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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 1,775 | $239.0K | 0.02% | −1−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 1,060 | $238.9K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,765 | $238.0K | 0.00% | −654−27.0% | Reduced |
| Allred Capital Management, LLC | 1,769 | $238.0K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Services | 1,613 | $237.0K | 0.14% | −53−3.2% | Reduced |
| LCNB Corp | 1,757 | $237.0K | 0.13% | 00.0% | Unchanged |
| Wealthquest Corp | 1,762 | $237.0K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $236.0K | 0.22% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,746 | $236.0K | 0.12% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,745 | $235.0K | 0.09% | −1,363−43.9% | Reduced |
| Alpha Cubed Investments, LLC | 1,743 | $235.0K | 0.02% | −205−10.5% | Reduced |
| Riverwater Partners LLC | 1,744 | $235.0K | 0.23% | −12−0.7% | Reduced |
| Kore Private Wealth LLC | 1,732 | $234.0K | 0.04% | −246−12.4% | Reduced |
| Annex Advisory Services, LLC | 1,737 | $234.0K | 0.02% | −126−6.8% | Reduced |
| TCWP LLC | 1,737 | $234.0K | 0.05% | +187+12.1% | Added |
| Stratos Wealth Advisors, LLC | 1,725 | $233.0K | 0.02% | −83−4.6% | Reduced |
| Investors Research Corp | 1,728 | $233.0K | 0.07% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,725 | $233.0K | 0.07% | +25+1.5% | Added |
| Kolinsky Wealth Management, LLC | 1,721 | $232.0K | 0.29% | +91+5.6% | Added |
| Global Trust Asset Management, LLC | 1,716 | $232.0K | 0.12% | +250+17.1% | Added |
| Private Portfolio Partners LLC | 1,715 | $231.5K | 0.07% | +2+0.1% | Added |
| Hexagon Capital Partners LLC | 1,706 | $230.0K | 0.07% | +294+20.8% | Added |
| Centaurus Financial, Inc. | 1,697 | $229.0K | 0.02% | −4,620−73.1% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $229.0K | 0.01% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,700 | $229.0K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,700 | $229.0K | 0.09% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,698 | $229.0K | 0.06% | +86+5.3% | Added |
| Sittner & Nelson, LLC | 1,691 | $228.0K | 0.15% | −474−21.9% | Reduced |
| Monticello Wealth Management, LLC | 1,686 | $228.0K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,689 | $228.0K | 0.04% | +1,689 | New |
| Blue Fin Capital, Inc. | 1,687 | $227.0K | 0.09% | −18−1.1% | Reduced |
| Mystic Asset Management, Inc. | 1,690 | $227.0K | 0.15% | +25+1.5% | Added |
| Regal Investment Advisors LLC | 1,679 | $227.0K | 0.02% | +151+9.9% | Added |
| Spire Wealth Management | 1,678 | $226.0K | 0.01% | −3,126−65.1% | Reduced |
| Oxbow Advisors, LLC | 1,678 | $226.0K | 0.04% | 00.0% | Unchanged |
| Michael B. Yongue | 1,675 | $226.0K | 0.22% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,670 | $225.4K | 0.06% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,657 | $224.0K | 0.01% | −403−19.6% | Reduced |
| Hantz Financial Services, Inc. | 1,664 | $224.0K | 0.01% | −100−5.7% | Reduced |
| IMPACTfolio, LLC | 1,657 | $224.0K | 0.22% | −65−3.8% | Reduced |
| StoneX Group Inc. | 1,655 | $223.2K | 0.03% | +71+4.5% | Added |
| Flagship Private Wealth, LLC | 1,654 | $223.0K | 0.23% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $223.0K | 0.15% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,651 | $223.0K | 0.06% | +1,651 | New |
| RMR Wealth Builders | 1,649 | $222.0K | 0.05% | +86+5.5% | Added |
| Hudock, Inc. | 1,641 | $221.0K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,636 | $221.0K | 0.03% | +13+0.8% | Added |
| Windsor Group LTD | 1,586 | $221.0K | 0.06% | −31−1.9% | Reduced |
| First Business Financial Services, Inc. | 1,630 | $220.0K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,629 | $220.0K | 0.10% | +15+0.9% | Added |
| Accel Wealth Management | 1,514 | $220.0K | 0.12% | −24−1.6% | Reduced |
| PDS Planning, Inc | 1,624 | $219.0K | 0.04% | −384−19.1% | Reduced |
| Schubert & Co | 1,620 | $219.0K | 0.21% | +13+0.8% | Added |
| Five Oceans Advisors | 1,606 | $217.0K | 0.17% | +1,606 | New |
| Corrigan Financial, Inc. | 1,604 | $216.4K | 0.08% | +1+0.1% | Added |
| Puzo Michael J | 1,600 | $216.0K | 0.08% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $216.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,598 | $216.0K | 0.03% | +1+0.1% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,600 | $216.0K | 0.01% | +1,600 | New |
| Alta Advisers Ltd | 1,600 | $216.0K | 0.14% | +1,600 | New |
| Lineweaver Wealth Advisors, LLC | 1,619 | $215.0K | 0.07% | −16−1.0% | Reduced |
| Baker Boyer National Bank | 1,593 | $215.0K | 0.10% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,594 | $215.0K | 0.03% | +3+0.2% | Added |
| FourThought Financial, LLC | 1,592 | $215.0K | 0.03% | +11+0.7% | Added |
| All Season Financial Advisors, Inc. | 1,593 | $215.0K | 0.23% | +27+1.7% | Added |
| Menard Financial Group LLC | 1,594 | $215.0K | 0.39% | +1,594 | New |
| Independent Solutions Wealth Management, LLC | 1,590 | $214.5K | 0.07% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,586 | $214.0K | 0.18% | +10+0.6% | Added |
| Elevated Capital Advisors, LLC | 1,584 | $214.0K | 0.08% | +1,584 | New |
| CPWM, LLC | 1,575 | $213.0K | 0.02% | −382−19.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,579 | $213.0K | 0.10% | −72−4.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $213.0K | 0.16% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,582 | $213.0K | 0.15% | +46+3.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,575 | $212.0K | 0.04% | 00.0% | Unchanged |
| Farmers National Bank | 1,567 | $211.4K | 0.08% | −145−8.5% | Reduced |
| Financial Architects, Inc | 1,563 | $211.0K | 0.04% | +2+0.1% | Added |
| CWA Asset Management Group, LLC | 1,566 | $211.0K | 0.02% | +1,566 | New |
| Legacy Financial Strategies, LLC | 1,566 | $211.0K | 0.10% | +1,566 | New |
| Reliant Investment Management, LLC | 1,556 | $210.0K | 0.15% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1,546 | $209.0K | 0.01% | −249,442−99.4% | Reduced |
| BTC Capital Management, Inc. | 1,551 | $209.0K | 0.03% | −390−20.1% | Reduced |
| Kelman-Lazarov, Inc. | 1,550 | $209.0K | 0.07% | −307−16.5% | Reduced |
| Skba Capital Management LLC | 1,550 | $209.0K | 0.04% | −100−6.1% | Reduced |
| Great Diamond Partners, LLC | 1,543 | $208.0K | 0.07% | −458−22.9% | Reduced |
| Mayfair Advisory Group, LLC | 1,483 | $208.0K | 0.29% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,541 | $208.0K | 0.09% | +21+1.4% | Added |
| Benjamin Edwards Inc | 1,543 | $208.0K | 0.06% | +337+27.9% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $207.0K | 0.22% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,530 | $206.0K | 0.08% | −327−17.6% | Reduced |
| Trust Co of Virginia | 1,529 | $206.0K | 0.03% | −274−15.2% | Reduced |
| Lafayette Investments, Inc. | 1,524 | $206.0K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,521 | $205.0K | 0.15% | +14+0.9% | Added |
| Vivaldi Capital Management, LLC | 1,477 | $205.0K | 0.06% | −3−0.2% | Reduced |
| Semmax Financial Advisors Inc. | 1,385 | $204.0K | 0.09% | −71−4.9% | Reduced |
| Northwest Bancshares, Inc. | 1,509 | $204.0K | 0.05% | −60−3.8% | Reduced |
| Forte Capital LLC | 1,515 | $204.0K | 0.04% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,510 | $204.0K | 0.08% | +1,510 | New |
| NorthLanding Financial Partners, LLC | 1,509 | $204.0K | 0.16% | +1,509 | New |
| United Bank | 1,505 | $203.0K | 0.03% | +1,505 | New |
| L2 Asset Management, LLC | 1,507 | $203.0K | 0.15% | +1,507 | New |