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 |
|---|---|---|---|---|---|
| StrategIQ Financial Group, LLC | 2,108 | $284.0K | 0.04% | +13+0.6% | Added |
| Secure Asset Management, LLC | 2,112 | $285.0K | 0.16% | −247−10.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,109 | $285.0K | 0.03% | −50−2.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,112 | $285.0K | 0.14% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,109 | $285.0K | 0.20% | +10.0% | Added |
| Midwest Professional Planners, LTD. | 2,118 | $286.0K | 0.17% | +150+7.6% | Added |
| Mizuho Markets Cayman LP | 2,130 | $287.0K | 0.04% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,132 | $288.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,233 | $288.0K | 0.03% | +199+9.8% | Added |
| Donaldson Capital Management, LLC | 2,139 | $289.0K | 0.02% | +34+1.6% | Added |
| Highland Private Wealth Management | 2,145 | $289.0K | 0.05% | +373+21.0% | Added |
| Rede Wealth, LLC | 2,152 | $290.0K | 0.17% | −100−4.4% | Reduced |
| Greylin Investment Mangement Inc | 2,150 | $290.0K | 0.06% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,117 | $290.0K | 0.15% | +185+9.6% | Added |
| Toth Financial Advisory Corp | 2,157 | $291.0K | 0.05% | +2+0.1% | Added |
| Tiemann Investment Advisors, LLC | 2,154 | $291.0K | 0.19% | +55+2.6% | Added |
| Motco | 2,162 | $291.0K | 0.02% | +717+49.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,172 | $293.0K | 0.00% | +15+0.7% | Added |
| Silverlake Wealth Management LLC | 2,180 | $294.1K | 0.20% | −200−8.4% | Reduced |
| MidWestOne Financial Group, Inc. | 2,186 | $295.0K | 0.08% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,203 | $297.0K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,200 | $297.0K | 0.11% | +100+4.8% | Added |
| Sunburst Financial Group, LLC | 2,212 | $298.0K | 0.14% | −175−7.3% | Reduced |
| Charter Trust Co | 2,210 | $298.0K | 0.03% | −4−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,220 | $300.0K | 0.07% | −257−10.4% | Reduced |
| Aberdeen Wealth Management LLC | 2,221 | $300.0K | 0.26% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,228 | $301.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,229 | $301.0K | 0.05% | +3+0.1% | Added |
| KC Investment Advisors, LLC | 2,241 | $302.0K | 0.26% | −766−25.5% | Reduced |
| Quantum Private Wealth, LLC | 2,240 | $302.0K | 0.19% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,243 | $303.0K | 0.02% | −2,476−52.5% | Reduced |
| Essex Savings Bank | 2,246 | $303.0K | 0.12% | +165+7.9% | Added |
| Baader Bank INC | 2,250 | $303.5K | 0.03% | +2,250 | New |
| Missouri Trust & Investment Co | 2,260 | $305.0K | 0.20% | −19−0.8% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $305.0K | 0.16% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,259 | $305.0K | 0.15% | +2,259 | New |
| Columbia Trust Co 01012016 | 2,265 | $306.0K | 0.17% | −24−1.0% | Reduced |
| Geller Advisors LLC | 2,267 | $306.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,267 | $306.0K | 0.11% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,240 | $306.0K | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,272 | $307.0K | 0.08% | −959−29.7% | Reduced |
| Davis R M Inc | 2,286 | $308.0K | 0.01% | +823+56.3% | Added |
| V Wealth Advisors LLC | 2,290 | $309.0K | 0.06% | −2,153−48.5% | Reduced |
| Sage Private Wealth Group, LLC | 2,293 | $309.0K | 0.41% | −10−0.4% | Reduced |
| M&R Capital Management Inc | 2,296 | $309.0K | 0.09% | +2+0.1% | Added |
| Benedetti & Gucer, Inc. | 2,288 | $309.0K | 0.24% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,292 | $309.0K | 0.43% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,300 | $310.0K | 0.06% | −50−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 2,300 | $310.0K | 0.04% | −27−1.2% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $310.0K | 0.25% | 00.0% | Unchanged |
| Next Level Private LLC | 2,151 | $311.0K | 0.27% | −20,407−90.5% | Reduced |
| Adirondack Trust Co | 2,305 | $311.0K | 0.17% | +67+3.0% | Added |
| Balasa Dinverno & Foltz LLC | 2,306 | $311.0K | 0.02% | +645+38.8% | Added |
| Wealth Architects, LLC | 2,312 | $312.0K | 0.07% | −111−4.6% | Reduced |
| Cadent Capital Advisors, LLC | 2,310 | $312.0K | 0.19% | +10.0% | Added |
| Merriman Wealth Management, LLC | 2,315 | $312.0K | 0.02% | +2,315 | New |
| Vista Wealth Management Group, LLC | 2,211 | $313.0K | 0.04% | +37+1.7% | Added |
| Marino, Stram & Associates LLC | 2,324 | $314.0K | 0.11% | +36+1.6% | Added |
| Everhart Financial Group, Inc. | 2,330 | $314.0K | 0.17% | +635+37.5% | Added |
| JNBA Financial Advisors | 2,335 | $315.0K | 0.05% | −100−4.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,345 | $316.0K | 0.06% | +122+5.5% | Added |
| Weaver Consulting Group | 2,349 | $317.0K | 0.18% | −7−0.3% | Reduced |
| Integrated Advisors Network LLC | 2,379 | $321.0K | 0.02% | −1,003−29.7% | Reduced |
| Childress Capital Advisors, LLC | 2,276 | $321.0K | 0.13% | −221−8.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,388 | $322.0K | 0.17% | +2,388 | New |
| DT Investment Partners, LLC | 2,397 | $323.0K | 0.05% | −1,780−42.6% | Reduced |
| REDW Wealth LLC | 2,393 | $323.0K | 0.12% | −120−4.8% | Reduced |
| DFPG Investments, LLC | 2,310 | $323.0K | 0.14% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $324.0K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,330 | $324.0K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,410 | $325.0K | 0.02% | −318−11.7% | Reduced |
| LS Investment Advisors, LLC | 2,406 | $325.0K | 0.07% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $325.0K | 0.14% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,426 | $327.0K | 0.09% | +7+0.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $329.0K | 0.05% | 00.0% | Unchanged |
| Port Capital LLC | 2,437 | $329.0K | 0.03% | +366+17.7% | Added |
| Mayflower Financial Advisors, LLC | 2,445 | $330.0K | 0.05% | +65+2.7% | Added |
| Neo Ivy Capital Management | 2,454 | $331.0K | 0.87% | +2,017+461.6% | Added |
| Stonebridge Capital Management Inc | 2,460 | $332.0K | 0.17% | −440−15.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $332.0K | 0.48% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,458 | $332.0K | 0.07% | +3+0.1% | Added |
| Bangor Savings Bank | 2,467 | $333.0K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,478 | $334.0K | 0.09% | −15,180−86.0% | Reduced |
| Lake Street Financial LLC | 2,476 | $334.0K | 0.08% | −200−7.5% | Reduced |
| Sippican Capital Advisors | 2,478 | $334.0K | 0.35% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,478 | $334.0K | 0.22% | +15+0.6% | Added |
| Fort Washington Investment Advisors Inc | 2,478 | $334.0K | 0.00% | +266+12.0% | Added |
| Integrated Investment Consultants, LLC | 2,483 | $335.0K | 0.13% | −143−5.4% | Reduced |
| Northstar Asset Management LLC | 2,481 | $335.0K | 0.11% | +100+4.2% | Added |
| Addison Capital Co | 2,494 | $336.0K | 0.21% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,493 | $336.0K | 0.02% | +104+4.4% | Added |
| Vigilant Capital Management, LLC | 2,500 | $337.0K | 0.03% | −189−7.0% | Reduced |
| Harbour Investment Management LLC | 2,500 | $337.0K | 0.21% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $337.0K | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,502 | $338.0K | 0.07% | +22+0.9% | Added |
| Hanson & Doremus Investment Management | 2,510 | $339.0K | 0.09% | +144+6.1% | Added |
| Round Hill Asset Management | 2,522 | $340.0K | 0.23% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 2,525 | $341.0K | 0.08% | +23+0.9% | Added |
| Solitude Financial Services | 2,530 | $341.0K | 0.25% | +929+58.0% | Added |
| Duncker Streett & Co Inc | 2,550 | $344.0K | 0.09% | 00.0% | Unchanged |