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 |
|---|---|---|---|---|---|
| First National Bank | 2,037 | $282.0K | 0.27% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,034 | $282.0K | 0.02% | +117+6.1% | Added |
| Cypress Capital Group | 2,039 | $283.0K | 0.04% | −674−24.8% | Reduced |
| Keudell/Morrison Wealth Management | 2,040 | $283.0K | 0.10% | −45−2.2% | Reduced |
| Waddell & Associates, LLC | 2,043 | $283.0K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,047 | $284.0K | 0.09% | −289−12.4% | Reduced |
| Pacitti Group Inc. | 2,052 | $284.0K | 0.22% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $284.0K | 0.06% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,060 | $285.0K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,056 | $285.0K | 0.04% | +10.0% | Added |
| Industrial Alliance Investment Management Inc. | 2,060 | $286.0K | 0.01% | +2,060 | New |
| Port Capital LLC | 2,071 | $287.0K | 0.02% | +207+11.1% | Added |
| Essex Savings Bank | 2,081 | $289.0K | 0.11% | −39−1.8% | Reduced |
| Thomasville National Bank | 2,089 | $290.0K | 0.03% | −440−17.4% | Reduced |
| StrategIQ Financial Group, LLC | 2,095 | $290.0K | 0.04% | −47−2.2% | Reduced |
| Delta Investment Management, LLC | 2,095 | $290.0K | 0.13% | 00.0% | Unchanged |
| Triumph Capital Management | 2,098 | $291.0K | 0.15% | +58+2.8% | Added |
| Tiemann Investment Advisors, LLC | 2,099 | $291.0K | 0.16% | +100+5.0% | Added |
| E&G Advisors, LP | 2,100 | $291.0K | 0.10% | +850+68.0% | Added |
| Donaldson Capital Management, LLC | 2,105 | $292.0K | 0.02% | −17−0.8% | Reduced |
| HC Advisors, LLC | 2,108 | $292.0K | 0.21% | +10.0% | Added |
| Wealth Dimensions Group, Ltd. | 2,112 | $293.0K | 0.14% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,120 | $294.0K | 0.08% | +185+9.6% | Added |
| Hamilton Capital, LLC | 2,129 | $295.0K | 0.02% | +57+2.8% | Added |
| Mizuho Markets Cayman LP | 2,130 | $295.0K | 0.05% | +2,130 | New |
| Yarbrough Capital, LLC | 2,132 | $296.0K | 0.02% | −615−22.4% | Reduced |
| Blume Capital Management, Inc. | 2,146 | $297.0K | 0.12% | +483+29.0% | Added |
| Harbor Investment Advisory, LLC | 2,150 | $298.0K | 0.05% | −18−0.8% | Reduced |
| 9258 Wealth Management, LLC | 2,151 | $298.0K | 0.08% | +5+0.2% | Added |
| Greylin Investment Mangement Inc | 2,150 | $298.0K | 0.06% | +100+4.9% | Added |
| Prelude Capital Management, LLC | 2,153 | $298.0K | 0.01% | +2,153 | New |
| Level Four Advisory Services, LLC | 2,154 | $299.0K | 0.03% | −97−4.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,157 | $299.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,155 | $299.0K | 0.05% | +44+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 2,159 | $299.0K | 0.03% | +2,159 | New |
| Aprio Wealth Management, LLC | 2,157 | $299.0K | 0.12% | +2,157 | New |
| Sittner & Nelson, LLC | 2,165 | $300.0K | 0.20% | +476+28.2% | Added |
| MidWestOne Financial Group, Inc. | 2,186 | $303.0K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,174 | $303.0K | 0.04% | +89+4.3% | Added |
| Pinnacle Private Wealth, LLC | 2,192 | $304.0K | 0.12% | −189−7.9% | Reduced |
| Central Bank & Trust Co | 2,197 | $305.0K | 0.06% | −115−5.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,992 | $305.0K | 0.08% | +145+7.9% | Added |
| Pettyjohn, Wood & White, Inc | 2,203 | $305.0K | 0.07% | +806+57.7% | Added |
| Fort Washington Investment Advisors Inc | 2,212 | $307.0K | 0.00% | −20,688−90.3% | Reduced |
| Charter Trust Co | 2,214 | $307.0K | 0.02% | −336−13.2% | Reduced |
| Strategic Blueprint, LLC | 2,224 | $308.0K | 0.04% | −35−1.5% | Reduced |
| Aberdeen Wealth Management LLC | 2,221 | $308.0K | 0.24% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,228 | $309.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,226 | $309.0K | 0.05% | +636+40.0% | Added |
| 55I, LLC | 2,227 | $309.0K | 0.01% | +2,227 | New |
| Guardian Wealth Advisors, LLC | 2,223 | $309.0K | 0.06% | +2,223 | New |
| Quantum Private Wealth, LLC | 2,240 | $310.0K | 0.18% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,238 | $310.0K | 0.17% | +69+3.2% | Added |
| Mirabella Financial Services LLP | 2,234 | $310.0K | 0.03% | +2,234 | New |
| Financial Advisors, LLC | 2,240 | $311.0K | 0.11% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,252 | $312.0K | 0.18% | −7−0.3% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $313.0K | 0.16% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,267 | $314.0K | 0.10% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,267 | $315.0K | 0.07% | −97−4.1% | Reduced |
| Missouri Trust & Investment Co | 2,279 | $316.0K | 0.21% | +95+4.3% | Added |
| Marino, Stram & Associates LLC | 2,288 | $317.0K | 0.11% | +265+13.1% | Added |
| Benedetti & Gucer, Inc. | 2,288 | $318.0K | 0.22% | −250−9.9% | Reduced |
| HFG Advisors, Inc. | 2,292 | $318.0K | 0.43% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,294 | $318.0K | 0.08% | +10.0% | Added |
| Columbia Trust Co 01012016 | 2,289 | $318.0K | 0.17% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,293 | $318.0K | 0.08% | +1,219+113.5% | Added |
| Sage Private Wealth Group, LLC | 2,303 | $319.0K | 0.46% | −157−6.4% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $319.0K | 0.24% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,304 | $319.0K | 0.62% | +46+2.0% | Added |
| Quantitative Investment Management, LLC | 2,309 | $320.0K | 0.05% | −3,166−57.8% | Reduced |
| Cadent Capital Advisors, LLC | 2,309 | $320.0K | 0.19% | −614−21.0% | Reduced |
| Deseret Mutual Benefit Administrators | 2,305 | $320.0K | 0.07% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,327 | $323.0K | 0.04% | +27+1.2% | Added |
| Avantax Planning Partners, Inc. | 2,353 | $326.0K | 0.01% | +6+0.3% | Added |
| Mechanics Bank Trust Department | 2,350 | $326.0K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,350 | $326.0K | 0.20% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,356 | $327.0K | 0.18% | −260−9.9% | Reduced |
| Secure Asset Management, LLC | 2,359 | $327.0K | 0.18% | +2+0.1% | Added |
| Kenfarb & Co. | 1,750 | $327.0K | 0.26% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,366 | $328.0K | 0.08% | −31−1.3% | Reduced |
| DFPG Investments, LLC | 2,310 | $329.0K | 0.14% | −500−17.8% | Reduced |
| Patten Group, Inc. | 2,330 | $329.0K | 0.11% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,380 | $329.9K | 0.22% | +250+11.7% | Added |
| Northstar Asset Management LLC | 2,381 | $330.0K | 0.10% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,380 | $330.0K | 0.05% | +8+0.3% | Added |
| Sunburst Financial Group, LLC | 2,387 | $331.0K | 0.16% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,389 | $331.0K | 0.02% | +1,089+83.8% | Added |
| Founders Financial Alliance, LLC | 2,393 | $332.0K | 0.17% | +593+32.9% | Added |
| Navellier & Associates Inc | 2,400 | $333.0K | 0.07% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $333.0K | 0.01% | 00.0% | Unchanged |
| Farmer Steven Patrick | 2,400 | $333.0K | 0.01% | +2,400 | New |
| Tortoise Index Solutions, LLC | 2,410 | $334.0K | 0.06% | −38−1.6% | Reduced |
| Wittenberg Investment Management, Inc. | 2,410 | $334.0K | 0.14% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $334.0K | 0.06% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 2,419 | $335.0K | 0.01% | −409−14.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,419 | $335.0K | 0.09% | +2,419 | New |
| Wealth Architects, LLC | 2,423 | $336.0K | 0.07% | −38−1.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $338.0K | 0.05% | −288−10.6% | Reduced |
| G&S Capital LLC | 2,440 | $338.0K | 0.20% | −9−0.4% | Reduced |
| JNBA Financial Advisors | 2,435 | $338.0K | 0.05% | +94+4.0% | Added |