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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 2,455 | $340.0K | 0.07% | −125−4.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $341.0K | 0.47% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,463 | $341.0K | 0.21% | +35+1.4% | Added |
| Bangor Savings Bank | 2,467 | $342.0K | 0.04% | +2,467 | New |
| Procyon Private Wealth Partners, LLC | 2,477 | $343.0K | 0.08% | −462−15.7% | Reduced |
| Cornerstone Wealth Group, LLC | 2,480 | $344.0K | 0.07% | −56−2.2% | Reduced |
| Sippican Capital Advisors | 2,478 | $344.0K | 0.34% | 00.0% | Unchanged |
| Putnam Investments LLC | 2,489 | $345.0K | 0.00% | −45−1.8% | Reduced |
| Addison Capital Co | 2,494 | $346.0K | 0.20% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,497 | $346.0K | 0.14% | +85+3.5% | Added |
| Focus Financial Network, Inc. | 2,488 | $346.2K | 0.03% | −70−2.7% | Reduced |
| Paradigm Asset Management Co LLC | 2,500 | $346.6K | 0.11% | +2,500 | New |
| Icapital Wealth LLC | 2,500 | $347.0K | 0.22% | −2,000−44.4% | Reduced |
| Harbour Investment Management LLC | 2,500 | $347.0K | 0.21% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $347.0K | 0.14% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 2,502 | $347.0K | 0.09% | +100+4.2% | Added |
| REDW Wealth LLC | 2,513 | $348.0K | 0.13% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,522 | $350.0K | 0.21% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,540 | $352.0K | 0.09% | −49−1.9% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $353.0K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,564 | $356.0K | 0.04% | −106−4.0% | Reduced |
| Webster Bank, N. A. | 2,598 | $360.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,594 | $360.0K | 0.20% | +2+0.1% | Added |
| Caerus Investment Advisors, LLC | 2,600 | $360.0K | 0.44% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,612 | $362.0K | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,610 | $362.0K | 0.04% | +58+2.3% | Added |
| Integrated Investment Consultants, LLC | 2,626 | $364.0K | 0.13% | −357−12.0% | Reduced |
| Voya Financial Advisors, Inc. | 2,609 | $364.0K | 0.05% | −306−10.5% | Reduced |
| Ballast Advisors LLC | 2,625 | $364.0K | 0.16% | +4+0.2% | Added |
| Edgestream Partners, L.P. | 2,625 | $364.0K | 0.03% | +1,133+75.9% | Added |
| McLean Asset Management Corp | 2,643 | $365.0K | 0.15% | −17−0.6% | Reduced |
| Arkadios Wealth Advisors | 2,641 | $366.0K | 0.05% | −326−11.0% | Reduced |
| Roosevelt Investment Group LLC | 2,639 | $366.0K | 0.03% | +6+0.2% | Added |
| Capital Analysts, LLC | 2,646 | $367.0K | 0.03% | +59+2.3% | Added |
| Chicago Partners Investment Group LLC | 2,385 | $367.0K | 0.03% | +88+3.8% | Added |
| SPC Financial, Inc. | 2,662 | $369.0K | 0.05% | +80+3.1% | Added |
| Kozak & Associates, Inc. | 2,658 | $369.0K | 0.25% | +7+0.3% | Added |
| Hunter Associates Investment Management LLC | 2,667 | $370.0K | 0.09% | +249+10.3% | Added |
| International Assets Investment Management, LLC | 2,675 | $371.0K | 0.07% | −855−24.2% | Reduced |
| Sierra Capital LLC | 2,676 | $371.0K | 0.07% | −33−1.2% | Reduced |
| Lake Street Financial LLC | 2,676 | $371.0K | 0.08% | +388+17.0% | Added |
| Garrison Asset Management, LLC | 2,681 | $372.0K | 0.25% | −55−2.0% | Reduced |
| Navis Wealth Advisors, LLC | 2,684 | $372.0K | 0.40% | +100+3.9% | Added |
| Vigilant Capital Management, LLC | 2,689 | $373.0K | 0.03% | −333−11.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,698 | $374.0K | 0.21% | −302−10.1% | Reduced |
| Monetary Management Group Inc | 2,700 | $374.0K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,696 | $374.0K | 0.03% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 10,454 | $375.0K | 0.06% | +5,964+132.8% | Added |
| Claris Advisors, LLC | 2,708 | $375.0K | 0.41% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 2,728 | $378.0K | 0.03% | +161+6.3% | Added |
| Partners Group Holding AG | 2,739 | $380.0K | 0.02% | −399−12.7% | Reduced |
| Cumberland Partners Ltd | 2,754 | $382.0K | 0.04% | +64+2.4% | Added |
| Bank Hapoalim BM | 2,760 | $383.0K | 0.05% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,771 | $384.0K | 0.05% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,771 | $384.0K | 0.15% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,767 | $384.0K | 0.05% | +25+0.9% | Added |
| Matrix Asset Advisors Inc | 2,778 | $385.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,774 | $385.0K | 0.10% | 00.0% | Unchanged |
| Tobam | 2,785 | $386.0K | 0.02% | +1,152+70.5% | Added |
| Marietta Investment Partners LLC | 2,800 | $388.0K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,800 | $388.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,072 | $388.0K | 0.12% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,810 | $390.0K | 0.03% | −335−10.7% | Reduced |
| Outlook Wealth Advisors, LLC | 2,819 | $390.0K | 0.16% | +224+8.6% | Added |
| Barings LLC | 2,818 | $391.0K | 0.01% | −1,327−32.0% | Reduced |
| Convergence Investment Partners, LLC | 2,821 | $391.0K | 0.24% | +1,236+78.0% | Added |
| MayTech Global Investments, LLC | 2,832 | $393.0K | 0.12% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,852 | $395.0K | 0.12% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,850 | $395.0K | 0.39% | +176+6.6% | Added |
| Pioneer Trust Bank N A | 2,865 | $397.0K | 0.13% | 00.0% | Unchanged |
| Plancorp, LLC | 2,874 | $398.0K | 0.03% | −145−4.8% | Reduced |
| Fiducient Advisors LLC | 2,886 | $400.0K | 0.15% | +2,886 | New |
| Stonebridge Capital Management Inc | 2,900 | $402.0K | 0.18% | −440−13.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,889 | $402.0K | 0.17% | −225−7.2% | Reduced |
| Aua Capital Management, LLC | 2,900 | $402.0K | 0.23% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,910 | $403.0K | 0.11% | −200−6.4% | Reduced |
| Eagle Ridge Investment Management | 2,939 | $407.0K | 0.05% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,945 | $408.0K | 0.10% | −85−2.8% | Reduced |
| Maryland Capital Management | 2,944 | $408.0K | 0.03% | −80−2.6% | Reduced |
| Asset Management Corp | 2,960 | $410.0K | 0.31% | +2+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,954 | $410.0K | 0.09% | +86+3.0% | Added |
| WMS Partners, LLC | 2,962 | $411.0K | 0.06% | +48+1.6% | Added |
| Athena Investment Management | 2,965 | $411.0K | 0.32% | +1,000+50.9% | Added |
| Parsec Financial Management, Inc. | 2,992 | $415.0K | 0.02% | +420+16.3% | Added |
| Legacy Wealth Management, LLC | 3,000 | $415.9K | 0.25% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,002 | $416.0K | 0.01% | −66−2.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $416.0K | 0.18% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $416.0K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 3,000 | $416.0K | 0.21% | +3,000 | New |
| KC Investment Advisors, LLC | 3,007 | $417.0K | 0.35% | +307+11.4% | Added |
| JLB & Associates Inc | 3,025 | $419.0K | 0.07% | +468+18.3% | Added |
| Great Valley Advisor Group, Inc. | 3,036 | $421.0K | 0.02% | +1,032+51.5% | Added |
| Acropolis Investment Management, LLC | 3,054 | $423.0K | 0.04% | +13+0.4% | Added |
| Acima Private Wealth, LLC | 3,057 | $423.8K | 0.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,060 | $424.0K | 0.04% | −683−18.2% | Reduced |
| Shufro Rose & Co LLC | 3,061 | $424.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,062 | $424.0K | 0.04% | +226+8.0% | Added |
| Virtu Financial LLC | 3,062 | $424.0K | 0.04% | +3,062 | New |
| Accredited Investors Inc. | 3,069 | $425.0K | 0.05% | −6−0.2% | Reduced |
| Altfest L J & Co Inc | 3,081 | $427.0K | 0.08% | 00.0% | Unchanged |