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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 7,276 | $1.07M | 0.15% | −98−1.3% | Reduced |
| Auxier Asset Management | 7,273 | $1.07M | 0.19% | −15−0.2% | Reduced |
| Insight Advisors, LLC | 7,264 | $1.07M | 0.37% | −296−3.9% | Reduced |
| Apollon Wealth Management, LLC | 7,227 | $1.07M | 0.08% | +874+13.8% | Added |
| Lee Danner & Bass Inc | 7,211 | $1.06M | 0.10% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,185 | $1.06M | 0.10% | +296+4.3% | Added |
| Boenning & Scattergood, Inc. | 5,677 | $1.06M | 0.17% | −291−4.9% | Reduced |
| Trust Co of Toledo NA | 7,179 | $1.06M | 0.20% | −550−7.1% | Reduced |
| Fort Point Capital Partners LLC | 7,173 | $1.06M | 0.19% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 7,345 | $1.06M | 0.10% | +4,207+134.1% | Added |
| Veracity Capital LLC | 7,144 | $1.06M | 0.51% | +313+4.6% | Added |
| Van Strum & Towne Inc. | 7,140 | $1.05M | 0.45% | −25−0.3% | Reduced |
| YHB Investment Advisors, Inc. | 7,112 | $1.05M | 0.11% | 00.0% | Unchanged |
| Telemus Capital, LLC | 6,974 | $1.05M | 0.10% | −489−6.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,079 | $1.05M | 0.25% | −30−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 7,143 | $1.05M | 0.63% | +1,029+16.8% | Added |
| McAdam, LLC | 6,298 | $1.03M | 0.10% | −478−7.1% | Reduced |
| Bridgefront Capital, LLC | 6,971 | $1.03M | 0.72% | +6,971 | New |
| Monte Financial Group, LLC | 6,939 | $1.03M | 0.53% | +339+5.1% | Added |
| Continuum Advisory, LLC | 6,932 | $1.02M | 0.18% | −154−2.2% | Reduced |
| SOA Wealth Advisors, LLC. | 6,913 | $1.02M | 0.27% | +12+0.2% | Added |
| Trust Asset Management LLC | 6,912 | $1.02M | 0.13% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 6,907 | $1.02M | 0.01% | −1,830−20.9% | Reduced |
| Wade G W & Inc | 6,886 | $1.02M | 0.04% | −230−3.2% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.02M | 0.70% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6,877 | $1.02M | 0.86% | −24−0.3% | Reduced |
| Wealthspire Advisors, LLC | 6,846 | $1.01M | 0.02% | +1,746+34.2% | Added |
| Strategy Asset Managers LLC | 6,837 | $1.01M | 0.26% | +4+0.1% | Added |
| Flagship Harbor Advisors, LLC | 6,819 | $1.01M | 0.10% | −11−0.2% | Reduced |
| Symmetry Partners, LLC | 6,817 | $1.01M | 0.06% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 6,800 | $1.00M | 0.32% | −26,010−79.3% | Reduced |
| Paradigm Financial Partners, LLC | 6,682 | $1.00M | 0.29% | +51+0.8% | Added |
| One River Asset Management, LLC | 6,798 | $1.00M | 0.69% | +6,798 | New |
| Segall Bryant & Hamill, LLC | 6,726 | $993.0K | 0.01% | −15−0.2% | Reduced |
| St Germain D J Co Inc | 47,563 | $992.6K | 0.33% | +6,522+15.9% | Added |
| Stableford Capital II LLC | 6,594 | $991.7K | 0.54% | −36−0.5% | Reduced |
| Lumature Wealth Partners, LLC | 6,701 | $990.0K | 0.55% | −697−9.4% | Reduced |
| Paragon Private Wealth Management, LLC | 6,698 | $989.6K | 0.89% | +381+6.0% | Added |
| We Are One Seven, LLC | 6,684 | $987.6K | 0.10% | −217−3.1% | Reduced |
| Patten & Patten Inc | 6,680 | $987.0K | 0.09% | −432−6.1% | Reduced |
| Icon Wealth Advisors, LLC | 6,669 | $985.4K | 0.11% | −20−0.3% | Reduced |
| Aurora Private Wealth, Inc. | 6,659 | $984.0K | 1.13% | 00.0% | Unchanged |
| Unigestion Holding SA | 6,649 | $979.5K | 0.05% | −91−1.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,598 | $974.9K | 0.27% | +5+0.1% | Added |
| Harbour Investments, Inc. | 6,594 | $974.3K | 0.06% | +52+0.8% | Added |
| Fund Management at Engine No. 1 LLC | 6,580 | $972.2K | 0.24% | +813+14.1% | Added |
| TrimTabs Asset Management, LLC | 6,579 | $972.0K | 0.63% | −147−2.2% | Reduced |
| Levin Capital Strategies, L.P. | 6,564 | $969.8K | 0.13% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,555 | $968.5K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,529 | $964.7K | 0.10% | +3,366+106.4% | Added |
| Ledyard National Bank | 6,500 | $960.4K | 0.11% | −222−3.3% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 6,500 | $960.0K | 0.77% | +6,294+3,055.3% | Added |
| Checchi Capital Advisers, LLC | 6,481 | $957.6K | 0.10% | −429−6.2% | Reduced |
| Carr Financial Group Corp | 6,480 | $957.4K | 0.50% | +6,480 | New |
| First Command Bank | 6,404 | $946.0K | 0.12% | −691−9.7% | Reduced |
| First Command Financial Services, Inc. | 6,404 | $946.0K | 0.12% | −691−9.7% | Reduced |
| Gsa Capital Partners LLP | 6,390 | $944.0K | 0.12% | +6,390 | New |
| S&CO Inc | 6,386 | $943.0K | 0.08% | +86+1.4% | Added |
| Jefferies Financial Group Inc. | 6,363 | $940.1K | 0.02% | +6,363 | New |
| Principle Wealth Partners LLC | 6,359 | $939.5K | 0.11% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,317 | $933.4K | 0.07% | +514+8.9% | Added |
| Parisi Gray Wealth Management | 6,284 | $928.4K | 0.46% | +21+0.3% | Added |
| Lavaca Capital LLC | 6,280 | $928.4K | 0.37% | −540−7.9% | Reduced |
| Busey Wealth Management | 6,259 | $924.8K | 0.04% | −11,594−64.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,251 | $923.6K | 0.01% | −508−7.5% | Reduced |
| Becker Capital Management Inc | 6,188 | $914.3K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,177 | $912.7K | 0.07% | +6,177 | New |
| WealthTrust Axiom LLC | 6,153 | $909.2K | 0.32% | −10.0% | Reduced |
| Mark Stevens | 6,138 | $907.0K | 0.12% | +324+5.6% | Added |
| Derbend Asset Management | 6,103 | $901.8K | 0.72% | −310−4.8% | Reduced |
| Knightsbridge Asset Management, LLC | 6,070 | $897.0K | 0.17% | +558+10.1% | Added |
| PMC FIG Opportunities LLC | 6,000 | $886.5K | 4.41% | −1,000−14.3% | Reduced |
| Ally Financial Inc. | 6,000 | $886.5K | 0.14% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $886.5K | 0.40% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 5,997 | $886.0K | 0.02% | +2,480+70.5% | Added |
| KRS Capital Management, LLC | 5,949 | $878.9K | 1.20% | +350+6.3% | Added |
| First National Bank of South Miami | 5,943 | $878.0K | 0.66% | −134−2.2% | Reduced |
| Cornerstone Planning Group LLC | 5,951 | $874.0K | 0.37% | +5,951 | New |
| TrinityPoint Wealth, LLC | 5,829 | $861.3K | 0.20% | +34+0.6% | Added |
| Ellis Investment Partners, LLC | 5,822 | $860.2K | 0.23% | +13+0.2% | Added |
| Spinnaker Trust | 5,819 | $860.0K | 0.07% | −557−8.7% | Reduced |
| Conning Inc. | 5,796 | $856.4K | 0.03% | −22−0.4% | Reduced |
| Waterfront Wealth Inc. | 4,963 | $855.2K | 0.29% | +317+6.8% | Added |
| Highline Wealth Partners LLC | 5,775 | $853.3K | 0.63% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,771 | $852.5K | 0.20% | +10.0% | Added |
| Lyell Wealth Management, LP | 5,746 | $849.0K | 0.13% | −7−0.1% | Reduced |
| Capital Management Associates | 5,719 | $845.0K | 1.26% | +286+5.3% | Added |
| Crewe Advisors LLC | 5,717 | $844.7K | 0.13% | +37+0.7% | Added |
| Spears Abacus Advisors LLC | 5,702 | $842.5K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,536 | $842.0K | 0.03% | −1,298−12.0% | Reduced |
| Strategic Advisors LLC | 5,682 | $839.6K | 0.19% | −768−11.9% | Reduced |
| Thomas White International Ltd | 5,678 | $838.9K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,667 | $837.4K | 0.04% | −1,234−17.9% | Reduced |
| Ritholtz Wealth Management | 5,641 | $833.4K | 0.05% | −1,466−20.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,629 | $831.7K | 0.10% | −109−1.9% | Reduced |
| Forum Financial Management, LP | 5,588 | $825.6K | 0.03% | +103+1.9% | Added |
| Geneos Wealth Management Inc. | 5,585 | $825.2K | 0.05% | +730+15.0% | Added |
| Burke & Herbert Bank & Trust Co | 5,577 | $824.0K | 0.61% | −25−0.4% | Reduced |
| Harvest Volatility Management LLC | 5,565 | $822.2K | 0.17% | −1,199−17.7% | Reduced |
| Birch Hill Investment Advisors LLC | 5,559 | $821.3K | 0.05% | +109+2.0% | Added |