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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 2,727 | $510.0K | 0.07% | −397−12.7% | Reduced |
| Sierra Capital LLC | 2,709 | $507.0K | 0.08% | +21+0.8% | Added |
| Cypress Capital Group | 2,713 | $507.0K | 0.06% | +34+1.3% | Added |
| Claris Advisors, LLC | 2,707 | $506.0K | 0.54% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,700 | $505.0K | 0.13% | −750−21.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,702 | $505.0K | 0.04% | +869+47.4% | Added |
| KC Investment Advisors, LLC | 2,700 | $505.0K | 0.35% | +2,700 | New |
| North Star Investment Management Corp. | 2,696 | $504.0K | 0.04% | −8−0.3% | Reduced |
| Cumberland Partners Ltd | 2,690 | $503.0K | 0.04% | +40+1.5% | Added |
| Private Capital Group, LLC | 2,683 | $502.0K | 0.11% | +334+14.2% | Added |
| MCF Advisors LLC | 2,670 | $499.0K | 0.05% | +2,670 | New |
| McLean Asset Management Corp | 2,660 | $497.0K | 0.37% | +87+3.4% | Added |
| Scissortail Wealth Management, LLC | 3,000 | $493.0K | 0.24% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,632 | $492.0K | 0.17% | −92−3.4% | Reduced |
| Roosevelt Investment Group LLC | 2,633 | $492.0K | 0.03% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,674 | $491.0K | 0.51% | +217+8.8% | Added |
| Ballast Advisors LLC | 2,621 | $490.0K | 0.19% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,616 | $489.0K | 0.24% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,612 | $488.0K | 0.09% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 2,606 | $487.0K | 0.12% | +255+10.8% | Added |
| Outlook Wealth Advisors, LLC | 2,595 | $486.0K | 0.16% | −9−0.3% | Reduced |
| Webster Bank, N. A. | 2,598 | $486.0K | 0.06% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,592 | $485.0K | 0.23% | +2+0.1% | Added |
| Cable Hill Partners, LLC | 2,589 | $484.0K | 0.32% | +107+4.3% | Added |
| Capital Analysts, LLC | 2,587 | $484.0K | 0.03% | +241+10.3% | Added |
| SPC Financial, Inc. | 2,582 | $483.0K | 0.06% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,584 | $483.0K | 0.43% | +2,584 | New |
| Means Investment Co., Inc. | 2,580 | $482.0K | 0.09% | +124+5.0% | Added |
| First Dallas Securities Inc. | 2,575 | $482.0K | 0.27% | +2,575 | New |
| Parsec Financial Management, Inc. | 2,572 | $481.0K | 0.02% | +435+20.4% | Added |
| Dynamic Advisor Solutions LLC | 2,567 | $480.0K | 0.03% | −29−1.1% | Reduced |
| Focus Financial Network, Inc. | 2,558 | $478.3K | 0.03% | −4,196−62.1% | Reduced |
| JLB & Associates Inc | 2,557 | $478.0K | 0.07% | +853+50.1% | Added |
| Charter Trust Co | 2,550 | $477.0K | 0.04% | −79−3.0% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $477.0K | 0.09% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,552 | $477.0K | 0.05% | +500+24.4% | Added |
| Putnam Investments LLC | 2,534 | $474.0K | 0.00% | −119−4.5% | Reduced |
| Benedetti & Gucer, Inc. | 2,538 | $474.0K | 0.32% | −75−2.9% | Reduced |
| Cornerstone Wealth Group, LLC | 2,536 | $474.0K | 0.09% | −66−2.5% | Reduced |
| Thomasville National Bank | 2,529 | $473.0K | 0.05% | −132−5.0% | Reduced |
| Round Hill Asset Management | 2,522 | $472.0K | 0.25% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,513 | $470.0K | 0.14% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,500 | $468.0K | 0.23% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $468.0K | 0.17% | +2,500 | New |
| Verition Fund Management LLC | 2,495 | $467.0K | 0.01% | −3,827−60.5% | Reduced |
| Addison Capital Co | 2,494 | $466.0K | 0.22% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 2,480 | $464.0K | 0.13% | 00.0% | Unchanged |
| Sippican Capital Advisors | 2,478 | $463.0K | 0.38% | −25−1.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $460.0K | 0.50% | −780−24.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,460 | $460.0K | 0.45% | +12+0.5% | Added |
| Wealth Architects, LLC | 2,461 | $460.0K | 0.08% | +163+7.1% | Added |
| Tortoise Index Solutions, LLC | 2,448 | $458.0K | 0.08% | −656−21.1% | Reduced |
| G&S Capital LLC | 2,449 | $458.0K | 0.24% | +984+67.2% | Added |
| Laidlaw Wealth Management LLC | 2,439 | $456.0K | 0.08% | +228+10.3% | Added |
| Archford Capital Strategies, LLC | 2,457 | $456.0K | 0.10% | +479+24.2% | Added |
| Zullo Investment Group, Inc. | 2,428 | $454.0K | 0.24% | −3−0.1% | Reduced |
| Hunter Associates Investment Management LLC | 2,418 | $452.0K | 0.15% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $451.0K | 0.17% | −400−14.2% | Reduced |
| Kozak & Associates, Inc. | 2,651 | $450.0K | 0.29% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $450.0K | 0.07% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,400 | $449.0K | 0.08% | −100−4.0% | Reduced |
| Confluence Investment Management LLC | 2,400 | $449.0K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,400 | $449.0K | 0.03% | +411+20.7% | Added |
| Childress Capital Advisors, LLC | 2,412 | $449.0K | 0.16% | +532+28.3% | Added |
| Titleist Asset Management, Ltd. | 2,402 | $449.0K | 0.09% | +2,402 | New |
| Old National Bancorp | 2,399 | $448.0K | 0.02% | −151−5.9% | Reduced |
| InterOcean Capital Group, LLC | 2,394 | $448.0K | 0.02% | −83−3.4% | Reduced |
| Hanson & Doremus Investment Management | 2,397 | $448.0K | 0.10% | −50−2.0% | Reduced |
| Summit Trail Advisors, LLC | 2,398 | $448.0K | 0.04% | +2,398 | New |
| Sunburst Financial Group, LLC | 2,387 | $446.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 2,381 | $445.0K | 0.14% | −93−3.8% | Reduced |
| Northstar Asset Management LLC | 2,381 | $445.0K | 0.11% | +175+7.9% | Added |
| Mayflower Financial Advisors, LLC | 2,372 | $444.0K | 0.06% | −275−10.4% | Reduced |
| Windsor Group LTD | 2,409 | $443.0K | 0.08% | +3+0.1% | Added |
| ASB Consultores, LLC | 2,367 | $443.0K | 0.19% | +292+14.1% | Added |
| Geller Advisors LLC | 2,364 | $442.0K | 0.08% | −49−2.0% | Reduced |
| Secure Asset Management, LLC | 2,357 | $441.0K | 0.20% | +2,357 | New |
| Mechanics Bank Trust Department | 2,350 | $439.0K | 0.07% | −250−9.6% | Reduced |
| Palladium Partners LLC | 2,348 | $439.0K | 0.02% | −56−2.3% | Reduced |
| Mechanics Financial Corp | 2,350 | $439.0K | 0.23% | −35−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,347 | $439.0K | 0.02% | +7+0.3% | Added |
| JNBA Financial Advisors | 2,341 | $438.0K | 0.06% | −52−2.2% | Reduced |
| Strategy Asset Managers LLC | 2,336 | $437.0K | 0.09% | −6,496−73.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,338 | $437.0K | 0.18% | −70−2.9% | Reduced |
| Patten Group, Inc. | 2,330 | $436.0K | 0.12% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,312 | $432.0K | 0.07% | −973−29.6% | Reduced |
| Deseret Mutual Benefit Administrators | 2,305 | $431.0K | 0.09% | −582−20.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,303 | $430.0K | 0.05% | −82−3.4% | Reduced |
| Clear Harbor Asset Management, LLC | 2,300 | $430.0K | 0.05% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $430.0K | 0.28% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,302 | $430.0K | 0.06% | +25+1.1% | Added |
| Banque Pictet & Cie SA | 2,300 | $430.0K | 0.00% | +2,300 | New |
| HFG Advisors, Inc. | 2,292 | $429.0K | 0.49% | +2,292 | New |
| M&R Capital Management Inc | 2,293 | $428.0K | 0.09% | +2+0.1% | Added |
| Lake Street Financial LLC | 2,288 | $428.0K | 0.08% | +1,040+83.3% | Added |
| Credential Qtrade Securities Inc. | 2,278 | $426.0K | 0.03% | +70+3.2% | Added |
| Princeton Global Asset Management LLC | 2,267 | $424.0K | 0.12% | −900−28.4% | Reduced |
| Patton Albertson Miller Group, LLC | 2,270 | $424.0K | 0.07% | −5−0.2% | Reduced |
| Monticello Wealth Management, LLC | 2,268 | $424.0K | 0.04% | +111+5.1% | Added |
| Alpha Cubed Investments, LLC | 2,266 | $424.0K | 0.03% | +250+12.4% | Added |