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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 14,519 | $2.40M | 0.23% | +1,285+9.7% | Added |
| Buckingham Strategic Wealth, LLC | 16,253 | $2.40M | 0.04% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 14,647 | $2.42M | 1.81% | +14,647 | New |
| Lodestone Wealth Management LLC | 14,661 | $2.42M | 1.86% | −153−1.0% | Reduced |
| Pettee Investors, Inc. | 14,791 | $2.44M | 1.17% | −80−0.5% | Reduced |
| Kanawha Capital Management LLC | 14,798 | $2.44M | 0.23% | −392−2.6% | Reduced |
| Ergoteles LLC | 14,896 | $2.46M | 0.10% | +14,896 | New |
| Intrinsic Value Partners, LLC | 14,903 | $2.46M | 3.32% | −1,720−10.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $2.47M | 0.16% | 00.0% | Unchanged |
| Cipher Capital LP | 14,983 | $2.47M | 0.46% | −6,976−31.8% | Reduced |
| Valeo Financial Advisors, LLC | 15,005 | $2.48M | 0.12% | +2,031+15.7% | Added |
| Avantax Advisory Services, Inc. | 15,028 | $2.48M | 0.03% | −776−4.9% | Reduced |
| Vestcor Inc | 15,061 | $2.48M | 0.09% | −57−0.4% | Reduced |
| Condor Capital Management | 15,084 | $2.49M | 0.31% | −1,046−6.5% | Reduced |
| Evercore Wealth Management, LLC | 15,119 | $2.49M | 0.05% | −233−1.5% | Reduced |
| Peoples Financial Services Corp. | 15,123 | $2.49M | 1.17% | −312−2.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 15,199 | $2.51M | 1.65% | −6,028−28.4% | Reduced |
| Siemens Fonds Invest GmbH | 15,210 | $2.51M | 0.26% | −99−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 15,356 | $2.53M | 0.29% | +203+1.3% | Added |
| Park Avenue Securities LLC | 15,407 | $2.54M | 0.04% | +537+3.6% | Added |
| Buckingham Capital Management, Inc. | 15,550 | $2.56M | 0.41% | +7,995+105.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,565 | $2.57M | 1.37% | −198−1.3% | Reduced |
| Compass Wealth Management LLC | 15,584 | $2.57M | 0.82% | +302+2.0% | Added |
| William Allan, LLC | 15,586 | $2.57M | 2.04% | +97+0.6% | Added |
| Modera Wealth Management, LLC | 15,609 | $2.57M | 0.10% | −172−1.1% | Reduced |
| Bensler, LLC | 15,636 | $2.58M | 0.52% | +15,636 | New |
| Eads & Heald Wealth Management | 15,668 | $2.58M | 1.28% | −392−2.4% | Reduced |
| Glenview Trust Co | 15,670 | $2.58M | 0.08% | −531−3.3% | Reduced |
| Moody National Bank Trust Division | 15,672 | $2.59M | 0.22% | −28−0.2% | Reduced |
| First Dallas Securities Inc. | 15,679 | $2.59M | 1.53% | −199−1.3% | Reduced |
| Leonteq Securities AG | 15,760 | $2.60M | 0.24% | −8,182−34.2% | Reduced |
| Bank of Stockton | 15,896 | $2.62M | 0.91% | −1,382−8.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,945 | $2.63M | 0.30% | −495−3.0% | Reduced |
| Brave Asset Management Inc | 15,996 | $2.64M | 0.84% | −873−5.2% | Reduced |
| Steel Canyon Capital, LLC | 16,012 | $2.64M | 5.27% | +2,967+22.7% | Added |
| Davy Global Fund Management Ltd | 16,056 | $2.65M | 0.51% | −422−2.6% | Reduced |
| NVWM, LLC | 16,155 | $2.66M | 0.89% | +4,702+41.1% | Added |
| Tower Bridge Advisors | 16,177 | $2.67M | 0.22% | 00.0% | Unchanged |
| Courier Capital LLC | 16,335 | $2.69M | 0.30% | −958−5.5% | Reduced |
| Northstar Group, Inc. | 16,360 | $2.70M | 0.69% | +18+0.1% | Added |
| Credit Agricole S A | 16,463 | $2.72M | 0.12% | −25,730−61.0% | Reduced |
| CWM, LLC | 16,616 | $2.74M | 0.02% | +3,324+25.0% | Added |
| Impax Asset Management Group plc | 16,660 | $2.75M | 0.01% | −1,691−9.2% | Reduced |
| Resources Investment Advisors, LLC. | 16,676 | $2.75M | 0.06% | +5,889+54.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,791 | $2.77M | 0.10% | +139+0.8% | Added |
| Bayesian Capital Management, LP | 16,797 | $2.77M | 0.34% | +16,797 | New |
| Point72 Middle East FZE | 16,823 | $2.77M | 0.16% | −16,311−49.2% | Reduced |
| ING Groep NV | 16,868 | $2.78M | 0.03% | −329,885−95.1% | Reduced |
| Proequities, Inc. | 16,869 | $2.78M | 0.22% | −526−3.0% | Reduced |
| TownSquare Capital, LLC | 16,950 | $2.80M | 0.06% | +956+6.0% | Added |
| Pring Turner Capital Group Inc | 17,015 | $2.81M | 2.79% | −100−0.6% | Reduced |
| Snowden Capital Advisors LLC | 17,096 | $2.82M | 0.11% | +7,529+78.7% | Added |
| Brookstone Capital Management | 17,235 | $2.82M | 0.05% | −684−3.8% | Reduced |
| Advisory Services Network, LLC | 17,148 | $2.83M | 0.08% | +98+0.6% | Added |
| Bill Few Associates, Inc. | 17,150 | $2.83M | 1.57% | +100+0.6% | Added |
| Empire Financial Management Company, LLC | 17,194 | $2.84M | 1.16% | +17,194 | New |
| Ostrum Asset Management | 17,279 | $2.85M | 0.25% | +17,279 | New |
| Cutler Group LP | 17,316 | $2.86M | 0.45% | +4,429+34.4% | Added |
| Vestmark Advisory Solutions, Inc. | 17,356 | $2.86M | 0.12% | +1,151+7.1% | Added |
| Canandaigua National Bank & Trust Co | 17,364 | $2.86M | 0.48% | +17,364 | New |
| Empirical Finance, LLC | 17,372 | $2.87M | 0.27% | +666+4.0% | Added |
| Briggs Advisory Group, Inc. | 17,420 | $2.87M | 1.70% | 00.0% | Unchanged |
| Everence Capital Management Inc | 17,474 | $2.88M | 0.24% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 17,577 | $2.90M | 0.11% | −1,697−8.8% | Reduced |
| Selway Asset Management | 17,600 | $2.90M | 1.39% | +150+0.9% | Added |
| Elgethun Capital Management | 17,602 | $2.90M | 0.92% | +262+1.5% | Added |
| Karani Asset Management LLC | 17,817 | $2.94M | 3.11% | +17,817 | New |
| Callahan Advisors, LLC | 17,867 | $2.95M | 0.38% | +10.0% | Added |
| Connable Office Inc | 17,906 | $2.95M | 0.43% | −7,729−30.2% | Reduced |
| Lakeview Capital Partners, LLC | 20,028 | $2.96M | 0.92% | +24+0.1% | Added |
| Integrated Wealth Concepts LLC | 18,034 | $2.98M | 0.06% | +1,104+6.5% | Added |
| Toroso Investments, LLC | 18,035 | $2.98M | 0.10% | +7,783+75.9% | Added |
| Mount Vernon Associates Inc | 18,071 | $2.98M | 3.52% | −350−1.9% | Reduced |
| BFSG, LLC | 18,083 | $2.98M | 0.55% | +89+0.5% | Added |
| Optimas Capital Ltd | 18,100 | $2.99M | 2.50% | −23,792−56.8% | Reduced |
| Salvus Wealth Management, LLC | 18,243 | $3.01M | 2.43% | +205+1.1% | Added |
| Assenagon Asset Management S.A. | 18,246 | $3.01M | 0.01% | −296−1.6% | Reduced |
| WP Advisors, LLC | 18,250 | $3.01M | 1.24% | +117+0.6% | Added |
| Grandfield & Dodd, LLC | 18,283 | $3.02M | 0.21% | −620−3.3% | Reduced |
| Pacifica Capital Investments, LLC | 18,295 | $3.02M | 0.96% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 18,327 | $3.02M | 0.13% | −746−3.9% | Reduced |
| CSM Advisors, LLC | 18,639 | $3.07M | 0.27% | +5,600+42.9% | Added |
| Ieq Capital, LLC | 18,707 | $3.09M | 0.07% | +168+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,715 | $3.09M | 0.08% | −21−0.1% | Reduced |
| Quantitative Investment Management, LLC | 18,826 | $3.10M | 0.65% | +18,826 | New |
| Cresset Asset Management, LLC | 18,836 | $3.11M | 0.06% | −549−2.8% | Reduced |
| Hancock Whitney Corp | 18,850 | $3.11M | 0.12% | −3,210−14.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,892 | $3.12M | 0.21% | −805−4.1% | Reduced |
| Azimuth Capital Investment Management LLC | 19,010 | $3.14M | 0.15% | −1,150−5.7% | Reduced |
| Raymond James Trust N.A. | 19,085 | $3.15M | 0.10% | −275−1.4% | Reduced |
| Achmea Investment Management B.V. | 19,107 | $3.15M | 0.09% | −10,891−36.3% | Reduced |
| Sawtooth Solutions, LLC | 19,152 | $3.16M | 0.08% | +13,954+268.4% | Added |
| Eqis Capital Management, Inc. | 19,279 | $3.18M | 0.36% | −4,551−19.1% | Reduced |
| Clearstead Advisors, LLC | 19,296 | $3.18M | 0.23% | +666+3.6% | Added |
| Silicon Valley Capital Partners | 19,300 | $3.18M | 0.67% | +570+3.0% | Added |
| Oliver Luxxe Assets LLC | 19,399 | $3.20M | 0.84% | +207+1.1% | Added |
| Chapman Investment Management, LLC | 19,466 | $3.21M | 2.64% | −370−1.9% | Reduced |
| LaFleur & Godfrey LLC | 19,536 | $3.22M | 0.53% | +39+0.2% | Added |
| M. Kulyk & Associates, LLC | 19,583 | $3.23M | 0.98% | +36+0.2% | Added |
| Americana Partners, LLC | 19,753 | $3.26M | 0.51% | −305−1.5% | Reduced |