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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; 3,021 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: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 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 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$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
Hoese & Co LLP280$44.0K0.05%00.0%Unchanged
Earnest Partners LLC293$43.3K0.00%00.0%Unchanged
Vestor Capital, LLC294$43.0K0.01%+294New
CKW Financial Group275$41.0K0.01%−75−21.4%Reduced
TCG Advisory Services, LLC276$40.9K0.02%+276New
DecisionPoint Financial, LLC275$40.6K0.02%+275New
Bogart Wealth, LLC273$40.4K0.00%00.0%Unchanged
Global Wealth Strategies & Associates272$40.2K0.02%+272New
Bell Investment Advisors, Inc269$39.7K0.01%+23+9.3%Added
Stephens Consulting, LLC258$38.1K0.03%+258New
MinichMacGregor Wealth Management, LLC256$37.8K0.01%+256New
Institutional & Family Asset Management, LLC251$37.1K0.01%00.0%Unchanged
Lakewood Asset Management LLC249$37.0K0.03%+249New
Baldrige Asset Management LLC239$35.0K0.02%00.0%Unchanged
Atlas Capital Advisors LLC234$34.6K0.01%00.0%Unchanged
Financial Perspectives, Inc228$33.7K0.02%00.0%Unchanged
Clearview Wealth Advisors LLC226$33.5K0.03%00.0%Unchanged
Carmichael Hill & Associates, Inc.222$32.8K0.02%−310−58.3%Reduced
Glen Eagle Advisors, LLC221$32.7K0.01%+21+10.5%Added
Column Capital Advisors, LLC217$32.1K0.01%00.0%Unchanged
GoalVest Advisory LLC213$31.5K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC210$31.0K0.02%+156+288.9%Added
Stuart Chaussee & Associates, Inc.208$30.7K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC200$30.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC200$30.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC203$30.0K0.00%+203New
My Personal CFO, LLC201$29.7K0.03%+201New
Ravenstone Capital Management Inc.200$29.6K0.02%−45−18.4%Reduced
Hoey Investments, Inc200$29.6K0.01%00.0%Unchanged
Timber Creek Capital Management LLC200$29.6K0.01%00.0%Unchanged
Chelsea Counsel Co200$29.6K0.01%+200New
Cedar Mountain Advisors, LLC199$29.4K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.190$28.1K0.01%00.0%Unchanged
First PREMIER Bank180$27.0K0.01%00.0%Unchanged
Westwood Holdings Group Inc.175$26.0K0.00%+175New
Annapolis Financial Services, LLC170$25.1K0.01%00.0%Unchanged
GeoWealth Management, LLC165$25.0K0.00%−19−10.3%Reduced
Macroview Investment Management LLC168$24.8K0.04%+168New
Elequin Capital LP168$24.8K0.01%+168New
Tilia Fiduciary Partners, Inc.166$24.5K0.02%00.0%Unchanged
Addison Advisors LLC165$24.4K0.01%−35−17.5%Reduced
Rise Advisors, LLC159$23.4K0.02%+1+0.6%Added
Tyler-Stone Wealth Management155$23.0K0.02%00.0%Unchanged
Johnson Financial Group, Inc.154$22.8K0.00%−55−26.3%Reduced
Interactive Financial Advisors150$22.2K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC150$22.2K0.01%00.0%Unchanged
Perkins Coie Trust Co150$22.2K0.01%00.0%Unchanged
Credential Qtrade Securities Inc.143$21.1K0.00%−29−16.9%Reduced
Sugarloaf Wealth Management, LLC137$20.3K0.01%−1−0.7%Reduced
Coston, McIsaac & Partners140$20.0K0.01%+140New
One Wealth Advisors, LLC135$19.9K0.00%+135New
Blue Bell Private Wealth Management, LLC131$19.4K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.130$19.0K0.17%−130−50.0%Reduced
Granite FO LLC114$18.0K0.01%+114New
Affiance Financial, LLC120$17.7K0.01%+120New
Fortis Capital Advisors, LLC120$17.7K0.01%+120New
Level Financial Advisors, Inc.105$16.0K0.01%00.0%Unchanged
Bray Capital Advisors108$16.0K0.00%00.0%Unchanged
Fiduciary Alliance LLC106$15.7K0.00%+106New
Cranbrook Wealth Management, LLC105$15.5K0.00%−25−19.2%Reduced
Hallmark Capital Management Inc105$15.5K0.00%00.0%Unchanged
Winch Advisory Services, LLC98$15.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC100$15.0K0.01%00.0%Unchanged
Horizon Bancorp Inc100$15.0K0.01%+100New
Steward Financial Group LLC103$15.0K0.01%+103New
Sofos Investments, Inc.148$14.8K0.16%−2,687−94.8%Reduced
Oliver Lagore Vanvalin Investment Group93$13.7K0.01%+48+106.7%Added
Coppell Advisory Solutions LLC90$13.3K0.00%+90New
Coppell Advisory Solutions Corp.90$13.3K0.00%+90New
Freedom Wealth Alliance, LLC87$12.9K0.02%+87New
Beacon Capital Management, LLC86$12.8K0.00%−196−69.5%Reduced
Cribstone Capital Management, LLC86$12.7K0.01%+86New
DB Wealth Management Group, LLC78$11.5K0.01%00.0%Unchanged
Abound Wealth Management64$9.47K0.00%+26+68.4%Added
High Net Worth Advisory Group LLC60$8.87K0.00%00.0%Unchanged
JJJ Advisors Inc.55$8.55K0.00%00.0%Unchanged
SJS Investment Consulting Inc.56$8.27K0.00%+33+143.5%Added
Park Place Capital Corp56$8.00K0.00%+56New
Antonetti Capital Management LLC50$7.39K0.01%00.0%Unchanged
Disciplined Investments, LLC50$7.39K0.00%+21+72.4%Added
HighMark Wealth Management LLC50$7.33K0.01%+34+212.5%Added
Horrell Capital Management, Inc.44$7.00K0.00%00.0%Unchanged
Retirement Group, LLC50$7.00K0.00%+50New
TSFG, LLC42$6.00K0.00%+1+2.4%Added
Mendota Financial Group, LLC40$5.91K0.01%+40New
PayPay Securities Corp39$5.76K0.39%+39New
Carolinas Wealth Consulting LLC36$5.32K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.33$4.80K0.00%+13+65.0%Added
Red Tortoise LLC32$4.73K0.00%+32New
Gables Capital Management Inc.30$4.43K0.00%00.0%Unchanged
True Wealth Design, LLC25$3.76K0.00%+25New
James Investment Research Inc20$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC20$2.96K0.00%00.0%Unchanged
RWM Asset Management, LLC20$2.96K0.00%00.0%Unchanged
NewSquare Capital LLC19$2.81K0.00%+19New
United Community Bank16$2.36K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC16$2.36K0.00%+16New
Focused Wealth Management, Inc15$2.22K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.14$2.07K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC16$2.00K0.00%00.0%Unchanged