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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 5,677 | $1.06M | 0.17% | −291−4.9% | Reduced |
| Lee Danner & Bass Inc | 7,211 | $1.06M | 0.10% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,227 | $1.07M | 0.08% | +874+13.8% | Added |
| Insight Advisors, LLC | 7,264 | $1.07M | 0.37% | −296−3.9% | Reduced |
| Auxier Asset Management | 7,273 | $1.07M | 0.19% | −15−0.2% | Reduced |
| Beacon Financial Group | 7,276 | $1.07M | 0.15% | −98−1.3% | Reduced |
| Connolly Sarah T. | 7,285 | $1.08M | 0.73% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $1.09M | 0.06% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 7,385 | $1.09M | 0.63% | −260−3.4% | Reduced |
| Investment House LLC | 7,385 | $1.09M | 0.10% | +40+0.5% | Added |
| Chesapeake Wealth Management | 7,420 | $1.10M | 0.48% | +233+3.2% | Added |
| Joel Isaacson & Co., LLC | 7,433 | $1.10M | 0.08% | −216−2.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,455 | $1.10M | 0.43% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,475 | $1.10M | 0.12% | +162+2.2% | Added |
| Cigna Investments Inc | 7,502 | $1.11M | 0.23% | +10+0.1% | Added |
| Balentine LLC | 7,510 | $1.11M | 0.04% | +937+14.3% | Added |
| AXS Investments LLC | 7,534 | $1.11M | 0.40% | +780+11.5% | Added |
| Buckingham Capital Management, Inc. | 7,555 | $1.12M | 0.19% | +7,555 | New |
| Arden Trust Co | 7,634 | $1.13M | 0.23% | −521−6.4% | Reduced |
| Centaurus Financial, Inc. | 7,654 | $1.13M | 0.11% | +5,957+351.0% | Added |
| Associated Banc-Corp | 7,666 | $1.13M | 0.05% | −121−1.6% | Reduced |
| SkyView Investment Advisors, LLC | 7,678 | $1.13M | 0.34% | −74−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,389 | $1.14M | 0.05% | −176−2.3% | Reduced |
| Van Cleef Asset Management,Inc | 7,699 | $1.14M | 0.19% | +20+0.3% | Added |
| Pitcairn Co | 7,716 | $1.14M | 0.11% | +105+1.4% | Added |
| Bank of Hawaii | 7,719 | $1.14M | 0.07% | +586+8.2% | Added |
| Wealth Advisors, Inc. | 7,721 | $1.14M | 0.61% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,732 | $1.14M | 0.04% | +491+6.8% | Added |
| Beach Investment Counsel Inc | 7,733 | $1.14M | 0.14% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 7,767 | $1.15M | 0.42% | −1,035−11.8% | Reduced |
| Smithfield Trust Co | 7,824 | $1.15M | 0.08% | −288−3.6% | Reduced |
| BancorpSouth Bank | 7,816 | $1.15M | 0.11% | +4+0.1% | Added |
| Evoke Wealth, LLC | 7,884 | $1.16M | 0.04% | −205−2.5% | Reduced |
| Belpointe Asset Management LLC | 7,885 | $1.16M | 0.07% | −2,591−24.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,891 | $1.17M | 0.09% | −322−3.9% | Reduced |
| Vise Technologies, Inc. | 7,903 | $1.17M | 0.37% | +1,679+27.0% | Added |
| Intellectus Partners, LLC | 7,912 | $1.17M | 0.41% | +1,250+18.8% | Added |
| Karpas Strategies, LLC | 7,917 | $1.17M | 0.41% | −70−0.9% | Reduced |
| Dakota Wealth Management | 7,946 | $1.17M | 0.08% | −191−2.3% | Reduced |
| Bryn Mawr Trust Co | 7,956 | $1.18M | 0.05% | −541−6.4% | Reduced |
| C2C Wealth Management, LLC | 7,945 | $1.18M | 0.20% | −78−1.0% | Reduced |
| KWB Wealth | 7,986 | $1.18M | 0.22% | −666−7.7% | Reduced |
| Two Sigma Securities, LLC | 7,994 | $1.18M | 0.17% | −192−2.3% | Reduced |
| Massmutual Trust Co FSB | 7,999 | $1.18M | 0.05% | −24−0.3% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.18M | 0.72% | 00.0% | Unchanged |
| Advisory Research Inc | 8,062 | $1.19M | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,113 | $1.20M | 0.06% | +834+11.5% | Added |
| Triad Investment Management | 8,138 | $1.20M | 1.88% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 8,160 | $1.21M | 0.46% | −485−5.6% | Reduced |
| Boltwood Capital Management | 8,190 | $1.21M | 0.49% | −75−0.9% | Reduced |
| FineMark National Bank & Trust | 8,195 | $1.21M | 0.05% | +30.0% | Added |
| Excalibur Management Corp | 8,231 | $1.22M | 0.64% | +10+0.1% | Added |
| Veriti Management LLC | 8,237 | $1.22M | 0.16% | +170+2.1% | Added |
| Graham Capital Management, L.P. | 8,239 | $1.22M | 0.05% | −4,512−35.4% | Reduced |
| Community Bank, N.A. | 8,254 | $1.22M | 0.17% | −136−1.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,285 | $1.22M | 0.04% | −572−6.5% | Reduced |
| Moloney Securities Asset Management, LLC | 8,273 | $1.22M | 0.27% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 8,287 | $1.22M | 0.10% | +13+0.2% | Added |
| Stokes Family Office, LLC | 8,297 | $1.23M | 0.16% | −169−2.0% | Reduced |
| Game Plan Financial Advisors, LLC | 8,300 | $1.23M | 1.01% | +798+10.6% | Added |
| Amarillo National Bank | 8,313 | $1.23M | 0.28% | 00.0% | Unchanged |
| Woodstock Corp | 8,316 | $1.23M | 0.16% | −75−0.9% | Reduced |
| Grimes & Company, Inc. | 8,337 | $1.23M | 0.05% | −17−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 8,364 | $1.24M | 0.10% | +8,364 | New |
| Western Wealth Management, LLC | 8,378 | $1.24M | 0.13% | −6,670−44.3% | Reduced |
| Crestwood Advisors Group LLC | 8,401 | $1.24M | 0.04% | +933+12.5% | Added |
| Beverly Hills Private Wealth, LLC | 8,402 | $1.24M | 0.54% | +8,402 | New |
| United Asset Strategies, Inc. | 8,411 | $1.24M | 0.17% | +605+7.8% | Added |
| Amica Retiree Medical Trust | 8,430 | $1.25M | 1.60% | +952+12.7% | Added |
| Investors Asset Management of Georgia Inc | 8,435 | $1.25M | 0.65% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 8,439 | $1.25M | 0.64% | +8,439 | New |
| Hyman Charles D | 8,484 | $1.25M | 0.09% | −100−1.2% | Reduced |
| Palisade Asset Management, LLC | 8,523 | $1.26M | 0.14% | −20.0% | Reduced |
| Woodmont Investment Counsel LLC | 8,541 | $1.26M | 0.14% | −6−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 8,543 | $1.26M | 0.36% | −32−0.4% | Reduced |
| Engineers Gate Manager LP | 8,569 | $1.27M | 0.08% | −10,235−54.4% | Reduced |
| Ingalls & Snyder LLC | 8,585 | $1.27M | 0.07% | −1,000−10.4% | Reduced |
| RFG Advisory, LLC | 7,114 | $1.27M | 0.06% | −166−2.3% | Reduced |
| Howard Capital Management Group, LLC | 8,615 | $1.27M | 0.15% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,644 | $1.28M | 0.13% | +8,644 | New |
| Qtron Investments LLC | 8,664 | $1.28M | 0.27% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,685 | $1.28M | 0.25% | 00.0% | Unchanged |
| Laffer Tengler Investments | 8,690 | $1.28M | 0.37% | −526−5.7% | Reduced |
| Ascent Group, LLC | 8,707 | $1.29M | 0.15% | +128+1.5% | Added |
| Argent Advisors, Inc. | 8,715 | $1.29M | 0.67% | −1,028−10.6% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.29M | 0.31% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,748 | $1.29M | 0.42% | +313+3.7% | Added |
| Greenwood Gearhart Inc | 8,755 | $1.29M | 0.18% | −20−0.2% | Reduced |
| Taylor Frigon Capital Management LLC | 8,814 | $1.30M | 0.74% | −241−2.7% | Reduced |
| Washington Trust Advisors, Inc. | 8,842 | $1.31M | 0.14% | −1,129−11.3% | Reduced |
| Trustcore Financial Services, LLC | 8,851 | $1.31M | 0.11% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 8,855 | $1.31M | 0.06% | +1,738+24.4% | Added |
| Mission Wealth Management, LP | 8,899 | $1.31M | 0.06% | +577+6.9% | Added |
| MainStreet Investment Advisors LLC | 8,905 | $1.32M | 0.15% | −657−6.9% | Reduced |
| VisionPoint Advisory Group, LLC | 7,284 | $1.32M | 0.55% | +7,284 | New |
| Empowered Funds, LLC | 9,003 | $1.33M | 0.09% | +1,269+16.4% | Added |
| Carl P. Sherr & Co., LLC | 9,018 | $1.33M | 1.01% | −132−1.4% | Reduced |
| TAGStone Capital, Inc. | 9,048 | $1.34M | 1.10% | +30+0.3% | Added |
| Strategic Investment Advisors | 9,057 | $1.34M | 0.28% | +493+5.8% | Added |
| Caliber Wealth Management, LLC | 9,067 | $1.34M | 1.02% | −1,649−15.4% | Reduced |