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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 2,327 | $323.0K | 0.04% | +27+1.2% | Added |
| Quantitative Investment Management, LLC | 2,309 | $320.0K | 0.05% | −3,166−57.8% | Reduced |
| Cadent Capital Advisors, LLC | 2,309 | $320.0K | 0.19% | −614−21.0% | Reduced |
| Deseret Mutual Benefit Administrators | 2,305 | $320.0K | 0.07% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,303 | $319.0K | 0.46% | −157−6.4% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $319.0K | 0.24% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,304 | $319.0K | 0.62% | +46+2.0% | Added |
| Benedetti & Gucer, Inc. | 2,288 | $318.0K | 0.22% | −250−9.9% | Reduced |
| HFG Advisors, Inc. | 2,292 | $318.0K | 0.43% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,294 | $318.0K | 0.08% | +10.0% | Added |
| Columbia Trust Co 01012016 | 2,289 | $318.0K | 0.17% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,293 | $318.0K | 0.08% | +1,219+113.5% | Added |
| Marino, Stram & Associates LLC | 2,288 | $317.0K | 0.11% | +265+13.1% | Added |
| Missouri Trust & Investment Co | 2,279 | $316.0K | 0.21% | +95+4.3% | Added |
| Geller Advisors LLC | 2,267 | $315.0K | 0.07% | −97−4.1% | Reduced |
| Princeton Global Asset Management LLC | 2,267 | $314.0K | 0.10% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $313.0K | 0.16% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,252 | $312.0K | 0.18% | −7−0.3% | Reduced |
| Financial Advisors, LLC | 2,240 | $311.0K | 0.11% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,240 | $310.0K | 0.18% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,238 | $310.0K | 0.17% | +69+3.2% | Added |
| Mirabella Financial Services LLP | 2,234 | $310.0K | 0.03% | +2,234 | New |
| Waters Parkerson & Co., LLC | 2,228 | $309.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,226 | $309.0K | 0.05% | +636+40.0% | Added |
| 55I, LLC | 2,227 | $309.0K | 0.01% | +2,227 | New |
| Guardian Wealth Advisors, LLC | 2,223 | $309.0K | 0.06% | +2,223 | New |
| Strategic Blueprint, LLC | 2,224 | $308.0K | 0.04% | −35−1.5% | Reduced |
| Aberdeen Wealth Management LLC | 2,221 | $308.0K | 0.24% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,212 | $307.0K | 0.00% | −20,688−90.3% | Reduced |
| Charter Trust Co | 2,214 | $307.0K | 0.02% | −336−13.2% | Reduced |
| Central Bank & Trust Co | 2,197 | $305.0K | 0.06% | −115−5.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,992 | $305.0K | 0.08% | +145+7.9% | Added |
| Pettyjohn, Wood & White, Inc | 2,203 | $305.0K | 0.07% | +806+57.7% | Added |
| Pinnacle Private Wealth, LLC | 2,192 | $304.0K | 0.12% | −189−7.9% | Reduced |
| MidWestOne Financial Group, Inc. | 2,186 | $303.0K | 0.07% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,174 | $303.0K | 0.04% | +89+4.3% | Added |
| Sittner & Nelson, LLC | 2,165 | $300.0K | 0.20% | +476+28.2% | Added |
| Level Four Advisory Services, LLC | 2,154 | $299.0K | 0.03% | −97−4.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,157 | $299.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,155 | $299.0K | 0.05% | +44+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 2,159 | $299.0K | 0.03% | +2,159 | New |
| Aprio Wealth Management, LLC | 2,157 | $299.0K | 0.12% | +2,157 | New |
| Harbor Investment Advisory, LLC | 2,150 | $298.0K | 0.05% | −18−0.8% | Reduced |
| 9258 Wealth Management, LLC | 2,151 | $298.0K | 0.08% | +5+0.2% | Added |
| Greylin Investment Mangement Inc | 2,150 | $298.0K | 0.06% | +100+4.9% | Added |
| Prelude Capital Management, LLC | 2,153 | $298.0K | 0.01% | +2,153 | New |
| Blume Capital Management, Inc. | 2,146 | $297.0K | 0.12% | +483+29.0% | Added |
| Yarbrough Capital, LLC | 2,132 | $296.0K | 0.02% | −615−22.4% | Reduced |
| Hamilton Capital, LLC | 2,129 | $295.0K | 0.02% | +57+2.8% | Added |
| Mizuho Markets Cayman LP | 2,130 | $295.0K | 0.05% | +2,130 | New |
| Citizens National Bank Trust Department | 2,120 | $294.0K | 0.08% | +185+9.6% | Added |
| Wealth Dimensions Group, Ltd. | 2,112 | $293.0K | 0.14% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,105 | $292.0K | 0.02% | −17−0.8% | Reduced |
| HC Advisors, LLC | 2,108 | $292.0K | 0.21% | +10.0% | Added |
| Triumph Capital Management | 2,098 | $291.0K | 0.15% | +58+2.8% | Added |
| Tiemann Investment Advisors, LLC | 2,099 | $291.0K | 0.16% | +100+5.0% | Added |
| E&G Advisors, LP | 2,100 | $291.0K | 0.10% | +850+68.0% | Added |
| Thomasville National Bank | 2,089 | $290.0K | 0.03% | −440−17.4% | Reduced |
| StrategIQ Financial Group, LLC | 2,095 | $290.0K | 0.04% | −47−2.2% | Reduced |
| Delta Investment Management, LLC | 2,095 | $290.0K | 0.13% | 00.0% | Unchanged |
| Essex Savings Bank | 2,081 | $289.0K | 0.11% | −39−1.8% | Reduced |
| Port Capital LLC | 2,071 | $287.0K | 0.02% | +207+11.1% | Added |
| Industrial Alliance Investment Management Inc. | 2,060 | $286.0K | 0.01% | +2,060 | New |
| Whitener Capital Management, Inc. | 2,060 | $285.0K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,056 | $285.0K | 0.04% | +10.0% | Added |
| Strategy Asset Managers LLC | 2,047 | $284.0K | 0.09% | −289−12.4% | Reduced |
| Pacitti Group Inc. | 2,052 | $284.0K | 0.22% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $284.0K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 2,039 | $283.0K | 0.04% | −674−24.8% | Reduced |
| Keudell/Morrison Wealth Management | 2,040 | $283.0K | 0.10% | −45−2.2% | Reduced |
| Waddell & Associates, LLC | 2,043 | $283.0K | 0.06% | 00.0% | Unchanged |
| First National Bank | 2,037 | $282.0K | 0.27% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,034 | $282.0K | 0.02% | +117+6.1% | Added |
| Patton Albertson Miller Group, LLC | 2,020 | $280.0K | 0.06% | −250−11.0% | Reduced |
| Physicians Financial Services, Inc. | 2,020 | $280.0K | 0.12% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,011 | $279.0K | 0.10% | +2,011 | New |
| Sageworth Trust Co | 2,010 | $279.0K | 0.02% | +2,010 | New |
| PDS Planning, Inc | 2,008 | $278.0K | 0.05% | +141+7.6% | Added |
| Aire Advisors, LLC | 2,020 | $278.0K | 0.10% | +2,020 | New |
| Brandywine Oak Private Wealth LLC | 2,000 | $277.0K | 0.04% | −303−13.2% | Reduced |
| Great Diamond Partners, LLC | 2,001 | $277.0K | 0.09% | −131−6.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $277.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $277.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $277.0K | 0.27% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,989 | $276.0K | 0.09% | +1,874+1,629.6% | Added |
| Campbell & CO Investment Adviser LLC | 1,987 | $275.0K | 0.07% | +1,987 | New |
| Kore Private Wealth LLC | 1,978 | $274.0K | 0.04% | −82−4.0% | Reduced |
| Glassman Wealth Services | 1,968 | $273.0K | 0.06% | −51−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $273.0K | 0.25% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,968 | $273.0K | 0.15% | +158+8.7% | Added |
| Dearborn Partners LLC | 1,964 | $272.0K | 0.01% | +1+0.1% | Added |
| My Legacy Advisors, LLC | 1,932 | $272.0K | 0.14% | +22+1.2% | Added |
| Fairbanks Capital Management, Inc. | 1,952 | $271.0K | 0.24% | −283−12.7% | Reduced |
| CPWM, LLC | 1,957 | $271.0K | 0.02% | +399+25.6% | Added |
| Terra Nova Asset Management LLC | 1,952 | $271.0K | 0.30% | +752+62.7% | Added |
| Alpha Cubed Investments, LLC | 1,948 | $270.0K | 0.02% | −318−14.0% | Reduced |
| Davidson Trust Co | 1,948 | $270.0K | 0.24% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,939 | $270.0K | 0.02% | +1,939 | New |
| Edmond de Rothschild Holding S.A. | 1,940 | $269.0K | 0.01% | −208−9.7% | Reduced |
| Allen Investment Management LLC | 1,941 | $269.0K | 0.00% | 00.0% | Unchanged |