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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 3,391 | $501.0K | 0.26% | +3,391 | New |
| Horizon Wealth Management, LLC | 3,351 | $495.1K | 0.40% | +32+1.0% | Added |
| RMB Capital Management, LLC | 3,332 | $492.3K | 0.02% | +69+2.1% | Added |
| Summit X, LLC | 3,549 | $492.1K | 0.14% | −131−3.6% | Reduced |
| Meridian Wealth Advisors, LLC | 3,324 | $491.1K | 0.13% | −200−5.7% | Reduced |
| Trillium Asset Management, LLC | 3,317 | $490.0K | 0.02% | −208−5.9% | Reduced |
| Hartford Financial Management Inc. | 3,306 | $488.5K | 0.13% | −56−1.7% | Reduced |
| Aquatic Capital Management LLC | 3,300 | $487.0K | 0.04% | −37,400−91.9% | Reduced |
| Tanager Wealth Management LLP | 3,296 | $487.0K | 0.13% | +304+10.2% | Added |
| Private Ocean, LLC | 3,286 | $485.4K | 0.06% | +10.0% | Added |
| Financial Management Network Inc | 3,224 | $485.3K | 0.22% | −67−2.0% | Reduced |
| SignalPoint Asset Management, LLC | 3,278 | $484.0K | 0.17% | +10.0% | Added |
| Money Concepts Capital Corp | 3,262 | $482.0K | 0.02% | +2,646+429.5% | Added |
| Carnegie Capital Asset Management, LLC | 3,251 | $480.4K | 0.02% | +150+4.8% | Added |
| Partners Group Holding AG | 3,249 | $480.0K | 0.04% | +510+18.6% | Added |
| BSW Wealth Partners | 3,250 | $480.0K | 0.10% | +978+43.0% | Added |
| Transcend Wealth Collective, LLC | 3,245 | $479.4K | 0.05% | +3,245 | New |
| Hamilton Capital, LLC | 3,239 | $478.6K | 0.03% | +3,239 | New |
| Hoylecohen, LLC | 3,238 | $478.3K | 0.05% | +102+3.3% | Added |
| Cable Hill Partners, LLC | 3,235 | $478.0K | 0.09% | +207+6.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,230 | $477.3K | 0.11% | +154+5.0% | Added |
| Old Mission Investment Co LLC | 3,228 | $477.0K | 0.20% | +28+0.9% | Added |
| Tompkins Financial Corp | 3,216 | $475.0K | 0.08% | −60−1.8% | Reduced |
| Factorial Partners, LLC | 3,200 | $472.8K | 0.36% | 00.0% | Unchanged |
| Burney Co | 3,195 | $472.1K | 0.02% | −1,574−33.0% | Reduced |
| Beacon Investment Advisors LLC | 3,189 | $471.3K | 0.39% | +3,189 | New |
| St. James Investment Advisors, LLC | 3,182 | $470.1K | 0.86% | +113+3.7% | Added |
| Summit Global Investments | 3,174 | $469.0K | 0.04% | +34+1.1% | Added |
| Ridgewood Investments LLC | 3,174 | $469.0K | 0.34% | −231−6.8% | Reduced |
| Aspen Investment Management Inc | 3,158 | $467.0K | 0.31% | −100−3.1% | Reduced |
| Doliver Advisors, LP | 3,160 | $466.9K | 0.15% | −65−2.0% | Reduced |
| Clean Yield Group | 3,132 | $462.8K | 0.20% | −35−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,128 | $462.2K | 0.05% | −44−1.4% | Reduced |
| Magnus Financial Group LLC | 3,107 | $459.1K | 0.07% | −220−6.6% | Reduced |
| Herold Advisors, Inc. | 3,101 | $458.1K | 0.19% | +10.0% | Added |
| Aspen Wealth Strategies, LLC | 3,098 | $457.8K | 0.37% | +3,098 | New |
| Westmount Partners, LLC | 3,087 | $456.1K | 0.24% | +3,087 | New |
| Advisor Resource Council | 3,085 | $455.8K | 0.27% | −15−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,079 | $454.9K | 0.07% | −579−15.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,071 | $453.7K | 0.39% | −45−1.4% | Reduced |
| Outlook Wealth Advisors, LLC | 3,069 | $453.5K | 0.22% | +177+6.1% | Added |
| Shufro Rose & Co LLC | 3,061 | $452.3K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,060 | $452.1K | 0.04% | +428+16.3% | Added |
| Acima Private Wealth, LLC | 3,057 | $451.7K | 0.23% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,055 | $451.3K | 0.04% | +4+0.1% | Added |
| FirstPurpose Wealth LLC | 3,048 | $450.3K | 0.25% | +79+2.7% | Added |
| Perpetual Investment Management Ltd | 3,045 | $449.9K | 0.05% | −112−3.5% | Reduced |
| Borer Denton & Associates, Inc. | 3,045 | $449.9K | 0.20% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,042 | $449.5K | 0.31% | −803−20.9% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $449.5K | 0.17% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,029 | $447.5K | 0.05% | +90+3.1% | Added |
| Kula Investments, LLC | 3,023 | $446.6K | 0.16% | +3,023 | New |
| Accredited Investors Inc. | 3,016 | $445.7K | 0.04% | −66−2.1% | Reduced |
| Phoenix Wealth Advisors | 3,005 | $444.0K | 0.27% | +161+5.7% | Added |
| Legacy Wealth Management, LLC | 3,000 | $443.3K | 0.26% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,000 | $443.3K | 0.14% | +3,000 | New |
| Centennial Bank | 3,000 | $443.3K | 0.25% | +3,000 | New |
| Citizens National Bank Trust Department | 2,995 | $443.0K | 0.12% | −450−13.1% | Reduced |
| Altfest L J & Co Inc | 2,980 | $440.0K | 0.07% | −101−3.3% | Reduced |
| ERn Financial, LLC | 2,975 | $439.6K | 0.10% | +16+0.5% | Added |
| VeraBank, N.A. | 2,964 | $437.9K | 0.22% | +31+1.1% | Added |
| Sompo Asset Management Co., Ltd. | 2,960 | $437.3K | 0.10% | +30+1.0% | Added |
| Green Harvest Asset Management LLC | 2,960 | $437.3K | 0.02% | +2,960 | New |
| Bristol John W & Co Inc | 2,939 | $434.2K | 0.01% | −481−14.1% | Reduced |
| Athena Investment Management | 2,918 | $431.1K | 0.32% | +91+3.2% | Added |
| Cambridge Advisors Inc. | 2,910 | $430.0K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,904 | $428.0K | 0.01% | −734−20.2% | Reduced |
| WMS Partners, LLC | 2,893 | $427.4K | 0.04% | −81−2.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,888 | $426.7K | 0.04% | +40+1.4% | Added |
| Plancorp, LLC | 2,886 | $426.4K | 0.03% | −66−2.2% | Reduced |
| Twin Lakes Capital Management, LLC | 2,885 | $426.3K | 0.33% | +4+0.1% | Added |
| Regatta Capital Group, LLC | 2,884 | $426.1K | 0.15% | +252+9.6% | Added |
| Indiana Trust & Investment Management CO | 2,882 | $426.0K | 0.24% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,873 | $424.0K | 0.05% | −789−21.5% | Reduced |
| Mezzasalma Advisors, LLC | 2,865 | $423.4K | 0.37% | −608−17.5% | Reduced |
| McIlrath & Eck, LLC | 2,852 | $421.4K | 0.11% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,847 | $420.6K | 0.00% | −1,835−39.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,345 | $419.0K | 0.03% | −39−1.6% | Reduced |
| Abbrea Capital, LLC | 2,834 | $418.7K | 0.08% | −65−2.2% | Reduced |
| MayTech Global Investments, LLC | 2,832 | $418.4K | 0.14% | 00.0% | Unchanged |
| Asset Management Corp | 2,810 | $415.2K | 0.35% | +2+0.1% | Added |
| Marietta Investment Partners LLC | 2,800 | $413.7K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,800 | $413.7K | 0.04% | +2,800 | New |
| Kearns & Associates LLC | 2,800 | $413.7K | 0.44% | +2,800 | New |
| American National Bank | 2,787 | $412.0K | 0.08% | +2,045+275.6% | Added |
| MidWestOne Financial Group, Inc. | 2,786 | $411.6K | 0.10% | +600+27.4% | Added |
| Matrix Asset Advisors Inc | 2,778 | $410.4K | 0.06% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,771 | $409.4K | 0.05% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,760 | $408.0K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,759 | $407.6K | 0.05% | +12+0.4% | Added |
| Capital Analysts, LLC | 2,731 | $404.0K | 0.02% | −35−1.3% | Reduced |
| V Wealth Advisors LLC | 2,730 | $403.3K | 0.08% | +440+19.2% | Added |
| North Star Investment Management Corp. | 2,729 | $403.3K | 0.04% | +40+1.5% | Added |
| Laidlaw Wealth Management LLC | 2,725 | $402.6K | 0.09% | +2+0.1% | Added |
| McLean Asset Management Corp | 2,718 | $401.6K | 0.14% | +48+1.8% | Added |
| Pendal Group Limited | 2,716 | $401.3K | 0.00% | −2,237−45.2% | Reduced |
| Guyasuta Investment Advisors Inc | 2,705 | $399.7K | 0.03% | −3,350−55.3% | Reduced |
| Monetary Management Group Inc | 2,700 | $398.9K | 0.12% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,694 | $398.0K | 0.38% | −15−0.6% | Reduced |
| First Citizens Bank & Trust Co | 2,698 | $398.0K | 0.01% | −2,619−49.3% | Reduced |