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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 16,724 | $2.26M | 0.14% | −1,046−5.9% | Reduced |
| Brave Asset Management Inc | 16,869 | $2.28M | 1.17% | +1,715+11.3% | Added |
| Altshuler Shaham Ltd | 16,811 | $2.32M | 0.06% | −6,526−28.0% | Reduced |
| Bank of Stockton | 17,221 | $2.32M | 0.90% | −1,039−5.7% | Reduced |
| FORA Capital, LLC | 17,278 | $2.33M | 0.45% | −4,798−21.7% | Reduced |
| Bill Few Associates, Inc. | 17,350 | $2.34M | 1.58% | −475−2.7% | Reduced |
| Gilman Hill Asset Management, LLC | 17,346 | $2.34M | 0.55% | +1,312+8.2% | Added |
| Ieq Capital, LLC | 17,365 | $2.34M | 0.06% | +7,307+72.6% | Added |
| Courier Capital LLC | 17,453 | $2.35M | 0.29% | 00.0% | Unchanged |
| Canandaigua National Corp | 17,540 | $2.37M | 0.42% | −467−2.6% | Reduced |
| Elgethun Capital Management | 17,550 | $2.37M | 0.95% | +164+0.9% | Added |
| Cutler Group LP | 17,566 | $2.37M | 0.29% | +5,294+43.1% | Added |
| BFSG, LLC | 17,623 | $2.38M | 0.51% | +380+2.2% | Added |
| EP Wealth Advisors, LLC | 17,737 | $2.39M | 0.05% | +620+3.6% | Added |
| Quantbot Technologies LP | 17,802 | $2.40M | 0.18% | −281−1.6% | Reduced |
| Busey Wealth Management | 17,853 | $2.41M | 0.12% | −19−0.1% | Reduced |
| Callahan Advisors, LLC | 17,865 | $2.41M | 0.35% | +97+0.5% | Added |
| Intrinsic Value Partners, LLC | 17,973 | $2.42M | 3.37% | −1,090−5.7% | Reduced |
| Regent Investment Management LLC | 18,066 | $2.44M | 0.71% | +1,020+6.0% | Added |
| Salvus Wealth Management, LLC | 18,073 | $2.44M | 2.32% | −15−0.1% | Reduced |
| Lincoln National Corp | 18,071 | $2.44M | 0.06% | +977+5.7% | Added |
| Davy Global Fund Management Ltd | 18,205 | $2.46M | 0.55% | −1,015−5.3% | Reduced |
| WP Advisors, LLC | 18,211 | $2.46M | 1.11% | +57+0.3% | Added |
| NFJ Investment Group, LLC | 18,271 | $2.46M | 0.07% | −17,156−48.4% | Reduced |
| Clearstead Advisors, LLC | 18,368 | $2.48M | 0.23% | −731−3.8% | Reduced |
| Pacifica Capital Investments, LLC | 18,400 | $2.48M | 0.94% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 18,497 | $2.50M | 0.44% | +1,325+7.7% | Added |
| Oliver Luxxe Assets LLC | 18,608 | $2.51M | 0.78% | +534+3.0% | Added |
| Vident Investment Advisory, LLC | 19,859 | $2.51M | 0.08% | −341−1.7% | Reduced |
| Chase Investment Counsel Corp | 18,770 | $2.53M | 1.60% | −181−1.0% | Reduced |
| Engineers Gate Manager LP | 18,804 | $2.54M | 0.16% | −23,338−55.4% | Reduced |
| Mount Vernon Associates Inc | 18,821 | $2.54M | 3.31% | +220+1.2% | Added |
| Fundamentun, LLC | 18,871 | $2.55M | 0.51% | −1,413−7.0% | Reduced |
| Raymond James Trust N.A. | 18,914 | $2.55M | 0.10% | −694−3.5% | Reduced |
| Naples Global Advisors, LLC | 18,966 | $2.56M | 0.35% | +380+2.0% | Added |
| Kingsview Wealth Management, LLC | 19,043 | $2.57M | 0.12% | +844+4.6% | Added |
| Grandfield & Dodd, LLC | 19,059 | $2.57M | 0.21% | −2,323−10.9% | Reduced |
| Trinity Legacy Partners, LLC | 19,132 | $2.58M | 1.10% | +999+5.5% | Added |
| Federated Hermes, Inc. | 19,160 | $2.58M | 0.01% | −121−0.6% | Reduced |
| Brookstone Capital Management | 18,911 | $2.59M | 0.06% | +8,737+85.9% | Added |
| Advisory Services Network, LLC | 19,213 | $2.59M | 0.09% | −441−2.2% | Reduced |
| Acadian Asset Management LLC | 19,428 | $2.62M | 0.01% | −20,246−51.0% | Reduced |
| M. Kulyk & Associates, LLC | 19,547 | $2.64M | 0.92% | 00.0% | Unchanged |
| G&S Capital LLC | 19,544 | $2.64M | 1.40% | +17,104+701.0% | Added |
| Everence Capital Management Inc | 19,754 | $2.67M | 0.25% | 00.0% | Unchanged |
| Greenleaf Trust | 19,840 | $2.68M | 0.04% | +2,185+12.4% | Added |
| Stone Point Wealth LLC | 19,906 | $2.69M | 1.65% | +882+4.6% | Added |
| Hudson Valley Investment Advisors Inc | 19,957 | $2.69M | 0.43% | +1,166+6.2% | Added |
| DCM Advisors, LLC | 19,971 | $2.69M | 1.35% | −756−3.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,000 | $2.70M | 0.22% | +465+2.4% | Added |
| Azimuth Capital Investment Management LLC | 20,035 | $2.70M | 0.15% | −465−2.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.71M | 3.09% | 00.0% | Unchanged |
| Wright Investors Service Inc | 20,280 | $2.74M | 0.86% | +8,248+68.6% | Added |
| Lakeview Capital Partners, LLC | 20,305 | $2.74M | 1.08% | +476+2.4% | Added |
| Ropes Wealth Advisors LLC | 20,310 | $2.74M | 0.58% | +1,610+8.6% | Added |
| Horizon Investments, LLC | 20,523 | $2.76M | 0.09% | −1,748−7.8% | Reduced |
| Cresset Asset Management, LLC | 20,460 | $2.76M | 0.03% | −3,756−15.5% | Reduced |
| TD Private Client Wealth LLC | 20,587 | $2.78M | 0.14% | +296+1.5% | Added |
| Americana Partners, LLC | 20,972 | $2.83M | 0.51% | +464+2.3% | Added |
| Cerity Partners LLC | 21,179 | $2.86M | 0.03% | −60.0% | Reduced |
| Ninety One SA (PTY) Ltd | 20,756 | $2.86M | 1.13% | +17,326+505.1% | Added |
| Kathleen S. Wright Associates Inc. | 21,227 | $2.86M | 2.32% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,244 | $2.87M | 0.12% | −1,492−6.6% | Reduced |
| Martingale Asset Management L P | 21,301 | $2.87M | 0.06% | +13,999+191.7% | Added |
| Chartwell Investment Partners, LLC | 21,391 | $2.89M | 0.12% | +409+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,495 | $2.90M | 0.27% | +655+3.1% | Added |
| Leonteq Securities AG | 21,754 | $2.93M | 0.15% | −3,591−14.2% | Reduced |
| Venture Visionary Partners LLC | 21,858 | $2.95M | 0.24% | +47+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 22,039 | $2.97M | 0.16% | +318+1.5% | Added |
| Family Management Corp | 22,208 | $3.00M | 0.80% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 22,278 | $3.01M | 0.07% | −5,702−20.4% | Reduced |
| Chapman Investment Management, LLC | 22,302 | $3.01M | 2.20% | +1,624+7.9% | Added |
| Richard Bernstein Advisors LLC | 22,534 | $3.04M | 0.08% | −6,005−21.0% | Reduced |
| Chemistry Wealth Management LLC | 22,558 | $3.04M | 1.20% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 22,653 | $3.06M | 0.15% | +1,052+4.9% | Added |
| Hancock Whitney Corp | 22,655 | $3.06M | 0.13% | −772−3.3% | Reduced |
| Front Barnett Associates LLC | 22,682 | $3.06M | 0.40% | 00.0% | Unchanged |
| Park National Corp | 22,712 | $3.06M | 0.15% | −785−3.3% | Reduced |
| Grassi Investment Management | 22,960 | $3.10M | 0.46% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 22,979 | $3.10M | 0.43% | −96−0.4% | Reduced |
| Castleark Management LLC | 22,975 | $3.10M | 0.17% | 00.0% | Unchanged |
| Ceera Investments, LLC | 22,986 | $3.10M | 2.06% | −505−2.1% | Reduced |
| RBF Capital, LLC | 23,000 | $3.10M | 0.27% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 23,085 | $3.11M | 0.02% | −2,617−10.2% | Reduced |
| Advisor Partners II, LLC | 23,144 | $3.12M | 0.24% | +23,144 | New |
| Strategic Wealth Partners, Ltd. | 23,311 | $3.14M | 0.67% | +1,611+7.4% | Added |
| Hutner Capital Management Inc | 23,390 | $3.16M | 2.21% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 23,410 | $3.16M | 0.90% | +520+2.3% | Added |
| United Services Automobile Association | 23,420 | $3.16M | 0.09% | +900+4.0% | Added |
| Regentatlantic Capital LLC | 23,524 | $3.17M | 0.09% | +103+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 23,751 | $3.20M | 0.26% | +547+2.4% | Added |
| Putnam Investments LLC | 23,808 | $3.21M | 0.01% | +21,319+856.5% | Added |
| Overbrook Management Corp | 23,828 | $3.21M | 0.91% | 00.0% | Unchanged |
| Allstate Corp | 23,962 | $3.23M | 0.09% | +3,464+16.9% | Added |
| Virtu Financial LLC | 24,089 | $3.25M | 0.30% | +21,027+686.7% | Added |
| Wetherby Asset Management Inc | 24,105 | $3.25M | 0.23% | +1,337+5.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,122 | $3.25M | 0.33% | −12,655−34.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,180 | $3.26M | 0.54% | −2,590−9.7% | Reduced |
| Wellington Shields Capital Management, LLC | 24,259 | $3.27M | 0.78% | −131−0.5% | Reduced |
| NatWest Group plc | 24,323 | $3.28M | 1.91% | −20,619−45.9% | Reduced |