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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 3,042 | $427.0K | 0.09% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,100 | $429.0K | 0.19% | +100+3.3% | Added |
| Buckley Wealth Management, LLC | 3,108 | $431.0K | 0.14% | −31−1.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,116 | $432.0K | 0.35% | +30+1.0% | Added |
| Hoylecohen, LLC | 3,134 | $434.0K | 0.05% | −381−10.8% | Reduced |
| Clean Yield Group | 3,132 | $434.0K | 0.18% | −100−3.1% | Reduced |
| RMB Capital Management, LLC | 3,131 | $434.0K | 0.01% | +92+3.0% | Added |
| Cipher Capital LP | 3,170 | $439.0K | 0.10% | +3,170 | New |
| Ashton Thomas Private Wealth, LLC | 3,169 | $439.3K | 0.05% | −39−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,177 | $440.0K | 0.05% | +422+15.3% | Added |
| First Western Trust Bank | 3,163 | $441.0K | 0.03% | −124−3.8% | Reduced |
| Old Mission Investment Co LLC | 3,195 | $443.0K | 0.19% | −207−6.1% | Reduced |
| Factorial Partners, LLC | 3,200 | $444.0K | 0.36% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,207 | $445.0K | 0.30% | +207+6.9% | Added |
| BTR Capital Management Inc | 3,217 | $447.0K | 0.06% | −75−2.3% | Reduced |
| Mezzasalma Advisors, LLC | 3,225 | $447.0K | 0.38% | +208+6.9% | Added |
| BSW Wealth Partners | 3,231 | $448.0K | 0.11% | −316−8.9% | Reduced |
| Doliver Advisors, LP | 3,240 | $449.0K | 0.16% | −100−3.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,255 | $451.0K | 0.15% | +75+2.4% | Added |
| Aspen Investment Management Inc | 3,258 | $452.0K | 0.28% | −30−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 3,261 | $452.0K | 0.25% | +79+2.5% | Added |
| DRW Securities, LLC | 3,269 | $453.0K | 0.12% | +1,944+146.7% | Added |
| Compagnie Lombard Odier SCmA | 3,280 | $455.0K | 0.01% | −1,110−25.3% | Reduced |
| Private Ocean, LLC | 3,286 | $455.0K | 0.07% | −4−0.1% | Reduced |
| Borer Denton & Associates, Inc. | 3,295 | $456.8K | 0.22% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,294 | $458.0K | 0.08% | +100+3.1% | Added |
| Solidarilty Wealth, LLC | 2,975 | $458.0K | 0.25% | +1,200+67.6% | Added |
| SignalPoint Asset Management, LLC | 3,311 | $459.0K | 0.17% | −5−0.2% | Reduced |
| Riverbridge Partners LLC | 3,348 | $464.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,133 | $464.0K | 0.34% | +192+6.5% | Added |
| Ronald Blue Trust, Inc. | 2,481 | $464.0K | 0.01% | +2,481 | New |
| Hartford Financial Management Inc. | 3,362 | $466.0K | 0.13% | 00.0% | Unchanged |
| Barton Investment Management | 3,360 | $466.0K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,375 | $469.0K | 0.02% | −1,232−26.7% | Reduced |
| Integrated Advisors Network LLC | 3,382 | $469.0K | 0.03% | +982+40.9% | Added |
| Magnus Financial Group LLC | 3,388 | $470.0K | 0.09% | +272+8.7% | Added |
| Ninety One SA (PTY) Ltd | 3,430 | $470.0K | 0.17% | +3,430 | New |
| Archford Capital Strategies, LLC | 3,397 | $471.0K | 0.12% | +940+38.3% | Added |
| Ridgewood Investments LLC | 3,405 | $472.0K | 0.37% | +13+0.4% | Added |
| Bristol John W & Co Inc | 3,420 | $474.0K | 0.01% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 3,428 | $475.0K | 0.20% | −53−1.5% | Reduced |
| Allworth Financial LP | 3,439 | $477.0K | 0.01% | −662−16.1% | Reduced |
| Defined Wealth Management, LLC | 3,444 | $477.0K | 0.49% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,438 | $477.0K | 0.19% | +2,125+161.8% | Added |
| Summit Financial Group Inc | 3,450 | $478.0K | 0.18% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,468 | $481.0K | 0.28% | −185−5.1% | Reduced |
| St. James Investment Advisors, LLC | 3,492 | $484.0K | 0.98% | −10,842−75.6% | Reduced |
| Zeke Capital Advisors, LLC | 3,505 | $485.0K | 0.03% | −52−1.5% | Reduced |
| First National Bank of Hutchinson | 3,501 | $485.0K | 0.36% | +7+0.2% | Added |
| Agate Pass Investment Management, LLC | 3,515 | $487.0K | 0.34% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,517 | $488.0K | 0.02% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,527 | $489.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,531 | $489.0K | 0.12% | +59+1.7% | Added |
| Pekin Hardy Strauss, Inc. | 3,545 | $491.0K | 0.08% | 00.0% | Unchanged |
| US Asset Management LLC | 3,540 | $491.0K | 0.54% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $491.0K | 0.19% | 00.0% | Unchanged |
| Summit X, LLC | 3,550 | $492.0K | 0.14% | +15+0.4% | Added |
| Sigma Investment Counselors Inc | 3,561 | $494.0K | 0.04% | +34+1.0% | Added |
| Arrow Financial Corp | 3,575 | $496.0K | 0.07% | −25−0.7% | Reduced |
| Cary Street Partners Asset Management LLC | 3,586 | $497.0K | 0.12% | −202−5.3% | Reduced |
| Mizuho Securities USA LLC | 3,584 | $497.0K | 0.08% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,595 | $498.0K | 0.05% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,595 | $498.0K | 0.44% | 00.0% | Unchanged |
| Saybrook Capital | 3,600 | $499.0K | 0.16% | 00.0% | Unchanged |
| QVR LLC | 3,602 | $499.0K | 0.40% | +3,602 | New |
| Henshaw Capital LLC | 3,601 | $499.2K | 0.03% | +730+25.4% | Added |
| Bath Savings Trust Co | 3,622 | $502.0K | 0.07% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,624 | $502.0K | 0.33% | +335+10.2% | Added |
| LGL Partners, LLC | 3,638 | $504.0K | 0.08% | +2+0.1% | Added |
| Aptus Capital Advisors, LLC | 3,631 | $505.0K | 0.02% | −142−3.8% | Reduced |
| Gitterman Wealth Management, LLC | 3,648 | $506.0K | 0.47% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,666 | $508.0K | 0.15% | +150+4.3% | Added |
| 626 Financial, LLC | 3,665 | $509.0K | 0.39% | +101+2.8% | Added |
| SeaCrest Wealth Management, LLC | 3,676 | $510.0K | 0.06% | −83−2.2% | Reduced |
| Wedmont Private Capital | 3,688 | $511.0K | 0.11% | +653+21.5% | Added |
| Financial Management Network Inc | 3,647 | $512.0K | 0.27% | +110+3.1% | Added |
| BancorpSouth Bank | 3,707 | $514.0K | 0.07% | −251−6.3% | Reduced |
| Optas, LLC | 3,727 | $514.0K | 0.21% | +322+9.5% | Added |
| CoreFirst Bank & Trust | 3,716 | $515.0K | 0.41% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,718 | $515.0K | 0.18% | +20+0.5% | Added |
| Intersect Capital LLC | 3,712 | $515.0K | 0.16% | +28+0.8% | Added |
| Bellwether Advisors, LLC | 3,723 | $516.0K | 0.17% | +2,857+329.9% | Added |
| Cadence Bank NA | 3,725 | $517.0K | 0.17% | +39+1.1% | Added |
| First City Capital Management, Inc. | 3,736 | $518.0K | 0.32% | −30−0.8% | Reduced |
| Sutton Wealth Advisors Inc. | 3,737 | $518.0K | 0.21% | −19−0.5% | Reduced |
| Twin Capital Management Inc | 3,756 | $521.0K | 0.07% | −40−1.1% | Reduced |
| Aries Wealth Management | 3,756 | $521.0K | 0.24% | +3,756 | New |
| Fukoku Mutual Life Insurance Co | 3,767 | $522.0K | 0.04% | −700−15.7% | Reduced |
| Verus Capital Partners, LLC | 3,788 | $522.0K | 0.10% | −520−12.1% | Reduced |
| Farmers & Merchants Investments Inc | 3,769 | $522.0K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,781 | $524.0K | 0.51% | −110−2.8% | Reduced |
| Tompkins Financial Corp | 3,776 | $524.0K | 0.08% | 00.0% | Unchanged |
| Benin Management CORP | 3,797 | $526.0K | 0.20% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,806 | $526.0K | 0.02% | +850+28.8% | Added |
| Richwood Investment Advisors, LLC | 3,802 | $527.0K | 0.53% | +120+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 3,805 | $527.0K | 0.02% | +842+28.4% | Added |
| Transform Wealth, LLC | 3,804 | $529.0K | 0.08% | +108+2.9% | Added |
| Somerville Kurt F | 3,825 | $530.0K | 0.10% | −200−5.0% | Reduced |
| First Affirmative Financial Network | 3,861 | $535.0K | 0.61% | −97−2.5% | Reduced |
| Culbertson A N & Co Inc | 3,865 | $535.0K | 0.12% | 00.0% | Unchanged |