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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 4,901 | $679.0K | 0.41% | +658+15.5% | Added |
| Pflug Koory, LLC | 4,933 | $684.0K | 0.39% | +100+2.1% | Added |
| Domani Wealth, LLC | 4,939 | $685.0K | 0.19% | −180−3.5% | Reduced |
| PFG Advisors | 4,938 | $685.0K | 0.08% | +1,222+32.9% | Added |
| Ellis Investment Partners, LLC | 4,966 | $688.0K | 0.18% | +515+11.6% | Added |
| Leisure Capital Management | 4,996 | $693.0K | 0.36% | −124−2.4% | Reduced |
| Spirit of America Management Corp | 5,000 | $693.0K | 0.16% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,000 | $693.0K | 0.27% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,002 | $693.0K | 0.04% | +65+1.3% | Added |
| Garde Capital, Inc. | 5,013 | $695.0K | 0.08% | −23−0.5% | Reduced |
| Red Cedar Capital, LLC | 5,016 | $695.0K | 0.47% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,000 | $696.0K | 0.33% | 00.0% | Unchanged |
| Papp L Roy & Associates | 5,018 | $696.0K | 0.10% | +52+1.0% | Added |
| Sage Rhino Capital LLC | 5,031 | $697.0K | 0.27% | +125+2.5% | Added |
| Washington Trust Co | 5,047 | $699.0K | 0.03% | +351+7.5% | Added |
| Levin Capital Strategies, L.P. | 5,064 | $702.0K | 0.08% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 5,065 | $706.0K | 0.66% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,100 | $707.0K | 0.52% | +10.0% | Added |
| Global Retirement Partners, LLC | 5,120 | $710.0K | 0.06% | −58−1.1% | Reduced |
| Souders Financial Advisors | 5,126 | $711.0K | 0.20% | +5,126 | New |
| KRS Capital Management, LLC | 5,151 | $714.0K | 1.02% | +104+2.1% | Added |
| Wealthsource Partners, LLC | 5,160 | $715.0K | 0.05% | −26−0.5% | Reduced |
| Chesapeake Wealth Management | 5,159 | $715.0K | 0.31% | +1,568+43.7% | Added |
| Boyar Asset Management Inc. | 5,167 | $716.0K | 0.59% | −701−11.9% | Reduced |
| Echo Street Capital Management LLC | 5,188 | $719.0K | 0.01% | +3,502+207.7% | Added |
| Lewis Capital Management, LLC | 5,269 | $731.0K | 1.04% | −32−0.6% | Reduced |
| Parkside Financial Bank & Trust | 5,286 | $733.0K | 0.22% | −38−0.7% | Reduced |
| Abundance Wealth Counselors | 5,304 | $735.0K | 0.20% | −2,997−36.1% | Reduced |
| Baker Avenue Asset Management, LP | 5,301 | $735.0K | 0.05% | −948−15.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,514 | $735.0K | 0.32% | +206+4.8% | Added |
| Intellectus Partners, LLC | 5,288 | $736.0K | 0.25% | +1,126+27.1% | Added |
| Weik Capital Management | 5,318 | $737.0K | 0.34% | +1,165+28.1% | Added |
| Vise Technologies, Inc. | 5,317 | $737.0K | 0.29% | +2,106+65.6% | Added |
| Independent Financial Group, LLC | 5,318 | $737.2K | 0.08% | +723+15.7% | Added |
| Brighton Jones LLC | 5,331 | $739.0K | 0.04% | −32−0.6% | Reduced |
| Knightsbridge Asset Management, LLC | 5,353 | $742.0K | 0.15% | +2,604+94.7% | Added |
| Resources Management Corp | 5,358 | $743.0K | 0.12% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,366 | $744.0K | 0.30% | +2,216+70.3% | Added |
| Westwood Management Corp | 5,400 | $749.0K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,409 | $750.0K | 0.10% | −380−6.6% | Reduced |
| Forum Financial Management, LP | 5,415 | $751.0K | 0.04% | +300+5.9% | Added |
| Keebeck Alpha, LP | 5,431 | $753.0K | 0.34% | +911+20.2% | Added |
| Sargent Bickham Lagudis LLC | 5,436 | $754.0K | 0.07% | +172+3.3% | Added |
| JB Capital LLC | 5,439 | $754.0K | 0.08% | +576+11.8% | Added |
| Pecaut & Co. | 5,467 | $758.0K | 0.43% | −200−3.5% | Reduced |
| Vectors Research Management, LLC | 5,482 | $760.0K | 0.19% | 00.0% | Unchanged |
| HNP Capital LLC | 5,482 | $760.0K | 0.21% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,536 | $767.0K | 0.03% | +1,209+27.9% | Added |
| Sunflower Bank, N.A. | 5,550 | $769.0K | 0.15% | −244−4.2% | Reduced |
| CenterStar Asset Management, LLC | – | $771.0K | 0.84% | – | – |
| Birch Hill Investment Advisors LLC | 5,584 | $774.0K | 0.05% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,602 | $776.0K | 0.59% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,623 | $779.0K | 0.17% | +218+4.0% | Added |
| Lifeworks Advisors, LLC | 5,635 | $781.0K | 0.50% | −72−1.3% | Reduced |
| Boenning & Scattergood, Inc. | 5,657 | $784.0K | 0.15% | −20−0.4% | Reduced |
| Thomas White International Ltd | 5,678 | $787.0K | 0.16% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,682 | $788.0K | 0.09% | −134−2.3% | Reduced |
| Spears Abacus Advisors LLC | 5,702 | $790.0K | 0.07% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 5,745 | $797.0K | 0.23% | +5,745 | New |
| Principle Wealth Partners LLC | 5,769 | $799.0K | 0.10% | +450+8.5% | Added |
| Laurel Wealth Advisors LLC | 5,769 | $800.0K | 0.20% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,786 | $802.0K | 0.08% | −641−10.0% | Reduced |
| NBT Bank N A | 5,785 | $802.0K | 0.12% | −25−0.4% | Reduced |
| Lyell Wealth Management, LP | 5,811 | $809.0K | 0.13% | +69+1.2% | Added |
| Clear Street Markets LLC | 5,856 | $812.0K | 0.27% | +4,756+432.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 5,858 | $812.0K | 0.06% | +5,858 | New |
| Summit Global Investments | 5,867 | $813.0K | 0.07% | −2,655−31.2% | Reduced |
| LVW Advisors, LLC | 5,862 | $813.0K | 0.17% | −107−1.8% | Reduced |
| Paragon Private Wealth Management, LLC | 5,875 | $814.0K | 0.87% | +131+2.3% | Added |
| Steel Peak Wealth Management LLC | 5,883 | $819.0K | 0.06% | +2,241+61.5% | Added |
| M Holdings Securities, Inc. | 5,937 | $823.0K | 0.08% | −2,255−27.5% | Reduced |
| Burney Co | 5,956 | $826.0K | 0.04% | −6,634−52.7% | Reduced |
| Bank of Hawaii | 6,001 | $832.0K | 0.05% | −477−7.4% | Reduced |
| Ally Financial Inc. | 6,000 | $832.0K | 0.11% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $832.0K | 0.47% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,055 | $839.0K | 0.07% | +350+6.1% | Added |
| Personal Cfo Solutions, LLC | 6,068 | $841.0K | 0.20% | −1,855−23.4% | Reduced |
| Financial Counselors Inc | 6,083 | $843.0K | 0.02% | −20.0% | Reduced |
| First Citizens Bank & Trust Co | 6,084 | $843.0K | 0.03% | +173+2.9% | Added |
| Doyle Wealth Management | 6,085 | $844.0K | 0.07% | +10.0% | Added |
| Transatlantique Private Wealth LLC | 6,114 | $848.0K | 0.59% | +6,114 | New |
| IFP Advisors, Inc | 9,633 | $851.0K | 0.03% | −6,200−39.2% | Reduced |
| WealthTrust Axiom LLC | 6,154 | $853.0K | 0.30% | +10+0.2% | Added |
| Fund Management at Engine No. 1 LLC | 6,159 | $854.0K | 0.23% | +951+18.3% | Added |
| Mutual Advisors, LLC | 6,181 | $857.0K | 0.06% | −1,138−15.5% | Reduced |
| Becker Capital Management Inc | 6,188 | $858.0K | 0.04% | −4−0.1% | Reduced |
| Mark Stevens | 6,225 | $863.0K | 0.11% | −797−11.4% | Reduced |
| Parisi Gray Wealth Management | 6,243 | $865.0K | 0.45% | +18+0.3% | Added |
| Harvest Fund Management Co., Ltd | 6,246 | $866.0K | 0.24% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 5,738 | $870.0K | 0.50% | −22−0.4% | Reduced |
| S&CO Inc | 6,300 | $873.0K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,317 | $876.0K | 0.09% | +174+2.8% | Added |
| Symmetry Partners, LLC | 6,350 | $880.0K | 0.06% | 00.0% | Unchanged |
| Seeyond | 6,363 | $882.0K | 0.10% | −2,562−28.7% | Reduced |
| CWM, LLC | 6,377 | $884.0K | 0.01% | −439−6.4% | Reduced |
| InterOcean Capital Group, LLC | 6,376 | $884.0K | 0.04% | +3,982+166.3% | Added |
| Harvest Volatility Management LLC | 6,400 | $887.0K | 0.14% | +515+8.8% | Added |
| Sompo Asset Management Co., Ltd. | 6,410 | $888.0K | 0.22% | −8,440−56.8% | Reduced |
| Apollon Wealth Management, LLC | 6,405 | $888.0K | 0.07% | −787−10.9% | Reduced |
| Derbend Asset Management | 6,410 | $889.0K | 0.74% | +10.0% | Added |