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
- 2,055
- +89 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
- 188
- 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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 3,061 | $504.9K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,062 | $505.0K | 0.21% | −2,434−44.3% | Reduced |
| Financial Management Network Inc | 3,110 | $505.5K | 0.20% | −114−3.5% | Reduced |
| Aspen Wealth Strategies, LLC | 3,068 | $506.1K | 0.39% | −30−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,070 | $506.4K | 0.11% | +110+3.7% | Added |
| Plancorp, LLC | 3,079 | $507.9K | 0.03% | +193+6.7% | Added |
| Aft, Forsyth & Company, Inc. | 3,086 | $509.0K | 0.39% | +15+0.5% | Added |
| Zhang Financial LLC | 3,090 | $509.7K | 0.06% | +556+21.9% | Added |
| Westmount Partners, LLC | 3,093 | $510.1K | 0.24% | +6+0.2% | Added |
| Arkadios Wealth Advisors | 3,094 | $510.3K | 0.06% | −326−9.5% | Reduced |
| Burney Co | 3,095 | $510.5K | 0.03% | −100−3.1% | Reduced |
| Acima Private Wealth, LLC | 3,113 | $513.5K | 0.25% | +56+1.8% | Added |
| Hamilton Capital, LLC | 3,119 | $514.5K | 0.03% | −120−3.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,127 | $515.8K | 0.09% | +938+42.9% | Added |
| FirstPurpose Wealth LLC | 3,129 | $516.1K | 0.25% | +81+2.7% | Added |
| Clean Yield Group | 3,132 | $516.6K | 0.22% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,133 | $516.8K | 0.04% | +1,533+95.8% | Added |
| Eagle Ridge Investment Management | 3,139 | $517.8K | 0.06% | +110+3.6% | Added |
| Aspen Investment Management Inc | 3,158 | $521.0K | 0.33% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 3,170 | $522.9K | 0.18% | +3,170 | New |
| Trillium Asset Management, LLC | 3,243 | $523.0K | 0.02% | −74−2.2% | Reduced |
| Ridgewood Investments LLC | 3,174 | $523.6K | 0.32% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 3,190 | $526.1K | 0.38% | +10.0% | Added |
| Y.D. More Investments Ltd | 3,194 | $526.6K | 0.13% | −967−23.2% | Reduced |
| Dynamic Advisor Solutions LLC | 3,194 | $526.9K | 0.03% | +1,211+61.1% | Added |
| Factorial Partners, LLC | 3,200 | $527.8K | 0.40% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,201 | $527.9K | 0.11% | −49−1.5% | Reduced |
| Herold Advisors, Inc. | 3,201 | $528.0K | 0.18% | +100+3.2% | Added |
| Altfest L J & Co Inc | 3,199 | $528.0K | 0.08% | +219+7.3% | Added |
| Parsec Financial Management, Inc. | 3,202 | $528.2K | 0.02% | −800−20.0% | Reduced |
| Tompkins Financial Corp | 3,216 | $530.5K | 0.09% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,227 | $532.3K | 0.02% | −300−8.5% | Reduced |
| Matrix Asset Advisors Inc | 3,228 | $532.5K | 0.08% | +450+16.2% | Added |
| Cary Street Partners Asset Management LLC | 3,231 | $533.0K | 0.10% | −325−9.1% | Reduced |
| RMB Capital Management, LLC | 3,232 | $533.1K | 0.02% | −100−3.0% | Reduced |
| Old Mission Investment Co LLC | 3,232 | $533.2K | 0.21% | +4+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,238 | $534.2K | 0.01% | +3,238 | New |
| Partners Group Holding AG | 3,249 | $535.9K | 0.04% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,259 | $538.0K | 0.18% | −19−0.6% | Reduced |
| Congress Wealth Management LLC | 3,275 | $540.3K | 0.01% | −458−12.3% | Reduced |
| Hoylecohen, LLC | 3,279 | $540.9K | 0.05% | +41+1.3% | Added |
| Doliver Advisors, LP | 3,295 | $543.5K | 0.17% | +135+4.3% | Added |
| Cable Hill Partners, LLC | 3,296 | $543.7K | 0.09% | +61+1.9% | Added |
| Hartford Financial Management Inc. | 3,302 | $544.7K | 0.14% | −4−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 3,324 | $548.3K | 0.14% | 00.0% | Unchanged |
| Advisor Resource Council | 3,390 | $548.6K | 0.14% | +305+9.9% | Added |
| Oak Thistle LLC | 3,334 | $549.9K | 0.32% | +3,334 | New |
| Purus Wealth Management, LLC | 3,338 | $550.7K | 0.43% | −66−1.9% | Reduced |
| CoreFirst Bank & Trust | 3,353 | $553.1K | 0.40% | −80−2.3% | Reduced |
| Landscape Capital Management, L.L.C. | 3,357 | $553.7K | 0.08% | −1,350−28.7% | Reduced |
| Philadelphia Trust Co | 3,357 | $554.0K | 0.06% | −250−6.9% | Reduced |
| Eisler Capital (US) LLC | 3,364 | $554.9K | 0.28% | +3,364 | New |
| Carnegie Capital Asset Management, LLC | 3,382 | $557.9K | 0.02% | +131+4.0% | Added |
| Brighton Jones LLC | 3,400 | $560.8K | 0.03% | −32−0.9% | Reduced |
| Arrow Financial Corp | 3,400 | $560.8K | 0.07% | −20−0.6% | Reduced |
| MidWestOne Financial Group, Inc. | 3,404 | $561.5K | 0.13% | +618+22.2% | Added |
| Spouting Rock Asset Management, LLC | 3,407 | $562.0K | 0.20% | 00.0% | Unchanged |
| Summit Global Investments | 3,407 | $562.0K | 0.04% | +233+7.3% | Added |
| Summit X, LLC | 3,438 | $567.2K | 0.15% | −111−3.1% | Reduced |
| Defined Wealth Management, LLC | 3,444 | $568.1K | 0.53% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,450 | $569.1K | 0.24% | +59+1.7% | Added |
| Magnus Financial Group LLC | 3,484 | $574.7K | 0.09% | +377+12.1% | Added |
| Private Ocean, LLC | 3,491 | $575.8K | 0.08% | +205+6.2% | Added |
| Transform Wealth, LLC | 3,512 | $579.2K | 0.05% | −150−4.1% | Reduced |
| Agate Pass Investment Management, LLC | 3,515 | $579.8K | 0.38% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,522 | $581.0K | 0.06% | +3,522 | New |
| Capital Investment Advisors, LLC | 3,527 | $581.7K | 0.02% | −842−19.3% | Reduced |
| Sigma Investment Counselors Inc | 3,527 | $581.8K | 0.05% | 00.0% | Unchanged |
| US Asset Management LLC | 3,527 | $582.0K | 0.59% | −13−0.4% | Reduced |
| Sun Life Financial INC | 3,540 | $582.3K | 0.04% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,535 | $583.1K | 0.19% | −437−11.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,541 | $584.0K | 0.12% | +311+9.6% | Added |
| Archford Capital Strategies, LLC | 3,627 | $584.2K | 0.12% | +92+2.6% | Added |
| Colonial Trust Advisors | 3,542 | $584.3K | 0.07% | −9,105−72.0% | Reduced |
| Somerville Kurt F | 3,550 | $585.6K | 0.11% | −275−7.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,562 | $587.6K | 0.59% | −10.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,566 | $588.1K | 0.16% | −100−2.7% | Reduced |
| First City Capital Management, Inc. | 3,648 | $588.6K | 0.34% | −30−0.8% | Reduced |
| Empowered Funds, LLC | 3,569 | $588.7K | 0.03% | −5,434−60.4% | Reduced |
| Kovack Advisors, Inc. | 3,579 | $590.4K | 0.08% | −84−2.3% | Reduced |
| Saybrook Capital | 3,600 | $594.0K | 0.19% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 3,616 | $596.6K | 0.51% | +3,616 | New |
| First Affirmative Financial Network | 3,627 | $598.2K | 0.69% | +146+4.2% | Added |
| Hills Bank & Trust Co | 3,630 | $598.8K | 0.08% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,634 | $599.4K | 0.05% | +574+18.8% | Added |
| LGL Partners, LLC | 3,644 | $601.1K | 0.10% | +10.0% | Added |
| Platform Technology Partners | 3,661 | $603.8K | 0.30% | +10.0% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $604.0K | 0.14% | 00.0% | Unchanged |
| Aries Wealth Management | 3,664 | $604.4K | 0.25% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,670 | $605.4K | 0.29% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,699 | $610.1K | 0.13% | +97+2.7% | Added |
| Birinyi Associates Inc | 3,715 | $613.0K | 0.25% | −7,035−65.4% | Reduced |
| MCF Advisors LLC | 3,725 | $614.4K | 0.06% | −68−1.8% | Reduced |
| L2 Asset Management, LLC | 3,765 | $621.0K | 0.37% | +2,056+120.3% | Added |
| J. W. Coons Advisors, LLC | 3,767 | $621.4K | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,767 | $621.4K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 43,563 | $627.1K | 0.09% | +37,034+567.2% | Added |
| MTM Investment Management, LLC | 3,822 | $630.4K | 0.32% | 00.0% | Unchanged |
| American National Bank | 3,854 | $635.7K | 0.12% | +1,067+38.3% | Added |
| Sunflower Bank, N.A. | 3,856 | $636.0K | 0.14% | +60+1.6% | Added |