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 |
|---|---|---|---|---|---|
| General Partner, Inc. | 936 | $138.3K | 0.13% | +936 | New |
| Truvestments Capital LLC | 960 | $141.8K | 0.08% | +1+0.1% | Added |
| Key Financial Inc | 1,063 | $143.4K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 973 | $143.8K | 0.04% | +357+58.0% | Added |
| Osterweis Capital Management Inc | 982 | $145.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 988 | $146.0K | 0.06% | −825−45.5% | Reduced |
| Arlington Partners LLC | 997 | $147.3K | 0.02% | +650+187.3% | Added |
| Close Asset Management Ltd | 1,001 | $148.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,025 | $151.4K | 0.13% | −414−28.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,069 | $158.0K | 0.09% | −40−3.6% | Reduced |
| Bank of New Hampshire | 1,075 | $159.0K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,085 | $160.3K | 0.08% | +1,085 | New |
| Concord Wealth Partners | 1,090 | $161.0K | 0.05% | +1,090 | New |
| Global Financial Private Client, LLC | 1,132 | $167.3K | 0.09% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,144 | $169.0K | 0.00% | −114−9.1% | Reduced |
| Valley National Advisers Inc | 1,113 | $171.0K | 0.03% | −65−5.5% | Reduced |
| Atlantic Trust, LLC | 1,194 | $176.0K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,207 | $178.3K | 0.03% | +1,207 | New |
| SRS Capital Advisors, Inc. | 1,220 | $180.2K | 0.02% | +63+5.4% | Added |
| Independence Bank of Kentucky | 1,230 | $182.0K | 0.08% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,237 | $182.7K | 0.10% | +38+3.2% | Added |
| Pittenger & Anderson Inc | 1,250 | $184.7K | 0.01% | +750+150.0% | Added |
| Trifecta Capital Advisors, LLC | 1,277 | $188.7K | 0.08% | +1,277 | New |
| Rosenberg Matthew Hamilton | 1,284 | $189.7K | 0.06% | +52+4.2% | Added |
| JFS Wealth Advisors, LLC | 1,299 | $191.9K | 0.02% | −66−4.8% | Reduced |
| Tortoise Investment Management, LLC | 1,299 | $191.9K | 0.03% | −56−4.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,316 | $194.4K | 0.04% | −55−4.0% | Reduced |
| Viawealth, LLC | 1,331 | $200.2K | 0.16% | +1,331 | New |
| Regal Investment Advisors LLC | 1,358 | $200.7K | 0.02% | −321−19.1% | Reduced |
| Single Point Partners, LLC | 1,363 | $201.0K | 0.05% | +1,363 | New |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $201.0K | 0.12% | +1,357 | New |
| Edge Wealth Management LLC | 1,373 | $201.2K | 0.05% | +1,373 | New |
| Legacy Private Trust Co. | 1,365 | $201.7K | 0.02% | +1,365 | New |
| Sebold Capital Management, Inc. | 1,368 | $202.1K | 0.17% | +1,368 | New |
| Alan B. Lancz & Associates, Inc. | 1,300 | $202.5K | 0.20% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,318 | $202.6K | 0.22% | +1,318 | New |
| Providence Capital Advisors, LLC | 1,377 | $203.5K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 1,380 | $203.9K | 0.03% | +1,380 | New |
| Pacer Advisors, Inc. | 1,380 | $203.9K | 0.00% | +157+12.8% | Added |
| Shulman DeMeo Asset Management LLC | 1,380 | $203.9K | 0.07% | +1,380 | New |
| Semmax Financial Advisors Inc. | 1,325 | $204.0K | 0.08% | −60−4.3% | Reduced |
| FMB Wealth Management | 1,384 | $204.5K | 0.26% | +1,384 | New |
| State of Wyoming | 1,386 | $204.8K | 0.07% | +545+64.8% | Added |
| Acrisure Capital Management, LLC | 1,389 | $205.2K | 0.23% | +1,389 | New |
| NewEdge Wealth, LLC | 1,391 | $205.5K | 0.01% | −463−25.0% | Reduced |
| Convergence Investment Partners, LLC | 1,393 | $205.8K | 0.12% | −102−6.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,397 | $206.4K | 0.15% | +1,397 | New |
| Middleton & Co Inc | 1,400 | $206.8K | 0.03% | +1,400 | New |
| Sherbrooke Park Advisers LLC | 1,400 | $206.8K | 0.15% | +1,400 | New |
| Family Asset Management, LLC | 1,402 | $207.1K | 0.17% | +1,402 | New |
| Terry L. Blaker | 1,404 | $207.4K | 0.02% | −433−23.6% | Reduced |
| Probity Advisors, Inc. | 1,409 | $208.2K | 0.05% | +1,409 | New |
| Eagle Harbor Asset Management Inc | 1,415 | $209.1K | 0.31% | +1,415 | New |
| DFPG Investments, LLC | 1,362 | $209.6K | 0.03% | −948−41.0% | Reduced |
| Centric Wealth Management | 1,420 | $209.8K | 0.11% | +1,420 | New |
| City State Bank | 1,420 | $210.0K | 0.13% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,429 | $211.0K | 0.10% | +1,429 | New |
| Perennial Investment Advisors, LLC | 1,429 | $211.2K | 0.09% | +1,429 | New |
| Fairfield, Bush & Co. | 1,430 | $211.3K | 0.14% | +1,430 | New |
| Balboa Wealth Partners | 1,431 | $211.5K | 0.10% | +1,431 | New |
| Drive Wealth Management, LLC | 1,432 | $211.6K | 0.11% | +1,432 | New |
| CVA Family Office, LLC | 1,440 | $212.8K | 0.05% | +220+18.0% | Added |
| East Coast Asset Management, LLC. | 1,442 | $213.1K | 0.11% | +1,442 | New |
| Roberts Wealth Advisors, LLC | 1,450 | $213.3K | 0.10% | +1,450 | New |
| Motco | 1,445 | $213.5K | 0.02% | −717−33.2% | Reduced |
| Hall Laurie J Trustee | 1,449 | $214.0K | 0.10% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,450 | $214.2K | 0.03% | +1,450 | New |
| Amplius Wealth Advisors, LLC | 1,453 | $214.7K | 0.03% | +1,453 | New |
| Lineweaver Wealth Advisors, LLC | 1,454 | $214.8K | 0.07% | −165−10.2% | Reduced |
| Hantz Financial Services, Inc. | 1,458 | $215.0K | 0.01% | −206−12.4% | Reduced |
| Avestar Capital, LLC | 1,456 | $215.1K | 0.05% | +1,456 | New |
| Davidson Trust Co | 1,458 | $215.4K | 0.19% | +1,458 | New |
| Westover Capital Advisors, LLC | 1,460 | $215.7K | 0.09% | −50−3.3% | Reduced |
| Thrive Wealth Management, LLC | 1,461 | $215.8K | 0.06% | +1,461 | New |
| Stonebridge Capital Management Inc | 1,460 | $216.0K | 0.10% | −1,000−40.7% | Reduced |
| Peterson Wealth Services | 1,464 | $216.3K | 0.12% | +1,464 | New |
| Intrust Bank NA | 1,466 | $216.6K | 0.03% | +1,466 | New |
| Five Oceans Advisors | 1,469 | $217.0K | 0.15% | −137−8.5% | Reduced |
| City Holding Co | 1,481 | $218.8K | 0.04% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,485 | $219.4K | 0.10% | +1,485 | New |
| Delta Asset Management LLC | 1,486 | $219.6K | 0.02% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,492 | $220.0K | 0.10% | +1,492 | New |
| Olistico Wealth, LLC | 1,493 | $220.6K | 0.24% | +1,493 | New |
| Mengis Capital Management, Inc. | 1,500 | $221.0K | 0.05% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,499 | $221.0K | 0.04% | +170+12.8% | Added |
| Bahl & Gaynor Inc | 1,496 | $221.1K | 0.00% | +1,496 | New |
| Wimmer Associates 1, LLC | 1,500 | $221.6K | 0.15% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,500 | $221.6K | 0.09% | −41−2.7% | Reduced |
| Hexagon Capital Partners LLC | 1,502 | $221.9K | 0.06% | −204−12.0% | Reduced |
| Professional Advisory Services Inc | 1,500 | $222.0K | 0.04% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,500 | $222.0K | 0.09% | 00.0% | Unchanged |
| United Bank | 1,505 | $222.4K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,508 | $222.8K | 0.03% | +115+8.3% | Added |
| Northwest Bancshares, Inc. | 1,509 | $223.0K | 0.04% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 1,508 | $223.0K | 0.16% | −1−0.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,483 | $223.0K | 0.28% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,511 | $223.3K | 0.03% | −18−1.2% | Reduced |
| CIC Wealth, LLC | 1,512 | $223.4K | 0.09% | +1,512 | New |
| Hudock, Inc. | 1,516 | $224.0K | 0.08% | −125−7.6% | Reduced |
| West Family Investments, Inc. | 1,518 | $224.3K | 0.08% | +1,518 | New |