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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1,210 | $170.0K | 0.06% | −300−19.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,266 | $175.0K | 0.02% | −30−2.3% | Reduced |
| Global Financial Private Client, LLC | 1,254 | $176.1K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,279 | $177.0K | 0.05% | −3−0.2% | Reduced |
| MV Capital Management, Inc. | 1,323 | $183.0K | 0.03% | −80−5.7% | Reduced |
| Independence Bank of Kentucky | 1,330 | $184.0K | 0.08% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,355 | $188.0K | 0.04% | −50−3.6% | Reduced |
| Magellan Asset Management Ltd | 1,380 | $191.0K | 0.00% | +35+2.6% | Added |
| Providence Capital Advisors, LLC | 1,377 | $192.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,412 | $196.0K | 0.06% | +89+6.7% | Added |
| Fairfield, Bush & Co. | 1,430 | $198.0K | 0.12% | +20+1.4% | Added |
| City State Bank | 1,433 | $199.0K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $200.0K | 0.20% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,449 | $201.0K | 0.09% | −130−8.2% | Reduced |
| Motco | 1,445 | $201.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,453 | $201.0K | 0.09% | +25+1.8% | Added |
| Peterson Wealth Services | 1,460 | $202.0K | 0.15% | −29−1.9% | Reduced |
| Global Trust Asset Management, LLC | 1,466 | $203.0K | 0.10% | +22+1.5% | Added |
| Davis R M Inc | 1,463 | $203.0K | 0.01% | +44+3.1% | Added |
| City Holding Co | 1,481 | $205.0K | 0.04% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,480 | $205.0K | 0.05% | +129+9.5% | Added |
| Delta Asset Management LLC | 1,486 | $206.0K | 0.02% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,500 | $207.0K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 1,491 | $207.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,496 | $207.0K | 0.03% | +33+2.3% | Added |
| Latitude Advisors, LLC | 1,500 | $208.0K | 0.19% | −2,838−65.4% | Reduced |
| Violich Capital Management, Inc. | 1,500 | $208.0K | 0.04% | −1,500−50.0% | Reduced |
| KCS Wealth Advisory | 1,500 | $208.0K | 0.09% | −38−2.5% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $208.0K | 0.14% | −30−2.0% | Reduced |
| Professional Advisory Services Inc | 1,500 | $208.0K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,499 | $208.0K | 0.07% | +25+1.7% | Added |
| Weybosset Research & Management LLC | 1,500 | $208.0K | 0.10% | +1,500 | New |
| Parametrica Management Ltd | 1,506 | $208.0K | 0.23% | +1,506 | New |
| Probity Advisors, Inc. | 1,506 | $209.0K | 0.05% | −15−1.0% | Reduced |
| Enterprise Financial Services Corp | 1,507 | $209.0K | 0.04% | +45+3.1% | Added |
| Forte Capital LLC | 1,515 | $210.0K | 0.04% | +253+20.0% | Added |
| Lafayette Investments, Inc. | 1,524 | $211.0K | 0.06% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,520 | $211.0K | 0.09% | +3+0.2% | Added |
| Wolff Wiese Magana LLC | 1,532 | $212.0K | 0.15% | −254−14.2% | Reduced |
| Regal Investment Advisors LLC | 1,528 | $212.0K | 0.02% | +1,528 | New |
| Armstrong Shaw Associates Inc | 1,534 | $213.0K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,536 | $213.0K | 0.15% | 00.0% | Unchanged |
| TCWP LLC | 1,550 | $214.0K | 0.05% | +785+102.6% | Added |
| Two Sigma Securities, LLC | 1,551 | $215.0K | 0.04% | −12,042−88.6% | Reduced |
| Reliant Investment Management, LLC | 1,556 | $216.0K | 0.15% | −30−1.9% | Reduced |
| Financial Architects, Inc | 1,561 | $216.0K | 0.27% | +35+2.3% | Added |
| All Season Financial Advisors, Inc. | 1,566 | $217.0K | 0.19% | −85−5.1% | Reduced |
| Northwest Bancshares, Inc. | 1,569 | $217.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,565 | $217.0K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,563 | $217.0K | 0.05% | +58+3.9% | Added |
| Journey Strategic Wealth LLC | 1,570 | $218.0K | 0.03% | −671−29.9% | Reduced |
| Acorn Wealth Advisors, LLC | 1,576 | $218.0K | 0.17% | +1+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,575 | $218.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 1,538 | $219.0K | 0.13% | −96−5.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $219.0K | 0.10% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,581 | $219.0K | 0.03% | +166+11.7% | Added |
| StoneX Group Inc. | 1,584 | $220.4K | 0.03% | +98+6.6% | Added |
| Independent Solutions Wealth Management, LLC | 1,590 | $220.4K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,597 | $221.0K | 0.03% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,593 | $221.0K | 0.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,591 | $221.0K | 0.02% | +8+0.5% | Added |
| Puzo Michael J | 1,600 | $222.0K | 0.08% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $222.0K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,602 | $222.0K | 0.02% | +122+8.2% | Added |
| Solitude Financial Services | 1,601 | $222.0K | 0.16% | +420+35.6% | Added |
| CTC Capital Management, LLC | 1,600 | $222.0K | 0.24% | +1,600 | New |
| Corrigan Financial, Inc. | 1,603 | $222.2K | 0.08% | +2+0.1% | Added |
| Windsor Group LTD | 1,617 | $223.0K | 0.06% | −792−32.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,612 | $223.0K | 0.06% | 00.0% | Unchanged |
| Schubert & Co | 1,607 | $223.0K | 0.21% | +24+1.5% | Added |
| Private Capital Group, LLC | 1,610 | $224.0K | 0.17% | −1,073−40.0% | Reduced |
| Hemington Wealth Management | 1,614 | $224.0K | 0.09% | −35−2.1% | Reduced |
| Heritage Investment Group, Inc. | 1,619 | $224.0K | 0.13% | −23−1.4% | Reduced |
| Howe & Rusling Inc | 1,623 | $225.0K | 0.03% | +1,623 | New |
| First Business Financial Services, Inc. | 1,630 | $226.0K | 0.03% | −150−8.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,635 | $226.0K | 0.07% | −104−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,627 | $226.0K | 0.01% | −43−2.6% | Reduced |
| Advisory Alpha, LLC | 1,626 | $226.0K | 0.02% | +1+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,630 | $226.0K | 0.27% | +21+1.3% | Added |
| Hudock, Inc. | 1,641 | $227.0K | 0.08% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,483 | $228.0K | 0.30% | +216+17.0% | Added |
| Aaron Wealth Advisors | 1,656 | $229.0K | 0.06% | −236,395−99.3% | Reduced |
| Yorktown Management & Research Co Inc | 1,650 | $229.0K | 0.30% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,654 | $229.0K | 0.22% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,651 | $229.0K | 0.10% | +3+0.2% | Added |
| Skba Capital Management LLC | 1,650 | $229.0K | 0.05% | +100+6.5% | Added |
| Balasa Dinverno & Foltz LLC | 1,661 | $230.0K | 0.01% | +237+16.6% | Added |
| Mystic Asset Management, Inc. | 1,665 | $230.0K | 0.14% | +240+16.8% | Added |
| Rossmore Private Capital | 1,660 | $230.0K | 0.04% | +1,660 | New |
| IPG Investment Advisors LLC | 1,663 | $231.0K | 0.06% | −4,760−74.1% | Reduced |
| Bahl & Gaynor Inc | 1,663 | $231.0K | 0.00% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,670 | $231.5K | 0.06% | −102−5.8% | Reduced |
| Abacus Planning Group, Inc. | 1,673 | $232.0K | 0.07% | 00.0% | Unchanged |
| Michael B. Yongue | 1,675 | $232.0K | 0.20% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,678 | $233.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,686 | $234.0K | 0.03% | −582−25.7% | Reduced |
| Everhart Financial Group, Inc. | 1,695 | $235.0K | 0.14% | +251+17.4% | Added |
| Northern Oak Wealth Management Inc | 1,702 | $236.0K | 0.03% | −12,951−88.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,700 | $236.0K | 0.02% | −200−10.5% | Reduced |
| Security National Bank of So Dak | 1,700 | $236.0K | 0.20% | 00.0% | Unchanged |