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 |
|---|---|---|---|---|---|
| Doyle Wealth Management | 6,084 | $1.14M | 0.08% | +55+0.9% | Added |
| WealthTrust Axiom LLC | 6,144 | $1.15M | 0.36% | +30+0.5% | Added |
| Centaurus Financial, Inc. | 6,143 | $1.15M | 0.09% | +4,875+384.5% | Added |
| Orrstown Financial Services Inc | 6,178 | $1.16M | 2.16% | −535−8.0% | Reduced |
| Becker Capital Management Inc | 6,192 | $1.16M | 0.05% | −26−0.4% | Reduced |
| Golden State Wealth Management, LLC | 6,222 | $1.16M | 0.23% | +765+14.0% | Added |
| Parisi Gray Wealth Management | 6,225 | $1.16M | 0.47% | −9−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,240 | $1.17M | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,246 | $1.17M | 0.24% | +5,773+1,220.5% | Added |
| Baker Avenue Asset Management, LP | 6,249 | $1.17M | 0.06% | +1,670+36.5% | Added |
| S&CO Inc | 6,300 | $1.18M | 0.08% | +400+6.8% | Added |
| McAdam, LLC | 6,304 | $1.18M | 0.11% | +6+0.1% | Added |
| Symmetry Partners, LLC | 6,350 | $1.19M | 0.07% | 00.0% | Unchanged |
| First National Bank of South Miami | 6,370 | $1.19M | 0.72% | +333+5.5% | Added |
| Capital Wealth Planning, LLC | 6,395 | $1.20M | 0.02% | −265−4.0% | Reduced |
| IPG Investment Advisors LLC | 6,423 | $1.20M | 0.23% | +3,100+93.3% | Added |
| AdvisorNet Financial, Inc | 6,427 | $1.20M | 0.08% | +1,659+34.8% | Added |
| Trust Asset Management LLC | 6,442 | $1.21M | 0.15% | +75+1.2% | Added |
| Wade G W & Inc | 6,444 | $1.21M | 0.05% | +133+2.1% | Added |
| Stableford Capital II LLC | 6,615 | $1.21M | 0.51% | +7+0.1% | Added |
| Paradigm Financial Partners, LLC | 6,576 | $1.21M | 0.27% | +6,576 | New |
| RFG Advisory, LLC | 6,477 | $1.21M | 0.08% | −2,031−23.9% | Reduced |
| Bank of Hawaii | 6,478 | $1.21M | 0.07% | −19−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,530 | $1.22M | 0.43% | −22−0.3% | Reduced |
| Conning Inc. | 6,542 | $1.22M | 0.03% | −226−3.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,552 | $1.23M | 0.13% | +244+3.9% | Added |
| Teza Capital Management LLC | 6,552 | $1.23M | 0.46% | +3,429+109.8% | Added |
| Gladstone Institutional Advisory LLC | 6,609 | $1.24M | 0.08% | +1,017+18.2% | Added |
| Snowden Capital Advisors LLC | 6,649 | $1.24M | 0.05% | +4,828+265.1% | Added |
| Aurora Private Wealth, Inc. | 6,659 | $1.25M | 0.51% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 6,725 | $1.26M | 0.46% | +4,000+146.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,752 | $1.26M | 0.35% | −2,995−30.7% | Reduced |
| Icon Wealth Partners, LLC | 6,767 | $1.26M | 0.13% | +6,767 | New |
| Segall Bryant & Hamill, LLC | 6,768 | $1.27M | 0.01% | −266−3.8% | Reduced |
| Aaron Wealth Advisors | 238,051 | $1.27M | 0.03% | +238,051 | New |
| CWM, LLC | 6,816 | $1.27M | 0.01% | +1,684+32.8% | Added |
| Veracity Capital LLC | 6,837 | $1.28M | 0.53% | −33−0.5% | Reduced |
| Game Plan Financial Advisors, LLC | 6,855 | $1.28M | 0.77% | +25+0.4% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.29M | 0.75% | −54−0.8% | Reduced |
| Coastline Trust Co | 6,888 | $1.29M | 0.16% | −90−1.3% | Reduced |
| Bridgewater Advisors Inc. | 6,885 | $1.29M | 0.31% | +39+0.6% | Added |
| We Are One Seven, LLC | 6,925 | $1.29M | 0.14% | −34−0.5% | Reduced |
| Patten & Patten Inc | 6,939 | $1.30M | 0.09% | −180−2.5% | Reduced |
| Duff & Phelps Investment Management Co | 6,955 | $1.30M | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,962 | $1.30M | 0.05% | +300+4.5% | Added |
| Ativo Capital Management LLC | 7,011 | $1.31M | 0.67% | +7,011 | New |
| Mark Stevens | 7,022 | $1.31M | 0.15% | +89+1.3% | Added |
| Telemus Capital, LLC | 7,044 | $1.32M | 0.11% | +581+9.0% | Added |
| KWB Wealth | 8,073 | $1.32M | 0.22% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,063 | $1.32M | 0.94% | −429−5.7% | Reduced |
| Strategic Advisors LLC | 7,098 | $1.33M | 0.23% | +2,105+42.2% | Added |
| United Asset Strategies, Inc. | 7,106 | $1.33M | 0.17% | +4,198+144.4% | Added |
| SOA Wealth Advisors, LLC. | 7,122 | $1.33M | 0.32% | +19+0.3% | Added |
| Van Strum & Towne Inc. | 7,165 | $1.34M | 0.50% | +100+1.4% | Added |
| J. W. Coons Advisors, LLC | 7,182 | $1.34M | 0.40% | −2,631−26.8% | Reduced |
| Essex Financial Services, Inc. | 7,174 | $1.34M | 0.13% | −2,930−29.0% | Reduced |
| Apollon Wealth Management, LLC | 7,192 | $1.34M | 0.10% | +1,402+24.2% | Added |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.35M | 0.32% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,211 | $1.35M | 0.11% | +418+6.2% | Added |
| YHB Investment Advisors, Inc. | 7,212 | $1.35M | 0.12% | +30+0.4% | Added |
| Jeereddi Investments, LP | 7,273 | $1.36M | 1.57% | 00.0% | Unchanged |
| Auxier Asset Management | 7,288 | $1.36M | 0.22% | −1,010−12.2% | Reduced |
| Beacon Financial Group | 7,189 | $1.36M | 0.18% | −75−1.0% | Reduced |
| Pitcairn Co | 7,309 | $1.37M | 0.12% | −330−4.3% | Reduced |
| Mutual Advisors, LLC | 7,319 | $1.37M | 0.08% | −174−2.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,325 | $1.37M | 0.11% | +541+8.0% | Added |
| Trexquant Investment LP | 7,341 | $1.37M | 0.06% | −20,582−73.7% | Reduced |
| TrimTabs Asset Management, LLC | 7,357 | $1.38M | 0.46% | +7,357 | New |
| Investment House LLC | 7,375 | $1.38M | 0.10% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,375 | $1.38M | 0.81% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15,833 | $1.38M | 0.02% | +10,719+209.6% | Added |
| Beck Bode, LLC | 7,387 | $1.38M | 0.31% | +7,387 | New |
| Ascent Group, LLC | 7,393 | $1.38M | 0.16% | +661+9.8% | Added |
| Invst, LLC | 8,591 | $1.38M | 0.23% | +381+4.6% | Added |
| Point72 Hong Kong Ltd | 7,399 | $1.38M | 0.13% | −3,438−31.7% | Reduced |
| Joel Isaacson & Co., LLC | 7,557 | $1.39M | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,473 | $1.40M | 0.05% | +825+12.4% | Added |
| Fort Point Capital Partners LLC | 7,480 | $1.40M | 0.21% | +13+0.2% | Added |
| Crestwood Advisors Group LLC | 7,486 | $1.40M | 0.04% | +164+2.2% | Added |
| Van Cleef Asset Management,Inc | 7,543 | $1.41M | 0.20% | −99−1.3% | Reduced |
| Empowered Funds, LLC | 7,617 | $1.42M | 0.16% | +7,617 | New |
| Geneos Wealth Management Inc. | 7,623 | $1.43M | 0.06% | +203+2.7% | Added |
| Redwood Investment Management, LLC | 7,631 | $1.43M | 0.21% | −991−11.5% | Reduced |
| Strategic Investment Advisors | 7,664 | $1.43M | 0.27% | +669+9.6% | Added |
| Insight Advisors, LLC | 7,696 | $1.44M | 0.43% | −100−1.3% | Reduced |
| SRB Corp | 7,694 | $1.44M | 0.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,609 | $1.44M | 0.10% | +4,616+154.2% | Added |
| LMR Partners LLP | 7,717 | $1.44M | 0.02% | −235,614−96.8% | Reduced |
| Beach Investment Counsel Inc | 7,733 | $1.45M | 0.15% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,729 | $1.45M | 0.22% | +126+1.7% | Added |
| TCTC Holdings, LLC | 7,777 | $1.45M | 0.06% | +1,152+17.4% | Added |
| HRT Financial LP | 7,815 | $1.46M | 0.01% | −111,316−93.4% | Reduced |
| Investors Asset Management of Georgia Inc | 7,875 | $1.47M | 0.74% | −25−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 7,875 | $1.47M | 0.69% | +309+4.1% | Added |
| CoreCap Advisors, LLC | 7,895 | $1.48M | 0.10% | −5,413−40.7% | Reduced |
| Personal Cfo Solutions, LLC | 7,923 | $1.48M | 0.29% | −22−0.3% | Reduced |
| SkyView Investment Advisors, LLC | 8,266 | $1.48M | 0.35% | −9,396−53.2% | Reduced |
| Karpas Strategies, LLC | 7,975 | $1.49M | 0.47% | −200−2.4% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.50M | 0.83% | −2,788−25.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,998 | $1.50M | 0.51% | −50−0.6% | Reduced |