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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.

Institutional holdersQ4 2022: 2,008 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ4 2022: $92.3B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2022.

Institutions holding AXP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Halpern Financial, Inc.0$00.00%−33−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−29−100.0%Sold out
Burleson & Company, LLC0$00.00%−8−100.0%Sold out
EdgeRock Capital LLC0$00.00%−2−100.0%Sold out
Eaton Vance Management––––Not filed
Inverness Counsel LLC––––Not filed
Bluestein R H & Co––––Not filed
Dowling & Yahnke LLC––––Not filed
Agf Investments Inc.––––Not filed
SP Asset Management––––Not filed
Covington Capital Management––––Not filed
Regentatlantic Capital LLC––––Not filed
Hightower 6M Holding, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Corient Capital Partners, LLC––––Not filed
Ashfield Capital Partners, LLC––––Not filed
American Portfolios Advisors––––Not filed
Budros, Ruhlin & Roe, Inc.––––Not filed
ACG Wealth––––Not filed
Solidarilty Wealth, LLC––––Not filed
Beaumont Financial Partners, LLC––––Not filed
55I, LLC––––Not filed
Bell Rock Capital LLC––––Not filed
Keebeck Alpha, LP––––Not filed
Doyle Wealth Management––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
WBH Advisory Inc––––Not filed
Jefferies Group LLC––––Not filed
First Farmers & Merchants Bank / Trust––––Not filed
BTR Capital Management Inc––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Maryland Capital Management––––Not filed
Roosevelt Investment Group LLC––––Not filed
Balasa Dinverno & Foltz LLC––––Not filed
LFS Asset Management––––Not filed
Kore Private Wealth LLC––––Not filed
FourThought Financial, LLC––––Not filed
CPWM, LLC––––Not filed
Surevest, LLC––––Not filed
Pacific Center for Financial Services––––Not filed
Strategic Asset Management, LLC––––Not filed