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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 8,313 | $1.15M | 0.25% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,313 | $1.15M | 0.10% | +8,313 | New |
| Boltwood Capital Management | 8,315 | $1.15M | 0.50% | −177−2.1% | Reduced |
| Woodmont Investment Counsel LLC | 8,346 | $1.16M | 0.14% | +200+2.5% | Added |
| Smithfield Trust Co | 8,332 | $1.16M | 0.08% | −44−0.5% | Reduced |
| Evoke Wealth, LLC | 8,351 | $1.16M | 0.04% | +67+0.8% | Added |
| Moloney Securities Asset Management, LLC | 8,422 | $1.17M | 0.27% | +82+1.0% | Added |
| Ern LLC | 8,422 | $1.17M | 1.30% | +8,422 | New |
| Strategic Investment Advisors | 8,473 | $1.17M | 0.23% | +809+10.6% | Added |
| Dakota Wealth Management | 8,483 | $1.18M | 0.11% | −992−10.5% | Reduced |
| Plimoth Trust Co LLC | 8,479 | $1.18M | 0.37% | +2,689+46.4% | Added |
| Mission Wealth Management, LP | 8,474 | $1.18M | 0.06% | +3,848+83.2% | Added |
| Community Bank, N.A. | 8,483 | $1.18M | 0.17% | +20+0.2% | Added |
| KWB Wealth | 8,490 | $1.18M | 0.23% | +417+5.2% | Added |
| Insight Advisors, LLC | 7,515 | $1.18M | 0.40% | −181−2.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,521 | $1.18M | 0.01% | −318−3.6% | Reduced |
| Coastal Bridge Advisors, LLC | 8,521 | $1.18M | 0.36% | +10+0.1% | Added |
| Stokes Family Office, LLC | 8,535 | $1.18M | 0.16% | −852−9.1% | Reduced |
| Barden Capital Management, Inc. | 8,545 | $1.19M | 1.29% | +446+5.5% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.19M | 0.14% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 8,083 | $1.20M | 0.22% | −32−0.4% | Reduced |
| Fulton Bank, N.A. | 8,645 | $1.20M | 0.07% | −43−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,668 | $1.20M | 0.11% | +1,343+18.3% | Added |
| Ascent Group, LLC | 7,808 | $1.20M | 0.14% | +415+5.6% | Added |
| NTV Asset Management LLC | 8,685 | $1.20M | 0.24% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 8,723 | $1.21M | 0.16% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,727 | $1.21M | 0.10% | +392+4.7% | Added |
| Massmutual Trust Co FSB | 8,738 | $1.21M | 0.05% | −686−7.3% | Reduced |
| Center for Financial Planning, Inc. | 8,742 | $1.21M | 0.31% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 8,759 | $1.21M | 0.11% | −274−3.0% | Reduced |
| Lavaca Capital LLC | 8,605 | $1.22M | 0.62% | −437−4.8% | Reduced |
| Scotia Capital Inc. | 8,819 | $1.22M | 0.01% | −7,795−46.9% | Reduced |
| Beck Bode, LLC | 8,839 | $1.23M | 0.26% | +1,452+19.7% | Added |
| Beaumont Financial Partners, LLC | 8,844 | $1.23M | 0.11% | −201−2.2% | Reduced |
| Greenwood Gearhart Inc | 8,900 | $1.23M | 0.20% | −161−1.8% | Reduced |
| Taylor Frigon Capital Management LLC | 8,967 | $1.24M | 0.65% | −43−0.5% | Reduced |
| Insight Wealth Strategies, LLC | 8,993 | $1.25M | 0.23% | +16+0.2% | Added |
| AXS Investments LLC | 8,994 | $1.25M | 0.44% | +8,994 | New |
| Woodstock Corp | 9,018 | $1.25M | 0.17% | −497−5.2% | Reduced |
| Warther Private Wealth, LLC | 8,900 | $1.25M | 0.91% | +7,511+540.7% | Added |
| TAGStone Capital, Inc. | 8,990 | $1.25M | 1.19% | +29+0.3% | Added |
| CoreCap Advisors, LLC | 9,034 | $1.25M | 0.10% | +1,139+14.4% | Added |
| Signaturefd, LLC | 9,112 | $1.26M | 0.04% | −705−7.2% | Reduced |
| Hartline Investment Corp | 10,466 | $1.27M | 0.21% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,149 | $1.27M | 0.95% | +10.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.27M | 1.40% | 00.0% | Unchanged |
| Laffer Tengler Investments | 9,185 | $1.27M | 0.45% | +205+2.3% | Added |
| Lazard Freres Gestion S.A.S. | 9,157 | $1.27M | 0.05% | +422+4.8% | Added |
| Berkshire Asset Management LLC | 9,216 | $1.28M | 0.08% | −15−0.2% | Reduced |
| Argent Advisors, Inc. | 9,227 | $1.28M | 0.72% | +260+2.9% | Added |
| SkyView Investment Advisors, LLC | 9,255 | $1.28M | 0.34% | +989+12.0% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.28M | 0.20% | 00.0% | Unchanged |
| Berkshire Bank | 9,262 | $1.28M | 0.37% | +709+8.3% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.29M | 0.87% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 9,380 | $1.30M | 0.59% | +9,380 | New |
| Redwood Investment Management, LLC | 9,395 | $1.30M | 0.22% | +1,764+23.1% | Added |
| Arden Trust Co | 9,448 | $1.31M | 0.30% | +9,448 | New |
| Constitution Capital LLC | 9,500 | $1.32M | 0.84% | −1,450−13.2% | Reduced |
| Everett Harris & Co | 9,517 | $1.32M | 0.02% | +964+11.3% | Added |
| Arete Wealth Advisors, LLC | 9,517 | $1.32M | 0.14% | +9,517 | New |
| Simmons Bank | 9,533 | $1.32M | 0.12% | +278+3.0% | Added |
| Morse Asset Management, Inc | 9,542 | $1.32M | 0.42% | −1,130−10.6% | Reduced |
| ACG Wealth | 9,545 | $1.32M | 0.27% | −88−0.9% | Reduced |
| MainStreet Investment Advisors LLC | 9,569 | $1.33M | 0.15% | −962−9.1% | Reduced |
| Trustco Bank Corp N Y | 9,586 | $1.33M | 1.43% | −651−6.4% | Reduced |
| Gotham Asset Management, LLC | 9,630 | $1.33M | 0.04% | −6,460−40.1% | Reduced |
| TCTC Holdings, LLC | 9,635 | $1.34M | 0.06% | +1,858+23.9% | Added |
| Linker Capital Management Inc. | 9,650 | $1.34M | 1.66% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 9,662 | $1.34M | 0.07% | +30+0.3% | Added |
| Knuff & Co LLC | 9,855 | $1.37M | 0.61% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,914 | $1.37M | 0.08% | −35−0.4% | Reduced |
| McMillion Capital Management Inc | 9,926 | $1.38M | 1.14% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,994 | $1.39M | 0.05% | +5,600+127.4% | Added |
| Ieq Capital, LLC | 10,058 | $1.39M | 0.04% | −4,433−30.6% | Reduced |
| Gateway Investment Advisers LLC | 10,055 | $1.39M | 0.02% | +61+0.6% | Added |
| Cunning Capital Partners, LP | 10,070 | $1.40M | 1.08% | +10,070 | New |
| Veriti Management LLC | 10,098 | $1.40M | 0.20% | −586−5.5% | Reduced |
| WCG Wealth Advisors LLC | 10,107 | $1.40M | 0.19% | +10,107 | New |
| LGT Fund Management Co Ltd. | 10,132 | $1.40M | 0.21% | +952+10.4% | Added |
| Invst, LLC | 8,642 | $1.40M | 0.22% | +51+0.6% | Added |
| Schechter Investment Advisors, LLC | 10,172 | $1.41M | 0.14% | −628−5.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,191 | $1.41M | 0.28% | +72+0.7% | Added |
| Wintrust Investments LLC | 10,239 | $1.42M | 0.17% | −596−5.5% | Reduced |
| Hyman Charles D | 10,247 | $1.42M | 0.10% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 10,250 | $1.42M | 0.06% | +628+6.5% | Added |
| Rothschild Investment Corp | 10,265 | $1.42M | 0.13% | +246+2.5% | Added |
| St. Johns Investment Management Company, LLC | 10,278 | $1.43M | 0.91% | +247+2.5% | Added |
| Penobscot Investment Management Company, Inc. | 10,289 | $1.43M | 0.25% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,286 | $1.43M | 0.13% | +224+2.2% | Added |
| Metis Global Partners, LLC | 10,319 | $1.43M | 0.23% | +229+2.3% | Added |
| Caliber Wealth Management, LLC | 10,372 | $1.44M | 1.12% | +10,372 | New |
| Brookstone Capital Management | 10,174 | $1.44M | 0.03% | +401+4.1% | Added |
| CAPROCK Group, Inc. | 10,423 | $1.45M | 0.14% | +351+3.5% | Added |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.45M | 1.06% | −1,814−14.8% | Reduced |
| Parallel Advisors, LLC | 10,480 | $1.45M | 0.07% | +682+7.0% | Added |
| U S Global Investors Inc | 10,500 | $1.46M | 0.07% | −2,400−18.6% | Reduced |
| Citizens Business Bank | 10,500 | $1.46M | 0.21% | 00.0% | Unchanged |
| Herbst Group, LLC | 10,400 | $1.46M | 1.15% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10,553 | $1.46M | 0.13% | −5,995−36.2% | Reduced |
| EFG Asset Management (North America) Corp. | 10,555 | $1.46M | 0.31% | −1,614−13.3% | Reduced |