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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Blue Square Asset Management, LLC | 1,240 | $232.0K | 0.19% | 00.0% | Unchanged |
| XML Financial, LLC | 1,234 | $231.0K | 0.03% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 1,234 | $231.0K | 0.03% | +59+5.0% | Added |
| Encompass Wealth Advisors, LLC | 1,230 | $230.0K | 0.06% | 00.0% | Unchanged |
| First National Corp | 1,227 | $230.0K | 0.05% | +1,227 | New |
| Warren Averett Asset Management, LLC | 1,224 | $229.0K | 0.02% | −19−1.5% | Reduced |
| Colonial Trust Advisors | 1,226 | $229.0K | 0.03% | −205−14.3% | Reduced |
| TrueWealth Advisors, LLC | 1,399 | $229.0K | 0.10% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,224 | $229.0K | 0.01% | −163−11.8% | Reduced |
| Carlson Capital Management | 1,224 | $229.0K | 0.02% | +1,224 | New |
| Wealth Management Partners, LLC | 1,000 | $228.0K | 0.16% | +1,000 | New |
| ICA Group Wealth Management, LLC | 1,363 | $228.0K | 0.04% | +1,363 | New |
| Firestone Capital Management | 1,215 | $227.0K | 0.07% | +1,215 | New |
| Soltis Investment Advisors LLC | 1,214 | $227.0K | 0.03% | +1,214 | New |
| Farmers National Bank | 1,212 | $226.6K | 0.08% | +1,212 | New |
| Reinhart Partners, Inc. | 1,200 | $224.0K | 0.01% | +1,200 | New |
| Fiera Capital Corp | 1,200 | $224.0K | 0.00% | +1,200 | New |
| Burt Wealth Advisors | 1,197 | $224.0K | 0.07% | +1,197 | New |
| Terra Nova Asset Management LLC | 1,200 | $224.0K | 0.21% | +1,200 | New |
| Fulcrum Capital LLC | 1,200 | $224.0K | 0.06% | +1,200 | New |
| Capital Market Strategies LLC | 1,199 | $224.0K | 0.19% | +1,199 | New |
| Walkner Condon Financial Advisors LLC | 1,199 | $224.0K | 0.06% | +1,199 | New |
| CNB Bank | 1,190 | $223.0K | 0.12% | +27+2.3% | Added |
| DF Dent & Co Inc | 1,185 | $222.0K | 0.00% | +1,185 | New |
| Solitude Financial Services | 1,181 | $221.0K | 0.14% | −350−22.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,182 | $221.0K | 0.10% | +1,182 | New |
| Valley National Advisers Inc | 1,176 | $220.0K | 0.04% | +5+0.4% | Added |
| Montgomery Investment Management Inc | 1,175 | $220.0K | 0.08% | +1,175 | New |
| South Shore Capital Advisors | 1,175 | $220.0K | 0.36% | +1,175 | New |
| Carmel Capital Partners, LLC | 1,175 | $220.0K | 0.18% | +1,175 | New |
| Fieldpoint Private Securities, LLC | 1,166 | $218.0K | 0.04% | +98+9.2% | Added |
| BFT Financial Group, LLC | 1,166 | $218.0K | 0.03% | +1,166 | New |
| Connecticut Wealth Management, LLC | 1,160 | $217.0K | 0.02% | +1,160 | New |
| Greenwich Wealth Management LLC | 1,156 | $216.0K | 0.02% | −232−16.7% | Reduced |
| Foundations Investment Advisors, LLC | 1,188 | $215.0K | 0.01% | −81−6.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,147 | $215.0K | 0.06% | +1,147 | New |
| Vivaldi Capital Management, LLC | 1,351 | $214.0K | 0.06% | +81+6.4% | Added |
| Manhattan West Asset Management, LLC | 1,143 | $214.0K | 0.12% | +1,143 | New |
| Capital Planning Advisors, LLC | 1,142 | $213.0K | 0.05% | +1,142 | New |
| Exencial Wealth Advisors, LLC | 1,132 | $212.0K | 0.01% | +1,132 | New |
| Aveo Capital Partners, LLC | 1,136 | $212.0K | 0.04% | +1,136 | New |
| Axiom Investment Management LLC | 1,130 | $211.0K | 0.46% | −4,359−79.4% | Reduced |
| Affinity Capital Advisors, LLC | 1,131 | $211.0K | 0.07% | +1,131 | New |
| Cowa, LLC | 1,129 | $211.0K | 0.10% | +1,129 | New |
| Delta Financial Advisors LLC | 1,121 | $210.0K | 0.09% | +1,121 | New |
| Wagner Wealth Management, LLC | 1,117 | $209.0K | 0.15% | +303+37.2% | Added |
| Truvestments Capital LLC | 1,107 | $207.0K | 0.11% | +51+4.8% | Added |
| Chickasaw Capital Management LLC | 1,105 | $207.0K | 0.01% | +1,105 | New |
| Clear Street Markets LLC | 1,100 | $206.0K | 0.06% | −3,100−73.8% | Reduced |
| Versor Investments LP | 1,100 | $206.0K | 0.01% | −500−31.3% | Reduced |
| Forte Capital LLC | 1,262 | $206.0K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,098 | $206.0K | 0.02% | +1,098 | New |
| Nadler Financial Group, Inc. | 1,102 | $206.0K | 0.03% | +1,102 | New |
| Capital Investment Advisory Services, LLC | 1,103 | $206.0K | 0.02% | +1,103 | New |
| Ackerman Capital Advisors, LLC | 1,101 | $206.0K | 0.05% | +1,101 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 1,100 | $206.0K | 0.01% | +1,100 | New |
| State of Wyoming | 1,099 | $205.0K | 0.10% | −65−5.6% | Reduced |
| Karp Capital Management Corp | 1,097 | $205.0K | 0.03% | +1,097 | New |
| Merriman Wealth Management, LLC | 1,090 | $204.0K | 0.02% | −400−26.8% | Reduced |
| Vista Investment Management | 1,093 | $204.0K | 0.11% | +1,093 | New |
| Crew Capital Management, Ltd. | 1,090 | $204.0K | 0.20% | +1,090 | New |
| Norway Savings Bank | 1,078 | $202.0K | 0.09% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,076 | $201.0K | 0.07% | −197−15.5% | Reduced |
| Benjamin Edwards Inc | 1,075 | $201.0K | 0.06% | +44+4.3% | Added |
| MBL Wealth, LLC | 1,074 | $201.0K | 0.05% | +1,074 | New |
| Bank of New Hampshire | 1,075 | $201.0K | 0.05% | +1,075 | New |
| Matrix Private Capital Group LLC | 1,076 | $201.0K | 0.10% | +1,076 | New |
| Blodgett Wealth Advisors, LLC | 1,075 | $201.0K | 0.17% | +1,075 | New |
| Lockerman Financial Group, Inc. | 1,068 | $200.0K | 0.54% | −182−14.6% | Reduced |
| Unigestion Holding SA | 1,056 | $200.0K | 0.01% | +1,056 | New |
| CVA Family Office, LLC | 1,060 | $198.0K | 0.05% | −79−6.9% | Reduced |
| Financial Management Professionals, Inc. | 1,046 | $196.0K | 0.04% | +44+4.4% | Added |
| Key Financial Inc | 1,040 | $194.0K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,019 | $191.0K | 0.04% | −621−37.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $187.0K | 0.11% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 994 | $186.0K | 0.00% | +145+17.1% | Added |
| Covestor Ltd | 946 | $177.0K | 0.12% | +638+207.1% | Added |
| Surevest, LLC | 934 | $175.0K | 0.04% | +1+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 929 | $174.0K | 0.09% | +528+131.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 915 | $171.0K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 912 | $170.0K | 0.09% | +912 | New |
| Win Advisors, Inc | 905 | $169.0K | 0.04% | +905 | New |
| Orion Capital Management LLC | 899 | $168.0K | 0.10% | +299+49.8% | Added |
| Lenox Wealth Advisors, LLC | 899 | $165.0K | 0.02% | +5+0.6% | Added |
| West Branch Capital LLC | 884 | $165.0K | 0.08% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $164.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 865 | $162.0K | 0.09% | −135−13.5% | Reduced |
| Prestige Wealth Management Group LLC | 868 | $162.0K | 0.04% | +6+0.7% | Added |
| Bellwether Advisors, LLC | 866 | $161.0K | 0.05% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 849 | $159.0K | 0.11% | 00.0% | Unchanged |
| Sycomore Asset Management | 816 | $156.0K | 0.03% | +245+42.9% | Added |
| Kelly Financial Services LLC | 813 | $152.0K | 0.07% | +65+8.7% | Added |
| Ancora Advisors, LLC | 813 | $152.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 813 | $152.0K | 0.04% | +2+0.2% | Added |
| Mascoma Wealth Management LLC | 809 | $151.0K | 0.05% | +24+3.1% | Added |
| First Financial Corp | 795 | $149.0K | 0.09% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $146.0K | 0.10% | – | – |
| Endurance Wealth Management, Inc. | 763 | $143.0K | 0.02% | +38+5.2% | Added |
| TCWP LLC | 765 | $143.0K | 0.03% | +765 | New |
| First Community Trust NA | 747 | $140.0K | 0.13% | 00.0% | Unchanged |