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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 2,675 | $395.2K | 0.02% | −20,300−88.4% | Reduced |
| Triangle Securities Wealth Management | 2,676 | $395.4K | 0.14% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,681 | $396.1K | 0.26% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,689 | $397.0K | 0.06% | +7+0.3% | Added |
| Texas Yale Capital Corp. | 2,690 | $397.4K | 0.02% | −120−4.3% | Reduced |
| First Citizens Bank & Trust Co | 2,698 | $398.0K | 0.01% | −2,619−49.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,698 | $398.0K | 0.22% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,694 | $398.0K | 0.38% | −15−0.6% | Reduced |
| Monetary Management Group Inc | 2,700 | $398.9K | 0.12% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,705 | $399.7K | 0.03% | −3,350−55.3% | Reduced |
| Pendal Group Limited | 2,716 | $401.3K | 0.00% | −2,237−45.2% | Reduced |
| McLean Asset Management Corp | 2,718 | $401.6K | 0.14% | +48+1.8% | Added |
| Laidlaw Wealth Management LLC | 2,725 | $402.6K | 0.09% | +2+0.1% | Added |
| North Star Investment Management Corp. | 2,729 | $403.3K | 0.04% | +40+1.5% | Added |
| V Wealth Advisors LLC | 2,730 | $403.3K | 0.08% | +440+19.2% | Added |
| Capital Analysts, LLC | 2,731 | $404.0K | 0.02% | −35−1.3% | Reduced |
| Marcum Wealth, LLC | 2,759 | $407.6K | 0.05% | +12+0.4% | Added |
| Bank Hapoalim BM | 2,760 | $408.0K | 0.05% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,771 | $409.4K | 0.05% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,778 | $410.4K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,786 | $411.6K | 0.10% | +600+27.4% | Added |
| American National Bank | 2,787 | $412.0K | 0.08% | +2,045+275.6% | Added |
| Marietta Investment Partners LLC | 2,800 | $413.7K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,800 | $413.7K | 0.04% | +2,800 | New |
| Kearns & Associates LLC | 2,800 | $413.7K | 0.44% | +2,800 | New |
| Asset Management Corp | 2,810 | $415.2K | 0.35% | +2+0.1% | Added |
| MayTech Global Investments, LLC | 2,832 | $418.4K | 0.14% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,834 | $418.7K | 0.08% | −65−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,345 | $419.0K | 0.03% | −39−1.6% | Reduced |
| Echo Street Capital Management LLC | 2,847 | $420.6K | 0.00% | −1,835−39.2% | Reduced |
| McIlrath & Eck, LLC | 2,852 | $421.4K | 0.11% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,865 | $423.4K | 0.37% | −608−17.5% | Reduced |
| Bath Savings Trust Co | 2,873 | $424.0K | 0.05% | −789−21.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,882 | $426.0K | 0.24% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,884 | $426.1K | 0.15% | +252+9.6% | Added |
| Twin Lakes Capital Management, LLC | 2,885 | $426.3K | 0.33% | +4+0.1% | Added |
| Plancorp, LLC | 2,886 | $426.4K | 0.03% | −66−2.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,888 | $426.7K | 0.04% | +40+1.4% | Added |
| WMS Partners, LLC | 2,893 | $427.4K | 0.04% | −81−2.7% | Reduced |
| Penserra Capital Management LLC | 2,904 | $428.0K | 0.01% | −734−20.2% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $430.0K | 0.12% | 00.0% | Unchanged |
| Athena Investment Management | 2,918 | $431.1K | 0.32% | +91+3.2% | Added |
| Bristol John W & Co Inc | 2,939 | $434.2K | 0.01% | −481−14.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,960 | $437.3K | 0.10% | +30+1.0% | Added |
| Green Harvest Asset Management LLC | 2,960 | $437.3K | 0.02% | +2,960 | New |
| VeraBank, N.A. | 2,964 | $437.9K | 0.22% | +31+1.1% | Added |
| ERn Financial, LLC | 2,975 | $439.6K | 0.10% | +16+0.5% | Added |
| Altfest L J & Co Inc | 2,980 | $440.0K | 0.07% | −101−3.3% | Reduced |
| Citizens National Bank Trust Department | 2,995 | $443.0K | 0.12% | −450−13.1% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $443.3K | 0.26% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,000 | $443.3K | 0.14% | +3,000 | New |
| Centennial Bank | 3,000 | $443.3K | 0.25% | +3,000 | New |
| Phoenix Wealth Advisors | 3,005 | $444.0K | 0.27% | +161+5.7% | Added |
| Accredited Investors Inc. | 3,016 | $445.7K | 0.04% | −66−2.1% | Reduced |
| Kula Investments, LLC | 3,023 | $446.6K | 0.16% | +3,023 | New |
| Eagle Ridge Investment Management | 3,029 | $447.5K | 0.05% | +90+3.1% | Added |
| Sanders Morris Harris LLC | 3,042 | $449.5K | 0.17% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,042 | $449.5K | 0.31% | −803−20.9% | Reduced |
| Borer Denton & Associates, Inc. | 3,045 | $449.9K | 0.20% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 3,045 | $449.9K | 0.05% | −112−3.5% | Reduced |
| FirstPurpose Wealth LLC | 3,048 | $450.3K | 0.25% | +79+2.7% | Added |
| Acropolis Investment Management, LLC | 3,055 | $451.3K | 0.04% | +4+0.1% | Added |
| Acima Private Wealth, LLC | 3,057 | $451.7K | 0.23% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,060 | $452.1K | 0.04% | +428+16.3% | Added |
| Shufro Rose & Co LLC | 3,061 | $452.3K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,069 | $453.5K | 0.22% | +177+6.1% | Added |
| Aft, Forsyth & Company, Inc. | 3,071 | $453.7K | 0.39% | −45−1.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,079 | $454.9K | 0.07% | −579−15.8% | Reduced |
| Advisor Resource Council | 3,085 | $455.8K | 0.27% | −15−0.5% | Reduced |
| Westmount Partners, LLC | 3,087 | $456.1K | 0.24% | +3,087 | New |
| Aspen Wealth Strategies, LLC | 3,098 | $457.8K | 0.37% | +3,098 | New |
| Herold Advisors, Inc. | 3,101 | $458.1K | 0.19% | +10.0% | Added |
| Magnus Financial Group LLC | 3,107 | $459.1K | 0.07% | −220−6.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,128 | $462.2K | 0.05% | −44−1.4% | Reduced |
| Clean Yield Group | 3,132 | $462.8K | 0.20% | −35−1.1% | Reduced |
| Doliver Advisors, LP | 3,160 | $466.9K | 0.15% | −65−2.0% | Reduced |
| Aspen Investment Management Inc | 3,158 | $467.0K | 0.31% | −100−3.1% | Reduced |
| Ridgewood Investments LLC | 3,174 | $469.0K | 0.34% | −231−6.8% | Reduced |
| Summit Global Investments | 3,174 | $469.0K | 0.04% | +34+1.1% | Added |
| St. James Investment Advisors, LLC | 3,182 | $470.1K | 0.86% | +113+3.7% | Added |
| Beacon Investment Advisors LLC | 3,189 | $471.3K | 0.39% | +3,189 | New |
| Burney Co | 3,195 | $472.1K | 0.02% | −1,574−33.0% | Reduced |
| Factorial Partners, LLC | 3,200 | $472.8K | 0.36% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,216 | $475.0K | 0.08% | −60−1.8% | Reduced |
| Old Mission Investment Co LLC | 3,228 | $477.0K | 0.20% | +28+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,230 | $477.3K | 0.11% | +154+5.0% | Added |
| Cable Hill Partners, LLC | 3,235 | $478.0K | 0.09% | +207+6.8% | Added |
| Hoylecohen, LLC | 3,238 | $478.3K | 0.05% | +102+3.3% | Added |
| Hamilton Capital, LLC | 3,239 | $478.6K | 0.03% | +3,239 | New |
| Transcend Wealth Collective, LLC | 3,245 | $479.4K | 0.05% | +3,245 | New |
| BSW Wealth Partners | 3,250 | $480.0K | 0.10% | +978+43.0% | Added |
| Partners Group Holding AG | 3,249 | $480.0K | 0.04% | +510+18.6% | Added |
| Carnegie Capital Asset Management, LLC | 3,251 | $480.4K | 0.02% | +150+4.8% | Added |
| Money Concepts Capital Corp | 3,262 | $482.0K | 0.02% | +2,646+429.5% | Added |
| SignalPoint Asset Management, LLC | 3,278 | $484.0K | 0.17% | +10.0% | Added |
| Financial Management Network Inc | 3,224 | $485.3K | 0.22% | −67−2.0% | Reduced |
| Private Ocean, LLC | 3,286 | $485.4K | 0.06% | +10.0% | Added |
| Tanager Wealth Management LLP | 3,296 | $487.0K | 0.13% | +304+10.2% | Added |
| Aquatic Capital Management LLC | 3,300 | $487.0K | 0.04% | −37,400−91.9% | Reduced |
| Hartford Financial Management Inc. | 3,306 | $488.5K | 0.13% | −56−1.7% | Reduced |