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 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $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 | 2,192 | $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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 9,251 | $3.13M | 0.21% | −50−0.5% | Reduced |
| MCF Advisors LLC | 9,249 | $3.13M | 0.11% | +354+4.0% | Added |
| QV Investors Inc. | 9,220 | $3.12M | 0.24% | −290−3.0% | Reduced |
| Savvy Advisors, Inc. | 9,178 | $3.10M | 0.07% | +1,045+12.8% | Added |
| Citizens National Bank Trust Department | 9,162 | $3.10M | 0.46% | +587+6.8% | Added |
| Solitude Financial Services | 9,161 | $3.10M | 0.86% | +688+8.1% | Added |
| Griffith & Werner, Inc. | 9,157 | $3.10M | 1.45% | +3,278+55.8% | Added |
| IFC Advisors LLC | 9,124 | $3.09M | 0.39% | +129+1.4% | Added |
| Peoples Financial Services Corp. | 9,102 | $3.08M | 1.33% | −87−0.9% | Reduced |
| Applied Capital LLC | 9,070 | $3.07M | 2.05% | +20.0% | Added |
| BNP Paribas | 9,056 | $3.07M | 0.08% | +3,017+50.0% | Added |
| TCW Group Inc | 9,060 | $3.06M | 0.02% | +159+1.8% | Added |
| Elyxium Wealth, LLC | 9,060 | $3.06M | 0.32% | +5,423+149.1% | Added |
| GFG Capital, LLC | 9,039 | $3.06M | 0.84% | +516+6.1% | Added |
| Sirios Capital Management L P | 8,984 | $3.04M | 0.37% | +8,984 | New |
| Intrinsic Value Partners, LLC | 8,975 | $3.04M | 2.07% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 8,952 | $3.03M | 1.40% | +10+0.1% | Added |
| Uhlmann Price Securities, LLC | 8,938 | $3.02M | 0.11% | −358−3.9% | Reduced |
| KWB Wealth | 8,863 | $3.00M | 0.26% | −81−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 8,831 | $2.99M | 1.04% | +10.0% | Added |
| Numerai GP LLC | 8,825 | $2.99M | 0.24% | −8,569−49.3% | Reduced |
| Catalytic Wealth RIA, LLC | 8,775 | $2.97M | 0.17% | −369−4.0% | Reduced |
| Vinva Investment Management Ltd | 8,706 | $2.97M | 0.02% | +2,681+44.5% | Added |
| IFG Advisory, LLC | 8,749 | $2.96M | 0.10% | +8,749 | New |
| Lodestone Wealth Management LLC | 8,743 | $2.96M | 1.04% | −145−1.6% | Reduced |
| Nations Financial Group Inc, | 8,741 | $2.96M | 0.14% | −66−0.7% | Reduced |
| Dover Advisors, LLC | 7,977 | $2.95M | 1.21% | +110+1.4% | Added |
| Berkshire Asset Management LLC | 8,688 | $2.94M | 0.12% | +30+0.3% | Added |
| Anchor Investment Management, LLC | 8,678 | $2.94M | 0.22% | +54+0.6% | Added |
| Principle Wealth Partners LLC | 8,662 | $2.93M | 0.14% | +166+2.0% | Added |
| BCS Private Wealth Management, Inc. | 8,650 | $2.93M | 0.88% | −3,292−27.6% | Reduced |
| Northern Financial Advisors Inc | 8,647 | $2.92M | 1.93% | −10−0.1% | Reduced |
| SBI Securities Co., Ltd. | 8,628 | $2.92M | 0.07% | −408−4.5% | Reduced |
| Profund Advisors LLC | 8,597 | $2.91M | 0.08% | −271−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,576 | $2.90M | 0.10% | −317−3.6% | Reduced |
| WD Rutherford LLC | 8,559 | $2.90M | 1.05% | +1,006+13.3% | Added |
| Old National Bancorp | 8,552 | $2.89M | 0.06% | −3,175−27.1% | Reduced |
| GTS Securities LLC | 8,534 | $2.89M | 0.06% | +3,612+73.4% | Added |
| Natural Investments, LLC | 8,506 | $2.88M | 0.63% | +175+2.1% | Added |
| SOA Wealth Advisors, LLC. | 8,468 | $2.86M | 0.48% | +42+0.5% | Added |
| BCV Asset Management Inc. | 8,380 | $2.86M | 0.09% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 8,441 | $2.86M | 1.03% | +32+0.4% | Added |
| BLB&B Advisors, LLC | 8,438 | $2.85M | 0.10% | −135−1.6% | Reduced |
| Woodmont Investment Counsel LLC | 8,429 | $2.85M | 0.16% | +11+0.1% | Added |
| Tealwood Asset Management Inc | 8,430 | $2.85M | 1.09% | +105+1.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 8,410 | $2.84M | 0.45% | +4,831+135.0% | Added |
| Baker Avenue Asset Management, LP | 8,409 | $2.84M | 0.05% | +3,148+59.8% | Added |
| Eads & Heald Wealth Management | 8,367 | $2.83M | 1.39% | −577−6.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,346 | $2.82M | 0.29% | 00.0% | Unchanged |
| New England Asset Management Inc | 8,340 | $2.82M | 0.33% | 00.0% | Unchanged |
| Hardy Reed LLC | 8,334 | $2.82M | 0.18% | −125−1.5% | Reduced |
| Mutual Advisors, LLC | 8,330 | $2.82M | 0.05% | +602+7.8% | Added |
| ProVise Management Group, LLC | 8,300 | $2.81M | 0.19% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,274 | $2.80M | 0.18% | −47−0.6% | Reduced |
| Red Door Wealth Management, LLC | 8,232 | $2.78M | 0.25% | −823−9.1% | Reduced |
| Icon Wealth Advisors, LLC | 8,228 | $2.78M | 0.17% | +1,741+26.8% | Added |
| LGT Group Foundation | 8,188 | $2.77M | 0.03% | −577−6.6% | Reduced |
| Confluence Wealth Services, Inc. | 8,178 | $2.77M | 0.08% | +476+6.2% | Added |
| Bank of New Hampshire | 8,175 | $2.77M | 0.58% | +107+1.3% | Added |
| Mather Group, LLC. | 8,167 | $2.76M | 0.02% | +149+1.9% | Added |
| Howard Capital Management Group, LLC | 8,126 | $2.75M | 0.17% | 00.0% | Unchanged |
| Axxion S.A. | 8,100 | $2.74M | 0.20% | +8,100 | New |
| Buttonwood Financial Advisors Inc. | 8,084 | $2.73M | 0.83% | −18−0.2% | Reduced |
| Deane Retirement Strategies, Inc. | 8,075 | $2.73M | 1.16% | +8,075 | New |
| Vanguard National Trust Co | 8,023 | $2.71M | 0.15% | −1,129−12.3% | Reduced |
| Vivid Wealth Management, LLC | 7,981 | $2.70M | 0.95% | +92+1.2% | Added |
| Fideuram Asset Management (Ireland) dac | 8,180 | $2.70M | 0.05% | +7,112+665.9% | Added |
| Tower Research Capital LLC (TRC) | 7,967 | $2.69M | 0.07% | +404+5.3% | Added |
| Wilkins Investment Counsel Inc | 7,962 | $2.69M | 0.36% | −50−0.6% | Reduced |
| Fire Capital Management LLC | 7,937 | $2.68M | 1.09% | −595−7.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,932 | $2.68M | 1.27% | +370+4.9% | Added |
| Ossiam | 7,929 | $2.68M | 0.04% | +907+12.9% | Added |
| Moody National Bank Trust Division | 7,897 | $2.67M | 0.22% | +302+4.0% | Added |
| Gen-Wealth Partners Inc | 7,887 | $2.67M | 0.74% | +695+9.7% | Added |
| Wealth Advisory Solutions, LLC | 7,850 | $2.66M | 0.55% | +4,792+156.7% | Added |
| 2Xideas AG | 7,848 | $2.65M | 1.14% | −2,897−27.0% | Reduced |
| Midwest Trust Co | 7,833 | $2.65M | 0.03% | +1,270+19.4% | Added |
| Holderness Investments Co | 7,822 | $2.65M | 0.44% | +10.0% | Added |
| Associated Banc-Corp | 7,807 | $2.64M | 0.06% | +2,171+38.5% | Added |
| Mengis Capital Management, Inc. | 7,791 | $2.64M | 0.40% | +10.0% | Added |
| Penobscot Investment Management Company, Inc. | 7,782 | $2.63M | 0.18% | −306−3.8% | Reduced |
| Bank of Stockton | 7,767 | $2.63M | 0.74% | −174−2.2% | Reduced |
| LGT Fund Management Co Ltd. | 7,750 | $2.62M | 0.11% | −3,536−31.3% | Reduced |
| TCG Advisory Services, LLC | 7,739 | $2.62M | 0.05% | +2,353+43.7% | Added |
| Walter & Keenan Financial Consulting Co | 7,691 | $2.60M | 0.64% | +110+1.5% | Added |
| Belpointe Asset Management LLC | 7,670 | $2.59M | 0.08% | −183−2.3% | Reduced |
| Element Squared LLC | 7,648 | $2.59M | 1.29% | +260+3.5% | Added |
| Hilltop National Bank | 7,644 | $2.59M | 0.55% | −210−2.7% | Reduced |
| BankPlus Trust Department | 7,629 | $2.58M | 0.60% | −23−0.3% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 7,602 | $2.57M | 0.10% | −997−11.6% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 7,600 | $2.57M | 0.10% | −1,400−15.6% | Reduced |
| Axxcess Wealth Management, LLC | 7,600 | $2.57M | 0.04% | +7,600 | New |
| Signet Investment Advisory Group, Inc. | 7,578 | $2.56M | 1.13% | −509−6.3% | Reduced |
| NTV Asset Management LLC | 7,575 | $2.56M | 0.25% | −53−0.7% | Reduced |
| Rothschild Investment LLC | 7,566 | $2.56M | 0.10% | −309−3.9% | Reduced |
| OFS Enterprise LLC | 7,548 | $2.55M | 0.65% | +28+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $2.55M | 1.44% | −850−10.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,522 | $2.54M | 0.63% | +55+0.7% | Added |
| Frec Markets, Inc. | 7,501 | $2.54M | 0.23% | +3,892+107.8% | Added |
| Ferguson Wellman Capital Management, Inc | 7,495 | $2.54M | 0.03% | −41−0.5% | Reduced |