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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 1,625 | $304.0K | 0.02% | +2+0.1% | Added |
| Laird Norton Trust Company, LLC | 1,632 | $305.0K | 0.03% | −40−2.4% | Reduced |
| Tobam | 1,633 | $305.0K | 0.02% | +491+43.0% | Added |
| Accel Wealth Management | 1,634 | $306.0K | 0.16% | −97−5.6% | Reduced |
| Blue Fin Capital, Inc. | 1,637 | $306.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 1,641 | $306.0K | 0.08% | +118+7.7% | Added |
| Heritage Investment Group, Inc. | 1,642 | $307.0K | 0.22% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,648 | $308.0K | 0.12% | −617−27.2% | Reduced |
| Hemington Wealth Management | 1,649 | $308.0K | 0.10% | +1,649 | New |
| Yorktown Management & Research Co Inc | 1,650 | $309.0K | 0.26% | −460−21.8% | Reduced |
| Flagship Private Wealth, LLC | 1,654 | $309.0K | 0.25% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 1,651 | $309.0K | 0.22% | +106+6.9% | Added |
| Bahl & Gaynor Inc | 1,663 | $311.0K | 0.00% | 00.0% | Unchanged |
| LCNB Corp | 1,662 | $311.0K | 0.15% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,663 | $311.0K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,670 | $312.0K | 0.02% | +52+3.2% | Added |
| Abacus Planning Group, Inc. | 1,673 | $313.0K | 0.08% | −9−0.5% | Reduced |
| Michael B. Yongue | 1,675 | $313.0K | 0.23% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,678 | $314.0K | 0.03% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,686 | $315.0K | 0.00% | −3,358−66.6% | Reduced |
| Sittner & Nelson, LLC | 1,689 | $316.0K | 0.18% | +1+0.1% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $318.0K | 0.01% | −60−3.4% | Reduced |
| Fagan Associates, Inc. | 1,700 | $318.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,700 | $318.0K | 0.09% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1,700 | $318.0K | 0.22% | +1,700 | New |
| Madden Securities Corp | 1,700 | $318.0K | 0.14% | +1,700 | New |
| Round Rock Advisors, LLC | 1,699 | $318.0K | 0.13% | +1,699 | New |
| Private Portfolio Partners LLC | 1,703 | $318.5K | 0.08% | +1,703 | New |
| MEMBERS Trust Co | 1,707 | $319.0K | 0.01% | +50+3.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $322.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,733 | $322.0K | 0.03% | +1,733 | New |
| Investors Research Corp | 1,728 | $323.0K | 0.09% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,735 | $324.0K | 0.09% | −25−1.4% | Reduced |
| IMPACTfolio, LLC | 1,730 | $324.0K | 0.24% | +1,730 | New |
| Lineweaver Wealth Advisors, LLC | 1,739 | $325.0K | 0.09% | −39−2.2% | Reduced |
| Kelman-Lazarov, Inc. | 1,750 | $327.0K | 0.11% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $327.0K | 0.26% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,746 | $327.0K | 0.13% | +1,746 | New |
| West Family Investments, Inc. | 1,753 | $328.0K | 0.09% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,767 | $330.0K | 0.02% | +259+17.2% | Added |
| DSC Advisors, L.P. | 1,766 | $330.0K | 0.26% | +1,766 | New |
| HHM Wealth Advisors, LLC | 1,771 | $331.0K | 0.08% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,772 | $331.4K | 0.08% | +1,772 | New |
| HCR Wealth Advisors | 1,775 | $332.0K | 0.05% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,775 | $332.0K | 0.19% | +1,775 | New |
| First Business Financial Services, Inc. | 1,780 | $333.0K | 0.04% | +150+9.2% | Added |
| AlphaCrest Capital Management LLC | 1,784 | $334.0K | 0.02% | −27,259−93.9% | Reduced |
| Wolff Wiese Magana LLC | 1,786 | $334.0K | 0.22% | −46−2.5% | Reduced |
| Menard Financial Group LLC | 1,788 | $334.0K | 0.33% | +1,788 | New |
| Wealth Advisors of Tampa Bay, LLC | 1,800 | $336.0K | 0.09% | −390−17.8% | Reduced |
| Stratos Wealth Advisors, LLC | 1,798 | $336.0K | 0.03% | +10+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,800 | $337.0K | 0.16% | −400−18.2% | Reduced |
| Founders Financial Alliance, LLC | 1,800 | $337.0K | 0.15% | −14−0.8% | Reduced |
| Rosenbaum Jay D. | 1,804 | $337.0K | 0.53% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,800 | $337.0K | 0.03% | +92+5.4% | Added |
| Northside Capital Management, LLC | 1,805 | $338.0K | 0.09% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,810 | $338.0K | 0.17% | +154+9.3% | Added |
| Citizens National Bank Trust Department | 1,935 | $338.0K | 0.14% | +300+18.3% | Added |
| BTC Capital Management, Inc. | 1,829 | $342.0K | 0.03% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,836 | $343.0K | 0.03% | −2,487−57.5% | Reduced |
| Stockman Wealth Management, Inc. | 1,835 | $343.0K | 0.07% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,842 | $344.0K | 0.04% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,846 | $345.0K | 0.22% | −50−2.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,847 | $345.0K | 0.08% | +84+4.8% | Added |
| Canton Hathaway, LLC | 1,857 | $347.0K | 0.10% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,855 | $347.0K | 0.03% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,862 | $348.0K | 0.08% | +1+0.1% | Added |
| Washington Capital Management Inc | 1,862 | $348.2K | 0.29% | 00.0% | Unchanged |
| Resolute Financial, LLC | 1,868 | $349.0K | 0.28% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,866 | $349.0K | 0.17% | +49+2.7% | Added |
| PDS Planning, Inc | 1,867 | $349.0K | 0.06% | +201+12.1% | Added |
| Port Capital LLC | 1,864 | $349.0K | 0.02% | +201+12.1% | Added |
| Verity & Verity, LLC | 1,874 | $350.0K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,875 | $350.6K | 0.17% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,878 | $351.0K | 0.04% | −285−13.2% | Reduced |
| Washington Trust Bank | 1,875 | $351.0K | 0.04% | −52−2.7% | Reduced |
| Exane Derivatives | 1,880 | $351.5K | 0.10% | −2,101−52.8% | Reduced |
| Traphagen Investment Advisors LLC | 1,459 | $352.8K | 0.06% | −269−15.6% | Reduced |
| Allred Capital Management, LLC | 1,897 | $354.0K | 0.19% | −70−3.6% | Reduced |
| MJP Associates Inc | 1,894 | $354.0K | 0.09% | +1,894 | New |
| Schonfeld Strategic Advisors LLC | 1,900 | $355.0K | 0.00% | −128,892−98.5% | Reduced |
| Signature Wealth Management Partners, LLC | 1,896 | $355.0K | 0.30% | −1,000−34.5% | Reduced |
| Windsor Capital Management, LLC | 1,900 | $355.0K | 0.11% | +1+0.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,900 | $355.0K | 0.03% | +500+35.7% | Added |
| Echo45 Advisors LLC | 1,906 | $356.0K | 0.28% | −296−13.4% | Reduced |
| Hantz Financial Services, Inc. | 1,905 | $356.0K | 0.01% | −14−0.7% | Reduced |
| My Legacy Advisors, LLC | 1,910 | $357.0K | 0.17% | +1,910 | New |
| Financial Advocates Investment Management | 1,917 | $358.0K | 0.02% | +46+2.5% | Added |
| Chicago Partners Investment Group LLC | 2,297 | $359.0K | 0.03% | −620−21.3% | Reduced |
| Titus Wealth Management | 1,918 | $359.0K | 0.16% | −27−1.4% | Reduced |
| Independent Family Office, LLC | 1,932 | $361.0K | 0.12% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,938 | $362.0K | 0.05% | +128+7.1% | Added |
| Allen Investment Management LLC | 1,941 | $363.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,939 | $363.0K | 0.02% | +193+11.1% | Added |
| Centiva Capital, LP | 1,949 | $364.0K | 0.02% | −10,772−84.7% | Reduced |
| Davidson Trust Co | 1,948 | $364.0K | 0.27% | 00.0% | Unchanged |
| Ferris Capital, LLC | 1,945 | $364.0K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,004 | $366.0K | 0.02% | −15−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $366.0K | 0.29% | +1,962 | New |
| Dearborn Partners LLC | 1,963 | $367.0K | 0.01% | +28+1.4% | Added |