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 |
|---|---|---|---|---|---|
| BDF-Gestion | 10,864 | $2.53M | 0.76% | −1,222−10.1% | Reduced |
| Guardian Capital LP | 7,488 | $2.53M | 0.06% | −1,500−16.7% | Reduced |
| Financial Security Advisor, Inc. | 7,488 | $2.53M | 0.41% | −329−4.2% | Reduced |
| Parsons Capital Management Inc | 7,475 | $2.53M | 0.11% | +2,048+37.7% | Added |
| Inlet Private Wealth, LLC | 7,435 | $2.51M | 0.61% | −1,480−16.6% | Reduced |
| NBZ Investment Advisors LLC | 7,350 | $2.49M | 0.97% | +2,112+40.3% | Added |
| Aster Capital Management (DIFC) Ltd | 7,317 | $2.47M | 0.53% | +7,317 | New |
| Miller Capital Partners, Inc. | 7,286 | $2.46M | 0.97% | +957+15.1% | Added |
| Harold Davidson & Associates Inc. | 7,277 | $2.46M | 1.07% | +165+2.3% | Added |
| Veracity Capital LLC | 7,224 | $2.44M | 0.66% | −24−0.3% | Reduced |
| Sawgrass Asset Management LLC | 7,216 | $2.44M | 0.32% | −53−0.7% | Reduced |
| Symmetry Investments LP | 7,200 | $2.44M | 0.27% | +7,200 | New |
| Aaron Wealth Advisors | 7,192 | $2.43M | 0.12% | +1,098+18.0% | Added |
| Arjuna Capital | 7,168 | $2.42M | 0.55% | −127−1.7% | Reduced |
| Grove Bank & Trust | 7,160 | $2.42M | 0.24% | +188+2.7% | Added |
| Massmutual Trust Co FSB | 7,149 | $2.42M | 0.06% | −186−2.5% | Reduced |
| Spears Abacus Advisors LLC | 7,106 | $2.40M | 0.04% | −320−4.3% | Reduced |
| Leavell Investment Management, Inc. | 7,093 | $2.40M | 0.09% | +475+7.2% | Added |
| Norden Group LLC | 7,072 | $2.39M | 0.20% | +662+10.3% | Added |
| Boltwood Capital Management | 7,070 | $2.39M | 0.55% | −30−0.4% | Reduced |
| Rydar Equities, Inc. | 6,739 | $2.39M | 1.35% | +927+15.9% | Added |
| Florida Financial Advisors, LLC | 7,049 | $2.39M | 0.40% | +1,841+35.3% | Added |
| AlphaCore Capital LLC | 7,050 | $2.38M | 0.04% | +961+15.8% | Added |
| South Shore Capital Advisors | 7,027 | $2.38M | 1.59% | −130−1.8% | Reduced |
| Intellectus Partners, LLC | 7,011 | $2.37M | 0.41% | −17−0.2% | Reduced |
| AustralianSuper Pty Ltd | 7,005 | $2.37M | 0.01% | −2,171−23.7% | Reduced |
| Ally Financial Inc. | 7,000 | $2.37M | 0.31% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 6,969 | $2.36M | 0.73% | −19−0.3% | Reduced |
| McAdam, LLC | 6,956 | $2.35M | 0.09% | +64+0.9% | Added |
| Piedmont Capital Management, LLC | 6,882 | $2.33M | 1.42% | −126−1.8% | Reduced |
| Balboa Wealth Partners | 6,847 | $2.32M | 0.32% | +514+8.1% | Added |
| Avestar Capital, LLC | 6,845 | $2.32M | 0.14% | +505+8.0% | Added |
| Nixon Peabody Trust Co | 6,831 | $2.31M | 0.16% | +204+3.1% | Added |
| Beacon Financial Group | 6,827 | $2.31M | 0.21% | +44+0.6% | Added |
| Fort Point Capital Partners LLC | 6,807 | $2.30M | 0.25% | +15+0.2% | Added |
| CenterStar Asset Management, LLC | 6,789 | $2.30M | 1.78% | +5,945+704.4% | Added |
| Gateway Investment Advisers LLC | 6,784 | $2.29M | 0.02% | −1,450−17.6% | Reduced |
| Berkshire Bank | 6,761 | $2.29M | 0.44% | −429−6.0% | Reduced |
| Sapient Capital LLC | 6,752 | $2.28M | 0.03% | −734−9.8% | Reduced |
| Premier Path Wealth Partners, LLC | 6,752 | $2.28M | 0.26% | +468+7.4% | Added |
| Eagle Capital Management, LLC | 6,745 | $2.28M | 0.78% | +53+0.8% | Added |
| Ameritas Advisory Services, LLC | 6,721 | $2.27M | 0.05% | +2,997+80.5% | Added |
| Cadent Capital Advisors, LLC | 6,666 | $2.25M | 0.47% | +764+12.9% | Added |
| Fielder Capital Group LLC | 6,644 | $2.25M | 0.49% | +523+8.5% | Added |
| Fidelis Capital Partners, LLC | 6,639 | $2.25M | 0.13% | +225+3.5% | Added |
| Raab & Moskowitz Asset Management LLC | 6,633 | $2.24M | 0.45% | −146−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 6,583 | $2.24M | 0.25% | +74+1.1% | Added |
| Baldwin Investment Management, LLC | 6,601 | $2.23M | 0.22% | −259−3.8% | Reduced |
| TIAA Wealth Investment Management LLC | 6,591 | $2.23M | 0.01% | −634−8.8% | Reduced |
| Hennessy Advisors Inc | 6,584 | $2.23M | 0.07% | +6,584 | New |
| National Asset Management, Inc. | 6,511 | $2.22M | 0.12% | −49−0.7% | Reduced |
| Cypress Wealth Services, LLC | 6,507 | $2.20M | 0.27% | +8+0.1% | Added |
| Lee Danner & Bass Inc | 6,505 | $2.20M | 0.13% | +30.0% | Added |
| Bridgeway Capital Management, LLC | 6,500 | $2.20M | 0.04% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 6,494 | $2.20M | 0.84% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 6,460 | $2.19M | 0.04% | 00.0% | Unchanged |
| Inkwell Capital LLC | 6,444 | $2.18M | 2.27% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,395 | $2.18M | 0.04% | −624−8.9% | Reduced |
| Qtron Investments LLC | 6,443 | $2.18M | 0.29% | −180−2.7% | Reduced |
| Private Wealth Partners, LLC | 6,420 | $2.17M | 0.16% | −3,255−33.6% | Reduced |
| Center for Financial Planning, Inc. | 6,414 | $2.17M | 0.20% | 00.0% | Unchanged |
| First National Trust Co | 6,414 | $2.17M | 0.07% | −27−0.4% | Reduced |
| Krilogy Financial LLC | 6,412 | $2.17M | 0.06% | +74+1.2% | Added |
| Parisi Gray Wealth Management | 6,405 | $2.17M | 0.44% | +4+0.1% | Added |
| Accent Capital Management, LLC | 6,397 | $2.16M | 0.93% | −1,756−21.5% | Reduced |
| Camden Capital, LLC | 6,392 | $2.16M | 0.11% | −261−3.9% | Reduced |
| S&CO Inc | 6,386 | $2.16M | 0.12% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 6,362 | $2.15M | 0.07% | −218−3.3% | Reduced |
| Palisade Asset Management, LLC | 6,359 | $2.15M | 0.20% | −90−1.4% | Reduced |
| Community Bank, N.A. | 6,348 | $2.15M | 0.23% | +953+17.7% | Added |
| First Horizon Corp | 6,317 | $2.14M | 0.08% | −189−2.9% | Reduced |
| Canoe Financial LP | 6,282 | $2.12M | 0.03% | −10,218−61.9% | Reduced |
| Auxier Asset Management | 6,261 | $2.12M | 0.28% | −200−3.1% | Reduced |
| RMR Capital Management, LLC | 6,260 | $2.12M | 1.46% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6,254 | $2.12M | 0.43% | +376+6.4% | Added |
| Canopy Partners, LLC | 6,241 | $2.11M | 0.64% | +22+0.4% | Added |
| Monte Financial Group, LLC | 6,274 | $2.11M | 0.68% | +98+1.6% | Added |
| Stablepoint Partners, LLC | 6,235 | $2.11M | 0.29% | +58+0.9% | Added |
| XTX Topco Ltd | 6,226 | $2.11M | 0.03% | −6,538−51.2% | Reduced |
| RMB Capital Management, LLC | 6,210 | $2.10M | 0.03% | −487−7.3% | Reduced |
| Excalibur Management Corp | 6,206 | $2.10M | 0.69% | +10.0% | Added |
| Accurate Wealth Management, LLC | 5,987 | $2.10M | 0.20% | +1,335+28.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,200 | $2.10M | 0.09% | +16+0.3% | Added |
| Flagship Harbor Advisors, LLC | 6,198 | $2.10M | 0.08% | −604−8.9% | Reduced |
| Stock Yards Bank & Trust Co | 6,193 | $2.09M | 0.06% | −99−1.6% | Reduced |
| Angeles Wealth Management, LLC | 6,177 | $2.09M | 0.10% | +2,295+59.1% | Added |
| First Citizens Bank & Trust Co | 6,133 | $2.07M | 0.03% | +68+1.1% | Added |
| Fortis Capital Advisors, LLC | 6,125 | $2.07M | 0.23% | −53−0.9% | Reduced |
| Piscataqua Savings Bank | 6,124 | $2.07M | 1.40% | −88−1.4% | Reduced |
| Paragon Private Wealth Management, LLC | 6,111 | $2.07M | 0.54% | +137+2.3% | Added |
| YHB Investment Advisors, Inc. | 6,067 | $2.05M | 0.13% | +139+2.3% | Added |
| Weil Company, Inc. | 6,055 | $2.05M | 0.36% | 00.0% | Unchanged |
| Everett Harris & Co | 6,046 | $2.05M | 0.03% | −4−0.1% | Reduced |
| RiverFront Investment Group, LLC | 6,043 | $2.04M | 0.03% | +1,854+44.3% | Added |
| Legacy Advisors, LLC | 6,024 | $2.04M | 0.19% | +1,633+37.2% | Added |
| Lakeshore Capital Group, Inc. | 5,972 | $2.02M | 1.50% | −3−0.1% | Reduced |
| Trust Asset Management LLC | 5,971 | $2.02M | 0.13% | −211−3.4% | Reduced |
| Hager Investment Management Services, LLC | 5,953 | $2.01M | 0.93% | +230+4.0% | Added |
| 3Chopt Investment Partners, LLC | 5,952 | $2.01M | 0.38% | +395+7.1% | Added |
| Private Trust Co NA | 5,944 | $2.01M | 0.16% | +103+1.8% | Added |