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 |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 3,973 | $1.34M | 0.49% | +52+1.3% | Added |
| Clear Harbor Asset Management, LLC | 3,985 | $1.35M | 0.08% | −202−4.8% | Reduced |
| Cidel Asset Management Inc | 3,987 | $1.35M | 0.06% | +1,108+38.5% | Added |
| Advisory Research Inc | 3,987 | $1.35M | 0.13% | +14+0.4% | Added |
| Founders Financial Alliance, LLC | 3,990 | $1.35M | 0.18% | +48+1.2% | Added |
| Evanson Financial, LLC | 3,991 | $1.35M | 0.07% | +3,991 | New |
| Moment Partners, LLC | 4,000 | $1.35M | 0.24% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 4,000 | $1.35M | 2.25% | +4,000 | New |
| Soltis Investment Advisors LLC | 4,008 | $1.36M | 0.08% | −254−6.0% | Reduced |
| Lewis Asset Management, LLC | 4,020 | $1.36M | 0.48% | +914+29.4% | Added |
| Portfolio Design Labs, LLC | 4,052 | $1.37M | 0.22% | +87+2.2% | Added |
| Oakworth Capital, Inc. | 4,038 | $1.37M | 0.07% | +125+3.2% | Added |
| Navis Wealth Advisors, LLC | 4,065 | $1.37M | 0.52% | +100+2.5% | Added |
| Beaton Management Co. Inc. | 4,071 | $1.38M | 0.56% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,077 | $1.38M | 0.06% | −449−9.9% | Reduced |
| Texas Yale Capital Corp. | 4,078 | $1.38M | 0.03% | +165+4.2% | Added |
| Marex Group plc | 4,083 | $1.38M | 0.01% | +1,923+89.0% | Added |
| Green Harvest Asset Management LLC | 4,083 | $1.38M | 0.02% | −234−5.4% | Reduced |
| Cambria Investment Management, L.P. | 4,094 | $1.38M | 0.07% | +613+17.6% | Added |
| Evelyn Partners Group Ltd | 4,094 | $1.38M | 0.03% | +4,094 | New |
| Jamison Private Wealth Management, Inc. | 4,099 | $1.39M | 0.14% | +7+0.2% | Added |
| Portus Wealth Advisors, LLC | 4,109 | $1.39M | 1.14% | +430+11.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,120 | $1.39M | 0.34% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,122 | $1.39M | 0.16% | −177−4.1% | Reduced |
| Marathon Wealth Advisors LLC | 4,123 | $1.39M | 0.48% | +6+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 4,123 | $1.39M | 0.63% | +600+17.0% | Added |
| Paul Damon & Associates, Inc. | 4,144 | $1.40M | 0.54% | −163−3.8% | Reduced |
| Victrix Investment Advisors | 4,147 | $1.40M | 0.59% | −212−4.9% | Reduced |
| Thoroughbred Financial Services, LLC | 4,159 | $1.41M | 0.07% | −163−3.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,164 | $1.41M | 0.07% | +571+15.9% | Added |
| Parrish Capital LLC | 4,167 | $1.41M | 1.36% | −703−14.4% | Reduced |
| Pure Financial Advisors, Inc. | 4,175 | $1.41M | 0.02% | +329+8.6% | Added |
| TownSquare Capital, LLC | 4,179 | $1.41M | 0.26% | +368+9.7% | Added |
| Atlas Brown,Inc. | 4,199 | $1.42M | 0.38% | +3+0.1% | Added |
| Revisor Wealth Management LLC | 4,209 | $1.42M | 0.34% | +430+11.4% | Added |
| Core Alternative Capital | 4,234 | $1.43M | 0.43% | +85+2.0% | Added |
| SNS Financial Group, LLC | 4,238 | $1.43M | 0.03% | +4,238 | New |
| LVW Advisors, LLC | 4,246 | $1.44M | 0.12% | +310+7.9% | Added |
| Diligent Investors, LLC | 4,248 | $1.44M | 0.32% | −1,984−31.8% | Reduced |
| IFG Advisors, LLC | 4,249 | $1.44M | 0.20% | −35−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 4,250 | $1.44M | 0.14% | +5+0.1% | Added |
| Salem Investment Counselors Inc | 4,263 | $1.44M | 0.04% | −76−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 4,263 | $1.44M | 0.08% | +88+2.1% | Added |
| Amarillo National Bank | 4,267 | $1.44M | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 4,278 | $1.45M | 0.36% | +327+8.3% | Added |
| Cane Capital Partners, LLC | 4,283 | $1.45M | 0.58% | −865−16.8% | Reduced |
| Triad Investment Management | 4,296 | $1.45M | 1.60% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,300 | $1.45M | 0.58% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,300 | $1.45M | 0.58% | +300+7.5% | Added |
| Cordatus Wealth Management LLC | 4,312 | $1.46M | 0.32% | +4,312 | New |
| Mraz, Amerine & Associates, Inc. | 4,328 | $1.46M | 0.21% | +23+0.5% | Added |
| Aspen Investment Management Inc | 4,329 | $1.46M | 0.39% | +399+10.2% | Added |
| Aspire Private Capital, LLC | 4,339 | $1.47M | 0.30% | −654−13.1% | Reduced |
| Evermay Wealth Management LLC | 4,340 | $1.47M | 0.15% | +269+6.6% | Added |
| Stokes Family Office, LLC | 4,341 | $1.47M | 0.17% | −1,043−19.4% | Reduced |
| Next Level Private LLC | 4,342 | $1.47M | 0.29% | +87+2.0% | Added |
| Woodstock Corp | 4,356 | $1.47M | 0.12% | −54−1.2% | Reduced |
| Old Mission Investment Co LLC | 4,364 | $1.48M | 0.31% | +5+0.1% | Added |
| Sun Financial Inc | 4,358 | $1.48M | 0.70% | +294+7.2% | Added |
| Simmons Bank | 4,390 | $1.48M | 0.08% | −33−0.7% | Reduced |
| Bridges Investment Management Inc | 4,396 | $1.49M | 0.02% | +450+11.4% | Added |
| Hartford Funds Management Co LLC | 4,396 | $1.49M | 0.12% | −3,847−46.7% | Reduced |
| Icon Advisers Inc | 4,400 | $1.49M | 0.28% | −400−8.3% | Reduced |
| Mystic Asset Management, Inc. | 4,403 | $1.49M | 0.32% | −457−9.4% | Reduced |
| Manchester Capital Management LLC | 4,406 | $1.49M | 0.19% | +66+1.5% | Added |
| First Dallas Securities Inc. | 4,441 | $1.50M | 0.50% | +10.0% | Added |
| Tufton Capital Management | 4,445 | $1.50M | 0.25% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,447 | $1.50M | 0.20% | −225−4.8% | Reduced |
| Cambridge Financial Group, LLC | 4,461 | $1.51M | 0.48% | −100−2.2% | Reduced |
| Boston Private Wealth LLC | 4,466 | $1.51M | 0.10% | −201−4.3% | Reduced |
| Levin Capital Strategies, L.P. | 4,475 | $1.51M | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,395 | $1.52M | 0.07% | +344+8.5% | Added |
| Odyssean, LLC | 4,487 | $1.52M | 0.25% | +4,487 | New |
| Rockland Trust Co | 4,488 | $1.52M | 0.06% | −147−3.2% | Reduced |
| SageView Advisory Group, LLC | 4,488 | $1.52M | 0.05% | −60−1.3% | Reduced |
| Mattern Capital Management, LLC | 4,491 | $1.52M | 0.18% | +669+17.5% | Added |
| Guardian Investment Management | 4,492 | $1.52M | 1.04% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 4,496 | $1.52M | 0.21% | −90−2.0% | Reduced |
| Sentry LLC | 4,498 | $1.52M | 0.43% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 4,500 | $1.52M | 0.77% | +274+6.5% | Added |
| Arbor Capital Management Inc | 4,558 | $1.52M | 1.50% | −343−7.0% | Reduced |
| Gsa Capital Partners LLP | 4,514 | $1.53M | 0.10% | −6,986−60.7% | Reduced |
| Essex Financial Services, Inc. | 4,526 | $1.53M | 0.08% | −6−0.1% | Reduced |
| Financial Management Network Inc | 4,316 | $1.53M | 0.22% | +577+15.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,534 | $1.53M | 0.04% | +119+2.7% | Added |
| Morse Asset Management, Inc | 4,540 | $1.54M | 0.25% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 4,546 | $1.54M | 0.49% | +1,665+57.8% | Added |
| Ameritas Investment Partners, Inc. | 4,565 | $1.54M | 0.04% | −245−5.1% | Reduced |
| Muirfield Wealth Advisors LLC | 4,581 | $1.55M | 1.01% | −102−2.2% | Reduced |
| Coastal Investment Advisors, Inc. | 4,594 | $1.55M | 0.48% | +419+10.0% | Added |
| Twelve Points Wealth Management LLC | 4,597 | $1.55M | 0.31% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,615 | $1.56M | 0.35% | −446−8.8% | Reduced |
| Pflug Koory, LLC | 4,636 | $1.57M | 0.63% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,644 | $1.57M | 0.08% | 00.0% | Unchanged |
| Leisure Capital Management | 4,655 | $1.57M | 0.49% | 00.0% | Unchanged |
| Ledyard National Bank | 4,659 | $1.58M | 0.13% | −46−1.0% | Reduced |
| Proathlete Wealth Management LLC | 4,658 | $1.58M | 0.39% | +49+1.1% | Added |
| Nicholas Hoffman & Company, LLC. | 4,660 | $1.58M | 0.03% | −263−5.3% | Reduced |
| First Command Advisory Services, Inc. | 4,672 | $1.58M | 0.01% | +4+0.1% | Added |
| Accredited Investors Inc. | 4,673 | $1.58M | 0.07% | −166−3.4% | Reduced |