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 |
|---|---|---|---|---|---|
| Drucker Wealth 3.0, LLC | 2,410 | $815.0K | 0.13% | +62+2.6% | Added |
| Unified Investment Management | 2,401 | $812.1K | 0.76% | −33−1.4% | Reduced |
| Confluence Investment Management LLC | 2,400 | $811.8K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $811.8K | 0.38% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 2,400 | $811.8K | 0.03% | +2,400 | New |
| Sound Income Strategies, LLC | 2,399 | $811.6K | 0.04% | +61+2.6% | Added |
| Weaver Consulting Group | 2,394 | $809.8K | 0.17% | +15+0.6% | Added |
| CoreFirst Bank & Trust | 2,393 | $809.4K | 0.40% | −100−4.0% | Reduced |
| One Wealth Advisors, LLC | 2,388 | $807.7K | 0.09% | +107+4.7% | Added |
| Sierra Capital LLC | 2,386 | $807.1K | 0.08% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,382 | $805.7K | 0.11% | +125+5.5% | Added |
| Northbridge Financial Group, LLC | 2,380 | $805.2K | 0.31% | +178+8.1% | Added |
| FWL Investment Management, LLC | 2,376 | $803.7K | 0.15% | +48+2.1% | Added |
| Bristol John W & Co Inc | 2,351 | $795.2K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,345 | $793.1K | 0.04% | +7+0.3% | Added |
| Trustmark National Bank Trust Department | 2,343 | $792.5K | 0.05% | −19−0.8% | Reduced |
| Millstone Evans Group, LLC | 2,342 | $792.2K | 0.43% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,339 | $791.2K | 0.08% | +339+17.0% | Added |
| Allen Investment Management LLC | 2,338 | $790.8K | 0.01% | −941−28.7% | Reduced |
| Meridian Wealth Advisors, LLC | 2,337 | $790.5K | 0.09% | +36+1.6% | Added |
| Empirical Asset Management, LLC | 2,333 | $789.3K | 0.18% | +76+3.4% | Added |
| PFC Capital Group, Inc. | 2,335 | $789.0K | 0.30% | 00.0% | Unchanged |
| Centennial Bank | 2,331 | $788.5K | 0.25% | −100−4.1% | Reduced |
| Oslo Pensjonsforsikring AS | 2,330 | $788.1K | 0.09% | +158+7.3% | Added |
| Integrated Advisors Network LLC | 2,326 | $786.8K | 0.04% | −495−17.5% | Reduced |
| Monetary Management Group Inc | 2,325 | $786.4K | 0.16% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,324 | $786.4K | 0.31% | 00.0% | Unchanged |
| Davis R M Inc | 2,323 | $785.7K | 0.01% | +1,412+155.0% | Added |
| MFA Wealth Services | 2,322 | $785.3K | 0.47% | −658−22.1% | Reduced |
| Harbor Investment Advisory, LLC | 2,318 | $784.1K | 0.05% | −1,985−46.1% | Reduced |
| Round Rock Advisors, LLC | 2,316 | $783.3K | 0.10% | +19+0.8% | Added |
| Palisades Hudson Asset Management, L.P. | 2,315 | $783.0K | 0.27% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,352 | $782.1K | 0.03% | +268+12.9% | Added |
| Sovereign Financial Group, Inc. | 2,312 | $781.9K | 0.12% | −110−4.5% | Reduced |
| ORG Wealth Partners, LLC | 2,302 | $778.7K | 0.12% | +79+3.6% | Added |
| Crumly & Associates Inc. | 2,302 | $778.7K | 0.15% | −1,432−38.4% | Reduced |
| Kozak & Associates, Inc. | 2,234 | $777.5K | 0.13% | +4+0.2% | Added |
| Custom Index Systems, LLC | 2,287 | $773.6K | 0.28% | +25+1.1% | Added |
| TRB Wealth Management, LLC | 2,282 | $771.9K | 0.10% | −150−6.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,281 | $771.5K | 0.04% | +2,281 | New |
| Blalock Williams, LLC | 2,275 | $769.5K | 0.50% | +61+2.8% | Added |
| Relyea Zuckerberg Hanson LLC | 2,266 | $766.5K | 0.06% | +549+32.0% | Added |
| Connecticut Wealth Management, LLC | 2,264 | $765.8K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,263 | $765.5K | 0.02% | −26,718−92.2% | Reduced |
| Consultiva Wealth Management, Corp. | 2,262 | $765.1K | 1.72% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,261 | $764.9K | 0.12% | −57−2.5% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $764.1K | 0.16% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,258 | $763.8K | 0.07% | +625+38.3% | Added |
| Linscomb & Williams, Inc. | 2,251 | $761.4K | 0.03% | −560−19.9% | Reduced |
| Birch Hill Investment Advisors LLC | 2,250 | $761.1K | 0.03% | −31−1.4% | Reduced |
| Professional Advisory Services Inc | 2,250 | $761.0K | 0.09% | +750+50.0% | Added |
| Raleigh Capital Management Inc. | 2,250 | $760.9K | 0.24% | −108−4.6% | Reduced |
| United Community Bank | 2,249 | $760.7K | 0.24% | −13−0.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,246 | $759.0K | 0.20% | −80−3.4% | Reduced |
| Howland Capital Management LLC | 2,243 | $758.7K | 0.03% | +38+1.7% | Added |
| Northside Capital Management, LLC | 2,235 | $756.0K | 0.06% | 00.0% | Unchanged |
| Perpetual Ltd | 2,211 | $747.9K | 0.01% | +10+0.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,204 | $745.5K | 0.11% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,194 | $742.2K | 0.04% | −15−0.7% | Reduced |
| Fell Capital Management | 2,190 | $740.8K | 0.62% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,190 | $740.8K | 0.19% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,189 | $740.3K | 0.06% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,186 | $739.4K | 0.46% | +71+3.4% | Added |
| Marest Capital, LLC | 2,180 | $737.6K | 0.37% | +22+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,178 | $736.7K | 0.01% | +621+39.9% | Added |
| Wellspring Financial Advisors, LLC | 2,171 | $734.5K | 0.05% | +10.0% | Added |
| Kane Investment Management, Inc. | 2,169 | $733.6K | 0.31% | −26−1.2% | Reduced |
| Westmount Partners, LLC | 2,163 | $731.8K | 0.16% | −1,399−39.3% | Reduced |
| Lansing Street Advisors | 2,162 | $731.3K | 0.16% | +25+1.2% | Added |
| Saxon Interests, Inc. | 2,158 | $729.9K | 0.20% | −193−8.2% | Reduced |
| Alteri Wealth LLC | 2,148 | $726.5K | 0.20% | +371+20.9% | Added |
| Horizon Wealth Management, LLC | 2,144 | $725.3K | 0.09% | +2+0.1% | Added |
| Addison Capital Co | 2,144 | $725.2K | 0.12% | 00.0% | Unchanged |
| Keel Point, LLC | 2,143 | $724.9K | 0.04% | +168+8.5% | Added |
| JFS Wealth Advisors, LLC | 2,143 | $724.9K | 0.04% | +178+9.1% | Added |
| Shufro Rose & Co LLC | 2,142 | $724.5K | 0.04% | −217−9.2% | Reduced |
| Traphagen Investment Advisors LLC | 2,142 | $724.4K | 0.05% | −106−4.7% | Reduced |
| Pictet & Cie (Europe) SA | 2,141 | $724.2K | 0.01% | +1,405+190.9% | Added |
| MEMBERS Trust Co | 2,139 | $723.5K | 0.02% | −21−1.0% | Reduced |
| Visionary Wealth Advisors | 2,137 | $722.9K | 0.03% | +53+2.5% | Added |
| Kathmere Capital Management, LLC | 2,134 | $721.8K | 0.04% | +200+10.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,133 | $721.4K | 0.04% | +91+4.5% | Added |
| First Bank & Trust | 2,130 | $720.5K | 0.11% | −2,204−50.9% | Reduced |
| one8zero8, LLC | 2,130 | $720.5K | 0.14% | −45−2.1% | Reduced |
| Bangor Savings Bank | 2,128 | $719.8K | 0.05% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,127 | $719.3K | 0.16% | −18−0.8% | Reduced |
| SmartHarvest Portfolios, LLC | 2,121 | $717.5K | 0.23% | +297+16.3% | Added |
| PW Nova Financial Services LLC | 2,121 | $717.4K | 0.15% | −26−1.2% | Reduced |
| Essex Savings Bank | 2,118 | $716.4K | 0.15% | −10.0% | Reduced |
| Philip James Wealth Mangement, LLC | 2,109 | $713.4K | 0.08% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,107 | $712.5K | 0.10% | +790+60.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,095 | $711.2K | 0.02% | +2,095 | New |
| Alta Advisers Ltd | 2,102 | $711.0K | 0.16% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,102 | $710.9K | 0.07% | −36−1.7% | Reduced |
| Compass Capital Corp | 2,086 | $710.8K | 0.23% | −90−4.1% | Reduced |
| Aries Wealth Management | 2,098 | $709.6K | 0.14% | 00.0% | Unchanged |
| Clarendon Private LLC | 2,097 | $709.3K | 0.46% | +28+1.4% | Added |
| Pitcairn Wealth Advisors LLC | 2,096 | $709.2K | 0.08% | −93−4.2% | Reduced |
| Camden National Bank | 2,092 | $707.6K | 0.09% | +11+0.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,084 | $704.9K | 0.10% | +53+2.6% | Added |