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, Q1 2023
Institutional positions in American Express Co as of Mar 31, 2023. 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
- 2,056
- +90 vs. Q4 2022
- Shares held
- 626.4M
- +2.67M (+0.4%) vs. Q4 2022
- Total value
- $102.9B
- +$10.8B (+11.8%) vs. Q4 2022
- New holders
- 189
- 749 more added
- Sold out
- 99
- 738 more reduced
42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 2,300,000 | $0 | 0.00% | +2,283,378+13,737.1% | Added |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 5 | $825 | 0.00% | −12−70.6% | Reduced |
| Grey Fox Wealth Advisors, LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 17 | $2.80K | 0.00% | +17 | New |
| James Investment Research Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $3.13K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 21 | $3.46K | 0.00% | +21 | New |
| Ogorek Anthony Joseph | 25 | $4.00K | 0.00% | +25 | New |
| PayPay Securities Corp | 27 | $4.45K | 0.30% | −12−30.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 29 | $4.70K | 0.00% | −4−12.1% | Reduced |
| Buck Wealth Strategies, LLC | 30 | $4.95K | 0.00% | +30 | New |
| Red Tortoise LLC | 32 | $5.28K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 33 | $5.36K | 0.00% | −6,765−99.5% | Reduced |
| WealthPlan Investment Management, LLC | 35 | $5.77K | 0.00% | +35 | New |
| Carolinas Wealth Consulting LLC | 36 | $5.94K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 38 | $6.17K | 0.01% | +38 | New |
| Gables Capital Management Inc. | 40 | $6.60K | 0.00% | +10+33.3% | Added |
| Caldwell Sutter Capital, Inc. | 40 | $6.60K | 0.00% | +40 | New |
| Disciplined Investments, LLC | 41 | $6.76K | 0.00% | −9−18.0% | Reduced |
| True Wealth Design, LLC | 41 | $6.84K | 0.00% | +16+64.0% | Added |
| Stone House Investment Management, LLC | 42 | $6.88K | 0.00% | +42 | New |
| Horrell Capital Management, Inc. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 48 | $7.92K | 0.00% | +34+242.9% | Added |
| Retirement Group, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $8.25K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $8.70K | 0.01% | +3+6.0% | Added |
| Activest Wealth Management | 56 | $9.74K | 0.01% | +56 | New |
| Park Place Capital Corp | 65 | $10.7K | 0.00% | +9+16.1% | Added |
| SJS Investment Consulting Inc. | 65 | $10.7K | 0.00% | +9+16.1% | Added |
| Baldwin Brothers Inc | 66 | $10.9K | 0.00% | +58+725.0% | Added |
| DB Wealth Management Group, LLC | 78 | $12.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $14.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 88 | $14.4K | 0.00% | +33+60.0% | Added |
| Sofos Investments, Inc. | 165 | $14.6K | 0.64% | +17+11.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 93 | $15.3K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 99 | $16.0K | 0.01% | +1+1.0% | Added |
| Iron Horse Wealth Management, LLC | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $16.5K | 0.00% | +100 | New |
| Level Financial Advisors, Inc. | 105 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 105 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 108 | $17.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 119 | $19.6K | 0.01% | +55+85.9% | Added |
| Fortis Capital Advisors, LLC | 120 | $19.8K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 112 | $20.9K | 0.02% | +72+180.0% | Added |
| Sugarloaf Wealth Management, LLC | 137 | $22.7K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 143 | $23.6K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 159 | $24.3K | 0.02% | +159 | New |
| Perkins Coie Trust Co | 150 | $24.7K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 150 | $24.7K | 0.01% | −50−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 150 | $24.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 154 | $26.0K | 0.00% | −11−6.7% | Reduced |
| PSI Advisors, LLC | 160 | $26.4K | 0.01% | −401−71.5% | Reduced |
| Rise Advisors, LLC | 168 | $27.7K | 0.02% | +9+5.7% | Added |
| Annapolis Financial Services, LLC | 169 | $27.9K | 0.01% | −1−0.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 172 | $28.4K | 0.01% | −36−17.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 177 | $29.0K | 0.00% | −26−12.8% | Reduced |
| Cedar Mountain Advisors, LLC | 179 | $29.5K | 0.01% | −20−10.1% | Reduced |
| First PREMIER Bank | 180 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $33.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 203 | $33.5K | 0.02% | +13+6.8% | Added |
| Granite FO LLC | 208 | $33.6K | 0.02% | +94+82.5% | Added |
| Steward Financial Group LLC | 211 | $34.0K | 0.01% | +108+104.9% | Added |
| Glen Eagle Advisors, LLC | 211 | $34.8K | 0.01% | −10−4.5% | Reduced |
| Column Capital Advisors, LLC | 217 | $35.8K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 220 | $36.4K | 0.03% | +220 | New |
| Carmichael Hill & Associates, Inc. | 222 | $36.6K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 225 | $37.1K | 0.02% | +12+5.6% | Added |
| Focused Wealth Management, Inc | 225 | $37.1K | 0.01% | +210+1,400.0% | Added |
| Financial Perspectives, Inc | 229 | $37.7K | 0.02% | +1+0.4% | Added |
| Atlas Capital Advisors LLC | 234 | $38.6K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 239 | $39.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 237 | $39.2K | 0.04% | +11+4.9% | Added |
| Addison Advisors LLC | 239 | $39.4K | 0.02% | +74+44.8% | Added |
| Institutional & Family Asset Management, LLC | 251 | $41.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 258 | $42.6K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 265 | $43.7K | 0.28% | +265 | New |
| Global Wealth Strategies & Associates | 272 | $44.9K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 275 | $45.4K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 279 | $46.0K | 0.02% | +139+99.3% | Added |
| Vestor Capital, LLC | 290 | $48.0K | 0.01% | −4−1.4% | Reduced |
| Earnest Partners LLC | 293 | $48.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $48.7K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 299 | $49.3K | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 300 | $49.5K | 0.05% | +134+80.7% | Added |
| Bell Investment Advisors, Inc | 309 | $51.0K | 0.01% | +40+14.9% | Added |
| Ritter Daniher Financial Advisory LLC | 325 | $53.6K | 0.02% | −45−12.2% | Reduced |
| Financial Connections Group, Inc. | 334 | $55.0K | 0.04% | −536−61.6% | Reduced |
| Sound Income Strategies, LLC | 347 | $57.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 350 | $57.8K | 0.02% | −100−22.2% | Reduced |
| Tacita Capital Inc | 360 | $59.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 358 | $59.1K | 0.01% | −235−39.6% | Reduced |