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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 3,865 | $637.5K | 0.13% | 00.0% | Unchanged |
| GFG Capital, LLC | 4,323 | $638.7K | 0.14% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,880 | $640.0K | 0.14% | +3,880 | New |
| OneAscent Financial Services LLC | 3,895 | $642.0K | 0.26% | +370+10.5% | Added |
| Delta Investment Management, LLC | 3,895 | $642.5K | 0.18% | −67−1.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,899 | $643.3K | 0.20% | +136+3.6% | Added |
| PFG Advisors | 3,906 | $644.3K | 0.05% | −644−14.2% | Reduced |
| Insigneo Advisory Services, LLC | 3,916 | $645.9K | 0.21% | +48+1.2% | Added |
| Old National Bancorp | 3,918 | $646.3K | 0.02% | −135−3.3% | Reduced |
| Thoroughbred Financial Services, LLC | 3,927 | $647.0K | 0.10% | +10.0% | Added |
| Wesbanco Bank Inc | 3,939 | $650.0K | 0.03% | −8−0.2% | Reduced |
| Oakworth Capital, Inc. | 3,966 | $654.2K | 0.06% | +14+0.4% | Added |
| Salem Investment Counselors Inc | 3,984 | $657.2K | 0.03% | −18−0.4% | Reduced |
| Centerpoint Advisors, LLC | 3,993 | $659.0K | 0.29% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,996 | $659.1K | 0.03% | −4,573−53.4% | Reduced |
| Hall Capital Management Co Inc | 4,008 | $661.1K | 0.39% | +199+5.2% | Added |
| Spire Wealth Management | 4,053 | $668.5K | 0.03% | +1,605+65.6% | Added |
| Foundations Investment Advisors, LLC | 4,057 | $669.2K | 0.02% | −937−18.8% | Reduced |
| Pearl River Capital, LLC | 4,082 | $673.3K | 0.11% | +332+8.9% | Added |
| Linden Thomas Advisory Services, LLC | 4,092 | $675.0K | 0.17% | +4,092 | New |
| First National Bank of Hutchinson | 4,100 | $676.3K | 0.54% | +249+6.5% | Added |
| Summit Financial Group Inc | 4,110 | $677.9K | 0.27% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,110 | $677.9K | 0.12% | +80+2.0% | Added |
| Meridian Wealth Management, LLC | 4,135 | $682.1K | 0.06% | −43−1.0% | Reduced |
| Interchange Capital Partners, LLC | 4,155 | $685.1K | 0.37% | +4,155 | New |
| Point72 Asset Management, L.P. | 4,155 | $685.4K | 0.00% | −90,161−95.6% | Reduced |
| Evermay Wealth Management LLC | 4,159 | $686.0K | 0.14% | +6+0.1% | Added |
| WBH Advisory Inc | 4,163 | $686.6K | 0.09% | +4,163 | New |
| Evanson Asset Management, LLC | 4,191 | $691.3K | 0.07% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 4,192 | $691.4K | 0.09% | +253+6.4% | Added |
| Cypress Wealth Services, LLC | 4,206 | $693.8K | 0.20% | −107−2.5% | Reduced |
| Heritage Wealth Advisors | 4,209 | $694.2K | 0.04% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 4,229 | $697.6K | 0.08% | +5+0.1% | Added |
| Benin Management CORP | 4,232 | $698.1K | 0.26% | +100+2.4% | Added |
| Hilltop Holdings Inc. | 4,233 | $698.2K | 0.09% | −237−5.3% | Reduced |
| Focus Financial Network, Inc. | 4,254 | $701.6K | 0.04% | +289+7.3% | Added |
| Beaumont Asset Management, L.L.C. | 4,261 | $702.9K | 0.52% | −55−1.3% | Reduced |
| Basepoint Wealth LLC | 4,270 | $704.3K | 0.59% | −3−0.1% | Reduced |
| Estabrook Capital Management | 4,274 | $705.0K | 0.12% | 00.0% | Unchanged |
| First Western Trust Bank | 4,294 | $708.3K | 0.04% | +104+2.5% | Added |
| Byrne Asset Management LLC | 4,300 | $709.0K | 0.51% | −541−11.2% | Reduced |
| Boston Financial Mangement LLC | 4,310 | $710.9K | 0.03% | −610−12.4% | Reduced |
| Gsa Capital Partners LLP | 4,310 | $711.0K | 0.07% | −2,080−32.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,319 | $712.4K | 0.45% | +200+4.9% | Added |
| Wellington Shields & Co., LLC | 4,320 | $712.6K | 0.16% | +100+2.4% | Added |
| Atlas Brown,Inc. | 4,353 | $718.1K | 0.33% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,358 | $718.9K | 0.34% | −156−3.5% | Reduced |
| Twelve Points Wealth Management LLC | 4,373 | $721.3K | 0.41% | +170+4.0% | Added |
| Great Valley Advisor Group, Inc. | 4,379 | $722.6K | 0.03% | −64−1.4% | Reduced |
| CFO4Life Group, LLC | 4,394 | $724.8K | 0.16% | −32−0.7% | Reduced |
| IFG Advisors, LLC | 4,407 | $727.0K | 0.29% | +4+0.1% | Added |
| Kula Investments, LLC | 4,414 | $728.1K | 0.18% | +1,391+46.0% | Added |
| Alhambra Investment Partners LLC | 4,418 | $728.7K | 0.50% | 00.0% | Unchanged |
| JLB & Associates Inc | 4,421 | $729.2K | 0.11% | +643+17.0% | Added |
| 3Chopt Investment Partners, LLC | 4,427 | $730.2K | 0.39% | +175+4.1% | Added |
| Ervin Investment Management, LLC | 4,505 | $731.7K | 0.64% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,444 | $733.0K | 0.02% | −116−2.5% | Reduced |
| Legacy Advisors, LLC | 4,447 | $733.5K | 0.14% | +20+0.5% | Added |
| First Horizon Advisors, Inc. | 4,447 | $733.6K | 0.03% | +952+27.2% | Added |
| Allegheny Financial Group LTD | 4,473 | $737.8K | 0.30% | −30−0.7% | Reduced |
| Schulhoff & Co Inc | 4,490 | $740.6K | 0.34% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,607 | $742.4K | 0.30% | +91+2.0% | Added |
| RB Capital Management, LLC | 4,507 | $743.4K | 0.24% | +140+3.2% | Added |
| Leavell Investment Management, Inc. | 4,521 | $746.0K | 0.05% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 4,525 | $746.4K | 0.01% | −2,382−34.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,540 | $749.0K | 0.29% | +201+4.6% | Added |
| Brooks, Moore & Associates, Inc. | 4,548 | $750.0K | 0.54% | +184+4.2% | Added |
| Dakota Wealth Management | 4,549 | $750.3K | 0.05% | −3,397−42.8% | Reduced |
| Profit Investment Management, LLC | 4,572 | $754.2K | 0.50% | −281−5.8% | Reduced |
| Sentry LLC | 4,591 | $757.3K | 0.18% | +4,591 | New |
| Steel Peak Wealth Management LLC | 4,599 | $758.6K | 0.05% | −147−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,601 | $758.9K | 0.07% | +1,473+47.1% | Added |
| First Foundation Advisors | 4,603 | $759.3K | 0.03% | +38+0.8% | Added |
| AdvisorNet Financial, Inc | 4,634 | $764.4K | 0.07% | +71+1.6% | Added |
| Geneos Wealth Management Inc. | 4,646 | $766.4K | 0.05% | −939−16.8% | Reduced |
| Journey Strategic Wealth LLC | 4,649 | $766.9K | 0.08% | +402+9.5% | Added |
| Waterfront Wealth Inc. | 4,672 | $770.7K | 0.25% | −291−5.9% | Reduced |
| Saxon Interests, Inc. | 4,679 | $771.7K | 0.44% | +423+9.9% | Added |
| BigSur Wealth Management LLC | 4,700 | $775.3K | 0.36% | 00.0% | Unchanged |
| Graypoint LLC | 4,701 | $775.4K | 0.08% | +495+11.8% | Added |
| Sage Rhino Capital LLC | 4,703 | $775.8K | 0.23% | −296−5.9% | Reduced |
| Fred Alger Management, LLC | 4,706 | $776.3K | 0.00% | +106+2.3% | Added |
| Greystone Financial Group, LLC | 4,707 | $776.4K | 0.20% | +47+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 4,712 | $777.2K | 0.15% | +1,119+31.1% | Added |
| Verus Capital Partners, LLC | 4,727 | $779.7K | 0.12% | +862+22.3% | Added |
| North Star Investment Management Corp. | 4,730 | $780.1K | 0.06% | +2,001+73.3% | Added |
| Tufton Capital Management | 4,735 | $781.0K | 0.17% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,372 | $794.0K | 0.01% | +133+2.5% | Added |
| Confluence Wealth Services, Inc. | 4,822 | $795.4K | 0.19% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,833 | $797.2K | 0.43% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,841 | $798.0K | 0.31% | +167+3.6% | Added |
| Blueprint Investment Partners LLC | 4,841 | $798.5K | 0.18% | +2,623+118.3% | Added |
| NorthRock Partners, LLC | 4,877 | $804.5K | 0.09% | +102+2.1% | Added |
| Financial Counselors Inc | 4,879 | $805.0K | 0.02% | −238−4.7% | Reduced |
| Koshinski Asset Management, Inc. | 4,885 | $805.9K | 0.08% | +65+1.3% | Added |
| Baker Avenue Asset Management, LP | 4,888 | $806.3K | 0.04% | +216+4.6% | Added |
| Westwood Management Corp | 4,900 | $808.0K | 0.10% | −500−9.3% | Reduced |
| Oak Grove Capital LLC | 4,904 | $808.9K | 0.36% | +4,904 | New |
| Independent Financial Group, LLC | 4,936 | $814.2K | 0.07% | +453+10.1% | Added |
| Domani Wealth, LLC | 4,939 | $814.7K | 0.19% | 00.0% | Unchanged |