Skip to main content

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.

Institutional holdersQ2 2022: 1,975 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ2 2022: $88.0B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2022.

Institutions holding AXP in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Salvus Wealth Management, LLC18,088$2.51M2.24%+55+0.3%Added
Quantbot Technologies LP18,083$2.51M0.23%+18,083New
Oliver Luxxe Assets LLC18,074$2.50M0.74%+371+2.1%Added
Canandaigua National Corp18,007$2.50M0.44%+808+4.7%Added
Integrated Wealth Concepts LLC17,873$2.48M0.08%+5,120+40.1%Added
Busey Wealth Management17,872$2.48M0.12%−374−2.0%Reduced
Bill Few Associates, Inc.17,825$2.47M1.58%00.0%Unchanged
RNC Capital Management LLC17,770$2.46M0.14%−1,473−7.7%Reduced
Callahan Advisors, LLC17,768$2.46M0.33%+10.0%Added
Eudaimonia Partners, LLC17,658$2.45M0.45%−4,761−21.2%Reduced
Greenleaf Trust17,655$2.45M0.04%+1,002+6.0%Added
Verition Fund Management LLC17,494$2.42M0.05%+14,999+601.2%Added
Siemens Fonds Invest GmbH17,485$2.42M0.26%−268−1.5%Reduced
Courier Capital LLC17,453$2.42M0.28%−100−0.6%Reduced
Dixon Hubard Feinour & Brown Inc17,446$2.42M0.29%+259+1.5%Added
Redpoint Investment Management Pty Ltd17,412$2.41M0.29%+173+1.0%Added
Brewin Dolphin Wealth Management Ltd17,290$2.40M0.26%00.0%Unchanged
Elgethun Capital Management17,386$2.39M0.93%+136+0.8%Added
BFSG, LLC17,243$2.39M0.43%+17,243New
LaFleur & Godfrey LLC17,172$2.38M0.38%−250−1.4%Reduced
EP Wealth Advisors, LLC17,117$2.37M0.05%−292−1.7%Reduced
Lincoln National Corp17,094$2.37M0.06%−10,829−38.8%Reduced
Regent Investment Management LLC17,046$2.36M0.66%+220+1.3%Added
Beese Fulmer Investment Management, Inc.16,997$2.36M0.30%−390−2.2%Reduced
Lido Advisors, LLC16,850$2.33M0.05%−741−4.2%Reduced
Modera Wealth Management, LLC16,667$2.31M0.11%−24−0.1%Reduced
Haverford Trust Co16,651$2.31M0.03%−4,205−20.2%Reduced
Wilbanks Smith & Thomas Asset Management LLC16,631$2.31M0.10%+2,065+14.2%Added
Proequities, Inc.16,472$2.29M0.19%+213+1.3%Added
IMC-Chicago, LLC16,533$2.29M0.22%+16,533New
Murphy Capital Management Inc16,491$2.29M0.32%−480−2.8%Reduced
Silvant Capital Management LLC16,344$2.27M0.55%+12+0.1%Added
Northstar Group, Inc.16,333$2.26M0.65%−98−0.6%Reduced
Tower Bridge Advisors16,327$2.26M0.18%+150+0.9%Added
TrinityPoint Wealth, LLC16,250$2.25M0.50%+863+5.6%Added
Bennicas & Associates, Inc.16,175$2.24M1.31%−50−0.3%Reduced
Fruth Investment Management11,800$2.24M0.61%−115−1.0%Reduced
Glenview Trust Co16,099$2.23M0.08%−154−0.9%Reduced
Columbia Asset Management16,052$2.23M0.57%+16,052New
Gilman Hill Asset Management, LLC16,034$2.22M0.48%+2,220+16.1%Added
Reynolds Investment Management, Inc.16,016$2.22M0.79%−68−0.4%Reduced
Condor Capital Management15,994$2.22M0.29%−109−0.7%Reduced
Jennison Associates LLC15,865$2.20M0.00%−7,249−31.4%Reduced
Bell & Brown Wealth Advisors, LLC15,859$2.20M1.18%−565−3.4%Reduced
Eads & Heald Wealth Management15,841$2.20M1.18%−225−1.4%Reduced
Selway Asset Management15,785$2.19M1.21%−25−0.2%Reduced
Moody National Bank Trust Division15,671$2.17M0.23%−6,248−28.5%Reduced
Peoples Financial Services Corp.15,628$2.17M1.03%+75+0.5%Added
F/M Investments LLC13,111$2.17M2.04%+13,111New
Essex Investment Management Co LLC15,526$2.15M0.35%−2,851−15.5%Reduced
Avantax Advisory Services, Inc.15,368$2.13M0.03%−5,732−27.2%Reduced
Teza Capital Management LLC15,334$2.13M0.81%+8,782+134.0%Added
Evercore Wealth Management, LLC15,304$2.12M0.04%+230+1.5%Added
Sigma Planning Corp15,201$2.11M0.08%−2,347−13.4%Reduced
Hightower 6M Holding, LLC15,196$2.11M0.18%−172−1.1%Reduced
Brave Asset Management Inc15,154$2.10M0.94%00.0%Unchanged
Rehmann Capital Advisory Group15,117$2.10M0.23%−16−0.1%Reduced
Resonant Capital Advisors, LLC15,048$2.09M0.33%−522−3.4%Reduced
Graham Capital Management, L.P.15,094$2.09M0.10%+10,241+211.0%Added
West Oak Capital, LLC15,032$2.08M1.09%−693−4.4%Reduced
Brendel Financial Advisors LLC15,034$2.08M1.81%+43+0.3%Added
Vestcor Inc15,022$2.08M0.08%+4,607+44.2%Added
Hotaling Investment Management, LLC14,895$2.06M0.90%+341+2.3%Added
Pettee Investors, Inc.14,836$2.06M1.02%+155+1.1%Added
Aquatic Capital Management LLC14,800$2.05M0.67%+14,800New
TownSquare Capital, LLC14,714$2.04M0.06%+1,356+10.2%Added
Buckingham Strategic Wealth, LLC14,548$2.02M0.04%+364+2.6%Added
Kanawha Capital Management LLC14,279$1.98M0.20%+690+5.1%Added
William Allan, LLC14,191$1.97M1.75%+3,764+36.1%Added
Power Corp of Canada14,154$1.96M0.40%−6,678−32.1%Reduced
River & Mercantile Asset Management LLP13,944$1.94M0.34%−2,455−15.0%Reduced
Private Asset Management Inc13,924$1.93M0.31%00.0%Unchanged
PEAK6 Investments LLC11,049$1.92M0.04%−3,131−22.1%Reduced
Lincoln Capital LLC13,879$1.92M0.54%−67−0.5%Reduced
BBR Partners, LLC13,866$1.92M0.22%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.13,827$1.92M1.38%+46+0.3%Added
Sawyer & Company, Inc13,683$1.90M0.96%−185−1.3%Reduced
Moneta Group Investment Advisors LLC13,685$1.90M0.06%+4,337+46.4%Added
Geneos Wealth Management Inc.13,507$1.90M0.09%+5,884+77.2%Added
Signature Wealth Management Group13,610$1.89M0.92%+574+4.4%Added
Guardian Capital LP13,568$1.88M0.06%+1,200+9.7%Added
Investment Advisory Services Inc13,488$1.87M1.08%−998−6.9%Reduced
Fort Sheridan Advisors LLC13,482$1.87M0.61%+182+1.4%Added
Valueworks LLC13,465$1.87M0.77%−1,464−9.8%Reduced
Sheaff Brock Investment Advisors, LLC13,426$1.86M0.21%−28−0.2%Reduced
Ahl Investment Management, Inc.13,382$1.85M1.87%+323+2.5%Added
American Portfolios Advisors13,367$1.85M0.08%−1,127−7.8%Reduced
Wolf Group Capital Advisors13,311$1.84M0.96%+2,101+18.7%Added
Traverso Chambers Private Wealth Management, LLC13,215$1.83M0.61%00.0%Unchanged
Benedict Financial Advisors Inc13,151$1.82M0.54%−10−0.1%Reduced
Sawgrass Asset Management LLC13,104$1.82M0.23%−455−3.4%Reduced
Welch Group, LLC13,101$1.82M0.11%+25+0.2%Added
Alps Advisors Inc13,077$1.81M0.02%−2,695−17.1%Reduced
Empirical Finance, LLC13,081$1.81M0.23%+668+5.4%Added
QV Investors Inc.13,070$1.81M0.16%00.0%Unchanged
Greenfield Savings Bank13,005$1.80M1.21%+13,005New
South State Corp.12,943$1.79M0.17%+134+1.0%Added
Boston Family Office LLC12,942$1.79M0.15%+1,079+9.1%Added
Ashfield Capital Partners, LLC12,826$1.78M0.14%00.0%Unchanged
Jacobi Capital Management LLC12,709$1.76M0.23%+1,418+12.6%Added