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 |
|---|---|---|---|---|---|
| 626 Financial, LLC | 3,665 | $509.0K | 0.39% | +101+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 3,666 | $508.0K | 0.15% | +150+4.3% | Added |
| Gitterman Wealth Management, LLC | 3,648 | $506.0K | 0.47% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,631 | $505.0K | 0.02% | −142−3.8% | Reduced |
| LGL Partners, LLC | 3,638 | $504.0K | 0.08% | +2+0.1% | Added |
| Bath Savings Trust Co | 3,622 | $502.0K | 0.07% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,624 | $502.0K | 0.33% | +335+10.2% | Added |
| Henshaw Capital LLC | 3,601 | $499.2K | 0.03% | +730+25.4% | Added |
| Saybrook Capital | 3,600 | $499.0K | 0.16% | 00.0% | Unchanged |
| QVR LLC | 3,602 | $499.0K | 0.40% | +3,602 | New |
| Philadelphia Trust Co | 3,595 | $498.0K | 0.05% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,595 | $498.0K | 0.44% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 3,586 | $497.0K | 0.12% | −202−5.3% | Reduced |
| Mizuho Securities USA LLC | 3,584 | $497.0K | 0.08% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,575 | $496.0K | 0.07% | −25−0.7% | Reduced |
| Sigma Investment Counselors Inc | 3,561 | $494.0K | 0.04% | +34+1.0% | Added |
| Summit X, LLC | 3,550 | $492.0K | 0.14% | +15+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 3,545 | $491.0K | 0.08% | 00.0% | Unchanged |
| US Asset Management LLC | 3,540 | $491.0K | 0.54% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $491.0K | 0.19% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,527 | $489.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,531 | $489.0K | 0.12% | +59+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 3,517 | $488.0K | 0.02% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 3,515 | $487.0K | 0.34% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,505 | $485.0K | 0.03% | −52−1.5% | Reduced |
| First National Bank of Hutchinson | 3,501 | $485.0K | 0.36% | +7+0.2% | Added |
| St. James Investment Advisors, LLC | 3,492 | $484.0K | 0.98% | −10,842−75.6% | Reduced |
| VeraBank, N.A. | 3,468 | $481.0K | 0.28% | −185−5.1% | Reduced |
| Summit Financial Group Inc | 3,450 | $478.0K | 0.18% | 00.0% | Unchanged |
| Allworth Financial LP | 3,439 | $477.0K | 0.01% | −662−16.1% | Reduced |
| Defined Wealth Management, LLC | 3,444 | $477.0K | 0.49% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,438 | $477.0K | 0.19% | +2,125+161.8% | Added |
| Horizon Wealth Management, LLC | 3,428 | $475.0K | 0.20% | −53−1.5% | Reduced |
| Bristol John W & Co Inc | 3,420 | $474.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,405 | $472.0K | 0.37% | +13+0.4% | Added |
| Archford Capital Strategies, LLC | 3,397 | $471.0K | 0.12% | +940+38.3% | Added |
| Magnus Financial Group LLC | 3,388 | $470.0K | 0.09% | +272+8.7% | Added |
| Ninety One SA (PTY) Ltd | 3,430 | $470.0K | 0.17% | +3,430 | New |
| Prospera Financial Services Inc | 3,375 | $469.0K | 0.02% | −1,232−26.7% | Reduced |
| Integrated Advisors Network LLC | 3,382 | $469.0K | 0.03% | +982+40.9% | Added |
| Hartford Financial Management Inc. | 3,362 | $466.0K | 0.13% | 00.0% | Unchanged |
| Barton Investment Management | 3,360 | $466.0K | 0.09% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,348 | $464.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,133 | $464.0K | 0.34% | +192+6.5% | Added |
| Ronald Blue Trust, Inc. | 2,481 | $464.0K | 0.01% | +2,481 | New |
| SignalPoint Asset Management, LLC | 3,311 | $459.0K | 0.17% | −5−0.2% | Reduced |
| Abbrea Capital, LLC | 3,294 | $458.0K | 0.08% | +100+3.1% | Added |
| Solidarilty Wealth, LLC | 2,975 | $458.0K | 0.25% | +1,200+67.6% | Added |
| Borer Denton & Associates, Inc. | 3,295 | $456.8K | 0.22% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,280 | $455.0K | 0.01% | −1,110−25.3% | Reduced |
| Private Ocean, LLC | 3,286 | $455.0K | 0.07% | −4−0.1% | Reduced |
| DRW Securities, LLC | 3,269 | $453.0K | 0.12% | +1,944+146.7% | Added |
| Aspen Investment Management Inc | 3,258 | $452.0K | 0.28% | −30−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 3,261 | $452.0K | 0.25% | +79+2.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,255 | $451.0K | 0.15% | +75+2.4% | Added |
| Doliver Advisors, LP | 3,240 | $449.0K | 0.16% | −100−3.0% | Reduced |
| BSW Wealth Partners | 3,231 | $448.0K | 0.11% | −316−8.9% | Reduced |
| BTR Capital Management Inc | 3,217 | $447.0K | 0.06% | −75−2.3% | Reduced |
| Mezzasalma Advisors, LLC | 3,225 | $447.0K | 0.38% | +208+6.9% | Added |
| FirstPurpose Wealth LLC | 3,207 | $445.0K | 0.30% | +207+6.9% | Added |
| Factorial Partners, LLC | 3,200 | $444.0K | 0.36% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,195 | $443.0K | 0.19% | −207−6.1% | Reduced |
| First Western Trust Bank | 3,163 | $441.0K | 0.03% | −124−3.8% | Reduced |
| Cornerstone Wealth Management, LLC | 3,177 | $440.0K | 0.05% | +422+15.3% | Added |
| Ashton Thomas Private Wealth, LLC | 3,169 | $439.3K | 0.05% | −39−1.2% | Reduced |
| Cipher Capital LP | 3,170 | $439.0K | 0.10% | +3,170 | New |
| Hoylecohen, LLC | 3,134 | $434.0K | 0.05% | −381−10.8% | Reduced |
| Clean Yield Group | 3,132 | $434.0K | 0.18% | −100−3.1% | Reduced |
| RMB Capital Management, LLC | 3,131 | $434.0K | 0.01% | +92+3.0% | Added |
| Aft, Forsyth & Company, Inc. | 3,116 | $432.0K | 0.35% | +30+1.0% | Added |
| Buckley Wealth Management, LLC | 3,108 | $431.0K | 0.14% | −31−1.0% | Reduced |
| Herold Advisors, Inc. | 3,100 | $429.0K | 0.19% | +100+3.3% | Added |
| Altfest L J & Co Inc | 3,081 | $427.0K | 0.08% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,042 | $427.0K | 0.09% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,069 | $425.0K | 0.05% | −6−0.2% | Reduced |
| NorthRock Partners, LLC | 3,060 | $424.0K | 0.04% | −683−18.2% | Reduced |
| Shufro Rose & Co LLC | 3,061 | $424.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,062 | $424.0K | 0.04% | +226+8.0% | Added |
| Virtu Financial LLC | 3,062 | $424.0K | 0.04% | +3,062 | New |
| Acima Private Wealth, LLC | 3,057 | $423.8K | 0.21% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,054 | $423.0K | 0.04% | +13+0.4% | Added |
| Great Valley Advisor Group, Inc. | 3,036 | $421.0K | 0.02% | +1,032+51.5% | Added |
| JLB & Associates Inc | 3,025 | $419.0K | 0.07% | +468+18.3% | Added |
| KC Investment Advisors, LLC | 3,007 | $417.0K | 0.35% | +307+11.4% | Added |
| Congress Wealth Management LLC | 3,002 | $416.0K | 0.01% | −66−2.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $416.0K | 0.18% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $416.0K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 3,000 | $416.0K | 0.21% | +3,000 | New |
| Legacy Wealth Management, LLC | 3,000 | $415.9K | 0.25% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,992 | $415.0K | 0.02% | +420+16.3% | Added |
| WMS Partners, LLC | 2,962 | $411.0K | 0.06% | +48+1.6% | Added |
| Athena Investment Management | 2,965 | $411.0K | 0.32% | +1,000+50.9% | Added |
| Asset Management Corp | 2,960 | $410.0K | 0.31% | +2+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,954 | $410.0K | 0.09% | +86+3.0% | Added |
| ERn Financial, LLC | 2,945 | $408.0K | 0.10% | −85−2.8% | Reduced |
| Maryland Capital Management | 2,944 | $408.0K | 0.03% | −80−2.6% | Reduced |
| Eagle Ridge Investment Management | 2,939 | $407.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,910 | $403.0K | 0.11% | −200−6.4% | Reduced |
| Stonebridge Capital Management Inc | 2,900 | $402.0K | 0.18% | −440−13.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,889 | $402.0K | 0.17% | −225−7.2% | Reduced |