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 |
|---|---|---|---|---|---|
| QV Investors Inc. | 13,070 | $2.44M | 0.17% | −7,240−35.6% | Reduced |
| Welch Group, LLC | 13,076 | $2.44M | 0.14% | +64+0.5% | Added |
| Benedict Financial Advisors Inc | 13,161 | $2.46M | 0.66% | −211−1.6% | Reduced |
| Montag A & Associates Inc | 13,176 | $2.46M | 0.13% | −2,939−18.2% | Reduced |
| Aristotle Capital Management, LLC | 13,196 | $2.47M | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,216 | $2.47M | 0.05% | +607+4.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,215 | $2.47M | 0.74% | +6,699+102.8% | Added |
| Profund Advisors LLC | 13,241 | $2.48M | 0.10% | −1,502−10.2% | Reduced |
| Fort Sheridan Advisors LLC | 13,300 | $2.49M | 0.73% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 13,358 | $2.50M | 0.06% | +2,779+26.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14,566 | $2.51M | 0.10% | +2,348+19.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,454 | $2.52M | 0.22% | +9+0.1% | Added |
| Cerity Partners LLC | 17,121 | $2.52M | 0.04% | +3,366+24.5% | Added |
| Sawgrass Asset Management LLC | 13,559 | $2.54M | 0.27% | −450−3.2% | Reduced |
| High Pointe Capital Management LLC | 13,565 | $2.54M | 1.82% | −1,180−8.0% | Reduced |
| Kanawha Capital Management LLC | 13,589 | $2.54M | 0.22% | −100−0.7% | Reduced |
| Two Sigma Securities, LLC | 13,593 | $2.54M | 0.35% | +9,203+209.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,781 | $2.58M | 1.58% | −168−1.2% | Reduced |
| Gilman Hill Asset Management, LLC | 13,814 | $2.58M | 0.59% | −300−2.1% | Reduced |
| HBK Sorce Advisory LLC | 13,826 | $2.59M | 0.14% | −1,995−12.6% | Reduced |
| Sawyer & Company, Inc | 13,868 | $2.59M | 1.17% | −63−0.5% | Reduced |
| BBR Partners, LLC | 13,866 | $2.59M | 0.24% | −9−0.1% | Reduced |
| Private Asset Management Inc | 13,924 | $2.60M | 0.35% | −335−2.3% | Reduced |
| Lincoln Capital LLC | 13,946 | $2.61M | 0.61% | +3,100+28.6% | Added |
| American Trust | 14,019 | $2.62M | 0.18% | +9,791+231.6% | Added |
| Two Sigma Advisers, LP | 14,100 | $2.64M | 0.01% | +7,300+107.4% | Added |
| Buckingham Strategic Wealth, LLC | 14,184 | $2.65M | 0.05% | −84−0.6% | Reduced |
| PEAK6 Investments LLC | 14,180 | $2.65M | 0.08% | +14,180 | New |
| Sandhill Capital Partners LLC | 14,188 | $2.65M | 0.23% | +1,236+9.5% | Added |
| St. James Investment Advisors, LLC | 14,334 | $2.68M | 2.15% | +650+4.8% | Added |
| Investment Advisory Services Inc | 14,486 | $2.71M | 1.51% | +1,779+14.0% | Added |
| Ieq Capital, LLC | 14,491 | $2.71M | 0.06% | −436−2.9% | Reduced |
| American Portfolios Advisors | 14,494 | $2.71M | 0.09% | +911+6.7% | Added |
| Hotaling Investment Management, LLC | 14,554 | $2.72M | 1.05% | −4,452−23.4% | Reduced |
| Northern Oak Wealth Management Inc | 14,653 | $2.74M | 0.34% | −3,840−20.8% | Reduced |
| Pettee Investors, Inc. | 14,681 | $2.75M | 1.21% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 14,850 | $2.78M | 0.60% | −2,500−14.4% | Reduced |
| Valueworks LLC | 14,929 | $2.79M | 0.92% | −299−2.0% | Reduced |
| Brendel Financial Advisors LLC | 14,991 | $2.80M | 1.52% | 00.0% | Unchanged |
| Independent Investors Inc | 15,000 | $2.81M | 0.62% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 15,074 | $2.82M | 0.05% | −192−1.3% | Reduced |
| Rehmann Capital Advisory Group | 15,133 | $2.83M | 0.27% | +1,640+12.2% | Added |
| Triasima Portfolio Management inc. | 15,130 | $2.83M | 0.14% | +8,255+120.1% | Added |
| Brave Asset Management Inc | 15,154 | $2.83M | 0.98% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 15,368 | $2.87M | 0.22% | +15,368 | New |
| TrinityPoint Wealth, LLC | 15,387 | $2.88M | 0.52% | −1,108−6.7% | Reduced |
| Peoples Financial Services Corp. | 15,553 | $2.91M | 1.26% | −716−4.4% | Reduced |
| Jackson Square Capital, LLC | 15,569 | $2.91M | 0.91% | −333−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 15,570 | $2.91M | 0.43% | +695+4.7% | Added |
| West Oak Capital, LLC | 15,725 | $2.94M | 1.33% | −510−3.1% | Reduced |
| Alps Advisors Inc | 15,772 | $2.95M | 0.03% | −652−4.0% | Reduced |
| Selway Asset Management | 15,810 | $2.96M | 1.43% | −50−0.3% | Reduced |
| Eads & Heald Wealth Management | 16,066 | $3.00M | 1.39% | −862−5.1% | Reduced |
| Girard Partners Ltd. | 16,082 | $3.01M | 0.33% | +9,764+154.5% | Added |
| Reynolds Investment Management, Inc. | 16,084 | $3.01M | 0.89% | +16,084 | New |
| Gotham Asset Management, LLC | 16,090 | $3.01M | 0.09% | +782+5.1% | Added |
| Condor Capital Management | 16,103 | $3.01M | 0.34% | −458−2.8% | Reduced |
| Tower Bridge Advisors | 16,177 | $3.03M | 0.20% | +225+1.4% | Added |
| Bennicas & Associates, Inc. | 16,225 | $3.03M | 1.52% | −187−1.1% | Reduced |
| Glenview Trust Co | 16,253 | $3.04M | 0.10% | −1,380−7.8% | Reduced |
| Proequities, Inc. | 16,259 | $3.04M | 0.22% | +1,260+8.4% | Added |
| Silvant Capital Management LLC | 16,332 | $3.05M | 0.58% | −371−2.2% | Reduced |
| River & Mercantile Asset Management LLP | 16,399 | $3.07M | 0.40% | −3,400−17.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,424 | $3.07M | 1.39% | −698−4.1% | Reduced |
| Northstar Group, Inc. | 16,431 | $3.07M | 0.74% | +30.0% | Added |
| L & S Advisors Inc | 16,441 | $3.07M | 0.36% | −18,251−52.6% | Reduced |
| Washington Trust Advisors, Inc. | 16,548 | $3.10M | 0.22% | −730−4.2% | Reduced |
| Naples Global Advisors, LLC | 16,602 | $3.10M | 0.36% | −115−0.7% | Reduced |
| Scotia Capital Inc. | 16,614 | $3.11M | 0.02% | −4,246−20.4% | Reduced |
| Greenleaf Trust | 16,653 | $3.11M | 0.04% | +1,884+12.8% | Added |
| Modera Wealth Management, LLC | 16,691 | $3.12M | 0.14% | −5,833−25.9% | Reduced |
| Regent Investment Management LLC | 16,826 | $3.15M | 0.73% | −50−0.3% | Reduced |
| Altium Wealth Management LLC | 16,841 | $3.15M | 0.20% | −1,226−6.8% | Reduced |
| Arabesque Asset Management Ltd | 16,874 | $3.15M | 1.10% | −173−1.0% | Reduced |
| Bank of Stockton | 16,912 | $3.16M | 0.99% | +1,494+9.7% | Added |
| Murphy Capital Management Inc | 16,971 | $3.17M | 0.37% | −1,000−5.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,119 | $3.20M | 0.43% | −373−2.1% | Reduced |
| Chartwell Investment Partners, LLC | 17,154 | $3.21M | 0.11% | −4,835−22.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 17,187 | $3.21M | 0.32% | −744−4.1% | Reduced |
| Canandaigua National Corp | 17,199 | $3.22M | 0.49% | −87−0.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,239 | $3.22M | 0.32% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 17,239 | $3.22M | 1.81% | +3,349+24.1% | Added |
| Elgethun Capital Management | 17,250 | $3.23M | 1.09% | −33−0.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $3.23M | 0.36% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 17,387 | $3.25M | 0.35% | −250−1.4% | Reduced |
| EP Wealth Advisors, LLC | 17,409 | $3.25M | 0.07% | −594−3.3% | Reduced |
| LaFleur & Godfrey LLC | 17,422 | $3.26M | 0.44% | +420+2.5% | Added |
| Wisconsin Capital Management LLC | 17,440 | $3.26M | 1.57% | +17,440 | New |
| Sigma Planning Corp | 17,548 | $3.28M | 0.10% | −1,296−6.9% | Reduced |
| Courier Capital LLC | 17,553 | $3.28M | 0.33% | −180−1.0% | Reduced |
| Lido Advisors, LLC | 17,591 | $3.29M | 0.06% | +753+4.5% | Added |
| Oliver Luxxe Assets LLC | 17,703 | $3.31M | 0.84% | +15,662+767.4% | Added |
| Siemens Fonds Invest GmbH | 17,753 | $3.32M | 0.27% | −212−1.2% | Reduced |
| Callahan Advisors, LLC | 17,767 | $3.32M | 0.38% | +51+0.3% | Added |
| Bill Few Associates, Inc. | 17,825 | $3.33M | 1.81% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 18,033 | $3.37M | 2.58% | +496+2.8% | Added |
| Wellington Shields Capital Management, LLC | 18,040 | $3.37M | 0.37% | −3,203−15.1% | Reduced |
| Kingsview Wealth Management, LLC | 18,117 | $3.39M | 0.15% | +5,822+47.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,155 | $3.40M | 0.30% | +1,298+7.7% | Added |
| Shelton Capital Management | 18,209 | $3.40M | 0.13% | −176−1.0% | Reduced |