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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 180 | $34.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $33.0K | 0.00% | +175 | New |
| Annapolis Financial Services, LLC | 169 | $32.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 168 | $31.4K | 0.01% | +58+52.7% | Added |
| Advocacy Wealth Management Services, LLC | 164 | $31.0K | 0.01% | +50+43.9% | Added |
| Tilia Fiduciary Partners, Inc. | 166 | $31.0K | 0.03% | +100+151.5% | Added |
| Tyler-Stone Wealth Management | 155 | $29.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 157 | $29.0K | 0.03% | +140+823.5% | Added |
| Interactive Financial Advisors | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 152 | $28.0K | 0.00% | +3+2.0% | Added |
| Perkins Coie Trust Co | 150 | $28.0K | 0.01% | +150 | New |
| Blue Bell Private Wealth Management, LLC | 146 | $27.0K | 0.01% | +131+873.3% | Added |
| Sugarloaf Wealth Management, LLC | 137 | $26.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 136 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 126 | $24.0K | 0.02% | −147−53.8% | Reduced |
| Curi Capital | 124 | $23.0K | 0.00% | +122+6,100.0% | Added |
| America First Investment Advisors, LLC | 120 | $22.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 115 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 108 | $20.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $20.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 101 | $19.0K | 0.00% | −180−64.1% | Reduced |
| Iron Horse Wealth Management, LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $19.0K | 0.01% | +100 | New |
| Pin Oak Investment Advisors Inc | 93 | $17.0K | 0.02% | 00.0% | Unchanged |
| Cordant, Inc. | 92 | $17.0K | 0.01% | +92 | New |
| DB Wealth Management Group, LLC | 78 | $15.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 75 | $14.0K | 0.00% | −24−24.2% | Reduced |
| Old Second National Bank of Aurora | 69 | $13.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $11.0K | 0.00% | +31+103.3% | Added |
| Advanced Research Investment Solutions, LLC | 58 | $11.0K | 0.00% | +58 | New |
| PFG Private Wealth Management, LLC | 54 | $10.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $10.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $10.0K | 0.00% | +46+920.0% | Added |
| GW&K Investment Management, LLC | 51 | $10.0K | 0.00% | +51 | New |
| Antonetti Capital Management LLC | 50 | $9.00K | 0.01% | −3,250−98.5% | Reduced |
| Retirement Group, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 45 | $8.41K | 0.00% | +45 | New |
| Horrell Capital Management, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 45 | $8.00K | 0.00% | +45 | New |
| Mizuho Securities Co. Ltd. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $7.00K | 0.00% | −2−5.3% | Reduced |
| Halpern Financial, Inc. | 36 | $6.73K | 0.00% | −100−73.5% | Reduced |
| Credit Agricole S A | 32 | $6.00K | 0.00% | −25,212−99.9% | Reduced |
| Gables Capital Management Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Loomis Sayles & Co L P | 28 | $5.00K | 0.00% | +28 | New |
| Baldwin Brothers Inc | 28 | $5.00K | 0.00% | +28 | New |
| IAG Wealth Partners, LLC | 29 | $5.00K | 0.00% | +29 | New |
| James Investment Research Inc | 20 | $4.00K | 0.00% | −1−4.8% | Reduced |
| Lowe Wealth Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Strategic Asset Management, LLC | 15 | $3.00K | 0.00% | −47−75.8% | Reduced |
| Carolina Wealth Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $2.00K | 0.00% | +10 | New |
| Core Wealth Advisors, Inc. | 7 | $1.00K | 0.00% | −35−83.3% | Reduced |
| Horan Securities, Inc. | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Burleson & Company, LLC | 8 | $1.00K | 0.00% | +8 | New |
| CFS Investment Advisory Services, LLC | 44,132 | $0 | 0.00% | +44,132 | New |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7,667 | – | – | +3,075+67.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −698,404−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −405,824−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −298,392−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −284,405−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −199,002−100.0% | Sold out |
| Pelham Global Financials Ltd | 0 | $0 | 0.00% | −145,444−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −77,135−100.0% | Sold out |
| Metropolis Capital Ltd | 0 | $0 | 0.00% | −51,794−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −48,963−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −40,728−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −32,935−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −30,453−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −27,030−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,310−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −25,885−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −20,974−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −18,180−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,819−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −17,538−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −17,044−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,297−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,268−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,022−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −11,941−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −8,966−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −8,908−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,643−100.0% | Sold out |