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 |
|---|---|---|---|---|---|
| YorkBridge Wealth Partners, LLC | 4,312 | $637.1K | 0.16% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,313 | $637.2K | 0.20% | +38+0.9% | Added |
| Beaumont Asset Management, L.L.C. | 4,316 | $637.7K | 0.47% | +8+0.2% | Added |
| GFG Capital, LLC | 4,323 | $638.7K | 0.14% | −52−1.2% | Reduced |
| Saxon Interests, Inc. | 4,256 | $640.1K | 0.37% | +73+1.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,339 | $641.0K | 0.96% | +14+0.3% | Added |
| ARGI Investment Services, LLC | 4,346 | $642.0K | 0.02% | −14−0.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,344 | $642.0K | 0.06% | +264+6.5% | Added |
| Atlas Brown,Inc. | 4,353 | $643.2K | 0.32% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 4,364 | $645.0K | 0.47% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,367 | $645.3K | 0.24% | −23−0.5% | Reduced |
| Capital Investment Advisors, LLC | 4,369 | $646.0K | 0.02% | +893+25.7% | Added |
| RFP Financial Group LLC | 4,383 | $647.6K | 0.29% | +4,383 | New |
| IFG Advisors, LLC | 4,403 | $650.5K | 0.28% | +6+0.1% | Added |
| Alhambra Investment Partners LLC | 4,418 | $652.8K | 0.48% | 00.0% | Unchanged |
| CFO4Life, L.P. | 4,426 | $654.0K | 0.14% | +4,426 | New |
| CFO4Life Group, LLC | 4,426 | $654.0K | 0.14% | +4,426 | New |
| Legacy Advisors, LLC | 4,427 | $654.1K | 0.12% | +175+4.1% | Added |
| Wedmont Private Capital | 4,361 | $655.0K | 0.10% | −78−1.8% | Reduced |
| Great Valley Advisor Group, Inc. | 4,443 | $656.2K | 0.03% | +1,401+46.1% | Added |
| Hilltop Holdings Inc. | 4,470 | $660.3K | 0.09% | +134+3.1% | Added |
| Independent Financial Group, LLC | 4,483 | $662.4K | 0.06% | −44−1.0% | Reduced |
| Schulhoff & Co Inc | 4,490 | $663.4K | 0.31% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 4,500 | $664.7K | 0.02% | +1,500+50.0% | Added |
| Allegheny Financial Group LTD | 4,503 | $665.3K | 0.28% | +17+0.4% | Added |
| Ervin Investment Management, LLC | 4,505 | $665.7K | 0.61% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,514 | $666.9K | 0.38% | −862−16.0% | Reduced |
| Leavell Investment Management, Inc. | 4,521 | $668.0K | 0.05% | −104−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 4,545 | $671.5K | 0.09% | −60−1.3% | Reduced |
| PFG Advisors | 4,550 | $672.2K | 0.07% | +297+7.0% | Added |
| Advisors Capital Management, LLC | 4,560 | $674.0K | 0.02% | −123−2.6% | Reduced |
| AdvisorNet Financial, Inc | 4,563 | $674.1K | 0.07% | −1,272−21.8% | Reduced |
| First Foundation Advisors | 4,565 | $674.5K | 0.03% | +250+5.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,580 | $676.7K | 0.00% | +2,504+120.6% | Added |
| Fred Alger Management, LLC | 4,600 | $679.6K | 0.00% | −136,060−96.7% | Reduced |
| Linscomb & Williams, Inc. | 4,611 | $681.3K | 0.03% | +304+7.1% | Added |
| InterOcean Capital Group, LLC | 4,611 | $681.3K | 0.02% | −872−15.9% | Reduced |
| Delta Financial Group, Inc. | 4,674 | $684.0K | 0.30% | +4,674 | New |
| Greystone Financial Group, LLC | 4,660 | $688.5K | 0.20% | +4,660 | New |
| Baker Avenue Asset Management, LP | 4,672 | $690.3K | 0.04% | +169+3.8% | Added |
| Private Trust Co NA | 4,697 | $694.0K | 0.10% | +49+1.1% | Added |
| BigSur Wealth Management LLC | 4,700 | $694.4K | 0.33% | −300−6.0% | Reduced |
| Landscape Capital Management, L.L.C. | 4,707 | $695.5K | 0.10% | −83,077−94.6% | Reduced |
| Dover Advisors, LLC | 4,716 | $696.8K | 0.75% | +4,716 | New |
| Tufton Capital Management | 4,735 | $699.6K | 0.15% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,746 | $701.2K | 0.05% | −2,851−37.5% | Reduced |
| Hartford Funds Management Co LLC | 4,749 | $701.7K | 0.07% | +2,908+158.0% | Added |
| CMT Capital Markets Trading GmbH | 4,750 | $702.0K | 0.39% | +1,250+35.7% | Added |
| Sather Financial Group Inc | 4,765 | $704.0K | 0.06% | +4,765 | New |
| NorthRock Partners, LLC | 4,775 | $705.5K | 0.08% | +1,536+47.4% | Added |
| Ronald Blue Trust, Inc. | 5,239 | $707.0K | 0.01% | +2,372+82.7% | Added |
| Twin Capital Management Inc | 4,813 | $711.0K | 0.09% | +1,097+29.5% | Added |
| Koshinski Asset Management, Inc. | 4,820 | $712.1K | 0.07% | +4,820 | New |
| Allworth Financial LP | 4,820 | $712.1K | 0.01% | +498+11.5% | Added |
| Confluence Wealth Services, Inc. | 4,822 | $712.5K | 0.19% | +180+3.9% | Added |
| Pflug Koory, LLC | 4,833 | $714.0K | 0.40% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 4,835 | $714.4K | 0.54% | −21,085−81.3% | Reduced |
| Byrne Asset Management LLC | 4,841 | $715.3K | 0.52% | +222+4.8% | Added |
| M Holdings Securities, Inc. | 4,849 | $716.0K | 0.08% | −254−5.0% | Reduced |
| Flputnam Investment Management Co | 4,847 | $716.1K | 0.03% | +302+6.6% | Added |
| Profit Investment Management, LLC | 4,853 | $717.0K | 0.50% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,920 | $726.9K | 0.03% | −687−12.3% | Reduced |
| Washington Trust Co | 4,938 | $729.6K | 0.03% | −109−2.2% | Reduced |
| Domani Wealth, LLC | 4,939 | $730.0K | 0.18% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,443 | $734.0K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4,978 | $735.0K | 0.25% | −4−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 4,994 | $737.8K | 0.03% | +2,154+75.8% | Added |
| Sage Rhino Capital LLC | 4,999 | $738.6K | 0.23% | +67+1.4% | Added |
| Monetta Financial Services Inc | 5,000 | $738.8K | 0.85% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,000 | $738.8K | 0.17% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 5,000 | $738.8K | 2.34% | +5,000 | New |
| Parkside Financial Bank & Trust | 5,013 | $740.7K | 0.21% | +144+3.0% | Added |
| Red Cedar Capital, LLC | 5,016 | $741.0K | 0.47% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,013 | $741.0K | 0.09% | 00.0% | Unchanged |
| Leisure Capital Management | 5,030 | $743.2K | 0.38% | −12−0.2% | Reduced |
| S.A. Mason LLC | 5,052 | $746.4K | 0.56% | +10.0% | Added |
| Financial Counselors Inc | 5,117 | $756.0K | 0.02% | +250+5.1% | Added |
| LVW Advisors, LLC | 5,124 | $757.0K | 0.16% | −13−0.3% | Reduced |
| Summit Trail Advisors, LLC | 5,140 | $759.4K | 0.03% | +795+18.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,144 | $760.0K | 0.14% | +696+15.6% | Added |
| Resources Management Corp | 5,148 | $761.0K | 0.12% | −200−3.7% | Reduced |
| NBT Bank N A | 5,157 | $761.9K | 0.11% | −291−5.3% | Reduced |
| Bedel Financial Consulting, Inc. | 5,160 | $762.5K | 0.19% | +227+4.6% | Added |
| HNP Capital LLC | 5,176 | $764.8K | 0.21% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,176 | $765.0K | 0.20% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,198 | $768.0K | 0.10% | +147+2.9% | Added |
| Radnor Capital Management, LLC | 4,885 | $769.0K | 0.19% | +150+3.2% | Added |
| Aspiriant, LLC | 5,206 | $769.2K | 0.04% | +240+4.8% | Added |
| Papp L Roy & Associates | 5,216 | $770.6K | 0.11% | 00.0% | Unchanged |
| Weik Capital Management | 5,218 | $771.0K | 0.36% | −110−2.1% | Reduced |
| Sargent Bickham Lagudis LLC | 5,241 | $774.4K | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,516 | $778.1K | 0.33% | +4,516 | New |
| Lewis Capital Management, LLC | 5,270 | $778.8K | 1.19% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,271 | $778.8K | 0.05% | +153+3.0% | Added |
| Oldfather Financial Services, LLC | 5,295 | $782.3K | 0.45% | −64−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 5,297 | $782.7K | 0.03% | +1,550+41.4% | Added |
| Wealth Alliance | 5,329 | $787.2K | 0.14% | +500+10.4% | Added |
| SYSTM Wealth Solutions LLC | 5,348 | $790.2K | 0.10% | +5,348 | New |
| Boyar Asset Management Inc. | 5,392 | $796.7K | 0.65% | −100−1.8% | Reduced |
| Westwood Management Corp | 5,400 | $798.0K | 0.11% | 00.0% | Unchanged |