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 |
|---|---|---|---|---|---|
| Ehrlich Financial Group | 1,143 | $386.6K | 0.20% | +18+1.6% | Added |
| Liberty Square Wealth Partners LLC | 1,144 | $387.0K | 0.09% | −5−0.4% | Reduced |
| Alta Wealth Advisors LLC | 1,148 | $388.3K | 0.11% | −13−1.1% | Reduced |
| Intrust Bank NA | 1,148 | $388.3K | 0.03% | −22−1.9% | Reduced |
| Northwest Wealth Management, LLC | 1,148 | $388.3K | 0.05% | −4−0.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,151 | $389.3K | 0.09% | +125+12.2% | Added |
| James J. Burns & Company, LLC | 1,153 | $389.9K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,153 | $389.9K | 0.05% | +166+16.8% | Added |
| Astoria Portfolio Advisors LLC. | 1,153 | $390.0K | 0.07% | −4−0.3% | Reduced |
| Woodward Diversified Capital, LLC | 1,153 | $390.1K | 0.17% | −101−8.1% | Reduced |
| Means Investment Co., Inc. | 1,155 | $390.8K | 0.03% | +4+0.3% | Added |
| Owl Creek Wealth Partners LLC | 1,160 | $392.5K | 0.11% | +25+2.2% | Added |
| Cornerstone Advisory, LLC | 1,161 | $392.5K | 0.03% | +130+12.6% | Added |
| Encompass Wealth Advisors, LLC | 1,164 | $393.7K | 0.12% | 00.0% | Unchanged |
| GAM Holding AG | 1,166 | $394.4K | 0.03% | −72−5.8% | Reduced |
| Worth Financial Advisory Group, LLC | 1,167 | $394.7K | 0.16% | +1,066+1,055.4% | Added |
| Colonial Trust Advisors | 1,169 | $395.4K | 0.03% | +43+3.8% | Added |
| Aberdeen Wealth Management LLC | 1,171 | $396.1K | 0.19% | −640−35.3% | Reduced |
| Montgomery Investment Management Inc | 1,175 | $397.4K | 0.12% | 00.0% | Unchanged |
| Tannin Capital LLC | 1,175 | $397.4K | 0.26% | +300+34.3% | Added |
| EdgeRock Capital LLC | 1,175 | $397.4K | 0.09% | +1,175 | New |
| Clifford Group, LLC | 1,178 | $398.5K | 0.28% | +12+1.0% | Added |
| Titleist Asset Management, LLC | 1,178 | $398.5K | 0.03% | +471+66.6% | Added |
| Joule Financial, LLC | 1,181 | $399.5K | 0.11% | −23−1.9% | Reduced |
| Willow Creek Capital Management, Inc. | 1,181 | $399.5K | 0.39% | +1,181 | New |
| Uniting Wealth Partners, LLC | 1,183 | $400.2K | 0.08% | +48+4.2% | Added |
| Lafayette Investments, Inc. | 1,186 | $401.1K | 0.07% | −16−1.3% | Reduced |
| Quadcap Wealth Management, LLC | 1,190 | $402.6K | 0.04% | +389+48.6% | Added |
| Solidarilty Wealth, LLC | 1,191 | $402.9K | 0.07% | +63+5.6% | Added |
| Opinicus Capital, Inc. | 1,191 | $402.9K | 0.22% | +3+0.3% | Added |
| PEAK6 LLC | 1,192 | $403.2K | 0.01% | +1,190+59,500.0% | Added |
| Advus Financial Partners, LLC | 1,192 | $403.3K | 0.09% | +13+1.1% | Added |
| New Republic Capital, LLC | 1,192 | $403.4K | 0.09% | −171−12.5% | Reduced |
| Kitching Partners, LLC | 1,193 | $403.5K | 0.35% | −118−9.0% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,193 | $403.5K | 0.08% | −8−0.7% | Reduced |
| Aurora Private Wealth, Inc. | 1,196 | $404.0K | 0.26% | +151+14.4% | Added |
| Meadow Creek Wealth Advisors LLC | 1,195 | $404.2K | 0.25% | −776−39.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,197 | $404.9K | 0.07% | +24+2.0% | Added |
| Vicus Capital | 1,199 | $405.6K | 0.03% | −7−0.6% | Reduced |
| Elevated Capital Advisors, LLC | 1,200 | $405.9K | 0.11% | −8−0.7% | Reduced |
| Omega Financial Group, LLC | 1,200 | $405.9K | 0.12% | 00.0% | Unchanged |
| City State Bank | 1,200 | $405.9K | 0.09% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,202 | $406.6K | 0.23% | −337−21.9% | Reduced |
| Austin Wealth Management, LLC | 1,145 | $406.9K | 0.09% | −194−14.5% | Reduced |
| Garner Asset Management Corp | 1,204 | $407.1K | 0.13% | −15−1.2% | Reduced |
| Ascension Capital Advisors, Inc. | 1,206 | $407.9K | 0.11% | −18−1.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $408.3K | 0.25% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 1,207 | $408.3K | 0.24% | +39+3.3% | Added |
| Ruggaard & Associates LLC | 1,210 | $409.3K | 0.15% | −38−3.0% | Reduced |
| Fieldview Capital Management, LLC | 1,211 | $409.6K | 0.12% | +1,211 | New |
| Firestone Capital Management | 1,215 | $411.0K | 0.08% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 1,216 | $411.5K | 0.32% | +26+2.2% | Added |
| Congress Park Capital LLC | 1,218 | $412.0K | 0.11% | +165+15.7% | Added |
| Essex Investment Management Co LLC | 1,219 | $412.3K | 0.05% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 1,223 | $413.5K | 0.19% | +1,223 | New |
| Laurel Oak Wealth Management, LLC | 1,225 | $414.4K | 0.06% | −114−8.5% | Reduced |
| Claret Asset Management Corp | 1,227 | $415.0K | 0.04% | −20−1.6% | Reduced |
| Green Ridge Wealth Planning LLC | 1,227 | $415.0K | 0.17% | −1−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,229 | $415.7K | 0.03% | −8−0.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,231 | $416.4K | 0.10% | −4−0.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,235 | $417.7K | 0.13% | −12−1.0% | Reduced |
| SFMG, LLC | 1,235 | $417.9K | 0.03% | −8−0.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,238 | $418.7K | 0.03% | +12+1.0% | Added |
| HORAN Wealth, LLC | 1,238 | $418.8K | 0.05% | −50−3.9% | Reduced |
| Smith, Moore & Co. | 1,240 | $419.4K | 0.03% | −35−2.7% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $419.4K | 0.17% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,242 | $420.0K | 0.01% | −1,131−47.7% | Reduced |
| Cornerstone Capital, Inc. | 1,242 | $420.1K | 0.04% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,245 | $421.1K | 0.16% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 1,245 | $421.2K | 0.52% | −9−0.7% | Reduced |
| Sharp Financial Services, LLC | 1,248 | $422.1K | 0.20% | +80+6.8% | Added |
| Action Point Financial Planning, LLC | 1,264 | $424.3K | 0.04% | +1,264 | New |
| Trust Co of the South | 1,259 | $425.9K | 0.06% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 1,259 | $425.9K | 0.26% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,260 | $426.2K | 0.05% | −15−1.2% | Reduced |
| Burton Enright Welch | 1,261 | $426.5K | 0.05% | −260−17.1% | Reduced |
| Kaizen Financial Strategies | 1,226 | $426.6K | 0.17% | −118−8.8% | Reduced |
| Index Technologies Group LLC | 1,263 | $427.2K | 0.34% | +16+1.3% | Added |
| Summit Asset Management, LLC | 1,265 | $427.9K | 0.05% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,266 | $428.2K | 0.20% | −150−10.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,266 | $428.2K | 0.19% | +93+7.9% | Added |
| Libra Wealth LLC | 1,268 | $428.9K | 0.11% | +13+1.0% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $429.2K | 0.10% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,273 | $430.6K | 0.08% | +100+8.5% | Added |
| First Financial Bank - Trust Division | 1,274 | $430.9K | 0.03% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,278 | $432.3K | 0.21% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,279 | $432.6K | 0.26% | −67−5.0% | Reduced |
| Nadler Financial Group, Inc. | 1,281 | $433.3K | 0.04% | +104+8.8% | Added |
| BCJ Capital Management, LLC | 1,283 | $434.0K | 0.02% | +482+60.2% | Added |
| BTC Capital Management, Inc. | 1,284 | $434.3K | 0.03% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 1,216 | $435.9K | 0.38% | +16+1.3% | Added |
| Southeast Asset Advisors Inc. | 1,289 | $436.0K | 0.04% | +3+0.2% | Added |
| Anchyra Partners LLC | 1,289 | $436.0K | 0.10% | +88+7.3% | Added |
| Range Advisory, LLC | 1,290 | $436.4K | 0.05% | +301+30.4% | Added |
| Vigilare Wealth Management | 1,291 | $436.7K | 0.13% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,295 | $438.0K | 0.04% | −23−1.7% | Reduced |
| Carter Financial Group, INC. | 1,296 | $438.5K | 0.23% | −76−5.5% | Reduced |
| Westwood Holdings Group Inc. | 1,297 | $438.7K | 0.00% | +1,297 | New |
| Fidelity D & D Bancorp Inc | 1,298 | $439.0K | 0.15% | −78−5.7% | Reduced |
| Northstar Asset Management LLC | 1,350 | $440.3K | 0.08% | 00.0% | Unchanged |