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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 316 | $59.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 316 | $59.0K | 0.04% | +316 | New |
| Marquette Asset Management, LLC | 326 | $61.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 334 | $62.0K | 0.06% | 00.0% | Unchanged |
| FAI Wealth Management | 340 | $63.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 343 | $64.0K | 0.01% | −215−38.5% | Reduced |
| Northwest Investment Counselors, LLC | 341 | $64.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $67.0K | 0.04% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $70.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 372 | $70.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 375 | $70.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 382 | $71.0K | 0.04% | −167,471−99.8% | Reduced |
| Lee Financial Co | 384 | $72.0K | 0.01% | +18+4.9% | Added |
| Gleason Group, Inc. | 395 | $74.0K | 0.02% | +1+0.3% | Added |
| Boit C F David | 400 | $75.0K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $75.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 411 | $77.0K | 0.02% | +27+7.0% | Added |
| Pinnacle Bancorp, Inc. | 420 | $79.0K | 0.03% | −20−4.5% | Reduced |
| West Paces Advisors Inc. | 437 | $81.7K | 0.03% | −18−4.0% | Reduced |
| Bogart Wealth, LLC | 444 | $83.0K | 0.01% | −320−41.9% | Reduced |
| Pacific Center for Financial Services | 450 | $84.0K | 0.03% | −16−3.4% | Reduced |
| CKW Financial Group | 450 | $84.0K | 0.01% | +50+12.5% | Added |
| AlphaMark Advisors, LLC | 468 | $88.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 468 | $88.0K | 0.02% | +434+1,276.5% | Added |
| Godsey & Gibb Associates | 480 | $90.0K | 0.03% | +480 | New |
| JCIC Asset Management Inc. | 484 | $91.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 493 | $92.0K | 0.04% | +8+1.6% | Added |
| Coastal Capital Group, Inc. | 494 | $92.0K | 0.02% | +1+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 500 | $94.0K | 0.03% | −25−4.8% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $94.0K | 0.10% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $94.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 511 | $96.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 522 | $98.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 525 | $98.0K | 0.01% | +203+63.0% | Added |
| Raffa Wealth Management, LLC | 545 | $101.9K | 0.04% | −30−5.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 564 | $105.0K | 0.00% | −46−7.5% | Reduced |
| Westchester Capital Management, Inc. | 560 | $105.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 562 | $105.0K | 0.04% | +40+7.7% | Added |
| Fortitude Advisory Group L.L.C. | 568 | $106.0K | 0.06% | −19−3.2% | Reduced |
| Dividend Assets Capital, LLC | 565 | $106.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $106.6K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 576 | $108.0K | 0.02% | −43−6.9% | Reduced |
| Lumature Wealth Partners, LLC | 579 | $108.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 587 | $110.0K | 0.00% | −46−7.3% | Reduced |
| Fortis Advisors, LLC | 588 | $110.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 591 | $111.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 602 | $113.0K | 0.04% | −500−45.4% | Reduced |
| Charter Oak Capital Management, LLC | 618 | $116.0K | 0.01% | +90+17.0% | Added |
| Riverview Trust Co | 622 | $116.0K | 0.09% | +453+268.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 630 | $118.0K | 0.00% | −640,969−99.9% | Reduced |
| Savior LLC | 624 | $118.0K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 641 | $120.0K | 0.01% | −79−11.0% | Reduced |
| Ulland Investment Advisors, LLC | 650 | $122.0K | 0.09% | +50+8.3% | Added |
| Arlington Partners LLC | 658 | $123.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 665 | $124.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 687 | $128.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $129.0K | 0.08% | 00.0% | Unchanged |
| Bollard Group LLC | 703 | $132.0K | 0.00% | +1+0.1% | Added |
| Tradewinds Capital Management, LLC | 708 | $132.0K | 0.02% | +75+11.8% | Added |
| Gemmer Asset Management LLC | 714 | $133.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 711 | $133.0K | 0.03% | +711 | New |
| Archer Investment Corp | 750 | $133.2K | 0.05% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 721 | $134.8K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 723 | $135.0K | 0.04% | −16−2.2% | Reduced |
| BerganKDV Wealth Management, LLC | 720 | $135.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 747 | $140.0K | 0.13% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 763 | $143.0K | 0.02% | +38+5.2% | Added |
| TCWP LLC | 765 | $143.0K | 0.03% | +765 | New |
| CenterStar Asset Management, LLC | – | $146.0K | 0.10% | – | – |
| First Financial Corp | 795 | $149.0K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 809 | $151.0K | 0.05% | +24+3.1% | Added |
| Ancora Advisors, LLC | 813 | $152.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 813 | $152.0K | 0.04% | +2+0.2% | Added |
| Kelly Financial Services LLC | 813 | $152.0K | 0.07% | +65+8.7% | Added |
| Sycomore Asset Management | 816 | $156.0K | 0.03% | +245+42.9% | Added |
| Freedman Financial Associates, Inc. | 849 | $159.0K | 0.11% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 866 | $161.0K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 865 | $162.0K | 0.09% | −135−13.5% | Reduced |
| Prestige Wealth Management Group LLC | 868 | $162.0K | 0.04% | +6+0.7% | Added |
| Close Asset Management Ltd | 1,001 | $164.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 899 | $165.0K | 0.02% | +5+0.6% | Added |
| West Branch Capital LLC | 884 | $165.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 899 | $168.0K | 0.10% | +299+49.8% | Added |
| Win Advisors, Inc | 905 | $169.0K | 0.04% | +905 | New |
| Raleigh Capital Management Inc. | 912 | $170.0K | 0.09% | +912 | New |
| LeJeune Puetz Investment Counsel LLC | 915 | $171.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 929 | $174.0K | 0.09% | +528+131.7% | Added |
| Surevest, LLC | 934 | $175.0K | 0.04% | +1+0.1% | Added |
| Covestor Ltd | 946 | $177.0K | 0.12% | +638+207.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 994 | $186.0K | 0.00% | +145+17.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $187.0K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,019 | $191.0K | 0.04% | −621−37.9% | Reduced |
| Key Financial Inc | 1,040 | $194.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,046 | $196.0K | 0.04% | +44+4.4% | Added |
| CVA Family Office, LLC | 1,060 | $198.0K | 0.05% | −79−6.9% | Reduced |
| Lockerman Financial Group, Inc. | 1,068 | $200.0K | 0.54% | −182−14.6% | Reduced |
| Unigestion Holding SA | 1,056 | $200.0K | 0.01% | +1,056 | New |
| SevenBridge Financial Group, LLC | 1,076 | $201.0K | 0.07% | −197−15.5% | Reduced |
| Benjamin Edwards Inc | 1,075 | $201.0K | 0.06% | +44+4.3% | Added |
| MBL Wealth, LLC | 1,074 | $201.0K | 0.05% | +1,074 | New |