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 |
|---|---|---|---|---|---|
| Partnership Wealth Management, LLC | 1,010 | $341.6K | 0.23% | 00.0% | Unchanged |
| Accel Wealth Management | 1,009 | $341.2K | 0.08% | −24−2.3% | Reduced |
| Factorial Partners, LLC | 1,000 | $341.0K | 100.00% | −4,100−80.4% | Reduced |
| Greenwich Wealth Management LLC | 1,009 | $341.0K | 0.01% | +51+5.3% | Added |
| Certified Advisory Corp | 1,008 | $340.8K | 0.03% | +40+4.1% | Added |
| Baron Wealth Management LLC | 1,007 | $340.7K | 0.09% | +11+1.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,006 | $340.3K | 0.02% | +1,006 | New |
| Avantra Family Wealth, Inc. | 1,006 | $340.3K | 0.22% | 00.0% | Unchanged |
| First PREMIER Bank | 1,006 | $340.0K | 0.05% | −67−6.2% | Reduced |
| Archetype Wealth Partners | 1,006 | $340.0K | 0.04% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,005 | $339.9K | 0.01% | −19−1.9% | Reduced |
| Capital Performance Advisors LLP | 1,004 | $339.6K | 0.02% | −472−32.0% | Reduced |
| IPG Investment Advisors LLC | 1,003 | $339.3K | 0.05% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 1,001 | $338.6K | 0.08% | +1,001 | New |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $338.3K | 0.01% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $338.3K | 0.09% | −10−1.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,000 | $338.3K | 0.11% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,000 | $338.3K | 0.07% | +50+5.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 999 | $337.9K | 0.01% | −9−0.9% | Reduced |
| Redmond Asset Management, LLC | 998 | $337.6K | 0.08% | −90−8.3% | Reduced |
| Farringdon Capital, Ltd. | 998 | $337.6K | 0.17% | +998 | New |
| Johnson Financial Group, Inc. | 997 | $337.2K | 0.01% | −75−7.0% | Reduced |
| Heartwood Wealth Advisors LLC | 992 | $335.5K | 0.03% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 989 | $334.5K | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 989 | $334.5K | 0.03% | +71+7.7% | Added |
| Bestgate Wealth Advisors, LLC | 988 | $334.2K | 0.53% | −48−4.6% | Reduced |
| Avenue 1 Advisors, LLC | 988 | $334.2K | 0.09% | −26−2.6% | Reduced |
| Royal Fund Management, LLC | 987 | $334.1K | 0.03% | +15+1.5% | Added |
| Commonwealth Financial Services, LLC | 986 | $333.5K | 0.04% | +153+18.4% | Added |
| Xxi Wealth, LLC | 986 | $333.5K | 0.15% | +78+8.6% | Added |
| LRI Investments, LLC | 986 | $333.4K | 0.03% | −26−2.6% | Reduced |
| American Trust | 985 | $333.2K | 0.03% | +310+45.9% | Added |
| NavPoint Financial, Inc. | 981 | $331.8K | 0.12% | 00.0% | Unchanged |
| Act Two Investors LLC | 979 | $331.1K | 0.07% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 975 | $329.8K | 0.08% | −103−9.6% | Reduced |
| Flagship Wealth Advisors, LLC | 975 | $329.8K | 0.07% | +464+90.8% | Added |
| EPG Wealth Management LLC | 975 | $329.8K | 0.08% | +1+0.1% | Added |
| Godsey & Gibb Associates | 972 | $328.8K | 0.03% | −33−3.3% | Reduced |
| MW Advisory, LLC | 971 | $328.5K | 0.13% | +971 | New |
| Garrison Point Advisors, LLC | 970 | $328.1K | 0.13% | 00.0% | Unchanged |
| Seeds Investor LLC | 969 | $327.7K | 0.03% | +61+6.7% | Added |
| FourThought Financial Partners, LLC | 966 | $326.7K | 0.03% | +16+1.7% | Added |
| Signal Advisors Wealth, LLC | 965 | $326.5K | 0.02% | +965 | New |
| Convergence Investment Partners, LLC | 964 | $326.1K | 0.03% | −76−7.3% | Reduced |
| WealthSpring Partners, LLC | 962 | $325.4K | 0.28% | +1+0.1% | Added |
| FLC Capital Advisors | 955 | $323.0K | 0.05% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 954 | $322.7K | 0.05% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 952 | $322.0K | 0.30% | −372−28.1% | Reduced |
| Vance Wealth, Inc. | 950 | $321.4K | 0.07% | +118+14.2% | Added |
| Corps Capital Advisors, LLC | 948 | $320.7K | 0.26% | +948 | New |
| HC Advisors, LLC | 946 | $320.3K | 0.19% | +1+0.1% | Added |
| Harbor Group, Inc. | 945 | $319.8K | 0.04% | +3+0.3% | Added |
| Sunpointe, LLC | 943 | $319.0K | 0.09% | −630−40.1% | Reduced |
| Kestra Investment Management, LLC | 943 | $318.9K | 0.01% | +943 | New |
| Westside Investment Management, Inc. | 939 | $317.6K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 938 | $317.3K | 0.04% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 934 | $315.9K | 0.03% | −1−0.1% | Reduced |
| Formidable Asset Management, LLC | 1,044 | $315.8K | 0.05% | −79−7.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $315.2K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 931 | $314.9K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 931 | $314.9K | 0.13% | +15+1.6% | Added |
| Thompson David Blair | 931 | $314.9K | 0.16% | +931 | New |
| Hyperion Capital Advisors LP | 930 | $314.6K | 0.14% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 929 | $314.5K | 0.03% | +95+11.4% | Added |
| German American Bancorp, Inc. | 927 | $313.6K | 0.02% | +122+15.2% | Added |
| Per Stirling Capital Management, LLC. | 926 | $313.2K | 0.03% | +28+3.1% | Added |
| Athena Investment Management | 924 | $312.5K | 0.19% | −947−50.6% | Reduced |
| Sheets Smith Wealth Management | 924 | $312.4K | 0.03% | +1+0.1% | Added |
| WT Wealth Management | 923 | $312.2K | 0.09% | 00.0% | Unchanged |
| Syverson Strege & Co | 921 | $311.5K | 0.07% | −8−0.9% | Reduced |
| Ackerman Capital Advisors, LLC | 920 | $311.2K | 0.06% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 920 | $311.1K | 0.11% | +2+0.2% | Added |
| CJM Wealth Advisers, Ltd. | 919 | $310.9K | 0.08% | −38−4.0% | Reduced |
| Stephenson & Company, Inc. | 918 | $310.5K | 0.15% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 917 | $310.4K | 0.10% | +28+3.1% | Added |
| Jacobsen Capital Management | 916 | $309.8K | 0.09% | +16+1.8% | Added |
| Argos Wealth Advisors, LLC | 915 | $309.5K | 0.08% | +30+3.4% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 913 | $308.8K | 0.24% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 912 | $308.5K | 0.13% | −93−9.3% | Reduced |
| Vista Investment Partners LLC | 909 | $307.5K | 0.08% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 907 | $306.9K | 0.14% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 907 | $306.8K | 0.02% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 906 | $306.5K | 0.12% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 905 | $306.0K | 0.01% | +200+28.4% | Added |
| Core Wealth Advisors, Inc. | 904 | $305.8K | 0.06% | +904 | New |
| Financial Consulate, Inc | 902 | $305.2K | 0.03% | +12+1.3% | Added |
| Sovran Advisors, LLC | 906 | $305.1K | 0.02% | −29−3.1% | Reduced |
| Sterling Investment Counsel, LLC | 902 | $305.0K | 0.07% | −32−3.4% | Reduced |
| Orca Wealth Management, LLC | 902 | $305.0K | 0.18% | −104−10.3% | Reduced |
| Dutch Asset Corp | 901 | $305.0K | 0.15% | +96+11.9% | Added |
| Talbot Financial, LLC | 900 | $304.4K | 0.02% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 900 | $304.4K | 0.26% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 871 | $304.0K | 0.18% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 897 | $303.4K | 0.12% | +175+24.2% | Added |
| City Center Advisors, LLC | 894 | $302.4K | 0.24% | +37+4.3% | Added |
| Good Steward Wealth Advisors,LLC | 892 | $301.7K | 0.18% | −69−7.2% | Reduced |
| Becker Capital Management Inc | 892 | $301.7K | 0.01% | +84+10.4% | Added |
| Barlow Wealth Partners, Inc. | 896 | $301.4K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 889 | $300.7K | 0.12% | +15+1.7% | Added |
| General Partner, Inc. | 886 | $299.7K | 0.16% | 00.0% | Unchanged |