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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.53M | 0.82% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 23,830 | $3.52M | 0.40% | −574−2.4% | Reduced |
| Overbrook Management Corp | 23,828 | $3.52M | 1.02% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 23,770 | $3.51M | 0.18% | +23,770 | New |
| Cary Street Partner Investment Advisory LLC | 23,564 | $3.48M | 0.26% | −187−0.8% | Reduced |
| Univest Financial Corp | 23,486 | $3.47M | 1.09% | −1,745−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 23,482 | $3.47M | 0.14% | −80,053−77.3% | Reduced |
| United Services Automobile Association | 23,420 | $3.46M | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 20,004 | $3.45M | 1.10% | −301−1.5% | Reduced |
| Hutner Capital Management Inc | 23,375 | $3.45M | 2.14% | −15−0.1% | Reduced |
| Putnam Investments LLC | 23,253 | $3.44M | 0.01% | −555−2.3% | Reduced |
| Mitchell Capital Management Co | 23,098 | $3.41M | 0.94% | −312−1.3% | Reduced |
| RBF Capital, LLC | 23,000 | $3.40M | 0.26% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $3.39M | 0.46% | 00.0% | Unchanged |
| J. Goldman & Co LP | 22,954 | $3.39M | 0.24% | +22,954 | New |
| NatWest Group plc | 22,856 | $3.38M | 1.92% | −1,467−6.0% | Reduced |
| Chemistry Wealth Management LLC | 22,657 | $3.35M | 1.30% | +99+0.4% | Added |
| Front Barnett Associates LLC | 22,652 | $3.35M | 0.42% | −30−0.1% | Reduced |
| Chatham Capital Group, Inc. | 22,537 | $3.33M | 0.78% | −4,824−17.6% | Reduced |
| Venture Visionary Partners LLC | 22,441 | $3.32M | 0.24% | +583+2.7% | Added |
| Family Management Corp | 22,186 | $3.28M | 0.80% | −22−0.1% | Reduced |
| Fiduciary Group LLC | 22,173 | $3.28M | 0.44% | −73−0.3% | Reduced |
| Hancock Whitney Corp | 22,060 | $3.26M | 0.13% | −595−2.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 22,039 | $3.26M | 0.17% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 21,965 | $3.25M | 0.72% | −2,645−10.7% | Reduced |
| Cipher Capital LP | 21,959 | $3.24M | 0.61% | −23,961−52.2% | Reduced |
| ExodusPoint Capital Management, LP | 21,905 | $3.24M | 0.05% | −90,313−80.5% | Reduced |
| Ropes Wealth Advisors LLC | 21,745 | $3.21M | 0.58% | +1,435+7.1% | Added |
| Sumitomo Life Insurance Co | 21,604 | $3.19M | 0.24% | +360+1.7% | Added |
| GWM Advisors LLC | 37,878 | $3.18M | 0.09% | +9,685+34.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,495 | $3.18M | 0.28% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 21,433 | $3.17M | 0.39% | −1,546−6.7% | Reduced |
| Benson Investment Management Company, Inc. | 21,430 | $3.17M | 1.87% | +21,430 | New |
| Park National Corp | 21,416 | $3.16M | 0.14% | −1,296−5.7% | Reduced |
| Greenleaf Trust | 21,368 | $3.16M | 0.04% | +1,528+7.7% | Added |
| Kathleen S. Wright Associates Inc. | 21,227 | $3.14M | 2.13% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 21,067 | $3.11M | 0.08% | −12,492−37.2% | Reduced |
| Ceera Investments, LLC | 20,976 | $3.10M | 1.96% | −2,010−8.7% | Reduced |
| Erste Asset Management GmbH | 20,885 | $3.08M | 0.06% | +6,479+45.0% | Added |
| Wellington Shields Capital Management, LLC | 20,752 | $3.07M | 0.37% | −3,507−14.5% | Reduced |
| Horizon Investment Services, LLC | 20,693 | $3.06M | 2.22% | +20,693 | New |
| Stone Point Wealth LLC | 20,620 | $3.05M | 1.49% | +714+3.6% | Added |
| Hudson Valley Investment Advisors Inc | 20,579 | $3.04M | 0.46% | +622+3.1% | Added |
| Stephens Inc | 20,410 | $3.02M | 0.06% | −5,630−21.6% | Reduced |
| Horizon Investments, LLC | 20,367 | $3.00M | 0.09% | −156−0.8% | Reduced |
| Trinity Legacy Partners, LLC | 20,268 | $2.99M | 1.19% | +1,136+5.9% | Added |
| Richard Bernstein Advisors LLC | 20,236 | $2.99M | 0.07% | −2,298−10.2% | Reduced |
| Azimuth Capital Investment Management LLC | 20,160 | $2.98M | 0.15% | +125+0.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.97M | 2.94% | 00.0% | Unchanged |
| Americana Partners, LLC | 20,058 | $2.96M | 0.51% | −914−4.4% | Reduced |
| Gilman Hill Asset Management, LLC | 20,004 | $2.96M | 0.61% | +2,658+15.3% | Added |
| Auto-Owners Insurance Co | 19,950 | $2.95M | 0.11% | +19,950 | New |
| Chapman Investment Management, LLC | 19,836 | $2.93M | 2.67% | −2,466−11.1% | Reduced |
| Naples Global Advisors, LLC | 19,736 | $2.92M | 0.37% | +770+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,697 | $2.91M | 0.22% | −303−1.5% | Reduced |
| Fundamentun, LLC | 19,581 | $2.89M | 0.52% | +710+3.8% | Added |
| M. Kulyk & Associates, LLC | 19,547 | $2.89M | 0.96% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 19,497 | $2.88M | 0.48% | +1,000+5.4% | Added |
| Wright Investors Service Inc | 19,485 | $2.88M | 0.83% | −795−3.9% | Reduced |
| Raymond James Trust N.A. | 19,360 | $2.86M | 0.10% | +446+2.4% | Added |
| Chartwell Investment Partners, LLC | 19,274 | $2.85M | 0.11% | −2,117−9.9% | Reduced |
| Oliver Luxxe Assets LLC | 19,192 | $2.84M | 0.79% | +584+3.1% | Added |
| Kingsview Wealth Management, LLC | 19,073 | $2.82M | 0.12% | +30+0.2% | Added |
| Metis Global Partners, LLC | 18,959 | $2.80M | 0.25% | +7,792+69.8% | Added |
| Gyon Technologies Capital Management, LP | 18,914 | $2.79M | 1.05% | +18,914 | New |
| Grandfield & Dodd, LLC | 18,903 | $2.79M | 0.20% | −156−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,736 | $2.77M | 0.07% | −3,542−15.9% | Reduced |
| Silicon Valley Capital Partners | 18,730 | $2.77M | 0.63% | +15,450+471.0% | Added |
| Sound View Wealth Advisors Group, LLC | 14,707 | $2.76M | 0.30% | +9,056+160.3% | Added |
| Clearstead Advisors, LLC | 18,630 | $2.75M | 0.22% | +262+1.4% | Added |
| Assenagon Asset Management S.A. | 18,542 | $2.74M | 0.01% | −149,094−88.9% | Reduced |
| Ieq Capital, LLC | 18,539 | $2.74M | 0.08% | +1,174+6.8% | Added |
| Mount Vernon Associates Inc | 18,421 | $2.72M | 3.50% | −400−2.1% | Reduced |
| TD Private Client Wealth LLC | 18,377 | $2.72M | 0.13% | −2,210−10.7% | Reduced |
| Impax Asset Management Group plc | 18,351 | $2.71M | 0.01% | −4,734−20.5% | Reduced |
| Pacifica Capital Investments, LLC | 18,295 | $2.70M | 0.87% | −105−0.6% | Reduced |
| Brookstone Capital Management | 17,919 | $2.69M | 0.05% | −992−5.2% | Reduced |
| WP Advisors, LLC | 18,133 | $2.68M | 1.20% | −78−0.4% | Reduced |
| Salvus Wealth Management, LLC | 18,038 | $2.67M | 2.45% | −35−0.2% | Reduced |
| BFSG, LLC | 17,994 | $2.66M | 0.53% | +371+2.1% | Added |
| Regent Investment Management LLC | 17,951 | $2.65M | 0.71% | −115−0.6% | Reduced |
| Callahan Advisors, LLC | 17,866 | $2.64M | 0.36% | +10.0% | Added |
| Verition Fund Management LLC | 17,774 | $2.63M | 0.05% | −7,881−30.7% | Reduced |
| Mathes Company, Inc. | 17,570 | $2.60M | 1.31% | +17,570 | New |
| Cetera Advisors LLC | 17,540 | $2.59M | 0.05% | −9,444−35.0% | Reduced |
| Everence Capital Management Inc | 17,474 | $2.58M | 0.22% | −2,280−11.5% | Reduced |
| Selway Asset Management | 17,450 | $2.58M | 1.36% | +1,620+10.2% | Added |
| Briggs Advisory Group, Inc. | 17,420 | $2.57M | 1.64% | +17,420 | New |
| Proequities, Inc. | 17,395 | $2.57M | 0.21% | +17,395 | New |
| Elgethun Capital Management | 17,340 | $2.56M | 0.93% | −210−1.2% | Reduced |
| Courier Capital LLC | 17,293 | $2.56M | 0.29% | −160−0.9% | Reduced |
| Bank of Stockton | 17,278 | $2.55M | 0.89% | +57+0.3% | Added |
| Pring Turner Capital Group Inc | 17,115 | $2.53M | 2.76% | +17,115 | New |
| Advisory Services Network, LLC | 17,050 | $2.52M | 0.08% | −2,163−11.3% | Reduced |
| Bill Few Associates, Inc. | 17,050 | $2.52M | 1.49% | −300−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 16,930 | $2.50M | 0.07% | +609+3.7% | Added |
| Brave Asset Management Inc | 16,869 | $2.49M | 0.85% | 00.0% | Unchanged |
| Empirical Finance, LLC | 16,706 | $2.47M | 0.26% | +1,161+7.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,652 | $2.46M | 0.09% | −64−0.4% | Reduced |
| Intrinsic Value Partners, LLC | 16,623 | $2.46M | 3.36% | −1,350−7.5% | Reduced |