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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 16,431 | $3.07M | 0.74% | +30.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,424 | $3.07M | 1.39% | −698−4.1% | Reduced |
| River & Mercantile Asset Management LLP | 16,399 | $3.07M | 0.40% | −3,400−17.2% | Reduced |
| Silvant Capital Management LLC | 16,332 | $3.05M | 0.58% | −371−2.2% | Reduced |
| Proequities, Inc. | 16,259 | $3.04M | 0.22% | +1,260+8.4% | Added |
| Glenview Trust Co | 16,253 | $3.04M | 0.10% | −1,380−7.8% | Reduced |
| Bennicas & Associates, Inc. | 16,225 | $3.03M | 1.52% | −187−1.1% | Reduced |
| Tower Bridge Advisors | 16,177 | $3.03M | 0.20% | +225+1.4% | Added |
| Condor Capital Management | 16,103 | $3.01M | 0.34% | −458−2.8% | Reduced |
| Gotham Asset Management, LLC | 16,090 | $3.01M | 0.09% | +782+5.1% | Added |
| Reynolds Investment Management, Inc. | 16,084 | $3.01M | 0.89% | +16,084 | New |
| Girard Partners Ltd. | 16,082 | $3.01M | 0.33% | +9,764+154.5% | Added |
| Eads & Heald Wealth Management | 16,066 | $3.00M | 1.39% | −862−5.1% | Reduced |
| Selway Asset Management | 15,810 | $2.96M | 1.43% | −50−0.3% | Reduced |
| Alps Advisors Inc | 15,772 | $2.95M | 0.03% | −652−4.0% | Reduced |
| West Oak Capital, LLC | 15,725 | $2.94M | 1.33% | −510−3.1% | Reduced |
| Resonant Capital Advisors, LLC | 15,570 | $2.91M | 0.43% | +695+4.7% | Added |
| Jackson Square Capital, LLC | 15,569 | $2.91M | 0.91% | −333−2.1% | Reduced |
| Peoples Financial Services Corp. | 15,553 | $2.91M | 1.26% | −716−4.4% | Reduced |
| TrinityPoint Wealth, LLC | 15,387 | $2.88M | 0.52% | −1,108−6.7% | Reduced |
| Hightower 6M Holding, LLC | 15,368 | $2.87M | 0.22% | +15,368 | New |
| Brave Asset Management Inc | 15,154 | $2.83M | 0.98% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 15,130 | $2.83M | 0.14% | +8,255+120.1% | Added |
| Rehmann Capital Advisory Group | 15,133 | $2.83M | 0.27% | +1,640+12.2% | Added |
| Evercore Wealth Management, LLC | 15,074 | $2.82M | 0.05% | −192−1.3% | Reduced |
| Independent Investors Inc | 15,000 | $2.81M | 0.62% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 14,991 | $2.80M | 1.52% | 00.0% | Unchanged |
| Valueworks LLC | 14,929 | $2.79M | 0.92% | −299−2.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 14,850 | $2.78M | 0.60% | −2,500−14.4% | Reduced |
| Pettee Investors, Inc. | 14,681 | $2.75M | 1.21% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 14,653 | $2.74M | 0.34% | −3,840−20.8% | Reduced |
| Hotaling Investment Management, LLC | 14,554 | $2.72M | 1.05% | −4,452−23.4% | Reduced |
| American Portfolios Advisors | 14,494 | $2.71M | 0.09% | +911+6.7% | Added |
| Ieq Capital, LLC | 14,491 | $2.71M | 0.06% | −436−2.9% | Reduced |
| Investment Advisory Services Inc | 14,486 | $2.71M | 1.51% | +1,779+14.0% | Added |
| St. James Investment Advisors, LLC | 14,334 | $2.68M | 2.15% | +650+4.8% | Added |
| Sandhill Capital Partners LLC | 14,188 | $2.65M | 0.23% | +1,236+9.5% | Added |
| Buckingham Strategic Wealth, LLC | 14,184 | $2.65M | 0.05% | −84−0.6% | Reduced |
| PEAK6 Investments LLC | 14,180 | $2.65M | 0.08% | +14,180 | New |
| Two Sigma Advisers, LP | 14,100 | $2.64M | 0.01% | +7,300+107.4% | Added |
| American Trust | 14,019 | $2.62M | 0.18% | +9,791+231.6% | Added |
| Lincoln Capital LLC | 13,946 | $2.61M | 0.61% | +3,100+28.6% | Added |
| Private Asset Management Inc | 13,924 | $2.60M | 0.35% | −335−2.3% | Reduced |
| Sawyer & Company, Inc | 13,868 | $2.59M | 1.17% | −63−0.5% | Reduced |
| BBR Partners, LLC | 13,866 | $2.59M | 0.24% | −9−0.1% | Reduced |
| HBK Sorce Advisory LLC | 13,826 | $2.59M | 0.14% | −1,995−12.6% | Reduced |
| Gilman Hill Asset Management, LLC | 13,814 | $2.58M | 0.59% | −300−2.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,781 | $2.58M | 1.58% | −168−1.2% | Reduced |
| Two Sigma Securities, LLC | 13,593 | $2.54M | 0.35% | +9,203+209.6% | Added |
| Kanawha Capital Management LLC | 13,589 | $2.54M | 0.22% | −100−0.7% | Reduced |
| High Pointe Capital Management LLC | 13,565 | $2.54M | 1.82% | −1,180−8.0% | Reduced |
| Sawgrass Asset Management LLC | 13,559 | $2.54M | 0.27% | −450−3.2% | Reduced |
| Cerity Partners LLC | 17,121 | $2.52M | 0.04% | +3,366+24.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,454 | $2.52M | 0.22% | +9+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14,566 | $2.51M | 0.10% | +2,348+19.2% | Added |
| TownSquare Capital, LLC | 13,358 | $2.50M | 0.06% | +2,779+26.3% | Added |
| Fort Sheridan Advisors LLC | 13,300 | $2.49M | 0.73% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,241 | $2.48M | 0.10% | −1,502−10.2% | Reduced |
| Cetera Advisors LLC | 13,216 | $2.47M | 0.05% | +607+4.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,215 | $2.47M | 0.74% | +6,699+102.8% | Added |
| Aristotle Capital Management, LLC | 13,196 | $2.47M | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 13,176 | $2.46M | 0.13% | −2,939−18.2% | Reduced |
| Benedict Financial Advisors Inc | 13,161 | $2.46M | 0.66% | −211−1.6% | Reduced |
| Welch Group, LLC | 13,076 | $2.44M | 0.14% | +64+0.5% | Added |
| QV Investors Inc. | 13,070 | $2.44M | 0.17% | −7,240−35.6% | Reduced |
| Ahl Investment Management, Inc. | 13,059 | $2.44M | 2.24% | +637+5.1% | Added |
| Signature Wealth Management Group | 13,036 | $2.44M | 1.10% | −510−3.8% | Reduced |
| Jag Capital Management, LLC | 17,198 | $2.43M | 0.24% | −35−0.2% | Reduced |
| U S Global Investors Inc | 12,900 | $2.41M | 0.08% | +12,900 | New |
| Ashfield Capital Partners, LLC | 12,826 | $2.40M | 0.16% | −105−0.8% | Reduced |
| South State Corp. | 12,809 | $2.40M | 0.19% | −707−5.2% | Reduced |
| KCM Investment Advisors LLC | 12,796 | $2.39M | 0.09% | −328−2.5% | Reduced |
| Integrated Wealth Concepts LLC | 12,753 | $2.38M | 0.07% | −2,465−16.2% | Reduced |
| Valeo Financial Advisors, LLC | 12,735 | $2.38M | 0.12% | +448+3.6% | Added |
| Quadrant Capital Group LLC | 12,625 | $2.36M | 0.29% | +161+1.3% | Added |
| Burney Co | 12,590 | $2.35M | 0.11% | −2,180−14.8% | Reduced |
| IFG Advisory, LLC | 12,588 | $2.35M | 0.24% | +36+0.3% | Added |
| Doheny Asset Management | 12,578 | $2.35M | 1.72% | −665−5.0% | Reduced |
| Bailard, Inc. | 12,549 | $2.35M | 0.08% | +978+8.5% | Added |
| Aviance Capital Partners, LLC | 12,540 | $2.35M | 0.43% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 13,355 | $2.34M | 0.03% | +68+0.5% | Added |
| Icon Advisers Inc | 12,500 | $2.34M | 0.40% | −1,700−12.0% | Reduced |
| Pinnacle Holdings, LLC | 12,475 | $2.33M | 0.92% | +1,199+10.6% | Added |
| Pittenger & Anderson Inc | 12,420 | $2.32M | 0.11% | +11,920+2,384.0% | Added |
| Empirical Finance, LLC | 12,413 | $2.32M | 0.26% | +2,406+24.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,399 | $2.32M | 0.78% | +50.0% | Added |
| Guardian Capital LP | 12,368 | $2.31M | 0.04% | +3,750+43.5% | Added |
| Osborne Partners Capital Management, LLC | 12,325 | $2.31M | 0.17% | +50.0% | Added |
| Silicon Hills Wealth Management, LLC | 12,294 | $2.30M | 1.47% | −1,814−12.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,246 | $2.29M | 0.23% | −359−2.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,210 | $2.28M | 2.06% | −239−1.9% | Reduced |
| EFG Asset Management (North America) Corp. | 12,169 | $2.27M | 0.34% | +2,331+23.7% | Added |
| D. E. Shaw & Co., Inc. | 12,146 | $2.27M | 0.00% | −67,039−84.7% | Reduced |
| BLB&B Advisors, LLC | 12,144 | $2.27M | 0.15% | −1,494−11.0% | Reduced |
| Corient Capital Partners, LLC | 12,140 | $2.27M | 0.15% | +1,032+9.3% | Added |
| Caldwell Trust Co | 12,102 | $2.26M | 0.27% | −125−1.0% | Reduced |
| Change Path, LLC | 12,057 | $2.25M | 0.12% | +233+2.0% | Added |
| American National Insurance Co | 12,025 | $2.25M | 0.61% | 00.0% | Unchanged |
| Fruth Investment Management | 11,915 | $2.23M | 0.62% | −50−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 11,897 | $2.23M | 0.01% | −7,897−39.9% | Reduced |