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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 11,885 | $2.22M | 0.18% | +3,989+50.5% | Added |
| Smith, Salley & Associates | 11,882 | $2.22M | 0.17% | −7−0.1% | Reduced |
| Boston Family Office LLC | 11,863 | $2.22M | 0.16% | +1,250+11.8% | Added |
| Bull Street Advisors, LLC | 11,822 | $2.21M | 1.07% | +192+1.7% | Added |
| Insight Inv LLC | 11,806 | $2.21M | 2.00% | +320+2.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,784 | $2.20M | 0.08% | +446+3.9% | Added |
| Bluestein R H & Co | 11,780 | $2.20M | 0.09% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 11,750 | $2.20M | 0.98% | −27,150−69.8% | Reduced |
| Ballentine Partners, LLC | 11,743 | $2.20M | 0.07% | +1,771+17.8% | Added |
| Lowe Brockenbrough & Co Inc | 11,737 | $2.19M | 0.16% | 00.0% | Unchanged |
| Wright Investors Service Inc | 11,734 | $2.19M | 0.55% | +662+6.0% | Added |
| Madison Wealth Management | 11,723 | $2.19M | 0.46% | −15−0.1% | Reduced |
| Spire Wealth Management | 11,673 | $2.18M | 0.06% | +2,583+28.4% | Added |
| BKD Wealth Advisors, LLC | 11,606 | $2.17M | 0.09% | −615−5.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.17M | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $2.17M | 0.77% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 11,567 | $2.16M | 0.13% | 00.0% | Unchanged |
| CSM Advisors, LLC | 11,549 | $2.16M | 0.15% | −915−7.3% | Reduced |
| Birinyi Associates Inc | 11,531 | $2.16M | 0.74% | +1,750+17.9% | Added |
| Adviser Investments LLC | 11,474 | $2.15M | 0.14% | +421+3.8% | Added |
| SOL Capital Management CO | 11,463 | $2.14M | 0.39% | −700−5.8% | Reduced |
| Little House Capital LLC | 11,456 | $2.14M | 1.10% | +10+0.1% | Added |
| Cito Capital Group, LLC | 11,400 | $2.13M | 0.97% | −3,000−20.8% | Reduced |
| Braun Stacey Associates Inc | 11,400 | $2.13M | 0.09% | +2,800+32.6% | Added |
| Pinnacle Wealth Management, LLC | 11,352 | $2.12M | 2.48% | −1,272−10.1% | Reduced |
| Moors & Cabot, Inc. | 11,322 | $2.12M | 0.13% | +1,607+16.5% | Added |
| Paloma Partners Management Co | 11,300 | $2.11M | 0.16% | +4,775+73.2% | Added |
| Jacobi Capital Management LLC | 11,291 | $2.11M | 0.25% | −40−0.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 11,264 | $2.11M | 1.27% | −2,669−19.2% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 11,261 | $2.11M | 0.22% | −822−6.8% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $2.10M | 0.19% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 11,210 | $2.10M | 1.07% | +11,210 | New |
| Meeder Asset Management Inc | 11,119 | $2.08M | 0.10% | +11,119 | New |
| Argus Investors' Counsel, Inc. | 11,100 | $2.08M | 1.33% | −1,640−12.9% | Reduced |
| Jefferies Group LLC | 11,098 | $2.08M | 0.05% | +6,270+129.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,064 | $2.07M | 0.08% | −2,174−16.4% | Reduced |
| AIA Group Ltd | 11,021 | $2.06M | 0.09% | +7,773+239.3% | Added |
| People's United Financial, Inc. | 11,014 | $2.06M | 0.06% | −4,773−30.2% | Reduced |
| Gifford Fong Associates | 11,000 | $2.06M | 0.38% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $2.06M | 0.55% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,976 | $2.05M | 0.25% | −3,333−23.3% | Reduced |
| Deane Retirement Strategies, Inc. | 10,956 | $2.05M | 1.13% | −82−0.7% | Reduced |
| Constitution Capital LLC | 10,950 | $2.05M | 1.12% | +4,950+82.5% | Added |
| Wellington Shields & Co., LLC | 10,940 | $2.05M | 0.67% | +3,000+37.8% | Added |
| Park Avenue Securities LLC | 10,912 | $2.04M | 0.04% | +5,012+84.9% | Added |
| Wintrust Investments LLC | 10,835 | $2.03M | 0.20% | −124−1.1% | Reduced |
| Schechter Investment Advisors, LLC | 10,800 | $2.02M | 0.19% | +413+4.0% | Added |
| Assetmark, Inc | 10,773 | $2.02M | 0.01% | +6,401+146.4% | Added |
| Personal Capital Advisors Corp | 10,737 | $2.01M | 0.01% | −443−4.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,733 | $2.01M | 1.20% | −132−1.2% | Reduced |
| Mather Group, LLC. | 10,711 | $2.00M | 0.04% | +5,490+105.2% | Added |
| Veriti Management LLC | 10,684 | $2.00M | 0.24% | +512+5.0% | Added |
| Morse Asset Management, Inc | 10,672 | $2.00M | 0.50% | +4,532+73.8% | Added |
| Nicholas Hoffman & Company, LLC. | 10,658 | $1.99M | 0.08% | +159+1.5% | Added |
| Polaris Wealth Advisory Group, LLC | 10,908 | $1.99M | 0.13% | +10,908 | New |
| Anchor Investment Management, LLC | 10,559 | $1.97M | 0.25% | −359−3.3% | Reduced |
| MainStreet Investment Advisors LLC | 10,531 | $1.97M | 0.18% | −337−3.1% | Reduced |
| NVWM, LLC | 10,521 | $1.97M | 0.62% | −809−7.1% | Reduced |
| Citizens Business Bank | 10,500 | $1.96M | 0.24% | 00.0% | Unchanged |
| Rathbone Brothers plc | 10,431 | $1.95M | 0.02% | −127−1.2% | Reduced |
| William Allan, LLC | 10,427 | $1.95M | 1.47% | −19−0.2% | Reduced |
| Vestcor Inc | 10,415 | $1.95M | 0.07% | +2,081+25.0% | Added |
| Inlet Private Wealth, LLC | 10,411 | $1.95M | 0.49% | +20.0% | Added |
| Herbst Group, LLC | 10,400 | $1.95M | 1.29% | +200+2.0% | Added |
| Occudo Quantitative Strategies LP | 10,396 | $1.94M | 0.16% | +5,887+130.6% | Added |
| Penobscot Investment Management Company, Inc. | 10,289 | $1.92M | 0.28% | −482−4.5% | Reduced |
| Coldstream Capital Management Inc | 10,276 | $1.92M | 0.07% | −478−4.4% | Reduced |
| CX Institutional | 10,278 | $1.92M | 0.15% | +7,791+313.3% | Added |
| Hyman Charles D | 10,247 | $1.92M | 0.12% | +243+2.4% | Added |
| Trustco Bank Corp N Y | 10,237 | $1.91M | 1.90% | 00.0% | Unchanged |
| Americana Partners, LLC | 10,223 | $1.91M | 0.59% | −9,904−49.2% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,450 | $1.91M | 0.33% | +395+3.9% | Added |
| Institute for Wealth Management, LLC. | 10,119 | $1.89M | 0.31% | −43−0.4% | Reduced |
| Howard Capital Management Inc. | 10,106 | $1.89M | 0.43% | −609−5.7% | Reduced |
| IndexIQ Advisors LLC | 10,102 | $1.89M | 0.07% | −366−3.5% | Reduced |
| Metis Global Partners, LLC | 10,090 | $1.89M | 0.23% | +4,624+84.6% | Added |
| CAPROCK Group, Inc. | 10,072 | $1.88M | 0.18% | +1,381+15.9% | Added |
| IHT Wealth Management, LLC | 10,062 | $1.88M | 0.14% | +6,791+207.6% | Added |
| St. Johns Investment Management Company, LLC | 10,031 | $1.88M | 1.00% | +63+0.6% | Added |
| Rothschild Investment Corp | 10,019 | $1.87M | 0.15% | +16+0.2% | Added |
| Bayesian Capital Management, LP | 10,008 | $1.87M | 0.28% | +10,008 | New |
| Gateway Investment Advisers LLC | 9,994 | $1.87M | 0.02% | +529+5.6% | Added |
| Chicago Capital, LLC | 9,949 | $1.86M | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,798 | $1.86M | 0.07% | +581+6.3% | Added |
| Savant Capital, LLC | 9,931 | $1.86M | 0.06% | +446+4.7% | Added |
| McMillion Capital Management Inc | 9,926 | $1.86M | 1.15% | 00.0% | Unchanged |
| Knuff & Co LLC | 9,855 | $1.84M | 0.67% | 00.0% | Unchanged |
| IBM Retirement Fund | 9,834 | $1.84M | 0.26% | −911−8.5% | Reduced |
| Signaturefd, LLC | 9,817 | $1.84M | 0.06% | +1,129+13.0% | Added |
| Linker Capital Management Inc. | 9,650 | $1.80M | 1.80% | 00.0% | Unchanged |
| ACG Wealth | 9,633 | $1.80M | 0.34% | −884−8.4% | Reduced |
| Ingalls & Snyder LLC | 9,632 | $1.80M | 0.08% | 00.0% | Unchanged |
| Advisor Resource Council | 9,623 | $1.80M | 0.55% | −1,720−15.2% | Reduced |
| Ziegler Capital Management, LLC | 9,622 | $1.80M | 0.08% | −64,932−87.1% | Reduced |
| Erste Asset Management GmbH | 9,470 | $1.80M | 0.03% | +536+6.0% | Added |
| Woodstock Corp | 9,515 | $1.78M | 0.21% | −975−9.3% | Reduced |
| Dakota Wealth Management | 9,475 | $1.77M | 0.14% | +1,472+18.4% | Added |
| Massmutual Trust Co FSB | 9,424 | $1.76M | 0.07% | −567−5.7% | Reduced |
| Stokes Family Office, LLC | 9,387 | $1.75M | 0.23% | +97+1.0% | Added |
| Moneta Group Investment Advisors LLC | 9,348 | $1.75M | 0.07% | +4,868+108.7% | Added |