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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 37,783 | $12.8M | 0.02% | +36,486+2,813.1% | Added |
| Venture Visionary Partners LLC | 37,945 | $12.8M | 0.36% | +14,244+60.1% | Added |
| McMillan Office, Inc. | 38,028 | $12.9M | 1.48% | −30−0.1% | Reduced |
| Greenwood Gearhart Inc | 38,028 | $12.9M | 0.60% | +2,064+5.7% | Added |
| NFC Investments, LLC | 38,050 | $12.9M | 3.27% | −80−0.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 38,075 | $12.9M | 0.15% | +1,361+3.7% | Added |
| Flputnam Investment Management Co | 38,076 | $12.9M | 0.15% | +18,629+95.8% | Added |
| Private Advisory Group LLC | 38,198 | $12.9M | 0.72% | +4,130+12.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 38,441 | $13.0M | 6.20% | +400+1.1% | Added |
| Kinneret Advisory, LLC | 38,597 | $13.1M | 1.06% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 38,660 | $13.1M | 1.22% | +1,840+5.0% | Added |
| Cullinan Associates Inc | 38,796 | $13.1M | 0.99% | −1,744−4.3% | Reduced |
| Brookstone Capital Management | 39,058 | $13.2M | 0.13% | −22,061−36.1% | Reduced |
| SRS Capital Advisors, Inc. | 39,065 | $13.2M | 0.09% | +33,667+623.7% | Added |
| Parallax Volatility Advisers, L.P. | 39,111 | $13.2M | 0.49% | +39,109+1,955,450.0% | Added |
| Genoa Capital Gestora de Recursos Ltda. | 39,358 | $13.3M | 6.67% | +39,358 | New |
| Payden & Rygel | 39,600 | $13.4M | 1.03% | +7,800+24.5% | Added |
| Galvin, Gaustad & Stein, LLC | 39,797 | $13.5M | 1.00% | −15,801−28.4% | Reduced |
| CX Institutional | 39,810 | $13.5M | 0.39% | +2,488+6.7% | Added |
| M. Kulyk & Associates, LLC | 39,902 | $13.5M | 2.20% | +228+0.6% | Added |
| Griffin Asset Management, Inc. | 39,971 | $13.5M | 1.42% | −46−0.1% | Reduced |
| Walleye Trading LLC | 40,005 | $13.5M | 0.19% | −23,296−36.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 40,110 | $13.6M | 0.54% | +430+1.1% | Added |
| Grimes & Company, Inc. | 40,175 | $13.6M | 0.29% | +965+2.5% | Added |
| ASR Vermogensbeheer N.V. | 40,186 | $13.6M | 0.14% | −24,420−37.8% | Reduced |
| Cary Street Partners Financial LLC | 40,299 | $13.6M | 0.30% | +674+1.7% | Added |
| Shelton Capital Management | 40,373 | $13.7M | 0.25% | −8,161−16.8% | Reduced |
| Van Cleef Asset Management,Inc | 40,403 | $13.7M | 1.39% | −569−1.4% | Reduced |
| Univest Financial Corp | 40,629 | $13.7M | 0.67% | −1,091−2.6% | Reduced |
| Pacer Advisors, Inc. | 40,686 | $13.8M | 0.04% | +13,163+47.8% | Added |
| Diversified Trust Co | 40,946 | $13.8M | 0.22% | −1,010−2.4% | Reduced |
| Shayne & Co., LLC | 41,139 | $13.9M | 4.13% | −75−0.2% | Reduced |
| Silicon Valley Capital Partners | 41,480 | $14.0M | 1.14% | +5,365+14.9% | Added |
| Norinchukin Bank, The | 41,518 | $14.0M | 0.14% | +559+1.4% | Added |
| Mizuho Securities USA LLC | 41,666 | $14.1M | 0.23% | +9,289+28.7% | Added |
| Searle & Co. | 41,714 | $14.1M | 3.17% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 41,896 | $14.2M | 0.28% | −725−1.7% | Reduced |
| Rheos Capital Works Inc. | 42,000 | $14.2M | 0.81% | +5,300+14.4% | Added |
| LaFleur & Godfrey LLC | 42,539 | $14.4M | 1.71% | −375−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 41,754 | $14.6M | 0.27% | +2,474+6.3% | Added |
| Foyston, Gordon, & Payne Inc | 42,942 | $14.6M | 3.12% | +174+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 43,799 | $14.8M | 0.47% | +8,760+25.0% | Added |
| Clearstead Advisors, LLC | 44,009 | $14.9M | 0.14% | −1,579−3.5% | Reduced |
| Rice Partnership, LLC | 44,017 | $14.9M | 1.81% | −433−1.0% | Reduced |
| Eagle Rock Investment Company, LLC | 44,662 | $15.1M | 1.87% | +261+0.6% | Added |
| Loews Corp | 45,000 | $15.2M | 0.12% | +45,000 | New |
| HS Management Partners, LLC | 45,119 | $15.3M | 5.24% | +10,990+32.2% | Added |
| Fulton Breakefield Broenniman LLC | 45,916 | $15.5M | 0.92% | −337−0.7% | Reduced |
| Choate Investment Advisors | 46,033 | $15.6M | 0.27% | −1,237−2.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 46,157 | $15.6M | 0.97% | +3,049+7.1% | Added |
| Avanza Fonder AB | 46,178 | $15.6M | 0.34% | +4,666+11.2% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 46,702 | $15.8M | 0.53% | +46,702 | New |
| Mirova | 46,729 | $15.8M | 0.58% | +14,851+46.6% | Added |
| Sky Investment Group LLC | 47,260 | $16.0M | 2.51% | +43+0.1% | Added |
| Merit Financial Group, LLC | 47,284 | $16.0M | 0.10% | +351+0.7% | Added |
| Private Advisor Group, LLC | 47,356 | $16.0M | 0.07% | −5,845−11.0% | Reduced |
| Longbow Finance SA | 47,463 | $16.1M | 2.05% | +47,463 | New |
| Wellington Shields Capital Management, LLC | 47,791 | $16.2M | 2.05% | −3,303−6.5% | Reduced |
| Entropy Technologies, LP | 47,809 | $16.2M | 0.64% | −10,349−17.8% | Reduced |
| Fishman Jay A Ltd | 47,883 | $16.2M | 1.29% | +1,150+2.5% | Added |
| Perennial Advisors, LLC | 48,090 | $16.3M | 2.51% | −536−1.1% | Reduced |
| Nomura Holdings Inc | 48,346 | $16.4M | 0.07% | +10,938+29.2% | Added |
| Atria Investments LLC | 48,360 | $16.4M | 0.16% | −206−0.4% | Reduced |
| Argent Trust Co | 48,381 | $16.4M | 0.47% | +535+1.1% | Added |
| Stockman Wealth Management, Inc. | 48,578 | $16.4M | 1.70% | +1,042+2.2% | Added |
| Equitable Trust Co | 48,698 | $16.5M | 0.69% | −2,026−4.0% | Reduced |
| Unison Asset Management LLC | 48,782 | $16.5M | 6.70% | +1,397+2.9% | Added |
| Stanley Capital Management, LLC | 48,830 | $16.5M | 2.19% | 00.0% | Unchanged |
| Thomasville National Bank | 49,015 | $16.6M | 0.91% | +49,015 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 49,326 | $16.7M | 2.54% | −2,040−4.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 49,357 | $16.7M | 2.82% | −1,312−2.6% | Reduced |
| Anchor Capital Advisors LLC | 49,871 | $16.9M | 0.47% | −3,357−6.3% | Reduced |
| Cornerstone Advisors, LLC | 50,301 | $17.0M | 0.56% | −16,793−25.0% | Reduced |
| Silvercrest Asset Management Group LLC | 50,403 | $17.0M | 0.11% | −3,826−7.1% | Reduced |
| Chemistry Wealth Management LLC | 50,684 | $17.1M | 2.76% | −3,047−5.7% | Reduced |
| Hudson Bay Capital Management LP | 50,686 | $17.1M | 0.08% | +24,608+94.4% | Added |
| Carret Asset Management, LLC | 51,921 | $17.6M | 1.54% | −461−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 52,436 | $17.7M | 0.14% | −440−0.8% | Reduced |
| Calamos Wealth Management LLC | 53,099 | $18.0M | 0.55% | −512−1.0% | Reduced |
| Prudential PLC | 53,153 | $18.0M | 0.13% | −12,329−18.8% | Reduced |
| Brown Brothers Harriman & Co | 53,222 | $18.0M | 0.08% | +5,760+12.1% | Added |
| Modern Wealth Management, LLC | 53,684 | $18.2M | 0.22% | +6,209+13.1% | Added |
| Abn Amro Investment Solutions | 54,037 | $18.3M | 0.16% | +1,992+3.8% | Added |
| Kestra Private Wealth Services, LLC | 54,809 | $18.5M | 0.20% | +4,053+8.0% | Added |
| Mutual of America Capital Management LLC | 54,891 | $18.6M | 0.18% | −2,077−3.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 55,087 | $18.6M | 0.46% | +4,390+8.7% | Added |
| Tocqueville Asset Management L.P. | 55,092 | $18.6M | 0.25% | −315−0.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 55,279 | $18.7M | 0.13% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 55,364 | $18.7M | 0.27% | −22,387−28.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 55,457 | $18.8M | 0.02% | −26,968−32.7% | Reduced |
| Yousif Capital Management, LLC | 55,556 | $18.8M | 0.21% | −4,305−7.2% | Reduced |
| Moran Wealth Management, LLC | 55,870 | $18.9M | 0.52% | −2,227−3.8% | Reduced |
| Narwhal Capital Management | 56,415 | $19.1M | 1.32% | +1,958+3.6% | Added |
| GHP Investment Advisors, Inc. | 57,037 | $19.3M | 0.71% | +335+0.6% | Added |
| Assetmark, Inc | 58,190 | $19.7M | 0.03% | −25,587−30.5% | Reduced |
| Glenview Trust Co | 58,746 | $19.9M | 0.27% | +10,051+20.6% | Added |
| a16z Perennial Management, L.P. | 59,779 | $20.2M | 1.64% | −56,929−48.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 59,895 | $20.3M | 1.62% | −325−0.5% | Reduced |
| Cresset Asset Management, LLC | 59,984 | $20.3M | 0.07% | +10,363+20.9% | Added |
| Empowered Funds, LLC | 60,182 | $20.4M | 0.11% | −80.0% | Reduced |