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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 1,800 | $265.9K | 0.03% | −4,737−72.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,801 | $266.0K | 0.01% | +144+8.7% | Added |
| Northside Capital Management, LLC | 1,805 | $266.7K | 0.08% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,815 | $268.2K | 0.06% | −20−1.1% | Reduced |
| Arista Wealth Management, LLC | 1,835 | $271.1K | 0.17% | +1,835 | New |
| Core Wealth Partners LLC | 3,035 | $271.4K | 0.34% | +3,035 | New |
| Ridgecrest Wealth Partners, LLC | 1,846 | $272.7K | 0.21% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,752 | $273.1K | 0.06% | +101+6.1% | Added |
| Smith, Moore & Co. | 1,851 | $273.5K | 0.04% | +253+15.8% | Added |
| Thompson Investment Management, Inc. | 1,856 | $274.0K | 0.05% | −1,362−42.3% | Reduced |
| Fairbanks Capital Management, Inc. | 1,856 | $274.2K | 0.24% | −25−1.3% | Reduced |
| Rebalance, LLC | 1,858 | $274.5K | 0.03% | +1,858 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,862 | $275.1K | 0.03% | −80−4.1% | Reduced |
| Washington Capital Management Inc | 1,862 | $275.1K | 0.25% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,865 | $275.6K | 0.04% | +23+1.2% | Added |
| Founders Financial Alliance, LLC | 1,868 | $276.1K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 1,875 | $277.0K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,875 | $277.0K | 0.15% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,875 | $277.0K | 0.09% | +1,875 | New |
| Forza Wealth Management, LLC | 1,878 | $277.5K | 0.18% | +1,878 | New |
| West Branch Capital LLC | 1,884 | $278.4K | 0.17% | +1,000+113.1% | Added |
| Signature Wealth Management Partners, LLC | 1,896 | $280.1K | 0.28% | 00.0% | Unchanged |
| Financial Architects, Inc | 1,899 | $280.6K | 0.05% | +336+21.5% | Added |
| Barton Investment Management | 1,900 | $280.7K | 0.06% | −1,460−43.5% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $281.0K | 0.21% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,858 | $281.7K | 0.20% | +1,858 | New |
| Tillman Hartley LLC | 1,908 | $281.9K | 0.12% | +1,908 | New |
| Relyea Zuckerberg Hanson LLC | 1,909 | $282.1K | 0.08% | +1,909 | New |
| Terra Nova Asset Management LLC | 1,912 | $282.6K | 0.30% | −129−6.3% | Reduced |
| Aua Capital Management, LLC | 1,915 | $282.9K | 0.19% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,927 | $284.7K | 0.02% | +184+10.6% | Added |
| Howland Capital Management LLC | 1,930 | $285.2K | 0.02% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $285.5K | 0.17% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,940 | $286.6K | 0.08% | −300−13.4% | Reduced |
| Allen Investment Management LLC | 1,941 | $286.8K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,946 | $287.5K | 0.25% | +202+11.6% | Added |
| Keystone Financial Services | 1,645 | $287.8K | 0.15% | +32+2.0% | Added |
| Lake Street Financial LLC | 1,958 | $289.3K | 0.06% | −518−20.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $290.0K | 0.25% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,963 | $290.0K | 0.01% | −95−4.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,971 | $291.2K | 0.01% | +1,971 | New |
| First National Bank | 1,978 | $292.3K | 0.25% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,983 | $293.0K | 0.02% | −427−17.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,993 | $294.0K | 0.05% | +34+1.7% | Added |
| Moody Lynn & Lieberson, LLC | 2,000 | $295.0K | 0.03% | −14−0.7% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $295.0K | 0.29% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,000 | $295.5K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $295.5K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $295.5K | 0.45% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,002 | $295.8K | 0.02% | +29+1.5% | Added |
| Winton Group Ltd | 2,003 | $295.9K | 0.02% | −4,412−68.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $296.0K | 0.21% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,007 | $296.5K | 0.55% | −1,526−43.2% | Reduced |
| Cypress Capital Group | 2,010 | $297.0K | 0.04% | −29−1.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,015 | $297.6K | 0.03% | +49+2.5% | Added |
| Astoria Portfolio Advisors LLC. | 1,964 | $297.8K | 0.14% | +125+6.8% | Added |
| Allred Capital Management, LLC | 2,020 | $298.5K | 0.16% | +251+14.2% | Added |
| RMR Wealth Builders | 2,023 | $298.9K | 0.07% | +374+22.7% | Added |
| BDO Wealth Advisors, LLC | 2,029 | $299.8K | 0.04% | −58−2.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,030 | $299.9K | 0.09% | +4+0.2% | Added |
| Central Bank & Trust Co | 2,032 | $300.2K | 0.06% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,032 | $300.2K | 0.16% | +154+8.2% | Added |
| Stonebridge Capital Advisors LLC | 2,035 | $300.7K | 0.04% | +152+8.1% | Added |
| Keudell/Morrison Wealth Management | 2,039 | $301.3K | 0.10% | 00.0% | Unchanged |
| Thomasville National Bank | 2,044 | $302.0K | 0.03% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $302.9K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,050 | $302.9K | 0.02% | −183−8.2% | Reduced |
| Mechanics Financial Corp | 2,050 | $303.0K | 0.18% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,048 | $303.0K | 0.11% | +42+2.1% | Added |
| Pacitti Group Inc. | 2,053 | $303.3K | 0.24% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,060 | $304.4K | 0.13% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,064 | $304.9K | 0.05% | +13+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 2,070 | $305.8K | 0.01% | +115+5.9% | Added |
| Physicians Financial Services, Inc. | 2,070 | $306.0K | 0.14% | +50+2.5% | Added |
| Toth Financial Advisory Corp | 2,080 | $307.3K | 0.05% | −77−3.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,085 | $308.1K | 0.13% | −27−1.3% | Reduced |
| Columbia Trust Co 01012016 | 2,090 | $308.8K | 0.17% | −175−7.7% | Reduced |
| 9258 Wealth Management, LLC | 2,091 | $309.0K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,092 | $309.0K | 0.02% | +2,092 | New |
| Harbor Investment Advisory, LLC | 2,095 | $309.5K | 0.05% | +23+1.1% | Added |
| Tiemann Investment Advisors, LLC | 2,104 | $310.9K | 0.18% | −50−2.3% | Reduced |
| HC Advisors, LLC | 2,109 | $311.7K | 0.21% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,111 | $311.9K | 0.04% | +3+0.1% | Added |
| Chapin Davis, Inc. | 2,117 | $312.8K | 0.18% | +2,117 | New |
| Yarbrough Capital, LLC | 2,132 | $315.0K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,139 | $316.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,139 | $316.0K | 0.06% | −363−14.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,141 | $316.4K | 0.03% | +32+1.5% | Added |
| FinTrust Capital Advisors, LLC | 2,147 | $317.1K | 0.08% | +199+10.2% | Added |
| Greylin Investment Mangement Inc | 2,150 | $317.7K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,155 | $318.4K | 0.13% | −6,181−74.1% | Reduced |
| Avantax Planning Partners, Inc. | 2,168 | $320.3K | 0.01% | +151+7.5% | Added |
| Resolute Financial, LLC | 2,168 | $320.3K | 0.27% | +300+16.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,172 | $320.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,177 | $321.7K | 0.06% | +151+7.5% | Added |
| Rossmore Private Capital | 2,179 | $321.9K | 0.05% | +240+12.4% | Added |
| Richard W. Paul & Associates, LLC | 2,184 | $322.6K | 0.16% | +2,184 | New |
| Procyon Private Wealth Partners, LLC | 2,189 | $323.4K | 0.06% | −31−1.4% | Reduced |
| Next Level Private LLC | 2,151 | $323.5K | 0.24% | 00.0% | Unchanged |
| First Personal Financial Services | 2,194 | $324.2K | 0.09% | −500−18.6% | Reduced |