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 |
|---|---|---|---|---|---|
| Timber Creek Capital Management LLC | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 195 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 184 | $26.0K | 0.02% | −54−22.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 190 | $26.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 187 | $25.9K | 0.01% | +19+11.3% | Added |
| First PREMIER Bank | 180 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 171 | $24.0K | 0.00% | −532−75.7% | Reduced |
| Annapolis Financial Services, LLC | 170 | $24.0K | 0.01% | +1+0.6% | Added |
| Tilia Fiduciary Partners, Inc. | 166 | $23.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 160 | $22.0K | 0.01% | −68−29.8% | Reduced |
| Rise Advisors, LLC | 158 | $22.0K | 0.02% | +1+0.6% | Added |
| Tradewinds Capital Management, LLC | 150 | $21.0K | 0.01% | −558−78.8% | Reduced |
| GeoWealth Management, LLC | 158 | $21.0K | 0.00% | −53−25.1% | Reduced |
| Tyler-Stone Wealth Management | 155 | $21.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 146 | $20.0K | 0.01% | −142−49.3% | Reduced |
| Capital Advisors, Ltd. LLC | 141 | $20.0K | 0.00% | −11−7.2% | Reduced |
| Credential Qtrade Securities Inc. | 143 | $19.8K | 0.00% | −2,135−93.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 137 | $19.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 136 | $19.0K | 0.01% | +136 | New |
| Advocacy Wealth Management Services, LLC | 133 | $18.0K | 0.00% | −31−18.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 131 | $18.0K | 0.01% | −15−10.3% | Reduced |
| America First Investment Advisors, LLC | 120 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 105 | $15.0K | 0.00% | −1,750−94.3% | Reduced |
| Bray Capital Advisors | 108 | $15.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 100 | $14.0K | 0.02% | −26−20.6% | Reduced |
| Iron Horse Wealth Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 98 | $14.0K | 0.01% | +23+30.7% | Added |
| GW&K Investment Management, LLC | 83 | $12.0K | 0.00% | +32+62.7% | Added |
| HC Financial Advisors Inc | 85 | $12.0K | 0.01% | +85 | New |
| DB Wealth Management Group, LLC | 78 | $11.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 67 | $9.29K | 0.00% | −155−69.8% | Reduced |
| Corbenic Partners LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 59 | $8.00K | 0.00% | −171−74.3% | Reduced |
| JJJ Advisors Inc. | 55 | $8.00K | 0.00% | −6−9.8% | Reduced |
| Advanced Research Investment Solutions, LLC | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 55 | $8.00K | 0.00% | +4+7.8% | Added |
| Activest Wealth Management | 56 | $8.00K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 42 | $7.00K | 0.00% | +42 | New |
| Horrell Capital Management, Inc. | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 39 | $6.00K | 0.00% | −1−2.5% | Reduced |
| Curi Capital | 33 | $5.00K | 0.00% | −91−73.4% | Reduced |
| Carolinas Wealth Consulting LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 42 | $5.00K | 0.00% | +42 | New |
| Halpern Financial, Inc. | 36 | $4.99K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 21 | $3.00K | 0.00% | +21 | New |
| RWM Asset Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Tevis Investment Management | 20 | $3.00K | 0.00% | +20 | New |
| BOK Financial Private Wealth, Inc. | 14 | $2.00K | 0.00% | −2,688−99.5% | Reduced |
| Focused Wealth Management, Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Burleson & Company, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Heritage Financial Services, LLC | 7 | $0 | 0.00% | +7 | New |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5,699 | – | – | −1,968−25.7% | Reduced |
| SRB Corp | 0 | $0 | 0.00% | −7,694−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −400,612−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −348,500−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −335,073−100.0% | Sold out |
| 140 Summer Partners LP | 0 | $0 | 0.00% | −320,700−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −148,027−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −144,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −125,175−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −88,476−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −81,732−100.0% | Sold out |
| Claar Advisors LLC | 0 | $0 | 0.00% | −47,850−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −42,863−100.0% | Sold out |
| WESPAC Advisors SoCal, LLC | 0 | $0 | 0.00% | −41,945−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −39,156−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,322−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −35,152−100.0% | Sold out |
| Leonard Green & Partners, L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −24,769−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −21,708−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −18,699−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −16,441−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −15,569−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −15,130−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −11,456−100.0% | Sold out |