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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 5,501 | $812.8K | 0.27% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,496 | $812.0K | 0.36% | +947+20.8% | Added |
| Symphony Financial, Ltd. Co. | 5,369 | $808.3K | 0.21% | +228+4.4% | Added |
| Sargent Investment Group, LLC | 5,438 | $803.5K | 0.25% | +859+18.8% | Added |
| Pecaut & Co. | 5,427 | $801.8K | 0.38% | −837−13.4% | Reduced |
| Abundance Wealth Counselors | 5,413 | $800.0K | 0.22% | +90+1.7% | Added |
| Westwood Management Corp | 5,400 | $798.0K | 0.11% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 5,392 | $796.7K | 0.65% | −100−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 5,348 | $790.2K | 0.10% | +5,348 | New |
| Wealth Alliance | 5,329 | $787.2K | 0.14% | +500+10.4% | Added |
| Orion Portfolio Solutions, LLC | 5,297 | $782.7K | 0.03% | +1,550+41.4% | Added |
| Oldfather Financial Services, LLC | 5,295 | $782.3K | 0.45% | −64−1.2% | Reduced |
| Global Retirement Partners, LLC | 5,271 | $778.8K | 0.05% | +153+3.0% | Added |
| Lewis Capital Management, LLC | 5,270 | $778.8K | 1.19% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,516 | $778.1K | 0.33% | +4,516 | New |
| Sargent Bickham Lagudis LLC | 5,241 | $774.4K | 0.06% | 00.0% | Unchanged |
| Weik Capital Management | 5,218 | $771.0K | 0.36% | −110−2.1% | Reduced |
| Papp L Roy & Associates | 5,216 | $770.6K | 0.11% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,206 | $769.2K | 0.04% | +240+4.8% | Added |
| Radnor Capital Management, LLC | 4,885 | $769.0K | 0.19% | +150+3.2% | Added |
| Sawtooth Solutions, LLC | 5,198 | $768.0K | 0.10% | +147+2.9% | Added |
| Vectors Research Management, LLC | 5,176 | $765.0K | 0.20% | 00.0% | Unchanged |
| HNP Capital LLC | 5,176 | $764.8K | 0.21% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,160 | $762.5K | 0.19% | +227+4.6% | Added |
| NBT Bank N A | 5,157 | $761.9K | 0.11% | −291−5.3% | Reduced |
| Resources Management Corp | 5,148 | $761.0K | 0.12% | −200−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,144 | $760.0K | 0.14% | +696+15.6% | Added |
| Summit Trail Advisors, LLC | 5,140 | $759.4K | 0.03% | +795+18.3% | Added |
| LVW Advisors, LLC | 5,124 | $757.0K | 0.16% | −13−0.3% | Reduced |
| Financial Counselors Inc | 5,117 | $756.0K | 0.02% | +250+5.1% | Added |
| S.A. Mason LLC | 5,052 | $746.4K | 0.56% | +10.0% | Added |
| Leisure Capital Management | 5,030 | $743.2K | 0.38% | −12−0.2% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 5,013 | $740.7K | 0.21% | +144+3.0% | 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 |
| Sage Rhino Capital LLC | 4,999 | $738.6K | 0.23% | +67+1.4% | Added |
| Foundations Investment Advisors, LLC | 4,994 | $737.8K | 0.03% | +2,154+75.8% | Added |
| KB Financial Partners, LLC | 4,978 | $735.0K | 0.25% | −4−0.1% | Reduced |
| Waldron Private Wealth LLC | 5,443 | $734.0K | 0.05% | 00.0% | Unchanged |
| Domani Wealth, LLC | 4,939 | $730.0K | 0.18% | 00.0% | Unchanged |
| Washington Trust Co | 4,938 | $729.6K | 0.03% | −109−2.2% | Reduced |
| Boston Financial Mangement LLC | 4,920 | $726.9K | 0.03% | −687−12.3% | Reduced |
| Profit Investment Management, LLC | 4,853 | $717.0K | 0.50% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,847 | $716.1K | 0.03% | +302+6.6% | Added |
| M Holdings Securities, Inc. | 4,849 | $716.0K | 0.08% | −254−5.0% | Reduced |
| Byrne Asset Management LLC | 4,841 | $715.3K | 0.52% | +222+4.8% | Added |
| Wisconsin Capital Management LLC | 4,835 | $714.4K | 0.54% | −21,085−81.3% | Reduced |
| Pflug Koory, LLC | 4,833 | $714.0K | 0.40% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,822 | $712.5K | 0.19% | +180+3.9% | Added |
| Allworth Financial LP | 4,820 | $712.1K | 0.01% | +498+11.5% | Added |
| Koshinski Asset Management, Inc. | 4,820 | $712.1K | 0.07% | +4,820 | New |
| Twin Capital Management Inc | 4,813 | $711.0K | 0.09% | +1,097+29.5% | Added |
| Ronald Blue Trust, Inc. | 5,239 | $707.0K | 0.01% | +2,372+82.7% | Added |
| NorthRock Partners, LLC | 4,775 | $705.5K | 0.08% | +1,536+47.4% | Added |
| Sather Financial Group Inc | 4,765 | $704.0K | 0.06% | +4,765 | New |
| CMT Capital Markets Trading GmbH | 4,750 | $702.0K | 0.39% | +1,250+35.7% | Added |
| Hartford Funds Management Co LLC | 4,749 | $701.7K | 0.07% | +2,908+158.0% | Added |
| Steel Peak Wealth Management LLC | 4,746 | $701.2K | 0.05% | −2,851−37.5% | Reduced |
| Tufton Capital Management | 4,735 | $699.6K | 0.15% | 00.0% | Unchanged |
| Dover Advisors, LLC | 4,716 | $696.8K | 0.75% | +4,716 | New |
| Landscape Capital Management, L.L.C. | 4,707 | $695.5K | 0.10% | −83,077−94.6% | Reduced |
| BigSur Wealth Management LLC | 4,700 | $694.4K | 0.33% | −300−6.0% | Reduced |
| Private Trust Co NA | 4,697 | $694.0K | 0.10% | +49+1.1% | Added |
| Baker Avenue Asset Management, LP | 4,672 | $690.3K | 0.04% | +169+3.8% | Added |
| Greystone Financial Group, LLC | 4,660 | $688.5K | 0.20% | +4,660 | New |
| Delta Financial Group, Inc. | 4,674 | $684.0K | 0.30% | +4,674 | New |
| InterOcean Capital Group, LLC | 4,611 | $681.3K | 0.02% | −872−15.9% | Reduced |
| Linscomb & Williams, Inc. | 4,611 | $681.3K | 0.03% | +304+7.1% | Added |
| Fred Alger Management, LLC | 4,600 | $679.6K | 0.00% | −136,060−96.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,580 | $676.7K | 0.00% | +2,504+120.6% | Added |
| First Foundation Advisors | 4,565 | $674.5K | 0.03% | +250+5.8% | Added |
| AdvisorNet Financial, Inc | 4,563 | $674.1K | 0.07% | −1,272−21.8% | Reduced |
| Advisors Capital Management, LLC | 4,560 | $674.0K | 0.02% | −123−2.6% | Reduced |
| PFG Advisors | 4,550 | $672.2K | 0.07% | +297+7.0% | Added |
| TCI Wealth Advisors, Inc. | 4,545 | $671.5K | 0.09% | −60−1.3% | Reduced |
| Leavell Investment Management, Inc. | 4,521 | $668.0K | 0.05% | −104−2.2% | Reduced |
| Lifeworks Advisors, LLC | 4,514 | $666.9K | 0.38% | −862−16.0% | Reduced |
| Ervin Investment Management, LLC | 4,505 | $665.7K | 0.61% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,503 | $665.3K | 0.28% | +17+0.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 4,500 | $664.7K | 0.02% | +1,500+50.0% | Added |
| Schulhoff & Co Inc | 4,490 | $663.4K | 0.31% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,483 | $662.4K | 0.06% | −44−1.0% | Reduced |
| Hilltop Holdings Inc. | 4,470 | $660.3K | 0.09% | +134+3.1% | Added |
| Great Valley Advisor Group, Inc. | 4,443 | $656.2K | 0.03% | +1,401+46.1% | Added |
| Wedmont Private Capital | 4,361 | $655.0K | 0.10% | −78−1.8% | Reduced |
| Legacy Advisors, LLC | 4,427 | $654.1K | 0.12% | +175+4.1% | Added |
| CFO4Life, L.P. | 4,426 | $654.0K | 0.14% | +4,426 | New |
| CFO4Life Group, LLC | 4,426 | $654.0K | 0.14% | +4,426 | New |
| Alhambra Investment Partners LLC | 4,418 | $652.8K | 0.48% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,403 | $650.5K | 0.28% | +6+0.1% | Added |
| RFP Financial Group LLC | 4,383 | $647.6K | 0.29% | +4,383 | New |
| Capital Investment Advisors, LLC | 4,369 | $646.0K | 0.02% | +893+25.7% | Added |
| RB Capital Management, LLC | 4,367 | $645.3K | 0.24% | −23−0.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,364 | $645.0K | 0.47% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,353 | $643.2K | 0.32% | 00.0% | Unchanged |
| 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 |