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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 2,195 | $324.3K | 0.11% | −81−3.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,203 | $325.0K | 0.08% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $325.0K | 0.02% | +500+29.4% | Added |
| Navellier & Associates Inc | 2,200 | $325.1K | 0.07% | +100+4.8% | Added |
| Sunburst Financial Group, LLC | 2,212 | $326.8K | 0.13% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,213 | $327.0K | 0.02% | −15−0.7% | Reduced |
| Blueprint Investment Partners LLC | 2,218 | $327.7K | 0.07% | +2,218 | New |
| Aberdeen Wealth Management LLC | 2,221 | $328.2K | 0.25% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,240 | $331.0K | 0.21% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,243 | $331.0K | 0.02% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,246 | $331.8K | 0.15% | −13−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 2,250 | $332.0K | 0.00% | −228−9.2% | Reduced |
| Silverlake Wealth Management LLC | 2,257 | $333.5K | 0.21% | +77+3.5% | Added |
| All Terrain Financial Advisors, LLC | 2,259 | $333.8K | 0.17% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,260 | $334.0K | 0.20% | 00.0% | Unchanged |
| Essex Savings Bank | 2,264 | $334.5K | 0.12% | +18+0.8% | Added |
| Princeton Global Asset Management LLC | 2,267 | $335.0K | 0.11% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,275 | $336.1K | 0.06% | −37−1.6% | Reduced |
| Marino, Stram & Associates LLC | 2,276 | $336.3K | 0.11% | −48−2.1% | Reduced |
| Geller Advisors LLC | 2,277 | $336.5K | 0.06% | +10+0.4% | Added |
| Contravisory Investment Management, Inc. | 2,282 | $337.2K | 0.09% | +293+14.7% | Added |
| Benedetti & Gucer, Inc. | 2,288 | $338.0K | 0.25% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,292 | $338.6K | 0.40% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,294 | $339.0K | 0.09% | −2−0.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,294 | $339.1K | 0.40% | +10.0% | Added |
| Wealthcare Advisory Partners LLC | 2,299 | $339.7K | 0.02% | +364+18.8% | Added |
| Mechanics Bank Trust Department | 2,300 | $339.8K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,300 | $339.8K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $339.8K | 0.24% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,300 | $339.8K | 0.13% | +100+4.5% | Added |
| Covenant Asset Management, LLC | 2,300 | $339.8K | 0.12% | +2,300 | New |
| Security National Bank of So Dak | 2,300 | $340.0K | 0.25% | +800+53.3% | Added |
| Bangor Savings Bank | 2,308 | $341.0K | 0.04% | −159−6.4% | Reduced |
| Cadent Capital Advisors, LLC | 2,312 | $341.5K | 0.20% | +2+0.1% | Added |
| Round Hill Asset Management | 2,317 | $342.3K | 0.21% | −205−8.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,322 | $343.0K | 0.02% | −171−6.9% | Reduced |
| BNC Wealth Management, LLC | 2,323 | $343.2K | 0.20% | −4,539−66.1% | Reduced |
| Patten Group, Inc. | 2,330 | $344.3K | 0.11% | 00.0% | Unchanged |
| Charter Trust Co | 2,335 | $345.0K | 0.03% | +125+5.7% | Added |
| Guardian Wealth Advisors, LLC | 2,345 | $346.5K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,351 | $347.4K | 0.05% | +1,209+105.9% | Added |
| Midwest Professional Planners, LTD. | 2,361 | $348.8K | 0.19% | +243+11.5% | Added |
| Westbourne Investment Advisors, Inc. | 2,388 | $353.0K | 0.18% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,390 | $353.1K | 0.20% | +700+41.4% | Added |
| REDW Wealth LLC | 2,393 | $353.6K | 0.12% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,397 | $354.2K | 0.05% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $355.5K | 0.07% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $356.1K | 0.14% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,415 | $356.8K | 0.18% | +66+2.8% | Added |
| Versor Investments LP | 2,419 | $357.4K | 0.03% | −5,790−70.5% | Reduced |
| Confluence Investment Management LLC | 2,421 | $358.0K | 0.01% | +21+0.9% | Added |
| Tobam | 2,430 | $359.0K | 0.02% | −151−5.9% | Reduced |
| Integrated Advisors Network LLC | 2,432 | $359.4K | 0.02% | +53+2.2% | Added |
| Quent Capital, LLC | 2,436 | $360.0K | 0.07% | +1,212+99.0% | Added |
| Clear Street Markets LLC | 2,435 | $360.0K | 0.07% | −3,854−61.3% | Reduced |
| Means Investment Co., Inc. | 2,439 | $360.3K | 0.07% | −19−0.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $360.4K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,449 | $361.8K | 0.19% | +144+6.2% | Added |
| Spire Wealth Management | 2,448 | $362.0K | 0.02% | +770+45.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,456 | $362.9K | 0.08% | +30+1.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $363.0K | 0.50% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,465 | $364.2K | 0.09% | −13−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 2,473 | $365.4K | 0.05% | +28+1.1% | Added |
| First Capital Advisors Group, LLC. | 2,477 | $366.0K | 0.25% | −89−3.5% | Reduced |
| Sippican Capital Advisors | 2,478 | $366.0K | 0.35% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,488 | $367.6K | 0.23% | +10+0.4% | Added |
| Addison Capital Co | 2,494 | $368.0K | 0.23% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,500 | $369.0K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,500 | $369.4K | 0.03% | −914−26.8% | Reduced |
| Atticus Wealth Management, LLC | 2,500 | $369.4K | 0.15% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,500 | $369.4K | 0.21% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $369.4K | 0.29% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,506 | $370.3K | 0.12% | +25+1.0% | Added |
| Palogic Value Management, L.P. | 2,506 | $370.3K | 0.19% | +2,506 | New |
| Strategic Blueprint, LLC | 2,509 | $370.6K | 0.04% | −49−1.9% | Reduced |
| Lebenthal Global Advisors, LLC | 2,509 | $370.7K | 0.12% | +2,509 | New |
| Voya Financial Advisors, Inc. | 2,535 | $373.5K | 0.05% | −196−7.2% | Reduced |
| Keating Investment Counselors Inc | 2,530 | $373.8K | 0.15% | +2,530 | New |
| Zhang Financial LLC | 2,534 | $374.3K | 0.05% | +305+13.7% | Added |
| Duncker Streett & Co Inc | 2,550 | $376.8K | 0.09% | 00.0% | Unchanged |
| Solitude Financial Services | 2,560 | $378.2K | 0.26% | +30+1.2% | Added |
| Traphagen Investment Advisors LLC | 2,568 | $379.5K | 0.06% | +1,508+142.3% | Added |
| Global Trust Asset Management, LLC | 2,579 | $381.0K | 0.19% | +863+50.3% | Added |
| CBOE Vest Financial, LLC | 2,593 | $383.1K | 0.06% | +2,593 | New |
| Diversified, LLC | 2,596 | $383.5K | 0.15% | +2,596 | New |
| Webster Bank, N. A. | 2,598 | $384.0K | 0.05% | 00.0% | Unchanged |
| G&S Capital LLC | 2,600 | $384.1K | 0.17% | −16,944−86.7% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $384.1K | 0.12% | −125−4.6% | Reduced |
| LGT Fund Management Co Ltd. | 2,600 | $384.1K | 0.17% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,601 | $384.3K | 0.36% | −180−6.5% | Reduced |
| Krilogy Financial LLC | 2,609 | $385.5K | 0.04% | −10.0% | Reduced |
| Paragon Capital Management Ltd | 2,612 | $385.9K | 0.10% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,621 | $387.3K | 0.17% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 2,625 | $387.9K | 0.09% | +100+4.0% | Added |
| My Legacy Advisors, LLC | 2,178 | $389.6K | 0.17% | +61+2.9% | Added |
| TCWP LLC | 2,647 | $391.1K | 0.08% | +910+52.4% | Added |
| SPC Financial, Inc. | 2,662 | $393.3K | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,667 | $394.0K | 0.09% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,673 | $395.0K | 0.01% | −675−20.2% | Reduced |
| Kozak & Associates, Inc. | 2,673 | $395.0K | 0.20% | +7+0.3% | Added |