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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 395 | $53.0K | 0.01% | +395 | New |
| Field & Main Bank | 400 | $54.0K | 0.04% | −23−5.4% | Reduced |
| Gleason Group, Inc. | 398 | $54.0K | 0.02% | +2+0.5% | Added |
| Boit C F David | 400 | $54.0K | 0.04% | +400 | New |
| Coastal Capital Group, Inc. | 407 | $55.0K | 0.02% | +1+0.2% | Added |
| West Paces Advisors Inc. | 421 | $56.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 420 | $57.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $61.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 468 | $63.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 470 | $63.0K | 0.01% | +22+4.9% | Added |
| Beaird Harris Wealth Management, LLC | 480 | $65.0K | 0.01% | +1+0.2% | Added |
| C M Bidwell & Associates Ltd | 480 | $65.0K | 0.05% | +480 | New |
| Sageworth Trust Co | 500 | $67.0K | 0.01% | −1,510−75.1% | Reduced |
| Pittenger & Anderson Inc | 500 | $67.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $67.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 495 | $67.0K | 0.03% | +2+0.4% | Added |
| Core Wealth Advisors, Inc. | 497 | $67.0K | 0.04% | +490+7,000.0% | Added |
| Plante Moran Financial Advisors, LLC | 503 | $68.0K | 0.01% | +100+24.8% | Added |
| Dividend Assets Capital, LLC | 515 | $69.0K | 0.02% | −50−8.8% | Reduced |
| Baystate Wealth Management LLC | 513 | $69.0K | 0.01% | +1+0.2% | Added |
| New Millennium Group LLC | 506 | $69.0K | 0.08% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 470 | $70.0K | 0.03% | +470 | New |
| Carmichael Hill & Associates, Inc. | 532 | $72.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 545 | $73.5K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 551 | $74.0K | 0.01% | −262−32.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 550 | $74.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 550 | $74.0K | 0.01% | +171+45.1% | Added |
| Westchester Capital Management, Inc. | 560 | $76.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $76.9K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 588 | $79.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 591 | $80.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 592 | $80.0K | 0.08% | +146+32.7% | Added |
| Itau Unibanco Holding S.A. | 596 | $80.0K | 0.00% | +596 | New |
| Zions Bancorporation, N.A. | 603 | $81.0K | 0.01% | −1,309−68.5% | Reduced |
| Ulland Investment Advisors, LLC | 600 | $81.0K | 0.09% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 616 | $83.0K | 0.00% | +21+3.5% | Added |
| PSI Advisors, LLC | 612 | $83.0K | 0.04% | +200+48.5% | Added |
| Colonial Trust Co | 616 | $83.0K | 0.03% | +616 | New |
| Savior LLC | 624 | $84.0K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 628 | $85.0K | 0.05% | −100−13.7% | Reduced |
| Larson Financial Group LLC | 651 | $88.0K | 0.01% | +413+173.5% | Added |
| Versant Capital Management, Inc | 664 | $90.0K | 0.04% | −59−8.2% | Reduced |
| Logan Capital Management Inc | 665 | $90.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 671 | $91.0K | 0.03% | −69−9.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $93.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 687 | $93.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 725 | $98.0K | 0.01% | +8+1.1% | Added |
| Endurance Wealth Management, Inc. | 738 | $100.0K | 0.02% | −25−3.3% | Reduced |
| American National Bank | 742 | $100.0K | 0.02% | +172+30.2% | Added |
| First Community Trust NA | 747 | $101.0K | 0.14% | 00.0% | Unchanged |
| Archer Investment Corp | 750 | $101.2K | 0.04% | 00.0% | Unchanged |
| Surevest, LLC | 773 | $104.0K | 0.03% | −293−27.5% | Reduced |
| First Financial Corp | 795 | $107.0K | 0.07% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 803 | $108.0K | 0.00% | −168,100−99.5% | Reduced |
| Mascoma Wealth Management LLC | 809 | $109.0K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 815 | $110.0K | 0.06% | +1+0.1% | Added |
| Ancora Advisors, LLC | 821 | $111.0K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 816 | $112.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $113.0K | 0.01% | −3,300−79.7% | Reduced |
| State of Wyoming | 841 | $113.0K | 0.06% | +482+134.3% | Added |
| Legacy Bridge, LLC | 865 | $117.0K | 0.09% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $119.0K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 899 | $121.0K | 0.10% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 915 | $123.0K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 959 | $129.0K | 0.08% | −149−13.4% | Reduced |
| CNB Bank | 963 | $130.0K | 0.09% | −177−15.5% | Reduced |
| Osterweis Capital Management Inc | 982 | $132.0K | 0.01% | +982 | New |
| Close Asset Management Ltd | 1,001 | $135.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,003 | $135.0K | 0.10% | +3+0.3% | Added |
| Wagner Wealth Management, LLC | 1,033 | $139.0K | 0.10% | −26−2.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,030 | $139.0K | 0.00% | +11+1.1% | Added |
| Key Financial Inc | 1,063 | $143.0K | 0.07% | +23+2.2% | Added |
| Bank of New Hampshire | 1,075 | $145.0K | 0.05% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,093 | $146.0K | 0.29% | +1,093 | New |
| Newbridge Financial Services Group, Inc. | 1,109 | $150.0K | 0.09% | +160+16.9% | Added |
| Cowa, LLC | 1,129 | $152.0K | 0.10% | +1,129 | New |
| EverSource Wealth Advisors, LLC | 1,142 | $154.0K | 0.04% | +397+53.3% | Added |
| Standard Family Office LLC | 1,150 | $155.0K | 0.07% | +1,150 | New |
| SRS Capital Advisors, Inc. | 1,157 | $156.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,166 | $157.0K | 0.04% | +44+3.9% | Added |
| Global Financial Private Client, LLC | 1,132 | $158.5K | 0.09% | −122−9.7% | Reduced |
| Atlantic Trust, LLC | 1,194 | $161.0K | 0.06% | +1,194 | New |
| Raleigh Capital Management Inc. | 1,199 | $162.0K | 0.09% | +71+6.3% | Added |
| Quent Capital, LLC | 1,224 | $165.0K | 0.03% | +194+18.8% | Added |
| Pacer Advisors, Inc. | 1,223 | $165.0K | 0.00% | +252+26.0% | Added |
| CVA Family Office, LLC | 1,220 | $165.0K | 0.04% | +295+31.9% | Added |
| Independence Bank of Kentucky | 1,230 | $166.0K | 0.08% | −100−7.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,232 | $166.0K | 0.06% | +22+1.8% | Added |
| QVR LLC | 1,240 | $167.0K | 0.15% | −2,362−65.6% | Reduced |
| Lindbrook Capital, LLC | 1,238 | $167.0K | 0.03% | −258−17.2% | Reduced |
| Magellan Asset Management Ltd | 1,258 | $170.0K | 0.00% | −122−8.8% | Reduced |
| Valley National Advisers Inc | 1,178 | $172.0K | 0.04% | +2+0.2% | Added |
| Alan B. Lancz & Associates, Inc. | 1,300 | $175.0K | 0.21% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,329 | $179.0K | 0.03% | −1,347−50.3% | Reduced |
| Carmignac Gestion | 1,350 | $182.0K | 0.00% | −586−30.3% | Reduced |
| Tortoise Investment Management, LLC | 1,355 | $183.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,365 | $184.0K | 0.02% | +99+7.8% | Added |
| HHM Wealth Advisors, LLC | 1,371 | $185.0K | 0.05% | −400−22.6% | Reduced |
| Providence Capital Advisors, LLC | 1,377 | $186.0K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,393 | $188.0K | 0.03% | +70+5.3% | Added |