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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 2,967 | $555.0K | 0.07% | +1,338+82.1% | Added |
| Integrated Investment Consultants, LLC | 2,983 | $558.0K | 0.16% | −513−14.7% | Reduced |
| Engineers Gate Manager LP | 3,002 | $561.0K | 0.02% | −3,211−51.7% | Reduced |
| FirstPurpose Wealth LLC | 3,000 | $561.0K | 0.44% | −360−10.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $561.0K | 0.21% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,000 | $561.0K | 0.08% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $561.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $561.0K | 0.29% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 3,000 | $561.0K | 0.26% | +7+0.2% | Added |
| Herold Advisors, Inc. | 3,000 | $561.0K | 0.20% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,017 | $564.0K | 0.35% | 00.0% | Unchanged |
| Maryland Capital Management | 3,024 | $565.0K | 0.04% | −25−0.8% | Reduced |
| Plancorp, LLC | 3,019 | $565.0K | 0.04% | +159+5.6% | Added |
| Vigilant Capital Management, LLC | 3,022 | $565.0K | 0.04% | +395+15.0% | Added |
| ERn Financial, LLC | 3,030 | $567.0K | 0.13% | +76+2.6% | Added |
| RMB Capital Management, LLC | 3,039 | $568.0K | 0.02% | −1,750−36.5% | Reduced |
| Acropolis Investment Management, LLC | 3,041 | $569.0K | 0.05% | −510−14.4% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $569.0K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,035 | $570.0K | 0.13% | +1,113+57.9% | Added |
| Acima Private Wealth, LLC | 3,057 | $572.0K | 0.26% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,061 | $572.0K | 0.04% | +28+0.9% | Added |
| Congress Wealth Management LLC | 3,068 | $573.0K | 0.01% | −765−20.0% | Reduced |
| Accredited Investors Inc. | 3,075 | $575.0K | 0.05% | +15+0.5% | Added |
| Altfest L J & Co Inc | 3,081 | $576.0K | 0.10% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 3,086 | $577.0K | 0.37% | −2,600−45.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,114 | $582.0K | 0.22% | −151−4.6% | Reduced |
| Cambridge Advisors Inc. | 3,110 | $582.0K | 0.14% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,116 | $583.0K | 0.10% | +67+2.2% | Added |
| Waterfront Wealth Inc. | 3,150 | $583.0K | 0.21% | +1,611+104.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,122 | $584.0K | 0.13% | −9,688−75.6% | Reduced |
| Buckley Wealth Management, LLC | 3,139 | $587.0K | 0.16% | −1,209−27.8% | Reduced |
| Partners Group Holding AG | 3,138 | $587.0K | 0.03% | −796−20.2% | Reduced |
| Texas Yale Capital Corp. | 3,145 | $588.0K | 0.03% | +335+11.9% | Added |
| Spartan Planning & Wealth Management | 3,167 | $592.0K | 0.74% | +3,167 | New |
| Heritage Wealth Advisors | 3,172 | $593.0K | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,180 | $595.0K | 0.18% | −100−3.0% | Reduced |
| Indiana Trust & Investment Management CO | 3,182 | $595.0K | 0.29% | −59−1.8% | Reduced |
| Abbrea Capital, LLC | 3,194 | $597.0K | 0.08% | −60−1.8% | Reduced |
| Factorial Partners, LLC | 3,200 | $598.0K | 0.41% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,208 | $599.9K | 0.05% | +1,339+71.6% | Added |
| Vise Technologies, Inc. | 3,211 | $600.0K | 0.23% | +3,211 | New |
| Clean Yield Group | 3,232 | $604.0K | 0.22% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,289 | $615.0K | 0.36% | −72−2.1% | Reduced |
| Aspen Investment Management Inc | 3,288 | $615.0K | 0.32% | −50−1.5% | Reduced |
| Private Ocean, LLC | 3,290 | $615.0K | 0.08% | −3−0.1% | Reduced |
| BTR Capital Management Inc | 3,292 | $616.0K | 0.08% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,295 | $616.2K | 0.26% | +3,295 | New |
| SignalPoint Asset Management, LLC | 3,316 | $620.0K | 0.20% | +21+0.6% | Added |
| First Western Trust Bank | 3,287 | $624.0K | 0.03% | +3,287 | New |
| Wealthspire Advisors, LLC | 3,343 | $625.0K | 0.01% | −3,591−51.8% | Reduced |
| Doliver Advisors, LP | 3,340 | $625.0K | 0.20% | −339−9.2% | Reduced |
| Stonebridge Capital Management Inc | 3,340 | $625.0K | 0.23% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,348 | $626.0K | 0.01% | 00.0% | Unchanged |
| Barton Investment Management | 3,360 | $628.0K | 0.08% | −140−4.0% | Reduced |
| Hartford Financial Management Inc. | 3,362 | $629.0K | 0.15% | −34−1.0% | Reduced |
| Quantinno Capital Management LP | 3,380 | $632.0K | 0.10% | +3,380 | New |
| Ridgewood Investments LLC | 3,392 | $634.0K | 0.42% | −17−0.5% | Reduced |
| Optas, LLC | 3,405 | $636.0K | 0.21% | −409−10.7% | Reduced |
| Old Mission Investment Co LLC | 3,402 | $636.2K | 0.24% | −5−0.1% | Reduced |
| Salem Investment Counselors Inc | 3,422 | $640.0K | 0.03% | −143−4.0% | Reduced |
| Bristol John W & Co Inc | 3,420 | $640.0K | 0.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,441 | $643.0K | 0.05% | −186−5.1% | Reduced |
| Defined Wealth Management, LLC | 3,444 | $644.0K | 0.57% | 00.0% | Unchanged |
| TNF LLC | 3,575 | $645.0K | 0.29% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,450 | $646.0K | 0.22% | +555+19.2% | Added |
| Grove Bank & Trust | 3,472 | $649.0K | 0.13% | +57+1.7% | Added |
| Horizon Wealth Management, LLC | 3,481 | $651.0K | 0.20% | −3,971−53.3% | Reduced |
| First National Bank of Hutchinson | 3,494 | $653.0K | 0.38% | −1,236−26.1% | Reduced |
| Emfo, LLC | 3,500 | $655.0K | 0.59% | −2,500−41.7% | Reduced |
| Money Concepts Capital Corp | 3,503 | $655.0K | 0.04% | +3,503 | New |
| Summit X, LLC | 3,535 | $655.0K | 0.16% | +3,535 | New |
| Hoylecohen, LLC | 3,515 | $657.0K | 0.06% | +10.0% | Added |
| Agate Pass Investment Management, LLC | 3,515 | $657.0K | 0.41% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,516 | $657.0K | 0.16% | +20+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 3,517 | $658.0K | 0.02% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,527 | $660.0K | 0.02% | −626−15.1% | Reduced |
| Sigma Investment Counselors Inc | 3,527 | $660.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,530 | $660.0K | 0.12% | +589+20.0% | Added |
| US Asset Management LLC | 3,540 | $662.0K | 0.61% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,545 | $663.0K | 0.09% | −1,013−22.2% | Reduced |
| BSW Wealth Partners | 3,547 | $663.0K | 0.17% | +413+13.2% | Added |
| Financial Management Network Inc | 3,537 | $664.0K | 0.34% | −43−1.2% | Reduced |
| Zeke Capital Advisors, LLC | 3,557 | $665.0K | 0.03% | +3,557 | New |
| 626 Financial, LLC | 3,564 | $666.0K | 0.43% | +648+22.2% | Added |
| Mizuho Securities USA LLC | 3,584 | $670.0K | 0.10% | −8,778−71.0% | Reduced |
| Chesapeake Wealth Management | 3,591 | $671.0K | 0.24% | +2,326+183.9% | Added |
| Philadelphia Trust Co | 3,595 | $672.0K | 0.05% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,595 | $672.0K | 0.46% | +3,595 | New |
| Saybrook Capital | 3,600 | $673.0K | 0.18% | −300−7.7% | Reduced |
| Arrow Financial Corp | 3,600 | $673.0K | 0.08% | +80+2.3% | Added |
| First Pacific Advisors, LP | 3,600 | $673.0K | 0.01% | +100+2.9% | Added |
| Bath Savings Trust Co | 3,622 | $677.0K | 0.08% | +792+28.0% | Added |
| LGL Partners, LLC | 3,636 | $680.0K | 0.09% | −409−10.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,642 | $681.0K | 0.04% | −9,092−71.4% | Reduced |
| Gitterman Wealth Management, LLC | 3,648 | $682.0K | 0.55% | +174+5.0% | Added |
| VeraBank, N.A. | 3,653 | $683.0K | 0.35% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,682 | $689.0K | 0.62% | +115+3.2% | Added |
| Intersect Capital LLC | 3,684 | $689.0K | 0.13% | +398+12.1% | Added |
| Cadence Bank NA | 3,686 | $690.0K | 0.19% | +85+2.4% | Added |
| Transform Wealth, LLC | 3,696 | $691.0K | 0.08% | −620−14.4% | Reduced |