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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 723 | $135.0K | 0.04% | −16−2.2% | Reduced |
| BerganKDV Wealth Management, LLC | 720 | $135.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 721 | $134.8K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 750 | $133.2K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 714 | $133.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 711 | $133.0K | 0.03% | +711 | New |
| Bollard Group LLC | 703 | $132.0K | 0.00% | +1+0.1% | Added |
| Tradewinds Capital Management, LLC | 708 | $132.0K | 0.02% | +75+11.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $129.0K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 687 | $128.0K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 665 | $124.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 658 | $123.0K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 650 | $122.0K | 0.09% | +50+8.3% | Added |
| Johnson Financial Group, Inc. | 641 | $120.0K | 0.01% | −79−11.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 630 | $118.0K | 0.00% | −640,969−99.9% | Reduced |
| Savior LLC | 624 | $118.0K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 618 | $116.0K | 0.01% | +90+17.0% | Added |
| Riverview Trust Co | 622 | $116.0K | 0.09% | +453+268.0% | Added |
| Beaird Harris Wealth Management, LLC | 602 | $113.0K | 0.04% | −500−45.4% | Reduced |
| TFC Financial Management | 591 | $111.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 587 | $110.0K | 0.00% | −46−7.3% | Reduced |
| Fortis Advisors, LLC | 588 | $110.0K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 576 | $108.0K | 0.02% | −43−6.9% | Reduced |
| Lumature Wealth Partners, LLC | 579 | $108.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $106.6K | 0.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 568 | $106.0K | 0.06% | −19−3.2% | Reduced |
| Dividend Assets Capital, LLC | 565 | $106.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 564 | $105.0K | 0.00% | −46−7.5% | Reduced |
| Westchester Capital Management, Inc. | 560 | $105.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 562 | $105.0K | 0.04% | +40+7.7% | Added |
| Raffa Wealth Management, LLC | 545 | $101.9K | 0.04% | −30−5.2% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 522 | $98.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 525 | $98.0K | 0.01% | +203+63.0% | Added |
| Baystate Wealth Management LLC | 511 | $96.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $94.0K | 0.03% | −25−4.8% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $94.0K | 0.10% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $94.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 493 | $92.0K | 0.04% | +8+1.6% | Added |
| Coastal Capital Group, Inc. | 494 | $92.0K | 0.02% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 484 | $91.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 480 | $90.0K | 0.03% | +480 | New |
| AlphaMark Advisors, LLC | 468 | $88.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 468 | $88.0K | 0.02% | +434+1,276.5% | Added |
| Pacific Center for Financial Services | 450 | $84.0K | 0.03% | −16−3.4% | Reduced |
| CKW Financial Group | 450 | $84.0K | 0.01% | +50+12.5% | Added |
| Bogart Wealth, LLC | 444 | $83.0K | 0.01% | −320−41.9% | Reduced |
| West Paces Advisors Inc. | 437 | $81.7K | 0.03% | −18−4.0% | Reduced |
| Pinnacle Bancorp, Inc. | 420 | $79.0K | 0.03% | −20−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 411 | $77.0K | 0.02% | +27+7.0% | Added |
| Boit C F David | 400 | $75.0K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $75.0K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 395 | $74.0K | 0.02% | +1+0.3% | Added |
| Lee Financial Co | 384 | $72.0K | 0.01% | +18+4.9% | Added |
| Castleview Partners, LLC | 382 | $71.0K | 0.04% | −167,471−99.8% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $70.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 372 | $70.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 375 | $70.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $67.0K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 343 | $64.0K | 0.01% | −215−38.5% | Reduced |
| Northwest Investment Counselors, LLC | 341 | $64.0K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 340 | $63.0K | 0.05% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 334 | $62.0K | 0.06% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 326 | $61.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 316 | $59.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 316 | $59.0K | 0.04% | +316 | New |
| West Bancorporation Inc | 300 | $56.0K | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $56.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 299 | $56.0K | 0.03% | +131+78.0% | Added |
| Earnest Partners LLC | 293 | $55.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 288 | $54.0K | 0.03% | +288 | New |
| Beacon Capital Management, LLC | 282 | $53.0K | 0.01% | +282 | New |
| Hoese & Co LLP | 280 | $52.0K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 272 | $51.0K | 0.01% | −11−3.9% | Reduced |
| Heritage Wealth Management, LLC | 274 | $51.0K | 0.01% | +274 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 260 | $49.0K | 0.04% | −260−50.0% | Reduced |
| Cranbrook Wealth Management, LLC | 256 | $48.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 250 | $47.0K | 0.02% | +250 | New |
| Geo Capital Gestora de Recursos Ltd | 238 | $46.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 248 | $46.0K | 0.02% | +18+7.8% | Added |
| Ravenstone Capital Management Inc. | 245 | $45.8K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 243 | $45.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 230 | $43.0K | 0.00% | +6+2.7% | Added |
| High Net Worth Advisory Group LLC | 228 | $43.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 230 | $43.0K | 0.02% | +173+303.5% | Added |
| Financial Perspectives, Inc | 227 | $42.5K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 227 | $42.0K | 0.01% | −12−5.0% | Reduced |
| Clearview Wealth Advisors LLC | 224 | $42.0K | 0.03% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 225 | $42.0K | 0.03% | +225 | New |
| Rockbridge Investment Management, LCC | 222 | $41.6K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 217 | $41.0K | 0.01% | −14−6.1% | Reduced |
| Ahrens Investment Partners LLC | 217 | $41.0K | 0.01% | +200+1,176.5% | Added |
| GeoWealth Management, LLC | 211 | $40.0K | 0.00% | +20+10.5% | Added |
| Timber Creek Capital Management LLC | 200 | $37.0K | 0.01% | −50−20.0% | Reduced |
| First Personal Financial Services | 200 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $37.0K | 0.01% | +200 | New |
| Jackson, Grant Investment Advisers, Inc. | 190 | $36.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 195 | $36.0K | 0.02% | +48+32.7% | Added |