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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 1,449 | $239.0K | 0.10% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,449 | $239.0K | 0.11% | +20+1.4% | Added |
| Cozad Asset Management Inc | 1,450 | $239.2K | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,455 | $240.0K | 0.04% | +1,455 | New |
| Davidson Trust Co | 1,458 | $240.5K | 0.19% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,460 | $240.8K | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,458 | $241.0K | 0.01% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,464 | $241.5K | 0.00% | −32−2.1% | Reduced |
| JNBA Financial Advisors | 1,465 | $241.7K | 0.03% | −170−10.4% | Reduced |
| Terra Nova Asset Management LLC | 1,465 | $241.7K | 0.24% | −447−23.4% | Reduced |
| Peterson Wealth Services | 1,466 | $241.7K | 0.12% | +2+0.1% | Added |
| CIC Wealth, LLC | 1,466 | $241.8K | 0.09% | −46−3.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,483 | $242.1K | 0.26% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,478 | $243.7K | 0.05% | +1,478 | New |
| Delta Asset Management LLC | 1,486 | $245.1K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,487 | $245.3K | 0.07% | −68−4.4% | Reduced |
| Amplius Wealth Advisors, LLC | 1,488 | $245.4K | 0.04% | +35+2.4% | Added |
| Accurate Wealth Management, LLC | 1,525 | $245.7K | 0.08% | +660+76.3% | Added |
| KC Investment Advisors, LLC | 1,496 | $247.0K | 0.23% | −285−16.0% | Reduced |
| Benjamin Edwards Inc | 1,497 | $247.0K | 0.06% | −278−15.7% | Reduced |
| Professional Advisory Services Inc | 1,500 | $247.0K | 0.04% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,500 | $247.0K | 0.09% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 1,500 | $247.4K | 0.16% | −56−3.6% | Reduced |
| Five Oceans Advisors | 1,503 | $247.9K | 0.16% | +34+2.3% | Added |
| United Bank | 1,505 | $248.3K | 0.03% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 1,509 | $248.9K | 0.18% | +1+0.1% | Added |
| Northwest Bancshares, Inc. | 1,509 | $248.9K | 0.05% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,674 | $249.1K | 0.08% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,686 | $249.4K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,513 | $249.6K | 0.06% | −250−14.2% | Reduced |
| Annex Advisory Services, LLC | 1,518 | $250.4K | 0.01% | −21−1.4% | Reduced |
| MV Capital Management, Inc. | 1,523 | $251.2K | 0.04% | +15+1.0% | Added |
| Lafayette Investments, Inc. | 1,524 | $251.4K | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,525 | $251.5K | 0.05% | +96+6.7% | Added |
| Enterprise Financial Services Corp | 1,526 | $251.7K | 0.16% | −7−0.5% | Reduced |
| KFA Private Wealth Group, LLC | 1,527 | $251.9K | 0.11% | +1,527 | New |
| Regent Peak Wealth Advisors LLC | 1,531 | $252.5K | 0.08% | −10,237−87.0% | Reduced |
| Channel Wealth LLC | 1,533 | $252.9K | 0.16% | +1,533 | New |
| Armstrong Shaw Associates Inc | 1,534 | $253.0K | 0.25% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,540 | $254.0K | 0.02% | −460−23.0% | Reduced |
| Drive Wealth Management, LLC | 1,543 | $254.5K | 0.11% | +111+7.8% | Added |
| MONECO Advisors, LLC | 1,544 | $254.7K | 0.07% | +1,544 | New |
| Elevated Capital Advisors, LLC | 1,549 | $255.6K | 0.09% | −31−2.0% | Reduced |
| Kelman-Lazarov, Inc. | 1,550 | $255.7K | 0.07% | 00.0% | Unchanged |
| Windsor Group LTD | 1,590 | $256.0K | 0.05% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,556 | $256.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,555 | $256.5K | 0.07% | +1,555 | New |
| Foster & Motley Inc | 1,557 | $257.0K | 0.02% | +9+0.6% | Added |
| Northwest Wealth Management, LLC | 1,560 | $257.3K | 0.10% | +60+4.0% | Added |
| Northern Oak Wealth Management Inc | 1,562 | $257.7K | 0.03% | +1,562 | New |
| Legacy Financial Strategies, LLC | 1,566 | $258.3K | 0.10% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,567 | $258.5K | 0.05% | −57−3.5% | Reduced |
| CapWealth Advisors, LLC | 1,571 | $259.1K | 0.03% | −1,200−43.3% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $259.1K | 0.03% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,579 | $260.5K | 0.03% | −13−0.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,581 | $260.8K | 0.03% | −95−5.7% | Reduced |
| NewEdge Wealth, LLC | 1,584 | $261.3K | 0.01% | +193+13.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,585 | $261.4K | 0.11% | +3+0.2% | Added |
| Baker Boyer National Bank | 1,593 | $262.8K | 0.10% | 00.0% | Unchanged |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,600 | $263.9K | 0.02% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $263.9K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $263.9K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $263.9K | 0.16% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,610 | $265.6K | 0.20% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,612 | $265.8K | 0.08% | +1,612 | New |
| Sterling Investment Advisors, Ltd. | 1,616 | $266.6K | 0.09% | −143−8.1% | Reduced |
| Advisory Alpha, LLC | 1,617 | $266.7K | 0.02% | +11+0.7% | Added |
| Resources Management Corp | 600 | $267.0K | 0.05% | −4,548−88.3% | Reduced |
| DRW Securities, LLC | 1,617 | $267.0K | 0.04% | +1,617 | New |
| Aire Advisors, LLC | 1,627 | $268.4K | 0.07% | −72−4.2% | Reduced |
| First Business Financial Services, Inc. | 1,630 | $268.9K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,630 | $268.9K | 0.03% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,629 | $269.0K | 0.29% | −70−4.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,640 | $270.4K | 0.14% | +46+2.9% | Added |
| Proficio Capital Partners LLC | 1,640 | $270.5K | 0.04% | +91+5.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,640 | $270.5K | 0.04% | −35−2.1% | Reduced |
| Orleans Capital Management Corp | 1,640 | $270.5K | 0.20% | +1,640 | New |
| Rede Wealth, LLC | 1,641 | $270.7K | 0.14% | −58−3.4% | Reduced |
| City Holding Co | 1,642 | $270.8K | 0.05% | +161+10.9% | Added |
| Schubert & Co | 1,646 | $271.5K | 0.24% | +9+0.5% | Added |
| Private Portfolio Partners LLC | 1,646 | $271.5K | 0.07% | −73−4.2% | Reduced |
| Oxbow Advisors, LLC | 1,653 | $272.7K | 0.05% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 1,653 | $272.7K | 0.06% | +1,653 | New |
| Halbert Hargrove Global Advisors, LLC | 1,653 | $272.7K | 0.02% | −1−0.1% | Reduced |
| Flagship Private Wealth, LLC | 1,654 | $272.8K | 0.24% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,658 | $273.0K | 0.11% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,658 | $273.5K | 0.08% | +156+10.4% | Added |
| Riverwater Partners LLC | 1,659 | $273.7K | 0.25% | −287−14.7% | Reduced |
| Crescent Grove Advisors, LLC | 1,666 | $274.8K | 0.03% | +1,666 | New |
| Stockman Wealth Management, Inc. | 1,670 | $275.5K | 0.06% | −145−8.0% | Reduced |
| NFP Retirement, Inc. | 1,671 | $275.6K | 0.05% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,670 | $276.0K | 0.06% | +307+22.5% | Added |
| Michael B. Yongue | 1,675 | $276.3K | 0.26% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,675 | $276.3K | 0.01% | +1,675 | New |
| Thompson Davis & Co., Inc. | 1,677 | $276.6K | 0.36% | +1,677 | New |
| Patton Albertson Miller Group, LLC | 1,683 | $277.6K | 0.05% | −65−3.7% | Reduced |
| Forte Capital LLC | 1,691 | $278.9K | 0.04% | +128+8.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,692 | $279.1K | 0.00% | −2,888−63.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,693 | $279.3K | 0.17% | −43−2.5% | Reduced |
| Sittner & Nelson, LLC | 1,694 | $279.5K | 0.16% | +1+0.1% | Added |