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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 1,075 | $201.0K | 0.05% | +1,075 | New |
| Matrix Private Capital Group LLC | 1,076 | $201.0K | 0.10% | +1,076 | New |
| Blodgett Wealth Advisors, LLC | 1,075 | $201.0K | 0.17% | +1,075 | New |
| Norway Savings Bank | 1,078 | $202.0K | 0.09% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,090 | $204.0K | 0.02% | −400−26.8% | Reduced |
| Vista Investment Management | 1,093 | $204.0K | 0.11% | +1,093 | New |
| Crew Capital Management, Ltd. | 1,090 | $204.0K | 0.20% | +1,090 | New |
| State of Wyoming | 1,099 | $205.0K | 0.10% | −65−5.6% | Reduced |
| Karp Capital Management Corp | 1,097 | $205.0K | 0.03% | +1,097 | New |
| Clear Street Markets LLC | 1,100 | $206.0K | 0.06% | −3,100−73.8% | Reduced |
| Versor Investments LP | 1,100 | $206.0K | 0.01% | −500−31.3% | Reduced |
| Forte Capital LLC | 1,262 | $206.0K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,098 | $206.0K | 0.02% | +1,098 | New |
| Nadler Financial Group, Inc. | 1,102 | $206.0K | 0.03% | +1,102 | New |
| Capital Investment Advisory Services, LLC | 1,103 | $206.0K | 0.02% | +1,103 | New |
| Ackerman Capital Advisors, LLC | 1,101 | $206.0K | 0.05% | +1,101 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $206.0K | 0.01% | +1,100 | New |
| Truvestments Capital LLC | 1,107 | $207.0K | 0.11% | +51+4.8% | Added |
| Chickasaw Capital Management LLC | 1,105 | $207.0K | 0.01% | +1,105 | New |
| Wagner Wealth Management, LLC | 1,117 | $209.0K | 0.15% | +303+37.2% | Added |
| Delta Financial Advisors LLC | 1,121 | $210.0K | 0.09% | +1,121 | New |
| Axiom Investment Management LLC | 1,130 | $211.0K | 0.46% | −4,359−79.4% | Reduced |
| Affinity Capital Advisors, LLC | 1,131 | $211.0K | 0.07% | +1,131 | New |
| Cowa, LLC | 1,129 | $211.0K | 0.10% | +1,129 | New |
| Exencial Wealth Advisors, LLC | 1,132 | $212.0K | 0.01% | +1,132 | New |
| Aveo Capital Partners, LLC | 1,136 | $212.0K | 0.04% | +1,136 | New |
| Capital Planning Advisors, LLC | 1,142 | $213.0K | 0.05% | +1,142 | New |
| Vivaldi Capital Management, LLC | 1,351 | $214.0K | 0.06% | +81+6.4% | Added |
| Manhattan West Asset Management, LLC | 1,143 | $214.0K | 0.12% | +1,143 | New |
| Foundations Investment Advisors, LLC | 1,188 | $215.0K | 0.01% | −81−6.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,147 | $215.0K | 0.06% | +1,147 | New |
| Greenwich Wealth Management LLC | 1,156 | $216.0K | 0.02% | −232−16.7% | Reduced |
| Connecticut Wealth Management, LLC | 1,160 | $217.0K | 0.02% | +1,160 | New |
| Fieldpoint Private Securities, LLC | 1,166 | $218.0K | 0.04% | +98+9.2% | Added |
| BFT Financial Group, LLC | 1,166 | $218.0K | 0.03% | +1,166 | New |
| Valley National Advisers Inc | 1,176 | $220.0K | 0.04% | +5+0.4% | Added |
| Montgomery Investment Management Inc | 1,175 | $220.0K | 0.08% | +1,175 | New |
| South Shore Capital Advisors | 1,175 | $220.0K | 0.36% | +1,175 | New |
| Carmel Capital Partners, LLC | 1,175 | $220.0K | 0.18% | +1,175 | New |
| Solitude Financial Services | 1,181 | $221.0K | 0.14% | −350−22.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,182 | $221.0K | 0.10% | +1,182 | New |
| DF Dent & Co Inc | 1,185 | $222.0K | 0.00% | +1,185 | New |
| CNB Bank | 1,190 | $223.0K | 0.12% | +27+2.3% | Added |
| Reinhart Partners, Inc. | 1,200 | $224.0K | 0.01% | +1,200 | New |
| Fiera Capital Corp | 1,200 | $224.0K | 0.00% | +1,200 | New |
| Burt Wealth Advisors | 1,197 | $224.0K | 0.07% | +1,197 | New |
| Terra Nova Asset Management LLC | 1,200 | $224.0K | 0.21% | +1,200 | New |
| Fulcrum Capital LLC | 1,200 | $224.0K | 0.06% | +1,200 | New |
| Capital Market Strategies LLC | 1,199 | $224.0K | 0.19% | +1,199 | New |
| Walkner Condon Financial Advisors LLC | 1,199 | $224.0K | 0.06% | +1,199 | New |
| Farmers National Bank | 1,212 | $226.6K | 0.08% | +1,212 | New |
| Firestone Capital Management | 1,215 | $227.0K | 0.07% | +1,215 | New |
| Soltis Investment Advisors LLC | 1,214 | $227.0K | 0.03% | +1,214 | New |
| Wealth Management Partners, LLC | 1,000 | $228.0K | 0.16% | +1,000 | New |
| ICA Group Wealth Management, LLC | 1,363 | $228.0K | 0.04% | +1,363 | New |
| Warren Averett Asset Management, LLC | 1,224 | $229.0K | 0.02% | −19−1.5% | Reduced |
| Colonial Trust Advisors | 1,226 | $229.0K | 0.03% | −205−14.3% | Reduced |
| TrueWealth Advisors, LLC | 1,399 | $229.0K | 0.10% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,224 | $229.0K | 0.01% | −163−11.8% | Reduced |
| Carlson Capital Management | 1,224 | $229.0K | 0.02% | +1,224 | New |
| Encompass Wealth Advisors, LLC | 1,230 | $230.0K | 0.06% | 00.0% | Unchanged |
| First National Corp | 1,227 | $230.0K | 0.05% | +1,227 | New |
| XML Financial, LLC | 1,234 | $231.0K | 0.03% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 1,234 | $231.0K | 0.03% | +59+5.0% | Added |
| Signature Estate & Investment Advisors LLC | 1,238 | $232.0K | 0.01% | −18−1.4% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $232.0K | 0.19% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,245 | $233.0K | 0.03% | +2+0.2% | Added |
| North Star Asset Management Inc | 1,246 | $233.0K | 0.01% | +1,246 | New |
| E&G Advisors, LP | 1,250 | $234.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,254 | $234.7K | 0.11% | +240+23.7% | Added |
| Mayfair Advisory Group, LLC | 1,267 | $237.0K | 0.30% | −100−7.3% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $237.0K | 0.09% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,265 | $237.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,282 | $240.0K | 0.06% | −85−6.2% | Reduced |
| MBA Advisors LLC | 1,287 | $241.0K | 0.15% | −50−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 1,294 | $242.0K | 0.02% | −49−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,296 | $242.0K | 0.02% | +98+8.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,300 | $243.0K | 0.01% | −180−12.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $243.0K | 0.21% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $243.0K | 0.14% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,299 | $243.0K | 0.00% | +36+2.9% | Added |
| Sandy Cove Advisors, LLC | 1,300 | $243.0K | 0.20% | +783+151.5% | Added |
| Tiedemann Advisors, LLC | 1,300 | $243.0K | 0.01% | +1,300 | New |
| Halbert Hargrove Global Advisors, LLC | 1,306 | $244.0K | 0.02% | +52+4.1% | Added |
| Rollins Financial | 1,310 | $245.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,313 | $246.0K | 0.11% | −3,259−71.3% | Reduced |
| Advisor OS, LLC | 1,314 | $246.0K | 0.07% | −761−36.7% | Reduced |
| Summit Asset Management, LLC | 1,315 | $246.0K | 0.07% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,321 | $247.0K | 0.01% | −54−3.9% | Reduced |
| Hexagon Capital Partners LLC | 1,323 | $247.0K | 0.07% | +5+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 1,328 | $248.0K | 0.03% | −8,013−85.8% | Reduced |
| DRW Securities, LLC | 1,325 | $248.0K | 0.06% | +1,325 | New |
| L2 Asset Management, LLC | 1,327 | $248.0K | 0.15% | +1,327 | New |
| Independence Bank of Kentucky | 1,330 | $249.0K | 0.10% | −50−3.6% | Reduced |
| Lebenthal Global Advisors, LLC | 1,342 | $250.0K | 0.11% | −39−2.8% | Reduced |
| Berger Financial Group, Inc | 1,336 | $250.0K | 0.03% | −31−2.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,341 | $251.0K | 0.13% | +1,341 | New |
| Magellan Asset Management Ltd | 1,345 | $252.0K | 0.00% | −406−23.2% | Reduced |
| RTD Financial Advisors, Inc. | 1,349 | $252.0K | 0.03% | +19+1.4% | Added |
| Cozad Asset Management Inc | 1,350 | $252.0K | 0.04% | +100+8.0% | Added |