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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 3,327 | $449.0K | 0.09% | −61−1.8% | Reduced |
| MCF Advisors LLC | 3,329 | $449.0K | 0.05% | +765+29.8% | Added |
| Horizon Wealth Management, LLC | 3,319 | $448.0K | 0.33% | −109−3.2% | Reduced |
| Wexford Capital LP | 3,300 | $445.0K | 0.14% | +3,300 | New |
| Private Ocean, LLC | 3,285 | $443.0K | 0.07% | −10.0% | Reduced |
| Silicon Valley Capital Partners | 3,280 | $443.0K | 0.10% | +3,280 | New |
| Tompkins Financial Corp | 3,276 | $442.0K | 0.07% | −500−13.2% | Reduced |
| SignalPoint Asset Management, LLC | 3,277 | $442.0K | 0.17% | −34−1.0% | Reduced |
| Aspen Investment Management Inc | 3,258 | $440.0K | 0.29% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,263 | $440.0K | 0.02% | +132+4.2% | Added |
| BTR Capital Management Inc | 3,254 | $439.0K | 0.07% | +37+1.2% | Added |
| NorthRock Partners, LLC | 3,239 | $437.0K | 0.05% | +179+5.8% | Added |
| Occudo Quantitative Strategies LP | 3,225 | $435.0K | 0.03% | −23,217−87.8% | Reduced |
| Doliver Advisors, LP | 3,225 | $435.0K | 0.16% | −15−0.5% | Reduced |
| Thompson Investment Management, Inc. | 3,218 | $434.0K | 0.08% | −687−17.6% | Reduced |
| Cornerstone Wealth Management, LLC | 3,210 | $433.0K | 0.05% | +33+1.0% | Added |
| Wesbanco Bank Inc | 3,203 | $432.0K | 0.03% | −844−20.9% | Reduced |
| Factorial Partners, LLC | 3,200 | $432.0K | 0.38% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,200 | $431.7K | 0.20% | +5+0.2% | Added |
| Scissortail Wealth Management, LLC | 3,000 | $431.0K | 0.22% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,172 | $427.9K | 0.05% | +3+0.1% | Added |
| Clean Yield Group | 3,167 | $427.0K | 0.20% | +35+1.1% | Added |
| International Assets Investment Management, LLC | 3,163 | $427.0K | 0.09% | +488+18.2% | Added |
| Journey Strategic Wealth LLC | 3,171 | $427.0K | 0.06% | +1,601+102.0% | Added |
| Perpetual Investment Management Ltd | 3,157 | $426.0K | 0.06% | −822−20.7% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $426.0K | 0.10% | 00.0% | Unchanged |
| Summit Global Investments | 3,140 | $424.0K | 0.04% | −2,727−46.5% | Reduced |
| Hoylecohen, LLC | 3,136 | $423.0K | 0.05% | +2+0.1% | Added |
| HighTower Trust Services, LTA | 3,138 | $423.0K | 0.05% | −7,316−70.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,116 | $420.0K | 0.38% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,113 | $420.0K | 0.02% | +1,314+73.0% | Added |
| Triumph Capital Management | 3,104 | $419.0K | 0.23% | +1,006+48.0% | Added |
| Advisor Resource Council | 3,100 | $418.0K | 0.29% | −1,339−30.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,101 | $418.0K | 0.02% | −704−18.5% | Reduced |
| Herold Advisors, Inc. | 3,100 | $418.0K | 0.20% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,081 | $416.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,082 | $416.0K | 0.05% | +13+0.4% | Added |
| Parsec Financial Management, Inc. | 3,086 | $416.0K | 0.02% | +94+3.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,076 | $415.0K | 0.10% | +122+4.1% | Added |
| St. James Investment Advisors, LLC | 3,069 | $414.0K | 0.90% | −423−12.1% | Reduced |
| Shufro Rose & Co LLC | 3,061 | $413.0K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,057 | $412.4K | 0.21% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,051 | $412.0K | 0.04% | −3−0.1% | Reduced |
| Tudor Investment Corp Et Al | 3,046 | $411.0K | 0.01% | +3,046 | New |
| Borer Denton & Associates, Inc. | 3,045 | $410.8K | 0.20% | −250−7.6% | Reduced |
| Great Valley Advisor Group, Inc. | 3,042 | $410.0K | 0.02% | +6+0.2% | Added |
| Cable Hill Partners, LLC | 3,028 | $409.0K | 0.08% | +488+19.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $405.0K | 0.20% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $405.0K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,800 | $405.0K | 0.12% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $404.7K | 0.27% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,992 | $404.0K | 0.32% | +2,992 | New |
| Jackson Wealth Management, LLC | 2,982 | $402.0K | 0.08% | +2,982 | New |
| FirstPurpose Wealth LLC | 2,969 | $401.0K | 0.26% | −238−7.4% | Reduced |
| WMS Partners, LLC | 2,974 | $401.0K | 0.05% | +12+0.4% | Added |
| MEMBERS Trust Co | 2,969 | $401.0K | 0.01% | +1,089+57.9% | Added |
| ERn Financial, LLC | 2,959 | $399.0K | 0.10% | +14+0.5% | Added |
| Ronald Blue Trust, Inc. | 2,867 | $398.0K | 0.01% | +386+15.6% | Added |
| Plancorp, LLC | 2,952 | $398.0K | 0.03% | +78+2.7% | Added |
| Eagle Ridge Investment Management | 2,939 | $397.0K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,930 | $395.0K | 0.10% | −3,480−54.3% | Reduced |
| VeraBank, N.A. | 2,933 | $395.0K | 0.25% | −535−15.4% | Reduced |
| Maryland Capital Management | 2,927 | $395.0K | 0.03% | −17−0.6% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $393.0K | 0.11% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,913 | $393.0K | 0.12% | +2,913 | New |
| Abbrea Capital, LLC | 2,899 | $391.0K | 0.07% | −395−12.0% | Reduced |
| Outlook Wealth Advisors, LLC | 2,892 | $390.0K | 0.17% | +73+2.6% | Added |
| DuPont Capital Management Corp | 2,882 | $389.0K | 0.02% | −5,348−65.0% | Reduced |
| Twin Lakes Capital Management, LLC | 2,881 | $389.0K | 0.31% | −252−8.0% | Reduced |
| Indiana Trust & Investment Management CO | 2,882 | $389.0K | 0.24% | −379−11.6% | Reduced |
| First Financial Bank - Trust Division | 2,879 | $389.0K | 0.05% | +112+4.0% | Added |
| McIlrath & Eck, LLC | 2,852 | $385.0K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,848 | $384.0K | 0.04% | −1,131−28.4% | Reduced |
| Phoenix Wealth Advisors | 2,844 | $384.0K | 0.38% | −6−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,840 | $383.0K | 0.02% | +937+49.2% | Added |
| MayTech Global Investments, LLC | 2,832 | $382.0K | 0.14% | 00.0% | Unchanged |
| Athena Investment Management | 2,827 | $381.0K | 0.32% | −138−4.7% | Reduced |
| Asset Management Corp | 2,808 | $379.0K | 0.30% | −152−5.1% | Reduced |
| Texas Yale Capital Corp. | 2,810 | $379.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,800 | $378.0K | 0.07% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,731 | $376.0K | 0.05% | +122+4.7% | Added |
| Merrion Investment Management Co, LLC | 2,781 | $375.0K | 0.37% | −1,000−26.4% | Reduced |
| Matrix Asset Advisors Inc | 2,778 | $375.0K | 0.06% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,771 | $374.0K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,766 | $373.0K | 0.03% | +120+4.5% | Added |
| Bank Hapoalim BM | 2,760 | $372.0K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,747 | $371.0K | 0.06% | −1,290−32.0% | Reduced |
| McLean Asset Management Corp | 2,670 | $371.0K | 0.14% | +27+1.0% | Added |
| Partners Group Holding AG | 2,739 | $370.0K | 0.03% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,725 | $368.0K | 0.12% | −140−4.9% | Reduced |
| Laidlaw Wealth Management LLC | 2,723 | $367.0K | 0.09% | −3,999−59.5% | Reduced |
| Kozak & Associates, Inc. | 2,666 | $366.0K | 0.23% | +8+0.3% | Added |
| Claris Advisors, LLC | 2,709 | $365.0K | 0.42% | +10.0% | Added |
| Regatta Capital Group, LLC | 2,632 | $365.0K | 0.15% | +775+41.7% | Added |
| Monetary Management Group Inc | 2,700 | $364.0K | 0.12% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,698 | $364.0K | 0.22% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,689 | $363.0K | 0.04% | −7−0.3% | Reduced |
| First Personal Financial Services | 2,694 | $363.0K | 0.11% | +2,494+1,247.0% | Added |
| Garrison Asset Management, LLC | 2,681 | $362.0K | 0.26% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,682 | $362.0K | 0.05% | +626+30.4% | Added |