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
Q3 2026 data is still coming in: 10 institutions have reported holding AXP so far. See Q3 2026
- Institutional holders
- 3,022
- +147 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
- 262
- 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 2,821 | $954.2K | 0.07% | +55+2.0% | Added |
| Schnieders Capital Management, LLC. | 2,813 | $951.6K | 0.12% | +1,682+148.7% | Added |
| Brevan Howard Capital Management LP | 2,805 | $948.8K | 0.01% | −12,084−81.2% | Reduced |
| Yoffe Investment Management, LLC | 2,800 | $947.1K | 1.08% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $947.1K | 0.53% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $947.1K | 0.44% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 2,797 | $946.1K | 0.78% | −573−17.0% | Reduced |
| Ocean Capital Management, LLC | 2,795 | $945.5K | 0.18% | +5+0.2% | Added |
| Greystone Financial Group, LLC | 2,793 | $944.6K | 0.26% | −244−8.0% | Reduced |
| Founders Financial Securities LLC | 2,790 | $943.7K | 0.05% | −487−14.9% | Reduced |
| Values First Advisors, Inc. | 2,787 | $942.5K | 0.43% | −923−24.9% | Reduced |
| Outfitter Financial LLC | 2,785 | $942.0K | 0.66% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,783 | $941.4K | 0.25% | +2+0.1% | Added |
| Sentinus, LLC | 2,779 | $940.1K | 0.08% | +216+8.4% | Added |
| Ballast, Inc. | 2,776 | $939.0K | 0.18% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,770 | $937.0K | 0.01% | +88+3.3% | Added |
| Central Bank & Trust Co | 2,770 | $937.0K | 0.13% | 00.0% | Unchanged |
| Benin Management CORP | 2,763 | $934.6K | 0.19% | −100−3.5% | Reduced |
| Klingman & Associates, LLC | 2,760 | $933.6K | 0.04% | +65+2.4% | Added |
| Millington Financial Advisors, LLC | 2,618 | $930.4K | 0.37% | +3+0.1% | Added |
| LS Investment Advisors, LLC | 2,746 | $928.8K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,742 | $927.5K | 0.08% | +253+10.2% | Added |
| Hantz Financial Services, Inc. | 2,741 | $927.0K | 0.01% | +698+34.2% | Added |
| Midwest Financial Group LLC | 2,733 | $924.4K | 0.32% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,729 | $923.1K | 0.17% | +229+9.2% | Added |
| Navellier & Associates Inc | 2,726 | $922.1K | 0.07% | +1,526+127.2% | Added |
| Purus Wealth Management, LLC | 2,702 | $913.9K | 0.25% | +17+0.6% | Added |
| Financial Planning Hawaii, Inc. | 2,701 | $913.7K | 0.49% | +366+15.7% | Added |
| Bamco Inc | 2,700 | $913.3K | 0.00% | +2,700 | New |
| Kavar Capital Partners Group, LLC | 2,699 | $912.9K | 0.11% | +56+2.1% | Added |
| Integrity Alliance, LLC. | 2,696 | $912.3K | 0.03% | −15−0.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,654 | $912.1K | 0.05% | +433+19.5% | Added |
| Fortune Financial Advisors, LLC | 2,693 | $910.8K | 0.39% | +2+0.1% | Added |
| Hartford Financial Management Inc. | 2,685 | $908.2K | 0.20% | −5−0.2% | Reduced |
| Old North State Trust, LLC | 2,685 | $908.0K | 0.47% | +246+10.1% | Added |
| RFP Financial Group LLC | 2,674 | $904.6K | 0.41% | +117+4.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,673 | $904.3K | 0.11% | +3+0.1% | Added |
| Sendero Wealth Management, LLC | 2,672 | $903.8K | 0.09% | +4+0.1% | Added |
| Waddell & Associates, LLC | 2,662 | $900.4K | 0.04% | −348−11.6% | Reduced |
| Channel Wealth LLC | 2,655 | $898.1K | 0.20% | +50+1.9% | Added |
| Ridgewood Investments LLC | 2,647 | $895.4K | 0.34% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,646 | $894.9K | 0.03% | +181+7.3% | Added |
| Silverberg Bernstein Capital Management LLC | 2,645 | $894.7K | 0.34% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,640 | $893.0K | 0.20% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,637 | $892.0K | 0.03% | +1,957+287.8% | Added |
| Borer Denton & Associates, Inc. | 2,637 | $891.9K | 0.29% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,637 | $891.9K | 0.14% | +7+0.3% | Added |
| Umpqua Bank | 2,635 | $891.3K | 0.20% | +22+0.8% | Added |
| Strategic Blueprint, LLC | 2,622 | $886.8K | 0.04% | +142+5.7% | Added |
| Transcend Wealth Collective, LLC | 2,617 | $885.0K | 0.06% | −4−0.2% | Reduced |
| Sigma Investment Counselors Inc | 2,616 | $884.9K | 0.04% | −760−22.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,616 | $884.9K | 0.43% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 2,611 | $883.2K | 0.48% | +2,611 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,609 | $882.5K | 0.08% | −11−0.4% | Reduced |
| TritonPoint Partners, LLC | 2,604 | $881.0K | 0.07% | +1,357+108.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,603 | $880.5K | 0.08% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 2,600 | $879.5K | 0.24% | +479+22.6% | Added |
| LongView Wealth Management | 2,593 | $877.2K | 0.23% | −127−4.7% | Reduced |
| Sandler Capital Management | 2,588 | $875.4K | 0.52% | +2,588 | New |
| Chapman Financial Group, LLC | 2,585 | $874.4K | 0.58% | 00.0% | Unchanged |
| Indivisible Partners | 2,584 | $874.1K | 0.05% | +349+15.6% | Added |
| Gradient Investments LLC | 2,580 | $872.7K | 0.01% | +1,074+71.3% | Added |
| Tritonpoint Wealth, LLC | 2,569 | $869.1K | 0.09% | −189−6.9% | Reduced |
| Exchange Bank | 2,568 | $868.6K | 0.54% | 00.0% | Unchanged |
| American National Bank | 2,566 | $867.9K | 0.07% | +8+0.3% | Added |
| Third View Private Wealth, LLC | 2,555 | $864.2K | 0.11% | +289+12.8% | Added |
| Avantax Planning Partners, Inc. | 2,549 | $862.4K | 0.02% | +10.0% | Added |
| Twin Lakes Capital Management, LLC | 2,530 | $855.6K | 0.33% | +4+0.2% | Added |
| Keystone Financial Group | 2,514 | $850.3K | 0.05% | +262+11.6% | Added |
| Amplius Wealth Advisors, LLC | 2,512 | $849.7K | 0.06% | +1,036+70.2% | Added |
| Arrow Financial Corp | 2,509 | $848.7K | 0.08% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,508 | $848.4K | 0.27% | +537+27.2% | Added |
| Palogic Value Management, L.P. | 2,506 | $847.7K | 0.30% | 00.0% | Unchanged |
| Elevated Financial Group LLC | 2,504 | $847.1K | 0.24% | −650−20.6% | Reduced |
| Alphadyne Asset Management LP | 2,501 | $846.0K | 0.04% | −18,794−88.3% | Reduced |
| Basepoint Wealth LLC | 2,498 | $845.0K | 0.48% | −211−7.8% | Reduced |
| Perennial Investment Advisors, LLC | 2,484 | $840.6K | 0.06% | +28+1.1% | Added |
| Arvest Investments, Inc. | 2,480 | $838.9K | 0.10% | +2+0.1% | Added |
| Cherry Tree Wealth Management, LLC | 2,480 | $838.7K | 0.16% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,475 | $837.2K | 0.06% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,474 | $836.7K | 0.09% | +1,772+252.4% | Added |
| Union Savings Bank | 2,472 | $836.1K | 0.34% | −12−0.5% | Reduced |
| Plan A Wealth LLC | 2,460 | $832.1K | 0.35% | +237+10.7% | Added |
| Keebeck Wealth Management, LLC | 2,460 | $832.1K | 0.08% | +773+45.8% | Added |
| Brookwood Investment Group LLC | 2,451 | $829.0K | 0.10% | −178−6.8% | Reduced |
| Opal Wealth Advisors, LLC | 2,449 | $828.4K | 0.18% | +3+0.1% | Added |
| Oak Thistle LLC | 2,448 | $828.0K | 0.08% | +2,448 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,437 | $824.3K | 0.08% | +49+2.1% | Added |
| Lavaca Capital LLC | 2,437 | $824.3K | 0.09% | +847+53.3% | Added |
| Coign Capital Advisors LLC | 2,431 | $822.3K | 0.37% | +30+1.2% | Added |
| Indiana Trust & Investment Management CO | 2,426 | $820.6K | 0.22% | −100−4.0% | Reduced |
| Stonebridge Financial Group, LLC | 2,427 | $820.0K | 0.11% | +2,427 | New |
| Financial Solutions Advisory Group, Inc. | 2,365 | $820.0K | 0.10% | −110−4.4% | Reduced |
| Plancorp, LLC | 2,313 | $819.8K | 0.02% | −1,598−40.9% | Reduced |
| Marietta Investment Partners LLC | 2,423 | $819.6K | 0.14% | −175−6.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,420 | $819.0K | 0.03% | −200−7.6% | Reduced |
| LM Advisors LLC | 2,423 | $819.0K | 0.09% | +1,689+230.1% | Added |
| Tobam | 2,416 | $817.0K | 0.20% | −2,096−46.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,413 | $816.2K | 0.23% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,412 | $815.9K | 0.13% | +10.0% | Added |