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 |
|---|---|---|---|---|---|
| SP Asset Management LLC | 34,100 | $5.04M | 0.67% | +34,100 | New |
| Searle & Co. | 34,090 | $5.04M | 1.72% | 00.0% | Unchanged |
| First Interstate Bank | 34,024 | $5.03M | 0.37% | +200+0.6% | Added |
| Cetera Investment Advisers | 33,969 | $5.02M | 0.05% | +5,547+19.5% | Added |
| Metropolitan Life Insurance Co | 33,887 | $5.01M | 0.22% | −1,264−3.6% | Reduced |
| Assetmark, Inc | 33,759 | $4.99M | 0.02% | +8,074+31.4% | Added |
| Strategic Wealth Designers | 33,101 | $4.98M | 1.15% | +5,023+17.9% | Added |
| Jump Financial, LLC | 33,515 | $4.95M | 0.26% | −18,479−35.5% | Reduced |
| Asset Dedication, LLC | 33,283 | $4.94M | 0.50% | +2,455+8.0% | Added |
| Point72 Middle East FZE | 33,134 | $4.90M | 0.38% | +33,134 | New |
| PEAK6 Investments LLC | 33,060 | $4.88M | 0.27% | +20,007+153.3% | Added |
| Heritage Trust Co | 33,001 | $4.88M | 0.79% | −456−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,979 | $4.87M | 0.08% | +372+1.1% | Added |
| LGT Group Foundation | 32,935 | $4.87M | 0.15% | +4,960+17.7% | Added |
| Choate Investment Advisors | 32,912 | $4.86M | 0.29% | +1,428+4.5% | Added |
| Unison Asset Management LLC | 32,786 | $4.84M | 4.02% | +113+0.3% | Added |
| GDS Wealth Management | 32,639 | $4.82M | 0.92% | +1,775+5.8% | Added |
| Synovus Financial Corp | 31,979 | $4.72M | 0.05% | +149+0.5% | Added |
| Pavion Blue Capital, LLC | 31,973 | $4.72M | 3.01% | −203−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 31,928 | $4.72M | 0.77% | −688−2.1% | Reduced |
| Legacy Trust | 31,922 | $4.72M | 1.46% | +31,922 | New |
| Asahi Life Asset Management Co., Ltd. | 31,649 | $4.68M | 1.55% | −11,270−26.3% | Reduced |
| Rodgers Brothers Inc. | 31,243 | $4.62M | 0.93% | +43+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 31,097 | $4.59M | 0.17% | +19,572+169.8% | Added |
| Gradient Investments LLC | 31,042 | $4.59M | 0.14% | −2,068−6.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,000 | $4.58M | 0.75% | +6,200+25.0% | Added |
| Wedbush Securities Inc | 30,967 | $4.58M | 0.25% | +2,647+9.3% | Added |
| Andra AP-fonden | 30,900 | $4.57M | 0.14% | −700−2.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 30,736 | $4.54M | 1.28% | −241−0.8% | Reduced |
| FIL Ltd | 30,599 | $4.52M | 0.01% | −54,622−64.1% | Reduced |
| Central Trust Co | 30,008 | $4.43M | 0.14% | −1,046−3.4% | Reduced |
| Long Corridor Asset Management Ltd | 30,000 | $4.43M | 4.95% | −22,000−42.3% | Reduced |
| Crestline Management, LP | 30,000 | $4.43M | 0.65% | +30,000 | New |
| Alerus Financial NA | 29,854 | $4.41M | 0.40% | −32,004−51.7% | Reduced |
| Stratos Wealth Partners, LTD. | 29,568 | $4.37M | 0.11% | +61+0.2% | Added |
| Eastern Bank | 29,399 | $4.34M | 0.23% | −5,125−14.8% | Reduced |
| ProVise Management Group, LLC | 29,391 | $4.34M | 0.44% | +2,021+7.4% | Added |
| Wolverine Trading, LLC | 29,357 | $4.34M | 0.07% | +17,197+141.4% | Added |
| First National Trust Co | 29,339 | $4.33M | 0.23% | +459+1.6% | Added |
| Stonegate Investment Group, LLC | 29,050 | $4.29M | 0.19% | −654−2.2% | Reduced |
| Mirova | 29,020 | $4.29M | 0.67% | +1,510+5.5% | Added |
| Banque Cantonale Vaudoise | 28,936 | $4.28M | 0.22% | +2,166+8.1% | Added |
| Meiji Yasuda Life Insurance Co | 28,860 | $4.26M | 0.09% | +59+0.2% | Added |
| RPG Investment Advisory, LLC | 28,718 | $4.24M | 0.82% | −190−0.7% | Reduced |
| Hendershot Investments Inc. | 28,605 | $4.23M | 0.71% | −25−0.1% | Reduced |
| New Mexico Educational Retirement Board | 28,563 | $4.22M | 0.23% | −2,600−8.3% | Reduced |
| Veritable, L.P. | 28,515 | $4.21M | 0.08% | −171−0.6% | Reduced |
| Point72 Europe (London) LLP | 28,500 | $4.21M | 1.09% | −52,800−64.9% | Reduced |
| HBK Sorce Advisory LLC | 28,470 | $4.21M | 0.11% | +15,217+114.8% | Added |
| Achmea Investment Management B.V. | 29,998 | $4.15M | 0.14% | −21,331−41.6% | Reduced |
| Private Management Group Inc | 28,084 | $4.15M | 0.18% | −1,255−4.3% | Reduced |
| Oppenheimer Asset Management Inc. | 28,077 | $4.15M | 0.07% | +3,279+13.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,107 | $4.14M | 0.50% | −431−1.6% | Reduced |
| Boyd Watterson Asset Management LLC | 27,841 | $4.11M | 1.70% | +516+1.9% | Added |
| AMG National Trust Bank | 27,798 | $4.11M | 0.15% | −8,311−23.0% | Reduced |
| Ninety One SA (PTY) Ltd | 28,104 | $4.11M | 1.33% | +7,348+35.4% | Added |
| First Hawaiian Bank | 27,719 | $4.10M | 0.15% | −5,907−17.6% | Reduced |
| Goelzer Investment Management, Inc. | 27,415 | $4.05M | 0.35% | −1,502−5.2% | Reduced |
| Bouvel Investment Partners, LLC | 27,320 | $4.04M | 2.60% | −178−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 27,300 | $4.03M | 0.18% | −900−3.2% | Reduced |
| National Asset Management, Inc. | 27,135 | $4.01M | 0.11% | +1,271+4.9% | Added |
| Stonnington Group, LLC | 26,287 | $4.00M | 1.10% | −537−2.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $3.99M | 0.06% | +27,000 | New |
| Jag Capital Management, LLC | 26,762 | $3.95M | 0.57% | −38,831−59.2% | Reduced |
| New England Asset Management Inc | 26,707 | $3.95M | 0.07% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 26,525 | $3.92M | 1.49% | +210+0.8% | Added |
| Pine Ridge Advisers LLC | 26,500 | $3.92M | 1.04% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 26,363 | $3.90M | 0.82% | −143−0.5% | Reduced |
| Bessemer Group Inc | 26,235 | $3.88M | 0.01% | −220−0.8% | Reduced |
| Trust Co of Vermont | 26,225 | $3.87M | 0.28% | −755−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 26,224 | $3.87M | 0.05% | −97,676−78.8% | Reduced |
| Kestra Private Wealth Services, LLC | 26,196 | $3.87M | 0.20% | −3,576−12.0% | Reduced |
| Kingfisher Capital LLC | 26,194 | $3.87M | 1.03% | +381+1.5% | Added |
| GFS Advisors, LLC | 25,995 | $3.84M | 0.86% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 25,920 | $3.83M | 0.40% | −3,780−12.7% | Reduced |
| Stokes Capital Advisors, LLC | 25,917 | $3.83M | 1.32% | −425−1.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 25,741 | $3.80M | 0.71% | +2,430+10.4% | Added |
| Connable Office Inc | 25,635 | $3.79M | 0.54% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 25,614 | $3.78M | 0.23% | +2,470+10.7% | Added |
| Foster Group, Inc. | 25,586 | $3.78M | 0.28% | +135+0.5% | Added |
| Girard Partners Ltd. | 25,583 | $3.78M | 0.43% | −235−0.9% | Reduced |
| Adalta Capital Management LLC | 25,305 | $3.74M | 2.64% | −1,225−4.6% | Reduced |
| Roundview Capital LLC | 25,209 | $3.72M | 0.42% | −1,787−6.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,039 | $3.70M | 0.56% | +859+3.6% | Added |
| Alkeon Capital Management LLC | 25,000 | $3.69M | 0.03% | −369,419−93.7% | Reduced |
| Bleichroeder LP | 25,000 | $3.69M | 0.80% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 24,974 | $3.69M | 0.90% | +352+1.4% | Added |
| Freestone Capital Holdings, LLC | 24,851 | $3.67M | 0.17% | +308+1.3% | Added |
| Hodges Capital Management Inc. | 24,798 | $3.66M | 0.32% | −5,710−18.7% | Reduced |
| Varma Mutual Pension Insurance Co | 24,757 | $3.66M | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 24,559 | $3.63M | 0.05% | −17,435−41.5% | Reduced |
| Allstate Corp | 24,404 | $3.61M | 0.11% | +442+1.8% | Added |
| Allstate Investment Management Co | 24,404 | $3.61M | 0.11% | +24,404 | New |
| Concentric Wealth Management, LLC | 24,338 | $3.60M | 1.23% | −200−0.8% | Reduced |
| Chicago Trust Co NA | 24,320 | $3.59M | 0.90% | −320−1.3% | Reduced |
| D.A. Davidson & Co. | 24,316 | $3.59M | 0.04% | −2,825−10.4% | Reduced |
| Wetherby Asset Management Inc | 24,301 | $3.59M | 0.23% | +196+0.8% | Added |
| Sandhill Capital Partners LLC | 24,169 | $3.57M | 0.38% | −4,577−15.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,967 | $3.54M | 0.16% | +1,314+5.8% | Added |
| Leonteq Securities AG | 23,942 | $3.54M | 0.19% | +2,188+10.1% | Added |