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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 25,770 | $8.72M | 0.01% | −353−1.4% | Reduced |
| Coastline Trust Co | 25,969 | $8.78M | 0.78% | −77−0.3% | Reduced |
| Headinvest, LLC | 26,077 | $8.82M | 1.65% | −104−0.4% | Reduced |
| Umb Bank N A | 26,157 | $8.85M | 0.11% | −202−0.8% | Reduced |
| Boyd Watterson Asset Management LLC | 26,176 | $8.85M | 2.39% | −58−0.2% | Reduced |
| Edgestream Partners, L.P. | 26,321 | $8.90M | 0.26% | +3,889+17.3% | Added |
| Reliant Investment Management, LLC | 26,535 | $8.98M | 3.20% | −16−0.1% | Reduced |
| Foster Group, Inc. | 26,582 | $8.99M | 0.24% | +81+0.3% | Added |
| Guardian Partners Inc. | 26,654 | $9.02M | 0.81% | +285+1.1% | Added |
| New Mexico Educational Retirement Board | 26,663 | $9.02M | 0.23% | +1,900+7.7% | Added |
| DCM Advisors, LLC | 26,858 | $9.02M | 3.56% | +1,070+4.1% | Added |
| 1st Source Bank | 26,791 | $9.06M | 0.41% | −146−0.5% | Reduced |
| CAPROCK Group, Inc. | 26,807 | $9.07M | 0.17% | +26,807 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,863 | $9.09M | 0.43% | −3,021−10.1% | Reduced |
| RBF Capital, LLC | 27,000 | $9.13M | 0.38% | +4,000+17.4% | Added |
| Louisiana State Employees Retirement System | 27,200 | $9.20M | 0.14% | −100−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 27,221 | $9.21M | 0.09% | +154+0.6% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 27,287 | $9.23M | 0.03% | −203−0.7% | Reduced |
| Castleark Management LLC | 27,295 | $9.23M | 0.25% | +24,620+920.4% | Added |
| St Germain D J Co Inc | 27,776 | $9.40M | 0.34% | −15−0.1% | Reduced |
| Mediolanum International Funds Ltd | 27,566 | $9.40M | 0.08% | −19,908−41.9% | Reduced |
| Assenagon Asset Management S.A. | 27,954 | $9.46M | 0.01% | −849−2.9% | Reduced |
| Silvant Capital Management LLC | 28,058 | $9.49M | 0.28% | +1,556+5.9% | Added |
| Pavion Blue Capital, LLC | 28,239 | $9.55M | 3.85% | −214−0.8% | Reduced |
| Maryland State Retirement & Pension System | 28,405 | $9.61M | 0.16% | +1,356+5.0% | Added |
| Independent Advisor Alliance | 28,435 | $9.62M | 0.23% | −132−0.5% | Reduced |
| Eventide Asset Management, LLC | 28,475 | $9.65M | 0.13% | −8,489−23.0% | Reduced |
| Meiji Yasuda America Inc | 28,592 | $9.67M | 1.62% | +5,223+22.4% | Added |
| Shelter Mutual Insurance Co | 28,735 | $9.72M | 2.06% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 28,762 | $9.73M | 0.45% | −99−0.3% | Reduced |
| Horizon Investments, LLC | 29,010 | $9.79M | 0.11% | +3,049+11.7% | Added |
| Klingenstein Fields & Co LP | 29,236 | $9.89M | 0.35% | −4,590−13.6% | Reduced |
| Hartford Investment Management Co | 29,462 | $9.97M | 0.28% | −1,120−3.7% | Reduced |
| Bridgewater Associates, LP | 29,582 | $10.0M | 0.04% | +7,805+35.8% | Added |
| Callan Family Office, LLC | 29,646 | $10.0M | 0.20% | +174+0.6% | Added |
| KMG Fiduciary Partners, LLC | 29,697 | $10.0M | 0.93% | −1,621−5.2% | Reduced |
| Torrey Growth & Income Advisors | 29,747 | $10.1M | 3.41% | −209−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 29,791 | $10.1M | 0.45% | −838−2.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 29,863 | $10.1M | 0.18% | +140.0% | Added |
| EP Wealth Advisors, LLC | 29,873 | $10.1M | 0.04% | +1,666+5.9% | Added |
| LB Partners LLC | 30,000 | $10.1M | 6.92% | 00.0% | Unchanged |
| Ascent Group, LLC | 30,121 | $10.2M | 0.30% | +1,608+5.6% | Added |
| Bearing Point Capital, LLC | 30,143 | $10.2M | 1.38% | +215+0.7% | Added |
| Infusive Asset Management Inc. | 30,231 | $10.2M | 4.65% | +8,039+36.2% | Added |
| Integrated Wealth Concepts LLC | 30,277 | $10.2M | 0.07% | +2,243+8.0% | Added |
| Aptus Capital Advisors, LLC | 30,305 | $10.3M | 0.07% | −14,667−32.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 30,423 | $10.3M | 0.48% | +1,157+4.0% | Added |
| Miracle Mile Advisors, LLC | 30,662 | $10.4M | 0.12% | −772−2.5% | Reduced |
| Equitable Holdings, Inc. | 31,046 | $10.5M | 0.06% | −3,687−10.6% | Reduced |
| Martin Investment Management, LLC | 31,174 | $10.5M | 3.52% | −688−2.2% | Reduced |
| Savant Capital, LLC | 31,159 | $10.5M | 0.03% | +385+1.3% | Added |
| Letson Investment Management, Inc. | 31,240 | $10.6M | 3.88% | −202−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,277 | $10.6M | 0.06% | +16,973+118.7% | Added |
| Legacy Trust | 31,345 | $10.6M | 1.87% | −894−2.8% | Reduced |
| Winslow Asset Management Inc | 31,433 | $10.6M | 1.85% | −267−0.8% | Reduced |
| Waycross Partners, LLC | 32,044 | $10.8M | 0.92% | +426+1.3% | Added |
| L & S Advisors Inc | 32,374 | $11.0M | 1.13% | +31,492+3,570.5% | Added |
| Benjamin Edwards Inc | 32,451 | $11.0M | 0.10% | +809+2.6% | Added |
| Summit Trail Advisors, LLC | 32,452 | $11.0M | 0.14% | +1,723+5.6% | Added |
| Laird Norton Trust Company, LLC | 32,545 | $11.0M | 0.21% | −616−1.9% | Reduced |
| IMC-Chicago, LLC | 32,609 | $11.0M | 0.10% | +16,675+104.7% | Added |
| Logan Capital Management Inc | 32,772 | $11.1M | 0.41% | +32,772 | New |
| Davy Global Fund Management Ltd | 32,837 | $11.1M | 0.71% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 32,838 | $11.1M | 2.38% | −899−2.7% | Reduced |
| Advisory Services Network, LLC | 32,999 | $11.2M | 0.13% | +464+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 33,061 | $11.2M | 1.36% | −1,907−5.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,084 | $11.2M | 2.30% | +605+1.9% | Added |
| Quadrant Capital Group LLC | 33,121 | $11.2M | 0.31% | +824+2.6% | Added |
| Jacobs & Co | 33,547 | $11.3M | 0.97% | −779−2.3% | Reduced |
| Rodgers Brothers Inc. | 33,795 | $11.4M | 1.11% | 00.0% | Unchanged |
| SP Asset Management LLC | 33,837 | $11.4M | 0.92% | +57+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 33,927 | $11.5M | 0.58% | −3,344−9.0% | Reduced |
| CMT Capital Markets Trading GmbH | 33,934 | $11.5M | 6.01% | −30,269−47.1% | Reduced |
| Kentucky Retirement Systems | 34,094 | $11.5M | 0.29% | −41,969−55.2% | Reduced |
| Meyer Handelman Co | 34,365 | $11.6M | 0.33% | 00.0% | Unchanged |
| Omers Administration Corp | 34,417 | $11.6M | 0.07% | +6,215+22.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 34,430 | $11.6M | 3.53% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 34,580 | $11.7M | 0.02% | −516,300−93.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 34,737 | $11.7M | 0.11% | +4,682+15.6% | Added |
| McMahon Financial Advisors, LLC | 35,055 | $11.9M | 2.02% | +4,478+14.6% | Added |
| Pittenger & Anderson Inc | 35,348 | $12.0M | 0.43% | +2,530+7.7% | Added |
| Westend Capital Management, LLC | 35,358 | $12.0M | 2.74% | −210−0.6% | Reduced |
| Banque Transatlantique SA | 34,002 | $12.0M | 0.26% | +18,457+118.7% | Added |
| D.A. Davidson & Co. | 35,674 | $12.1M | 0.07% | −747−2.1% | Reduced |
| Investment Management Corp of Ontario | 36,003 | $12.2M | 0.15% | −5,560−13.4% | Reduced |
| Bensler, LLC | 36,246 | $12.3M | 1.08% | +1,089+3.1% | Added |
| Financial Avengers, Inc. | 36,429 | $12.3M | 5.11% | −431−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 36,558 | $12.4M | 0.11% | +1,017+2.9% | Added |
| Penserra Capital Management LLC | 36,569 | $12.4M | 0.10% | −7,798−17.6% | Reduced |
| WoodTrust Financial Corp | 36,591 | $12.4M | 1.47% | −1,278−3.4% | Reduced |
| Stansberry Asset Management, LLC | 36,788 | $12.4M | 1.14% | +804+2.2% | Added |
| Fundamentun, LLC | 36,997 | $12.5M | 0.45% | +650+1.8% | Added |
| Radnor Capital Management, LLC | 37,050 | $12.5M | 1.76% | −25−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 37,095 | $12.5M | 1.65% | −195−0.5% | Reduced |
| Connors Investor Services Inc | 37,104 | $12.6M | 1.09% | +37,104 | New |
| Summit Financial, LLC | 37,177 | $12.6M | 0.14% | −1,463−3.8% | Reduced |
| Saudi Central Bank | 37,204 | $12.6M | 0.17% | +16,863+82.9% | Added |
| Simplicity Wealth,LLC | 37,462 | $12.7M | 0.43% | +35,291+1,625.6% | Added |
| Vident Advisory, LLC | 37,711 | $12.8M | 0.09% | +14,419+61.9% | Added |
| NWF Advisory Services Inc. | 37,731 | $12.8M | 1.20% | +395+1.1% | Added |