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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 752 | $254.4K | 0.00% | −4,831−86.5% | Reduced |
| Eagle Bay Advisors LLC | 754 | $254.9K | 0.19% | +16+2.2% | Added |
| Spectrum Planning & Advisory Services Inc. | 754 | $254.9K | 0.11% | −368−32.8% | Reduced |
| King Wealth | 754 | $255.0K | 0.03% | +35+4.9% | Added |
| SkyOak Wealth, LLC | 755 | $255.4K | 0.04% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 755 | $255.4K | 0.14% | +27+3.7% | Added |
| Consilium Wealth Advisory, LLC | 758 | $256.4K | 0.08% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 760 | $257.1K | 0.07% | +140+22.6% | Added |
| Saiph Capital, LLC | 762 | $257.7K | 0.08% | +762 | New |
| Hexagon Capital Partners LLC | 762 | $257.9K | 0.04% | +18+2.4% | Added |
| Clarity Wealth Advisors, LLC | 763 | $258.2K | 0.05% | −24−3.0% | Reduced |
| Live Oak Private Wealth LLC | 765 | $258.8K | 0.03% | −4−0.5% | Reduced |
| Clear Creek Financial Management, LLC | 766 | $259.0K | 0.02% | +57+8.0% | Added |
| Brio Consultants, LLC | 766 | $259.1K | 0.03% | +17+2.3% | Added |
| Convergence Financial, LLC | 766 | $259.1K | 0.02% | +766 | New |
| Farmers National Bank | 768 | $259.8K | 0.05% | −49−6.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 768 | $259.8K | 0.06% | 00.0% | Unchanged |
| Wealth Management Nebraska | 768 | $259.8K | 0.02% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 768 | $259.8K | 0.04% | +9+1.2% | Added |
| Nolet Wealth Management, LLC | 768 | $259.8K | 0.14% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 768 | $260.0K | 0.06% | +768 | New |
| TrueWealth Advisors, LLC | 770 | $260.4K | 0.06% | −1,204−61.0% | Reduced |
| Tillman Hartley LLC | 770 | $260.5K | 0.06% | −23−2.9% | Reduced |
| Unique Wealth Strategies, LLC | 773 | $261.4K | 0.10% | −13−1.7% | Reduced |
| Values Added Financial LLC | 774 | $261.8K | 0.09% | +72+10.3% | Added |
| LeConte Wealth Management, LLC | 775 | $262.2K | 0.14% | +47+6.5% | Added |
| New England Capital Financial Advisors LLC | 775 | $262.2K | 0.06% | +1+0.1% | Added |
| Verum Partners LLC | 780 | $264.0K | 0.04% | +4+0.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 781 | $264.2K | 0.01% | −289−27.0% | Reduced |
| PVG Asset Management Corp | 781 | $264.2K | 0.15% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 782 | $264.5K | 0.03% | 00.0% | Unchanged |
| Motive Wealth Advisors | 782 | $264.5K | 0.11% | +25+3.3% | Added |
| Bellecapital International Ltd. | 783 | $264.9K | 0.04% | 00.0% | Unchanged |
| Prostatis Group LLC | 783 | $265.0K | 0.06% | −59−7.0% | Reduced |
| apricus wealth, LLC | 787 | $266.2K | 0.13% | 00.0% | Unchanged |
| Dorato Capital Management | 760 | $266.4K | 0.18% | 00.0% | Unchanged |
| Ariston Services Group | 792 | $267.9K | 0.15% | +792 | Added |
| Legacy Financial Group, Inc. | 792 | $267.9K | 0.06% | +7+0.9% | Added |
| Goldstone Financial Group, LLC | 793 | $268.4K | 0.02% | +22+2.9% | Added |
| Compton Wealth Advisory Group, LLC | 773 | $269.0K | 0.05% | −100−11.5% | Reduced |
| Van Hulzen Asset Management, LLC | 796 | $269.2K | 0.02% | +796 | New |
| Ducere Wealth Management LLC | 799 | $270.1K | 0.08% | +799 | New |
| Gallagher Fiduciary Advisors, LLC | 799 | $270.4K | 0.01% | +1+0.1% | Added |
| Old Second National Bank of Aurora | 800 | $270.6K | 0.05% | −23−2.8% | Reduced |
| Wexford Capital LP | 800 | $270.6K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 800 | $270.6K | 0.06% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $270.6K | 0.02% | 00.0% | Unchanged |
| Atwater Malick LLC | 801 | $270.9K | 0.06% | +78+10.8% | Added |
| Close Asset Management Ltd | 801 | $271.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 802 | $271.3K | 0.06% | −74−8.4% | Reduced |
| Atlas Wealth LLC | 804 | $272.0K | 0.04% | −65−7.5% | Reduced |
| Sivia Capital Partners, LLC | 804 | $272.0K | 0.03% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 808 | $273.3K | 0.00% | −38−4.5% | Reduced |
| Blue Fin Capital, Inc. | 808 | $273.3K | 0.04% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 808 | $273.3K | 0.08% | +808 | New |
| Navigate Wealth Management, LLC | 770 | $273.6K | 0.17% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 771 | $273.7K | 0.01% | −18−2.3% | Reduced |
| Silver Grove Financial Group, Inc. | 810 | $273.9K | 0.15% | +21+2.7% | Added |
| Pointe Capital Management LLC | 810 | $274.0K | 0.12% | +111+15.9% | Added |
| Independence Bank of Kentucky | 810 | $274.0K | 0.03% | −16−1.9% | Reduced |
| Excelsior Advisor Network LLC | 810 | $274.0K | 0.04% | +117+16.9% | Added |
| 1832 Asset Management L.P. | 813 | $275.0K | 0.00% | −19−2.3% | Reduced |
| Shrier Wealth Management, LLC | 813 | $275.0K | 0.09% | 00.0% | Unchanged |
| Ewa, LLC | 813 | $275.0K | 0.05% | +44+5.7% | Added |
| Horst & Graben Wealth Management LLC | 791 | $275.2K | 0.04% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 815 | $276.0K | 0.05% | +100+14.0% | Added |
| Lantz Financial LLC | 816 | $276.0K | 0.05% | +19+2.4% | Added |
| Collaborative Fund Advisors, LLC | 816 | $276.0K | 0.16% | +92+12.7% | Added |
| Parkway Wealth Management Group, LLC | 817 | $276.4K | 0.03% | −1−0.1% | Reduced |
| Woodward Financial Advisors, Inc. | 817 | $276.4K | 0.09% | +817 | New |
| Hoge Financial Services, LLC | 818 | $276.8K | 0.13% | +37+4.7% | Added |
| Buffalo Business & Estate Services Ltd | – | $277.1K | 0.03% | – | – |
| PCG Asset Management, LLC | 822 | $278.0K | 0.20% | +7+0.9% | Added |
| Cypress Point Wealth Management, LLC | 825 | $279.1K | 0.06% | +84+11.3% | Added |
| Renasant Bank | 828 | $280.1K | 0.18% | −5−0.6% | Reduced |
| Weatherly Asset Management L. P. | 830 | $280.8K | 0.02% | 00.0% | Unchanged |
| Willner & Heller, LLC | 831 | $281.0K | 0.18% | +53+6.8% | Added |
| Plante Moran Financial Advisors, LLC | 831 | $281.1K | 0.01% | −82−9.0% | Reduced |
| First Heartland Consultants, Inc. | 832 | $281.4K | 0.02% | 00.0% | Unchanged |
| Iron Financial, LLC | 836 | $282.9K | 0.12% | −1−0.1% | Reduced |
| OakTrust Wealth Advisors, LLC | 837 | $283.1K | 0.24% | −56−6.3% | Reduced |
| Financial Council Asset Management Inc | 838 | $283.4K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 838 | $283.5K | 0.01% | −2−0.2% | Reduced |
| Orion Capital Management LLC | 840 | $284.1K | 0.09% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 840 | $284.1K | 0.19% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 842 | $284.7K | 0.09% | −320−27.5% | Reduced |
| Voya Financial Advisors, Inc. | 836 | $285.0K | 0.03% | −257−23.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 843 | $285.2K | 0.03% | +843 | New |
| Broadway Wealth Solutions, Inc. | 845 | $285.8K | 0.13% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 848 | $286.7K | 0.03% | +40+5.0% | Added |
| Genesis Private Wealth, LLC | 849 | $287.2K | 0.08% | −4−0.5% | Reduced |
| IMA Wealth, Inc. | 849 | $287.2K | 0.02% | +90+11.9% | Added |
| Goepper Burkhardt LLC | 850 | $287.5K | 0.09% | 00.0% | Unchanged |
| Center For Asset Management LLC | 851 | $287.6K | 0.13% | +52+6.5% | Added |
| Lineweaver Wealth Advisors, LLC | 850 | $287.6K | 0.03% | +99+13.2% | Added |
| Hopwood Financial Services, Inc. | 852 | $288.2K | 0.17% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 852 | $288.3K | 0.04% | −79−8.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 853 | $288.5K | 0.03% | +3+0.4% | Added |
| FDx Advisors, Inc. | 855 | $289.0K | 0.09% | −31−3.5% | Reduced |
| TFC Financial Management | 855 | $289.4K | 0.03% | +7+0.8% | Added |