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 |
|---|---|---|---|---|---|
| 71 West Capital Partners | 4,674 | $1.58M | 0.05% | +1,652+54.7% | Added |
| International Assets Investment Management, LLC | 4,557 | $1.59M | 0.09% | −81−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 4,694 | $1.59M | 0.16% | +171+3.8% | Added |
| Portside Wealth Group, LLC | 4,713 | $1.59M | 0.19% | +434+10.1% | Added |
| Whelan Financial | 4,728 | $1.60M | 0.44% | +277+6.2% | Added |
| Advisory Alpha, LLC | 4,729 | $1.60M | 0.04% | +812+20.7% | Added |
| Focus Financial Network, Inc. | 4,748 | $1.61M | 0.05% | +506+11.9% | Added |
| Wealthcare Advisory Partners LLC | 4,748 | $1.61M | 0.03% | +58+1.2% | Added |
| Bank of Hawaii | 4,753 | $1.61M | 0.08% | −169−3.4% | Reduced |
| Strategic Investment Advisors | 4,758 | $1.61M | 0.10% | −1,098−18.8% | Reduced |
| Investment Research Partners LLC | 4,778 | $1.62M | 0.55% | +262+5.8% | Added |
| Papp L Roy & Associates | 4,779 | $1.62M | 0.17% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,803 | $1.62M | 0.16% | −889−15.6% | Reduced |
| Wealth Alliance | 4,809 | $1.63M | 0.14% | −142−2.9% | Reduced |
| Lazari Capital Management, Inc. | 4,814 | $1.63M | 0.50% | +330+7.4% | Added |
| Minot DeBlois Advisors LLC | 4,822 | $1.63M | 1.40% | +68+1.4% | Added |
| Warther Private Wealth, LLC | 4,823 | $1.63M | 0.36% | +1,910+65.6% | Added |
| Hunter Associates Investment Management LLC | 4,822 | $1.63M | 0.19% | +965+25.0% | Added |
| Alaethes Wealth LLC | 4,827 | $1.63M | 0.48% | +24+0.5% | Added |
| Boyar Asset Management Inc. | 4,853 | $1.64M | 0.94% | +602+14.2% | Added |
| Magnus Financial Group LLC | 4,859 | $1.64M | 0.12% | +74+1.5% | Added |
| Argentarii, LLC | 4,824 | $1.64M | 0.50% | +18+0.4% | Added |
| North Star Investment Management Corp. | 4,864 | $1.65M | 0.09% | −738−13.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,874 | $1.65M | 0.03% | +2,851+140.9% | Added |
| NBC Securities, Inc. | 4,887 | $1.65M | 0.11% | −72−1.5% | Reduced |
| Weik Capital Management | 4,888 | $1.65M | 0.64% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 4,889 | $1.65M | 0.26% | +752+18.2% | Added |
| Xcel Wealth Management, LLC | 4,948 | $1.67M | 0.40% | −2,369−32.4% | Reduced |
| Cigna Investments Inc | 4,949 | $1.67M | 0.22% | −204−4.0% | Reduced |
| Schear Investment Advisers, LLC | 4,950 | $1.67M | 0.56% | +129+2.7% | Added |
| Tompkins Financial Corp | 4,969 | $1.68M | 0.12% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,977 | $1.68M | 0.10% | +500+11.2% | Added |
| Great Valley Advisor Group, Inc. | 4,978 | $1.68M | 0.03% | −364−6.8% | Reduced |
| CWA Asset Management Group, LLC | 4,992 | $1.69M | 0.05% | −3−0.1% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.69M | 0.32% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,001 | $1.69M | 0.09% | −308−5.8% | Reduced |
| Altfest L J & Co Inc | 5,003 | $1.69M | 0.16% | +1,679+50.5% | Added |
| Pecaut & Co. | 5,015 | $1.70M | 0.52% | −25−0.5% | Reduced |
| AlTi Global, Inc. | 5,035 | $1.70M | 0.04% | −89−1.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.71M | 1.14% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 5,049 | $1.71M | 1.48% | −291−5.4% | Reduced |
| William Allan, LLC | 5,057 | $1.71M | 0.84% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,067 | $1.71M | 0.06% | −85−1.6% | Reduced |
| Bradyco, Inc. | 5,074 | $1.72M | 1.97% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 5,076 | $1.72M | 0.14% | +5,076 | New |
| Larson Financial Group LLC | 5,081 | $1.72M | 0.05% | +225+4.6% | Added |
| WealthTrust Axiom LLC | 5,088 | $1.72M | 0.38% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,096 | $1.72M | 0.48% | −24−0.5% | Reduced |
| PFG Advisors | 5,097 | $1.72M | 0.09% | +10.0% | Added |
| Red Cedar Investment Management, LLC | 5,108 | $1.73M | 0.16% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 5,109 | $1.73M | 0.33% | −100−1.9% | Reduced |
| Armis Advisers, LLC | 4,858 | $1.73M | 0.16% | +332+7.3% | Added |
| WSFS Capital Management, LLC | 5,117 | $1.73M | 0.08% | −138−2.6% | Reduced |
| S.A. Mason LLC | 5,119 | $1.73M | 0.53% | +16+0.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,125 | $1.73M | 0.02% | −1,360−21.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,128 | $1.73M | 0.06% | −51−1.0% | Reduced |
| Sterling Wealth Management, Inc. | 5,134 | $1.74M | 0.43% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,140 | $1.74M | 0.17% | −238−4.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,146 | $1.74M | 1.38% | −49−0.9% | Reduced |
| Strategic Advisors LLC | 5,162 | $1.75M | 0.38% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,170 | $1.75M | 0.18% | −20.0% | Reduced |
| Garde Capital, Inc. | 5,179 | $1.75M | 0.08% | +22+0.4% | Added |
| Taylor Frigon Capital Management LLC | 5,204 | $1.76M | 0.82% | −57−1.1% | Reduced |
| Everhart Financial Group, Inc. | 5,208 | $1.76M | 0.11% | +189+3.8% | Added |
| Doliver Advisors, LP | 5,214 | $1.76M | 0.40% | −117−2.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,223 | $1.77M | 0.09% | +281+5.7% | Added |
| Meridian Wealth Management, LLC | 5,249 | $1.78M | 0.06% | −1,511−22.4% | Reduced |
| DF Dent & Co Inc | 5,253 | $1.78M | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 5,265 | $1.78M | 0.10% | −157−2.9% | Reduced |
| Capital Analysts, LLC | 5,276 | $1.78M | 0.04% | +77+1.5% | Added |
| Spire Wealth Management | 5,286 | $1.79M | 0.05% | −300−5.4% | Reduced |
| TCI Wealth Advisors, Inc. | 5,287 | $1.79M | 0.08% | +623+13.4% | Added |
| Net Worth Advisory Group | 5,316 | $1.80M | 0.45% | −566−9.6% | Reduced |
| Vectors Research Management, LLC | 5,340 | $1.81M | 0.47% | +57+1.1% | Added |
| Peak Asset Management, LLC | 5,346 | $1.81M | 0.27% | +5,346 | New |
| Ark Wealth Advisors LLC | 5,354 | $1.81M | 1.61% | +694+14.9% | Added |
| Spinnaker Trust | 5,355 | $1.81M | 0.09% | +138+2.6% | Added |
| Mirabaud Asset Management Ltd | 5,317 | $1.81M | 1.51% | −7,184−57.5% | Reduced |
| Ignite Planners, LLC | 5,383 | $1.82M | 0.25% | +74+1.4% | Added |
| Spirepoint Private Client, LLC | 5,395 | $1.82M | 0.15% | +10+0.2% | Added |
| Buckingham Strategic Partners | 5,429 | $1.84M | 0.02% | +31+0.6% | Added |
| Sprucegrove Investment Management Ltd | 5,442 | $1.84M | 0.29% | −5,511−50.3% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $1.84M | 0.24% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 5,460 | $1.85M | 0.23% | +118+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,480 | $1.85M | 0.58% | +4,384+400.0% | Added |
| Moss Adams Wealth Advisors LLC | 5,512 | $1.86M | 0.12% | +3,358+155.9% | Added |
| Busey Wealth Management | 5,515 | $1.87M | 0.05% | −54−1.0% | Reduced |
| Acropolis Investment Management, LLC | 5,522 | $1.87M | 0.07% | +80+1.5% | Added |
| Beaumont Asset Management, L.L.C. | 5,527 | $1.87M | 0.73% | −6−0.1% | Reduced |
| Northcape Wealth Management, LLC | 5,527 | $1.87M | 0.49% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 5,530 | $1.87M | 0.11% | −3,204−36.7% | Reduced |
| Hendley & Co Inc | 5,580 | $1.89M | 0.67% | +35+0.6% | Added |
| Rose Capital Advisors LLC | 5,594 | $1.89M | 1.01% | +5,594 | New |
| KRS Capital Management, LLC | 5,623 | $1.90M | 0.89% | −10−0.2% | Reduced |
| Cornerstone Planning Group LLC | 5,454 | $1.90M | 0.24% | +10.0% | Added |
| Olistico Wealth, LLC | 5,634 | $1.91M | 0.82% | +20.0% | Added |
| CV Advisors LLC | 5,635 | $1.91M | 0.36% | +5,635 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,635 | $1.91M | 0.02% | +35+0.6% | Added |
| Brian Low Financial Group, LLC | 5,637 | $1.91M | 1.11% | +817+17.0% | Added |
| Virtus Investment Advisers, Inc. | 5,654 | $1.91M | 0.45% | +375+7.1% | Added |