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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 26,517 | $4.96M | 0.99% | +3,525+15.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,581 | $4.97M | 0.72% | +563+2.2% | Added |
| Barrett Asset Management, LLC | 26,623 | $4.98M | 0.21% | −7,881−22.8% | Reduced |
| Connable Office Inc | 26,622 | $4.98M | 0.66% | −2,328−8.0% | Reduced |
| New England Asset Management Inc | 26,707 | $4.99M | 0.08% | +1,100+4.3% | Added |
| Cubist Systematic Strategies, LLC | 26,811 | $5.01M | 0.04% | −91,145−77.3% | Reduced |
| Bouvel Investment Partners, LLC | 26,827 | $5.02M | 3.06% | +948+3.7% | Added |
| Roundview Capital LLC | 27,029 | $5.05M | 0.52% | +105+0.4% | Added |
| Unison Asset Management LLC | 27,194 | $5.08M | 4.36% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,418 | $5.13M | 0.57% | −100.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 27,662 | $5.17M | 0.11% | −3,858−12.2% | Reduced |
| Birmingham Capital Management Co Inc | 27,690 | $5.18M | 1.80% | 00.0% | Unchanged |
| Trust Co of Vermont | 27,860 | $5.21M | 0.35% | +40.0% | Added |
| Lincoln National Corp | 27,923 | $5.22M | 0.11% | +7,132+34.3% | Added |
| Olstein Capital Management, L.P. | 28,000 | $5.24M | 0.66% | −8,000−22.2% | Reduced |
| National Bank of Canada | 28,407 | $5.29M | 0.02% | +13,207+86.9% | Added |
| RPG Investment Advisory, LLC | 28,355 | $5.30M | 0.87% | −78−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 28,539 | $5.34M | 0.11% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 28,630 | $5.35M | 0.82% | 00.0% | Unchanged |
| Independent Advisor Alliance | 28,674 | $5.36M | 0.26% | +4,947+20.8% | Added |
| Chatham Capital Group, Inc. | 28,745 | $5.38M | 1.04% | −9,235−24.3% | Reduced |
| Goelzer Investment Management, Inc. | 28,978 | $5.42M | 0.47% | −1,221−4.0% | Reduced |
| HB Wealth Management, LLC | 28,982 | $5.42M | 0.10% | +3,229+12.5% | Added |
| Strategic Wealth Designers | 29,098 | $5.44M | 1.30% | +3,764+14.9% | Added |
| GFS Advisors, LLC | 29,205 | $5.46M | 1.15% | −2,290−7.3% | Reduced |
| Adalta Capital Management LLC | 29,230 | $5.47M | 2.73% | +210+0.7% | Added |
| Cutler Group LP | 29,269 | $5.47M | 0.51% | +26,615+1,002.8% | Added |
| O'Shaughnessy Asset Management, LLC | 29,323 | $5.48M | 0.09% | +10,333+54.4% | Added |
| Freestone Capital Holdings, LLC | 29,339 | $5.49M | 0.22% | −583−1.9% | Reduced |
| Synovus Financial Corp | 29,349 | $5.49M | 0.06% | −654−2.2% | Reduced |
| Prudential PLC | 29,405 | $5.50M | 0.08% | +13,509+85.0% | Added |
| E. Ohman J:or Asset Management AB | 29,500 | $5.52M | 0.18% | −3,600−10.9% | Reduced |
| AMG National Trust Bank | 29,630 | $5.54M | 0.18% | −966−3.2% | Reduced |
| Leonard Green & Partners, L.P. | 30,000 | $5.61M | 0.06% | +30,000 | New |
| Mirova | 30,032 | $5.62M | 0.75% | −785−2.5% | Reduced |
| Oppenheimer Asset Management Inc. | 30,149 | $5.64M | 0.08% | −1,577−5.0% | Reduced |
| Stonegate Investment Group, LLC | 30,247 | $5.66M | 0.19% | −12,229−28.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 30,379 | $5.68M | 1.48% | +244+0.8% | Added |
| First National Trust Co | 30,514 | $5.71M | 0.30% | +1,208+4.1% | Added |
| Bessemer Group Inc | 30,680 | $5.74M | 0.01% | +5,364+21.2% | Added |
| Pathstone Family Office, LLC | 30,316 | $5.75M | 0.13% | +5,724+23.3% | Added |
| Exchange Traded Concepts, LLC | 30,857 | $5.77M | 0.12% | −39,627−56.2% | Reduced |
| Asset Dedication, LLC | 31,056 | $5.78M | 0.64% | +415+1.4% | Added |
| Toroso Investments, LLC | 31,101 | $5.82M | 0.17% | +19,514+168.4% | Added |
| Guardian Capital Advisors LP | 33,264 | $5.84M | 0.57% | +1,008+3.1% | Added |
| Banque Cantonale Vaudoise | 31,311 | $5.85M | 0.25% | −2,069−6.2% | Reduced |
| Pacific Global Investment Management CO | 31,333 | $5.86M | 1.15% | −322−1.0% | Reduced |
| Pacer Advisors, Inc. | 31,585 | $5.91M | 0.05% | −1,031−3.2% | Reduced |
| Rodgers Brothers Inc. | 31,850 | $5.96M | 1.07% | −267−0.8% | Reduced |
| Gradient Investments LLC | 31,877 | $5.96M | 0.15% | −6,858−17.7% | Reduced |
| Commerzbank Aktiengesellschaft | 31,885 | $5.96M | 0.34% | +16,000+100.7% | Added |
| Nomura Holdings Inc | 33,206 | $6.00M | 0.05% | +10,493+46.2% | Added |
| Pavion Blue Capital, LLC | 32,210 | $6.02M | 3.53% | +65+0.2% | Added |
| Stratos Wealth Partners, LTD. | 32,222 | $6.03M | 0.13% | +4,526+16.3% | Added |
| Choate Investment Advisors | 32,799 | $6.13M | 0.33% | −18−0.1% | Reduced |
| Perigon Wealth Management, LLC | 32,843 | $6.14M | 0.43% | −1,089−3.2% | Reduced |
| Eastern Bank | 32,994 | $6.17M | 0.29% | +24,832+304.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,879 | $6.22M | 2.87% | −220−0.6% | Reduced |
| SP Asset Management | 33,700 | $6.30M | 0.68% | +280+0.8% | Added |
| Beacon Pointe Advisors, LLC | 33,860 | $6.33M | 0.09% | +8,441+33.2% | Added |
| Veritable, L.P. | 34,046 | $6.37M | 0.10% | +172+0.5% | Added |
| Searle & Co. | 34,090 | $6.38M | 2.35% | 00.0% | Unchanged |
| Private Management Group Inc | 34,102 | $6.38M | 0.26% | −16,277−32.3% | Reduced |
| Central Trust Co | 34,364 | $6.43M | 0.18% | −1,326−3.7% | Reduced |
| Heritage Trust Co | 34,500 | $6.45M | 0.91% | −962−2.7% | Reduced |
| Meyer Handelman Co | 34,500 | $6.45M | 0.25% | +40+0.1% | Added |
| LGT Group Foundation | 34,506 | $6.46M | 0.15% | +18,188+111.5% | Added |
| Stokes Capital Advisors, LLC | 34,569 | $6.46M | 1.88% | +70.0% | Added |
| Northwest & Ethical Investments L.P. | 34,591 | $6.47M | 0.21% | −1,515−4.2% | Reduced |
| Bright Rock Capital Management, LLC | 35,000 | $6.54M | 1.54% | 00.0% | Unchanged |
| Atria Investments LLC | 35,033 | $6.55M | 0.11% | +602+1.7% | Added |
| One Capital Management, LLC | 35,152 | $6.57M | 0.35% | +35,152 | New |
| Overbrook Management Corp | 35,172 | $6.58M | 1.46% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 35,427 | $6.63M | 0.13% | 00.0% | Unchanged |
| Natixis Investment Managers International | 35,510 | $6.64M | 0.12% | +35,510 | New |
| Drexel Morgan & Co. | 35,618 | $6.66M | 1.94% | +1,088+3.2% | Added |
| New Mexico Educational Retirement Board | 35,763 | $6.69M | 0.25% | −3,500−8.9% | Reduced |
| Prio Wealth Limited Partnership | 35,796 | $6.69M | 0.22% | −495−1.4% | Reduced |
| Alerus Financial NA | 36,238 | $6.78M | 0.58% | −99−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 36,300 | $6.79M | 0.02% | −87,700−70.7% | Reduced |
| Cetera Advisor Networks LLC | 36,330 | $6.79M | 0.08% | +6,784+23.0% | Added |
| First Hawaiian Bank | 36,617 | $6.85M | 0.21% | +4,627+14.5% | Added |
| Bell Asset Management Ltd | 36,778 | $6.88M | 1.18% | −6,285−14.6% | Reduced |
| JustInvest LLC | 36,832 | $6.89M | 0.33% | +7,813+26.9% | Added |
| Cornerstone Advisors, LLC | 37,000 | $6.92M | 0.41% | 00.0% | Unchanged |
| Long Corridor Asset Management Ltd | 37,000 | $6.92M | 8.43% | +37,000 | New |
| Edge Capital Group, LLC | 37,100 | $6.94M | 0.48% | −13,664−26.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,132 | $6.94M | 0.25% | +409+1.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 37,343 | $6.98M | 2.62% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 37,390 | $6.99M | 0.25% | −52,419−58.4% | Reduced |
| Ossiam | 37,466 | $7.01M | 0.18% | +28,579+321.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $7.01M | 0.78% | 00.0% | Unchanged |
| Allstate Corp | 37,553 | $7.02M | 0.19% | −24,336−39.3% | Reduced |
| 1st Source Bank | 37,564 | $7.02M | 0.43% | −104−0.3% | Reduced |
| WoodTrust Financial Corp | 37,726 | $7.05M | 1.43% | +1,941+5.4% | Added |
| Winslow Asset Management Inc | 37,764 | $7.06M | 1.39% | −398−1.0% | Reduced |
| Redwood Grove Capital, LLC | 37,747 | $7.07M | 3.51% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 38,016 | $7.11M | 0.21% | −3,877−9.3% | Reduced |
| Marshall Wace, LLP | 38,322 | $7.17M | 0.01% | +37,496+4,539.5% | Added |
| Highland Capital Management, LLC | 38,688 | $7.24M | 0.43% | +230+0.6% | Added |