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 |
|---|---|---|---|---|---|
| Personal Capital Advisors Corp | 11,906 | $1.76M | 0.01% | −443−3.6% | Reduced |
| BLB&B Advisors, LLC | 11,928 | $1.76M | 0.14% | −16−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 11,960 | $1.77M | 0.12% | +5,281+79.1% | Added |
| IFG Advisory, LLC | 11,978 | $1.77M | 0.18% | −4,711−28.2% | Reduced |
| Independent Investors Inc | 12,000 | $1.77M | 0.49% | 00.0% | Unchanged |
| Insight Inv LLC | 12,006 | $1.77M | 1.79% | +135+1.1% | Added |
| Change Path, LLC | 12,071 | $1.78M | 0.10% | +262+2.2% | Added |
| Caldwell Trust Co | 12,099 | $1.79M | 0.25% | −38−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,119 | $1.79M | 0.61% | −445−3.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 12,176 | $1.80M | 0.01% | +3,924+47.6% | Added |
| Personal Cfo Solutions, LLC | 12,157 | $1.80M | 0.38% | +4,814+65.6% | Added |
| Cresset Asset Management, LLC | 19,385 | $1.82M | 0.02% | −1,075−5.3% | Reduced |
| Montag A & Associates Inc | 12,342 | $1.82M | 0.12% | +82+0.7% | Added |
| Cito Capital Group, LLC | 12,400 | $1.83M | 1.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,404 | $1.83M | 0.14% | +4,153+50.3% | Added |
| Welch Group, LLC | 12,430 | $1.84M | 0.11% | −671−5.1% | Reduced |
| Smith, Salley & Associates | 12,512 | $1.85M | 0.16% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,542 | $1.85M | 0.43% | +10.0% | Added |
| Private Advisor Group, LLC | 50,131 | $1.86M | 0.09% | +8,808+21.3% | Added |
| Aaron Wealth Advisors | 12,633 | $1.87M | 0.28% | +1,104+9.6% | Added |
| Coldstream Capital Management Inc | 12,634 | $1.87M | 0.07% | +12,634 | New |
| Colonial Trust Advisors | 12,647 | $1.87M | 0.23% | +9,171+263.8% | Added |
| Madison Wealth Management | 12,697 | $1.88M | 0.43% | +542+4.5% | Added |
| Blue Zone Wealth Advisors, LLC | 12,707 | $1.88M | 1.00% | −30.0% | Reduced |
| Moors & Cabot, Inc. | 12,730 | $1.88M | 0.13% | +401+3.3% | Added |
| BBR Partners, LLC | 12,769 | $1.89M | 0.21% | −100−0.8% | Reduced |
| Quadrant Capital Group LLC | 12,847 | $1.90M | 0.22% | +44+0.3% | Added |
| Jacobi Capital Management LLC | 12,850 | $1.90M | 0.24% | +119+0.9% | Added |
| Nicholas Hoffman & Company, LLC. | 12,856 | $1.90M | 0.20% | +320+2.6% | Added |
| Ballentine Partners, LLC | 12,866 | $1.90M | 0.06% | +125+1.0% | Added |
| Valueworks LLC | 12,867 | $1.90M | 0.67% | −499−3.7% | Reduced |
| South State Corp. | 12,875 | $1.90M | 0.18% | +83+0.6% | Added |
| Cutler Group LP | 12,887 | $1.90M | 0.23% | −4,679−26.6% | Reduced |
| Greenfield Savings Bank | 12,904 | $1.91M | 1.26% | +45+0.3% | Added |
| Boston Family Office LLC | 12,942 | $1.91M | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,974 | $1.92M | 0.11% | +886+7.3% | Added |
| River & Mercantile Asset Management LLP | 12,974 | $1.92M | 0.41% | +180+1.4% | Added |
| CSM Advisors, LLC | 13,039 | $1.93M | 0.18% | +850+7.0% | Added |
| Steel Canyon Capital, LLC | 13,045 | $1.93M | 3.58% | −2,945−18.4% | Reduced |
| Investment Management Corp of Ontario | 13,095 | $1.93M | 0.09% | +13,095 | New |
| KCM Investment Advisors LLC | 13,094 | $1.94M | 0.08% | +13,094 | New |
| Wolf Group Capital Advisors | 13,116 | $1.94M | 0.91% | −205−1.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,200 | $1.95M | 0.56% | −15−0.1% | Reduced |
| Rehmann Capital Advisory Group | 13,234 | $1.96M | 0.20% | −1,644−11.0% | Reduced |
| Ahl Investment Management, Inc. | 13,262 | $1.96M | 1.82% | −70−0.5% | Reduced |
| Alps Advisors Inc | 13,272 | $1.96M | 0.02% | −1,581−10.6% | Reduced |
| Private Asset Management Inc | 13,280 | $1.96M | 0.33% | 00.0% | Unchanged |
| CWM, LLC | 13,292 | $1.96M | 0.01% | +4,605+53.0% | Added |
| QV Investors Inc. | 13,360 | $1.97M | 0.19% | +290+2.2% | Added |
| Bleakley Financial Group, LLC | 13,366 | $1.97M | 0.07% | +13,366 | New |
| Benedict Financial Advisors Inc | 13,375 | $1.98M | 0.59% | −38,620−74.3% | Reduced |
| Altshuler Shaham Ltd | 13,402 | $1.98M | 0.08% | −3,409−20.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,426 | $1.98M | 0.22% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 13,532 | $2.00M | 0.65% | −24−0.2% | Reduced |
| Sawyer & Company, Inc | 13,585 | $2.01M | 0.99% | −98−0.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,820 | $2.04M | 1.49% | −150−1.1% | Reduced |
| Investment Advisory Services Inc | 13,904 | $2.05M | 1.06% | +277+2.0% | Added |
| Lincoln Capital LLC | 13,913 | $2.06M | 0.59% | +34+0.2% | Added |
| Seven Eight Capital, LP | 13,926 | $2.06M | 0.54% | −10,606−43.2% | Reduced |
| Columbia Asset Management | 14,079 | $2.08M | 0.51% | −1,269−8.3% | Reduced |
| Warther Private Wealth, LLC | 14,152 | $2.09M | 1.57% | +1,452+11.4% | Added |
| West Oak Capital, LLC | 14,237 | $2.10M | 1.10% | −715−4.8% | Reduced |
| Coastline Trust Co | 14,269 | $2.11M | 0.31% | +7,328+105.6% | Added |
| Chase Investment Counsel Corp | 14,434 | $2.13M | 1.30% | −4,336−23.1% | Reduced |
| Haverford Trust Co | 14,726 | $2.18M | 0.03% | −600−3.9% | Reduced |
| Lodestone Wealth Management LLC | 14,814 | $2.19M | 1.77% | +14,814 | New |
| Essex Investment Management Co LLC | 14,817 | $2.19M | 0.34% | −417−2.7% | Reduced |
| Lincoln National Corp | 14,821 | $2.19M | 0.05% | −3,250−18.0% | Reduced |
| Pettee Investors, Inc. | 14,871 | $2.20M | 1.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,870 | $2.20M | 0.04% | +746+5.3% | Added |
| Cullen Capital Management LLC | 14,889 | $2.20M | 0.03% | −11,727−44.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $2.21M | 0.15% | +9,120+155.7% | Added |
| Vestcor Inc | 15,118 | $2.23M | 0.08% | +34+0.2% | Added |
| Resonant Capital Advisors, LLC | 15,153 | $2.24M | 0.28% | +273+1.8% | Added |
| Kanawha Capital Management LLC | 15,190 | $2.24M | 0.22% | +606+4.2% | Added |
| Compass Wealth Management LLC | 15,282 | $2.26M | 0.74% | +15,282 | New |
| Siemens Fonds Invest GmbH | 15,309 | $2.26M | 0.23% | −1,382−8.3% | Reduced |
| Evercore Wealth Management, LLC | 15,352 | $2.27M | 0.05% | −59−0.4% | Reduced |
| Peoples Financial Services Corp. | 15,435 | $2.28M | 1.07% | −268−1.7% | Reduced |
| William Allan, LLC | 15,489 | $2.29M | 1.93% | +47+0.3% | Added |
| Hotaling Investment Management, LLC | 15,538 | $2.30M | 1.04% | +122+0.8% | Added |
| Moody National Bank Trust Division | 15,700 | $2.32M | 0.20% | +29+0.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,763 | $2.33M | 1.28% | +30+0.2% | Added |
| Modera Wealth Management, LLC | 15,781 | $2.33M | 0.09% | +1,581+11.1% | Added |
| Avantax Advisory Services, Inc. | 15,804 | $2.34M | 0.03% | +1,434+10.0% | Added |
| First Dallas Securities Inc. | 15,878 | $2.35M | 1.41% | +2,626+19.8% | Added |
| Arabesque Asset Management Ltd | 15,901 | $2.35M | 0.79% | +1,704+12.0% | Added |
| Bennicas & Associates, Inc. | 15,950 | $2.36M | 1.36% | −100−0.6% | Reduced |
| TownSquare Capital, LLC | 15,994 | $2.36M | 0.06% | +70.0% | Added |
| Power Corp of Canada | 16,056 | $2.37M | 0.43% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 16,060 | $2.37M | 1.21% | −78−0.5% | Reduced |
| Canandaigua National Corp | 16,095 | $2.38M | 0.40% | −1,445−8.2% | Reduced |
| Condor Capital Management | 16,130 | $2.38M | 0.30% | +43+0.3% | Added |
| Tower Bridge Advisors | 16,177 | $2.39M | 0.20% | 00.0% | Unchanged |
| Glenview Trust Co | 16,201 | $2.39M | 0.08% | −35−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,205 | $2.39M | 0.12% | +824+5.4% | Added |
| Lido Advisors, LLC | 16,216 | $2.40M | 0.04% | +408+2.6% | Added |
| Buckingham Strategic Wealth, LLC | 16,253 | $2.40M | 0.04% | −438−2.6% | Reduced |
| Northstar Group, Inc. | 16,342 | $2.41M | 0.68% | +50.0% | Added |
| Seeyond | 16,420 | $2.43M | 0.23% | +10,280+167.4% | Added |