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
- 576.8M
- +1.18M (+0.2%) vs. Q1 2026
- Total value
- $195.1B
- +$21.1B (+12.1%) vs. Q1 2026
- New holders
- 263
- 1,214 more added
- Sold out
- 116
- 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 | 3,020 | $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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 664 | $224.6K | 0.01% | −8−1.2% | Reduced |
| KTF Investments, LLC | 665 | $224.9K | 0.02% | +665 | New |
| Talisman Wealth Advisors LLC | 666 | $225.1K | 0.17% | +666 | New |
| Harvest Investment Services, LLC | 666 | $225.3K | 0.03% | −130−16.3% | Reduced |
| Resurgent Financial Advisors LLC | 669 | $226.4K | 0.06% | +669 | New |
| Intesa Sanpaolo S.p.A. | 670 | $226.6K | 0.01% | −495−42.5% | Reduced |
| Canal Capital Management, LLC | 670 | $226.7K | 0.03% | +670 | New |
| Portland Global Advisors LLC | 671 | $227.0K | 0.02% | −10−1.5% | Reduced |
| Planning Directions Inc | 671 | $227.0K | 0.11% | +671 | New |
| First Financial Corp | 672 | $227.3K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 672 | $227.4K | 0.04% | +672 | New |
| Awm Capital, LLC | 675 | $228.2K | 0.02% | +675 | New |
| O'Brien Greene & Co. Inc | 675 | $228.3K | 0.06% | −542−44.5% | Reduced |
| Summit Place Financial Advisors, LLC | 675 | $228.3K | 0.10% | −123−15.4% | Reduced |
| Fairvoy Private Wealth, LLC | 675 | $228.3K | 0.05% | −69−9.3% | Reduced |
| BBR Partners, LLC | 676 | $228.7K | 0.01% | −707−51.1% | Reduced |
| Junk Investment Group, LLC | 676 | $228.8K | 0.10% | −23−3.3% | Reduced |
| Salomon & Ludwin, LLC | 658 | $229.0K | 0.02% | −49−6.9% | Reduced |
| Affinity Capital Advisors, LLC | 644 | $229.3K | 0.03% | +644 | New |
| Bullock Wealth Management Group | 659 | $229.3K | 0.10% | +1+0.2% | Added |
| Phillips Financial Management, LLC | 678 | $229.3K | 0.02% | +678 | New |
| PUREfi Wealth, LLC | 679 | $229.7K | 0.13% | +679 | New |
| Pallas Capital Advisors LLC | 679 | $229.8K | 0.01% | +679 | New |
| Somerset Trust Co | 681 | $230.3K | 0.07% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 682 | $230.7K | 0.06% | +13+1.9% | Added |
| Wall Street Financial Group, Inc. | 682 | $230.7K | 0.12% | +142+26.3% | Added |
| Warburton Capital Management, LLC | 684 | $231.0K | 0.09% | +24+3.6% | Added |
| BCS Wealth Management | 685 | $231.8K | 0.04% | +685 | New |
| Quantum Financial Partners LLC | 685 | $232.0K | 0.12% | +685 | New |
| Wulff, Hansen & Co. | 686 | $232.0K | 0.18% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 687 | $232.3K | 0.06% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 689 | $232.9K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $233.0K | 0.06% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 689 | $233.1K | 0.02% | −305−30.7% | Reduced |
| Prestige Wealth Management Group LLC | 689 | $233.1K | 0.04% | −24−3.4% | Reduced |
| GW Henssler & Associates Ltd | 691 | $233.7K | 0.01% | +24+3.6% | Added |
| CM Wealth Advisors LLC | 695 | $235.1K | 0.04% | +695 | New |
| Stiles Financial Services Inc | 696 | $235.4K | 0.06% | +2+0.3% | Added |
| Good Harbor Advisors, Inc. | 696 | $235.5K | 0.23% | +12+1.8% | Added |
| Gradient Capital Advisors, LLC | 697 | $235.8K | 0.05% | +1+0.1% | Added |
| Central Valley Advisors, LLC | 699 | $236.4K | 0.06% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 699 | $236.4K | 0.04% | −17−2.4% | Reduced |
| Traynor Capital Management, Inc. | 700 | $236.7K | 0.01% | +23+3.4% | Added |
| J. Goldman & Co LP | 700 | $236.8K | 0.01% | −565−44.7% | Reduced |
| Burns Matteson Capital Management, LLC | 700 | $236.8K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 700 | $236.8K | 0.21% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 701 | $237.1K | 0.13% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 707 | $239.3K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 708 | $239.3K | 0.03% | +7+1.0% | Added |
| American Financial Advisors, LLC | 708 | $239.4K | 0.03% | +2+0.3% | Added |
| South Plains Financial, Inc. | 708 | $239.5K | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 709 | $239.8K | 0.10% | +709 | New |
| Axiom Investment Management LLC | 710 | $240.2K | 0.16% | −65−8.4% | Reduced |
| PFS Partners, LLC | 712 | $240.7K | 0.10% | +501+237.4% | Added |
| Pinnacle Financial Group, LLC | 712 | $240.8K | 0.06% | +12+1.7% | Added |
| Well Done, LLC | 713 | $241.2K | 0.03% | −4−0.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 714 | $241.5K | 0.01% | −234−24.7% | Reduced |
| Tidemark, LLC | 715 | $241.8K | 0.05% | +1+0.1% | Added |
| First City Capital Management, Inc. | 715 | $241.8K | 0.12% | 00.0% | Unchanged |
| Northern Lights Advisors, Inc. | 715 | $241.8K | 0.13% | +715 | New |
| Strategies Wealth Advisors, LLC | 716 | $242.0K | 0.02% | 00.0% | Unchanged |
| Novare Capital Management LLC | 716 | $242.2K | 0.02% | −82−10.3% | Reduced |
| Snowwater Investment Partners, LLC | 716 | $242.2K | 0.17% | +716 | New |
| MBA Advisors LLC | 717 | $242.5K | 0.08% | +717 | New |
| Slocum, Gordon & Co LLP | 718 | $242.9K | 0.16% | +718 | New |
| Pine Harbor Wealth Management, LLC | 720 | $243.5K | 0.07% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 720 | $243.5K | 0.35% | +720 | New |
| Total Clarity Wealth Management, Inc. | 721 | $243.8K | 0.05% | −76−9.5% | Reduced |
| Park Edge Advisors, LLC | 722 | $244.2K | 0.05% | −195−21.3% | Reduced |
| Innovative Advisory Group, LLC | 723 | $244.5K | 0.19% | 00.0% | Unchanged |
| Fusion Capital, LLC | 725 | $245.1K | 0.06% | +34+4.9% | Added |
| Single Point Partners, LLC | 729 | $246.5K | 0.04% | +729 | New |
| Beacon Financial Advisory LLC | 729 | $246.6K | 0.05% | +729 | New |
| Ariadne Wealth Management, LP | 729 | $246.6K | 0.11% | +729 | New |
| Wedgewood Investors Inc | 731 | $247.3K | 0.25% | 00.0% | Unchanged |
| DV Trading LLC | 732 | $247.6K | 0.02% | −1,864−71.8% | Reduced |
| Arch Global Advisors, LLC | 732 | $247.6K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 732 | $247.6K | 0.01% | +732 | New |
| Financial Advisory Service, Inc. | 734 | $248.3K | 0.01% | −51−6.5% | Reduced |
| Sather Financial Group Inc | 735 | $248.7K | 0.01% | +735 | New |
| Albion Financial Group | 736 | $249.0K | 0.01% | +147+25.0% | Added |
| Aviso Wealth Management | 736 | $249.0K | 0.08% | +4+0.5% | Added |
| SHP Wealth Management | 737 | $249.1K | 0.02% | +21+2.9% | Added |
| Bogart Wealth, LLC | 737 | $249.2K | 0.01% | +79+12.0% | Added |
| RAM Investment Partners, LLC | 737 | $249.4K | 0.04% | +23+3.2% | Added |
| Van Diest Capital, LLC | 738 | $249.8K | 0.22% | −924−55.6% | Reduced |
| Empire Financial Management Company, LLC | 739 | $250.0K | 0.10% | −12,348−94.4% | Reduced |
| Summitry LLC | 739 | $250.0K | 0.01% | −643−46.5% | Reduced |
| Deseret Mutual Benefit Administrators | 739 | $250.0K | 0.08% | −74−9.1% | Reduced |
| Nvest Financial, LLC | 740 | $250.4K | 0.08% | +1+0.1% | Added |
| BigSur Wealth Management LLC | 744 | $251.7K | 0.06% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 745 | $252.0K | 0.04% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 745 | $252.0K | 0.17% | −70−8.6% | Reduced |
| Nautilus Advisors LLC | 720 | $252.5K | 0.15% | −448−38.4% | Reduced |
| Manske Wealth Management | 747 | $252.7K | 0.06% | −7−0.9% | Reduced |
| Proactive Wealth Strategies LLC | 748 | $252.9K | 0.04% | +1+0.1% | Added |
| Consilio Wealth Advisors, LLC | 749 | $253.3K | 0.06% | +8+1.1% | Added |
| Ellenbecker Investment Group | 749 | $253.6K | 0.03% | −28−3.6% | Reduced |
| LBMC Investment Advisors, LLC | 750 | $253.7K | 0.01% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 750 | $253.7K | 0.33% | 00.0% | Unchanged |