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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B 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
- 3,020
- +147 vs. Q1 2026
- Shares held
- 578.8M
- +2.86M (+0.5%) vs. Q1 2026
- Total value
- $195.8B
- +$21.7B (+12.4%) vs. Q1 2026
- New holders
- 263
- 1,218 more added
- Sold out
- 116
- 1,066 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 | 3,020 | $195.8B |
| Q1 2026 | 2,911 | $174.9B |
| Q4 2025 | 3,042 | $217.7B |
| Q3 2025 | 2,757 | $201.0B |
| Q2 2025 | 2,718 | $190.6B |
| Q1 2025 | 2,625 | $160.7B |
| Q4 2024 | 2,642 | $177.6B |
| Q3 2024 | 2,459 | $164.8B |
| Q2 2024 | 2,348 | $143.8B |
| Q1 2024 | 2,315 | $149.3B |
| Q4 2023 | 2,191 | $120.4B |
| Q3 2023 | 2,003 | $91.5B |
| Q2 2023 | 2,048 | $108.2B |
| Q1 2023 | 2,056 | $104.3B |
| Q4 2022 | 2,008 | $92.7B |
| Q3 2022 | 1,919 | $85.9B |
| Q2 2022 | 1,975 | $88.2B |
| Q1 2022 | 2,067 | $120.3B |
| Q4 2021 | 2,004 | $106.7B |
| Q3 2021 | 1,878 | $111.2B |
| Q2 2021 | 1,851 | $157.7B |
| Q1 2021 | 1,781 | $96.6B |
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 |
|---|---|---|---|---|---|
| First United Bank Trust | 65 | $22.0K | 0.01% | +40+160.0% | Added |
| Delos Wealth Advisors, LLC | 68 | $23.0K | 0.01% | +68 | New |
| Anchor Bay Capital, Inc. | 69 | $23.5K | 0.01% | +69 | New |
| Sfam, LLC | 70 | $23.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 68 | $23.9K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 71 | $24.0K | 0.00% | −6−7.8% | Reduced |
| Winch Advisory Services, LLC | 71 | $24.2K | 0.01% | +61+610.0% | Added |
| Gill Capital Partners, LLC | 75 | $25.4K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 76 | $25.7K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 77 | $26.1K | 0.00% | −3−3.8% | Reduced |
| Hoese & Co LLP | 80 | $27.1K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 82 | $27.7K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 82 | $27.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 82 | $27.7K | 0.00% | +82 | New |
| Measured Wealth Private Client Group, LLC | 83 | $28.1K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 87 | $29.4K | 0.01% | +36+70.6% | Added |
| YANKCOM Partnership | 88 | $29.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 88 | $29.8K | 0.02% | +28+46.7% | Added |
| Cedar Mountain Advisors, LLC | 95 | $32.1K | 0.01% | +35+58.3% | Added |
| Fountainhead AM, LLC | 96 | $32.5K | 0.02% | −144−60.0% | Reduced |
| Wilkerson Advisory Group LLC | 96 | $32.5K | 0.01% | −21−17.9% | Reduced |
| Frazier Financial Advisors, LLC | 99 | $33.5K | 0.02% | −1−1.0% | Reduced |
| Elkhorn Partners Limited Partnership | 100 | $33.8K | 0.03% | −250−71.4% | Reduced |
| Avalon Trust Co | 100 | $33.8K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 100 | $33.8K | 0.53% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $33.8K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 100 | $34.0K | 0.01% | +2+2.0% | Added |
| Evolution Wealth Management Inc. | 103 | $34.8K | 0.02% | −3−2.8% | Reduced |
| Granite FO LLC | 104 | $35.2K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $35.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 107 | $36.2K | 0.00% | +17+18.9% | Added |
| Kingdom Financial Group LLC. | 108 | $36.7K | 0.01% | +42+63.6% | Added |
| Entrust Financial LLC | 111 | $37.5K | 0.02% | 00.0% | Unchanged |
| Abound Financial, LLC | 112 | $38.0K | 0.02% | −10−8.2% | Reduced |
| Quaker Wealth Management, LLC | 120 | $40.6K | 0.01% | +105+700.0% | Added |
| Solstein Capital, LLC | 121 | $40.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 122 | $41.4K | 0.00% | +48+64.9% | Added |
| Spectrum Wealth Advisory Group, LLC | 123 | $41.6K | 0.01% | +123 | New |
| Nexus Investment Management ULC | 125 | $42.3K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 125 | $42.3K | 0.03% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 122 | $42.5K | 0.03% | −4−3.2% | Reduced |
| Marquette Asset Management, LLC | 127 | $43.0K | 0.01% | +103+429.2% | Added |
| Canton Hathaway, LLC | 130 | $44.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 130 | $44.1K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 131 | $44.3K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 133 | $45.1K | 0.04% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 134 | $45.3K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 140 | $47.4K | 0.04% | +140 | New |
| Vaquero Private Wealth, Ltd | 141 | $47.7K | 0.01% | +141 | New |
| Maseco LLP | 141 | $47.7K | 0.00% | +124+729.4% | Added |
| Meramec Financial Planners, LLC | 143 | $47.8K | 0.02% | +1+0.7% | Added |
| Lloyd Advisory Services, LLC. | 143 | $48.4K | 0.02% | +77+116.7% | Added |
| High Point Wealth Management, LLC | 145 | $48.9K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 146 | $49.1K | 0.00% | +74+102.8% | Added |
| Downshift Financial, LLC | 149 | $50.4K | 0.02% | +149 | New |
| Chelsea Counsel Co | 150 | $50.7K | 0.02% | −50−25.0% | Reduced |
| Ogorek Anthony Joseph | 156 | $52.0K | 0.01% | −57−26.8% | Reduced |
| 1015 Capital Partners, LLC | 157 | $53.1K | 0.04% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 157 | $53.1K | 0.02% | +42+36.5% | Added |
| Tradewinds Capital Management, LLC | 158 | $53.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 160 | $54.1K | 0.00% | +63+64.9% | Added |
| GoalVest Advisory LLC | 163 | $55.1K | 0.01% | +10+6.5% | Added |
| Joseph Group Capital Management | 163 | $55.1K | 0.01% | +66+68.0% | Added |
| Horizon Financial Services, LLC | 164 | $55.5K | 0.02% | +80+95.2% | Added |
| Elequin Capital LP | 164 | $55.5K | 0.00% | +164 | New |
| Rakuten Securities, Inc. | 165 | $55.8K | 0.01% | −200−54.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 160 | $56.1K | 0.02% | +47+41.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 167 | $56.5K | 0.02% | +82+96.5% | Added |
| Riverview Trust Co | 169 | $57.2K | 0.07% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 171 | $57.8K | 0.01% | +25+17.1% | Added |
| Financial Network Wealth Advisors LLC | 175 | $59.1K | 0.06% | +4+2.3% | Added |
| Adkins Seale Capital Management LLC | 175 | $59.2K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 177 | $59.9K | 0.01% | −1,041−85.5% | Reduced |
| Hughes Financial Services, LLC | 178 | $60.0K | 0.01% | +46+34.8% | Added |
| Financial Management Professionals, Inc. | 181 | $61.2K | 0.01% | +3+1.7% | Added |
| Robinswood Financial LLC | 183 | $62.0K | 0.02% | +1+0.5% | Added |
| S&T Bank | 184 | $62.2K | 0.02% | +21+12.9% | Added |
| 1 North Wealth Services LLC | 190 | $64.3K | 0.02% | +12+6.7% | Added |
| Noble Wealth Management PBC | 197 | $66.5K | 0.03% | +7+3.7% | Added |
| Rocky Mountain Advisers, LLC | 200 | $67.7K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 201 | $68.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 203 | $68.7K | 0.02% | 00.0% | Unchanged |
| Kilter Group LLC | 204 | $69.0K | 0.02% | +17+9.1% | Added |
| Raffa Wealth Management, LLC | 208 | $70.5K | 0.01% | −3−1.4% | Reduced |
| First Pacific Financial | 209 | $70.7K | 0.01% | −15−6.7% | Reduced |
| Compagnie Lombard Odier SCmA | 210 | $71.0K | 0.00% | +210 | New |
| Dunhill Financial, LLC | 210 | $71.3K | 0.01% | +27+14.8% | Added |
| WPG Advisers, LLC | 215 | $72.7K | 0.04% | +5+2.4% | Added |
| LifeSteps Financial, Inc. | 218 | $73.7K | 0.03% | +218 | New |
| McGuire Capital Advisors Inc | 220 | $74.4K | 0.04% | −22−9.1% | Reduced |
| Fairman Group, LLC | 220 | $74.4K | 0.06% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 220 | $74.4K | 0.01% | +21+10.6% | Added |
| Vermillion Wealth Management, Inc. | 225 | $76.0K | 0.02% | −82−26.7% | Reduced |
| Abound Wealth Management | 226 | $76.3K | 0.02% | −35−13.4% | Reduced |
| State of Wyoming | 230 | $77.8K | 0.01% | −1,025−81.7% | Reduced |
| Capula Management Ltd | 231 | $78.1K | 0.00% | −479−67.5% | Reduced |
| Financial Perspectives, Inc | 232 | $78.5K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 241 | $81.4K | 0.03% | +121+100.8% | Added |
| JNBA Financial Advisors | 246 | $83.2K | 0.01% | +15+6.5% | Added |
| Rational Advisors LLC | 248 | $83.9K | 0.01% | +24+10.7% | Added |