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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, Q3 2022

Institutional positions in American Express Co as of Sep 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
1,919
−28 vs. Q2 2022
Shares held
630.2M
−3.68M (−0.6%) vs. Q2 2022
Total value
$85.1B
−$2.84B (−3.2%) vs. Q2 2022
New holders
82
745 more added
Sold out
110
716 more reduced

28 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 1,919 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 heldQ3 2022: $85.1B
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, Q3 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2022.

Institutions holding AXP in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
EdgeRock Capital LLC2$00.00%+2New
Strategic Asset Management, LLC15$1.00K0.00%00.0%Unchanged
Horan Securities, Inc.4$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC8$1.00K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.14$2.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc15$2.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC16$2.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC16$2.00K0.00%+1+6.7%Added
United Community Bank16$2.16K0.00%+16New
Financial Synergies Wealth Advisors, Inc.20$2.63K0.00%+20New
James Investment Research Inc20$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC20$3.00K0.00%00.0%Unchanged
RWM Asset Management, LLC20$3.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.23$3.00K0.00%+23New
Cetera Investment Advisers28,422$4.00K0.00%+9,506+50.3%Added
Cetera Advisors LLC26,984$4.00K0.00%+14,574+117.4%Added
Disciplined Investments, LLC29$4.00K0.00%−26−47.3%Reduced
Gables Capital Management Inc.30$4.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC29$4.00K0.00%00.0%Unchanged
Halpern Financial, Inc.33$4.45K0.00%−3−8.3%Reduced
Mizuho Securities Co. Ltd.40$5.00K0.00%+1+2.6%Added
Carolinas Wealth Consulting LLC36$5.00K0.00%00.0%Unchanged
Abound Wealth Management38$5.13K0.00%+38New
Horrell Capital Management, Inc.44$6.00K0.00%00.0%Unchanged
TSFG, LLC41$6.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group45$6.00K0.00%+35+350.0%Added
De Burlo Group Inc45$6.07K0.00%+45New
Antonetti Capital Management LLC50$7.00K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC54$7.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC60$8.00K0.00%−100−62.5%Reduced
JJJ Advisors Inc.55$8.00K0.00%00.0%Unchanged
Old Second National Bank of Aurora69$9.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC78$11.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC98$13.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC100$13.0K0.02%00.0%Unchanged
Hallmark Capital Management Inc105$14.0K0.00%00.0%Unchanged
Level Financial Advisors, Inc.105$14.0K0.01%00.0%Unchanged
Bray Capital Advisors108$15.0K0.00%00.0%Unchanged
Baldwin Brothers Inc111$15.0K0.00%+83+296.4%Added
America First Investment Advisors, LLC120$16.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC116$16.0K0.00%+116New
Cranbrook Wealth Management, LLC130$18.0K0.00%−126−49.2%Reduced
Blue Bell Private Wealth Management, LLC131$18.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC138$19.0K0.00%+1+0.7%Added
Advocacy Wealth Management Services, LLC133$19.0K0.00%00.0%Unchanged
Interactive Financial Advisors150$20.0K0.01%00.0%Unchanged
Perkins Coie Trust Co150$20.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC150$20.0K0.01%00.0%Unchanged
Rise Advisors, LLC158$21.0K0.02%00.0%Unchanged
Tyler-Stone Wealth Management155$21.0K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC153$21.0K0.00%+12+8.5%Added
Annapolis Financial Services, LLC170$23.0K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.166$23.0K0.02%00.0%Unchanged
Credential Qtrade Securities Inc.172$23.2K0.00%+29+20.3%Added
First PREMIER Bank180$24.0K0.01%00.0%Unchanged
GeoWealth Management, LLC184$25.0K0.00%+26+16.5%Added
Timber Creek Capital Management LLC200$26.0K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.190$26.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC200$27.0K0.01%+13+7.0%Added
Rocky Mountain Advisers, LLC200$27.0K0.04%−300−60.0%Reduced
Cedar Mountain Advisors, LLC199$27.0K0.01%00.0%Unchanged
Hoey Investments, Inc200$27.0K0.01%00.0%Unchanged
Cowen Prime Advisors LLC200$27.0K0.02%00.0%Unchanged
Addison Advisors LLC200$27.0K0.02%+141+239.0%Added
Stuart Chaussee & Associates, Inc.208$28.0K0.06%00.0%Unchanged
Ten Capital Wealth Advisors, LLC210$28.0K0.01%+15+7.7%Added
Geo Capital Gestora de Recursos Ltd206$28.0K0.02%+22+12.0%Added
GoalVest Advisory LLC213$29.0K0.02%−4,063−95.0%Reduced
Johnson Financial Group, Inc.209$29.0K0.00%−261−55.5%Reduced
Column Capital Advisors, LLC217$29.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC224$30.0K0.00%−6−2.6%Reduced
Clearview Wealth Advisors LLC226$30.0K0.02%+1+0.4%Added
Financial Perspectives, Inc228$30.8K0.02%00.0%Unchanged
Heritage Wealth Management, LLC233$31.0K0.01%+8+3.6%Added
Atlas Capital Advisors LLC234$31.6K0.01%00.0%Unchanged
Baldrige Asset Management LLC239$32.0K0.02%−4−1.6%Reduced
Bell Investment Advisors, Inc246$33.0K0.01%+35+16.6%Added
Ravenstone Capital Management Inc.245$33.1K0.03%00.0%Unchanged
Institutional & Family Asset Management, LLC251$34.0K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.260$35.0K0.47%00.0%Unchanged
Bogart Wealth, LLC273$37.0K0.00%−19−6.5%Reduced
Hoese & Co LLP280$38.0K0.04%00.0%Unchanged
Beacon Capital Management, LLC282$39.0K0.01%00.0%Unchanged
Professional Financial Advisors, LLC300$40.0K0.02%00.0%Unchanged
Earnest Partners LLC293$40.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC299$40.0K0.03%00.0%Unchanged
Goodwin Investment Advisory315$42.0K0.03%+315New
Mach-1 Financial Group, Inc.325$43.0K0.05%00.0%Unchanged
Marquette Asset Management, LLC326$44.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.334$45.0K0.04%−14−4.0%Reduced
FAI Wealth Management340$45.0K0.04%00.0%Unchanged
Arlington Partners LLC347$47.0K0.02%−311−47.3%Reduced
CKW Financial Group350$47.0K0.01%−100−22.2%Reduced
Highlander Capital Management, LLC350$47.0K0.03%−25−6.7%Reduced
Northwest Investment Counselors, LLC361$49.0K0.02%00.0%Unchanged
Tacita Capital Inc360$49.0K0.04%00.0%Unchanged
Creative Financial Designs Inc372$50.0K0.01%00.0%Unchanged
Ironwood Wealth Management, Inc.377$52.0K0.04%00.0%Unchanged
Castleview Partners, LLC382$52.0K0.05%−575−60.1%Reduced
Covestor Ltd396$53.0K0.05%−372−48.4%Reduced