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 |
|---|---|---|---|---|---|
| Zevenbergen Capital Investments LLC | 1,700 | $236.0K | 0.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,700 | $236.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,700 | $236.0K | 0.08% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,701 | $236.0K | 0.11% | +2+0.1% | Added |
| Blue Fin Capital, Inc. | 1,705 | $236.0K | 0.08% | +68+4.2% | Added |
| Semmax Financial Advisors Inc. | 1,456 | $236.0K | 0.10% | −107−6.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,708 | $237.0K | 0.06% | −2,403−58.5% | Reduced |
| Farmers National Bank | 1,712 | $237.3K | 0.09% | +500+41.3% | Added |
| Private Portfolio Partners LLC | 1,713 | $237.6K | 0.07% | +10+0.6% | Added |
| Krane Funds Advisors LLC | 1,719 | $238.0K | 0.01% | −515−23.1% | Reduced |
| ICA Group Wealth Management, LLC | 1,468 | $238.0K | 0.04% | +105+7.7% | Added |
| IMPACTfolio, LLC | 1,722 | $239.0K | 0.23% | −8−0.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $239.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,728 | $240.0K | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,733 | $240.0K | 0.18% | +368+27.0% | Added |
| Dumont & Blake Investment Advisors LLC | 1,735 | $241.0K | 0.08% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,746 | $242.0K | 0.12% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,743 | $242.0K | 0.03% | +111+6.8% | Added |
| Riverwater Partners LLC | 1,756 | $243.0K | 0.24% | +1,756 | New |
| LCNB Corp | 1,757 | $244.0K | 0.13% | +95+5.7% | Added |
| Wealthquest Corp | 1,762 | $244.0K | 0.04% | −2−0.1% | Reduced |
| Highland Private Wealth Management | 1,772 | $245.0K | 0.04% | −166−8.6% | Reduced |
| Hantz Financial Services, Inc. | 1,764 | $245.0K | 0.01% | −141−7.4% | Reduced |
| Allred Capital Management, LLC | 1,769 | $245.0K | 0.15% | −128−6.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,771 | $245.0K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,765 | $245.0K | 0.10% | +12+0.7% | Added |
| LMCG Investments, LLC | 1,776 | $246.0K | 0.02% | −242−12.0% | Reduced |
| HCR Wealth Advisors | 1,775 | $247.0K | 0.05% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 1,782 | $247.0K | 0.12% | +600+50.8% | Added |
| Buckingham Strategic Partners | 1,799 | $249.0K | 0.02% | +66+3.8% | Added |
| Northside Capital Management, LLC | 1,805 | $250.0K | 0.08% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,800 | $250.0K | 0.13% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,804 | $250.0K | 0.48% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,800 | $250.0K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,803 | $250.0K | 0.03% | +295+19.6% | Added |
| Stratos Wealth Advisors, LLC | 1,808 | $251.0K | 0.02% | +10+0.6% | Added |
| DSC Advisors, L.P. | 1,812 | $251.0K | 0.25% | +46+2.6% | Added |
| Parsons Capital Management Inc | 1,817 | $252.0K | 0.02% | −150−7.6% | Reduced |
| Comerica Securities,inc. | 1,810 | $252.0K | 0.02% | +43+2.4% | Added |
| Stonebridge Capital Advisors LLC | 1,828 | $253.0K | 0.03% | −50−2.7% | Reduced |
| Keystone Financial Services | 1,666 | $253.0K | 0.14% | +53+3.3% | Added |
| Stockman Wealth Management, Inc. | 1,835 | $254.0K | 0.06% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,842 | $255.0K | 0.03% | 00.0% | Unchanged |
| Terry L. Blaker | 1,838 | $255.0K | 0.03% | +1,838 | New |
| Ridgecrest Wealth Partners, LLC | 1,846 | $256.0K | 0.19% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,857 | $257.0K | 0.12% | −775−29.4% | Reduced |
| Canton Hathaway, LLC | 1,857 | $257.0K | 0.09% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,857 | $257.0K | 0.09% | +107+6.1% | Added |
| Traphagen Investment Advisors LLC | 1,060 | $257.8K | 0.05% | −399−27.3% | Reduced |
| Sax Wealth Advisors, LLC | 1,863 | $258.0K | 0.07% | +1+0.1% | Added |
| Annex Advisory Services, LLC | 1,863 | $258.0K | 0.02% | +27+1.5% | Added |
| Washington Capital Management Inc | 1,862 | $258.1K | 0.25% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,869 | $259.0K | 0.04% | −2,002−51.7% | Reduced |
| Resolute Financial, LLC | 1,868 | $259.0K | 0.23% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,875 | $259.9K | 0.14% | 00.0% | Unchanged |
| Washington Trust Bank | 1,875 | $260.0K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,874 | $260.0K | 0.04% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,881 | $261.0K | 0.14% | +15+0.8% | Added |
| MEMBERS Trust Co | 1,880 | $261.0K | 0.01% | +173+10.1% | Added |
| Windsor Capital Management, LLC | 1,901 | $263.0K | 0.09% | +1+0.1% | Added |
| Signature Wealth Management Partners, LLC | 1,896 | $263.0K | 0.27% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,903 | $263.0K | 0.01% | +715+60.2% | Added |
| Cairn Investment Group, Inc. | 1,900 | $263.0K | 0.20% | +1,900 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,902 | $264.0K | 0.07% | −704−27.0% | Reduced |
| Desjardins Global Asset Management Inc. | 1,905 | $264.0K | 0.03% | −184−8.8% | Reduced |
| Zions Bancorporation, N.A. | 1,912 | $265.0K | 0.03% | +491+34.6% | Added |
| Petrus Trust Company, LTA | 1,918 | $266.0K | 0.04% | +1,918 | New |
| LFS Asset Management | 1,916 | $266.0K | 0.22% | +1,916 | New |
| BDO Wealth Advisors, LLC | 1,925 | $267.0K | 0.03% | −47−2.4% | Reduced |
| Carmignac Gestion | 1,936 | $268.0K | 0.01% | −271−12.3% | Reduced |
| Independent Family Office, LLC | 1,932 | $268.0K | 0.24% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,940 | $269.0K | 0.01% | −208−9.7% | Reduced |
| Allen Investment Management LLC | 1,941 | $269.0K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,941 | $269.0K | 0.03% | +112+6.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,942 | $269.0K | 0.03% | +65+3.5% | Added |
| Alpha Cubed Investments, LLC | 1,948 | $270.0K | 0.02% | −318−14.0% | Reduced |
| Davidson Trust Co | 1,948 | $270.0K | 0.24% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,939 | $270.0K | 0.02% | +1,939 | New |
| Fairbanks Capital Management, Inc. | 1,952 | $271.0K | 0.24% | −283−12.7% | Reduced |
| CPWM, LLC | 1,957 | $271.0K | 0.02% | +399+25.6% | Added |
| Terra Nova Asset Management LLC | 1,952 | $271.0K | 0.30% | +752+62.7% | Added |
| Dearborn Partners LLC | 1,964 | $272.0K | 0.01% | +1+0.1% | Added |
| My Legacy Advisors, LLC | 1,932 | $272.0K | 0.14% | +22+1.2% | Added |
| Glassman Wealth Services | 1,968 | $273.0K | 0.06% | −51−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $273.0K | 0.25% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,968 | $273.0K | 0.15% | +158+8.7% | Added |
| Kore Private Wealth LLC | 1,978 | $274.0K | 0.04% | −82−4.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,987 | $275.0K | 0.07% | +1,987 | New |
| Contravisory Investment Management, Inc. | 1,989 | $276.0K | 0.09% | +1,874+1,629.6% | Added |
| Brandywine Oak Private Wealth LLC | 2,000 | $277.0K | 0.04% | −303−13.2% | Reduced |
| Great Diamond Partners, LLC | 2,001 | $277.0K | 0.09% | −131−6.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $277.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $277.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $277.0K | 0.27% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,008 | $278.0K | 0.05% | +141+7.6% | Added |
| Aire Advisors, LLC | 2,020 | $278.0K | 0.10% | +2,020 | New |
| Advisors Management Group Inc | 2,011 | $279.0K | 0.10% | +2,011 | New |
| Sageworth Trust Co | 2,010 | $279.0K | 0.02% | +2,010 | New |
| Patton Albertson Miller Group, LLC | 2,020 | $280.0K | 0.06% | −250−11.0% | Reduced |
| Physicians Financial Services, Inc. | 2,020 | $280.0K | 0.12% | 00.0% | Unchanged |