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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 2,259 | $422.0K | 0.17% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $422.0K | 0.19% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,259 | $422.0K | 0.20% | +12+0.5% | Added |
| Strategic Blueprint, LLC | 2,259 | $422.0K | 0.05% | +271+13.6% | Added |
| Oak Thistle LLC | 2,258 | $422.0K | 0.22% | +2,258 | New |
| Level Four Advisory Services, LLC | 2,251 | $421.0K | 0.03% | +2+0.1% | Added |
| Caerus Investment Advisors, LLC | 2,600 | $419.0K | 0.51% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,241 | $419.0K | 0.05% | −40−1.8% | Reduced |
| Financial Advisors, LLC | 2,240 | $419.0K | 0.13% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,235 | $418.0K | 0.31% | −123−5.2% | Reduced |
| Krane Funds Advisors LLC | 2,234 | $418.0K | 0.02% | −74−3.2% | Reduced |
| Quantum Private Wealth, LLC | 2,240 | $418.0K | 0.18% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,228 | $417.0K | 0.02% | −39−1.7% | Reduced |
| Humankind Investments LLC | 2,225 | $416.0K | 0.17% | −194−8.0% | Reduced |
| Aberdeen Wealth Management LLC | 2,221 | $415.0K | 0.28% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,289 | $414.0K | 0.19% | +68+3.1% | Added |
| Carmignac Gestion | 2,207 | $413.0K | 0.01% | +2,207 | New |
| O'Neil Global Advisors, Inc. | 2,200 | $411.0K | 0.21% | +2,200 | New |
| MidWestOne Financial Group, Inc. | 2,186 | $409.0K | 0.09% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,184 | $408.0K | 0.24% | −351−13.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,168 | $405.0K | 0.05% | +117+5.7% | Added |
| Adirondack Trust Co | 2,169 | $405.0K | 0.19% | +459+26.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,157 | $403.0K | 0.00% | −15−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,148 | $402.0K | 0.01% | −10,343−82.8% | Reduced |
| Next Level Private LLC | 2,151 | $402.0K | 0.32% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,146 | $401.0K | 0.09% | −10−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 2,142 | $400.0K | 0.04% | +2+0.1% | Added |
| Silverlake Wealth Management LLC | 2,130 | $398.3K | 0.23% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,132 | $398.0K | 0.11% | −62−2.8% | Reduced |
| Rafferty Asset Management, LLC | 2,131 | $398.0K | 0.00% | +2,131 | New |
| Donaldson Capital Management, LLC | 2,122 | $397.0K | 0.02% | +2,122 | New |
| Essex Savings Bank | 2,120 | $396.0K | 0.13% | +13+0.6% | Added |
| Toth Financial Advisory Corp | 2,111 | $395.0K | 0.06% | +2+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 2,112 | $395.0K | 0.18% | +90+4.5% | Added |
| HC Advisors, LLC | 2,107 | $394.0K | 0.25% | +10.0% | Added |
| Delta Investment Management, LLC | 2,095 | $392.0K | 0.12% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,095 | $392.0K | 0.19% | +164+8.5% | Added |
| Desjardins Global Asset Management Inc. | 2,089 | $390.0K | 0.03% | −126−5.7% | Reduced |
| Vista Wealth Management Group, LLC | 2,085 | $390.0K | 0.06% | −26−1.2% | Reduced |
| Keudell/Morrison Wealth Management | 2,085 | $390.0K | 0.16% | −20−1.0% | Reduced |
| Private Capital Management LLC | 2,072 | $388.0K | 0.12% | +56+2.8% | Added |
| Hamilton Capital, LLC | 2,072 | $387.0K | 0.02% | −2,051−49.7% | Reduced |
| Whitener Capital Management, Inc. | 2,060 | $385.0K | 0.14% | −90−4.2% | Reduced |
| Kore Private Wealth LLC | 2,060 | $385.0K | 0.05% | +131+6.8% | Added |
| Tradition Wealth Management, LLC | 2,055 | $384.0K | 0.05% | −2−0.1% | Reduced |
| Pacitti Group Inc. | 2,052 | $384.0K | 0.25% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,050 | $383.0K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $383.0K | 0.07% | 00.0% | Unchanged |
| Triumph Capital Management | 2,040 | $382.0K | 0.17% | +4+0.2% | Added |
| Waddell & Associates, LLC | 2,043 | $382.0K | 0.06% | +2,043 | New |
| Brown Advisory Securities, LLC | 2,033 | $381.0K | 0.22% | −1,200−37.1% | Reduced |
| First National Bank | 2,037 | $380.0K | 0.35% | +65+3.3% | Added |
| Physicians Financial Services, Inc. | 2,020 | $378.0K | 0.14% | +20+1.0% | Added |
| Marino, Stram & Associates LLC | 2,023 | $378.0K | 0.12% | +66+3.4% | Added |
| Glassman Wealth Services | 2,019 | $378.0K | 0.07% | +490+32.0% | Added |
| LMCG Investments, LLC | 2,018 | $377.0K | 0.02% | +2,018 | New |
| Tiemann Investment Advisors, LLC | 1,999 | $374.0K | 0.17% | −158−7.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $374.0K | 0.02% | −15−0.7% | Reduced |
| Harbor Advisors LLC | 2,000 | $374.0K | 0.08% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $374.0K | 0.31% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 2,000 | $374.0K | 0.09% | +2,000 | New |
| GW Henssler & Associates Ltd | 1,979 | $370.0K | 0.02% | 00.0% | Unchanged |
| Athena Investment Management | 1,965 | $370.0K | 0.29% | +1,965 | New |
| BDO Wealth Advisors, LLC | 1,972 | $369.0K | 0.04% | −300−13.2% | Reduced |
| Parsons Capital Management Inc | 1,967 | $368.0K | 0.03% | −138−6.6% | Reduced |
| Dearborn Partners LLC | 1,963 | $367.0K | 0.01% | +28+1.4% | Added |
| Great Valley Advisor Group, Inc. | 2,004 | $366.0K | 0.02% | −15−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $366.0K | 0.29% | +1,962 | New |
| Centiva Capital, LP | 1,949 | $364.0K | 0.02% | −10,772−84.7% | Reduced |
| Davidson Trust Co | 1,948 | $364.0K | 0.27% | 00.0% | Unchanged |
| Ferris Capital, LLC | 1,945 | $364.0K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,941 | $363.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,939 | $363.0K | 0.02% | +193+11.1% | Added |
| Highland Private Wealth Management | 1,938 | $362.0K | 0.05% | +128+7.1% | Added |
| Independent Family Office, LLC | 1,932 | $361.0K | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,297 | $359.0K | 0.03% | −620−21.3% | Reduced |
| Titus Wealth Management | 1,918 | $359.0K | 0.16% | −27−1.4% | Reduced |
| Financial Advocates Investment Management | 1,917 | $358.0K | 0.02% | +46+2.5% | Added |
| My Legacy Advisors, LLC | 1,910 | $357.0K | 0.17% | +1,910 | New |
| Echo45 Advisors LLC | 1,906 | $356.0K | 0.28% | −296−13.4% | Reduced |
| Hantz Financial Services, Inc. | 1,905 | $356.0K | 0.01% | −14−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,900 | $355.0K | 0.00% | −128,892−98.5% | Reduced |
| Signature Wealth Management Partners, LLC | 1,896 | $355.0K | 0.30% | −1,000−34.5% | Reduced |
| Windsor Capital Management, LLC | 1,900 | $355.0K | 0.11% | +1+0.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,900 | $355.0K | 0.03% | +500+35.7% | Added |
| Allred Capital Management, LLC | 1,897 | $354.0K | 0.19% | −70−3.6% | Reduced |
| MJP Associates Inc | 1,894 | $354.0K | 0.09% | +1,894 | New |
| Traphagen Investment Advisors LLC | 1,459 | $352.8K | 0.06% | −269−15.6% | Reduced |
| Exane Derivatives | 1,880 | $351.5K | 0.10% | −2,101−52.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,878 | $351.0K | 0.04% | −285−13.2% | Reduced |
| Washington Trust Bank | 1,875 | $351.0K | 0.04% | −52−2.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,875 | $350.6K | 0.17% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,874 | $350.0K | 0.05% | 00.0% | Unchanged |
| Resolute Financial, LLC | 1,868 | $349.0K | 0.28% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,866 | $349.0K | 0.17% | +49+2.7% | Added |
| PDS Planning, Inc | 1,867 | $349.0K | 0.06% | +201+12.1% | Added |
| Port Capital LLC | 1,864 | $349.0K | 0.02% | +201+12.1% | Added |
| Washington Capital Management Inc | 1,862 | $348.2K | 0.29% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,862 | $348.0K | 0.08% | +1+0.1% | Added |
| Canton Hathaway, LLC | 1,857 | $347.0K | 0.10% | 00.0% | Unchanged |