Skip to main content

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.

Institutional holdersQ3 2022: 1,919 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ3 2022: $85.1B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2022.

Institutions holding AXP in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.5,839,441$787.8M0.25%−207,794−3.4%Reduced
Dodge & Cox5,939,589$801.3M0.61%−583,395−8.9%Reduced
FMR LLC6,144,854$829.0M0.09%−799,126−11.5%Reduced
Nuveen Asset Management, LLC6,525,852$880.4M0.36%+602,762+10.2%Added
Northern Trust Corp7,436,174$1.00B0.23%−116,294−1.5%Reduced
Geode Capital Management, LLC10,280,769$1.39B0.21%−21,413−0.2%Reduced
Bank of America Corp11,899,122$1.61B0.21%+1,584,260+15.4%Added
Morgan Stanley12,468,142$1.68B0.23%−252,203−2.0%Reduced
Massachusetts Financial Services Co12,592,830$1.70B0.64%−542,067−4.1%Reduced
Fisher Asset Management, LLC15,038,787$2.03B1.52%−316,432−2.1%Reduced
JPMorgan Chase & Co16,087,321$2.17B0.34%+540,816+3.5%Added
Wellington Management Group LLP23,684,994$3.20B0.68%−195,808−0.8%Reduced
State Street Corp31,327,357$4.23B0.27%−352,689−1.1%Reduced
BlackRock Inc.44,553,661$6.01B0.21%+665,857+1.5%Added
Vanguard Group Inc47,021,415$6.34B0.19%+103,566+0.2%Added
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$20.5B6.91%00.0%Unchanged
We Are One Seven, LLC6,901––+78+1.1%Added
Westside Investment Management, Inc.693––00.0%Unchanged
Sofos Investments, Inc.2,835––−2,864−50.3%Reduced
Proequities, Inc.0$00.00%−16,472−100.0%Sold out
Twin Tree Management, LP0$00.00%−272,507−100.0%Sold out
Marsico Capital Management LLC0$00.00%−160,524−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−120,000−100.0%Sold out
Sandler Capital Management0$00.00%−92,232−100.0%Sold out
Crestline Management, LP0$00.00%−46,000−100.0%Sold out
Azora Capital LP0$00.00%−44,950−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−43,000−100.0%Sold out
Natixis Investment Managers International0$00.00%−30,500−100.0%Sold out
Bridgewater Associates, LP0$00.00%−29,368−100.0%Sold out
EHP Funds Inc.0$00.00%−21,200−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−19,773−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−19,140−100.0%Sold out
Inscription Capital, LLC0$00.00%−18,796−100.0%Sold out
IMC-Chicago, LLC0$00.00%−16,533−100.0%Sold out
F/M Investments LLC0$00.00%−13,111−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−15,034−100.0%Sold out
KCM Investment Advisors LLC0$00.00%−12,609−100.0%Sold out
Icon Advisers Inc0$00.00%−12,500−100.0%Sold out
Cinctive Capital Management LP0$00.00%−12,251−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,100−100.0%Sold out
U S Global Investors Inc0$00.00%−10,500−100.0%Sold out
Citizens Business Bank0$00.00%−10,500−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−9,395−100.0%Sold out
Quantamental Technologies LLC0$00.00%−9,380−100.0%Sold out
Hartline Investment Corp0$00.00%−10,466−100.0%Sold out
PDT Partners, LLC0$00.00%−8,313−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−8,128−100.0%Sold out
Sabadell Asset Management, S.A S.G.I.I.C0$00.00%−7,662−100.0%Sold out
AIA Group Ltd0$00.00%−7,400−100.0%Sold out
Ativo Capital Management LLC0$00.00%−7,011−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−6,890−100.0%Sold out
Legacy Wealth Asset Management, LLC0$00.00%−6,563−100.0%Sold out
united american securities inc. (d/b/a uas asset management)0$00.00%−5,745−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
JB Capital LLC0$00.00%−5,439−100.0%Sold out
Souders Financial Advisors0$00.00%−5,126−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−4,645−100.0%Sold out
Stevens Capital Management LP0$00.00%−4,468−100.0%Sold out
Capitolis Advisors LLC0$00.00%−4,442−100.0%Sold out
Centiva Capital, LP0$00.00%−4,333−100.0%Sold out
Emfo, LLC0$00.00%−4,250−100.0%Sold out
Cadence Bank NA0$00.00%−3,725−100.0%Sold out
Optas, LLC0$00.00%−3,727−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−3,584−100.0%Sold out
Shay Capital LLC0$00.00%−3,000−100.0%Sold out
Fiducient Advisors LLC0$00.00%−2,886−100.0%Sold out
Barings LLC0$00.00%−2,818−100.0%Sold out
Navis Wealth Advisors, LLC0$00.00%−2,684−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−2,625−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−2,309−100.0%Sold out
Oak Thistle LLC0$00.00%−2,304−100.0%Sold out
MBL Wealth, LLC0$00.00%−2,293−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−2,234−100.0%Sold out
Aprio Wealth Management, LLC0$00.00%−2,157−100.0%Sold out
Hamilton Capital, LLC0$00.00%−2,129−100.0%Sold out
Davidson Trust Co0$00.00%−1,948−100.0%Sold out
DSC Advisors, L.P.0$00.00%−1,812−100.0%Sold out
Town & Country Bank & Trust CO dba First Bankers Trust CO0$00.00%−1,800−100.0%Sold out
Rosenbaum Jay D.0$00.00%−1,804−100.0%Sold out
Wealth Advisors of Tampa Bay, LLC0$00.00%−1,800−100.0%Sold out
West Family Investments, Inc.0$00.00%−1,765−100.0%Sold out
Laird Norton Trust Company, LLC0$00.00%−1,743−100.0%Sold out
Dumont & Blake Investment Advisors LLC0$00.00%−1,735−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−1,727−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−1,719−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−1,468−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−1,702−100.0%Sold out
Round Rock Advisors, LLC0$00.00%−1,701−100.0%Sold out
Abacus Planning Group, Inc.0$00.00%−1,673−100.0%Sold out
Bahl & Gaynor Inc0$00.00%−1,663−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−1,650−100.0%Sold out
Probity Advisors, Inc.0$00.00%−1,506−100.0%Sold out
Violich Capital Management, Inc.0$00.00%−1,500−100.0%Sold out
Parametrica Management Ltd0$00.00%−1,506−100.0%Sold out
KCS Wealth Advisory0$00.00%−1,500−100.0%Sold out
Cedar Brook Financial Partners, LLC0$00.00%−1,499−100.0%Sold out
Latitude Advisors, LLC0$00.00%−1,500−100.0%Sold out
Intrust Bank NA0$00.00%−1,491−100.0%Sold out
Peterson Wealth Services0$00.00%−1,460−100.0%Sold out
Garner Asset Management Corp0$00.00%−1,453−100.0%Sold out