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 |
|---|---|---|---|---|---|
| DecisionPoint Financial, LLC | 275 | $40.6K | 0.02% | +275 | New |
| TCG Advisory Services, LLC | 276 | $40.9K | 0.02% | +276 | New |
| CKW Financial Group | 275 | $41.0K | 0.01% | −75−21.4% | Reduced |
| Vestor Capital, LLC | 294 | $43.0K | 0.01% | +294 | New |
| Earnest Partners LLC | 293 | $43.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $44.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 299 | $44.2K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 299 | $44.2K | 0.03% | +299 | New |
| Larson Financial Group LLC | 302 | $44.7K | 0.01% | −349−53.6% | Reduced |
| Goodwin Investment Advisory | 315 | $46.5K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 347 | $51.3K | 0.01% | +123+54.9% | Added |
| Highlander Capital Management, LLC | 350 | $52.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $53.0K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 361 | $53.3K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 364 | $53.8K | 0.01% | −8−2.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 370 | $54.7K | 0.03% | +370 | New |
| Coastal Capital Group, Inc. | 407 | $54.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 370 | $55.0K | 0.02% | −50−11.9% | Reduced |
| West Paces Advisors Inc. | 392 | $57.9K | 0.02% | −29−6.9% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $58.4K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 400 | $59.0K | 0.02% | +2+0.5% | Added |
| Boit C F David | 400 | $59.1K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $59.1K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,040 | $61.0K | 0.01% | +887+579.7% | Added |
| Hollencrest Capital Management | 418 | $61.8K | 0.01% | +418 | New |
| Financial Freedom, LLC | 440 | $65.0K | 0.04% | +440 | New |
| Riverview Trust Co | 450 | $66.0K | 0.06% | −142−24.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 450 | $66.5K | 0.03% | −100−18.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 451 | $66.6K | 0.04% | +451 | New |
| Horan Securities, Inc. | 462 | $68.3K | 0.04% | +458+11,450.0% | Added |
| Register Financial Advisors LLC | 463 | $68.4K | 0.04% | +463 | New |
| JCIC Asset Management Inc. | 470 | $69.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 468 | $69.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 462 | $69.0K | 0.06% | +66+16.7% | Added |
| C M Bidwell & Associates Ltd | 480 | $70.9K | 0.06% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 483 | $71.4K | 0.02% | +483 | New |
| PrairieView Partners, LLC | 500 | $73.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 494 | $73.0K | 0.03% | −1−0.2% | Reduced |
| Sageworth Trust Co | 500 | $74.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 506 | $74.8K | 0.08% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 515 | $76.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 514 | $76.0K | 0.01% | +1+0.2% | Added |
| Canton Hathaway, LLC | 530 | $78.0K | 0.03% | −1,000−65.4% | Reduced |
| Heritage Wealth Management, LLC | 530 | $78.3K | 0.01% | +297+127.5% | Added |
| Slocum, Gordon & Co LLP | 533 | $78.8K | 0.05% | +533 | New |
| Core Wealth Advisors, Inc. | 541 | $79.9K | 0.03% | +44+8.9% | Added |
| Core Alternative Capital | 546 | $80.7K | 0.01% | +76+16.2% | Added |
| Farther Finance Advisors, LLC | 548 | $80.9K | 0.03% | +548 | New |
| Westchester Capital Management, Inc. | 560 | $82.7K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 561 | $82.9K | 0.04% | −51−8.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 562 | $83.0K | 0.01% | +59+11.7% | Added |
| Beaird Harris Wealth Management, LLC | 564 | $83.3K | 0.02% | +84+17.5% | Added |
| American State Bank (Iowa) | 570 | $84.2K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 588 | $86.9K | 0.07% | 00.0% | Unchanged |
| TFC Financial Management | 591 | $87.3K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 591 | $87.3K | 0.04% | +46+8.4% | Added |
| Lee Financial Co | 593 | $87.6K | 0.01% | +43+7.8% | Added |
| Nomura Holdings Inc | 598 | $88.0K | 0.00% | −73,992−99.2% | Reduced |
| Financial Management Professionals, Inc. | 618 | $91.0K | 0.02% | −548−47.0% | Reduced |
| Avion Wealth | 687 | $92.0K | 0.03% | 00.0% | Unchanged |
| Savior LLC | 624 | $92.2K | 0.08% | 00.0% | Unchanged |
| Norway Savings Bank | 628 | $92.8K | 0.05% | 00.0% | Unchanged |
| Rock Creek Group, LP | 638 | $94.3K | 0.01% | +87+15.8% | Added |
| Ten Capital Wealth Advisors, LLC | 653 | $96.5K | 0.04% | +443+211.0% | Added |
| Versant Capital Management, Inc | 659 | $97.4K | 0.04% | −5−0.8% | Reduced |
| Logan Capital Management Inc | 665 | $98.3K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 675 | $99.7K | 0.03% | +675 | New |
| Zions Bancorporation, N.A. | 685 | $101.2K | 0.01% | +82+13.6% | Added |
| Endurance Wealth Management, Inc. | 688 | $102.0K | 0.02% | −50−6.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $102.0K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 711 | $105.0K | 0.03% | +711 | New |
| Pathway Financial Advisers, LLC | 715 | $105.6K | 0.04% | +715 | New |
| Prestige Wealth Management Group LLC | 717 | $105.9K | 0.03% | +46+6.9% | Added |
| BerganKDV Wealth Management, LLC | 720 | $106.4K | 0.01% | −5−0.7% | Reduced |
| First Community Trust NA | 747 | $110.0K | 0.13% | 00.0% | Unchanged |
| Archer Investment Corp | 750 | $110.8K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 768 | $113.5K | 0.01% | −3,410−81.6% | Reduced |
| Resurgent Financial Advisors LLC | 778 | $115.0K | 0.06% | +778 | New |
| Glassy Mountain Advisors, Inc. | 792 | $117.0K | 0.06% | +792 | New |
| MRP Capital Investments, LLC | 800 | $118.2K | 0.13% | +800 | New |
| 1832 Asset Management L.P. | 803 | $118.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 805 | $119.0K | 0.00% | −4,475−84.8% | Reduced |
| Mascoma Wealth Management LLC | 809 | $119.5K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 809 | $119.6K | 0.06% | −705−46.6% | Reduced |
| ICA Group Wealth Management, LLC | 811 | $119.8K | 0.03% | +811 | New |
| Romano Brothers and Company | 812 | $120.0K | 0.02% | +812 | New |
| Sycomore Asset Management | 816 | $120.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 814 | $120.3K | 0.03% | −2,651−76.5% | Reduced |
| Ancora Advisors, LLC | 819 | $121.0K | 0.00% | −2−0.2% | Reduced |
| Kelly Financial Services LLC | 820 | $121.1K | 0.06% | +5+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $124.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 865 | $127.8K | 0.09% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 870 | $128.0K | 0.10% | +536+160.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 879 | $130.0K | 0.00% | −151−14.7% | Reduced |
| Accurate Wealth Management, LLC | 865 | $131.5K | 0.05% | +865 | New |
| CNB Bank | 898 | $132.7K | 0.08% | −65−6.7% | Reduced |
| Orion Capital Management LLC | 899 | $132.8K | 0.10% | 00.0% | Unchanged |
| Madden Securities Corp | 900 | $133.0K | 0.07% | +900 | New |
| LeJeune Puetz Investment Counsel LLC | 915 | $135.2K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 922 | $136.2K | 0.08% | +127+16.0% | Added |