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 |
|---|---|---|---|---|---|
| Lavaca Capital LLC | 6,284 | $1.04M | 0.24% | +4+0.1% | Added |
| Teza Capital Management LLC | 6,357 | $1.05M | 0.23% | −5,528−46.5% | Reduced |
| Principle Wealth Partners LLC | 6,359 | $1.05M | 0.11% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,375 | $1.05M | 0.12% | +746+13.3% | Added |
| Checchi Capital Advisers, LLC | 6,375 | $1.05M | 0.10% | −106−1.6% | Reduced |
| Beck Bode, LLC | 6,381 | $1.05M | 0.26% | +6,381 | New |
| S&CO Inc | 6,386 | $1.05M | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,421 | $1.06M | 0.06% | −173−2.6% | Reduced |
| Arden Trust Co | 6,438 | $1.06M | 0.19% | −1,196−15.7% | Reduced |
| Coronation Fund Managers Ltd. | 6,455 | $1.06M | 0.03% | +6,455 | New |
| Carr Financial Group Corp | 6,480 | $1.07M | 0.47% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,653 | $1.07M | 0.14% | +2,292+52.6% | Added |
| Nomura Holdings Inc | 6,509 | $1.07M | 0.01% | +5,911+988.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,518 | $1.08M | 0.28% | −80−1.2% | Reduced |
| Duff & Phelps Investment Management Co | 6,555 | $1.08M | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 6,564 | $1.08M | 0.80% | +64+1.0% | Added |
| Townsend & Associates, Inc | 6,740 | $1.09M | 0.44% | +3,556+111.7% | Added |
| Mraz, Amerine & Associates, Inc. | 6,642 | $1.10M | 0.27% | −437−6.2% | Reduced |
| Aurora Private Wealth, Inc. | 6,659 | $1.10M | 1.17% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,667 | $1.10M | 0.12% | +6,667 | New |
| Segall Bryant & Hamill, LLC | 6,726 | $1.11M | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 6,728 | $1.11M | 0.04% | −158−2.3% | Reduced |
| Beacon Financial Group | 6,902 | $1.11M | 0.16% | −374−5.1% | Reduced |
| Symmetry Partners, LLC | 6,817 | $1.12M | 0.06% | 00.0% | Unchanged |
| Investment House LLC | 6,835 | $1.13M | 0.09% | −550−7.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,843 | $1.13M | 0.07% | +3,074+81.6% | Added |
| AXS Investments LLC | 6,850 | $1.13M | 0.37% | −684−9.1% | Reduced |
| Piscataqua Savings Bank | 6,877 | $1.13M | 0.97% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,884 | $1.14M | 0.77% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 6,900 | $1.14M | 0.96% | +202+3.0% | Added |
| McAdam, LLC | 6,911 | $1.14M | 0.10% | +613+9.7% | Added |
| SOA Wealth Advisors, LLC. | 6,913 | $1.14M | 0.28% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 6,944 | $1.15M | 0.23% | −6,030−46.5% | Reduced |
| Trust Asset Management LLC | 6,944 | $1.15M | 0.13% | +32+0.5% | Added |
| Patten & Patten Inc | 6,946 | $1.15M | 0.10% | +266+4.0% | Added |
| Ritholtz Wealth Management | 6,982 | $1.15M | 0.06% | +1,341+23.8% | Added |
| We Are One Seven, LLC | 7,051 | $1.16M | 0.07% | +367+5.5% | Added |
| Transatlantique Private Wealth LLC | 7,143 | $1.16M | 0.64% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,088 | $1.17M | 0.28% | −176−2.4% | Reduced |
| Telemus Capital, LLC | 7,115 | $1.17M | 0.10% | +141+2.0% | Added |
| Smithfield Trust Co | 7,142 | $1.17M | 0.08% | −682−8.7% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.18M | 0.50% | 00.0% | Unchanged |
| Busey Wealth Management | 7,161 | $1.18M | 0.05% | +902+14.4% | Added |
| Veracity Capital LLC | 7,162 | $1.18M | 0.55% | +18+0.3% | Added |
| Paradigm Financial Partners, LLC | 7,164 | $1.18M | 0.32% | +482+7.2% | Added |
| Monte Financial Group, LLC | 7,166 | $1.18M | 0.62% | +227+3.3% | Added |
| Centaurus Financial, Inc. | 7,185 | $1.19M | 0.09% | −469−6.1% | Reduced |
| Balentine LLC | 7,192 | $1.19M | 0.04% | −318−4.2% | Reduced |
| Fort Point Capital Partners LLC | 7,197 | $1.19M | 0.19% | +24+0.3% | Added |
| Lee Danner & Bass Inc | 7,211 | $1.19M | 0.11% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,212 | $1.19M | 0.12% | +100+1.4% | Added |
| Fund Management at Engine No. 1 LLC | 7,221 | $1.19M | 0.24% | +641+9.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $1.19M | 0.09% | −651−8.2% | Reduced |
| Auxier Asset Management | 7,273 | $1.20M | 0.21% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,273 | $1.20M | 0.24% | −229−3.1% | Reduced |
| Connolly Sarah T. | 7,285 | $1.20M | 0.76% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,327 | $1.21M | 0.10% | +142+2.0% | Added |
| Ameritas Investment Partners, Inc. | 7,331 | $1.21M | 0.05% | −58−0.8% | Reduced |
| Stevens Capital Management LP | 7,337 | $1.21M | 0.30% | +7,337 | New |
| Morse Asset Management, Inc | 7,362 | $1.21M | 0.41% | −405−5.2% | Reduced |
| Intellectus Partners, LLC | 7,362 | $1.21M | 0.38% | −550−7.0% | Reduced |
| Knightsbridge Asset Management, LLC | 7,379 | $1.22M | 0.21% | +1,309+21.6% | Added |
| Lazard Freres Gestion S.A.S. | 8,815 | $1.22M | 0.04% | +530+6.4% | Added |
| Joel Isaacson & Co., LLC | 7,433 | $1.23M | 0.09% | 00.0% | Unchanged |
| BancorpSouth Bank | 7,438 | $1.23M | 0.11% | −378−4.8% | Reduced |
| SRN Advisors, LLC | 7,556 | $1.23M | 1.12% | −2,067−21.5% | Reduced |
| Lumature Wealth Partners, LLC | 7,453 | $1.23M | 0.69% | +752+11.2% | Added |
| Merit Financial Group, LLC | 7,594 | $1.25M | 0.05% | −138−1.8% | Reduced |
| Chesapeake Wealth Management | 7,595 | $1.25M | 0.52% | +175+2.4% | Added |
| Signature Wealth Management Group | 7,600 | $1.25M | 0.59% | −3,814−33.4% | Reduced |
| SageView Advisory Group, LLC | 7,611 | $1.26M | 0.08% | +1,434+23.2% | Added |
| Beach Investment Counsel Inc | 7,633 | $1.26M | 0.17% | −100−1.3% | Reduced |
| Wealth Advisors, Inc. | 7,786 | $1.26M | 0.60% | +65+0.8% | Added |
| Associated Banc-Corp | 7,668 | $1.26M | 0.05% | +20.0% | Added |
| Bank of Hawaii | 7,692 | $1.27M | 0.07% | −27−0.3% | Reduced |
| Karpas Strategies, LLC | 7,736 | $1.28M | 0.45% | −181−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 7,740 | $1.28M | 0.30% | +62+0.8% | Added |
| Essex Financial Services, Inc. | 7,803 | $1.29M | 0.14% | +328+4.4% | Added |
| Stokes Family Office, LLC | 7,912 | $1.31M | 0.16% | −385−4.6% | Reduced |
| VisionPoint Advisory Group, LLC | 8,780 | $1.31M | 0.58% | +1,496+20.5% | Added |
| Apollon Wealth Management, LLC | 7,936 | $1.31M | 0.08% | +709+9.8% | Added |
| GYL Financial Synergies, LLC | 7,939 | $1.31M | 0.16% | +4,134+108.6% | Added |
| Ascent Group, LLC | 7,976 | $1.32M | 0.14% | −731−8.4% | Reduced |
| Evoke Wealth, LLC | 7,986 | $1.32M | 0.05% | +102+1.3% | Added |
| RFG Advisory, LLC | 7,994 | $1.32M | 0.06% | +880+12.4% | Added |
| Union Heritage Capital, LLC | 8,000 | $1.32M | 0.80% | 00.0% | Unchanged |
| Community Bank, N.A. | 8,018 | $1.32M | 0.18% | −236−2.9% | Reduced |
| Greenwood Gearhart Inc | 8,023 | $1.32M | 0.17% | −732−8.4% | Reduced |
| Excalibur Management Corp | 8,061 | $1.33M | 0.69% | −170−2.1% | Reduced |
| Advisory Research Inc | 8,062 | $1.33M | 0.22% | 00.0% | Unchanged |
| Pitcairn Co | 8,073 | $1.33M | 0.12% | +357+4.6% | Added |
| McMillion Capital Management Inc | 8,090 | $1.33M | 1.26% | −1,836−18.5% | Reduced |
| Triad Investment Management | 8,138 | $1.34M | 1.95% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 8,160 | $1.35M | 0.49% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 8,200 | $1.35M | 0.07% | −385−4.5% | Reduced |
| Massmutual Trust Co FSB | 8,207 | $1.35M | 0.05% | +208+2.6% | Added |
| Invst, LLC | 8,546 | $1.35M | 0.21% | +41+0.5% | Added |
| Bryn Mawr Trust Co | 8,231 | $1.36M | 0.06% | +275+3.5% | Added |
| Woodstock Corp | 8,238 | $1.36M | 0.17% | −78−0.9% | Reduced |
| Palisade Asset Management, LLC | 8,248 | $1.36M | 0.17% | −275−3.2% | Reduced |