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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 38,039 | $5.13M | 0.22% | +36+0.1% | Added |
| Cetera Advisor Networks LLC | 38,004 | $5.13M | 0.06% | +2,961+8.4% | Added |
| Winslow Asset Management Inc | 37,958 | $5.12M | 1.33% | −88−0.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 37,712 | $5.09M | 0.09% | −2,956−7.3% | Reduced |
| Exchange Traded Concepts, LLC | 37,604 | $5.07M | 0.17% | +2,698+7.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $5.06M | 0.84% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 37,484 | $5.06M | 0.42% | +182+0.5% | Added |
| 1st Source Bank | 37,080 | $5.00M | 0.36% | +55+0.1% | Added |
| Atria Investments LLC | 37,043 | $5.00M | 0.11% | +2,856+8.4% | Added |
| Ethic Inc. | 36,558 | $4.93M | 0.33% | +9,902+37.1% | Added |
| Bokf, NA | 36,128 | $4.87M | 0.10% | −975−2.6% | Reduced |
| AMG National Trust Bank | 36,109 | $4.87M | 0.18% | +7,125+24.6% | Added |
| NJ State Employees Deferred Compensation Plan | 36,100 | $4.87M | 0.83% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 35,618 | $4.80M | 1.15% | 00.0% | Unchanged |
| Jacobs & Co | 35,601 | $4.80M | 0.69% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 35,419 | $4.78M | 0.13% | −57,175−61.7% | Reduced |
| Metropolitan Life Insurance Co | 35,151 | $4.74M | 0.22% | −1,024−2.8% | Reduced |
| Guardian Capital Advisors LP | 34,174 | $4.67M | 0.58% | +220+0.6% | Added |
| Eastern Bank | 34,524 | $4.66M | 0.27% | +749+2.2% | Added |
| Meyer Handelman Co | 34,500 | $4.65M | 0.22% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 34,205 | $4.61M | 0.20% | +400+1.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 34,189 | $4.61M | 2.24% | −200−0.6% | Reduced |
| Searle & Co. | 34,090 | $4.60M | 1.77% | 00.0% | Unchanged |
| SP Asset Management | 33,894 | $4.57M | 0.63% | +98+0.3% | Added |
| First Interstate Bank | 33,824 | $4.56M | 0.37% | +2,429+7.7% | Added |
| First Hawaiian Bank | 33,626 | $4.54M | 0.18% | +630+1.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 33,559 | $4.53M | 0.23% | −2,831−7.8% | Reduced |
| Heritage Trust Co | 33,457 | $4.51M | 0.79% | −256−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 33,169 | $4.47M | 0.10% | +21,910+194.6% | Added |
| Gradient Investments LLC | 33,110 | $4.47M | 0.14% | +2,839+9.4% | Added |
| Covington Capital Management | 33,036 | $4.46M | 0.19% | +41+0.1% | Added |
| Stamos Capital Partners, L.P. | 32,810 | $4.43M | 1.13% | +24,920+315.8% | Added |
| Unison Asset Management LLC | 32,673 | $4.41M | 3.97% | +3,522+12.1% | Added |
| KMG Fiduciary Partners, LLC | 32,616 | $4.40M | 0.85% | −10,674−24.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,607 | $4.40M | 0.08% | +3,790+13.2% | Added |
| Teamwork Financial Advisors, LLC | 32,428 | $4.38M | 0.94% | +6,008+22.7% | Added |
| Pavion Blue Capital, LLC | 32,176 | $4.34M | 3.11% | −90.0% | Reduced |
| Synovus Financial Corp | 31,830 | $4.29M | 0.05% | +1,821+6.1% | Added |
| Andra AP-fonden | 31,600 | $4.26M | 0.14% | −5,700−15.3% | Reduced |
| Choate Investment Advisors | 31,484 | $4.25M | 0.28% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 31,256 | $4.22M | 0.14% | −7,709−19.8% | Reduced |
| Pacific Global Investment Management CO | 31,206 | $4.21M | 1.02% | +398+1.3% | Added |
| Rodgers Brothers Inc. | 31,200 | $4.21M | 0.90% | −500−1.6% | Reduced |
| New Mexico Educational Retirement Board | 31,163 | $4.20M | 0.23% | −2,900−8.5% | Reduced |
| Central Trust Co | 31,054 | $4.19M | 0.14% | −234−0.7% | Reduced |
| Commerzbank Aktiengesellschaft | 30,985 | $4.18M | 0.31% | +575+1.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 30,977 | $4.18M | 1.30% | +206+0.7% | Added |
| Asset Dedication, LLC | 30,828 | $4.17M | 0.46% | +1,397+4.7% | Added |
| GDS Wealth Management | 30,864 | $4.16M | 0.93% | +1,752+6.0% | Added |
| Hodges Capital Management Inc. | 30,508 | $4.12M | 0.68% | +1,664+5.8% | Added |
| Prudential PLC | 30,374 | $4.10M | 0.06% | +983+3.3% | Added |
| Kestra Private Wealth Services, LLC | 29,772 | $4.02M | 0.23% | +2,814+10.4% | Added |
| Stonegate Investment Group, LLC | 29,704 | $4.01M | 0.18% | −167−0.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,700 | $4.01M | 0.41% | +4,079+15.9% | Added |
| Stratos Wealth Partners, LTD. | 29,507 | $3.98M | 0.11% | −376−1.3% | Reduced |
| Private Management Group Inc | 29,339 | $3.96M | 0.18% | −4,679−13.8% | Reduced |
| Meeder Asset Management Inc | 29,261 | $3.95M | 0.23% | +18,442+170.5% | Added |
| Goelzer Investment Management, Inc. | 28,917 | $3.90M | 0.39% | −161−0.6% | Reduced |
| RPG Investment Advisory, LLC | 28,908 | $3.90M | 0.84% | +211+0.7% | Added |
| First National Trust Co | 28,880 | $3.90M | 0.23% | −1,042−3.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 28,801 | $3.89M | 0.09% | +5,612+24.2% | Added |
| Sandhill Capital Partners LLC | 28,746 | $3.88M | 0.44% | +206+0.7% | Added |
| Veritable, L.P. | 28,686 | $3.87M | 0.08% | −6,028−17.4% | Reduced |
| Hendershot Investments Inc. | 28,630 | $3.86M | 0.73% | 00.0% | Unchanged |
| Stonnington Group, LLC | 26,824 | $3.86M | 1.09% | −405−1.5% | Reduced |
| Wedbush Securities Inc | 28,320 | $3.82M | 0.21% | +2,691+10.5% | Added |
| E. Ohman J:or Asset Management AB | 28,200 | $3.80M | 0.17% | −900−3.1% | Reduced |
| GWM Advisors LLC | 28,193 | $3.80M | 0.06% | −705−2.4% | Reduced |
| Strategic Wealth Designers | 28,078 | $3.79M | 1.09% | +977+3.6% | Added |
| LGT Group Foundation | 27,975 | $3.77M | 0.15% | −9,176−24.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,538 | $3.71M | 0.51% | +250+0.9% | Added |
| Mirova | 27,510 | $3.71M | 0.62% | +1,303+5.0% | Added |
| Bouvel Investment Partners, LLC | 27,498 | $3.71M | 2.47% | +666+2.5% | Added |
| ProVise Management Group, LLC | 27,370 | $3.69M | 0.41% | −8,158−23.0% | Reduced |
| Chatham Capital Group, Inc. | 27,361 | $3.69M | 0.91% | −453−1.6% | Reduced |
| Boyd Watterson Asset Management LLC | 27,325 | $3.69M | 1.67% | −131−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,254 | $3.68M | 0.06% | +27,254 | New |
| Beacon Pointe Advisors, LLC | 27,226 | $3.67M | 0.08% | +2,543+10.3% | Added |
| D.A. Davidson & Co. | 27,141 | $3.67M | 0.05% | +76+0.3% | Added |
| Roundview Capital LLC | 26,996 | $3.64M | 0.46% | +77+0.3% | Added |
| Trust Co of Vermont | 26,980 | $3.64M | 0.29% | −212−0.8% | Reduced |
| Banque Cantonale Vaudoise | 26,770 | $3.61M | 0.21% | −1,141−4.1% | Reduced |
| New England Asset Management Inc | 26,707 | $3.60M | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 26,616 | $3.59M | 0.04% | +4,399+19.8% | Added |
| Adalta Capital Management LLC | 26,530 | $3.58M | 2.57% | −25−0.1% | Reduced |
| Avitas Wealth Management LLC | 26,506 | $3.58M | 0.82% | +278+1.1% | Added |
| Pine Ridge Advisers LLC | 26,500 | $3.58M | 1.11% | 00.0% | Unchanged |
| Bessemer Group Inc | 26,455 | $3.57M | 0.01% | +806+3.1% | Added |
| Stokes Capital Advisors, LLC | 26,342 | $3.55M | 1.32% | +1,153+4.6% | Added |
| Birmingham Capital Management Co Inc | 26,315 | $3.55M | 1.57% | −1,375−5.0% | Reduced |
| Independent Advisor Alliance | 26,153 | $3.53M | 0.21% | +728+2.9% | Added |
| Stephens Inc | 26,040 | $3.51M | 0.08% | −49,962−65.7% | Reduced |
| GFS Advisors, LLC | 25,995 | $3.51M | 0.84% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 25,920 | $3.50M | 2.74% | +3,021+13.2% | Added |
| National Asset Management, Inc. | 25,864 | $3.49M | 0.11% | +3,927+17.9% | Added |
| Girard Partners Ltd. | 25,818 | $3.48M | 0.46% | +6,509+33.7% | Added |
| Kingfisher Capital LLC | 25,813 | $3.48M | 0.96% | +2,176+9.2% | Added |
| Assetmark, Inc | 25,685 | $3.46M | 0.02% | +7,426+40.7% | Added |
| Verition Fund Management LLC | 25,655 | $3.46M | 0.05% | +8,161+46.7% | Added |
| Connable Office Inc | 25,635 | $3.46M | 0.56% | −619−2.4% | Reduced |