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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | 5,742 | $2.01M | 0.03% | −270−4.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,881 | $1.99M | 0.13% | −70−1.2% | Reduced |
| Fairbanks Capital Management, Inc. | 5,868 | $1.98M | 1.18% | −498−7.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,857 | $1.98M | 0.08% | +56+1.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,846 | $1.98M | 0.14% | −540−8.5% | Reduced |
| Citadel Investment Advisory, Inc. | 5,832 | $1.97M | 0.90% | 00.0% | Unchanged |
| Dakota Wealth Management | 5,824 | $1.97M | 0.04% | −124−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 5,817 | $1.97M | 0.07% | −822−12.4% | Reduced |
| Landscape Capital Management, L.L.C. | 5,816 | $1.97M | 0.13% | +1,791+44.5% | Added |
| Nicolet Bankshares Inc | 5,695 | $1.97M | 0.06% | +325+6.1% | Added |
| Legacy Edge Advisors, LLC | 5,791 | $1.96M | 0.18% | −64−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 5,785 | $1.96M | 0.15% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,739 | $1.94M | 0.73% | −1,599−21.8% | Reduced |
| Cozad Asset Management Inc | 5,734 | $1.94M | 0.13% | −462−7.5% | Reduced |
| Hilltop Holdings Inc. | 5,723 | $1.94M | 0.16% | +216+3.9% | Added |
| B&L Asset Management LLC | 5,712 | $1.93M | 0.67% | −315−5.2% | Reduced |
| Crewe Advisors LLC | 5,708 | $1.93M | 0.14% | +45+0.8% | Added |
| Aspiriant, LLC | 5,704 | $1.93M | 0.05% | +619+12.2% | Added |
| Interchange Capital Partners, LLC | 5,662 | $1.92M | 0.36% | +144+2.6% | Added |
| Stonebrook Private Inc. | 5,662 | $1.92M | 0.35% | −14−0.2% | Reduced |
| Two Sigma Securities, LLC | 5,661 | $1.91M | 0.17% | +5,661 | New |
| Virtus Investment Advisers, Inc. | 5,654 | $1.91M | 0.45% | +375+7.1% | Added |
| Brian Low Financial Group, LLC | 5,637 | $1.91M | 1.11% | +817+17.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,635 | $1.91M | 0.02% | +35+0.6% | Added |
| CV Advisors LLC | 5,635 | $1.91M | 0.36% | +5,635 | New |
| Olistico Wealth, LLC | 5,634 | $1.91M | 0.82% | +20.0% | Added |
| Cornerstone Planning Group LLC | 5,454 | $1.90M | 0.24% | +10.0% | Added |
| KRS Capital Management, LLC | 5,623 | $1.90M | 0.89% | −10−0.2% | Reduced |
| Rose Capital Advisors LLC | 5,594 | $1.89M | 1.01% | +5,594 | New |
| Hendley & Co Inc | 5,580 | $1.89M | 0.67% | +35+0.6% | Added |
| Gateway Wealth Partners, LLC | 5,530 | $1.87M | 0.11% | −3,204−36.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,527 | $1.87M | 0.73% | −6−0.1% | Reduced |
| Northcape Wealth Management, LLC | 5,527 | $1.87M | 0.49% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,522 | $1.87M | 0.07% | +80+1.5% | Added |
| Busey Wealth Management | 5,515 | $1.87M | 0.05% | −54−1.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,512 | $1.86M | 0.12% | +3,358+155.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,480 | $1.85M | 0.58% | +4,384+400.0% | Added |
| Cambient Family Office, LLC | 5,460 | $1.85M | 0.23% | +118+2.2% | Added |
| Alpine Bank Wealth Management | 5,445 | $1.84M | 0.24% | 00.0% | Unchanged |
| Sprucegrove Investment Management Ltd | 5,442 | $1.84M | 0.29% | −5,511−50.3% | Reduced |
| Buckingham Strategic Partners | 5,429 | $1.84M | 0.02% | +31+0.6% | Added |
| Spirepoint Private Client, LLC | 5,395 | $1.82M | 0.15% | +10+0.2% | Added |
| Ignite Planners, LLC | 5,383 | $1.82M | 0.25% | +74+1.4% | Added |
| Mirabaud Asset Management Ltd | 5,317 | $1.81M | 1.51% | −7,184−57.5% | Reduced |
| Spinnaker Trust | 5,355 | $1.81M | 0.09% | +138+2.6% | Added |
| Ark Wealth Advisors LLC | 5,354 | $1.81M | 1.61% | +694+14.9% | Added |
| Peak Asset Management, LLC | 5,346 | $1.81M | 0.27% | +5,346 | New |
| Vectors Research Management, LLC | 5,340 | $1.81M | 0.47% | +57+1.1% | Added |
| Net Worth Advisory Group | 5,316 | $1.80M | 0.45% | −566−9.6% | Reduced |
| TCI Wealth Advisors, Inc. | 5,287 | $1.79M | 0.08% | +623+13.4% | Added |
| Spire Wealth Management | 5,286 | $1.79M | 0.05% | −300−5.4% | Reduced |
| Capital Analysts, LLC | 5,276 | $1.78M | 0.04% | +77+1.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,265 | $1.78M | 0.10% | −157−2.9% | Reduced |
| DF Dent & Co Inc | 5,253 | $1.78M | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,249 | $1.78M | 0.06% | −1,511−22.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,223 | $1.77M | 0.09% | +281+5.7% | Added |
| Doliver Advisors, LP | 5,214 | $1.76M | 0.40% | −117−2.2% | Reduced |
| Everhart Financial Group, Inc. | 5,208 | $1.76M | 0.11% | +189+3.8% | Added |
| Taylor Frigon Capital Management LLC | 5,204 | $1.76M | 0.82% | −57−1.1% | Reduced |
| Garde Capital, Inc. | 5,179 | $1.75M | 0.08% | +22+0.4% | Added |
| Ramirez Asset Management, Inc. | 5,170 | $1.75M | 0.18% | −20.0% | Reduced |
| Strategic Advisors LLC | 5,162 | $1.75M | 0.38% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,146 | $1.74M | 1.38% | −49−0.9% | Reduced |
| Laurel Wealth Advisors LLC | 5,140 | $1.74M | 0.17% | −238−4.4% | Reduced |
| Sterling Wealth Management, Inc. | 5,134 | $1.74M | 0.43% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,128 | $1.73M | 0.06% | −51−1.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,125 | $1.73M | 0.02% | −1,360−21.0% | Reduced |
| S.A. Mason LLC | 5,119 | $1.73M | 0.53% | +16+0.3% | Added |
| WSFS Capital Management, LLC | 5,117 | $1.73M | 0.08% | −138−2.6% | Reduced |
| Armis Advisers, LLC | 4,858 | $1.73M | 0.16% | +332+7.3% | Added |
| Churchill Financial Advisors, LLC | 5,109 | $1.73M | 0.33% | −100−1.9% | Reduced |
| Red Cedar Investment Management, LLC | 5,108 | $1.73M | 0.16% | 00.0% | Unchanged |
| PFG Advisors | 5,097 | $1.72M | 0.09% | +10.0% | Added |
| Chesapeake Wealth Management | 5,096 | $1.72M | 0.48% | −24−0.5% | Reduced |
| WealthTrust Axiom LLC | 5,088 | $1.72M | 0.38% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,081 | $1.72M | 0.05% | +225+4.6% | Added |
| Cape Cod Five Cents Savings Bank | 5,076 | $1.72M | 0.14% | +5,076 | New |
| Bradyco, Inc. | 5,074 | $1.72M | 1.97% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,067 | $1.71M | 0.06% | −85−1.6% | Reduced |
| William Allan, LLC | 5,057 | $1.71M | 0.84% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 5,049 | $1.71M | 1.48% | −291−5.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.71M | 1.14% | 00.0% | Unchanged |
| AlTi Global, Inc. | 5,035 | $1.70M | 0.04% | −89−1.7% | Reduced |
| Pecaut & Co. | 5,015 | $1.70M | 0.52% | −25−0.5% | Reduced |
| Altfest L J & Co Inc | 5,003 | $1.69M | 0.16% | +1,679+50.5% | Added |
| Stratos Wealth Advisors, LLC | 5,001 | $1.69M | 0.09% | −308−5.8% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.69M | 0.32% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,992 | $1.69M | 0.05% | −3−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,978 | $1.68M | 0.03% | −364−6.8% | Reduced |
| Lyell Wealth Management, LP | 4,977 | $1.68M | 0.10% | +500+11.2% | Added |
| Tompkins Financial Corp | 4,969 | $1.68M | 0.12% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 4,950 | $1.67M | 0.56% | +129+2.7% | Added |
| Cigna Investments Inc | 4,949 | $1.67M | 0.22% | −204−4.0% | Reduced |
| Xcel Wealth Management, LLC | 4,948 | $1.67M | 0.40% | −2,369−32.4% | Reduced |
| Milestone Asset Management, LLC | 4,889 | $1.65M | 0.26% | +752+18.2% | Added |
| Weik Capital Management | 4,888 | $1.65M | 0.64% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,887 | $1.65M | 0.11% | −72−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,874 | $1.65M | 0.03% | +2,851+140.9% | Added |
| North Star Investment Management Corp. | 4,864 | $1.65M | 0.09% | −738−13.2% | Reduced |
| Argentarii, LLC | 4,824 | $1.64M | 0.50% | +18+0.4% | Added |