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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 1,855 | $347.0K | 0.03% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,846 | $345.0K | 0.22% | −50−2.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,847 | $345.0K | 0.08% | +84+4.8% | Added |
| Nottingham Advisors, Inc. | 1,842 | $344.0K | 0.04% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,836 | $343.0K | 0.03% | −2,487−57.5% | Reduced |
| Stockman Wealth Management, Inc. | 1,835 | $343.0K | 0.07% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,829 | $342.0K | 0.03% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,805 | $338.0K | 0.09% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,810 | $338.0K | 0.17% | +154+9.3% | Added |
| Citizens National Bank Trust Department | 1,935 | $338.0K | 0.14% | +300+18.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,800 | $337.0K | 0.16% | −400−18.2% | Reduced |
| Founders Financial Alliance, LLC | 1,800 | $337.0K | 0.15% | −14−0.8% | Reduced |
| Rosenbaum Jay D. | 1,804 | $337.0K | 0.53% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,800 | $337.0K | 0.03% | +92+5.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,800 | $336.0K | 0.09% | −390−17.8% | Reduced |
| Stratos Wealth Advisors, LLC | 1,798 | $336.0K | 0.03% | +10+0.6% | Added |
| AlphaCrest Capital Management LLC | 1,784 | $334.0K | 0.02% | −27,259−93.9% | Reduced |
| Wolff Wiese Magana LLC | 1,786 | $334.0K | 0.22% | −46−2.5% | Reduced |
| Menard Financial Group LLC | 1,788 | $334.0K | 0.33% | +1,788 | New |
| First Business Financial Services, Inc. | 1,780 | $333.0K | 0.04% | +150+9.2% | Added |
| HCR Wealth Advisors | 1,775 | $332.0K | 0.05% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,775 | $332.0K | 0.19% | +1,775 | New |
| NFP Retirement, Inc. | 1,772 | $331.4K | 0.08% | +1,772 | New |
| HHM Wealth Advisors, LLC | 1,771 | $331.0K | 0.08% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,767 | $330.0K | 0.02% | +259+17.2% | Added |
| DSC Advisors, L.P. | 1,766 | $330.0K | 0.26% | +1,766 | New |
| West Family Investments, Inc. | 1,753 | $328.0K | 0.09% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,750 | $327.0K | 0.11% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $327.0K | 0.26% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,746 | $327.0K | 0.13% | +1,746 | New |
| Lineweaver Wealth Advisors, LLC | 1,739 | $325.0K | 0.09% | −39−2.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,735 | $324.0K | 0.09% | −25−1.4% | Reduced |
| IMPACTfolio, LLC | 1,730 | $324.0K | 0.24% | +1,730 | New |
| Investors Research Corp | 1,728 | $323.0K | 0.09% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $322.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,733 | $322.0K | 0.03% | +1,733 | New |
| MEMBERS Trust Co | 1,707 | $319.0K | 0.01% | +50+3.0% | Added |
| Private Portfolio Partners LLC | 1,703 | $318.5K | 0.08% | +1,703 | New |
| Zevenbergen Capital Investments LLC | 1,700 | $318.0K | 0.01% | −60−3.4% | Reduced |
| Fagan Associates, Inc. | 1,700 | $318.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,700 | $318.0K | 0.09% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1,700 | $318.0K | 0.22% | +1,700 | New |
| Madden Securities Corp | 1,700 | $318.0K | 0.14% | +1,700 | New |
| Round Rock Advisors, LLC | 1,699 | $318.0K | 0.13% | +1,699 | New |
| Sittner & Nelson, LLC | 1,689 | $316.0K | 0.18% | +1+0.1% | Added |
| Echo Street Capital Management LLC | 1,686 | $315.0K | 0.00% | −3,358−66.6% | Reduced |
| Oxbow Advisors, LLC | 1,678 | $314.0K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,673 | $313.0K | 0.08% | −9−0.5% | Reduced |
| Michael B. Yongue | 1,675 | $313.0K | 0.23% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,670 | $312.0K | 0.02% | +52+3.2% | Added |
| Bahl & Gaynor Inc | 1,663 | $311.0K | 0.00% | 00.0% | Unchanged |
| LCNB Corp | 1,662 | $311.0K | 0.15% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,663 | $311.0K | 0.10% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,650 | $309.0K | 0.26% | −460−21.8% | Reduced |
| Flagship Private Wealth, LLC | 1,654 | $309.0K | 0.25% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 1,651 | $309.0K | 0.22% | +106+6.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,648 | $308.0K | 0.12% | −617−27.2% | Reduced |
| Hemington Wealth Management | 1,649 | $308.0K | 0.10% | +1,649 | New |
| Heritage Investment Group, Inc. | 1,642 | $307.0K | 0.22% | 00.0% | Unchanged |
| Accel Wealth Management | 1,634 | $306.0K | 0.16% | −97−5.6% | Reduced |
| Blue Fin Capital, Inc. | 1,637 | $306.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 1,641 | $306.0K | 0.08% | +118+7.7% | Added |
| Laird Norton Trust Company, LLC | 1,632 | $305.0K | 0.03% | −40−2.4% | Reduced |
| Tobam | 1,633 | $305.0K | 0.02% | +491+43.0% | Added |
| Advisory Alpha, LLC | 1,625 | $304.0K | 0.02% | +2+0.1% | Added |
| SFMG, LLC | 1,613 | $302.0K | 0.03% | +2+0.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,612 | $301.0K | 0.09% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,609 | $301.0K | 0.30% | +164+11.3% | Added |
| Corrigan Financial, Inc. | 1,601 | $299.5K | 0.09% | +1+0.1% | Added |
| Smith, Moore & Co. | 1,597 | $299.0K | 0.04% | −20−1.2% | Reduced |
| Puzo Michael J | 1,600 | $299.0K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $299.0K | 0.03% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,593 | $298.0K | 0.14% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,590 | $297.3K | 0.08% | −30−1.9% | Reduced |
| Reliant Investment Management, LLC | 1,586 | $297.0K | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,590 | $297.0K | 0.05% | +1,590 | New |
| Capital Asset Advisory Services LLC | 1,583 | $296.0K | 0.03% | −16−1.0% | Reduced |
| Convergence Investment Partners, LLC | 1,585 | $296.0K | 0.15% | −8−0.5% | Reduced |
| Schubert & Co | 1,583 | $296.0K | 0.32% | +21+1.3% | Added |
| Mason & Associates Inc | 1,585 | $296.0K | 0.09% | +110+7.5% | Added |
| Elevated Capital Advisors, LLC | 1,582 | $296.0K | 0.10% | +1,582 | New |
| Steigerwald, Gordon & Koch Inc. | 1,575 | $295.0K | 0.05% | −67−4.1% | Reduced |
| Hall Laurie J Trustee | 1,579 | $295.0K | 0.11% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,575 | $295.0K | 0.20% | +1+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $295.0K | 0.10% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,569 | $293.0K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,565 | $293.0K | 0.06% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,563 | $292.0K | 0.12% | −1,125−41.9% | Reduced |
| CPWM, LLC | 1,558 | $291.0K | 0.02% | −72−4.4% | Reduced |
| Bouchey Financial Group Ltd | 1,556 | $291.0K | 0.04% | −52−3.2% | Reduced |
| Skba Capital Management LLC | 1,550 | $290.0K | 0.05% | −100−6.1% | Reduced |
| KCS Wealth Advisory | 1,538 | $288.0K | 0.13% | −279−15.4% | Reduced |
| Wealthquest Corp | 1,764 | $288.0K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,536 | $287.0K | 0.16% | −14−0.9% | Reduced |
| Armstrong Shaw Associates Inc | 1,534 | $287.0K | 0.24% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,537 | $287.0K | 0.10% | +12+0.8% | Added |
| Wimmer Associates 1, LLC | 1,530 | $286.0K | 0.16% | 00.0% | Unchanged |
| Financial Architects, Inc | 1,526 | $285.0K | 0.04% | −50−3.2% | Reduced |
| Lafayette Investments, Inc. | 1,524 | $285.0K | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,521 | $284.0K | 0.06% | −82−5.1% | Reduced |