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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 22,979 | $4.30M | 0.04% | −400−1.7% | Reduced |
| Castleark Management LLC | 22,975 | $4.30M | 0.19% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $4.29M | 0.45% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 22,931 | $4.29M | 0.04% | +2,131+10.2% | Added |
| Fort Washington Investment Advisors Inc | 22,900 | $4.28M | 0.03% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 22,689 | $4.24M | 1.09% | −92−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 22,649 | $4.24M | 0.83% | +1,156+5.4% | Added |
| Family Management Corp | 22,611 | $4.23M | 1.17% | +22+0.1% | Added |
| Blue Zone Wealth Advisors, LLC | 22,514 | $4.21M | 1.57% | −3,634−13.9% | Reduced |
| Eudaimonia Partners, LLC | 22,419 | $4.19M | 0.71% | +22,419 | New |
| Grandfield & Dodd, LLC | 22,382 | $4.19M | 0.28% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 22,372 | $4.18M | 0.75% | −5,928−20.9% | Reduced |
| Sumitomo Life Insurance Co | 22,316 | $4.17M | 0.10% | −324−1.4% | Reduced |
| Mitchell Capital Management Co | 22,070 | $4.13M | 0.92% | −6,452−22.6% | Reduced |
| Cetera Investment Advisers | 22,056 | $4.12M | 0.06% | −1,268−5.4% | Reduced |
| Covington Capital Management | 22,043 | $4.12M | 0.15% | +15+0.1% | Added |
| Ethic Inc. | 21,926 | $4.10M | 0.28% | +2,495+12.8% | Added |
| Moody National Bank Trust Division | 21,919 | $4.10M | 0.13% | −324−1.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,902 | $4.10M | 0.18% | −410−1.8% | Reduced |
| Stonnington Group, LLC | 23,066 | $4.10M | 0.98% | +4,325+23.1% | Added |
| Western Wealth Management, LLC | 21,878 | $4.09M | 0.20% | +14,328+189.8% | Added |
| Boston Private Wealth LLC | 21,869 | $4.09M | 0.05% | +548+2.6% | Added |
| Venture Visionary Partners LLC | 21,719 | $4.06M | 0.27% | −569−2.6% | Reduced |
| Walleye Trading LLC | 21,708 | $4.06M | 0.08% | −25,116−53.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21,613 | $4.04M | 0.17% | −17−0.1% | Reduced |
| Vident Investment Advisory, LLC | 21,296 | $3.98M | 0.10% | −5,972−21.9% | Reduced |
| Wetherby Asset Management Inc | 21,246 | $3.97M | 0.23% | +1,016+5.0% | Added |
| Kathleen S. Wright Associates Inc. | 21,224 | $3.97M | 2.90% | +20.0% | Added |
| Teamwork Financial Advisors, LLC | 21,095 | $3.94M | 0.74% | +8,679+69.9% | Added |
| Avantax Advisory Services, Inc. | 21,100 | $3.94M | 0.05% | +6,802+47.6% | Added |
| Chapman Investment Management, LLC | 21,084 | $3.94M | 2.10% | +21,084 | New |
| SRN Advisors, LLC | 21,008 | $3.93M | 1.73% | −3,912−15.7% | Reduced |
| Haverford Trust Co | 20,856 | $3.90M | 0.05% | +10.0% | Added |
| Power Corp of Canada | 20,832 | $3.90M | 0.33% | +20,832 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,624 | $3.86M | 0.98% | −636−3.0% | Reduced |
| Chase Investment Counsel Corp | 20,312 | $3.80M | 1.66% | −669−3.2% | Reduced |
| TD Private Client Wealth LLC | 20,189 | $3.78M | 0.16% | +13,974+224.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.76M | 3.43% | +1,218+6.4% | Added |
| Pinkerton Retirement Specialists, LLC | 19,997 | $3.74M | 0.83% | +529+2.7% | Added |
| M. Kulyk & Associates, LLC | 19,913 | $3.72M | 1.02% | 00.0% | Unchanged |
| Fundamentun, LLC | 19,856 | $3.71M | 0.62% | −762−3.7% | Reduced |
| Intrinsic Value Partners, LLC | 19,848 | $3.71M | 3.93% | −410−2.0% | Reduced |
| Lakeview Capital Partners, LLC | 19,828 | $3.71M | 1.90% | −1,264−6.0% | Reduced |
| Everence Capital Management Inc | 19,754 | $3.69M | 0.28% | +3,070+18.4% | Added |
| Varma Mutual Pension Insurance Co | 19,735 | $3.69M | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 19,573 | $3.66M | 0.16% | −286−1.4% | Reduced |
| DCM Advisors, LLC | 19,544 | $3.65M | 1.29% | −1,317−6.3% | Reduced |
| Raymond James Trust N.A. | 19,403 | $3.63M | 0.11% | −821−4.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,250 | $3.60M | 0.20% | −30.0% | Reduced |
| RNC Capital Management LLC | 19,243 | $3.60M | 0.18% | −238−1.2% | Reduced |
| Fiduciary Group LLC | 22,268 | $3.55M | 0.47% | −157−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,814 | $3.52M | 0.30% | −716−3.7% | Reduced |
| Clearstead Advisors, LLC | 18,705 | $3.50M | 0.24% | +1,282+7.4% | Added |
| Ropes Wealth Advisors LLC | 18,700 | $3.50M | 0.60% | −899−4.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 18,699 | $3.50M | 0.26% | +18,699 | New |
| Meiji Yasuda Life Insurance Co | 18,674 | $3.49M | 0.06% | −1,482−7.4% | Reduced |
| Advisory Services Network, LLC | 18,641 | $3.48M | 0.10% | −804−4.1% | Reduced |
| Steel Canyon Capital, LLC | 18,570 | $3.47M | 4.49% | +18,570 | New |
| Mount Vernon Associates Inc | 18,551 | $3.47M | 3.36% | −60−0.3% | Reduced |
| Pacifica Capital Investments, LLC | 18,400 | $3.44M | 1.12% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 18,377 | $3.44M | 0.43% | −527−2.8% | Reduced |
| WP Advisors, LLC | 18,332 | $3.43M | 1.41% | +271+1.5% | Added |
| Hodges Capital Management Inc. | 18,303 | $3.42M | 0.27% | +4,913+36.7% | Added |
| Atria Wealth Solutions, Inc. | 18,278 | $3.42M | 0.06% | +18,278 | New |
| Busey Wealth Management | 18,246 | $3.41M | 0.14% | +119+0.7% | Added |
| Shelton Capital Management | 18,209 | $3.40M | 0.13% | −176−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,155 | $3.40M | 0.30% | +1,298+7.7% | Added |
| Kingsview Wealth Management, LLC | 18,117 | $3.39M | 0.15% | +5,822+47.4% | Added |
| Wellington Shields Capital Management, LLC | 18,040 | $3.37M | 0.37% | −3,203−15.1% | Reduced |
| Salvus Wealth Management, LLC | 18,033 | $3.37M | 2.58% | +496+2.8% | Added |
| Bill Few Associates, Inc. | 17,825 | $3.33M | 1.81% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 17,767 | $3.32M | 0.38% | +51+0.3% | Added |
| Siemens Fonds Invest GmbH | 17,753 | $3.32M | 0.27% | −212−1.2% | Reduced |
| Oliver Luxxe Assets LLC | 17,703 | $3.31M | 0.84% | +15,662+767.4% | Added |
| Lido Advisors, LLC | 17,591 | $3.29M | 0.06% | +753+4.5% | Added |
| Sigma Planning Corp | 17,548 | $3.28M | 0.10% | −1,296−6.9% | Reduced |
| Courier Capital LLC | 17,553 | $3.28M | 0.33% | −180−1.0% | Reduced |
| Wisconsin Capital Management LLC | 17,440 | $3.26M | 1.57% | +17,440 | New |
| LaFleur & Godfrey LLC | 17,422 | $3.26M | 0.44% | +420+2.5% | Added |
| EP Wealth Advisors, LLC | 17,409 | $3.25M | 0.07% | −594−3.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 17,387 | $3.25M | 0.35% | −250−1.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $3.23M | 0.36% | 00.0% | Unchanged |
| Elgethun Capital Management | 17,250 | $3.23M | 1.09% | −33−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,239 | $3.22M | 0.32% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 17,239 | $3.22M | 1.81% | +3,349+24.1% | Added |
| Canandaigua National Corp | 17,199 | $3.22M | 0.49% | −87−0.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 17,187 | $3.21M | 0.32% | −744−4.1% | Reduced |
| Chartwell Investment Partners, LLC | 17,154 | $3.21M | 0.11% | −4,835−22.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,119 | $3.20M | 0.43% | −373−2.1% | Reduced |
| Murphy Capital Management Inc | 16,971 | $3.17M | 0.37% | −1,000−5.6% | Reduced |
| Bank of Stockton | 16,912 | $3.16M | 0.99% | +1,494+9.7% | Added |
| Arabesque Asset Management Ltd | 16,874 | $3.15M | 1.10% | −173−1.0% | Reduced |
| Altium Wealth Management LLC | 16,841 | $3.15M | 0.20% | −1,226−6.8% | Reduced |
| Regent Investment Management LLC | 16,826 | $3.15M | 0.73% | −50−0.3% | Reduced |
| Modera Wealth Management, LLC | 16,691 | $3.12M | 0.14% | −5,833−25.9% | Reduced |
| Greenleaf Trust | 16,653 | $3.11M | 0.04% | +1,884+12.8% | Added |
| Scotia Capital Inc. | 16,614 | $3.11M | 0.02% | −4,246−20.4% | Reduced |
| Naples Global Advisors, LLC | 16,602 | $3.10M | 0.36% | −115−0.7% | Reduced |
| Washington Trust Advisors, Inc. | 16,548 | $3.10M | 0.22% | −730−4.2% | Reduced |
| L & S Advisors Inc | 16,441 | $3.07M | 0.36% | −18,251−52.6% | Reduced |