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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 34,500 | $6.45M | 0.25% | +40+0.1% | Added |
| Central Trust Co | 34,364 | $6.43M | 0.18% | −1,326−3.7% | Reduced |
| Private Management Group Inc | 34,102 | $6.38M | 0.26% | −16,277−32.3% | Reduced |
| Searle & Co. | 34,090 | $6.38M | 2.35% | 00.0% | Unchanged |
| Veritable, L.P. | 34,046 | $6.37M | 0.10% | +172+0.5% | Added |
| Beacon Pointe Advisors, LLC | 33,860 | $6.33M | 0.09% | +8,441+33.2% | Added |
| SP Asset Management | 33,700 | $6.30M | 0.68% | +280+0.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,879 | $6.22M | 2.87% | −220−0.6% | Reduced |
| Eastern Bank | 32,994 | $6.17M | 0.29% | +24,832+304.2% | Added |
| Perigon Wealth Management, LLC | 32,843 | $6.14M | 0.43% | −1,089−3.2% | Reduced |
| Choate Investment Advisors | 32,799 | $6.13M | 0.33% | −18−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 32,222 | $6.03M | 0.13% | +4,526+16.3% | Added |
| Pavion Blue Capital, LLC | 32,210 | $6.02M | 3.53% | +65+0.2% | Added |
| Nomura Holdings Inc | 33,206 | $6.00M | 0.05% | +10,493+46.2% | Added |
| Commerzbank Aktiengesellschaft | 31,885 | $5.96M | 0.34% | +16,000+100.7% | Added |
| Gradient Investments LLC | 31,877 | $5.96M | 0.15% | −6,858−17.7% | Reduced |
| Rodgers Brothers Inc. | 31,850 | $5.96M | 1.07% | −267−0.8% | Reduced |
| Pacer Advisors, Inc. | 31,585 | $5.91M | 0.05% | −1,031−3.2% | Reduced |
| Pacific Global Investment Management CO | 31,333 | $5.86M | 1.15% | −322−1.0% | Reduced |
| Banque Cantonale Vaudoise | 31,311 | $5.85M | 0.25% | −2,069−6.2% | Reduced |
| Guardian Capital Advisors LP | 33,264 | $5.84M | 0.57% | +1,008+3.1% | Added |
| Toroso Investments, LLC | 31,101 | $5.82M | 0.17% | +19,514+168.4% | Added |
| Asset Dedication, LLC | 31,056 | $5.78M | 0.64% | +415+1.4% | Added |
| Exchange Traded Concepts, LLC | 30,857 | $5.77M | 0.12% | −39,627−56.2% | Reduced |
| Pathstone Family Office, LLC | 30,316 | $5.75M | 0.13% | +5,724+23.3% | Added |
| Bessemer Group Inc | 30,680 | $5.74M | 0.01% | +5,364+21.2% | Added |
| First National Trust Co | 30,514 | $5.71M | 0.30% | +1,208+4.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 30,379 | $5.68M | 1.48% | +244+0.8% | Added |
| Stonegate Investment Group, LLC | 30,247 | $5.66M | 0.19% | −12,229−28.8% | Reduced |
| Oppenheimer Asset Management Inc. | 30,149 | $5.64M | 0.08% | −1,577−5.0% | Reduced |
| Mirova | 30,032 | $5.62M | 0.75% | −785−2.5% | Reduced |
| Leonard Green & Partners, L.P. | 30,000 | $5.61M | 0.06% | +30,000 | New |
| AMG National Trust Bank | 29,630 | $5.54M | 0.18% | −966−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 29,500 | $5.52M | 0.18% | −3,600−10.9% | Reduced |
| Prudential PLC | 29,405 | $5.50M | 0.08% | +13,509+85.0% | Added |
| Synovus Financial Corp | 29,349 | $5.49M | 0.06% | −654−2.2% | Reduced |
| Freestone Capital Holdings, LLC | 29,339 | $5.49M | 0.22% | −583−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,323 | $5.48M | 0.09% | +10,333+54.4% | Added |
| Cutler Group LP | 29,269 | $5.47M | 0.51% | +26,615+1,002.8% | Added |
| Adalta Capital Management LLC | 29,230 | $5.47M | 2.73% | +210+0.7% | Added |
| GFS Advisors, LLC | 29,205 | $5.46M | 1.15% | −2,290−7.3% | Reduced |
| Strategic Wealth Designers | 29,098 | $5.44M | 1.30% | +3,764+14.9% | Added |
| HB Wealth Management, LLC | 28,982 | $5.42M | 0.10% | +3,229+12.5% | Added |
| Goelzer Investment Management, Inc. | 28,978 | $5.42M | 0.47% | −1,221−4.0% | Reduced |
| Chatham Capital Group, Inc. | 28,745 | $5.38M | 1.04% | −9,235−24.3% | Reduced |
| Independent Advisor Alliance | 28,674 | $5.36M | 0.26% | +4,947+20.8% | Added |
| Hendershot Investments Inc. | 28,630 | $5.35M | 0.82% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 28,539 | $5.34M | 0.11% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 28,355 | $5.30M | 0.87% | −78−0.3% | Reduced |
| National Bank of Canada | 28,407 | $5.29M | 0.02% | +13,207+86.9% | Added |
| Olstein Capital Management, L.P. | 28,000 | $5.24M | 0.66% | −8,000−22.2% | Reduced |
| Lincoln National Corp | 27,923 | $5.22M | 0.11% | +7,132+34.3% | Added |
| Trust Co of Vermont | 27,860 | $5.21M | 0.35% | +40.0% | Added |
| Birmingham Capital Management Co Inc | 27,690 | $5.18M | 1.80% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 27,662 | $5.17M | 0.11% | −3,858−12.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,418 | $5.13M | 0.57% | −100.0% | Reduced |
| Unison Asset Management LLC | 27,194 | $5.08M | 4.36% | 00.0% | Unchanged |
| Roundview Capital LLC | 27,029 | $5.05M | 0.52% | +105+0.4% | Added |
| Bouvel Investment Partners, LLC | 26,827 | $5.02M | 3.06% | +948+3.7% | Added |
| Cubist Systematic Strategies, LLC | 26,811 | $5.01M | 0.04% | −91,145−77.3% | Reduced |
| New England Asset Management Inc | 26,707 | $4.99M | 0.08% | +1,100+4.3% | Added |
| Barrett Asset Management, LLC | 26,623 | $4.98M | 0.21% | −7,881−22.8% | Reduced |
| Connable Office Inc | 26,622 | $4.98M | 0.66% | −2,328−8.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,581 | $4.97M | 0.72% | +563+2.2% | Added |
| Coastal Investment Advisors, Inc. | 26,517 | $4.96M | 0.99% | +3,525+15.3% | Added |
| First Interstate Bank | 26,507 | $4.96M | 0.47% | −1,150−4.2% | Reduced |
| Pine Ridge Advisers LLC | 26,500 | $4.96M | 1.35% | 00.0% | Unchanged |
| GDS Wealth Management | 26,749 | $4.93M | 1.09% | +1,098+4.3% | Added |
| Boyd Watterson Asset Management LLC | 26,274 | $4.91M | 1.79% | +408+1.6% | Added |
| Impax Asset Management Group plc | 26,050 | $4.87M | 0.02% | +1,910+7.9% | Added |
| Financial Partners Capital Management LLC | 26,047 | $4.87M | 0.90% | −906−3.4% | Reduced |
| D.A. Davidson & Co. | 25,837 | $4.83M | 0.05% | −150−0.6% | Reduced |
| Federated Hermes, Inc. | 25,490 | $4.77M | 0.01% | −4,938−16.2% | Reduced |
| Foster Group, Inc. | 25,190 | $4.71M | 0.39% | 00.0% | Unchanged |
| Bleichroeder LP | 25,000 | $4.67M | 0.83% | 00.0% | Unchanged |
| Crestline Management, LP | 25,000 | $4.67M | 0.59% | +25,000 | New |
| Univest Financial Corp | 24,899 | $4.66M | 1.31% | −3,341−11.8% | Reduced |
| Wedbush Securities Inc | 24,880 | $4.65M | 0.21% | +429+1.8% | Added |
| Simplex Trading, LLC | 24,769 | $4.63M | 0.15% | +24,769 | New |
| Hancock Whitney Corp | 24,749 | $4.63M | 0.16% | −326−1.3% | Reduced |
| Eqis Capital Management, Inc. | 24,725 | $4.62M | 0.41% | +4,169+20.3% | Added |
| Verdence Capital Advisors LLC | 24,611 | $4.60M | 0.52% | +1,525+6.6% | Added |
| Chicago Trust Co NA | 24,605 | $4.60M | 0.99% | +723+3.0% | Added |
| Advisor Partners LLC | 24,564 | $4.59M | 0.29% | +1,397+6.0% | Added |
| GWM Advisors LLC | 24,314 | $4.55M | 0.08% | +3,425+16.4% | Added |
| Concentric Wealth Management, LLC | 24,245 | $4.53M | 1.31% | +15+0.1% | Added |
| Kestra Private Wealth Services, LLC | 24,026 | $4.49M | 0.22% | +4,390+22.4% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $4.43M | 0.78% | +23,857 | New |
| Davy Global Fund Management Ltd | 23,572 | $4.41M | 0.72% | −673−2.8% | Reduced |
| Park National Corp | 23,507 | $4.40M | 0.18% | −655−2.7% | Reduced |
| Ceera Investments, LLC | 23,506 | $4.40M | 2.19% | −128−0.5% | Reduced |
| Hutner Capital Management Inc | 23,390 | $4.37M | 2.50% | −70−0.3% | Reduced |
| Altshuler Shaham Ltd | 23,383 | $4.37M | 0.04% | −38−0.2% | Reduced |
| Regentatlantic Capital LLC | 23,361 | $4.37M | 0.12% | +2,534+12.2% | Added |
| EHP Funds Inc. | 23,270 | $4.35M | 0.72% | +23,270 | New |
| RBF Capital, LLC | 23,000 | $4.34M | 0.28% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 23,172 | $4.33M | 0.44% | −5,731−19.8% | Reduced |
| Jennison Associates LLC | 23,114 | $4.32M | 0.00% | −2,490−9.7% | Reduced |
| Chemistry Wealth Management LLC | 23,069 | $4.31M | 1.48% | +20,918+972.5% | Added |
| National Asset Management, Inc. | 23,011 | $4.30M | 0.14% | −2,516−9.9% | Reduced |