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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 2,500 | $412.4K | 0.16% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $412.4K | 0.28% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,502 | $413.0K | 0.09% | −978−28.1% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $413.4K | 0.20% | 00.0% | Unchanged |
| Allstate Corp | 2,515 | $414.8K | 0.03% | −21,889−89.7% | Reduced |
| TNF LLC | 2,575 | $415.5K | 0.19% | −1,000−28.0% | Reduced |
| Round Hill Asset Management | 2,522 | $416.0K | 0.26% | +205+8.8% | Added |
| Mirador Capital Partners LP | 2,522 | $416.0K | 0.10% | +2,522 | New |
| Mayflower Financial Advisors, LLC | 2,523 | $416.2K | 0.05% | +50+2.0% | Added |
| Zullo Investment Group, Inc. | 2,528 | $417.1K | 0.26% | +40+1.6% | Added |
| Northstar Asset Management LLC | 2,538 | $418.6K | 0.12% | +32+1.3% | Added |
| Midwest Professional Planners, LTD. | 2,538 | $418.7K | 0.20% | +177+7.5% | Added |
| Edmond de Rothschild Holding S.A. | 2,546 | $420.0K | 0.01% | +476+23.0% | Added |
| Duncker Streett & Co Inc | 2,550 | $420.6K | 0.10% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,550 | $420.6K | 0.13% | +675+36.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,556 | $421.6K | 0.09% | +100+4.1% | Added |
| XTX Topco Ltd | 2,557 | $421.8K | 0.09% | −8,129−76.1% | Reduced |
| Birch Hill Investment Advisors LLC | 2,559 | $422.1K | 0.03% | −3,000−54.0% | Reduced |
| Monetary Management Group Inc | 2,575 | $424.7K | 0.12% | −125−4.6% | Reduced |
| Regatta Capital Group, LLC | 2,884 | $426.1K | 0.15% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,590 | $427.2K | 0.17% | −31−1.2% | Reduced |
| V Wealth Advisors LLC | 2,591 | $427.4K | 0.08% | −139−5.1% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $428.9K | 0.13% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,600 | $428.9K | 0.18% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,600 | $428.9K | 0.05% | +2,182+522.0% | Added |
| Merrion Investment Management Co, LLC | 2,601 | $429.0K | 0.41% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,602 | $429.1K | 0.24% | +2,602 | New |
| Titleist Asset Management, LLC | 2,606 | $429.8K | 0.09% | +2,606 | New |
| Krilogy Financial LLC | 2,609 | $430.4K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,612 | $430.8K | 0.10% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,613 | $431.0K | 0.23% | −85−3.2% | Reduced |
| First Citizens Bank & Trust Co | 2,623 | $432.7K | 0.01% | −75−2.8% | Reduced |
| Benedetti & Gucer, Inc. | 2,624 | $433.0K | 0.25% | +336+14.7% | Added |
| Donoghue Forlines LLC | 2,626 | $433.2K | 0.16% | +2,626 | New |
| Larson Financial Group LLC | 2,641 | $435.7K | 0.05% | +2,339+774.5% | Added |
| Capital Analysts, LLC | 2,645 | $436.0K | 0.02% | −86−3.1% | Reduced |
| All Season Financial Advisors, Inc. | 2,654 | $437.8K | 0.40% | +2,654 | New |
| REDW Wealth LLC | 2,656 | $438.1K | 0.14% | +263+11.0% | Added |
| InterOcean Capital Group, LLC | 2,662 | $439.0K | 0.01% | −1,949−42.3% | Reduced |
| SPC Financial, Inc. | 2,662 | $439.1K | 0.05% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,668 | $440.1K | 0.18% | +2,668 | New |
| McLean Asset Management Corp | 2,669 | $440.2K | 0.18% | −49−1.8% | Reduced |
| Riverbridge Partners LLC | 2,673 | $440.9K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 2,675 | $441.2K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,676 | $441.4K | 0.16% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,680 | $442.0K | 0.20% | +7+0.3% | Added |
| Wealthcare Advisory Partners LLC | 2,696 | $444.7K | 0.02% | +397+17.3% | Added |
| Sheets Smith Wealth Management | 2,714 | $447.7K | 0.07% | +2,714 | New |
| Revisor Wealth Management LLC | 2,722 | $449.0K | 0.41% | +2,722 | New |
| Garrison Asset Management, LLC | 2,726 | $449.7K | 0.28% | +45+1.7% | Added |
| IFP Advisors, Inc | 5,310 | $450.0K | 0.02% | −4,226−44.3% | Reduced |
| SYSTM Wealth Solutions LLC | 2,729 | $450.1K | 0.07% | −2,619−49.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,730 | $450.3K | 0.02% | +408+17.6% | Added |
| Authentikos Wealth Advisory, LLC | 3,049 | $450.5K | 0.46% | +3,049 | New |
| Pekin Hardy Strauss, Inc. | 2,733 | $450.8K | 0.07% | −346−11.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,741 | $452.1K | 0.06% | +390+16.6% | Added |
| Texas Yale Capital Corp. | 2,742 | $452.3K | 0.02% | +52+1.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,770 | $456.9K | 0.47% | +2,770 | New |
| Bank Hapoalim BM | 2,785 | $459.0K | 0.06% | +25+0.9% | Added |
| Marietta Investment Partners LLC | 2,800 | $461.9K | 0.13% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,800 | $461.9K | 0.05% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $461.9K | 0.46% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,802 | $462.0K | 0.08% | −32−1.1% | Reduced |
| Tradition Wealth Management, LLC | 2,798 | $462.0K | 0.06% | +109+4.1% | Added |
| Marcum Wealth, LLC | 2,805 | $462.7K | 0.06% | +46+1.7% | Added |
| Indiana Trust & Investment Management CO | 2,807 | $463.0K | 0.25% | −75−2.6% | Reduced |
| Lokken Investment Group LLC | 2,808 | $463.2K | 0.35% | +2,808 | New |
| Geller Advisors LLC | 2,811 | $463.7K | 0.07% | +534+23.5% | Added |
| Asset Management Corp | 2,812 | $463.8K | 0.36% | +2+0.1% | Added |
| Athena Investment Management | 2,815 | $464.3K | 0.33% | −103−3.5% | Reduced |
| Nilsine Partners, LLC | 2,815 | $464.3K | 0.07% | +2,815 | New |
| WMS Partners, LLC | 2,820 | $465.2K | 0.04% | −73−2.5% | Reduced |
| Midwest Financial Group LLC | 2,823 | $466.0K | 0.43% | +2,823 | New |
| Mezzasalma Advisors, LLC | 2,826 | $466.1K | 0.33% | −39−1.4% | Reduced |
| Global Trust Asset Management, LLC | 2,826 | $466.1K | 0.22% | +247+9.6% | Added |
| MayTech Global Investments, LLC | 2,832 | $467.1K | 0.13% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,835 | $467.6K | 0.10% | +110+4.0% | Added |
| Solitude Financial Services | 2,860 | $471.8K | 0.30% | +300+11.7% | Added |
| McIlrath & Eck, LLC | 2,862 | $472.1K | 0.11% | +10+0.4% | Added |
| Transcend Wealth Collective, LLC | 2,869 | $473.2K | 0.05% | −376−11.6% | Reduced |
| Bath Savings Trust Co | 2,873 | $473.9K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,889 | $476.5K | 0.36% | +4+0.1% | Added |
| Citizens National Bank Trust Department | 2,895 | $477.5K | 0.13% | −100−3.3% | Reduced |
| Penserra Capital Management LLC | 2,904 | $478.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,910 | $480.0K | 0.12% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 2,939 | $484.8K | 0.01% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 2,954 | $487.3K | 0.37% | +1,235+71.8% | Added |
| Green Harvest Asset Management LLC | 2,957 | $487.8K | 0.02% | −3−0.1% | Reduced |
| VeraBank, N.A. | 2,964 | $488.9K | 0.23% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $494.8K | 0.01% | −1,500−33.3% | Reduced |
| Centennial Bank | 3,000 | $494.9K | 0.32% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $494.9K | 0.27% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,004 | $495.5K | 0.09% | +659+28.1% | Added |
| Acropolis Investment Management, LLC | 3,007 | $496.0K | 0.04% | −48−1.6% | Reduced |
| Accredited Investors Inc. | 3,021 | $498.3K | 0.04% | +5+0.2% | Added |
| Tanager Wealth Management LLP | 3,030 | $499.8K | 0.12% | −266−8.1% | Reduced |
| Scissortail Wealth Management, LLC | 3,034 | $500.5K | 0.45% | +3,034 | New |
| ERn Financial, LLC | 3,035 | $500.6K | 0.11% | +60+2.0% | Added |
| Chicago Partners Investment Group LLC | 3,123 | $501.5K | 0.03% | +778+33.2% | Added |
| Outlook Wealth Advisors, LLC | 3,051 | $503.3K | 0.22% | −18−0.6% | Reduced |