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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 5,584 | $1.04M | 0.06% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,566 | $1.04M | 0.04% | +65+1.2% | Added |
| Two Sigma Investments, LP | 5,500 | $1.03M | 0.00% | −368,566−98.5% | Reduced |
| Spinnaker Trust | 5,496 | $1.03M | 0.07% | +1,034+23.2% | Added |
| Vectors Research Management, LLC | 5,482 | $1.02M | 0.22% | −391−6.7% | Reduced |
| HNP Capital LLC | 5,482 | $1.02M | 0.24% | −391−6.7% | Reduced |
| Quantitative Investment Management, LLC | 5,475 | $1.02M | 0.11% | +5,475 | New |
| Clarius Group, LLC | 6,233 | $1.02M | 0.08% | 00.0% | Unchanged |
| Capital Management Associates | 5,424 | $1.01M | 1.09% | −96−1.7% | Reduced |
| Venturi Wealth Management, LLC | 5,414 | $1.01M | 0.08% | −1,047−16.2% | Reduced |
| Crewe Advisors LLC | 5,405 | $1.01M | 0.20% | +4,429+453.8% | Added |
| Westwood Management Corp | 5,400 | $1.01M | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,363 | $1.00M | 0.05% | +302+6.0% | Added |
| Resources Management Corp | 5,358 | $1.00M | 0.14% | −15−0.3% | Reduced |
| Winton Group Ltd | 5,355 | $1.00M | 0.05% | +1,091+25.6% | Added |
| Seven Eight Capital, LP | 5,342 | $999.0K | 0.13% | +5,342 | New |
| Wealth Alliance | 5,341 | $998.0K | 0.20% | −155−2.8% | Reduced |
| Parkside Financial Bank & Trust | 5,324 | $996.0K | 0.27% | +376+7.6% | Added |
| USA Financial Portformulas Corp | 5,328 | $996.0K | 1.07% | +5,325+177,500.0% | Added |
| Manchester Capital Management LLC | 5,313 | $994.0K | 0.14% | −215−3.9% | Reduced |
| Principle Wealth Partners LLC | 5,319 | $994.0K | 0.10% | +500+10.4% | Added |
| Lewis Capital Management, LLC | 5,301 | $991.0K | 1.12% | +10.0% | Added |
| Continuum Advisory, LLC | 5,656 | $988.0K | 0.19% | +3,790+203.1% | Added |
| Sargent Bickham Lagudis LLC | 5,264 | $985.0K | 0.08% | −301−5.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,208 | $974.0K | 0.24% | +5,208 | New |
| Wealthsource Partners, LLC | 5,186 | $970.0K | 0.07% | +79+1.5% | Added |
| Ervin Investment Management, LLC | 5,065 | $961.0K | 0.74% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,744 | $959.0K | 0.94% | +998+21.0% | Added |
| Domani Wealth, LLC | 5,119 | $957.0K | 0.21% | −25−0.5% | Reduced |
| Leisure Capital Management | 5,120 | $957.0K | 0.48% | +45+0.9% | Added |
| Forum Financial Management, LP | 5,115 | $956.0K | 0.05% | −235−4.4% | Reduced |
| S.A. Mason LLC | 5,099 | $953.0K | 0.59% | +10.0% | Added |
| Levin Capital Strategies, L.P. | 5,064 | $947.0K | 0.09% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,047 | $943.0K | 1.02% | +377+8.1% | Added |
| Stock Yards Bank & Trust Co | 5,038 | $942.0K | 0.05% | −389−7.2% | Reduced |
| Garde Capital, Inc. | 5,036 | $942.0K | 0.10% | +23+0.5% | Added |
| Legacy Advisors, LLC | 5,040 | $942.0K | 0.18% | +440+9.6% | Added |
| Red Cedar Capital, LLC | 5,016 | $938.0K | 0.56% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,000 | $935.0K | 0.18% | −1,800−26.5% | Reduced |
| BigSur Wealth Management LLC | 5,000 | $935.0K | 0.36% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,000 | $935.0K | 0.27% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,966 | $929.0K | 0.12% | −29−0.6% | Reduced |
| Advisors Capital Management, LLC | 4,953 | $926.0K | 0.03% | −606−10.9% | Reduced |
| Bedel Financial Consulting, Inc. | 4,946 | $925.0K | 0.29% | −66−1.3% | Reduced |
| Waldron Private Wealth LLC | 4,937 | $923.0K | 0.05% | +205+4.3% | Added |
| Sentry Investment Management LLC | 4,919 | $920.0K | 0.29% | −827−14.4% | Reduced |
| Sage Rhino Capital LLC | 4,906 | $917.0K | 0.28% | −426−8.0% | Reduced |
| First Foundation Advisors | 4,903 | $917.0K | 0.03% | +1,510+44.5% | Added |
| Aspiriant, LLC | 4,866 | $911.0K | 0.05% | +195+4.2% | Added |
| JB Capital LLC | 4,863 | $910.0K | 0.09% | +560+13.0% | Added |
| Profit Investment Management, LLC | 4,853 | $907.0K | 0.56% | +207+4.5% | Added |
| Graham Capital Management, L.P. | 4,853 | $907.0K | 0.04% | +3,410+236.3% | Added |
| Linscomb & Williams, Inc. | 4,842 | $905.0K | 0.04% | −140−2.8% | Reduced |
| Pflug Koory, LLC | 4,833 | $904.0K | 0.46% | −20−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,831 | $903.0K | 0.23% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 4,706 | $888.0K | 0.21% | +175+3.9% | Added |
| KB Financial Partners, LLC | 4,749 | $888.0K | 0.25% | +284+6.4% | Added |
| Tufton Capital Management | 4,735 | $885.0K | 0.14% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,722 | $883.0K | 0.03% | −132−2.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,719 | $882.0K | 0.05% | +13+0.3% | Added |
| GYL Financial Synergies, LLC | 4,702 | $879.0K | 0.21% | −145−3.0% | Reduced |
| Washington Trust Co | 4,696 | $878.0K | 0.03% | −1,037−18.1% | Reduced |
| Basepoint Wealth LLC | 4,682 | $875.5K | 0.81% | −121−2.5% | Reduced |
| AdvisorShares Investments LLC | 4,677 | $875.0K | 0.14% | +4,677 | New |
| Bridgewater Associates, LP | 4,640 | $868.0K | 0.00% | +4,640 | New |
| TCI Wealth Advisors, Inc. | 4,635 | $867.0K | 0.13% | +165+3.7% | Added |
| Mission Wealth Management, LP | 4,626 | $865.0K | 0.04% | +18+0.4% | Added |
| Schulhoff & Co Inc | 4,625 | $864.0K | 0.36% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,615 | $863.0K | 0.19% | −16,118−77.7% | 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 |
| Koshinski Asset Management, Inc. | 4,609 | $861.9K | 0.07% | −62−1.3% | Reduced |
| Diligent Investors, LLC | 4,601 | $860.0K | 0.25% | −200−4.2% | Reduced |
| Independent Financial Group, LLC | 4,595 | $859.3K | 0.07% | −91−1.9% | Reduced |
| Laurion Capital Management LP | 4,589 | $859.0K | 0.02% | −135,187−96.7% | Reduced |
| Sun Life Financial INC | 4,603 | $858.0K | 0.04% | −421−8.4% | Reduced |
| V Wealth Advisors LLC | 4,551 | $851.0K | 0.14% | −860−15.9% | Reduced |
| 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 |
| Stamos Capital Partners, L.P. | 4,500 | $842.0K | 0.28% | +4,500 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,497 | $841.0K | 0.15% | +93+2.1% | 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 |
| Kovack Advisors, Inc. | 4,478 | $837.0K | 0.09% | +304+7.3% | Added |
| Fukoku Mutual Life Insurance Co | 4,467 | $835.0K | 0.06% | −5,973−57.2% | Reduced |
| Equitable Holdings, Inc. | 4,456 | $833.0K | 0.01% | +840+23.2% | Added |
| Ellis Investment Partners, LLC | 4,451 | $832.0K | 0.20% | −15−0.3% | Reduced |
| Capitolis Advisors LLC | 4,442 | $831.0K | 0.04% | −593,649−99.3% | Reduced |
| 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 |
| 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 |
| FDx Advisors, Inc. | 4,394 | $822.0K | 0.03% | −5,095−53.7% | Reduced |
| 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 |
| Icapital Wealth LLC | 4,500 | $820.8K | 0.34% | 00.0% | Unchanged |
| 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 |