Wealth Asset Management, LLC | 3,841 | $1.30M | 0.13% | +42+1.1% | Added |
| Orrstown Financial Services Inc | 3,859 | $1.31M | 0.19% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,876 | $1.31M | 0.05% | +226+6.2% | Added |
| MTM Investment Management, LLC | 3,880 | $1.31M | 0.37% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 3,883 | $1.31M | 1.10% | +56+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 3,890 | $1.32M | 0.28% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,891 | $1.32M | 0.16% | +712+22.4% | Added |
| VeraBank, N.A. | 3,899 | $1.32M | 0.22% | −178−4.4% | Reduced |
| Gratus Wealth Advisors, LLC | 3,902 | $1.32M | 0.17% | +42+1.1% | Added |
| Culbertson A N & Co Inc | 3,922 | $1.33M | 0.15% | +9+0.2% | Added |
| U S Global Investors Inc | 3,930 | $1.33M | 0.13% | +3,930 | New |
| Hanson & Doremus Investment Management | 3,931 | $1.33M | 0.14% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,940 | $1.33M | 0.23% | +65+1.7% | Added |
| Trueblood Wealth Management, LLC | 3,941 | $1.33M | 0.47% | −6−0.2% | Reduced |
| Hills Bank & Trust Co | 3,944 | $1.33M | 0.06% | +132+3.5% | Added |
| Knightsbridge Asset Management, LLC | 3,949 | $1.34M | 0.18% | −12−0.3% | Reduced |
| Allegheny Financial Group LTD | 3,956 | $1.34M | 0.14% | 00.0% | Unchanged |
| Invst, LLC | 3,958 | $1.34M | 0.13% | +128+3.3% | Added |
| Kepler Cheuvreux (Suisse) SA | 3,962 | $1.34M | 0.08% | −3,607−47.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,962 | $1.34M | 0.11% | −264−6.2% | Reduced |
| Physicians Financial Services, Inc. | 3,965 | $1.34M | 0.33% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 3,965 | $1.34M | 0.33% | +2,628+196.6% | Added |
| First Commonwealth Financial Corp | 3,969 | $1.34M | 0.19% | +186+4.9% | Added |
| Promethium Advisors,llc | 3,973 | $1.34M | 0.65% | +12+0.3% | Added |