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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 5,661 | $1.91M | 0.17% | +5,661 | New |
| Stonebrook Private Inc. | 5,662 | $1.92M | 0.35% | −14−0.2% | Reduced |
| Interchange Capital Partners, LLC | 5,662 | $1.92M | 0.36% | +144+2.6% | Added |
| Aspiriant, LLC | 5,704 | $1.93M | 0.05% | +619+12.2% | Added |
| Crewe Advisors LLC | 5,708 | $1.93M | 0.14% | +45+0.8% | Added |
| B&L Asset Management LLC | 5,712 | $1.93M | 0.67% | −315−5.2% | Reduced |
| Hilltop Holdings Inc. | 5,723 | $1.94M | 0.16% | +216+3.9% | Added |
| Cozad Asset Management Inc | 5,734 | $1.94M | 0.13% | −462−7.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,739 | $1.94M | 0.73% | −1,599−21.8% | Reduced |
| Washington Trust Advisors, Inc. | 5,785 | $1.96M | 0.15% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 5,791 | $1.96M | 0.18% | −64−1.1% | Reduced |
| Nicolet Bankshares Inc | 5,695 | $1.97M | 0.06% | +325+6.1% | Added |
| Landscape Capital Management, L.L.C. | 5,816 | $1.97M | 0.13% | +1,791+44.5% | Added |
| EverSource Wealth Advisors, LLC | 5,817 | $1.97M | 0.07% | −822−12.4% | Reduced |
| Dakota Wealth Management | 5,824 | $1.97M | 0.04% | −124−2.1% | Reduced |
| Citadel Investment Advisory, Inc. | 5,832 | $1.97M | 0.90% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,846 | $1.98M | 0.14% | −540−8.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,857 | $1.98M | 0.08% | +56+1.0% | Added |
| Fairbanks Capital Management, Inc. | 5,868 | $1.98M | 1.18% | −498−7.8% | Reduced |
| Checchi Capital Advisers, LLC | 5,881 | $1.99M | 0.13% | −70−1.2% | Reduced |
| Apella Capital, LLC | 5,742 | $2.01M | 0.03% | −270−4.5% | Reduced |
| Private Trust Co NA | 5,944 | $2.01M | 0.16% | +103+1.8% | Added |
| 3Chopt Investment Partners, LLC | 5,952 | $2.01M | 0.38% | +395+7.1% | Added |
| Hager Investment Management Services, LLC | 5,953 | $2.01M | 0.93% | +230+4.0% | Added |
| Trust Asset Management LLC | 5,971 | $2.02M | 0.13% | −211−3.4% | Reduced |
| Lakeshore Capital Group, Inc. | 5,972 | $2.02M | 1.50% | −3−0.1% | Reduced |
| Legacy Advisors, LLC | 6,024 | $2.04M | 0.19% | +1,633+37.2% | Added |
| RiverFront Investment Group, LLC | 6,043 | $2.04M | 0.03% | +1,854+44.3% | Added |
| Everett Harris & Co | 6,046 | $2.05M | 0.03% | −4−0.1% | Reduced |
| Weil Company, Inc. | 6,055 | $2.05M | 0.36% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 6,067 | $2.05M | 0.13% | +139+2.3% | Added |
| Paragon Private Wealth Management, LLC | 6,111 | $2.07M | 0.54% | +137+2.3% | Added |
| Piscataqua Savings Bank | 6,124 | $2.07M | 1.40% | −88−1.4% | Reduced |
| Fortis Capital Advisors, LLC | 6,125 | $2.07M | 0.23% | −53−0.9% | Reduced |
| First Citizens Bank & Trust Co | 6,133 | $2.07M | 0.03% | +68+1.1% | Added |
| Angeles Wealth Management, LLC | 6,177 | $2.09M | 0.10% | +2,295+59.1% | Added |
| Stock Yards Bank & Trust Co | 6,193 | $2.09M | 0.06% | −99−1.6% | Reduced |
| Flagship Harbor Advisors, LLC | 6,198 | $2.10M | 0.08% | −604−8.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,200 | $2.10M | 0.09% | +16+0.3% | Added |
| Accurate Wealth Management, LLC | 5,987 | $2.10M | 0.20% | +1,335+28.7% | Added |
| Excalibur Management Corp | 6,206 | $2.10M | 0.69% | +10.0% | Added |
| RMB Capital Management, LLC | 6,210 | $2.10M | 0.03% | −487−7.3% | Reduced |
| XTX Topco Ltd | 6,226 | $2.11M | 0.03% | −6,538−51.2% | Reduced |
| Stablepoint Partners, LLC | 6,235 | $2.11M | 0.29% | +58+0.9% | Added |
| Monte Financial Group, LLC | 6,274 | $2.11M | 0.68% | +98+1.6% | Added |
| Canopy Partners, LLC | 6,241 | $2.11M | 0.64% | +22+0.4% | Added |
| Highline Wealth Partners LLC | 6,254 | $2.12M | 0.43% | +376+6.4% | Added |
| RMR Capital Management, LLC | 6,260 | $2.12M | 1.46% | 00.0% | Unchanged |
| Auxier Asset Management | 6,261 | $2.12M | 0.28% | −200−3.1% | Reduced |
| Canoe Financial LP | 6,282 | $2.12M | 0.03% | −10,218−61.9% | Reduced |
| First Horizon Corp | 6,317 | $2.14M | 0.08% | −189−2.9% | Reduced |
| Community Bank, N.A. | 6,348 | $2.15M | 0.23% | +953+17.7% | Added |
| Palisade Asset Management, LLC | 6,359 | $2.15M | 0.20% | −90−1.4% | Reduced |
| GLOBALT Investments LLC | 6,362 | $2.15M | 0.07% | −218−3.3% | Reduced |
| S&CO Inc | 6,386 | $2.16M | 0.12% | 00.0% | Unchanged |
| Camden Capital, LLC | 6,392 | $2.16M | 0.11% | −261−3.9% | Reduced |
| Accent Capital Management, LLC | 6,397 | $2.16M | 0.93% | −1,756−21.5% | Reduced |
| Parisi Gray Wealth Management | 6,405 | $2.17M | 0.44% | +4+0.1% | Added |
| Krilogy Financial LLC | 6,412 | $2.17M | 0.06% | +74+1.2% | Added |
| First National Trust Co | 6,414 | $2.17M | 0.07% | −27−0.4% | Reduced |
| Center for Financial Planning, Inc. | 6,414 | $2.17M | 0.20% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 6,420 | $2.17M | 0.16% | −3,255−33.6% | Reduced |
| Qtron Investments LLC | 6,443 | $2.18M | 0.29% | −180−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,395 | $2.18M | 0.04% | −624−8.9% | Reduced |
| Inkwell Capital LLC | 6,444 | $2.18M | 2.27% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 6,460 | $2.19M | 0.04% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 6,494 | $2.20M | 0.84% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 6,500 | $2.20M | 0.04% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,505 | $2.20M | 0.13% | +30.0% | Added |
| Cypress Wealth Services, LLC | 6,507 | $2.20M | 0.27% | +8+0.1% | Added |
| National Asset Management, Inc. | 6,511 | $2.22M | 0.12% | −49−0.7% | Reduced |
| Hennessy Advisors Inc | 6,584 | $2.23M | 0.07% | +6,584 | New |
| TIAA Wealth Investment Management LLC | 6,591 | $2.23M | 0.01% | −634−8.8% | Reduced |
| Baldwin Investment Management, LLC | 6,601 | $2.23M | 0.22% | −259−3.8% | Reduced |
| Symphony Financial, Ltd. Co. | 6,583 | $2.24M | 0.25% | +74+1.1% | Added |
| Raab & Moskowitz Asset Management LLC | 6,633 | $2.24M | 0.45% | −146−2.2% | Reduced |
| Fidelis Capital Partners, LLC | 6,639 | $2.25M | 0.13% | +225+3.5% | Added |
| Fielder Capital Group LLC | 6,644 | $2.25M | 0.49% | +523+8.5% | Added |
| Cadent Capital Advisors, LLC | 6,666 | $2.25M | 0.47% | +764+12.9% | Added |
| Ameritas Advisory Services, LLC | 6,721 | $2.27M | 0.05% | +2,997+80.5% | Added |
| Eagle Capital Management, LLC | 6,745 | $2.28M | 0.78% | +53+0.8% | Added |
| Premier Path Wealth Partners, LLC | 6,752 | $2.28M | 0.26% | +468+7.4% | Added |
| Sapient Capital LLC | 6,752 | $2.28M | 0.03% | −734−9.8% | Reduced |
| Berkshire Bank | 6,761 | $2.29M | 0.44% | −429−6.0% | Reduced |
| Gateway Investment Advisers LLC | 6,784 | $2.29M | 0.02% | −1,450−17.6% | Reduced |
| CenterStar Asset Management, LLC | 6,789 | $2.30M | 1.78% | +5,945+704.4% | Added |
| Fort Point Capital Partners LLC | 6,807 | $2.30M | 0.25% | +15+0.2% | Added |
| Beacon Financial Group | 6,827 | $2.31M | 0.21% | +44+0.6% | Added |
| Nixon Peabody Trust Co | 6,831 | $2.31M | 0.16% | +204+3.1% | Added |
| Avestar Capital, LLC | 6,845 | $2.32M | 0.14% | +505+8.0% | Added |
| Balboa Wealth Partners | 6,847 | $2.32M | 0.32% | +514+8.1% | Added |
| Piedmont Capital Management, LLC | 6,882 | $2.33M | 1.42% | −126−1.8% | Reduced |
| McAdam, LLC | 6,956 | $2.35M | 0.09% | +64+0.9% | Added |
| Hall Capital Management Co Inc | 6,969 | $2.36M | 0.73% | −19−0.3% | Reduced |
| Ally Financial Inc. | 7,000 | $2.37M | 0.31% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 7,005 | $2.37M | 0.01% | −2,171−23.7% | Reduced |
| Intellectus Partners, LLC | 7,011 | $2.37M | 0.41% | −17−0.2% | Reduced |
| South Shore Capital Advisors | 7,027 | $2.38M | 1.59% | −130−1.8% | Reduced |
| AlphaCore Capital LLC | 7,050 | $2.38M | 0.04% | +961+15.8% | Added |
| Florida Financial Advisors, LLC | 7,049 | $2.39M | 0.40% | +1,841+35.3% | Added |