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 |
|---|---|---|---|---|---|
| Core Wealth Partners LLC | 3,035 | $271.4K | 0.34% | +3,035 | New |
| Arista Wealth Management, LLC | 1,835 | $271.1K | 0.17% | +1,835 | New |
| Stockman Wealth Management, Inc. | 1,815 | $268.2K | 0.06% | −20−1.1% | Reduced |
| Northside Capital Management, LLC | 1,805 | $266.7K | 0.08% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,801 | $266.0K | 0.01% | +144+8.7% | Added |
| Shelton Capital Management | 1,800 | $265.9K | 0.03% | −4,737−72.5% | Reduced |
| Callan Family Office, LLC | 1,788 | $264.2K | 0.09% | +1,788 | New |
| Parsons Capital Management Inc | 1,787 | $264.1K | 0.02% | −31−1.7% | Reduced |
| KC Investment Advisors, LLC | 1,781 | $263.0K | 0.25% | −460−20.5% | Reduced |
| Comerica Securities,inc. | 1,779 | $262.8K | 0.02% | −23−1.3% | Reduced |
| BTC Capital Management, Inc. | 1,776 | $262.4K | 0.03% | +225+14.5% | Added |
| Legacy Financial Advisors, Inc. | 1,776 | $262.3K | 0.06% | +277+18.5% | Added |
| HCR Wealth Advisors | 1,775 | $262.3K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,775 | $262.0K | 0.07% | +232+15.0% | Added |
| StoneX Group Inc. | 1,765 | $261.8K | 0.03% | +110+6.6% | Added |
| Hohimer Wealth Management, LLC | 1,771 | $261.7K | 0.08% | +1,771 | New |
| Advisor OS, LLC | 1,763 | $260.5K | 0.07% | +1,763 | New |
| Wealthquest Corp | 1,762 | $260.3K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,761 | $260.2K | 0.09% | −128−6.8% | Reduced |
| LMCG Investments, LLC | 1,761 | $260.2K | 0.02% | −14−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,759 | $259.9K | 0.09% | +59+3.5% | Added |
| PDS Planning, Inc | 1,758 | $259.8K | 0.04% | +134+8.3% | Added |
| LCNB Corp | 1,757 | $259.6K | 0.12% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,750 | $258.6K | 0.05% | +200+12.9% | Added |
| Kenfarb & Co. | 1,750 | $258.6K | 0.23% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 1,748 | $258.3K | 0.05% | −202−10.4% | Reduced |
| First Financial Bank - Trust Division | 1,742 | $258.0K | 0.03% | −1,137−39.5% | Reduced |
| Buckley Wealth Management, LLC | 1,743 | $257.5K | 0.09% | −2−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,736 | $256.5K | 0.17% | +154+9.7% | Added |
| Investors Research Corp | 1,725 | $254.9K | 0.07% | −3−0.2% | Reduced |
| Jackson Wealth Management, LLC | 1,719 | $254.0K | 0.09% | −1,263−42.4% | Reduced |
| Private Portfolio Partners LLC | 1,719 | $253.9K | 0.07% | +4+0.2% | Added |
| L2 Asset Management, LLC | 1,709 | $252.5K | 0.16% | +202+13.4% | Added |
| Provence Wealth Management Group | 1,702 | $251.5K | 0.21% | +1,702 | New |
| Integrated Investment Consultants, LLC | 1,701 | $251.3K | 0.08% | −782−31.5% | Reduced |
| Princeton Capital Management LLC | 1,701 | $251.3K | 0.11% | +1,701 | New |
| Aire Advisors, LLC | 1,699 | $251.2K | 0.08% | −148−8.0% | Reduced |
| Fagan Associates, Inc. | 1,700 | $251.2K | 0.07% | −25−1.4% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $251.2K | 0.01% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,700 | $251.2K | 0.07% | +1,700 | New |
| Rede Wealth, LLC | 1,699 | $251.0K | 0.14% | −453−21.1% | Reduced |
| Kolinsky Wealth Management, LLC | 1,699 | $251.0K | 0.29% | −22−1.3% | Reduced |
| Sittner & Nelson, LLC | 1,693 | $250.2K | 0.15% | +2+0.1% | Added |
| Axq Capital, LP | 1,692 | $250.0K | 0.17% | +1,692 | New |
| Ausdal Financial Partners, Inc. | 1,688 | $249.4K | 0.04% | −188−10.0% | Reduced |
| Monticello Wealth Management, LLC | 1,686 | $249.0K | 0.03% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,682 | $249.0K | 0.23% | +25+1.5% | Added |
| Davis R M Inc | 1,676 | $248.0K | 0.01% | −610−26.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,676 | $247.7K | 0.03% | −287−14.6% | Reduced |
| Michael B. Yongue | 1,675 | $247.5K | 0.23% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,675 | $247.5K | 0.04% | +100+6.3% | Added |
| Blue Fin Capital, Inc. | 1,674 | $247.3K | 0.09% | −13−0.8% | Reduced |
| NFP Retirement, Inc. | 1,671 | $246.8K | 0.05% | +1+0.1% | Added |
| Paul Damon & Associates, Inc. | 1,669 | $246.6K | 0.20% | +1,669 | New |
| Blume Capital Management, Inc. | 1,663 | $245.7K | 0.08% | −300−15.3% | Reduced |
| Eagle Bay Advisors LLC | 1,661 | $245.4K | 0.14% | −130−7.3% | Reduced |
| Virtue Capital Management, LLC | 1,655 | $244.5K | 0.04% | −34−2.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,654 | $244.4K | 0.02% | +1,654 | New |
| Flagship Private Wealth, LLC | 1,654 | $244.4K | 0.23% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,653 | $244.2K | 0.05% | −25−1.5% | Reduced |
| Hemington Wealth Management | 1,658 | $244.0K | 0.10% | +29+1.8% | Added |
| Lindbrook Capital, LLC | 1,643 | $242.8K | 0.03% | +405+32.7% | Added |
| Schubert & Co | 1,637 | $241.9K | 0.22% | +17+1.0% | Added |
| JNBA Financial Advisors | 1,635 | $241.6K | 0.03% | −700−30.0% | Reduced |
| First Business Financial Services, Inc. | 1,630 | $241.0K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,630 | $240.8K | 0.03% | −6−0.4% | Reduced |
| Rockbridge Investment Management, LCC | 1,624 | $239.9K | 0.05% | +1,624 | New |
| Windsor Group LTD | 1,590 | $239.0K | 0.05% | +4+0.3% | Added |
| Acorn Wealth Advisors, LLC | 1,610 | $238.0K | 0.18% | +24+1.5% | Added |
| Advisory Alpha, LLC | 1,606 | $237.3K | 0.02% | −180−10.1% | Reduced |
| CWA Asset Management Group, LLC | 1,600 | $236.4K | 0.02% | +34+2.2% | Added |
| Puzo Michael J | 1,600 | $236.4K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $236.4K | 0.03% | 00.0% | Unchanged |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,600 | $236.3K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $236.0K | 0.14% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,594 | $235.5K | 0.12% | −736−31.6% | Reduced |
| Baker Boyer National Bank | 1,593 | $235.4K | 0.10% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,359 | $235.3K | 0.21% | +1,359 | New |
| Laird Norton Trust Company, LLC | 1,592 | $235.2K | 0.03% | +1,592 | New |
| Independent Solutions Wealth Management, LLC | 1,590 | $234.9K | 0.07% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,587 | $234.5K | 0.15% | +1,587 | New |
| McElhenny Sheffield Capital Management, LLC | 1,594 | $234.2K | 0.11% | +15+0.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,582 | $233.7K | 0.10% | +3+0.2% | Added |
| Elevated Capital Advisors, LLC | 1,580 | $233.5K | 0.09% | −4−0.3% | Reduced |
| FourThought Financial Partners, LLC | 1,577 | $233.0K | 0.03% | +1,577 | New |
| Bridgewater Associates, LP | 1,575 | $232.7K | 0.00% | +1,575 | New |
| Capital Asset Advisory Services LLC | 1,571 | $232.7K | 0.02% | −23−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $232.1K | 0.03% | +1,571 | New |
| Heritage Investment Group, Inc. | 1,572 | $232.0K | 0.07% | −498−24.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,568 | $231.8K | 0.07% | +1,568 | New |
| Legacy Financial Strategies, LLC | 1,566 | $231.4K | 0.10% | 00.0% | Unchanged |
| Forte Capital LLC | 1,563 | $230.9K | 0.04% | +48+3.2% | Added |
| Stanley-Laman Group, Ltd. | 1,558 | $230.2K | 0.04% | +1,558 | New |
| Reliant Investment Management, LLC | 1,556 | $229.9K | 0.14% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,556 | $229.9K | 0.03% | +1,556 | New |
| Great Diamond Partners, LLC | 1,555 | $229.8K | 0.07% | +12+0.8% | Added |
| Proficio Capital Partners LLC | 1,549 | $229.7K | 0.04% | +43+2.9% | Added |
| Vivaldi Capital Management, LLC | 1,526 | $229.5K | 0.06% | +49+3.3% | Added |
| Kelman-Lazarov, Inc. | 1,550 | $229.0K | 0.06% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,548 | $229.0K | 0.02% | +1,548 | New |