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 |
|---|---|---|---|---|---|
| Kimelman & Baird, LLC | 11,055 | $3.74M | 0.28% | +1,764+19.0% | Added |
| Arista Wealth Management, LLC | 11,105 | $3.76M | 0.41% | +480+4.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 11,135 | $3.77M | 0.91% | +543+5.1% | Added |
| Venturi Wealth Management, LLC | 11,224 | $3.80M | 0.15% | +82+0.7% | Added |
| Jacobi Capital Management LLC | 11,237 | $3.80M | 0.19% | +16+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,256 | $3.81M | 0.07% | +52+0.5% | Added |
| Atomi Financial Group, Inc. | 11,276 | $3.81M | 0.10% | +602+5.6% | Added |
| Bell Asset Management Ltd | 11,316 | $3.83M | 1.02% | +6,267+124.1% | Added |
| Family Capital Trust Co | 11,318 | $3.83M | 1.25% | 00.0% | Unchanged |
| National Philanthropic Trust | 11,335 | $3.83M | 0.06% | +11,335 | New |
| Lowe Brockenbrough & Co Inc | 11,340 | $3.84M | 0.17% | 00.0% | Unchanged |
| Birinyi Associates Inc | 11,360 | $3.84M | 0.91% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 10,971 | $3.85M | 1.98% | −210−1.9% | Reduced |
| Boston Common Asset Management, LLC | 11,387 | $3.85M | 0.23% | −238−2.0% | Reduced |
| Fulton Bank, N.A. | 11,461 | $3.88M | 0.12% | +1,569+15.9% | Added |
| Syon Capital LLC | 11,488 | $3.89M | 0.17% | +2,482+27.6% | Added |
| Daymark Wealth Partners, LLC | 11,493 | $3.89M | 0.09% | −33−0.3% | Reduced |
| Salvus Wealth Management, LLC | 11,504 | $3.89M | 2.18% | −454−3.8% | Reduced |
| Capital International Ltd | 11,511 | $3.89M | 0.13% | +36+0.3% | Added |
| Aristotle Capital Management, LLC | 11,530 | $3.90M | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 11,602 | $3.92M | 1.21% | +6+0.1% | Added |
| Compass Wealth Management LLC | 11,606 | $3.93M | 0.74% | −255−2.1% | Reduced |
| Abundance Wealth Counselors | 11,613 | $3.93M | 0.26% | +5,338+85.1% | Added |
| Great Lakes Retirement, Inc. | 11,633 | $3.93M | 0.35% | +99+0.9% | Added |
| Aquatic Capital Management LLC | 11,665 | $3.95M | 0.14% | −54,062−82.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 11,713 | $3.96M | 1.10% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11,718 | $3.96M | 1.50% | +697+6.3% | Added |
| Insight Inv LLC | 11,764 | $3.98M | 1.88% | −25−0.2% | Reduced |
| Banco Santander, S.A. | 11,824 | $4.00M | 0.02% | +3,052+34.8% | Added |
| Teachers Insurance & Annuity Association of America | 11,899 | $4.02M | 4.44% | −240−2.0% | Reduced |
| Bank Ozk | 11,921 | $4.03M | 1.20% | +1,163+10.8% | Added |
| Colter Lewis Investment Partners LLC | 11,955 | $4.04M | 1.80% | −2,000−14.3% | Reduced |
| Karani Asset Management LLC | 12,023 | $4.07M | 2.95% | −70−0.6% | Reduced |
| Grandfield & Dodd, LLC | 12,024 | $4.07M | 0.21% | −1,362−10.2% | Reduced |
| Dempze Nancy E | 12,032 | $4.07M | 1.95% | +2,243+22.9% | Added |
| Sound View Wealth Advisors Group, LLC | 12,061 | $4.08M | 0.25% | −988−7.6% | Reduced |
| Goelzer Investment Management, Inc. | 12,070 | $4.08M | 0.18% | −1,169−8.8% | Reduced |
| Change Path, LLC | 12,168 | $4.12M | 0.09% | −956−7.3% | Reduced |
| Woodbridge Co Ltd | 12,224 | $4.13M | 0.02% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 12,225 | $4.13M | 1.57% | −425−3.4% | Reduced |
| Game Plan Financial Advisors, LLC | 12,232 | $4.14M | 1.54% | +850+7.5% | Added |
| Horizon Investment Services, LLC | 12,261 | $4.15M | 1.15% | −310−2.5% | Reduced |
| Lionhunter Capital Management, LLC | 12,348 | $4.18M | 1.88% | +12,348 | New |
| RB Capital Management, LLC | 12,369 | $4.18M | 0.82% | +1,022+9.0% | Added |
| Buckhead Capital Management LLC | 12,380 | $4.19M | 1.44% | −674−5.2% | Reduced |
| Investment Advisory Services Inc | 12,410 | $4.20M | 1.21% | −50.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,498 | $4.23M | 0.12% | −331−2.6% | Reduced |
| Independent Financial Group, LLC | 12,504 | $4.23M | 0.08% | +1,864+17.5% | Added |
| Canada Post Corp Registered Pension Plan | 12,561 | $4.25M | 0.15% | −4,388−25.9% | Reduced |
| Evercore Wealth Management, LLC | 12,645 | $4.28M | 0.06% | −7−0.1% | Reduced |
| Sargent Investment Group, LLC | 12,645 | $4.28M | 0.51% | +403+3.3% | Added |
| Clarkston Capital Partners, LLC | 12,679 | $4.29M | 0.36% | −1,985−13.5% | Reduced |
| Plimoth Trust Co LLC | 12,719 | $4.30M | 0.86% | +277+2.2% | Added |
| Sumitomo Life Insurance Co | 12,756 | $4.31M | 0.07% | −1,989−13.5% | Reduced |
| Greenfield Savings Bank | 12,756 | $4.31M | 1.64% | −59−0.5% | Reduced |
| Brendel Financial Advisors LLC | 12,800 | $4.33M | 2.00% | −1,160−8.3% | Reduced |
| Haverford Trust Co | 12,817 | $4.34M | 0.04% | −560−4.2% | Reduced |
| Costello Asset Management, INC | 12,819 | $4.34M | 1.30% | +10,518+457.1% | Added |
| Fiduciary Family Office, LLC | 12,841 | $4.34M | 1.09% | +650+5.3% | Added |
| Strata Wealth Advisors, LLC | 12,861 | $4.35M | 1.06% | +60+0.5% | Added |
| Constitution Capital LLC | 12,870 | $4.35M | 2.23% | −805−5.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 12,973 | $4.39M | 0.49% | −2,896−18.2% | Reduced |
| Chicago Capital, LLC | 13,031 | $4.41M | 0.11% | −903−6.5% | Reduced |
| Clear Trail Advisors, LLC | 13,037 | $4.41M | 0.67% | −803−5.8% | Reduced |
| Smith, Salley & Associates | 13,053 | $4.42M | 0.19% | +106+0.8% | Added |
| Wedmont Private Capital | 12,631 | $4.43M | 0.12% | +459+3.8% | Added |
| DSG Capital Advisors, LLC | 12,492 | $4.44M | 0.63% | +5,199+71.3% | Added |
| Cookson Peirce & Co Inc | 13,184 | $4.46M | 0.15% | −2,241−14.5% | Reduced |
| Mitchell Capital Management Co | 13,269 | $4.49M | 0.68% | +13,269 | New |
| Elefante Mark B | 13,298 | $4.50M | 1.94% | +2,568+23.9% | Added |
| Crestwood Advisors Group LLC | 13,333 | $4.51M | 0.07% | +56+0.4% | Added |
| Sigma Planning Corp | 13,357 | $4.52M | 0.11% | +1,328+11.0% | Added |
| Stone Point Wealth LLC | 13,401 | $4.53M | 1.15% | −235−1.7% | Reduced |
| Bryn Mawr Trust Co | 13,444 | $4.55M | 0.10% | +75+0.6% | Added |
| TCTC Holdings, LLC | 13,445 | $4.55M | 0.12% | +318+2.4% | Added |
| Legacy Financial Independent Advisors LLC | 13,453 | $4.55M | 2.14% | −171−1.3% | Reduced |
| Stance Capital LLC | 13,466 | $4.55M | 1.39% | +8,863+192.5% | Added |
| Midwest Professional Planners, LTD. | 13,655 | $4.62M | 0.91% | +438+3.3% | Added |
| Coastal Bridge Advisors, LLC | 13,692 | $4.63M | 0.29% | −817−5.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,759 | $4.65M | 1.00% | −74−0.5% | Reduced |
| Journey Advisory Group, LLC | 13,809 | $4.67M | 0.36% | −54−0.4% | Reduced |
| PFG Investments, LLC | 13,889 | $4.70M | 0.18% | +5,049+57.1% | Added |
| LMR Partners LLP | 13,891 | $4.70M | 0.03% | +8,679+166.5% | Added |
| Wright Investors Service Inc | 13,905 | $4.70M | 1.29% | −129−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 13,924 | $4.71M | 0.14% | −18−0.1% | Reduced |
| Wynn Capital, LLC | 13,935 | $4.71M | 2.10% | +117+0.8% | Added |
| Sowell Financial Services LLC | 13,952 | $4.72M | 0.15% | +155+1.1% | Added |
| Los Angeles Capital Management LLC | 14,103 | $4.77M | 0.02% | −286−2.0% | Reduced |
| Bridgewater Advisors Inc. | 13,884 | $4.78M | 0.26% | +5,658+68.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,148 | $4.79M | 0.29% | −306−2.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,154 | $4.79M | 1.45% | −130−0.9% | Reduced |
| Asio Capital, LLC | 14,202 | $4.80M | 0.62% | −867−5.8% | Reduced |
| NorthRock Partners, LLC | 14,332 | $4.85M | 0.07% | +535+3.9% | Added |
| Parallel Advisors, LLC | 14,370 | $4.86M | 0.07% | +586+4.3% | Added |
| Brighton Jones LLC | 14,395 | $4.87M | 0.09% | +67+0.5% | Added |
| Aviance Capital Partners, LLC | 14,519 | $4.91M | 0.51% | −8−0.1% | Reduced |
| Hodges Capital Management Inc. | 14,545 | $4.92M | 0.33% | −645−4.2% | Reduced |
| Benedict Financial Advisors Inc | 14,574 | $4.93M | 0.96% | +57+0.4% | Added |
| Park National Corp | 14,681 | $4.97M | 0.14% | −90−0.6% | Reduced |
| RMR Wealth Builders | 14,721 | $4.98M | 0.31% | +3,628+32.7% | Added |