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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 2,400 | $449.0K | 0.08% | −100−4.0% | Reduced |
| Confluence Investment Management LLC | 2,400 | $449.0K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,400 | $449.0K | 0.03% | +411+20.7% | Added |
| Childress Capital Advisors, LLC | 2,412 | $449.0K | 0.16% | +532+28.3% | Added |
| Titleist Asset Management, Ltd. | 2,402 | $449.0K | 0.09% | +2,402 | New |
| Kozak & Associates, Inc. | 2,651 | $450.0K | 0.29% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $450.0K | 0.07% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $451.0K | 0.17% | −400−14.2% | Reduced |
| Hunter Associates Investment Management LLC | 2,418 | $452.0K | 0.15% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,428 | $454.0K | 0.24% | −3−0.1% | Reduced |
| Laidlaw Wealth Management LLC | 2,439 | $456.0K | 0.08% | +228+10.3% | Added |
| Archford Capital Strategies, LLC | 2,457 | $456.0K | 0.10% | +479+24.2% | Added |
| Tortoise Index Solutions, LLC | 2,448 | $458.0K | 0.08% | −656−21.1% | Reduced |
| G&S Capital LLC | 2,449 | $458.0K | 0.24% | +984+67.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $460.0K | 0.50% | −780−24.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,460 | $460.0K | 0.45% | +12+0.5% | Added |
| Wealth Architects, LLC | 2,461 | $460.0K | 0.08% | +163+7.1% | Added |
| Sippican Capital Advisors | 2,478 | $463.0K | 0.38% | −25−1.0% | Reduced |
| Xcel Wealth Management, LLC | 2,480 | $464.0K | 0.13% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $466.0K | 0.22% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,495 | $467.0K | 0.01% | −3,827−60.5% | Reduced |
| Harbour Investment Management LLC | 2,500 | $468.0K | 0.23% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $468.0K | 0.17% | +2,500 | New |
| REDW Wealth LLC | 2,513 | $470.0K | 0.14% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,522 | $472.0K | 0.25% | 00.0% | Unchanged |
| Thomasville National Bank | 2,529 | $473.0K | 0.05% | −132−5.0% | Reduced |
| Putnam Investments LLC | 2,534 | $474.0K | 0.00% | −119−4.5% | Reduced |
| Benedetti & Gucer, Inc. | 2,538 | $474.0K | 0.32% | −75−2.9% | Reduced |
| Cornerstone Wealth Group, LLC | 2,536 | $474.0K | 0.09% | −66−2.5% | Reduced |
| Charter Trust Co | 2,550 | $477.0K | 0.04% | −79−3.0% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $477.0K | 0.09% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,552 | $477.0K | 0.05% | +500+24.4% | Added |
| JLB & Associates Inc | 2,557 | $478.0K | 0.07% | +853+50.1% | Added |
| Focus Financial Network, Inc. | 2,558 | $478.3K | 0.03% | −4,196−62.1% | Reduced |
| Dynamic Advisor Solutions LLC | 2,567 | $480.0K | 0.03% | −29−1.1% | Reduced |
| Parsec Financial Management, Inc. | 2,572 | $481.0K | 0.02% | +435+20.4% | Added |
| Means Investment Co., Inc. | 2,580 | $482.0K | 0.09% | +124+5.0% | Added |
| First Dallas Securities Inc. | 2,575 | $482.0K | 0.27% | +2,575 | New |
| SPC Financial, Inc. | 2,582 | $483.0K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,584 | $483.0K | 0.43% | +2,584 | New |
| Cable Hill Partners, LLC | 2,589 | $484.0K | 0.32% | +107+4.3% | Added |
| Capital Analysts, LLC | 2,587 | $484.0K | 0.03% | +241+10.3% | Added |
| Silver Lake Advisory, LLC | 2,592 | $485.0K | 0.23% | +2+0.1% | Added |
| Outlook Wealth Advisors, LLC | 2,595 | $486.0K | 0.16% | −9−0.3% | Reduced |
| Webster Bank, N. A. | 2,598 | $486.0K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 2,606 | $487.0K | 0.12% | +255+10.8% | Added |
| Paragon Capital Management Ltd | 2,612 | $488.0K | 0.09% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,616 | $489.0K | 0.24% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,621 | $490.0K | 0.19% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,674 | $491.0K | 0.51% | +217+8.8% | Added |
| Regatta Capital Group, LLC | 2,632 | $492.0K | 0.17% | −92−3.4% | Reduced |
| Roosevelt Investment Group LLC | 2,633 | $492.0K | 0.03% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $493.0K | 0.24% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,660 | $497.0K | 0.37% | +87+3.4% | Added |
| MCF Advisors LLC | 2,670 | $499.0K | 0.05% | +2,670 | New |
| Private Capital Group, LLC | 2,683 | $502.0K | 0.11% | +334+14.2% | Added |
| Cumberland Partners Ltd | 2,690 | $503.0K | 0.04% | +40+1.5% | Added |
| North Star Investment Management Corp. | 2,696 | $504.0K | 0.04% | −8−0.3% | Reduced |
| Monetary Management Group Inc | 2,700 | $505.0K | 0.13% | −750−21.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,702 | $505.0K | 0.04% | +869+47.4% | Added |
| KC Investment Advisors, LLC | 2,700 | $505.0K | 0.35% | +2,700 | New |
| Claris Advisors, LLC | 2,707 | $506.0K | 0.54% | 00.0% | Unchanged |
| Sierra Capital LLC | 2,709 | $507.0K | 0.08% | +21+0.8% | Added |
| Cypress Capital Group | 2,713 | $507.0K | 0.06% | +34+1.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,727 | $510.0K | 0.07% | −397−12.7% | Reduced |
| First Financial Bank - Trust Division | 2,742 | $512.0K | 0.05% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,736 | $512.0K | 0.29% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,745 | $513.0K | 0.08% | −3,760−57.8% | Reduced |
| Knightsbridge Asset Management, LLC | 2,749 | $514.0K | 0.17% | +10.0% | Added |
| Jump Financial, LLC | 2,749 | $514.0K | 0.02% | +41+1.5% | Added |
| Yarbrough Capital, LLC | 2,747 | $514.0K | 0.03% | +615+28.8% | Added |
| Cornerstone Wealth Management, LLC | 2,755 | $515.0K | 0.05% | −162−5.6% | Reduced |
| Bank Hapoalim BM | 2,760 | $516.0K | 0.05% | −51−1.8% | Reduced |
| DFPG Investments, LLC | 2,810 | $518.0K | 0.20% | −95−3.3% | Reduced |
| CapWealth Advisors, LLC | 2,771 | $518.0K | 0.05% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,771 | $518.0K | 0.17% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,778 | $519.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,774 | $519.0K | 0.12% | +363+15.1% | Added |
| Marietta Investment Partners LLC | 2,800 | $524.0K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,800 | $524.0K | 0.07% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 2,828 | $529.0K | 0.01% | −1,888−40.0% | Reduced |
| Penserra Capital Management LLC | 2,832 | $529.0K | 0.01% | +169+6.3% | Added |
| MayTech Global Investments, LLC | 2,832 | $530.0K | 0.12% | −34−1.2% | Reduced |
| Ellevest, Inc. | 2,836 | $530.0K | 0.04% | +315+12.5% | Added |
| McIlrath & Eck, LLC | 2,852 | $533.0K | 0.15% | +5+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,868 | $536.0K | 0.10% | −404−12.3% | Reduced |
| Pioneer Trust Bank N A | 2,865 | $536.0K | 0.15% | +5+0.2% | Added |
| Henshaw Capital LLC | 2,871 | $536.9K | 0.03% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 2,877 | $538.0K | 0.66% | +150+5.5% | Added |
| Aua Capital Management, LLC | 2,900 | $542.0K | 0.29% | +200+7.4% | Added |
| WMS Partners, LLC | 2,914 | $545.0K | 0.07% | −168−5.5% | Reduced |
| NewEdge Wealth, LLC | 2,913 | $545.0K | 0.02% | +2,913 | New |
| Cadent Capital Advisors, LLC | 2,923 | $547.0K | 0.25% | +186+6.8% | Added |
| Eagle Ridge Investment Management | 2,939 | $550.0K | 0.06% | −260−8.1% | Reduced |
| Twin Lakes Capital Management, LLC | 2,941 | $550.0K | 0.31% | +3+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,939 | $550.0K | 0.11% | +136+4.9% | Added |
| First Horizon Advisors, Inc. | 2,956 | $552.0K | 0.03% | −26−0.9% | Reduced |
| Asset Management Corp | 2,958 | $553.0K | 0.34% | −1,010−25.5% | Reduced |
| Voya Financial Advisors, Inc. | 2,915 | $553.0K | 0.06% | +554+23.5% | Added |
| Carnegie Capital Asset Management, LLC | 2,963 | $554.0K | 0.02% | +84+2.9% | Added |