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 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 1,352 | $253.0K | 0.02% | −934−40.9% | Reduced |
| Perennial Investment Advisors, LLC | 1,332 | $253.0K | 0.08% | −461−25.7% | Reduced |
| Burns J W & Co Inc | 1,353 | $253.0K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,357 | $253.0K | 0.08% | +14+1.0% | Added |
| Sunbelt Securities, Inc. | 1,339 | $254.0K | 0.05% | −173−11.4% | Reduced |
| FourThought Financial, LLC | 1,415 | $254.0K | 0.03% | +33+2.4% | Added |
| Legacy Private Trust Co. | 1,365 | $255.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,365 | $255.0K | 0.20% | +1,365 | New |
| Shulman DeMeo Asset Management LLC | 1,371 | $256.0K | 0.07% | +3+0.2% | Added |
| Edge Wealth Management LLC | 1,371 | $256.0K | 0.05% | +984+254.3% | Added |
| Compton Wealth Advisory Group, LLC | 1,367 | $256.0K | 0.10% | +1,367 | New |
| Centric Wealth Management | 1,372 | $257.0K | 0.08% | −22−1.6% | Reduced |
| Providence Capital Advisors, LLC | 1,377 | $257.0K | 0.07% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 1,380 | $258.0K | 0.11% | +125+10.0% | Added |
| Capstone Investment Advisors, LLC | 1,383 | $259.0K | 0.01% | −58,981−97.7% | Reduced |
| Keystone Financial Services | 1,613 | $260.0K | 0.15% | −996−38.2% | Reduced |
| Warther Private Wealth, LLC | 1,389 | $260.0K | 0.17% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,397 | $261.0K | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,402 | $262.0K | 0.09% | −1,105−44.1% | Reduced |
| Middleton & Co Inc | 1,400 | $262.0K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,400 | $262.0K | 0.27% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,403 | $262.0K | 0.04% | +98+7.5% | Added |
| Tortoise Investment Management, LLC | 1,405 | $263.0K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,415 | $264.0K | 0.04% | −221−13.5% | Reduced |
| Fairfield, Bush & Co. | 1,410 | $264.0K | 0.13% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,415 | $264.6K | 0.34% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 1,877 | $265.0K | 0.03% | −265−12.4% | Reduced |
| Davis R M Inc | 1,419 | $265.0K | 0.01% | −543−27.7% | Reduced |
| Zions Bancorporation, N.A. | 1,421 | $266.0K | 0.02% | +75+5.6% | Added |
| Mystic Asset Management, Inc. | 1,425 | $266.0K | 0.14% | +120+9.2% | Added |
| Balasa Dinverno & Foltz LLC | 1,424 | $266.0K | 0.02% | +1,424 | New |
| Garner Asset Management Corp | 1,428 | $267.0K | 0.11% | −20−1.4% | Reduced |
| United Bank | 1,430 | $268.0K | 0.04% | −145−9.2% | Reduced |
| CWA Asset Management Group, LLC | 1,431 | $268.0K | 0.02% | −95−6.2% | Reduced |
| City State Bank | 1,433 | $268.0K | 0.16% | +3+0.2% | Added |
| East Coast Asset Management, LLC. | 1,442 | $270.0K | 0.06% | 00.0% | Unchanged |
| Motco | 1,445 | $270.0K | 0.02% | +175+13.8% | Added |
| Global Trust Asset Management, LLC | 1,444 | $270.0K | 0.11% | +484+50.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,444 | $270.0K | 0.14% | +912+171.4% | Added |
| Everhart Financial Group, Inc. | 1,444 | $270.0K | 0.16% | +1,444 | New |
| Enterprise Financial Services Corp | 1,462 | $273.0K | 0.04% | +24+1.7% | Added |
| Amplius Wealth Advisors, LLC | 1,463 | $273.0K | 0.04% | +61+4.4% | Added |
| Lindbrook Capital, LLC | 1,463 | $274.0K | 0.04% | +50+3.5% | Added |
| Legacy Financial Advisors, Inc. | 1,463 | $274.0K | 0.06% | +1,463 | New |
| Proficio Capital Partners LLC | 1,473 | $275.0K | 0.04% | −545−27.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,480 | $276.0K | 0.02% | −196−11.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,474 | $276.0K | 0.07% | +88+6.3% | Added |
| Virtue Capital Management, LLC | 1,480 | $277.0K | 0.04% | −618−29.5% | Reduced |
| City Holding Co | 1,481 | $277.0K | 0.04% | −29−1.9% | Reduced |
| BlueCrest Capital Management Ltd | 1,479 | $277.0K | 0.02% | +1,479 | New |
| StoneX Group Inc. | 1,486 | $277.9K | 0.02% | −72−4.6% | Reduced |
| Delta Asset Management LLC | 1,486 | $278.0K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,489 | $278.0K | 0.17% | +29+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,486 | $278.0K | 0.07% | +183+14.0% | Added |
| Edgestream Partners, L.P. | 1,492 | $279.0K | 0.02% | −10,746−87.8% | Reduced |
| Intrust Bank NA | 1,491 | $279.0K | 0.04% | −1−0.1% | Reduced |
| Mengis Capital Management, Inc. | 1,500 | $280.0K | 0.05% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,500 | $281.0K | 0.04% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $281.0K | 0.12% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,505 | $281.0K | 0.06% | +1,505 | New |
| Tempus Wealth Planning, LLC | 1,502 | $281.0K | 0.20% | +1,502 | New |
| Trust Co of Virginia | 1,508 | $282.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,510 | $282.0K | 0.10% | +78+5.4% | Added |
| Silver Oak Securities, Inc | 1,533 | $282.0K | 0.06% | +1,533 | New |
| Probity Advisors, Inc. | 1,521 | $284.0K | 0.06% | −82−5.1% | Reduced |
| Northwest Wealth Management, LLC | 1,517 | $284.0K | 0.14% | +17+1.1% | Added |
| Financial Architects, Inc | 1,526 | $285.0K | 0.04% | −50−3.2% | Reduced |
| Lafayette Investments, Inc. | 1,524 | $285.0K | 0.07% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,530 | $286.0K | 0.16% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,536 | $287.0K | 0.16% | −14−0.9% | Reduced |
| Armstrong Shaw Associates Inc | 1,534 | $287.0K | 0.24% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,537 | $287.0K | 0.10% | +12+0.8% | Added |
| KCS Wealth Advisory | 1,538 | $288.0K | 0.13% | −279−15.4% | Reduced |
| Wealthquest Corp | 1,764 | $288.0K | 0.04% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,550 | $290.0K | 0.05% | −100−6.1% | Reduced |
| CPWM, LLC | 1,558 | $291.0K | 0.02% | −72−4.4% | Reduced |
| Bouchey Financial Group Ltd | 1,556 | $291.0K | 0.04% | −52−3.2% | Reduced |
| Semmax Financial Advisors Inc. | 1,563 | $292.0K | 0.12% | −1,125−41.9% | Reduced |
| Northwest Bancshares, Inc. | 1,569 | $293.0K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,565 | $293.0K | 0.06% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,575 | $295.0K | 0.05% | −67−4.1% | Reduced |
| Hall Laurie J Trustee | 1,579 | $295.0K | 0.11% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,575 | $295.0K | 0.20% | +1+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $295.0K | 0.10% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,583 | $296.0K | 0.03% | −16−1.0% | Reduced |
| Convergence Investment Partners, LLC | 1,585 | $296.0K | 0.15% | −8−0.5% | Reduced |
| Schubert & Co | 1,583 | $296.0K | 0.32% | +21+1.3% | Added |
| Mason & Associates Inc | 1,585 | $296.0K | 0.09% | +110+7.5% | Added |
| Elevated Capital Advisors, LLC | 1,582 | $296.0K | 0.10% | +1,582 | New |
| Reliant Investment Management, LLC | 1,586 | $297.0K | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,590 | $297.0K | 0.05% | +1,590 | New |
| Independent Solutions Wealth Management, LLC | 1,590 | $297.3K | 0.08% | −30−1.9% | Reduced |
| Baker Boyer National Bank | 1,593 | $298.0K | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,597 | $299.0K | 0.04% | −20−1.2% | Reduced |
| Puzo Michael J | 1,600 | $299.0K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $299.0K | 0.03% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 1,601 | $299.5K | 0.09% | +1+0.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,612 | $301.0K | 0.09% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,609 | $301.0K | 0.30% | +164+11.3% | Added |
| SFMG, LLC | 1,613 | $302.0K | 0.03% | +2+0.1% | Added |