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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 7,273 | $1.20M | 0.21% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $1.19M | 0.09% | −651−8.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,221 | $1.19M | 0.24% | +641+9.7% | Added |
| YHB Investment Advisors, Inc. | 7,212 | $1.19M | 0.12% | +100+1.4% | Added |
| Lee Danner & Bass Inc | 7,211 | $1.19M | 0.11% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,197 | $1.19M | 0.19% | +24+0.3% | Added |
| Balentine LLC | 7,192 | $1.19M | 0.04% | −318−4.2% | Reduced |
| Centaurus Financial, Inc. | 7,185 | $1.19M | 0.09% | −469−6.1% | Reduced |
| Monte Financial Group, LLC | 7,166 | $1.18M | 0.62% | +227+3.3% | Added |
| Paradigm Financial Partners, LLC | 7,164 | $1.18M | 0.32% | +482+7.2% | Added |
| Veracity Capital LLC | 7,162 | $1.18M | 0.55% | +18+0.3% | Added |
| Busey Wealth Management | 7,161 | $1.18M | 0.05% | +902+14.4% | Added |
| Van Strum & Towne Inc. | 7,140 | $1.18M | 0.50% | 00.0% | Unchanged |
| Smithfield Trust Co | 7,142 | $1.17M | 0.08% | −682−8.7% | Reduced |
| Telemus Capital, LLC | 7,115 | $1.17M | 0.10% | +141+2.0% | Added |
| Insight Advisors, LLC | 7,088 | $1.17M | 0.28% | −176−2.4% | Reduced |
| Transatlantique Private Wealth LLC | 7,143 | $1.16M | 0.64% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,051 | $1.16M | 0.07% | +367+5.5% | Added |
| Ritholtz Wealth Management | 6,982 | $1.15M | 0.06% | +1,341+23.8% | Added |
| Patten & Patten Inc | 6,946 | $1.15M | 0.10% | +266+4.0% | Added |
| Trust Asset Management LLC | 6,944 | $1.15M | 0.13% | +32+0.5% | Added |
| River & Mercantile Asset Management LLP | 6,944 | $1.15M | 0.23% | −6,030−46.5% | Reduced |
| SOA Wealth Advisors, LLC. | 6,913 | $1.14M | 0.28% | 00.0% | Unchanged |
| McAdam, LLC | 6,911 | $1.14M | 0.10% | +613+9.7% | Added |
| Paragon Private Wealth Management, LLC | 6,900 | $1.14M | 0.96% | +202+3.0% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.14M | 0.77% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6,877 | $1.13M | 0.97% | 00.0% | Unchanged |
| AXS Investments LLC | 6,850 | $1.13M | 0.37% | −684−9.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,843 | $1.13M | 0.07% | +3,074+81.6% | Added |
| Investment House LLC | 6,835 | $1.13M | 0.09% | −550−7.4% | Reduced |
| Symmetry Partners, LLC | 6,817 | $1.12M | 0.06% | 00.0% | Unchanged |
| Beacon Financial Group | 6,902 | $1.11M | 0.16% | −374−5.1% | Reduced |
| Wade G W & Inc | 6,728 | $1.11M | 0.04% | −158−2.3% | Reduced |
| Segall Bryant & Hamill, LLC | 6,726 | $1.11M | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,667 | $1.10M | 0.12% | +6,667 | New |
| Aurora Private Wealth, Inc. | 6,659 | $1.10M | 1.17% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,642 | $1.10M | 0.27% | −437−6.2% | Reduced |
| Townsend & Associates, Inc | 6,740 | $1.09M | 0.44% | +3,556+111.7% | Added |
| Geo Capital Gestora de Recursos Ltd | 6,564 | $1.08M | 0.80% | +64+1.0% | Added |
| Duff & Phelps Investment Management Co | 6,555 | $1.08M | 0.01% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,518 | $1.08M | 0.28% | −80−1.2% | Reduced |
| Nomura Holdings Inc | 6,509 | $1.07M | 0.01% | +5,911+988.5% | Added |
| Wedmont Private Capital | 6,653 | $1.07M | 0.14% | +2,292+52.6% | Added |
| Carr Financial Group Corp | 6,480 | $1.07M | 0.47% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 6,455 | $1.06M | 0.03% | +6,455 | New |
| Arden Trust Co | 6,438 | $1.06M | 0.19% | −1,196−15.7% | Reduced |
| Harbour Investments, Inc. | 6,421 | $1.06M | 0.06% | −173−2.6% | Reduced |
| S&CO Inc | 6,386 | $1.05M | 0.09% | 00.0% | Unchanged |
| Beck Bode, LLC | 6,381 | $1.05M | 0.26% | +6,381 | New |
| Checchi Capital Advisers, LLC | 6,375 | $1.05M | 0.10% | −106−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,375 | $1.05M | 0.12% | +746+13.3% | Added |
| Principle Wealth Partners LLC | 6,359 | $1.05M | 0.11% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,357 | $1.05M | 0.23% | −5,528−46.5% | Reduced |
| Lavaca Capital LLC | 6,284 | $1.04M | 0.24% | +4+0.1% | Added |
| Wealthsource Partners, LLC | 6,321 | $1.04M | 0.07% | +4+0.1% | Added |
| Parisi Gray Wealth Management | 6,301 | $1.04M | 0.65% | +17+0.3% | Added |
| M Holdings Securities, Inc. | 6,298 | $1.04M | 0.11% | +1,449+29.9% | Added |
| Becker Capital Management Inc | 6,263 | $1.03M | 0.04% | +75+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,249 | $1.03M | 0.01% | −20.0% | Reduced |
| Mark Stevens | 6,242 | $1.03M | 0.13% | +104+1.7% | Added |
| Laurel Wealth Advisors LLC | 6,236 | $1.03M | 0.22% | +465+8.1% | Added |
| IHT Wealth Management, LLC | 6,175 | $1.02M | 0.06% | −5,589−47.5% | Reduced |
| Inceptionr LLC | 6,159 | $1.02M | 0.33% | +6,159 | New |
| Ledyard National Bank | 6,155 | $1.02M | 0.12% | −345−5.3% | Reduced |
| WealthTrust Axiom LLC | 6,153 | $1.02M | 0.35% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,144 | $1.01M | 1.07% | −2,286−27.1% | Reduced |
| Derbend Asset Management | 6,121 | $1.01M | 0.76% | +18+0.3% | Added |
| Mutual Advisors, LLC | 6,113 | $1.01M | 0.04% | +446+7.9% | Added |
| Global Retirement Partners, LLC | 6,564 | $999.1K | 0.05% | +1,293+24.5% | Added |
| Continuum Advisory, LLC | 6,023 | $993.5K | 0.17% | −909−13.1% | Reduced |
| Goodman Advisory Group, LLC | 6,012 | $991.7K | 0.54% | +6,012 | New |
| Chase Investment Counsel Corp | 6,006 | $990.0K | 0.55% | −8,428−58.4% | Reduced |
| Weil Company, Inc. | 6,000 | $989.7K | 0.45% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 5,997 | $989.2K | 0.02% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,987 | $987.6K | 1.11% | +38+0.6% | Added |
| Summit Trail Advisors, LLC | 5,901 | $973.4K | 0.04% | +761+14.8% | Added |
| Verity & Verity, LLC | 5,874 | $968.9K | 0.12% | −3,675−38.5% | Reduced |
| Spears Abacus Advisors LLC | 5,852 | $965.3K | 0.09% | +150+2.6% | Added |
| Dover Advisors, LLC | 5,843 | $963.8K | 0.93% | +1,127+23.9% | Added |
| Ellis Investment Partners, LLC | 5,833 | $962.1K | 0.25% | +11+0.2% | Added |
| Flagship Harbor Advisors, LLC | 5,832 | $961.9K | 0.09% | −987−14.5% | Reduced |
| Spinnaker Trust | 5,819 | $959.8K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5,777 | $952.9K | 0.65% | +20.0% | Added |
| Robertson Stephens Wealth Management, LLC | 5,731 | $945.4K | 0.08% | +2,843+98.4% | Added |
| Waldron Private Wealth LLC | 5,727 | $944.7K | 0.05% | +284+5.2% | Added |
| Lyell Wealth Management, LP | 5,705 | $941.0K | 0.13% | −41−0.7% | Reduced |
| Crewe Advisors LLC | 5,697 | $939.7K | 0.14% | −20−0.3% | Reduced |
| Thomas White International Ltd | 5,678 | $936.6K | 0.20% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,660 | $933.6K | 0.20% | −169−2.9% | Reduced |
| Northcape Wealth Management, LLC | 5,659 | $933.5K | 0.34% | +5,659 | New |
| Flputnam Investment Management Co | 5,609 | $925.1K | 0.03% | +762+15.7% | Added |
| Symphony Financial, Ltd. Co. | 5,690 | $924.1K | 0.24% | +321+6.0% | Added |
| Conning Inc. | 5,599 | $923.6K | 0.03% | −197−3.4% | Reduced |
| Wealth Alliance | 5,596 | $923.1K | 0.15% | +267+5.0% | Added |
| Burke & Herbert Bank & Trust Co | 5,577 | $919.9K | 0.68% | 00.0% | Unchanged |
| First Command Bank | 5,554 | $916.1K | 0.09% | −850−13.3% | Reduced |
| First Command Financial Services, Inc. | 5,554 | $916.1K | 0.09% | −850−13.3% | Reduced |
| Strategic Advisors LLC | 5,536 | $913.2K | 0.18% | −146−2.6% | Reduced |
| Abundance Wealth Counselors | 5,526 | $912.0K | 0.23% | +113+2.1% | Added |
| Perpetual Ltd | 5,520 | $910.5K | 0.01% | +5,520 | New |