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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 23,486 | $3.47M | 1.09% | −1,745−6.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,564 | $3.48M | 0.26% | −187−0.8% | Reduced |
| Cinctive Capital Management LP | 23,770 | $3.51M | 0.18% | +23,770 | New |
| Overbrook Management Corp | 23,828 | $3.52M | 1.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 23,830 | $3.52M | 0.40% | −574−2.4% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.53M | 0.82% | 00.0% | Unchanged |
| Leonteq Securities AG | 23,942 | $3.54M | 0.19% | +2,188+10.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,967 | $3.54M | 0.16% | +1,314+5.8% | Added |
| Sandhill Capital Partners LLC | 24,169 | $3.57M | 0.38% | −4,577−15.9% | Reduced |
| Wetherby Asset Management Inc | 24,301 | $3.59M | 0.23% | +196+0.8% | Added |
| D.A. Davidson & Co. | 24,316 | $3.59M | 0.04% | −2,825−10.4% | Reduced |
| Chicago Trust Co NA | 24,320 | $3.59M | 0.90% | −320−1.3% | Reduced |
| Concentric Wealth Management, LLC | 24,338 | $3.60M | 1.23% | −200−0.8% | Reduced |
| Allstate Corp | 24,404 | $3.61M | 0.11% | +442+1.8% | Added |
| Allstate Investment Management Co | 24,404 | $3.61M | 0.11% | +24,404 | New |
| Boston Private Wealth LLC | 24,559 | $3.63M | 0.05% | −17,435−41.5% | Reduced |
| Varma Mutual Pension Insurance Co | 24,757 | $3.66M | 0.05% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 24,798 | $3.66M | 0.32% | −5,710−18.7% | Reduced |
| Freestone Capital Holdings, LLC | 24,851 | $3.67M | 0.17% | +308+1.3% | Added |
| Coastal Investment Advisors, Inc. | 24,974 | $3.69M | 0.90% | +352+1.4% | Added |
| Alkeon Capital Management LLC | 25,000 | $3.69M | 0.03% | −369,419−93.7% | Reduced |
| Bleichroeder LP | 25,000 | $3.69M | 0.80% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 25,039 | $3.70M | 0.56% | +859+3.6% | Added |
| Roundview Capital LLC | 25,209 | $3.72M | 0.42% | −1,787−6.6% | Reduced |
| Adalta Capital Management LLC | 25,305 | $3.74M | 2.64% | −1,225−4.6% | Reduced |
| Girard Partners Ltd. | 25,583 | $3.78M | 0.43% | −235−0.9% | Reduced |
| Foster Group, Inc. | 25,586 | $3.78M | 0.28% | +135+0.5% | Added |
| Advisor Partners II, LLC | 25,614 | $3.78M | 0.23% | +2,470+10.7% | Added |
| Connable Office Inc | 25,635 | $3.79M | 0.54% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 25,741 | $3.80M | 0.71% | +2,430+10.4% | Added |
| Stokes Capital Advisors, LLC | 25,917 | $3.83M | 1.32% | −425−1.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 25,920 | $3.83M | 0.40% | −3,780−12.7% | Reduced |
| GFS Advisors, LLC | 25,995 | $3.84M | 0.86% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 26,194 | $3.87M | 1.03% | +381+1.5% | Added |
| Kestra Private Wealth Services, LLC | 26,196 | $3.87M | 0.20% | −3,576−12.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 26,224 | $3.87M | 0.05% | −97,676−78.8% | Reduced |
| Trust Co of Vermont | 26,225 | $3.87M | 0.28% | −755−2.8% | Reduced |
| Bessemer Group Inc | 26,235 | $3.88M | 0.01% | −220−0.8% | Reduced |
| Avitas Wealth Management LLC | 26,363 | $3.90M | 0.82% | −143−0.5% | Reduced |
| Pine Ridge Advisers LLC | 26,500 | $3.92M | 1.04% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 26,525 | $3.92M | 1.49% | +210+0.8% | Added |
| New England Asset Management Inc | 26,707 | $3.95M | 0.07% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 26,762 | $3.95M | 0.57% | −38,831−59.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $3.99M | 0.06% | +27,000 | New |
| Stonnington Group, LLC | 26,287 | $4.00M | 1.10% | −537−2.0% | Reduced |
| National Asset Management, Inc. | 27,135 | $4.01M | 0.11% | +1,271+4.9% | Added |
| E. Ohman J:or Asset Management AB | 27,300 | $4.03M | 0.18% | −900−3.2% | Reduced |
| Bouvel Investment Partners, LLC | 27,320 | $4.04M | 2.60% | −178−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 27,415 | $4.05M | 0.35% | −1,502−5.2% | Reduced |
| First Hawaiian Bank | 27,719 | $4.10M | 0.15% | −5,907−17.6% | Reduced |
| Ninety One SA (PTY) Ltd | 28,104 | $4.11M | 1.33% | +7,348+35.4% | Added |
| AMG National Trust Bank | 27,798 | $4.11M | 0.15% | −8,311−23.0% | Reduced |
| Boyd Watterson Asset Management LLC | 27,841 | $4.11M | 1.70% | +516+1.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,107 | $4.14M | 0.50% | −431−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 28,077 | $4.15M | 0.07% | +3,279+13.2% | Added |
| Private Management Group Inc | 28,084 | $4.15M | 0.18% | −1,255−4.3% | Reduced |
| Achmea Investment Management B.V. | 29,998 | $4.15M | 0.14% | −21,331−41.6% | Reduced |
| HBK Sorce Advisory LLC | 28,470 | $4.21M | 0.11% | +15,217+114.8% | Added |
| Point72 Europe (London) LLP | 28,500 | $4.21M | 1.09% | −52,800−64.9% | Reduced |
| Veritable, L.P. | 28,515 | $4.21M | 0.08% | −171−0.6% | Reduced |
| New Mexico Educational Retirement Board | 28,563 | $4.22M | 0.23% | −2,600−8.3% | Reduced |
| Hendershot Investments Inc. | 28,605 | $4.23M | 0.71% | −25−0.1% | Reduced |
| RPG Investment Advisory, LLC | 28,718 | $4.24M | 0.82% | −190−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 28,860 | $4.26M | 0.09% | +59+0.2% | Added |
| Banque Cantonale Vaudoise | 28,936 | $4.28M | 0.22% | +2,166+8.1% | Added |
| Mirova | 29,020 | $4.29M | 0.67% | +1,510+5.5% | Added |
| Stonegate Investment Group, LLC | 29,050 | $4.29M | 0.19% | −654−2.2% | Reduced |
| First National Trust Co | 29,339 | $4.33M | 0.23% | +459+1.6% | Added |
| Wolverine Trading, LLC | 29,357 | $4.34M | 0.07% | +17,197+141.4% | Added |
| ProVise Management Group, LLC | 29,391 | $4.34M | 0.44% | +2,021+7.4% | Added |
| Eastern Bank | 29,399 | $4.34M | 0.23% | −5,125−14.8% | Reduced |
| Stratos Wealth Partners, LTD. | 29,568 | $4.37M | 0.11% | +61+0.2% | Added |
| Alerus Financial NA | 29,854 | $4.41M | 0.40% | −32,004−51.7% | Reduced |
| Long Corridor Asset Management Ltd | 30,000 | $4.43M | 4.95% | −22,000−42.3% | Reduced |
| Crestline Management, LP | 30,000 | $4.43M | 0.65% | +30,000 | New |
| Central Trust Co | 30,008 | $4.43M | 0.14% | −1,046−3.4% | Reduced |
| FIL Ltd | 30,599 | $4.52M | 0.01% | −54,622−64.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 30,736 | $4.54M | 1.28% | −241−0.8% | Reduced |
| Andra AP-fonden | 30,900 | $4.57M | 0.14% | −700−2.2% | Reduced |
| Wedbush Securities Inc | 30,967 | $4.58M | 0.25% | +2,647+9.3% | Added |
| Hussman Strategic Advisors, Inc. | 31,000 | $4.58M | 0.75% | +6,200+25.0% | Added |
| Gradient Investments LLC | 31,042 | $4.59M | 0.14% | −2,068−6.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 31,097 | $4.59M | 0.17% | +19,572+169.8% | Added |
| Rodgers Brothers Inc. | 31,243 | $4.62M | 0.93% | +43+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 31,649 | $4.68M | 1.55% | −11,270−26.3% | Reduced |
| Legacy Trust | 31,922 | $4.72M | 1.46% | +31,922 | New |
| KMG Fiduciary Partners, LLC | 31,928 | $4.72M | 0.77% | −688−2.1% | Reduced |
| Pavion Blue Capital, LLC | 31,973 | $4.72M | 3.01% | −203−0.6% | Reduced |
| Synovus Financial Corp | 31,979 | $4.72M | 0.05% | +149+0.5% | Added |
| GDS Wealth Management | 32,639 | $4.82M | 0.92% | +1,775+5.8% | Added |
| Unison Asset Management LLC | 32,786 | $4.84M | 4.02% | +113+0.3% | Added |
| Choate Investment Advisors | 32,912 | $4.86M | 0.29% | +1,428+4.5% | Added |
| LGT Group Foundation | 32,935 | $4.87M | 0.15% | +4,960+17.7% | Added |
| O'Shaughnessy Asset Management, LLC | 32,979 | $4.87M | 0.08% | +372+1.1% | Added |
| Heritage Trust Co | 33,001 | $4.88M | 0.79% | −456−1.4% | Reduced |
| PEAK6 Investments LLC | 33,060 | $4.88M | 0.27% | +20,007+153.3% | Added |
| Point72 Middle East FZE | 33,134 | $4.90M | 0.38% | +33,134 | New |
| Asset Dedication, LLC | 33,283 | $4.94M | 0.50% | +2,455+8.0% | Added |
| Jump Financial, LLC | 33,515 | $4.95M | 0.26% | −18,479−35.5% | Reduced |
| Strategic Wealth Designers | 33,101 | $4.98M | 1.15% | +5,023+17.9% | Added |