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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.

Institutional holdersQ1 2022: 2,067 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ1 2022: $120.0B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2021.

Institutions holding AXP in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Arete Wealth Advisors, LLC0$00.00%−7,538−100.0%Sold out
Pariax, LLC0$00.00%−7,562−100.0%Sold out
Quantbot Technologies LP0$00.00%−6,551−100.0%Sold out
Phraction Management LLC0$00.00%−6,411−100.0%Sold out
Capital One Financial Corp0$00.00%−5,905−100.0%Sold out
HBK Investments L P0$00.00%−5,831−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−5,597−100.0%Sold out
MBB Public Markets I LLC0$00.00%−5,561−100.0%Sold out
XR Securities LLC0$00.00%−4,780−100.0%Sold out
Virtu Financial LLC0$00.00%−4,633−100.0%Sold out
Engine No. 1 LLC0$00.00%−4,294−100.0%Sold out
Aries Wealth Management0$00.00%−3,886−100.0%Sold out
KG&L Capital Management,LLC0$00.00%−3,488−100.0%Sold out
Quantamental Technologies LLC0$00.00%−3,262−100.0%Sold out
Pennsylvania Capital Management Inc0$00.00%−3,000−100.0%Sold out
Greystone Financial Group, LLC0$00.00%−2,842−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−2,661−100.0%Sold out
Caxton Associates LP0$00.00%−2,602−100.0%Sold out
Ninepoint Partners LP0$00.00%−2,597−100.0%Sold out
Bangor Savings Bank0$00.00%−2,467−100.0%Sold out
Astrantus Ltd0$00.00%−2,439−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−2,419−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−2,381−100.0%Sold out
Fulton Breakefield Broenniman LLC0$00.00%−2,349−100.0%Sold out
Hancock Whitney Investment Services Inc.0$00.00%−2,303−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−2,283−100.0%Sold out
55I, LLC0$00.00%−2,144−100.0%Sold out
Cape Ann Savings Bank0$00.00%−2,100−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−2,079−100.0%Sold out
Vahanian & Associates Financial Planning Inc.0$00.00%−2,044−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−2,000−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−1,976−100.0%Sold out
Mizuho Markets Cayman LP0$00.00%−1,931−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−1,891−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−1,722−100.0%Sold out
Nova R Wealth, Inc.0$00.00%−1,708−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−1,711−100.0%Sold out
Optimum Investment Advisors0$00.00%−1,600−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−1,512−100.0%Sold out
Bellevue Group AG0$00.00%−1,500−100.0%Sold out
Norris Financial Group, LLC0$00.00%−1,493−100.0%Sold out
Autus Asset Management, LLC0$00.00%−1,450−100.0%Sold out
James Hambro & Partners0$00.00%−1,373−100.0%Sold out
Wulff, Hansen & Co.0$00.00%−1,371−100.0%Sold out
Enlightenment Research, LLC0$00.00%−1,368−100.0%Sold out
Sentinel Trust Co Lba0$00.00%−1,355−100.0%Sold out
Nixon Peabody Trust Co0$00.00%−1,356−100.0%Sold out
PBMares Wealth Management LLC0$00.00%−1,329−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−1,319−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−1,297−100.0%Sold out
Highview Capital Management LLC0$00.00%−1,257−100.0%Sold out
Castellan Group, LLC0$00.00%−1,240−100.0%Sold out
Deuterium Capital Management, LLC0$00.00%−1,240−100.0%Sold out
Long Road Investment Counsel, LLC0$00.00%−1,233−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−1,227−100.0%Sold out
Signet Financial Management, LLC0$00.00%−753−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−736−100.0%Sold out
Elmwood Wealth Management, Inc.0$00.00%−675−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−462−100.0%Sold out
Sirios Capital Management L P0$00.00%−456−100.0%Sold out
Investmark Advisory Group LLC0$00.00%−413−100.0%Sold out
Equitec Proprietary Markets, LLC0$00.00%−355−100.0%Sold out
Old North State Trust, LLC0$00.00%−355−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−300−100.0%Sold out
FSB Premier Wealth Management, Inc.0$00.00%−236−100.0%Sold out
Operose Advisors LLC0$00.00%−215−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−196−100.0%Sold out
Fred Alger Management, LLC0$00.00%−159−100.0%Sold out
SBK Financial, Inc.0$00.00%−150−100.0%Sold out
Masso Torrence Wealth Management Inc.0$00.00%−145−100.0%Sold out
Optiver Holding B.V.0$00.00%−105−100.0%Sold out
Ford Financial Group, LLC0$00.00%−100−100.0%Sold out
TAP Consulting, LLC0$00.00%−94−100.0%Sold out
Widmann Financial Services, Inc.0$00.00%−95−100.0%Sold out
Rinkey Investments0$00.00%−81−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−64−100.0%Sold out
HC Financial Advisors Inc0$00.00%−47−100.0%Sold out
Barnett & Company, Inc.0$00.00%−25−100.0%Sold out
Moser Wealth Advisors, LLC0$00.00%−16−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−7−100.0%Sold out
Carroll Financial Associates, Inc.––––Not filed
Andra AP-fonden––––Not filed
6 Meridian––––Not filed
Tdam USA Inc.––––Not filed
Columbia Asset Management––––Not filed
Markston International LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Crescent Capital Consulting, LLC––––Not filed
NEXT Financial Group, Inc––––Not filed
Resource Management, LLC––––Not filed
Quest Capital Management Inc––––Not filed
Weybosset Research & Management LLC––––Not filed
Reilly Financial Advisors, LLC––––Not filed
First Midwest Bank Trust Division––––Not filed
Doman Group, LLC––––Not filed
Truehand, Inc––––Not filed
Johanson Financial Advisors, Inc.––––Not filed
Clear Perspective Advisors, LLC––––Not filed
Paradigm Financial Advisors, LLC––––Not filed
Jenkins Wealth––––Not filed