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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 33,759 | $4.99M | 0.02% | +8,074+31.4% | Added |
| Metropolitan Life Insurance Co | 33,887 | $5.01M | 0.22% | −1,264−3.6% | Reduced |
| Cetera Investment Advisers | 33,969 | $5.02M | 0.05% | +5,547+19.5% | Added |
| First Interstate Bank | 34,024 | $5.03M | 0.37% | +200+0.6% | Added |
| Searle & Co. | 34,090 | $5.04M | 1.72% | 00.0% | Unchanged |
| SP Asset Management LLC | 34,100 | $5.04M | 0.67% | +34,100 | New |
| Lorne Steinberg Wealth Management Inc. | 34,259 | $5.06M | 2.17% | +70+0.2% | Added |
| Prio Wealth Limited Partnership | 34,337 | $5.07M | 0.20% | +132+0.4% | Added |
| Meyer Handelman Co | 34,500 | $5.10M | 0.21% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 34,535 | $5.10M | 0.32% | +3,550+11.5% | Added |
| Shell Asset Management Co | 34,707 | $5.13M | 0.22% | −8,654−20.0% | Reduced |
| Jacobs & Co | 35,507 | $5.25M | 0.68% | −94−0.3% | Reduced |
| Drexel Morgan & Co. | 35,618 | $5.26M | 1.08% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 35,668 | $5.27M | 1.17% | +4,462+14.3% | Added |
| Bokf, NA | 35,747 | $5.28M | 0.10% | −381−1.1% | Reduced |
| Guardian Capital Advisors LP | 34,224 | $5.30M | 0.60% | +50+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 36,100 | $5.33M | 0.86% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 36,203 | $5.35M | 0.37% | −1,281−3.4% | Reduced |
| Boothbay Fund Management, LLC | 36,225 | $5.35M | 0.18% | +4,969+15.9% | Added |
| Jennison Associates LLC | 36,441 | $5.38M | 0.01% | +21,294+140.6% | Added |
| Diversified Trust Co | 36,565 | $5.40M | 0.23% | −2,933−7.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 36,625 | $5.41M | 0.09% | −1,087−2.9% | Reduced |
| PGGM Investments | 36,766 | $5.43M | 0.10% | −2,483−6.3% | Reduced |
| Winslow Asset Management Inc | 36,768 | $5.43M | 1.29% | −1,190−3.1% | Reduced |
| 1st Source Bank | 36,929 | $5.46M | 0.36% | −151−0.4% | Reduced |
| DCM Advisors, LLC | 37,088 | $5.48M | 2.66% | +17,117+85.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $5.54M | 0.47% | 00.0% | Unchanged |
| Tiaa, FSB | 37,618 | $5.56M | 0.02% | −1,428−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,942 | $5.61M | 0.22% | −97−0.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 38,038 | $5.62M | 2.59% | −522−1.4% | Reduced |
| Pathstone Family Office, LLC | 52,658 | $5.65M | 0.11% | +11,871+29.1% | Added |
| Highland Capital Management, LLC | 38,298 | $5.66M | 0.40% | −150−0.4% | Reduced |
| Louisiana State Employees Retirement System | 38,600 | $5.70M | 0.16% | +200+0.5% | Added |
| Beacon Pointe Advisors, LLC | 38,640 | $5.71M | 0.11% | +11,414+41.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 38,831 | $5.74M | 0.06% | −1,005−2.5% | Reduced |
| La Banque Postale Asset Management SA | 39,058 | $5.77M | 0.17% | +39,058 | New |
| CIBC World Markets Inc. | 39,362 | $5.82M | 0.02% | −7,209−15.5% | Reduced |
| Headinvest, LLC | 39,602 | $5.85M | 1.31% | +455+1.2% | Added |
| Shelter Mutual Insurance Co | 39,885 | $5.89M | 1.69% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 40,000 | $5.91M | 0.07% | −60,000−60.0% | Reduced |
| Bright Rock Capital Management, LLC | 40,000 | $5.91M | 1.53% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 40,109 | $5.93M | 0.25% | −1,892−4.5% | Reduced |
| Edgar Lomax Co | 40,125 | $5.93M | 0.36% | −380−0.9% | Reduced |
| Great Lakes Advisors, LLC | 307,767 | $5.93M | 0.34% | −10,578−3.3% | Reduced |
| WoodTrust Financial Corp | 40,509 | $5.99M | 1.24% | −129−0.3% | Reduced |
| Arcadia Investment Management Corp | 40,568 | $5.99M | 1.40% | −853−2.1% | Reduced |
| Ethic Inc. | 40,667 | $6.01M | 0.32% | +4,109+11.2% | Added |
| Martingale Asset Management L P | 40,759 | $6.02M | 0.12% | +19,458+91.3% | Added |
| Exchange Traded Concepts, LLC | 41,412 | $6.12M | 0.18% | +3,808+10.1% | Added |
| Prudential PLC | 41,574 | $6.14M | 0.08% | +11,200+36.9% | Added |
| Atria Wealth Solutions, Inc. | 41,777 | $6.17M | 0.10% | +2,585+6.6% | Added |
| JustInvest LLC | 41,830 | $6.18M | 0.26% | +1,958+4.9% | Added |
| Dorsey & Whitney Trust CO LLC | 41,865 | $6.18M | 0.60% | −665−1.6% | Reduced |
| Optimas Capital Ltd | 41,892 | $6.19M | 6.06% | −2,356−5.3% | Reduced |
| Credit Agricole S A | 42,193 | $6.23M | 0.23% | +17,633+71.8% | Added |
| Chemung Canal Trust Co | 42,520 | $6.28M | 1.43% | −667−1.5% | Reduced |
| Financial Avengers, Inc. | 42,699 | $6.31M | 5.16% | −278−0.6% | Reduced |
| Cubic Asset Management, LLC | 42,913 | $6.34M | 1.81% | −2,245−5.0% | Reduced |
| Capstone Investment Advisors, LLC | 42,970 | $6.35M | 0.17% | +9,801+29.5% | Added |
| Agf Management Ltd | 42,974 | $6.35M | 0.05% | +42,974 | New |
| Brown Brothers Harriman & Co | 43,098 | $6.37M | 0.06% | −366−0.8% | Reduced |
| Hartford Investment Management Co | 43,544 | $6.43M | 0.20% | −17,665−28.9% | Reduced |
| Ironwood Investment Counsel, LLC | 43,692 | $6.46M | 1.57% | +1,128+2.7% | Added |
| Allspring Global Investments Holdings, LLC | 43,740 | $6.46M | 0.01% | −18,820−30.1% | Reduced |
| Atria Investments LLC | 43,961 | $6.49M | 0.13% | +6,918+18.7% | Added |
| Ulysses Management LLC | 44,000 | $6.50M | 1.91% | −6,000−12.0% | Reduced |
| Olstein Capital Management, L.P. | 44,000 | $6.50M | 1.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 44,352 | $6.55M | 0.11% | −17,242−28.0% | Reduced |
| Family Capital Trust Co | 44,409 | $6.56M | 2.66% | −211−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,926 | $6.64M | 0.33% | +595+1.3% | Added |
| NFC Investments, LLC | 45,127 | $6.67M | 2.06% | −24,575−35.3% | Reduced |
| AE Wealth Management LLC | 45,273 | $6.69M | 0.05% | −24,970−35.5% | Reduced |
| Perigon Wealth Management, LLC | 45,602 | $6.74M | 0.42% | +5,887+14.8% | Added |
| Shayne & Co., LLC | 45,650 | $6.74M | 3.74% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 46,115 | $6.81M | 0.09% | +272+0.6% | Added |
| Atlantic Union Bankshares Corp | 46,372 | $6.85M | 0.73% | −2,410−4.9% | Reduced |
| Kinneret Advisory, LLC | 46,469 | $6.87M | 0.91% | +1,994+4.5% | Added |
| Kentucky Retirement Systems | 47,157 | $6.97M | 0.27% | +206+0.4% | Added |
| Maryland State Retirement & Pension System | 47,382 | $7.00M | 0.20% | +650+1.4% | Added |
| PFS Investments Inc. | 47,524 | $7.02M | 0.13% | −114−0.2% | Reduced |
| HB Wealth Management, LLC | 48,102 | $7.11M | 0.13% | −506−1.0% | Reduced |
| Sky Investment Group LLC | 48,233 | $7.13M | 1.68% | +590+1.2% | Added |
| Bell Asset Management Ltd | 48,237 | $7.13M | 1.33% | −376−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 48,349 | $7.14M | 0.67% | −500−1.0% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $7.21M | 2.29% | 00.0% | Unchanged |
| Norinchukin Bank, The | 48,921 | $7.23M | 0.16% | −11,064−18.4% | Reduced |
| Elo Mutual Pension Insurance Co | 49,334 | $7.29M | 0.25% | +1,259+2.6% | Added |
| Securian Asset Management, Inc | 49,589 | $7.33M | 0.20% | −200−0.4% | Reduced |
| Davenport & Co LLC | 49,980 | $7.38M | 0.06% | −1,009−2.0% | Reduced |
| Stansberry Asset Management, LLC | 50,066 | $7.40M | 1.53% | +2,414+5.1% | Added |
| Redwood Grove Capital, LLC | 50,747 | $7.50M | 3.72% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 50,784 | $7.50M | 2.39% | −3,459−6.4% | Reduced |
| Vident Investment Advisory, LLC | 50,838 | $7.51M | 0.28% | +30,979+156.0% | Added |
| Van Eck Associates Corp | 51,234 | $7.57M | 0.02% | −4,512−8.1% | Reduced |
| Argent Trust Co | 51,925 | $7.67M | 0.51% | −1,264−2.4% | Reduced |
| Wealthfront Advisers LLC | 53,181 | $7.86M | 0.04% | +855+1.6% | Added |
| Buckhead Capital Management LLC | 53,589 | $7.92M | 1.91% | +515+1.0% | Added |
| Tredje AP-fonden | 54,164 | $8.00M | 0.14% | +14,204+35.5% | Added |
| Cetera Advisor Networks LLC | 54,173 | $8.00M | 0.06% | +16,169+42.5% | Added |
| GHP Investment Advisors, Inc. | 55,216 | $8.16M | 0.55% | −764−1.4% | Reduced |