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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 26,958 | $3.74M | 0.21% | +2,932+12.2% | Added |
| D.A. Davidson & Co. | 27,065 | $3.75M | 0.05% | +1,228+4.8% | Added |
| Freestone Capital Holdings, LLC | 27,074 | $3.75M | 0.14% | −2,265−7.7% | Reduced |
| Strategic Wealth Designers | 27,101 | $3.76M | 0.94% | −1,997−6.9% | Reduced |
| Trust Co of Vermont | 27,192 | $3.77M | 0.29% | −668−2.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,288 | $3.78M | 0.50% | −130−0.5% | Reduced |
| Boyd Watterson Asset Management LLC | 27,456 | $3.81M | 1.62% | +1,182+4.5% | Added |
| Toroso Investments, LLC | 27,673 | $3.84M | 0.14% | −3,428−11.0% | Reduced |
| Birmingham Capital Management Co Inc | 27,690 | $3.84M | 1.53% | 00.0% | Unchanged |
| Stonnington Group, LLC | 27,229 | $3.84M | 1.02% | +4,163+18.0% | Added |
| Chatham Capital Group, Inc. | 27,814 | $3.86M | 0.87% | −931−3.2% | Reduced |
| Banque Cantonale Vaudoise | 27,911 | $3.87M | 0.20% | −3,400−10.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 27,980 | $3.88M | 0.09% | +318+1.1% | Added |
| Richard Bernstein Advisors LLC | 28,539 | $3.96M | 0.09% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 28,540 | $3.96M | 0.42% | +14,352+101.2% | Added |
| Hendershot Investments Inc. | 28,630 | $3.97M | 0.70% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 28,697 | $3.98M | 0.81% | +342+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 28,817 | $4.00M | 0.07% | −506−1.7% | Reduced |
| Hodges Capital Management Inc. | 28,844 | $4.00M | 0.40% | +10,541+57.6% | Added |
| GWM Advisors LLC | 28,898 | $4.01M | 0.07% | +4,584+18.9% | Added |
| Goelzer Investment Management, Inc. | 29,078 | $4.03M | 0.39% | +100+0.3% | Added |
| Ossiam | 29,085 | $4.03M | 0.12% | −8,381−22.4% | Reduced |
| E. Ohman J:or Asset Management AB | 29,100 | $4.03M | 0.17% | −400−1.4% | Reduced |
| GDS Wealth Management | 29,112 | $4.04M | 0.90% | +2,363+8.8% | Added |
| Unison Asset Management LLC | 29,151 | $4.04M | 3.95% | +1,957+7.2% | Added |
| Bridgewater Associates, LP | 29,368 | $4.07M | 0.02% | +24,728+532.9% | Added |
| Prudential PLC | 29,391 | $4.07M | 0.07% | −140.0% | Reduced |
| Asset Dedication, LLC | 29,431 | $4.08M | 0.61% | −1,625−5.2% | Reduced |
| Stonegate Investment Group, LLC | 29,871 | $4.14M | 0.18% | −376−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 29,883 | $4.14M | 0.10% | −2,339−7.3% | Reduced |
| First National Trust Co | 29,922 | $4.15M | 0.23% | −592−1.9% | Reduced |
| Ulysses Management LLC | 30,000 | $4.16M | 1.09% | +30,000 | New |
| Synovus Financial Corp | 30,009 | $4.16M | 0.05% | +660+2.2% | Added |
| Gradient Investments LLC | 30,271 | $4.20M | 0.12% | −1,606−5.0% | Reduced |
| Commerzbank Aktiengesellschaft | 30,410 | $4.21M | 0.29% | −1,475−4.6% | Reduced |
| Natixis Investment Managers International | 30,500 | $4.23M | 0.09% | −5,010−14.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 30,771 | $4.26M | 1.30% | +392+1.3% | Added |
| Pacific Global Investment Management CO | 30,808 | $4.27M | 1.01% | −525−1.7% | Reduced |
| Central Trust Co | 31,288 | $4.34M | 0.14% | −3,076−9.0% | Reduced |
| AMG National Trust Bank | 28,984 | $4.35M | 0.16% | −646−2.2% | Reduced |
| Pathstone Family Office, LLC | 31,286 | $4.35M | 0.10% | +970+3.2% | Added |
| First Interstate Bank | 31,395 | $4.35M | 0.33% | +4,888+18.4% | Added |
| Choate Investment Advisors | 31,484 | $4.36M | 0.26% | −1,315−4.0% | Reduced |
| Rodgers Brothers Inc. | 31,700 | $4.39M | 0.87% | −150−0.5% | Reduced |
| Pavion Blue Capital, LLC | 32,185 | $4.46M | 3.01% | −25−0.1% | Reduced |
| First Hawaiian Bank | 32,996 | $4.57M | 0.17% | −3,621−9.9% | Reduced |
| Covington Capital Management | 32,995 | $4.57M | 0.19% | +10,952+49.7% | Added |
| Guardian Capital Advisors LP | 33,954 | $4.63M | 0.53% | +690+2.1% | Added |
| Heritage Trust Co | 33,713 | $4.67M | 0.77% | −787−2.3% | Reduced |
| Eastern Bank | 33,775 | $4.68M | 0.25% | +781+2.4% | Added |
| SP Asset Management | 33,796 | $4.68M | 0.60% | +96+0.3% | Added |
| Prio Wealth Limited Partnership | 33,805 | $4.69M | 0.19% | −1,991−5.6% | Reduced |
| Private Management Group Inc | 34,018 | $4.72M | 0.21% | −84−0.2% | Reduced |
| New Mexico Educational Retirement Board | 34,063 | $4.72M | 0.23% | −1,700−4.8% | Reduced |
| Searle & Co. | 34,090 | $4.73M | 1.86% | 00.0% | Unchanged |
| Atria Investments LLC | 34,187 | $4.74M | 0.10% | −846−2.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 34,389 | $4.77M | 2.24% | +510+1.5% | Added |
| Maven Securities LTD | 34,397 | $4.77M | 0.84% | +34,397 | New |
| Meyer Handelman Co | 34,500 | $4.78M | 0.21% | 00.0% | Unchanged |
| Veritable, L.P. | 34,714 | $4.81M | 0.09% | +668+2.0% | Added |
| Northwest & Ethical Investments L.P. | 34,761 | $4.82M | 0.18% | +170+0.5% | Added |
| Exchange Traded Concepts, LLC | 34,906 | $4.84M | 0.14% | +4,049+13.1% | Added |
| Bright Rock Capital Management, LLC | 35,000 | $4.85M | 1.31% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 35,043 | $4.86M | 0.06% | −1,287−3.5% | Reduced |
| NFJ Investment Group, LLC | 35,427 | $4.91M | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 35,528 | $4.92M | 0.53% | −13,146−27.0% | Reduced |
| Jacobs & Co | 35,601 | $4.93M | 0.66% | −4,109−10.3% | Reduced |
| Drexel Morgan & Co. | 35,618 | $4.94M | 1.36% | 00.0% | Unchanged |
| JustInvest LLC | 35,745 | $4.96M | 0.23% | −1,087−3.0% | Reduced |
| Alerus Financial NA | 35,807 | $4.96M | 0.46% | −431−1.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 36,100 | $5.00M | 0.81% | −5,000−12.2% | Reduced |
| Metropolitan Life Insurance Co | 36,175 | $5.01M | 0.22% | −1,215−3.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 36,390 | $5.04M | 0.22% | +25,326+228.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 36,777 | $5.10M | 0.67% | +33,655+1,078.0% | Added |
| Paloma Partners Management Co | 36,800 | $5.10M | 0.51% | +25,500+225.7% | Added |
| 1st Source Bank | 37,025 | $5.13M | 0.36% | −539−1.4% | Reduced |
| Bokf, NA | 37,103 | $5.14M | 0.10% | −3,823−9.3% | Reduced |
| LGT Group Foundation | 37,151 | $5.15M | 0.16% | +2,645+7.7% | Added |
| Edge Capital Group, LLC | 37,302 | $5.17M | 0.49% | +202+0.5% | Added |
| Andra AP-fonden | 37,300 | $5.17M | 0.15% | +37,300 | New |
| Norman Fields, Gottscho Capital Management, LLC | 37,350 | $5.18M | 2.37% | +70.0% | Added |
| Perigon Wealth Management, LLC | 37,508 | $5.20M | 0.43% | +4,665+14.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $5.20M | 0.68% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 37,602 | $5.21M | 1.03% | +824+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 38,003 | $5.27M | 0.22% | +871+2.3% | Added |
| Winslow Asset Management Inc | 38,046 | $5.27M | 1.27% | +282+0.7% | Added |
| Highland Capital Management, LLC | 38,498 | $5.34M | 0.38% | −190−0.5% | Reduced |
| HB Wealth Management, LLC | 38,548 | $5.34M | 0.11% | +9,566+33.0% | Added |
| Boothbay Fund Management, LLC | 38,965 | $5.40M | 0.19% | +38,965 | New |
| Headinvest, LLC | 38,998 | $5.41M | 1.20% | −438−1.1% | Reduced |
| WoodTrust Financial Corp | 39,540 | $5.48M | 1.23% | +1,814+4.8% | Added |
| Acadian Asset Management LLC | 39,674 | $5.50M | 0.03% | −2,976−7.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 39,836 | $5.52M | 0.06% | −381−0.9% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $5.53M | 1.67% | 00.0% | Unchanged |
| Tiaa, FSB | 40,442 | $5.61M | 0.02% | −888−2.1% | Reduced |
| Peapack Gladstone Financial Corp | 40,645 | $5.63M | 0.13% | −384−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 40,668 | $5.64M | 0.09% | −2,672−6.2% | Reduced |
| Chemung Canal Trust Co | 40,849 | $5.66M | 1.29% | +37,136+1,000.2% | Added |
| Edgar Lomax Co | 40,960 | $5.68M | 0.36% | +1,115+2.8% | Added |
| St Germain D J Co Inc | 41,041 | $5.69M | 0.38% | −500−1.2% | Reduced |