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 |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 1,610 | $224.0K | 0.17% | −1,073−40.0% | Reduced |
| Hemington Wealth Management | 1,614 | $224.0K | 0.09% | −35−2.1% | Reduced |
| Heritage Investment Group, Inc. | 1,619 | $224.0K | 0.13% | −23−1.4% | Reduced |
| Windsor Group LTD | 1,617 | $223.0K | 0.06% | −792−32.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,612 | $223.0K | 0.06% | 00.0% | Unchanged |
| Schubert & Co | 1,607 | $223.0K | 0.21% | +24+1.5% | Added |
| Corrigan Financial, Inc. | 1,603 | $222.2K | 0.08% | +2+0.1% | Added |
| Puzo Michael J | 1,600 | $222.0K | 0.08% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $222.0K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,602 | $222.0K | 0.02% | +122+8.2% | Added |
| Solitude Financial Services | 1,601 | $222.0K | 0.16% | +420+35.6% | Added |
| CTC Capital Management, LLC | 1,600 | $222.0K | 0.24% | +1,600 | New |
| Smith, Moore & Co. | 1,597 | $221.0K | 0.03% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,593 | $221.0K | 0.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,591 | $221.0K | 0.02% | +8+0.5% | Added |
| Independent Solutions Wealth Management, LLC | 1,590 | $220.4K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,584 | $220.4K | 0.03% | +98+6.6% | Added |
| Accel Wealth Management | 1,538 | $219.0K | 0.13% | −96−5.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $219.0K | 0.10% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,581 | $219.0K | 0.03% | +166+11.7% | Added |
| Journey Strategic Wealth LLC | 1,570 | $218.0K | 0.03% | −671−29.9% | Reduced |
| Acorn Wealth Advisors, LLC | 1,576 | $218.0K | 0.17% | +1+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,575 | $218.0K | 0.04% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 1,566 | $217.0K | 0.19% | −85−5.1% | Reduced |
| Northwest Bancshares, Inc. | 1,569 | $217.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,565 | $217.0K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,563 | $217.0K | 0.05% | +58+3.9% | Added |
| Reliant Investment Management, LLC | 1,556 | $216.0K | 0.15% | −30−1.9% | Reduced |
| Financial Architects, Inc | 1,561 | $216.0K | 0.27% | +35+2.3% | Added |
| Two Sigma Securities, LLC | 1,551 | $215.0K | 0.04% | −12,042−88.6% | Reduced |
| TCWP LLC | 1,550 | $214.0K | 0.05% | +785+102.6% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $213.0K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,536 | $213.0K | 0.15% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,532 | $212.0K | 0.15% | −254−14.2% | Reduced |
| Regal Investment Advisors LLC | 1,528 | $212.0K | 0.02% | +1,528 | New |
| Lafayette Investments, Inc. | 1,524 | $211.0K | 0.06% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,520 | $211.0K | 0.09% | +3+0.2% | Added |
| Forte Capital LLC | 1,515 | $210.0K | 0.04% | +253+20.0% | Added |
| Probity Advisors, Inc. | 1,506 | $209.0K | 0.05% | −15−1.0% | Reduced |
| Enterprise Financial Services Corp | 1,507 | $209.0K | 0.04% | +45+3.1% | Added |
| Latitude Advisors, LLC | 1,500 | $208.0K | 0.19% | −2,838−65.4% | Reduced |
| Violich Capital Management, Inc. | 1,500 | $208.0K | 0.04% | −1,500−50.0% | Reduced |
| KCS Wealth Advisory | 1,500 | $208.0K | 0.09% | −38−2.5% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $208.0K | 0.14% | −30−2.0% | Reduced |
| Professional Advisory Services Inc | 1,500 | $208.0K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,499 | $208.0K | 0.07% | +25+1.7% | Added |
| Weybosset Research & Management LLC | 1,500 | $208.0K | 0.10% | +1,500 | New |
| Parametrica Management Ltd | 1,506 | $208.0K | 0.23% | +1,506 | New |
| Mengis Capital Management, Inc. | 1,500 | $207.0K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 1,491 | $207.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,496 | $207.0K | 0.03% | +33+2.3% | Added |
| Delta Asset Management LLC | 1,486 | $206.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 1,481 | $205.0K | 0.04% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,480 | $205.0K | 0.05% | +129+9.5% | Added |
| Global Trust Asset Management, LLC | 1,466 | $203.0K | 0.10% | +22+1.5% | Added |
| Davis R M Inc | 1,463 | $203.0K | 0.01% | +44+3.1% | Added |
| Peterson Wealth Services | 1,460 | $202.0K | 0.15% | −29−1.9% | Reduced |
| Hall Laurie J Trustee | 1,449 | $201.0K | 0.09% | −130−8.2% | Reduced |
| Motco | 1,445 | $201.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,453 | $201.0K | 0.09% | +25+1.8% | Added |
| Alan B. Lancz & Associates, Inc. | 1,300 | $200.0K | 0.20% | 00.0% | Unchanged |
| City State Bank | 1,433 | $199.0K | 0.14% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,430 | $198.0K | 0.12% | +20+1.4% | Added |
| Hexagon Capital Partners LLC | 1,412 | $196.0K | 0.06% | +89+6.7% | Added |
| Providence Capital Advisors, LLC | 1,377 | $192.0K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,380 | $191.0K | 0.00% | +35+2.6% | Added |
| Tortoise Investment Management, LLC | 1,355 | $188.0K | 0.04% | −50−3.6% | Reduced |
| Independence Bank of Kentucky | 1,330 | $184.0K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,323 | $183.0K | 0.03% | −80−5.7% | Reduced |
| Concord Wealth Partners | 1,279 | $177.0K | 0.05% | −3−0.2% | Reduced |
| Global Financial Private Client, LLC | 1,254 | $176.1K | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,266 | $175.0K | 0.02% | −30−2.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,210 | $170.0K | 0.06% | −300−19.9% | Reduced |
| Benjamin Edwards Inc | 1,206 | $167.0K | 0.05% | +131+12.2% | Added |
| Valley National Advisers Inc | 1,176 | $166.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,157 | $160.0K | 0.02% | −77−6.2% | Reduced |
| CNB Bank | 1,140 | $158.0K | 0.10% | −50−4.2% | Reduced |
| Financial Management Professionals, Inc. | 1,122 | $156.0K | 0.04% | +76+7.3% | Added |
| Raleigh Capital Management Inc. | 1,128 | $156.0K | 0.09% | +216+23.7% | Added |
| Truvestments Capital LLC | 1,108 | $154.0K | 0.09% | +1+0.1% | Added |
| Bank of New Hampshire | 1,075 | $149.0K | 0.04% | 00.0% | Unchanged |
| Surevest, LLC | 1,066 | $148.0K | 0.04% | +132+14.1% | Added |
| Wagner Wealth Management, LLC | 1,059 | $147.0K | 0.12% | −58−5.2% | Reduced |
| Key Financial Inc | 1,040 | $146.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,030 | $143.0K | 0.03% | +11+1.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,019 | $141.0K | 0.00% | +25+2.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $139.0K | 0.10% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $139.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 999 | $138.4K | 0.08% | +999 | New |
| Nomura Holdings Inc | 953 | $136.0K | 0.00% | −32,253−97.1% | Reduced |
| Pacer Advisors, Inc. | 971 | $135.0K | 0.00% | −30,614−96.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 949 | $132.0K | 0.08% | +20+2.2% | Added |
| CVA Family Office, LLC | 925 | $128.0K | 0.03% | −135−12.7% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 915 | $126.0K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 899 | $125.0K | 0.10% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $123.0K | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 865 | $120.0K | 0.09% | 00.0% | Unchanged |
| Sycomore Asset Management | 816 | $116.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 821 | $114.0K | 0.00% | +8+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 826 | $114.0K | 0.06% | +826 | New |