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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 9,216 | $1.24M | 0.46% | +31+0.3% | Added |
| Berkshire Asset Management LLC | 9,216 | $1.24M | 0.09% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.24M | 1.47% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,150 | $1.23M | 0.98% | +10.0% | Added |
| Invst, LLC | 8,956 | $1.23M | 0.21% | +314+3.6% | Added |
| Trustco Bank Corp N Y | 9,136 | $1.23M | 1.50% | −450−4.7% | Reduced |
| Bigelow Investment Advisors, LLC | 9,131 | $1.23M | 0.74% | +1,083+13.5% | Added |
| Taylor Frigon Capital Management LLC | 9,055 | $1.22M | 0.64% | +88+1.0% | Added |
| Scotia Capital Inc. | 9,029 | $1.22M | 0.01% | +210+2.4% | Added |
| Schechter Investment Advisors, LLC | 9,022 | $1.22M | 0.12% | −1,150−11.3% | Reduced |
| TAGStone Capital, Inc. | 9,018 | $1.22M | 1.13% | +28+0.3% | Added |
| TCTC Holdings, LLC | 8,971 | $1.21M | 0.05% | −664−6.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,857 | $1.21M | 0.05% | −300−3.3% | Reduced |
| Solidarilty Wealth, LLC | 8,177 | $1.20M | 0.70% | +5,202+174.9% | Added |
| Jones Financial Companies LLLP | 8,863 | $1.20M | 0.00% | +8,416+1,882.8% | Added |
| Trustcore Financial Services, LLC | 8,850 | $1.19M | 0.11% | +91+1.0% | Added |
| Morse Asset Management, Inc | 8,802 | $1.19M | 0.45% | −740−7.8% | Reduced |
| Greenwood Gearhart Inc | 8,775 | $1.18M | 0.19% | −125−1.4% | Reduced |
| Barden Capital Management, Inc. | 8,773 | $1.18M | 1.38% | +228+2.7% | Added |
| Beaumont Financial Partners, LLC | 8,769 | $1.18M | 0.11% | −75−0.8% | Reduced |
| Capital Wealth Planning, LLC | 8,737 | $1.18M | 0.02% | −1,105,203−99.2% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.18M | 0.31% | −10−0.1% | Reduced |
| Signaturefd, LLC | 8,714 | $1.18M | 0.04% | −398−4.4% | Reduced |
| NTV Asset Management LLC | 8,685 | $1.17M | 0.25% | 00.0% | Unchanged |
| CWM, LLC | 8,687 | $1.17M | 0.01% | +2,310+36.2% | Added |
| Qtron Investments LLC | 8,664 | $1.17M | 0.29% | +687+8.6% | Added |
| C2C Wealth Management, LLC | 8,023 | $1.17M | 0.23% | −60−0.7% | Reduced |
| KWB Wealth | 8,652 | $1.17M | 0.23% | +162+1.9% | Added |
| Raab & Moskowitz Asset Management LLC | 8,645 | $1.17M | 0.49% | +367+4.4% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.16M | 0.15% | 00.0% | Unchanged |
| Hyman Charles D | 8,584 | $1.16M | 0.09% | −1,663−16.2% | Reduced |
| Coastal Bridge Advisors, LLC | 8,575 | $1.16M | 0.31% | +54+0.6% | Added |
| Strategic Investment Advisors | 8,564 | $1.16M | 0.26% | +91+1.1% | Added |
| Woodmont Investment Counsel LLC | 8,547 | $1.15M | 0.14% | +201+2.4% | Added |
| Palisade Asset Management, LLC | 8,525 | $1.15M | 0.16% | −198−2.3% | Reduced |
| Bryn Mawr Trust Co | 8,497 | $1.15M | 0.06% | +198+2.4% | Added |
| Stokes Family Office, LLC | 8,466 | $1.14M | 0.16% | −69−0.8% | Reduced |
| Investors Asset Management of Georgia Inc | 8,435 | $1.14M | 0.59% | +440+5.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,435 | $1.14M | 0.41% | +5,180+159.1% | Added |
| Woodstock Corp | 8,391 | $1.13M | 0.17% | −627−7.0% | Reduced |
| Community Bank, N.A. | 8,390 | $1.13M | 0.17% | −93−1.1% | Reduced |
| Grimes & Company, Inc. | 8,354 | $1.13M | 0.06% | +112+1.4% | Added |
| Fox Run Management, L.L.C. | 8,336 | $1.13M | 0.44% | +8,336 | New |
| Mission Wealth Management, LP | 8,322 | $1.12M | 0.06% | −152−1.8% | Reduced |
| Amarillo National Bank | 8,313 | $1.12M | 0.26% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 8,273 | $1.12M | 0.27% | −149−1.8% | Reduced |
| Osborne Partners Capital Management, LLC | 8,274 | $1.12M | 0.09% | +13+0.2% | Added |
| Boltwood Capital Management | 8,265 | $1.11M | 0.51% | −50−0.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,252 | $1.11M | 0.01% | −4,092−33.1% | Reduced |
| Quantinno Capital Management LP | 8,251 | $1.11M | 0.14% | +1,032+14.3% | Added |
| Excalibur Management Corp | 8,221 | $1.11M | 0.62% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 7,980 | $1.11M | 0.29% | +94+1.2% | Added |
| 55I, LLC | 8,222 | $1.11M | 0.03% | +5,995+269.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.11M | 0.09% | 00.0% | Unchanged |
| Versor Investments LP | 8,209 | $1.11M | 0.07% | +859+11.7% | Added |
| Argus Investors' Counsel, Inc. | 8,200 | $1.11M | 0.98% | −2,900−26.1% | Reduced |
| FineMark National Bank & Trust | 8,192 | $1.10M | 0.05% | +318+4.0% | Added |
| Two Sigma Securities, LLC | 8,186 | $1.10M | 0.16% | +6,635+427.8% | Added |
| Arden Trust Co | 8,155 | $1.10M | 0.28% | −1,293−13.7% | Reduced |
| Triad Investment Management | 8,138 | $1.10M | 1.91% | 00.0% | Unchanged |
| Dakota Wealth Management | 8,137 | $1.10M | 0.09% | −346−4.1% | Reduced |
| RFG Advisory, LLC | 7,280 | $1.09M | 0.06% | +348+5.0% | Added |
| Smithfield Trust Co | 8,112 | $1.09M | 0.08% | −220−2.6% | Reduced |
| Evoke Wealth, LLC | 8,089 | $1.09M | 0.04% | −262−3.1% | Reduced |
| Veriti Management LLC | 8,067 | $1.09M | 0.16% | −2,031−20.1% | Reduced |
| Advisory Research Inc | 8,062 | $1.09M | 0.11% | −66−0.8% | Reduced |
| Massmutual Trust Co FSB | 8,023 | $1.08M | 0.05% | −715−8.2% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.08M | 0.72% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7,987 | $1.08M | 0.41% | +6+0.1% | Added |
| Toroso Investments, LLC | 7,964 | $1.07M | 0.04% | −19,709−71.2% | Reduced |
| BancorpSouth Bank | 7,812 | $1.05M | 0.11% | +4,105+110.7% | Added |
| United Asset Strategies, Inc. | 7,806 | $1.05M | 0.16% | +31+0.4% | Added |
| Associated Banc-Corp | 7,787 | $1.05M | 0.05% | −200−2.5% | Reduced |
| Gateway Investment Advisers LLC | 7,759 | $1.05M | 0.01% | −2,296−22.8% | Reduced |
| SkyView Investment Advisors, LLC | 7,752 | $1.05M | 0.31% | −1,503−16.2% | Reduced |
| Trust Co of Toledo NA | 7,729 | $1.04M | 0.20% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,733 | $1.04M | 0.15% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,734 | $1.04M | 0.10% | +421+5.8% | Added |
| Wealth Advisors, Inc. | 7,721 | $1.04M | 0.53% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 7,700 | $1.04M | 0.01% | +7,700 | New |
| Van Cleef Asset Management,Inc | 7,679 | $1.04M | 0.20% | +81+1.1% | Added |
| Joel Isaacson & Co., LLC | 7,649 | $1.03M | 0.09% | +92+1.2% | Added |
| New England Research & Management, Inc. | 7,645 | $1.03M | 0.65% | −255−3.2% | Reduced |
| Pitcairn Co | 7,611 | $1.03M | 0.11% | +341+4.7% | Added |
| Steel Peak Wealth Management LLC | 7,597 | $1.02M | 0.08% | +1,714+29.1% | Added |
| Insight Advisors, LLC | 7,560 | $1.02M | 0.40% | +45+0.6% | Added |
| Ameritas Investment Partners, Inc. | 7,565 | $1.02M | 0.05% | −251−3.2% | Reduced |
| Beck Bode, LLC | 7,540 | $1.02M | 0.22% | −1,299−14.7% | Reduced |
| Beacon Financial Group | 7,374 | $1.02M | 0.16% | +222+3.1% | Added |
| Game Plan Financial Advisors, LLC | 7,502 | $1.01M | 0.85% | −843−10.1% | Reduced |
| Cigna Investments Inc | 7,492 | $1.01M | 0.23% | −391−5.0% | Reduced |
| Amica Retiree Medical Trust | 7,478 | $1.01M | 1.26% | +646+9.5% | Added |
| Crestwood Advisors Group LLC | 7,468 | $1.01M | 0.04% | −25−0.3% | Reduced |
| Telemus Capital, LLC | 7,463 | $1.01M | 0.10% | +500+7.2% | Added |
| Walter & Keenan Financial Consulting Co | 7,455 | $1.01M | 0.43% | +7+0.1% | Added |
| Lumature Wealth Partners, LLC | 7,398 | $998.0K | 0.53% | +108+1.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $996.0K | 0.06% | 00.0% | Unchanged |
| Investment House LLC | 7,345 | $991.0K | 0.09% | +20+0.3% | Added |
| Personal Cfo Solutions, LLC | 7,343 | $991.0K | 0.25% | +1,275+21.0% | Added |
| Essex Financial Services, Inc. | 7,313 | $987.0K | 0.12% | −482−6.2% | Reduced |