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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 10,574 | $1.47M | 0.06% | +3,101+41.5% | Added |
| Inlet Private Wealth, LLC | 10,614 | $1.47M | 0.42% | +203+1.9% | Added |
| Savant Capital, LLC | 10,656 | $1.48M | 0.04% | +725+7.3% | Added |
| Bailard, Inc. | 10,792 | $1.50M | 0.06% | −1,757−14.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,810 | $1.50M | 0.07% | −974−8.3% | Reduced |
| Meeder Asset Management Inc | 10,819 | $1.50M | 0.09% | −300−2.7% | Reduced |
| NVWM, LLC | 10,869 | $1.51M | 0.59% | +348+3.3% | Added |
| Stock Yards Bank & Trust Co | 10,876 | $1.51M | 0.06% | +5,838+115.9% | Added |
| FOCUS Wealth Advisors, LLC | 10,919 | $1.51M | 1.04% | +186+1.7% | Added |
| Mather Group, LLC. | 10,959 | $1.52M | 0.03% | +248+2.3% | Added |
| Snowden Capital Advisors LLC | 10,978 | $1.52M | 0.07% | +4,329+65.1% | Added |
| Anchor Investment Management, LLC | 10,992 | $1.52M | 0.22% | +433+4.1% | Added |
| True North Advisors, LLC | 11,000 | $1.52M | 0.47% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.52M | 0.36% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 11,079 | $1.54M | 0.18% | −182−1.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 11,102 | $1.54M | 1.07% | −162−1.4% | Reduced |
| Argus Investors' Counsel, Inc. | 11,100 | $1.54M | 1.14% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,156 | $1.55M | 0.06% | −450−3.9% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.55M | 0.18% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,262 | $1.56M | 0.10% | −1,979−14.9% | Reduced |
| Capstone Investment Advisors, LLC | 11,259 | $1.56M | 0.04% | +9,876+714.1% | Added |
| Csenge Advisory Group | 11,352 | $1.57M | 0.13% | −533−4.5% | Reduced |
| SOL Capital Management CO | 11,403 | $1.58M | 0.32% | −60−0.5% | Reduced |
| Gamble Jones Investment Counsel | 11,467 | $1.59M | 0.12% | −100−0.9% | Reduced |
| Adviser Investments LLC | 11,474 | $1.59M | 0.11% | 00.0% | Unchanged |
| Rathbone Brothers plc | 11,476 | $1.59M | 0.02% | +1,045+10.0% | Added |
| Birinyi Associates Inc | 11,531 | $1.60M | 0.72% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $1.61M | 0.70% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.61M | 0.03% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 11,616 | $1.61M | 0.00% | −1,580−12.0% | Reduced |
| Valeo Financial Advisors, LLC | 11,642 | $1.61M | 0.10% | −1,093−8.6% | Reduced |
| American Trust | 11,649 | $1.61M | 0.13% | −2,370−16.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,662 | $1.62M | 0.14% | −75−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,729 | $1.63M | 0.08% | +1,071+10.0% | Added |
| Ballentine Partners, LLC | 11,740 | $1.63M | 0.06% | −30.0% | Reduced |
| Change Path, LLC | 11,805 | $1.64M | 0.09% | −252−2.1% | Reduced |
| Bull Street Advisors, LLC | 11,822 | $1.64M | 0.88% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,845 | $1.64M | 0.06% | +1,569+15.3% | Added |
| Caldwell Trust Co | 11,852 | $1.64M | 0.23% | −250−2.1% | Reduced |
| Pinnacle Wealth Management, LLC | 11,851 | $1.64M | 2.31% | +499+4.4% | Added |
| Insight Inv LLC | 11,881 | $1.65M | 1.66% | +75+0.6% | Added |
| Personal Capital Advisors Corp | 11,886 | $1.65M | 0.01% | +1,149+10.7% | Added |
| Madison Wealth Management | 11,914 | $1.65M | 0.40% | +191+1.6% | Added |
| BLB&B Advisors, LLC | 11,944 | $1.66M | 0.13% | −200−1.6% | Reduced |
| Park Avenue Securities LLC | 11,989 | $1.66M | 0.03% | +1,077+9.9% | Added |
| Independent Investors Inc | 12,000 | $1.66M | 0.45% | −3,000−20.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,019 | $1.67M | 1.50% | −191−1.6% | Reduced |
| Wright Investors Service Inc | 12,032 | $1.67M | 0.48% | +298+2.5% | Added |
| Arabesque Asset Management Ltd | 12,057 | $1.67M | 0.88% | −4,817−28.5% | Reduced |
| CSM Advisors, LLC | 12,059 | $1.67M | 0.15% | +510+4.4% | Added |
| Bayesian Capital Management, LP | 12,100 | $1.68M | 0.31% | +2,092+20.9% | Added |
| Cape Cod Five Cents Savings Bank | 12,135 | $1.68M | 0.19% | −111−0.9% | Reduced |
| Erste Asset Management GmbH | 12,091 | $1.69M | 0.04% | +2,621+27.7% | Added |
| IFG Advisory, LLC | 12,176 | $1.69M | 0.18% | −412−3.3% | Reduced |
| CX Institutional | 12,191 | $1.69M | 0.13% | +1,913+18.6% | Added |
| Bluestein R H & Co | 12,196 | $1.69M | 0.10% | +416+3.5% | Added |
| Montag A & Associates Inc | 12,176 | $1.69M | 0.11% | −1,000−7.6% | Reduced |
| SRN Advisors, LLC | 12,235 | $1.70M | 1.18% | −8,773−41.8% | Reduced |
| Cinctive Capital Management LP | 12,251 | $1.70M | 0.08% | +12,251 | New |
| Cutler Group LP | 12,272 | $1.70M | 0.23% | −16,997−58.1% | Reduced |
| Quadrant Capital Group LLC | 12,340 | $1.71M | 0.23% | −285−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,344 | $1.71M | 0.66% | −55−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 12,344 | $1.71M | 0.01% | +447+3.8% | Added |
| Cetera Advisors LLC | 12,410 | $1.72M | 0.04% | −806−6.1% | Reduced |
| Moors & Cabot, Inc. | 12,424 | $1.72M | 0.12% | +1,102+9.7% | Added |
| Cito Capital Group, LLC | 12,400 | $1.73M | 0.94% | +1,000+8.8% | Added |
| Smith, Salley & Associates | 12,498 | $1.73M | 0.15% | +616+5.2% | Added |
| Icon Advisers Inc | 12,500 | $1.73M | 0.40% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,541 | $1.74M | 0.39% | +10.0% | Added |
| KCM Investment Advisors LLC | 12,609 | $1.75M | 0.08% | −187−1.5% | Reduced |
| Pinnacle Holdings, LLC | 12,616 | $1.75M | 0.80% | +141+1.1% | Added |
| Frontier Wealth Management LLC | 12,690 | $1.76M | 0.13% | −665−5.0% | Reduced |
| Corient Capital Partners, LLC | 12,699 | $1.76M | 0.13% | +559+4.6% | Added |
| Jacobi Capital Management LLC | 12,709 | $1.76M | 0.23% | +1,418+12.6% | Added |
| Ashfield Capital Partners, LLC | 12,826 | $1.78M | 0.14% | 00.0% | Unchanged |
| South State Corp. | 12,943 | $1.79M | 0.17% | +134+1.0% | Added |
| Boston Family Office LLC | 12,942 | $1.79M | 0.15% | +1,079+9.1% | Added |
| Greenfield Savings Bank | 13,005 | $1.80M | 1.21% | +13,005 | New |
| QV Investors Inc. | 13,070 | $1.81M | 0.16% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,077 | $1.81M | 0.02% | −2,695−17.1% | Reduced |
| Empirical Finance, LLC | 13,081 | $1.81M | 0.23% | +668+5.4% | Added |
| Sawgrass Asset Management LLC | 13,104 | $1.82M | 0.23% | −455−3.4% | Reduced |
| Welch Group, LLC | 13,101 | $1.82M | 0.11% | +25+0.2% | Added |
| Benedict Financial Advisors Inc | 13,151 | $1.82M | 0.54% | −10−0.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,215 | $1.83M | 0.61% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 13,311 | $1.84M | 0.96% | +2,101+18.7% | Added |
| American Portfolios Advisors | 13,367 | $1.85M | 0.08% | −1,127−7.8% | Reduced |
| Ahl Investment Management, Inc. | 13,382 | $1.85M | 1.87% | +323+2.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,426 | $1.86M | 0.21% | −28−0.2% | Reduced |
| Valueworks LLC | 13,465 | $1.87M | 0.77% | −1,464−9.8% | Reduced |
| Fort Sheridan Advisors LLC | 13,482 | $1.87M | 0.61% | +182+1.4% | Added |
| Investment Advisory Services Inc | 13,488 | $1.87M | 1.08% | −998−6.9% | Reduced |
| Guardian Capital LP | 13,568 | $1.88M | 0.06% | +1,200+9.7% | Added |
| Signature Wealth Management Group | 13,610 | $1.89M | 0.92% | +574+4.4% | Added |
| Geneos Wealth Management Inc. | 13,507 | $1.90M | 0.09% | +5,884+77.2% | Added |
| Sawyer & Company, Inc | 13,683 | $1.90M | 0.96% | −185−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 13,685 | $1.90M | 0.06% | +4,337+46.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,827 | $1.92M | 1.38% | +46+0.3% | Added |
| BBR Partners, LLC | 13,866 | $1.92M | 0.22% | 00.0% | Unchanged |
| Lincoln Capital LLC | 13,879 | $1.92M | 0.54% | −67−0.5% | Reduced |