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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 19,608 | $2.72M | 0.10% | +205+1.1% | Added |
| Advisory Services Network, LLC | 19,654 | $2.73M | 0.09% | +1,013+5.4% | Added |
| Everence Capital Management Inc | 19,754 | $2.74M | 0.24% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 19,773 | $2.74M | 0.83% | −224−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 19,829 | $2.75M | 1.58% | +10.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.79M | 2.98% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 20,122 | $2.79M | 1.12% | +14,780+276.7% | Added |
| Vident Investment Advisory, LLC | 20,200 | $2.80M | 0.08% | −1,096−5.1% | Reduced |
| Fundamentun, LLC | 20,284 | $2.81M | 0.53% | +428+2.2% | Added |
| TD Private Client Wealth LLC | 20,291 | $2.81M | 0.14% | +102+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 20,371 | $2.82M | 0.01% | +19,741+3,133.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,451 | $2.83M | 0.84% | −173−0.8% | Reduced |
| Allstate Corp | 20,498 | $2.84M | 0.09% | −17,055−45.4% | Reduced |
| Americana Partners, LLC | 20,508 | $2.84M | 0.51% | +10,285+100.6% | Added |
| Azimuth Capital Investment Management LLC | 20,500 | $2.84M | 0.14% | +20,500 | New |
| Credit Agricole S A | 20,662 | $2.86M | 0.11% | +20,630+64,468.8% | Added |
| Chapman Investment Management, LLC | 20,678 | $2.87M | 1.98% | −406−1.9% | Reduced |
| DCM Advisors, LLC | 20,727 | $2.87M | 1.24% | +1,183+6.1% | Added |
| Hussman Strategic Advisors, Inc. | 20,750 | $2.88M | 0.50% | +20,750 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 20,840 | $2.89M | 0.27% | +2,685+14.8% | Added |
| Chartwell Investment Partners, LLC | 20,982 | $2.91M | 0.12% | +3,828+22.3% | Added |
| EHP Funds Inc. | 21,200 | $2.94M | 0.54% | −2,070−8.9% | Reduced |
| Cerity Partners LLC | 21,185 | $2.94M | 0.03% | +4,064+23.7% | Added |
| Kathleen S. Wright Associates Inc. | 21,227 | $2.94M | 2.48% | +30.0% | Added |
| Boston Private Wealth LLC | 21,281 | $2.95M | 0.05% | −588−2.7% | Reduced |
| Grandfield & Dodd, LLC | 21,382 | $2.96M | 0.23% | −1,000−4.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 21,601 | $2.99M | 0.14% | −301−1.4% | Reduced |
| Belpointe Asset Management LLC | 21,627 | $3.00M | 0.20% | +12,779+144.4% | Added |
| Strategic Wealth Partners, Ltd. | 21,700 | $3.01M | 0.65% | −949−4.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21,721 | $3.01M | 0.16% | +108+0.5% | Added |
| Venture Visionary Partners LLC | 21,811 | $3.02M | 0.23% | +92+0.4% | Added |
| National Asset Management, Inc. | 21,937 | $3.04M | 0.13% | −1,074−4.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 22,010 | $3.05M | 1.38% | −504−2.2% | Reduced |
| FORA Capital, LLC | 22,076 | $3.06M | 0.61% | +22,076 | New |
| Family Management Corp | 22,208 | $3.08M | 0.88% | −403−1.8% | Reduced |
| Cullen Capital Management LLC | 22,217 | $3.08M | 0.03% | −714−3.1% | Reduced |
| Horizon Investments, LLC | 22,271 | $3.09M | 0.10% | +22,271 | New |
| United Services Automobile Association | 22,520 | $3.12M | 0.08% | +22,520 | New |
| Chemistry Wealth Management LLC | 22,558 | $3.13M | 1.20% | −511−2.2% | Reduced |
| Next Level Private LLC | 22,558 | $3.13M | 1.20% | +20,407+948.7% | Added |
| Front Barnett Associates LLC | 22,682 | $3.14M | 0.38% | −490−2.1% | Reduced |
| Sumitomo Life Insurance Co | 22,736 | $3.15M | 0.09% | +420+1.9% | Added |
| Wetherby Asset Management Inc | 22,768 | $3.16M | 0.22% | +1,522+7.2% | Added |
| Mitchell Capital Management Co | 22,890 | $3.17M | 0.89% | +820+3.7% | Added |
| Wisconsin Capital Management LLC | 22,899 | $3.17M | 2.13% | +5,459+31.3% | Added |
| Grassi Investment Management | 22,960 | $3.18M | 0.42% | 00.0% | Unchanged |
| Castleark Management LLC | 22,975 | $3.19M | 0.17% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 23,075 | $3.20M | 0.41% | −1,536−6.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 23,189 | $3.21M | 0.05% | +4,515+24.2% | Added |
| Cary Street Partner Investment Advisory LLC | 23,204 | $3.22M | 0.27% | +16,452+243.7% | Added |
| Eqis Capital Management, Inc. | 23,307 | $3.23M | 0.34% | −1,418−5.7% | Reduced |
| Altshuler Shaham Ltd | 23,337 | $3.23M | 0.05% | −46−0.2% | Reduced |
| Hutner Capital Management Inc | 23,390 | $3.24M | 2.13% | 00.0% | Unchanged |
| Advisor Partners LLC | 23,425 | $3.25M | 0.23% | −1,139−4.6% | Reduced |
| Regentatlantic Capital LLC | 23,421 | $3.25M | 0.11% | +60+0.3% | Added |
| Hancock Whitney Corp | 23,427 | $3.25M | 0.13% | −1,322−5.3% | Reduced |
| Ceera Investments, LLC | 23,491 | $3.26M | 1.86% | −15−0.1% | Reduced |
| Park National Corp | 23,497 | $3.26M | 0.16% | −100.0% | Reduced |
| Steel Canyon Capital, LLC | 23,570 | $3.27M | 5.11% | +5,000+26.9% | Added |
| Kingfisher Capital LLC | 23,637 | $3.28M | 0.94% | +948+4.2% | Added |
| Varma Mutual Pension Insurance Co | 23,691 | $3.28M | 0.05% | +3,956+20.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.29M | 0.72% | 00.0% | Unchanged |
| Overbrook Management Corp | 23,828 | $3.30M | 0.95% | −11,344−32.3% | Reduced |
| Concentric Wealth Management, LLC | 24,065 | $3.34M | 1.13% | −180−0.7% | Reduced |
| Cresset Asset Management, LLC | 24,216 | $3.36M | 0.04% | +1,237+5.4% | Added |
| Wellington Shields Capital Management, LLC | 24,390 | $3.38M | 0.42% | +6,350+35.2% | Added |
| National Bank of Canada | 24,468 | $3.41M | 0.02% | −3,939−13.9% | Reduced |
| Beacon Pointe Advisors, LLC | 24,683 | $3.43M | 0.07% | −9,177−27.1% | Reduced |
| Bleichroeder LP | 25,000 | $3.47M | 0.72% | 00.0% | Unchanged |
| Univest Financial Corp | 25,007 | $3.47M | 1.13% | +108+0.4% | Added |
| Chicago Trust Co NA | 25,082 | $3.48M | 0.88% | +477+1.9% | Added |
| Oppenheimer Asset Management Inc. | 25,125 | $3.48M | 0.06% | −5,024−16.7% | Reduced |
| Stokes Capital Advisors, LLC | 25,189 | $3.49M | 1.22% | −9,380−27.1% | Reduced |
| Foster Group, Inc. | 25,284 | $3.50M | 0.25% | +94+0.4% | Added |
| Leonteq Securities AG | 25,345 | $3.51M | 0.17% | +25,345 | New |
| Independent Advisor Alliance | 25,425 | $3.52M | 0.20% | −3,249−11.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 25,621 | $3.55M | 0.35% | −15,626−37.9% | Reduced |
| Wedbush Securities Inc | 25,629 | $3.55M | 0.19% | +749+3.0% | Added |
| Bessemer Group Inc | 25,649 | $3.56M | 0.01% | −5,031−16.4% | Reduced |
| Financial Partners Capital Management LLC | 25,681 | $3.56M | 0.77% | −366−1.4% | Reduced |
| Impax Asset Management Group plc | 25,702 | $3.56M | 0.02% | −348−1.3% | Reduced |
| RBF Capital, LLC | 23,000 | $3.58M | 0.25% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 25,710 | $3.59M | 0.11% | −14,122−35.5% | Reduced |
| GFS Advisors, LLC | 25,995 | $3.60M | 0.81% | −3,210−11.0% | Reduced |
| Fiduciary Group LLC | 22,246 | $3.63M | 0.45% | −22−0.1% | Reduced |
| Mirova | 26,207 | $3.63M | 0.52% | −3,825−12.7% | Reduced |
| Avitas Wealth Management LLC | 26,228 | $3.64M | 0.80% | +3,856+17.2% | Added |
| Connable Office Inc | 26,254 | $3.64M | 0.56% | −368−1.4% | Reduced |
| Teamwork Financial Advisors, LLC | 26,420 | $3.66M | 0.80% | +5,325+25.2% | Added |
| Occudo Quantitative Strategies LP | 26,442 | $3.67M | 0.30% | +16,046+154.3% | Added |
| Pine Ridge Advisers LLC | 26,500 | $3.67M | 1.20% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 26,555 | $3.69M | 2.40% | −2,675−9.2% | Reduced |
| Ethic Inc. | 26,656 | $3.69M | 0.26% | +4,730+21.6% | Added |
| HighPoint Advisor Group LLC | 26,749 | $3.69M | 0.40% | +26,749 | New |
| New England Asset Management Inc | 26,707 | $3.70M | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 26,770 | $3.71M | 0.60% | +189+0.7% | Added |
| Natixis | 26,790 | $3.71M | 0.01% | −232,553−89.7% | Reduced |
| Bouvel Investment Partners, LLC | 26,832 | $3.72M | 2.80% | +50.0% | Added |
| Coastal Investment Advisors, Inc. | 26,564 | $3.73M | 0.91% | +47+0.2% | Added |
| Roundview Capital LLC | 26,919 | $3.73M | 0.45% | −110−0.4% | Reduced |