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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 3,210 | $433.0K | 0.05% | +33+1.0% | Added |
| Thompson Investment Management, Inc. | 3,218 | $434.0K | 0.08% | −687−17.6% | Reduced |
| Occudo Quantitative Strategies LP | 3,225 | $435.0K | 0.03% | −23,217−87.8% | Reduced |
| Doliver Advisors, LP | 3,225 | $435.0K | 0.16% | −15−0.5% | Reduced |
| NorthRock Partners, LLC | 3,239 | $437.0K | 0.05% | +179+5.8% | Added |
| BTR Capital Management Inc | 3,254 | $439.0K | 0.07% | +37+1.2% | Added |
| Aspen Investment Management Inc | 3,258 | $440.0K | 0.29% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,263 | $440.0K | 0.02% | +132+4.2% | Added |
| Tompkins Financial Corp | 3,276 | $442.0K | 0.07% | −500−13.2% | Reduced |
| SignalPoint Asset Management, LLC | 3,277 | $442.0K | 0.17% | −34−1.0% | Reduced |
| Private Ocean, LLC | 3,285 | $443.0K | 0.07% | −10.0% | Reduced |
| Silicon Valley Capital Partners | 3,280 | $443.0K | 0.10% | +3,280 | New |
| Wexford Capital LP | 3,300 | $445.0K | 0.14% | +3,300 | New |
| Horizon Wealth Management, LLC | 3,319 | $448.0K | 0.33% | −109−3.2% | Reduced |
| Magnus Financial Group LLC | 3,327 | $449.0K | 0.09% | −61−1.8% | Reduced |
| MCF Advisors LLC | 3,329 | $449.0K | 0.05% | +765+29.8% | Added |
| Riverbridge Partners LLC | 3,348 | $452.0K | 0.01% | 00.0% | Unchanged |
| Barton Investment Management | 3,360 | $453.0K | 0.09% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,362 | $454.0K | 0.13% | 00.0% | Unchanged |
| CX Institutional | 3,379 | $456.0K | 0.03% | −8,812−72.3% | Reduced |
| First Horizon Advisors, Inc. | 3,399 | $457.0K | 0.02% | −407−10.7% | Reduced |
| First Western Trust Bank | 3,395 | $458.0K | 0.03% | +232+7.3% | Added |
| Ridgewood Investments LLC | 3,405 | $459.0K | 0.38% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,414 | $460.0K | 0.04% | −500−12.8% | Reduced |
| Spouting Rock Asset Management, LLC | 3,407 | $460.0K | 0.35% | +3,407 | New |
| Bristol John W & Co Inc | 3,420 | $461.0K | 0.01% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,437 | $464.0K | 0.12% | +40+1.2% | Added |
| CoreFirst Bank & Trust | 3,449 | $465.0K | 0.40% | −267−7.2% | Reduced |
| Summit Financial Group Inc | 3,450 | $465.0K | 0.19% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,444 | $465.0K | 0.51% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,445 | $465.0K | 0.14% | +1,325+62.5% | Added |
| Bellwether Advisors, LLC | 3,465 | $467.0K | 0.15% | −258−6.9% | Reduced |
| Zeke Capital Advisors, LLC | 3,464 | $467.0K | 0.03% | −41−1.2% | Reduced |
| Capital Investment Advisors, LLC | 3,476 | $469.0K | 0.02% | −1,150−24.9% | Reduced |
| Mezzasalma Advisors, LLC | 3,473 | $469.0K | 0.37% | +248+7.7% | Added |
| Colonial Trust Advisors | 3,476 | $469.0K | 0.06% | +3,476 | New |
| CMT Capital Markets Trading GmbH | 3,500 | $472.0K | 0.20% | +3,500 | New |
| Henshaw Capital LLC | 3,505 | $472.9K | 0.03% | −96−2.7% | Reduced |
| Arkadios Wealth Advisors | 3,509 | $473.0K | 0.07% | +868+32.9% | Added |
| Purus Wealth Management, LLC | 3,515 | $474.0K | 0.44% | −80−2.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,517 | $474.0K | 0.02% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 3,515 | $474.0K | 0.36% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,524 | $475.0K | 0.13% | +750+27.0% | Added |
| Trillium Asset Management, LLC | 3,525 | $476.0K | 0.02% | −722−17.0% | Reduced |
| First Affirmative Financial Network | 3,532 | $476.0K | 0.61% | −329−8.5% | Reduced |
| Fort Pitt Capital Group, LLC | 3,527 | $476.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,533 | $477.0K | 1.01% | +3,533 | New |
| Financial Management Network Inc | 3,291 | $479.0K | 0.24% | −356−9.8% | Reduced |
| Sigma Investment Counselors Inc | 3,551 | $479.0K | 0.04% | −10−0.3% | Reduced |
| Grove Bank & Trust | 3,549 | $479.0K | 0.12% | +18+0.5% | Added |
| JLB & Associates Inc | 3,552 | $479.0K | 0.08% | +527+17.4% | Added |
| Cary Street Partners Asset Management LLC | 3,556 | $480.0K | 0.12% | −30−0.8% | Reduced |
| Arrow Financial Corp | 3,575 | $482.0K | 0.07% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,587 | $484.0K | 0.53% | −215−5.7% | Reduced |
| Transform Wealth, LLC | 3,601 | $486.0K | 0.06% | −203−5.3% | Reduced |
| Saybrook Capital | 3,600 | $486.0K | 0.17% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,602 | $486.0K | 0.01% | +600+20.0% | Added |
| Philadelphia Trust Co | 3,607 | $487.0K | 0.06% | +12+0.3% | Added |
| Penserra Capital Management LLC | 3,638 | $490.0K | 0.01% | −293,801−98.8% | Reduced |
| LGL Partners, LLC | 3,640 | $491.0K | 0.10% | +2+0.1% | Added |
| TNF LLC | 3,575 | $492.0K | 0.25% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 3,662 | $494.0K | 0.15% | −1,169−24.2% | Reduced |
| Bath Savings Trust Co | 3,662 | $494.0K | 0.07% | +40+1.1% | Added |
| Pekin Hardy Strauss, Inc. | 3,658 | $494.0K | 0.08% | +113+3.2% | Added |
| Ipswich Investment Management Co., Inc. | 3,666 | $495.0K | 0.16% | 00.0% | Unchanged |
| Summit X, LLC | 3,680 | $495.0K | 0.15% | +130+3.7% | Added |
| Sun Life Financial INC | 3,695 | $498.0K | 0.04% | −724−16.4% | Reduced |
| Gitterman Wealth Management, LLC | 3,692 | $498.0K | 0.51% | +44+1.2% | Added |
| First City Capital Management, Inc. | 3,698 | $499.0K | 0.33% | −38−1.0% | Reduced |
| Twin Capital Management Inc | 3,716 | $501.0K | 0.07% | −40−1.1% | Reduced |
| Benin Management CORP | 3,732 | $503.0K | 0.21% | −65−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 3,742 | $505.0K | 0.02% | −27−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 3,747 | $506.0K | 0.02% | −212−5.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,767 | $508.0K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,763 | $508.0K | 0.02% | +132+3.6% | Added |
| Sutton Wealth Advisors Inc. | 3,785 | $510.6K | 0.21% | +48+1.3% | Added |
| MTM Investment Management, LLC | 3,822 | $516.0K | 0.29% | −34−0.9% | Reduced |
| Somerville Kurt F | 3,825 | $516.0K | 0.10% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,832 | $517.0K | 0.41% | +331+9.5% | Added |
| 626 Financial, LLC | 3,845 | $519.0K | 0.42% | +180+4.9% | Added |
| First Farmers & Merchants Bank / Trust | 3,864 | $521.0K | 0.69% | −100−2.5% | Reduced |
| Culbertson A N & Co Inc | 3,865 | $521.0K | 0.12% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,894 | $525.0K | 0.20% | +176+4.7% | Added |
| Delta Investment Management, LLC | 3,895 | $525.0K | 0.23% | +1,800+85.9% | Added |
| Thoroughbred Financial Services, LLC | 3,924 | $529.0K | 0.10% | −412−9.5% | Reduced |
| Hall Capital Management Co Inc | 3,924 | $529.0K | 0.35% | +300+8.3% | Added |
| Oakworth Capital, Inc. | 3,940 | $531.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 3,934 | $531.0K | 0.30% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,937 | $531.0K | 0.08% | +261+7.1% | Added |
| J. W. Coons Advisors, LLC | 3,967 | $535.0K | 0.20% | −2,850−41.8% | Reduced |
| Verus Capital Partners, LLC | 3,963 | $535.0K | 0.10% | +175+4.6% | Added |
| Jefferies Group LLC | 3,989 | $538.2K | 0.02% | +3,989 | New |
| Centerpoint Advisors, LLC | 3,993 | $539.0K | 0.29% | −76−1.9% | Reduced |
| Focus Financial Network, Inc. | 3,998 | $539.4K | 0.05% | +1,510+60.7% | Added |
| Salem Investment Counselors Inc | 4,002 | $540.0K | 0.02% | −78−1.9% | Reduced |
| Prospera Financial Services Inc | 3,999 | $541.0K | 0.03% | +624+18.5% | Added |
| Baldwin Investment Management, LLC | 4,020 | $542.0K | 0.21% | +19+0.5% | Added |
| Hills Bank & Trust Co | 4,083 | $551.0K | 0.08% | −50−1.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,080 | $551.0K | 0.06% | +14+0.3% | Added |
| Aries Wealth Management | 3,725 | $553.0K | 0.24% | −31−0.8% | Reduced |