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 |
|---|---|---|---|---|---|
| Rydar Equities, Inc. | 6,739 | $2.39M | 1.35% | +927+15.9% | Added |
| Boltwood Capital Management | 7,070 | $2.39M | 0.55% | −30−0.4% | Reduced |
| Norden Group LLC | 7,072 | $2.39M | 0.20% | +662+10.3% | Added |
| Leavell Investment Management, Inc. | 7,093 | $2.40M | 0.09% | +475+7.2% | Added |
| Spears Abacus Advisors LLC | 7,106 | $2.40M | 0.04% | −320−4.3% | Reduced |
| Massmutual Trust Co FSB | 7,149 | $2.42M | 0.06% | −186−2.5% | Reduced |
| Grove Bank & Trust | 7,160 | $2.42M | 0.24% | +188+2.7% | Added |
| Arjuna Capital | 7,168 | $2.42M | 0.55% | −127−1.7% | Reduced |
| Aaron Wealth Advisors | 7,192 | $2.43M | 0.12% | +1,098+18.0% | Added |
| Symmetry Investments LP | 7,200 | $2.44M | 0.27% | +7,200 | New |
| Sawgrass Asset Management LLC | 7,216 | $2.44M | 0.32% | −53−0.7% | Reduced |
| Veracity Capital LLC | 7,224 | $2.44M | 0.66% | −24−0.3% | Reduced |
| Harold Davidson & Associates Inc. | 7,277 | $2.46M | 1.07% | +165+2.3% | Added |
| Miller Capital Partners, Inc. | 7,286 | $2.46M | 0.97% | +957+15.1% | Added |
| Aster Capital Management (DIFC) Ltd | 7,317 | $2.47M | 0.53% | +7,317 | New |
| NBZ Investment Advisors LLC | 7,350 | $2.49M | 0.97% | +2,112+40.3% | Added |
| Inlet Private Wealth, LLC | 7,435 | $2.51M | 0.61% | −1,480−16.6% | Reduced |
| Parsons Capital Management Inc | 7,475 | $2.53M | 0.11% | +2,048+37.7% | Added |
| Financial Security Advisor, Inc. | 7,488 | $2.53M | 0.41% | −329−4.2% | Reduced |
| Guardian Capital LP | 7,488 | $2.53M | 0.06% | −1,500−16.7% | Reduced |
| BDF-Gestion | 10,864 | $2.53M | 0.76% | −1,222−10.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,495 | $2.54M | 0.03% | −41−0.5% | Reduced |
| Frec Markets, Inc. | 7,501 | $2.54M | 0.23% | +3,892+107.8% | Added |
| Burke & Herbert Bank & Trust Co | 7,522 | $2.54M | 0.63% | +55+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $2.55M | 1.44% | −850−10.1% | Reduced |
| OFS Enterprise LLC | 7,548 | $2.55M | 0.65% | +28+0.4% | Added |
| Rothschild Investment LLC | 7,566 | $2.56M | 0.10% | −309−3.9% | Reduced |
| NTV Asset Management LLC | 7,575 | $2.56M | 0.25% | −53−0.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 7,578 | $2.56M | 1.13% | −509−6.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,600 | $2.57M | 0.04% | +7,600 | New |
| Lindsell Train LtdSuperinvestorLindsell Train | 7,600 | $2.57M | 0.10% | −1,400−15.6% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,602 | $2.57M | 0.10% | −997−11.6% | Reduced |
| BankPlus Trust Department | 7,629 | $2.58M | 0.60% | −23−0.3% | Reduced |
| Hilltop National Bank | 7,644 | $2.59M | 0.55% | −210−2.7% | Reduced |
| Element Squared LLC | 7,648 | $2.59M | 1.29% | +260+3.5% | Added |
| Belpointe Asset Management LLC | 7,670 | $2.59M | 0.08% | −183−2.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,691 | $2.60M | 0.64% | +110+1.5% | Added |
| TCG Advisory Services, LLC | 7,739 | $2.62M | 0.05% | +2,353+43.7% | Added |
| LGT Fund Management Co Ltd. | 7,750 | $2.62M | 0.11% | −3,536−31.3% | Reduced |
| Bank of Stockton | 7,767 | $2.63M | 0.74% | −174−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,782 | $2.63M | 0.18% | −306−3.8% | Reduced |
| Mengis Capital Management, Inc. | 7,791 | $2.64M | 0.40% | +10.0% | Added |
| Associated Banc-Corp | 7,807 | $2.64M | 0.06% | +2,171+38.5% | Added |
| Holderness Investments Co | 7,822 | $2.65M | 0.44% | +10.0% | Added |
| Midwest Trust Co | 7,833 | $2.65M | 0.03% | +1,270+19.4% | Added |
| 2Xideas AG | 7,848 | $2.65M | 1.14% | −2,897−27.0% | Reduced |
| Wealth Advisory Solutions, LLC | 7,850 | $2.66M | 0.55% | +4,792+156.7% | Added |
| Gen-Wealth Partners Inc | 7,887 | $2.67M | 0.74% | +695+9.7% | Added |
| Moody National Bank Trust Division | 7,897 | $2.67M | 0.22% | +302+4.0% | Added |
| Ossiam | 7,929 | $2.68M | 0.04% | +907+12.9% | Added |
| Tilia Fiduciary Partners, Inc. | 7,932 | $2.68M | 1.27% | +370+4.9% | Added |
| Fire Capital Management LLC | 7,937 | $2.68M | 1.09% | −595−7.0% | Reduced |
| Wilkins Investment Counsel Inc | 7,962 | $2.69M | 0.36% | −50−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,967 | $2.69M | 0.07% | +404+5.3% | Added |
| Fideuram Asset Management (Ireland) dac | 8,180 | $2.70M | 0.05% | +7,112+665.9% | Added |
| Vivid Wealth Management, LLC | 7,981 | $2.70M | 0.95% | +92+1.2% | Added |
| Vanguard National Trust Co | 8,023 | $2.71M | 0.15% | −1,129−12.3% | Reduced |
| Deane Retirement Strategies, Inc. | 8,075 | $2.73M | 1.16% | +8,075 | New |
| Buttonwood Financial Advisors Inc. | 8,084 | $2.73M | 0.83% | −18−0.2% | Reduced |
| Axxion S.A. | 8,100 | $2.74M | 0.20% | +8,100 | New |
| Howard Capital Management Group, LLC | 8,126 | $2.75M | 0.17% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,167 | $2.76M | 0.02% | +149+1.9% | Added |
| Bank of New Hampshire | 8,175 | $2.77M | 0.58% | +107+1.3% | Added |
| Confluence Wealth Services, Inc. | 8,178 | $2.77M | 0.08% | +476+6.2% | Added |
| LGT Group Foundation | 8,188 | $2.77M | 0.03% | −577−6.6% | Reduced |
| Icon Wealth Advisors, LLC | 8,228 | $2.78M | 0.17% | +1,741+26.8% | Added |
| Red Door Wealth Management, LLC | 8,232 | $2.78M | 0.25% | −823−9.1% | Reduced |
| Beaumont Financial Advisors, LLC | 8,274 | $2.80M | 0.18% | −47−0.6% | Reduced |
| ProVise Management Group, LLC | 8,300 | $2.81M | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,330 | $2.82M | 0.05% | +602+7.8% | Added |
| Hardy Reed LLC | 8,334 | $2.82M | 0.18% | −125−1.5% | Reduced |
| New England Asset Management Inc | 8,340 | $2.82M | 0.33% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 8,346 | $2.82M | 0.29% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 8,367 | $2.83M | 1.39% | −577−6.5% | Reduced |
| Baker Avenue Asset Management, LP | 8,409 | $2.84M | 0.05% | +3,148+59.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 8,410 | $2.84M | 0.45% | +4,831+135.0% | Added |
| Tealwood Asset Management Inc | 8,430 | $2.85M | 1.09% | +105+1.3% | Added |
| Woodmont Investment Counsel LLC | 8,429 | $2.85M | 0.16% | +11+0.1% | Added |
| BLB&B Advisors, LLC | 8,438 | $2.85M | 0.10% | −135−1.6% | Reduced |
| Bigelow Investment Advisors, LLC | 8,441 | $2.86M | 1.03% | +32+0.4% | Added |
| BCV Asset Management Inc. | 8,380 | $2.86M | 0.09% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8,468 | $2.86M | 0.48% | +42+0.5% | Added |
| Natural Investments, LLC | 8,506 | $2.88M | 0.63% | +175+2.1% | Added |
| GTS Securities LLC | 8,534 | $2.89M | 0.06% | +3,612+73.4% | Added |
| Old National Bancorp | 8,552 | $2.89M | 0.06% | −3,175−27.1% | Reduced |
| WD Rutherford LLC | 8,559 | $2.90M | 1.05% | +1,006+13.3% | Added |
| Meiji Yasuda Life Insurance Co | 8,576 | $2.90M | 0.10% | −317−3.6% | Reduced |
| Profund Advisors LLC | 8,597 | $2.91M | 0.08% | −271−3.1% | Reduced |
| SBI Securities Co., Ltd. | 8,628 | $2.92M | 0.07% | −408−4.5% | Reduced |
| Northern Financial Advisors Inc | 8,647 | $2.92M | 1.93% | −10−0.1% | Reduced |
| BCS Private Wealth Management, Inc. | 8,650 | $2.93M | 0.88% | −3,292−27.6% | Reduced |
| Principle Wealth Partners LLC | 8,662 | $2.93M | 0.14% | +166+2.0% | Added |
| Anchor Investment Management, LLC | 8,678 | $2.94M | 0.22% | +54+0.6% | Added |
| Berkshire Asset Management LLC | 8,688 | $2.94M | 0.12% | +30+0.3% | Added |
| Dover Advisors, LLC | 7,977 | $2.95M | 1.21% | +110+1.4% | Added |
| Nations Financial Group Inc, | 8,741 | $2.96M | 0.14% | −66−0.7% | Reduced |
| Lodestone Wealth Management LLC | 8,743 | $2.96M | 1.04% | −145−1.6% | Reduced |
| IFG Advisory, LLC | 8,749 | $2.96M | 0.10% | +8,749 | New |
| Vinva Investment Management Ltd | 8,706 | $2.97M | 0.02% | +2,681+44.5% | Added |
| Catalytic Wealth RIA, LLC | 8,775 | $2.97M | 0.17% | −369−4.0% | Reduced |