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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 3,317 | $490.0K | 0.02% | −208−5.9% | Reduced |
| Meridian Wealth Advisors, LLC | 3,324 | $491.1K | 0.13% | −200−5.7% | Reduced |
| Summit X, LLC | 3,549 | $492.1K | 0.14% | −131−3.6% | Reduced |
| RMB Capital Management, LLC | 3,332 | $492.3K | 0.02% | +69+2.1% | Added |
| Horizon Wealth Management, LLC | 3,351 | $495.1K | 0.40% | +32+1.0% | Added |
| Breakwater Capital Group | 3,391 | $501.0K | 0.26% | +3,391 | New |
| Mirabella Financial Services LLP | 3,392 | $501.2K | 0.04% | +3,392 | New |
| Purus Wealth Management, LLC | 3,404 | $503.0K | 0.46% | −111−3.2% | Reduced |
| Spouting Rock Asset Management, LLC | 3,407 | $503.4K | 0.37% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,420 | $505.0K | 0.07% | −155−4.3% | Reduced |
| Arkadios Wealth Advisors | 3,420 | $505.4K | 0.07% | −89−2.5% | Reduced |
| Brighton Jones LLC | 3,432 | $507.1K | 0.03% | −1,533−30.9% | Reduced |
| CoreFirst Bank & Trust | 3,433 | $507.2K | 0.38% | −16−0.5% | Reduced |
| Defined Wealth Management, LLC | 3,444 | $508.9K | 0.48% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,475 | $513.4K | 0.02% | +593+20.6% | Added |
| Hanson & Doremus Investment Management | 3,480 | $514.0K | 0.11% | +970+38.6% | Added |
| First Affirmative Financial Network | 3,481 | $514.4K | 0.62% | −51−1.4% | Reduced |
| First Horizon Advisors, Inc. | 3,495 | $516.4K | 0.02% | +96+2.8% | Added |
| Agate Pass Investment Management, LLC | 3,515 | $519.3K | 0.37% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,525 | $521.0K | 0.22% | +3,525 | New |
| Sigma Investment Counselors Inc | 3,527 | $521.1K | 0.04% | −24−0.7% | Reduced |
| Fort Pitt Capital Group, LLC | 3,527 | $521.1K | 0.02% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,535 | $522.3K | 0.12% | +98+2.9% | Added |
| US Asset Management LLC | 3,540 | $523.0K | 0.56% | +3,540 | New |
| Cary Street Partners Asset Management LLC | 3,556 | $525.4K | 0.11% | 00.0% | Unchanged |
| Sun Life Financial INC | 3,540 | $525.8K | 0.04% | −155−4.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,563 | $526.4K | 0.53% | −24−0.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,593 | $530.9K | 0.11% | +1,643+84.3% | Added |
| Saybrook Capital | 3,600 | $532.0K | 0.18% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,602 | $532.0K | 0.12% | +53+1.5% | Added |
| Philadelphia Trust Co | 3,607 | $533.0K | 0.06% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,630 | $536.0K | 0.08% | −453−11.1% | Reduced |
| LGL Partners, LLC | 3,643 | $538.2K | 0.10% | +3+0.1% | Added |
| Platform Technology Partners | 3,660 | $540.8K | 0.28% | −274−7.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $541.0K | 0.12% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,662 | $541.1K | 0.06% | +61+1.7% | Added |
| Kovack Advisors, Inc. | 3,663 | $541.2K | 0.08% | −447−10.9% | Reduced |
| Aries Wealth Management | 3,664 | $541.4K | 0.23% | −61−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,666 | $541.6K | 0.16% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,670 | $542.2K | 0.27% | −22−0.6% | Reduced |
| First City Capital Management, Inc. | 3,678 | $543.4K | 0.33% | −20−0.5% | Reduced |
| Congress Wealth Management LLC | 3,733 | $551.7K | 0.01% | +131+3.6% | Added |
| Pearl River Capital, LLC | 3,750 | $554.1K | 0.09% | −11,250−75.0% | Reduced |
| Farmers & Merchants Investments Inc | 3,757 | $555.1K | 0.02% | +15+0.4% | Added |
| Quadrant Private Wealth Management, LLC | 3,763 | $556.0K | 0.19% | +3,763 | New |
| J. W. Coons Advisors, LLC | 3,767 | $556.6K | 0.17% | −200−5.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,767 | $556.6K | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,769 | $557.0K | 0.03% | +3,769 | New |
| JLB & Associates Inc | 3,778 | $558.0K | 0.09% | +226+6.4% | Added |
| MCF Advisors LLC | 3,793 | $560.5K | 0.06% | +464+13.9% | Added |
| Sunflower Bank, N.A. | 3,796 | $561.0K | 0.12% | −761−16.7% | Reduced |
| Sutton Wealth Advisors Inc. | 3,804 | $562.0K | 0.21% | +19+0.5% | Added |
| GYL Financial Synergies, LLC | 3,805 | $562.2K | 0.12% | −607−13.8% | Reduced |
| Hall Capital Management Co Inc | 3,809 | $562.8K | 0.34% | −115−2.9% | Reduced |
| MTM Investment Management, LLC | 3,822 | $564.7K | 0.29% | 00.0% | Unchanged |
| CX Institutional | 3,823 | $564.8K | 0.03% | +444+13.1% | Added |
| Somerville Kurt F | 3,825 | $565.1K | 0.11% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,839 | $567.0K | 0.15% | −2,732−41.6% | Reduced |
| Zeke Capital Advisors, LLC | 3,845 | $568.1K | 0.04% | +381+11.0% | Added |
| First National Bank of Hutchinson | 3,851 | $569.0K | 0.48% | +19+0.5% | Added |
| Insigneo Advisory Services, LLC | 3,868 | $571.0K | 0.22% | +3,868 | New |
| Verus Capital Partners, LLC | 3,865 | $571.0K | 0.11% | −98−2.5% | Reduced |
| Culbertson A N & Co Inc | 3,865 | $571.1K | 0.12% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 3,184 | $577.4K | 0.29% | +3,184 | New |
| Thoroughbred Financial Services, LLC | 3,926 | $580.0K | 0.09% | +2+0.1% | Added |
| SeaCrest Wealth Management, LLC | 3,939 | $582.0K | 0.08% | +2+0.1% | Added |
| Wesbanco Bank Inc | 3,947 | $583.0K | 0.03% | +744+23.2% | Added |
| Oakworth Capital, Inc. | 3,952 | $583.9K | 0.06% | +12+0.3% | Added |
| Delta Investment Management, LLC | 3,962 | $585.4K | 0.19% | +67+1.7% | Added |
| Focus Financial Network, Inc. | 3,965 | $585.8K | 0.05% | −33−0.8% | Reduced |
| Aspire Private Capital, LLC | 3,972 | $586.8K | 0.21% | +78+2.0% | Added |
| Gotham Asset Management, LLC | 3,978 | $587.8K | 0.02% | −3,063−43.5% | Reduced |
| Centerpoint Advisors, LLC | 3,993 | $590.0K | 0.28% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,997 | $590.6K | 0.02% | +234+6.2% | Added |
| Salem Investment Counselors Inc | 4,002 | $591.3K | 0.03% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 4,002 | $591.3K | 0.03% | +916+29.7% | Added |
| Federated Hermes, Inc. | 4,015 | $593.2K | 0.00% | −15,145−79.0% | Reduced |
| Baldwin Investment Management, LLC | 4,030 | $595.4K | 0.11% | +10+0.2% | Added |
| Old National Bancorp | 4,053 | $599.0K | 0.02% | −443−9.9% | Reduced |
| Prospera Financial Services Inc | 4,064 | $600.5K | 0.03% | +65+1.6% | Added |
| Summit Financial Group Inc | 4,110 | $608.0K | 0.24% | +660+19.1% | Added |
| Bond & Devick Financial Network, Inc. | 4,119 | $608.6K | 0.43% | 00.0% | Unchanged |
| Benin Management CORP | 4,132 | $610.5K | 0.25% | +400+10.7% | Added |
| Equitable Holdings, Inc. | 4,136 | $611.1K | 0.01% | −567−12.1% | Reduced |
| Y.D. More Investments Ltd | 4,161 | $612.9K | 0.17% | +4,161 | New |
| Evermay Wealth Management LLC | 4,153 | $613.6K | 0.12% | −43−1.0% | Reduced |
| Meridian Wealth Management, LLC | 4,178 | $617.3K | 0.06% | −265−6.0% | Reduced |
| First Western Trust Bank | 4,190 | $619.1K | 0.04% | +795+23.4% | Added |
| Evanson Asset Management, LLC | 4,190 | $619.1K | 0.07% | −465−10.0% | Reduced |
| Twelve Points Wealth Management LLC | 4,203 | $621.0K | 0.42% | 00.0% | Unchanged |
| Graypoint LLC | 4,206 | $621.5K | 0.07% | −126−2.9% | Reduced |
| Heritage Wealth Advisors | 4,209 | $621.8K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,218 | $623.2K | 0.07% | +4,218 | New |
| Wellington Shields & Co., LLC | 4,220 | $623.5K | 0.14% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 4,224 | $624.1K | 0.08% | +2,013+91.0% | Added |
| Journey Strategic Wealth LLC | 4,247 | $627.5K | 0.07% | +1,076+33.9% | Added |
| 3Chopt Investment Partners, LLC | 4,252 | $628.2K | 0.34% | +4,252 | New |
| TNF LLC | 3,575 | $630.9K | 0.29% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,273 | $631.4K | 0.56% | −89−2.0% | Reduced |
| Estabrook Capital Management | 4,274 | $631.5K | 0.11% | 00.0% | Unchanged |