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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 1,967 | $368.0K | 0.03% | −138−6.6% | Reduced |
| BDO Wealth Advisors, LLC | 1,972 | $369.0K | 0.04% | −300−13.2% | Reduced |
| GW Henssler & Associates Ltd | 1,979 | $370.0K | 0.02% | 00.0% | Unchanged |
| Athena Investment Management | 1,965 | $370.0K | 0.29% | +1,965 | New |
| Tiemann Investment Advisors, LLC | 1,999 | $374.0K | 0.17% | −158−7.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $374.0K | 0.02% | −15−0.7% | Reduced |
| Harbor Advisors LLC | 2,000 | $374.0K | 0.08% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $374.0K | 0.31% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 2,000 | $374.0K | 0.09% | +2,000 | New |
| LMCG Investments, LLC | 2,018 | $377.0K | 0.02% | +2,018 | New |
| Physicians Financial Services, Inc. | 2,020 | $378.0K | 0.14% | +20+1.0% | Added |
| Marino, Stram & Associates LLC | 2,023 | $378.0K | 0.12% | +66+3.4% | Added |
| Glassman Wealth Services | 2,019 | $378.0K | 0.07% | +490+32.0% | Added |
| First National Bank | 2,037 | $380.0K | 0.35% | +65+3.3% | Added |
| Brown Advisory Securities, LLC | 2,033 | $381.0K | 0.22% | −1,200−37.1% | Reduced |
| Triumph Capital Management | 2,040 | $382.0K | 0.17% | +4+0.2% | Added |
| Waddell & Associates, LLC | 2,043 | $382.0K | 0.06% | +2,043 | New |
| Greylin Investment Mangement Inc | 2,050 | $383.0K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $383.0K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,055 | $384.0K | 0.05% | −2−0.1% | Reduced |
| Pacitti Group Inc. | 2,052 | $384.0K | 0.25% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,060 | $385.0K | 0.14% | −90−4.2% | Reduced |
| Kore Private Wealth LLC | 2,060 | $385.0K | 0.05% | +131+6.8% | Added |
| Hamilton Capital, LLC | 2,072 | $387.0K | 0.02% | −2,051−49.7% | Reduced |
| Private Capital Management LLC | 2,072 | $388.0K | 0.12% | +56+2.8% | Added |
| Desjardins Global Asset Management Inc. | 2,089 | $390.0K | 0.03% | −126−5.7% | Reduced |
| Vista Wealth Management Group, LLC | 2,085 | $390.0K | 0.06% | −26−1.2% | Reduced |
| Keudell/Morrison Wealth Management | 2,085 | $390.0K | 0.16% | −20−1.0% | Reduced |
| Delta Investment Management, LLC | 2,095 | $392.0K | 0.12% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,095 | $392.0K | 0.19% | +164+8.5% | Added |
| HC Advisors, LLC | 2,107 | $394.0K | 0.25% | +10.0% | Added |
| Toth Financial Advisory Corp | 2,111 | $395.0K | 0.06% | +2+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 2,112 | $395.0K | 0.18% | +90+4.5% | Added |
| Essex Savings Bank | 2,120 | $396.0K | 0.13% | +13+0.6% | Added |
| Donaldson Capital Management, LLC | 2,122 | $397.0K | 0.02% | +2,122 | New |
| Great Diamond Partners, LLC | 2,132 | $398.0K | 0.11% | −62−2.8% | Reduced |
| Rafferty Asset Management, LLC | 2,131 | $398.0K | 0.00% | +2,131 | New |
| Silverlake Wealth Management LLC | 2,130 | $398.3K | 0.23% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,142 | $400.0K | 0.04% | +2+0.1% | Added |
| 9258 Wealth Management, LLC | 2,146 | $401.0K | 0.09% | −10−0.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,148 | $402.0K | 0.01% | −10,343−82.8% | Reduced |
| Next Level Private LLC | 2,151 | $402.0K | 0.32% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,157 | $403.0K | 0.00% | −15−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,168 | $405.0K | 0.05% | +117+5.7% | Added |
| Adirondack Trust Co | 2,169 | $405.0K | 0.19% | +459+26.8% | Added |
| Missouri Trust & Investment Co | 2,184 | $408.0K | 0.24% | −351−13.8% | Reduced |
| MidWestOne Financial Group, Inc. | 2,186 | $409.0K | 0.09% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 2,200 | $411.0K | 0.21% | +2,200 | New |
| Carmignac Gestion | 2,207 | $413.0K | 0.01% | +2,207 | New |
| Columbia Trust Co 01012016 | 2,289 | $414.0K | 0.19% | +68+3.1% | Added |
| Aberdeen Wealth Management LLC | 2,221 | $415.0K | 0.28% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,225 | $416.0K | 0.17% | −194−8.0% | Reduced |
| Waters Parkerson & Co., LLC | 2,228 | $417.0K | 0.02% | −39−1.7% | Reduced |
| Fairbanks Capital Management, Inc. | 2,235 | $418.0K | 0.31% | −123−5.2% | Reduced |
| Krane Funds Advisors LLC | 2,234 | $418.0K | 0.02% | −74−3.2% | Reduced |
| Quantum Private Wealth, LLC | 2,240 | $418.0K | 0.18% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,600 | $419.0K | 0.51% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,241 | $419.0K | 0.05% | −40−1.8% | Reduced |
| Financial Advisors, LLC | 2,240 | $419.0K | 0.13% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,251 | $421.0K | 0.03% | +2+0.1% | Added |
| Oak Asset Management, LLC | 2,259 | $422.0K | 0.17% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $422.0K | 0.19% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,259 | $422.0K | 0.20% | +12+0.5% | Added |
| Strategic Blueprint, LLC | 2,259 | $422.0K | 0.05% | +271+13.6% | Added |
| Oak Thistle LLC | 2,258 | $422.0K | 0.22% | +2,258 | New |
| Princeton Global Asset Management LLC | 2,267 | $424.0K | 0.12% | −900−28.4% | Reduced |
| Patton Albertson Miller Group, LLC | 2,270 | $424.0K | 0.07% | −5−0.2% | Reduced |
| Monticello Wealth Management, LLC | 2,268 | $424.0K | 0.04% | +111+5.1% | Added |
| Alpha Cubed Investments, LLC | 2,266 | $424.0K | 0.03% | +250+12.4% | Added |
| Credential Qtrade Securities Inc. | 2,278 | $426.0K | 0.03% | +70+3.2% | Added |
| M&R Capital Management Inc | 2,293 | $428.0K | 0.09% | +2+0.1% | Added |
| Lake Street Financial LLC | 2,288 | $428.0K | 0.08% | +1,040+83.3% | Added |
| HFG Advisors, Inc. | 2,292 | $429.0K | 0.49% | +2,292 | New |
| Brandywine Oak Private Wealth LLC | 2,303 | $430.0K | 0.05% | −82−3.4% | Reduced |
| Clear Harbor Asset Management, LLC | 2,300 | $430.0K | 0.05% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $430.0K | 0.28% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,302 | $430.0K | 0.06% | +25+1.1% | Added |
| Banque Pictet & Cie SA | 2,300 | $430.0K | 0.00% | +2,300 | New |
| Deseret Mutual Benefit Administrators | 2,305 | $431.0K | 0.09% | −582−20.2% | Reduced |
| Central Bank & Trust Co | 2,312 | $432.0K | 0.07% | −973−29.6% | Reduced |
| Patten Group, Inc. | 2,330 | $436.0K | 0.12% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,336 | $437.0K | 0.09% | −6,496−73.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,338 | $437.0K | 0.18% | −70−2.9% | Reduced |
| JNBA Financial Advisors | 2,341 | $438.0K | 0.06% | −52−2.2% | Reduced |
| Mechanics Bank Trust Department | 2,350 | $439.0K | 0.07% | −250−9.6% | Reduced |
| Palladium Partners LLC | 2,348 | $439.0K | 0.02% | −56−2.3% | Reduced |
| Mechanics Financial Corp | 2,350 | $439.0K | 0.23% | −35−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,347 | $439.0K | 0.02% | +7+0.3% | Added |
| Secure Asset Management, LLC | 2,357 | $441.0K | 0.20% | +2,357 | New |
| Geller Advisors LLC | 2,364 | $442.0K | 0.08% | −49−2.0% | Reduced |
| Windsor Group LTD | 2,409 | $443.0K | 0.08% | +3+0.1% | Added |
| ASB Consultores, LLC | 2,367 | $443.0K | 0.19% | +292+14.1% | Added |
| Mayflower Financial Advisors, LLC | 2,372 | $444.0K | 0.06% | −275−10.4% | Reduced |
| Pinnacle Private Wealth, LLC | 2,381 | $445.0K | 0.14% | −93−3.8% | Reduced |
| Northstar Asset Management LLC | 2,381 | $445.0K | 0.11% | +175+7.9% | Added |
| Sunburst Financial Group, LLC | 2,387 | $446.0K | 0.22% | 00.0% | Unchanged |
| Old National Bancorp | 2,399 | $448.0K | 0.02% | −151−5.9% | Reduced |
| InterOcean Capital Group, LLC | 2,394 | $448.0K | 0.02% | −83−3.4% | Reduced |
| Hanson & Doremus Investment Management | 2,397 | $448.0K | 0.10% | −50−2.0% | Reduced |
| Summit Trail Advisors, LLC | 2,398 | $448.0K | 0.04% | +2,398 | New |