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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 5,520 | $910.5K | 0.04% | +3,720+206.7% | Added |
| Diligent Investors, LLC | 5,501 | $907.4K | 0.28% | 00.0% | Unchanged |
| Icon Advisers Inc | 5,500 | $907.2K | 0.23% | +5,500 | New |
| Forum Financial Management, LP | 5,495 | $906.4K | 0.03% | −93−1.7% | Reduced |
| Boyar Asset Management Inc. | 5,492 | $905.9K | 0.70% | +100+1.9% | Added |
| Hohimer Wealth Management, LLC | 5,489 | $905.4K | 0.26% | +3,718+209.9% | Added |
| Guyasuta Investment Advisors Inc | 5,455 | $899.8K | 0.07% | +2,750+101.7% | Added |
| Hartford Funds Management Co LLC | 5,446 | $898.6K | 0.09% | +697+14.7% | Added |
| Mather Group, LLC. | 5,448 | $898.6K | 0.02% | −5,961−52.2% | Reduced |
| Pecaut & Co. | 5,427 | $895.2K | 0.41% | 00.0% | Unchanged |
| Arjuna Capital | 5,403 | $891.2K | 0.35% | +5,403 | New |
| Versor Investments LP | 5,400 | $890.7K | 0.12% | +2,981+123.2% | Added |
| Sargent Investment Group, LLC | 5,435 | $890.1K | 0.23% | −3−0.1% | Reduced |
| First National Bank of South Miami | 5,352 | $882.8K | 0.70% | −591−9.9% | Reduced |
| Sowell Financial Services LLC | 5,302 | $875.0K | 0.07% | +5,302 | New |
| Lewis Capital Management, LLC | 5,271 | $869.5K | 1.31% | +10.0% | Added |
| Harvest Volatility Management LLC | 5,311 | $862.6K | 0.17% | −254−4.6% | Reduced |
| Papp L Roy & Associates | 5,216 | $860.3K | 0.12% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,186 | $855.4K | 0.04% | −20−0.4% | Reduced |
| LVW Advisors, LLC | 5,184 | $855.1K | 0.17% | +60+1.2% | Added |
| Proquility Private Wealth Partners, LLC | 5,180 | $854.4K | 0.34% | +5,180 | New |
| Bedel Financial Consulting, Inc. | 5,179 | $854.3K | 0.21% | +19+0.4% | Added |
| Vectors Research Management, LLC | 5,176 | $854.0K | 0.22% | 00.0% | Unchanged |
| HNP Capital LLC | 5,176 | $853.8K | 0.24% | 00.0% | Unchanged |
| NBT Bank N A | 5,157 | $850.6K | 0.12% | 00.0% | Unchanged |
| Weik Capital Management | 5,143 | $848.0K | 0.39% | −75−1.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,129 | $846.0K | 0.19% | +5,129 | New |
| HBK Investments L P | 5,125 | $845.4K | 0.03% | +5,125 | New |
| Desjardins Global Asset Management Inc. | 5,122 | $845.0K | 0.11% | +3,129+157.0% | Added |
| Prospera Financial Services Inc | 5,106 | $843.9K | 0.03% | +1,042+25.6% | Added |
| Algert Global LLC | 5,112 | $843.2K | 0.04% | +5,112 | New |
| Wealthspire Advisors, LLC | 5,078 | $837.6K | 0.01% | −1,768−25.8% | Reduced |
| Allworth Financial LP | 5,073 | $836.8K | 0.01% | +253+5.2% | Added |
| Crestwood Advisors Group LLC | 5,072 | $836.6K | 0.03% | −3,329−39.6% | Reduced |
| Parkside Financial Bank & Trust | 5,064 | $835.3K | 0.22% | +51+1.0% | Added |
| Levin Capital Strategies, L.P. | 5,064 | $835.3K | 0.11% | −1,500−22.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,063 | $835.1K | 0.14% | −81−1.6% | Reduced |
| RSM US Wealth Management LLC | 5,062 | $835.0K | 0.03% | +5,062 | New |
| S.A. Mason LLC | 5,053 | $833.4K | 0.61% | +10.0% | Added |
| TCI Wealth Advisors, Inc. | 5,048 | $832.7K | 0.11% | +503+11.1% | Added |
| Unigestion Holding SA | 5,112 | $830.2K | 0.05% | −1,537−23.1% | Reduced |
| Leisure Capital Management | 5,030 | $829.7K | 0.48% | 00.0% | Unchanged |
| Private Trust Co NA | 5,015 | $827.2K | 0.11% | +318+6.8% | Added |
| Garde Capital, Inc. | 5,013 | $827.0K | 0.09% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 5,000 | $824.8K | 5.26% | −1,000−16.7% | Reduced |
| Monetta Financial Services Inc | 5,000 | $824.8K | 0.88% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,000 | $824.8K | 0.18% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,989 | $822.9K | 0.04% | +378+8.2% | Added |
| Capital Management Associates | 4,984 | $822.1K | 1.25% | −735−12.9% | Reduced |
| Radnor Capital Management, LLC | 4,985 | $822.0K | 0.22% | +100+2.0% | Added |
| Washington Trust Co | 4,972 | $820.1K | 0.04% | +34+0.7% | Added |
| KB Financial Partners, LLC | 4,974 | $820.0K | 0.24% | −4−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,946 | $815.8K | 0.06% | −3,418−40.9% | Reduced |
| Equitable Holdings, Inc. | 4,941 | $815.0K | 0.01% | +805+19.5% | Added |
| Domani Wealth, LLC | 4,939 | $814.7K | 0.19% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,936 | $814.2K | 0.07% | +453+10.1% | Added |
| Oak Grove Capital LLC | 4,904 | $808.9K | 0.36% | +4,904 | New |
| Westwood Management Corp | 4,900 | $808.0K | 0.10% | −500−9.3% | Reduced |
| Baker Avenue Asset Management, LP | 4,888 | $806.3K | 0.04% | +216+4.6% | Added |
| Koshinski Asset Management, Inc. | 4,885 | $805.9K | 0.08% | +65+1.3% | Added |
| Financial Counselors Inc | 4,879 | $805.0K | 0.02% | −238−4.7% | Reduced |
| NorthRock Partners, LLC | 4,877 | $804.5K | 0.09% | +102+2.1% | Added |
| Blueprint Investment Partners LLC | 4,841 | $798.5K | 0.18% | +2,623+118.3% | Added |
| Delta Financial Group, Inc. | 4,841 | $798.0K | 0.31% | +167+3.6% | Added |
| Pflug Koory, LLC | 4,833 | $797.2K | 0.43% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,822 | $795.4K | 0.19% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,372 | $794.0K | 0.01% | +133+2.5% | Added |
| Tufton Capital Management | 4,735 | $781.0K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,730 | $780.1K | 0.06% | +2,001+73.3% | Added |
| Verus Capital Partners, LLC | 4,727 | $779.7K | 0.12% | +862+22.3% | Added |
| Kistler-Tiffany Companies, LLC | 4,712 | $777.2K | 0.15% | +1,119+31.1% | Added |
| Greystone Financial Group, LLC | 4,707 | $776.4K | 0.20% | +47+1.0% | Added |
| Fred Alger Management, LLC | 4,706 | $776.3K | 0.00% | +106+2.3% | Added |
| Sage Rhino Capital LLC | 4,703 | $775.8K | 0.23% | −296−5.9% | Reduced |
| Graypoint LLC | 4,701 | $775.4K | 0.08% | +495+11.8% | Added |
| BigSur Wealth Management LLC | 4,700 | $775.3K | 0.36% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,679 | $771.7K | 0.44% | +423+9.9% | Added |
| Waterfront Wealth Inc. | 4,672 | $770.7K | 0.25% | −291−5.9% | Reduced |
| Journey Strategic Wealth LLC | 4,649 | $766.9K | 0.08% | +402+9.5% | Added |
| Geneos Wealth Management Inc. | 4,646 | $766.4K | 0.05% | −939−16.8% | Reduced |
| AdvisorNet Financial, Inc | 4,634 | $764.4K | 0.07% | +71+1.6% | Added |
| First Foundation Advisors | 4,603 | $759.3K | 0.03% | +38+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 4,601 | $758.9K | 0.07% | +1,473+47.1% | Added |
| Steel Peak Wealth Management LLC | 4,599 | $758.6K | 0.05% | −147−3.1% | Reduced |
| Sentry LLC | 4,591 | $757.3K | 0.18% | +4,591 | New |
| Profit Investment Management, LLC | 4,572 | $754.2K | 0.50% | −281−5.8% | Reduced |
| Dakota Wealth Management | 4,549 | $750.3K | 0.05% | −3,397−42.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,548 | $750.0K | 0.54% | +184+4.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,540 | $749.0K | 0.29% | +201+4.6% | Added |
| Capital Wealth Planning, LLC | 4,525 | $746.4K | 0.01% | −2,382−34.5% | Reduced |
| Leavell Investment Management, Inc. | 4,521 | $746.0K | 0.05% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,507 | $743.4K | 0.24% | +140+3.2% | Added |
| Ignite Planners, LLC | 4,607 | $742.4K | 0.30% | +91+2.0% | Added |
| Schulhoff & Co Inc | 4,490 | $740.6K | 0.34% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,473 | $737.8K | 0.30% | −30−0.7% | Reduced |
| First Horizon Advisors, Inc. | 4,447 | $733.6K | 0.03% | +952+27.2% | Added |
| Legacy Advisors, LLC | 4,447 | $733.5K | 0.14% | +20+0.5% | Added |
| Advisors Capital Management, LLC | 4,444 | $733.0K | 0.02% | −116−2.5% | Reduced |
| Ervin Investment Management, LLC | 4,505 | $731.7K | 0.64% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 4,427 | $730.2K | 0.39% | +175+4.1% | Added |