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 | 2,757 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,626 | $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 | 2,191 | $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 |
|---|---|---|---|---|---|
| Farringdon Capital, Ltd. | 998 | $337.6K | 0.17% | +998 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 999 | $337.9K | 0.01% | −9−0.9% | Reduced |
| Aurdan Capital Management, LLC | 1,000 | $338.3K | 0.09% | −10−1.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,000 | $338.3K | 0.11% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,000 | $338.3K | 0.07% | +50+5.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $338.3K | 0.01% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 1,001 | $338.6K | 0.08% | +1,001 | New |
| IPG Investment Advisors LLC | 1,003 | $339.3K | 0.05% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,004 | $339.6K | 0.02% | −472−32.0% | Reduced |
| New Age Alpha Advisors, LLC | 1,005 | $339.9K | 0.01% | −19−1.9% | Reduced |
| First PREMIER Bank | 1,006 | $340.0K | 0.05% | −67−6.2% | Reduced |
| Archetype Wealth Partners | 1,006 | $340.0K | 0.04% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,006 | $340.3K | 0.22% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,006 | $340.3K | 0.02% | +1,006 | New |
| Baron Wealth Management LLC | 1,007 | $340.7K | 0.09% | +11+1.1% | Added |
| Certified Advisory Corp | 1,008 | $340.8K | 0.03% | +40+4.1% | Added |
| Factorial Partners, LLC | 1,000 | $341.0K | 100.00% | −4,100−80.4% | Reduced |
| Greenwich Wealth Management LLC | 1,009 | $341.0K | 0.01% | +51+5.3% | Added |
| Accel Wealth Management | 1,009 | $341.2K | 0.08% | −24−2.3% | Reduced |
| Partnership Wealth Management, LLC | 1,010 | $341.6K | 0.23% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,011 | $342.0K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,011 | $342.1K | 0.02% | −931−47.9% | Reduced |
| PCB Capital LLC | 1,015 | $343.4K | 0.42% | +1,015 | New |
| Wealth Management Partners, LLC | 1,014 | $343.4K | 0.08% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,015 | $343.4K | 0.12% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,018 | $344.3K | 0.22% | −167−14.1% | Reduced |
| Caerus Investment Advisors, LLC | 1,019 | $344.7K | 0.12% | −53−4.9% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,020 | $345.0K | 0.08% | +63+6.6% | Added |
| Alliance Wealth Advisors, LLC | 1,020 | $345.0K | 0.07% | +74+7.8% | Added |
| Ponta Wealth Partners, LLC | 1,020 | $345.0K | 0.18% | +151+17.4% | Added |
| Alesco Advisors LLC | 1,023 | $346.0K | 0.01% | −10−1.0% | Reduced |
| Y.D. More Investments Ltd | 1,026 | $346.5K | 0.01% | −460−31.0% | Reduced |
| Phoenix Holdings Ltd. | 1,030 | $347.4K | 0.00% | −1,122−52.1% | Reduced |
| Clark Asset Management, LLC | 1,027 | $347.5K | 0.03% | −15−1.4% | Reduced |
| Stembrook Asset Management, LLC | 1,028 | $347.7K | 0.30% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 1,028 | $347.7K | 0.05% | −19−1.8% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,029 | $348.0K | 0.08% | +355+52.7% | Added |
| New Covenant Trust Company, N.A. | 1,033 | $349.4K | 0.26% | +67+6.9% | Added |
| EJMK Ventures LLC | 1,039 | $351.5K | 0.16% | −59−5.4% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 1,040 | $351.8K | 0.03% | −260−20.0% | Reduced |
| Roble, Belko & Company, Inc | 1,042 | $352.0K | 0.04% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,005 | $353.7K | 0.02% | +14+1.4% | Added |
| Vista Capital Partners, Inc. | 1,046 | $353.8K | 0.03% | −94−8.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,046 | $354.0K | 0.07% | −190−15.4% | Reduced |
| Advisors Management Group Inc | 1,048 | $354.0K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,047 | $354.1K | 0.04% | −17−1.6% | Reduced |
| Sharkey, Howes & Javer | 1,047 | $354.3K | 0.04% | 00.0% | Unchanged |
| Vista Investment Management | 1,048 | $354.5K | 0.11% | −9−0.9% | Reduced |
| Park Capital Management, LLC | 1,049 | $354.9K | 0.21% | +7+0.7% | Added |
| Itau Unibanco Holding S.A. | 1,050 | $355.2K | 0.01% | +1,050 | New |
| Burling Wealth Partners, LLC | 1,051 | $355.5K | 0.05% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,052 | $355.8K | 0.08% | +1+0.1% | Added |
| Plotkin Financial Advisors, LLC | 1,052 | $355.8K | 0.15% | +148+16.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,052 | $356.0K | 0.07% | +3+0.3% | Added |
| Bouchey Financial Group Ltd | 1,054 | $356.5K | 0.02% | +152+16.9% | Added |
| Mountain Pacific Investment Advisers Inc | 1,055 | $357.0K | 0.06% | −250−19.2% | Reduced |
| Acima Private Wealth, LLC | 1,056 | $357.2K | 0.10% | −44−4.0% | Reduced |
| Insight Wealth Strategies, LLC | 1,029 | $358.1K | 0.03% | −22,105−95.6% | Reduced |
| Aspetuck Financial Management LLC | 1,065 | $360.2K | 0.21% | +35+3.4% | Added |
| Wolff Wiese Magana LLC | 1,068 | $361.2K | 0.17% | −8,925−89.3% | Reduced |
| Middleton & Co Inc | 1,070 | $361.9K | 0.04% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,070 | $361.9K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,074 | $363.3K | 0.07% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,075 | $363.6K | 0.05% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,077 | $364.3K | 0.04% | +1,077 | New |
| Eurizon SLJ Capital Ltd | 1,078 | $364.6K | 0.13% | 00.0% | Unchanged |
| Mayport, LLC | 1,080 | $365.2K | 0.06% | +45+4.3% | Added |
| Engineers Gate Manager LP | 1,081 | $365.6K | 0.00% | −949−46.7% | Reduced |
| Intrua Financial, LLC | 1,082 | $366.0K | 0.03% | +1,082 | New |
| Cowa, LLC | 1,085 | $367.0K | 0.09% | 00.0% | Unchanged |
| Langley Wealth Management, LLC | 1,087 | $367.7K | 0.36% | +1,087 | New |
| Guyasuta Investment Advisors Inc | 1,089 | $368.4K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,090 | $368.8K | 0.03% | +221+25.4% | Added |
| One Day In July LLC | 1,092 | $369.4K | 0.03% | +23+2.2% | Added |
| Perfromance Wealth Partners, LLC | 1,093 | $369.8K | 0.01% | +18+1.7% | Added |
| Winthrop Advisory Group LLC | 1,094 | $370.2K | 0.02% | −46−4.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,096 | $370.9K | 0.03% | −18−1.6% | Reduced |
| NorthStar Asset Management LLC | 1,097 | $371.2K | 0.15% | +1+0.1% | Added |
| JB Capital LLC | 1,097 | $371.2K | 0.01% | +372+51.3% | Added |
| Peak Retirement Planning, Inc. | 1,098 | $371.5K | 0.06% | +140+14.6% | Added |
| XY Planning Network, Inc. | 1,099 | $371.7K | 0.05% | +101+10.1% | Added |
| Shepherd Financial Partners LLC | 1,101 | $372.4K | 0.03% | +23+2.1% | Added |
| AMG Asset Management Group, Inc. | 1,101 | $372.5K | 0.23% | +89+8.8% | Added |
| D'Orazio & Associates, Inc. | 1,103 | $373.2K | 0.04% | −35−3.1% | Reduced |
| Black Diamond Financial, LLC | 1,109 | $375.1K | 0.03% | −81−6.8% | Reduced |
| Manchester Financial Inc | 1,116 | $377.4K | 0.07% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 1,116 | $377.5K | 0.11% | −24,557−95.7% | Reduced |
| GatePass Capital, LLC | 1,120 | $378.8K | 0.14% | −473−29.7% | Reduced |
| Sand Hill Global Advisors, LLC | 1,121 | $379.2K | 0.01% | +27+2.5% | Added |
| Monument Capital Management | 1,124 | $380.3K | 0.08% | +185+19.7% | Added |
| Uptown Financial Advisors LLC | 1,127 | $381.2K | 0.28% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,128 | $381.4K | 0.03% | +204+22.1% | Added |
| Abacus Planning Group, Inc. | 1,128 | $381.5K | 0.05% | +55+5.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,128 | $381.7K | 0.09% | +417+58.6% | Added |
| Mission Creek Capital Partners, Inc. | 1,136 | $384.2K | 0.07% | +1,136 | New |
| Strait & Sound Wealth Management LLC | 1,137 | $384.6K | 0.14% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,137 | $384.6K | 0.05% | +29+2.6% | Added |
| Samalin Investment Counsel, LLC | 1,138 | $385.0K | 0.12% | −28−2.4% | Reduced |
| Invera Wealth Advisors, LLC | 1,140 | $385.6K | 0.21% | +1,140 | New |
| Pacific Capital Wealth Advisors, Inc | 1,143 | $386.6K | 0.06% | −4−0.3% | Reduced |