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 |
|---|---|---|---|---|---|
| Insight Inv LLC | 12,006 | $1.77M | 1.79% | +135+1.1% | Added |
| Independent Investors Inc | 12,000 | $1.77M | 0.49% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,978 | $1.77M | 0.18% | −4,711−28.2% | Reduced |
| Gladstone Institutional Advisory LLC | 11,960 | $1.77M | 0.12% | +5,281+79.1% | Added |
| BLB&B Advisors, LLC | 11,928 | $1.76M | 0.14% | −16−0.1% | Reduced |
| Personal Capital Advisors Corp | 11,906 | $1.76M | 0.01% | −443−3.6% | Reduced |
| Parallel Advisors, LLC | 11,891 | $1.76M | 0.08% | −261−2.1% | Reduced |
| Teza Capital Management LLC | 11,885 | $1.76M | 0.33% | −26,415−69.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 11,855 | $1.75M | 1.47% | −114−1.0% | Reduced |
| Bull Street Advisors, LLC | 11,842 | $1.75M | 0.91% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 11,768 | $1.74M | 0.57% | +1,845+18.6% | Added |
| IHT Wealth Management, LLC | 11,764 | $1.74M | 0.11% | −231−1.9% | Reduced |
| Fruth Investment Management | 11,750 | $1.74M | 0.51% | −50−0.4% | Reduced |
| Adviser Investments LLC | 11,264 | $1.73M | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,647 | $1.72M | 0.11% | +557+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 11,636 | $1.72M | 0.13% | +1,997+20.7% | Added |
| Lowe Brockenbrough & Co Inc | 11,632 | $1.72M | 0.15% | −30−0.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.71M | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $1.71M | 0.68% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,575 | $1.71M | 0.01% | −7,853−40.4% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $1.70M | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 11,510 | $1.70M | 2.05% | −591−4.9% | Reduced |
| NVWM, LLC | 11,453 | $1.69M | 0.61% | +142+1.3% | Added |
| J.W. Cole Advisors, Inc. | 11,449 | $1.69M | 0.13% | +1,829+19.0% | Added |
| Signature Wealth Management Group | 11,414 | $1.69M | 0.82% | −1,927−14.4% | Reduced |
| Mather Group, LLC. | 11,409 | $1.69M | 0.03% | −567−4.7% | Reduced |
| SOL Capital Management CO | 11,403 | $1.68M | 0.30% | 00.0% | Unchanged |
| Herbst Group, LLC | 11,400 | $1.68M | 1.36% | +300+2.7% | Added |
| Bailard, Inc. | 11,359 | $1.68M | 0.06% | −46−0.4% | Reduced |
| Virtu Financial LLC | 11,356 | $1.68M | 0.22% | −12,733−52.9% | Reduced |
| TCTC Holdings, LLC | 11,296 | $1.67M | 0.07% | +2,325+25.9% | Added |
| Guardian Capital LP | 11,288 | $1.67M | 0.05% | +1,000+9.7% | Added |
| Moneta Group Investment Advisors LLC | 9,483 | $1.66M | 0.05% | −2,125−18.3% | Reduced |
| Stock Yards Bank & Trust Co | 11,216 | $1.66M | 0.07% | +374+3.4% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.66M | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,174 | $1.65M | 0.06% | −199−1.7% | Reduced |
| Pinnacle Holdings, LLC | 11,126 | $1.64M | 0.74% | −1,618−12.7% | Reduced |
| Rothschild Investment Corp | 11,070 | $1.64M | 0.15% | +805+7.8% | Added |
| WCG Wealth Advisors LLC | 11,022 | $1.63M | 0.22% | +393+3.7% | Added |
| True North Advisors, LLC | 11,000 | $1.63M | 0.55% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.63M | 0.37% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 10,952 | $1.62M | 1.14% | −45−0.4% | Reduced |
| Argus Investors' Counsel, Inc. | 10,910 | $1.61M | 1.29% | +2,710+33.0% | Added |
| Rathbone Brothers plc | 10,826 | $1.60M | 0.02% | −650−5.7% | Reduced |
| CAPROCK Group, Inc. | 10,813 | $1.60M | 0.15% | +29+0.3% | Added |
| FOCUS Wealth Advisors, LLC | 10,809 | $1.60M | 1.10% | −92−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 10,787 | $1.59M | 0.05% | −128−1.2% | Reduced |
| Birinyi Associates Inc | 10,750 | $1.59M | 0.76% | −31−0.3% | Reduced |
| Wintrust Investments LLC | 10,727 | $1.58M | 0.21% | +121+1.1% | Added |
| St. Johns Investment Management Company, LLC | 10,727 | $1.58M | 0.95% | −91−0.8% | Reduced |
| Savant Capital, LLC | 11,155 | $1.58M | 0.04% | +587+5.6% | Added |
| Sawgrass Asset Management LLC | 10,710 | $1.58M | 0.22% | −2,248−17.3% | Reduced |
| Quantbot Technologies LP | 10,700 | $1.58M | 0.11% | −7,102−39.9% | Reduced |
| XTX Topco Ltd | 10,686 | $1.58M | 0.34% | +6,378+148.1% | Added |
| Banque Pictet & Cie SA | 10,656 | $1.57M | 0.02% | +10,656 | New |
| CoreCap Advisors, LLC | 10,625 | $1.57M | 0.11% | +937+9.7% | Added |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.55M | 1.15% | 00.0% | Unchanged |
| RNC Capital Management LLC | 10,464 | $1.55M | 0.09% | −6,260−37.4% | Reduced |
| Schechter Investment Advisors, LLC | 10,459 | $1.55M | 0.14% | +1,437+15.9% | Added |
| Inlet Private Wealth, LLC | 10,385 | $1.53M | 0.41% | −237−2.2% | Reduced |
| Scotia Capital Inc. | 10,337 | $1.53M | 0.01% | +1,308+14.5% | Added |
| Anchor Investment Management, LLC | 10,269 | $1.52M | 0.22% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,262 | $1.52M | 0.07% | −151−1.5% | Reduced |
| Toroso Investments, LLC | 10,252 | $1.51M | 0.06% | +2,288+28.7% | Added |
| American Trust | 10,246 | $1.51M | 0.14% | −991−8.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,189 | $1.51M | 0.26% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 10,070 | $1.49M | 1.05% | 00.0% | Unchanged |
| Invst, LLC | 8,505 | $1.49M | 0.23% | −451−5.0% | Reduced |
| NFJ Investment Group, LLC | 10,058 | $1.49M | 0.04% | −8,213−45.0% | Reduced |
| Gamble Jones Investment Counsel | 10,053 | $1.49M | 0.11% | −50−0.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10,052 | $1.49M | 1.81% | +901+9.8% | Added |
| Meeder Advisory Services, Inc. | 10,050 | $1.48M | 0.19% | +10,050 | New |
| Ziegler Capital Management, LLC | 9,967 | $1.47M | 0.06% | −170−1.7% | Reduced |
| McMillion Capital Management Inc | 9,926 | $1.47M | 1.33% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 9,923 | $1.46M | 1.50% | +1,150+13.1% | Added |
| BKD Wealth Advisors, LLC | 9,884 | $1.46M | 0.05% | −1,015−9.3% | Reduced |
| Knuff & Co LLC | 9,855 | $1.46M | 0.62% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,849 | $1.46M | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,847 | $1.45M | 0.31% | −338−3.3% | Reduced |
| FDx Advisors, Inc. | 9,805 | $1.45M | 0.06% | −151−1.5% | Reduced |
| Applied Capital LLC | 9,783 | $1.45M | 1.44% | +9,783 | New |
| Plimoth Trust Co LLC | 9,749 | $1.44M | 0.46% | +344+3.7% | Added |
| Gateway Investment Advisers LLC | 9,669 | $1.43M | 0.02% | +1,910+24.6% | Added |
| Linker Capital Management Inc. | 9,650 | $1.43M | 1.64% | 00.0% | Unchanged |
| Constitution Capital LLC | 9,650 | $1.43M | 0.88% | −250−2.5% | Reduced |
| Berkshire Bank | 9,638 | $1.42M | 0.44% | −258−2.6% | Reduced |
| SRN Advisors, LLC | 9,623 | $1.42M | 1.41% | −2,360−19.7% | Reduced |
| Signaturefd, LLC | 9,604 | $1.42M | 0.04% | +890+10.2% | Added |
| Snowden Capital Advisors LLC | 9,567 | $1.41M | 0.06% | −1,596−14.3% | Reduced |
| Bigelow Investment Advisors, LLC | 9,562 | $1.41M | 0.82% | +431+4.7% | Added |
| Verity & Verity, LLC | 9,549 | $1.41M | 0.18% | +7,675+409.6% | Added |
| EFG Asset Management (North America) Corp. | 9,576 | $1.41M | 0.32% | −187−1.9% | Reduced |
| Everett Harris & Co | 9,497 | $1.40M | 0.02% | −20−0.2% | Reduced |
| Jones Financial Companies LLLP | 9,438 | $1.39M | 0.00% | +575+6.5% | Added |
| Doheny Asset Management | 9,373 | $1.39M | 1.61% | −2,530−21.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,331 | $1.38M | 0.16% | −2,536−21.4% | Reduced |
| Simmons Bank | 9,322 | $1.38M | 0.12% | −84−0.9% | Reduced |
| Insight Wealth Strategies, LLC | 9,296 | $1.37M | 0.27% | +303+3.4% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.37M | 0.18% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,240 | $1.37M | 0.12% | −466−4.8% | Reduced |