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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 10,396 | $1.94M | 0.16% | +5,887+130.6% | Added |
| Herbst Group, LLC | 10,400 | $1.95M | 1.29% | +200+2.0% | Added |
| Inlet Private Wealth, LLC | 10,411 | $1.95M | 0.49% | +20.0% | Added |
| Vestcor Inc | 10,415 | $1.95M | 0.07% | +2,081+25.0% | Added |
| William Allan, LLC | 10,427 | $1.95M | 1.47% | −19−0.2% | Reduced |
| Rathbone Brothers plc | 10,431 | $1.95M | 0.02% | −127−1.2% | Reduced |
| Citizens Business Bank | 10,500 | $1.96M | 0.24% | 00.0% | Unchanged |
| NVWM, LLC | 10,521 | $1.97M | 0.62% | −809−7.1% | Reduced |
| MainStreet Investment Advisors LLC | 10,531 | $1.97M | 0.18% | −337−3.1% | Reduced |
| Anchor Investment Management, LLC | 10,559 | $1.97M | 0.25% | −359−3.3% | Reduced |
| Polaris Wealth Advisory Group, LLC | 10,908 | $1.99M | 0.13% | +10,908 | New |
| Nicholas Hoffman & Company, LLC. | 10,658 | $1.99M | 0.08% | +159+1.5% | Added |
| Morse Asset Management, Inc | 10,672 | $2.00M | 0.50% | +4,532+73.8% | Added |
| Veriti Management LLC | 10,684 | $2.00M | 0.24% | +512+5.0% | Added |
| Mather Group, LLC. | 10,711 | $2.00M | 0.04% | +5,490+105.2% | Added |
| FOCUS Wealth Advisors, LLC | 10,733 | $2.01M | 1.20% | −132−1.2% | Reduced |
| Personal Capital Advisors Corp | 10,737 | $2.01M | 0.01% | −443−4.0% | Reduced |
| Assetmark, Inc | 10,773 | $2.02M | 0.01% | +6,401+146.4% | Added |
| Schechter Investment Advisors, LLC | 10,800 | $2.02M | 0.19% | +413+4.0% | Added |
| Wintrust Investments LLC | 10,835 | $2.03M | 0.20% | −124−1.1% | Reduced |
| Park Avenue Securities LLC | 10,912 | $2.04M | 0.04% | +5,012+84.9% | Added |
| Wellington Shields & Co., LLC | 10,940 | $2.05M | 0.67% | +3,000+37.8% | Added |
| Constitution Capital LLC | 10,950 | $2.05M | 1.12% | +4,950+82.5% | Added |
| Deane Retirement Strategies, Inc. | 10,956 | $2.05M | 1.13% | −82−0.7% | Reduced |
| Cigna Investments Inc | 10,976 | $2.05M | 0.25% | −3,333−23.3% | Reduced |
| Gifford Fong Associates | 11,000 | $2.06M | 0.38% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $2.06M | 0.55% | 00.0% | Unchanged |
| People's United Financial, Inc. | 11,014 | $2.06M | 0.06% | −4,773−30.2% | Reduced |
| AIA Group Ltd | 11,021 | $2.06M | 0.09% | +7,773+239.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,064 | $2.07M | 0.08% | −2,174−16.4% | Reduced |
| Jefferies Group LLC | 11,098 | $2.08M | 0.05% | +6,270+129.9% | Added |
| Argus Investors' Counsel, Inc. | 11,100 | $2.08M | 1.33% | −1,640−12.9% | Reduced |
| Meeder Asset Management Inc | 11,119 | $2.08M | 0.10% | +11,119 | New |
| Wolf Group Capital Advisors | 11,210 | $2.10M | 1.07% | +11,210 | New |
| Private Wealth Partners, LLC | 11,213 | $2.10M | 0.19% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 11,264 | $2.11M | 1.27% | −2,669−19.2% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 11,261 | $2.11M | 0.22% | −822−6.8% | Reduced |
| Jacobi Capital Management LLC | 11,291 | $2.11M | 0.25% | −40−0.4% | Reduced |
| Paloma Partners Management Co | 11,300 | $2.11M | 0.16% | +4,775+73.2% | Added |
| Moors & Cabot, Inc. | 11,322 | $2.12M | 0.13% | +1,607+16.5% | Added |
| Pinnacle Wealth Management, LLC | 11,352 | $2.12M | 2.48% | −1,272−10.1% | Reduced |
| Cito Capital Group, LLC | 11,400 | $2.13M | 0.97% | −3,000−20.8% | Reduced |
| Braun Stacey Associates Inc | 11,400 | $2.13M | 0.09% | +2,800+32.6% | Added |
| Little House Capital LLC | 11,456 | $2.14M | 1.10% | +10+0.1% | Added |
| SOL Capital Management CO | 11,463 | $2.14M | 0.39% | −700−5.8% | Reduced |
| Adviser Investments LLC | 11,474 | $2.15M | 0.14% | +421+3.8% | Added |
| Birinyi Associates Inc | 11,531 | $2.16M | 0.74% | +1,750+17.9% | Added |
| CSM Advisors, LLC | 11,549 | $2.16M | 0.15% | −915−7.3% | Reduced |
| Gamble Jones Investment Counsel | 11,567 | $2.16M | 0.13% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $2.17M | 0.77% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.17M | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,606 | $2.17M | 0.09% | −615−5.0% | Reduced |
| Spire Wealth Management | 11,673 | $2.18M | 0.06% | +2,583+28.4% | Added |
| Madison Wealth Management | 11,723 | $2.19M | 0.46% | −15−0.1% | Reduced |
| Wright Investors Service Inc | 11,734 | $2.19M | 0.55% | +662+6.0% | Added |
| Lowe Brockenbrough & Co Inc | 11,737 | $2.19M | 0.16% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,743 | $2.20M | 0.07% | +1,771+17.8% | Added |
| CMT Capital Markets Trading GmbH | 11,750 | $2.20M | 0.98% | −27,150−69.8% | Reduced |
| Bluestein R H & Co | 11,780 | $2.20M | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 11,784 | $2.20M | 0.08% | +446+3.9% | Added |
| Insight Inv LLC | 11,806 | $2.21M | 2.00% | +320+2.8% | Added |
| Bull Street Advisors, LLC | 11,822 | $2.21M | 1.07% | +192+1.7% | Added |
| Boston Family Office LLC | 11,863 | $2.22M | 0.16% | +1,250+11.8% | Added |
| Smith, Salley & Associates | 11,882 | $2.22M | 0.17% | −7−0.1% | Reduced |
| Csenge Advisory Group | 11,885 | $2.22M | 0.18% | +3,989+50.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,897 | $2.23M | 0.01% | −7,897−39.9% | Reduced |
| Fruth Investment Management | 11,915 | $2.23M | 0.62% | −50−0.4% | Reduced |
| American National Insurance Co | 12,025 | $2.25M | 0.61% | 00.0% | Unchanged |
| Change Path, LLC | 12,057 | $2.25M | 0.12% | +233+2.0% | Added |
| Caldwell Trust Co | 12,102 | $2.26M | 0.27% | −125−1.0% | Reduced |
| Corient Capital Partners, LLC | 12,140 | $2.27M | 0.15% | +1,032+9.3% | Added |
| BLB&B Advisors, LLC | 12,144 | $2.27M | 0.15% | −1,494−11.0% | Reduced |
| D. E. Shaw & Co., Inc. | 12,146 | $2.27M | 0.00% | −67,039−84.7% | Reduced |
| EFG Asset Management (North America) Corp. | 12,169 | $2.27M | 0.34% | +2,331+23.7% | Added |
| Buttonwood Financial Advisors Inc. | 12,210 | $2.28M | 2.06% | −239−1.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,246 | $2.29M | 0.23% | −359−2.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 12,294 | $2.30M | 1.47% | −1,814−12.9% | Reduced |
| Osborne Partners Capital Management, LLC | 12,325 | $2.31M | 0.17% | +50.0% | Added |
| Guardian Capital LP | 12,368 | $2.31M | 0.04% | +3,750+43.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,399 | $2.32M | 0.78% | +50.0% | Added |
| Empirical Finance, LLC | 12,413 | $2.32M | 0.26% | +2,406+24.0% | Added |
| Pittenger & Anderson Inc | 12,420 | $2.32M | 0.11% | +11,920+2,384.0% | Added |
| Pinnacle Holdings, LLC | 12,475 | $2.33M | 0.92% | +1,199+10.6% | Added |
| Icon Advisers Inc | 12,500 | $2.34M | 0.40% | −1,700−12.0% | Reduced |
| Frontier Wealth Management LLC | 13,355 | $2.34M | 0.03% | +68+0.5% | Added |
| Aviance Capital Partners, LLC | 12,540 | $2.35M | 0.43% | 00.0% | Unchanged |
| Bailard, Inc. | 12,549 | $2.35M | 0.08% | +978+8.5% | Added |
| Doheny Asset Management | 12,578 | $2.35M | 1.72% | −665−5.0% | Reduced |
| Burney Co | 12,590 | $2.35M | 0.11% | −2,180−14.8% | Reduced |
| IFG Advisory, LLC | 12,588 | $2.35M | 0.24% | +36+0.3% | Added |
| Quadrant Capital Group LLC | 12,625 | $2.36M | 0.29% | +161+1.3% | Added |
| Valeo Financial Advisors, LLC | 12,735 | $2.38M | 0.12% | +448+3.6% | Added |
| Integrated Wealth Concepts LLC | 12,753 | $2.38M | 0.07% | −2,465−16.2% | Reduced |
| KCM Investment Advisors LLC | 12,796 | $2.39M | 0.09% | −328−2.5% | Reduced |
| South State Corp. | 12,809 | $2.40M | 0.19% | −707−5.2% | Reduced |
| Ashfield Capital Partners, LLC | 12,826 | $2.40M | 0.16% | −105−0.8% | Reduced |
| U S Global Investors Inc | 12,900 | $2.41M | 0.08% | +12,900 | New |
| Jag Capital Management, LLC | 17,198 | $2.43M | 0.24% | −35−0.2% | Reduced |
| Signature Wealth Management Group | 13,036 | $2.44M | 1.10% | −510−3.8% | Reduced |
| Ahl Investment Management, Inc. | 13,059 | $2.44M | 2.24% | +637+5.1% | Added |