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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.

Q1 2023 vs. Q4 2022

How the institutions holding American Express Co changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of AXP: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2,008422,056+90
Shares624.8M1.02M626.4M+2.67M (+0.4%)
Value$92.3B$145.0M$102.9B+$10.8B (+11.8%)

42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (189)

Institutions that held American Express Co at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 189 by value.

Institutions new to AXP in Q1 2023
InstitutionSharesValue% of portfolio
Menora Mivtachim Holdings Ltd.284,850$47.0M0.49%
Heard Capital LLC215,492$35.5M2.96%
Marex Group plc208,657$34.4M4.56%
Quadrature Capital Ltd136,695$22.5M0.62%
Abn Amro Investment Solutions112,005$18.5M0.38%
Eminence Capital, LP105,750$17.4M0.29%
Alyeska Investment Group, L.P.70,619$11.6M0.10%
Virginia Retirement Systems Et Al54,272$8.95M0.09%
Claudia M.P. Batlle, CRP (R) LLC43,432$7.16M2.46%
Walleye Capital LLC42,952$7.08M0.14%
Greenwood Capital Associates LLC35,291$5.82M0.84%
NWF Advisory Services Inc.32,835$5.72M1.33%
Sandler Capital Management33,448$5.52M0.91%
IMC-Chicago, LLC32,952$5.44M0.92%
Centiva Capital, LP29,167$4.81M0.27%
Simplex Trading, LLC24,372$4.02M0.18%
CenterBook Partners LP23,823$3.93M0.56%
Y-Intercept (Hong Kong) Ltd20,636$3.40M0.40%
Quantitative Investment Management, LLC18,826$3.10M0.65%
Karani Asset Management LLC17,817$2.94M3.11%
Canandaigua National Bank & Trust Co17,364$2.86M0.48%
Ostrum Asset Management17,279$2.85M0.25%
Empire Financial Management Company, LLC17,194$2.84M1.16%
Bayesian Capital Management, LP16,797$2.77M0.34%
Bensler, LLC15,636$2.58M0.52%
Ergoteles LLC14,896$2.46M0.10%
Northstar Advisory Group, LLC14,647$2.42M1.81%
Brendel Financial Advisors LLC14,064$2.32M1.72%
Lighthouse Investment Partners, LLC13,843$2.28M0.20%
Empower Advisory Group, LLC13,114$2.15M0.01%
Xcel Wealth Management, LLC12,523$2.07M0.73%
Vinva Investment Management Ltd12,402$2.01M0.17%
Copperwynd Financial, LLC11,994$1.98M1.01%
Qsemble Capital Management, LP10,400$1.72M1.16%
Vetamer Capital Management, L.P.9,966$1.64M2.26%
Eisler Capital (UK) Ltd.9,430$1.56M0.13%
Berkshire Asset Management LLC8,876$1.46M0.09%
Northern Financial Advisors Inc8,798$1.45M1.37%
Harbor Capital Advisors, Inc.8,391$1.38M0.40%
Stevens Capital Management LP7,337$1.21M0.30%
Icon Wealth Partners, LLC6,667$1.10M0.12%
Coronation Fund Managers Ltd.6,455$1.06M0.03%
Beck Bode, LLC6,381$1.05M0.26%
Inceptionr LLC6,159$1.02M0.33%
Goodman Advisory Group, LLC6,012$991.7K0.54%
Northcape Wealth Management, LLC5,659$933.5K0.34%
Perpetual Ltd5,520$910.5K0.01%
Icon Advisers Inc5,500$907.2K0.23%
Arjuna Capital5,403$891.2K0.35%
Sowell Financial Services LLC5,302$875.0K0.07%
Proquility Private Wealth Partners, LLC5,180$854.4K0.34%
Lawson Kroeker Investment Management Inc5,129$846.0K0.19%
HBK Investments L P5,125$845.4K0.03%
Algert Global LLC5,112$843.2K0.04%
RSM US Wealth Management LLC5,062$835.0K0.03%
Oak Grove Capital LLC4,904$808.9K0.36%
Sentry LLC4,591$757.3K0.18%
WBH Advisory Inc4,163$686.6K0.09%
Interchange Capital Partners, LLC4,155$685.1K0.37%
Linden Thomas Advisory Services, LLC4,092$675.0K0.17%
Paloma Partners Management Co3,880$640.0K0.14%
Resolute Wealth Strategies, LLC3,616$596.6K0.51%
Cornerstone Wealth Management, LLC3,522$581.0K0.06%
Eisler Capital (US) LLC3,364$554.9K0.28%
Oak Thistle LLC3,334$549.9K0.32%
Wealth Enhancement Advisory Services, LLC3,238$534.2K0.01%
united american securities inc. (d/b/a uas asset management)3,170$522.9K0.18%
Scissortail Wealth Management, LLC3,034$500.5K0.45%
Midwest Financial Group LLC2,823$466.0K0.43%
Nilsine Partners, LLC2,815$464.3K0.07%
Lokken Investment Group LLC2,808$463.2K0.35%
Generali Investments Towarzystwo Funduszy Inwestycyjnych2,770$456.9K0.47%
Authentikos Wealth Advisory, LLC3,049$450.5K0.46%
Revisor Wealth Management LLC2,722$449.0K0.41%
Sheets Smith Wealth Management2,714$447.7K0.07%
ASB Consultores, LLC2,668$440.1K0.18%
All Season Financial Advisors, Inc.2,654$437.8K0.40%
Donoghue Forlines LLC2,626$433.2K0.16%
Titleist Asset Management, LLC2,606$429.8K0.09%
Silver Lake Advisory, LLC2,602$429.1K0.24%
Mirador Capital Partners LP2,522$416.0K0.10%
First National Corp2,410$397.5K0.09%
Great Lakes Retirement, Inc.2,346$387.0K0.07%
Petrus Trust Company, LTA2,312$381.4K0.05%
Laurion Capital Management LP2,234$368.5K0.02%
GraniteShares Advisors LLC2,200$362.9K0.32%
Founders Financial Securities LLC2,197$362.4K0.05%
Merriman Wealth Management, LLC2,180$359.6K0.02%
Fidelis Capital Partners, LLC2,307$352.2K0.15%
Legal Advantage Investments, Inc.2,100$346.4K0.25%
Cumberland Partners Ltd2,000$329.9K0.03%
Solidarilty Wealth, LLC1,975$325.8K0.15%
Fifth Third Wealth Advisors LLC1,927$317.9K0.59%
Sage Mountain Advisors LLC1,918$316.4K0.05%
Liberty Wealth Management LLC1,862$307.1K0.06%
Legacy Capital Wealth Partners, LLC1,860$306.8K0.08%
LaSalle St. Investment Advisors, LLC1,844$304.0K0.13%
BFT Financial Group, LLC1,836$302.9K0.05%
Fidelity D & D Bancorp Inc1,316$299.6K0.23%
Sentinus, LLC1,802$297.3K0.10%

Sold out (99)

Institutions that held American Express Co at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of AXP in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Marshall Wace, LLP403,670$59.6M
Janney Montgomery Scott LLC180,090$26.6M
Voloridge Investment Management, LLC157,634$23.3M
MML Investors Services, LLC71,149$10.5M
Churchill Management Corp68,275$10.1M
Wilson Asset Management (International) Pty Ltd67,910$10.0M
Cornerstone Advisors, LLC62,000$9.16M
Rheos Capital Works Inc.59,900$8.85M
Prana Capital Management, LP55,653$8.22M
Hudson Bay Capital Management LP40,000$5.91M
Bright Rock Capital Management, LLC40,000$5.91M
Jump Financial, LLC33,515$4.95M
RPG Investment Advisory, LLC28,718$4.24M
Gyon Technologies Capital Management, LP18,914$2.79M
Motley Fool Asset Management LLC16,603$2.45M
Arabesque Asset Management Ltd15,901$2.35M
Virtu Financial LLC11,356$1.68M
WCG Wealth Advisors LLC11,022$1.63M
Banque Pictet & Cie SA10,656$1.57M
New England Research & Management, Inc.7,385$1.09M
Bridgefront Capital, LLC6,971$1.03M
Stableford Capital II LLC6,594$991.7K
Ally Financial Inc.6,000$886.5K
One68 Global Capital, LLC5,000$738.8K
Sather Financial Group Inc4,765$704.0K
Edgestream Partners, L.P.4,218$623.2K
DuPont Capital Management Corp3,475$513.4K
Mirabella Financial Services LLP3,392$501.2K
Money Concepts Capital Corp3,262$482.0K
Sanders Morris Harris LLC3,042$449.5K
Mitchell Sinkler & Starr3,000$443.3K
Echo Street Capital Management LLC2,847$420.6K
Claris Advisors, LLC2,694$398.0K
Diversified, LLC2,596$383.5K
Lebenthal Global Advisors, LLC2,509$370.7K
Clear Street Markets LLC2,435$360.0K
HFG Advisors, Inc.2,292$338.6K
Childress Capital Advisors, LLC2,195$324.3K
Next Level Private LLC2,151$323.5K
Fox Run Management, L.L.C.2,155$318.4K
Wealth Dimensions Group, Ltd.2,085$308.1K
Machina Capital S.A.S.2,007$296.5K
Mitsubishi UFJ Asset Management (UK) Ltd.2,000$296.0K
Winton Group Ltd2,003$295.9K
Keystone Financial Services1,645$287.8K
Founders Financial Alliance, LLC1,868$276.1K
Core Wealth Partners LLC3,035$271.4K
Parsons Capital Management Inc1,787$264.1K
Buckley Wealth Management, LLC1,743$257.5K
Ausdal Financial Partners, Inc.1,688$249.4K
IMPACTfolio, LLC1,682$249.0K
MBA Advisors LLC1,587$234.5K
Bridgewater Associates, LP1,575$232.7K
Stanley-Laman Group, Ltd.1,558$230.2K
Vivaldi Capital Management, LLC1,526$229.5K
West Family Investments, Inc.1,518$224.3K
Mengis Capital Management, Inc.1,500$221.0K
Sierra Capital LLC1,499$221.0K
Stonebridge Capital Management Inc1,460$216.0K
Avestar Capital, LLC1,456$215.1K
Terry L. Blaker1,404$207.4K
Sherbrooke Park Advisers LLC1,400$206.8K
Acrisure Capital Management, LLC1,389$205.2K
FMB Wealth Management1,384$204.5K
Sebold Capital Management, Inc.1,368$202.1K
Edge Wealth Management LLC1,373$201.2K
Viawealth, LLC1,331$200.2K
Madden Securities Corp900$133.0K
Sycomore Asset Management816$120.0K
Romano Brothers and Company812$120.0K
Compagnie Lombard Odier SCmA805$119.0K
Glassy Mountain Advisors, Inc.792$117.0K
Norway Savings Bank628$92.8K
Goodwin Investment Advisory315$46.5K
WFA of San Diego, LLC299$44.2K
CKW Financial Group275$41.0K
TCG Advisory Services, LLC276$40.9K
MinichMacGregor Wealth Management, LLC256$37.8K
Lakewood Asset Management LLC249$37.0K
My Personal CFO, LLC201$29.7K
Westwood Holdings Group Inc.175$26.0K
Macroview Investment Management LLC168$24.8K
Elequin Capital LP168$24.8K
Interactive Financial Advisors150$22.2K
One Wealth Advisors, LLC135$19.9K
Blue Bell Private Wealth Management, LLC131$19.4K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.130$19.0K
Affiance Financial, LLC120$17.7K
Fiduciary Alliance LLC106$15.7K
Horizon Bancorp Inc100$15.0K
Coppell Advisory Solutions LLC90$13.3K
Coppell Advisory Solutions Corp.90$13.3K
Freedom Wealth Alliance, LLC87$12.9K
High Net Worth Advisory Group LLC60$8.87K
RWM Asset Management, LLC20$2.96K
United Community Bank16$2.36K
Lansing Street Advisors11$1.63K
Leelyn Smith, LLC10$1.48K
Caas Capital Management LP4$591

Not filed for Q1 2023 yet (42)

Institutions that held American Express Co at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Gofen & Glossberg LLC380,273$56.2M
Rothschild & Co Asset Management US Inc.171,506$25.3M
Comerica Bank83,797$12.9M
Abeille Asset Management SA56,220$8.31M
Allstate Investment Management Co24,404$3.61M
Financial Partners Capital Management LLC21,965$3.25M
Regent Investment Management LLC17,951$2.65M
Mathes Company, Inc.17,570$2.60M
Seeyond16,420$2.43M
Canandaigua National Corp16,095$2.38M
Bennicas & Associates, Inc.15,950$2.36M
Hotaling Investment Management, LLC15,538$2.30M
Personal Capital Advisors Corp11,906$1.76M
Pinnacle Wealth Management, LLC11,510$1.70M
CoreCap Advisors, LLC10,625$1.57M
Gamble Jones Investment Counsel10,053$1.49M
Trustcore Financial Services, LLC8,851$1.31M
Game Plan Financial Advisors, LLC8,300$1.23M
Boenning & Scattergood, Inc.5,677$1.06M
St Germain D J Co Inc47,563$992.6K
Icon Wealth Advisors, LLC6,669$985.4K
Cornerstone Planning Group LLC5,951$874.0K
Sargent Bickham Lagudis LLC5,241$774.4K
Red Cedar Capital, LLC5,016$741.0K
CFO4Life, L.P.4,426$654.0K
ARGI Investment Services, LLC4,346$642.0K
Laurel Wealth Advisors, Inc.4,344$642.0K
YorkBridge Wealth Partners, LLC4,312$637.1K
Zeke Capital Advisors, LLC3,845$568.1K
St. James Investment Advisors, LLC3,182$470.1K
Perpetual Investment Management Ltd3,045$449.9K
Pendal Group Limited2,716$401.3K
Titleist Asset Management, Ltd.2,625$387.9K
Security National Bank of So Dak2,300$340.0K
Resolute Financial, LLC2,168$320.3K
Probity Advisors, Inc.1,409$208.2K
Semmax Financial Advisors Inc.1,325$204.0K
Glass Jacobson Investment Advisors llc1,085$160.3K
Heritage Wealth Management, LLC530$78.3K
Tyler-Stone Wealth Management155$23.0K
Cribstone Capital Management, LLC86$12.7K
Spartan Planning & Wealth Management8$1.18K