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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 1,941 | $269.0K | 0.03% | +112+6.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,942 | $269.0K | 0.03% | +65+3.5% | Added |
| Carmignac Gestion | 1,936 | $268.0K | 0.01% | −271−12.3% | Reduced |
| Independent Family Office, LLC | 1,932 | $268.0K | 0.24% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,925 | $267.0K | 0.03% | −47−2.4% | Reduced |
| Petrus Trust Company, LTA | 1,918 | $266.0K | 0.04% | +1,918 | New |
| LFS Asset Management | 1,916 | $266.0K | 0.22% | +1,916 | New |
| Zions Bancorporation, N.A. | 1,912 | $265.0K | 0.03% | +491+34.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,902 | $264.0K | 0.07% | −704−27.0% | Reduced |
| Desjardins Global Asset Management Inc. | 1,905 | $264.0K | 0.03% | −184−8.8% | Reduced |
| Windsor Capital Management, LLC | 1,901 | $263.0K | 0.09% | +1+0.1% | Added |
| Signature Wealth Management Partners, LLC | 1,896 | $263.0K | 0.27% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,903 | $263.0K | 0.01% | +715+60.2% | Added |
| Cairn Investment Group, Inc. | 1,900 | $263.0K | 0.20% | +1,900 | New |
| Trellis Advisors, LLC | 1,881 | $261.0K | 0.14% | +15+0.8% | Added |
| MEMBERS Trust Co | 1,880 | $261.0K | 0.01% | +173+10.1% | Added |
| Washington Trust Bank | 1,875 | $260.0K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,874 | $260.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,875 | $259.9K | 0.14% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,869 | $259.0K | 0.04% | −2,002−51.7% | Reduced |
| Resolute Financial, LLC | 1,868 | $259.0K | 0.23% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,862 | $258.1K | 0.25% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,863 | $258.0K | 0.07% | +1+0.1% | Added |
| Annex Advisory Services, LLC | 1,863 | $258.0K | 0.02% | +27+1.5% | Added |
| Traphagen Investment Advisors LLC | 1,060 | $257.8K | 0.05% | −399−27.3% | Reduced |
| Regatta Capital Group, LLC | 1,857 | $257.0K | 0.12% | −775−29.4% | Reduced |
| Canton Hathaway, LLC | 1,857 | $257.0K | 0.09% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,857 | $257.0K | 0.09% | +107+6.1% | Added |
| Ridgecrest Wealth Partners, LLC | 1,846 | $256.0K | 0.19% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,842 | $255.0K | 0.03% | 00.0% | Unchanged |
| Terry L. Blaker | 1,838 | $255.0K | 0.03% | +1,838 | New |
| Stockman Wealth Management, Inc. | 1,835 | $254.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,828 | $253.0K | 0.03% | −50−2.7% | Reduced |
| Keystone Financial Services | 1,666 | $253.0K | 0.14% | +53+3.3% | Added |
| Parsons Capital Management Inc | 1,817 | $252.0K | 0.02% | −150−7.6% | Reduced |
| Comerica Securities,inc. | 1,810 | $252.0K | 0.02% | +43+2.4% | Added |
| Stratos Wealth Advisors, LLC | 1,808 | $251.0K | 0.02% | +10+0.6% | Added |
| DSC Advisors, L.P. | 1,812 | $251.0K | 0.25% | +46+2.6% | Added |
| Northside Capital Management, LLC | 1,805 | $250.0K | 0.08% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,800 | $250.0K | 0.13% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,804 | $250.0K | 0.48% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,800 | $250.0K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,803 | $250.0K | 0.03% | +295+19.6% | Added |
| Buckingham Strategic Partners | 1,799 | $249.0K | 0.02% | +66+3.8% | Added |
| HCR Wealth Advisors | 1,775 | $247.0K | 0.05% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 1,782 | $247.0K | 0.12% | +600+50.8% | Added |
| LMCG Investments, LLC | 1,776 | $246.0K | 0.02% | −242−12.0% | Reduced |
| Highland Private Wealth Management | 1,772 | $245.0K | 0.04% | −166−8.6% | Reduced |
| Hantz Financial Services, Inc. | 1,764 | $245.0K | 0.01% | −141−7.4% | Reduced |
| Allred Capital Management, LLC | 1,769 | $245.0K | 0.15% | −128−6.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,771 | $245.0K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,765 | $245.0K | 0.10% | +12+0.7% | Added |
| LCNB Corp | 1,757 | $244.0K | 0.13% | +95+5.7% | Added |
| Wealthquest Corp | 1,762 | $244.0K | 0.04% | −2−0.1% | Reduced |
| Riverwater Partners LLC | 1,756 | $243.0K | 0.24% | +1,756 | New |
| Affinity Investment Advisors, LLC | 1,746 | $242.0K | 0.12% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,743 | $242.0K | 0.03% | +111+6.8% | Added |
| Dumont & Blake Investment Advisors LLC | 1,735 | $241.0K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 1,728 | $240.0K | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,733 | $240.0K | 0.18% | +368+27.0% | Added |
| IMPACTfolio, LLC | 1,722 | $239.0K | 0.23% | −8−0.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $239.0K | 0.01% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,719 | $238.0K | 0.01% | −515−23.1% | Reduced |
| ICA Group Wealth Management, LLC | 1,468 | $238.0K | 0.04% | +105+7.7% | Added |
| Private Portfolio Partners LLC | 1,713 | $237.6K | 0.07% | +10+0.6% | Added |
| Farmers National Bank | 1,712 | $237.3K | 0.09% | +500+41.3% | Added |
| Intercontinental Wealth Advisors, LLC | 1,708 | $237.0K | 0.06% | −2,403−58.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,702 | $236.0K | 0.03% | −12,951−88.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,700 | $236.0K | 0.02% | −200−10.5% | Reduced |
| Security National Bank of So Dak | 1,700 | $236.0K | 0.20% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 1,700 | $236.0K | 0.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,700 | $236.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,700 | $236.0K | 0.08% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,701 | $236.0K | 0.11% | +2+0.1% | Added |
| Blue Fin Capital, Inc. | 1,705 | $236.0K | 0.08% | +68+4.2% | Added |
| Semmax Financial Advisors Inc. | 1,456 | $236.0K | 0.10% | −107−6.8% | Reduced |
| Everhart Financial Group, Inc. | 1,695 | $235.0K | 0.14% | +251+17.4% | Added |
| Monticello Wealth Management, LLC | 1,686 | $234.0K | 0.03% | −582−25.7% | Reduced |
| Oxbow Advisors, LLC | 1,678 | $233.0K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,673 | $232.0K | 0.07% | 00.0% | Unchanged |
| Michael B. Yongue | 1,675 | $232.0K | 0.20% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,670 | $231.5K | 0.06% | −102−5.8% | Reduced |
| IPG Investment Advisors LLC | 1,663 | $231.0K | 0.06% | −4,760−74.1% | Reduced |
| Bahl & Gaynor Inc | 1,663 | $231.0K | 0.00% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,661 | $230.0K | 0.01% | +237+16.6% | Added |
| Mystic Asset Management, Inc. | 1,665 | $230.0K | 0.14% | +240+16.8% | Added |
| Rossmore Private Capital | 1,660 | $230.0K | 0.04% | +1,660 | New |
| Aaron Wealth Advisors | 1,656 | $229.0K | 0.06% | −236,395−99.3% | Reduced |
| Yorktown Management & Research Co Inc | 1,650 | $229.0K | 0.30% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,654 | $229.0K | 0.22% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,651 | $229.0K | 0.10% | +3+0.2% | Added |
| Skba Capital Management LLC | 1,650 | $229.0K | 0.05% | +100+6.5% | Added |
| Mayfair Advisory Group, LLC | 1,483 | $228.0K | 0.30% | +216+17.0% | Added |
| Hudock, Inc. | 1,641 | $227.0K | 0.08% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,630 | $226.0K | 0.03% | −150−8.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,635 | $226.0K | 0.07% | −104−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,627 | $226.0K | 0.01% | −43−2.6% | Reduced |
| Advisory Alpha, LLC | 1,626 | $226.0K | 0.02% | +1+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,630 | $226.0K | 0.27% | +21+1.3% | Added |
| Howe & Rusling Inc | 1,623 | $225.0K | 0.03% | +1,623 | New |