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
- Institutional holders
- 3,022
- +148 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
- 263
- 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 27,566 | $9.40M | 0.08% | −19,908−41.9% | Reduced |
| St Germain D J Co Inc | 27,776 | $9.40M | 0.34% | −15−0.1% | Reduced |
| Castleark Management LLC | 27,295 | $9.23M | 0.25% | +24,620+920.4% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 27,287 | $9.23M | 0.03% | −203−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 27,221 | $9.21M | 0.09% | +154+0.6% | Added |
| Louisiana State Employees Retirement System | 27,200 | $9.20M | 0.14% | −100−0.4% | Reduced |
| RBF Capital, LLC | 27,000 | $9.13M | 0.38% | +4,000+17.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,863 | $9.09M | 0.43% | −3,021−10.1% | Reduced |
| CAPROCK Group, Inc. | 26,807 | $9.07M | 0.17% | +26,807 | New |
| 1st Source Bank | 26,791 | $9.06M | 0.41% | −146−0.5% | Reduced |
| DCM Advisors, LLC | 26,858 | $9.02M | 3.56% | +1,070+4.1% | Added |
| New Mexico Educational Retirement Board | 26,663 | $9.02M | 0.23% | +1,900+7.7% | Added |
| Guardian Partners Inc. | 26,654 | $9.02M | 0.81% | +285+1.1% | Added |
| Foster Group, Inc. | 26,582 | $8.99M | 0.24% | +81+0.3% | Added |
| Reliant Investment Management, LLC | 26,535 | $8.98M | 3.20% | −16−0.1% | Reduced |
| Edgestream Partners, L.P. | 26,321 | $8.90M | 0.26% | +3,889+17.3% | Added |
| Boyd Watterson Asset Management LLC | 26,176 | $8.85M | 2.39% | −58−0.2% | Reduced |
| Umb Bank N A | 26,157 | $8.85M | 0.11% | −202−0.8% | Reduced |
| Headinvest, LLC | 26,077 | $8.82M | 1.65% | −104−0.4% | Reduced |
| Coastline Trust Co | 25,969 | $8.78M | 0.78% | −77−0.3% | Reduced |
| Bessemer Group Inc | 25,770 | $8.72M | 0.01% | −353−1.4% | Reduced |
| Naples Global Advisors, LLC | 25,742 | $8.71M | 0.54% | +153+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 25,741 | $8.71M | 0.21% | −483−1.8% | Reduced |
| Principal Securities, Inc. | 25,634 | $8.67M | 0.10% | −1,509−5.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 25,478 | $8.62M | 0.16% | +5,534+27.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,980 | $8.45M | 0.20% | −22,736−47.6% | Reduced |
| RSM US Wealth Management LLC | 24,888 | $8.42M | 0.09% | −879−3.4% | Reduced |
| Chatham Capital Group, Inc. | 24,853 | $8.41M | 1.07% | −96−0.4% | Reduced |
| Central Trust Co | 24,836 | $8.40M | 0.15% | −598−2.4% | Reduced |
| AMG National Trust Bank | 24,763 | $8.38M | 0.17% | −7,828−24.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,592 | $8.32M | 0.50% | +598+2.5% | Added |
| Trust Co of Vermont | 24,582 | $8.31M | 0.31% | +24,582 | New |
| Allstate Corp | 24,558 | $8.31M | 0.08% | +3,196+15.0% | Added |
| Bokf, NA | 24,481 | $8.28M | 0.11% | −619−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 24,455 | $8.27M | 0.10% | −832−3.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,376 | $8.24M | 0.04% | +2,717+12.5% | Added |
| Gotham Asset Management, LLC | 24,258 | $8.21M | 0.02% | −167−0.7% | Reduced |
| Strategic Wealth Designers | 24,203 | $8.19M | 0.99% | −8,564−26.1% | Reduced |
| NewEdge Wealth, LLC | 24,186 | $8.18M | 0.08% | +689+2.9% | Added |
| Americana Partners, LLC | 23,995 | $8.12M | 0.18% | +1,928+8.7% | Added |
| Hendershot Investments Inc. | 23,903 | $8.09M | 1.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23,872 | $8.07M | 1.44% | −748−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 23,832 | $8.06M | 0.14% | −635−2.6% | Reduced |
| Formuepleje A/S | 23,780 | $8.04M | 0.63% | +2,611+12.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 23,632 | $7.99M | 0.29% | +1,342+6.0% | Added |
| Roundview Capital LLC | 23,606 | $7.98M | 0.44% | −1,116−4.5% | Reduced |
| Ballentine Partners, LLC | 23,501 | $7.95M | 0.10% | −428−1.8% | Reduced |
| Arvest Bank Trust Division | 23,430 | $7.93M | 0.39% | −330−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 23,353 | $7.90M | 0.21% | −144−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,264 | $7.87M | 0.38% | −778−3.2% | Reduced |
| Bretton Capital Management, LLC | 23,100 | $7.81M | 6.24% | 00.0% | Unchanged |
| JLB & Associates Inc | 23,081 | $7.81M | 1.04% | +465+2.1% | Added |
| Park Avenue Securities LLC | 23,070 | $7.80M | 0.05% | −493−2.1% | Reduced |
| Plato Investment Management Ltd | 22,911 | $7.70M | 0.44% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 22,741 | $7.69M | 2.80% | +4,319+23.4% | Added |
| Sagespring Wealth Partners, LLC | 22,554 | $7.63M | 0.12% | +33+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 22,540 | $7.62M | 0.33% | −1,755−7.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $7.61M | 0.61% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 22,596 | $7.58M | 0.13% | −3,808−14.4% | Reduced |
| Diversify Advisory Services, LLC | 22,596 | $7.58M | 0.13% | +22,596 | New |
| Global X Japan Co., Ltd. | 22,400 | $7.58M | 0.28% | −704−3.0% | Reduced |
| Prospera Financial Services Inc | 22,376 | $7.58M | 0.11% | −39,054−63.6% | Reduced |
| Fort Sheridan Advisors LLC | 22,391 | $7.57M | 0.82% | +1,157+5.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 22,288 | $7.54M | 0.89% | +8,584+62.6% | Added |
| Scotia Capital Inc. | 22,140 | $7.49M | 0.03% | −18,553−45.6% | Reduced |
| AlpenGlobal Capital LLC | 22,111 | $7.48M | 4.80% | −252−1.1% | Reduced |
| Family Management Corp | 22,083 | $7.47M | 0.78% | −132−0.6% | Reduced |
| Northstar Group, Inc. | 21,693 | $7.34M | 0.94% | +106+0.5% | Added |
| Wedbush Securities Inc | 21,636 | $7.32M | 0.19% | −2,278−9.5% | Reduced |
| Heritage Trust Co | 21,389 | $7.23M | 0.63% | −409−1.9% | Reduced |
| Chicago Trust Co NA | 21,359 | $7.22M | 1.05% | +897+4.4% | Added |
| Adalta Capital Management LLC | 21,311 | $7.21M | 3.16% | −1,192−5.3% | Reduced |
| Hi-Line Capital Management, LLC | 21,290 | $7.20M | 2.03% | +370+1.8% | Added |
| Hamilton Capital Partners Inc. | 21,266 | $7.19M | 0.21% | +3,516+19.8% | Added |
| Asset Dedication, LLC | 21,263 | $7.19M | 0.45% | −400−1.8% | Reduced |
| Condor Capital Management | 21,166 | $7.16M | 0.54% | +51+0.2% | Added |
| Stenger Family Office, LLC | 21,141 | $7.15M | 1.16% | +1,131+5.7% | Added |
| Sandhill Capital Partners LLC | 21,036 | $7.12M | 0.58% | +975+4.9% | Added |
| Fiduciary Group LLC | 20,930 | $7.08M | 0.56% | −482−2.3% | Reduced |
| Dark Forest Capital Management LP | 20,928 | $7.08M | 0.46% | +20,928 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 20,912 | $7.07M | 0.58% | −382−1.8% | Reduced |
| Hutner Capital Management Inc | 20,835 | $7.05M | 2.80% | +239+1.2% | Added |
| Impax Asset Management Group plc | 20,768 | $7.02M | 0.05% | −77−0.4% | Reduced |
| First Interstate Bank | 20,721 | $7.01M | 0.37% | +154+0.7% | Added |
| Somerville Kurt F | 20,685 | $7.00M | 1.67% | +1,195+6.1% | Added |
| Coldstream Capital Management Inc | 20,682 | $7.00M | 0.09% | −1,113−5.1% | Reduced |
| Dillon & Associates Inc | 20,678 | $6.99M | 0.86% | +19,049+1,169.4% | Added |
| Insigneo Advisory Services, LLC | 20,602 | $6.97M | 0.26% | +10,045+95.2% | Added |
| Ceera Investments, LLC | 20,598 | $6.97M | 2.95% | −680−3.2% | Reduced |
| Gladstone Institutional Advisory LLC | 20,596 | $6.97M | 0.22% | +373+1.8% | Added |
| Qube Research & Technologies Ltd | 20,453 | $6.92M | 0.01% | −798,689−97.5% | Reduced |
| Kanawha Capital Management LLC | 20,417 | $6.91M | 0.45% | +2,732+15.4% | Added |
| Empirical Finance, LLC | 20,353 | $6.88M | 0.29% | +608+3.1% | Added |
| Tokio Marine Asset Management Co Ltd | 20,210 | $6.84M | 0.21% | 00.0% | Unchanged |
| Bailard, Inc. | 20,131 | $6.81M | 0.14% | +898+4.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.80M | 1.08% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 20,096 | $6.80M | 0.57% | −901−4.3% | Reduced |
| Capital International Inc | 20,073 | $6.79M | 0.05% | −18,062−47.4% | Reduced |
| BFSG, LLC | 20,026 | $6.77M | 0.60% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 19,960 | $6.75M | 0.10% | −1,303−6.1% | Reduced |