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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | 56,513 | $8.35M | 2.18% | −129−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 56,333 | $8.32M | 0.16% | −195−0.3% | Reduced |
| Abeille Asset Management SA | 56,220 | $8.31M | 0.43% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 56,175 | $8.30M | 0.07% | +1,934+3.6% | Added |
| Martin Investment Management, LLC | 56,144 | $8.30M | 2.60% | +909+1.6% | Added |
| Prana Capital Management, LP | 55,653 | $8.22M | 0.63% | +55,653 | New |
| GHP Investment Advisors, Inc. | 55,216 | $8.16M | 0.55% | −764−1.4% | Reduced |
| Cetera Advisor Networks LLC | 54,173 | $8.00M | 0.06% | +16,169+42.5% | Added |
| Tredje AP-fonden | 54,164 | $8.00M | 0.14% | +14,204+35.5% | Added |
| Buckhead Capital Management LLC | 53,589 | $7.92M | 1.91% | +515+1.0% | Added |
| Wealthfront Advisers LLC | 53,181 | $7.86M | 0.04% | +855+1.6% | Added |
| Argent Trust Co | 51,925 | $7.67M | 0.51% | −1,264−2.4% | Reduced |
| Van Eck Associates Corp | 51,234 | $7.57M | 0.02% | −4,512−8.1% | Reduced |
| Vident Investment Advisory, LLC | 50,838 | $7.51M | 0.28% | +30,979+156.0% | Added |
| Perennial Advisors, LLC | 50,784 | $7.50M | 2.39% | −3,459−6.4% | Reduced |
| Redwood Grove Capital, LLC | 50,747 | $7.50M | 3.72% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 50,066 | $7.40M | 1.53% | +2,414+5.1% | Added |
| Davenport & Co LLC | 49,980 | $7.38M | 0.06% | −1,009−2.0% | Reduced |
| Securian Asset Management, Inc | 49,589 | $7.33M | 0.20% | −200−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 49,334 | $7.29M | 0.25% | +1,259+2.6% | Added |
| Norinchukin Bank, The | 48,921 | $7.23M | 0.16% | −11,064−18.4% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $7.21M | 2.29% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 48,349 | $7.14M | 0.67% | −500−1.0% | Reduced |
| Bell Asset Management Ltd | 48,237 | $7.13M | 1.33% | −376−0.8% | Reduced |
| Sky Investment Group LLC | 48,233 | $7.13M | 1.68% | +590+1.2% | Added |
| HB Wealth Management, LLC | 48,102 | $7.11M | 0.13% | −506−1.0% | Reduced |
| PFS Investments Inc. | 47,524 | $7.02M | 0.13% | −114−0.2% | Reduced |
| Maryland State Retirement & Pension System | 47,382 | $7.00M | 0.20% | +650+1.4% | Added |
| Kentucky Retirement Systems | 47,157 | $6.97M | 0.27% | +206+0.4% | Added |
| Kinneret Advisory, LLC | 46,469 | $6.87M | 0.91% | +1,994+4.5% | Added |
| Atlantic Union Bankshares Corp | 46,372 | $6.85M | 0.73% | −2,410−4.9% | Reduced |
| Oregon Public Employees Retirement Fund | 46,115 | $6.81M | 0.09% | +272+0.6% | Added |
| Shayne & Co., LLC | 45,650 | $6.74M | 3.74% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 45,602 | $6.74M | 0.42% | +5,887+14.8% | Added |
| AE Wealth Management LLC | 45,273 | $6.69M | 0.05% | −24,970−35.5% | Reduced |
| NFC Investments, LLC | 45,127 | $6.67M | 2.06% | −24,575−35.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,926 | $6.64M | 0.33% | +595+1.3% | Added |
| Family Capital Trust Co | 44,409 | $6.56M | 2.66% | −211−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 44,352 | $6.55M | 0.11% | −17,242−28.0% | Reduced |
| Ulysses Management LLC | 44,000 | $6.50M | 1.91% | −6,000−12.0% | Reduced |
| Olstein Capital Management, L.P. | 44,000 | $6.50M | 1.02% | 00.0% | Unchanged |
| Atria Investments LLC | 43,961 | $6.49M | 0.13% | +6,918+18.7% | Added |
| Allspring Global Investments Holdings, LLC | 43,740 | $6.46M | 0.01% | −18,820−30.1% | Reduced |
| Ironwood Investment Counsel, LLC | 43,692 | $6.46M | 1.57% | +1,128+2.7% | Added |
| Hartford Investment Management Co | 43,544 | $6.43M | 0.20% | −17,665−28.9% | Reduced |
| Brown Brothers Harriman & Co | 43,098 | $6.37M | 0.06% | −366−0.8% | Reduced |
| Agf Management Ltd | 42,974 | $6.35M | 0.05% | +42,974 | New |
| Capstone Investment Advisors, LLC | 42,970 | $6.35M | 0.17% | +9,801+29.5% | Added |
| Cubic Asset Management, LLC | 42,913 | $6.34M | 1.81% | −2,245−5.0% | Reduced |
| Financial Avengers, Inc. | 42,699 | $6.31M | 5.16% | −278−0.6% | Reduced |
| Chemung Canal Trust Co | 42,520 | $6.28M | 1.43% | −667−1.5% | Reduced |
| Credit Agricole S A | 42,193 | $6.23M | 0.23% | +17,633+71.8% | Added |
| Optimas Capital Ltd | 41,892 | $6.19M | 6.06% | −2,356−5.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 41,865 | $6.18M | 0.60% | −665−1.6% | Reduced |
| JustInvest LLC | 41,830 | $6.18M | 0.26% | +1,958+4.9% | Added |
| Atria Wealth Solutions, Inc. | 41,777 | $6.17M | 0.10% | +2,585+6.6% | Added |
| Prudential PLC | 41,574 | $6.14M | 0.08% | +11,200+36.9% | Added |
| Exchange Traded Concepts, LLC | 41,412 | $6.12M | 0.18% | +3,808+10.1% | Added |
| Martingale Asset Management L P | 40,759 | $6.02M | 0.12% | +19,458+91.3% | Added |
| Ethic Inc. | 40,667 | $6.01M | 0.32% | +4,109+11.2% | Added |
| Arcadia Investment Management Corp | 40,568 | $5.99M | 1.40% | −853−2.1% | Reduced |
| WoodTrust Financial Corp | 40,509 | $5.99M | 1.24% | −129−0.3% | Reduced |
| Great Lakes Advisors, LLC | 307,767 | $5.93M | 0.34% | −10,578−3.3% | Reduced |
| Edgar Lomax Co | 40,125 | $5.93M | 0.36% | −380−0.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 40,109 | $5.93M | 0.25% | −1,892−4.5% | Reduced |
| Hudson Bay Capital Management LP | 40,000 | $5.91M | 0.07% | −60,000−60.0% | Reduced |
| Bright Rock Capital Management, LLC | 40,000 | $5.91M | 1.53% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 39,885 | $5.89M | 1.69% | 00.0% | Unchanged |
| Headinvest, LLC | 39,602 | $5.85M | 1.31% | +455+1.2% | Added |
| CIBC World Markets Inc. | 39,362 | $5.82M | 0.02% | −7,209−15.5% | Reduced |
| La Banque Postale Asset Management SA | 39,058 | $5.77M | 0.17% | +39,058 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 38,831 | $5.74M | 0.06% | −1,005−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 38,640 | $5.71M | 0.11% | +11,414+41.9% | Added |
| Louisiana State Employees Retirement System | 38,600 | $5.70M | 0.16% | +200+0.5% | Added |
| Highland Capital Management, LLC | 38,298 | $5.66M | 0.40% | −150−0.4% | Reduced |
| Pathstone Family Office, LLC | 52,658 | $5.65M | 0.11% | +11,871+29.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 38,038 | $5.62M | 2.59% | −522−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,942 | $5.61M | 0.22% | −97−0.3% | Reduced |
| Tiaa, FSB | 37,618 | $5.56M | 0.02% | −1,428−3.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $5.54M | 0.47% | 00.0% | Unchanged |
| DCM Advisors, LLC | 37,088 | $5.48M | 2.66% | +17,117+85.7% | Added |
| 1st Source Bank | 36,929 | $5.46M | 0.36% | −151−0.4% | Reduced |
| PGGM Investments | 36,766 | $5.43M | 0.10% | −2,483−6.3% | Reduced |
| Winslow Asset Management Inc | 36,768 | $5.43M | 1.29% | −1,190−3.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 36,625 | $5.41M | 0.09% | −1,087−2.9% | Reduced |
| Diversified Trust Co | 36,565 | $5.40M | 0.23% | −2,933−7.4% | Reduced |
| Jennison Associates LLC | 36,441 | $5.38M | 0.01% | +21,294+140.6% | Added |
| Boothbay Fund Management, LLC | 36,225 | $5.35M | 0.18% | +4,969+15.9% | Added |
| Edge Capital Group, LLC | 36,203 | $5.35M | 0.37% | −1,281−3.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 36,100 | $5.33M | 0.86% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 34,224 | $5.30M | 0.60% | +50+0.1% | Added |
| Bokf, NA | 35,747 | $5.28M | 0.10% | −381−1.1% | Reduced |
| Pacific Global Investment Management CO | 35,668 | $5.27M | 1.17% | +4,462+14.3% | Added |
| Drexel Morgan & Co. | 35,618 | $5.26M | 1.08% | 00.0% | Unchanged |
| Jacobs & Co | 35,507 | $5.25M | 0.68% | −94−0.3% | Reduced |
| Shell Asset Management Co | 34,707 | $5.13M | 0.22% | −8,654−20.0% | Reduced |
| Commerzbank Aktiengesellschaft | 34,535 | $5.10M | 0.32% | +3,550+11.5% | Added |
| Meyer Handelman Co | 34,500 | $5.10M | 0.21% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 34,337 | $5.07M | 0.20% | +132+0.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 34,259 | $5.06M | 2.17% | +70+0.2% | Added |