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 |
|---|---|---|---|---|---|
| Numerai GP LLC | 8,825 | $2.99M | 0.24% | −8,569−49.3% | Reduced |
| Investors Asset Management of Georgia Inc | 8,831 | $2.99M | 1.04% | +10.0% | Added |
| KWB Wealth | 8,863 | $3.00M | 0.26% | −81−0.9% | Reduced |
| Uhlmann Price Securities, LLC | 8,938 | $3.02M | 0.11% | −358−3.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,952 | $3.03M | 1.40% | +10+0.1% | Added |
| Intrinsic Value Partners, LLC | 8,975 | $3.04M | 2.07% | 00.0% | Unchanged |
| Sirios Capital Management L P | 8,984 | $3.04M | 0.37% | +8,984 | New |
| GFG Capital, LLC | 9,039 | $3.06M | 0.84% | +516+6.1% | Added |
| Elyxium Wealth, LLC | 9,060 | $3.06M | 0.32% | +5,423+149.1% | Added |
| TCW Group Inc | 9,060 | $3.06M | 0.02% | +159+1.8% | Added |
| BNP Paribas | 9,056 | $3.07M | 0.08% | +3,017+50.0% | Added |
| Applied Capital LLC | 9,070 | $3.07M | 2.05% | +20.0% | Added |
| Peoples Financial Services Corp. | 9,102 | $3.08M | 1.33% | −87−0.9% | Reduced |
| IFC Advisors LLC | 9,124 | $3.09M | 0.39% | +129+1.4% | Added |
| Griffith & Werner, Inc. | 9,157 | $3.10M | 1.45% | +3,278+55.8% | Added |
| Solitude Financial Services | 9,161 | $3.10M | 0.86% | +688+8.1% | Added |
| Citizens National Bank Trust Department | 9,162 | $3.10M | 0.46% | +587+6.8% | Added |
| Savvy Advisors, Inc. | 9,178 | $3.10M | 0.07% | +1,045+12.8% | Added |
| QV Investors Inc. | 9,220 | $3.12M | 0.24% | −290−3.0% | Reduced |
| MCF Advisors LLC | 9,249 | $3.13M | 0.11% | +354+4.0% | Added |
| Harbor Capital Advisors, Inc. | 9,251 | $3.13M | 0.21% | −50−0.5% | Reduced |
| Twin Capital Management Inc | 9,256 | $3.13M | 0.34% | −46−0.5% | Reduced |
| Trustco Bank Corp N Y | 9,275 | $3.14M | 2.29% | +150+1.6% | Added |
| TD Private Client Wealth LLC | 9,323 | $3.15M | 0.06% | −392−4.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,329 | $3.16M | 0.18% | −401−4.1% | Reduced |
| VestGen Advisors, LLC | 9,337 | $3.16M | 0.09% | +934+11.1% | Added |
| Jennison Associates LLC | 9,350 | $3.16M | 0.00% | +1,633+21.2% | Added |
| Mindset Wealth Management, LLC | 9,379 | $3.17M | 0.61% | +161+1.7% | Added |
| Western Wealth Management, LLC | 9,397 | $3.18M | 0.10% | −319−3.3% | Reduced |
| Pettee Investors, Inc. | 9,404 | $3.18M | 1.57% | +261+2.9% | Added |
| Institute for Wealth Management, LLC. | 9,425 | $3.19M | 0.28% | −8−0.1% | Reduced |
| SCS Capital Management LLC | 9,429 | $3.19M | 0.03% | −1,291−12.0% | Reduced |
| CoreCap Advisors, LLC | 9,434 | $3.19M | 0.09% | −5,997−38.9% | Reduced |
| Harbour Investments, Inc. | 9,475 | $3.20M | 0.04% | −139−1.4% | Reduced |
| Cito Capital Group, LLC | 9,500 | $3.21M | 0.87% | −105−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 10,502 | $3.23M | 0.05% | −1,274−10.8% | Reduced |
| Princeton Capital Management LLC | 9,558 | $3.23M | 0.73% | +7,645+399.6% | Added |
| Rehmann Capital Advisory Group | 9,560 | $3.23M | 0.15% | +79+0.8% | Added |
| Virtu Financial LLC | 9,564 | $3.23M | 0.10% | +4,690+96.2% | Added |
| Parkshore Wealth Management, Inc. | 9,585 | $3.24M | 0.93% | +5+0.1% | Added |
| Cinctive Capital Management LP | 9,588 | $3.24M | 0.13% | +9,588 | New |
| Pinnacle Holdings, LLC | 9,599 | $3.25M | 1.00% | −453−4.5% | Reduced |
| NVWM, LLC | 9,628 | $3.26M | 0.66% | +240+2.6% | Added |
| IKE Capital, LLC | 9,652 | $3.26M | 1.72% | −804−7.7% | Reduced |
| Lebenthal Global Advisors, LLC | 9,672 | $3.27M | 0.44% | +573+6.3% | Added |
| Sawyer & Company, Inc | 9,682 | $3.27M | 1.10% | −90−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 9,685 | $3.28M | 0.11% | −280−2.8% | Reduced |
| Empower Advisory Group, LLC | 9,685 | $3.28M | 0.01% | −459−4.5% | Reduced |
| Prosperity Consulting Group, LLC | 9,770 | $3.30M | 0.13% | +593+6.5% | Added |
| TAGStone Capital, Inc. | 9,784 | $3.31M | 1.05% | +206+2.2% | Added |
| Dynasty Wealth Management, LLC | 9,814 | $3.32M | 0.02% | −200−2.0% | Reduced |
| Doheny Asset Management | 9,861 | $3.33M | 1.93% | 00.0% | Unchanged |
| SWP Investment Management LLC | 9,908 | $3.35M | 2.31% | +360+3.8% | Added |
| Union Heritage Capital, LLC | 9,968 | $3.37M | 1.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,971 | $3.37M | 0.02% | +914+10.1% | Added |
| Galilei Investment Office LLP | 9,974 | $3.37M | 1.55% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 10,011 | $3.39M | 1.42% | −100−1.0% | Reduced |
| Cunning Capital Partners, LP | 10,012 | $3.39M | 1.37% | 00.0% | Unchanged |
| WBI Investments | 10,017 | $3.39M | 0.84% | +6,986+230.5% | Added |
| Ingalls & Snyder LLC | 10,026 | $3.39M | 0.09% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 10,027 | $3.39M | 0.19% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 10,040 | $3.40M | 0.31% | +8,540+569.3% | Added |
| Moors & Cabot, Inc. | 10,073 | $3.41M | 0.13% | +239+2.4% | Added |
| Webster Bank, N. A. | 10,083 | $3.41M | 0.30% | −464−4.4% | Reduced |
| Van Strum & Towne Inc. | 10,098 | $3.42M | 0.93% | +108+1.1% | Added |
| Wesbanco Bank Inc | 10,127 | $3.43M | 0.09% | −888−8.1% | Reduced |
| Alps Advisors Inc | 10,222 | $3.46M | 0.02% | +5,725+127.3% | Added |
| Tema ETFs LLC | 10,234 | $3.46M | 0.11% | +870+9.3% | Added |
| Global Trust Asset Management, LLC | 10,267 | $3.47M | 1.09% | +2,685+35.4% | Added |
| Smartleaf Asset Management LLC | 10,190 | $3.47M | 0.11% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 10,332 | $3.49M | 0.29% | +10,332 | New |
| Argent Advisors, Inc. | 10,335 | $3.50M | 0.87% | +140+1.4% | Added |
| Smithfield Trust Co | 10,347 | $3.50M | 0.14% | −128−1.2% | Reduced |
| Texas Bank & Trust Co | 10,375 | $3.51M | 1.15% | +134+1.3% | Added |
| Banyan Capital Management, Inc. | 10,379 | $3.51M | 1.53% | −321−3.0% | Reduced |
| Notis-McConarty Edward | 10,389 | $3.51M | 1.52% | +1,610+18.3% | Added |
| KCM Investment Advisors LLC | 10,402 | $3.52M | 0.10% | −89−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 10,480 | $3.54M | 0.51% | −142−1.3% | Reduced |
| Connable Office Inc | 10,483 | $3.55M | 0.31% | +56+0.5% | Added |
| Ostrum Asset Management | 10,537 | $3.56M | 0.17% | +1,883+21.8% | Added |
| Knuff & Co LLC | 10,543 | $3.57M | 0.90% | +593+6.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,545 | $3.57M | 0.44% | −50.0% | Reduced |
| Penn Davis McFarland Inc | 10,546 | $3.57M | 0.32% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 10,594 | $3.58M | 0.29% | −951−8.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,201 | $3.59M | 1.91% | +10,201 | New |
| Fruth Investment Management | 10,630 | $3.60M | 0.86% | −240−2.2% | Reduced |
| Cullen Investment Group, Ltd. | 10,628 | $3.60M | 0.43% | −42−0.4% | Reduced |
| HBK Sorce Advisory LLC | 10,307 | $3.60M | 0.07% | −121−1.2% | Reduced |
| RFG Advisory, LLC | 10,661 | $3.61M | 0.06% | −2,952−21.7% | Reduced |
| Bull Street Advisors, LLC | 10,673 | $3.61M | 1.65% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,676 | $3.61M | 0.24% | −124−1.1% | Reduced |
| Parkside Financial Bank & Trust | 10,723 | $3.63M | 0.25% | +29+0.3% | Added |
| Ambassador Advisors, LLC | 10,723 | $3.63M | 0.44% | +10,723 | New |
| Level Four Advisory Services, LLC | 10,731 | $3.63M | 0.10% | +182+1.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,745 | $3.63M | 1.97% | +35+0.3% | Added |
| Vestcor Inc | 10,769 | $3.64M | 0.09% | −352−3.2% | Reduced |
| Columbia Asset Management | 10,829 | $3.66M | 0.64% | −965−8.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,928 | $3.70M | 0.08% | +470+4.5% | Added |
| Twin Tree Management, LP | 10,997 | $3.72M | 0.58% | +9,322+556.5% | Added |
| Independent Investors Inc | 11,000 | $3.72M | 0.71% | −1,000−8.3% | Reduced |