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 |
|---|---|---|---|---|---|
| Gifford Fong Associates | 11,000 | $1.81M | 0.48% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.81M | 0.54% | 00.0% | Unchanged |
| Webster Bank, N. A. | 11,017 | $1.82M | 0.24% | +8,419+324.1% | Added |
| EFG Asset Management (North America) Corp. | 11,025 | $1.82M | 0.40% | +1,449+15.1% | Added |
| Graham Capital Management, L.P. | 11,045 | $1.82M | 0.06% | +2,806+34.1% | Added |
| Moors & Cabot, Inc. | 11,067 | $1.83M | 0.13% | −1,663−13.1% | Reduced |
| Pinnacle Holdings, LLC | 11,095 | $1.83M | 0.85% | −31−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 11,122 | $1.83M | 0.13% | −327−2.9% | Reduced |
| Quantbot Technologies LP | 11,127 | $1.84M | 0.13% | +427+4.0% | Added |
| MainStreet Investment Advisors LLC | 11,183 | $1.84M | 0.20% | +2,278+25.6% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.85M | 0.18% | 00.0% | Unchanged |
| Adviser Investments LLC | 11,264 | $1.86M | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,271 | $1.86M | 0.02% | −10,634−48.5% | Reduced |
| Sequoia Financial Advisors, LLC | 11,368 | $1.88M | 0.04% | +2,297+25.3% | Added |
| Buttonwood Financial Advisors Inc. | 11,378 | $1.88M | 1.46% | −477−4.0% | Reduced |
| SOL Capital Management CO | 11,403 | $1.88M | 0.31% | 00.0% | Unchanged |
| Bailard, Inc. | 11,412 | $1.88M | 0.07% | +53+0.5% | Added |
| Fairfield, Bush & Co. | 11,430 | $1.89M | 0.66% | +10,000+699.3% | Added |
| Herbst Group, LLC | 11,500 | $1.90M | 1.34% | +100+0.9% | Added |
| Profund Advisors LLC | 11,519 | $1.90M | 0.12% | −128−1.1% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $1.90M | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,548 | $1.90M | 0.15% | −84−0.7% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $1.91M | 0.65% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.91M | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 11,669 | $1.92M | 0.60% | −450−3.7% | Reduced |
| IFG Advisory, LLC | 11,721 | $1.93M | 0.18% | −257−2.1% | Reduced |
| Fruth Investment Management | 11,750 | $1.94M | 0.56% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 11,792 | $1.95M | 1.01% | −50−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 11,827 | $1.95M | 0.07% | +611+5.4% | Added |
| Caldwell Trust Co | 11,858 | $1.96M | 0.27% | −241−2.0% | Reduced |
| Caliber Wealth Management, LLC | 11,872 | $1.96M | 1.47% | +2,805+30.9% | Added |
| BLB&B Advisors, LLC | 11,891 | $1.96M | 0.15% | −37−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,896 | $1.96M | 0.13% | −64−0.5% | Reduced |
| Doheny Asset Management | 11,903 | $1.96M | 1.76% | +2,530+27.0% | Added |
| Wolf Group Capital Advisors | 11,906 | $1.96M | 0.98% | −1,210−9.2% | Reduced |
| Copperwynd Financial, LLC | 11,994 | $1.98M | 1.01% | +11,994 | New |
| Independent Investors Inc | 12,000 | $1.98M | 0.49% | 00.0% | Unchanged |
| Insight Inv LLC | 12,006 | $1.98M | 2.14% | 00.0% | Unchanged |
| Lincoln National Corp | 12,066 | $1.99M | 0.04% | −2,755−18.6% | Reduced |
| Montag A & Associates Inc | 12,146 | $2.00M | 0.13% | −196−1.6% | Reduced |
| Savant Capital, LLC | 12,187 | $2.01M | 0.04% | +1,032+9.3% | Added |
| Vinva Investment Management Ltd | 12,402 | $2.01M | 0.17% | +12,402 | New |
| Alps Advisors Inc | 12,231 | $2.02M | 0.02% | −1,041−7.8% | Reduced |
| Cito Capital Group, LLC | 12,300 | $2.03M | 1.01% | −100−0.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 12,400 | $2.05M | 0.32% | −18,600−60.0% | Reduced |
| CAPROCK Group, Inc. | 12,403 | $2.05M | 0.16% | +1,590+14.7% | Added |
| Parallel Advisors, LLC | 12,410 | $2.05M | 0.07% | +519+4.4% | Added |
| Valueworks LLC | 12,428 | $2.05M | 0.78% | −439−3.4% | Reduced |
| Welch Group, LLC | 12,430 | $2.05M | 0.12% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 12,460 | $2.06M | 0.53% | +5,660+83.2% | Added |
| Smith, Salley & Associates | 12,468 | $2.06M | 0.16% | −44−0.4% | Reduced |
| Quantinno Capital Management LP | 12,501 | $2.06M | 0.14% | +97+0.8% | Added |
| Xcel Wealth Management, LLC | 12,523 | $2.07M | 0.73% | +12,523 | New |
| Aviance Capital Partners, LLC | 12,542 | $2.07M | 0.46% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 12,546 | $2.07M | 0.09% | −549−4.2% | Reduced |
| J. Goldman & Co LP | 12,555 | $2.07M | 0.12% | −10,399−45.3% | Reduced |
| Altshuler Shaham Ltd | 12,607 | $2.08M | 0.05% | −795−5.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,656 | $2.09M | 0.15% | +1,020+8.8% | Added |
| Ahl Investment Management, Inc. | 12,682 | $2.09M | 1.93% | −580−4.4% | Reduced |
| QV Investors Inc. | 12,680 | $2.09M | 0.20% | −680−5.1% | Reduced |
| Jacobi Capital Management LLC | 12,695 | $2.09M | 0.25% | −155−1.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,719 | $2.10M | 0.19% | −137−1.1% | Reduced |
| Change Path, LLC | 12,733 | $2.10M | 0.10% | +662+5.5% | Added |
| Quadrant Capital Group LLC | 12,760 | $2.10M | 0.22% | −87−0.7% | Reduced |
| BBR Partners, LLC | 12,816 | $2.11M | 0.24% | +47+0.4% | Added |
| Greenfield Savings Bank | 12,864 | $2.12M | 1.38% | −40−0.3% | Reduced |
| Aaron Wealth Advisors | 12,870 | $2.12M | 0.29% | +237+1.9% | Added |
| Coldstream Capital Management Inc | 12,881 | $2.12M | 0.07% | +247+2.0% | Added |
| West Oak Capital, LLC | 12,892 | $2.13M | 1.08% | −1,345−9.4% | Reduced |
| Moneta Group Investment Advisors LLC | 12,896 | $2.13M | 0.05% | +3,413+36.0% | Added |
| Personal Cfo Solutions, LLC | 12,932 | $2.13M | 0.44% | +775+6.4% | Added |
| Madison Wealth Management | 12,958 | $2.14M | 0.46% | +261+2.1% | Added |
| Horizon Investments, LLC | 13,057 | $2.15M | 0.06% | −7,310−35.9% | Reduced |
| Empower Advisory Group, LLC | 13,114 | $2.15M | 0.01% | +13,114 | New |
| South State Corp. | 13,021 | $2.15M | 0.20% | +146+1.1% | Added |
| Boston Family Office LLC | 13,042 | $2.15M | 0.17% | +100+0.8% | Added |
| Sawyer & Company, Inc | 13,490 | $2.17M | 1.17% | −95−0.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,200 | $2.18M | 0.60% | 00.0% | Unchanged |
| Private Asset Management Inc | 13,280 | $2.19M | 0.36% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 13,759 | $2.19M | 0.35% | +5,814+73.2% | Added |
| Benedict Financial Advisors Inc | 13,402 | $2.21M | 0.62% | +27+0.2% | Added |
| Haverford Trust Co | 13,442 | $2.22M | 0.03% | −1,284−8.7% | Reduced |
| Fort Sheridan Advisors LLC | 13,532 | $2.23M | 0.57% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,632 | $2.25M | 0.23% | +206+1.5% | Added |
| TCTC Holdings, LLC | 13,638 | $2.25M | 0.09% | +2,342+20.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,670 | $2.25M | 1.59% | −150−1.1% | Reduced |
| KCM Investment Advisors LLC | 13,834 | $2.28M | 0.09% | +740+5.7% | Added |
| Lighthouse Investment Partners, LLC | 13,843 | $2.28M | 0.20% | +13,843 | New |
| American Trust | 13,912 | $2.29M | 0.16% | +3,666+35.8% | Added |
| Lincoln Capital LLC | 14,003 | $2.31M | 0.63% | +90+0.6% | Added |
| Investment Advisory Services Inc | 14,005 | $2.31M | 1.14% | +101+0.7% | Added |
| Brendel Financial Advisors LLC | 14,064 | $2.32M | 1.72% | +14,064 | New |
| Ballentine Partners, LLC | 14,170 | $2.34M | 0.06% | +1,304+10.1% | Added |
| Columbia Asset Management | 14,172 | $2.34M | 0.53% | +93+0.7% | Added |
| Coastline Trust Co | 14,180 | $2.34M | 0.35% | −89−0.6% | Reduced |
| Bleakley Financial Group, LLC | 14,209 | $2.34M | 0.08% | +843+6.3% | Added |
| Essex Investment Management Co LLC | 14,323 | $2.36M | 0.34% | −494−3.3% | Reduced |
| Warther Private Wealth, LLC | 14,378 | $2.37M | 1.81% | +226+1.6% | Added |
| Constitution Capital LLC | 14,400 | $2.38M | 1.44% | +4,750+49.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 14,506 | $2.39M | 0.02% | +2,330+19.1% | Added |