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 |
|---|---|---|---|---|---|
| Tiemann Investment Advisors, LLC | 2,154 | $291.0K | 0.19% | +55+2.6% | Added |
| Motco | 2,162 | $291.0K | 0.02% | +717+49.6% | Added |
| Rede Wealth, LLC | 2,152 | $290.0K | 0.17% | −100−4.4% | Reduced |
| Greylin Investment Mangement Inc | 2,150 | $290.0K | 0.06% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,117 | $290.0K | 0.15% | +185+9.6% | Added |
| Donaldson Capital Management, LLC | 2,139 | $289.0K | 0.02% | +34+1.6% | Added |
| Highland Private Wealth Management | 2,145 | $289.0K | 0.05% | +373+21.0% | Added |
| Yarbrough Capital, LLC | 2,132 | $288.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,233 | $288.0K | 0.03% | +199+9.8% | Added |
| Mizuho Markets Cayman LP | 2,130 | $287.0K | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,118 | $286.0K | 0.17% | +150+7.6% | Added |
| Secure Asset Management, LLC | 2,112 | $285.0K | 0.16% | −247−10.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,109 | $285.0K | 0.03% | −50−2.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,112 | $285.0K | 0.14% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,109 | $285.0K | 0.20% | +10.0% | Added |
| FinTrust Capital Advisors, LLC | 1,948 | $284.0K | 0.07% | −44−2.2% | Reduced |
| StrategIQ Financial Group, LLC | 2,108 | $284.0K | 0.04% | +13+0.6% | Added |
| Paradigm Asset Management Co LLC | 2,100 | $283.3K | 0.09% | −400−16.0% | Reduced |
| Navellier & Associates Inc | 2,100 | $283.0K | 0.06% | −300−12.5% | Reduced |
| 9258 Wealth Management, LLC | 2,091 | $282.0K | 0.07% | −60−2.8% | Reduced |
| BDO Wealth Advisors, LLC | 2,087 | $282.0K | 0.04% | +162+8.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,076 | $280.0K | 0.00% | −18,295−89.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,072 | $280.0K | 0.05% | −78−3.6% | Reduced |
| LFS Asset Management | 2,066 | $279.0K | 0.28% | +150+7.8% | Added |
| Heritage Investment Group, Inc. | 2,070 | $279.0K | 0.17% | +451+27.9% | Added |
| Dearborn Partners LLC | 2,058 | $278.0K | 0.01% | +94+4.8% | Added |
| Mechanics Financial Corp | 2,050 | $277.0K | 0.18% | −300−12.8% | Reduced |
| Whitener Capital Management, Inc. | 2,060 | $277.0K | 0.13% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $277.0K | 0.05% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,053 | $277.0K | 0.23% | +10.0% | Added |
| Waddell & Associates, LLC | 2,051 | $277.0K | 0.05% | +8+0.4% | Added |
| Thomasville National Bank | 2,044 | $276.0K | 0.03% | −45−2.2% | Reduced |
| Cypress Capital Group | 2,039 | $275.0K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,039 | $275.0K | 0.10% | −10.0% | Reduced |
| Terra Nova Asset Management LLC | 2,041 | $275.0K | 0.30% | +89+4.6% | Added |
| Central Bank & Trust Co | 2,032 | $274.0K | 0.06% | −165−7.5% | Reduced |
| Physicians Financial Services, Inc. | 2,020 | $273.0K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,026 | $273.0K | 0.06% | +58+2.9% | Added |
| Intercontinental Wealth Advisors, LLC | 2,026 | $273.0K | 0.09% | +318+18.6% | Added |
| Avantax Planning Partners, Inc. | 2,017 | $272.0K | 0.01% | −336−14.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,014 | $272.0K | 0.03% | +2,014 | New |
| Advisors Management Group Inc | 2,006 | $271.0K | 0.11% | −5−0.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $270.0K | 0.21% | −2,000−50.0% | Reduced |
| Caerus Investment Advisors, LLC | 2,000 | $270.0K | 0.34% | −600−23.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $270.0K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $270.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $270.0K | 0.28% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 1,983 | $268.0K | 0.05% | −427−17.7% | Reduced |
| Contravisory Investment Management, Inc. | 1,989 | $268.0K | 0.09% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,982 | $267.0K | 0.10% | −90−4.3% | Reduced |
| First National Bank | 1,978 | $267.0K | 0.24% | −59−2.9% | Reduced |
| Petrus Trust Company, LTA | 1,978 | $267.0K | 0.04% | +60+3.1% | Added |
| Shilanski & Associates, Inc. | 1,982 | $267.0K | 0.10% | +1,982 | New |
| Level Four Advisory Services, LLC | 1,973 | $266.0K | 0.03% | −181−8.4% | Reduced |
| Blume Capital Management, Inc. | 1,963 | $265.0K | 0.10% | −183−8.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $265.0K | 0.26% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,966 | $265.0K | 0.02% | +364+22.7% | Added |
| Brandywine Oak Private Wealth LLC | 1,963 | $264.0K | 0.04% | −37−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,959 | $264.0K | 0.03% | +54+2.8% | Added |
| Patton Albertson Miller Group, LLC | 1,950 | $263.0K | 0.06% | −70−3.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,955 | $263.0K | 0.01% | +15+0.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,950 | $263.0K | 0.06% | +385+24.6% | Added |
| Allen Investment Management LLC | 1,941 | $262.0K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,939 | $262.0K | 0.05% | +279+16.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,942 | $261.0K | 0.02% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $261.0K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,935 | $261.0K | 0.01% | +308+18.9% | Added |
| Howland Capital Management LLC | 1,930 | $260.0K | 0.02% | −9−0.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,921 | $259.0K | 0.08% | +19+1.0% | Added |
| Aua Capital Management, LLC | 1,915 | $258.0K | 0.17% | −985−34.0% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $256.0K | 0.21% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,896 | $256.0K | 0.28% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,881 | $254.0K | 0.24% | −71−3.6% | Reduced |
| Windsor Capital Management, LLC | 1,889 | $254.0K | 0.09% | −12−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,883 | $254.0K | 0.03% | +55+3.0% | Added |
| Trellis Advisors, LLC | 1,878 | $253.0K | 0.14% | −3−0.2% | Reduced |
| Washington Trust Bank | 1,875 | $253.0K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,874 | $253.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,876 | $253.0K | 0.04% | +7+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 1,875 | $253.0K | 0.15% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,868 | $252.0K | 0.13% | −525−21.9% | Reduced |
| Resolute Financial, LLC | 1,868 | $252.0K | 0.24% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,862 | $251.2K | 0.25% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,864 | $251.0K | 0.06% | +1+0.1% | Added |
| NewEdge Wealth, LLC | 1,854 | $250.0K | 0.01% | −2,512−57.5% | Reduced |
| Aire Advisors, LLC | 1,847 | $249.0K | 0.09% | −173−8.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,846 | $249.0K | 0.20% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,842 | $249.0K | 0.04% | 00.0% | Unchanged |
| Terry L. Blaker | 1,837 | $248.0K | 0.02% | −1−0.1% | Reduced |
| Stockman Wealth Management, Inc. | 1,835 | $248.0K | 0.07% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,839 | $248.0K | 0.17% | +106+6.1% | Added |
| Hartford Funds Management Co LLC | 1,841 | $248.0K | 0.03% | +1,841 | New |
| Deseret Mutual Benefit Administrators | 1,813 | $245.0K | 0.07% | −492−21.3% | Reduced |
| Parsons Capital Management Inc | 1,818 | $245.0K | 0.02% | +1+0.1% | Added |
| Northside Capital Management, LLC | 1,805 | $244.0K | 0.08% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,802 | $243.0K | 0.02% | −8−0.4% | Reduced |
| Eagle Bay Advisors LLC | 1,791 | $242.0K | 0.15% | +792+79.3% | Added |
| Advisory Alpha, LLC | 1,786 | $241.0K | 0.02% | +160+9.8% | Added |
| Colton Groome Financial Advisors, LLC | 1,782 | $240.0K | 0.12% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,775 | $239.0K | 0.05% | 00.0% | Unchanged |