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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.28M | 0.76% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 24,404 | $3.29M | 0.38% | +1,097+4.7% | Added |
| Concentric Wealth Management, LLC | 24,538 | $3.31M | 1.22% | +473+2.0% | Added |
| Seven Eight Capital, LP | 24,532 | $3.31M | 0.66% | +4,410+21.9% | Added |
| Freestone Capital Holdings, LLC | 24,543 | $3.31M | 0.15% | −2,531−9.3% | Reduced |
| Credit Agricole S A | 24,560 | $3.31M | 0.11% | +3,898+18.9% | Added |
| Financial Partners Capital Management LLC | 24,610 | $3.32M | 0.79% | −1,071−4.2% | Reduced |
| Coastal Investment Advisors, Inc. | 24,622 | $3.32M | 0.87% | −1,942−7.3% | Reduced |
| Chicago Trust Co NA | 24,640 | $3.33M | 0.86% | −442−1.8% | Reduced |
| Varma Mutual Pension Insurance Co | 24,757 | $3.34M | 0.06% | +1,066+4.5% | Added |
| Oppenheimer Asset Management Inc. | 24,798 | $3.35M | 0.06% | −327−1.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 24,800 | $3.35M | 0.58% | +4,050+19.5% | Added |
| Bleichroeder LP | 25,000 | $3.37M | 0.70% | 00.0% | Unchanged |
| Univest Financial Corp | 25,231 | $3.40M | 1.11% | +224+0.9% | Added |
| Foster Group, Inc. | 25,451 | $3.43M | 0.28% | +167+0.7% | Added |
| Fiduciary Group LLC | 22,246 | $3.44M | 0.45% | 00.0% | Unchanged |
| Connable Office Inc | 25,635 | $3.46M | 0.56% | −619−2.4% | Reduced |
| Verition Fund Management LLC | 25,655 | $3.46M | 0.05% | +8,161+46.7% | Added |
| Assetmark, Inc | 25,685 | $3.46M | 0.02% | +7,426+40.7% | Added |
| Kingfisher Capital LLC | 25,813 | $3.48M | 0.96% | +2,176+9.2% | Added |
| Girard Partners Ltd. | 25,818 | $3.48M | 0.46% | +6,509+33.7% | Added |
| National Asset Management, Inc. | 25,864 | $3.49M | 0.11% | +3,927+17.9% | Added |
| Wisconsin Capital Management LLC | 25,920 | $3.50M | 2.74% | +3,021+13.2% | Added |
| GFS Advisors, LLC | 25,995 | $3.51M | 0.84% | 00.0% | Unchanged |
| Stephens Inc | 26,040 | $3.51M | 0.08% | −49,962−65.7% | Reduced |
| Independent Advisor Alliance | 26,153 | $3.53M | 0.21% | +728+2.9% | Added |
| Birmingham Capital Management Co Inc | 26,315 | $3.55M | 1.57% | −1,375−5.0% | Reduced |
| Stokes Capital Advisors, LLC | 26,342 | $3.55M | 1.32% | +1,153+4.6% | Added |
| Bessemer Group Inc | 26,455 | $3.57M | 0.01% | +806+3.1% | Added |
| Pine Ridge Advisers LLC | 26,500 | $3.58M | 1.11% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 26,506 | $3.58M | 0.82% | +278+1.1% | Added |
| Adalta Capital Management LLC | 26,530 | $3.58M | 2.57% | −25−0.1% | Reduced |
| Cullen Capital Management LLC | 26,616 | $3.59M | 0.04% | +4,399+19.8% | Added |
| New England Asset Management Inc | 26,707 | $3.60M | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 26,770 | $3.61M | 0.21% | −1,141−4.1% | Reduced |
| Trust Co of Vermont | 26,980 | $3.64M | 0.29% | −212−0.8% | Reduced |
| Roundview Capital LLC | 26,996 | $3.64M | 0.46% | +77+0.3% | Added |
| D.A. Davidson & Co. | 27,141 | $3.67M | 0.05% | +76+0.3% | Added |
| Beacon Pointe Advisors, LLC | 27,226 | $3.67M | 0.08% | +2,543+10.3% | Added |
| Susquehanna Fundamental Investments, LLC | 27,254 | $3.68M | 0.06% | +27,254 | New |
| Boyd Watterson Asset Management LLC | 27,325 | $3.69M | 1.67% | −131−0.5% | Reduced |
| Chatham Capital Group, Inc. | 27,361 | $3.69M | 0.91% | −453−1.6% | Reduced |
| ProVise Management Group, LLC | 27,370 | $3.69M | 0.41% | −8,158−23.0% | Reduced |
| Bouvel Investment Partners, LLC | 27,498 | $3.71M | 2.47% | +666+2.5% | Added |
| Mirova | 27,510 | $3.71M | 0.62% | +1,303+5.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,538 | $3.71M | 0.51% | +250+0.9% | Added |
| LGT Group Foundation | 27,975 | $3.77M | 0.15% | −9,176−24.7% | Reduced |
| Strategic Wealth Designers | 28,078 | $3.79M | 1.09% | +977+3.6% | Added |
| GWM Advisors LLC | 28,193 | $3.80M | 0.06% | −705−2.4% | Reduced |
| E. Ohman J:or Asset Management AB | 28,200 | $3.80M | 0.17% | −900−3.1% | Reduced |
| Wedbush Securities Inc | 28,320 | $3.82M | 0.21% | +2,691+10.5% | Added |
| Hendershot Investments Inc. | 28,630 | $3.86M | 0.73% | 00.0% | Unchanged |
| Stonnington Group, LLC | 26,824 | $3.86M | 1.09% | −405−1.5% | Reduced |
| Veritable, L.P. | 28,686 | $3.87M | 0.08% | −6,028−17.4% | Reduced |
| Sandhill Capital Partners LLC | 28,746 | $3.88M | 0.44% | +206+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 28,801 | $3.89M | 0.09% | +5,612+24.2% | Added |
| First National Trust Co | 28,880 | $3.90M | 0.23% | −1,042−3.5% | Reduced |
| RPG Investment Advisory, LLC | 28,908 | $3.90M | 0.84% | +211+0.7% | Added |
| Goelzer Investment Management, Inc. | 28,917 | $3.90M | 0.39% | −161−0.6% | Reduced |
| Meeder Asset Management Inc | 29,261 | $3.95M | 0.23% | +18,442+170.5% | Added |
| Private Management Group Inc | 29,339 | $3.96M | 0.18% | −4,679−13.8% | Reduced |
| Stratos Wealth Partners, LTD. | 29,507 | $3.98M | 0.11% | −376−1.3% | Reduced |
| Stonegate Investment Group, LLC | 29,704 | $4.01M | 0.18% | −167−0.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,700 | $4.01M | 0.41% | +4,079+15.9% | Added |
| Kestra Private Wealth Services, LLC | 29,772 | $4.02M | 0.23% | +2,814+10.4% | Added |
| Prudential PLC | 30,374 | $4.10M | 0.06% | +983+3.3% | Added |
| Hodges Capital Management Inc. | 30,508 | $4.12M | 0.68% | +1,664+5.8% | Added |
| GDS Wealth Management | 30,864 | $4.16M | 0.93% | +1,752+6.0% | Added |
| Asset Dedication, LLC | 30,828 | $4.17M | 0.46% | +1,397+4.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 30,977 | $4.18M | 1.30% | +206+0.7% | Added |
| Commerzbank Aktiengesellschaft | 30,985 | $4.18M | 0.31% | +575+1.9% | Added |
| Central Trust Co | 31,054 | $4.19M | 0.14% | −234−0.7% | Reduced |
| New Mexico Educational Retirement Board | 31,163 | $4.20M | 0.23% | −2,900−8.5% | Reduced |
| Rodgers Brothers Inc. | 31,200 | $4.21M | 0.90% | −500−1.6% | Reduced |
| Pacific Global Investment Management CO | 31,206 | $4.21M | 1.02% | +398+1.3% | Added |
| Boothbay Fund Management, LLC | 31,256 | $4.22M | 0.14% | −7,709−19.8% | Reduced |
| Choate Investment Advisors | 31,484 | $4.25M | 0.28% | 00.0% | Unchanged |
| Andra AP-fonden | 31,600 | $4.26M | 0.14% | −5,700−15.3% | Reduced |
| Synovus Financial Corp | 31,830 | $4.29M | 0.05% | +1,821+6.1% | Added |
| Pavion Blue Capital, LLC | 32,176 | $4.34M | 3.11% | −90.0% | Reduced |
| Teamwork Financial Advisors, LLC | 32,428 | $4.38M | 0.94% | +6,008+22.7% | Added |
| O'Shaughnessy Asset Management, LLC | 32,607 | $4.40M | 0.08% | +3,790+13.2% | Added |
| KMG Fiduciary Partners, LLC | 32,616 | $4.40M | 0.85% | −10,674−24.7% | Reduced |
| Unison Asset Management LLC | 32,673 | $4.41M | 3.97% | +3,522+12.1% | Added |
| Stamos Capital Partners, L.P. | 32,810 | $4.43M | 1.13% | +24,920+315.8% | Added |
| Covington Capital Management | 33,036 | $4.46M | 0.19% | +41+0.1% | Added |
| Gradient Investments LLC | 33,110 | $4.47M | 0.14% | +2,839+9.4% | Added |
| Capstone Investment Advisors, LLC | 33,169 | $4.47M | 0.10% | +21,910+194.6% | Added |
| Heritage Trust Co | 33,457 | $4.51M | 0.79% | −256−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 33,559 | $4.53M | 0.23% | −2,831−7.8% | Reduced |
| First Hawaiian Bank | 33,626 | $4.54M | 0.18% | +630+1.9% | Added |
| First Interstate Bank | 33,824 | $4.56M | 0.37% | +2,429+7.7% | Added |
| SP Asset Management | 33,894 | $4.57M | 0.63% | +98+0.3% | Added |
| Searle & Co. | 34,090 | $4.60M | 1.77% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 34,189 | $4.61M | 2.24% | −200−0.6% | Reduced |
| Prio Wealth Limited Partnership | 34,205 | $4.61M | 0.20% | +400+1.2% | Added |
| Meyer Handelman Co | 34,500 | $4.65M | 0.22% | 00.0% | Unchanged |
| Eastern Bank | 34,524 | $4.66M | 0.27% | +749+2.2% | Added |
| Guardian Capital Advisors LP | 34,174 | $4.67M | 0.58% | +220+0.6% | Added |
| Metropolitan Life Insurance Co | 35,151 | $4.74M | 0.22% | −1,024−2.8% | Reduced |