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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 16,440 | $2.43M | 0.29% | −248−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,468 | $2.43M | 0.24% | +4,342+35.8% | Added |
| Davy Global Fund Management Ltd | 16,478 | $2.43M | 0.50% | −1,727−9.5% | Reduced |
| Silvant Capital Management LLC | 16,603 | $2.45M | 0.17% | +322+2.0% | Added |
| Motley Fool Asset Management LLC | 16,603 | $2.45M | 0.28% | +16,603 | New |
| EP Wealth Advisors, LLC | 16,622 | $2.46M | 0.04% | −1,115−6.3% | Reduced |
| Intrinsic Value Partners, LLC | 16,623 | $2.46M | 3.36% | −1,350−7.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,652 | $2.46M | 0.09% | −64−0.4% | Reduced |
| Empirical Finance, LLC | 16,706 | $2.47M | 0.26% | +1,161+7.5% | Added |
| Brave Asset Management Inc | 16,869 | $2.49M | 0.85% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,930 | $2.50M | 0.07% | +609+3.7% | Added |
| Bill Few Associates, Inc. | 17,050 | $2.52M | 1.49% | −300−1.7% | Reduced |
| Advisory Services Network, LLC | 17,050 | $2.52M | 0.08% | −2,163−11.3% | Reduced |
| Pring Turner Capital Group Inc | 17,115 | $2.53M | 2.76% | +17,115 | New |
| Bank of Stockton | 17,278 | $2.55M | 0.89% | +57+0.3% | Added |
| Courier Capital LLC | 17,293 | $2.56M | 0.29% | −160−0.9% | Reduced |
| Elgethun Capital Management | 17,340 | $2.56M | 0.93% | −210−1.2% | Reduced |
| Proequities, Inc. | 17,395 | $2.57M | 0.21% | +17,395 | New |
| Briggs Advisory Group, Inc. | 17,420 | $2.57M | 1.64% | +17,420 | New |
| Selway Asset Management | 17,450 | $2.58M | 1.36% | +1,620+10.2% | Added |
| Everence Capital Management Inc | 17,474 | $2.58M | 0.22% | −2,280−11.5% | Reduced |
| Cetera Advisors LLC | 17,540 | $2.59M | 0.05% | −9,444−35.0% | Reduced |
| Mathes Company, Inc. | 17,570 | $2.60M | 1.31% | +17,570 | New |
| Verition Fund Management LLC | 17,774 | $2.63M | 0.05% | −7,881−30.7% | Reduced |
| Callahan Advisors, LLC | 17,866 | $2.64M | 0.36% | +10.0% | Added |
| Regent Investment Management LLC | 17,951 | $2.65M | 0.71% | −115−0.6% | Reduced |
| BFSG, LLC | 17,994 | $2.66M | 0.53% | +371+2.1% | Added |
| Salvus Wealth Management, LLC | 18,038 | $2.67M | 2.45% | −35−0.2% | Reduced |
| WP Advisors, LLC | 18,133 | $2.68M | 1.20% | −78−0.4% | Reduced |
| Brookstone Capital Management | 17,919 | $2.69M | 0.05% | −992−5.2% | Reduced |
| Pacifica Capital Investments, LLC | 18,295 | $2.70M | 0.87% | −105−0.6% | Reduced |
| Impax Asset Management Group plc | 18,351 | $2.71M | 0.01% | −4,734−20.5% | Reduced |
| TD Private Client Wealth LLC | 18,377 | $2.72M | 0.13% | −2,210−10.7% | Reduced |
| Mount Vernon Associates Inc | 18,421 | $2.72M | 3.50% | −400−2.1% | Reduced |
| Ieq Capital, LLC | 18,539 | $2.74M | 0.08% | +1,174+6.8% | Added |
| Assenagon Asset Management S.A. | 18,542 | $2.74M | 0.01% | −149,094−88.9% | Reduced |
| Clearstead Advisors, LLC | 18,630 | $2.75M | 0.22% | +262+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 14,707 | $2.76M | 0.30% | +9,056+160.3% | Added |
| Silicon Valley Capital Partners | 18,730 | $2.77M | 0.63% | +15,450+471.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,736 | $2.77M | 0.07% | −3,542−15.9% | Reduced |
| Grandfield & Dodd, LLC | 18,903 | $2.79M | 0.20% | −156−0.8% | Reduced |
| Gyon Technologies Capital Management, LP | 18,914 | $2.79M | 1.05% | +18,914 | New |
| Metis Global Partners, LLC | 18,959 | $2.80M | 0.25% | +7,792+69.8% | Added |
| Kingsview Wealth Management, LLC | 19,073 | $2.82M | 0.12% | +30+0.2% | Added |
| Oliver Luxxe Assets LLC | 19,192 | $2.84M | 0.79% | +584+3.1% | Added |
| Chartwell Investment Partners, LLC | 19,274 | $2.85M | 0.11% | −2,117−9.9% | Reduced |
| Raymond James Trust N.A. | 19,360 | $2.86M | 0.10% | +446+2.4% | Added |
| Wright Investors Service Inc | 19,485 | $2.88M | 0.83% | −795−3.9% | Reduced |
| LaFleur & Godfrey LLC | 19,497 | $2.88M | 0.48% | +1,000+5.4% | Added |
| M. Kulyk & Associates, LLC | 19,547 | $2.89M | 0.96% | 00.0% | Unchanged |
| Fundamentun, LLC | 19,581 | $2.89M | 0.52% | +710+3.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,697 | $2.91M | 0.22% | −303−1.5% | Reduced |
| Naples Global Advisors, LLC | 19,736 | $2.92M | 0.37% | +770+4.1% | Added |
| Chapman Investment Management, LLC | 19,836 | $2.93M | 2.67% | −2,466−11.1% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $2.95M | 0.11% | +19,950 | New |
| Gilman Hill Asset Management, LLC | 20,004 | $2.96M | 0.61% | +2,658+15.3% | Added |
| Americana Partners, LLC | 20,058 | $2.96M | 0.51% | −914−4.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.97M | 2.94% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 20,160 | $2.98M | 0.15% | +125+0.6% | Added |
| Richard Bernstein Advisors LLC | 20,236 | $2.99M | 0.07% | −2,298−10.2% | Reduced |
| Trinity Legacy Partners, LLC | 20,268 | $2.99M | 1.19% | +1,136+5.9% | Added |
| Horizon Investments, LLC | 20,367 | $3.00M | 0.09% | −156−0.8% | Reduced |
| Stephens Inc | 20,410 | $3.02M | 0.06% | −5,630−21.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,579 | $3.04M | 0.46% | +622+3.1% | Added |
| Stone Point Wealth LLC | 20,620 | $3.05M | 1.49% | +714+3.6% | Added |
| Horizon Investment Services, LLC | 20,693 | $3.06M | 2.22% | +20,693 | New |
| Wellington Shields Capital Management, LLC | 20,752 | $3.07M | 0.37% | −3,507−14.5% | Reduced |
| Erste Asset Management GmbH | 20,885 | $3.08M | 0.06% | +6,479+45.0% | Added |
| Ceera Investments, LLC | 20,976 | $3.10M | 1.96% | −2,010−8.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 21,067 | $3.11M | 0.08% | −12,492−37.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 21,227 | $3.14M | 2.13% | 00.0% | Unchanged |
| Greenleaf Trust | 21,368 | $3.16M | 0.04% | +1,528+7.7% | Added |
| Park National Corp | 21,416 | $3.16M | 0.14% | −1,296−5.7% | Reduced |
| Benson Investment Management Company, Inc. | 21,430 | $3.17M | 1.87% | +21,430 | New |
| Verdence Capital Advisors LLC | 21,433 | $3.17M | 0.39% | −1,546−6.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,495 | $3.18M | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 37,878 | $3.18M | 0.09% | +9,685+34.4% | Added |
| Sumitomo Life Insurance Co | 21,604 | $3.19M | 0.24% | +360+1.7% | Added |
| Ropes Wealth Advisors LLC | 21,745 | $3.21M | 0.58% | +1,435+7.1% | Added |
| ExodusPoint Capital Management, LP | 21,905 | $3.24M | 0.05% | −90,313−80.5% | Reduced |
| Cipher Capital LP | 21,959 | $3.24M | 0.61% | −23,961−52.2% | Reduced |
| Financial Partners Capital Management LLC | 21,965 | $3.25M | 0.72% | −2,645−10.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 22,039 | $3.26M | 0.17% | 00.0% | Unchanged |
| Hancock Whitney Corp | 22,060 | $3.26M | 0.13% | −595−2.6% | Reduced |
| Fiduciary Group LLC | 22,173 | $3.28M | 0.44% | −73−0.3% | Reduced |
| Family Management Corp | 22,186 | $3.28M | 0.80% | −22−0.1% | Reduced |
| Venture Visionary Partners LLC | 22,441 | $3.32M | 0.24% | +583+2.7% | Added |
| Chatham Capital Group, Inc. | 22,537 | $3.33M | 0.78% | −4,824−17.6% | Reduced |
| Front Barnett Associates LLC | 22,652 | $3.35M | 0.42% | −30−0.1% | Reduced |
| Chemistry Wealth Management LLC | 22,657 | $3.35M | 1.30% | +99+0.4% | Added |
| NatWest Group plc | 22,856 | $3.38M | 1.92% | −1,467−6.0% | Reduced |
| J. Goldman & Co LP | 22,954 | $3.39M | 0.24% | +22,954 | New |
| Grassi Investment Management | 22,960 | $3.39M | 0.46% | 00.0% | Unchanged |
| RBF Capital, LLC | 23,000 | $3.40M | 0.26% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 23,098 | $3.41M | 0.94% | −312−1.3% | Reduced |
| Putnam Investments LLC | 23,253 | $3.44M | 0.01% | −555−2.3% | Reduced |
| Hutner Capital Management Inc | 23,375 | $3.45M | 2.14% | −15−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 20,004 | $3.45M | 1.10% | −301−1.5% | Reduced |
| United Services Automobile Association | 23,420 | $3.46M | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 23,482 | $3.47M | 0.14% | −80,053−77.3% | Reduced |