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 |
|---|---|---|---|---|---|
| Summit Financial Group Inc | 3,450 | $646.0K | 0.22% | +555+19.2% | Added |
| TNF LLC | 3,575 | $645.0K | 0.29% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,444 | $644.0K | 0.57% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,441 | $643.0K | 0.05% | −186−5.1% | Reduced |
| Salem Investment Counselors Inc | 3,422 | $640.0K | 0.03% | −143−4.0% | Reduced |
| Bristol John W & Co Inc | 3,420 | $640.0K | 0.01% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,402 | $636.2K | 0.24% | −5−0.1% | Reduced |
| Optas, LLC | 3,405 | $636.0K | 0.21% | −409−10.7% | Reduced |
| Ridgewood Investments LLC | 3,392 | $634.0K | 0.42% | −17−0.5% | Reduced |
| Quantinno Capital Management LP | 3,380 | $632.0K | 0.10% | +3,380 | New |
| Hartford Financial Management Inc. | 3,362 | $629.0K | 0.15% | −34−1.0% | Reduced |
| Barton Investment Management | 3,360 | $628.0K | 0.08% | −140−4.0% | Reduced |
| Riverbridge Partners LLC | 3,348 | $626.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,343 | $625.0K | 0.01% | −3,591−51.8% | Reduced |
| Doliver Advisors, LP | 3,340 | $625.0K | 0.20% | −339−9.2% | Reduced |
| Stonebridge Capital Management Inc | 3,340 | $625.0K | 0.23% | 00.0% | Unchanged |
| First Western Trust Bank | 3,287 | $624.0K | 0.03% | +3,287 | New |
| SignalPoint Asset Management, LLC | 3,316 | $620.0K | 0.20% | +21+0.6% | Added |
| Borer Denton & Associates, Inc. | 3,295 | $616.2K | 0.26% | +3,295 | New |
| BTR Capital Management Inc | 3,292 | $616.0K | 0.08% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,289 | $615.0K | 0.36% | −72−2.1% | Reduced |
| Aspen Investment Management Inc | 3,288 | $615.0K | 0.32% | −50−1.5% | Reduced |
| Private Ocean, LLC | 3,290 | $615.0K | 0.08% | −3−0.1% | Reduced |
| Clean Yield Group | 3,232 | $604.0K | 0.22% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,211 | $600.0K | 0.23% | +3,211 | New |
| Ashton Thomas Private Wealth, LLC | 3,208 | $599.9K | 0.05% | +1,339+71.6% | Added |
| Factorial Partners, LLC | 3,200 | $598.0K | 0.41% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,194 | $597.0K | 0.08% | −60−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,180 | $595.0K | 0.18% | −100−3.0% | Reduced |
| Indiana Trust & Investment Management CO | 3,182 | $595.0K | 0.29% | −59−1.8% | Reduced |
| Heritage Wealth Advisors | 3,172 | $593.0K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,167 | $592.0K | 0.74% | +3,167 | New |
| Texas Yale Capital Corp. | 3,145 | $588.0K | 0.03% | +335+11.9% | Added |
| Buckley Wealth Management, LLC | 3,139 | $587.0K | 0.16% | −1,209−27.8% | Reduced |
| Partners Group Holding AG | 3,138 | $587.0K | 0.03% | −796−20.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,122 | $584.0K | 0.13% | −9,688−75.6% | Reduced |
| Magnus Financial Group LLC | 3,116 | $583.0K | 0.10% | +67+2.2% | Added |
| Waterfront Wealth Inc. | 3,150 | $583.0K | 0.21% | +1,611+104.7% | Added |
| Quadrant Private Wealth Management, LLC | 3,114 | $582.0K | 0.22% | −151−4.6% | Reduced |
| Cambridge Advisors Inc. | 3,110 | $582.0K | 0.14% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 3,086 | $577.0K | 0.37% | −2,600−45.7% | Reduced |
| Altfest L J & Co Inc | 3,081 | $576.0K | 0.10% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,075 | $575.0K | 0.05% | +15+0.5% | Added |
| Congress Wealth Management LLC | 3,068 | $573.0K | 0.01% | −765−20.0% | Reduced |
| Acima Private Wealth, LLC | 3,057 | $572.0K | 0.26% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,061 | $572.0K | 0.04% | +28+0.9% | Added |
| Wedmont Private Capital | 3,035 | $570.0K | 0.13% | +1,113+57.9% | Added |
| Acropolis Investment Management, LLC | 3,041 | $569.0K | 0.05% | −510−14.4% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $569.0K | 0.11% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,039 | $568.0K | 0.02% | −1,750−36.5% | Reduced |
| ERn Financial, LLC | 3,030 | $567.0K | 0.13% | +76+2.6% | Added |
| Maryland Capital Management | 3,024 | $565.0K | 0.04% | −25−0.8% | Reduced |
| Plancorp, LLC | 3,019 | $565.0K | 0.04% | +159+5.6% | Added |
| Vigilant Capital Management, LLC | 3,022 | $565.0K | 0.04% | +395+15.0% | Added |
| Mezzasalma Advisors, LLC | 3,017 | $564.0K | 0.35% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,002 | $561.0K | 0.02% | −3,211−51.7% | Reduced |
| FirstPurpose Wealth LLC | 3,000 | $561.0K | 0.44% | −360−10.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $561.0K | 0.21% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,000 | $561.0K | 0.08% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $561.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $561.0K | 0.29% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 3,000 | $561.0K | 0.26% | +7+0.2% | Added |
| Herold Advisors, Inc. | 3,000 | $561.0K | 0.20% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,983 | $558.0K | 0.16% | −513−14.7% | Reduced |
| Arkadios Wealth Advisors | 2,967 | $555.0K | 0.07% | +1,338+82.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,963 | $554.0K | 0.02% | +84+2.9% | Added |
| Asset Management Corp | 2,958 | $553.0K | 0.34% | −1,010−25.5% | Reduced |
| Voya Financial Advisors, Inc. | 2,915 | $553.0K | 0.06% | +554+23.5% | Added |
| First Horizon Advisors, Inc. | 2,956 | $552.0K | 0.03% | −26−0.9% | Reduced |
| Eagle Ridge Investment Management | 2,939 | $550.0K | 0.06% | −260−8.1% | Reduced |
| Twin Lakes Capital Management, LLC | 2,941 | $550.0K | 0.31% | +3+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,939 | $550.0K | 0.11% | +136+4.9% | Added |
| Cadent Capital Advisors, LLC | 2,923 | $547.0K | 0.25% | +186+6.8% | Added |
| WMS Partners, LLC | 2,914 | $545.0K | 0.07% | −168−5.5% | Reduced |
| NewEdge Wealth, LLC | 2,913 | $545.0K | 0.02% | +2,913 | New |
| Aua Capital Management, LLC | 2,900 | $542.0K | 0.29% | +200+7.4% | Added |
| Thompson Davis & Co., Inc. | 2,877 | $538.0K | 0.66% | +150+5.5% | Added |
| Henshaw Capital LLC | 2,871 | $536.9K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,868 | $536.0K | 0.10% | −404−12.3% | Reduced |
| Pioneer Trust Bank N A | 2,865 | $536.0K | 0.15% | +5+0.2% | Added |
| McIlrath & Eck, LLC | 2,852 | $533.0K | 0.15% | +5+0.2% | Added |
| MayTech Global Investments, LLC | 2,832 | $530.0K | 0.12% | −34−1.2% | Reduced |
| Ellevest, Inc. | 2,836 | $530.0K | 0.04% | +315+12.5% | Added |
| Madison Asset Management, LLC | 2,828 | $529.0K | 0.01% | −1,888−40.0% | Reduced |
| Penserra Capital Management LLC | 2,832 | $529.0K | 0.01% | +169+6.3% | Added |
| Marietta Investment Partners LLC | 2,800 | $524.0K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,800 | $524.0K | 0.07% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,778 | $519.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,774 | $519.0K | 0.12% | +363+15.1% | Added |
| DFPG Investments, LLC | 2,810 | $518.0K | 0.20% | −95−3.3% | Reduced |
| CapWealth Advisors, LLC | 2,771 | $518.0K | 0.05% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,771 | $518.0K | 0.17% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,760 | $516.0K | 0.05% | −51−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 2,755 | $515.0K | 0.05% | −162−5.6% | Reduced |
| Knightsbridge Asset Management, LLC | 2,749 | $514.0K | 0.17% | +10.0% | Added |
| Jump Financial, LLC | 2,749 | $514.0K | 0.02% | +41+1.5% | Added |
| Yarbrough Capital, LLC | 2,747 | $514.0K | 0.03% | +615+28.8% | Added |
| Thompson Investment Management, Inc. | 2,745 | $513.0K | 0.08% | −3,760−57.8% | Reduced |
| First Financial Bank - Trust Division | 2,742 | $512.0K | 0.05% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,736 | $512.0K | 0.29% | 00.0% | Unchanged |