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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 11,995 | $1.62M | 0.12% | +1,709+16.6% | Added |
| Independent Investors Inc | 12,000 | $1.62M | 0.46% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,088 | $1.63M | 0.10% | +446+3.8% | Added |
| Pinnacle Wealth Management, LLC | 12,101 | $1.63M | 1.98% | +250+2.1% | Added |
| Dynamic Technology Lab Private Ltd | 12,126 | $1.64M | 0.16% | −6,585−35.2% | Reduced |
| Caldwell Trust Co | 12,137 | $1.64M | 0.24% | +285+2.4% | Added |
| Parallel Advisors, LLC | 12,152 | $1.64M | 0.08% | +1,672+16.0% | Added |
| Madison Wealth Management | 12,155 | $1.64M | 0.41% | +241+2.0% | Added |
| CSM Advisors, LLC | 12,189 | $1.64M | 0.18% | +130+1.1% | Added |
| Ashfield Capital Partners, LLC | 12,226 | $1.65M | 0.14% | −600−4.7% | Reduced |
| Montag A & Associates Inc | 12,260 | $1.65M | 0.11% | +84+0.7% | Added |
| Moors & Cabot, Inc. | 12,329 | $1.66M | 0.13% | −95−0.8% | Reduced |
| Personal Capital Advisors Corp | 12,349 | $1.67M | 0.01% | +463+3.9% | Added |
| Cito Capital Group, LLC | 12,400 | $1.67M | 0.96% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,160 | $1.68M | 0.06% | −13,550−52.7% | Reduced |
| Smith, Salley & Associates | 12,512 | $1.69M | 0.16% | +14+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 12,536 | $1.69M | 0.08% | +807+6.9% | Added |
| Aviance Capital Partners, LLC | 12,541 | $1.69M | 0.42% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 11,969 | $1.69M | 1.53% | −50−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,564 | $1.70M | 0.65% | +220+1.8% | Added |
| Warther Private Wealth, LLC | 12,700 | $1.71M | 1.36% | +3,800+42.7% | Added |
| Blue Zone Wealth Advisors, LLC | 12,710 | $1.72M | 0.89% | −9,300−42.3% | Reduced |
| Jacobi Capital Management LLC | 12,731 | $1.72M | 0.24% | +22+0.2% | Added |
| Ballentine Partners, LLC | 12,741 | $1.72M | 0.06% | +1,001+8.5% | Added |
| Pinnacle Holdings, LLC | 12,744 | $1.72M | 0.81% | +128+1.0% | Added |
| Graham Capital Management, L.P. | 12,751 | $1.72M | 0.07% | −2,343−15.5% | Reduced |
| South State Corp. | 12,792 | $1.73M | 0.17% | −151−1.2% | Reduced |
| Quadrant Capital Group LLC | 12,803 | $1.73M | 0.23% | +463+3.8% | Added |
| River & Mercantile Asset Management LLP | 12,794 | $1.73M | 0.33% | −1,150−8.2% | Reduced |
| Greenfield Savings Bank | 12,859 | $1.74M | 1.25% | −146−1.1% | Reduced |
| BBR Partners, LLC | 12,869 | $1.74M | 0.22% | −997−7.2% | Reduced |
| Boston Family Office LLC | 12,942 | $1.75M | 0.16% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 12,958 | $1.75M | 0.25% | −146−1.1% | Reduced |
| Corient Capital Partners, LLC | 12,699 | $1.76M | 0.14% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 13,053 | $1.76M | 0.07% | +2,004+18.1% | Added |
| QV Investors Inc. | 13,070 | $1.76M | 0.17% | 00.0% | Unchanged |
| Welch Group, LLC | 13,101 | $1.77M | 0.12% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 13,215 | $1.78M | 0.55% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,253 | $1.79M | 0.12% | +6,828+106.3% | Added |
| First Dallas Securities Inc. | 13,252 | $1.79M | 1.23% | +5,127+63.1% | Added |
| Private Asset Management Inc | 13,280 | $1.79M | 0.32% | −644−4.6% | Reduced |
| Wolf Group Capital Advisors | 13,321 | $1.80M | 0.98% | +10+0.1% | Added |
| Ahl Investment Management, Inc. | 13,332 | $1.80M | 1.85% | −50−0.4% | Reduced |
| Signature Wealth Management Group | 13,341 | $1.80M | 0.91% | −269−2.0% | Reduced |
| Valueworks LLC | 13,366 | $1.80M | 0.74% | −99−0.7% | Reduced |
| Benedict Financial Advisors Inc | 51,995 | $1.80M | 0.58% | +38,844+295.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,426 | $1.81M | 0.22% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 13,525 | $1.82M | 0.27% | −3,887−22.3% | Reduced |
| Fort Sheridan Advisors LLC | 13,556 | $1.83M | 0.62% | +74+0.5% | Added |
| Investment Advisory Services Inc | 13,627 | $1.84M | 1.10% | +139+1.0% | Added |
| Sawyer & Company, Inc | 13,683 | $1.85M | 1.01% | 00.0% | Unchanged |
| Lincoln Capital LLC | 13,879 | $1.87M | 0.58% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 13,970 | $1.89M | 1.39% | +143+1.0% | Added |
| Park Avenue Securities LLC | 14,124 | $1.91M | 0.04% | +2,135+17.8% | Added |
| Arabesque Asset Management Ltd | 14,197 | $1.92M | 0.93% | +2,140+17.7% | Added |
| Modera Wealth Management, LLC | 14,200 | $1.92M | 0.10% | −2,467−14.8% | Reduced |
| Avantax Advisory Services, Inc. | 14,370 | $1.94M | 0.03% | −998−6.5% | Reduced |
| Kanawha Capital Management LLC | 14,584 | $1.97M | 0.22% | +305+2.1% | Added |
| Erste Asset Management GmbH | 14,406 | $1.99M | 0.04% | +2,315+19.1% | Added |
| Alps Advisors Inc | 14,853 | $2.00M | 0.02% | +1,776+13.6% | Added |
| Pettee Investors, Inc. | 14,871 | $2.01M | 1.08% | +35+0.2% | Added |
| Resonant Capital Advisors, LLC | 14,880 | $2.01M | 0.31% | −168−1.1% | Reduced |
| Rehmann Capital Advisory Group | 14,878 | $2.01M | 0.22% | −239−1.6% | Reduced |
| West Oak Capital, LLC | 14,952 | $2.02M | 1.09% | −80−0.5% | Reduced |
| Pearl River Capital, LLC | 15,000 | $2.02M | 0.38% | +10,422+227.7% | Added |
| Anson Funds Management LP | 15,000 | $2.02M | 0.39% | +15,000 | New |
| Vestcor Inc | 15,084 | $2.04M | 0.08% | +62+0.4% | Added |
| Jennison Associates LLC | 15,147 | $2.04M | 0.00% | −718−4.5% | Reduced |
| Western Wealth Management, LLC | 15,048 | $2.05M | 0.12% | −3,813−20.2% | Reduced |
| Essex Investment Management Co LLC | 15,234 | $2.06M | 0.33% | −292−1.9% | Reduced |
| Haverford Trust Co | 15,326 | $2.07M | 0.03% | −1,325−8.0% | Reduced |
| Columbia Asset Management | 15,348 | $2.07M | 0.55% | −704−4.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 15,381 | $2.08M | 0.12% | −2,771−15.3% | Reduced |
| Evercore Wealth Management, LLC | 15,411 | $2.08M | 0.05% | +107+0.7% | Added |
| Hotaling Investment Management, LLC | 15,416 | $2.08M | 1.00% | +521+3.5% | Added |
| William Allan, LLC | 15,442 | $2.08M | 1.92% | +1,251+8.8% | Added |
| Empirical Finance, LLC | 15,545 | $2.10M | 0.25% | +2,464+18.8% | Added |
| Moody National Bank Trust Division | 15,671 | $2.11M | 0.22% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 15,703 | $2.12M | 1.09% | +75+0.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,733 | $2.12M | 1.31% | −126−0.8% | Reduced |
| Lido Advisors, LLC | 15,808 | $2.13M | 0.04% | −1,042−6.2% | Reduced |
| Selway Asset Management | 15,830 | $2.14M | 1.25% | +45+0.3% | Added |
| Steel Canyon Capital, LLC | 15,990 | $2.16M | 5.49% | −7,580−32.2% | Reduced |
| TownSquare Capital, LLC | 15,987 | $2.16M | 0.06% | +1,273+8.7% | Added |
| Bennicas & Associates, Inc. | 16,050 | $2.17M | 1.38% | −125−0.8% | Reduced |
| Power Corp of Canada | 16,056 | $2.17M | 0.32% | +1,902+13.4% | Added |
| Condor Capital Management | 16,087 | $2.17M | 0.28% | +93+0.6% | Added |
| Eads & Heald Wealth Management | 16,138 | $2.18M | 1.23% | +297+1.9% | Added |
| AlphaCrest Capital Management LLC | 16,163 | $2.18M | 0.13% | −36,576−69.4% | Reduced |
| Tower Bridge Advisors | 16,177 | $2.18M | 0.19% | −150−0.9% | Reduced |
| Hightower 6M Holding, LLC | 16,221 | $2.19M | 0.20% | +1,025+6.7% | Added |
| Glenview Trust Co | 16,236 | $2.19M | 0.08% | +137+0.9% | Added |
| Silvant Capital Management LLC | 16,281 | $2.20M | 0.15% | −63−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 16,321 | $2.20M | 0.07% | −1,552−8.7% | Reduced |
| Northstar Group, Inc. | 16,337 | $2.20M | 0.66% | +40.0% | Added |
| Beese Fulmer Investment Management, Inc. | 16,688 | $2.25M | 0.30% | −309−1.8% | Reduced |
| IFG Advisory, LLC | 16,689 | $2.25M | 0.20% | +4,513+37.1% | Added |
| Siemens Fonds Invest GmbH | 16,691 | $2.25M | 0.26% | −794−4.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,691 | $2.25M | 0.05% | +2,143+14.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,716 | $2.25M | 0.10% | +85+0.5% | Added |