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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 7,319 | $1.37M | 0.08% | −174−2.3% | Reduced |
| Pitcairn Co | 7,309 | $1.37M | 0.12% | −330−4.3% | Reduced |
| Beacon Financial Group | 7,189 | $1.36M | 0.18% | −75−1.0% | Reduced |
| Auxier Asset Management | 7,288 | $1.36M | 0.22% | −1,010−12.2% | Reduced |
| Jeereddi Investments, LP | 7,273 | $1.36M | 1.57% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,212 | $1.35M | 0.12% | +30+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.35M | 0.32% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,211 | $1.35M | 0.11% | +418+6.2% | Added |
| Apollon Wealth Management, LLC | 7,192 | $1.34M | 0.10% | +1,402+24.2% | Added |
| Essex Financial Services, Inc. | 7,174 | $1.34M | 0.13% | −2,930−29.0% | Reduced |
| J. W. Coons Advisors, LLC | 7,182 | $1.34M | 0.40% | −2,631−26.8% | Reduced |
| Van Strum & Towne Inc. | 7,165 | $1.34M | 0.50% | +100+1.4% | Added |
| SOA Wealth Advisors, LLC. | 7,122 | $1.33M | 0.32% | +19+0.3% | Added |
| United Asset Strategies, Inc. | 7,106 | $1.33M | 0.17% | +4,198+144.4% | Added |
| Strategic Advisors LLC | 7,098 | $1.33M | 0.23% | +2,105+42.2% | Added |
| KWB Wealth | 8,073 | $1.32M | 0.22% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,063 | $1.32M | 0.94% | −429−5.7% | Reduced |
| Telemus Capital, LLC | 7,044 | $1.32M | 0.11% | +581+9.0% | Added |
| Mark Stevens | 7,022 | $1.31M | 0.15% | +89+1.3% | Added |
| Ativo Capital Management LLC | 7,011 | $1.31M | 0.67% | +7,011 | New |
| Ameritas Advisory Services, LLC | 6,962 | $1.30M | 0.05% | +300+4.5% | Added |
| Duff & Phelps Investment Management Co | 6,955 | $1.30M | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,939 | $1.30M | 0.09% | −180−2.5% | Reduced |
| We Are One Seven, LLC | 6,925 | $1.29M | 0.14% | −34−0.5% | Reduced |
| Coastline Trust Co | 6,888 | $1.29M | 0.16% | −90−1.3% | Reduced |
| Bridgewater Advisors Inc. | 6,885 | $1.29M | 0.31% | +39+0.6% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.29M | 0.75% | −54−0.8% | Reduced |
| Game Plan Financial Advisors, LLC | 6,855 | $1.28M | 0.77% | +25+0.4% | Added |
| Veracity Capital LLC | 6,837 | $1.28M | 0.53% | −33−0.5% | Reduced |
| CWM, LLC | 6,816 | $1.27M | 0.01% | +1,684+32.8% | Added |
| Aaron Wealth Advisors | 238,051 | $1.27M | 0.03% | +238,051 | New |
| Segall Bryant & Hamill, LLC | 6,768 | $1.27M | 0.01% | −266−3.8% | Reduced |
| Icon Wealth Partners, LLC | 6,767 | $1.26M | 0.13% | +6,767 | New |
| Cary Street Partner Investment Advisory LLC | 6,752 | $1.26M | 0.35% | −2,995−30.7% | Reduced |
| Wealth Advisors, Inc. | 6,725 | $1.26M | 0.46% | +4,000+146.8% | Added |
| Aurora Private Wealth, Inc. | 6,659 | $1.25M | 0.51% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,649 | $1.24M | 0.05% | +4,828+265.1% | Added |
| Gladstone Institutional Advisory LLC | 6,609 | $1.24M | 0.08% | +1,017+18.2% | Added |
| Checchi Capital Advisers, LLC | 6,552 | $1.23M | 0.13% | +244+3.9% | Added |
| Teza Capital Management LLC | 6,552 | $1.23M | 0.46% | +3,429+109.8% | Added |
| Conning Inc. | 6,542 | $1.22M | 0.03% | −226−3.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,530 | $1.22M | 0.43% | −22−0.3% | Reduced |
| RFG Advisory, LLC | 6,477 | $1.21M | 0.08% | −2,031−23.9% | Reduced |
| Bank of Hawaii | 6,478 | $1.21M | 0.07% | −19−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 6,576 | $1.21M | 0.27% | +6,576 | New |
| Stableford Capital II LLC | 6,615 | $1.21M | 0.51% | +7+0.1% | Added |
| Trust Asset Management LLC | 6,442 | $1.21M | 0.15% | +75+1.2% | Added |
| Wade G W & Inc | 6,444 | $1.21M | 0.05% | +133+2.1% | Added |
| AdvisorNet Financial, Inc | 6,427 | $1.20M | 0.08% | +1,659+34.8% | Added |
| IPG Investment Advisors LLC | 6,423 | $1.20M | 0.23% | +3,100+93.3% | Added |
| Capital Wealth Planning, LLC | 6,395 | $1.20M | 0.02% | −265−4.0% | Reduced |
| First National Bank of South Miami | 6,370 | $1.19M | 0.72% | +333+5.5% | Added |
| Symmetry Partners, LLC | 6,350 | $1.19M | 0.07% | 00.0% | Unchanged |
| McAdam, LLC | 6,304 | $1.18M | 0.11% | +6+0.1% | Added |
| S&CO Inc | 6,300 | $1.18M | 0.08% | +400+6.8% | Added |
| Baker Avenue Asset Management, LP | 6,249 | $1.17M | 0.06% | +1,670+36.5% | Added |
| Harvest Fund Management Co., Ltd | 6,246 | $1.17M | 0.24% | +5,773+1,220.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,240 | $1.17M | 0.08% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,225 | $1.16M | 0.47% | −9−0.1% | Reduced |
| Golden State Wealth Management, LLC | 6,222 | $1.16M | 0.23% | +765+14.0% | Added |
| Becker Capital Management Inc | 6,192 | $1.16M | 0.05% | −26−0.4% | Reduced |
| Orrstown Financial Services Inc | 6,178 | $1.16M | 2.16% | −535−8.0% | Reduced |
| Centaurus Financial, Inc. | 6,143 | $1.15M | 0.09% | +4,875+384.5% | Added |
| WealthTrust Axiom LLC | 6,144 | $1.15M | 0.36% | +30+0.5% | Added |
| Financial Counselors Inc | 6,085 | $1.14M | 0.02% | −292−4.6% | Reduced |
| Amica Retiree Medical Trust | 6,085 | $1.14M | 1.06% | 00.0% | Unchanged |
| Doyle Wealth Management | 6,084 | $1.14M | 0.08% | +55+0.9% | Added |
| Private Trust Co NA | 6,082 | $1.14M | 0.18% | +247+4.2% | Added |
| Balentine LLC | 6,054 | $1.13M | 0.04% | +2,480+69.4% | Added |
| Ally Financial Inc. | 6,000 | $1.12M | 0.13% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $1.12M | 0.56% | 00.0% | Unchanged |
| Graypoint LLC | 5,998 | $1.12M | 0.11% | +2,233+59.3% | Added |
| LVW Advisors, LLC | 5,969 | $1.12M | 0.20% | −116−1.9% | Reduced |
| Capital Investment Advisors, LLC | 5,960 | $1.11M | 0.03% | −342−5.4% | Reduced |
| Monte Financial Group, LLC | 5,936 | $1.11M | 0.59% | −19−0.3% | Reduced |
| Compton Capital Management Inc | 5,925 | $1.11M | 0.31% | −200−3.3% | Reduced |
| First Citizens Bank & Trust Co | 5,911 | $1.10M | 0.04% | +2,226+60.4% | Added |
| Harvest Volatility Management LLC | 5,885 | $1.10M | 0.12% | +2,712+85.5% | Added |
| Boyar Asset Management Inc. | 5,868 | $1.10M | 0.70% | −100−1.7% | Reduced |
| Ledyard National Bank | 5,830 | $1.09M | 0.11% | −407−6.5% | Reduced |
| Flagship Harbor Advisors, LLC | 5,816 | $1.09M | 0.10% | −14−0.2% | Reduced |
| NBT Bank N A | 5,810 | $1.09M | 0.15% | −37−0.6% | Reduced |
| Sunflower Bank, N.A. | 5,794 | $1.08M | 0.15% | −8−0.1% | Reduced |
| Plimoth Trust Co LLC | 5,790 | $1.08M | 0.29% | +40+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 5,789 | $1.08M | 0.12% | +376+6.9% | Added |
| Laurel Wealth Advisors LLC | 5,769 | $1.08M | 0.23% | −135−2.3% | Reduced |
| Walleye Capital LLC | 5,750 | $1.07M | 0.03% | +272+5.0% | Added |
| Lyell Wealth Management, LP | 5,742 | $1.07M | 0.14% | +1,515+35.8% | Added |
| Blueprint Investment Partners LLC | 5,743 | $1.07M | 0.28% | +2,580+81.6% | Added |
| Lifeworks Advisors, LLC | 5,707 | $1.07M | 0.70% | −6,204−52.1% | Reduced |
| Guyasuta Investment Advisors Inc | 5,705 | $1.07M | 0.07% | +750+15.1% | Added |
| Spears Abacus Advisors LLC | 5,702 | $1.07M | 0.08% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 5,677 | $1.06M | 0.17% | 00.0% | Unchanged |
| Thomas White International Ltd | 5,678 | $1.06M | 0.18% | 00.0% | Unchanged |
| Pecaut & Co. | 5,667 | $1.06M | 0.52% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,625 | $1.05M | 0.07% | +1,069+23.5% | Added |
| Gyon Technologies Capital Management, LP | 5,625 | $1.05M | 0.74% | +5,625 | New |
| Oldfather Financial Services, LLC | 5,760 | $1.05M | 0.57% | −3−0.1% | Reduced |
| Derbend Asset Management | 6,409 | $1.05M | 1.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,602 | $1.05M | 0.67% | −5−0.1% | Reduced |