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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 17,853 | $2.41M | 0.12% | −19−0.1% | Reduced |
| Quantbot Technologies LP | 17,802 | $2.40M | 0.18% | −281−1.6% | Reduced |
| EP Wealth Advisors, LLC | 17,737 | $2.39M | 0.05% | +620+3.6% | Added |
| BFSG, LLC | 17,623 | $2.38M | 0.51% | +380+2.2% | Added |
| Cutler Group LP | 17,566 | $2.37M | 0.29% | +5,294+43.1% | Added |
| Elgethun Capital Management | 17,550 | $2.37M | 0.95% | +164+0.9% | Added |
| Canandaigua National Corp | 17,540 | $2.37M | 0.42% | −467−2.6% | Reduced |
| Courier Capital LLC | 17,453 | $2.35M | 0.29% | 00.0% | Unchanged |
| Ieq Capital, LLC | 17,365 | $2.34M | 0.06% | +7,307+72.6% | Added |
| Bill Few Associates, Inc. | 17,350 | $2.34M | 1.58% | −475−2.7% | Reduced |
| Gilman Hill Asset Management, LLC | 17,346 | $2.34M | 0.55% | +1,312+8.2% | Added |
| FORA Capital, LLC | 17,278 | $2.33M | 0.45% | −4,798−21.7% | Reduced |
| Bank of Stockton | 17,221 | $2.32M | 0.90% | −1,039−5.7% | Reduced |
| Altshuler Shaham Ltd | 16,811 | $2.32M | 0.06% | −6,526−28.0% | Reduced |
| Brave Asset Management Inc | 16,869 | $2.28M | 1.17% | +1,715+11.3% | Added |
| RNC Capital Management LLC | 16,724 | $2.26M | 0.14% | −1,046−5.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,716 | $2.25M | 0.10% | +85+0.5% | Added |
| Siemens Fonds Invest GmbH | 16,691 | $2.25M | 0.26% | −794−4.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,691 | $2.25M | 0.05% | +2,143+14.7% | Added |
| Beese Fulmer Investment Management, Inc. | 16,688 | $2.25M | 0.30% | −309−1.8% | Reduced |
| IFG Advisory, LLC | 16,689 | $2.25M | 0.20% | +4,513+37.1% | Added |
| Northstar Group, Inc. | 16,337 | $2.20M | 0.66% | +40.0% | Added |
| Integrated Wealth Concepts LLC | 16,321 | $2.20M | 0.07% | −1,552−8.7% | Reduced |
| Silvant Capital Management LLC | 16,281 | $2.20M | 0.15% | −63−0.4% | Reduced |
| Glenview Trust Co | 16,236 | $2.19M | 0.08% | +137+0.9% | Added |
| Hightower 6M Holding, LLC | 16,221 | $2.19M | 0.20% | +1,025+6.7% | Added |
| Tower Bridge Advisors | 16,177 | $2.18M | 0.19% | −150−0.9% | Reduced |
| AlphaCrest Capital Management LLC | 16,163 | $2.18M | 0.13% | −36,576−69.4% | Reduced |
| Eads & Heald Wealth Management | 16,138 | $2.18M | 1.23% | +297+1.9% | Added |
| Condor Capital Management | 16,087 | $2.17M | 0.28% | +93+0.6% | Added |
| Power Corp of Canada | 16,056 | $2.17M | 0.32% | +1,902+13.4% | Added |
| Bennicas & Associates, Inc. | 16,050 | $2.17M | 1.38% | −125−0.8% | Reduced |
| Steel Canyon Capital, LLC | 15,990 | $2.16M | 5.49% | −7,580−32.2% | Reduced |
| TownSquare Capital, LLC | 15,987 | $2.16M | 0.06% | +1,273+8.7% | Added |
| Selway Asset Management | 15,830 | $2.14M | 1.25% | +45+0.3% | Added |
| Lido Advisors, LLC | 15,808 | $2.13M | 0.04% | −1,042−6.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,733 | $2.12M | 1.31% | −126−0.8% | Reduced |
| Peoples Financial Services Corp. | 15,703 | $2.12M | 1.09% | +75+0.5% | Added |
| Moody National Bank Trust Division | 15,671 | $2.11M | 0.22% | 00.0% | Unchanged |
| Empirical Finance, LLC | 15,545 | $2.10M | 0.25% | +2,464+18.8% | Added |
| William Allan, LLC | 15,442 | $2.08M | 1.92% | +1,251+8.8% | Added |
| Hotaling Investment Management, LLC | 15,416 | $2.08M | 1.00% | +521+3.5% | Added |
| Evercore Wealth Management, LLC | 15,411 | $2.08M | 0.05% | +107+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 15,381 | $2.08M | 0.12% | −2,771−15.3% | Reduced |
| Columbia Asset Management | 15,348 | $2.07M | 0.55% | −704−4.4% | Reduced |
| Haverford Trust Co | 15,326 | $2.07M | 0.03% | −1,325−8.0% | Reduced |
| Essex Investment Management Co LLC | 15,234 | $2.06M | 0.33% | −292−1.9% | Reduced |
| Western Wealth Management, LLC | 15,048 | $2.05M | 0.12% | −3,813−20.2% | Reduced |
| Jennison Associates LLC | 15,147 | $2.04M | 0.00% | −718−4.5% | Reduced |
| Vestcor Inc | 15,084 | $2.04M | 0.08% | +62+0.4% | Added |
| Pearl River Capital, LLC | 15,000 | $2.02M | 0.38% | +10,422+227.7% | Added |
| Anson Funds Management LP | 15,000 | $2.02M | 0.39% | +15,000 | New |
| West Oak Capital, LLC | 14,952 | $2.02M | 1.09% | −80−0.5% | Reduced |
| Rehmann Capital Advisory Group | 14,878 | $2.01M | 0.22% | −239−1.6% | Reduced |
| Resonant Capital Advisors, LLC | 14,880 | $2.01M | 0.31% | −168−1.1% | Reduced |
| Pettee Investors, Inc. | 14,871 | $2.01M | 1.08% | +35+0.2% | Added |
| Alps Advisors Inc | 14,853 | $2.00M | 0.02% | +1,776+13.6% | Added |
| Erste Asset Management GmbH | 14,406 | $1.99M | 0.04% | +2,315+19.1% | Added |
| Kanawha Capital Management LLC | 14,584 | $1.97M | 0.22% | +305+2.1% | Added |
| Avantax Advisory Services, Inc. | 14,370 | $1.94M | 0.03% | −998−6.5% | Reduced |
| Modera Wealth Management, LLC | 14,200 | $1.92M | 0.10% | −2,467−14.8% | Reduced |
| Arabesque Asset Management Ltd | 14,197 | $1.92M | 0.93% | +2,140+17.7% | Added |
| Park Avenue Securities LLC | 14,124 | $1.91M | 0.04% | +2,135+17.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,970 | $1.89M | 1.39% | +143+1.0% | Added |
| Lincoln Capital LLC | 13,879 | $1.87M | 0.58% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 13,683 | $1.85M | 1.01% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 13,627 | $1.84M | 1.10% | +139+1.0% | Added |
| Fort Sheridan Advisors LLC | 13,556 | $1.83M | 0.62% | +74+0.5% | Added |
| Redpoint Investment Management Pty Ltd | 13,525 | $1.82M | 0.27% | −3,887−22.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,426 | $1.81M | 0.22% | 00.0% | Unchanged |
| Valueworks LLC | 13,366 | $1.80M | 0.74% | −99−0.7% | Reduced |
| Benedict Financial Advisors Inc | 51,995 | $1.80M | 0.58% | +38,844+295.4% | Added |
| Signature Wealth Management Group | 13,341 | $1.80M | 0.91% | −269−2.0% | Reduced |
| Ahl Investment Management, Inc. | 13,332 | $1.80M | 1.85% | −50−0.4% | Reduced |
| Wolf Group Capital Advisors | 13,321 | $1.80M | 0.98% | +10+0.1% | Added |
| Private Asset Management Inc | 13,280 | $1.79M | 0.32% | −644−4.6% | Reduced |
| First Dallas Securities Inc. | 13,252 | $1.79M | 1.23% | +5,127+63.1% | Added |
| HBK Sorce Advisory LLC | 13,253 | $1.79M | 0.12% | +6,828+106.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,215 | $1.78M | 0.55% | 00.0% | Unchanged |
| Welch Group, LLC | 13,101 | $1.77M | 0.12% | 00.0% | Unchanged |
| QV Investors Inc. | 13,070 | $1.76M | 0.17% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 13,053 | $1.76M | 0.07% | +2,004+18.1% | Added |
| Corient Capital Partners, LLC | 12,699 | $1.76M | 0.14% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 12,958 | $1.75M | 0.25% | −146−1.1% | Reduced |
| Boston Family Office LLC | 12,942 | $1.75M | 0.16% | 00.0% | Unchanged |
| BBR Partners, LLC | 12,869 | $1.74M | 0.22% | −997−7.2% | Reduced |
| Greenfield Savings Bank | 12,859 | $1.74M | 1.25% | −146−1.1% | Reduced |
| River & Mercantile Asset Management LLP | 12,794 | $1.73M | 0.33% | −1,150−8.2% | Reduced |
| Quadrant Capital Group LLC | 12,803 | $1.73M | 0.23% | +463+3.8% | Added |
| South State Corp. | 12,792 | $1.73M | 0.17% | −151−1.2% | Reduced |
| Graham Capital Management, L.P. | 12,751 | $1.72M | 0.07% | −2,343−15.5% | Reduced |
| Pinnacle Holdings, LLC | 12,744 | $1.72M | 0.81% | +128+1.0% | Added |
| Ballentine Partners, LLC | 12,741 | $1.72M | 0.06% | +1,001+8.5% | Added |
| Jacobi Capital Management LLC | 12,731 | $1.72M | 0.24% | +22+0.2% | Added |
| Blue Zone Wealth Advisors, LLC | 12,710 | $1.72M | 0.89% | −9,300−42.3% | Reduced |
| Warther Private Wealth, LLC | 12,700 | $1.71M | 1.36% | +3,800+42.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,564 | $1.70M | 0.65% | +220+1.8% | Added |
| Buttonwood Financial Advisors Inc. | 11,969 | $1.69M | 1.53% | −50−0.4% | Reduced |
| Aviance Capital Partners, LLC | 12,541 | $1.69M | 0.42% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 12,536 | $1.69M | 0.08% | +807+6.9% | Added |