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 |
|---|---|---|---|---|---|
| JLB & Associates Inc | 4,421 | $729.2K | 0.11% | +643+17.0% | Added |
| Alhambra Investment Partners LLC | 4,418 | $728.7K | 0.50% | 00.0% | Unchanged |
| Kula Investments, LLC | 4,414 | $728.1K | 0.18% | +1,391+46.0% | Added |
| IFG Advisors, LLC | 4,407 | $727.0K | 0.29% | +4+0.1% | Added |
| CFO4Life Group, LLC | 4,394 | $724.8K | 0.16% | −32−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 4,379 | $722.6K | 0.03% | −64−1.4% | Reduced |
| Twelve Points Wealth Management LLC | 4,373 | $721.3K | 0.41% | +170+4.0% | Added |
| Lifeworks Advisors, LLC | 4,358 | $718.9K | 0.34% | −156−3.5% | Reduced |
| Atlas Brown,Inc. | 4,353 | $718.1K | 0.33% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,320 | $712.6K | 0.16% | +100+2.4% | Added |
| Bond & Devick Financial Network, Inc. | 4,319 | $712.4K | 0.45% | +200+4.9% | Added |
| Gsa Capital Partners LLP | 4,310 | $711.0K | 0.07% | −2,080−32.6% | Reduced |
| Boston Financial Mangement LLC | 4,310 | $710.9K | 0.03% | −610−12.4% | Reduced |
| Byrne Asset Management LLC | 4,300 | $709.0K | 0.51% | −541−11.2% | Reduced |
| First Western Trust Bank | 4,294 | $708.3K | 0.04% | +104+2.5% | Added |
| Estabrook Capital Management | 4,274 | $705.0K | 0.12% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,270 | $704.3K | 0.59% | −3−0.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,261 | $702.9K | 0.52% | −55−1.3% | Reduced |
| Focus Financial Network, Inc. | 4,254 | $701.6K | 0.04% | +289+7.3% | Added |
| Hilltop Holdings Inc. | 4,233 | $698.2K | 0.09% | −237−5.3% | Reduced |
| Benin Management CORP | 4,232 | $698.1K | 0.26% | +100+2.4% | Added |
| Vista Wealth Management Group, LLC | 4,229 | $697.6K | 0.08% | +5+0.1% | Added |
| Heritage Wealth Advisors | 4,209 | $694.2K | 0.04% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,206 | $693.8K | 0.20% | −107−2.5% | Reduced |
| SeaCrest Wealth Management, LLC | 4,192 | $691.4K | 0.09% | +253+6.4% | Added |
| Evanson Asset Management, LLC | 4,191 | $691.3K | 0.07% | +10.0% | Added |
| WBH Advisory Inc | 4,163 | $686.6K | 0.09% | +4,163 | New |
| Evermay Wealth Management LLC | 4,159 | $686.0K | 0.14% | +6+0.1% | Added |
| Point72 Asset Management, L.P. | 4,155 | $685.4K | 0.00% | −90,161−95.6% | Reduced |
| Interchange Capital Partners, LLC | 4,155 | $685.1K | 0.37% | +4,155 | New |
| Meridian Wealth Management, LLC | 4,135 | $682.1K | 0.06% | −43−1.0% | Reduced |
| Baldwin Investment Management, LLC | 4,110 | $677.9K | 0.12% | +80+2.0% | Added |
| Summit Financial Group Inc | 4,110 | $677.9K | 0.27% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 4,100 | $676.3K | 0.54% | +249+6.5% | Added |
| Linden Thomas Advisory Services, LLC | 4,092 | $675.0K | 0.17% | +4,092 | New |
| Pearl River Capital, LLC | 4,082 | $673.3K | 0.11% | +332+8.9% | Added |
| Foundations Investment Advisors, LLC | 4,057 | $669.2K | 0.02% | −937−18.8% | Reduced |
| Spire Wealth Management | 4,053 | $668.5K | 0.03% | +1,605+65.6% | Added |
| Hall Capital Management Co Inc | 4,008 | $661.1K | 0.39% | +199+5.2% | Added |
| Engineers Gate Manager LP | 3,996 | $659.1K | 0.03% | −4,573−53.4% | Reduced |
| Centerpoint Advisors, LLC | 3,993 | $659.0K | 0.29% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,984 | $657.2K | 0.03% | −18−0.4% | Reduced |
| Oakworth Capital, Inc. | 3,966 | $654.2K | 0.06% | +14+0.4% | Added |
| Wesbanco Bank Inc | 3,939 | $650.0K | 0.03% | −8−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 3,927 | $647.0K | 0.10% | +10.0% | Added |
| Old National Bancorp | 3,918 | $646.3K | 0.02% | −135−3.3% | Reduced |
| Insigneo Advisory Services, LLC | 3,916 | $645.9K | 0.21% | +48+1.2% | Added |
| PFG Advisors | 3,906 | $644.3K | 0.05% | −644−14.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,899 | $643.3K | 0.20% | +136+3.6% | Added |
| Delta Investment Management, LLC | 3,895 | $642.5K | 0.18% | −67−1.7% | Reduced |
| OneAscent Financial Services LLC | 3,895 | $642.0K | 0.26% | +370+10.5% | Added |
| Paloma Partners Management Co | 3,880 | $640.0K | 0.14% | +3,880 | New |
| GFG Capital, LLC | 4,323 | $638.7K | 0.14% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 3,865 | $637.5K | 0.13% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,856 | $636.0K | 0.14% | +60+1.6% | Added |
| American National Bank | 3,854 | $635.7K | 0.12% | +1,067+38.3% | Added |
| MTM Investment Management, LLC | 3,822 | $630.4K | 0.32% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 43,563 | $627.1K | 0.09% | +37,034+567.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,767 | $621.4K | 0.06% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,767 | $621.4K | 0.18% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,765 | $621.0K | 0.37% | +2,056+120.3% | Added |
| MCF Advisors LLC | 3,725 | $614.4K | 0.06% | −68−1.8% | Reduced |
| Birinyi Associates Inc | 3,715 | $613.0K | 0.25% | −7,035−65.4% | Reduced |
| Grove Bank & Trust | 3,699 | $610.1K | 0.13% | +97+2.7% | Added |
| Gitterman Wealth Management, LLC | 3,670 | $605.4K | 0.29% | 00.0% | Unchanged |
| Aries Wealth Management | 3,664 | $604.4K | 0.25% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 3,662 | $604.0K | 0.14% | 00.0% | Unchanged |
| Platform Technology Partners | 3,661 | $603.8K | 0.30% | +10.0% | Added |
| LGL Partners, LLC | 3,644 | $601.1K | 0.10% | +10.0% | Added |
| Ellevest, Inc. | 3,634 | $599.4K | 0.05% | +574+18.8% | Added |
| Hills Bank & Trust Co | 3,630 | $598.8K | 0.08% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,627 | $598.2K | 0.69% | +146+4.2% | Added |
| Resolute Wealth Strategies, LLC | 3,616 | $596.6K | 0.51% | +3,616 | New |
| Saybrook Capital | 3,600 | $594.0K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,579 | $590.4K | 0.08% | −84−2.3% | Reduced |
| Empowered Funds, LLC | 3,569 | $588.7K | 0.03% | −5,434−60.4% | Reduced |
| First City Capital Management, Inc. | 3,648 | $588.6K | 0.34% | −30−0.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,566 | $588.1K | 0.16% | −100−2.7% | Reduced |
| Richwood Investment Advisors, LLC | 3,562 | $587.6K | 0.59% | −10.0% | Reduced |
| Somerville Kurt F | 3,550 | $585.6K | 0.11% | −275−7.2% | Reduced |
| Colonial Trust Advisors | 3,542 | $584.3K | 0.07% | −9,105−72.0% | Reduced |
| Archford Capital Strategies, LLC | 3,627 | $584.2K | 0.12% | +92+2.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,541 | $584.0K | 0.12% | +311+9.6% | Added |
| Aspire Private Capital, LLC | 3,535 | $583.1K | 0.19% | −437−11.0% | Reduced |
| Sun Life Financial INC | 3,540 | $582.3K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 3,527 | $582.0K | 0.59% | −13−0.4% | Reduced |
| Sigma Investment Counselors Inc | 3,527 | $581.8K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,527 | $581.7K | 0.02% | −842−19.3% | Reduced |
| Cornerstone Wealth Management, LLC | 3,522 | $581.0K | 0.06% | +3,522 | New |
| Agate Pass Investment Management, LLC | 3,515 | $579.8K | 0.38% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,512 | $579.2K | 0.05% | −150−4.1% | Reduced |
| Private Ocean, LLC | 3,491 | $575.8K | 0.08% | +205+6.2% | Added |
| Magnus Financial Group LLC | 3,484 | $574.7K | 0.09% | +377+12.1% | Added |
| Breakwater Capital Group | 3,450 | $569.1K | 0.24% | +59+1.7% | Added |
| Defined Wealth Management, LLC | 3,444 | $568.1K | 0.53% | 00.0% | Unchanged |
| Summit X, LLC | 3,438 | $567.2K | 0.15% | −111−3.1% | Reduced |
| Summit Global Investments | 3,407 | $562.0K | 0.04% | +233+7.3% | Added |
| Spouting Rock Asset Management, LLC | 3,407 | $562.0K | 0.20% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,404 | $561.5K | 0.13% | +618+22.2% | Added |
| Arrow Financial Corp | 3,400 | $560.8K | 0.07% | −20−0.6% | Reduced |