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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 7,095 | $957.0K | 0.14% | −496−6.5% | Reduced |
| YHB Investment Advisors, Inc. | 7,112 | $959.0K | 0.11% | −100−1.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,109 | $959.0K | 0.26% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,107 | $959.0K | 0.05% | +2,326+48.7% | Added |
| Wade G W & Inc | 7,116 | $960.0K | 0.05% | +29+0.4% | Added |
| Ameritas Advisory Services, LLC | 7,117 | $960.0K | 0.06% | +155+2.2% | Added |
| Patten & Patten Inc | 7,112 | $960.0K | 0.09% | +173+2.5% | Added |
| Bank of Hawaii | 7,133 | $962.0K | 0.07% | +1,132+18.9% | Added |
| Van Strum & Towne Inc. | 7,165 | $966.0K | 0.45% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,173 | $968.0K | 0.18% | −307−4.1% | Reduced |
| Chesapeake Wealth Management | 7,187 | $970.0K | 0.44% | +2,028+39.3% | Added |
| Lee Danner & Bass Inc | 7,211 | $973.0K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,241 | $977.0K | 0.04% | +28+0.4% | Added |
| Evergreen Capital Management LLC | 7,279 | $982.0K | 0.05% | +691+10.5% | Added |
| Connolly Sarah T. | 7,285 | $983.0K | 0.72% | −90−1.2% | Reduced |
| Auxier Asset Management | 7,288 | $983.0K | 0.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,313 | $987.0K | 0.12% | −482−6.2% | Reduced |
| Investment House LLC | 7,345 | $991.0K | 0.09% | +20+0.3% | Added |
| Personal Cfo Solutions, LLC | 7,343 | $991.0K | 0.25% | +1,275+21.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $996.0K | 0.06% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 7,398 | $998.0K | 0.53% | +108+1.5% | Added |
| Walter & Keenan Financial Consulting Co | 7,455 | $1.01M | 0.43% | +7+0.1% | Added |
| Crestwood Advisors Group LLC | 7,468 | $1.01M | 0.04% | −25−0.3% | Reduced |
| Telemus Capital, LLC | 7,463 | $1.01M | 0.10% | +500+7.2% | Added |
| Amica Retiree Medical Trust | 7,478 | $1.01M | 1.26% | +646+9.5% | Added |
| Cigna Investments Inc | 7,492 | $1.01M | 0.23% | −391−5.0% | Reduced |
| Game Plan Financial Advisors, LLC | 7,502 | $1.01M | 0.85% | −843−10.1% | Reduced |
| Beacon Financial Group | 7,374 | $1.02M | 0.16% | +222+3.1% | Added |
| Beck Bode, LLC | 7,540 | $1.02M | 0.22% | −1,299−14.7% | Reduced |
| Ameritas Investment Partners, Inc. | 7,565 | $1.02M | 0.05% | −251−3.2% | Reduced |
| Insight Advisors, LLC | 7,560 | $1.02M | 0.40% | +45+0.6% | Added |
| Steel Peak Wealth Management LLC | 7,597 | $1.02M | 0.08% | +1,714+29.1% | Added |
| Pitcairn Co | 7,611 | $1.03M | 0.11% | +341+4.7% | Added |
| New England Research & Management, Inc. | 7,645 | $1.03M | 0.65% | −255−3.2% | Reduced |
| Joel Isaacson & Co., LLC | 7,649 | $1.03M | 0.09% | +92+1.2% | Added |
| Van Cleef Asset Management,Inc | 7,679 | $1.04M | 0.20% | +81+1.1% | Added |
| Virginia Retirement Systems Et Al | 7,700 | $1.04M | 0.01% | +7,700 | New |
| Wealth Advisors, Inc. | 7,721 | $1.04M | 0.53% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,729 | $1.04M | 0.20% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,733 | $1.04M | 0.15% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,734 | $1.04M | 0.10% | +421+5.8% | Added |
| SkyView Investment Advisors, LLC | 7,752 | $1.05M | 0.31% | −1,503−16.2% | Reduced |
| Gateway Investment Advisers LLC | 7,759 | $1.05M | 0.01% | −2,296−22.8% | Reduced |
| Associated Banc-Corp | 7,787 | $1.05M | 0.05% | −200−2.5% | Reduced |
| United Asset Strategies, Inc. | 7,806 | $1.05M | 0.16% | +31+0.4% | Added |
| BancorpSouth Bank | 7,812 | $1.05M | 0.11% | +4,105+110.7% | Added |
| Toroso Investments, LLC | 7,964 | $1.07M | 0.04% | −19,709−71.2% | Reduced |
| Karpas Strategies, LLC | 7,987 | $1.08M | 0.41% | +6+0.1% | Added |
| Union Heritage Capital, LLC | 8,000 | $1.08M | 0.72% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8,023 | $1.08M | 0.05% | −715−8.2% | Reduced |
| Veriti Management LLC | 8,067 | $1.09M | 0.16% | −2,031−20.1% | Reduced |
| Advisory Research Inc | 8,062 | $1.09M | 0.11% | −66−0.8% | Reduced |
| Evoke Wealth, LLC | 8,089 | $1.09M | 0.04% | −262−3.1% | Reduced |
| Smithfield Trust Co | 8,112 | $1.09M | 0.08% | −220−2.6% | Reduced |
| RFG Advisory, LLC | 7,280 | $1.09M | 0.06% | +348+5.0% | Added |
| Dakota Wealth Management | 8,137 | $1.10M | 0.09% | −346−4.1% | Reduced |
| Triad Investment Management | 8,138 | $1.10M | 1.91% | 00.0% | Unchanged |
| Arden Trust Co | 8,155 | $1.10M | 0.28% | −1,293−13.7% | Reduced |
| Two Sigma Securities, LLC | 8,186 | $1.10M | 0.16% | +6,635+427.8% | Added |
| FineMark National Bank & Trust | 8,192 | $1.10M | 0.05% | +318+4.0% | Added |
| Argus Investors' Counsel, Inc. | 8,200 | $1.11M | 0.98% | −2,900−26.1% | Reduced |
| Versor Investments LP | 8,209 | $1.11M | 0.07% | +859+11.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.11M | 0.09% | 00.0% | Unchanged |
| Excalibur Management Corp | 8,221 | $1.11M | 0.62% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 7,980 | $1.11M | 0.29% | +94+1.2% | Added |
| 55I, LLC | 8,222 | $1.11M | 0.03% | +5,995+269.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,252 | $1.11M | 0.01% | −4,092−33.1% | Reduced |
| Quantinno Capital Management LP | 8,251 | $1.11M | 0.14% | +1,032+14.3% | Added |
| Boltwood Capital Management | 8,265 | $1.11M | 0.51% | −50−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 8,273 | $1.12M | 0.27% | −149−1.8% | Reduced |
| Osborne Partners Capital Management, LLC | 8,274 | $1.12M | 0.09% | +13+0.2% | Added |
| Amarillo National Bank | 8,313 | $1.12M | 0.26% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,322 | $1.12M | 0.06% | −152−1.8% | Reduced |
| Fox Run Management, L.L.C. | 8,336 | $1.13M | 0.44% | +8,336 | New |
| Grimes & Company, Inc. | 8,354 | $1.13M | 0.06% | +112+1.4% | Added |
| Woodstock Corp | 8,391 | $1.13M | 0.17% | −627−7.0% | Reduced |
| Community Bank, N.A. | 8,390 | $1.13M | 0.17% | −93−1.1% | Reduced |
| Investors Asset Management of Georgia Inc | 8,435 | $1.14M | 0.59% | +440+5.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,435 | $1.14M | 0.41% | +5,180+159.1% | Added |
| Stokes Family Office, LLC | 8,466 | $1.14M | 0.16% | −69−0.8% | Reduced |
| Bryn Mawr Trust Co | 8,497 | $1.15M | 0.06% | +198+2.4% | Added |
| Palisade Asset Management, LLC | 8,525 | $1.15M | 0.16% | −198−2.3% | Reduced |
| Woodmont Investment Counsel LLC | 8,547 | $1.15M | 0.14% | +201+2.4% | Added |
| Strategic Investment Advisors | 8,564 | $1.16M | 0.26% | +91+1.1% | Added |
| Coastal Bridge Advisors, LLC | 8,575 | $1.16M | 0.31% | +54+0.6% | Added |
| Hyman Charles D | 8,584 | $1.16M | 0.09% | −1,663−16.2% | Reduced |
| Howard Capital Management Group, LLC | 8,615 | $1.16M | 0.15% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 8,645 | $1.17M | 0.49% | +367+4.4% | Added |
| C2C Wealth Management, LLC | 8,023 | $1.17M | 0.23% | −60−0.7% | Reduced |
| KWB Wealth | 8,652 | $1.17M | 0.23% | +162+1.9% | Added |
| Qtron Investments LLC | 8,664 | $1.17M | 0.29% | +687+8.6% | Added |
| NTV Asset Management LLC | 8,685 | $1.17M | 0.25% | 00.0% | Unchanged |
| CWM, LLC | 8,687 | $1.17M | 0.01% | +2,310+36.2% | Added |
| Signaturefd, LLC | 8,714 | $1.18M | 0.04% | −398−4.4% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.18M | 0.31% | −10−0.1% | Reduced |
| Capital Wealth Planning, LLC | 8,737 | $1.18M | 0.02% | −1,105,203−99.2% | Reduced |
| Beaumont Financial Partners, LLC | 8,769 | $1.18M | 0.11% | −75−0.8% | Reduced |
| Greenwood Gearhart Inc | 8,775 | $1.18M | 0.19% | −125−1.4% | Reduced |
| Barden Capital Management, Inc. | 8,773 | $1.18M | 1.38% | +228+2.7% | Added |
| Morse Asset Management, Inc | 8,802 | $1.19M | 0.45% | −740−7.8% | Reduced |