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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 9,994 | $1.39M | 0.05% | +5,600+127.4% | Added |
| McMillion Capital Management Inc | 9,926 | $1.38M | 1.14% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,914 | $1.37M | 0.08% | −35−0.4% | Reduced |
| Knuff & Co LLC | 9,855 | $1.37M | 0.61% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 9,662 | $1.34M | 0.07% | +30+0.3% | Added |
| Linker Capital Management Inc. | 9,650 | $1.34M | 1.66% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 9,635 | $1.34M | 0.06% | +1,858+23.9% | Added |
| Gotham Asset Management, LLC | 9,630 | $1.33M | 0.04% | −6,460−40.1% | Reduced |
| Trustco Bank Corp N Y | 9,586 | $1.33M | 1.43% | −651−6.4% | Reduced |
| MainStreet Investment Advisors LLC | 9,569 | $1.33M | 0.15% | −962−9.1% | Reduced |
| Morse Asset Management, Inc | 9,542 | $1.32M | 0.42% | −1,130−10.6% | Reduced |
| ACG Wealth | 9,545 | $1.32M | 0.27% | −88−0.9% | Reduced |
| Simmons Bank | 9,533 | $1.32M | 0.12% | +278+3.0% | Added |
| Everett Harris & Co | 9,517 | $1.32M | 0.02% | +964+11.3% | Added |
| Arete Wealth Advisors, LLC | 9,517 | $1.32M | 0.14% | +9,517 | New |
| Constitution Capital LLC | 9,500 | $1.32M | 0.84% | −1,450−13.2% | Reduced |
| Arden Trust Co | 9,448 | $1.31M | 0.30% | +9,448 | New |
| Redwood Investment Management, LLC | 9,395 | $1.30M | 0.22% | +1,764+23.1% | Added |
| Quantamental Technologies LLC | 9,380 | $1.30M | 0.59% | +9,380 | New |
| Citadel Investment Advisory, Inc. | 6,884 | $1.29M | 0.87% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.28M | 0.20% | 00.0% | Unchanged |
| Berkshire Bank | 9,262 | $1.28M | 0.37% | +709+8.3% | Added |
| SkyView Investment Advisors, LLC | 9,255 | $1.28M | 0.34% | +989+12.0% | Added |
| Argent Advisors, Inc. | 9,227 | $1.28M | 0.72% | +260+2.9% | Added |
| Berkshire Asset Management LLC | 9,216 | $1.28M | 0.08% | −15−0.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 9,157 | $1.27M | 0.05% | +422+4.8% | Added |
| Laffer Tengler Investments | 9,185 | $1.27M | 0.45% | +205+2.3% | Added |
| Carl P. Sherr & Co., LLC | 9,149 | $1.27M | 0.95% | +10.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.27M | 1.40% | 00.0% | Unchanged |
| Hartline Investment Corp | 10,466 | $1.27M | 0.21% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,112 | $1.26M | 0.04% | −705−7.2% | Reduced |
| CoreCap Advisors, LLC | 9,034 | $1.25M | 0.10% | +1,139+14.4% | Added |
| TAGStone Capital, Inc. | 8,990 | $1.25M | 1.19% | +29+0.3% | Added |
| Woodstock Corp | 9,018 | $1.25M | 0.17% | −497−5.2% | Reduced |
| Warther Private Wealth, LLC | 8,900 | $1.25M | 0.91% | +7,511+540.7% | Added |
| Insight Wealth Strategies, LLC | 8,993 | $1.25M | 0.23% | +16+0.2% | Added |
| AXS Investments LLC | 8,994 | $1.25M | 0.44% | +8,994 | New |
| Taylor Frigon Capital Management LLC | 8,967 | $1.24M | 0.65% | −43−0.5% | Reduced |
| Greenwood Gearhart Inc | 8,900 | $1.23M | 0.20% | −161−1.8% | Reduced |
| Beaumont Financial Partners, LLC | 8,844 | $1.23M | 0.11% | −201−2.2% | Reduced |
| Beck Bode, LLC | 8,839 | $1.23M | 0.26% | +1,452+19.7% | Added |
| Scotia Capital Inc. | 8,819 | $1.22M | 0.01% | −7,795−46.9% | Reduced |
| Lavaca Capital LLC | 8,605 | $1.22M | 0.62% | −437−4.8% | Reduced |
| Trustcore Financial Services, LLC | 8,759 | $1.21M | 0.11% | −274−3.0% | Reduced |
| Center for Financial Planning, Inc. | 8,742 | $1.21M | 0.31% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8,738 | $1.21M | 0.05% | −686−7.3% | Reduced |
| J.W. Cole Advisors, Inc. | 8,727 | $1.21M | 0.10% | +392+4.7% | Added |
| Palisade Asset Management, LLC | 8,723 | $1.21M | 0.16% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,685 | $1.20M | 0.24% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,808 | $1.20M | 0.14% | +415+5.6% | Added |
| Tokio Marine Asset Management Co Ltd | 8,668 | $1.20M | 0.11% | +1,343+18.3% | Added |
| Fulton Bank, N.A. | 8,645 | $1.20M | 0.07% | −43−0.5% | Reduced |
| C2C Wealth Management, LLC | 8,083 | $1.20M | 0.22% | −32−0.4% | Reduced |
| Howard Capital Management Group, LLC | 8,615 | $1.19M | 0.14% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 8,545 | $1.19M | 1.29% | +446+5.5% | Added |
| Stokes Family Office, LLC | 8,535 | $1.18M | 0.16% | −852−9.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,521 | $1.18M | 0.01% | −318−3.6% | Reduced |
| Coastal Bridge Advisors, LLC | 8,521 | $1.18M | 0.36% | +10+0.1% | Added |
| Insight Advisors, LLC | 7,515 | $1.18M | 0.40% | −181−2.4% | Reduced |
| KWB Wealth | 8,490 | $1.18M | 0.23% | +417+5.2% | Added |
| Community Bank, N.A. | 8,483 | $1.18M | 0.17% | +20+0.2% | Added |
| Dakota Wealth Management | 8,483 | $1.18M | 0.11% | −992−10.5% | Reduced |
| Plimoth Trust Co LLC | 8,479 | $1.18M | 0.37% | +2,689+46.4% | Added |
| Mission Wealth Management, LP | 8,474 | $1.18M | 0.06% | +3,848+83.2% | Added |
| Strategic Investment Advisors | 8,473 | $1.17M | 0.23% | +809+10.6% | Added |
| Moloney Securities Asset Management, LLC | 8,422 | $1.17M | 0.27% | +82+1.0% | Added |
| Ern LLC | 8,422 | $1.17M | 1.30% | +8,422 | New |
| Evoke Wealth, LLC | 8,351 | $1.16M | 0.04% | +67+0.8% | Added |
| Smithfield Trust Co | 8,332 | $1.16M | 0.08% | −44−0.5% | Reduced |
| Woodmont Investment Counsel LLC | 8,346 | $1.16M | 0.14% | +200+2.5% | Added |
| Boltwood Capital Management | 8,315 | $1.15M | 0.50% | −177−2.1% | Reduced |
| Amarillo National Bank | 8,313 | $1.15M | 0.25% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,313 | $1.15M | 0.10% | +8,313 | New |
| Bryn Mawr Trust Co | 8,299 | $1.15M | 0.05% | −708−7.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,278 | $1.15M | 0.45% | +175+2.2% | Added |
| Game Plan Financial Advisors, LLC | 8,345 | $1.15M | 0.92% | +1,490+21.7% | Added |
| Osborne Partners Capital Management, LLC | 8,261 | $1.15M | 0.09% | −4,064−33.0% | Reduced |
| Grimes & Company, Inc. | 8,242 | $1.14M | 0.06% | −57−0.7% | Reduced |
| DuPont Capital Management Corp | 8,230 | $1.14M | 0.05% | −751−8.4% | Reduced |
| Excalibur Management Corp | 8,221 | $1.14M | 0.59% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.14M | 0.08% | 00.0% | Unchanged |
| Triad Investment Management | 8,138 | $1.13M | 1.67% | 00.0% | Unchanged |
| Advisory Research Inc | 8,128 | $1.13M | 0.11% | +8+0.1% | Added |
| Gsa Capital Partners LLP | 8,128 | $1.13M | 0.17% | +8,128 | New |
| First Dallas Securities Inc. | 8,125 | $1.13M | 0.76% | +5,550+215.5% | Added |
| Bigelow Investment Advisors, LLC | 8,048 | $1.12M | 0.61% | +173+2.2% | Added |
| Brewin Dolphin Ltd | 8,031 | $1.11M | 0.05% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 8,000 | $1.11M | 0.71% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 8,000 | $1.11M | 6.24% | +8,000 | New |
| Investors Asset Management of Georgia Inc | 7,995 | $1.11M | 0.57% | +120+1.5% | Added |
| Associated Banc-Corp | 7,987 | $1.11M | 0.05% | −153−1.9% | Reduced |
| Qtron Investments LLC | 7,977 | $1.11M | 0.24% | −466−5.5% | Reduced |
| Karpas Strategies, LLC | 7,981 | $1.11M | 0.39% | +6+0.1% | Added |
| New England Research & Management, Inc. | 7,900 | $1.09M | 0.64% | +7,900 | New |
| Stamos Capital Partners, L.P. | 7,890 | $1.09M | 0.33% | +3,390+75.3% | Added |
| Cigna Investments Inc | 7,883 | $1.09M | 0.22% | −3,093−28.2% | Reduced |
| RFG Advisory, LLC | 6,932 | $1.09M | 0.06% | +455+7.0% | Added |
| FineMark National Bank & Trust | 7,874 | $1.09M | 0.05% | −562−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 7,816 | $1.08M | 0.05% | −305−3.8% | Reduced |
| Essex Financial Services, Inc. | 7,795 | $1.08M | 0.12% | +621+8.7% | Added |