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.

Q3 2022 vs. Q2 2022

How the institutions holding American Express Co changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of AXP: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,975281,919−28
Shares634.3M422.4K630.2M−3.68M (−0.6%)
Value$88.0B$58.6M$85.1B−$2.84B (−3.2%)

28 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (82)

Institutions that held American Express Co at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to AXP in Q3 2022
InstitutionSharesValue% of portfolio
Marshall Wace, LLP513,209$69.2M0.17%
Samlyn Capital, LLC490,660$66.2M1.26%
Teachers Retirement System of the State of Kentucky274,512$37.0M0.43%
Aquamarine Zurich AGSuperinvestorAquamarine210,000$28.3M17.24%
Rafferty Asset Management, LLC207,400$28.0M0.30%
Jacobs Levy Equity Management, Inc182,207$24.6M0.19%
Janney Montgomery Scott LLC169,054$22.8M0.10%
Interval Partners, LP88,350$11.9M0.70%
Brookfield Asset Management Inc.84,129$11.3M0.04%
Czech National Bank69,659$9.40M0.27%
Optimas Capital Ltd44,248$5.97M5.03%
Walleye Capital LLC43,500$5.87M0.13%
PGGM Investments39,249$5.29M0.09%
Susquehanna Fundamental Investments, LLC27,254$3.68M0.06%
Advisor Partners II, LLC23,144$3.12M0.24%
Anson Funds Management LP15,000$2.02M0.39%
Doheny Asset Management11,903$1.61M1.61%
Prime Capital Investment Advisors, LLC11,525$1.55M0.09%
TKG Advisors, LLC10,938$1.48M1.17%
Regent Peak Wealth Advisors LLC9,923$1.34M0.47%
Fox Run Management, L.L.C.8,336$1.13M0.44%
Virginia Retirement Systems Et Al7,700$1.04M0.01%
Blueshift Asset Management, LLC7,071$954.0K0.20%
Bell Rock Capital LLC6,825$921.0K1.14%
Icon Wealth Advisors, LLC6,689$902.0K0.11%
Highline Wealth Partners LLC5,775$779.1K0.63%
Wipfli Financial Advisors LLC,5,318$717.0K0.05%
Pendal Group Limited4,953$668.0K0.01%
Jefferies Group LLC3,989$538.2K0.02%
Machina Capital S.A.S.3,533$477.0K1.01%
CMT Capital Markets Trading GmbH3,500$472.0K0.20%
Colonial Trust Advisors3,476$469.0K0.06%
Spouting Rock Asset Management, LLC3,407$460.0K0.35%
Wexford Capital LP3,300$445.0K0.14%
Silicon Valley Capital Partners3,280$443.0K0.10%
Tudor Investment Corp Et Al3,046$411.0K0.01%
Tanager Wealth Management LLP2,992$404.0K0.32%
Jackson Wealth Management, LLC2,982$402.0K0.08%
Investment Partners, Ltd.2,913$393.0K0.12%
Westbourne Investment Advisors, Inc.2,388$322.0K0.17%
Merriman Wealth Management, LLC2,315$312.0K0.02%
Oak Asset Management, LLC2,259$305.0K0.15%
Baader Bank INC2,250$303.5K0.03%
Moody Lynn & Lieberson, LLC2,014$272.0K0.03%
Shilanski & Associates, Inc.1,982$267.0K0.10%
Hartford Funds Management Co LLC1,841$248.0K0.03%
Virtue Capital Management, LLC1,689$228.0K0.04%
180 Wealth Advisors, LLC1,651$223.0K0.06%
Five Oceans Advisors1,606$217.0K0.17%
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial1,600$216.0K0.01%
Alta Advisers Ltd1,600$216.0K0.14%
Menard Financial Group LLC1,594$215.0K0.39%
Elevated Capital Advisors, LLC1,584$214.0K0.08%
CWA Asset Management Group, LLC1,566$211.0K0.02%
Legacy Financial Strategies, LLC1,566$211.0K0.10%
Westover Capital Advisors, LLC1,510$204.0K0.08%
NorthLanding Financial Partners, LLC1,509$204.0K0.16%
United Bank1,505$203.0K0.03%
L2 Asset Management, LLC1,507$203.0K0.15%
Proficio Capital Partners LLC1,506$202.0K0.04%
Legacy Financial Advisors, Inc.1,499$202.0K0.05%
Monument Capital Management1,493$201.0K0.08%
Loomis Sayles & Co L P1,426$192.0K0.00%
Atlantic Trust, LLC1,194$161.0K0.06%
Standard Family Office LLC1,150$155.0K0.07%
Cowa, LLC1,129$152.0K0.10%
Axiom Investment Management LLC1,093$146.0K0.29%
Osterweis Capital Management Inc982$132.0K0.01%
Colonial Trust Co616$83.0K0.03%
Itau Unibanco Holding S.A.596$80.0K0.00%
JCIC Asset Management Inc.470$70.0K0.03%
C M Bidwell & Associates Ltd480$65.0K0.05%
Boit C F David400$54.0K0.04%
Almanack Investment Partners, LLC.395$53.0K0.01%
Goodwin Investment Advisory315$42.0K0.03%
GPS Wealth Strategies Group, LLC116$16.0K0.00%
De Burlo Group Inc45$6.07K0.00%
Abound Wealth Management38$5.13K0.00%
SJS Investment Consulting Inc.23$3.00K0.00%
Financial Synergies Wealth Advisors, Inc.20$2.63K0.00%
United Community Bank16$2.16K0.00%
EdgeRock Capital LLC2$00.00%

Sold out (110)

Institutions that held American Express Co at the end of Q2 2022 and filed for Q3 2022 without it.

Showing the largest 100 of 110 by value.

Institutions that sold out of AXP in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Twin Tree Management, LP272,507$37.8M
Marsico Capital Management LLC160,524$22.3M
Bluefin Capital Management, LLC120,000$16.7M
Sandler Capital Management92,232$12.8M
Crestline Management, LP46,000$6.38M
Azora Capital LP44,950$6.23M
Alyeska Investment Group, L.P.43,000$5.96M
Natixis Investment Managers International30,500$4.23M
Bridgewater Associates, LP29,368$4.07M
EHP Funds Inc.21,200$2.94M
Pinkerton Retirement Specialists, LLC19,773$2.74M
Gyon Technologies Capital Management, LP19,140$2.65M
Inscription Capital, LLC18,796$2.61M
Proequities, Inc.16,472$2.29M
IMC-Chicago, LLC16,533$2.29M
F/M Investments LLC13,111$2.17M
Brendel Financial Advisors LLC15,034$2.08M
KCM Investment Advisors LLC12,609$1.75M
Icon Advisers Inc12,500$1.73M
Cinctive Capital Management LP12,251$1.70M
Bayesian Capital Management, LP12,100$1.68M
U S Global Investors Inc10,500$1.46M
Citizens Business Bank10,500$1.46M
Redwood Investment Management, LLC9,395$1.30M
Quantamental Technologies LLC9,380$1.30M
Hartline Investment Corp10,466$1.27M
PDT Partners, LLC8,313$1.15M
Gsa Capital Partners LLP8,128$1.13M
Sabadell Asset Management, S.A S.G.I.I.C7,662$1.05M
AIA Group Ltd7,400$1.03M
Ativo Capital Management LLC7,011$972.0K
Bridgewater Advisors Inc.6,890$955.0K
Legacy Wealth Asset Management, LLC6,563$910.0K
united american securities inc. (d/b/a uas asset management)5,745$797.0K
CenterStar Asset Management, LLC–$771.0K
JB Capital LLC5,439$754.0K
Souders Financial Advisors5,126$711.0K
Koshinski Asset Management, Inc.4,645$644.0K
Stevens Capital Management LP4,468$619.0K
Capitolis Advisors LLC4,442$616.0K
Centiva Capital, LP4,333$601.0K
Emfo, LLC4,250$589.0K
Cadence Bank NA3,725$517.0K
Optas, LLC3,727$514.0K
Mizuho Securities USA LLC3,584$497.0K
Shay Capital LLC3,000$416.0K
Fiducient Advisors LLC2,886$400.0K
Barings LLC2,818$391.0K
Navis Wealth Advisors, LLC2,684$372.0K
Edgestream Partners, L.P.2,625$364.0K
Quantitative Investment Management, LLC2,309$320.0K
Oak Thistle LLC2,304$319.0K
MBL Wealth, LLC2,293$318.0K
Mirabella Financial Services LLP2,234$310.0K
Aprio Wealth Management, LLC2,157$299.0K
Hamilton Capital, LLC2,129$295.0K
Davidson Trust Co1,948$270.0K
DSC Advisors, L.P.1,812$251.0K
Town & Country Bank & Trust CO dba First Bankers Trust CO1,800$250.0K
Rosenbaum Jay D.1,804$250.0K
Wealth Advisors of Tampa Bay, LLC1,800$250.0K
West Family Investments, Inc.1,765$245.0K
Laird Norton Trust Company, LLC1,743$242.0K
Dumont & Blake Investment Advisors LLC1,735$241.0K
Stonehage Fleming Financial Services Holdings Ltd1,727$239.0K
Krane Funds Advisors LLC1,719$238.0K
ICA Group Wealth Management, LLC1,468$238.0K
Northern Oak Wealth Management Inc1,702$236.0K
Round Rock Advisors, LLC1,701$236.0K
Abacus Planning Group, Inc.1,673$232.0K
Bahl & Gaynor Inc1,663$231.0K
Yorktown Management & Research Co Inc1,650$229.0K
Probity Advisors, Inc.1,506$209.0K
Violich Capital Management, Inc.1,500$208.0K
Parametrica Management Ltd1,506$208.0K
KCS Wealth Advisory1,500$208.0K
Cedar Brook Financial Partners, LLC1,499$208.0K
Latitude Advisors, LLC1,500$208.0K
Intrust Bank NA1,491$207.0K
Peterson Wealth Services1,460$202.0K
Garner Asset Management Corp1,453$201.0K
Fairfield, Bush & Co.1,430$198.0K
Concord Wealth Partners1,279$177.0K
Total Clarity Wealth Management, Inc.826$114.0K
Godsey & Gibb Associates785$109.0K
Baron Financial Group, LLC721$99.9K
Cyrus J. Lawrence, LLC711$98.0K
Better Money Decisions, LLC619$86.0K
Charter Oak Capital Management, LLC528$73.0K
Oxler Private Wealth LLC502$69.7K
TD Ameritrade Investment Management, LLC351$49.0K
WFA of San Diego, LLC299$41.0K
Selective Wealth Management, Inc.250$35.0K
Ahrens Investment Partners LLC217$30.0K
Bollard Group LLC171$24.0K
Joseph P. Lucia & Associates, LLC146$20.0K
GW&K Investment Management, LLC83$12.0K
Rockbridge Investment Management, LCC67$9.29K
Advanced Research Investment Solutions, LLC58$8.00K
Activest Wealth Management56$8.00K

Not filed for Q3 2022 yet (28)

Institutions that held American Express Co at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.