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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 9,543 | $1.57M | 1.13% | +525+5.8% | Added |
| Ameritas Advisory Services, LLC | 9,598 | $1.57M | 0.08% | +743+8.4% | Added |
| Gateway Investment Advisers LLC | 9,466 | $1.56M | 0.02% | −203−2.1% | Reduced |
| Eisler Capital (UK) Ltd. | 9,430 | $1.56M | 0.13% | +9,430 | New |
| Berkshire Bank | 9,365 | $1.54M | 0.46% | −273−2.8% | Reduced |
| HighTower Trust Services, LTA | 9,305 | $1.54M | 0.15% | +1,960+26.7% | Added |
| KWB Wealth | 10,397 | $1.54M | 0.28% | +2,411+30.2% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.53M | 0.20% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 9,249 | $1.53M | 0.30% | −47−0.5% | Reduced |
| Trustco Bank Corp N Y | 9,211 | $1.52M | 1.67% | +75+0.8% | Added |
| Axq Capital, LP | 9,200 | $1.52M | 0.60% | +7,508+443.7% | Added |
| Cape Cod Five Cents Savings Bank | 9,186 | $1.52M | 0.17% | −145−1.6% | Reduced |
| Hartline Investment Corp | 9,181 | $1.51M | 0.30% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9,118 | $1.50M | 0.00% | −320−3.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 9,108 | $1.50M | 0.80% | −3,599−28.3% | Reduced |
| Qtron Investments LLC | 9,078 | $1.50M | 0.31% | +414+4.8% | Added |
| TAGStone Capital, Inc. | 9,074 | $1.50M | 1.12% | +26+0.3% | Added |
| Fulton Bank, N.A. | 9,061 | $1.49M | 0.08% | −109−1.2% | Reduced |
| Hyman Charles D | 9,048 | $1.49M | 0.10% | +564+6.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,021 | $1.49M | 0.45% | +273+3.1% | Added |
| Simmons Bank | 8,890 | $1.47M | 0.13% | −432−4.6% | Reduced |
| Laffer Tengler Investments | 8,889 | $1.47M | 0.40% | +199+2.3% | Added |
| Berkshire Asset Management LLC | 8,876 | $1.46M | 0.09% | +8,876 | New |
| Northern Financial Advisors Inc | 8,798 | $1.45M | 1.37% | +8,798 | New |
| FDx Advisors, Inc. | 9,805 | $1.45M | 0.06% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 8,757 | $1.44M | 0.55% | +1,302+17.5% | Added |
| Center for Financial Planning, Inc. | 8,732 | $1.44M | 0.33% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,728 | $1.44M | 0.12% | −512−5.5% | Reduced |
| Western Wealth Management, LLC | 8,726 | $1.44M | 0.13% | +348+4.2% | Added |
| Taylor Frigon Capital Management LLC | 8,724 | $1.44M | 0.79% | −90−1.0% | Reduced |
| HBK Sorce Advisory LLC | 8,715 | $1.44M | 0.07% | −19,755−69.4% | Reduced |
| Argent Advisors, Inc. | 8,704 | $1.44M | 0.69% | −11−0.1% | Reduced |
| NTV Asset Management LLC | 8,685 | $1.43M | 0.27% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,644 | $1.43M | 0.14% | 00.0% | Unchanged |
| Strategic Investment Advisors | 8,643 | $1.43M | 0.26% | −414−4.6% | Reduced |
| Oldfather Financial Services, LLC | 8,626 | $1.42M | 0.74% | +3,331+62.9% | Added |
| CBOE Vest Financial, LLC | 8,624 | $1.42M | 0.19% | +6,031+232.6% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.42M | 0.15% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,581 | $1.42M | 0.06% | +386+4.7% | Added |
| Washington Trust Advisors, Inc. | 8,567 | $1.41M | 0.14% | −275−3.1% | Reduced |
| Evergreen Capital Management LLC | 8,562 | $1.41M | 0.06% | +449+5.5% | Added |
| United Asset Strategies, Inc. | 8,559 | $1.41M | 0.19% | +148+1.8% | Added |
| Rathbone Brothers plc | 8,557 | $1.41M | 0.01% | −2,269−21.0% | Reduced |
| Coastal Bridge Advisors, LLC | 8,553 | $1.41M | 0.36% | +10+0.1% | Added |
| Investors Asset Management of Georgia Inc | 8,550 | $1.41M | 0.75% | +115+1.4% | Added |
| Gotham Asset Management, LLC | 8,509 | $1.40M | 0.03% | +4,531+113.9% | Added |
| DoubleLine ETF Adviser LP | 8,425 | $1.39M | 0.59% | −14−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 8,391 | $1.38M | 0.40% | +8,391 | New |
| Rothschild Investment Corp | 8,392 | $1.38M | 0.12% | −2,678−24.2% | Reduced |
| Amarillo National Bank | 8,389 | $1.38M | 0.28% | +76+0.9% | Added |
| Boltwood Capital Management | 8,380 | $1.38M | 0.52% | +190+2.3% | Added |
| Osborne Partners Capital Management, LLC | 8,314 | $1.37M | 0.10% | +27+0.3% | Added |
| Moloney Securities Asset Management, LLC | 8,303 | $1.37M | 0.26% | +30+0.4% | Added |
| Grimes & Company, Inc. | 8,266 | $1.36M | 0.06% | −71−0.9% | Reduced |
| Palisade Asset Management, LLC | 8,248 | $1.36M | 0.17% | −275−3.2% | Reduced |
| Woodstock Corp | 8,238 | $1.36M | 0.17% | −78−0.9% | Reduced |
| Bryn Mawr Trust Co | 8,231 | $1.36M | 0.06% | +275+3.5% | Added |
| Invst, LLC | 8,546 | $1.35M | 0.21% | +41+0.5% | Added |
| Massmutual Trust Co FSB | 8,207 | $1.35M | 0.05% | +208+2.6% | Added |
| Ingalls & Snyder LLC | 8,200 | $1.35M | 0.07% | −385−4.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,160 | $1.35M | 0.49% | 00.0% | Unchanged |
| Triad Investment Management | 8,138 | $1.34M | 1.95% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 8,090 | $1.33M | 1.26% | −1,836−18.5% | Reduced |
| Pitcairn Co | 8,073 | $1.33M | 0.12% | +357+4.6% | Added |
| Advisory Research Inc | 8,062 | $1.33M | 0.22% | 00.0% | Unchanged |
| Excalibur Management Corp | 8,061 | $1.33M | 0.69% | −170−2.1% | Reduced |
| Greenwood Gearhart Inc | 8,023 | $1.32M | 0.17% | −732−8.4% | Reduced |
| Community Bank, N.A. | 8,018 | $1.32M | 0.18% | −236−2.9% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.32M | 0.80% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,994 | $1.32M | 0.06% | +880+12.4% | Added |
| Evoke Wealth, LLC | 7,986 | $1.32M | 0.05% | +102+1.3% | Added |
| Ascent Group, LLC | 7,976 | $1.32M | 0.14% | −731−8.4% | Reduced |
| GYL Financial Synergies, LLC | 7,939 | $1.31M | 0.16% | +4,134+108.6% | Added |
| Apollon Wealth Management, LLC | 7,936 | $1.31M | 0.08% | +709+9.8% | Added |
| VisionPoint Advisory Group, LLC | 8,780 | $1.31M | 0.58% | +1,496+20.5% | Added |
| Stokes Family Office, LLC | 7,912 | $1.31M | 0.16% | −385−4.6% | Reduced |
| Essex Financial Services, Inc. | 7,803 | $1.29M | 0.14% | +328+4.4% | Added |
| SkyView Investment Advisors, LLC | 7,740 | $1.28M | 0.30% | +62+0.8% | Added |
| Karpas Strategies, LLC | 7,736 | $1.28M | 0.45% | −181−2.3% | Reduced |
| Bank of Hawaii | 7,692 | $1.27M | 0.07% | −27−0.3% | Reduced |
| Associated Banc-Corp | 7,668 | $1.26M | 0.05% | +20.0% | Added |
| Wealth Advisors, Inc. | 7,786 | $1.26M | 0.60% | +65+0.8% | Added |
| Beach Investment Counsel Inc | 7,633 | $1.26M | 0.17% | −100−1.3% | Reduced |
| SageView Advisory Group, LLC | 7,611 | $1.26M | 0.08% | +1,434+23.2% | Added |
| Signature Wealth Management Group | 7,600 | $1.25M | 0.59% | −3,814−33.4% | Reduced |
| Chesapeake Wealth Management | 7,595 | $1.25M | 0.52% | +175+2.4% | Added |
| Merit Financial Group, LLC | 7,594 | $1.25M | 0.05% | −138−1.8% | Reduced |
| Lumature Wealth Partners, LLC | 7,453 | $1.23M | 0.69% | +752+11.2% | Added |
| SRN Advisors, LLC | 7,556 | $1.23M | 1.12% | −2,067−21.5% | Reduced |
| BancorpSouth Bank | 7,438 | $1.23M | 0.11% | −378−4.8% | Reduced |
| Joel Isaacson & Co., LLC | 7,433 | $1.23M | 0.09% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 8,815 | $1.22M | 0.04% | +530+6.4% | Added |
| Knightsbridge Asset Management, LLC | 7,379 | $1.22M | 0.21% | +1,309+21.6% | Added |
| Intellectus Partners, LLC | 7,362 | $1.21M | 0.38% | −550−7.0% | Reduced |
| Morse Asset Management, Inc | 7,362 | $1.21M | 0.41% | −405−5.2% | Reduced |
| Stevens Capital Management LP | 7,337 | $1.21M | 0.30% | +7,337 | New |
| Ameritas Investment Partners, Inc. | 7,331 | $1.21M | 0.05% | −58−0.8% | Reduced |
| Clarius Group, LLC | 7,327 | $1.21M | 0.10% | +142+2.0% | Added |
| Connolly Sarah T. | 7,285 | $1.20M | 0.76% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,273 | $1.20M | 0.24% | −229−3.1% | Reduced |