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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 6,000 | $832.0K | 0.47% | 00.0% | Unchanged |
| Burney Co | 5,956 | $826.0K | 0.04% | −6,634−52.7% | Reduced |
| M Holdings Securities, Inc. | 5,937 | $823.0K | 0.08% | −2,255−27.5% | Reduced |
| Steel Peak Wealth Management LLC | 5,883 | $819.0K | 0.06% | +2,241+61.5% | Added |
| Paragon Private Wealth Management, LLC | 5,875 | $814.0K | 0.87% | +131+2.3% | Added |
| 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 |
| Kiwi Wealth Investments Limited Partnership | 5,858 | $812.0K | 0.06% | +5,858 | New |
| Clear Street Markets LLC | 5,856 | $812.0K | 0.27% | +4,756+432.4% | Added |
| Lyell Wealth Management, LP | 5,811 | $809.0K | 0.13% | +69+1.2% | Added |
| 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 |
| Laurel Wealth Advisors LLC | 5,769 | $800.0K | 0.20% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,769 | $799.0K | 0.10% | +450+8.5% | Added |
| united american securities inc. (d/b/a uas asset management) | 5,745 | $797.0K | 0.23% | +5,745 | New |
| Spears Abacus Advisors LLC | 5,702 | $790.0K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,682 | $788.0K | 0.09% | −134−2.3% | Reduced |
| Thomas White International Ltd | 5,678 | $787.0K | 0.16% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 5,657 | $784.0K | 0.15% | −20−0.4% | Reduced |
| Lifeworks Advisors, LLC | 5,635 | $781.0K | 0.50% | −72−1.3% | Reduced |
| Crewe Advisors LLC | 5,623 | $779.0K | 0.17% | +218+4.0% | Added |
| Burke & Herbert Bank & Trust Co | 5,602 | $776.0K | 0.59% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 5,584 | $774.0K | 0.05% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $771.0K | 0.84% | – | – |
| Sunflower Bank, N.A. | 5,550 | $769.0K | 0.15% | −244−4.2% | Reduced |
| Boston Financial Mangement LLC | 5,536 | $767.0K | 0.03% | +1,209+27.9% | Added |
| 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 |
| Pecaut & Co. | 5,467 | $758.0K | 0.43% | −200−3.5% | Reduced |
| 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 |
| Keebeck Alpha, LP | 5,431 | $753.0K | 0.34% | +911+20.2% | Added |
| Forum Financial Management, LP | 5,415 | $751.0K | 0.04% | +300+5.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,409 | $750.0K | 0.10% | −380−6.6% | Reduced |
| Westwood Management Corp | 5,400 | $749.0K | 0.09% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,366 | $744.0K | 0.30% | +2,216+70.3% | Added |
| Resources Management Corp | 5,358 | $743.0K | 0.12% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 5,353 | $742.0K | 0.15% | +2,604+94.7% | Added |
| Brighton Jones LLC | 5,331 | $739.0K | 0.04% | −32−0.6% | Reduced |
| Independent Financial Group, LLC | 5,318 | $737.2K | 0.08% | +723+15.7% | 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 |
| Intellectus Partners, LLC | 5,288 | $736.0K | 0.25% | +1,126+27.1% | Added |
| 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 |
| Parkside Financial Bank & Trust | 5,286 | $733.0K | 0.22% | −38−0.7% | Reduced |
| Lewis Capital Management, LLC | 5,269 | $731.0K | 1.04% | −32−0.6% | Reduced |
| Echo Street Capital Management LLC | 5,188 | $719.0K | 0.01% | +3,502+207.7% | Added |
| Boyar Asset Management Inc. | 5,167 | $716.0K | 0.59% | −701−11.9% | Reduced |
| 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 |
| KRS Capital Management, LLC | 5,151 | $714.0K | 1.02% | +104+2.1% | Added |
| Souders Financial Advisors | 5,126 | $711.0K | 0.20% | +5,126 | New |
| Global Retirement Partners, LLC | 5,120 | $710.0K | 0.06% | −58−1.1% | Reduced |
| S.A. Mason LLC | 5,100 | $707.0K | 0.52% | +10.0% | Added |
| Ervin Investment Management, LLC | 5,065 | $706.0K | 0.66% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,064 | $702.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 5,047 | $699.0K | 0.03% | +351+7.5% | Added |
| Sage Rhino Capital LLC | 5,031 | $697.0K | 0.27% | +125+2.5% | Added |
| 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 |
| 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 |
| 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 |
| Ellis Investment Partners, LLC | 4,966 | $688.0K | 0.18% | +515+11.6% | 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 |
| Pflug Koory, LLC | 4,933 | $684.0K | 0.39% | +100+2.1% | Added |
| Graypoint LLC | 4,897 | $679.0K | 0.09% | −1,101−18.4% | Reduced |
| Saxon Interests, Inc. | 4,901 | $679.0K | 0.41% | +658+15.5% | Added |
| Profit Investment Management, LLC | 4,853 | $673.0K | 0.49% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 4,831 | $670.0K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 4,804 | $666.0K | 0.03% | −6,869−58.8% | Reduced |
| Ritholtz Wealth Management | 4,781 | $663.0K | 0.04% | −844−15.0% | Reduced |
| Bedel Financial Consulting, Inc. | 4,777 | $662.0K | 0.19% | −169−3.4% | Reduced |
| Meridian Wealth Management, LLC | 4,736 | $657.0K | 0.05% | +714+17.8% | Added |
| Tufton Capital Management | 4,735 | $656.0K | 0.12% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 4,719 | $654.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Aspiriant, LLC | 4,682 | $649.0K | 0.03% | −184−3.8% | Reduced |
| Sawtooth Solutions, LLC | 4,662 | $646.0K | 0.08% | +402+9.4% | 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 |
| Koshinski Asset Management, Inc. | 4,645 | $644.0K | 0.06% | +36+0.8% | Added |
| Radnor Capital Management, LLC | 4,635 | $643.0K | 0.18% | +460+11.0% | Added |
| 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 |
| 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 |
| 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 |
| Pearl River Capital, LLC | 4,578 | $635.0K | 0.15% | +4,578 | New |