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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 1,495 | $202.0K | 0.13% | −1,326−47.0% | Reduced |
| Security National Bank of So Dak | 1,500 | $202.0K | 0.18% | −200−11.8% | Reduced |
| CTC Capital Management, LLC | 1,500 | $202.0K | 0.17% | −100−6.3% | Reduced |
| Professional Advisory Services Inc | 1,500 | $202.0K | 0.04% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,500 | $202.0K | 0.09% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,500 | $202.0K | 0.05% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,506 | $202.0K | 0.04% | +1,506 | New |
| Legacy Financial Advisors, Inc. | 1,499 | $202.0K | 0.05% | +1,499 | New |
| Monument Capital Management | 1,493 | $201.0K | 0.08% | +1,493 | New |
| Delta Asset Management LLC | 1,486 | $200.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 1,481 | $200.0K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,449 | $195.0K | 0.10% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,439 | $194.0K | 0.16% | −93−6.1% | Reduced |
| City State Bank | 1,420 | $192.0K | 0.13% | −13−0.9% | Reduced |
| Loomis Sayles & Co L P | 1,426 | $192.0K | 0.00% | +1,426 | New |
| Paloma Partners Management Co | 1,402 | $189.0K | 0.04% | −35,398−96.2% | Reduced |
| MV Capital Management, Inc. | 1,393 | $188.0K | 0.03% | +70+5.3% | Added |
| Providence Capital Advisors, LLC | 1,377 | $186.0K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,371 | $185.0K | 0.05% | −400−22.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,365 | $184.0K | 0.02% | +99+7.8% | Added |
| Tortoise Investment Management, LLC | 1,355 | $183.0K | 0.04% | 00.0% | Unchanged |
| Carmignac Gestion | 1,350 | $182.0K | 0.00% | −586−30.3% | Reduced |
| Sierra Capital LLC | 1,329 | $179.0K | 0.03% | −1,347−50.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $175.0K | 0.21% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,178 | $172.0K | 0.04% | +2+0.2% | Added |
| Magellan Asset Management Ltd | 1,258 | $170.0K | 0.00% | −122−8.8% | Reduced |
| QVR LLC | 1,240 | $167.0K | 0.15% | −2,362−65.6% | Reduced |
| Lindbrook Capital, LLC | 1,238 | $167.0K | 0.03% | −258−17.2% | Reduced |
| Independence Bank of Kentucky | 1,230 | $166.0K | 0.08% | −100−7.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,232 | $166.0K | 0.06% | +22+1.8% | Added |
| Quent Capital, LLC | 1,224 | $165.0K | 0.03% | +194+18.8% | Added |
| Pacer Advisors, Inc. | 1,223 | $165.0K | 0.00% | +252+26.0% | Added |
| CVA Family Office, LLC | 1,220 | $165.0K | 0.04% | +295+31.9% | Added |
| Raleigh Capital Management Inc. | 1,199 | $162.0K | 0.09% | +71+6.3% | Added |
| Atlantic Trust, LLC | 1,194 | $161.0K | 0.06% | +1,194 | New |
| Global Financial Private Client, LLC | 1,132 | $158.5K | 0.09% | −122−9.7% | Reduced |
| Financial Management Professionals, Inc. | 1,166 | $157.0K | 0.04% | +44+3.9% | Added |
| SRS Capital Advisors, Inc. | 1,157 | $156.0K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,150 | $155.0K | 0.07% | +1,150 | New |
| EverSource Wealth Advisors, LLC | 1,142 | $154.0K | 0.04% | +397+53.3% | Added |
| Cowa, LLC | 1,129 | $152.0K | 0.10% | +1,129 | New |
| Newbridge Financial Services Group, Inc. | 1,109 | $150.0K | 0.09% | +160+16.9% | Added |
| Axiom Investment Management LLC | 1,093 | $146.0K | 0.29% | +1,093 | New |
| Bank of New Hampshire | 1,075 | $145.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 1,063 | $143.0K | 0.07% | +23+2.2% | Added |
| Wagner Wealth Management, LLC | 1,033 | $139.0K | 0.10% | −26−2.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,030 | $139.0K | 0.00% | +11+1.1% | Added |
| Close Asset Management Ltd | 1,001 | $135.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,003 | $135.0K | 0.10% | +3+0.3% | Added |
| Osterweis Capital Management Inc | 982 | $132.0K | 0.01% | +982 | New |
| CNB Bank | 963 | $130.0K | 0.09% | −177−15.5% | Reduced |
| Truvestments Capital LLC | 959 | $129.0K | 0.08% | −149−13.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 915 | $123.0K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 899 | $121.0K | 0.10% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $119.0K | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 865 | $117.0K | 0.09% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $113.0K | 0.01% | −3,300−79.7% | Reduced |
| State of Wyoming | 841 | $113.0K | 0.06% | +482+134.3% | Added |
| Sycomore Asset Management | 816 | $112.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 821 | $111.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 815 | $110.0K | 0.06% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 809 | $109.0K | 0.04% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 803 | $108.0K | 0.00% | −168,100−99.5% | Reduced |
| First Financial Corp | 795 | $107.0K | 0.07% | 00.0% | Unchanged |
| Surevest, LLC | 773 | $104.0K | 0.03% | −293−27.5% | Reduced |
| Archer Investment Corp | 750 | $101.2K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 747 | $101.0K | 0.14% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 738 | $100.0K | 0.02% | −25−3.3% | Reduced |
| American National Bank | 742 | $100.0K | 0.02% | +172+30.2% | Added |
| BerganKDV Wealth Management, LLC | 725 | $98.0K | 0.01% | +8+1.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $93.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 687 | $93.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 671 | $91.0K | 0.03% | −69−9.3% | Reduced |
| Versant Capital Management, Inc | 664 | $90.0K | 0.04% | −59−8.2% | Reduced |
| Logan Capital Management Inc | 665 | $90.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 651 | $88.0K | 0.01% | +413+173.5% | Added |
| Norway Savings Bank | 628 | $85.0K | 0.05% | −100−13.7% | Reduced |
| Savior LLC | 624 | $84.0K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 616 | $83.0K | 0.00% | +21+3.5% | Added |
| PSI Advisors, LLC | 612 | $83.0K | 0.04% | +200+48.5% | Added |
| Colonial Trust Co | 616 | $83.0K | 0.03% | +616 | New |
| Zions Bancorporation, N.A. | 603 | $81.0K | 0.01% | −1,309−68.5% | Reduced |
| Ulland Investment Advisors, LLC | 600 | $81.0K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 591 | $80.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 592 | $80.0K | 0.08% | +146+32.7% | Added |
| Itau Unibanco Holding S.A. | 596 | $80.0K | 0.00% | +596 | New |
| Fortis Advisors, LLC | 588 | $79.0K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $76.9K | 0.07% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $76.0K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 551 | $74.0K | 0.01% | −262−32.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 550 | $74.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 550 | $74.0K | 0.01% | +171+45.1% | Added |
| Raffa Wealth Management, LLC | 545 | $73.5K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 532 | $72.0K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 470 | $70.0K | 0.03% | +470 | New |
| Dividend Assets Capital, LLC | 515 | $69.0K | 0.02% | −50−8.8% | Reduced |
| Baystate Wealth Management LLC | 513 | $69.0K | 0.01% | +1+0.2% | Added |
| New Millennium Group LLC | 506 | $69.0K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 503 | $68.0K | 0.01% | +100+24.8% | Added |
| Sageworth Trust Co | 500 | $67.0K | 0.01% | −1,510−75.1% | Reduced |