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 |
|---|---|---|---|---|---|
| Fagan Associates, Inc. | 1,725 | $233.0K | 0.07% | +25+1.5% | Added |
| Kore Private Wealth LLC | 1,732 | $234.0K | 0.04% | −246−12.4% | Reduced |
| Annex Advisory Services, LLC | 1,737 | $234.0K | 0.02% | −126−6.8% | Reduced |
| TCWP LLC | 1,737 | $234.0K | 0.05% | +187+12.1% | Added |
| Buckley Wealth Management, LLC | 1,745 | $235.0K | 0.09% | −1,363−43.9% | Reduced |
| Alpha Cubed Investments, LLC | 1,743 | $235.0K | 0.02% | −205−10.5% | Reduced |
| Riverwater Partners LLC | 1,744 | $235.0K | 0.23% | −12−0.7% | Reduced |
| Kenfarb & Co. | 1,750 | $236.0K | 0.22% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,746 | $236.0K | 0.12% | 00.0% | Unchanged |
| Keystone Financial Services | 1,613 | $237.0K | 0.14% | −53−3.2% | Reduced |
| LCNB Corp | 1,757 | $237.0K | 0.13% | 00.0% | Unchanged |
| Wealthquest Corp | 1,762 | $237.0K | 0.03% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,765 | $238.0K | 0.00% | −654−27.0% | Reduced |
| Allred Capital Management, LLC | 1,769 | $238.0K | 0.15% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,060 | $238.9K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,775 | $239.0K | 0.05% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,775 | $239.0K | 0.02% | −1−0.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,782 | $240.0K | 0.12% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,786 | $241.0K | 0.02% | +160+9.8% | Added |
| Eagle Bay Advisors LLC | 1,791 | $242.0K | 0.15% | +792+79.3% | Added |
| Comerica Securities,inc. | 1,802 | $243.0K | 0.02% | −8−0.4% | Reduced |
| Northside Capital Management, LLC | 1,805 | $244.0K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,813 | $245.0K | 0.07% | −492−21.3% | Reduced |
| Parsons Capital Management Inc | 1,818 | $245.0K | 0.02% | +1+0.1% | Added |
| Terry L. Blaker | 1,837 | $248.0K | 0.02% | −1−0.1% | Reduced |
| Stockman Wealth Management, Inc. | 1,835 | $248.0K | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,839 | $248.0K | 0.17% | +106+6.1% | Added |
| Hartford Funds Management Co LLC | 1,841 | $248.0K | 0.03% | +1,841 | New |
| Aire Advisors, LLC | 1,847 | $249.0K | 0.09% | −173−8.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,846 | $249.0K | 0.20% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,842 | $249.0K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,854 | $250.0K | 0.01% | −2,512−57.5% | Reduced |
| Sax Wealth Advisors, LLC | 1,864 | $251.0K | 0.06% | +1+0.1% | Added |
| Washington Capital Management Inc | 1,862 | $251.2K | 0.25% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,868 | $252.0K | 0.13% | −525−21.9% | Reduced |
| Resolute Financial, LLC | 1,868 | $252.0K | 0.24% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,875 | $253.0K | 0.15% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,878 | $253.0K | 0.14% | −3−0.2% | Reduced |
| Washington Trust Bank | 1,875 | $253.0K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,874 | $253.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,876 | $253.0K | 0.04% | +7+0.4% | Added |
| Fairbanks Capital Management, Inc. | 1,881 | $254.0K | 0.24% | −71−3.6% | Reduced |
| Windsor Capital Management, LLC | 1,889 | $254.0K | 0.09% | −12−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,883 | $254.0K | 0.03% | +55+3.0% | Added |
| Cairn Investment Group, Inc. | 1,900 | $256.0K | 0.21% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,896 | $256.0K | 0.28% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,915 | $258.0K | 0.17% | −985−34.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,921 | $259.0K | 0.08% | +19+1.0% | Added |
| Howland Capital Management LLC | 1,930 | $260.0K | 0.02% | −9−0.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,942 | $261.0K | 0.02% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $261.0K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,935 | $261.0K | 0.01% | +308+18.9% | Added |
| Allen Investment Management LLC | 1,941 | $262.0K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,939 | $262.0K | 0.05% | +279+16.8% | Added |
| Patton Albertson Miller Group, LLC | 1,950 | $263.0K | 0.06% | −70−3.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,955 | $263.0K | 0.01% | +15+0.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,950 | $263.0K | 0.06% | +385+24.6% | Added |
| Brandywine Oak Private Wealth LLC | 1,963 | $264.0K | 0.04% | −37−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,959 | $264.0K | 0.03% | +54+2.8% | Added |
| Blume Capital Management, Inc. | 1,963 | $265.0K | 0.10% | −183−8.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $265.0K | 0.26% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,966 | $265.0K | 0.02% | +364+22.7% | Added |
| Level Four Advisory Services, LLC | 1,973 | $266.0K | 0.03% | −181−8.4% | Reduced |
| Private Capital Management LLC | 1,982 | $267.0K | 0.10% | −90−4.3% | Reduced |
| First National Bank | 1,978 | $267.0K | 0.24% | −59−2.9% | Reduced |
| Petrus Trust Company, LTA | 1,978 | $267.0K | 0.04% | +60+3.1% | Added |
| Shilanski & Associates, Inc. | 1,982 | $267.0K | 0.10% | +1,982 | New |
| Tortoise Index Solutions, LLC | 1,983 | $268.0K | 0.05% | −427−17.7% | Reduced |
| Contravisory Investment Management, Inc. | 1,989 | $268.0K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $270.0K | 0.21% | −2,000−50.0% | Reduced |
| Caerus Investment Advisors, LLC | 2,000 | $270.0K | 0.34% | −600−23.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $270.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $270.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $270.0K | 0.28% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,006 | $271.0K | 0.11% | −5−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 2,017 | $272.0K | 0.01% | −336−14.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,014 | $272.0K | 0.03% | +2,014 | New |
| Physicians Financial Services, Inc. | 2,020 | $273.0K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,026 | $273.0K | 0.06% | +58+2.9% | Added |
| Intercontinental Wealth Advisors, LLC | 2,026 | $273.0K | 0.09% | +318+18.6% | Added |
| Central Bank & Trust Co | 2,032 | $274.0K | 0.06% | −165−7.5% | Reduced |
| Cypress Capital Group | 2,039 | $275.0K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,039 | $275.0K | 0.10% | −10.0% | Reduced |
| Terra Nova Asset Management LLC | 2,041 | $275.0K | 0.30% | +89+4.6% | Added |
| Thomasville National Bank | 2,044 | $276.0K | 0.03% | −45−2.2% | Reduced |
| Mechanics Financial Corp | 2,050 | $277.0K | 0.18% | −300−12.8% | Reduced |
| Whitener Capital Management, Inc. | 2,060 | $277.0K | 0.13% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $277.0K | 0.05% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,053 | $277.0K | 0.23% | +10.0% | Added |
| Waddell & Associates, LLC | 2,051 | $277.0K | 0.05% | +8+0.4% | Added |
| Dearborn Partners LLC | 2,058 | $278.0K | 0.01% | +94+4.8% | Added |
| LFS Asset Management | 2,066 | $279.0K | 0.28% | +150+7.8% | Added |
| Heritage Investment Group, Inc. | 2,070 | $279.0K | 0.17% | +451+27.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,076 | $280.0K | 0.00% | −18,295−89.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,072 | $280.0K | 0.05% | −78−3.6% | Reduced |
| 9258 Wealth Management, LLC | 2,091 | $282.0K | 0.07% | −60−2.8% | Reduced |
| BDO Wealth Advisors, LLC | 2,087 | $282.0K | 0.04% | +162+8.4% | Added |
| Navellier & Associates Inc | 2,100 | $283.0K | 0.06% | −300−12.5% | Reduced |
| Paradigm Asset Management Co LLC | 2,100 | $283.3K | 0.09% | −400−16.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,948 | $284.0K | 0.07% | −44−2.2% | Reduced |