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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 2,213 | $327.0K | 0.02% | −15−0.7% | Reduced |
| Sunburst Financial Group, LLC | 2,212 | $326.8K | 0.13% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,200 | $325.1K | 0.07% | +100+4.8% | Added |
| Pettyjohn, Wood & White, Inc | 2,203 | $325.0K | 0.08% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $325.0K | 0.02% | +500+29.4% | Added |
| Childress Capital Advisors, LLC | 2,195 | $324.3K | 0.11% | −81−3.6% | Reduced |
| First Personal Financial Services | 2,194 | $324.2K | 0.09% | −500−18.6% | Reduced |
| Next Level Private LLC | 2,151 | $323.5K | 0.24% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,189 | $323.4K | 0.06% | −31−1.4% | Reduced |
| Richard W. Paul & Associates, LLC | 2,184 | $322.6K | 0.16% | +2,184 | New |
| Rossmore Private Capital | 2,179 | $321.9K | 0.05% | +240+12.4% | Added |
| Glassman Wealth Services | 2,177 | $321.7K | 0.06% | +151+7.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,172 | $320.9K | 0.00% | 00.0% | Unchanged |
| Resolute Financial, LLC | 2,168 | $320.3K | 0.27% | +300+16.1% | Added |
| Avantax Planning Partners, Inc. | 2,168 | $320.3K | 0.01% | +151+7.5% | Added |
| Fox Run Management, L.L.C. | 2,155 | $318.4K | 0.13% | −6,181−74.1% | Reduced |
| Greylin Investment Mangement Inc | 2,150 | $317.7K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,147 | $317.1K | 0.08% | +199+10.2% | Added |
| Fulton Breakefield Broenniman LLC | 2,141 | $316.4K | 0.03% | +32+1.5% | Added |
| Cornerstone Wealth Group, LLC | 2,139 | $316.0K | 0.06% | −363−14.5% | Reduced |
| Donaldson Capital Management, LLC | 2,139 | $316.0K | 0.02% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,132 | $315.0K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 2,117 | $312.8K | 0.18% | +2,117 | New |
| StrategIQ Financial Group, LLC | 2,111 | $311.9K | 0.04% | +3+0.1% | Added |
| HC Advisors, LLC | 2,109 | $311.7K | 0.21% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,104 | $310.9K | 0.18% | −50−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,095 | $309.5K | 0.05% | +23+1.1% | Added |
| Avidian Wealth Solutions, LLC | 2,092 | $309.0K | 0.02% | +2,092 | New |
| 9258 Wealth Management, LLC | 2,091 | $309.0K | 0.07% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,090 | $308.8K | 0.17% | −175−7.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,085 | $308.1K | 0.13% | −27−1.3% | Reduced |
| Toth Financial Advisory Corp | 2,080 | $307.3K | 0.05% | −77−3.6% | Reduced |
| Physicians Financial Services, Inc. | 2,070 | $306.0K | 0.14% | +50+2.5% | Added |
| Edmond de Rothschild Holding S.A. | 2,070 | $305.8K | 0.01% | +115+5.9% | Added |
| Waddell & Associates, LLC | 2,064 | $304.9K | 0.05% | +13+0.6% | Added |
| Whitener Capital Management, Inc. | 2,060 | $304.4K | 0.13% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,053 | $303.3K | 0.24% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,050 | $303.0K | 0.18% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,048 | $303.0K | 0.11% | +42+2.1% | Added |
| Financial Advocates Investment Management | 2,050 | $302.9K | 0.02% | −183−8.2% | Reduced |
| Charles Schwab Trust Co | 2,050 | $302.9K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 2,044 | $302.0K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,039 | $301.3K | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,035 | $300.7K | 0.04% | +152+8.1% | Added |
| Trellis Advisors, LLC | 2,032 | $300.2K | 0.16% | +154+8.2% | Added |
| Central Bank & Trust Co | 2,032 | $300.2K | 0.06% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,030 | $299.9K | 0.09% | +4+0.2% | Added |
| BDO Wealth Advisors, LLC | 2,029 | $299.8K | 0.04% | −58−2.8% | Reduced |
| RMR Wealth Builders | 2,023 | $298.9K | 0.07% | +374+22.7% | Added |
| Allred Capital Management, LLC | 2,020 | $298.5K | 0.16% | +251+14.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,964 | $297.8K | 0.14% | +125+6.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,015 | $297.6K | 0.03% | +49+2.5% | Added |
| Cypress Capital Group | 2,010 | $297.0K | 0.04% | −29−1.4% | Reduced |
| Machina Capital S.A.S. | 2,007 | $296.5K | 0.55% | −1,526−43.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $296.0K | 0.21% | 00.0% | Unchanged |
| Winton Group Ltd | 2,003 | $295.9K | 0.02% | −4,412−68.8% | Reduced |
| Level Four Advisory Services, LLC | 2,002 | $295.8K | 0.02% | +29+1.5% | Added |
| Mountain Pacific Investment Advisers Inc | 2,000 | $295.5K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $295.5K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $295.5K | 0.45% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,000 | $295.0K | 0.03% | −14−0.7% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $295.0K | 0.29% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,993 | $294.0K | 0.05% | +34+1.7% | Added |
| Dynamic Advisor Solutions LLC | 1,983 | $293.0K | 0.02% | −427−17.7% | Reduced |
| First National Bank | 1,978 | $292.3K | 0.25% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,971 | $291.2K | 0.01% | +1,971 | New |
| Dearborn Partners LLC | 1,963 | $290.0K | 0.01% | −95−4.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,962 | $290.0K | 0.25% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,958 | $289.3K | 0.06% | −518−20.9% | Reduced |
| Keystone Financial Services | 1,645 | $287.8K | 0.15% | +32+2.0% | Added |
| Riverwater Partners LLC | 1,946 | $287.5K | 0.25% | +202+11.6% | Added |
| Allen Investment Management LLC | 1,941 | $286.8K | 0.00% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,940 | $286.6K | 0.08% | −300−13.4% | Reduced |
| Independent Family Office, LLC | 1,932 | $285.5K | 0.17% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,930 | $285.2K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,927 | $284.7K | 0.02% | +184+10.6% | Added |
| Aua Capital Management, LLC | 1,915 | $282.9K | 0.19% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,912 | $282.6K | 0.30% | −129−6.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,909 | $282.1K | 0.08% | +1,909 | New |
| Tillman Hartley LLC | 1,908 | $281.9K | 0.12% | +1,908 | New |
| New England Capital Financial Advisors LLC | 1,858 | $281.7K | 0.20% | +1,858 | New |
| Cairn Investment Group, Inc. | 1,900 | $281.0K | 0.21% | 00.0% | Unchanged |
| Barton Investment Management | 1,900 | $280.7K | 0.06% | −1,460−43.5% | Reduced |
| Financial Architects, Inc | 1,899 | $280.6K | 0.05% | +336+21.5% | Added |
| Signature Wealth Management Partners, LLC | 1,896 | $280.1K | 0.28% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,884 | $278.4K | 0.17% | +1,000+113.1% | Added |
| Forza Wealth Management, LLC | 1,878 | $277.5K | 0.18% | +1,878 | New |
| Brown, Lisle/Cummings, Inc. | 1,875 | $277.0K | 0.15% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,875 | $277.0K | 0.09% | +1,875 | New |
| Washington Trust Bank | 1,875 | $277.0K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,868 | $276.1K | 0.13% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,865 | $275.6K | 0.04% | +23+1.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,862 | $275.1K | 0.03% | −80−4.1% | Reduced |
| Washington Capital Management Inc | 1,862 | $275.1K | 0.25% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $274.5K | 0.03% | +1,858 | New |
| Fairbanks Capital Management, Inc. | 1,856 | $274.2K | 0.24% | −25−1.3% | Reduced |
| Thompson Investment Management, Inc. | 1,856 | $274.0K | 0.05% | −1,362−42.3% | Reduced |
| Smith, Moore & Co. | 1,851 | $273.5K | 0.04% | +253+15.8% | Added |
| 180 Wealth Advisors, LLC | 1,752 | $273.1K | 0.06% | +101+6.1% | Added |
| Ridgecrest Wealth Partners, LLC | 1,846 | $272.7K | 0.21% | 00.0% | Unchanged |