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 |
|---|---|---|---|---|---|
| Prana Capital Management, LP | 55,653 | $8.22M | 0.63% | +55,653 | New |
| Martin Investment Management, LLC | 56,144 | $8.30M | 2.60% | +909+1.6% | Added |
| Guggenheim Capital LLC | 56,175 | $8.30M | 0.07% | +1,934+3.6% | Added |
| Abeille Asset Management SA | 56,220 | $8.31M | 0.43% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 56,333 | $8.32M | 0.16% | −195−0.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 56,513 | $8.35M | 2.18% | −129−0.2% | Reduced |
| British Columbia Investment Management Corp | 56,551 | $8.36M | 0.09% | −6,780−10.7% | Reduced |
| Oppenheimer & Co Inc | 56,696 | $8.38M | 0.19% | −19,778−25.9% | Reduced |
| Rice Partnership, LLC | 56,736 | $8.38M | 2.65% | −1,221−2.1% | Reduced |
| Kestra Advisory Services, LLC | 57,500 | $8.50M | 0.08% | +1,250+2.2% | Added |
| Griffin Asset Management, Inc. | 57,863 | $8.55M | 1.29% | +2,683+4.9% | Added |
| Seizert Capital Partners, LLC | 59,031 | $8.72M | 0.46% | −7,743−11.6% | Reduced |
| Rheos Capital Works Inc. | 59,900 | $8.85M | 0.53% | 00.0% | Unchanged |
| Sandy Spring Bank | 60,488 | $8.94M | 0.53% | −2,636−4.2% | Reduced |
| Carret Asset Management, LLC | 61,233 | $9.05M | 1.25% | +1,171+1.9% | Added |
| Brookfield Asset Management Inc. | 61,909 | $9.15M | 0.03% | −22,220−26.4% | Reduced |
| Cornerstone Advisors, LLC | 62,000 | $9.16M | 0.45% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 62,000 | $9.16M | 2.83% | +198+0.3% | Added |
| Eagle Rock Investment Company, LLC | 59,546 | $9.17M | 2.11% | +332+0.6% | Added |
| Sprucegrove Investment Management Ltd | 63,500 | $9.38M | 0.52% | −17,500−21.6% | Reduced |
| Silvercrest Asset Management Group LLC | 63,727 | $9.42M | 0.07% | −1,606−2.5% | Reduced |
| Calamos Wealth Management LLC | 63,818 | $9.43M | 0.74% | −2,326−3.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 64,639 | $9.55M | 0.22% | +6,700+11.6% | Added |
| Banyan Capital Management, Inc. | 64,709 | $9.56M | 7.10% | −205−0.3% | Reduced |
| GM Advisory Group, Inc. | 64,712 | $9.56M | 1.02% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 65,611 | $9.69M | 0.25% | −3,877−5.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 65,931 | $9.74M | 2.34% | +862+1.3% | Added |
| Henshaw Capital LLC | 66,005 | $9.75M | 0.65% | +62,500+1,783.2% | Added |
| Marco Investment Management LLC | 66,956 | $9.89M | 1.15% | −400−0.6% | Reduced |
| Parthenon LLC | 67,179 | $9.93M | 1.63% | −460−0.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 67,671 | $10.0M | 2.75% | −89−0.1% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 67,910 | $10.0M | 3.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 68,110 | $10.1M | 0.07% | +46,931+221.6% | Added |
| Churchill Management Corp | 68,275 | $10.1M | 0.24% | −7,597−10.0% | Reduced |
| Nixon Capital, LLC | 68,391 | $10.1M | 6.85% | −3,412−4.8% | Reduced |
| Worldquant Millennium Advisors LLC | 69,373 | $10.3M | 0.23% | −103,562−59.9% | Reduced |
| 2Xideas AG | 69,482 | $10.3M | 1.09% | +4,070+6.2% | Added |
| Longbow Finance SA | 69,795 | $10.3M | 1.39% | +69,795 | New |
| Czech National Bank | 69,972 | $10.3M | 0.27% | +313+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,126 | $10.4M | 0.05% | +363+0.5% | Added |
| Mackenzie Financial Corp | 70,256 | $10.4M | 0.02% | +315+0.5% | Added |
| Amica Mutual Insurance Co | 70,280 | $10.4M | 1.31% | +7,953+12.8% | Added |
| Tocqueville Asset Management L.P. | 70,290 | $10.4M | 0.20% | −4,870−6.5% | Reduced |
| MML Investors Services, LLC | 71,149 | $10.5M | 0.07% | +1,629+2.3% | Added |
| Foyston, Gordon, & Payne Inc | 71,476 | $10.6M | 2.92% | +3,404+5.0% | Added |
| Eagle Global Advisors LLC | 71,820 | $10.6M | 0.73% | −315−0.4% | Reduced |
| LVM Capital Management Ltd | 72,569 | $10.7M | 1.55% | +2,273+3.2% | Added |
| Trexquant Investment LP | 73,173 | $10.8M | 0.31% | −35,192−32.5% | Reduced |
| Xponance, Inc. | 73,487 | $10.9M | 0.18% | +3,152+4.5% | Added |
| Taurus Asset Management, LLC | 73,518 | $10.9M | 1.38% | −26,881−26.8% | Reduced |
| Torray LLC | 73,712 | $10.9M | 1.96% | +80+0.1% | Added |
| Wesleyan Assurance Society | 75,000 | $11.1M | 1.36% | 00.0% | Unchanged |
| Whittier Trust Co | 75,120 | $11.1M | 0.22% | +99+0.1% | Added |
| Investment Management of Virginia LLC | 75,432 | $11.1M | 2.18% | −270−0.4% | Reduced |
| Founders Capital Management, LLC | 75,493 | $11.2M | 3.00% | +138+0.2% | Added |
| GMT Capital Corp | 76,600 | $11.3M | 0.52% | +76,600 | New |
| Illinois Municipal Retirement Fund | 77,138 | $11.4M | 0.26% | +6,075+8.5% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 77,958 | $11.5M | 0.95% | 00.0% | Unchanged |
| Baxter Bros Inc | 78,388 | $11.6M | 1.90% | +982+1.3% | Added |
| SG Americas Securities, LLC | 78,549 | $11.6M | 0.17% | −62,495−44.3% | Reduced |
| Clifford Capital Partners LLC | 79,315 | $11.7M | 3.56% | +18,088+29.5% | Added |
| Mercer Global Advisors Inc | 79,746 | $11.8M | 0.06% | +12,156+18.0% | Added |
| Narwhal Capital Management | 79,813 | $11.8M | 1.57% | −2,362−2.9% | Reduced |
| Cookson Peirce & Co Inc | 81,316 | $12.0M | 0.78% | −16,936−17.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 83,410 | $12.3M | 0.81% | −1,230−1.5% | Reduced |
| Texas Permanent School Fund | 84,934 | $12.5M | 0.19% | +66+0.1% | Added |
| Connors Investor Services Inc | 85,196 | $12.6M | 1.57% | −437−0.5% | Reduced |
| Mutual of America Capital Management LLC | 85,411 | $12.6M | 0.16% | +2,348+2.8% | Added |
| Comerica Bank | 83,797 | $12.9M | 0.10% | −376−0.4% | Reduced |
| Avalon Investment & Advisory | 87,676 | $13.0M | 0.37% | −87,188−49.9% | Reduced |
| Ossiam | 88,462 | $13.1M | 0.34% | +43,294+95.9% | Added |
| Cantor Fitzgerald, L. P. | 88,854 | $13.1M | 0.28% | −105,846−54.4% | Reduced |
| Welch & Forbes LLC | 90,631 | $13.4M | 0.24% | +243+0.3% | Added |
| Great West Life Assurance Co | 91,614 | $13.6M | 0.04% | −3,276−3.5% | Reduced |
| MAI Capital Management | 92,779 | $13.7M | 0.23% | −19,753−17.6% | Reduced |
| New York Life Investment Management LLC | 93,723 | $13.8M | 0.16% | −339−0.4% | Reduced |
| Chesley Taft & Associates LLC | 93,854 | $13.9M | 0.95% | +445+0.5% | Added |
| Fiduciary Trust Co | 94,062 | $13.9M | 0.27% | −1,380−1.4% | Reduced |
| Point72 Asset Management, L.P. | 94,316 | $13.9M | 0.05% | +41,847+79.8% | Added |
| Citizens Financial Group Inc | 94,555 | $14.0M | 0.55% | −3,758−3.8% | Reduced |
| Northwest & Ethical Investments L.P. | 95,065 | $14.0M | 0.49% | +25,246+36.2% | Added |
| Crossmark Global Holdings, Inc. | 95,063 | $14.0M | 0.35% | +18,983+25.0% | Added |
| State of Alaska, Department of Revenue | 95,259 | $14.1M | 0.17% | +420+0.4% | Added |
| Vontobel Holding Ltd. | 98,122 | $14.1M | 0.14% | −12,982−11.7% | Reduced |
| Keybank National Association | 96,789 | $14.3M | 0.07% | +11,836+13.9% | Added |
| Bartlett & Co. LLC | 97,763 | $14.4M | 0.29% | +178+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 97,763 | $14.4M | 0.29% | +178+0.2% | Added |
| Yousif Capital Management, LLC | 98,312 | $14.5M | 0.19% | +2,694+2.8% | Added |
| Noesis Capital Mangement Corp | 98,453 | $14.5M | 4.13% | +623+0.6% | Added |
| Morningstar Investment Services LLC | 98,388 | $14.7M | 0.20% | −799−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 100,824 | $14.9M | 0.04% | −120,851−54.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 101,046 | $14.9M | 0.13% | +13,314+15.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 101,563 | $15.0M | 0.21% | −18,000−15.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 103,186 | $15.2M | 0.26% | +3,518+3.5% | Added |
| Cobblestone Capital Advisors LLC | 103,436 | $15.3M | 1.17% | −756−0.7% | Reduced |
| Connectus Wealth, LLC | 103,078 | $15.3M | 0.40% | −104,017−50.2% | Reduced |
| Mariner, LLC | 103,736 | $15.3M | 0.05% | +10,872+11.7% | Added |
| Quilter Plc | 104,117 | $15.4M | 0.51% | +1,552+1.5% | Added |
| Cullinan Associates Inc | 104,255 | $15.4M | 0.85% | −16,961−14.0% | Reduced |
| Brinker Capital Investments, LLC | 104,459 | $15.4M | 0.31% | −4,134−3.8% | Reduced |