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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 500 | $67.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $67.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 495 | $67.0K | 0.03% | +2+0.4% | Added |
| Core Wealth Advisors, Inc. | 497 | $67.0K | 0.04% | +490+7,000.0% | Added |
| Beaird Harris Wealth Management, LLC | 480 | $65.0K | 0.01% | +1+0.2% | Added |
| C M Bidwell & Associates Ltd | 480 | $65.0K | 0.05% | +480 | New |
| AlphaMark Advisors, LLC | 468 | $63.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 470 | $63.0K | 0.01% | +22+4.9% | Added |
| Pacific Center for Financial Services | 450 | $61.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 420 | $57.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 421 | $56.8K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 407 | $55.0K | 0.02% | +1+0.2% | Added |
| Field & Main Bank | 400 | $54.0K | 0.04% | −23−5.4% | Reduced |
| Gleason Group, Inc. | 398 | $54.0K | 0.02% | +2+0.5% | Added |
| Boit C F David | 400 | $54.0K | 0.04% | +400 | New |
| Covestor Ltd | 396 | $53.0K | 0.05% | −372−48.4% | Reduced |
| Almanack Investment Partners, LLC. | 395 | $53.0K | 0.01% | +395 | New |
| Ironwood Wealth Management, Inc. | 377 | $52.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 382 | $52.0K | 0.05% | −575−60.1% | Reduced |
| Creative Financial Designs Inc | 372 | $50.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 361 | $49.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $49.0K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 347 | $47.0K | 0.02% | −311−47.3% | Reduced |
| CKW Financial Group | 350 | $47.0K | 0.01% | −100−22.2% | Reduced |
| Highlander Capital Management, LLC | 350 | $47.0K | 0.03% | −25−6.7% | Reduced |
| Financial Connections Group, Inc. | 334 | $45.0K | 0.04% | −14−4.0% | Reduced |
| FAI Wealth Management | 340 | $45.0K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 326 | $44.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 325 | $43.0K | 0.05% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 315 | $42.0K | 0.03% | +315 | New |
| Professional Financial Advisors, LLC | 300 | $40.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 293 | $40.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 299 | $40.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 282 | $39.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $38.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 273 | $37.0K | 0.00% | −19−6.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 260 | $35.0K | 0.47% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 251 | $34.0K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 245 | $33.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 246 | $33.0K | 0.01% | +35+16.6% | Added |
| Baldrige Asset Management LLC | 239 | $32.0K | 0.02% | −4−1.6% | Reduced |
| Atlas Capital Advisors LLC | 234 | $31.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 233 | $31.0K | 0.01% | +8+3.6% | Added |
| Financial Perspectives, Inc | 228 | $30.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $30.0K | 0.00% | −6−2.6% | Reduced |
| Clearview Wealth Advisors LLC | 226 | $30.0K | 0.02% | +1+0.4% | Added |
| GoalVest Advisory LLC | 213 | $29.0K | 0.02% | −4,063−95.0% | Reduced |
| Johnson Financial Group, Inc. | 209 | $29.0K | 0.00% | −261−55.5% | Reduced |
| Column Capital Advisors, LLC | 217 | $29.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 208 | $28.0K | 0.06% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 210 | $28.0K | 0.01% | +15+7.7% | Added |
| Geo Capital Gestora de Recursos Ltd | 206 | $28.0K | 0.02% | +22+12.0% | Added |
| Rocky Mountain Advisers, LLC | 200 | $27.0K | 0.04% | −300−60.0% | Reduced |
| Cedar Mountain Advisors, LLC | 199 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $27.0K | 0.02% | +141+239.0% | Added |
| Glen Eagle Advisors, LLC | 200 | $27.0K | 0.01% | +13+7.0% | Added |
| Timber Creek Capital Management LLC | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 190 | $26.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 184 | $25.0K | 0.00% | +26+16.5% | Added |
| First PREMIER Bank | 180 | $24.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 172 | $23.2K | 0.00% | +29+20.3% | Added |
| Annapolis Financial Services, LLC | 170 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 166 | $23.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 158 | $21.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 155 | $21.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 153 | $21.0K | 0.00% | +12+8.5% | Added |
| Interactive Financial Advisors | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 138 | $19.0K | 0.00% | +1+0.7% | Added |
| Advocacy Wealth Management Services, LLC | 133 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 130 | $18.0K | 0.00% | −126−49.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 131 | $18.0K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 120 | $16.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 116 | $16.0K | 0.00% | +116 | New |
| Bray Capital Advisors | 108 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 111 | $15.0K | 0.00% | +83+296.4% | Added |
| Hallmark Capital Management Inc | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $14.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 98 | $13.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $13.0K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 78 | $11.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 60 | $8.00K | 0.00% | −100−62.5% | Reduced |
| JJJ Advisors Inc. | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 45 | $6.07K | 0.00% | +45 | New |
| Horrell Capital Management, Inc. | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 45 | $6.00K | 0.00% | +35+350.0% | Added |
| Abound Wealth Management | 38 | $5.13K | 0.00% | +38 | New |
| Mizuho Securities Co. Ltd. | 40 | $5.00K | 0.00% | +1+2.6% | Added |
| Carolinas Wealth Consulting LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 33 | $4.45K | 0.00% | −3−8.3% | Reduced |
| Cetera Investment Advisers | 28,422 | $4.00K | 0.00% | +9,506+50.3% | Added |
| Cetera Advisors LLC | 26,984 | $4.00K | 0.00% | +14,574+117.4% | Added |
| Disciplined Investments, LLC | 29 | $4.00K | 0.00% | −26−47.3% | Reduced |