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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 988 | $146.0K | 0.06% | −825−45.5% | Reduced |
| Osterweis Capital Management Inc | 982 | $145.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 973 | $143.8K | 0.04% | +357+58.0% | Added |
| Key Financial Inc | 1,063 | $143.4K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 960 | $141.8K | 0.08% | +1+0.1% | Added |
| General Partner, Inc. | 936 | $138.3K | 0.13% | +936 | New |
| First Financial Corp | 922 | $136.2K | 0.08% | +127+16.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 915 | $135.2K | 0.05% | 00.0% | Unchanged |
| Madden Securities Corp | 900 | $133.0K | 0.07% | +900 | New |
| Orion Capital Management LLC | 899 | $132.8K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 898 | $132.7K | 0.08% | −65−6.7% | Reduced |
| Accurate Wealth Management, LLC | 865 | $131.5K | 0.05% | +865 | New |
| Harel Insurance Investments & Financial Services Ltd. | 879 | $130.0K | 0.00% | −151−14.7% | Reduced |
| Financial Connections Group, Inc. | 870 | $128.0K | 0.10% | +536+160.5% | Added |
| Legacy Bridge, LLC | 865 | $127.8K | 0.09% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $124.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 820 | $121.1K | 0.06% | +5+0.6% | Added |
| Ancora Advisors, LLC | 819 | $121.0K | 0.00% | −2−0.2% | Reduced |
| Bellwether Advisors, LLC | 814 | $120.3K | 0.03% | −2,651−76.5% | Reduced |
| Sycomore Asset Management | 816 | $120.0K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 812 | $120.0K | 0.02% | +812 | New |
| ICA Group Wealth Management, LLC | 811 | $119.8K | 0.03% | +811 | New |
| Accel Wealth Management | 809 | $119.6K | 0.06% | −705−46.6% | Reduced |
| Mascoma Wealth Management LLC | 809 | $119.5K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 805 | $119.0K | 0.00% | −4,475−84.8% | Reduced |
| 1832 Asset Management L.P. | 803 | $118.6K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 800 | $118.2K | 0.13% | +800 | New |
| Glassy Mountain Advisors, Inc. | 792 | $117.0K | 0.06% | +792 | New |
| Resurgent Financial Advisors LLC | 778 | $115.0K | 0.06% | +778 | New |
| Hillsdale Investment Management Inc. | 768 | $113.5K | 0.01% | −3,410−81.6% | Reduced |
| Archer Investment Corp | 750 | $110.8K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 747 | $110.0K | 0.13% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 720 | $106.4K | 0.01% | −5−0.7% | Reduced |
| Prestige Wealth Management Group LLC | 717 | $105.9K | 0.03% | +46+6.9% | Added |
| Pathway Financial Advisers, LLC | 715 | $105.6K | 0.04% | +715 | New |
| Cyrus J. Lawrence, LLC | 711 | $105.0K | 0.03% | +711 | New |
| Endurance Wealth Management, Inc. | 688 | $102.0K | 0.02% | −50−6.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $102.0K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 685 | $101.2K | 0.01% | +82+13.6% | Added |
| New Hampshire Trust | 675 | $99.7K | 0.03% | +675 | New |
| Logan Capital Management Inc | 665 | $98.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 659 | $97.4K | 0.04% | −5−0.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 653 | $96.5K | 0.04% | +443+211.0% | Added |
| Rock Creek Group, LP | 638 | $94.3K | 0.01% | +87+15.8% | Added |
| Norway Savings Bank | 628 | $92.8K | 0.05% | 00.0% | Unchanged |
| Savior LLC | 624 | $92.2K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 687 | $92.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 618 | $91.0K | 0.02% | −548−47.0% | Reduced |
| Nomura Holdings Inc | 598 | $88.0K | 0.00% | −73,992−99.2% | Reduced |
| Lee Financial Co | 593 | $87.6K | 0.01% | +43+7.8% | Added |
| TFC Financial Management | 591 | $87.3K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 591 | $87.3K | 0.04% | +46+8.4% | Added |
| Fortis Advisors, LLC | 588 | $86.9K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $84.2K | 0.07% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 564 | $83.3K | 0.02% | +84+17.5% | Added |
| Plante Moran Financial Advisors, LLC | 562 | $83.0K | 0.01% | +59+11.7% | Added |
| PSI Advisors, LLC | 561 | $82.9K | 0.04% | −51−8.3% | Reduced |
| Westchester Capital Management, Inc. | 560 | $82.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 548 | $80.9K | 0.03% | +548 | New |
| Core Alternative Capital | 546 | $80.7K | 0.01% | +76+16.2% | Added |
| Core Wealth Advisors, Inc. | 541 | $79.9K | 0.03% | +44+8.9% | Added |
| Slocum, Gordon & Co LLP | 533 | $78.8K | 0.05% | +533 | New |
| Heritage Wealth Management, LLC | 530 | $78.3K | 0.01% | +297+127.5% | Added |
| Canton Hathaway, LLC | 530 | $78.0K | 0.03% | −1,000−65.4% | Reduced |
| Dividend Assets Capital, LLC | 515 | $76.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 514 | $76.0K | 0.01% | +1+0.2% | Added |
| New Millennium Group LLC | 506 | $74.8K | 0.08% | 00.0% | Unchanged |
| Sageworth Trust Co | 500 | $74.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $73.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 494 | $73.0K | 0.03% | −1−0.2% | Reduced |
| Exos TFP Holdings LLC | 483 | $71.4K | 0.02% | +483 | New |
| C M Bidwell & Associates Ltd | 480 | $70.9K | 0.06% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 470 | $69.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 468 | $69.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 462 | $69.0K | 0.06% | +66+16.7% | Added |
| Register Financial Advisors LLC | 463 | $68.4K | 0.04% | +463 | New |
| Horan Securities, Inc. | 462 | $68.3K | 0.04% | +458+11,450.0% | Added |
| Cassady Schiller Wealth Management, LLC | 451 | $66.6K | 0.04% | +451 | New |
| Riggs Asset Managment Co. Inc. | 450 | $66.5K | 0.03% | −100−18.2% | Reduced |
| Riverview Trust Co | 450 | $66.0K | 0.06% | −142−24.0% | Reduced |
| Financial Freedom, LLC | 440 | $65.0K | 0.04% | +440 | New |
| Hollencrest Capital Management | 418 | $61.8K | 0.01% | +418 | New |
| Capital Advisors, Ltd. LLC | 1,040 | $61.0K | 0.01% | +887+579.7% | Added |
| Boit C F David | 400 | $59.1K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $59.1K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 400 | $59.0K | 0.02% | +2+0.5% | Added |
| Ironwood Wealth Management, Inc. | 377 | $58.4K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 392 | $57.9K | 0.02% | −29−6.9% | Reduced |
| Pinnacle Bancorp, Inc. | 370 | $55.0K | 0.02% | −50−11.9% | Reduced |
| Coastal Capital Group, Inc. | 407 | $54.9K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 370 | $54.7K | 0.03% | +370 | New |
| Creative Financial Designs Inc | 364 | $53.8K | 0.01% | −8−2.2% | Reduced |
| Northwest Investment Counselors, LLC | 361 | $53.3K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 360 | $53.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 350 | $52.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 347 | $51.3K | 0.01% | +123+54.9% | Added |
| Goodwin Investment Advisory | 315 | $46.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 302 | $44.7K | 0.01% | −349−53.6% | Reduced |
| AllSquare Wealth Management LLC | 299 | $44.2K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 299 | $44.2K | 0.03% | +299 | New |