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 |
|---|---|---|---|---|---|
| Capital Management Associates | 5,433 | $733.0K | 1.07% | −1,004−15.6% | Reduced |
| Waldron Private Wealth LLC | 5,443 | $734.0K | 0.05% | +441+8.8% | Added |
| NBT Bank N A | 5,448 | $735.0K | 0.12% | −337−5.8% | Reduced |
| Birch Hill Investment Advisors LLC | 5,450 | $735.0K | 0.05% | −134−2.4% | Reduced |
| InterOcean Capital Group, LLC | 5,483 | $740.0K | 0.03% | −893−14.0% | Reduced |
| Forum Financial Management, LP | 5,485 | $740.0K | 0.04% | +70+1.3% | Added |
| Boyar Asset Management Inc. | 5,492 | $741.0K | 0.61% | +325+6.3% | Added |
| Diligent Investors, LLC | 5,501 | $742.0K | 0.26% | +900+19.6% | Added |
| Sequoia Financial Advisors, LLC | 5,506 | $743.0K | 0.02% | −2,074−27.4% | Reduced |
| Knightsbridge Asset Management, LLC | 5,512 | $744.0K | 0.16% | +159+3.0% | Added |
| IPG Investment Advisors LLC | 5,587 | $753.7K | 0.21% | +3,924+236.0% | Added |
| KRS Capital Management, LLC | 5,599 | $755.0K | 1.14% | +448+8.7% | Added |
| Burke & Herbert Bank & Trust Co | 5,602 | $756.0K | 0.63% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,607 | $756.0K | 0.03% | +71+1.3% | Added |
| Global Retirement Partners, LLC | 5,118 | $760.0K | 0.06% | −20.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,651 | $762.0K | 0.17% | +1,602+39.6% | Added |
| Thomas White International Ltd | 5,678 | $766.0K | 0.18% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,680 | $766.0K | 0.14% | +57+1.0% | Added |
| Spears Abacus Advisors LLC | 5,702 | $769.0K | 0.08% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,711 | $770.0K | 0.04% | +3,558+165.3% | Added |
| Baker Tilly Wealth Management, LLC | 5,738 | $774.0K | 0.11% | +329+6.1% | Added |
| Lyell Wealth Management, LP | 5,753 | $776.0K | 0.13% | −58−1.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,767 | $778.0K | 0.23% | −392−6.4% | Reduced |
| Laurel Wealth Advisors LLC | 5,770 | $778.0K | 0.20% | +10.0% | Added |
| Highline Wealth Partners LLC | 5,775 | $779.1K | 0.63% | +5,775 | New |
| TrinityPoint Wealth, LLC | 5,795 | $782.0K | 0.18% | −10,455−64.3% | Reduced |
| Wealthsource Partners, LLC | 5,803 | $783.0K | 0.06% | +643+12.5% | Added |
| Ellis Investment Partners, LLC | 5,809 | $783.0K | 0.22% | +843+17.0% | Added |
| Mark Stevens | 5,814 | $784.0K | 0.11% | −411−6.6% | Reduced |
| Conning Inc. | 5,818 | $785.0K | 0.03% | −684−10.5% | Reduced |
| AdvisorNet Financial, Inc | 5,835 | $787.0K | 0.08% | +49+0.8% | Added |
| Lifeworks Advisors, LLC | 5,376 | $798.0K | 0.45% | −259−4.6% | Reduced |
| Boenning & Scattergood, Inc. | 5,968 | $805.0K | 0.16% | +311+5.5% | Added |
| Ally Financial Inc. | 6,000 | $809.0K | 0.13% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $809.0K | 0.50% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 5,858 | $812.0K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,055 | $817.0K | 0.07% | 00.0% | Unchanged |
| First National Bank of South Miami | 6,077 | $820.0K | 0.63% | −348−5.4% | Reduced |
| Doyle Wealth Management | 6,096 | $822.0K | 0.07% | +11+0.2% | Added |
| Transatlantique Private Wealth LLC | 6,114 | $825.0K | 0.55% | 00.0% | Unchanged |
| Seeyond | 6,140 | $828.0K | 0.10% | −223−3.5% | Reduced |
| WealthTrust Axiom LLC | 6,154 | $830.0K | 0.32% | 00.0% | Unchanged |
| Becker Capital Management Inc | 6,188 | $835.0K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,224 | $840.0K | 0.32% | +907+17.1% | Added |
| Keebeck Alpha, LP | 6,241 | $842.0K | 0.45% | +810+14.9% | Added |
| Parisi Gray Wealth Management | 6,263 | $845.0K | 0.64% | +20+0.3% | Added |
| Pecaut & Co. | 6,264 | $845.0K | 0.45% | +797+14.6% | Added |
| Clear Street Markets LLC | 6,289 | $848.0K | 0.16% | +433+7.4% | Added |
| S&CO Inc | 6,300 | $849.0K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,353 | $857.0K | 0.07% | −52−0.8% | Reduced |
| Spinnaker Trust | 6,376 | $860.0K | 0.07% | −120−1.8% | Reduced |
| Derbend Asset Management | 6,413 | $865.0K | 0.69% | +30.0% | Added |
| Winton Group Ltd | 6,415 | $865.0K | 0.06% | +1,854+40.6% | Added |
| Strategic Advisors LLC | 6,450 | $870.0K | 0.19% | −517−7.4% | Reduced |
| Shelton Capital Management | 6,537 | $882.0K | 0.04% | −72−1.1% | Reduced |
| Duff & Phelps Investment Management Co | 6,555 | $884.0K | 0.01% | −400−5.8% | Reduced |
| Levin Capital Strategies, L.P. | 6,564 | $886.0K | 0.12% | +1,500+29.6% | Added |
| Harvest Fund Management Co., Ltd | 6,571 | $887.0K | 0.26% | +325+5.2% | Added |
| Balentine LLC | 6,573 | $887.0K | 0.03% | +2,063+45.7% | Added |
| Principle Wealth Partners LLC | 6,359 | $888.0K | 0.12% | +590+10.2% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,593 | $889.0K | 0.27% | −13,858−67.8% | Reduced |
| Monte Financial Group, LLC | 6,600 | $890.0K | 0.55% | +100+1.5% | Added |
| Aurora Private Wealth, Inc. | 6,659 | $898.0K | 0.42% | −125−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,655 | $898.0K | 0.20% | +4,668+234.9% | Added |
| Intellectus Partners, LLC | 6,662 | $899.0K | 0.32% | +1,374+26.0% | Added |
| Gladstone Institutional Advisory LLC | 6,679 | $901.0K | 0.07% | −1,067−13.8% | Reduced |
| Icon Wealth Advisors, LLC | 6,689 | $902.0K | 0.11% | +6,689 | New |
| TrimTabs Asset Management, LLC | 6,726 | $907.0K | 0.62% | −343−4.9% | Reduced |
| Ledyard National Bank | 6,722 | $907.0K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,542 | $907.0K | 0.06% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 6,741 | $908.0K | 0.01% | −27−0.4% | Reduced |
| AXS Investments LLC | 6,754 | $911.0K | 0.35% | −2,240−24.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,759 | $912.0K | 0.01% | −1,762−20.7% | Reduced |
| McAdam, LLC | 6,776 | $914.0K | 0.10% | +32+0.5% | Added |
| Symmetry Partners, LLC | 6,817 | $920.0K | 0.06% | +467+7.4% | Added |
| Flagship Harbor Advisors, LLC | 6,830 | $921.0K | 0.11% | +1,148+20.2% | Added |
| Bell Rock Capital LLC | 6,825 | $921.0K | 1.14% | +6,825 | New |
| Veracity Capital LLC | 6,831 | $922.0K | 0.50% | +45+0.7% | Added |
| Strategy Asset Managers LLC | 6,833 | $922.0K | 0.25% | +4,786+233.8% | Added |
| BNC Wealth Management, LLC | 6,862 | $926.0K | 0.56% | −457−6.2% | Reduced |
| Stableford Capital II LLC | 6,630 | $928.0K | 0.45% | −16−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $929.0K | 0.71% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,889 | $929.0K | 0.09% | −99−1.4% | Reduced |
| Unigestion Holding SA | 6,740 | $929.0K | 0.05% | −228−3.3% | Reduced |
| Paragon Private Wealth Management, LLC | 6,317 | $929.0K | 0.90% | +442+7.5% | Added |
| Piscataqua Savings Bank | 6,901 | $931.0K | 0.89% | −112−1.6% | Reduced |
| SOA Wealth Advisors, LLC. | 6,901 | $931.0K | 0.28% | +55+0.8% | Added |
| Mutual Advisors, LLC | 6,901 | $931.0K | 0.05% | +720+11.6% | Added |
| Checchi Capital Advisers, LLC | 6,910 | $932.0K | 0.10% | −45−0.6% | Reduced |
| Trust Asset Management LLC | 6,912 | $932.0K | 0.13% | +447+6.9% | Added |
| Harvest Volatility Management LLC | 6,764 | $932.0K | 0.16% | +364+5.7% | Added |
| Lavaca Capital LLC | 6,820 | $936.0K | 0.52% | −1,785−20.7% | Reduced |
| Coastline Trust Co | 6,941 | $936.0K | 0.15% | +30+0.4% | Added |
| Paradigm Financial Partners, LLC | 6,631 | $944.0K | 0.29% | +310+4.9% | Added |
| PMC FIG Opportunities LLC | 7,000 | $944.4K | 5.25% | −1,000−12.5% | Reduced |
| Gotham Asset Management, LLC | 7,041 | $950.0K | 0.03% | −2,589−26.9% | Reduced |
| Blueshift Asset Management, LLC | 7,071 | $954.0K | 0.20% | +7,071 | New |
| Continuum Advisory, LLC | 7,086 | $956.0K | 0.17% | +293+4.3% | Added |
| IFP Advisors, Inc | 10,834 | $956.0K | 0.03% | +1,201+12.5% | Added |
| First Command Bank | 7,095 | $957.0K | 0.14% | −496−6.5% | Reduced |