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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 3,698 | $692.0K | 0.22% | +347+10.4% | Added |
| Chemung Canal Trust Co | 3,713 | $695.0K | 0.13% | −130−3.4% | Reduced |
| CoreFirst Bank & Trust | 3,716 | $695.0K | 0.48% | −40−1.1% | Reduced |
| PFG Advisors | 3,716 | $695.0K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,743 | $700.0K | 0.06% | −195−5.0% | Reduced |
| Sutton Wealth Advisors Inc. | 3,756 | $702.4K | 0.24% | +21+0.6% | Added |
| SeaCrest Wealth Management, LLC | 3,759 | $703.0K | 0.08% | +82+2.2% | Added |
| First City Capital Management, Inc. | 3,766 | $704.0K | 0.39% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3,769 | $705.0K | 0.03% | −150−3.8% | Reduced |
| Tompkins Financial Corp | 3,776 | $706.0K | 0.10% | +350+10.2% | Added |
| Aptus Capital Advisors, LLC | 3,773 | $706.0K | 0.02% | +1,350+55.7% | Added |
| RB Capital Management, LLC | 3,783 | $707.0K | 0.23% | +190+5.3% | Added |
| Cary Street Partners Asset Management LLC | 3,788 | $708.0K | 0.14% | +34+0.9% | Added |
| Twin Capital Management Inc | 3,796 | $710.0K | 0.08% | 00.0% | Unchanged |
| Benin Management CORP | 3,797 | $710.0K | 0.22% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 3,865 | $722.0K | 0.14% | −180−4.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,871 | $724.0K | 0.10% | +1,202+45.0% | Added |
| Verus Capital Partners, LLC | 4,308 | $726.0K | 0.11% | +4,308 | New |
| Merrion Investment Management Co, LLC | 3,891 | $727.0K | 0.53% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,891 | $728.0K | 0.35% | 00.0% | Unchanged |
| Platform Technology Partners | 3,896 | $729.0K | 0.35% | −181−4.4% | Reduced |
| Donoghue Forlines LLC | 3,930 | $735.0K | 0.16% | +3,930 | New |
| BancorpSouth Bank | 3,958 | $740.0K | 0.09% | −17,257−81.3% | Reduced |
| First Affirmative Financial Network | 3,958 | $740.0K | 0.71% | −242−5.8% | Reduced |
| Baldwin Investment Management, LLC | 3,980 | $744.0K | 0.21% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $748.0K | 0.34% | −16,000−80.0% | Reduced |
| Monetta Financial Services Inc | 4,000 | $748.0K | 0.62% | +4,000 | New |
| Oakworth Capital, Inc. | 4,012 | $750.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,022 | $752.0K | 0.08% | +263+7.0% | Added |
| Somerville Kurt F | 4,025 | $753.0K | 0.12% | −125−3.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,052 | $758.0K | 0.14% | +4+0.1% | Added |
| Centerpoint Advisors, LLC | 4,059 | $759.0K | 0.35% | −20−0.5% | Reduced |
| Symphony Financial, Ltd. Co. | 4,183 | $763.0K | 0.18% | +234+5.9% | Added |
| WBH Advisory Inc | 4,211 | $766.0K | 0.09% | −448−9.6% | Reduced |
| Allworth Financial LP | 4,101 | $767.0K | 0.01% | +1,758+75.0% | Added |
| Intercontinental Wealth Advisors, LLC | 4,111 | $769.0K | 0.18% | −986−19.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,119 | $770.0K | 0.62% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,133 | $773.0K | 0.11% | 00.0% | Unchanged |
| Barings LLC | 4,145 | $775.0K | 0.02% | +239+6.1% | Added |
| Trinity Legacy Partners, LLC | 4,152 | $776.0K | 0.26% | +365+9.6% | Added |
| Weik Capital Management | 4,153 | $777.0K | 0.31% | −20.0% | Reduced |
| Perpetual Investment Management Ltd | 4,156 | $777.0K | 0.10% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,162 | $778.0K | 0.23% | +4,162 | New |
| Radnor Capital Management, LLC | 4,175 | $781.0K | 0.20% | +280+7.2% | Added |
| DT Investment Partners, LLC | 4,177 | $781.0K | 0.10% | +1,545+58.7% | Added |
| Trillium Asset Management, LLC | 4,202 | $786.0K | 0.02% | −1,184−22.0% | Reduced |
| Twelve Points Wealth Management LLC | 4,203 | $786.0K | 0.59% | +30+0.7% | Added |
| Saxon Interests, Inc. | 4,243 | $793.0K | 0.42% | +113+2.7% | Added |
| Sawtooth Solutions, LLC | 4,260 | $797.0K | 0.10% | −3,086−42.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 4,264 | $797.0K | 0.85% | −300−6.6% | Reduced |
| Estabrook Capital Management | 4,274 | $799.2K | 0.12% | −50−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,283 | $800.0K | 0.07% | −8−0.2% | Reduced |
| Hilltop Holdings Inc. | 4,291 | $802.0K | 0.09% | −3,107−42.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,296 | $803.0K | 0.32% | −440−9.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,308 | $805.0K | 0.29% | −5−0.1% | Reduced |
| Global Retirement Partners, LLC | 5,178 | $806.0K | 0.06% | −123−2.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,322 | $808.0K | 0.18% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,327 | $809.0K | 0.03% | +89+2.1% | Added |
| Latitude Advisors, LLC | 4,338 | $811.0K | 0.18% | +1,804+71.2% | Added |
| Atlas Brown,Inc. | 4,353 | $814.0K | 0.33% | +10.0% | Added |
| Thoroughbred Financial Services, LLC | 4,355 | $814.0K | 0.13% | +2,492+133.8% | Added |
| GoalVest Advisory LLC | 4,353 | $814.0K | 0.46% | +4,353 | New |
| Brooks, Moore & Associates, Inc. | 4,364 | $816.0K | 0.50% | 00.0% | Unchanged |
| GFG Capital, LLC | 4,367 | $817.0K | 0.24% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,373 | $818.0K | 0.51% | +102+2.4% | Added |
| ARGI Investment Services, LLC | 4,382 | $819.0K | 0.02% | −3,060−41.1% | Reduced |
| IFG Advisors, LLC | 4,382 | $819.0K | 0.36% | +4+0.1% | Added |
| Beaumont Asset Management, L.L.C. | 4,381 | $819.0K | 0.55% | +116+2.7% | Added |
| Icapital Wealth LLC | 4,500 | $820.8K | 0.34% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,390 | $821.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,388 | $821.0K | 0.07% | +126+3.0% | Added |
| FDx Advisors, Inc. | 4,394 | $822.0K | 0.03% | −5,095−53.7% | Reduced |
| Alhambra Investment Partners LLC | 4,418 | $826.0K | 0.55% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,417 | $826.0K | 0.35% | +5+0.1% | Added |
| Wesbanco Bank Inc | 4,426 | $827.0K | 0.03% | +55+1.3% | Added |
| Evanson Asset Management, LLC | 4,420 | $827.0K | 0.08% | +465+11.8% | Added |
| Capitolis Advisors LLC | 4,442 | $831.0K | 0.04% | −593,649−99.3% | Reduced |
| Ellis Investment Partners, LLC | 4,451 | $832.0K | 0.20% | −15−0.3% | Reduced |
| Equitable Holdings, Inc. | 4,456 | $833.0K | 0.01% | +840+23.2% | Added |
| Fukoku Mutual Life Insurance Co | 4,467 | $835.0K | 0.06% | −5,973−57.2% | Reduced |
| Kovack Advisors, Inc. | 4,478 | $837.0K | 0.09% | +304+7.3% | Added |
| Leavell Investment Management, Inc. | 4,490 | $840.0K | 0.06% | +22+0.5% | Added |
| HighTower Trust Services, LTA | 4,490 | $840.0K | 0.08% | +136+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,497 | $841.0K | 0.15% | +93+2.1% | Added |
| Stamos Capital Partners, L.P. | 4,500 | $842.0K | 0.28% | +4,500 | New |
| Keebeck Alpha, LP | 4,520 | $845.0K | 0.26% | −972−17.7% | Reduced |
| Cypress Wealth Services, LLC | 4,518 | $845.0K | 0.23% | +20.0% | Added |
| V Wealth Advisors LLC | 4,551 | $851.0K | 0.14% | −860−15.9% | Reduced |
| Sun Life Financial INC | 4,603 | $858.0K | 0.04% | −421−8.4% | Reduced |
| Laurion Capital Management LP | 4,589 | $859.0K | 0.02% | −135,187−96.7% | Reduced |
| Independent Financial Group, LLC | 4,595 | $859.3K | 0.07% | −91−1.9% | Reduced |
| Diligent Investors, LLC | 4,601 | $860.0K | 0.25% | −200−4.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,609 | $861.9K | 0.07% | −62−1.3% | Reduced |
| Sargent Investment Group, LLC | 4,607 | $862.0K | 0.22% | +23+0.5% | Added |
| Evermay Wealth Management LLC | 4,611 | $862.0K | 0.14% | +120+2.7% | Added |
| Prospera Financial Services Inc | 4,607 | $862.0K | 0.04% | +1,062+30.0% | Added |
| Stevens Capital Management LP | 4,615 | $863.0K | 0.19% | −16,118−77.7% | Reduced |
| Schulhoff & Co Inc | 4,625 | $864.0K | 0.36% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,626 | $865.0K | 0.04% | +18+0.4% | Added |
| TCI Wealth Advisors, Inc. | 4,635 | $867.0K | 0.13% | +165+3.7% | Added |