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, Q2 2022
Institutional positions in American Express Co as of Jun 30, 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
- 1,975
- −64 vs. Q1 2022
- Shares held
- 634.3M
- −3.72M (−0.6%) vs. Q1 2022
- Total value
- $88.0B
- −$31.3B (−26.2%) vs. Q1 2022
- New holders
- 117
- 708 more added
- Sold out
- 181
- 766 more reduced
28 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 6,425 | $891.0K | 0.07% | −7,401−53.5% | Reduced |
| Paradigm Financial Partners, LLC | 6,321 | $891.0K | 0.27% | −255−3.9% | Reduced |
| First National Bank of South Miami | 6,425 | $891.0K | 0.61% | +55+0.9% | Added |
| Capital Management Associates | 6,437 | $892.0K | 1.31% | +1,013+18.7% | Added |
| Trust Asset Management LLC | 6,465 | $896.0K | 0.13% | +23+0.4% | Added |
| Spinnaker Trust | 6,496 | $900.0K | 0.07% | +1,000+18.2% | Added |
| Conning Inc. | 6,502 | $901.0K | 0.03% | −40−0.6% | Reduced |
| Monte Financial Group, LLC | 6,500 | $901.0K | 0.53% | +564+9.5% | Added |
| Harbour Investments, Inc. | 6,542 | $907.0K | 0.06% | +6,542 | New |
| Legacy Wealth Asset Management, LLC | 6,563 | $910.0K | 0.37% | +33+0.5% | Added |
| Shelton Capital Management | 6,609 | $916.0K | 0.04% | −11,600−63.7% | Reduced |
| Evergreen Capital Management LLC | 6,588 | $916.0K | 0.05% | −1,492−18.5% | Reduced |
| Icon Wealth Partners, LLC | 6,695 | $928.0K | 0.11% | −72−1.1% | Reduced |
| Ledyard National Bank | 6,722 | $932.0K | 0.11% | +892+15.3% | Added |
| Laidlaw Wealth Management LLC | 6,722 | $932.0K | 0.19% | +4,283+175.6% | Added |
| McAdam, LLC | 6,744 | $935.0K | 0.10% | +440+7.0% | Added |
| Segall Bryant & Hamill, LLC | 6,768 | $937.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,784 | $940.0K | 0.42% | +125+1.9% | Added |
| Veracity Capital LLC | 6,786 | $941.0K | 0.50% | −51−0.7% | Reduced |
| Continuum Advisory, LLC | 6,793 | $942.0K | 0.17% | +1,137+20.1% | Added |
| We Are One Seven, LLC | 6,823 | $946.0K | 0.13% | −102−1.5% | Reduced |
| Amica Retiree Medical Trust | 6,832 | $947.0K | 1.07% | +747+12.3% | Added |
| SOA Wealth Advisors, LLC. | 6,846 | $949.0K | 0.28% | −276−3.9% | Reduced |
| J. W. Coons Advisors, LLC | 6,817 | $950.0K | 0.34% | −365−5.1% | Reduced |
| Bridgewater Advisors Inc. | 6,890 | $955.0K | 0.20% | +5+0.1% | Added |
| Coastline Trust Co | 6,911 | $958.0K | 0.14% | +23+0.3% | Added |
| Patten & Patten Inc | 6,939 | $962.0K | 0.08% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,955 | $964.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,967 | $965.0K | 0.20% | −131−1.8% | Reduced |
| Telemus Capital, LLC | 6,963 | $965.0K | 0.09% | −81−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 6,962 | $965.0K | 0.06% | 00.0% | Unchanged |
| Unigestion Holding SA | 6,968 | $966.0K | 0.05% | +5,912+559.8% | Added |
| Clarius Group, LLC | 6,988 | $969.0K | 0.10% | +755+12.1% | Added |
| Piscataqua Savings Bank | 7,013 | $972.0K | 0.85% | −50−0.7% | Reduced |
| Ativo Capital Management LLC | 7,011 | $972.0K | 0.65% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 7,069 | $980.0K | 0.60% | −288−3.9% | Reduced |
| Wade G W & Inc | 7,087 | $982.0K | 0.04% | +643+10.0% | Added |
| Mraz, Amerine & Associates, Inc. | 7,109 | $985.0K | 0.25% | −100−1.4% | Reduced |
| Van Strum & Towne Inc. | 7,165 | $993.0K | 0.42% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,212 | $1.00M | 0.11% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,211 | $1.00M | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,213 | $1.00M | 0.03% | +5,274+272.0% | Added |
| Quantinno Capital Management LP | 7,219 | $1.00M | 0.14% | +3,839+113.6% | Added |
| Pitcairn Co | 7,270 | $1.01M | 0.11% | −39−0.5% | Reduced |
| Auxier Asset Management | 7,288 | $1.01M | 0.18% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 7,290 | $1.01M | 0.45% | +6,711+1,159.1% | Added |
| Martingale Asset Management L P | 7,302 | $1.01M | 0.02% | +7,302 | New |
| Empowered Funds, LLC | 7,313 | $1.01M | 0.13% | −304−4.0% | Reduced |
| Investment House LLC | 7,325 | $1.01M | 0.09% | −50−0.7% | Reduced |
| BNC Wealth Management, LLC | 7,319 | $1.01M | 0.53% | +5,224+249.4% | Added |
| Versor Investments LP | 7,350 | $1.02M | 0.04% | +6,250+568.2% | Added |
| Connolly Sarah T. | 7,375 | $1.02M | 0.70% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $1.02M | 0.06% | −230−3.0% | Reduced |
| AIA Group Ltd | 7,400 | $1.03M | 0.06% | −3,621−32.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,448 | $1.03M | 0.41% | −550−6.9% | Reduced |
| Fort Point Capital Partners LLC | 7,480 | $1.04M | 0.18% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,493 | $1.04M | 0.04% | +7+0.1% | Added |
| Beacon Financial Group | 7,152 | $1.04M | 0.15% | −37−0.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 7,662 | $1.05M | 0.22% | −2,788−26.7% | Reduced |
| Stableford Capital II LLC | 6,646 | $1.05M | 0.48% | +31+0.5% | Added |
| Joel Isaacson & Co., LLC | 7,557 | $1.05M | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,580 | $1.05M | 0.03% | −939−11.0% | Reduced |
| First Command Bank | 7,591 | $1.05M | 0.15% | −674−8.2% | Reduced |
| First Command Financial Services, Inc. | 7,591 | $1.05M | 0.15% | −674−8.2% | Reduced |
| Van Cleef Asset Management,Inc | 7,598 | $1.05M | 0.18% | +55+0.7% | Added |
| Assenagon Asset Management S.A. | 7,670 | $1.06M | 0.00% | −532−6.5% | Reduced |
| Wealth Advisors, Inc. | 7,721 | $1.07M | 0.52% | +996+14.8% | Added |
| OPSEU Pension Plan Trust Fund | 7,886 | $1.07M | 0.27% | +3,180+67.6% | Added |
| Checchi Capital Advisers, LLC | 6,955 | $1.07M | 0.11% | +403+6.2% | Added |
| Trust Co of Toledo NA | 7,729 | $1.07M | 0.19% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,733 | $1.07M | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,746 | $1.07M | 0.08% | +1,137+17.2% | Added |
| United Asset Strategies, Inc. | 7,775 | $1.08M | 0.16% | +669+9.4% | Added |
| Essex Financial Services, Inc. | 7,795 | $1.08M | 0.12% | +621+8.7% | Added |
| Ameritas Investment Partners, Inc. | 7,816 | $1.08M | 0.05% | −305−3.8% | Reduced |
| FineMark National Bank & Trust | 7,874 | $1.09M | 0.05% | −562−6.7% | Reduced |
| Cigna Investments Inc | 7,883 | $1.09M | 0.22% | −3,093−28.2% | Reduced |
| RFG Advisory, LLC | 6,932 | $1.09M | 0.06% | +455+7.0% | Added |
| Stamos Capital Partners, L.P. | 7,890 | $1.09M | 0.33% | +3,390+75.3% | Added |
| New England Research & Management, Inc. | 7,900 | $1.09M | 0.64% | +7,900 | New |
| Qtron Investments LLC | 7,977 | $1.11M | 0.24% | −466−5.5% | Reduced |
| Karpas Strategies, LLC | 7,981 | $1.11M | 0.39% | +6+0.1% | Added |
| Associated Banc-Corp | 7,987 | $1.11M | 0.05% | −153−1.9% | Reduced |
| Investors Asset Management of Georgia Inc | 7,995 | $1.11M | 0.57% | +120+1.5% | Added |
| PMC FIG Opportunities LLC | 8,000 | $1.11M | 6.24% | +8,000 | New |
| Union Heritage Capital, LLC | 8,000 | $1.11M | 0.71% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 8,031 | $1.11M | 0.05% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 8,048 | $1.12M | 0.61% | +173+2.2% | Added |
| First Dallas Securities Inc. | 8,125 | $1.13M | 0.76% | +5,550+215.5% | Added |
| Advisory Research Inc | 8,128 | $1.13M | 0.11% | +8+0.1% | Added |
| Gsa Capital Partners LLP | 8,128 | $1.13M | 0.17% | +8,128 | New |
| Triad Investment Management | 8,138 | $1.13M | 1.67% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.14M | 0.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 8,221 | $1.14M | 0.59% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 8,230 | $1.14M | 0.05% | −751−8.4% | Reduced |
| Grimes & Company, Inc. | 8,242 | $1.14M | 0.06% | −57−0.7% | Reduced |
| Osborne Partners Capital Management, LLC | 8,261 | $1.15M | 0.09% | −4,064−33.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,278 | $1.15M | 0.45% | +175+2.2% | Added |
| Game Plan Financial Advisors, LLC | 8,345 | $1.15M | 0.92% | +1,490+21.7% | Added |
| Bryn Mawr Trust Co | 8,299 | $1.15M | 0.05% | −708−7.9% | Reduced |