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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 980 | $161.7K | 0.00% | +161+19.7% | Added |
| Osterweis Capital Management Inc | 982 | $162.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 988 | $163.0K | 0.06% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $165.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,003 | $165.5K | 0.11% | +1,003 | New |
| Independence Bank of Kentucky | 1,040 | $171.5K | 0.07% | −190−15.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,064 | $175.5K | 0.09% | −5−0.5% | Reduced |
| Valley National Advisers Inc | 1,115 | $179.0K | 0.03% | +2+0.2% | Added |
| Exos TFP Holdings LLC | 1,099 | $181.3K | 0.05% | +616+127.5% | Added |
| Global Financial Private Client, LLC | 1,132 | $185.4K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,187 | $192.9K | 0.03% | +1,187 | New |
| Magellan Asset Management Ltd | 1,180 | $194.6K | 0.00% | +36+3.1% | Added |
| Carmel Capital Partners, LLC | 1,183 | $195.1K | 0.12% | +1,183 | New |
| Atlantic Trust, LLC | 1,194 | $197.0K | 0.06% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,195 | $197.1K | 0.22% | +395+49.4% | Added |
| Godsey & Gibb Associates | 1,207 | $199.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,213 | $200.1K | 0.07% | +150+14.1% | Added |
| Abacus Planning Group, Inc. | 1,214 | $200.2K | 0.05% | +1,214 | New |
| Firestone Capital Management | 1,215 | $200.4K | 0.07% | +1,215 | New |
| Camden Capital, LLC | 1,218 | $201.0K | 0.03% | +1,218 | New |
| Heartwood Wealth Advisors LLC | 1,222 | $201.6K | 0.03% | +1,222 | New |
| Capital Advisors Inc | 1,228 | $202.6K | 0.01% | +1,228 | New |
| Encompass Wealth Advisors, LLC | 1,230 | $202.9K | 0.07% | +1,230 | New |
| DFPG Investments, LLC | 1,231 | $203.1K | 0.02% | −131−9.6% | Reduced |
| North Star Asset Management Inc | 1,236 | $203.9K | 0.01% | +1,236 | New |
| Blue Square Asset Management, LLC | 1,240 | $204.5K | 0.13% | +1,240 | New |
| Golden State Equity Partners | 1,244 | $205.2K | 0.11% | +1,244 | New |
| SRS Capital Advisors, Inc. | 1,249 | $206.0K | 0.03% | +29+2.4% | Added |
| Pittenger & Anderson Inc | 1,250 | $206.2K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,250 | $206.2K | 0.01% | +1,250 | New |
| Pacific Capital Wealth Advisors, Inc | 1,253 | $206.7K | 0.05% | +1,253 | New |
| Gryphon Financial Partners LLC | 1,256 | $207.2K | 0.05% | +1,256 | New |
| Virtue Capital Management, LLC | 1,331 | $207.3K | 0.03% | −324−19.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,279 | $207.7K | 0.05% | +1,279 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,262 | $208.2K | 0.02% | −600−32.2% | Reduced |
| Middleton & Co Inc | 1,269 | $209.3K | 0.03% | −131−9.4% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $209.3K | 0.08% | +1,269 | New |
| Regal Investment Advisors LLC | 1,271 | $209.7K | 0.02% | −87−6.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,273 | $210.0K | 0.06% | −317−19.9% | Reduced |
| Monument Capital Management | 1,275 | $210.4K | 0.07% | +1,275 | New |
| Trifecta Capital Advisors, LLC | 1,276 | $210.5K | 0.07% | −1−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 1,296 | $210.5K | 0.03% | −1,239−48.9% | Reduced |
| Port Capital LLC | 1,282 | $211.0K | 0.01% | +1,282 | New |
| Humankind Investments LLC | 1,281 | $211.3K | 0.09% | −204−13.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,284 | $211.8K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,287 | $212.3K | 0.05% | −153−10.6% | Reduced |
| Ballast, Inc. | 1,288 | $212.5K | 0.09% | +1,288 | New |
| Tortoise Investment Management, LLC | 1,299 | $214.3K | 0.03% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $214.4K | 0.22% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $214.4K | 0.12% | +1,300 | New |
| Alpha Family Trust | 1,305 | $215.3K | 0.17% | +1,305 | New |
| Blueshift Asset Management, LLC | 1,306 | $215.4K | 0.09% | +1,306 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $215.4K | 0.13% | +1,306 | New |
| Lineweaver Wealth Advisors, LLC | 1,308 | $215.9K | 0.07% | −146−10.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,312 | $216.4K | 0.02% | +13+1.0% | Added |
| Summit Asset Management, LLC | 1,315 | $216.9K | 0.06% | +1,315 | New |
| Hudock, Inc. | 1,316 | $217.1K | 0.05% | −200−13.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,316 | $217.1K | 0.04% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,318 | $217.4K | 0.15% | +1,318 | New |
| Cascade Investment Group, Inc. | 1,320 | $217.7K | 0.21% | +1,320 | New |
| Heartland Bank & Trust Co | 1,332 | $219.7K | 0.17% | +1,332 | New |
| Meeder Asset Management Inc | 1,333 | $219.9K | 0.02% | +1,333 | New |
| Gateway Advisory, LLC | 1,335 | $220.0K | 0.05% | +1,335 | New |
| Kapstone Financial Advisors LLC | 1,359 | $220.6K | 0.20% | 00.0% | Unchanged |
| City State Bank | 1,347 | $222.0K | 0.13% | −73−5.1% | Reduced |
| E&G Advisors, LP | 1,350 | $222.7K | 0.08% | −950−41.3% | Reduced |
| U S Global Investors Inc | 1,350 | $222.7K | 0.01% | +1,350 | New |
| Burns J W & Co Inc | 1,353 | $223.0K | 0.04% | +1,353 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,352 | $223.0K | 0.03% | +1,352 | New |
| Advus Financial Partners, LLC | 1,356 | $223.7K | 0.09% | +1,356 | New |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $224.0K | 0.12% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,358 | $224.0K | 0.07% | −22−1.6% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $225.0K | 0.14% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,365 | $225.2K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,371 | $226.2K | 0.02% | +1,371 | New |
| Catalyst Financial Partners LLC | 1,372 | $226.3K | 0.10% | +1,372 | New |
| Wedge Capital Management L L P | 1,373 | $226.5K | 0.00% | +1,373 | New |
| Soltis Investment Advisors LLC | 1,375 | $226.8K | 0.03% | +1,375 | New |
| BTC Capital Management, Inc. | 1,376 | $227.0K | 0.03% | −400−22.5% | Reduced |
| Providence Capital Advisors, LLC | 1,377 | $227.1K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,382 | $227.9K | 0.02% | +1,382 | New |
| Strait & Sound Wealth Management LLC | 1,382 | $228.0K | 0.23% | +64+4.9% | Added |
| Convergence Investment Partners, LLC | 1,379 | $228.0K | 0.13% | −14−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 1,382 | $228.0K | 0.02% | −189−12.0% | Reduced |
| IPG Investment Advisors LLC | 1,387 | $228.8K | 0.05% | +1,387 | New |
| Tanglewood Legacy Advisors, LLC | 1,397 | $230.4K | 0.15% | 00.0% | Unchanged |
| Keel Point, LLC | 1,399 | $230.7K | 0.03% | +19+1.4% | Added |
| Princeton Capital Management LLC | 1,401 | $231.1K | 0.10% | −300−17.6% | Reduced |
| Family Asset Management, LLC | 1,402 | $231.3K | 0.17% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,415 | $233.4K | 0.32% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 1,422 | $234.0K | 0.00% | +1,422 | New |
| Connecticut Wealth Management, LLC | 1,419 | $234.1K | 0.02% | +1,419 | New |
| Mill Creek Capital Advisors, LLC | 1,425 | $235.1K | 0.01% | +1,425 | New |
| Roberts Wealth Advisors, LLC | 1,450 | $235.7K | 0.11% | 00.0% | Unchanged |
| Centric Wealth Management | 1,432 | $236.2K | 0.10% | +12+0.8% | Added |
| Thrive Wealth Management, LLC | 1,434 | $236.5K | 0.06% | −27−1.8% | Reduced |
| Intrust Bank NA | 1,435 | $236.7K | 0.03% | −31−2.1% | Reduced |
| Raleigh Capital Management Inc. | 1,438 | $237.2K | 0.12% | +201+16.2% | Added |
| East Coast Asset Management, LLC. | 1,442 | $237.9K | 0.10% | 00.0% | Unchanged |
| Motco | 1,445 | $238.4K | 0.02% | 00.0% | Unchanged |