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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 12,699 | $1.76M | 0.13% | +559+4.6% | Added |
| Frontier Wealth Management LLC | 12,690 | $1.76M | 0.13% | −665−5.0% | Reduced |
| Pinnacle Holdings, LLC | 12,616 | $1.75M | 0.80% | +141+1.1% | Added |
| KCM Investment Advisors LLC | 12,609 | $1.75M | 0.08% | −187−1.5% | Reduced |
| Aviance Capital Partners, LLC | 12,541 | $1.74M | 0.39% | +10.0% | Added |
| Icon Advisers Inc | 12,500 | $1.73M | 0.40% | 00.0% | Unchanged |
| Smith, Salley & Associates | 12,498 | $1.73M | 0.15% | +616+5.2% | Added |
| Cito Capital Group, LLC | 12,400 | $1.73M | 0.94% | +1,000+8.8% | Added |
| Moors & Cabot, Inc. | 12,424 | $1.72M | 0.12% | +1,102+9.7% | Added |
| Cetera Advisors LLC | 12,410 | $1.72M | 0.04% | −806−6.1% | Reduced |
| Quadrant Capital Group LLC | 12,340 | $1.71M | 0.23% | −285−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,344 | $1.71M | 0.66% | −55−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 12,344 | $1.71M | 0.01% | +447+3.8% | Added |
| Cutler Group LP | 12,272 | $1.70M | 0.23% | −16,997−58.1% | Reduced |
| Cinctive Capital Management LP | 12,251 | $1.70M | 0.08% | +12,251 | New |
| SRN Advisors, LLC | 12,235 | $1.70M | 1.18% | −8,773−41.8% | Reduced |
| Montag A & Associates Inc | 12,176 | $1.69M | 0.11% | −1,000−7.6% | Reduced |
| Bluestein R H & Co | 12,196 | $1.69M | 0.10% | +416+3.5% | Added |
| CX Institutional | 12,191 | $1.69M | 0.13% | +1,913+18.6% | Added |
| IFG Advisory, LLC | 12,176 | $1.69M | 0.18% | −412−3.3% | Reduced |
| Erste Asset Management GmbH | 12,091 | $1.69M | 0.04% | +2,621+27.7% | Added |
| Cape Cod Five Cents Savings Bank | 12,135 | $1.68M | 0.19% | −111−0.9% | Reduced |
| Bayesian Capital Management, LP | 12,100 | $1.68M | 0.31% | +2,092+20.9% | Added |
| Arabesque Asset Management Ltd | 12,057 | $1.67M | 0.88% | −4,817−28.5% | Reduced |
| CSM Advisors, LLC | 12,059 | $1.67M | 0.15% | +510+4.4% | Added |
| Wright Investors Service Inc | 12,032 | $1.67M | 0.48% | +298+2.5% | Added |
| Buttonwood Financial Advisors Inc. | 12,019 | $1.67M | 1.50% | −191−1.6% | Reduced |
| Independent Investors Inc | 12,000 | $1.66M | 0.45% | −3,000−20.0% | Reduced |
| Park Avenue Securities LLC | 11,989 | $1.66M | 0.03% | +1,077+9.9% | Added |
| BLB&B Advisors, LLC | 11,944 | $1.66M | 0.13% | −200−1.6% | Reduced |
| Madison Wealth Management | 11,914 | $1.65M | 0.40% | +191+1.6% | Added |
| Personal Capital Advisors Corp | 11,886 | $1.65M | 0.01% | +1,149+10.7% | Added |
| Insight Inv LLC | 11,881 | $1.65M | 1.66% | +75+0.6% | Added |
| Pinnacle Wealth Management, LLC | 11,851 | $1.64M | 2.31% | +499+4.4% | Added |
| Caldwell Trust Co | 11,852 | $1.64M | 0.23% | −250−2.1% | Reduced |
| Coldstream Capital Management Inc | 11,845 | $1.64M | 0.06% | +1,569+15.3% | Added |
| Bull Street Advisors, LLC | 11,822 | $1.64M | 0.88% | 00.0% | Unchanged |
| Change Path, LLC | 11,805 | $1.64M | 0.09% | −252−2.1% | Reduced |
| Ballentine Partners, LLC | 11,740 | $1.63M | 0.06% | −30.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,729 | $1.63M | 0.08% | +1,071+10.0% | Added |
| Lowe Brockenbrough & Co Inc | 11,662 | $1.62M | 0.14% | −75−0.6% | Reduced |
| American Trust | 11,649 | $1.61M | 0.13% | −2,370−16.9% | Reduced |
| Valeo Financial Advisors, LLC | 11,642 | $1.61M | 0.10% | −1,093−8.6% | Reduced |
| Aristotle Capital Management, LLC | 11,616 | $1.61M | 0.00% | −1,580−12.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.61M | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $1.61M | 0.70% | 00.0% | Unchanged |
| Birinyi Associates Inc | 11,531 | $1.60M | 0.72% | 00.0% | Unchanged |
| Adviser Investments LLC | 11,474 | $1.59M | 0.11% | 00.0% | Unchanged |
| Rathbone Brothers plc | 11,476 | $1.59M | 0.02% | +1,045+10.0% | Added |
| Gamble Jones Investment Counsel | 11,467 | $1.59M | 0.12% | −100−0.9% | Reduced |
| SOL Capital Management CO | 11,403 | $1.58M | 0.32% | −60−0.5% | Reduced |
| Csenge Advisory Group | 11,352 | $1.57M | 0.13% | −533−4.5% | Reduced |
| Profund Advisors LLC | 11,262 | $1.56M | 0.10% | −1,979−14.9% | Reduced |
| Capstone Investment Advisors, LLC | 11,259 | $1.56M | 0.04% | +9,876+714.1% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.55M | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,156 | $1.55M | 0.06% | −450−3.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 11,102 | $1.54M | 1.07% | −162−1.4% | Reduced |
| Argus Investors' Counsel, Inc. | 11,100 | $1.54M | 1.14% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 11,079 | $1.54M | 0.18% | −182−1.6% | Reduced |
| Gifford Fong Associates | 11,000 | $1.52M | 0.36% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.52M | 0.47% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,992 | $1.52M | 0.22% | +433+4.1% | Added |
| Snowden Capital Advisors LLC | 10,978 | $1.52M | 0.07% | +4,329+65.1% | Added |
| Mather Group, LLC. | 10,959 | $1.52M | 0.03% | +248+2.3% | Added |
| FOCUS Wealth Advisors, LLC | 10,919 | $1.51M | 1.04% | +186+1.7% | Added |
| NVWM, LLC | 10,869 | $1.51M | 0.59% | +348+3.3% | Added |
| Stock Yards Bank & Trust Co | 10,876 | $1.51M | 0.06% | +5,838+115.9% | Added |
| Meeder Asset Management Inc | 10,819 | $1.50M | 0.09% | −300−2.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,810 | $1.50M | 0.07% | −974−8.3% | Reduced |
| Bailard, Inc. | 10,792 | $1.50M | 0.06% | −1,757−14.0% | Reduced |
| Savant Capital, LLC | 10,656 | $1.48M | 0.04% | +725+7.3% | Added |
| Inlet Private Wealth, LLC | 10,614 | $1.47M | 0.42% | +203+1.9% | Added |
| Resources Investment Advisors, LLC. | 10,574 | $1.47M | 0.06% | +3,101+41.5% | Added |
| EFG Asset Management (North America) Corp. | 10,555 | $1.46M | 0.31% | −1,614−13.3% | Reduced |
| Washington Trust Advisors, Inc. | 10,553 | $1.46M | 0.13% | −5,995−36.2% | Reduced |
| Herbst Group, LLC | 10,400 | $1.46M | 1.15% | 00.0% | Unchanged |
| U S Global Investors Inc | 10,500 | $1.46M | 0.07% | −2,400−18.6% | Reduced |
| Citizens Business Bank | 10,500 | $1.46M | 0.21% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.45M | 1.06% | −1,814−14.8% | Reduced |
| Parallel Advisors, LLC | 10,480 | $1.45M | 0.07% | +682+7.0% | Added |
| CAPROCK Group, Inc. | 10,423 | $1.45M | 0.14% | +351+3.5% | Added |
| Brookstone Capital Management | 10,174 | $1.44M | 0.03% | +401+4.1% | Added |
| Caliber Wealth Management, LLC | 10,372 | $1.44M | 1.12% | +10,372 | New |
| Metis Global Partners, LLC | 10,319 | $1.43M | 0.23% | +229+2.3% | Added |
| Penobscot Investment Management Company, Inc. | 10,289 | $1.43M | 0.25% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,286 | $1.43M | 0.13% | +224+2.2% | Added |
| St. Johns Investment Management Company, LLC | 10,278 | $1.43M | 0.91% | +247+2.5% | Added |
| Rothschild Investment Corp | 10,265 | $1.42M | 0.13% | +246+2.5% | Added |
| Ziegler Capital Management, LLC | 10,250 | $1.42M | 0.06% | +628+6.5% | Added |
| Hyman Charles D | 10,247 | $1.42M | 0.10% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10,239 | $1.42M | 0.17% | −596−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 10,191 | $1.41M | 0.28% | +72+0.7% | Added |
| Schechter Investment Advisors, LLC | 10,172 | $1.41M | 0.14% | −628−5.8% | Reduced |
| LGT Fund Management Co Ltd. | 10,132 | $1.40M | 0.21% | +952+10.4% | Added |
| Invst, LLC | 8,642 | $1.40M | 0.22% | +51+0.6% | Added |
| WCG Wealth Advisors LLC | 10,107 | $1.40M | 0.19% | +10,107 | New |
| Veriti Management LLC | 10,098 | $1.40M | 0.20% | −586−5.5% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $1.40M | 1.08% | +10,070 | New |
| Ieq Capital, LLC | 10,058 | $1.39M | 0.04% | −4,433−30.6% | Reduced |
| Gateway Investment Advisers LLC | 10,055 | $1.39M | 0.02% | +61+0.6% | Added |