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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 9,071 | $1.34M | 0.03% | +3,565+64.7% | Added |
| Teamwork Financial Advisors, LLC | 9,073 | $1.34M | 0.27% | −23,355−72.0% | Reduced |
| Trustco Bank Corp N Y | 9,136 | $1.35M | 1.49% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,170 | $1.35M | 0.08% | −78−0.8% | Reduced |
| Hartline Investment Corp | 9,181 | $1.36M | 0.31% | +9,181 | New |
| Csenge Advisory Group | 9,182 | $1.36M | 0.11% | −1,769−16.2% | Reduced |
| Arete Wealth Advisors, LLC | 9,240 | $1.37M | 0.12% | −466−4.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.37M | 0.18% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 9,296 | $1.37M | 0.27% | +303+3.4% | Added |
| Simmons Bank | 9,322 | $1.38M | 0.12% | −84−0.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,331 | $1.38M | 0.16% | −2,536−21.4% | Reduced |
| Doheny Asset Management | 9,373 | $1.39M | 1.61% | −2,530−21.3% | Reduced |
| Jones Financial Companies LLLP | 9,438 | $1.39M | 0.00% | +575+6.5% | Added |
| Everett Harris & Co | 9,497 | $1.40M | 0.02% | −20−0.2% | Reduced |
| EFG Asset Management (North America) Corp. | 9,576 | $1.41M | 0.32% | −187−1.9% | Reduced |
| Verity & Verity, LLC | 9,549 | $1.41M | 0.18% | +7,675+409.6% | Added |
| Bigelow Investment Advisors, LLC | 9,562 | $1.41M | 0.82% | +431+4.7% | Added |
| Snowden Capital Advisors LLC | 9,567 | $1.41M | 0.06% | −1,596−14.3% | Reduced |
| Signaturefd, LLC | 9,604 | $1.42M | 0.04% | +890+10.2% | Added |
| SRN Advisors, LLC | 9,623 | $1.42M | 1.41% | −2,360−19.7% | Reduced |
| Berkshire Bank | 9,638 | $1.42M | 0.44% | −258−2.6% | Reduced |
| Constitution Capital LLC | 9,650 | $1.43M | 0.88% | −250−2.5% | Reduced |
| Linker Capital Management Inc. | 9,650 | $1.43M | 1.64% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 9,669 | $1.43M | 0.02% | +1,910+24.6% | Added |
| Plimoth Trust Co LLC | 9,749 | $1.44M | 0.46% | +344+3.7% | Added |
| Applied Capital LLC | 9,783 | $1.45M | 1.44% | +9,783 | New |
| FDx Advisors, Inc. | 9,805 | $1.45M | 0.06% | −151−1.5% | Reduced |
| Institute for Wealth Management, LLC. | 9,847 | $1.45M | 0.31% | −338−3.3% | Reduced |
| Chicago Capital, LLC | 9,849 | $1.46M | 0.08% | 00.0% | Unchanged |
| Knuff & Co LLC | 9,855 | $1.46M | 0.62% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 9,884 | $1.46M | 0.05% | −1,015−9.3% | Reduced |
| Barden Capital Management, Inc. | 9,923 | $1.46M | 1.50% | +1,150+13.1% | Added |
| McMillion Capital Management Inc | 9,926 | $1.47M | 1.33% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 9,967 | $1.47M | 0.06% | −170−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 10,050 | $1.48M | 0.19% | +10,050 | New |
| Bradley & Co. Private Wealth Management, LLC | 10,052 | $1.49M | 1.81% | +901+9.8% | Added |
| Gamble Jones Investment Counsel | 10,053 | $1.49M | 0.11% | −50−0.5% | Reduced |
| NFJ Investment Group, LLC | 10,058 | $1.49M | 0.04% | −8,213−45.0% | Reduced |
| Invst, LLC | 8,505 | $1.49M | 0.23% | −451−5.0% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $1.49M | 1.05% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 10,189 | $1.51M | 0.26% | 00.0% | Unchanged |
| American Trust | 10,246 | $1.51M | 0.14% | −991−8.8% | Reduced |
| Toroso Investments, LLC | 10,252 | $1.51M | 0.06% | +2,288+28.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,262 | $1.52M | 0.07% | −151−1.5% | Reduced |
| Anchor Investment Management, LLC | 10,269 | $1.52M | 0.22% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,337 | $1.53M | 0.01% | +1,308+14.5% | Added |
| Inlet Private Wealth, LLC | 10,385 | $1.53M | 0.41% | −237−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 10,459 | $1.55M | 0.14% | +1,437+15.9% | Added |
| RNC Capital Management LLC | 10,464 | $1.55M | 0.09% | −6,260−37.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.55M | 1.15% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,625 | $1.57M | 0.11% | +937+9.7% | Added |
| Banque Pictet & Cie SA | 10,656 | $1.57M | 0.02% | +10,656 | New |
| XTX Topco Ltd | 10,686 | $1.58M | 0.34% | +6,378+148.1% | Added |
| Quantbot Technologies LP | 10,700 | $1.58M | 0.11% | −7,102−39.9% | Reduced |
| Sawgrass Asset Management LLC | 10,710 | $1.58M | 0.22% | −2,248−17.3% | Reduced |
| Savant Capital, LLC | 11,155 | $1.58M | 0.04% | +587+5.6% | Added |
| St. Johns Investment Management Company, LLC | 10,727 | $1.58M | 0.95% | −91−0.8% | Reduced |
| Wintrust Investments LLC | 10,727 | $1.58M | 0.21% | +121+1.1% | Added |
| Birinyi Associates Inc | 10,750 | $1.59M | 0.76% | −31−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 10,787 | $1.59M | 0.05% | −128−1.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,809 | $1.60M | 1.10% | −92−0.8% | Reduced |
| CAPROCK Group, Inc. | 10,813 | $1.60M | 0.15% | +29+0.3% | Added |
| Rathbone Brothers plc | 10,826 | $1.60M | 0.02% | −650−5.7% | Reduced |
| Argus Investors' Counsel, Inc. | 10,910 | $1.61M | 1.29% | +2,710+33.0% | Added |
| Signet Investment Advisory Group, Inc. | 10,952 | $1.62M | 1.14% | −45−0.4% | Reduced |
| Gifford Fong Associates | 11,000 | $1.63M | 0.37% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.63M | 0.55% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 11,022 | $1.63M | 0.22% | +393+3.7% | Added |
| Rothschild Investment Corp | 11,070 | $1.64M | 0.15% | +805+7.8% | Added |
| Pinnacle Holdings, LLC | 11,126 | $1.64M | 0.74% | −1,618−12.7% | Reduced |
| Sigma Planning Corp | 11,174 | $1.65M | 0.06% | −199−1.7% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.66M | 0.19% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 11,216 | $1.66M | 0.07% | +374+3.4% | Added |
| Moneta Group Investment Advisors LLC | 9,483 | $1.66M | 0.05% | −2,125−18.3% | Reduced |
| Guardian Capital LP | 11,288 | $1.67M | 0.05% | +1,000+9.7% | Added |
| TCTC Holdings, LLC | 11,296 | $1.67M | 0.07% | +2,325+25.9% | Added |
| Virtu Financial LLC | 11,356 | $1.68M | 0.22% | −12,733−52.9% | Reduced |
| Bailard, Inc. | 11,359 | $1.68M | 0.06% | −46−0.4% | Reduced |
| Herbst Group, LLC | 11,400 | $1.68M | 1.36% | +300+2.7% | Added |
| SOL Capital Management CO | 11,403 | $1.68M | 0.30% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,409 | $1.69M | 0.03% | −567−4.7% | Reduced |
| Signature Wealth Management Group | 11,414 | $1.69M | 0.82% | −1,927−14.4% | Reduced |
| J.W. Cole Advisors, Inc. | 11,449 | $1.69M | 0.13% | +1,829+19.0% | Added |
| NVWM, LLC | 11,453 | $1.69M | 0.61% | +142+1.3% | Added |
| Pinnacle Wealth Management, LLC | 11,510 | $1.70M | 2.05% | −591−4.9% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $1.70M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,575 | $1.71M | 0.01% | −7,853−40.4% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $1.71M | 0.68% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.71M | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,632 | $1.72M | 0.15% | −30−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,636 | $1.72M | 0.13% | +1,997+20.7% | Added |
| Profund Advisors LLC | 11,647 | $1.72M | 0.11% | +557+5.0% | Added |
| Adviser Investments LLC | 11,264 | $1.73M | 0.04% | 00.0% | Unchanged |
| Fruth Investment Management | 11,750 | $1.74M | 0.51% | −50−0.4% | Reduced |
| IHT Wealth Management, LLC | 11,764 | $1.74M | 0.11% | −231−1.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 11,768 | $1.74M | 0.57% | +1,845+18.6% | Added |
| Bull Street Advisors, LLC | 11,842 | $1.75M | 0.91% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 11,855 | $1.75M | 1.47% | −114−1.0% | Reduced |
| Teza Capital Management LLC | 11,885 | $1.76M | 0.33% | −26,415−69.0% | Reduced |
| Parallel Advisors, LLC | 11,891 | $1.76M | 0.08% | −261−2.1% | Reduced |