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 |
|---|---|---|---|---|---|
| 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 |
| Symphony Financial, Ltd. Co. | 4,490 | $626.0K | 0.19% | +307+7.3% | Added |
| Balentine LLC | 4,510 | $625.0K | 0.02% | −1,544−25.5% | Reduced |
| Laurion Capital Management LP | 4,495 | $623.0K | 0.03% | −94−2.0% | Reduced |
| First Foundation Advisors | 4,480 | $621.0K | 0.03% | −423−8.6% | Reduced |
| Stevens Capital Management LP | 4,468 | $619.0K | 0.43% | −147−3.2% | 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 |
| Sun Life Financial INC | 4,419 | $614.0K | 0.05% | −184−4.0% | Reduced |
| Basepoint Wealth LLC | 4,416 | $612.2K | 0.64% | −266−5.7% | Reduced |
| Alhambra Investment Partners LLC | 4,418 | $612.0K | 0.44% | 00.0% | Unchanged |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 4,382 | $607.0K | 0.27% | +86+2.0% | Added |
| GFG Capital, LLC | 4,375 | $606.0K | 0.18% | +8+0.2% | Added |
| 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 |
| Atlas Brown,Inc. | 4,353 | $603.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| YorkBridge Wealth Partners, LLC | 4,312 | $598.0K | 0.16% | −10−0.2% | Reduced |
| 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 |
| 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 |
| Kovack Advisors, Inc. | 4,286 | $594.0K | 0.08% | −192−4.3% | Reduced |
| Evermay Wealth Management LLC | 4,261 | $593.0K | 0.12% | −350−7.6% | Reduced |
| Estabrook Capital Management | 4,274 | $592.5K | 0.10% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,212 | $592.0K | 0.08% | +10.0% | 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 |
| 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 |
| KB Financial Partners, LLC | 4,235 | $587.0K | 0.20% | −514−10.8% | Reduced |
| Wellington Shields & Co., LLC | 4,220 | $585.0K | 0.14% | −6,720−61.4% | 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 |
| Legacy Advisors, LLC | 4,188 | $581.0K | 0.12% | −852−16.9% | 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 |
| Equitable Holdings, Inc. | 4,172 | $578.0K | 0.01% | −284−6.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,140 | $574.0K | 0.05% | −2,100−33.7% | Reduced |
| Hills Bank & Trust Co | 4,133 | $573.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Salem Investment Counselors Inc | 4,080 | $568.0K | 0.03% | +658+19.2% | Added |
| Centerpoint Advisors, LLC | 4,069 | $564.0K | 0.29% | +10+0.2% | Added |
| Laurel Wealth Advisors, Inc. | 4,066 | $563.0K | 0.06% | −322−7.3% | Reduced |
| 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 |
| Marcum Wealth, LLC | 4,037 | $560.0K | 0.08% | +1,735+75.4% | Added |
| Baldwin Investment Management, LLC | 4,001 | $555.0K | 0.19% | +21+0.5% | 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 |
| 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 |
| Perpetual Investment Management Ltd | 3,979 | $552.0K | 0.08% | −177−4.3% | Reduced |
| B. Riley Wealth Management, Inc. | 3,970 | $550.0K | 0.05% | +529+15.4% | 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 |
| 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 |
| Oakworth Capital, Inc. | 3,940 | $546.0K | 0.05% | −72−1.8% | Reduced |
| Platform Technology Partners | 3,934 | $545.0K | 0.30% | +38+1.0% | Added |
| Venturi Wealth Management, LLC | 3,914 | $543.0K | 0.05% | −1,500−27.7% | Reduced |
| 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 |
| RB Capital Management, LLC | 3,897 | $540.0K | 0.20% | +114+3.0% | Added |
| First Affirmative Financial Network | 3,861 | $535.0K | 0.61% | −97−2.5% | Reduced |
| Culbertson A N & Co Inc | 3,865 | $535.0K | 0.12% | 00.0% | Unchanged |
| Somerville Kurt F | 3,825 | $530.0K | 0.10% | −200−5.0% | Reduced |
| Transform Wealth, LLC | 3,804 | $529.0K | 0.08% | +108+2.9% | Added |
| Richwood Investment Advisors, LLC | 3,802 | $527.0K | 0.53% | +120+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 3,805 | $527.0K | 0.02% | +842+28.4% | Added |
| Benin Management CORP | 3,797 | $526.0K | 0.20% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,806 | $526.0K | 0.02% | +850+28.8% | Added |
| Merrion Investment Management Co, LLC | 3,781 | $524.0K | 0.51% | −110−2.8% | Reduced |
| Tompkins Financial Corp | 3,776 | $524.0K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,767 | $522.0K | 0.04% | −700−15.7% | Reduced |
| Verus Capital Partners, LLC | 3,788 | $522.0K | 0.10% | −520−12.1% | Reduced |
| Farmers & Merchants Investments Inc | 3,769 | $522.0K | 0.02% | 00.0% | Unchanged |
| Twin Capital Management Inc | 3,756 | $521.0K | 0.07% | −40−1.1% | Reduced |
| Aries Wealth Management | 3,756 | $521.0K | 0.24% | +3,756 | New |
| Sutton Wealth Advisors Inc. | 3,737 | $518.0K | 0.21% | −19−0.5% | Reduced |
| First City Capital Management, Inc. | 3,736 | $518.0K | 0.32% | −30−0.8% | Reduced |
| Cadence Bank NA | 3,725 | $517.0K | 0.17% | +39+1.1% | Added |
| Bellwether Advisors, LLC | 3,723 | $516.0K | 0.17% | +2,857+329.9% | Added |
| CoreFirst Bank & Trust | 3,716 | $515.0K | 0.41% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,718 | $515.0K | 0.18% | +20+0.5% | Added |
| Intersect Capital LLC | 3,712 | $515.0K | 0.16% | +28+0.8% | Added |
| BancorpSouth Bank | 3,707 | $514.0K | 0.07% | −251−6.3% | Reduced |
| Optas, LLC | 3,727 | $514.0K | 0.21% | +322+9.5% | Added |
| Financial Management Network Inc | 3,647 | $512.0K | 0.27% | +110+3.1% | Added |
| Wedmont Private Capital | 3,688 | $511.0K | 0.11% | +653+21.5% | Added |
| SeaCrest Wealth Management, LLC | 3,676 | $510.0K | 0.06% | −83−2.2% | Reduced |