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, Q1 2022
Institutional positions in American Express Co as of Mar 31, 2022. 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
- 2,067
- +84 vs. Q4 2021
- Shares held
- 641.8M
- −6.87M (−1.1%) vs. Q4 2021
- Total value
- $120.0B
- +$13.9B (+13.1%) vs. Q4 2021
- New holders
- 197
- 708 more added
- Sold out
- 113
- 809 more reduced
22 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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, Q1 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 4,640 | $868.0K | 0.00% | +4,640 | New |
| AdvisorShares Investments LLC | 4,677 | $875.0K | 0.14% | +4,677 | New |
| Basepoint Wealth LLC | 4,682 | $875.5K | 0.81% | −121−2.5% | Reduced |
| Washington Trust Co | 4,696 | $878.0K | 0.03% | −1,037−18.1% | Reduced |
| GYL Financial Synergies, LLC | 4,702 | $879.0K | 0.21% | −145−3.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,719 | $882.0K | 0.05% | +13+0.3% | Added |
| Flputnam Investment Management Co | 4,722 | $883.0K | 0.03% | −132−2.7% | Reduced |
| Tufton Capital Management | 4,735 | $885.0K | 0.14% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 4,706 | $888.0K | 0.21% | +175+3.9% | Added |
| KB Financial Partners, LLC | 4,749 | $888.0K | 0.25% | +284+6.4% | Added |
| Prescott Group Capital Management, L.L.C. | 4,831 | $903.0K | 0.23% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,833 | $904.0K | 0.46% | −20−0.4% | Reduced |
| Linscomb & Williams, Inc. | 4,842 | $905.0K | 0.04% | −140−2.8% | Reduced |
| Profit Investment Management, LLC | 4,853 | $907.0K | 0.56% | +207+4.5% | Added |
| Graham Capital Management, L.P. | 4,853 | $907.0K | 0.04% | +3,410+236.3% | Added |
| JB Capital LLC | 4,863 | $910.0K | 0.09% | +560+13.0% | Added |
| Aspiriant, LLC | 4,866 | $911.0K | 0.05% | +195+4.2% | Added |
| Sage Rhino Capital LLC | 4,906 | $917.0K | 0.28% | −426−8.0% | Reduced |
| First Foundation Advisors | 4,903 | $917.0K | 0.03% | +1,510+44.5% | Added |
| Sentry Investment Management LLC | 4,919 | $920.0K | 0.29% | −827−14.4% | Reduced |
| Waldron Private Wealth LLC | 4,937 | $923.0K | 0.05% | +205+4.3% | Added |
| Bedel Financial Consulting, Inc. | 4,946 | $925.0K | 0.29% | −66−1.3% | Reduced |
| Advisors Capital Management, LLC | 4,953 | $926.0K | 0.03% | −606−10.9% | Reduced |
| Papp L Roy & Associates | 4,966 | $929.0K | 0.12% | −29−0.6% | Reduced |
| Spirit of America Management Corp | 5,000 | $935.0K | 0.18% | −1,800−26.5% | Reduced |
| BigSur Wealth Management LLC | 5,000 | $935.0K | 0.36% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,000 | $935.0K | 0.27% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 5,016 | $938.0K | 0.56% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,038 | $942.0K | 0.05% | −389−7.2% | Reduced |
| Garde Capital, Inc. | 5,036 | $942.0K | 0.10% | +23+0.5% | Added |
| Legacy Advisors, LLC | 5,040 | $942.0K | 0.18% | +440+9.6% | Added |
| KRS Capital Management, LLC | 5,047 | $943.0K | 1.02% | +377+8.1% | Added |
| Levin Capital Strategies, L.P. | 5,064 | $947.0K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,099 | $953.0K | 0.59% | +10.0% | Added |
| Forum Financial Management, LP | 5,115 | $956.0K | 0.05% | −235−4.4% | Reduced |
| Domani Wealth, LLC | 5,119 | $957.0K | 0.21% | −25−0.5% | Reduced |
| Leisure Capital Management | 5,120 | $957.0K | 0.48% | +45+0.9% | Added |
| Paragon Private Wealth Management, LLC | 5,744 | $959.0K | 0.94% | +998+21.0% | Added |
| Ervin Investment Management, LLC | 5,065 | $961.0K | 0.74% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,186 | $970.0K | 0.07% | +79+1.5% | Added |
| Fund Management at Engine No. 1 LLC | 5,208 | $974.0K | 0.24% | +5,208 | New |
| Sargent Bickham Lagudis LLC | 5,264 | $985.0K | 0.08% | −301−5.4% | Reduced |
| Continuum Advisory, LLC | 5,656 | $988.0K | 0.19% | +3,790+203.1% | Added |
| Lewis Capital Management, LLC | 5,301 | $991.0K | 1.12% | +10.0% | Added |
| Manchester Capital Management LLC | 5,313 | $994.0K | 0.14% | −215−3.9% | Reduced |
| Principle Wealth Partners LLC | 5,319 | $994.0K | 0.10% | +500+10.4% | Added |
| Parkside Financial Bank & Trust | 5,324 | $996.0K | 0.27% | +376+7.6% | Added |
| USA Financial Portformulas Corp | 5,328 | $996.0K | 1.07% | +5,325+177,500.0% | Added |
| Wealth Alliance | 5,341 | $998.0K | 0.20% | −155−2.8% | Reduced |
| Seven Eight Capital, LP | 5,342 | $999.0K | 0.13% | +5,342 | New |
| Winton Group Ltd | 5,355 | $1.00M | 0.05% | +1,091+25.6% | Added |
| Resources Management Corp | 5,358 | $1.00M | 0.14% | −15−0.3% | Reduced |
| Brighton Jones LLC | 5,363 | $1.00M | 0.05% | +302+6.0% | Added |
| Westwood Management Corp | 5,400 | $1.01M | 0.10% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,405 | $1.01M | 0.20% | +4,429+453.8% | Added |
| Venturi Wealth Management, LLC | 5,414 | $1.01M | 0.08% | −1,047−16.2% | Reduced |
| Capital Management Associates | 5,424 | $1.01M | 1.09% | −96−1.7% | Reduced |
| Clarius Group, LLC | 6,233 | $1.02M | 0.08% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 5,475 | $1.02M | 0.11% | +5,475 | New |
| Vectors Research Management, LLC | 5,482 | $1.02M | 0.22% | −391−6.7% | Reduced |
| HNP Capital LLC | 5,482 | $1.02M | 0.24% | −391−6.7% | Reduced |
| Spinnaker Trust | 5,496 | $1.03M | 0.07% | +1,034+23.2% | Added |
| Two Sigma Investments, LP | 5,500 | $1.03M | 0.00% | −368,566−98.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,566 | $1.04M | 0.04% | +65+1.2% | Added |
| Birch Hill Investment Advisors LLC | 5,584 | $1.04M | 0.06% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 5,760 | $1.05M | 0.57% | −3−0.1% | Reduced |
| Derbend Asset Management | 6,409 | $1.05M | 1.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,602 | $1.05M | 0.67% | −5−0.1% | Reduced |
| Ritholtz Wealth Management | 5,625 | $1.05M | 0.07% | +1,069+23.5% | Added |
| Gyon Technologies Capital Management, LP | 5,625 | $1.05M | 0.74% | +5,625 | New |
| Pecaut & Co. | 5,667 | $1.06M | 0.52% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 5,677 | $1.06M | 0.17% | 00.0% | Unchanged |
| Thomas White International Ltd | 5,678 | $1.06M | 0.18% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5,702 | $1.07M | 0.08% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,707 | $1.07M | 0.70% | −6,204−52.1% | Reduced |
| Guyasuta Investment Advisors Inc | 5,705 | $1.07M | 0.07% | +750+15.1% | Added |
| Lyell Wealth Management, LP | 5,742 | $1.07M | 0.14% | +1,515+35.8% | Added |
| Blueprint Investment Partners LLC | 5,743 | $1.07M | 0.28% | +2,580+81.6% | Added |
| Walleye Capital LLC | 5,750 | $1.07M | 0.03% | +272+5.0% | Added |
| Laurel Wealth Advisors LLC | 5,769 | $1.08M | 0.23% | −135−2.3% | Reduced |
| Sunflower Bank, N.A. | 5,794 | $1.08M | 0.15% | −8−0.1% | Reduced |
| Plimoth Trust Co LLC | 5,790 | $1.08M | 0.29% | +40+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 5,789 | $1.08M | 0.12% | +376+6.9% | Added |
| NBT Bank N A | 5,810 | $1.09M | 0.15% | −37−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,816 | $1.09M | 0.10% | −14−0.2% | Reduced |
| Ledyard National Bank | 5,830 | $1.09M | 0.11% | −407−6.5% | Reduced |
| Boyar Asset Management Inc. | 5,868 | $1.10M | 0.70% | −100−1.7% | Reduced |
| Harvest Volatility Management LLC | 5,885 | $1.10M | 0.12% | +2,712+85.5% | Added |
| First Citizens Bank & Trust Co | 5,911 | $1.10M | 0.04% | +2,226+60.4% | Added |
| Compton Capital Management Inc | 5,925 | $1.11M | 0.31% | −200−3.3% | Reduced |
| Monte Financial Group, LLC | 5,936 | $1.11M | 0.59% | −19−0.3% | Reduced |
| Capital Investment Advisors, LLC | 5,960 | $1.11M | 0.03% | −342−5.4% | Reduced |
| LVW Advisors, LLC | 5,969 | $1.12M | 0.20% | −116−1.9% | Reduced |
| Ally Financial Inc. | 6,000 | $1.12M | 0.13% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $1.12M | 0.56% | 00.0% | Unchanged |
| Graypoint LLC | 5,998 | $1.12M | 0.11% | +2,233+59.3% | Added |
| Balentine LLC | 6,054 | $1.13M | 0.04% | +2,480+69.4% | Added |
| Private Trust Co NA | 6,082 | $1.14M | 0.18% | +247+4.2% | Added |
| Financial Counselors Inc | 6,085 | $1.14M | 0.02% | −292−4.6% | Reduced |
| Amica Retiree Medical Trust | 6,085 | $1.14M | 1.06% | 00.0% | Unchanged |