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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Woodley Farra Manion Portfolio Management Inc | 886 | $299.7K | 0.01% | +21+2.4% | Added |
| SMART Wealth LLC | 885 | $299.4K | 0.06% | −163−15.6% | Reduced |
| Strid Group, LLC | 885 | $299.2K | 0.03% | +1+0.1% | Added |
| KLCM Advisors, Inc. | 883 | $298.5K | 0.02% | 00.0% | Unchanged |
| Dearborn Partners LLC | 880 | $297.7K | 0.02% | +21+2.4% | Added |
| Fortress Wealth Group, LLC | 910 | $296.8K | 0.10% | +30+3.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 877 | $296.7K | 0.40% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 877 | $296.5K | 0.03% | +2+0.2% | Added |
| GSB Wealth Management, LLC | 874 | $295.6K | 0.06% | +6+0.7% | Added |
| Granite Harbor Advisors, Inc. | 873 | $295.3K | 0.12% | +8+0.9% | Added |
| Wedge Capital Management L L P | 872 | $295.0K | 0.00% | −163−15.7% | Reduced |
| Saxony Capital Management, LLC | 872 | $294.9K | 0.14% | −46−5.0% | Reduced |
| Lumbard & Kellner, LLC | 870 | $294.3K | 0.09% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 870 | $294.0K | 0.08% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 868 | $293.6K | 0.09% | +868 | New |
| Redwood Financial Network Corp | 867 | $293.3K | 0.16% | −68−7.3% | Reduced |
| Bollard Group LLC | 865 | $293.0K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 840 | $292.4K | 0.05% | +7+0.8% | Added |
| Hengehold Capital Management LLC | 857 | $289.9K | 0.02% | +14+1.7% | Added |
| TFC Financial Management | 855 | $289.4K | 0.03% | +7+0.8% | Added |
| FDx Advisors, Inc. | 855 | $289.0K | 0.09% | −31−3.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 853 | $288.5K | 0.03% | +3+0.4% | Added |
| Perryman Financial Advisory Inc | 852 | $288.3K | 0.04% | −79−8.5% | Reduced |
| Hopwood Financial Services, Inc. | 852 | $288.2K | 0.17% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 850 | $287.6K | 0.03% | +99+13.2% | Added |
| Center For Asset Management LLC | 851 | $287.6K | 0.13% | +52+6.5% | Added |
| Goepper Burkhardt LLC | 850 | $287.5K | 0.09% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 849 | $287.2K | 0.08% | −4−0.5% | Reduced |
| IMA Wealth, Inc. | 849 | $287.2K | 0.02% | +90+11.9% | Added |
| BlueStem Wealth Partners, LLC | 848 | $286.7K | 0.03% | +40+5.0% | Added |
| Broadway Wealth Solutions, Inc. | 845 | $285.8K | 0.13% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 843 | $285.2K | 0.03% | +843 | New |
| Voya Financial Advisors, Inc. | 836 | $285.0K | 0.03% | −257−23.5% | Reduced |
| Peachtree Investment Partners, LLC | 842 | $284.7K | 0.09% | −320−27.5% | Reduced |
| Orion Capital Management LLC | 840 | $284.1K | 0.09% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 840 | $284.1K | 0.19% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 838 | $283.5K | 0.01% | −2−0.2% | Reduced |
| Financial Council Asset Management Inc | 838 | $283.4K | 0.09% | 00.0% | Unchanged |
| OakTrust Wealth Advisors, LLC | 837 | $283.1K | 0.24% | −56−6.3% | Reduced |
| Iron Financial, LLC | 836 | $282.9K | 0.12% | −1−0.1% | Reduced |
| M. Kraus & Co | 836 | $282.8K | 0.08% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 832 | $281.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 831 | $281.1K | 0.01% | −82−9.0% | Reduced |
| Willner & Heller, LLC | 831 | $281.0K | 0.18% | +53+6.8% | Added |
| Weatherly Asset Management L. P. | 830 | $280.8K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 828 | $280.1K | 0.18% | −5−0.6% | Reduced |
| Cypress Point Wealth Management, LLC | 825 | $279.1K | 0.06% | +84+11.3% | Added |
| PCG Asset Management, LLC | 822 | $278.0K | 0.20% | +7+0.9% | Added |
| Buffalo Business & Estate Services Ltd | – | $277.1K | 0.03% | – | – |
| Hoge Financial Services, LLC | 818 | $276.8K | 0.13% | +37+4.7% | Added |
| Parkway Wealth Management Group, LLC | 817 | $276.4K | 0.03% | −1−0.1% | Reduced |
| Woodward Financial Advisors, Inc. | 817 | $276.4K | 0.09% | 00.0% | Unchanged |
| Lantz Financial LLC | 816 | $276.0K | 0.05% | +19+2.4% | Added |
| Collaborative Fund Advisors, LLC | 816 | $276.0K | 0.16% | +92+12.7% | Added |
| Am Investment Strategies LLC | 815 | $276.0K | 0.05% | +100+14.0% | Added |
| Horst & Graben Wealth Management LLC | 791 | $275.2K | 0.04% | 00.0% | Unchanged |
| Ewa, LLC | 813 | $275.0K | 0.05% | +44+5.7% | Added |
| 1832 Asset Management L.P. | 813 | $275.0K | 0.00% | −19−2.3% | Reduced |
| Shrier Wealth Management, LLC | 813 | $275.0K | 0.09% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 810 | $274.0K | 0.03% | −16−1.9% | Reduced |
| Excelsior Advisor Network LLC | 810 | $274.0K | 0.04% | +117+16.9% | Added |
| Pointe Capital Management LLC | 810 | $274.0K | 0.12% | +111+15.9% | Added |
| Silver Grove Financial Group, Inc. | 810 | $273.9K | 0.15% | +21+2.7% | Added |
| Foster Victor Wealth Advisors, LLC | 771 | $273.7K | 0.01% | −18−2.3% | Reduced |
| Navigate Wealth Management, LLC | 770 | $273.6K | 0.17% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 808 | $273.3K | 0.00% | −38−4.5% | Reduced |
| Blue Fin Capital, Inc. | 808 | $273.3K | 0.04% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 808 | $273.3K | 0.08% | +808 | New |
| Atlas Wealth LLC | 804 | $272.0K | 0.04% | −65−7.5% | Reduced |
| Sivia Capital Partners, LLC | 804 | $272.0K | 0.03% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 802 | $271.3K | 0.06% | −74−8.4% | Reduced |
| Close Asset Management Ltd | 801 | $271.0K | 0.01% | 00.0% | Unchanged |
| Atwater Malick LLC | 801 | $270.9K | 0.06% | +78+10.8% | Added |
| Old Second National Bank of Aurora | 800 | $270.6K | 0.05% | −23−2.8% | Reduced |
| Wexford Capital LP | 800 | $270.6K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 800 | $270.6K | 0.06% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $270.6K | 0.02% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 799 | $270.4K | 0.01% | +1+0.1% | Added |
| Ducere Wealth Management LLC | 799 | $270.1K | 0.08% | +799 | New |
| Van Hulzen Asset Management, LLC | 796 | $269.2K | 0.02% | +796 | New |
| Compton Wealth Advisory Group, LLC | 773 | $269.0K | 0.05% | −100−11.5% | Reduced |
| Goldstone Financial Group, LLC | 793 | $268.4K | 0.02% | +22+2.9% | Added |
| Ariston Services Group | 792 | $267.9K | 0.15% | +792 | Added |
| Legacy Financial Group, Inc. | 792 | $267.9K | 0.06% | +7+0.9% | Added |
| Dorato Capital Management | 760 | $266.4K | 0.18% | 00.0% | Unchanged |
| apricus wealth, LLC | 787 | $266.2K | 0.13% | 00.0% | Unchanged |
| Prostatis Group LLC | 783 | $265.0K | 0.06% | −59−7.0% | Reduced |
| Bellecapital International Ltd. | 783 | $264.9K | 0.04% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 782 | $264.5K | 0.03% | 00.0% | Unchanged |
| Motive Wealth Advisors | 782 | $264.5K | 0.11% | +25+3.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 781 | $264.2K | 0.01% | −289−27.0% | Reduced |
| PVG Asset Management Corp | 781 | $264.2K | 0.15% | 00.0% | Unchanged |
| Verum Partners LLC | 780 | $264.0K | 0.04% | +4+0.5% | Added |
| New England Capital Financial Advisors LLC | 775 | $262.2K | 0.06% | +1+0.1% | Added |
| LeConte Wealth Management, LLC | 775 | $262.2K | 0.14% | +47+6.5% | Added |
| Values Added Financial LLC | 774 | $261.8K | 0.09% | +72+10.3% | Added |
| Unique Wealth Strategies, LLC | 773 | $261.4K | 0.10% | −13−1.7% | Reduced |
| Tillman Hartley LLC | 770 | $260.5K | 0.06% | −23−2.9% | Reduced |
| TrueWealth Advisors, LLC | 770 | $260.4K | 0.06% | −1,204−61.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 768 | $260.0K | 0.06% | +768 | New |