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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 1,520 | $224.6K | 0.01% | +1,520 | New |
| Lafayette Investments, Inc. | 1,524 | $225.2K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,533 | $226.5K | 0.16% | +12+0.8% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $226.6K | 0.23% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,534 | $226.6K | 0.07% | +1,534 | New |
| Annex Advisory Services, LLC | 1,539 | $227.4K | 0.01% | −198−11.4% | Reduced |
| Foster & Motley Inc | 1,548 | $229.0K | 0.02% | +1,548 | New |
| Kelman-Lazarov, Inc. | 1,550 | $229.0K | 0.06% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,526 | $229.5K | 0.06% | +49+3.3% | Added |
| Proficio Capital Partners LLC | 1,549 | $229.7K | 0.04% | +43+2.9% | Added |
| Great Diamond Partners, LLC | 1,555 | $229.8K | 0.07% | +12+0.8% | Added |
| Reliant Investment Management, LLC | 1,556 | $229.9K | 0.14% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,556 | $229.9K | 0.03% | +1,556 | New |
| Stanley-Laman Group, Ltd. | 1,558 | $230.2K | 0.04% | +1,558 | New |
| Forte Capital LLC | 1,563 | $230.9K | 0.04% | +48+3.2% | Added |
| Legacy Financial Strategies, LLC | 1,566 | $231.4K | 0.10% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 1,568 | $231.8K | 0.07% | +1,568 | New |
| Heritage Investment Group, Inc. | 1,572 | $232.0K | 0.07% | −498−24.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $232.1K | 0.03% | +1,571 | New |
| Capital Asset Advisory Services LLC | 1,571 | $232.7K | 0.02% | −23−1.4% | Reduced |
| Bridgewater Associates, LP | 1,575 | $232.7K | 0.00% | +1,575 | New |
| FourThought Financial Partners, LLC | 1,577 | $233.0K | 0.03% | +1,577 | New |
| Elevated Capital Advisors, LLC | 1,580 | $233.5K | 0.09% | −4−0.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,582 | $233.7K | 0.10% | +3+0.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,594 | $234.2K | 0.11% | +15+0.9% | Added |
| MBA Advisors LLC | 1,587 | $234.5K | 0.15% | +1,587 | New |
| Independent Solutions Wealth Management, LLC | 1,590 | $234.9K | 0.07% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,592 | $235.2K | 0.03% | +1,592 | New |
| Kapstone Financial Advisors LLC | 1,359 | $235.3K | 0.21% | +1,359 | New |
| Baker Boyer National Bank | 1,593 | $235.4K | 0.10% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,594 | $235.5K | 0.12% | −736−31.6% | Reduced |
| Alta Advisers Ltd | 1,600 | $236.0K | 0.14% | 00.0% | Unchanged |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,600 | $236.3K | 0.01% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $236.4K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $236.4K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,600 | $236.4K | 0.02% | +34+2.2% | Added |
| Advisory Alpha, LLC | 1,606 | $237.3K | 0.02% | −180−10.1% | Reduced |
| Acorn Wealth Advisors, LLC | 1,610 | $238.0K | 0.18% | +24+1.5% | Added |
| Windsor Group LTD | 1,590 | $239.0K | 0.05% | +4+0.3% | Added |
| Rockbridge Investment Management, LCC | 1,624 | $239.9K | 0.05% | +1,624 | New |
| Howe & Rusling Inc | 1,630 | $240.8K | 0.03% | −6−0.4% | Reduced |
| First Business Financial Services, Inc. | 1,630 | $241.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,635 | $241.6K | 0.03% | −700−30.0% | Reduced |
| Schubert & Co | 1,637 | $241.9K | 0.22% | +17+1.0% | Added |
| Lindbrook Capital, LLC | 1,643 | $242.8K | 0.03% | +405+32.7% | Added |
| Hemington Wealth Management | 1,658 | $244.0K | 0.10% | +29+1.8% | Added |
| Oxbow Advisors, LLC | 1,653 | $244.2K | 0.05% | −25−1.5% | Reduced |
| Flagship Private Wealth, LLC | 1,654 | $244.4K | 0.23% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,654 | $244.4K | 0.02% | +1,654 | New |
| Virtue Capital Management, LLC | 1,655 | $244.5K | 0.04% | −34−2.0% | Reduced |
| Eagle Bay Advisors LLC | 1,661 | $245.4K | 0.14% | −130−7.3% | Reduced |
| Blume Capital Management, Inc. | 1,663 | $245.7K | 0.08% | −300−15.3% | Reduced |
| Paul Damon & Associates, Inc. | 1,669 | $246.6K | 0.20% | +1,669 | New |
| NFP Retirement, Inc. | 1,671 | $246.8K | 0.05% | +1+0.1% | Added |
| Blue Fin Capital, Inc. | 1,674 | $247.3K | 0.09% | −13−0.8% | Reduced |
| Michael B. Yongue | 1,675 | $247.5K | 0.23% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,675 | $247.5K | 0.04% | +100+6.3% | Added |
| Brandywine Oak Private Wealth LLC | 1,676 | $247.7K | 0.03% | −287−14.6% | Reduced |
| Davis R M Inc | 1,676 | $248.0K | 0.01% | −610−26.7% | Reduced |
| IMPACTfolio, LLC | 1,682 | $249.0K | 0.23% | +25+1.5% | Added |
| Monticello Wealth Management, LLC | 1,686 | $249.0K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,688 | $249.4K | 0.04% | −188−10.0% | Reduced |
| Axq Capital, LP | 1,692 | $250.0K | 0.17% | +1,692 | New |
| Sittner & Nelson, LLC | 1,693 | $250.2K | 0.15% | +2+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,699 | $251.0K | 0.29% | −22−1.3% | Reduced |
| Rede Wealth, LLC | 1,699 | $251.0K | 0.14% | −453−21.1% | Reduced |
| Fagan Associates, Inc. | 1,700 | $251.2K | 0.07% | −25−1.4% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $251.2K | 0.01% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,700 | $251.2K | 0.07% | +1,700 | New |
| Aire Advisors, LLC | 1,699 | $251.2K | 0.08% | −148−8.0% | Reduced |
| Princeton Capital Management LLC | 1,701 | $251.3K | 0.11% | +1,701 | New |
| Integrated Investment Consultants, LLC | 1,701 | $251.3K | 0.08% | −782−31.5% | Reduced |
| Provence Wealth Management Group | 1,702 | $251.5K | 0.21% | +1,702 | New |
| L2 Asset Management, LLC | 1,709 | $252.5K | 0.16% | +202+13.4% | Added |
| Private Portfolio Partners LLC | 1,719 | $253.9K | 0.07% | +4+0.2% | Added |
| Jackson Wealth Management, LLC | 1,719 | $254.0K | 0.09% | −1,263−42.4% | Reduced |
| Investors Research Corp | 1,725 | $254.9K | 0.07% | −3−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,736 | $256.5K | 0.17% | +154+9.7% | Added |
| Buckley Wealth Management, LLC | 1,743 | $257.5K | 0.09% | −2−0.1% | Reduced |
| First Financial Bank - Trust Division | 1,742 | $258.0K | 0.03% | −1,137−39.5% | Reduced |
| Patton Albertson Miller Group, LLC | 1,748 | $258.3K | 0.05% | −202−10.4% | Reduced |
| Kenfarb & Co. | 1,750 | $258.6K | 0.23% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,750 | $258.6K | 0.05% | +200+12.9% | Added |
| LCNB Corp | 1,757 | $259.6K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,758 | $259.8K | 0.04% | +134+8.3% | Added |
| Sterling Investment Advisors, Ltd. | 1,759 | $259.9K | 0.09% | +59+3.5% | Added |
| LMCG Investments, LLC | 1,761 | $260.2K | 0.02% | −14−0.8% | Reduced |
| Windsor Capital Management, LLC | 1,761 | $260.2K | 0.09% | −128−6.8% | Reduced |
| Wealthquest Corp | 1,762 | $260.3K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,763 | $260.5K | 0.07% | +1,763 | New |
| Hohimer Wealth Management, LLC | 1,771 | $261.7K | 0.08% | +1,771 | New |
| StoneX Group Inc. | 1,765 | $261.8K | 0.03% | +110+6.6% | Added |
| Benjamin Edwards Inc | 1,775 | $262.0K | 0.07% | +232+15.0% | Added |
| HCR Wealth Advisors | 1,775 | $262.3K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,776 | $262.3K | 0.06% | +277+18.5% | Added |
| BTC Capital Management, Inc. | 1,776 | $262.4K | 0.03% | +225+14.5% | Added |
| Comerica Securities,inc. | 1,779 | $262.8K | 0.02% | −23−1.3% | Reduced |
| KC Investment Advisors, LLC | 1,781 | $263.0K | 0.25% | −460−20.5% | Reduced |
| Parsons Capital Management Inc | 1,787 | $264.1K | 0.02% | −31−1.7% | Reduced |
| Callan Family Office, LLC | 1,788 | $264.2K | 0.09% | +1,788 | New |