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 |
|---|---|---|---|---|---|
| Zevenbergen Capital Investments LLC | 1,700 | $280.4K | 0.01% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,700 | $280.4K | 0.08% | 00.0% | Unchanged |
| Wexford Capital LP | 1,700 | $280.4K | 0.06% | +1,700 | New |
| Comerica Securities,inc. | 1,709 | $281.9K | 0.02% | −70−3.9% | Reduced |
| XR Securities LLC | 1,716 | $283.1K | 0.40% | +1,716 | New |
| Wealthquest Corp | 1,719 | $283.5K | 0.04% | −43−2.4% | Reduced |
| Consolidated Portfolio Review Corp | 1,719 | $283.5K | 0.08% | +1,719 | New |
| Investors Research Corp | 1,725 | $284.5K | 0.07% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,740 | $287.0K | 0.28% | +247+16.5% | Added |
| Intercontinental Wealth Advisors, LLC | 1,741 | $287.2K | 0.07% | −289−14.2% | Reduced |
| Trust Co of Virginia | 1,744 | $287.7K | 0.03% | +233+15.4% | Added |
| Kenfarb & Co. | 1,750 | $288.7K | 0.26% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,750 | $288.7K | 0.05% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,753 | $289.2K | 0.07% | −5,084−74.4% | Reduced |
| 180 Wealth Advisors, LLC | 1,756 | $289.7K | 0.07% | +4+0.2% | Added |
| LMCG Investments, LLC | 1,756 | $289.7K | 0.02% | −5−0.3% | Reduced |
| LCNB Corp | 1,757 | $289.8K | 0.13% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,762 | $290.7K | 0.10% | +1+0.1% | Added |
| Paul Damon & Associates, Inc. | 1,769 | $291.8K | 0.20% | +100+6.0% | Added |
| HCR Wealth Advisors | 1,775 | $292.8K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,784 | $294.2K | 0.18% | +1,784 | New |
| Ninety One SA (PTY) Ltd | 1,818 | $295.8K | 0.08% | −26,286−93.5% | Reduced |
| Sentinus, LLC | 1,802 | $297.3K | 0.10% | +1,802 | New |
| C M Bidwell & Associates Ltd | 1,803 | $297.4K | 0.23% | +1,323+275.6% | Added |
| Northside Capital Management, LLC | 1,805 | $297.7K | 0.08% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,316 | $299.6K | 0.23% | +1,316 | New |
| Smith, Moore & Co. | 1,821 | $300.4K | 0.04% | −30−1.6% | Reduced |
| Missouri Trust & Investment Co | 1,828 | $301.5K | 0.19% | −432−19.1% | Reduced |
| Eagle Bay Advisors LLC | 1,829 | $301.6K | 0.17% | +168+10.1% | Added |
| Capstone Investment Advisors, LLC | 1,831 | $302.0K | 0.01% | −41,139−95.7% | Reduced |
| Financial Architects, Inc | 1,835 | $302.7K | 0.05% | −64−3.4% | Reduced |
| BFT Financial Group, LLC | 1,836 | $302.9K | 0.05% | +1,836 | New |
| Arista Wealth Management, LLC | 1,836 | $302.9K | 0.17% | +1+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 1,844 | $304.0K | 0.13% | +1,844 | New |
| Ridgecrest Wealth Partners, LLC | 1,846 | $304.5K | 0.22% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,847 | $304.7K | 0.17% | −476−20.5% | Reduced |
| Thompson Investment Management, Inc. | 1,856 | $306.1K | 0.05% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $306.5K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,860 | $306.8K | 0.08% | +1,860 | New |
| Liberty Wealth Management LLC | 1,862 | $307.1K | 0.06% | +1,862 | New |
| Washington Capital Management Inc | 1,862 | $307.1K | 0.27% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,862 | $307.1K | 0.03% | +120+6.9% | Added |
| New England Capital Financial Advisors LLC | 1,864 | $307.4K | 0.22% | +6+0.3% | Added |
| Nottingham Advisors, Inc. | 1,865 | $307.6K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,872 | $308.9K | 0.04% | +295+18.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,875 | $309.3K | 0.16% | 00.0% | Unchanged |
| Washington Trust Bank | 1,875 | $309.3K | 0.03% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,878 | $309.8K | 0.16% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,884 | $310.8K | 0.17% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,885 | $310.9K | 0.02% | −42−2.2% | Reduced |
| Signature Wealth Management Partners, LLC | 1,896 | $312.7K | 0.29% | 00.0% | Unchanged |
| TCWP LLC | 1,897 | $312.9K | 0.06% | −750−28.3% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $313.0K | 0.22% | 00.0% | Unchanged |
| Barton Investment Management | 1,900 | $313.4K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,905 | $314.3K | 0.04% | −124−6.1% | Reduced |
| Financial Advocates Investment Management | 1,906 | $314.4K | 0.02% | −144−7.0% | Reduced |
| Tillman Hartley LLC | 1,908 | $314.7K | 0.13% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,911 | $315.2K | 0.10% | +210+12.3% | Added |
| Aua Capital Management, LLC | 1,915 | $315.9K | 0.21% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,918 | $316.4K | 0.05% | +1,918 | New |
| FinTrust Capital Advisors, LLC | 2,147 | $317.1K | 0.08% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,925 | $317.5K | 0.04% | +282+17.2% | Added |
| Allred Capital Management, LLC | 1,925 | $317.6K | 0.17% | −95−4.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,927 | $317.9K | 0.59% | +1,927 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,930 | $318.5K | 0.03% | −85−4.2% | Reduced |
| Independent Family Office, LLC | 1,932 | $318.7K | 0.18% | 00.0% | Unchanged |
| Davis R M Inc | 1,934 | $319.0K | 0.01% | +258+15.4% | Added |
| Financial Advisors, LLC | 1,940 | $320.0K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,941 | $320.2K | 0.01% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,942 | $320.3K | 0.09% | +408+26.6% | Added |
| First National Bank | 1,963 | $323.8K | 0.28% | −15−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,969 | $324.7K | 0.05% | −126−6.0% | Reduced |
| Fagan Associates, Inc. | 1,975 | $325.8K | 0.08% | +275+16.2% | Added |
| Solidarilty Wealth, LLC | 1,975 | $325.8K | 0.15% | +1,975 | New |
| RMR Wealth Builders | 1,975 | $325.8K | 0.06% | −48−2.4% | Reduced |
| Balboa Wealth Partners | 1,986 | $327.5K | 0.12% | +555+38.8% | Added |
| Chapin Davis, Inc. | 1,986 | $327.6K | 0.17% | −131−6.2% | Reduced |
| Glassman Wealth Services | 1,994 | $328.9K | 0.06% | −183−8.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $329.9K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $329.9K | 0.08% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $329.9K | 0.38% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $329.9K | 0.03% | +2,000 | New |
| Magnolia Capital Management Ltd | 2,000 | $330.0K | 0.31% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,004 | $330.6K | 0.03% | −137−6.4% | Reduced |
| Thomasville National Bank | 2,009 | $331.4K | 0.03% | −35−1.7% | Reduced |
| Cypress Capital Group | 2,010 | $331.6K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,023 | $333.7K | 0.07% | +247+13.9% | Added |
| Central Bank & Trust Co | 2,032 | $335.2K | 0.06% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,035 | $335.7K | 0.08% | +126+6.6% | Added |
| Stonebridge Capital Advisors LLC | 2,035 | $335.7K | 0.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,036 | $335.8K | 0.21% | −969−32.2% | Reduced |
| Advisors Management Group Inc | 2,038 | $336.0K | 0.11% | −10−0.5% | Reduced |
| Waddell & Associates, LLC | 2,038 | $336.1K | 0.05% | −26−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 2,039 | $336.3K | 0.10% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,039 | $336.5K | 0.09% | +471+30.0% | Added |
| Columbia Trust Co 01012016 | 2,042 | $336.8K | 0.19% | −48−2.3% | Reduced |
| First Personal Financial Services | 2,044 | $337.2K | 0.09% | −150−6.8% | Reduced |
| Dearborn Partners LLC | 2,044 | $337.2K | 0.01% | +81+4.1% | Added |
| Richard W. Paul & Associates, LLC | 2,045 | $337.3K | 0.16% | −139−6.4% | Reduced |
| Blume Capital Management, Inc. | 2,049 | $338.0K | 0.11% | +386+23.2% | Added |