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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 22,246 | $3.44M | 0.45% | 00.0% | Unchanged |
| Foster Group, Inc. | 25,451 | $3.43M | 0.28% | +167+0.7% | Added |
| Univest Financial Corp | 25,231 | $3.40M | 1.11% | +224+0.9% | Added |
| Bleichroeder LP | 25,000 | $3.37M | 0.70% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 24,800 | $3.35M | 0.58% | +4,050+19.5% | Added |
| Oppenheimer Asset Management Inc. | 24,798 | $3.35M | 0.06% | −327−1.3% | Reduced |
| Varma Mutual Pension Insurance Co | 24,757 | $3.34M | 0.06% | +1,066+4.5% | Added |
| Chicago Trust Co NA | 24,640 | $3.33M | 0.86% | −442−1.8% | Reduced |
| Coastal Investment Advisors, Inc. | 24,622 | $3.32M | 0.87% | −1,942−7.3% | Reduced |
| Financial Partners Capital Management LLC | 24,610 | $3.32M | 0.79% | −1,071−4.2% | Reduced |
| Credit Agricole S A | 24,560 | $3.31M | 0.11% | +3,898+18.9% | Added |
| Freestone Capital Holdings, LLC | 24,543 | $3.31M | 0.15% | −2,531−9.3% | Reduced |
| Concentric Wealth Management, LLC | 24,538 | $3.31M | 1.22% | +473+2.0% | Added |
| Seven Eight Capital, LP | 24,532 | $3.31M | 0.66% | +4,410+21.9% | Added |
| Eqis Capital Management, Inc. | 24,404 | $3.29M | 0.38% | +1,097+4.7% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.28M | 0.76% | 00.0% | Unchanged |
| NatWest Group plc | 24,323 | $3.28M | 1.91% | −20,619−45.9% | Reduced |
| Wellington Shields Capital Management, LLC | 24,259 | $3.27M | 0.78% | −131−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,180 | $3.26M | 0.54% | −2,590−9.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,122 | $3.25M | 0.33% | −12,655−34.4% | Reduced |
| Wetherby Asset Management Inc | 24,105 | $3.25M | 0.23% | +1,337+5.9% | Added |
| Virtu Financial LLC | 24,089 | $3.25M | 0.30% | +21,027+686.7% | Added |
| Allstate Corp | 23,962 | $3.23M | 0.09% | +3,464+16.9% | Added |
| Overbrook Management Corp | 23,828 | $3.21M | 0.91% | 00.0% | Unchanged |
| Putnam Investments LLC | 23,808 | $3.21M | 0.01% | +21,319+856.5% | Added |
| Cary Street Partner Investment Advisory LLC | 23,751 | $3.20M | 0.26% | +547+2.4% | Added |
| Regentatlantic Capital LLC | 23,524 | $3.17M | 0.09% | +103+0.4% | Added |
| United Services Automobile Association | 23,420 | $3.16M | 0.09% | +900+4.0% | Added |
| Mitchell Capital Management Co | 23,410 | $3.16M | 0.90% | +520+2.3% | Added |
| Hutner Capital Management Inc | 23,390 | $3.16M | 2.21% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 23,311 | $3.14M | 0.67% | +1,611+7.4% | Added |
| Advisor Partners II, LLC | 23,144 | $3.12M | 0.24% | +23,144 | New |
| Impax Asset Management Group plc | 23,085 | $3.11M | 0.02% | −2,617−10.2% | Reduced |
| RBF Capital, LLC | 23,000 | $3.10M | 0.27% | 00.0% | Unchanged |
| Ceera Investments, LLC | 22,986 | $3.10M | 2.06% | −505−2.1% | Reduced |
| Verdence Capital Advisors LLC | 22,979 | $3.10M | 0.43% | −96−0.4% | Reduced |
| Castleark Management LLC | 22,975 | $3.10M | 0.17% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $3.10M | 0.46% | 00.0% | Unchanged |
| Park National Corp | 22,712 | $3.06M | 0.15% | −785−3.3% | Reduced |
| Front Barnett Associates LLC | 22,682 | $3.06M | 0.40% | 00.0% | Unchanged |
| Hancock Whitney Corp | 22,655 | $3.06M | 0.13% | −772−3.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,653 | $3.06M | 0.15% | +1,052+4.9% | Added |
| Chemistry Wealth Management LLC | 22,558 | $3.04M | 1.20% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 22,534 | $3.04M | 0.08% | −6,005−21.0% | Reduced |
| Chapman Investment Management, LLC | 22,302 | $3.01M | 2.20% | +1,624+7.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,278 | $3.01M | 0.07% | −5,702−20.4% | Reduced |
| Family Management Corp | 22,208 | $3.00M | 0.80% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 22,039 | $2.97M | 0.16% | +318+1.5% | Added |
| Venture Visionary Partners LLC | 21,858 | $2.95M | 0.24% | +47+0.2% | Added |
| Leonteq Securities AG | 21,754 | $2.93M | 0.15% | −3,591−14.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,495 | $2.90M | 0.27% | +655+3.1% | Added |
| Chartwell Investment Partners, LLC | 21,391 | $2.89M | 0.12% | +409+1.9% | Added |
| Martingale Asset Management L P | 21,301 | $2.87M | 0.06% | +13,999+191.7% | Added |
| Sumitomo Life Insurance Co | 21,244 | $2.87M | 0.12% | −1,492−6.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 21,227 | $2.86M | 2.32% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 20,756 | $2.86M | 1.13% | +17,326+505.1% | Added |
| Cerity Partners LLC | 21,179 | $2.86M | 0.03% | −60.0% | Reduced |
| Americana Partners, LLC | 20,972 | $2.83M | 0.51% | +464+2.3% | Added |
| TD Private Client Wealth LLC | 20,587 | $2.78M | 0.14% | +296+1.5% | Added |
| Cresset Asset Management, LLC | 20,460 | $2.76M | 0.03% | −3,756−15.5% | Reduced |
| Horizon Investments, LLC | 20,523 | $2.76M | 0.09% | −1,748−7.8% | Reduced |
| Ropes Wealth Advisors LLC | 20,310 | $2.74M | 0.58% | +1,610+8.6% | Added |
| Lakeview Capital Partners, LLC | 20,305 | $2.74M | 1.08% | +476+2.4% | Added |
| Wright Investors Service Inc | 20,280 | $2.74M | 0.86% | +8,248+68.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.71M | 3.09% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 20,035 | $2.70M | 0.15% | −465−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,000 | $2.70M | 0.22% | +465+2.4% | Added |
| DCM Advisors, LLC | 19,971 | $2.69M | 1.35% | −756−3.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 19,957 | $2.69M | 0.43% | +1,166+6.2% | Added |
| Stone Point Wealth LLC | 19,906 | $2.69M | 1.65% | +882+4.6% | Added |
| Greenleaf Trust | 19,840 | $2.68M | 0.04% | +2,185+12.4% | Added |
| Everence Capital Management Inc | 19,754 | $2.67M | 0.25% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 19,547 | $2.64M | 0.92% | 00.0% | Unchanged |
| G&S Capital LLC | 19,544 | $2.64M | 1.40% | +17,104+701.0% | Added |
| Acadian Asset Management LLC | 19,428 | $2.62M | 0.01% | −20,246−51.0% | Reduced |
| Advisory Services Network, LLC | 19,213 | $2.59M | 0.09% | −441−2.2% | Reduced |
| Brookstone Capital Management | 18,911 | $2.59M | 0.06% | +8,737+85.9% | Added |
| Federated Hermes, Inc. | 19,160 | $2.58M | 0.01% | −121−0.6% | Reduced |
| Trinity Legacy Partners, LLC | 19,132 | $2.58M | 1.10% | +999+5.5% | Added |
| Grandfield & Dodd, LLC | 19,059 | $2.57M | 0.21% | −2,323−10.9% | Reduced |
| Kingsview Wealth Management, LLC | 19,043 | $2.57M | 0.12% | +844+4.6% | Added |
| Naples Global Advisors, LLC | 18,966 | $2.56M | 0.35% | +380+2.0% | Added |
| Raymond James Trust N.A. | 18,914 | $2.55M | 0.10% | −694−3.5% | Reduced |
| Fundamentun, LLC | 18,871 | $2.55M | 0.51% | −1,413−7.0% | Reduced |
| Mount Vernon Associates Inc | 18,821 | $2.54M | 3.31% | +220+1.2% | Added |
| Engineers Gate Manager LP | 18,804 | $2.54M | 0.16% | −23,338−55.4% | Reduced |
| Chase Investment Counsel Corp | 18,770 | $2.53M | 1.60% | −181−1.0% | Reduced |
| Vident Investment Advisory, LLC | 19,859 | $2.51M | 0.08% | −341−1.7% | Reduced |
| Oliver Luxxe Assets LLC | 18,608 | $2.51M | 0.78% | +534+3.0% | Added |
| LaFleur & Godfrey LLC | 18,497 | $2.50M | 0.44% | +1,325+7.7% | Added |
| Pacifica Capital Investments, LLC | 18,400 | $2.48M | 0.94% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18,368 | $2.48M | 0.23% | −731−3.8% | Reduced |
| NFJ Investment Group, LLC | 18,271 | $2.46M | 0.07% | −17,156−48.4% | Reduced |
| WP Advisors, LLC | 18,211 | $2.46M | 1.11% | +57+0.3% | Added |
| Davy Global Fund Management Ltd | 18,205 | $2.46M | 0.55% | −1,015−5.3% | Reduced |
| Salvus Wealth Management, LLC | 18,073 | $2.44M | 2.32% | −15−0.1% | Reduced |
| Lincoln National Corp | 18,071 | $2.44M | 0.06% | +977+5.7% | Added |
| Regent Investment Management LLC | 18,066 | $2.44M | 0.71% | +1,020+6.0% | Added |
| Intrinsic Value Partners, LLC | 17,973 | $2.42M | 3.37% | −1,090−5.7% | Reduced |
| Callahan Advisors, LLC | 17,865 | $2.41M | 0.35% | +97+0.5% | Added |