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 |
|---|---|---|---|---|---|
| Drexel Morgan & Co. | 95,918 | $32.4M | 4.51% | 00.0% | Unchanged |
| Fisher Funds Management LTD | 96,344 | $32.6M | 0.93% | +11,967+14.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 96,529 | $32.7M | 0.62% | +611+0.6% | Added |
| JustInvest LLC | 96,697 | $32.7M | 0.27% | +6,848+7.6% | Added |
| Amalgamated Bank | 96,746 | $32.7M | 0.23% | −7,735−7.4% | Reduced |
| Zurich Insurance Group Ltd | 97,659 | $33.0M | 0.23% | −2,308−2.3% | Reduced |
| CIBC World Markets Inc. | 97,733 | $33.1M | 0.06% | −82,335−45.7% | Reduced |
| Warren Averett Asset Management, LLC | 97,920 | $33.1M | 0.19% | +6,111+6.7% | Added |
| Henshaw Capital LLC | 98,305 | $33.3M | 1.08% | −500−0.5% | Reduced |
| Port Capital LLC | 99,114 | $33.5M | 1.37% | +4,214+4.4% | Added |
| Factory Mutual Insurance Co | 99,450 | $33.6M | 0.32% | −1,050−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 99,595 | $33.7M | 0.17% | +12,200+14.0% | Added |
| Bartlett & Co. Wealth Management LLC | 101,386 | $34.3M | 0.43% | +178+0.2% | Added |
| Advisors Asset Management, Inc. | 101,475 | $34.3M | 0.52% | −678−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,626 | $34.4M | 0.18% | −7,154−6.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 98,931 | $34.4M | 0.05% | +22,107+28.8% | Added |
| Capitolis Liquid Global Markets LLC | 101,951 | $34.5M | 0.15% | +27,704+37.3% | Added |
| QRG Capital Management, Inc. | 102,352 | $34.6M | 0.28% | +11,677+12.9% | Added |
| Van Eck Associates Corp | 104,452 | $35.3M | 0.02% | +85,958+464.8% | Added |
| Destination Wealth Management | 105,616 | $35.7M | 0.83% | +278+0.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 106,801 | $36.1M | 0.30% | +10,446+10.8% | Added |
| Aureus Asset Management, LLC | 110,783 | $37.5M | 2.28% | −410−0.4% | Reduced |
| Covea Finance | 111,470 | $37.7M | 1.19% | +4,390+4.1% | Added |
| Xponance, Inc. | 111,774 | $37.8M | 0.23% | −3,686−3.2% | Reduced |
| Varma Mutual Pension Insurance Co | 112,035 | $37.9M | 0.20% | +1,100+1.0% | Added |
| Investment House LLC | 112,119 | $37.9M | 1.72% | −5,153−4.4% | Reduced |
| Pathstone Holdings, LLC | 112,055 | $38.0M | 0.11% | +5,344+5.0% | Added |
| GWM Advisors LLC | 112,398 | $38.0M | 0.11% | +6,070+5.7% | Added |
| Noesis Capital Mangement Corp | 112,536 | $38.1M | 4.58% | +3,565+3.3% | Added |
| Huntington National Bank | 112,586 | $38.1M | 0.18% | −4,634−4.0% | Reduced |
| HM Payson & Co | 114,034 | $38.6M | 0.51% | +35,406+45.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 114,771 | $38.8M | 2.26% | +1,022+0.9% | Added |
| ABN AMRO Bank N.V. | 114,561 | $39.0M | 0.50% | +751+0.7% | Added |
| Greatmark Investment Partners, Inc. | 115,991 | $39.2M | 4.33% | −958−0.8% | Reduced |
| Woodline Partners LP | 116,120 | $39.3M | 0.12% | +10,614+10.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 116,247 | $39.3M | 2.63% | −80.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 117,552 | $39.8M | 0.19% | −7,203−5.8% | Reduced |
| SEB Asset Management AB | 118,091 | $39.9M | 0.15% | +2,696+2.3% | Added |
| Clifford Swan Investment Counsel LLC | 118,790 | $40.2M | 1.29% | −1,779−1.5% | Reduced |
| Mill Capital Management, LLC | 121,505 | $41.1M | 2.75% | −290.0% | Reduced |
| IFM Investors Pty Ltd | 121,749 | $41.2M | 0.27% | +11,461+10.4% | Added |
| O'Shaughnessy Asset Management, LLC | 122,239 | $41.3M | 0.19% | −8,091−6.2% | Reduced |
| DnB Asset Management AS | 123,178 | $41.7M | 0.12% | −70.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 124,441 | $42.1M | 0.47% | −610.0% | Reduced |
| Sterling Capital Management LLC | 125,129 | $42.3M | 0.72% | −7,808−5.9% | Reduced |
| UniSuper Management Pty Ltd | 125,444 | $42.4M | 0.22% | +23,616+23.2% | Added |
| Regions Financial Corp | 126,179 | $42.7M | 0.25% | +606+0.5% | Added |
| Candriam Luxembourg S.C.A. | 126,799 | $42.8M | 0.19% | −64,705−33.8% | Reduced |
| MAI Capital Management | 127,096 | $43.0M | 0.16% | +26,620+26.5% | Added |
| Voya Investment Management LLC | 127,650 | $43.2M | 0.04% | −6,591−4.9% | Reduced |
| MetLife Investment Management | 127,810 | $43.2M | 0.20% | −5,396−4.1% | Reduced |
| Natixis | 128,259 | $43.4M | 0.21% | −35,895−21.9% | Reduced |
| Country Trust Bank | 128,549 | $43.5M | 0.76% | −8,191−6.0% | Reduced |
| Federated Hermes, Inc. | 128,945 | $43.6M | 0.06% | −155,194−54.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 129,267 | $43.7M | 0.75% | +121+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,287 | $43.7M | 0.10% | +11,715+10.0% | Added |
| Eastern Bank | 130,240 | $44.1M | 0.67% | +3,260+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 130,307 | $44.1M | 0.30% | +2,490+1.9% | Added |
| United Capital Financial Advisers, LLC | 130,559 | $44.2M | 0.24% | +2,846+2.2% | Added |
| Allianz SE | 130,750 | $44.2M | 0.47% | −2,977−2.2% | Reduced |
| Adviser Investments LLC | 134,515 | $45.5M | 0.44% | +2,179+1.6% | Added |
| MML Investors Services, LLC | 135,374 | $45.8M | 0.09% | +41,906+44.8% | Added |
| Commerce Bank | 135,778 | $45.9M | 0.20% | +1,637+1.2% | Added |
| Todd Asset Management LLC | 136,093 | $46.0M | 0.82% | +2,781+2.1% | Added |
| State of Michigan Retirement System | 136,277 | $46.1M | 0.20% | −3,600−2.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 137,049 | $46.4M | 0.46% | +1,010+0.7% | Added |
| DekaBank Deutsche Girozentrale | 155,374 | $46.4M | 0.08% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 139,529 | $47.2M | 5.78% | −3,875−2.7% | Reduced |
| Barr E S & Co | 139,614 | $47.2M | 2.65% | −3,941−2.7% | Reduced |
| Central Securities Corp | 140,000 | $47.4M | 3.53% | 00.0% | Unchanged |
| Fiera Capital Corp | 141,559 | $47.9M | 0.17% | −34,415−19.6% | Reduced |
| Bradley Foster & Sargent Inc | 141,891 | $48.0M | 0.68% | +5,576+4.1% | Added |
| Allworth Financial LP | 142,143 | $48.1M | 0.20% | −16,336−10.3% | Reduced |
| L1 Capital International Pty Ltd | 144,358 | $48.8M | 2.86% | +17,956+14.2% | Added |
| Mairs & Power Inc | 145,612 | $49.3M | 0.45% | −3,209−2.2% | Reduced |
| Arizona State Retirement System | 147,476 | $49.9M | 0.25% | −3,525−2.3% | Reduced |
| Cambiar Investors LLC | 147,613 | $49.9M | 2.17% | −1,832−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 151,204 | $51.1M | 0.10% | +11,337+8.1% | Added |
| Czech National Bank | 151,489 | $51.2M | 0.28% | +5,632+3.9% | Added |
| Public Sector Pension Investment Board | 151,949 | $51.4M | 0.13% | −402−0.3% | Reduced |
| Heritage Investors Management Corp | 152,142 | $51.5M | 1.42% | −2,613−1.7% | Reduced |
| Roffman Miller Associates Inc | 152,667 | $51.6M | 2.70% | −1,833−1.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 152,856 | $51.7M | 0.76% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 175,047 | $52.0M | 0.52% | +27,425+18.6% | Added |
| Groupe la Francaise | 154,834 | $52.2M | 0.64% | +3,571+2.4% | Added |
| Mn Services Vermogensbeheer B.V. | 154,881 | $52.4M | 0.39% | −63,400−29.0% | Reduced |
| CIBC Asset Management Inc | 154,958 | $52.4M | 0.11% | +10,304+7.1% | Added |
| Rafferty Asset Management, LLC | 155,039 | $52.4M | 0.12% | +24,048+18.4% | Added |
| Baird Financial Group, Inc. | 155,145 | $52.5M | 0.07% | −3,696−2.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 155,303 | $52.6M | 0.25% | −19,061−10.9% | Reduced |
| Johnson Investment Counsel Inc | 157,560 | $53.3M | 0.39% | −2,352−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 158,339 | $53.6M | 1.73% | +1,388+0.9% | Added |
| M&T Bank Corp | 160,216 | $54.2M | 0.16% | +1,013+0.6% | Added |
| Pinnacle Associates Ltd | 161,660 | $54.7M | 0.60% | +2,305+1.4% | Added |
| Intech Investment Management LLC | 162,198 | $54.9M | 0.50% | +45,253+38.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 162,888 | $55.1M | 0.25% | −168,268−50.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 163,332 | $55.3M | 0.15% | −31,680−16.2% | Reduced |
| Amussen Hunsaker Associates LLC | 163,779 | $55.4M | 5.35% | +1,940+1.2% | Added |
| ThornTree Capital Partners LP | 166,784 | $56.4M | 7.71% | +166,784 | New |
| Smith Group Asset Management, LLC | 169,063 | $57.2M | 2.33% | +13,516+8.7% | Added |