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 |
|---|---|---|---|---|---|
| Gables Capital Management Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $3.00K | 0.00% | +23 | New |
| Financial Synergies Wealth Advisors, Inc. | 20 | $2.63K | 0.00% | +20 | New |
| United Community Bank | 16 | $2.16K | 0.00% | +16 | New |
| BOK Financial Private Wealth, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Strategic Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2 | $0 | 0.00% | +2 | New |
| We Are One Seven, LLC | 6,901 | – | – | +78+1.1% | Added |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,835 | – | – | −2,864−50.3% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −16,472−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −272,507−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −160,524−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −92,232−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −44,950−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −29,368−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −19,773−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −19,140−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −18,796−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −16,533−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −13,111−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −15,034−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −12,609−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −12,251−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −9,395−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −9,380−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,313−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,128−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −7,662−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −7,011−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −6,563−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −5,745−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −5,439−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,468−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |
| Emfo, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −2,818−100.0% | Sold out |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| Davidson Trust Co | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| DSC Advisors, L.P. | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Violich Capital Management, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Peterson Wealth Services | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |