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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 3,897 | $540.0K | 0.20% | +114+3.0% | Added |
| MTM Investment Management, LLC | 3,856 | $541.0K | 0.29% | −35−0.9% | Reduced |
| Thompson Investment Management, Inc. | 3,905 | $541.0K | 0.09% | +1,160+42.3% | Added |
| Venturi Wealth Management, LLC | 3,914 | $543.0K | 0.05% | −1,500−27.7% | Reduced |
| Platform Technology Partners | 3,934 | $545.0K | 0.30% | +38+1.0% | Added |
| Oakworth Capital, Inc. | 3,940 | $546.0K | 0.05% | −72−1.8% | Reduced |
| TNF LLC | 3,575 | $547.0K | 0.26% | 00.0% | Unchanged |
| Titus Wealth Management | 3,948 | $547.0K | 0.27% | +2,030+105.8% | Added |
| Orion Portfolio Solutions, LLC | 3,959 | $549.0K | 0.02% | −1,607−28.9% | Reduced |
| First Farmers & Merchants Bank / Trust | 3,964 | $549.0K | 0.68% | −300−7.0% | Reduced |
| B. Riley Wealth Management, Inc. | 3,970 | $550.0K | 0.05% | +529+15.4% | Added |
| Perpetual Investment Management Ltd | 3,979 | $552.0K | 0.08% | −177−4.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,979 | $553.0K | 0.05% | −304−7.1% | Reduced |
| Wealthspire Advisors, LLC | 3,992 | $553.0K | 0.01% | +649+19.4% | Added |
| Monetta Financial Services Inc | 4,000 | $554.0K | 0.58% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $554.0K | 0.32% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,001 | $555.0K | 0.19% | +21+0.5% | Added |
| Marcum Wealth, LLC | 4,037 | $560.0K | 0.08% | +1,735+75.4% | Added |
| Wesbanco Bank Inc | 4,047 | $561.0K | 0.02% | −379−8.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,049 | $561.0K | 0.12% | −3−0.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,066 | $563.0K | 0.06% | −322−7.3% | Reduced |
| Centerpoint Advisors, LLC | 4,069 | $564.0K | 0.29% | +10+0.2% | Added |
| Salem Investment Counselors Inc | 4,080 | $568.0K | 0.03% | +658+19.2% | Added |
| Sentry Investment Management LLC | 4,117 | $571.0K | 0.26% | −802−16.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,119 | $571.0K | 0.50% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,133 | $573.0K | 0.09% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,140 | $574.0K | 0.05% | −2,100−33.7% | Reduced |
| Equitable Holdings, Inc. | 4,172 | $578.0K | 0.01% | −284−6.4% | Reduced |
| DT Investment Partners, LLC | 4,177 | $579.0K | 0.09% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 4,175 | $579.0K | 0.15% | +245+6.2% | Added |
| Legacy Advisors, LLC | 4,188 | $581.0K | 0.12% | −852−16.9% | Reduced |
| Byrne Asset Management LLC | 4,204 | $583.0K | 0.43% | −169−3.9% | Reduced |
| Twelve Points Wealth Management LLC | 4,203 | $583.0K | 0.45% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,209 | $583.0K | 0.04% | +1,037+32.7% | Added |
| Wellington Shields & Co., LLC | 4,220 | $585.0K | 0.14% | −6,720−61.4% | Reduced |
| KB Financial Partners, LLC | 4,235 | $587.0K | 0.20% | −514−10.8% | Reduced |
| Trillium Asset Management, LLC | 4,247 | $589.0K | 0.02% | +45+1.1% | Added |
| Emfo, LLC | 4,250 | $589.0K | 0.60% | +750+21.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,258 | $590.0K | 0.11% | −239−5.3% | Reduced |
| Old National Bancorp | 4,251 | $590.0K | 0.02% | +1,852+77.2% | Added |
| WBH Advisory Inc | 4,212 | $592.0K | 0.08% | +10.0% | Added |
| Estabrook Capital Management | 4,274 | $592.5K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,261 | $593.0K | 0.12% | −350−7.6% | Reduced |
| Kovack Advisors, Inc. | 4,286 | $594.0K | 0.08% | −192−4.3% | Reduced |
| ARGI Investment Services, LLC | 4,295 | $595.0K | 0.02% | −87−2.0% | Reduced |
| Hilltop Holdings Inc. | 4,295 | $595.0K | 0.08% | +4+0.1% | Added |
| Summit Trail Advisors, LLC | 4,275 | $595.0K | 0.04% | +1,877+78.3% | Added |
| Linscomb & Williams, Inc. | 4,307 | $597.0K | 0.03% | −535−11.0% | Reduced |
| GoalVest Advisory LLC | 4,276 | $597.0K | 0.38% | −77−1.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,312 | $598.0K | 0.16% | −10−0.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,342 | $601.0K | 0.45% | −39−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 4,336 | $601.0K | 0.11% | −19−0.4% | Reduced |
| Centiva Capital, LP | 4,333 | $601.0K | 0.03% | +2,384+122.3% | Added |
| Atlas Brown,Inc. | 4,353 | $603.0K | 0.28% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 4,364 | $605.0K | 0.44% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,366 | $605.0K | 0.03% | +1,453+49.9% | Added |
| GFG Capital, LLC | 4,375 | $606.0K | 0.18% | +8+0.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,382 | $607.0K | 0.27% | +86+2.0% | Added |
| Allegheny Financial Group LTD | 4,385 | $608.0K | 0.28% | −32−0.7% | Reduced |
| IFG Advisors, LLC | 4,387 | $608.0K | 0.31% | +5+0.1% | Added |
| Alhambra Investment Partners LLC | 4,418 | $612.0K | 0.44% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,416 | $612.2K | 0.64% | −266−5.7% | Reduced |
| Sun Life Financial INC | 4,419 | $614.0K | 0.05% | −184−4.0% | Reduced |
| Advisor Resource Council | 4,439 | $616.0K | 0.06% | −5,184−53.9% | Reduced |
| V Wealth Advisors LLC | 4,443 | $616.0K | 0.12% | −108−2.4% | Reduced |
| Capitolis Advisors LLC | 4,442 | $616.0K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,468 | $619.0K | 0.43% | −147−3.2% | Reduced |
| First Foundation Advisors | 4,480 | $621.0K | 0.03% | −423−8.6% | Reduced |
| Laurion Capital Management LP | 4,495 | $623.0K | 0.03% | −94−2.0% | Reduced |
| Balentine LLC | 4,510 | $625.0K | 0.02% | −1,544−25.5% | Reduced |
| Symphony Financial, Ltd. Co. | 4,490 | $626.0K | 0.19% | +307+7.3% | Added |
| Winton Group Ltd | 4,561 | $632.0K | 0.03% | −794−14.8% | Reduced |
| Leavell Investment Management, Inc. | 4,540 | $632.0K | 0.05% | +50+1.1% | Added |
| Pearl River Capital, LLC | 4,578 | $635.0K | 0.15% | +4,578 | New |
| Advisors Capital Management, LLC | 4,590 | $636.0K | 0.02% | −363−7.3% | Reduced |
| Flputnam Investment Management Co | 4,589 | $636.0K | 0.02% | −133−2.8% | Reduced |
| Schulhoff & Co Inc | 4,590 | $636.0K | 0.30% | −35−0.8% | Reduced |
| Cypress Wealth Services, LLC | 4,591 | $636.0K | 0.20% | +73+1.6% | Added |
| Sargent Investment Group, LLC | 4,602 | $638.0K | 0.20% | −5−0.1% | Reduced |
| Diligent Investors, LLC | 4,601 | $638.0K | 0.22% | 00.0% | Unchanged |
| Private Trust Co NA | 4,626 | $641.0K | 0.10% | −1,456−23.9% | Reduced |
| Capital Investment Advisors, LLC | 4,626 | $641.0K | 0.02% | −1,334−22.4% | Reduced |
| TCI Wealth Advisors, Inc. | 4,626 | $641.0K | 0.10% | −9−0.2% | Reduced |
| Radnor Capital Management, LLC | 4,635 | $643.0K | 0.18% | +460+11.0% | Added |
| Koshinski Asset Management, Inc. | 4,645 | $644.0K | 0.06% | +36+0.8% | Added |
| Wealth Alliance | 4,652 | $645.0K | 0.12% | −689−12.9% | Reduced |
| Evanson Asset Management, LLC | 4,654 | $645.0K | 0.07% | +234+5.3% | Added |
| Sawtooth Solutions, LLC | 4,662 | $646.0K | 0.08% | +402+9.4% | Added |
| Aspiriant, LLC | 4,682 | $649.0K | 0.03% | −184−3.8% | Reduced |
| GYL Financial Synergies, LLC | 4,703 | $652.0K | 0.18% | +10.0% | Added |
| First Capital Advisors Group, LLC. | 4,705 | $652.0K | 0.45% | +4,705 | New |
| Reynders McVeigh Capital Management, LLC | 4,719 | $654.0K | 0.05% | 00.0% | Unchanged |
| Tufton Capital Management | 4,735 | $656.0K | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,736 | $657.0K | 0.05% | +714+17.8% | Added |
| Bedel Financial Consulting, Inc. | 4,777 | $662.0K | 0.19% | −169−3.4% | Reduced |
| Ritholtz Wealth Management | 4,781 | $663.0K | 0.04% | −844−15.0% | Reduced |
| Spire Wealth Management | 4,804 | $666.0K | 0.03% | −6,869−58.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,831 | $670.0K | 0.18% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,853 | $673.0K | 0.49% | 00.0% | Unchanged |
| Graypoint LLC | 4,897 | $679.0K | 0.09% | −1,101−18.4% | Reduced |