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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 2,558 | $345.0K | 0.04% | +334+15.0% | Added |
| First Capital Advisors Group, LLC. | 2,566 | $346.0K | 0.29% | −2,139−45.5% | Reduced |
| Atticus Wealth Management, LLC | 2,500 | $347.0K | 0.17% | 00.0% | Unchanged |
| Tobam | 2,581 | $348.0K | 0.02% | −204−7.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,384 | $350.0K | 0.02% | −10.0% | Reduced |
| Webster Bank, N. A. | 2,598 | $350.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,597 | $350.0K | 0.20% | +3+0.1% | Added |
| LGT Fund Management Co Ltd. | 2,600 | $351.0K | 0.16% | −7,532−74.3% | Reduced |
| Paragon Capital Management Ltd | 2,612 | $352.0K | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,610 | $352.0K | 0.04% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,621 | $354.0K | 0.17% | −4−0.2% | Reduced |
| Ellevest, Inc. | 2,632 | $355.0K | 0.03% | −430−14.0% | Reduced |
| Roosevelt Investment Group LLC | 2,639 | $356.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,662 | $359.0K | 0.04% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,667 | $360.0K | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,676 | $361.0K | 0.15% | −95−3.4% | Reduced |
| Garrison Asset Management, LLC | 2,681 | $362.0K | 0.26% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,682 | $362.0K | 0.05% | +626+30.4% | Added |
| North Star Investment Management Corp. | 2,689 | $363.0K | 0.04% | −7−0.3% | Reduced |
| First Personal Financial Services | 2,694 | $363.0K | 0.11% | +2,494+1,247.0% | Added |
| Monetary Management Group Inc | 2,700 | $364.0K | 0.12% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,698 | $364.0K | 0.22% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,709 | $365.0K | 0.42% | +10.0% | Added |
| Regatta Capital Group, LLC | 2,632 | $365.0K | 0.15% | +775+41.7% | Added |
| Kozak & Associates, Inc. | 2,666 | $366.0K | 0.23% | +8+0.3% | Added |
| Laidlaw Wealth Management LLC | 2,723 | $367.0K | 0.09% | −3,999−59.5% | Reduced |
| Pioneer Trust Bank N A | 2,725 | $368.0K | 0.12% | −140−4.9% | Reduced |
| Partners Group Holding AG | 2,739 | $370.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,747 | $371.0K | 0.06% | −1,290−32.0% | Reduced |
| McLean Asset Management Corp | 2,670 | $371.0K | 0.14% | +27+1.0% | Added |
| Bank Hapoalim BM | 2,760 | $372.0K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,766 | $373.0K | 0.03% | +120+4.5% | Added |
| CapWealth Advisors, LLC | 2,771 | $374.0K | 0.05% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,781 | $375.0K | 0.37% | −1,000−26.4% | Reduced |
| Matrix Asset Advisors Inc | 2,778 | $375.0K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,731 | $376.0K | 0.05% | +122+4.7% | Added |
| Cypress Capital Management LLC | 2,800 | $378.0K | 0.07% | 00.0% | Unchanged |
| Asset Management Corp | 2,808 | $379.0K | 0.30% | −152−5.1% | Reduced |
| Texas Yale Capital Corp. | 2,810 | $379.0K | 0.02% | 00.0% | Unchanged |
| Athena Investment Management | 2,827 | $381.0K | 0.32% | −138−4.7% | Reduced |
| MayTech Global Investments, LLC | 2,832 | $382.0K | 0.14% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,840 | $383.0K | 0.02% | +937+49.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,848 | $384.0K | 0.04% | −1,131−28.4% | Reduced |
| Phoenix Wealth Advisors | 2,844 | $384.0K | 0.38% | −6−0.2% | Reduced |
| McIlrath & Eck, LLC | 2,852 | $385.0K | 0.11% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,882 | $389.0K | 0.02% | −5,348−65.0% | Reduced |
| Twin Lakes Capital Management, LLC | 2,881 | $389.0K | 0.31% | −252−8.0% | Reduced |
| Indiana Trust & Investment Management CO | 2,882 | $389.0K | 0.24% | −379−11.6% | Reduced |
| First Financial Bank - Trust Division | 2,879 | $389.0K | 0.05% | +112+4.0% | Added |
| Outlook Wealth Advisors, LLC | 2,892 | $390.0K | 0.17% | +73+2.6% | Added |
| Abbrea Capital, LLC | 2,899 | $391.0K | 0.07% | −395−12.0% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $393.0K | 0.11% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,913 | $393.0K | 0.12% | +2,913 | New |
| Sompo Asset Management Co., Ltd. | 2,930 | $395.0K | 0.10% | −3,480−54.3% | Reduced |
| VeraBank, N.A. | 2,933 | $395.0K | 0.25% | −535−15.4% | Reduced |
| Maryland Capital Management | 2,927 | $395.0K | 0.03% | −17−0.6% | Reduced |
| Eagle Ridge Investment Management | 2,939 | $397.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,867 | $398.0K | 0.01% | +386+15.6% | Added |
| Plancorp, LLC | 2,952 | $398.0K | 0.03% | +78+2.7% | Added |
| ERn Financial, LLC | 2,959 | $399.0K | 0.10% | +14+0.5% | Added |
| FirstPurpose Wealth LLC | 2,969 | $401.0K | 0.26% | −238−7.4% | Reduced |
| WMS Partners, LLC | 2,974 | $401.0K | 0.05% | +12+0.4% | Added |
| MEMBERS Trust Co | 2,969 | $401.0K | 0.01% | +1,089+57.9% | Added |
| Jackson Wealth Management, LLC | 2,982 | $402.0K | 0.08% | +2,982 | New |
| Tanager Wealth Management LLP | 2,992 | $404.0K | 0.32% | +2,992 | New |
| Legacy Wealth Management, LLC | 3,000 | $404.7K | 0.27% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $405.0K | 0.20% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $405.0K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,800 | $405.0K | 0.12% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,028 | $409.0K | 0.08% | +488+19.2% | Added |
| Great Valley Advisor Group, Inc. | 3,042 | $410.0K | 0.02% | +6+0.2% | Added |
| Borer Denton & Associates, Inc. | 3,045 | $410.8K | 0.20% | −250−7.6% | Reduced |
| Tudor Investment Corp Et Al | 3,046 | $411.0K | 0.01% | +3,046 | New |
| Acropolis Investment Management, LLC | 3,051 | $412.0K | 0.04% | −3−0.1% | Reduced |
| Acima Private Wealth, LLC | 3,057 | $412.4K | 0.21% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,061 | $413.0K | 0.04% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 3,069 | $414.0K | 0.90% | −423−12.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,076 | $415.0K | 0.10% | +122+4.1% | Added |
| Altfest L J & Co Inc | 3,081 | $416.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,082 | $416.0K | 0.05% | +13+0.4% | Added |
| Parsec Financial Management, Inc. | 3,086 | $416.0K | 0.02% | +94+3.1% | Added |
| Advisor Resource Council | 3,100 | $418.0K | 0.29% | −1,339−30.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,101 | $418.0K | 0.02% | −704−18.5% | Reduced |
| Herold Advisors, Inc. | 3,100 | $418.0K | 0.20% | 00.0% | Unchanged |
| Triumph Capital Management | 3,104 | $419.0K | 0.23% | +1,006+48.0% | Added |
| Aft, Forsyth & Company, Inc. | 3,116 | $420.0K | 0.38% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,113 | $420.0K | 0.02% | +1,314+73.0% | Added |
| Hoylecohen, LLC | 3,136 | $423.0K | 0.05% | +2+0.1% | Added |
| HighTower Trust Services, LTA | 3,138 | $423.0K | 0.05% | −7,316−70.0% | Reduced |
| Summit Global Investments | 3,140 | $424.0K | 0.04% | −2,727−46.5% | Reduced |
| Perpetual Investment Management Ltd | 3,157 | $426.0K | 0.06% | −822−20.7% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $426.0K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 3,167 | $427.0K | 0.20% | +35+1.1% | Added |
| International Assets Investment Management, LLC | 3,163 | $427.0K | 0.09% | +488+18.2% | Added |
| Journey Strategic Wealth LLC | 3,171 | $427.0K | 0.06% | +1,601+102.0% | Added |
| Ashton Thomas Private Wealth, LLC | 3,172 | $427.9K | 0.05% | +3+0.1% | Added |
| Scissortail Wealth Management, LLC | 3,000 | $431.0K | 0.22% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,200 | $431.7K | 0.20% | +5+0.2% | Added |
| Wesbanco Bank Inc | 3,203 | $432.0K | 0.03% | −844−20.9% | Reduced |
| Factorial Partners, LLC | 3,200 | $432.0K | 0.38% | 00.0% | Unchanged |