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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 2,050 | $338.1K | 0.20% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $338.1K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,052 | $338.5K | 0.06% | +94+4.8% | Added |
| Pacitti Group Inc. | 2,053 | $338.7K | 0.25% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,060 | $339.8K | 0.14% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,070 | $341.0K | 0.14% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,070 | $341.0K | 0.10% | +498+31.7% | Added |
| OneAscent Wealth Management LLC | 2,065 | $341.0K | 0.13% | +573+38.4% | Added |
| Navellier & Associates Inc | 2,100 | $346.4K | 0.07% | −100−4.5% | Reduced |
| Legal Advantage Investments, Inc. | 2,100 | $346.4K | 0.25% | +2,100 | New |
| HC Advisors, LLC | 2,110 | $348.2K | 0.22% | +10.0% | Added |
| Aberdeen Wealth Management LLC | 2,111 | $348.2K | 0.26% | −110−5.0% | Reduced |
| Avantax Planning Partners, Inc. | 2,112 | $348.4K | 0.01% | −56−2.6% | Reduced |
| Everhart Financial Group, Inc. | 2,117 | $349.2K | 0.16% | +523+32.8% | Added |
| Avidian Wealth Solutions, LLC | 2,129 | $351.2K | 0.02% | +37+1.8% | Added |
| Fidelis Capital Partners, LLC | 2,307 | $352.2K | 0.15% | +2,307 | New |
| Trellis Advisors, LLC | 2,137 | $352.5K | 0.17% | +105+5.2% | Added |
| Cornerstone Wealth Group, LLC | 2,139 | $352.8K | 0.06% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,139 | $352.8K | 0.02% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,140 | $353.0K | 0.04% | +29+1.4% | Added |
| Silverlake Wealth Management LLC | 2,142 | $353.4K | 0.21% | −115−5.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,146 | $354.1K | 0.41% | −148−6.5% | Reduced |
| Greylin Investment Mangement Inc | 2,150 | $354.6K | 0.06% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,156 | $355.6K | 0.28% | +300+16.2% | Added |
| Yarbrough Capital, LLC | 2,161 | $356.5K | 0.03% | +29+1.4% | Added |
| Provence Wealth Management Group | 2,162 | $356.6K | 0.24% | +460+27.0% | Added |
| Rossmore Private Capital | 2,170 | $357.9K | 0.06% | −9−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,172 | $358.3K | 0.00% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 2,180 | $359.6K | 0.02% | +2,180 | New |
| Cassaday & Co Wealth Management LLC | 2,181 | $359.8K | 0.02% | +210+10.7% | Added |
| Contravisory Investment Management, Inc. | 2,187 | $360.7K | 0.10% | −95−4.2% | Reduced |
| Tiemann Investment Advisors, LLC | 2,191 | $361.4K | 0.20% | +87+4.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,196 | $362.0K | 0.30% | +234+11.9% | Added |
| Founders Financial Securities LLC | 2,197 | $362.4K | 0.05% | +2,197 | New |
| GraniteShares Advisors LLC | 2,200 | $362.9K | 0.32% | +2,200 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $363.0K | 0.03% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,203 | $363.4K | 0.09% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,261 | $364.3K | 0.16% | +83+3.8% | Added |
| Venturi Wealth Management, LLC | 2,209 | $364.4K | 0.03% | −291−11.6% | Reduced |
| Sunburst Financial Group, LLC | 2,212 | $364.9K | 0.13% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,213 | $365.0K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,221 | $366.4K | 0.09% | +433+24.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,223 | $367.0K | 0.46% | −235−9.6% | Reduced |
| Mystic Asset Management, Inc. | 2,230 | $367.8K | 0.20% | −160−6.7% | Reduced |
| Laurion Capital Management LP | 2,234 | $368.5K | 0.02% | +2,234 | New |
| Astoria Portfolio Advisors LLC. | 2,267 | $368.5K | 0.16% | +303+15.4% | Added |
| Quantum Private Wealth, LLC | 2,240 | $369.5K | 0.20% | 00.0% | Unchanged |
| G&S Capital LLC | 2,243 | $369.9K | 0.16% | −357−13.7% | Reduced |
| Oak Asset Management, LLC | 2,246 | $370.5K | 0.16% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,249 | $371.0K | 0.07% | −26−1.1% | Reduced |
| Fort Washington Investment Advisors Inc | 2,250 | $371.1K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 2,251 | $371.3K | 0.13% | −13−0.6% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $372.6K | 0.18% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,268 | $374.0K | 0.03% | +25+1.1% | Added |
| Princeton Global Asset Management LLC | 2,268 | $374.0K | 0.11% | +10.0% | Added |
| Toth Financial Advisory Corp | 2,271 | $374.7K | 0.06% | +191+9.2% | Added |
| Charter Trust Co | 2,280 | $376.1K | 0.03% | −55−2.4% | Reduced |
| Warren Averett Asset Management, LLC | 2,280 | $376.1K | 0.02% | +760+50.0% | Added |
| M&R Capital Management Inc | 2,285 | $377.0K | 0.11% | −9−0.4% | Reduced |
| Marino, Stram & Associates LLC | 2,287 | $377.3K | 0.11% | +11+0.5% | Added |
| Integrated Advisors Network LLC | 2,289 | $377.5K | 0.02% | −143−5.9% | Reduced |
| Mechanics Bank Trust Department | 2,300 | $379.4K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,300 | $379.4K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $379.4K | 0.27% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,301 | $379.6K | 0.02% | +299+14.9% | Added |
| Petrus Trust Company, LTA | 2,312 | $381.4K | 0.05% | +2,312 | New |
| Cadent Capital Advisors, LLC | 2,313 | $381.5K | 0.23% | +10.0% | Added |
| DT Investment Partners, LLC | 2,397 | $381.9K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,317 | $382.2K | 0.08% | +226+10.8% | Added |
| PDS Planning, Inc | 2,323 | $383.1K | 0.05% | +565+32.1% | Added |
| Bangor Savings Bank | 2,329 | $384.2K | 0.05% | +21+0.9% | Added |
| Patten Group, Inc. | 2,330 | $384.3K | 0.12% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2,346 | $387.0K | 0.07% | +2,346 | New |
| Strategic Blueprint, LLC | 2,349 | $387.5K | 0.04% | −160−6.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,353 | $388.0K | 0.19% | −35−1.5% | Reduced |
| 626 Financial, LLC | 2,356 | $388.6K | 0.26% | −686−22.6% | Reduced |
| StoneX Group Inc. | 2,372 | $391.2K | 0.04% | +607+34.4% | Added |
| Eudaimonia Partners, LLC | 2,380 | $392.6K | 0.10% | −85−3.4% | Reduced |
| Confluence Investment Management LLC | 2,400 | $395.9K | 0.01% | −21−0.9% | Reduced |
| Horizon Wealth Management, LLC | 2,401 | $396.1K | 0.30% | −950−28.3% | Reduced |
| LS Investment Advisors, LLC | 2,406 | $396.9K | 0.07% | 00.0% | Unchanged |
| First National Corp | 2,410 | $397.5K | 0.09% | +2,410 | New |
| First Capital Advisors Group, LLC. | 2,410 | $397.5K | 0.26% | −67−2.7% | Reduced |
| Wittenberg Investment Management, Inc. | 2,410 | $397.5K | 0.15% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,415 | $398.4K | 0.18% | 00.0% | Unchanged |
| Tobam | 2,430 | $401.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,433 | $401.3K | 0.20% | −16−0.7% | Reduced |
| Quent Capital, LLC | 2,437 | $402.0K | 0.07% | +10.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $402.3K | 0.06% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,441 | $402.7K | 0.07% | +2+0.1% | Added |
| Howland Capital Management LLC | 2,443 | $403.0K | 0.02% | +513+26.6% | Added |
| Covenant Asset Management, LLC | 2,461 | $405.9K | 0.13% | +161+7.0% | Added |
| Hunter Associates Investment Management LLC | 2,467 | $407.0K | 0.09% | −200−7.5% | Reduced |
| Verition Fund Management LLC | 2,474 | $408.1K | 0.01% | −15,300−86.1% | Reduced |
| Sippican Capital Advisors | 2,478 | $408.7K | 0.39% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,480 | $409.1K | 0.15% | −50−2.0% | Reduced |
| Addison Capital Co | 2,494 | $411.0K | 0.31% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,497 | $411.8K | 0.06% | −71−2.8% | Reduced |
| Vigilant Capital Management, LLC | 2,500 | $412.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,500 | $412.4K | 0.23% | 00.0% | Unchanged |