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, Q4 2022
Institutional positions in American Express Co as of Dec 31, 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
- 2,008
- +126 vs. Q3 2022
- Shares held
- 624.8M
- −3.44M (−0.5%) vs. Q3 2022
- Total value
- $92.3B
- +$7.44B (+8.8%) vs. Q3 2022
- New holders
- 222
- 692 more added
- Sold out
- 96
- 736 more reduced
37 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abundance Wealth Counselors | 5,413 | $800.0K | 0.22% | +90+1.7% | Added |
| Pecaut & Co. | 5,427 | $801.8K | 0.38% | −837−13.4% | Reduced |
| Sargent Investment Group, LLC | 5,438 | $803.5K | 0.25% | +859+18.8% | Added |
| Symphony Financial, Ltd. Co. | 5,369 | $808.3K | 0.21% | +228+4.4% | Added |
| Sentry Investment Management LLC | 5,496 | $812.0K | 0.36% | +947+20.8% | Added |
| Diligent Investors, LLC | 5,501 | $812.8K | 0.27% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 5,559 | $821.3K | 0.05% | +109+2.0% | Added |
| Harvest Volatility Management LLC | 5,565 | $822.2K | 0.17% | −1,199−17.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,577 | $824.0K | 0.61% | −25−0.4% | Reduced |
| Geneos Wealth Management Inc. | 5,585 | $825.2K | 0.05% | +730+15.0% | Added |
| Forum Financial Management, LP | 5,588 | $825.6K | 0.03% | +103+1.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,629 | $831.7K | 0.10% | −109−1.9% | Reduced |
| Ritholtz Wealth Management | 5,641 | $833.4K | 0.05% | −1,466−20.6% | Reduced |
| Mutual Advisors, LLC | 5,667 | $837.4K | 0.04% | −1,234−17.9% | Reduced |
| Thomas White International Ltd | 5,678 | $838.9K | 0.18% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,682 | $839.6K | 0.19% | −768−11.9% | Reduced |
| IFP Advisors, Inc | 9,536 | $842.0K | 0.03% | −1,298−12.0% | Reduced |
| Spears Abacus Advisors LLC | 5,702 | $842.5K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,717 | $844.7K | 0.13% | +37+0.7% | Added |
| Capital Management Associates | 5,719 | $845.0K | 1.26% | +286+5.3% | Added |
| Lyell Wealth Management, LP | 5,746 | $849.0K | 0.13% | −7−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 5,771 | $852.5K | 0.20% | +10.0% | Added |
| Highline Wealth Partners LLC | 5,775 | $853.3K | 0.63% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 4,963 | $855.2K | 0.29% | +317+6.8% | Added |
| Conning Inc. | 5,796 | $856.4K | 0.03% | −22−0.4% | Reduced |
| Spinnaker Trust | 5,819 | $860.0K | 0.07% | −557−8.7% | Reduced |
| Ellis Investment Partners, LLC | 5,822 | $860.2K | 0.23% | +13+0.2% | Added |
| TrinityPoint Wealth, LLC | 5,829 | $861.3K | 0.20% | +34+0.6% | Added |
| Cornerstone Planning Group LLC | 5,951 | $874.0K | 0.37% | +5,951 | New |
| First National Bank of South Miami | 5,943 | $878.0K | 0.66% | −134−2.2% | Reduced |
| KRS Capital Management, LLC | 5,949 | $878.9K | 1.20% | +350+6.3% | Added |
| Ferguson Wellman Capital Management, Inc | 5,997 | $886.0K | 0.02% | +2,480+70.5% | Added |
| PMC FIG Opportunities LLC | 6,000 | $886.5K | 4.41% | −1,000−14.3% | Reduced |
| Ally Financial Inc. | 6,000 | $886.5K | 0.14% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $886.5K | 0.40% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 6,070 | $897.0K | 0.17% | +558+10.1% | Added |
| Derbend Asset Management | 6,103 | $901.8K | 0.72% | −310−4.8% | Reduced |
| Mark Stevens | 6,138 | $907.0K | 0.12% | +324+5.6% | Added |
| WealthTrust Axiom LLC | 6,153 | $909.2K | 0.32% | −10.0% | Reduced |
| SageView Advisory Group, LLC | 6,177 | $912.7K | 0.07% | +6,177 | New |
| Becker Capital Management Inc | 6,188 | $914.3K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,251 | $923.6K | 0.01% | −508−7.5% | Reduced |
| Busey Wealth Management | 6,259 | $924.8K | 0.04% | −11,594−64.9% | Reduced |
| Lavaca Capital LLC | 6,280 | $928.4K | 0.37% | −540−7.9% | Reduced |
| Parisi Gray Wealth Management | 6,284 | $928.4K | 0.46% | +21+0.3% | Added |
| Wealthsource Partners, LLC | 6,317 | $933.4K | 0.07% | +514+8.9% | Added |
| Principle Wealth Partners LLC | 6,359 | $939.5K | 0.11% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,363 | $940.1K | 0.02% | +6,363 | New |
| S&CO Inc | 6,386 | $943.0K | 0.08% | +86+1.4% | Added |
| Gsa Capital Partners LLP | 6,390 | $944.0K | 0.12% | +6,390 | New |
| First Command Bank | 6,404 | $946.0K | 0.12% | −691−9.7% | Reduced |
| First Command Financial Services, Inc. | 6,404 | $946.0K | 0.12% | −691−9.7% | Reduced |
| Carr Financial Group Corp | 6,480 | $957.4K | 0.50% | +6,480 | New |
| Checchi Capital Advisers, LLC | 6,481 | $957.6K | 0.10% | −429−6.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 6,500 | $960.0K | 0.77% | +6,294+3,055.3% | Added |
| Ledyard National Bank | 6,500 | $960.4K | 0.11% | −222−3.3% | Reduced |
| International Assets Investment Management, LLC | 6,529 | $964.7K | 0.10% | +3,366+106.4% | Added |
| Duff & Phelps Investment Management Co | 6,555 | $968.5K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 6,564 | $969.8K | 0.13% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 6,579 | $972.0K | 0.63% | −147−2.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,580 | $972.2K | 0.24% | +813+14.1% | Added |
| Harbour Investments, Inc. | 6,594 | $974.3K | 0.06% | +52+0.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,598 | $974.9K | 0.27% | +5+0.1% | Added |
| Unigestion Holding SA | 6,649 | $979.5K | 0.05% | −91−1.4% | Reduced |
| Aurora Private Wealth, Inc. | 6,659 | $984.0K | 1.13% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 6,669 | $985.4K | 0.11% | −20−0.3% | Reduced |
| Patten & Patten Inc | 6,680 | $987.0K | 0.09% | −432−6.1% | Reduced |
| We Are One Seven, LLC | 6,684 | $987.6K | 0.10% | −217−3.1% | Reduced |
| Paragon Private Wealth Management, LLC | 6,698 | $989.6K | 0.89% | +381+6.0% | Added |
| Lumature Wealth Partners, LLC | 6,701 | $990.0K | 0.55% | −697−9.4% | Reduced |
| Stableford Capital II LLC | 6,594 | $991.7K | 0.54% | −36−0.5% | Reduced |
| St Germain D J Co Inc | 47,563 | $992.6K | 0.33% | +6,522+15.9% | Added |
| Segall Bryant & Hamill, LLC | 6,726 | $993.0K | 0.01% | −15−0.2% | Reduced |
| One River Asset Management, LLC | 6,798 | $1.00M | 0.69% | +6,798 | New |
| Paradigm Financial Partners, LLC | 6,682 | $1.00M | 0.29% | +51+0.8% | Added |
| Stamos Capital Partners, L.P. | 6,800 | $1.00M | 0.32% | −26,010−79.3% | Reduced |
| Symmetry Partners, LLC | 6,817 | $1.01M | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,819 | $1.01M | 0.10% | −11−0.2% | Reduced |
| Strategy Asset Managers LLC | 6,837 | $1.01M | 0.26% | +4+0.1% | Added |
| Wealthspire Advisors, LLC | 6,846 | $1.01M | 0.02% | +1,746+34.2% | Added |
| Piscataqua Savings Bank | 6,877 | $1.02M | 0.86% | −24−0.3% | Reduced |
| Wade G W & Inc | 6,886 | $1.02M | 0.04% | −230−3.2% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.02M | 0.70% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 6,907 | $1.02M | 0.01% | −1,830−20.9% | Reduced |
| Trust Asset Management LLC | 6,912 | $1.02M | 0.13% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,913 | $1.02M | 0.27% | +12+0.2% | Added |
| Continuum Advisory, LLC | 6,932 | $1.02M | 0.18% | −154−2.2% | Reduced |
| Monte Financial Group, LLC | 6,939 | $1.03M | 0.53% | +339+5.1% | Added |
| Bridgefront Capital, LLC | 6,971 | $1.03M | 0.72% | +6,971 | New |
| McAdam, LLC | 6,298 | $1.03M | 0.10% | −478−7.1% | Reduced |
| Transatlantique Private Wealth LLC | 7,143 | $1.05M | 0.63% | +1,029+16.8% | Added |
| Mraz, Amerine & Associates, Inc. | 7,079 | $1.05M | 0.25% | −30−0.4% | Reduced |
| Telemus Capital, LLC | 6,974 | $1.05M | 0.10% | −489−6.6% | Reduced |
| YHB Investment Advisors, Inc. | 7,112 | $1.05M | 0.11% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 7,140 | $1.05M | 0.45% | −25−0.3% | Reduced |
| Veracity Capital LLC | 7,144 | $1.06M | 0.51% | +313+4.6% | Added |
| HighTower Trust Services, LTA | 7,345 | $1.06M | 0.10% | +4,207+134.1% | Added |
| Fort Point Capital Partners LLC | 7,173 | $1.06M | 0.19% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,179 | $1.06M | 0.20% | −550−7.1% | Reduced |
| Clarius Group, LLC | 7,185 | $1.06M | 0.10% | +296+4.3% | Added |