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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 16,622 | $2.46M | 0.04% | −1,115−6.3% | Reduced |
| Silvant Capital Management LLC | 16,603 | $2.45M | 0.17% | +322+2.0% | Added |
| Motley Fool Asset Management LLC | 16,603 | $2.45M | 0.28% | +16,603 | New |
| Davy Global Fund Management Ltd | 16,478 | $2.43M | 0.50% | −1,727−9.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,468 | $2.43M | 0.24% | +4,342+35.8% | Added |
| Beese Fulmer Investment Management, Inc. | 16,440 | $2.43M | 0.29% | −248−1.5% | Reduced |
| Seeyond | 16,420 | $2.43M | 0.23% | +10,280+167.4% | Added |
| Northstar Group, Inc. | 16,342 | $2.41M | 0.68% | +50.0% | Added |
| Buckingham Strategic Wealth, LLC | 16,253 | $2.40M | 0.04% | −438−2.6% | Reduced |
| Lido Advisors, LLC | 16,216 | $2.40M | 0.04% | +408+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 16,205 | $2.39M | 0.12% | +824+5.4% | Added |
| Glenview Trust Co | 16,201 | $2.39M | 0.08% | −35−0.2% | Reduced |
| Tower Bridge Advisors | 16,177 | $2.39M | 0.20% | 00.0% | Unchanged |
| Condor Capital Management | 16,130 | $2.38M | 0.30% | +43+0.3% | Added |
| Canandaigua National Corp | 16,095 | $2.38M | 0.40% | −1,445−8.2% | Reduced |
| Eads & Heald Wealth Management | 16,060 | $2.37M | 1.21% | −78−0.5% | Reduced |
| Power Corp of Canada | 16,056 | $2.37M | 0.43% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 15,994 | $2.36M | 0.06% | +70.0% | Added |
| Bennicas & Associates, Inc. | 15,950 | $2.36M | 1.36% | −100−0.6% | Reduced |
| Arabesque Asset Management Ltd | 15,901 | $2.35M | 0.79% | +1,704+12.0% | Added |
| First Dallas Securities Inc. | 15,878 | $2.35M | 1.41% | +2,626+19.8% | Added |
| Avantax Advisory Services, Inc. | 15,804 | $2.34M | 0.03% | +1,434+10.0% | Added |
| Modera Wealth Management, LLC | 15,781 | $2.33M | 0.09% | +1,581+11.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,763 | $2.33M | 1.28% | +30+0.2% | Added |
| Moody National Bank Trust Division | 15,700 | $2.32M | 0.20% | +29+0.2% | Added |
| Hotaling Investment Management, LLC | 15,538 | $2.30M | 1.04% | +122+0.8% | Added |
| William Allan, LLC | 15,489 | $2.29M | 1.93% | +47+0.3% | Added |
| Peoples Financial Services Corp. | 15,435 | $2.28M | 1.07% | −268−1.7% | Reduced |
| Evercore Wealth Management, LLC | 15,352 | $2.27M | 0.05% | −59−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 15,309 | $2.26M | 0.23% | −1,382−8.3% | Reduced |
| Compass Wealth Management LLC | 15,282 | $2.26M | 0.74% | +15,282 | New |
| Kanawha Capital Management LLC | 15,190 | $2.24M | 0.22% | +606+4.2% | Added |
| Resonant Capital Advisors, LLC | 15,153 | $2.24M | 0.28% | +273+1.8% | Added |
| Vestcor Inc | 15,118 | $2.23M | 0.08% | +34+0.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $2.21M | 0.15% | +9,120+155.7% | Added |
| Cullen Capital Management LLC | 14,889 | $2.20M | 0.03% | −11,727−44.1% | Reduced |
| Pettee Investors, Inc. | 14,871 | $2.20M | 1.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,870 | $2.20M | 0.04% | +746+5.3% | Added |
| Lincoln National Corp | 14,821 | $2.19M | 0.05% | −3,250−18.0% | Reduced |
| Essex Investment Management Co LLC | 14,817 | $2.19M | 0.34% | −417−2.7% | Reduced |
| Lodestone Wealth Management LLC | 14,814 | $2.19M | 1.77% | +14,814 | New |
| Haverford Trust Co | 14,726 | $2.18M | 0.03% | −600−3.9% | Reduced |
| Chase Investment Counsel Corp | 14,434 | $2.13M | 1.30% | −4,336−23.1% | Reduced |
| Coastline Trust Co | 14,269 | $2.11M | 0.31% | +7,328+105.6% | Added |
| West Oak Capital, LLC | 14,237 | $2.10M | 1.10% | −715−4.8% | Reduced |
| Warther Private Wealth, LLC | 14,152 | $2.09M | 1.57% | +1,452+11.4% | Added |
| Columbia Asset Management | 14,079 | $2.08M | 0.51% | −1,269−8.3% | Reduced |
| Seven Eight Capital, LP | 13,926 | $2.06M | 0.54% | −10,606−43.2% | Reduced |
| Lincoln Capital LLC | 13,913 | $2.06M | 0.59% | +34+0.2% | Added |
| Investment Advisory Services Inc | 13,904 | $2.05M | 1.06% | +277+2.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,820 | $2.04M | 1.49% | −150−1.1% | Reduced |
| Sawyer & Company, Inc | 13,585 | $2.01M | 0.99% | −98−0.7% | Reduced |
| Fort Sheridan Advisors LLC | 13,532 | $2.00M | 0.65% | −24−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,426 | $1.98M | 0.22% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 13,402 | $1.98M | 0.08% | −3,409−20.3% | Reduced |
| Benedict Financial Advisors Inc | 13,375 | $1.98M | 0.59% | −38,620−74.3% | Reduced |
| Bleakley Financial Group, LLC | 13,366 | $1.97M | 0.07% | +13,366 | New |
| QV Investors Inc. | 13,360 | $1.97M | 0.19% | +290+2.2% | Added |
| CWM, LLC | 13,292 | $1.96M | 0.01% | +4,605+53.0% | Added |
| Private Asset Management Inc | 13,280 | $1.96M | 0.33% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,272 | $1.96M | 0.02% | −1,581−10.6% | Reduced |
| Ahl Investment Management, Inc. | 13,262 | $1.96M | 1.82% | −70−0.5% | Reduced |
| Rehmann Capital Advisory Group | 13,234 | $1.96M | 0.20% | −1,644−11.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,200 | $1.95M | 0.56% | −15−0.1% | Reduced |
| Wolf Group Capital Advisors | 13,116 | $1.94M | 0.91% | −205−1.5% | Reduced |
| KCM Investment Advisors LLC | 13,094 | $1.94M | 0.08% | +13,094 | New |
| Investment Management Corp of Ontario | 13,095 | $1.93M | 0.09% | +13,095 | New |
| Steel Canyon Capital, LLC | 13,045 | $1.93M | 3.58% | −2,945−18.4% | Reduced |
| CSM Advisors, LLC | 13,039 | $1.93M | 0.18% | +850+7.0% | Added |
| River & Mercantile Asset Management LLP | 12,974 | $1.92M | 0.41% | +180+1.4% | Added |
| Valeo Financial Advisors, LLC | 12,974 | $1.92M | 0.11% | +886+7.3% | Added |
| Boston Family Office LLC | 12,942 | $1.91M | 0.16% | 00.0% | Unchanged |
| Greenfield Savings Bank | 12,904 | $1.91M | 1.26% | +45+0.3% | Added |
| Cutler Group LP | 12,887 | $1.90M | 0.23% | −4,679−26.6% | Reduced |
| South State Corp. | 12,875 | $1.90M | 0.18% | +83+0.6% | Added |
| Valueworks LLC | 12,867 | $1.90M | 0.67% | −499−3.7% | Reduced |
| Ballentine Partners, LLC | 12,866 | $1.90M | 0.06% | +125+1.0% | Added |
| Nicholas Hoffman & Company, LLC. | 12,856 | $1.90M | 0.20% | +320+2.6% | Added |
| Jacobi Capital Management LLC | 12,850 | $1.90M | 0.24% | +119+0.9% | Added |
| Quadrant Capital Group LLC | 12,847 | $1.90M | 0.22% | +44+0.3% | Added |
| BBR Partners, LLC | 12,769 | $1.89M | 0.21% | −100−0.8% | Reduced |
| Moors & Cabot, Inc. | 12,730 | $1.88M | 0.13% | +401+3.3% | Added |
| Blue Zone Wealth Advisors, LLC | 12,707 | $1.88M | 1.00% | −30.0% | Reduced |
| Madison Wealth Management | 12,697 | $1.88M | 0.43% | +542+4.5% | Added |
| Colonial Trust Advisors | 12,647 | $1.87M | 0.23% | +9,171+263.8% | Added |
| Coldstream Capital Management Inc | 12,634 | $1.87M | 0.07% | +12,634 | New |
| Aaron Wealth Advisors | 12,633 | $1.87M | 0.28% | +1,104+9.6% | Added |
| Private Advisor Group, LLC | 50,131 | $1.86M | 0.09% | +8,808+21.3% | Added |
| Aviance Capital Partners, LLC | 12,542 | $1.85M | 0.43% | +10.0% | Added |
| Smith, Salley & Associates | 12,512 | $1.85M | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 12,430 | $1.84M | 0.11% | −671−5.1% | Reduced |
| Quantinno Capital Management LP | 12,404 | $1.83M | 0.14% | +4,153+50.3% | Added |
| Cito Capital Group, LLC | 12,400 | $1.83M | 1.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12,342 | $1.82M | 0.12% | +82+0.7% | Added |
| Cresset Asset Management, LLC | 19,385 | $1.82M | 0.02% | −1,075−5.3% | Reduced |
| Personal Cfo Solutions, LLC | 12,157 | $1.80M | 0.38% | +4,814+65.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 12,176 | $1.80M | 0.01% | +3,924+47.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,119 | $1.79M | 0.61% | −445−3.5% | Reduced |
| Caldwell Trust Co | 12,099 | $1.79M | 0.25% | −38−0.3% | Reduced |
| Change Path, LLC | 12,071 | $1.78M | 0.10% | +262+2.2% | Added |