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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 8,850 | $1.19M | 0.11% | +91+1.0% | Added |
| Jones Financial Companies LLLP | 8,863 | $1.20M | 0.00% | +8,416+1,882.8% | Added |
| Solidarilty Wealth, LLC | 8,177 | $1.20M | 0.70% | +5,202+174.9% | Added |
| Lazard Freres Gestion S.A.S. | 8,857 | $1.21M | 0.05% | −300−3.3% | Reduced |
| TCTC Holdings, LLC | 8,971 | $1.21M | 0.05% | −664−6.9% | Reduced |
| Schechter Investment Advisors, LLC | 9,022 | $1.22M | 0.12% | −1,150−11.3% | Reduced |
| TAGStone Capital, Inc. | 9,018 | $1.22M | 1.13% | +28+0.3% | Added |
| Scotia Capital Inc. | 9,029 | $1.22M | 0.01% | +210+2.4% | Added |
| Taylor Frigon Capital Management LLC | 9,055 | $1.22M | 0.64% | +88+1.0% | Added |
| Invst, LLC | 8,956 | $1.23M | 0.21% | +314+3.6% | Added |
| Trustco Bank Corp N Y | 9,136 | $1.23M | 1.50% | −450−4.7% | Reduced |
| Bigelow Investment Advisors, LLC | 9,131 | $1.23M | 0.74% | +1,083+13.5% | Added |
| Carl P. Sherr & Co., LLC | 9,150 | $1.23M | 0.98% | +10.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.24M | 1.47% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 9,216 | $1.24M | 0.09% | 00.0% | Unchanged |
| Laffer Tengler Investments | 9,216 | $1.24M | 0.46% | +31+0.3% | Added |
| Insight Wealth Strategies, LLC | 8,993 | $1.25M | 0.23% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,248 | $1.25M | 0.07% | +603+7.0% | Added |
| Cumberland Partners Ltd | 9,254 | $1.25M | 0.13% | +6,500+236.0% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.25M | 0.19% | 00.0% | Unchanged |
| ACG Wealth | 9,310 | $1.26M | 0.29% | −235−2.5% | Reduced |
| Simmons Bank | 9,406 | $1.27M | 0.12% | −127−1.3% | Reduced |
| Plimoth Trust Co LLC | 9,405 | $1.27M | 0.44% | +926+10.9% | Added |
| Ascent Group, LLC | 8,579 | $1.27M | 0.15% | +771+9.9% | Added |
| Everett Harris & Co | 9,517 | $1.28M | 0.02% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 9,562 | $1.29M | 0.16% | −7−0.1% | Reduced |
| Ingalls & Snyder LLC | 9,585 | $1.29M | 0.07% | −77−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 9,620 | $1.30M | 0.11% | +893+10.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,639 | $1.30M | 0.11% | +971+11.2% | Added |
| Linker Capital Management Inc. | 9,650 | $1.30M | 1.61% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,688 | $1.31M | 0.11% | +654+7.2% | Added |
| Arete Wealth Advisors, LLC | 9,706 | $1.31M | 0.13% | +189+2.0% | Added |
| Argent Advisors, Inc. | 9,743 | $1.31M | 0.77% | +516+5.6% | Added |
| EFG Asset Management (North America) Corp. | 9,763 | $1.32M | 0.30% | −792−7.5% | Reduced |
| Chicago Capital, LLC | 9,849 | $1.33M | 0.08% | −65−0.7% | Reduced |
| Knuff & Co LLC | 9,855 | $1.33M | 0.63% | 00.0% | Unchanged |
| Constitution Capital LLC | 9,900 | $1.34M | 0.89% | +400+4.2% | Added |
| Berkshire Bank | 9,896 | $1.34M | 0.41% | +634+6.8% | Added |
| Regent Peak Wealth Advisors LLC | 9,923 | $1.34M | 0.47% | +9,923 | New |
| McMillion Capital Management Inc | 9,926 | $1.34M | 1.24% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,956 | $1.34M | 0.06% | −38−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 9,971 | $1.34M | 0.13% | −582−5.5% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $1.36M | 1.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 10,103 | $1.36M | 0.11% | −1,364−11.9% | Reduced |
| Ziegler Capital Management, LLC | 10,137 | $1.37M | 0.06% | −113−1.1% | Reduced |
| Institute for Wealth Management, LLC. | 10,185 | $1.37M | 0.31% | −6−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,189 | $1.38M | 0.26% | −100−1.0% | Reduced |
| Rothschild Investment Corp | 10,265 | $1.39M | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,269 | $1.39M | 0.21% | −723−6.6% | Reduced |
| Guardian Capital LP | 10,288 | $1.39M | 0.05% | −3,280−24.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,413 | $1.41M | 0.07% | −397−3.7% | Reduced |
| Belpointe Asset Management LLC | 10,476 | $1.41M | 0.10% | −11,151−51.6% | Reduced |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.41M | 1.12% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,568 | $1.43M | 0.04% | −88−0.8% | Reduced |
| Wintrust Investments LLC | 10,606 | $1.43M | 0.18% | +367+3.6% | Added |
| Inlet Private Wealth, LLC | 10,622 | $1.43M | 0.43% | +8+0.1% | Added |
| Caliber Wealth Management, LLC | 10,716 | $1.45M | 1.14% | +344+3.3% | Added |
| Birinyi Associates Inc | 10,781 | $1.45M | 0.68% | −750−6.5% | Reduced |
| CAPROCK Group, Inc. | 10,784 | $1.46M | 0.14% | +361+3.5% | Added |
| St. Johns Investment Management Company, LLC | 10,818 | $1.46M | 0.96% | +540+5.3% | Added |
| Stock Yards Bank & Trust Co | 10,842 | $1.46M | 0.06% | −34−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 10,899 | $1.47M | 0.06% | −257−2.3% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,901 | $1.47M | 1.04% | −18−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 10,915 | $1.47M | 0.05% | +341+3.2% | Added |
| TKG Advisors, LLC | 10,938 | $1.48M | 1.17% | +10,938 | New |
| Csenge Advisory Group | 10,951 | $1.48M | 0.12% | −401−3.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 10,997 | $1.48M | 1.15% | −105−0.9% | Reduced |
| Gifford Fong Associates | 11,000 | $1.48M | 0.37% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.48M | 0.49% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 11,046 | $1.49M | 0.18% | −33−0.3% | Reduced |
| Profund Advisors LLC | 11,090 | $1.50M | 0.11% | −172−1.5% | Reduced |
| Herbst Group, LLC | 11,100 | $1.50M | 1.23% | +700+6.7% | Added |
| Snowden Capital Advisors LLC | 11,163 | $1.51M | 0.07% | +185+1.7% | Added |
| Metis Global Partners, LLC | 11,167 | $1.51M | 0.24% | +848+8.2% | Added |
| WCG Wealth Advisors LLC | 10,629 | $1.51M | 0.20% | +522+5.2% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.51M | 0.19% | 00.0% | Unchanged |
| American Trust | 11,237 | $1.52M | 0.13% | −412−3.5% | Reduced |
| Adviser Investments LLC | 11,264 | $1.52M | 0.11% | −210−1.8% | Reduced |
| NVWM, LLC | 11,311 | $1.53M | 0.61% | +442+4.1% | Added |
| Sigma Planning Corp | 11,373 | $1.53M | 0.06% | −3,828−25.2% | Reduced |
| SOL Capital Management CO | 11,403 | $1.54M | 0.32% | 00.0% | Unchanged |
| Bailard, Inc. | 11,405 | $1.54M | 0.06% | +613+5.7% | Added |
| Rathbone Brothers plc | 11,476 | $1.55M | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 11,529 | $1.55M | 0.29% | +9,873+596.2% | Added |
| Prime Capital Investment Advisors, LLC | 11,525 | $1.55M | 0.09% | +11,525 | New |
| Aristotle Capital Management, LLC | 11,530 | $1.56M | 0.00% | −86−0.7% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $1.56M | 0.65% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,608 | $1.57M | 0.06% | −2,077−15.2% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.57M | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,662 | $1.57M | 0.15% | 00.0% | Unchanged |
| Fruth Investment Management | 11,800 | $1.59M | 0.53% | 00.0% | Unchanged |
| Change Path, LLC | 11,809 | $1.59M | 0.10% | +40.0% | Added |
| Bull Street Advisors, LLC | 11,842 | $1.60M | 0.90% | +20+0.2% | Added |
| Cape Cod Five Cents Savings Bank | 11,867 | $1.60M | 0.19% | −268−2.2% | Reduced |
| Insight Inv LLC | 11,871 | $1.60M | 1.78% | −10−0.1% | Reduced |
| Doheny Asset Management | 11,903 | $1.61M | 1.61% | +11,903 | New |
| American Portfolios Advisors | 11,921 | $1.61M | 0.07% | −1,446−10.8% | Reduced |
| BLB&B Advisors, LLC | 11,944 | $1.61M | 0.13% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,976 | $1.62M | 0.03% | +1,017+9.3% | Added |
| SRN Advisors, LLC | 11,983 | $1.62M | 1.35% | −252−2.1% | Reduced |