AXPNYSEFinance ServicesFiscal year ends December 31
AMERICAN EXPRESS CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 24, 2026
$316.41+2.82 (+0.90%)
Close on Oct 19, 2026
- Market cap
- $214.84B
- P/E (TTM)
- 19.2
- Dividend yield
- 1.04%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.7%
579M of 675M shares
Institutional holders
2,997
259 new, 115 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $61.21M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 44,114,286 | 6.10% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 38,301,348 | 5.58% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AXP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 151,610,700 | 22.45% | $51.28B | – | 17.14% |
| BlackRock, Inc. | 42,006,392 | 6.22% | $14.21B | +96,083 | 0.21% |
| Vanguard Capital Management LLC | 35,215,521 | 5.21% | $11.91B | +2,205,306 | 0.25% |
| State Street Corp | 29,095,803 | 4.31% | $9.84B | −131,918 | 0.29% |
| JPMorgan Chase & Co | 20,459,941 | 3.03% | $6.97B | +51,618 | 0.39% |
| Geode Capital Management, LLC | 14,019,549 | 2.08% | $4.73B | −146,925 | 0.25% |
| Morgan Stanley | 13,121,109 | 1.94% | $4.44B | +312,357 | 0.23% |
| Fisher Asset Management, LLC | 9,426,671 | 1.40% | $3.19B | +176,298 | 0.95% |
| Vanguard Portfolio Management LLC | 8,739,519 | 1.29% | $2.96B | +786,964 | 0.13% |
| Norges Bank | 7,985,867 | 1.18% | $2.70B | New | 0.27% |
| Bank Of America Corp /De/ | 7,969,555 | 1.18% | $2.70B | +614,981 | 0.17% |
| Price T Rowe Associates Inc /Md/ | 7,005,840 | 1.04% | $2.37M | +13,100 | 0.24% |
| Northern Trust Corp | 6,198,664 | 0.92% | $2.10B | −94,004 | 0.24% |
| FMR LLC | 6,007,554 | 0.89% | $2.03B | −3,257,444 | 0.09% |
| Wells Fargo & Company/Mn | 5,963,599 | 0.88% | $2.02B | +272,927 | 0.33% |
| Nuveen, LLC | 5,189,802 | 0.77% | $1.76B | −400,979 | 0.42% |
| Goldman Sachs Group Inc | 5,120,864 | 0.76% | $1.73B | +150,276 | 0.15% |
| UBS Asset Management Americas Inc | 5,053,409 | 0.75% | $1.71B | −193,996 | 0.31% |
| Artisan Partners Limited Partnership | 4,521,044 | 0.67% | $1.53B | −72,839 | 2.42% |
| Massachusetts Financial Services Co /Ma/ | 4,467,904 | 0.66% | $1.54B | −599,751 | 0.49% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,997 | 579M | 85.7% | 259 / 1208 | 1059 / 115 | 27M | 24M |
| Q1 2026 | 2,903 | 578M | 85.7% | 191 / 1075 | 1226 / 287 | 72M | 37M |
| Q4 2025 | 3,036 | 589M | 87.3% | 426 / 1063 | 1126 / 91 | 29M | 44M |
| Q3 2025 | 2,755 | 605M | 89.7% | 183 / 1021 | 1042 / 103 | 36M | 28M |
| Q2 2025 | 2,716 | 598M | 88.5% | 246 / 1057 | 961 / 114 | 21M | 20M |
| Q1 2025 | 2,620 | 598M | 88.5% | 183 / 956 | 1049 / 158 | 24M | 19M |
| Q4 2024 | 2,637 | 599M | 88.7% | 334 / 853 | 1031 / 105 | 24M | 32M |
| Q3 2024 | 2,455 | 609M | 90.2% | 233 / 878 | 901 / 95 | 56M | 26M |
| Q2 2024 | 2,343 | 621M | 92.0% | 171 / 830 | 925 / 108 | 22M | 55M |
| Q1 2024 | 2,312 | 656M | 97.2% | 249 / 765 | 899 / 97 | 39M | 25M |
| Q4 2023 | 2,189 | 643M | 95.2% | 336 / 719 | 805 / 111 | 52M | 20M |
| Q3 2023 | 2,000 | 612M | 90.7% | 149 / 745 | 743 / 166 | 19M | 27M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AXP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 17,328,250 | 2.57% | $5.86B | 0.26% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 13,791,471 | 2.04% | $4.66B | 0.28% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 7,320,304 | 1.08% | $2.48B | 0.28% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 6,853,560 | 1.01% | $2.17B | 0.26% | May 31, 2026 |
| Vanguard Value Index Fund | 5,196,761 | 0.77% | $1.76B | 0.69% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 3,599,680 | 0.53% | $1.22B | 2.37% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 2,889,232 | 0.43% | $977.28M | 0.28% | Jun 30, 2026 |
| MFS Value Fund | 2,840,352 | 0.42% | $898.89M | 1.76% | May 31, 2026 |
| JPMorgan U.S. Equity Fund | 2,336,132 | 0.35% | $790.20M | 2.37% | Jun 30, 2026 |
| Fidelity Contrafund | 2,093,958 | 0.31% | $708.28M | 0.39% | Jun 30, 2026 |
| Fidelity SAI U.S. Quality Index Fund | 1,855,360 | 0.27% | $623.86M | 1.75% | Jul 31, 2026 |
| JPMorgan Equity Premium Income ETF | 1,834,943 | 0.27% | $620.67M | 1.39% | Jun 30, 2026 |
| JPMorgan Equity Income Fund | 1,780,748 | 0.26% | $602.34M | 1.38% | Jun 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 1,315,300 | 0.19% | $444.90M | 1.82% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 1,268,994 | 0.19% | $429.24M | 0.28% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen J. Squeri | Chairman and CEO, Director | 286,455 | 0.04% | Feb 3, 2026 |
| Monique Herena | Chief Colleague Exp. Officer | 12,445 | 0.00% | Aug 19, 2026 |
| Glenda G. McNeal | Chief Partner Officer | 9,730 | 0.00% | Jun 17, 2026 |
| Raymond Joabar | Grp. Pres., Global Comm. Serv. | 10,443 | 0.00% | Mar 13, 2026 |
| Quinn Jessica Lieberman | EVP - Controller | 800 | 0.00% | Mar 10, 2026 |
| Howard Grosfield | Group Pres., U.S. Cons. Serv. | 9,532 | 0.00% | Feb 13, 2026 |
| Ravikumar Radhakrishnan | Chief Information Officer | 8,945 | 0.00% | Feb 10, 2026 |
| Laureen Seeger | Chief Legal Officer | 9,002 | 0.00% | Feb 10, 2026 |
| Denise Pickett | Pres., Enterprise Shared Serv. | 32,959 | 0.00% | Feb 6, 2026 |
| Anna Marrs | Group Pres., GMNS | 47,819 | 0.01% | Feb 6, 2026 |
| Caillec Christophe Le | Chief Financial Officer | 27,814 | 0.00% | Feb 3, 2026 |
| Jennifer Skyler | Chief Corp. Affairs Officer | 30,836 | 0.00% | Feb 3, 2026 |
| Rafael Marquez | President, International Card | 17,270 | 0.00% | Feb 3, 2026 |
| Douglas Tabish | Chief Risk Officer | 12,123 | 0.00% | Feb 3, 2026 |
| Douglas E. Buckminster | Vice Chairman | 161,644 | 0.02% | Feb 3, 2026 |
| Elizabeth Rutledge | Chief Marketing Officer | 92,370 | 0.01% | Feb 3, 2026 |
| Anre D. Williams | Group Pres., Enterprise Serv. | 128,196 | 0.02% | Jan 30, 2025 |
| John Joseph Brennan | Director | 4,000 | 0.00% | Jul 2, 2026 |
| Christopher David Young | Director | 0 | – | Jul 2, 2026 |
| Deborah P. Majoras | Director | 23 | 0.00% | Jul 2, 2026 |
| Michael J. Angelakis | Director | 3,700 | 0.00% | Jul 2, 2026 |
| Jr Charles E. Phillips | Director | 0 | – | Jul 2, 2026 |
| Thomas J. Baltimore Jr | Director | 324 | 0.00% | Jul 2, 2026 |
| Noel R. Wallace | Director | 22 | 0.00% | Jul 2, 2026 |
| Lisa W. Wardell | Director | 0 | – | Jul 2, 2026 |
| Randal K. Quarles | Director | – | – | May 7, 2026 |
| Karen L. Parkhill | Director | 37 | 0.00% | May 7, 2026 |
| Lynn Ann Pike | Director | 1,065 | 0.00% | May 7, 2026 |
| Theodore Leonsis | Director | 0 | – | May 7, 2026 |
| Daniel Vasella | Director | 0 | – | Apr 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Monique Herena Chief Colleague Exp. Officer | Aug 18, 2026 | Sale | −8,811 | $337.41 | $2.97M | 12,445 |
| Glenda G. McNeal Chief Partner Officer | Jun 15, 2026 | Sale | −7,033 | $339.36 | $2.39M | 9,715 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Mar 13, 2026 | Sale | −16 | $301.27 | $4.82K | 1,487 |
| Quinn Jessica Lieberman EVP - Controller | Mar 6, 2026 | Sale | −3,032 | $300.02 | $909.66K | 258 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Mar 2, 2026 | Sale | −24 | $309.85 | $7.44K | 1,503 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Feb 19, 2026 | Sale | −2,835 | $338.98 | $961.01K | 19,867 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Feb 19, 2026 | Sale | −2,840 | $340.03 | $965.69K | 17,027 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Feb 19, 2026 | Sale | −4,977 | $341.14 | $1.70M | 12,050 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Feb 19, 2026 | Sale | −3,348 | $341.95 | $1.14M | 8,702 |
| Howard Grosfield Group Pres., U.S. Cons. Serv. | Feb 12, 2026 | Sale | −8,134 | $346.73 | $2.82M | 9,433 |
| Laureen Seeger Chief Legal Officer | Feb 9, 2026 | Sale | −12,737 | $360.99 | $4.60M | 9,002 |
| Ravikumar Radhakrishnan Chief Information Officer | Feb 9, 2026 | Sale | −6,638 | $357.13 | $2.37M | 8,945 |
| Ravikumar Radhakrishnan Chief Information Officer | Feb 9, 2026 | Sale | −8,362 | $356.14 | $2.98M | 15,583 |
| Denise Pickett Pres., Enterprise Shared Serv. | Feb 5, 2026 | Option exercise | +12,660 | $173.61 | $2.20M | 31,139 |
| Denise Pickett Pres., Enterprise Shared Serv. | Feb 5, 2026 | Sale | −23,385 | $356.91 | $8.35M | 7,754 |
| Anna Marrs Group Pres., GMNS | Feb 5, 2026 | Option exercise | +14,992 | $173.61 | $2.60M | 47,819 |
| Anna Marrs Group Pres., GMNS | Feb 5, 2026 | Sale | −27,425 | $350.01 | $9.60M | 20,394 |
| Douglas Tabish Chief Risk Officer | Feb 1, 2026 | Award | +9,504 | – | – | 12,019 |
| Douglas Tabish Chief Risk Officer | Feb 1, 2026 | Tax withholding | −4,425 | $352.17 | $1.56M | 7,594 |
| Anna Marrs Group Pres., GMNS | Feb 1, 2026 | Tax withholding | −829 | $352.17 | $291.95K | 32,827 |
| Anna Marrs Group Pres., GMNS | Feb 1, 2026 | Award | +24,883 | – | – | 45,277 |
| Anna Marrs Group Pres., GMNS | Feb 1, 2026 | Tax withholding | −13,637 | $352.17 | $4.80M | 31,640 |
| Anna Marrs Group Pres., GMNS | Feb 1, 2026 | Award | +2,016 | – | – | 33,656 |
| Stephen J. Squeri Chairman and CEO, Director | Feb 1, 2026 | Award | +123,033 | – | – | 123,033 |
| Stephen J. Squeri Chairman and CEO, Director | Feb 1, 2026 | Tax withholding | −62,466 | $352.17 | $22.00M | 60,567 |
| Laureen Seeger Chief Legal Officer | Feb 1, 2026 | Tax withholding | −480 | $352.17 | $169.04K | 21,739 |
| Laureen Seeger Chief Legal Officer | Feb 1, 2026 | Award | +25,988 | – | – | 35,186 |
| Laureen Seeger Chief Legal Officer | Feb 1, 2026 | Tax withholding | −14,119 | $352.17 | $4.97M | 21,067 |
| Laureen Seeger Chief Legal Officer | Feb 1, 2026 | Award | +1,152 | – | – | 22,219 |
| Howard Grosfield Group Pres., U.S. Cons. Serv. | Feb 1, 2026 | Award | +17,280 | – | – | 26,713 |
| Howard Grosfield Group Pres., U.S. Cons. Serv. | Feb 1, 2026 | Tax withholding | −9,146 | $352.17 | $3.22M | 17,567 |
| Ravikumar Radhakrishnan Chief Information Officer | Feb 1, 2026 | Tax withholding | −9,864 | $352.17 | $3.47M | 23,945 |
| Ravikumar Radhakrishnan Chief Information Officer | Feb 1, 2026 | Award | +20,182 | – | – | 33,809 |
| Monique Herena Chief Colleague Exp. Officer | Feb 1, 2026 | Tax withholding | −9,989 | $352.17 | $3.52M | 21,105 |
| Monique Herena Chief Colleague Exp. Officer | Feb 1, 2026 | Award | +18,800 | – | – | 31,094 |
| Denise Pickett Pres., Enterprise Shared Serv. | Feb 1, 2026 | Award | +21,012 | – | – | 28,766 |
| Denise Pickett Pres., Enterprise Shared Serv. | Feb 1, 2026 | Tax withholding | −10,287 | $352.17 | $3.62M | 18,479 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Feb 1, 2026 | Award | +24,330 | – | – | 35,747 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Feb 1, 2026 | Tax withholding | −13,045 | $352.17 | $4.59M | 22,702 |
| Glenda G. McNeal Chief Partner Officer | Feb 1, 2026 | Tax withholding | −6,090 | $352.17 | $2.14M | 16,672 |
| Glenda G. McNeal Chief Partner Officer | Feb 1, 2026 | Award | +11,750 | – | – | 22,762 |
| Elizabeth Rutledge Chief Marketing Officer | Feb 1, 2026 | Tax withholding | −40 | $352.17 | $14.09K | 90,195 |
| Elizabeth Rutledge Chief Marketing Officer | Feb 1, 2026 | Award | +72 | – | – | 90,235 |
| Elizabeth Rutledge Chief Marketing Officer | Feb 1, 2026 | Tax withholding | −4,562 | $352.17 | $1.61M | 90,163 |
| Elizabeth Rutledge Chief Marketing Officer | Feb 1, 2026 | Award | +8,985 | – | – | 94,725 |
| Quinn Jessica Lieberman EVP - Controller | Feb 1, 2026 | Tax withholding | −2,843 | $352.17 | $1.00M | 3,290 |
| Quinn Jessica Lieberman EVP - Controller | Feb 1, 2026 | Award | +5,875 | – | – | 6,133 |
| Caillec Christophe Le Chief Financial Officer | Feb 1, 2026 | Award | +17,280 | – | – | 27,814 |
| Caillec Christophe Le Chief Financial Officer | Feb 1, 2026 | Tax withholding | −9,146 | $352.17 | $3.22M | 18,668 |
| Douglas E. Buckminster Vice Chairman | Feb 1, 2026 | Award | +1,728 | – | – | 150,500 |
| Douglas E. Buckminster Vice Chairman | Feb 1, 2026 | Tax withholding | −20,933 | $352.17 | $7.37M | 148,772 |
| Douglas E. Buckminster Vice Chairman | Feb 1, 2026 | Tax withholding | −710 | $352.17 | $250.04K | 149,790 |
| Douglas E. Buckminster Vice Chairman | Feb 1, 2026 | Award | +38,154 | – | – | 169,705 |
| Rafael Marquez President, International Card | Feb 1, 2026 | Tax withholding | −8,122 | $352.17 | $2.86M | 17,270 |
| Rafael Marquez President, International Card | Feb 1, 2026 | Award | +17,280 | – | – | 25,392 |
| Jennifer Skyler Chief Corp. Affairs Officer | Feb 1, 2026 | Award | +9,952 | – | – | 30,836 |
| Jennifer Skyler Chief Corp. Affairs Officer | Feb 1, 2026 | Tax withholding | −5,097 | $352.17 | $1.80M | 25,739 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Dec 12, 2025 | Sale | −1,400 | $384.93 | $538.90K | 11,417 |
| Raymond Joabar Grp. Pres., Global Comm. Serv. | Dec 12, 2025 | Gift | −650 | – | – | 1,487 |
| Douglas E. Buckminster Vice Chairman | Dec 4, 2025 | Gift | −13,800 | – | – | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| R. Herena Monique Officer | Aug 18, 2026 | 8,811 | $2.97M | Aug 18, 2026 | Restricted Stock Vesting Under a Registered Plan |
| McNeal Glenda Officer | Jun 15, 2026 | 7,033 | $2.39M | Jun 15, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Lieberm Quinn Jessica Officer | Mar 6, 2026 | 3,032 | $909.67K | Mar 6, 2026 | Restricted stock vesting under a registered plan |
| D. Joabar Raymond Officer | Feb 19, 2026 | 14,000 | $4.77M | Feb 19, 2026 | Restricted stock vesting under a registered plan |
| M. Grosfield Howard Officer | Feb 12, 2026 | 8,134 | $2.82M | Feb 12, 2026 | Restricted stock vesting under a registered plan |
| E. Seeger Laureen Officer | Feb 9, 2026 | 12,737 | $4.60M | Feb 9, 2026 | Restricted stock vesting under a registered plan |
| S. Radhakrishnan Ravikumar Officer | Feb 9, 2026 | 15,000 | $5.35M | Feb 9, 2026 | Restricted stock vesting under a registered plan |
| Pickett Denise Officer | Feb 5, 2026 | 23,385 | $8.35M | Feb 5, 2026 | Exercise of options under a registered plan |
| Marrs Anna Officer | Feb 5, 2026 | 27,425 | $9.60M | Feb 5, 2026 | Restricted stock vesting under a registered plan |
| D. Joabar Raymond Officer | Dec 12, 2025 | 1,400 | $538.91K | Dec 12, 2025 | Restricted stock vesting under a registered plan |
| H. Rutledge Elizabeth Officer | Oct 31, 2025 | 50,000 | $17.94M | Oct 31, 2025 | Exercise of Stock Options |
| J. Tabish Douglas Officer | Oct 23, 2025 | 2,515 | $894.36K | Oct 23, 2025 | Restricted stock vesting under a registered plan |
| Pickett Denise Officer | Oct 22, 2025 | 5,000 | $1.75M | Oct 22, 2025 | Restricted stock vesting under a registered plan |
| J. Squeri Stephen Officer | Sep 4, 2025 | 112,272 | $37.03M | Sep 4, 2025 | Exercise of options under a registered plan |
| R. Herena Monique Officer | Sep 3, 2025 | 8,695 | $2.83M | Sep 3, 2025 | Restricted stock vesting under a registered plan |