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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 4,373 | $818.0K | 0.51% | +102+2.4% | Added |
| GFG Capital, LLC | 4,367 | $817.0K | 0.24% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 4,364 | $816.0K | 0.50% | 00.0% | Unchanged |
| 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 |
| Latitude Advisors, LLC | 4,338 | $811.0K | 0.18% | +1,804+71.2% | Added |
| Boston Financial Mangement LLC | 4,327 | $809.0K | 0.03% | +89+2.1% | Added |
| YorkBridge Wealth Partners, LLC | 4,322 | $808.0K | 0.18% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,178 | $806.0K | 0.06% | −123−2.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,308 | $805.0K | 0.29% | −5−0.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,296 | $803.0K | 0.32% | −440−9.3% | Reduced |
| Hilltop Holdings Inc. | 4,291 | $802.0K | 0.09% | −3,107−42.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,283 | $800.0K | 0.07% | −8−0.2% | Reduced |
| Estabrook Capital Management | 4,274 | $799.2K | 0.12% | −50−1.2% | Reduced |
| 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 |
| Saxon Interests, Inc. | 4,243 | $793.0K | 0.42% | +113+2.7% | 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 |
| 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 |
| Intellectus Partners, LLC | 4,162 | $778.0K | 0.23% | +4,162 | New |
| 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 |
| Trinity Legacy Partners, LLC | 4,152 | $776.0K | 0.26% | +365+9.6% | Added |
| Barings LLC | 4,145 | $775.0K | 0.02% | +239+6.1% | Added |
| Hills Bank & Trust Co | 4,133 | $773.0K | 0.11% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,119 | $770.0K | 0.62% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 4,111 | $769.0K | 0.18% | −986−19.3% | Reduced |
| Allworth Financial LP | 4,101 | $767.0K | 0.01% | +1,758+75.0% | Added |
| WBH Advisory Inc | 4,211 | $766.0K | 0.09% | −448−9.6% | Reduced |
| Symphony Financial, Ltd. Co. | 4,183 | $763.0K | 0.18% | +234+5.9% | Added |
| Centerpoint Advisors, LLC | 4,059 | $759.0K | 0.35% | −20−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,052 | $758.0K | 0.14% | +4+0.1% | Added |
| Somerville Kurt F | 4,025 | $753.0K | 0.12% | −125−3.0% | Reduced |
| Meridian Wealth Management, LLC | 4,022 | $752.0K | 0.08% | +263+7.0% | Added |
| Oakworth Capital, Inc. | 4,012 | $750.0K | 0.06% | 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 |
| Baldwin Investment Management, LLC | 3,980 | $744.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Donoghue Forlines LLC | 3,930 | $735.0K | 0.16% | +3,930 | New |
| Platform Technology Partners | 3,896 | $729.0K | 0.35% | −181−4.4% | Reduced |
| MTM Investment Management, LLC | 3,891 | $728.0K | 0.35% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,891 | $727.0K | 0.53% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,308 | $726.0K | 0.11% | +4,308 | New |
| Ausdal Financial Partners, Inc. | 3,871 | $724.0K | 0.10% | +1,202+45.0% | Added |
| Culbertson A N & Co Inc | 3,865 | $722.0K | 0.14% | −180−4.4% | Reduced |
| 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 |
| Cary Street Partners Asset Management LLC | 3,788 | $708.0K | 0.14% | +34+0.9% | Added |
| RB Capital Management, LLC | 3,783 | $707.0K | 0.23% | +190+5.3% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 3,769 | $705.0K | 0.03% | −150−3.8% | Reduced |
| First City Capital Management, Inc. | 3,766 | $704.0K | 0.39% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,759 | $703.0K | 0.08% | +82+2.2% | Added |
| Sutton Wealth Advisors Inc. | 3,756 | $702.4K | 0.24% | +21+0.6% | Added |
| NorthRock Partners, LLC | 3,743 | $700.0K | 0.06% | −195−5.0% | Reduced |
| 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 |
| Aspire Private Capital, LLC | 3,698 | $692.0K | 0.22% | +347+10.4% | Added |
| Transform Wealth, LLC | 3,696 | $691.0K | 0.08% | −620−14.4% | Reduced |
| Cadence Bank NA | 3,686 | $690.0K | 0.19% | +85+2.4% | Added |
| 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 |
| VeraBank, N.A. | 3,653 | $683.0K | 0.35% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,648 | $682.0K | 0.55% | +174+5.0% | Added |
| Steel Peak Wealth Management LLC | 3,642 | $681.0K | 0.04% | −9,092−71.4% | Reduced |
| LGL Partners, LLC | 3,636 | $680.0K | 0.09% | −409−10.1% | Reduced |
| Bath Savings Trust Co | 3,622 | $677.0K | 0.08% | +792+28.0% | Added |
| 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 |
| 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 |
| Chesapeake Wealth Management | 3,591 | $671.0K | 0.24% | +2,326+183.9% | Added |
| Mizuho Securities USA LLC | 3,584 | $670.0K | 0.10% | −8,778−71.0% | Reduced |
| 626 Financial, LLC | 3,564 | $666.0K | 0.43% | +648+22.2% | Added |
| Zeke Capital Advisors, LLC | 3,557 | $665.0K | 0.03% | +3,557 | New |
| Financial Management Network Inc | 3,537 | $664.0K | 0.34% | −43−1.2% | Reduced |
| 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 |
| US Asset Management LLC | 3,540 | $662.0K | 0.61% | 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 |
| Ferguson Wellman Capital Management, Inc | 3,517 | $658.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| First National Bank of Hutchinson | 3,494 | $653.0K | 0.38% | −1,236−26.1% | Reduced |
| Horizon Wealth Management, LLC | 3,481 | $651.0K | 0.20% | −3,971−53.3% | Reduced |
| Grove Bank & Trust | 3,472 | $649.0K | 0.13% | +57+1.7% | Added |