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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 18,246 | $3.41M | 0.14% | +119+0.7% | Added |
| Atria Wealth Solutions, Inc. | 18,278 | $3.42M | 0.06% | +18,278 | New |
| Hodges Capital Management Inc. | 18,303 | $3.42M | 0.27% | +4,913+36.7% | Added |
| WP Advisors, LLC | 18,332 | $3.43M | 1.41% | +271+1.5% | Added |
| Essex Investment Management Co LLC | 18,377 | $3.44M | 0.43% | −527−2.8% | Reduced |
| Pacifica Capital Investments, LLC | 18,400 | $3.44M | 1.12% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 18,551 | $3.47M | 3.36% | −60−0.3% | Reduced |
| Steel Canyon Capital, LLC | 18,570 | $3.47M | 4.49% | +18,570 | New |
| Advisory Services Network, LLC | 18,641 | $3.48M | 0.10% | −804−4.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,674 | $3.49M | 0.06% | −1,482−7.4% | Reduced |
| Ropes Wealth Advisors LLC | 18,700 | $3.50M | 0.60% | −899−4.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 18,699 | $3.50M | 0.26% | +18,699 | New |
| Clearstead Advisors, LLC | 18,705 | $3.50M | 0.24% | +1,282+7.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,814 | $3.52M | 0.30% | −716−3.7% | Reduced |
| Fiduciary Group LLC | 22,268 | $3.55M | 0.47% | −157−0.7% | Reduced |
| RNC Capital Management LLC | 19,243 | $3.60M | 0.18% | −238−1.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,250 | $3.60M | 0.20% | −30.0% | Reduced |
| Raymond James Trust N.A. | 19,403 | $3.63M | 0.11% | −821−4.1% | Reduced |
| DCM Advisors, LLC | 19,544 | $3.65M | 1.29% | −1,317−6.3% | Reduced |
| Azimuth Capital Management LLC | 19,573 | $3.66M | 0.16% | −286−1.4% | Reduced |
| Varma Mutual Pension Insurance Co | 19,735 | $3.69M | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 19,754 | $3.69M | 0.28% | +3,070+18.4% | Added |
| Lakeview Capital Partners, LLC | 19,828 | $3.71M | 1.90% | −1,264−6.0% | Reduced |
| Intrinsic Value Partners, LLC | 19,848 | $3.71M | 3.93% | −410−2.0% | Reduced |
| Fundamentun, LLC | 19,856 | $3.71M | 0.62% | −762−3.7% | Reduced |
| M. Kulyk & Associates, LLC | 19,913 | $3.72M | 1.02% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 19,997 | $3.74M | 0.83% | +529+2.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.76M | 3.43% | +1,218+6.4% | Added |
| TD Private Client Wealth LLC | 20,189 | $3.78M | 0.16% | +13,974+224.8% | Added |
| Chase Investment Counsel Corp | 20,312 | $3.80M | 1.66% | −669−3.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,624 | $3.86M | 0.98% | −636−3.0% | Reduced |
| Power Corp of Canada | 20,832 | $3.90M | 0.33% | +20,832 | New |
| Haverford Trust Co | 20,856 | $3.90M | 0.05% | +10.0% | Added |
| SRN Advisors, LLC | 21,008 | $3.93M | 1.73% | −3,912−15.7% | Reduced |
| Avantax Advisory Services, Inc. | 21,100 | $3.94M | 0.05% | +6,802+47.6% | Added |
| Chapman Investment Management, LLC | 21,084 | $3.94M | 2.10% | +21,084 | New |
| Teamwork Financial Advisors, LLC | 21,095 | $3.94M | 0.74% | +8,679+69.9% | Added |
| Kathleen S. Wright Associates Inc. | 21,224 | $3.97M | 2.90% | +20.0% | Added |
| Wetherby Asset Management Inc | 21,246 | $3.97M | 0.23% | +1,016+5.0% | Added |
| Vident Investment Advisory, LLC | 21,296 | $3.98M | 0.10% | −5,972−21.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21,613 | $4.04M | 0.17% | −17−0.1% | Reduced |
| Walleye Trading LLC | 21,708 | $4.06M | 0.08% | −25,116−53.6% | Reduced |
| Venture Visionary Partners LLC | 21,719 | $4.06M | 0.27% | −569−2.6% | Reduced |
| Boston Private Wealth LLC | 21,869 | $4.09M | 0.05% | +548+2.6% | Added |
| Western Wealth Management, LLC | 21,878 | $4.09M | 0.20% | +14,328+189.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 21,902 | $4.10M | 0.18% | −410−1.8% | Reduced |
| Stonnington Group, LLC | 23,066 | $4.10M | 0.98% | +4,325+23.1% | Added |
| Moody National Bank Trust Division | 21,919 | $4.10M | 0.13% | −324−1.5% | Reduced |
| Ethic Inc. | 21,926 | $4.10M | 0.28% | +2,495+12.8% | Added |
| Covington Capital Management | 22,043 | $4.12M | 0.15% | +15+0.1% | Added |
| Cetera Investment Advisers | 22,056 | $4.12M | 0.06% | −1,268−5.4% | Reduced |
| Mitchell Capital Management Co | 22,070 | $4.13M | 0.92% | −6,452−22.6% | Reduced |
| Sumitomo Life Insurance Co | 22,316 | $4.17M | 0.10% | −324−1.4% | Reduced |
| Avitas Wealth Management LLC | 22,372 | $4.18M | 0.75% | −5,928−20.9% | Reduced |
| Grandfield & Dodd, LLC | 22,382 | $4.19M | 0.28% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 22,419 | $4.19M | 0.71% | +22,419 | New |
| Blue Zone Wealth Advisors, LLC | 22,514 | $4.21M | 1.57% | −3,634−13.9% | Reduced |
| Family Management Corp | 22,611 | $4.23M | 1.17% | +22+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 22,649 | $4.24M | 0.83% | +1,156+5.4% | Added |
| Kingfisher Capital LLC | 22,689 | $4.24M | 1.09% | −92−0.4% | Reduced |
| Fort Washington Investment Advisors Inc | 22,900 | $4.28M | 0.03% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 22,931 | $4.29M | 0.04% | +2,131+10.2% | Added |
| Grassi Investment Management | 22,960 | $4.29M | 0.45% | 00.0% | Unchanged |
| Castleark Management LLC | 22,975 | $4.30M | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 22,979 | $4.30M | 0.04% | −400−1.7% | Reduced |
| National Asset Management, Inc. | 23,011 | $4.30M | 0.14% | −2,516−9.9% | Reduced |
| Chemistry Wealth Management LLC | 23,069 | $4.31M | 1.48% | +20,918+972.5% | Added |
| Jennison Associates LLC | 23,114 | $4.32M | 0.00% | −2,490−9.7% | Reduced |
| Front Barnett Associates LLC | 23,172 | $4.33M | 0.44% | −5,731−19.8% | Reduced |
| RBF Capital, LLC | 23,000 | $4.34M | 0.28% | 00.0% | Unchanged |
| EHP Funds Inc. | 23,270 | $4.35M | 0.72% | +23,270 | New |
| Regentatlantic Capital LLC | 23,361 | $4.37M | 0.12% | +2,534+12.2% | Added |
| Altshuler Shaham Ltd | 23,383 | $4.37M | 0.04% | −38−0.2% | Reduced |
| Hutner Capital Management Inc | 23,390 | $4.37M | 2.50% | −70−0.3% | Reduced |
| Park National Corp | 23,507 | $4.40M | 0.18% | −655−2.7% | Reduced |
| Ceera Investments, LLC | 23,506 | $4.40M | 2.19% | −128−0.5% | Reduced |
| Davy Global Fund Management Ltd | 23,572 | $4.41M | 0.72% | −673−2.8% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $4.43M | 0.78% | +23,857 | New |
| Kestra Private Wealth Services, LLC | 24,026 | $4.49M | 0.22% | +4,390+22.4% | Added |
| Concentric Wealth Management, LLC | 24,245 | $4.53M | 1.31% | +15+0.1% | Added |
| GWM Advisors LLC | 24,314 | $4.55M | 0.08% | +3,425+16.4% | Added |
| Advisor Partners LLC | 24,564 | $4.59M | 0.29% | +1,397+6.0% | Added |
| Chicago Trust Co NA | 24,605 | $4.60M | 0.99% | +723+3.0% | Added |
| Verdence Capital Advisors LLC | 24,611 | $4.60M | 0.52% | +1,525+6.6% | Added |
| Eqis Capital Management, Inc. | 24,725 | $4.62M | 0.41% | +4,169+20.3% | Added |
| Hancock Whitney Corp | 24,749 | $4.63M | 0.16% | −326−1.3% | Reduced |
| Simplex Trading, LLC | 24,769 | $4.63M | 0.15% | +24,769 | New |
| Wedbush Securities Inc | 24,880 | $4.65M | 0.21% | +429+1.8% | Added |
| Univest Financial Corp | 24,899 | $4.66M | 1.31% | −3,341−11.8% | Reduced |
| Bleichroeder LP | 25,000 | $4.67M | 0.83% | 00.0% | Unchanged |
| Crestline Management, LP | 25,000 | $4.67M | 0.59% | +25,000 | New |
| Foster Group, Inc. | 25,190 | $4.71M | 0.39% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 25,490 | $4.77M | 0.01% | −4,938−16.2% | Reduced |
| D.A. Davidson & Co. | 25,837 | $4.83M | 0.05% | −150−0.6% | Reduced |
| Financial Partners Capital Management LLC | 26,047 | $4.87M | 0.90% | −906−3.4% | Reduced |
| Impax Asset Management Group plc | 26,050 | $4.87M | 0.02% | +1,910+7.9% | Added |
| Boyd Watterson Asset Management LLC | 26,274 | $4.91M | 1.79% | +408+1.6% | Added |
| GDS Wealth Management | 26,749 | $4.93M | 1.09% | +1,098+4.3% | Added |
| Pine Ridge Advisers LLC | 26,500 | $4.96M | 1.35% | 00.0% | Unchanged |
| First Interstate Bank | 26,507 | $4.96M | 0.47% | −1,150−4.2% | Reduced |