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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 16,488,613 | $2.44B | 0.35% | +401,292+2.5% | Added |
| Wellington Management Group LLP | 21,818,034 | $3.22B | 0.65% | −1,866,960−7.9% | Reduced |
| State Street Corp | 31,332,125 | $4.63B | 0.27% | +4,7680.0% | Added |
| BlackRock Inc. | 45,476,476 | $6.72B | 0.21% | +922,815+2.1% | Added |
| Vanguard Group Inc | 47,283,954 | $6.99B | 0.19% | +262,539+0.6% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $22.4B | 7.49% | 00.0% | Unchanged |
| Independent Advisor Alliance | 29,972 | – | – | +3,819+14.6% | Added |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Natixis | 0 | $0 | 0.00% | −330,497−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −226,000−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −204,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −132,191−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −123,457−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −95,789−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −78,838−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −76,008−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −62,250−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −52,066−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −48,888−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −47,814−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −35,419−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −29,261−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,122−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,278−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −16,163−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −10,938−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −9,254−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −9,216−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −7,540−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,071−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,655−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −5,587−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −2,969−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Port Capital LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Highland Private Wealth Management | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Tortoise Index Solutions, LLC | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Corrigan Financial, Inc. | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| FAI Wealth Management | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| America First Investment Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −40−100.0% | Sold out |