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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 2,698 | $398.0K | 0.22% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,690 | $397.4K | 0.02% | −120−4.3% | Reduced |
| Tradition Wealth Management, LLC | 2,689 | $397.0K | 0.06% | +7+0.3% | Added |
| Garrison Asset Management, LLC | 2,681 | $396.1K | 0.26% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,676 | $395.4K | 0.14% | 00.0% | Unchanged |
| Castleark Management LLC | 2,675 | $395.2K | 0.02% | −20,300−88.4% | Reduced |
| Riverbridge Partners LLC | 2,673 | $395.0K | 0.01% | −675−20.2% | Reduced |
| Kozak & Associates, Inc. | 2,673 | $395.0K | 0.20% | +7+0.3% | Added |
| Hunter Associates Investment Management LLC | 2,667 | $394.0K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,662 | $393.3K | 0.05% | 00.0% | Unchanged |
| TCWP LLC | 2,647 | $391.1K | 0.08% | +910+52.4% | Added |
| My Legacy Advisors, LLC | 2,178 | $389.6K | 0.17% | +61+2.9% | Added |
| Titleist Asset Management, Ltd. | 2,625 | $387.9K | 0.09% | +100+4.0% | Added |
| Ballast Advisors LLC | 2,621 | $387.3K | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,612 | $385.9K | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,609 | $385.5K | 0.04% | −10.0% | Reduced |
| Merrion Investment Management Co, LLC | 2,601 | $384.3K | 0.36% | −180−6.5% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $384.1K | 0.12% | −125−4.6% | Reduced |
| LGT Fund Management Co Ltd. | 2,600 | $384.1K | 0.17% | 00.0% | Unchanged |
| G&S Capital LLC | 2,600 | $384.1K | 0.17% | −16,944−86.7% | Reduced |
| Webster Bank, N. A. | 2,598 | $384.0K | 0.05% | 00.0% | Unchanged |
| Diversified, LLC | 2,596 | $383.5K | 0.15% | +2,596 | New |
| CBOE Vest Financial, LLC | 2,593 | $383.1K | 0.06% | +2,593 | New |
| Global Trust Asset Management, LLC | 2,579 | $381.0K | 0.19% | +863+50.3% | Added |
| Traphagen Investment Advisors LLC | 2,568 | $379.5K | 0.06% | +1,508+142.3% | Added |
| Solitude Financial Services | 2,560 | $378.2K | 0.26% | +30+1.2% | Added |
| Duncker Streett & Co Inc | 2,550 | $376.8K | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,534 | $374.3K | 0.05% | +305+13.7% | Added |
| Keating Investment Counselors Inc | 2,530 | $373.8K | 0.15% | +2,530 | New |
| Voya Financial Advisors, Inc. | 2,535 | $373.5K | 0.05% | −196−7.2% | Reduced |
| Lebenthal Global Advisors, LLC | 2,509 | $370.7K | 0.12% | +2,509 | New |
| Strategic Blueprint, LLC | 2,509 | $370.6K | 0.04% | −49−1.9% | Reduced |
| Northstar Asset Management LLC | 2,506 | $370.3K | 0.12% | +25+1.0% | Added |
| Palogic Value Management, L.P. | 2,506 | $370.3K | 0.19% | +2,506 | New |
| Venturi Wealth Management, LLC | 2,500 | $369.4K | 0.03% | −914−26.8% | Reduced |
| Atticus Wealth Management, LLC | 2,500 | $369.4K | 0.15% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,500 | $369.4K | 0.21% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $369.4K | 0.29% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,500 | $369.0K | 0.03% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $368.0K | 0.23% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,488 | $367.6K | 0.23% | +10+0.4% | Added |
| Sippican Capital Advisors | 2,478 | $366.0K | 0.35% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,477 | $366.0K | 0.25% | −89−3.5% | Reduced |
| Mayflower Financial Advisors, LLC | 2,473 | $365.4K | 0.05% | +28+1.1% | Added |
| Eudaimonia Partners, LLC | 2,465 | $364.2K | 0.09% | −13−0.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $363.0K | 0.50% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,456 | $362.9K | 0.08% | +30+1.2% | Added |
| Spire Wealth Management | 2,448 | $362.0K | 0.02% | +770+45.9% | Added |
| Adirondack Trust Co | 2,449 | $361.8K | 0.19% | +144+6.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $360.4K | 0.06% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,439 | $360.3K | 0.07% | −19−0.8% | Reduced |
| Clear Street Markets LLC | 2,435 | $360.0K | 0.07% | −3,854−61.3% | Reduced |
| Quent Capital, LLC | 2,436 | $360.0K | 0.07% | +1,212+99.0% | Added |
| Integrated Advisors Network LLC | 2,432 | $359.4K | 0.02% | +53+2.2% | Added |
| Tobam | 2,430 | $359.0K | 0.02% | −151−5.9% | Reduced |
| Confluence Investment Management LLC | 2,421 | $358.0K | 0.01% | +21+0.9% | Added |
| Versor Investments LP | 2,419 | $357.4K | 0.03% | −5,790−70.5% | Reduced |
| Weaver Consulting Group | 2,415 | $356.8K | 0.18% | +66+2.8% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $356.1K | 0.14% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $355.5K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,397 | $354.2K | 0.05% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,393 | $353.6K | 0.12% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,390 | $353.1K | 0.20% | +700+41.4% | Added |
| Westbourne Investment Advisors, Inc. | 2,388 | $353.0K | 0.18% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,361 | $348.8K | 0.19% | +243+11.5% | Added |
| EverSource Wealth Advisors, LLC | 2,351 | $347.4K | 0.05% | +1,209+105.9% | Added |
| Guardian Wealth Advisors, LLC | 2,345 | $346.5K | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 2,335 | $345.0K | 0.03% | +125+5.7% | Added |
| Patten Group, Inc. | 2,330 | $344.3K | 0.11% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,323 | $343.2K | 0.20% | −4,539−66.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,322 | $343.0K | 0.02% | −171−6.9% | Reduced |
| Round Hill Asset Management | 2,317 | $342.3K | 0.21% | −205−8.1% | Reduced |
| Cadent Capital Advisors, LLC | 2,312 | $341.5K | 0.20% | +2+0.1% | Added |
| Bangor Savings Bank | 2,308 | $341.0K | 0.04% | −159−6.4% | Reduced |
| Security National Bank of So Dak | 2,300 | $340.0K | 0.25% | +800+53.3% | Added |
| Mechanics Bank Trust Department | 2,300 | $339.8K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,300 | $339.8K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $339.8K | 0.24% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,300 | $339.8K | 0.13% | +100+4.5% | Added |
| Covenant Asset Management, LLC | 2,300 | $339.8K | 0.12% | +2,300 | New |
| Wealthcare Advisory Partners LLC | 2,299 | $339.7K | 0.02% | +364+18.8% | Added |
| Sage Private Wealth Group, LLC | 2,294 | $339.1K | 0.40% | +10.0% | Added |
| M&R Capital Management Inc | 2,294 | $339.0K | 0.09% | −2−0.1% | Reduced |
| HFG Advisors, Inc. | 2,292 | $338.6K | 0.40% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,288 | $338.0K | 0.25% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,282 | $337.2K | 0.09% | +293+14.7% | Added |
| Geller Advisors LLC | 2,277 | $336.5K | 0.06% | +10+0.4% | Added |
| Marino, Stram & Associates LLC | 2,276 | $336.3K | 0.11% | −48−2.1% | Reduced |
| Wealth Architects, LLC | 2,275 | $336.1K | 0.06% | −37−1.6% | Reduced |
| Princeton Global Asset Management LLC | 2,267 | $335.0K | 0.11% | 00.0% | Unchanged |
| Essex Savings Bank | 2,264 | $334.5K | 0.12% | +18+0.8% | Added |
| Missouri Trust & Investment Co | 2,260 | $334.0K | 0.20% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $333.8K | 0.17% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,257 | $333.5K | 0.21% | +77+3.5% | Added |
| Fort Washington Investment Advisors Inc | 2,250 | $332.0K | 0.00% | −228−9.2% | Reduced |
| Oak Asset Management, LLC | 2,246 | $331.8K | 0.15% | −13−0.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,243 | $331.0K | 0.02% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,240 | $331.0K | 0.21% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,221 | $328.2K | 0.25% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,218 | $327.7K | 0.07% | +2,218 | New |