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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 12,512 | $1.69M | 0.16% | +14+0.1% | Added |
| Wolverine Trading, LLC | 12,160 | $1.68M | 0.06% | −13,550−52.7% | Reduced |
| Cito Capital Group, LLC | 12,400 | $1.67M | 0.96% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 12,349 | $1.67M | 0.01% | +463+3.9% | Added |
| Moors & Cabot, Inc. | 12,329 | $1.66M | 0.13% | −95−0.8% | Reduced |
| Montag A & Associates Inc | 12,260 | $1.65M | 0.11% | +84+0.7% | Added |
| Ashfield Capital Partners, LLC | 12,226 | $1.65M | 0.14% | −600−4.7% | Reduced |
| CSM Advisors, LLC | 12,189 | $1.64M | 0.18% | +130+1.1% | Added |
| Madison Wealth Management | 12,155 | $1.64M | 0.41% | +241+2.0% | Added |
| Parallel Advisors, LLC | 12,152 | $1.64M | 0.08% | +1,672+16.0% | Added |
| Caldwell Trust Co | 12,137 | $1.64M | 0.24% | +285+2.4% | Added |
| Dynamic Technology Lab Private Ltd | 12,126 | $1.64M | 0.16% | −6,585−35.2% | Reduced |
| Pinnacle Wealth Management, LLC | 12,101 | $1.63M | 1.98% | +250+2.1% | Added |
| Valeo Financial Advisors, LLC | 12,088 | $1.63M | 0.10% | +446+3.8% | Added |
| Independent Investors Inc | 12,000 | $1.62M | 0.46% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,995 | $1.62M | 0.12% | +1,709+16.6% | Added |
| SRN Advisors, LLC | 11,983 | $1.62M | 1.35% | −252−2.1% | Reduced |
| Mather Group, LLC. | 11,976 | $1.62M | 0.03% | +1,017+9.3% | Added |
| BLB&B Advisors, LLC | 11,944 | $1.61M | 0.13% | 00.0% | Unchanged |
| American Portfolios Advisors | 11,921 | $1.61M | 0.07% | −1,446−10.8% | Reduced |
| Doheny Asset Management | 11,903 | $1.61M | 1.61% | +11,903 | New |
| Insight Inv LLC | 11,871 | $1.60M | 1.78% | −10−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,867 | $1.60M | 0.19% | −268−2.2% | Reduced |
| Bull Street Advisors, LLC | 11,842 | $1.60M | 0.90% | +20+0.2% | Added |
| Change Path, LLC | 11,809 | $1.59M | 0.10% | +40.0% | Added |
| Fruth Investment Management | 11,800 | $1.59M | 0.53% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,662 | $1.57M | 0.15% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,608 | $1.57M | 0.06% | −2,077−15.2% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.57M | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $1.56M | 0.65% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 11,530 | $1.56M | 0.00% | −86−0.7% | Reduced |
| Aaron Wealth Advisors | 11,529 | $1.55M | 0.29% | +9,873+596.2% | Added |
| Prime Capital Investment Advisors, LLC | 11,525 | $1.55M | 0.09% | +11,525 | New |
| Rathbone Brothers plc | 11,476 | $1.55M | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 11,405 | $1.54M | 0.06% | +613+5.7% | Added |
| SOL Capital Management CO | 11,403 | $1.54M | 0.32% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,373 | $1.53M | 0.06% | −3,828−25.2% | Reduced |
| NVWM, LLC | 11,311 | $1.53M | 0.61% | +442+4.1% | Added |
| Adviser Investments LLC | 11,264 | $1.52M | 0.11% | −210−1.8% | Reduced |
| American Trust | 11,237 | $1.52M | 0.13% | −412−3.5% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.51M | 0.19% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 10,629 | $1.51M | 0.20% | +522+5.2% | Added |
| Snowden Capital Advisors LLC | 11,163 | $1.51M | 0.07% | +185+1.7% | Added |
| Metis Global Partners, LLC | 11,167 | $1.51M | 0.24% | +848+8.2% | Added |
| Herbst Group, LLC | 11,100 | $1.50M | 1.23% | +700+6.7% | Added |
| Profund Advisors LLC | 11,090 | $1.50M | 0.11% | −172−1.5% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 11,046 | $1.49M | 0.18% | −33−0.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 10,997 | $1.48M | 1.15% | −105−0.9% | Reduced |
| Gifford Fong Associates | 11,000 | $1.48M | 0.37% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.48M | 0.49% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,951 | $1.48M | 0.12% | −401−3.5% | Reduced |
| TKG Advisors, LLC | 10,938 | $1.48M | 1.17% | +10,938 | New |
| Resources Investment Advisors, LLC. | 10,915 | $1.47M | 0.05% | +341+3.2% | Added |
| BKD Wealth Advisors, LLC | 10,899 | $1.47M | 0.06% | −257−2.3% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,901 | $1.47M | 1.04% | −18−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 10,842 | $1.46M | 0.06% | −34−0.3% | Reduced |
| St. Johns Investment Management Company, LLC | 10,818 | $1.46M | 0.96% | +540+5.3% | Added |
| CAPROCK Group, Inc. | 10,784 | $1.46M | 0.14% | +361+3.5% | Added |
| Birinyi Associates Inc | 10,781 | $1.45M | 0.68% | −750−6.5% | Reduced |
| Caliber Wealth Management, LLC | 10,716 | $1.45M | 1.14% | +344+3.3% | Added |
| Inlet Private Wealth, LLC | 10,622 | $1.43M | 0.43% | +8+0.1% | Added |
| Wintrust Investments LLC | 10,606 | $1.43M | 0.18% | +367+3.6% | Added |
| Savant Capital, LLC | 10,568 | $1.43M | 0.04% | −88−0.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.41M | 1.12% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,476 | $1.41M | 0.10% | −11,151−51.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,413 | $1.41M | 0.07% | −397−3.7% | Reduced |
| Guardian Capital LP | 10,288 | $1.39M | 0.05% | −3,280−24.2% | Reduced |
| Anchor Investment Management, LLC | 10,269 | $1.39M | 0.21% | −723−6.6% | Reduced |
| Rothschild Investment Corp | 10,265 | $1.39M | 0.14% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 10,189 | $1.38M | 0.26% | −100−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,185 | $1.37M | 0.31% | −6−0.1% | Reduced |
| Ziegler Capital Management, LLC | 10,137 | $1.37M | 0.06% | −113−1.1% | Reduced |
| Gamble Jones Investment Counsel | 10,103 | $1.36M | 0.11% | −1,364−11.9% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $1.36M | 1.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 9,971 | $1.34M | 0.13% | −582−5.5% | Reduced |
| FDx Advisors, Inc. | 9,956 | $1.34M | 0.06% | −38−0.4% | Reduced |
| McMillion Capital Management Inc | 9,926 | $1.34M | 1.24% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 9,923 | $1.34M | 0.47% | +9,923 | New |
| Constitution Capital LLC | 9,900 | $1.34M | 0.89% | +400+4.2% | Added |
| Berkshire Bank | 9,896 | $1.34M | 0.41% | +634+6.8% | Added |
| Knuff & Co LLC | 9,855 | $1.33M | 0.63% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,849 | $1.33M | 0.08% | −65−0.7% | Reduced |
| EFG Asset Management (North America) Corp. | 9,763 | $1.32M | 0.30% | −792−7.5% | Reduced |
| Argent Advisors, Inc. | 9,743 | $1.31M | 0.77% | +516+5.6% | Added |
| Arete Wealth Advisors, LLC | 9,706 | $1.31M | 0.13% | +189+2.0% | Added |
| CoreCap Advisors, LLC | 9,688 | $1.31M | 0.11% | +654+7.2% | Added |
| Linker Capital Management Inc. | 9,650 | $1.30M | 1.61% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,639 | $1.30M | 0.11% | +971+11.2% | Added |
| J.W. Cole Advisors, Inc. | 9,620 | $1.30M | 0.11% | +893+10.2% | Added |
| Ingalls & Snyder LLC | 9,585 | $1.29M | 0.07% | −77−0.8% | Reduced |
| MainStreet Investment Advisors LLC | 9,562 | $1.29M | 0.16% | −7−0.1% | Reduced |
| Everett Harris & Co | 9,517 | $1.28M | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 8,579 | $1.27M | 0.15% | +771+9.9% | Added |
| Simmons Bank | 9,406 | $1.27M | 0.12% | −127−1.3% | Reduced |
| Plimoth Trust Co LLC | 9,405 | $1.27M | 0.44% | +926+10.9% | Added |
| ACG Wealth | 9,310 | $1.26M | 0.29% | −235−2.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.25M | 0.19% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 9,254 | $1.25M | 0.13% | +6,500+236.0% | Added |
| Insight Wealth Strategies, LLC | 8,993 | $1.25M | 0.23% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,248 | $1.25M | 0.07% | +603+7.0% | Added |