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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 19,918 | $6.74M | 0.03% | +1,479+8.0% | Added |
| IFP Advisors, Inc | 19,897 | $6.73M | 0.12% | +2,199+12.4% | Added |
| Foundations Investment Advisors, LLC | 19,856 | $6.72M | 0.07% | −879−4.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 19,800 | $6.70M | 1.17% | −1,660−7.7% | Reduced |
| Siemens Fonds Invest GmbH | 19,787 | $6.69M | 0.33% | +246+1.3% | Added |
| Meitav Dash Investments Ltd | 19,696 | $6.67M | 0.04% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 19,651 | $6.65M | 3.66% | −51−0.3% | Reduced |
| Concentric Capital Strategies, LP | 19,597 | $6.63M | 0.41% | +19,597 | New |
| Campbell Capital Management Inc | 19,545 | $6.61M | 2.37% | +19,545 | New |
| Capital International Sarl | 19,532 | $6.61M | 0.09% | −1,838−8.6% | Reduced |
| Bleakley Financial Group, LLC | 19,531 | $6.61M | 0.08% | +381+2.0% | Added |
| AIA Group Ltd | 19,530 | $6.61M | 0.08% | +19,530 | New |
| We Are One Seven, LLC | 19,378 | $6.55M | 0.11% | −9,372−32.6% | Reduced |
| Resources Investment Advisors, LLC. | 19,365 | $6.55M | 0.06% | −730−3.6% | Reduced |
| Puzo Michael J | 19,362 | $6.55M | 1.69% | +3,076+18.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 19,268 | $6.52M | 0.02% | +1,839+10.6% | Added |
| Guggenheim Capital LLC | 19,249 | $6.51M | 0.04% | +1,930+11.1% | Added |
| Courier Capital LLC | 19,147 | $6.48M | 0.32% | +641+3.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 27,172 | $6.48M | 1.96% | +26,066+2,356.8% | Added |
| Metis Global Partners, LLC | 18,961 | $6.41M | 0.15% | −5,849−23.6% | Reduced |
| Welch Group, LLC | 18,908 | $6.40M | 0.22% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18,883 | $6.39M | 0.27% | +824+4.6% | Added |
| E. Ohman J:or Asset Management AB | 18,797 | $6.36M | 0.15% | 00.0% | Unchanged |
| Walleye Capital LLC | 18,793 | $6.36M | 0.03% | +17,385+1,234.7% | Added |
| Emerald Investment Advisers, LLC | 18,785 | $6.35M | 0.42% | +1,410+8.1% | Added |
| Fulcrum Asset Management LLP | 18,607 | $6.34M | 0.63% | +18,607 | New |
| Modera Wealth Management, LLC | 18,722 | $6.33M | 0.07% | +124+0.7% | Added |
| Zhang Financial LLC | 18,691 | $6.32M | 0.18% | +2,119+12.8% | Added |
| Farther Finance Advisors, LLC | 18,655 | $6.31M | 0.05% | +1,992+12.0% | Added |
| Caldwell Trust Co | 18,631 | $6.30M | 0.51% | −23−0.1% | Reduced |
| Wisconsin Capital Management LLC | 18,600 | $6.29M | 2.99% | −67−0.4% | Reduced |
| Evergreen Capital Management LLC | 18,555 | $6.28M | 0.11% | +7,314+65.1% | Added |
| Covenant Asset Management, LLC | 18,500 | $6.26M | 1.11% | −270−1.4% | Reduced |
| Verdence Capital Advisors LLC | 18,482 | $6.25M | 0.33% | −40.0% | Reduced |
| Morningstar Investment Management LLC | 20,656 | $6.25M | 0.39% | 00.0% | Unchanged |
| Conning Inc. | 18,455 | $6.24M | 0.19% | +963+5.5% | Added |
| Osmosis Investment Management UK Ltd | 18,262 | $6.18M | 0.29% | −18,198−49.9% | Reduced |
| Dynamic Advisor Solutions LLC | 18,210 | $6.16M | 0.18% | +1,146+6.7% | Added |
| Intesa Sanpaolo Wealth Management | 18,166 | $6.14M | 1.23% | +3,289+22.1% | Added |
| Community Financial Services Group, LLC | 17,652 | $6.14M | 0.90% | −2,882−14.0% | Reduced |
| Trinity Legacy Partners, LLC | 16,987 | $6.14M | 1.23% | +154+0.9% | Added |
| Vertrix Wealth Management, LLC | 18,098 | $6.12M | 2.06% | +1,641+10.0% | Added |
| Apollon Wealth Management, LLC | 18,095 | $6.12M | 0.07% | +1,502+9.1% | Added |
| Lincoln Capital LLC | 18,043 | $6.10M | 1.09% | −951−5.0% | Reduced |
| Mount Vernon Associates Inc | 18,017 | $6.09M | 3.97% | −915−4.8% | Reduced |
| Pacifica Capital Investments, LLC | 17,993 | $6.09M | 2.08% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 17,955 | $6.07M | 0.83% | +92+0.5% | Added |
| Rathbone Brothers plc | 17,864 | $6.04M | 0.02% | +1,124+6.7% | Added |
| Chemung Canal Trust Co | 17,863 | $6.04M | 1.12% | −749−4.0% | Reduced |
| Callahan Advisors, LLC | 17,830 | $6.03M | 0.45% | +10.0% | Added |
| Tower Bridge Advisors | 17,806 | $6.02M | 0.54% | +457+2.6% | Added |
| Sagewood Asset Management LP | 17,705 | $5.99M | 1.35% | −213−1.2% | Reduced |
| Meeder Advisory Services, Inc. | 17,522 | $5.93M | 0.22% | +182+1.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,500 | $5.92M | 0.33% | 00.0% | Unchanged |
| Greenleaf Trust | 17,481 | $5.91M | 0.06% | +779+4.7% | Added |
| Stephens Inc | 17,476 | $5.91M | 0.07% | +693+4.1% | Added |
| Seizert Capital Partners, LLC | 17,442 | $5.90M | 0.24% | −442−2.5% | Reduced |
| Commerzbank Aktiengesellschaft | 17,428 | $5.89M | 0.12% | −2,054−10.5% | Reduced |
| Nordwand Advisors, LLC | 17,331 | $5.86M | 0.90% | −55−0.3% | Reduced |
| EFG International AG | 17,234 | $5.83M | 0.11% | +3,529+25.7% | Added |
| Titiun Yejiel | 17,231 | $5.83M | 5.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,223 | $5.83M | 0.09% | +17,223 | New |
| BNC Wealth Management, LLC | 17,145 | $5.80M | 1.40% | +393+2.3% | Added |
| Delaney Dennis R | 17,114 | $5.79M | 1.84% | +2,565+17.6% | Added |
| Pring Turner Capital Group Inc | 16,891 | $5.79M | 3.31% | −25−0.1% | Reduced |
| Signaturefd, LLC | 17,093 | $5.78M | 0.08% | +374+2.2% | Added |
| Arq Wealth Advisors, LLC | 16,568 | $5.78M | 0.72% | −1,890−10.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,064 | $5.77M | 0.07% | −73−0.4% | Reduced |
| Morton Community Bank | 17,042 | $5.76M | 1.17% | +15+0.1% | Added |
| Boston Family Office LLC | 17,004 | $5.75M | 0.35% | +69+0.4% | Added |
| Valeo Financial Advisors, LLC | 16,950 | $5.73M | 0.12% | +911+5.7% | Added |
| Resonant Capital Advisors, LLC | 16,878 | $5.71M | 0.27% | +235+1.4% | Added |
| Elgethun Capital Management | 16,815 | $5.69M | 0.79% | −61−0.4% | Reduced |
| Beacon Investment Advisors LLC | 16,760 | $5.67M | 1.78% | +1,375+8.9% | Added |
| Jag Capital Management, LLC | 16,582 | $5.61M | 0.53% | −5,731−25.7% | Reduced |
| WP Advisors, LLC | 16,474 | $5.57M | 1.35% | +68+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,468 | $5.57M | 0.15% | +88+0.5% | Added |
| CFC Planning Co LLC | 16,405 | $5.55M | 3.28% | −729−4.3% | Reduced |
| Central Pacific Bank - Trust Division | 16,373 | $5.54M | 0.56% | +3,150+23.8% | Added |
| AssuredPartners Investment Advisors, LLC | 16,362 | $5.53M | 0.54% | +273+1.7% | Added |
| Ghe, LLC | 16,354 | $5.53M | 2.09% | −428−2.6% | Reduced |
| Jump Financial, LLC | 16,344 | $5.53M | 0.05% | +16,344 | New |
| Hartline Investment Corp | 16,329 | $5.52M | 0.48% | +1,980+13.8% | Added |
| Kovitz Investment Group Partners, LLC | 16,275 | $5.51M | 0.12% | −9,794−37.6% | Reduced |
| Bill Few Associates, Inc. | 16,160 | $5.47M | 1.17% | −74−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 16,125 | $5.45M | 0.78% | +893+5.9% | Added |
| MUFG Securities Americas Inc. | 16,030 | $5.42M | 0.28% | +1,211+8.2% | Added |
| GAMMA Investing LLC | 16,011 | $5.42M | 0.20% | +1,918+13.6% | Added |
| South State Corp. | 15,981 | $5.41M | 0.23% | +927+6.2% | Added |
| Northwest & Ethical Investments L.P. | 15,956 | $5.40M | 0.13% | −11,171−41.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 15,894 | $5.38M | 0.46% | +1,569+11.0% | Added |
| Snowden Capital Advisors LLC | 15,866 | $5.37M | 0.13% | −2,892−15.4% | Reduced |
| Voleon Capital Management LP | 15,864 | $5.37M | 0.10% | −11,594−42.2% | Reduced |
| Everence Capital Management Inc | 15,794 | $5.34M | 0.28% | 00.0% | Unchanged |
| Kidder Stephen W | 15,684 | $5.31M | 1.34% | +1,954+14.2% | Added |
| West Michigan Advisors, LLC | 15,671 | $5.30M | 1.01% | +1,545+10.9% | Added |
| North Dakota State Investment Board | 15,653 | $5.29M | 0.22% | +40.0% | Added |
| NorthCrest Asset Manangement, LLC | 15,255 | $5.29M | 0.14% | −627−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,600 | $5.28M | 0.15% | +648+4.3% | Added |
| Saba Capital Management, L.P. | 15,539 | $5.26M | 0.16% | −9,201−37.2% | Reduced |