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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 4,859 | $1.64M | 0.12% | +74+1.5% | Added |
| Boyar Asset Management Inc. | 4,853 | $1.64M | 0.94% | +602+14.2% | Added |
| Alaethes Wealth LLC | 4,827 | $1.63M | 0.48% | +24+0.5% | Added |
| Hunter Associates Investment Management LLC | 4,822 | $1.63M | 0.19% | +965+25.0% | Added |
| Warther Private Wealth, LLC | 4,823 | $1.63M | 0.36% | +1,910+65.6% | Added |
| Minot DeBlois Advisors LLC | 4,822 | $1.63M | 1.40% | +68+1.4% | Added |
| Lazari Capital Management, Inc. | 4,814 | $1.63M | 0.50% | +330+7.4% | Added |
| Wealth Alliance | 4,809 | $1.63M | 0.14% | −142−2.9% | Reduced |
| Souders Financial Advisors | 4,803 | $1.62M | 0.16% | −889−15.6% | Reduced |
| Papp L Roy & Associates | 4,779 | $1.62M | 0.17% | 00.0% | Unchanged |
| Investment Research Partners LLC | 4,778 | $1.62M | 0.55% | +262+5.8% | Added |
| Strategic Investment Advisors | 4,758 | $1.61M | 0.10% | −1,098−18.8% | Reduced |
| Bank of Hawaii | 4,753 | $1.61M | 0.08% | −169−3.4% | Reduced |
| Wealthcare Advisory Partners LLC | 4,748 | $1.61M | 0.03% | +58+1.2% | Added |
| Focus Financial Network, Inc. | 4,748 | $1.61M | 0.05% | +506+11.9% | Added |
| Advisory Alpha, LLC | 4,729 | $1.60M | 0.04% | +812+20.7% | Added |
| Whelan Financial | 4,728 | $1.60M | 0.44% | +277+6.2% | Added |
| Portside Wealth Group, LLC | 4,713 | $1.59M | 0.19% | +434+10.1% | Added |
| Hohimer Wealth Management, LLC | 4,694 | $1.59M | 0.16% | +171+3.8% | Added |
| International Assets Investment Management, LLC | 4,557 | $1.59M | 0.09% | −81−1.7% | Reduced |
| 71 West Capital Partners | 4,674 | $1.58M | 0.05% | +1,652+54.7% | Added |
| Accredited Investors Inc. | 4,673 | $1.58M | 0.07% | −166−3.4% | Reduced |
| First Command Advisory Services, Inc. | 4,672 | $1.58M | 0.01% | +4+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 4,660 | $1.58M | 0.03% | −263−5.3% | Reduced |
| Proathlete Wealth Management LLC | 4,658 | $1.58M | 0.39% | +49+1.1% | Added |
| Ledyard National Bank | 4,659 | $1.58M | 0.13% | −46−1.0% | Reduced |
| Leisure Capital Management | 4,655 | $1.57M | 0.49% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,644 | $1.57M | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,636 | $1.57M | 0.63% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,615 | $1.56M | 0.35% | −446−8.8% | Reduced |
| Twelve Points Wealth Management LLC | 4,597 | $1.55M | 0.31% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,594 | $1.55M | 0.48% | +419+10.0% | Added |
| Muirfield Wealth Advisors LLC | 4,581 | $1.55M | 1.01% | −102−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,565 | $1.54M | 0.04% | −245−5.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 4,546 | $1.54M | 0.49% | +1,665+57.8% | Added |
| Morse Asset Management, Inc | 4,540 | $1.54M | 0.25% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 4,534 | $1.53M | 0.04% | +119+2.7% | Added |
| Financial Management Network Inc | 4,316 | $1.53M | 0.22% | +577+15.4% | Added |
| Essex Financial Services, Inc. | 4,526 | $1.53M | 0.08% | −6−0.1% | Reduced |
| Gsa Capital Partners LLP | 4,514 | $1.53M | 0.10% | −6,986−60.7% | Reduced |
| Arbor Capital Management Inc | 4,558 | $1.52M | 1.50% | −343−7.0% | Reduced |
| Riverbend Wealth Management, LLC | 4,500 | $1.52M | 0.77% | +274+6.5% | Added |
| Sentry LLC | 4,498 | $1.52M | 0.43% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 4,496 | $1.52M | 0.21% | −90−2.0% | Reduced |
| Guardian Investment Management | 4,492 | $1.52M | 1.04% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 4,491 | $1.52M | 0.18% | +669+17.5% | Added |
| SageView Advisory Group, LLC | 4,488 | $1.52M | 0.05% | −60−1.3% | Reduced |
| Rockland Trust Co | 4,488 | $1.52M | 0.06% | −147−3.2% | Reduced |
| Odyssean, LLC | 4,487 | $1.52M | 0.25% | +4,487 | New |
| Kovack Advisors, Inc. | 4,395 | $1.52M | 0.07% | +344+8.5% | Added |
| Levin Capital Strategies, L.P. | 4,475 | $1.51M | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,466 | $1.51M | 0.10% | −201−4.3% | Reduced |
| Cambridge Financial Group, LLC | 4,461 | $1.51M | 0.48% | −100−2.2% | Reduced |
| MainStreet Investment Advisors LLC | 4,447 | $1.50M | 0.20% | −225−4.8% | Reduced |
| Tufton Capital Management | 4,445 | $1.50M | 0.25% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 4,441 | $1.50M | 0.50% | +10.0% | Added |
| Manchester Capital Management LLC | 4,406 | $1.49M | 0.19% | +66+1.5% | Added |
| Mystic Asset Management, Inc. | 4,403 | $1.49M | 0.32% | −457−9.4% | Reduced |
| Icon Advisers Inc | 4,400 | $1.49M | 0.28% | −400−8.3% | Reduced |
| Hartford Funds Management Co LLC | 4,396 | $1.49M | 0.12% | −3,847−46.7% | Reduced |
| Bridges Investment Management Inc | 4,396 | $1.49M | 0.02% | +450+11.4% | Added |
| Simmons Bank | 4,390 | $1.48M | 0.08% | −33−0.7% | Reduced |
| Sun Financial Inc | 4,358 | $1.48M | 0.70% | +294+7.2% | Added |
| Old Mission Investment Co LLC | 4,364 | $1.48M | 0.31% | +5+0.1% | Added |
| Woodstock Corp | 4,356 | $1.47M | 0.12% | −54−1.2% | Reduced |
| Next Level Private LLC | 4,342 | $1.47M | 0.29% | +87+2.0% | Added |
| Stokes Family Office, LLC | 4,341 | $1.47M | 0.17% | −1,043−19.4% | Reduced |
| Evermay Wealth Management LLC | 4,340 | $1.47M | 0.15% | +269+6.6% | Added |
| Aspire Private Capital, LLC | 4,339 | $1.47M | 0.30% | −654−13.1% | Reduced |
| Aspen Investment Management Inc | 4,329 | $1.46M | 0.39% | +399+10.2% | Added |
| Mraz, Amerine & Associates, Inc. | 4,328 | $1.46M | 0.21% | +23+0.5% | Added |
| Cordatus Wealth Management LLC | 4,312 | $1.46M | 0.32% | +4,312 | New |
| Schulhoff & Co Inc | 4,300 | $1.45M | 0.58% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,300 | $1.45M | 0.58% | +300+7.5% | Added |
| Triad Investment Management | 4,296 | $1.45M | 1.60% | 00.0% | Unchanged |
| Cane Capital Partners, LLC | 4,283 | $1.45M | 0.58% | −865−16.8% | Reduced |
| Pathway Financial Advisers, LLC | 4,278 | $1.45M | 0.36% | +327+8.3% | Added |
| Amarillo National Bank | 4,267 | $1.44M | 0.23% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,263 | $1.44M | 0.08% | +88+2.1% | Added |
| Salem Investment Counselors Inc | 4,263 | $1.44M | 0.04% | −76−1.8% | Reduced |
| Bedel Financial Consulting, Inc. | 4,250 | $1.44M | 0.14% | +5+0.1% | Added |
| IFG Advisors, LLC | 4,249 | $1.44M | 0.20% | −35−0.8% | Reduced |
| Diligent Investors, LLC | 4,248 | $1.44M | 0.32% | −1,984−31.8% | Reduced |
| LVW Advisors, LLC | 4,246 | $1.44M | 0.12% | +310+7.9% | Added |
| SNS Financial Group, LLC | 4,238 | $1.43M | 0.03% | +4,238 | New |
| Core Alternative Capital | 4,234 | $1.43M | 0.43% | +85+2.0% | Added |
| Revisor Wealth Management LLC | 4,209 | $1.42M | 0.34% | +430+11.4% | Added |
| Atlas Brown,Inc. | 4,199 | $1.42M | 0.38% | +3+0.1% | Added |
| TownSquare Capital, LLC | 4,179 | $1.41M | 0.26% | +368+9.7% | Added |
| Pure Financial Advisors, Inc. | 4,175 | $1.41M | 0.02% | +329+8.6% | Added |
| Parrish Capital LLC | 4,167 | $1.41M | 1.36% | −703−14.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,164 | $1.41M | 0.07% | +571+15.9% | Added |
| Thoroughbred Financial Services, LLC | 4,159 | $1.41M | 0.07% | −163−3.8% | Reduced |
| Victrix Investment Advisors | 4,147 | $1.40M | 0.59% | −212−4.9% | Reduced |
| Paul Damon & Associates, Inc. | 4,144 | $1.40M | 0.54% | −163−3.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,123 | $1.39M | 0.63% | +600+17.0% | Added |
| Marathon Wealth Advisors LLC | 4,123 | $1.39M | 0.48% | +6+0.1% | Added |
| BSW Wealth Partners | 4,122 | $1.39M | 0.16% | −177−4.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,120 | $1.39M | 0.34% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 4,109 | $1.39M | 1.14% | +430+11.7% | Added |