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: 16 institutions have reported holding AXP so far. See Q3 2026
- Institutional holders
- 3,021
- +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
- 1,214 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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 1,566 | $529.6K | 0.09% | +92+6.2% | Added |
| Wealthstar Advisors, LLC | 1,563 | $528.7K | 0.26% | +132+9.2% | Added |
| True North Advisors, LLC | 1,560 | $527.6K | 0.05% | +65+4.3% | Added |
| Granite Islands Private Wealth, LLC | 1,557 | $526.7K | 0.39% | 00.0% | Unchanged |
| Vantus Wealth LLC | 1,555 | $526.0K | 0.28% | +1,555 | New |
| Consolidated Planning Corp | 1,553 | $525.3K | 0.07% | −31−2.0% | Reduced |
| DDD Partners, LLC | 1,549 | $523.9K | 0.03% | −65−4.0% | Reduced |
| Ethos Financial Group, LLC | 1,576 | $523.9K | 0.04% | +519+49.1% | Added |
| Optas, LLC | 1,548 | $523.6K | 0.07% | +79+5.4% | Added |
| Mirabella Financial Services LLP | 1,546 | $522.9K | 0.05% | +147+10.5% | Added |
| LMCG Investments, LLC | 1,542 | $521.6K | 0.03% | −9−0.6% | Reduced |
| CPA Asset Management LLC | 1,541 | $521.2K | 0.15% | −31−2.0% | Reduced |
| Commerce Advisors, LLC | 1,541 | $521.2K | 0.28% | +16+1.0% | Added |
| Delta Asset Management LLC | 1,538 | $520.2K | 0.04% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,536 | $519.6K | 0.36% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,535 | $519.3K | 0.05% | +2+0.1% | Added |
| Investors Research Corp | 1,534 | $518.9K | 0.09% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,532 | $518.3K | 0.09% | −437−22.2% | Reduced |
| MV Capital Management, Inc. | 1,530 | $517.5K | 0.05% | +20+1.3% | Added |
| Boit C F David | 1,525 | $515.8K | 0.22% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,524 | $515.7K | 0.13% | −252−14.2% | Reduced |
| Optima Capital LLC | 1,524 | $515.5K | 0.20% | +12+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 1,519 | $513.8K | 0.06% | +185+13.9% | Added |
| Waldron Private Wealth LLC | 1,517 | $513.1K | 0.02% | +10+0.7% | Added |
| Osterweis Capital Management Inc | 1,515 | $512.4K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,515 | $512.3K | 0.29% | +115+8.2% | Added |
| West Family Investments, Inc. | 1,509 | $510.4K | 0.15% | +40+2.7% | Added |
| CSM Advisors, LLC | 1,507 | $510.0K | 0.01% | +7+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,504 | $508.7K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,502 | $508.1K | 0.13% | −16−1.1% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $507.4K | 0.23% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,497 | $506.4K | 0.08% | +439+41.5% | Added |
| Liberty Wealth Management LLC | 1,673 | $506.0K | 0.06% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,495 | $505.6K | 0.03% | +127+9.3% | Added |
| Old Port Advisors | 1,493 | $505.0K | 0.10% | +146+10.8% | Added |
| Aire Advisors, LLC | 1,492 | $504.7K | 0.08% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,488 | $503.3K | 0.32% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,488 | $503.3K | 0.02% | +400+36.8% | Added |
| FORA Capital, LLC | 1,488 | $503.1K | 0.03% | −12,626−89.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,484 | $502.0K | 0.12% | −180−10.8% | Reduced |
| LCNB Corp | 1,483 | $501.6K | 0.15% | +10+0.7% | Added |
| Elmwood Wealth Management, Inc. | 1,482 | $501.3K | 0.13% | +797+116.4% | Added |
| UMA Financial Services, Inc. | 1,479 | $500.4K | 0.06% | +1+0.1% | Added |
| Versant Capital Management, Inc | 1,477 | $499.6K | 0.04% | −229−13.4% | Reduced |
| First Business Financial Services, Inc. | 1,475 | $498.9K | 0.04% | +3+0.2% | Added |
| 55 North Private Wealth, LLC | 1,474 | $498.6K | 0.10% | +25+1.7% | Added |
| SLT Holdings LLC | 1,474 | $498.6K | 0.32% | +107+7.8% | Added |
| Eagle Strategies LLC | 1,464 | $495.2K | 0.05% | +1,464 | New |
| Centaurus Financial, Inc. | 1,460 | $494.0K | 0.02% | −201−12.1% | Reduced |
| Barton Investment Management | 1,460 | $493.8K | 0.07% | −65−4.3% | Reduced |
| Crew Capital Management, Ltd. | 1,460 | $493.8K | 0.27% | 00.0% | Unchanged |
| Centric Wealth Management | 1,543 | $492.6K | 0.08% | 00.0% | Unchanged |
| First National Bank | 1,452 | $491.1K | 0.19% | 00.0% | Unchanged |
| Onefund, LLC | 1,450 | $490.5K | 0.28% | −26−1.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,446 | $489.0K | 0.17% | −144−9.1% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $487.8K | 0.14% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,439 | $486.7K | 0.04% | −53−3.6% | Reduced |
| Northwest Bancshares, Inc. | 1,439 | $486.7K | 0.09% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,432 | $484.3K | 0.19% | +1+0.1% | Added |
| Hudock, Inc. | 1,431 | $484.0K | 0.06% | +300+26.5% | Added |
| Mendel Capital Management LLC | 1,429 | $483.4K | 0.22% | +4+0.3% | Added |
| Compass Financial Management LLC | 1,414 | $483.2K | 0.06% | +1,414 | New |
| Redwood Investment Management, LLC | 1,423 | $481.0K | 0.05% | +5+0.4% | Added |
| Forza Wealth Management, LLC | 1,416 | $479.0K | 0.15% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,408 | $476.4K | 0.09% | +5+0.4% | Added |
| Tortoise Investment Management, LLC | 1,407 | $475.9K | 0.04% | +94+7.2% | Added |
| Terra Nova Asset Management LLC | 1,406 | $475.5K | 0.29% | +4+0.3% | Added |
| Swiss Re Ltd | 1,403 | $474.6K | 0.04% | +1,298+1,236.2% | Added |
| ELCO Management Co., LLC | 1,400 | $473.6K | 0.20% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 1,399 | $473.4K | 0.08% | +1,399 | New |
| Regal Investment Advisors LLC | 1,399 | $473.2K | 0.02% | +99+7.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,401 | $472.0K | 0.00% | +98+7.5% | Added |
| GWN Securities Inc. | 1,394 | $471.6K | 0.08% | +267+23.7% | Added |
| Mechanics Bank Trust Department | 1,393 | $471.2K | 0.06% | +193+16.1% | Added |
| Heritage Wealth Advisors | 1,392 | $470.8K | 0.02% | −48−3.3% | Reduced |
| Rebalance, LLC | 1,386 | $468.8K | 0.02% | +30+2.2% | Added |
| Legato Capital Management LLC | 1,384 | $468.1K | 0.04% | −520−27.3% | Reduced |
| Sienna Gestion | 1,357 | $467.7K | 0.03% | +1,357 | New |
| SeaCrest Wealth Management, LLC | 1,382 | $467.4K | 0.05% | −1,544−52.8% | Reduced |
| Westover Capital Advisors, LLC | 1,380 | $466.8K | 0.08% | 00.0% | Unchanged |
| Prudent Investors Network | 1,377 | $465.8K | 0.09% | +100+7.8% | Added |
| Prosperity Bancshares Inc | 1,376 | $465.4K | 0.30% | −74−5.1% | Reduced |
| Wrapmanager Inc | 1,375 | $465.4K | 0.15% | −17−1.2% | Reduced |
| Prospect Hill Management, LLC | 1,375 | $465.1K | 0.18% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,371 | $463.7K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,369 | $463.1K | 0.05% | +16+1.2% | Added |
| Washington Trust Bank | 1,366 | $462.1K | 0.03% | −24−1.7% | Reduced |
| Five Oceans Advisors | 1,366 | $462.1K | 0.15% | −6−0.4% | Reduced |
| Invested Advisors | 1,365 | $461.7K | 0.41% | −99−6.8% | Reduced |
| Centerpoint Advisory Group | 1,364 | $461.4K | 0.29% | 00.0% | Unchanged |
| Enclave Advisors LLC | 1,359 | $459.7K | 0.06% | −149−9.9% | Reduced |
| OneAscent Wealth Management LLC | 1,358 | $459.3K | 0.14% | −321−19.1% | Reduced |
| Coston, McIsaac & Partners | 1,357 | $459.0K | 0.09% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,354 | $458.7K | 0.01% | +8+0.6% | Added |
| Legacy Private Trust Co. | 1,355 | $458.3K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,405 | $458.3K | 0.14% | −4−0.3% | Reduced |
| Pines Wealth Management, LLC | 1,355 | $458.3K | 0.13% | −184−12.0% | Reduced |
| Monticello Wealth Management, LLC | 1,354 | $458.0K | 0.03% | +65+5.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,350 | $456.8K | 0.19% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,350 | $456.6K | 0.06% | +31+2.4% | Added |