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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B 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
- 3,020
- +147 vs. Q1 2026
- Shares held
- 578.8M
- +2.86M (+0.5%) vs. Q1 2026
- Total value
- $195.8B
- +$21.7B (+12.4%) vs. Q1 2026
- New holders
- 263
- 1,218 more added
- Sold out
- 116
- 1,066 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 | 3,020 | $195.8B |
| Q1 2026 | 2,911 | $174.9B |
| Q4 2025 | 3,042 | $217.7B |
| Q3 2025 | 2,757 | $201.0B |
| Q2 2025 | 2,718 | $190.6B |
| Q1 2025 | 2,625 | $160.7B |
| Q4 2024 | 2,642 | $177.6B |
| Q3 2024 | 2,459 | $164.8B |
| Q2 2024 | 2,348 | $143.8B |
| Q1 2024 | 2,315 | $149.3B |
| Q4 2023 | 2,191 | $120.4B |
| Q3 2023 | 2,003 | $91.5B |
| Q2 2023 | 2,048 | $108.2B |
| Q1 2023 | 2,056 | $104.3B |
| Q4 2022 | 2,008 | $92.7B |
| Q3 2022 | 1,919 | $85.9B |
| Q2 2022 | 1,975 | $88.2B |
| Q1 2022 | 2,067 | $120.3B |
| Q4 2021 | 2,004 | $106.7B |
| Q3 2021 | 1,878 | $111.2B |
| Q2 2021 | 1,851 | $157.7B |
| Q1 2021 | 1,781 | $96.6B |
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 |
|---|---|---|---|---|---|
| Covestor Ltd | 249 | $84.0K | 0.05% | +61+32.4% | Added |
| Founders Capital Management | 250 | $84.6K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 250 | $84.6K | 0.05% | 00.0% | Unchanged |
| Roxbury Financial LLC | 251 | $85.0K | 0.07% | +107+74.3% | Added |
| Fortitude Family Office, LLC | 254 | $85.9K | 0.02% | +70+38.0% | Added |
| Quest 10 Wealth Builders, Inc. | 262 | $88.6K | 0.07% | −6−2.2% | Reduced |
| Wiser Advisor Group LLC | 267 | $90.3K | 0.10% | +1+0.4% | Added |
| Greykasell Wealth Strategies, Inc. | 270 | $91.3K | 0.03% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 276 | $93.4K | 0.02% | +276 | New |
| Sachetta, LLC | 277 | $93.6K | 0.05% | +56+25.3% | Added |
| Glen Eagle Advisors, LLC | 280 | $94.6K | 0.01% | +24+9.4% | Added |
| Security National Bank of Sioux City Iowa | 283 | $95.7K | 0.04% | +283 | New |
| Boreal Capital Management LLC | 286 | $96.7K | 0.07% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 290 | $98.2K | 0.01% | +290 | New |
| Graney & King, LLC | 294 | $99.5K | 0.04% | +1+0.3% | Added |
| Contravisory Investment Management, Inc. | 300 | $101.5K | 0.02% | −27,675−98.9% | Reduced |
| Essential Investment Partners LLC | 300 | $101.5K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 300 | $101.5K | 0.02% | +300 | New |
| Hilton Head Capital Partners, LLC | 301 | $101.8K | 0.05% | +75+33.2% | Added |
| Atlantic Private Wealth, LLC | 302 | $102.0K | 0.06% | +1+0.3% | Added |
| Crews Bank & Trust | 312 | $105.5K | 0.01% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 318 | $107.6K | 0.08% | 00.0% | Unchanged |
| Golden State Equity Partners | 332 | $112.3K | 0.30% | −11,017−97.1% | Reduced |
| Burk Holdings LLC | 333 | $112.6K | 0.04% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 341 | $115.2K | 0.13% | −14−3.9% | Reduced |
| Southern Michigan Bank & Trust | 341 | $115.3K | 0.04% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 345 | $116.8K | 0.03% | +345 | New |
| Pension & Wealth Management Advisors, Inc. | 345 | $116.9K | 0.03% | +42+13.9% | Added |
| Bernard Wealth Management Corp. | 350 | $118.4K | 0.04% | −17−4.6% | Reduced |
| MRP Capital Investments, LLC | 350 | $118.4K | 0.09% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 350 | $118.4K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 359 | $121.3K | 0.01% | −6−1.6% | Reduced |
| Pacific Center for Financial Services | 365 | $123.5K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 410 | $124.0K | 0.04% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 370 | $124.5K | 0.08% | +370 | New |
| Old Point Trust & Financial Services N A | 372 | $125.8K | 0.04% | +70+23.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $126.5K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 388 | $131.3K | 0.01% | +34+9.6% | Added |
| AXS Investments LLC | 392 | $132.6K | 0.04% | −65−14.2% | Reduced |
| PlanVest Financial, Inc | 395 | $133.6K | 0.09% | +95+31.7% | Added |
| Addison Advisors LLC | 396 | $133.9K | 0.06% | −186−32.0% | Reduced |
| Field & Main Bank | 400 | $135.3K | 0.03% | −53−11.7% | Reduced |
| Richardson Financial Services Inc. | 400 | $135.3K | 0.08% | −43−9.7% | Reduced |
| GW&K Investment Management, LLC | 401 | $136.0K | 0.00% | −3−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 408 | $138.0K | 0.09% | −7−1.7% | Reduced |
| Birchbrook, Inc. | 410 | $138.7K | 0.07% | 00.0% | Unchanged |
| Rossby Financial, LCC | 416 | $140.7K | 0.03% | +40+10.6% | Added |
| Aviso Financial Inc. | 417 | $141.1K | 0.00% | +390+1,444.4% | Added |
| Fairscale Capital, LLC | 419 | $141.7K | 0.08% | 00.0% | Unchanged |
| Activest Wealth Management | 423 | $143.0K | 0.03% | −1,022−70.7% | Reduced |
| Regatta Research & Money Management | 427 | $144.0K | 0.14% | +427 | New |
| High Note Wealth, LLC | 428 | $144.8K | 0.02% | +64+17.6% | Added |
| Murphy & Mullick Capital Management Corp | 433 | $146.5K | 0.09% | +4+0.9% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $150.7K | 0.01% | +19+4.5% | Added |
| Bell Investment Advisors, Inc | 449 | $151.9K | 0.02% | +48+12.0% | Added |
| Security National Bank | 461 | $155.9K | 0.02% | −3−0.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 463 | $156.6K | 0.04% | +35+8.2% | Added |
| Strategic Advocates LLC | 465 | $157.3K | 0.61% | +32+7.4% | Added |
| Phillip James Consulting Co. | 466 | $157.6K | 0.11% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 468 | $158.3K | 0.00% | −7−1.5% | Reduced |
| Medallion Wealth Advisors, LLC | 474 | $160.4K | 0.05% | −311−39.6% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 475 | $160.7K | 0.00% | −156−24.7% | Reduced |
| First Community Trust NA | 475 | $160.7K | 0.07% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 475 | $160.7K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 475 | $160.7K | 0.12% | +3+0.6% | Added |
| Sankala Group LLC | 482 | $163.2K | 0.11% | +2+0.4% | Added |
| William B. Walkup & Associates, Inc. | 490 | $165.7K | 0.08% | −75−13.3% | Reduced |
| Prudent Man Investment Management, Inc. | 449 | $166.1K | 0.06% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 494 | $167.1K | 0.04% | +200+68.0% | Added |
| Catherine Avery Investment Management LLC | 500 | $169.1K | 0.07% | 00.0% | Unchanged |
| Vision Retirement, LLC | 500 | $169.3K | 0.04% | +12+2.5% | Added |
| IMG Wealth Management, Inc. | 507 | $171.5K | 0.10% | +5+1.0% | Added |
| Markowski Investments | 525 | $177.6K | 0.04% | +525 | New |
| Park Place Capital Corp | 527 | $178.3K | 0.03% | −13−2.4% | Reduced |
| Creative Financial Designs Inc | 531 | $179.5K | 0.01% | −34−6.0% | Reduced |
| Mascoma Wealth Management LLC | 531 | $179.6K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 531 | $179.7K | 0.03% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 533 | $180.3K | 0.08% | −71−11.8% | Reduced |
| VSM Wealth Advisory, LLC | 533 | $180.3K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 538 | $182.0K | 0.04% | +36+7.2% | Added |
| Ameriflex Group, Inc. | 547 | $185.1K | 0.08% | +14+2.6% | Added |
| Gables Capital Management Inc. | 550 | $186.0K | 0.07% | +185+50.7% | Added |
| Cape Investment Advisory, Inc. | 552 | $186.6K | 0.05% | −140−20.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 554 | $187.4K | 0.12% | +11+2.0% | Added |
| Wall Street Access Asset Management, LLC | 565 | $191.1K | 0.03% | +160+39.5% | Added |
| REAP Financial Group, LLC | 573 | $193.9K | 0.03% | −3−0.5% | Reduced |
| Trifecta Capital Advisors, LLC | 576 | $194.8K | 0.03% | +1+0.2% | Added |
| Strategic Investment Solutions, Inc. | 579 | $195.6K | 0.04% | +3+0.5% | Added |
| Wellington-Altus USA Inc. | 648 | $196.0K | 0.14% | −110−14.5% | Reduced |
| CGC Financial Services, LLC | 582 | $196.9K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 585 | $197.9K | 0.09% | +50+9.3% | Added |
| JPL Wealth Management, LLC | 586 | $198.2K | 0.04% | +92+18.6% | Added |
| M3 Advisory Group, LLC | 591 | $200.0K | 0.10% | −102−14.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 593 | $200.5K | 0.05% | +593 | New |
| Holistic Planning, LLC | 593 | $200.6K | 0.03% | +593 | New |
| Aspen Capital Management, LLC | 595 | $201.3K | 0.04% | +595 | New |
| N.E.W. Advisory Services LLC | 595 | $201.3K | 0.01% | −400−40.2% | Reduced |
| Cadinha & Co LLC | 596 | $201.6K | 0.03% | +596 | New |
| IVC Wealth Advisors LLC | 596 | $201.6K | 0.08% | +596 | New |
| Norris Perne & French LLP | 597 | $201.9K | 0.01% | +597 | New |