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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 25,189 | $3.49M | 1.22% | −9,380−27.1% | Reduced |
| Oppenheimer Asset Management Inc. | 25,125 | $3.48M | 0.06% | −5,024−16.7% | Reduced |
| Chicago Trust Co NA | 25,082 | $3.48M | 0.88% | +477+1.9% | Added |
| Bleichroeder LP | 25,000 | $3.47M | 0.72% | 00.0% | Unchanged |
| Univest Financial Corp | 25,007 | $3.47M | 1.13% | +108+0.4% | Added |
| Beacon Pointe Advisors, LLC | 24,683 | $3.43M | 0.07% | −9,177−27.1% | Reduced |
| National Bank of Canada | 24,468 | $3.41M | 0.02% | −3,939−13.9% | Reduced |
| Wellington Shields Capital Management, LLC | 24,390 | $3.38M | 0.42% | +6,350+35.2% | Added |
| Cresset Asset Management, LLC | 24,216 | $3.36M | 0.04% | +1,237+5.4% | Added |
| Concentric Wealth Management, LLC | 24,065 | $3.34M | 1.13% | −180−0.7% | Reduced |
| Overbrook Management Corp | 23,828 | $3.30M | 0.95% | −11,344−32.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.29M | 0.72% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 23,691 | $3.28M | 0.05% | +3,956+20.0% | Added |
| Kingfisher Capital LLC | 23,637 | $3.28M | 0.94% | +948+4.2% | Added |
| Steel Canyon Capital, LLC | 23,570 | $3.27M | 5.11% | +5,000+26.9% | Added |
| Park National Corp | 23,497 | $3.26M | 0.16% | −100.0% | Reduced |
| Ceera Investments, LLC | 23,491 | $3.26M | 1.86% | −15−0.1% | Reduced |
| Hancock Whitney Corp | 23,427 | $3.25M | 0.13% | −1,322−5.3% | Reduced |
| Advisor Partners LLC | 23,425 | $3.25M | 0.23% | −1,139−4.6% | Reduced |
| Regentatlantic Capital LLC | 23,421 | $3.25M | 0.11% | +60+0.3% | Added |
| Hutner Capital Management Inc | 23,390 | $3.24M | 2.13% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 23,337 | $3.23M | 0.05% | −46−0.2% | Reduced |
| Eqis Capital Management, Inc. | 23,307 | $3.23M | 0.34% | −1,418−5.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,204 | $3.22M | 0.27% | +16,452+243.7% | Added |
| Meiji Yasuda Life Insurance Co | 23,189 | $3.21M | 0.05% | +4,515+24.2% | Added |
| Verdence Capital Advisors LLC | 23,075 | $3.20M | 0.41% | −1,536−6.2% | Reduced |
| Castleark Management LLC | 22,975 | $3.19M | 0.17% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $3.18M | 0.42% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 22,899 | $3.17M | 2.13% | +5,459+31.3% | Added |
| Mitchell Capital Management Co | 22,890 | $3.17M | 0.89% | +820+3.7% | Added |
| Wetherby Asset Management Inc | 22,768 | $3.16M | 0.22% | +1,522+7.2% | Added |
| Sumitomo Life Insurance Co | 22,736 | $3.15M | 0.09% | +420+1.9% | Added |
| Front Barnett Associates LLC | 22,682 | $3.14M | 0.38% | −490−2.1% | Reduced |
| Chemistry Wealth Management LLC | 22,558 | $3.13M | 1.20% | −511−2.2% | Reduced |
| Next Level Private LLC | 22,558 | $3.13M | 1.20% | +20,407+948.7% | Added |
| United Services Automobile Association | 22,520 | $3.12M | 0.08% | +22,520 | New |
| Horizon Investments, LLC | 22,271 | $3.09M | 0.10% | +22,271 | New |
| Cullen Capital Management LLC | 22,217 | $3.08M | 0.03% | −714−3.1% | Reduced |
| Family Management Corp | 22,208 | $3.08M | 0.88% | −403−1.8% | Reduced |
| FORA Capital, LLC | 22,076 | $3.06M | 0.61% | +22,076 | New |
| Blue Zone Wealth Advisors, LLC | 22,010 | $3.05M | 1.38% | −504−2.2% | Reduced |
| National Asset Management, Inc. | 21,937 | $3.04M | 0.13% | −1,074−4.7% | Reduced |
| Venture Visionary Partners LLC | 21,811 | $3.02M | 0.23% | +92+0.4% | Added |
| Beacon Investment Advisory Services, Inc. | 21,721 | $3.01M | 0.16% | +108+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 21,700 | $3.01M | 0.65% | −949−4.2% | Reduced |
| Belpointe Asset Management LLC | 21,627 | $3.00M | 0.20% | +12,779+144.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 21,601 | $2.99M | 0.14% | −301−1.4% | Reduced |
| Grandfield & Dodd, LLC | 21,382 | $2.96M | 0.23% | −1,000−4.5% | Reduced |
| Boston Private Wealth LLC | 21,281 | $2.95M | 0.05% | −588−2.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 21,227 | $2.94M | 2.48% | +30.0% | Added |
| EHP Funds Inc. | 21,200 | $2.94M | 0.54% | −2,070−8.9% | Reduced |
| Cerity Partners LLC | 21,185 | $2.94M | 0.03% | +4,064+23.7% | Added |
| Chartwell Investment Partners, LLC | 20,982 | $2.91M | 0.12% | +3,828+22.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,840 | $2.89M | 0.27% | +2,685+14.8% | Added |
| Hussman Strategic Advisors, Inc. | 20,750 | $2.88M | 0.50% | +20,750 | New |
| DCM Advisors, LLC | 20,727 | $2.87M | 1.24% | +1,183+6.1% | Added |
| Chapman Investment Management, LLC | 20,678 | $2.87M | 1.98% | −406−1.9% | Reduced |
| Credit Agricole S A | 20,662 | $2.86M | 0.11% | +20,630+64,468.8% | Added |
| Americana Partners, LLC | 20,508 | $2.84M | 0.51% | +10,285+100.6% | Added |
| Azimuth Capital Investment Management LLC | 20,500 | $2.84M | 0.14% | +20,500 | New |
| Allstate Corp | 20,498 | $2.84M | 0.09% | −17,055−45.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,451 | $2.83M | 0.84% | −173−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,371 | $2.82M | 0.01% | +19,741+3,133.5% | Added |
| TD Private Client Wealth LLC | 20,291 | $2.81M | 0.14% | +102+0.5% | Added |
| Fundamentun, LLC | 20,284 | $2.81M | 0.53% | +428+2.2% | Added |
| Vident Investment Advisory, LLC | 20,200 | $2.80M | 0.08% | −1,096−5.1% | Reduced |
| Seven Eight Capital, LP | 20,122 | $2.79M | 1.12% | +14,780+276.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.79M | 2.98% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 19,829 | $2.75M | 1.58% | +10.0% | Added |
| Pinkerton Retirement Specialists, LLC | 19,773 | $2.74M | 0.83% | −224−1.1% | Reduced |
| Everence Capital Management Inc | 19,754 | $2.74M | 0.24% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,654 | $2.73M | 0.09% | +1,013+5.4% | Added |
| Raymond James Trust N.A. | 19,608 | $2.72M | 0.10% | +205+1.1% | Added |
| M. Kulyk & Associates, LLC | 19,547 | $2.71M | 0.84% | −366−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,535 | $2.71M | 0.27% | +721+3.8% | Added |
| Girard Partners Ltd. | 19,309 | $2.68M | 0.34% | +3,227+20.1% | Added |
| Federated Hermes, Inc. | 19,281 | $2.67M | 0.01% | −6,209−24.4% | Reduced |
| Davy Global Fund Management Ltd | 19,220 | $2.66M | 0.53% | −4,352−18.5% | Reduced |
| Landscape Capital Management, L.L.C. | 19,203 | $2.66M | 0.36% | −37,475−66.1% | Reduced |
| Gyon Technologies Capital Management, LP | 19,140 | $2.65M | 0.74% | +13,515+240.3% | Added |
| Clearstead Advisors, LLC | 19,099 | $2.65M | 0.21% | +394+2.1% | Added |
| Intrinsic Value Partners, LLC | 19,063 | $2.64M | 3.37% | −785−4.0% | Reduced |
| Stone Point Wealth LLC | 19,024 | $2.64M | 1.57% | +1,785+10.4% | Added |
| Chase Investment Counsel Corp | 18,951 | $2.63M | 1.42% | −1,361−6.7% | Reduced |
| Western Wealth Management, LLC | 18,861 | $2.62M | 0.15% | −3,017−13.8% | Reduced |
| Cetera Investment Advisers | 18,916 | $2.62M | 0.04% | −3,140−14.2% | Reduced |
| Inscription Capital, LLC | 18,796 | $2.61M | 0.47% | +18,796 | New |
| Hudson Valley Investment Advisors Inc | 18,791 | $2.60M | 0.41% | +1,672+9.8% | Added |
| Dynamic Technology Lab Private Ltd | 18,711 | $2.59M | 0.29% | +17,383+1,309.0% | Added |
| Ropes Wealth Advisors LLC | 18,700 | $2.59M | 0.53% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 18,586 | $2.59M | 0.34% | +1,984+12.0% | Added |
| Mount Vernon Associates Inc | 18,601 | $2.58M | 3.14% | +50+0.3% | Added |
| Altium Wealth Management LLC | 18,467 | $2.56M | 0.18% | +1,626+9.7% | Added |
| Pacifica Capital Investments, LLC | 18,400 | $2.55M | 0.98% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 18,133 | $2.55M | 0.99% | +13,981+336.7% | Added |
| Bank of Stockton | 18,260 | $2.53M | 0.95% | +1,348+8.0% | Added |
| Assetmark, Inc | 18,259 | $2.53M | 0.01% | +7,486+69.5% | Added |
| Kingsview Wealth Management, LLC | 18,199 | $2.52M | 0.12% | +82+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 18,152 | $2.52M | 0.14% | −1,098−5.7% | Reduced |
| WP Advisors, LLC | 18,154 | $2.52M | 1.09% | −178−1.0% | Reduced |