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 |
|---|---|---|---|---|---|
| Northwest Wealth Management, LLC | 1,517 | $284.0K | 0.14% | +17+1.1% | Added |
| Trust Co of Virginia | 1,508 | $282.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,510 | $282.0K | 0.10% | +78+5.4% | Added |
| Silver Oak Securities, Inc | 1,533 | $282.0K | 0.06% | +1,533 | New |
| Professional Advisory Services Inc | 1,500 | $281.0K | 0.04% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $281.0K | 0.12% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,505 | $281.0K | 0.06% | +1,505 | New |
| Tempus Wealth Planning, LLC | 1,502 | $281.0K | 0.20% | +1,502 | New |
| Mengis Capital Management, Inc. | 1,500 | $280.0K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,492 | $279.0K | 0.02% | −10,746−87.8% | Reduced |
| Intrust Bank NA | 1,491 | $279.0K | 0.04% | −1−0.1% | Reduced |
| Delta Asset Management LLC | 1,486 | $278.0K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,489 | $278.0K | 0.17% | +29+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,486 | $278.0K | 0.07% | +183+14.0% | Added |
| StoneX Group Inc. | 1,486 | $277.9K | 0.02% | −72−4.6% | Reduced |
| Virtue Capital Management, LLC | 1,480 | $277.0K | 0.04% | −618−29.5% | Reduced |
| City Holding Co | 1,481 | $277.0K | 0.04% | −29−1.9% | Reduced |
| BlueCrest Capital Management Ltd | 1,479 | $277.0K | 0.02% | +1,479 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,480 | $276.0K | 0.02% | −196−11.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,474 | $276.0K | 0.07% | +88+6.3% | Added |
| Proficio Capital Partners LLC | 1,473 | $275.0K | 0.04% | −545−27.0% | Reduced |
| Lindbrook Capital, LLC | 1,463 | $274.0K | 0.04% | +50+3.5% | Added |
| Legacy Financial Advisors, Inc. | 1,463 | $274.0K | 0.06% | +1,463 | New |
| Enterprise Financial Services Corp | 1,462 | $273.0K | 0.04% | +24+1.7% | Added |
| Amplius Wealth Advisors, LLC | 1,463 | $273.0K | 0.04% | +61+4.4% | Added |
| East Coast Asset Management, LLC. | 1,442 | $270.0K | 0.06% | 00.0% | Unchanged |
| Motco | 1,445 | $270.0K | 0.02% | +175+13.8% | Added |
| Global Trust Asset Management, LLC | 1,444 | $270.0K | 0.11% | +484+50.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,444 | $270.0K | 0.14% | +912+171.4% | Added |
| Everhart Financial Group, Inc. | 1,444 | $270.0K | 0.16% | +1,444 | New |
| United Bank | 1,430 | $268.0K | 0.04% | −145−9.2% | Reduced |
| CWA Asset Management Group, LLC | 1,431 | $268.0K | 0.02% | −95−6.2% | Reduced |
| City State Bank | 1,433 | $268.0K | 0.16% | +3+0.2% | Added |
| Garner Asset Management Corp | 1,428 | $267.0K | 0.11% | −20−1.4% | Reduced |
| Zions Bancorporation, N.A. | 1,421 | $266.0K | 0.02% | +75+5.6% | Added |
| Mystic Asset Management, Inc. | 1,425 | $266.0K | 0.14% | +120+9.2% | Added |
| Balasa Dinverno & Foltz LLC | 1,424 | $266.0K | 0.02% | +1,424 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,877 | $265.0K | 0.03% | −265−12.4% | Reduced |
| Davis R M Inc | 1,419 | $265.0K | 0.01% | −543−27.7% | Reduced |
| Eagle Harbor Asset Management Inc | 1,415 | $264.6K | 0.34% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,415 | $264.0K | 0.04% | −221−13.5% | Reduced |
| Fairfield, Bush & Co. | 1,410 | $264.0K | 0.13% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,405 | $263.0K | 0.05% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,402 | $262.0K | 0.09% | −1,105−44.1% | Reduced |
| Middleton & Co Inc | 1,400 | $262.0K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,400 | $262.0K | 0.27% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,403 | $262.0K | 0.04% | +98+7.5% | Added |
| Pettyjohn, Wood & White, Inc | 1,397 | $261.0K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Services | 1,613 | $260.0K | 0.15% | −996−38.2% | Reduced |
| Warther Private Wealth, LLC | 1,389 | $260.0K | 0.17% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,383 | $259.0K | 0.01% | −58,981−97.7% | Reduced |
| PRW Wealth Management LLC | 1,380 | $258.0K | 0.11% | +125+10.0% | Added |
| Centric Wealth Management | 1,372 | $257.0K | 0.08% | −22−1.6% | Reduced |
| Providence Capital Advisors, LLC | 1,377 | $257.0K | 0.07% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,371 | $256.0K | 0.07% | +3+0.2% | Added |
| Edge Wealth Management LLC | 1,371 | $256.0K | 0.05% | +984+254.3% | Added |
| Compton Wealth Advisory Group, LLC | 1,367 | $256.0K | 0.10% | +1,367 | New |
| Legacy Private Trust Co. | 1,365 | $255.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,365 | $255.0K | 0.20% | +1,365 | New |
| Sunbelt Securities, Inc. | 1,339 | $254.0K | 0.05% | −173−11.4% | Reduced |
| FourThought Financial, LLC | 1,415 | $254.0K | 0.03% | +33+2.4% | Added |
| Crescent Grove Advisors, LLC | 1,352 | $253.0K | 0.02% | −934−40.9% | Reduced |
| Perennial Investment Advisors, LLC | 1,332 | $253.0K | 0.08% | −461−25.7% | Reduced |
| Burns J W & Co Inc | 1,353 | $253.0K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,357 | $253.0K | 0.08% | +14+1.0% | Added |
| Magellan Asset Management Ltd | 1,345 | $252.0K | 0.00% | −406−23.2% | Reduced |
| RTD Financial Advisors, Inc. | 1,349 | $252.0K | 0.03% | +19+1.4% | Added |
| Cozad Asset Management Inc | 1,350 | $252.0K | 0.04% | +100+8.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,341 | $251.0K | 0.13% | +1,341 | New |
| Lebenthal Global Advisors, LLC | 1,342 | $250.0K | 0.11% | −39−2.8% | Reduced |
| Berger Financial Group, Inc | 1,336 | $250.0K | 0.03% | −31−2.3% | Reduced |
| Independence Bank of Kentucky | 1,330 | $249.0K | 0.10% | −50−3.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,328 | $248.0K | 0.03% | −8,013−85.8% | Reduced |
| DRW Securities, LLC | 1,325 | $248.0K | 0.06% | +1,325 | New |
| L2 Asset Management, LLC | 1,327 | $248.0K | 0.15% | +1,327 | New |
| Bridges Investment Management Inc | 1,321 | $247.0K | 0.01% | −54−3.9% | Reduced |
| Hexagon Capital Partners LLC | 1,323 | $247.0K | 0.07% | +5+0.4% | Added |
| XTX Topco Ltd | 1,313 | $246.0K | 0.11% | −3,259−71.3% | Reduced |
| Advisor OS, LLC | 1,314 | $246.0K | 0.07% | −761−36.7% | Reduced |
| Summit Asset Management, LLC | 1,315 | $246.0K | 0.07% | 00.0% | Unchanged |
| Rollins Financial | 1,310 | $245.0K | 0.07% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,306 | $244.0K | 0.02% | +52+4.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,300 | $243.0K | 0.01% | −180−12.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $243.0K | 0.21% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $243.0K | 0.14% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,299 | $243.0K | 0.00% | +36+2.9% | Added |
| Sandy Cove Advisors, LLC | 1,300 | $243.0K | 0.20% | +783+151.5% | Added |
| Tiedemann Advisors, LLC | 1,300 | $243.0K | 0.01% | +1,300 | New |
| Transcend Wealth Collective, LLC | 1,294 | $242.0K | 0.02% | −49−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,296 | $242.0K | 0.02% | +98+8.2% | Added |
| MBA Advisors LLC | 1,287 | $241.0K | 0.15% | −50−3.7% | Reduced |
| Concord Wealth Partners | 1,282 | $240.0K | 0.06% | −85−6.2% | Reduced |
| Mayfair Advisory Group, LLC | 1,267 | $237.0K | 0.30% | −100−7.3% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $237.0K | 0.09% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,265 | $237.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,254 | $234.7K | 0.11% | +240+23.7% | Added |
| E&G Advisors, LP | 1,250 | $234.0K | 0.06% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,245 | $233.0K | 0.03% | +2+0.2% | Added |
| North Star Asset Management Inc | 1,246 | $233.0K | 0.01% | +1,246 | New |
| Signature Estate & Investment Advisors LLC | 1,238 | $232.0K | 0.01% | −18−1.4% | Reduced |