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
- 3,022
- +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 | 3,020 | $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 |
|---|---|---|---|---|---|
| TFC Financial Management | 855 | $289.4K | 0.03% | +7+0.8% | Added |
| Hengehold Capital Management LLC | 857 | $289.9K | 0.02% | +14+1.7% | Added |
| DecisionPoint Financial, LLC | 840 | $292.4K | 0.05% | +7+0.8% | Added |
| Bollard Group LLC | 865 | $293.0K | 0.01% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 867 | $293.3K | 0.16% | −68−7.3% | Reduced |
| Jessup Wealth Management, Inc | 868 | $293.6K | 0.09% | +868 | New |
| Financial Network Wealth Management LLC | 870 | $294.0K | 0.08% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 870 | $294.3K | 0.09% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 872 | $294.9K | 0.14% | −46−5.0% | Reduced |
| Wedge Capital Management L L P | 872 | $295.0K | 0.00% | −163−15.7% | Reduced |
| Granite Harbor Advisors, Inc. | 873 | $295.3K | 0.12% | +8+0.9% | Added |
| GSB Wealth Management, LLC | 874 | $295.6K | 0.06% | +6+0.7% | Added |
| Marks Group Wealth Management, Inc | 877 | $296.5K | 0.03% | +2+0.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 877 | $296.7K | 0.40% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 910 | $296.8K | 0.10% | +30+3.4% | Added |
| Dearborn Partners LLC | 880 | $297.7K | 0.02% | +21+2.4% | Added |
| KLCM Advisors, Inc. | 883 | $298.5K | 0.02% | 00.0% | Unchanged |
| Strid Group, LLC | 885 | $299.2K | 0.03% | +1+0.1% | Added |
| SMART Wealth LLC | 885 | $299.4K | 0.06% | −163−15.6% | Reduced |
| General Partner, Inc. | 886 | $299.7K | 0.16% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 886 | $299.7K | 0.01% | +21+2.4% | Added |
| CNB Bank | 889 | $300.7K | 0.12% | +15+1.7% | Added |
| Barlow Wealth Partners, Inc. | 896 | $301.4K | 0.03% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 892 | $301.7K | 0.18% | −69−7.2% | Reduced |
| Becker Capital Management Inc | 892 | $301.7K | 0.01% | +84+10.4% | Added |
| City Center Advisors, LLC | 894 | $302.4K | 0.24% | +37+4.3% | Added |
| Fogel Capital Management, Inc. | 897 | $303.4K | 0.12% | +175+24.2% | Added |
| Up Strategic Wealth Investment Advisors LLC | 871 | $304.0K | 0.18% | 00.0% | Unchanged |
| Talbot Financial, LLC | 900 | $304.4K | 0.02% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 900 | $304.4K | 0.26% | 00.0% | Unchanged |
| Dutch Asset Corp | 901 | $305.0K | 0.15% | +96+11.9% | Added |
| Orca Wealth Management, LLC | 902 | $305.0K | 0.18% | −104−10.3% | Reduced |
| Sterling Investment Counsel, LLC | 902 | $305.0K | 0.07% | −32−3.4% | Reduced |
| Sovran Advisors, LLC | 906 | $305.1K | 0.02% | −29−3.1% | Reduced |
| Financial Consulate, Inc | 902 | $305.2K | 0.03% | +12+1.3% | Added |
| Core Wealth Advisors, Inc. | 904 | $305.8K | 0.06% | +904 | New |
| Chickasaw Capital Management LLC | 905 | $306.0K | 0.01% | +200+28.4% | Added |
| North Berkeley Wealth Management, LLC | 906 | $306.5K | 0.12% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 907 | $306.8K | 0.02% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 907 | $306.9K | 0.14% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 909 | $307.5K | 0.08% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 912 | $308.5K | 0.13% | −93−9.3% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 913 | $308.8K | 0.24% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 915 | $309.5K | 0.08% | +30+3.4% | Added |
| Jacobsen Capital Management | 916 | $309.8K | 0.09% | +16+1.8% | Added |
| Prosperity Financial Group, Inc. | 917 | $310.4K | 0.10% | +28+3.1% | Added |
| Stephenson & Company, Inc. | 918 | $310.5K | 0.15% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 919 | $310.9K | 0.08% | −38−4.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 920 | $311.1K | 0.11% | +2+0.2% | Added |
| Ackerman Capital Advisors, LLC | 920 | $311.2K | 0.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 921 | $311.5K | 0.07% | −8−0.9% | Reduced |
| WT Wealth Management | 923 | $312.2K | 0.09% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 924 | $312.4K | 0.03% | +1+0.1% | Added |
| Athena Investment Management | 924 | $312.5K | 0.19% | −947−50.6% | Reduced |
| Per Stirling Capital Management, LLC. | 926 | $313.2K | 0.03% | +28+3.1% | Added |
| German American Bancorp, Inc. | 927 | $313.6K | 0.02% | +122+15.2% | Added |
| Integrity Advisory Solutions, LLC | 929 | $314.5K | 0.03% | +95+11.4% | Added |
| Hyperion Capital Advisors LP | 930 | $314.6K | 0.14% | 00.0% | Unchanged |
| North Star Asset Management Inc | 931 | $314.9K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 931 | $314.9K | 0.13% | +15+1.6% | Added |
| Thompson David Blair | 931 | $314.9K | 0.16% | +931 | New |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $315.2K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,044 | $315.8K | 0.05% | −79−7.0% | Reduced |
| JGP Wealth Management, LLC | 934 | $315.9K | 0.03% | −1−0.1% | Reduced |
| South Street Advisors LLC | 938 | $317.3K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 939 | $317.6K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 943 | $318.9K | 0.01% | +943 | New |
| Sunpointe, LLC | 943 | $319.0K | 0.09% | −630−40.1% | Reduced |
| Harbor Group, Inc. | 945 | $319.8K | 0.04% | +3+0.3% | Added |
| HC Advisors, LLC | 946 | $320.3K | 0.19% | +1+0.1% | Added |
| Corps Capital Advisors, LLC | 948 | $320.7K | 0.26% | +948 | New |
| Vance Wealth, Inc. | 950 | $321.4K | 0.07% | +118+14.2% | Added |
| OneAscent Investment Solutions LLC | 952 | $322.0K | 0.30% | −372−28.1% | Reduced |
| Bellwether Advisors, LLC | 954 | $322.7K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 955 | $323.0K | 0.05% | 00.0% | Unchanged |
| WealthSpring Partners, LLC | 962 | $325.4K | 0.28% | +1+0.1% | Added |
| Convergence Investment Partners, LLC | 964 | $326.1K | 0.03% | −76−7.3% | Reduced |
| Signal Advisors Wealth, LLC | 965 | $326.5K | 0.02% | +965 | New |
| FourThought Financial Partners, LLC | 966 | $326.7K | 0.03% | +16+1.7% | Added |
| Seeds Investor LLC | 969 | $327.7K | 0.03% | +61+6.7% | Added |
| Garrison Point Advisors, LLC | 970 | $328.1K | 0.13% | 00.0% | Unchanged |
| MW Advisory, LLC | 971 | $328.5K | 0.13% | +971 | New |
| Godsey & Gibb Associates | 972 | $328.8K | 0.03% | −33−3.3% | Reduced |
| EPG Wealth Management LLC | 975 | $329.8K | 0.08% | +1+0.1% | Added |
| Narus Financial Partners, LLC | 975 | $329.8K | 0.08% | −103−9.6% | Reduced |
| Flagship Wealth Advisors, LLC | 975 | $329.8K | 0.07% | +464+90.8% | Added |
| Act Two Investors LLC | 979 | $331.1K | 0.07% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 981 | $331.8K | 0.12% | 00.0% | Unchanged |
| American Trust | 985 | $333.2K | 0.03% | +310+45.9% | Added |
| LRI Investments, LLC | 986 | $333.4K | 0.03% | −26−2.6% | Reduced |
| Xxi Wealth, LLC | 986 | $333.5K | 0.15% | +78+8.6% | Added |
| Commonwealth Financial Services, LLC | 986 | $333.5K | 0.04% | +153+18.4% | Added |
| Royal Fund Management, LLC | 987 | $334.1K | 0.03% | +15+1.5% | Added |
| Bestgate Wealth Advisors, LLC | 988 | $334.2K | 0.53% | −48−4.6% | Reduced |
| Avenue 1 Advisors, LLC | 988 | $334.2K | 0.09% | −26−2.6% | Reduced |
| Allied Investment Advisors, LLC | 989 | $334.5K | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 989 | $334.5K | 0.03% | +71+7.7% | Added |
| Heartwood Wealth Advisors LLC | 992 | $335.5K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $337.2K | 0.01% | −75−7.0% | Reduced |
| Redmond Asset Management, LLC | 998 | $337.6K | 0.08% | −90−8.3% | Reduced |