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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 2,676 | $361.0K | 0.15% | −95−3.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,667 | $360.0K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,662 | $359.0K | 0.04% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 2,639 | $356.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,632 | $355.0K | 0.03% | −430−14.0% | Reduced |
| Ballast Advisors LLC | 2,621 | $354.0K | 0.17% | −4−0.2% | Reduced |
| Paragon Capital Management Ltd | 2,612 | $352.0K | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,610 | $352.0K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,600 | $351.0K | 0.16% | −7,532−74.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,384 | $350.0K | 0.02% | −10.0% | Reduced |
| Webster Bank, N. A. | 2,598 | $350.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,597 | $350.0K | 0.20% | +3+0.1% | Added |
| Tobam | 2,581 | $348.0K | 0.02% | −204−7.3% | Reduced |
| Atticus Wealth Management, LLC | 2,500 | $347.0K | 0.17% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,566 | $346.0K | 0.29% | −2,139−45.5% | Reduced |
| Strategic Blueprint, LLC | 2,558 | $345.0K | 0.04% | +334+15.0% | Added |
| Duncker Streett & Co Inc | 2,550 | $344.0K | 0.09% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 2,525 | $341.0K | 0.08% | +23+0.9% | Added |
| Solitude Financial Services | 2,530 | $341.0K | 0.25% | +929+58.0% | Added |
| Round Hill Asset Management | 2,522 | $340.0K | 0.23% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,510 | $339.0K | 0.09% | +144+6.1% | Added |
| Cornerstone Wealth Group, LLC | 2,502 | $338.0K | 0.07% | +22+0.9% | Added |
| Vigilant Capital Management, LLC | 2,500 | $337.0K | 0.03% | −189−7.0% | Reduced |
| Harbour Investment Management LLC | 2,500 | $337.0K | 0.21% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $337.0K | 0.24% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $336.0K | 0.21% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,493 | $336.0K | 0.02% | +104+4.4% | Added |
| Integrated Investment Consultants, LLC | 2,483 | $335.0K | 0.13% | −143−5.4% | Reduced |
| Northstar Asset Management LLC | 2,481 | $335.0K | 0.11% | +100+4.2% | Added |
| Eudaimonia Partners, LLC | 2,478 | $334.0K | 0.09% | −15,180−86.0% | Reduced |
| Lake Street Financial LLC | 2,476 | $334.0K | 0.08% | −200−7.5% | Reduced |
| Sippican Capital Advisors | 2,478 | $334.0K | 0.35% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,478 | $334.0K | 0.22% | +15+0.6% | Added |
| Fort Washington Investment Advisors Inc | 2,478 | $334.0K | 0.00% | +266+12.0% | Added |
| Bangor Savings Bank | 2,467 | $333.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,460 | $332.0K | 0.17% | −440−15.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $332.0K | 0.48% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,458 | $332.0K | 0.07% | +3+0.1% | Added |
| Neo Ivy Capital Management | 2,454 | $331.0K | 0.87% | +2,017+461.6% | Added |
| Mayflower Financial Advisors, LLC | 2,445 | $330.0K | 0.05% | +65+2.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $329.0K | 0.05% | 00.0% | Unchanged |
| Port Capital LLC | 2,437 | $329.0K | 0.03% | +366+17.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,426 | $327.0K | 0.09% | +7+0.3% | Added |
| Dynamic Advisor Solutions LLC | 2,410 | $325.0K | 0.02% | −318−11.7% | Reduced |
| LS Investment Advisors, LLC | 2,406 | $325.0K | 0.07% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $325.0K | 0.14% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $324.0K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,330 | $324.0K | 0.11% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,397 | $323.0K | 0.05% | −1,780−42.6% | Reduced |
| REDW Wealth LLC | 2,393 | $323.0K | 0.12% | −120−4.8% | Reduced |
| DFPG Investments, LLC | 2,310 | $323.0K | 0.14% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,388 | $322.0K | 0.17% | +2,388 | New |
| Integrated Advisors Network LLC | 2,379 | $321.0K | 0.02% | −1,003−29.7% | Reduced |
| Childress Capital Advisors, LLC | 2,276 | $321.0K | 0.13% | −221−8.9% | Reduced |
| Weaver Consulting Group | 2,349 | $317.0K | 0.18% | −7−0.3% | Reduced |
| Guardian Wealth Advisors, LLC | 2,345 | $316.0K | 0.06% | +122+5.5% | Added |
| JNBA Financial Advisors | 2,335 | $315.0K | 0.05% | −100−4.1% | Reduced |
| Marino, Stram & Associates LLC | 2,324 | $314.0K | 0.11% | +36+1.6% | Added |
| Everhart Financial Group, Inc. | 2,330 | $314.0K | 0.17% | +635+37.5% | Added |
| Vista Wealth Management Group, LLC | 2,211 | $313.0K | 0.04% | +37+1.7% | Added |
| Wealth Architects, LLC | 2,312 | $312.0K | 0.07% | −111−4.6% | Reduced |
| Cadent Capital Advisors, LLC | 2,310 | $312.0K | 0.19% | +10.0% | Added |
| Merriman Wealth Management, LLC | 2,315 | $312.0K | 0.02% | +2,315 | New |
| Next Level Private LLC | 2,151 | $311.0K | 0.27% | −20,407−90.5% | Reduced |
| Adirondack Trust Co | 2,305 | $311.0K | 0.17% | +67+3.0% | Added |
| Balasa Dinverno & Foltz LLC | 2,306 | $311.0K | 0.02% | +645+38.8% | Added |
| Mechanics Bank Trust Department | 2,300 | $310.0K | 0.06% | −50−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 2,300 | $310.0K | 0.04% | −27−1.2% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $310.0K | 0.25% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,290 | $309.0K | 0.06% | −2,153−48.5% | Reduced |
| Sage Private Wealth Group, LLC | 2,293 | $309.0K | 0.41% | −10−0.4% | Reduced |
| M&R Capital Management Inc | 2,296 | $309.0K | 0.09% | +2+0.1% | Added |
| Benedetti & Gucer, Inc. | 2,288 | $309.0K | 0.24% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,292 | $309.0K | 0.43% | 00.0% | Unchanged |
| Davis R M Inc | 2,286 | $308.0K | 0.01% | +823+56.3% | Added |
| BSW Wealth Partners | 2,272 | $307.0K | 0.08% | −959−29.7% | Reduced |
| Columbia Trust Co 01012016 | 2,265 | $306.0K | 0.17% | −24−1.0% | Reduced |
| Geller Advisors LLC | 2,267 | $306.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,267 | $306.0K | 0.11% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,240 | $306.0K | 0.11% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,260 | $305.0K | 0.20% | −19−0.8% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $305.0K | 0.16% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,259 | $305.0K | 0.15% | +2,259 | New |
| Baader Bank INC | 2,250 | $303.5K | 0.03% | +2,250 | New |
| Reynders McVeigh Capital Management, LLC | 2,243 | $303.0K | 0.02% | −2,476−52.5% | Reduced |
| Essex Savings Bank | 2,246 | $303.0K | 0.12% | +165+7.9% | Added |
| KC Investment Advisors, LLC | 2,241 | $302.0K | 0.26% | −766−25.5% | Reduced |
| Quantum Private Wealth, LLC | 2,240 | $302.0K | 0.19% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,228 | $301.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,229 | $301.0K | 0.05% | +3+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,220 | $300.0K | 0.07% | −257−10.4% | Reduced |
| Aberdeen Wealth Management LLC | 2,221 | $300.0K | 0.26% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,212 | $298.0K | 0.14% | −175−7.3% | Reduced |
| Charter Trust Co | 2,210 | $298.0K | 0.03% | −4−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,203 | $297.0K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,200 | $297.0K | 0.11% | +100+4.8% | Added |
| MidWestOne Financial Group, Inc. | 2,186 | $295.0K | 0.08% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,180 | $294.1K | 0.20% | −200−8.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,172 | $293.0K | 0.00% | +15+0.7% | Added |
| Toth Financial Advisory Corp | 2,157 | $291.0K | 0.05% | +2+0.1% | Added |