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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 2,900 | $402.0K | 0.23% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,886 | $400.0K | 0.15% | +2,886 | New |
| Plancorp, LLC | 2,874 | $398.0K | 0.03% | −145−4.8% | Reduced |
| Pioneer Trust Bank N A | 2,865 | $397.0K | 0.13% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,852 | $395.0K | 0.12% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,850 | $395.0K | 0.39% | +176+6.6% | Added |
| MayTech Global Investments, LLC | 2,832 | $393.0K | 0.12% | 00.0% | Unchanged |
| Barings LLC | 2,818 | $391.0K | 0.01% | −1,327−32.0% | Reduced |
| Convergence Investment Partners, LLC | 2,821 | $391.0K | 0.24% | +1,236+78.0% | Added |
| Texas Yale Capital Corp. | 2,810 | $390.0K | 0.03% | −335−10.7% | Reduced |
| Outlook Wealth Advisors, LLC | 2,819 | $390.0K | 0.16% | +224+8.6% | Added |
| Marietta Investment Partners LLC | 2,800 | $388.0K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,800 | $388.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,072 | $388.0K | 0.12% | 00.0% | Unchanged |
| Tobam | 2,785 | $386.0K | 0.02% | +1,152+70.5% | Added |
| Matrix Asset Advisors Inc | 2,778 | $385.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,774 | $385.0K | 0.10% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,771 | $384.0K | 0.05% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,771 | $384.0K | 0.15% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,767 | $384.0K | 0.05% | +25+0.9% | Added |
| Bank Hapoalim BM | 2,760 | $383.0K | 0.05% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,754 | $382.0K | 0.04% | +64+2.4% | Added |
| Partners Group Holding AG | 2,739 | $380.0K | 0.02% | −399−12.7% | Reduced |
| Dynamic Advisor Solutions LLC | 2,728 | $378.0K | 0.03% | +161+6.3% | Added |
| HighTower Trust Services, LTA | 10,454 | $375.0K | 0.06% | +5,964+132.8% | Added |
| Claris Advisors, LLC | 2,708 | $375.0K | 0.41% | +10.0% | Added |
| Palisades Hudson Asset Management, L.P. | 2,698 | $374.0K | 0.21% | −302−10.1% | Reduced |
| Monetary Management Group Inc | 2,700 | $374.0K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,696 | $374.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,689 | $373.0K | 0.03% | −333−11.0% | Reduced |
| Garrison Asset Management, LLC | 2,681 | $372.0K | 0.25% | −55−2.0% | Reduced |
| Navis Wealth Advisors, LLC | 2,684 | $372.0K | 0.40% | +100+3.9% | Added |
| International Assets Investment Management, LLC | 2,675 | $371.0K | 0.07% | −855−24.2% | Reduced |
| Sierra Capital LLC | 2,676 | $371.0K | 0.07% | −33−1.2% | Reduced |
| Lake Street Financial LLC | 2,676 | $371.0K | 0.08% | +388+17.0% | Added |
| Hunter Associates Investment Management LLC | 2,667 | $370.0K | 0.09% | +249+10.3% | Added |
| SPC Financial, Inc. | 2,662 | $369.0K | 0.05% | +80+3.1% | Added |
| Kozak & Associates, Inc. | 2,658 | $369.0K | 0.25% | +7+0.3% | Added |
| Capital Analysts, LLC | 2,646 | $367.0K | 0.03% | +59+2.3% | Added |
| Chicago Partners Investment Group LLC | 2,385 | $367.0K | 0.03% | +88+3.8% | Added |
| Arkadios Wealth Advisors | 2,641 | $366.0K | 0.05% | −326−11.0% | Reduced |
| Roosevelt Investment Group LLC | 2,639 | $366.0K | 0.03% | +6+0.2% | Added |
| McLean Asset Management Corp | 2,643 | $365.0K | 0.15% | −17−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 2,626 | $364.0K | 0.13% | −357−12.0% | Reduced |
| Voya Financial Advisors, Inc. | 2,609 | $364.0K | 0.05% | −306−10.5% | Reduced |
| Ballast Advisors LLC | 2,625 | $364.0K | 0.16% | +4+0.2% | Added |
| Edgestream Partners, L.P. | 2,625 | $364.0K | 0.03% | +1,133+75.9% | Added |
| Paragon Capital Management Ltd | 2,612 | $362.0K | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,610 | $362.0K | 0.04% | +58+2.3% | Added |
| Webster Bank, N. A. | 2,598 | $360.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,594 | $360.0K | 0.20% | +2+0.1% | Added |
| Caerus Investment Advisors, LLC | 2,600 | $360.0K | 0.44% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,564 | $356.0K | 0.04% | −106−4.0% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $353.0K | 0.08% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,540 | $352.0K | 0.09% | −49−1.9% | Reduced |
| Round Hill Asset Management | 2,522 | $350.0K | 0.21% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,513 | $348.0K | 0.13% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $347.0K | 0.22% | −2,000−44.4% | Reduced |
| Harbour Investment Management LLC | 2,500 | $347.0K | 0.21% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $347.0K | 0.14% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 2,502 | $347.0K | 0.09% | +100+4.2% | Added |
| Paradigm Asset Management Co LLC | 2,500 | $346.6K | 0.11% | +2,500 | New |
| Focus Financial Network, Inc. | 2,488 | $346.2K | 0.03% | −70−2.7% | Reduced |
| Addison Capital Co | 2,494 | $346.0K | 0.20% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,497 | $346.0K | 0.14% | +85+3.5% | Added |
| Putnam Investments LLC | 2,489 | $345.0K | 0.00% | −45−1.8% | Reduced |
| Cornerstone Wealth Group, LLC | 2,480 | $344.0K | 0.07% | −56−2.2% | Reduced |
| Sippican Capital Advisors | 2,478 | $344.0K | 0.34% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,477 | $343.0K | 0.08% | −462−15.7% | Reduced |
| Bangor Savings Bank | 2,467 | $342.0K | 0.04% | +2,467 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $341.0K | 0.47% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,463 | $341.0K | 0.21% | +35+1.4% | Added |
| Means Investment Co., Inc. | 2,455 | $340.0K | 0.07% | −125−4.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $338.0K | 0.05% | −288−10.6% | Reduced |
| G&S Capital LLC | 2,440 | $338.0K | 0.20% | −9−0.4% | Reduced |
| JNBA Financial Advisors | 2,435 | $338.0K | 0.05% | +94+4.0% | Added |
| Wealth Architects, LLC | 2,423 | $336.0K | 0.07% | −38−1.5% | Reduced |
| Madison Asset Management, LLC | 2,419 | $335.0K | 0.01% | −409−14.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,419 | $335.0K | 0.09% | +2,419 | New |
| Tortoise Index Solutions, LLC | 2,410 | $334.0K | 0.06% | −38−1.6% | Reduced |
| Wittenberg Investment Management, Inc. | 2,410 | $334.0K | 0.14% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $334.0K | 0.06% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,400 | $333.0K | 0.07% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $333.0K | 0.01% | 00.0% | Unchanged |
| Farmer Steven Patrick | 2,400 | $333.0K | 0.01% | +2,400 | New |
| Founders Financial Alliance, LLC | 2,393 | $332.0K | 0.17% | +593+32.9% | Added |
| Sunburst Financial Group, LLC | 2,387 | $331.0K | 0.16% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,389 | $331.0K | 0.02% | +1,089+83.8% | Added |
| Northstar Asset Management LLC | 2,381 | $330.0K | 0.10% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,380 | $330.0K | 0.05% | +8+0.3% | Added |
| Silverlake Wealth Management LLC | 2,380 | $329.9K | 0.22% | +250+11.7% | Added |
| DFPG Investments, LLC | 2,310 | $329.0K | 0.14% | −500−17.8% | Reduced |
| Patten Group, Inc. | 2,330 | $329.0K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,366 | $328.0K | 0.08% | −31−1.3% | Reduced |
| Weaver Consulting Group | 2,356 | $327.0K | 0.18% | −260−9.9% | Reduced |
| Secure Asset Management, LLC | 2,359 | $327.0K | 0.18% | +2+0.1% | Added |
| Kenfarb & Co. | 1,750 | $327.0K | 0.26% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,353 | $326.0K | 0.01% | +6+0.3% | Added |
| Mechanics Bank Trust Department | 2,350 | $326.0K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,350 | $326.0K | 0.20% | 00.0% | Unchanged |