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; 3,021 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
- 2,055
- +89 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
- 188
- 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 4,941 | $815.0K | 0.01% | +805+19.5% | Added |
| Axxcess Wealth Management, LLC | 4,946 | $815.8K | 0.06% | −3,418−40.9% | Reduced |
| KB Financial Partners, LLC | 4,974 | $820.0K | 0.24% | −4−0.1% | Reduced |
| Washington Trust Co | 4,972 | $820.1K | 0.04% | +34+0.7% | Added |
| Radnor Capital Management, LLC | 4,985 | $822.0K | 0.22% | +100+2.0% | Added |
| Capital Management Associates | 4,984 | $822.1K | 1.25% | −735−12.9% | Reduced |
| Linscomb & Williams, Inc. | 4,989 | $822.9K | 0.04% | +378+8.2% | Added |
| PMC FIG Opportunities LLC | 5,000 | $824.8K | 5.26% | −1,000−16.7% | Reduced |
| Monetta Financial Services Inc | 5,000 | $824.8K | 0.88% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,000 | $824.8K | 0.18% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,013 | $827.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 5,015 | $827.2K | 0.11% | +318+6.8% | Added |
| Leisure Capital Management | 5,030 | $829.7K | 0.48% | 00.0% | Unchanged |
| Unigestion Holding SA | 5,112 | $830.2K | 0.05% | −1,537−23.1% | Reduced |
| TCI Wealth Advisors, Inc. | 5,048 | $832.7K | 0.11% | +503+11.1% | Added |
| S.A. Mason LLC | 5,053 | $833.4K | 0.61% | +10.0% | Added |
| RSM US Wealth Management LLC | 5,062 | $835.0K | 0.03% | +5,062 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,063 | $835.1K | 0.14% | −81−1.6% | Reduced |
| Levin Capital Strategies, L.P. | 5,064 | $835.3K | 0.11% | −1,500−22.9% | Reduced |
| Parkside Financial Bank & Trust | 5,064 | $835.3K | 0.22% | +51+1.0% | Added |
| Crestwood Advisors Group LLC | 5,072 | $836.6K | 0.03% | −3,329−39.6% | Reduced |
| Allworth Financial LP | 5,073 | $836.8K | 0.01% | +253+5.2% | Added |
| Wealthspire Advisors, LLC | 5,078 | $837.6K | 0.01% | −1,768−25.8% | Reduced |
| Algert Global LLC | 5,112 | $843.2K | 0.04% | +5,112 | New |
| Prospera Financial Services Inc | 5,106 | $843.9K | 0.03% | +1,042+25.6% | Added |
| Desjardins Global Asset Management Inc. | 5,122 | $845.0K | 0.11% | +3,129+157.0% | Added |
| HBK Investments L P | 5,125 | $845.4K | 0.03% | +5,125 | New |
| Lawson Kroeker Investment Management Inc | 5,129 | $846.0K | 0.19% | +5,129 | New |
| Weik Capital Management | 5,143 | $848.0K | 0.39% | −75−1.4% | Reduced |
| NBT Bank N A | 5,157 | $850.6K | 0.12% | 00.0% | Unchanged |
| HNP Capital LLC | 5,176 | $853.8K | 0.24% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,176 | $854.0K | 0.22% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,179 | $854.3K | 0.21% | +19+0.4% | Added |
| Proquility Private Wealth Partners, LLC | 5,180 | $854.4K | 0.34% | +5,180 | New |
| LVW Advisors, LLC | 5,184 | $855.1K | 0.17% | +60+1.2% | Added |
| Aspiriant, LLC | 5,186 | $855.4K | 0.04% | −20−0.4% | Reduced |
| Papp L Roy & Associates | 5,216 | $860.3K | 0.12% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 5,311 | $862.6K | 0.17% | −254−4.6% | Reduced |
| Lewis Capital Management, LLC | 5,271 | $869.5K | 1.31% | +10.0% | Added |
| Sowell Financial Services LLC | 5,302 | $875.0K | 0.07% | +5,302 | New |
| First National Bank of South Miami | 5,352 | $882.8K | 0.70% | −591−9.9% | Reduced |
| Sargent Investment Group, LLC | 5,435 | $890.1K | 0.23% | −3−0.1% | Reduced |
| Versor Investments LP | 5,400 | $890.7K | 0.12% | +2,981+123.2% | Added |
| Arjuna Capital | 5,403 | $891.2K | 0.35% | +5,403 | New |
| Pecaut & Co. | 5,427 | $895.2K | 0.41% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,448 | $898.6K | 0.02% | −5,961−52.2% | Reduced |
| Hartford Funds Management Co LLC | 5,446 | $898.6K | 0.09% | +697+14.7% | Added |
| Guyasuta Investment Advisors Inc | 5,455 | $899.8K | 0.07% | +2,750+101.7% | Added |
| Hohimer Wealth Management, LLC | 5,489 | $905.4K | 0.26% | +3,718+209.9% | Added |
| Boyar Asset Management Inc. | 5,492 | $905.9K | 0.70% | +100+1.9% | Added |
| Forum Financial Management, LP | 5,495 | $906.4K | 0.03% | −93−1.7% | Reduced |
| Icon Advisers Inc | 5,500 | $907.2K | 0.23% | +5,500 | New |
| Diligent Investors, LLC | 5,501 | $907.4K | 0.28% | 00.0% | Unchanged |
| Shelton Capital Management | 5,520 | $910.5K | 0.04% | +3,720+206.7% | Added |
| Perpetual Ltd | 5,520 | $910.5K | 0.01% | +5,520 | New |
| Abundance Wealth Counselors | 5,526 | $912.0K | 0.23% | +113+2.1% | Added |
| Strategic Advisors LLC | 5,536 | $913.2K | 0.18% | −146−2.6% | Reduced |
| First Command Bank | 5,554 | $916.1K | 0.09% | −850−13.3% | Reduced |
| First Command Financial Services, Inc. | 5,554 | $916.1K | 0.09% | −850−13.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,577 | $919.9K | 0.68% | 00.0% | Unchanged |
| Wealth Alliance | 5,596 | $923.1K | 0.15% | +267+5.0% | Added |
| Conning Inc. | 5,599 | $923.6K | 0.03% | −197−3.4% | Reduced |
| Symphony Financial, Ltd. Co. | 5,690 | $924.1K | 0.24% | +321+6.0% | Added |
| Flputnam Investment Management Co | 5,609 | $925.1K | 0.03% | +762+15.7% | Added |
| Northcape Wealth Management, LLC | 5,659 | $933.5K | 0.34% | +5,659 | New |
| TrinityPoint Wealth, LLC | 5,660 | $933.6K | 0.20% | −169−2.9% | Reduced |
| Thomas White International Ltd | 5,678 | $936.6K | 0.20% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,697 | $939.7K | 0.14% | −20−0.3% | Reduced |
| Lyell Wealth Management, LP | 5,705 | $941.0K | 0.13% | −41−0.7% | Reduced |
| Waldron Private Wealth LLC | 5,727 | $944.7K | 0.05% | +284+5.2% | Added |
| Robertson Stephens Wealth Management, LLC | 5,731 | $945.4K | 0.08% | +2,843+98.4% | Added |
| Highline Wealth Partners LLC | 5,777 | $952.9K | 0.65% | +20.0% | Added |
| Spinnaker Trust | 5,819 | $959.8K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,832 | $961.9K | 0.09% | −987−14.5% | Reduced |
| Ellis Investment Partners, LLC | 5,833 | $962.1K | 0.25% | +11+0.2% | Added |
| Dover Advisors, LLC | 5,843 | $963.8K | 0.93% | +1,127+23.9% | Added |
| Spears Abacus Advisors LLC | 5,852 | $965.3K | 0.09% | +150+2.6% | Added |
| Verity & Verity, LLC | 5,874 | $968.9K | 0.12% | −3,675−38.5% | Reduced |
| Summit Trail Advisors, LLC | 5,901 | $973.4K | 0.04% | +761+14.8% | Added |
| KRS Capital Management, LLC | 5,987 | $987.6K | 1.11% | +38+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 5,997 | $989.2K | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $989.7K | 0.45% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 6,006 | $990.0K | 0.55% | −8,428−58.4% | Reduced |
| Goodman Advisory Group, LLC | 6,012 | $991.7K | 0.54% | +6,012 | New |
| Continuum Advisory, LLC | 6,023 | $993.5K | 0.17% | −909−13.1% | Reduced |
| Global Retirement Partners, LLC | 6,564 | $999.1K | 0.05% | +1,293+24.5% | Added |
| Mutual Advisors, LLC | 6,113 | $1.01M | 0.04% | +446+7.9% | Added |
| Derbend Asset Management | 6,121 | $1.01M | 0.76% | +18+0.3% | Added |
| Amica Retiree Medical Trust | 6,144 | $1.01M | 1.07% | −2,286−27.1% | Reduced |
| WealthTrust Axiom LLC | 6,153 | $1.02M | 0.35% | 00.0% | Unchanged |
| Ledyard National Bank | 6,155 | $1.02M | 0.12% | −345−5.3% | Reduced |
| Inceptionr LLC | 6,159 | $1.02M | 0.33% | +6,159 | New |
| IHT Wealth Management, LLC | 6,175 | $1.02M | 0.06% | −5,589−47.5% | Reduced |
| Laurel Wealth Advisors LLC | 6,236 | $1.03M | 0.22% | +465+8.1% | Added |
| Mark Stevens | 6,242 | $1.03M | 0.13% | +104+1.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,249 | $1.03M | 0.01% | −20.0% | Reduced |
| Becker Capital Management Inc | 6,263 | $1.03M | 0.04% | +75+1.2% | Added |
| M Holdings Securities, Inc. | 6,298 | $1.04M | 0.11% | +1,449+29.9% | Added |
| Parisi Gray Wealth Management | 6,301 | $1.04M | 0.65% | +17+0.3% | Added |
| Wealthsource Partners, LLC | 6,321 | $1.04M | 0.07% | +4+0.1% | Added |