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 |
|---|---|---|---|---|---|
| Rock Creek Group, LP | 813 | $113.0K | 0.01% | +288+54.9% | Added |
| Kelly Financial Services LLC | 814 | $112.9K | 0.06% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 809 | $112.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 795 | $110.0K | 0.07% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 785 | $109.0K | 0.06% | +305+63.5% | Added |
| Covestor Ltd | 768 | $107.0K | 0.09% | −178−18.8% | Reduced |
| Endurance Wealth Management, Inc. | 763 | $106.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 747 | $104.0K | 0.12% | 00.0% | Unchanged |
| Archer Investment Corp | 750 | $104.0K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 740 | $103.0K | 0.03% | −128−14.7% | Reduced |
| EverSource Wealth Advisors, LLC | 745 | $103.0K | 0.03% | +334+81.3% | Added |
| Norway Savings Bank | 728 | $101.0K | 0.05% | −350−32.5% | Reduced |
| Versant Capital Management, Inc | 723 | $100.0K | 0.04% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 721 | $99.9K | 0.07% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 717 | $99.0K | 0.01% | −3−0.4% | Reduced |
| Cyrus J. Lawrence, LLC | 711 | $98.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $95.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 687 | $95.0K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 672 | $93.0K | 0.01% | +571+565.3% | Added |
| Logan Capital Management Inc | 665 | $92.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 658 | $91.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 648 | $90.0K | 0.03% | −518−44.4% | Reduced |
| Savior LLC | 624 | $86.0K | 0.08% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 619 | $86.0K | 0.07% | +619 | New |
| Money Concepts Capital Corp | 595 | $84.0K | 0.01% | −2,908−83.0% | Reduced |
| Ulland Investment Advisors, LLC | 600 | $83.0K | 0.08% | −50−7.7% | Reduced |
| TFC Financial Management | 591 | $82.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 588 | $82.0K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $79.0K | 0.06% | 00.0% | Unchanged |
| American National Bank | 570 | $79.0K | 0.02% | +570 | New |
| Dividend Assets Capital, LLC | 565 | $78.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $78.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 550 | $76.0K | 0.03% | +50+10.0% | Added |
| Raffa Wealth Management, LLC | 545 | $75.5K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 532 | $74.0K | 0.04% | −912−63.2% | Reduced |
| Charter Oak Capital Management, LLC | 528 | $73.0K | 0.01% | −90−14.6% | Reduced |
| Baystate Wealth Management LLC | 512 | $71.0K | 0.01% | +1+0.2% | Added |
| New Millennium Group LLC | 506 | $70.0K | 0.07% | +506 | New |
| Oxler Private Wealth LLC | 502 | $69.7K | 0.03% | +502 | New |
| Pittenger & Anderson Inc | 500 | $69.0K | 0.00% | −11,920−96.0% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $69.0K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 493 | $68.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 479 | $66.0K | 0.02% | −123−20.4% | Reduced |
| Johnson Financial Group, Inc. | 470 | $65.0K | 0.00% | −171−26.7% | Reduced |
| AlphaMark Advisors, LLC | 468 | $65.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 450 | $63.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 446 | $62.0K | 0.05% | −176−28.3% | Reduced |
| Jones Financial Companies LLLP | 447 | $62.0K | 0.00% | −140−23.9% | Reduced |
| Core Alternative Capital | 448 | $62.0K | 0.01% | −20−4.3% | Reduced |
| Pacific Center for Financial Services | 450 | $62.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 437 | $60.0K | 0.16% | +437 | New |
| Field & Main Bank | 423 | $59.0K | 0.04% | +23+5.8% | Added |
| West Paces Advisors Inc. | 421 | $58.4K | 0.02% | −16−3.7% | Reduced |
| Pinnacle Bancorp, Inc. | 420 | $58.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 412 | $57.0K | 0.03% | −150−26.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 403 | $56.0K | 0.01% | −173−30.0% | Reduced |
| Coastal Capital Group, Inc. | 406 | $56.0K | 0.02% | −88−17.8% | Reduced |
| Gleason Group, Inc. | 396 | $55.0K | 0.02% | +1+0.3% | Added |
| Lee Financial Co | 379 | $53.0K | 0.01% | −5−1.3% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $53.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 282 | $53.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 297 | $52.0K | 0.00% | +297 | New |
| Creative Financial Designs Inc | 372 | $52.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 375 | $52.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 359 | $50.0K | 0.03% | −740−67.3% | Reduced |
| Tacita Capital Inc | 360 | $50.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 361 | $50.0K | 0.02% | +20+5.9% | Added |
| TD Ameritrade Investment Management, LLC | 351 | $49.0K | 0.00% | −213−37.8% | Reduced |
| Castleview Partners, LLC | 957 | $48.9K | 0.05% | +575+150.5% | Added |
| Financial Connections Group, Inc. | 348 | $48.0K | 0.04% | +14+4.2% | Added |
| FAI Wealth Management | 340 | $47.0K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 326 | $45.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 325 | $45.0K | 0.03% | +325 | New |
| Professional Financial Advisors, LLC | 300 | $42.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 292 | $41.0K | 0.00% | −152−34.2% | Reduced |
| AllSquare Wealth Management LLC | 299 | $41.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 293 | $41.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 299 | $41.0K | 0.04% | +299 | New |
| Hoese & Co LLP | 280 | $39.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 260 | $36.0K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 251 | $35.0K | 0.01% | −21−7.7% | Reduced |
| Cranbrook Wealth Management, LLC | 256 | $35.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 250 | $35.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 243 | $34.0K | 0.02% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 245 | $34.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 238 | $33.0K | 0.01% | −78−24.7% | Reduced |
| Atlas Capital Advisors LLC | 234 | $32.4K | 0.01% | −9,093−97.5% | Reduced |
| Sound Income Strategies, LLC | 230 | $32.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 228 | $31.6K | 0.02% | +1+0.4% | Added |
| Heritage Wealth Management, LLC | 225 | $31.2K | 0.01% | −49−17.9% | Reduced |
| Clearview Wealth Advisors LLC | 225 | $31.0K | 0.02% | +1+0.4% | Added |
| Column Capital Advisors, LLC | 217 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 217 | $30.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 208 | $29.0K | 0.06% | +72+52.9% | Added |
| Bell Investment Advisors, Inc | 211 | $29.0K | 0.01% | +211 | New |
| Cedar Mountain Advisors, LLC | 199 | $28.0K | 0.01% | −28−12.3% | Reduced |
| First Personal Financial Services | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $28.0K | 0.02% | 00.0% | Unchanged |