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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 9,182 | $1.36M | 0.11% | −1,769−16.2% | Reduced |
| Hartline Investment Corp | 9,181 | $1.36M | 0.31% | +9,181 | New |
| Fulton Bank, N.A. | 9,170 | $1.35M | 0.08% | −78−0.8% | Reduced |
| Trustco Bank Corp N Y | 9,136 | $1.35M | 1.49% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 9,073 | $1.34M | 0.27% | −23,355−72.0% | Reduced |
| Sequoia Financial Advisors, LLC | 9,071 | $1.34M | 0.03% | +3,565+64.7% | Added |
| Caliber Wealth Management, LLC | 9,067 | $1.34M | 1.02% | −1,649−15.4% | Reduced |
| Strategic Investment Advisors | 9,057 | $1.34M | 0.28% | +493+5.8% | Added |
| TAGStone Capital, Inc. | 9,048 | $1.34M | 1.10% | +30+0.3% | Added |
| Carl P. Sherr & Co., LLC | 9,018 | $1.33M | 1.01% | −132−1.4% | Reduced |
| Empowered Funds, LLC | 9,003 | $1.33M | 0.09% | +1,269+16.4% | Added |
| VisionPoint Advisory Group, LLC | 7,284 | $1.32M | 0.55% | +7,284 | New |
| MainStreet Investment Advisors LLC | 8,905 | $1.32M | 0.15% | −657−6.9% | Reduced |
| Mission Wealth Management, LP | 8,899 | $1.31M | 0.06% | +577+6.9% | Added |
| Ameritas Advisory Services, LLC | 8,855 | $1.31M | 0.06% | +1,738+24.4% | Added |
| Trustcore Financial Services, LLC | 8,851 | $1.31M | 0.11% | +10.0% | Added |
| Washington Trust Advisors, Inc. | 8,842 | $1.31M | 0.14% | −1,129−11.3% | Reduced |
| Taylor Frigon Capital Management LLC | 8,814 | $1.30M | 0.74% | −241−2.7% | Reduced |
| Greenwood Gearhart Inc | 8,755 | $1.29M | 0.18% | −20−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,748 | $1.29M | 0.42% | +313+3.7% | Added |
| Center for Financial Planning, Inc. | 8,732 | $1.29M | 0.31% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 8,715 | $1.29M | 0.67% | −1,028−10.6% | Reduced |
| Ascent Group, LLC | 8,707 | $1.29M | 0.15% | +128+1.5% | Added |
| Laffer Tengler Investments | 8,690 | $1.28M | 0.37% | −526−5.7% | Reduced |
| NTV Asset Management LLC | 8,685 | $1.28M | 0.25% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,664 | $1.28M | 0.27% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,644 | $1.28M | 0.13% | +8,644 | New |
| Howard Capital Management Group, LLC | 8,615 | $1.27M | 0.15% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,114 | $1.27M | 0.06% | −166−2.3% | Reduced |
| Ingalls & Snyder LLC | 8,585 | $1.27M | 0.07% | −1,000−10.4% | Reduced |
| Engineers Gate Manager LP | 8,569 | $1.27M | 0.08% | −10,235−54.4% | Reduced |
| Coastal Bridge Advisors, LLC | 8,543 | $1.26M | 0.36% | −32−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 8,541 | $1.26M | 0.14% | −6−0.1% | Reduced |
| Palisade Asset Management, LLC | 8,523 | $1.26M | 0.14% | −20.0% | Reduced |
| Hyman Charles D | 8,484 | $1.25M | 0.09% | −100−1.2% | Reduced |
| DoubleLine ETF Adviser LP | 8,439 | $1.25M | 0.64% | +8,439 | New |
| Investors Asset Management of Georgia Inc | 8,435 | $1.25M | 0.65% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 8,430 | $1.25M | 1.60% | +952+12.7% | Added |
| United Asset Strategies, Inc. | 8,411 | $1.24M | 0.17% | +605+7.8% | Added |
| Beverly Hills Private Wealth, LLC | 8,402 | $1.24M | 0.54% | +8,402 | New |
| Crestwood Advisors Group LLC | 8,401 | $1.24M | 0.04% | +933+12.5% | Added |
| Western Wealth Management, LLC | 8,378 | $1.24M | 0.13% | −6,670−44.3% | Reduced |
| Axxcess Wealth Management, LLC | 8,364 | $1.24M | 0.10% | +8,364 | New |
| Grimes & Company, Inc. | 8,337 | $1.23M | 0.05% | −17−0.2% | Reduced |
| Woodstock Corp | 8,316 | $1.23M | 0.16% | −75−0.9% | Reduced |
| Amarillo National Bank | 8,313 | $1.23M | 0.28% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 8,300 | $1.23M | 1.01% | +798+10.6% | Added |
| Stokes Family Office, LLC | 8,297 | $1.23M | 0.16% | −169−2.0% | Reduced |
| Osborne Partners Capital Management, LLC | 8,287 | $1.22M | 0.10% | +13+0.2% | Added |
| Moloney Securities Asset Management, LLC | 8,273 | $1.22M | 0.27% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 8,285 | $1.22M | 0.04% | −572−6.5% | Reduced |
| Community Bank, N.A. | 8,254 | $1.22M | 0.17% | −136−1.6% | Reduced |
| Graham Capital Management, L.P. | 8,239 | $1.22M | 0.05% | −4,512−35.4% | Reduced |
| Veriti Management LLC | 8,237 | $1.22M | 0.16% | +170+2.1% | Added |
| Excalibur Management Corp | 8,231 | $1.22M | 0.64% | +10+0.1% | Added |
| FineMark National Bank & Trust | 8,195 | $1.21M | 0.05% | +30.0% | Added |
| Boltwood Capital Management | 8,190 | $1.21M | 0.49% | −75−0.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,160 | $1.21M | 0.46% | −485−5.6% | Reduced |
| Triad Investment Management | 8,138 | $1.20M | 1.88% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,113 | $1.20M | 0.06% | +834+11.5% | Added |
| Advisory Research Inc | 8,062 | $1.19M | 0.11% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7,999 | $1.18M | 0.05% | −24−0.3% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.18M | 0.72% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,994 | $1.18M | 0.17% | −192−2.3% | Reduced |
| KWB Wealth | 7,986 | $1.18M | 0.22% | −666−7.7% | Reduced |
| C2C Wealth Management, LLC | 7,945 | $1.18M | 0.20% | −78−1.0% | Reduced |
| Bryn Mawr Trust Co | 7,956 | $1.18M | 0.05% | −541−6.4% | Reduced |
| Dakota Wealth Management | 7,946 | $1.17M | 0.08% | −191−2.3% | Reduced |
| Karpas Strategies, LLC | 7,917 | $1.17M | 0.41% | −70−0.9% | Reduced |
| Intellectus Partners, LLC | 7,912 | $1.17M | 0.41% | +1,250+18.8% | Added |
| Vise Technologies, Inc. | 7,903 | $1.17M | 0.37% | +1,679+27.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,891 | $1.17M | 0.09% | −322−3.9% | Reduced |
| Belpointe Asset Management LLC | 7,885 | $1.16M | 0.07% | −2,591−24.7% | Reduced |
| Evoke Wealth, LLC | 7,884 | $1.16M | 0.04% | −205−2.5% | Reduced |
| BancorpSouth Bank | 7,816 | $1.15M | 0.11% | +4+0.1% | Added |
| Smithfield Trust Co | 7,824 | $1.15M | 0.08% | −288−3.6% | Reduced |
| Morse Asset Management, Inc | 7,767 | $1.15M | 0.42% | −1,035−11.8% | Reduced |
| Beach Investment Counsel Inc | 7,733 | $1.14M | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,732 | $1.14M | 0.04% | +491+6.8% | Added |
| Wealth Advisors, Inc. | 7,721 | $1.14M | 0.61% | 00.0% | Unchanged |
| Bank of Hawaii | 7,719 | $1.14M | 0.07% | +586+8.2% | Added |
| Pitcairn Co | 7,716 | $1.14M | 0.11% | +105+1.4% | Added |
| Van Cleef Asset Management,Inc | 7,699 | $1.14M | 0.19% | +20+0.3% | Added |
| Ameritas Investment Partners, Inc. | 7,389 | $1.14M | 0.05% | −176−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 7,678 | $1.13M | 0.34% | −74−1.0% | Reduced |
| Associated Banc-Corp | 7,666 | $1.13M | 0.05% | −121−1.6% | Reduced |
| Centaurus Financial, Inc. | 7,654 | $1.13M | 0.11% | +5,957+351.0% | Added |
| Arden Trust Co | 7,634 | $1.13M | 0.23% | −521−6.4% | Reduced |
| Buckingham Capital Management, Inc. | 7,555 | $1.12M | 0.19% | +7,555 | New |
| AXS Investments LLC | 7,534 | $1.11M | 0.40% | +780+11.5% | Added |
| Balentine LLC | 7,510 | $1.11M | 0.04% | +937+14.3% | Added |
| Cigna Investments Inc | 7,502 | $1.11M | 0.23% | +10+0.1% | Added |
| Essex Financial Services, Inc. | 7,475 | $1.10M | 0.12% | +162+2.2% | Added |
| Walter & Keenan Financial Consulting Co | 7,455 | $1.10M | 0.43% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,433 | $1.10M | 0.08% | −216−2.8% | Reduced |
| Chesapeake Wealth Management | 7,420 | $1.10M | 0.48% | +233+3.2% | Added |
| Investment House LLC | 7,385 | $1.09M | 0.10% | +40+0.5% | Added |
| New England Research & Management, Inc. | 7,385 | $1.09M | 0.63% | −260−3.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $1.09M | 0.06% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,285 | $1.08M | 0.73% | 00.0% | Unchanged |