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 |
|---|---|---|---|---|---|
| Connolly Sarah T. | 7,285 | $983.0K | 0.72% | −90−1.2% | Reduced |
| Auxier Asset Management | 7,288 | $983.0K | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,279 | $982.0K | 0.05% | +691+10.5% | Added |
| Merit Financial Group, LLC | 7,241 | $977.0K | 0.04% | +28+0.4% | Added |
| Lee Danner & Bass Inc | 7,211 | $973.0K | 0.10% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,187 | $970.0K | 0.44% | +2,028+39.3% | Added |
| Fort Point Capital Partners LLC | 7,173 | $968.0K | 0.18% | −307−4.1% | Reduced |
| Van Strum & Towne Inc. | 7,165 | $966.0K | 0.45% | 00.0% | Unchanged |
| Bank of Hawaii | 7,133 | $962.0K | 0.07% | +1,132+18.9% | Added |
| Wade G W & Inc | 7,116 | $960.0K | 0.05% | +29+0.4% | Added |
| Ameritas Advisory Services, LLC | 7,117 | $960.0K | 0.06% | +155+2.2% | Added |
| Patten & Patten Inc | 7,112 | $960.0K | 0.09% | +173+2.5% | Added |
| YHB Investment Advisors, Inc. | 7,112 | $959.0K | 0.11% | −100−1.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,109 | $959.0K | 0.26% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,107 | $959.0K | 0.05% | +2,326+48.7% | Added |
| First Command Bank | 7,095 | $957.0K | 0.14% | −496−6.5% | Reduced |
| First Command Financial Services, Inc. | 7,095 | $957.0K | 0.14% | −496−6.5% | Reduced |
| 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 |
| Blueshift Asset Management, LLC | 7,071 | $954.0K | 0.20% | +7,071 | New |
| Gotham Asset Management, LLC | 7,041 | $950.0K | 0.03% | −2,589−26.9% | Reduced |
| PMC FIG Opportunities LLC | 7,000 | $944.4K | 5.25% | −1,000−12.5% | Reduced |
| Paradigm Financial Partners, LLC | 6,631 | $944.0K | 0.29% | +310+4.9% | 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 |
| 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 |
| 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 |
| 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 |
| Stableford Capital II LLC | 6,630 | $928.0K | 0.45% | −16−0.2% | Reduced |
| BNC Wealth Management, LLC | 6,862 | $926.0K | 0.56% | −457−6.2% | Reduced |
| 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 |
| 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 |
| Symmetry Partners, LLC | 6,817 | $920.0K | 0.06% | +467+7.4% | Added |
| McAdam, LLC | 6,776 | $914.0K | 0.10% | +32+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,759 | $912.0K | 0.01% | −1,762−20.7% | Reduced |
| AXS Investments LLC | 6,754 | $911.0K | 0.35% | −2,240−24.9% | Reduced |
| Segall Bryant & Hamill, LLC | 6,741 | $908.0K | 0.01% | −27−0.4% | Reduced |
| 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 |
| Icon Wealth Advisors, LLC | 6,689 | $902.0K | 0.11% | +6,689 | New |
| Gladstone Institutional Advisory LLC | 6,679 | $901.0K | 0.07% | −1,067−13.8% | Reduced |
| Intellectus Partners, LLC | 6,662 | $899.0K | 0.32% | +1,374+26.0% | 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 |
| Monte Financial Group, LLC | 6,600 | $890.0K | 0.55% | +100+1.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,593 | $889.0K | 0.27% | −13,858−67.8% | Reduced |
| Principle Wealth Partners LLC | 6,359 | $888.0K | 0.12% | +590+10.2% | 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 |
| Levin Capital Strategies, L.P. | 6,564 | $886.0K | 0.12% | +1,500+29.6% | Added |
| Duff & Phelps Investment Management Co | 6,555 | $884.0K | 0.01% | −400−5.8% | Reduced |
| Shelton Capital Management | 6,537 | $882.0K | 0.04% | −72−1.1% | Reduced |
| Strategic Advisors LLC | 6,450 | $870.0K | 0.19% | −517−7.4% | 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 |
| Spinnaker Trust | 6,376 | $860.0K | 0.07% | −120−1.8% | Reduced |
| Apollon Wealth Management, LLC | 6,353 | $857.0K | 0.07% | −52−0.8% | Reduced |
| S&CO Inc | 6,300 | $849.0K | 0.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6,289 | $848.0K | 0.16% | +433+7.4% | 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 |
| Keebeck Alpha, LP | 6,241 | $842.0K | 0.45% | +810+14.9% | Added |
| Vise Technologies, Inc. | 6,224 | $840.0K | 0.32% | +907+17.1% | Added |
| Becker Capital Management Inc | 6,188 | $835.0K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,154 | $830.0K | 0.32% | 00.0% | Unchanged |
| Seeyond | 6,140 | $828.0K | 0.10% | −223−3.5% | Reduced |
| Transatlantique Private Wealth LLC | 6,114 | $825.0K | 0.55% | 00.0% | Unchanged |
| Doyle Wealth Management | 6,096 | $822.0K | 0.07% | +11+0.2% | Added |
| First National Bank of South Miami | 6,077 | $820.0K | 0.63% | −348−5.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,055 | $817.0K | 0.07% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 5,858 | $812.0K | 0.06% | 00.0% | Unchanged |
| Ally Financial Inc. | 6,000 | $809.0K | 0.13% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $809.0K | 0.50% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 5,968 | $805.0K | 0.16% | +311+5.5% | Added |
| Lifeworks Advisors, LLC | 5,376 | $798.0K | 0.45% | −259−4.6% | Reduced |
| AdvisorNet Financial, Inc | 5,835 | $787.0K | 0.08% | +49+0.8% | Added |
| Conning Inc. | 5,818 | $785.0K | 0.03% | −684−10.5% | Reduced |
| Mark Stevens | 5,814 | $784.0K | 0.11% | −411−6.6% | 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 |
| TrinityPoint Wealth, LLC | 5,795 | $782.0K | 0.18% | −10,455−64.3% | Reduced |
| Highline Wealth Partners LLC | 5,775 | $779.1K | 0.63% | +5,775 | New |
| 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 |
| Lyell Wealth Management, LP | 5,753 | $776.0K | 0.13% | −58−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,738 | $774.0K | 0.11% | +329+6.1% | Added |
| Prelude Capital Management, LLC | 5,711 | $770.0K | 0.04% | +3,558+165.3% | Added |
| Spears Abacus Advisors LLC | 5,702 | $769.0K | 0.08% | 00.0% | Unchanged |
| 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 |