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; 3,022 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
- 2,056
- +90 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
- 189
- 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 361 | $59.5K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 362 | $59.7K | 0.01% | −449−55.4% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $59.9K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 363 | $59.9K | 0.05% | −100−21.6% | Reduced |
| Johnson Financial Group, Inc. | 365 | $60.2K | 0.00% | +211+137.0% | Added |
| Pinnacle Bancorp, Inc. | 370 | $61.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 382 | $63.0K | 0.06% | +382 | New |
| Creative Financial Designs Inc | 382 | $63.0K | 0.01% | +18+4.9% | Added |
| Graham Capital Wealth Management, LLC | 387 | $63.8K | 0.09% | +387 | New |
| Pin Oak Investment Advisors Inc | 388 | $64.0K | 0.08% | +388 | New |
| Avalon Trust Co | 395 | $65.2K | 0.01% | +395 | New |
| Boit C F David | 400 | $66.0K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $66.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 401 | $66.1K | 0.02% | +1+0.3% | Added |
| Sutton Wealth Advisors Inc. | 409 | $67.5K | 0.04% | −3,395−89.2% | Reduced |
| Covestor Ltd | 424 | $70.0K | 0.06% | −38−8.2% | Reduced |
| Highlander Capital Management, LLC | 350 | $71.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 437 | $72.0K | 0.01% | −603−58.0% | Reduced |
| Financial Freedom, LLC | 440 | $72.6K | 0.05% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 445 | $73.4K | 0.03% | −49−9.9% | Reduced |
| Riverview Trust Co | 450 | $74.2K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $74.2K | 0.03% | +450 | New |
| Cassady Schiller Wealth Management, LLC | 451 | $74.4K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 452 | $74.6K | 0.09% | −3,931−89.7% | Reduced |
| Bogart Wealth, LLC | 455 | $75.1K | 0.01% | +182+66.7% | Added |
| Horan Securities, Inc. | 457 | $75.4K | 0.04% | −5−1.1% | Reduced |
| Headlands Technologies LLC | 460 | $75.9K | 0.05% | +460 | New |
| Dividend Assets Capital, LLC | 515 | $76.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 468 | $77.0K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 470 | $77.5K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 480 | $79.2K | 0.01% | −84−14.9% | Reduced |
| New Hampshire Trust | 500 | $82.5K | 0.02% | −175−25.9% | Reduced |
| Sageworth Trust Co | 500 | $82.5K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 506 | $83.5K | 0.08% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 516 | $85.0K | 0.01% | +16+3.2% | Added |
| Canton Hathaway, LLC | 530 | $87.0K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 533 | $87.9K | 0.07% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 541 | $89.2K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 542 | $89.4K | 0.03% | +150+38.3% | Added |
| Farmers & Merchants Investments Inc | 548 | $90.4K | 0.00% | −3,209−85.4% | Reduced |
| Cape Investment Advisory, Inc. | 550 | $90.8K | 0.06% | +550 | New |
| Avion Wealth | 618 | $91.0K | 0.02% | −69−10.0% | Reduced |
| Westchester Capital Management, Inc. | 560 | $92.4K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $94.0K | 0.07% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 576 | $95.0K | 0.02% | +576 | New |
| Baystate Wealth Management LLC | 584 | $96.5K | 0.01% | +70+13.6% | Added |
| Fortis Advisors, LLC | 588 | $97.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 599 | $98.8K | 0.03% | +8+1.4% | Added |
| Milestone Investment Advisors LLC | 600 | $99.0K | 0.03% | +600 | New |
| Capula Management Ltd | 602 | $99.3K | 0.01% | +602 | New |
| Raffa Wealth Management, LLC | 605 | $99.8K | 0.04% | +14+2.4% | Added |
| First Financial Corp | 607 | $100.1K | 0.06% | −315−34.2% | Reduced |
| Pointe Capital Management LLC | 619 | $102.1K | 0.07% | +619 | New |
| Savior LLC | 624 | $102.9K | 0.08% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 634 | $104.5K | 0.02% | +227+55.8% | Added |
| Versant Capital Management, Inc | 636 | $104.9K | 0.04% | −23−3.5% | Reduced |
| Core Alternative Capital | 636 | $105.0K | 0.01% | +90+16.5% | Added |
| Hillsdale Investment Management Inc. | 648 | $106.9K | 0.01% | −120−15.6% | Reduced |
| Westside Investment Management, Inc. | 693 | $107.4K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 653 | $107.7K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 655 | $108.0K | 0.07% | −123−15.8% | Reduced |
| Logan Capital Management Inc | 665 | $109.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 669 | $110.0K | 0.02% | +51+8.3% | Added |
| Farther Finance Advisors, LLC | 680 | $112.2K | 0.03% | +132+24.1% | Added |
| WealthPLAN Partners, LLC | 681 | $112.3K | 0.01% | +681 | New |
| Prestige Wealth Management Group LLC | 682 | $112.5K | 0.03% | −35−4.9% | Reduced |
| Endurance Wealth Management, Inc. | 688 | $113.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 689 | $113.7K | 0.01% | +4+0.6% | Added |
| Rock Creek Group, LP | 693 | $114.3K | 0.01% | +55+8.6% | Added |
| WR Wealth Planners, LLC | 695 | $114.6K | 0.05% | +695 | New |
| Plante Moran Financial Advisors, LLC | 704 | $116.1K | 0.02% | +142+25.3% | Added |
| Cyrus J. Lawrence, LLC | 711 | $117.0K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 715 | $117.9K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 721 | $119.0K | 0.08% | +33+4.8% | Added |
| BerganKDV Wealth Management, LLC | 743 | $122.6K | 0.01% | +23+3.2% | Added |
| First Community Trust NA | 747 | $123.2K | 0.15% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 750 | $123.7K | 0.01% | +750 | New |
| Archer Investment Corp | 750 | $123.7K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 778 | $128.3K | 0.06% | −42−5.1% | Reduced |
| Accel Wealth Management | 781 | $128.9K | 0.05% | −28−3.5% | Reduced |
| Mascoma Wealth Management LLC | 809 | $130.5K | 0.04% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 795 | $131.1K | 0.00% | −8−1.0% | Reduced |
| State of Wyoming | 800 | $132.0K | 0.04% | −586−42.3% | Reduced |
| Bellwether Advisors, LLC | 814 | $134.3K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $138.5K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 840 | $138.6K | 0.09% | −59−6.6% | Reduced |
| Arlington Partners LLC | 856 | $141.2K | 0.02% | −141−14.1% | Reduced |
| Harvest Fund Management Co., Ltd | 861 | $142.0K | 0.03% | −2,978−77.6% | Reduced |
| Legacy Bridge, LLC | 865 | $142.7K | 0.10% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 870 | $143.5K | 0.12% | −155−15.1% | Reduced |
| PFG Private Wealth Management, LLC | 877 | $144.7K | 0.09% | +667+317.6% | Added |
| CNB Bank | 898 | $148.1K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 932 | $153.7K | 0.04% | −158−14.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 935 | $154.2K | 0.06% | +20+2.2% | Added |
| General Partner, Inc. | 936 | $154.4K | 0.14% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 943 | $155.5K | 0.01% | −6,436−87.2% | Reduced |
| SG Americas Securities, LLC | 947 | $156.0K | 0.00% | −77,602−98.8% | Reduced |
| Truvestments Capital LLC | 961 | $158.5K | 0.08% | +1+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 969 | $160.0K | 0.00% | +90+10.2% | Added |
| Bank of New Hampshire | 970 | $160.0K | 0.05% | −105−9.8% | Reduced |