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 |
|---|---|---|---|---|---|
| Brewin Dolphin Ltd | 8,031 | $1.50M | 0.06% | +527+7.0% | Added |
| Evergreen Capital Management LLC | 8,080 | $1.51M | 0.06% | +695+9.4% | Added |
| Barden Capital Management, Inc. | 8,099 | $1.51M | 1.48% | −639−7.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,103 | $1.51M | 0.52% | −188−2.3% | Reduced |
| Advisory Research Inc | 8,120 | $1.52M | 0.12% | −3,337−29.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,121 | $1.52M | 0.05% | −428−5.0% | Reduced |
| Associated Banc-Corp | 8,140 | $1.52M | 0.06% | −262−3.1% | Reduced |
| Triad Investment Management | 8,138 | $1.52M | 1.44% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,146 | $1.52M | 0.18% | +8,146 | New |
| M Holdings Securities, Inc. | 8,192 | $1.53M | 0.12% | +8,192 | New |
| Assenagon Asset Management S.A. | 8,202 | $1.53M | 0.00% | −9,903−54.7% | Reduced |
| C2C Wealth Management, LLC | 8,115 | $1.53M | 0.26% | −55−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.54M | 0.09% | 00.0% | Unchanged |
| Excalibur Management Corp | 8,221 | $1.54M | 0.67% | −157−1.9% | Reduced |
| First Command Bank | 8,265 | $1.55M | 0.21% | +6,204+301.0% | Added |
| First Command Financial Services, Inc. | 8,265 | $1.55M | 0.21% | +6,204+301.0% | Added |
| Evoke Wealth, LLC | 8,284 | $1.55M | 0.05% | +78+1.0% | Added |
| Abundance Wealth Counselors | 8,301 | $1.55M | 0.42% | −237−2.8% | Reduced |
| Grimes & Company, Inc. | 8,299 | $1.55M | 0.08% | −20.0% | Reduced |
| Amarillo National Bank | 8,313 | $1.55M | 0.30% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,335 | $1.56M | 0.10% | +1,049+14.4% | Added |
| Moloney Securities Asset Management, LLC | 8,340 | $1.56M | 0.30% | +300+3.7% | Added |
| American National Registered Investment Advisor, Inc. | 8,362 | $1.56M | 0.56% | −324−3.7% | Reduced |
| Smithfield Trust Co | 8,376 | $1.57M | 0.10% | +538+6.9% | Added |
| Meristem Family Wealth, LLC | 8,406 | $1.57M | 0.17% | −885−9.5% | Reduced |
| FineMark National Bank & Trust | 8,436 | $1.58M | 0.06% | +95+1.1% | Added |
| Qtron Investments LLC | 8,443 | $1.58M | 0.35% | +1,672+24.7% | Added |
| Bell Rock Capital LLC | 9,020 | $1.58M | 1.48% | −3,568−28.3% | Reduced |
| Community Bank, N.A. | 8,463 | $1.58M | 0.20% | −82−1.0% | Reduced |
| Boltwood Capital Management | 8,492 | $1.59M | 0.61% | −409−4.6% | Reduced |
| Coastal Bridge Advisors, LLC | 8,511 | $1.59M | 0.37% | +7+0.1% | Added |
| Sequoia Financial Advisors, LLC | 8,519 | $1.59M | 0.04% | +1,549+22.2% | Added |
| Summit Global Investments | 8,522 | $1.59M | 0.12% | +6,888+421.5% | Added |
| Everett Harris & Co | 8,553 | $1.60M | 0.02% | 00.0% | Unchanged |
| Berkshire Bank | 8,553 | $1.60M | 0.38% | +1,225+16.7% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.61M | 0.15% | −191−2.2% | Reduced |
| NTV Asset Management LLC | 8,685 | $1.62M | 0.27% | +60+0.7% | Added |
| Fulton Bank, N.A. | 8,688 | $1.63M | 0.08% | +207+2.4% | Added |
| Palisade Asset Management, LLC | 8,723 | $1.63M | 0.19% | −160−1.8% | Reduced |
| Center for Financial Planning, Inc. | 8,742 | $1.64M | 0.34% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 8,735 | $1.65M | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,839 | $1.65M | 0.02% | −210−2.3% | Reduced |
| Belpointe Asset Management LLC | 8,848 | $1.65M | 0.10% | +1,181+15.4% | Added |
| Seeyond | 8,925 | $1.67M | 0.17% | +3,873+76.7% | Added |
| TAGStone Capital, Inc. | 8,961 | $1.68M | 1.41% | +19+0.2% | Added |
| Argent Advisors, Inc. | 8,967 | $1.68M | 0.90% | +183+2.1% | Added |
| DuPont Capital Management Corp | 8,981 | $1.68M | 0.07% | −3,384−27.4% | Reduced |
| Insight Wealth Strategies, LLC | 8,977 | $1.68M | 0.25% | +1,132+14.4% | Added |
| Laffer Tengler Investments | 8,980 | $1.68M | 0.51% | −123−1.4% | Reduced |
| Taylor Frigon Capital Management LLC | 9,010 | $1.69M | 0.63% | −144−1.6% | Reduced |
| Bryn Mawr Trust Co | 9,007 | $1.69M | 0.07% | −105−1.2% | Reduced |
| Trustcore Financial Services, LLC | 9,033 | $1.69M | 0.15% | −149−1.6% | Reduced |
| Lavaca Capital LLC | 9,042 | $1.69M | 0.72% | −14,191−61.1% | Reduced |
| Beaumont Financial Partners, LLC | 9,045 | $1.69M | 0.13% | −230−2.5% | Reduced |
| Greenwood Gearhart Inc | 9,061 | $1.69M | 0.23% | −155−1.7% | Reduced |
| Man Group plc | 9,065 | $1.70M | 0.01% | −6,450−41.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.71M | 1.47% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,148 | $1.71M | 1.15% | +73+0.8% | Added |
| LGT Fund Management Co Ltd. | 9,180 | $1.72M | 0.23% | +6,580+253.1% | Added |
| Berkshire Asset Management LLC | 9,231 | $1.73M | 0.11% | 00.0% | Unchanged |
| Hartline Investment Corp | 10,466 | $1.73M | 0.22% | +1,233+13.4% | Added |
| Simmons Bank | 9,255 | $1.73M | 0.13% | −175−1.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.73M | 0.22% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,773 | $1.74M | 0.03% | +158+1.6% | Added |
| Atlas Capital Advisors LLC | 9,327 | $1.74M | 0.27% | −892−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 9,348 | $1.75M | 0.07% | +4,868+108.7% | Added |
| Stokes Family Office, LLC | 9,387 | $1.75M | 0.23% | +97+1.0% | Added |
| Massmutual Trust Co FSB | 9,424 | $1.76M | 0.07% | −567−5.7% | Reduced |
| Dakota Wealth Management | 9,475 | $1.77M | 0.14% | +1,472+18.4% | Added |
| Woodstock Corp | 9,515 | $1.78M | 0.21% | −975−9.3% | Reduced |
| Erste Asset Management GmbH | 9,470 | $1.80M | 0.03% | +536+6.0% | Added |
| Ziegler Capital Management, LLC | 9,622 | $1.80M | 0.08% | −64,932−87.1% | Reduced |
| Advisor Resource Council | 9,623 | $1.80M | 0.55% | −1,720−15.2% | Reduced |
| ACG Wealth | 9,633 | $1.80M | 0.34% | −884−8.4% | Reduced |
| Ingalls & Snyder LLC | 9,632 | $1.80M | 0.08% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 9,650 | $1.80M | 1.80% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,817 | $1.84M | 0.06% | +1,129+13.0% | Added |
| IBM Retirement Fund | 9,834 | $1.84M | 0.26% | −911−8.5% | Reduced |
| Knuff & Co LLC | 9,855 | $1.84M | 0.67% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 9,926 | $1.86M | 1.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,931 | $1.86M | 0.06% | +446+4.7% | Added |
| Parallel Advisors, LLC | 9,798 | $1.86M | 0.07% | +581+6.3% | Added |
| Chicago Capital, LLC | 9,949 | $1.86M | 0.08% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 9,994 | $1.87M | 0.02% | +529+5.6% | Added |
| Bayesian Capital Management, LP | 10,008 | $1.87M | 0.28% | +10,008 | New |
| Rothschild Investment Corp | 10,019 | $1.87M | 0.15% | +16+0.2% | Added |
| St. Johns Investment Management Company, LLC | 10,031 | $1.88M | 1.00% | +63+0.6% | Added |
| IHT Wealth Management, LLC | 10,062 | $1.88M | 0.14% | +6,791+207.6% | Added |
| CAPROCK Group, Inc. | 10,072 | $1.88M | 0.18% | +1,381+15.9% | Added |
| Metis Global Partners, LLC | 10,090 | $1.89M | 0.23% | +4,624+84.6% | Added |
| IndexIQ Advisors LLC | 10,102 | $1.89M | 0.07% | −366−3.5% | Reduced |
| Howard Capital Management Inc. | 10,106 | $1.89M | 0.43% | −609−5.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,119 | $1.89M | 0.31% | −43−0.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,450 | $1.91M | 0.33% | +395+3.9% | Added |
| Americana Partners, LLC | 10,223 | $1.91M | 0.59% | −9,904−49.2% | Reduced |
| Trustco Bank Corp N Y | 10,237 | $1.91M | 1.90% | 00.0% | Unchanged |
| Hyman Charles D | 10,247 | $1.92M | 0.12% | +243+2.4% | Added |
| Coldstream Capital Management Inc | 10,276 | $1.92M | 0.07% | −478−4.4% | Reduced |
| CX Institutional | 10,278 | $1.92M | 0.15% | +7,791+313.3% | Added |
| Penobscot Investment Management Company, Inc. | 10,289 | $1.92M | 0.28% | −482−4.5% | Reduced |