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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 5,651 | $762.0K | 0.17% | +1,602+39.6% | Added |
| Global Retirement Partners, LLC | 5,118 | $760.0K | 0.06% | −20.0% | Reduced |
| 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 |
| KRS Capital Management, LLC | 5,599 | $755.0K | 1.14% | +448+8.7% | Added |
| IPG Investment Advisors LLC | 5,587 | $753.7K | 0.21% | +3,924+236.0% | Added |
| Knightsbridge Asset Management, LLC | 5,512 | $744.0K | 0.16% | +159+3.0% | Added |
| Sequoia Financial Advisors, LLC | 5,506 | $743.0K | 0.02% | −2,074−27.4% | Reduced |
| Diligent Investors, LLC | 5,501 | $742.0K | 0.26% | +900+19.6% | Added |
| Boyar Asset Management Inc. | 5,492 | $741.0K | 0.61% | +325+6.3% | Added |
| 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 |
| 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 |
| Waldron Private Wealth LLC | 5,443 | $734.0K | 0.05% | +441+8.8% | Added |
| Capital Management Associates | 5,433 | $733.0K | 1.07% | −1,004−15.6% | Reduced |
| Westwood Management Corp | 5,400 | $729.0K | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,933 | $725.0K | 0.19% | +156+3.3% | Added |
| Oldfather Financial Services, LLC | 5,359 | $723.0K | 0.45% | −379−6.6% | Reduced |
| Advisors Capital Management, LLC | 4,683 | $722.0K | 0.02% | +93+2.0% | Added |
| Resources Management Corp | 5,348 | $721.0K | 0.12% | −10−0.2% | Reduced |
| Weik Capital Management | 5,328 | $719.0K | 0.36% | +10+0.2% | Added |
| Abundance Wealth Counselors | 5,323 | $718.0K | 0.21% | +19+0.4% | 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 |
| Compagnie Lombard Odier SCmA | 5,280 | $712.0K | 0.02% | +2,000+61.0% | Added |
| Lewis Capital Management, LLC | 5,270 | $711.0K | 1.09% | +10.0% | Added |
| Symphony Financial, Ltd. Co. | 5,141 | $708.0K | 0.23% | +651+14.5% | Added |
| Sargent Bickham Lagudis LLC | 5,241 | $707.0K | 0.06% | −195−3.6% | Reduced |
| Papp L Roy & Associates | 5,216 | $704.0K | 0.11% | +198+3.9% | Added |
| 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 |
| LVW Advisors, LLC | 5,137 | $693.0K | 0.16% | −725−12.4% | Reduced |
| Waterfront Wealth Inc. | 4,646 | $692.0K | 0.26% | −720−13.4% | Reduced |
| 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 |
| 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 |
| Leisure Capital Management | 5,042 | $680.0K | 0.41% | +46+0.9% | Added |
| Red Cedar Capital, LLC | 5,016 | $677.0K | 0.48% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,013 | $676.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| KB Financial Partners, LLC | 4,982 | $672.0K | 0.24% | +747+17.6% | Added |
| 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 |
| Northcape Wealth Management, LLC | 4,959 | $669.0K | 0.24% | −41−0.8% | Reduced |
| Pendal Group Limited | 4,953 | $668.0K | 0.01% | +4,953 | New |
| Domani Wealth, LLC | 4,939 | $666.0K | 0.20% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,932 | $665.0K | 0.27% | −99−2.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Wealth Alliance | 4,829 | $651.0K | 0.13% | +177+3.8% | Added |
| Burney Co | 4,769 | $643.0K | 0.04% | −1,187−19.9% | Reduced |
| Radnor Capital Management, LLC | 4,735 | $639.0K | 0.19% | +100+2.2% | Added |
| Tufton Capital Management | 4,735 | $638.0K | 0.15% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,703 | $634.0K | 0.01% | +531+12.7% | Added |
| Echo Street Capital Management LLC | 4,682 | $632.0K | 0.01% | −506−9.8% | Reduced |
| Evanson Asset Management, LLC | 4,655 | $628.0K | 0.08% | +10.0% | Added |
| Private Trust Co NA | 4,648 | $627.0K | 0.10% | +22+0.5% | Added |
| Confluence Wealth Services, Inc. | 4,642 | $626.0K | 0.26% | +128+2.8% | Added |
| Leavell Investment Management, Inc. | 4,625 | $624.0K | 0.05% | +85+1.9% | Added |
| Byrne Asset Management LLC | 4,619 | $623.0K | 0.48% | +415+9.9% | Added |
| TCI Wealth Advisors, Inc. | 4,605 | $621.0K | 0.10% | −21−0.5% | 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 |
| Flputnam Investment Management Co | 4,545 | $613.0K | 0.02% | −44−1.0% | Reduced |
| Independent Financial Group, LLC | 4,527 | $610.7K | 0.06% | −791−14.9% | Reduced |
| Donoghue Forlines LLC | 4,512 | $609.0K | 0.22% | +337+8.1% | Added |
| Ervin Investment Management, LLC | 4,505 | $608.0K | 0.60% | −560−11.1% | Reduced |
| Baker Avenue Asset Management, LP | 4,503 | $607.0K | 0.04% | −798−15.1% | Reduced |
| Old National Bancorp | 4,496 | $606.0K | 0.02% | +245+5.8% | Added |
| 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 |
| Saxon Interests, Inc. | 4,183 | $604.0K | 0.37% | −718−14.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,448 | $600.0K | 0.11% | +190+4.5% | Added |
| 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 |
| Alhambra Investment Partners LLC | 4,418 | $596.0K | 0.45% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 4,412 | $595.0K | 0.16% | −291−6.2% | Reduced |
| Cypress Wealth Services, LLC | 4,275 | $594.0K | 0.20% | −316−6.9% | Reduced |
| IFG Advisors, LLC | 4,397 | $593.0K | 0.30% | +10+0.2% | Added |
| RB Capital Management, LLC | 4,390 | $592.0K | 0.23% | +493+12.7% | Added |
| GFG Capital, LLC | 4,375 | $590.0K | 0.20% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 4,364 | $589.0K | 0.48% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,362 | $588.5K | 0.63% | −54−1.2% | Reduced |
| ARGI Investment Services, LLC | 4,360 | $588.0K | 0.02% | +65+1.5% | Added |
| Atlas Brown,Inc. | 4,353 | $587.0K | 0.30% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,345 | $586.0K | 0.03% | +70+1.6% | Added |
| Hilltop Holdings Inc. | 4,336 | $585.0K | 0.08% | +41+1.0% | Added |
| Graypoint LLC | 4,332 | $584.0K | 0.08% | −565−11.5% | Reduced |
| 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 |
| First Foundation Advisors | 4,315 | $582.0K | 0.03% | −165−3.7% | Reduced |