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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 14,738 | $4.99M | 0.06% | +3,940+36.5% | Added |
| Frank, Rimerman Advisors LLC | 14,776 | $5.00M | 0.28% | +110+0.8% | Added |
| NBT Bank N A | 14,792 | $5.00M | 0.33% | −291−1.9% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 14,820 | $5.01M | 0.81% | +820+5.9% | Added |
| Ritholtz Wealth Management | 14,844 | $5.02M | 0.07% | +767+5.4% | Added |
| Carnegie Capital Asset Management, LLC | 14,844 | $5.02M | 0.10% | +27+0.2% | Added |
| Securian Asset Management, Inc | 14,142 | $5.03M | 0.18% | −368−2.5% | Reduced |
| Trust Co of Toledo NA | 14,894 | $5.04M | 0.42% | +10+0.1% | Added |
| Cullen Capital Management LLC | 14,915 | $5.04M | 0.05% | +435+3.0% | Added |
| Broderick Brian C | 15,005 | $5.08M | 0.79% | +3,425+29.6% | Added |
| Nemes Rush Group LLC | 15,032 | $5.08M | 0.42% | −77−0.5% | Reduced |
| Brave Asset Management Inc | 15,046 | $5.09M | 1.09% | −1,018−6.3% | Reduced |
| BKD Wealth Advisors, LLC | 15,205 | $5.14M | 0.09% | +13+0.1% | Added |
| Evolve Private Wealth, LLC | 15,292 | $5.17M | 0.32% | −5,280−25.7% | Reduced |
| N10 Assets, LLC | 15,305 | $5.18M | 2.24% | +15,305 | New |
| Mathes Company, Inc. | 15,336 | $5.19M | 1.61% | +51+0.3% | Added |
| Oppenheimer Asset Management Inc. | 15,377 | $5.20M | 0.05% | +468+3.1% | Added |
| IHT Wealth Management, LLC | 15,430 | $5.22M | 0.11% | +414+2.8% | Added |
| Stonebridge Financial Group, LLC | 15,442 | $5.22M | 0.40% | +1,803+13.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,479 | $5.24M | 0.08% | +1,499+10.7% | Added |
| N10 Wealth, LLC | 15,499 | $5.24M | 1.86% | +15,499 | New |
| Saba Capital Management, L.P. | 15,539 | $5.26M | 0.16% | −9,201−37.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,600 | $5.28M | 0.15% | +648+4.3% | Added |
| NorthCrest Asset Manangement, LLC | 15,255 | $5.29M | 0.14% | −627−3.9% | Reduced |
| North Dakota State Investment Board | 15,653 | $5.29M | 0.22% | +40.0% | Added |
| West Michigan Advisors, LLC | 15,671 | $5.30M | 1.01% | +1,545+10.9% | Added |
| Kidder Stephen W | 15,684 | $5.31M | 1.34% | +1,954+14.2% | Added |
| Everence Capital Management Inc | 15,794 | $5.34M | 0.28% | 00.0% | Unchanged |
| Voleon Capital Management LP | 15,864 | $5.37M | 0.10% | −11,594−42.2% | Reduced |
| Snowden Capital Advisors LLC | 15,866 | $5.37M | 0.13% | −2,892−15.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 15,894 | $5.38M | 0.46% | +1,569+11.0% | Added |
| Northwest & Ethical Investments L.P. | 15,956 | $5.40M | 0.13% | −11,171−41.2% | Reduced |
| South State Corp. | 15,981 | $5.41M | 0.23% | +927+6.2% | Added |
| GAMMA Investing LLC | 16,011 | $5.42M | 0.20% | +1,918+13.6% | Added |
| MUFG Securities Americas Inc. | 16,030 | $5.42M | 0.28% | +1,211+8.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 16,125 | $5.45M | 0.78% | +893+5.9% | Added |
| Bill Few Associates, Inc. | 16,160 | $5.47M | 1.17% | −74−0.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,275 | $5.51M | 0.12% | −9,794−37.6% | Reduced |
| Hartline Investment Corp | 16,329 | $5.52M | 0.48% | +1,980+13.8% | Added |
| Jump Financial, LLC | 16,344 | $5.53M | 0.05% | +16,344 | New |
| Ghe, LLC | 16,354 | $5.53M | 2.09% | −428−2.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 16,362 | $5.53M | 0.54% | +273+1.7% | Added |
| Central Pacific Bank - Trust Division | 16,373 | $5.54M | 0.56% | +3,150+23.8% | Added |
| CFC Planning Co LLC | 16,405 | $5.55M | 3.28% | −729−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,468 | $5.57M | 0.15% | +88+0.5% | Added |
| WP Advisors, LLC | 16,474 | $5.57M | 1.35% | +68+0.4% | Added |
| Jag Capital Management, LLC | 16,582 | $5.61M | 0.53% | −5,731−25.7% | Reduced |
| Beacon Investment Advisors LLC | 16,760 | $5.67M | 1.78% | +1,375+8.9% | Added |
| Elgethun Capital Management | 16,815 | $5.69M | 0.79% | −61−0.4% | Reduced |
| Resonant Capital Advisors, LLC | 16,878 | $5.71M | 0.27% | +235+1.4% | Added |
| Valeo Financial Advisors, LLC | 16,950 | $5.73M | 0.12% | +911+5.7% | Added |
| Boston Family Office LLC | 17,004 | $5.75M | 0.35% | +69+0.4% | Added |
| Morton Community Bank | 17,042 | $5.76M | 1.17% | +15+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,064 | $5.77M | 0.07% | −73−0.4% | Reduced |
| Arq Wealth Advisors, LLC | 16,568 | $5.78M | 0.72% | −1,890−10.2% | Reduced |
| Signaturefd, LLC | 17,093 | $5.78M | 0.08% | +374+2.2% | Added |
| Pring Turner Capital Group Inc | 16,891 | $5.79M | 3.31% | −25−0.1% | Reduced |
| Delaney Dennis R | 17,114 | $5.79M | 1.84% | +2,565+17.6% | Added |
| BNC Wealth Management, LLC | 17,145 | $5.80M | 1.40% | +393+2.3% | Added |
| Global Retirement Partners, LLC | 17,223 | $5.83M | 0.09% | +17,223 | New |
| Titiun Yejiel | 17,231 | $5.83M | 5.07% | 00.0% | Unchanged |
| EFG International AG | 17,234 | $5.83M | 0.11% | +3,529+25.7% | Added |
| Nordwand Advisors, LLC | 17,331 | $5.86M | 0.90% | −55−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 17,428 | $5.89M | 0.12% | −2,054−10.5% | Reduced |
| Seizert Capital Partners, LLC | 17,442 | $5.90M | 0.24% | −442−2.5% | Reduced |
| Stephens Inc | 17,476 | $5.91M | 0.07% | +693+4.1% | Added |
| Greenleaf Trust | 17,481 | $5.91M | 0.06% | +779+4.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,500 | $5.92M | 0.33% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 17,522 | $5.93M | 0.22% | +182+1.0% | Added |
| Sagewood Asset Management LP | 17,705 | $5.99M | 1.35% | −213−1.2% | Reduced |
| Tower Bridge Advisors | 17,806 | $6.02M | 0.54% | +457+2.6% | Added |
| Callahan Advisors, LLC | 17,830 | $6.03M | 0.45% | +10.0% | Added |
| Chemung Canal Trust Co | 17,863 | $6.04M | 1.12% | −749−4.0% | Reduced |
| Rathbone Brothers plc | 17,864 | $6.04M | 0.02% | +1,124+6.7% | Added |
| Gilman Hill Asset Management, LLC | 17,955 | $6.07M | 0.83% | +92+0.5% | Added |
| Pacifica Capital Investments, LLC | 17,993 | $6.09M | 2.08% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 18,017 | $6.09M | 3.97% | −915−4.8% | Reduced |
| Lincoln Capital LLC | 18,043 | $6.10M | 1.09% | −951−5.0% | Reduced |
| Apollon Wealth Management, LLC | 18,095 | $6.12M | 0.07% | +1,502+9.1% | Added |
| Vertrix Wealth Management, LLC | 18,098 | $6.12M | 2.06% | +1,641+10.0% | Added |
| Trinity Legacy Partners, LLC | 16,987 | $6.14M | 1.23% | +154+0.9% | Added |
| Community Financial Services Group, LLC | 17,652 | $6.14M | 0.90% | −2,882−14.0% | Reduced |
| Intesa Sanpaolo Wealth Management | 18,166 | $6.14M | 1.23% | +3,289+22.1% | Added |
| Dynamic Advisor Solutions LLC | 18,210 | $6.16M | 0.18% | +1,146+6.7% | Added |
| Osmosis Investment Management UK Ltd | 18,262 | $6.18M | 0.29% | −18,198−49.9% | Reduced |
| Conning Inc. | 18,455 | $6.24M | 0.19% | +963+5.5% | Added |
| Morningstar Investment Management LLC | 20,656 | $6.25M | 0.39% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 18,482 | $6.25M | 0.33% | −40.0% | Reduced |
| Covenant Asset Management, LLC | 18,500 | $6.26M | 1.11% | −270−1.4% | Reduced |
| Evergreen Capital Management LLC | 18,555 | $6.28M | 0.11% | +7,314+65.1% | Added |
| Wisconsin Capital Management LLC | 18,600 | $6.29M | 2.99% | −67−0.4% | Reduced |
| Caldwell Trust Co | 18,631 | $6.30M | 0.51% | −23−0.1% | Reduced |
| Farther Finance Advisors, LLC | 18,655 | $6.31M | 0.05% | +1,992+12.0% | Added |
| Zhang Financial LLC | 18,691 | $6.32M | 0.18% | +2,119+12.8% | Added |
| Modera Wealth Management, LLC | 18,722 | $6.33M | 0.07% | +124+0.7% | Added |
| Fulcrum Asset Management LLP | 18,607 | $6.34M | 0.63% | +18,607 | New |
| Emerald Investment Advisers, LLC | 18,785 | $6.35M | 0.42% | +1,410+8.1% | Added |
| Walleye Capital LLC | 18,793 | $6.36M | 0.03% | +17,385+1,234.7% | Added |
| E. Ohman J:or Asset Management AB | 18,797 | $6.36M | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18,883 | $6.39M | 0.27% | +824+4.6% | Added |