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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 8,266 | $1.36M | 0.06% | −71−0.9% | Reduced |
| Moloney Securities Asset Management, LLC | 8,303 | $1.37M | 0.26% | +30+0.4% | Added |
| Osborne Partners Capital Management, LLC | 8,314 | $1.37M | 0.10% | +27+0.3% | Added |
| Boltwood Capital Management | 8,380 | $1.38M | 0.52% | +190+2.3% | Added |
| Amarillo National Bank | 8,389 | $1.38M | 0.28% | +76+0.9% | Added |
| Rothschild Investment Corp | 8,392 | $1.38M | 0.12% | −2,678−24.2% | Reduced |
| Harbor Capital Advisors, Inc. | 8,391 | $1.38M | 0.40% | +8,391 | New |
| DoubleLine ETF Adviser LP | 8,425 | $1.39M | 0.59% | −14−0.2% | Reduced |
| Gotham Asset Management, LLC | 8,509 | $1.40M | 0.03% | +4,531+113.9% | Added |
| Investors Asset Management of Georgia Inc | 8,550 | $1.41M | 0.75% | +115+1.4% | Added |
| Coastal Bridge Advisors, LLC | 8,553 | $1.41M | 0.36% | +10+0.1% | Added |
| Rathbone Brothers plc | 8,557 | $1.41M | 0.01% | −2,269−21.0% | Reduced |
| United Asset Strategies, Inc. | 8,559 | $1.41M | 0.19% | +148+1.8% | Added |
| Evergreen Capital Management LLC | 8,562 | $1.41M | 0.06% | +449+5.5% | Added |
| Washington Trust Advisors, Inc. | 8,567 | $1.41M | 0.14% | −275−3.1% | Reduced |
| FineMark National Bank & Trust | 8,581 | $1.42M | 0.06% | +386+4.7% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.42M | 0.15% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 8,624 | $1.42M | 0.19% | +6,031+232.6% | Added |
| Oldfather Financial Services, LLC | 8,626 | $1.42M | 0.74% | +3,331+62.9% | Added |
| Strategic Investment Advisors | 8,643 | $1.43M | 0.26% | −414−4.6% | Reduced |
| Beaumont Financial Advisors, LLC | 8,644 | $1.43M | 0.14% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,685 | $1.43M | 0.27% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 8,704 | $1.44M | 0.69% | −11−0.1% | Reduced |
| HBK Sorce Advisory LLC | 8,715 | $1.44M | 0.07% | −19,755−69.4% | Reduced |
| Taylor Frigon Capital Management LLC | 8,724 | $1.44M | 0.79% | −90−1.0% | Reduced |
| Western Wealth Management, LLC | 8,726 | $1.44M | 0.13% | +348+4.2% | Added |
| Arete Wealth Advisors, LLC | 8,728 | $1.44M | 0.12% | −512−5.5% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.44M | 0.33% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 8,757 | $1.44M | 0.55% | +1,302+17.5% | Added |
| FDx Advisors, Inc. | 9,805 | $1.45M | 0.06% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 8,798 | $1.45M | 1.37% | +8,798 | New |
| Berkshire Asset Management LLC | 8,876 | $1.46M | 0.09% | +8,876 | New |
| Laffer Tengler Investments | 8,889 | $1.47M | 0.40% | +199+2.3% | Added |
| Simmons Bank | 8,890 | $1.47M | 0.13% | −432−4.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,021 | $1.49M | 0.45% | +273+3.1% | Added |
| Hyman Charles D | 9,048 | $1.49M | 0.10% | +564+6.6% | Added |
| Fulton Bank, N.A. | 9,061 | $1.49M | 0.08% | −109−1.2% | Reduced |
| TAGStone Capital, Inc. | 9,074 | $1.50M | 1.12% | +26+0.3% | Added |
| Qtron Investments LLC | 9,078 | $1.50M | 0.31% | +414+4.8% | Added |
| Blue Zone Wealth Advisors, LLC | 9,108 | $1.50M | 0.80% | −3,599−28.3% | Reduced |
| Jones Financial Companies LLLP | 9,118 | $1.50M | 0.00% | −320−3.4% | Reduced |
| Hartline Investment Corp | 9,181 | $1.51M | 0.30% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 9,186 | $1.52M | 0.17% | −145−1.6% | Reduced |
| Axq Capital, LP | 9,200 | $1.52M | 0.60% | +7,508+443.7% | Added |
| Trustco Bank Corp N Y | 9,211 | $1.52M | 1.67% | +75+0.8% | Added |
| Insight Wealth Strategies, LLC | 9,249 | $1.53M | 0.30% | −47−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.53M | 0.20% | 00.0% | Unchanged |
| KWB Wealth | 10,397 | $1.54M | 0.28% | +2,411+30.2% | Added |
| HighTower Trust Services, LTA | 9,305 | $1.54M | 0.15% | +1,960+26.7% | Added |
| Berkshire Bank | 9,365 | $1.54M | 0.46% | −273−2.8% | Reduced |
| Eisler Capital (UK) Ltd. | 9,430 | $1.56M | 0.13% | +9,430 | New |
| Gateway Investment Advisers LLC | 9,466 | $1.56M | 0.02% | −203−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 9,598 | $1.57M | 0.08% | +743+8.4% | Added |
| Carl P. Sherr & Co., LLC | 9,543 | $1.57M | 1.13% | +525+5.8% | Added |
| Mission Wealth Management, LP | 9,551 | $1.58M | 0.07% | +652+7.3% | Added |
| NFJ Investment Group, LLC | 9,558 | $1.58M | 0.04% | −500−5.0% | Reduced |
| Veriti Management LLC | 9,562 | $1.58M | 0.19% | +1,325+16.1% | Added |
| CMT Capital Markets Trading GmbH | 9,587 | $1.58M | 1.92% | +4,837+101.8% | Added |
| Applied Capital LLC | 9,587 | $1.58M | 1.57% | −196−2.0% | Reduced |
| Woodmont Investment Counsel LLC | 9,618 | $1.59M | 0.17% | +1,077+12.6% | Added |
| Bigelow Investment Advisors, LLC | 9,623 | $1.59M | 0.91% | +61+0.6% | Added |
| Linker Capital Management Inc. | 9,650 | $1.59M | 1.75% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 9,752 | $1.61M | 0.29% | +2,573+35.8% | Added |
| Institute for Wealth Management, LLC. | 9,766 | $1.61M | 0.31% | −81−0.8% | Reduced |
| Plimoth Trust Co LLC | 9,772 | $1.61M | 0.50% | +23+0.2% | Added |
| Scotia Capital Inc. | 9,803 | $1.62M | 0.01% | −534−5.2% | Reduced |
| Everett Harris & Co | 9,839 | $1.62M | 0.03% | +342+3.6% | Added |
| Chicago Capital, LLC | 9,849 | $1.62M | 0.08% | 00.0% | Unchanged |
| Knuff & Co LLC | 9,855 | $1.63M | 0.64% | 00.0% | Unchanged |
| RNC Capital Management LLC | 9,894 | $1.63M | 0.09% | −570−5.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 9,900 | $1.63M | 1.13% | −1,052−9.6% | Reduced |
| BKD Wealth Advisors, LLC | 9,916 | $1.64M | 0.05% | +32+0.3% | Added |
| Ziegler Capital Management, LLC | 9,939 | $1.64M | 0.06% | −28−0.3% | Reduced |
| Vetamer Capital Management, L.P. | 9,966 | $1.64M | 2.26% | +9,966 | New |
| Barden Capital Management, Inc. | 9,989 | $1.65M | 1.57% | +66+0.7% | Added |
| Cunning Capital Partners, LP | 10,070 | $1.66M | 1.13% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,162 | $1.68M | 0.12% | +980+10.7% | Added |
| Anchor Investment Management, LLC | 10,221 | $1.69M | 0.23% | −48−0.5% | Reduced |
| TrimTabs Asset Management, LLC | 10,278 | $1.70M | 0.91% | +3,699+56.2% | Added |
| Penobscot Investment Management Company, Inc. | 10,285 | $1.70M | 0.30% | +96+0.9% | Added |
| Vise Technologies, Inc. | 10,310 | $1.70M | 0.45% | +2,407+30.5% | Added |
| Beverly Hills Private Wealth, LLC | 10,311 | $1.70M | 0.53% | +1,909+22.7% | Added |
| Signaturefd, LLC | 10,330 | $1.70M | 0.05% | +726+7.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,342 | $1.71M | 0.08% | +80+0.8% | Added |
| Inlet Private Wealth, LLC | 10,385 | $1.71M | 0.45% | 00.0% | Unchanged |
| Guardian Capital LP | 10,388 | $1.71M | 0.05% | −900−8.0% | Reduced |
| Qsemble Capital Management, LP | 10,400 | $1.72M | 1.16% | +10,400 | New |
| Meeder Advisory Services, Inc. | 10,464 | $1.73M | 0.20% | +414+4.1% | Added |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.73M | 1.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,578 | $1.74M | 0.09% | +2,693+34.2% | Added |
| Schechter Investment Advisors, LLC | 10,601 | $1.75M | 0.16% | +142+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 10,657 | $1.76M | 0.24% | −4,050−27.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,697 | $1.76M | 1.16% | −112−1.0% | Reduced |
| Sawgrass Asset Management LLC | 10,710 | $1.77M | 0.23% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,713 | $1.77M | 0.05% | +6,716+168.0% | Added |
| St. Johns Investment Management Company, LLC | 10,790 | $1.78M | 1.03% | +63+0.6% | Added |
| Colonial Trust Co | 10,839 | $1.79M | 0.45% | +9,866+1,014.0% | Added |
| Argus Investors' Counsel, Inc. | 10,881 | $1.79M | 1.36% | −29−0.3% | Reduced |
| Wintrust Investments LLC | 10,903 | $1.80M | 0.23% | +176+1.6% | Added |
| Sigma Planning Corp | 10,981 | $1.81M | 0.06% | −193−1.7% | Reduced |