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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 4,106 | $554.0K | 0.03% | −30,291−88.1% | Reduced |
| Kovack Advisors, Inc. | 4,110 | $554.0K | 0.08% | −176−4.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,119 | $556.0K | 0.46% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,178 | $564.0K | 0.05% | +3,506+521.7% | Added |
| Evermay Wealth Management LLC | 4,196 | $566.0K | 0.11% | −65−1.5% | Reduced |
| Twelve Points Wealth Management LLC | 4,203 | $567.0K | 0.44% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,209 | $567.8K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,220 | $569.0K | 0.25% | 00.0% | Unchanged |
| PFG Advisors | 4,253 | $574.0K | 0.07% | −685−13.9% | Reduced |
| Legacy Advisors, LLC | 4,252 | $574.0K | 0.13% | +64+1.5% | Added |
| Estabrook Capital Management | 4,274 | $576.6K | 0.11% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,302 | $580.0K | 0.08% | +90+2.1% | Added |
| Beaumont Asset Management, L.L.C. | 4,308 | $581.0K | 0.46% | −34−0.8% | Reduced |
| Linscomb & Williams, Inc. | 4,307 | $581.0K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,308 | $581.0K | 0.14% | +870+25.3% | Added |
| First Foundation Advisors | 4,315 | $582.0K | 0.03% | −165−3.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,312 | $582.0K | 0.15% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,325 | $583.0K | 0.24% | −57−1.3% | Reduced |
| Allworth Financial LP | 4,322 | $583.0K | 0.01% | +883+25.7% | Added |
| Graypoint LLC | 4,332 | $584.0K | 0.08% | −565−11.5% | Reduced |
| Hilltop Holdings Inc. | 4,336 | $585.0K | 0.08% | +41+1.0% | Added |
| Summit Trail Advisors, LLC | 4,345 | $586.0K | 0.03% | +70+1.6% | Added |
| Atlas Brown,Inc. | 4,353 | $587.0K | 0.30% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 4,360 | $588.0K | 0.02% | +65+1.5% | Added |
| Basepoint Wealth LLC | 4,362 | $588.5K | 0.63% | −54−1.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,364 | $589.0K | 0.48% | 00.0% | Unchanged |
| GFG Capital, LLC | 4,375 | $590.0K | 0.20% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,390 | $592.0K | 0.23% | +493+12.7% | Added |
| IFG Advisors, LLC | 4,397 | $593.0K | 0.30% | +10+0.2% | Added |
| Cypress Wealth Services, LLC | 4,275 | $594.0K | 0.20% | −316−6.9% | Reduced |
| GYL Financial Synergies, LLC | 4,412 | $595.0K | 0.16% | −291−6.2% | Reduced |
| Alhambra Investment Partners LLC | 4,418 | $596.0K | 0.45% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,443 | $599.0K | 0.06% | −293−6.2% | Reduced |
| Wedmont Private Capital | 4,439 | $599.0K | 0.12% | +751+20.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,448 | $600.0K | 0.11% | +190+4.5% | Added |
| Saxon Interests, Inc. | 4,183 | $604.0K | 0.37% | −718−14.7% | Reduced |
| Schulhoff & Co Inc | 4,490 | $605.0K | 0.32% | −100−2.2% | Reduced |
| Allegheny Financial Group LTD | 4,486 | $605.0K | 0.28% | +101+2.3% | Added |
| Old National Bancorp | 4,496 | $606.0K | 0.02% | +245+5.8% | Added |
| Baker Avenue Asset Management, LP | 4,503 | $607.0K | 0.04% | −798−15.1% | Reduced |
| Ervin Investment Management, LLC | 4,505 | $608.0K | 0.60% | −560−11.1% | Reduced |
| Donoghue Forlines LLC | 4,512 | $609.0K | 0.22% | +337+8.1% | Added |
| Independent Financial Group, LLC | 4,527 | $610.7K | 0.06% | −791−14.9% | Reduced |
| Flputnam Investment Management Co | 4,545 | $613.0K | 0.02% | −44−1.0% | Reduced |
| Sunflower Bank, N.A. | 4,557 | $614.0K | 0.14% | −993−17.9% | Reduced |
| Sentry Investment Management LLC | 4,549 | $614.0K | 0.29% | +432+10.5% | Added |
| TCI Wealth Advisors, Inc. | 4,605 | $621.0K | 0.10% | −21−0.5% | Reduced |
| Byrne Asset Management LLC | 4,619 | $623.0K | 0.48% | +415+9.9% | Added |
| Leavell Investment Management, Inc. | 4,625 | $624.0K | 0.05% | +85+1.9% | Added |
| Confluence Wealth Services, Inc. | 4,642 | $626.0K | 0.26% | +128+2.8% | Added |
| Private Trust Co NA | 4,648 | $627.0K | 0.10% | +22+0.5% | Added |
| Evanson Asset Management, LLC | 4,655 | $628.0K | 0.08% | +10.0% | Added |
| Echo Street Capital Management LLC | 4,682 | $632.0K | 0.01% | −506−9.8% | Reduced |
| Equitable Holdings, Inc. | 4,703 | $634.0K | 0.01% | +531+12.7% | Added |
| Tufton Capital Management | 4,735 | $638.0K | 0.15% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,735 | $639.0K | 0.19% | +100+2.2% | Added |
| Burney Co | 4,769 | $643.0K | 0.04% | −1,187−19.9% | Reduced |
| Wealth Alliance | 4,829 | $651.0K | 0.13% | +177+3.8% | Added |
| Pflug Koory, LLC | 4,833 | $652.0K | 0.40% | −100−2.0% | Reduced |
| Sargent Investment Group, LLC | 4,579 | $652.0K | 0.20% | −23−0.5% | Reduced |
| Geneos Wealth Management Inc. | 4,855 | $655.0K | 0.05% | −8,652−64.1% | Reduced |
| Profit Investment Management, LLC | 4,853 | $655.0K | 0.50% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,867 | $657.0K | 0.02% | −1,216−20.0% | Reduced |
| Parkside Financial Bank & Trust | 4,869 | $657.0K | 0.21% | −417−7.9% | Reduced |
| Sage Rhino Capital LLC | 4,932 | $665.0K | 0.27% | −99−2.0% | Reduced |
| Domani Wealth, LLC | 4,939 | $666.0K | 0.20% | 00.0% | Unchanged |
| Pendal Group Limited | 4,953 | $668.0K | 0.01% | +4,953 | New |
| Northcape Wealth Management, LLC | 4,959 | $669.0K | 0.24% | −41−0.8% | Reduced |
| Brighton Jones LLC | 4,965 | $670.0K | 0.04% | −366−6.9% | Reduced |
| Aspiriant, LLC | 4,966 | $670.0K | 0.03% | +284+6.1% | Added |
| KB Financial Partners, LLC | 4,982 | $672.0K | 0.24% | +747+17.6% | Added |
| BigSur Wealth Management LLC | 5,000 | $675.0K | 0.34% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,000 | $675.0K | 0.16% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 5,000 | $675.0K | 0.77% | +1,000+25.0% | Added |
| Garde Capital, Inc. | 5,013 | $676.0K | 0.09% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 5,016 | $677.0K | 0.48% | 00.0% | Unchanged |
| Leisure Capital Management | 5,042 | $680.0K | 0.41% | +46+0.9% | Added |
| S.A. Mason LLC | 5,051 | $681.0K | 0.54% | −49−1.0% | Reduced |
| Washington Trust Co | 5,047 | $681.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,051 | $681.0K | 0.10% | +389+8.3% | Added |
| M Holdings Securities, Inc. | 5,103 | $688.0K | 0.08% | −834−14.0% | Reduced |
| Wealthspire Advisors, LLC | 5,100 | $688.0K | 0.01% | +1,108+27.8% | Added |
| Waterfront Wealth Inc. | 4,646 | $692.0K | 0.26% | −720−13.4% | Reduced |
| LVW Advisors, LLC | 5,137 | $693.0K | 0.16% | −725−12.4% | Reduced |
| Vectors Research Management, LLC | 5,176 | $698.0K | 0.20% | −306−5.6% | Reduced |
| HNP Capital LLC | 5,176 | $698.0K | 0.20% | −306−5.6% | Reduced |
| Papp L Roy & Associates | 5,216 | $704.0K | 0.11% | +198+3.9% | Added |
| Sargent Bickham Lagudis LLC | 5,241 | $707.0K | 0.06% | −195−3.6% | Reduced |
| Symphony Financial, Ltd. Co. | 5,141 | $708.0K | 0.23% | +651+14.5% | Added |
| Lewis Capital Management, LLC | 5,270 | $711.0K | 1.09% | +10.0% | Added |
| Compagnie Lombard Odier SCmA | 5,280 | $712.0K | 0.02% | +2,000+61.0% | Added |
| First Citizens Bank & Trust Co | 5,317 | $717.0K | 0.02% | −767−12.6% | Reduced |
| Wipfli Financial Advisors LLC, | 5,318 | $717.0K | 0.05% | +5,318 | New |
| Abundance Wealth Counselors | 5,323 | $718.0K | 0.21% | +19+0.4% | Added |
| Weik Capital Management | 5,328 | $719.0K | 0.36% | +10+0.2% | Added |
| Resources Management Corp | 5,348 | $721.0K | 0.12% | −10−0.2% | Reduced |
| Advisors Capital Management, LLC | 4,683 | $722.0K | 0.02% | +93+2.0% | Added |
| Oldfather Financial Services, LLC | 5,359 | $723.0K | 0.45% | −379−6.6% | Reduced |
| Bedel Financial Consulting, Inc. | 4,933 | $725.0K | 0.19% | +156+3.3% | Added |
| Westwood Management Corp | 5,400 | $729.0K | 0.10% | 00.0% | Unchanged |