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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 4,339 | $641.0K | 0.96% | +14+0.3% | Added |
| Saxon Interests, Inc. | 4,256 | $640.1K | 0.37% | +73+1.7% | Added |
| GFG Capital, LLC | 4,323 | $638.7K | 0.14% | −52−1.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,316 | $637.7K | 0.47% | +8+0.2% | Added |
| Cypress Wealth Services, LLC | 4,313 | $637.2K | 0.20% | +38+0.9% | Added |
| YorkBridge Wealth Partners, LLC | 4,312 | $637.1K | 0.16% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,274 | $631.5K | 0.11% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,273 | $631.4K | 0.56% | −89−2.0% | Reduced |
| TNF LLC | 3,575 | $630.9K | 0.29% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 4,252 | $628.2K | 0.34% | +4,252 | New |
| Journey Strategic Wealth LLC | 4,247 | $627.5K | 0.07% | +1,076+33.9% | Added |
| Vista Wealth Management Group, LLC | 4,224 | $624.1K | 0.08% | +2,013+91.0% | Added |
| Wellington Shields & Co., LLC | 4,220 | $623.5K | 0.14% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,218 | $623.2K | 0.07% | +4,218 | New |
| Heritage Wealth Advisors | 4,209 | $621.8K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 4,206 | $621.5K | 0.07% | −126−2.9% | Reduced |
| Twelve Points Wealth Management LLC | 4,203 | $621.0K | 0.42% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,190 | $619.1K | 0.07% | −465−10.0% | Reduced |
| First Western Trust Bank | 4,190 | $619.1K | 0.04% | +795+23.4% | Added |
| Meridian Wealth Management, LLC | 4,178 | $617.3K | 0.06% | −265−6.0% | Reduced |
| Evermay Wealth Management LLC | 4,153 | $613.6K | 0.12% | −43−1.0% | Reduced |
| Y.D. More Investments Ltd | 4,161 | $612.9K | 0.17% | +4,161 | New |
| Equitable Holdings, Inc. | 4,136 | $611.1K | 0.01% | −567−12.1% | Reduced |
| Benin Management CORP | 4,132 | $610.5K | 0.25% | +400+10.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,119 | $608.6K | 0.43% | 00.0% | Unchanged |
| Summit Financial Group Inc | 4,110 | $608.0K | 0.24% | +660+19.1% | Added |
| Prospera Financial Services Inc | 4,064 | $600.5K | 0.03% | +65+1.6% | Added |
| Old National Bancorp | 4,053 | $599.0K | 0.02% | −443−9.9% | Reduced |
| Baldwin Investment Management, LLC | 4,030 | $595.4K | 0.11% | +10+0.2% | Added |
| Federated Hermes, Inc. | 4,015 | $593.2K | 0.00% | −15,145−79.0% | Reduced |
| Parsec Financial Management, Inc. | 4,002 | $591.3K | 0.03% | +916+29.7% | Added |
| Salem Investment Counselors Inc | 4,002 | $591.3K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,997 | $590.6K | 0.02% | +234+6.2% | Added |
| Centerpoint Advisors, LLC | 3,993 | $590.0K | 0.28% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,978 | $587.8K | 0.02% | −3,063−43.5% | Reduced |
| Aspire Private Capital, LLC | 3,972 | $586.8K | 0.21% | +78+2.0% | Added |
| Focus Financial Network, Inc. | 3,965 | $585.8K | 0.05% | −33−0.8% | Reduced |
| Delta Investment Management, LLC | 3,962 | $585.4K | 0.19% | +67+1.7% | Added |
| Oakworth Capital, Inc. | 3,952 | $583.9K | 0.06% | +12+0.3% | Added |
| Wesbanco Bank Inc | 3,947 | $583.0K | 0.03% | +744+23.2% | Added |
| SeaCrest Wealth Management, LLC | 3,939 | $582.0K | 0.08% | +2+0.1% | Added |
| Thoroughbred Financial Services, LLC | 3,926 | $580.0K | 0.09% | +2+0.1% | Added |
| Townsend & Associates, Inc | 3,184 | $577.4K | 0.29% | +3,184 | New |
| Culbertson A N & Co Inc | 3,865 | $571.1K | 0.12% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,865 | $571.0K | 0.11% | −98−2.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,868 | $571.0K | 0.22% | +3,868 | New |
| First National Bank of Hutchinson | 3,851 | $569.0K | 0.48% | +19+0.5% | Added |
| Zeke Capital Advisors, LLC | 3,845 | $568.1K | 0.04% | +381+11.0% | Added |
| Harvest Fund Management Co., Ltd | 3,839 | $567.0K | 0.15% | −2,732−41.6% | Reduced |
| Somerville Kurt F | 3,825 | $565.1K | 0.11% | 00.0% | Unchanged |
| CX Institutional | 3,823 | $564.8K | 0.03% | +444+13.1% | Added |
| MTM Investment Management, LLC | 3,822 | $564.7K | 0.29% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,809 | $562.8K | 0.34% | −115−2.9% | Reduced |
| GYL Financial Synergies, LLC | 3,805 | $562.2K | 0.12% | −607−13.8% | Reduced |
| Sutton Wealth Advisors Inc. | 3,804 | $562.0K | 0.21% | +19+0.5% | Added |
| Sunflower Bank, N.A. | 3,796 | $561.0K | 0.12% | −761−16.7% | Reduced |
| MCF Advisors LLC | 3,793 | $560.5K | 0.06% | +464+13.9% | Added |
| JLB & Associates Inc | 3,778 | $558.0K | 0.09% | +226+6.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,769 | $557.0K | 0.03% | +3,769 | New |
| Fukoku Mutual Life Insurance Co | 3,767 | $556.6K | 0.05% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,767 | $556.6K | 0.17% | −200−5.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,763 | $556.0K | 0.19% | +3,763 | New |
| Farmers & Merchants Investments Inc | 3,757 | $555.1K | 0.02% | +15+0.4% | Added |
| Pearl River Capital, LLC | 3,750 | $554.1K | 0.09% | −11,250−75.0% | Reduced |
| Congress Wealth Management LLC | 3,733 | $551.7K | 0.01% | +131+3.6% | Added |
| First City Capital Management, Inc. | 3,678 | $543.4K | 0.33% | −20−0.5% | Reduced |
| Gitterman Wealth Management, LLC | 3,670 | $542.2K | 0.27% | −22−0.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,666 | $541.6K | 0.16% | 00.0% | Unchanged |
| Aries Wealth Management | 3,664 | $541.4K | 0.23% | −61−1.6% | Reduced |
| Kovack Advisors, Inc. | 3,663 | $541.2K | 0.08% | −447−10.9% | Reduced |
| Transform Wealth, LLC | 3,662 | $541.1K | 0.06% | +61+1.7% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $541.0K | 0.12% | 00.0% | Unchanged |
| Platform Technology Partners | 3,660 | $540.8K | 0.28% | −274−7.0% | Reduced |
| LGL Partners, LLC | 3,643 | $538.2K | 0.10% | +3+0.1% | Added |
| Hills Bank & Trust Co | 3,630 | $536.0K | 0.08% | −453−11.1% | Reduced |
| Philadelphia Trust Co | 3,607 | $533.0K | 0.06% | 00.0% | Unchanged |
| Saybrook Capital | 3,600 | $532.0K | 0.18% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,602 | $532.0K | 0.12% | +53+1.5% | Added |
| Kistler-Tiffany Companies, LLC | 3,593 | $530.9K | 0.11% | +1,643+84.3% | Added |
| Richwood Investment Advisors, LLC | 3,563 | $526.4K | 0.53% | −24−0.7% | Reduced |
| Sun Life Financial INC | 3,540 | $525.8K | 0.04% | −155−4.2% | Reduced |
| Cary Street Partners Asset Management LLC | 3,556 | $525.4K | 0.11% | 00.0% | Unchanged |
| US Asset Management LLC | 3,540 | $523.0K | 0.56% | +3,540 | New |
| Archford Capital Strategies, LLC | 3,535 | $522.3K | 0.12% | +98+2.9% | Added |
| 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 |
| OneAscent Financial Services LLC | 3,525 | $521.0K | 0.22% | +3,525 | New |
| Agate Pass Investment Management, LLC | 3,515 | $519.3K | 0.37% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,495 | $516.4K | 0.02% | +96+2.8% | Added |
| First Affirmative Financial Network | 3,481 | $514.4K | 0.62% | −51−1.4% | Reduced |
| Hanson & Doremus Investment Management | 3,480 | $514.0K | 0.11% | +970+38.6% | Added |
| DuPont Capital Management Corp | 3,475 | $513.4K | 0.02% | +593+20.6% | Added |
| Defined Wealth Management, LLC | 3,444 | $508.9K | 0.48% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,433 | $507.2K | 0.38% | −16−0.5% | Reduced |
| Brighton Jones LLC | 3,432 | $507.1K | 0.03% | −1,533−30.9% | Reduced |
| Arkadios Wealth Advisors | 3,420 | $505.4K | 0.07% | −89−2.5% | Reduced |
| Arrow Financial Corp | 3,420 | $505.0K | 0.07% | −155−4.3% | Reduced |
| Spouting Rock Asset Management, LLC | 3,407 | $503.4K | 0.37% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,404 | $503.0K | 0.46% | −111−3.2% | Reduced |
| Mirabella Financial Services LLP | 3,392 | $501.2K | 0.04% | +3,392 | New |