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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.

Institutional holdersQ4 2022: 2,008 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2022: $92.3B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2022.

Institutions holding AXP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Annex Advisory Services, LLC1,539$227.4K0.01%−198−11.4%Reduced
Walkner Condon Financial Advisors LLC1,534$226.6K0.07%+1,534New
Armstrong Shaw Associates Inc1,534$226.6K0.23%00.0%Unchanged
Enterprise Financial Services Corp1,533$226.5K0.16%+12+0.8%Added
Lafayette Investments, Inc.1,524$225.2K0.06%00.0%Unchanged
Warren Averett Asset Management, LLC1,520$224.6K0.01%+1,520New
West Family Investments, Inc.1,518$224.3K0.08%+1,518New
Hudock, Inc.1,516$224.0K0.08%−125−7.6%Reduced
CIC Wealth, LLC1,512$223.4K0.09%+1,512New
Trust Co of Virginia1,511$223.3K0.03%−18−1.2%Reduced
Mayfair Advisory Group, LLC1,483$223.0K0.28%00.0%Unchanged
NorthLanding Financial Partners, LLC1,508$223.0K0.16%−1−0.1%Reduced
Northwest Bancshares, Inc.1,509$223.0K0.04%00.0%Unchanged
MV Capital Management, Inc.1,508$222.8K0.03%+115+8.3%Added
United Bank1,505$222.4K0.03%00.0%Unchanged
Professional Advisory Services Inc1,500$222.0K0.04%00.0%Unchanged
Weybosset Research & Management LLC1,500$222.0K0.09%00.0%Unchanged
Hexagon Capital Partners LLC1,502$221.9K0.06%−204−12.0%Reduced
Wimmer Associates 1, LLC1,500$221.6K0.15%00.0%Unchanged
Northwest Wealth Management, LLC1,500$221.6K0.09%−41−2.7%Reduced
Bahl & Gaynor Inc1,496$221.1K0.00%+1,496New
Mengis Capital Management, Inc.1,500$221.0K0.05%00.0%Unchanged
Sierra Capital LLC1,499$221.0K0.04%+170+12.8%Added
Olistico Wealth, LLC1,493$220.6K0.24%+1,493New
OneAscent Wealth Management LLC1,492$220.0K0.10%+1,492New
Delta Asset Management LLC1,486$219.6K0.02%00.0%Unchanged
Humankind Investments LLC1,485$219.4K0.10%+1,485New
City Holding Co1,481$218.8K0.04%00.0%Unchanged
Five Oceans Advisors1,469$217.0K0.15%−137−8.5%Reduced
Intrust Bank NA1,466$216.6K0.03%+1,466New
Peterson Wealth Services1,464$216.3K0.12%+1,464New
Stonebridge Capital Management Inc1,460$216.0K0.10%−1,000−40.7%Reduced
Thrive Wealth Management, LLC1,461$215.8K0.06%+1,461New
Westover Capital Advisors, LLC1,460$215.7K0.09%−50−3.3%Reduced
Davidson Trust Co1,458$215.4K0.19%+1,458New
Avestar Capital, LLC1,456$215.1K0.05%+1,456New
Hantz Financial Services, Inc.1,458$215.0K0.01%−206−12.4%Reduced
Lineweaver Wealth Advisors, LLC1,454$214.8K0.07%−165−10.2%Reduced
Amplius Wealth Advisors, LLC1,453$214.7K0.03%+1,453New
Cozad Asset Management Inc1,450$214.2K0.03%+1,450New
Hall Laurie J Trustee1,449$214.0K0.10%00.0%Unchanged
Motco1,445$213.5K0.02%−717−33.2%Reduced
Roberts Wealth Advisors, LLC1,450$213.3K0.10%+1,450New
East Coast Asset Management, LLC.1,442$213.1K0.11%+1,442New
CVA Family Office, LLC1,440$212.8K0.05%+220+18.0%Added
Drive Wealth Management, LLC1,432$211.6K0.11%+1,432New
Balboa Wealth Partners1,431$211.5K0.10%+1,431New
Fairfield, Bush & Co.1,430$211.3K0.14%+1,430New
Perennial Investment Advisors, LLC1,429$211.2K0.09%+1,429New
Garner Asset Management Corp1,429$211.0K0.10%+1,429New
City State Bank1,420$210.0K0.13%00.0%Unchanged
Centric Wealth Management1,420$209.8K0.11%+1,420New
DFPG Investments, LLC1,362$209.6K0.03%−948−41.0%Reduced
Eagle Harbor Asset Management Inc1,415$209.1K0.31%+1,415New
Probity Advisors, Inc.1,409$208.2K0.05%+1,409New
Terry L. Blaker1,404$207.4K0.02%−433−23.6%Reduced
Family Asset Management, LLC1,402$207.1K0.17%+1,402New
Middleton & Co Inc1,400$206.8K0.03%+1,400New
Sherbrooke Park Advisers LLC1,400$206.8K0.15%+1,400New
Tanglewood Legacy Advisors, LLC1,397$206.4K0.15%+1,397New
Convergence Investment Partners, LLC1,393$205.8K0.12%−102−6.8%Reduced
NewEdge Wealth, LLC1,391$205.5K0.01%−463−25.0%Reduced
Acrisure Capital Management, LLC1,389$205.2K0.23%+1,389New
State of Wyoming1,386$204.8K0.07%+545+64.8%Added
FMB Wealth Management1,384$204.5K0.26%+1,384New
Semmax Financial Advisors Inc.1,325$204.0K0.08%−60−4.3%Reduced
Shulman DeMeo Asset Management LLC1,380$203.9K0.07%+1,380New
Pacer Advisors, Inc.1,380$203.9K0.00%+157+12.8%Added
Keel Point, LLC1,380$203.9K0.03%+1,380New
Providence Capital Advisors, LLC1,377$203.5K0.05%00.0%Unchanged
Strait & Sound Wealth Management LLC1,318$202.6K0.22%+1,318New
Alan B. Lancz & Associates, Inc.1,300$202.5K0.20%00.0%Unchanged
Sebold Capital Management, Inc.1,368$202.1K0.17%+1,368New
Legacy Private Trust Co.1,365$201.7K0.02%+1,365New
Edge Wealth Management LLC1,373$201.2K0.05%+1,373New
Single Point Partners, LLC1,363$201.0K0.05%+1,363New
Houlihan Financial Resource Group, Ltd.1,357$201.0K0.12%+1,357New
Regal Investment Advisors LLC1,358$200.7K0.02%−321−19.1%Reduced
Viawealth, LLC1,331$200.2K0.16%+1,331New
HHM Wealth Advisors, LLC1,316$194.4K0.04%−55−4.0%Reduced
JFS Wealth Advisors, LLC1,299$191.9K0.02%−66−4.8%Reduced
Tortoise Investment Management, LLC1,299$191.9K0.03%−56−4.1%Reduced
Rosenberg Matthew Hamilton1,284$189.7K0.06%+52+4.2%Added
Trifecta Capital Advisors, LLC1,277$188.7K0.08%+1,277New
Pittenger & Anderson Inc1,250$184.7K0.01%+750+150.0%Added
Raleigh Capital Management Inc.1,237$182.7K0.10%+38+3.2%Added
Independence Bank of Kentucky1,230$182.0K0.08%00.0%Unchanged
SRS Capital Advisors, Inc.1,220$180.2K0.02%+63+5.4%Added
Godsey & Gibb Associates1,207$178.3K0.03%+1,207New
Atlantic Trust, LLC1,194$176.0K0.06%00.0%Unchanged
Valley National Advisers Inc1,113$171.0K0.03%−65−5.5%Reduced
Magellan Asset Management Ltd1,144$169.0K0.00%−114−9.1%Reduced
Global Financial Private Client, LLC1,132$167.3K0.09%00.0%Unchanged
Concord Wealth Partners1,090$161.0K0.05%+1,090New
Glass Jacobson Investment Advisors llc1,085$160.3K0.08%+1,085New
Bank of New Hampshire1,075$159.0K0.05%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,069$158.0K0.09%−40−3.6%Reduced
Wolff Wiese Magana LLC1,025$151.4K0.13%−414−28.8%Reduced
Close Asset Management Ltd1,001$148.0K0.01%00.0%Unchanged
Arlington Partners LLC997$147.3K0.02%+650+187.3%Added