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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 9,327 | $1.74M | 0.27% | −892−8.7% | Reduced |
| Brookstone Capital Management | 9,773 | $1.74M | 0.03% | +158+1.6% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.73M | 0.22% | 00.0% | Unchanged |
| Simmons Bank | 9,255 | $1.73M | 0.13% | −175−1.9% | Reduced |
| Hartline Investment Corp | 10,466 | $1.73M | 0.22% | +1,233+13.4% | Added |
| Berkshire Asset Management LLC | 9,231 | $1.73M | 0.11% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 9,180 | $1.72M | 0.23% | +6,580+253.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.71M | 1.47% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,148 | $1.71M | 1.15% | +73+0.8% | Added |
| Man Group plc | 9,065 | $1.70M | 0.01% | −6,450−41.6% | Reduced |
| Greenwood Gearhart Inc | 9,061 | $1.69M | 0.23% | −155−1.7% | Reduced |
| Lavaca Capital LLC | 9,042 | $1.69M | 0.72% | −14,191−61.1% | Reduced |
| Beaumont Financial Partners, LLC | 9,045 | $1.69M | 0.13% | −230−2.5% | Reduced |
| Trustcore Financial Services, LLC | 9,033 | $1.69M | 0.15% | −149−1.6% | Reduced |
| Taylor Frigon Capital Management LLC | 9,010 | $1.69M | 0.63% | −144−1.6% | Reduced |
| Bryn Mawr Trust Co | 9,007 | $1.69M | 0.07% | −105−1.2% | Reduced |
| Laffer Tengler Investments | 8,980 | $1.68M | 0.51% | −123−1.4% | Reduced |
| DuPont Capital Management Corp | 8,981 | $1.68M | 0.07% | −3,384−27.4% | Reduced |
| Insight Wealth Strategies, LLC | 8,977 | $1.68M | 0.25% | +1,132+14.4% | Added |
| Argent Advisors, Inc. | 8,967 | $1.68M | 0.90% | +183+2.1% | Added |
| TAGStone Capital, Inc. | 8,961 | $1.68M | 1.41% | +19+0.2% | Added |
| Seeyond | 8,925 | $1.67M | 0.17% | +3,873+76.7% | Added |
| Belpointe Asset Management LLC | 8,848 | $1.65M | 0.10% | +1,181+15.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,839 | $1.65M | 0.02% | −210−2.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,735 | $1.65M | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 8,742 | $1.64M | 0.34% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 8,723 | $1.63M | 0.19% | −160−1.8% | Reduced |
| Fulton Bank, N.A. | 8,688 | $1.63M | 0.08% | +207+2.4% | Added |
| NTV Asset Management LLC | 8,685 | $1.62M | 0.27% | +60+0.7% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.61M | 0.15% | −191−2.2% | Reduced |
| Everett Harris & Co | 8,553 | $1.60M | 0.02% | 00.0% | Unchanged |
| Berkshire Bank | 8,553 | $1.60M | 0.38% | +1,225+16.7% | Added |
| Summit Global Investments | 8,522 | $1.59M | 0.12% | +6,888+421.5% | Added |
| Sequoia Financial Advisors, LLC | 8,519 | $1.59M | 0.04% | +1,549+22.2% | Added |
| Coastal Bridge Advisors, LLC | 8,511 | $1.59M | 0.37% | +7+0.1% | Added |
| Boltwood Capital Management | 8,492 | $1.59M | 0.61% | −409−4.6% | Reduced |
| Bell Rock Capital LLC | 9,020 | $1.58M | 1.48% | −3,568−28.3% | Reduced |
| Community Bank, N.A. | 8,463 | $1.58M | 0.20% | −82−1.0% | Reduced |
| Qtron Investments LLC | 8,443 | $1.58M | 0.35% | +1,672+24.7% | Added |
| FineMark National Bank & Trust | 8,436 | $1.58M | 0.06% | +95+1.1% | Added |
| Meristem Family Wealth, LLC | 8,406 | $1.57M | 0.17% | −885−9.5% | Reduced |
| Smithfield Trust Co | 8,376 | $1.57M | 0.10% | +538+6.9% | Added |
| American National Registered Investment Advisor, Inc. | 8,362 | $1.56M | 0.56% | −324−3.7% | Reduced |
| Moloney Securities Asset Management, LLC | 8,340 | $1.56M | 0.30% | +300+3.7% | Added |
| J.W. Cole Advisors, Inc. | 8,335 | $1.56M | 0.10% | +1,049+14.4% | Added |
| Amarillo National Bank | 8,313 | $1.55M | 0.30% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 8,301 | $1.55M | 0.42% | −237−2.8% | Reduced |
| Grimes & Company, Inc. | 8,299 | $1.55M | 0.08% | −20.0% | Reduced |
| Evoke Wealth, LLC | 8,284 | $1.55M | 0.05% | +78+1.0% | Added |
| First Command Bank | 8,265 | $1.55M | 0.21% | +6,204+301.0% | Added |
| First Command Financial Services, Inc. | 8,265 | $1.55M | 0.21% | +6,204+301.0% | Added |
| Excalibur Management Corp | 8,221 | $1.54M | 0.67% | −157−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.54M | 0.09% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 8,115 | $1.53M | 0.26% | −55−0.7% | Reduced |
| Assenagon Asset Management S.A. | 8,202 | $1.53M | 0.00% | −9,903−54.7% | Reduced |
| M Holdings Securities, Inc. | 8,192 | $1.53M | 0.12% | +8,192 | New |
| Woodmont Investment Counsel LLC | 8,146 | $1.52M | 0.18% | +8,146 | New |
| Associated Banc-Corp | 8,140 | $1.52M | 0.06% | −262−3.1% | Reduced |
| Triad Investment Management | 8,138 | $1.52M | 1.44% | 00.0% | Unchanged |
| Advisory Research Inc | 8,120 | $1.52M | 0.12% | −3,337−29.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,121 | $1.52M | 0.05% | −428−5.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,103 | $1.51M | 0.52% | −188−2.3% | Reduced |
| Barden Capital Management, Inc. | 8,099 | $1.51M | 1.48% | −639−7.3% | Reduced |
| Evergreen Capital Management LLC | 8,080 | $1.51M | 0.06% | +695+9.4% | Added |
| Brewin Dolphin Ltd | 8,031 | $1.50M | 0.06% | +527+7.0% | Added |
| Walter & Keenan Financial Consulting Co | 7,998 | $1.50M | 0.51% | −50−0.6% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.50M | 0.83% | −2,788−25.8% | Reduced |
| Karpas Strategies, LLC | 7,975 | $1.49M | 0.47% | −200−2.4% | Reduced |
| SkyView Investment Advisors, LLC | 8,266 | $1.48M | 0.35% | −9,396−53.2% | Reduced |
| Personal Cfo Solutions, LLC | 7,923 | $1.48M | 0.29% | −22−0.3% | Reduced |
| CoreCap Advisors, LLC | 7,895 | $1.48M | 0.10% | −5,413−40.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,875 | $1.47M | 0.74% | −25−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 7,875 | $1.47M | 0.69% | +309+4.1% | Added |
| HRT Financial LP | 7,815 | $1.46M | 0.01% | −111,316−93.4% | Reduced |
| TCTC Holdings, LLC | 7,777 | $1.45M | 0.06% | +1,152+17.4% | Added |
| Beach Investment Counsel Inc | 7,733 | $1.45M | 0.15% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,729 | $1.45M | 0.22% | +126+1.7% | Added |
| LMR Partners LLP | 7,717 | $1.44M | 0.02% | −235,614−96.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,609 | $1.44M | 0.10% | +4,616+154.2% | Added |
| Insight Advisors, LLC | 7,696 | $1.44M | 0.43% | −100−1.3% | Reduced |
| SRB Corp | 7,694 | $1.44M | 0.08% | 00.0% | Unchanged |
| Strategic Investment Advisors | 7,664 | $1.43M | 0.27% | +669+9.6% | Added |
| Redwood Investment Management, LLC | 7,631 | $1.43M | 0.21% | −991−11.5% | Reduced |
| Geneos Wealth Management Inc. | 7,623 | $1.43M | 0.06% | +203+2.7% | Added |
| Empowered Funds, LLC | 7,617 | $1.42M | 0.16% | +7,617 | New |
| Van Cleef Asset Management,Inc | 7,543 | $1.41M | 0.20% | −99−1.3% | Reduced |
| Crestwood Advisors Group LLC | 7,486 | $1.40M | 0.04% | +164+2.2% | Added |
| Fort Point Capital Partners LLC | 7,480 | $1.40M | 0.21% | +13+0.2% | Added |
| Resources Investment Advisors, LLC. | 7,473 | $1.40M | 0.05% | +825+12.4% | Added |
| Joel Isaacson & Co., LLC | 7,557 | $1.39M | 0.10% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 7,399 | $1.38M | 0.13% | −3,438−31.7% | Reduced |
| Invst, LLC | 8,591 | $1.38M | 0.23% | +381+4.6% | Added |
| Ascent Group, LLC | 7,393 | $1.38M | 0.16% | +661+9.8% | Added |
| IFP Advisors, Inc | 15,833 | $1.38M | 0.02% | +10,719+209.6% | Added |
| Beck Bode, LLC | 7,387 | $1.38M | 0.31% | +7,387 | New |
| Investment House LLC | 7,375 | $1.38M | 0.10% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,375 | $1.38M | 0.81% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 7,357 | $1.38M | 0.46% | +7,357 | New |
| Trexquant Investment LP | 7,341 | $1.37M | 0.06% | −20,582−73.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,325 | $1.37M | 0.11% | +541+8.0% | Added |