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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 7,775 | $1.08M | 0.16% | +669+9.4% | Added |
| Gladstone Institutional Advisory LLC | 7,746 | $1.07M | 0.08% | +1,137+17.2% | Added |
| Trust Co of Toledo NA | 7,729 | $1.07M | 0.19% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,733 | $1.07M | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,955 | $1.07M | 0.11% | +403+6.2% | Added |
| Wealth Advisors, Inc. | 7,721 | $1.07M | 0.52% | +996+14.8% | Added |
| OPSEU Pension Plan Trust Fund | 7,886 | $1.07M | 0.27% | +3,180+67.6% | Added |
| Assenagon Asset Management S.A. | 7,670 | $1.06M | 0.00% | −532−6.5% | Reduced |
| Van Cleef Asset Management,Inc | 7,598 | $1.05M | 0.18% | +55+0.7% | Added |
| First Command Bank | 7,591 | $1.05M | 0.15% | −674−8.2% | Reduced |
| First Command Financial Services, Inc. | 7,591 | $1.05M | 0.15% | −674−8.2% | Reduced |
| Sequoia Financial Advisors, LLC | 7,580 | $1.05M | 0.03% | −939−11.0% | Reduced |
| Joel Isaacson & Co., LLC | 7,557 | $1.05M | 0.09% | 00.0% | Unchanged |
| Stableford Capital II LLC | 6,646 | $1.05M | 0.48% | +31+0.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 7,662 | $1.05M | 0.22% | −2,788−26.7% | Reduced |
| Crestwood Advisors Group LLC | 7,493 | $1.04M | 0.04% | +7+0.1% | Added |
| Beacon Financial Group | 7,152 | $1.04M | 0.15% | −37−0.5% | Reduced |
| Fort Point Capital Partners LLC | 7,480 | $1.04M | 0.18% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 7,448 | $1.03M | 0.41% | −550−6.9% | Reduced |
| AIA Group Ltd | 7,400 | $1.03M | 0.06% | −3,621−32.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $1.02M | 0.06% | −230−3.0% | Reduced |
| Connolly Sarah T. | 7,375 | $1.02M | 0.70% | 00.0% | Unchanged |
| Versor Investments LP | 7,350 | $1.02M | 0.04% | +6,250+568.2% | Added |
| Investment House LLC | 7,325 | $1.01M | 0.09% | −50−0.7% | Reduced |
| BNC Wealth Management, LLC | 7,319 | $1.01M | 0.53% | +5,224+249.4% | Added |
| Empowered Funds, LLC | 7,313 | $1.01M | 0.13% | −304−4.0% | Reduced |
| Martingale Asset Management L P | 7,302 | $1.01M | 0.02% | +7,302 | New |
| Lumature Wealth Partners, LLC | 7,290 | $1.01M | 0.45% | +6,711+1,159.1% | Added |
| Auxier Asset Management | 7,288 | $1.01M | 0.18% | 00.0% | Unchanged |
| Pitcairn Co | 7,270 | $1.01M | 0.11% | −39−0.5% | Reduced |
| Quantinno Capital Management LP | 7,219 | $1.00M | 0.14% | +3,839+113.6% | Added |
| YHB Investment Advisors, Inc. | 7,212 | $1.00M | 0.11% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,211 | $1.00M | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,213 | $1.00M | 0.03% | +5,274+272.0% | Added |
| Van Strum & Towne Inc. | 7,165 | $993.0K | 0.42% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7,109 | $985.0K | 0.25% | −100−1.4% | Reduced |
| Wade G W & Inc | 7,087 | $982.0K | 0.04% | +643+10.0% | Added |
| TrimTabs Asset Management, LLC | 7,069 | $980.0K | 0.60% | −288−3.9% | Reduced |
| Piscataqua Savings Bank | 7,013 | $972.0K | 0.85% | −50−0.7% | Reduced |
| Ativo Capital Management LLC | 7,011 | $972.0K | 0.65% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,988 | $969.0K | 0.10% | +755+12.1% | Added |
| Unigestion Holding SA | 6,968 | $966.0K | 0.05% | +5,912+559.8% | Added |
| Strategic Advisors LLC | 6,967 | $965.0K | 0.20% | −131−1.8% | Reduced |
| Telemus Capital, LLC | 6,963 | $965.0K | 0.09% | −81−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 6,962 | $965.0K | 0.06% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,955 | $964.0K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,939 | $962.0K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 6,911 | $958.0K | 0.14% | +23+0.3% | Added |
| Bridgewater Advisors Inc. | 6,890 | $955.0K | 0.20% | +5+0.1% | Added |
| J. W. Coons Advisors, LLC | 6,817 | $950.0K | 0.34% | −365−5.1% | Reduced |
| SOA Wealth Advisors, LLC. | 6,846 | $949.0K | 0.28% | −276−3.9% | Reduced |
| Amica Retiree Medical Trust | 6,832 | $947.0K | 1.07% | +747+12.3% | Added |
| We Are One Seven, LLC | 6,823 | $946.0K | 0.13% | −102−1.5% | Reduced |
| Continuum Advisory, LLC | 6,793 | $942.0K | 0.17% | +1,137+20.1% | Added |
| Veracity Capital LLC | 6,786 | $941.0K | 0.50% | −51−0.7% | Reduced |
| Aurora Private Wealth, Inc. | 6,784 | $940.0K | 0.42% | +125+1.9% | Added |
| Segall Bryant & Hamill, LLC | 6,768 | $937.0K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 6,744 | $935.0K | 0.10% | +440+7.0% | Added |
| Ledyard National Bank | 6,722 | $932.0K | 0.11% | +892+15.3% | Added |
| Laidlaw Wealth Management LLC | 6,722 | $932.0K | 0.19% | +4,283+175.6% | Added |
| Icon Wealth Partners, LLC | 6,695 | $928.0K | 0.11% | −72−1.1% | Reduced |
| Shelton Capital Management | 6,609 | $916.0K | 0.04% | −11,600−63.7% | Reduced |
| Evergreen Capital Management LLC | 6,588 | $916.0K | 0.05% | −1,492−18.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,563 | $910.0K | 0.37% | +33+0.5% | Added |
| Harbour Investments, Inc. | 6,542 | $907.0K | 0.06% | +6,542 | New |
| Conning Inc. | 6,502 | $901.0K | 0.03% | −40−0.6% | Reduced |
| Monte Financial Group, LLC | 6,500 | $901.0K | 0.53% | +564+9.5% | Added |
| Spinnaker Trust | 6,496 | $900.0K | 0.07% | +1,000+18.2% | Added |
| Trust Asset Management LLC | 6,465 | $896.0K | 0.13% | +23+0.4% | Added |
| Capital Management Associates | 6,437 | $892.0K | 1.31% | +1,013+18.7% | Added |
| HBK Sorce Advisory LLC | 6,425 | $891.0K | 0.07% | −7,401−53.5% | Reduced |
| Paradigm Financial Partners, LLC | 6,321 | $891.0K | 0.27% | −255−3.9% | Reduced |
| First National Bank of South Miami | 6,425 | $891.0K | 0.61% | +55+0.9% | Added |
| Derbend Asset Management | 6,410 | $889.0K | 0.74% | +10.0% | 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 |
| Harvest Volatility Management LLC | 6,400 | $887.0K | 0.14% | +515+8.8% | Added |
| 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 |
| Seeyond | 6,363 | $882.0K | 0.10% | −2,562−28.7% | Reduced |
| Symmetry Partners, LLC | 6,350 | $880.0K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,317 | $876.0K | 0.09% | +174+2.8% | Added |
| S&CO Inc | 6,300 | $873.0K | 0.07% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 5,738 | $870.0K | 0.50% | −22−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 6,246 | $866.0K | 0.24% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,243 | $865.0K | 0.45% | +18+0.3% | Added |
| Mark Stevens | 6,225 | $863.0K | 0.11% | −797−11.4% | Reduced |
| Becker Capital Management Inc | 6,188 | $858.0K | 0.04% | −4−0.1% | Reduced |
| Mutual Advisors, LLC | 6,181 | $857.0K | 0.06% | −1,138−15.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,159 | $854.0K | 0.23% | +951+18.3% | Added |
| WealthTrust Axiom LLC | 6,154 | $853.0K | 0.30% | +10+0.2% | Added |
| IFP Advisors, Inc | 9,633 | $851.0K | 0.03% | −6,200−39.2% | Reduced |
| Transatlantique Private Wealth LLC | 6,114 | $848.0K | 0.59% | +6,114 | New |
| Doyle Wealth Management | 6,085 | $844.0K | 0.07% | +10.0% | Added |
| 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 |
| Personal Cfo Solutions, LLC | 6,068 | $841.0K | 0.20% | −1,855−23.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,055 | $839.0K | 0.07% | +350+6.1% | Added |
| 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 |