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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 3,400 | $560.8K | 0.03% | −32−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,382 | $557.9K | 0.02% | +131+4.0% | Added |
| Eisler Capital (US) LLC | 3,364 | $554.9K | 0.28% | +3,364 | New |
| Philadelphia Trust Co | 3,357 | $554.0K | 0.06% | −250−6.9% | Reduced |
| Landscape Capital Management, L.L.C. | 3,357 | $553.7K | 0.08% | −1,350−28.7% | Reduced |
| CoreFirst Bank & Trust | 3,353 | $553.1K | 0.40% | −80−2.3% | Reduced |
| Purus Wealth Management, LLC | 3,338 | $550.7K | 0.43% | −66−1.9% | Reduced |
| Oak Thistle LLC | 3,334 | $549.9K | 0.32% | +3,334 | New |
| Advisor Resource Council | 3,390 | $548.6K | 0.14% | +305+9.9% | Added |
| Meridian Wealth Advisors, LLC | 3,324 | $548.3K | 0.14% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,302 | $544.7K | 0.14% | −4−0.1% | Reduced |
| Cable Hill Partners, LLC | 3,296 | $543.7K | 0.09% | +61+1.9% | Added |
| Doliver Advisors, LP | 3,295 | $543.5K | 0.17% | +135+4.3% | Added |
| Hoylecohen, LLC | 3,279 | $540.9K | 0.05% | +41+1.3% | Added |
| Congress Wealth Management LLC | 3,275 | $540.3K | 0.01% | −458−12.3% | Reduced |
| SignalPoint Asset Management, LLC | 3,259 | $538.0K | 0.18% | −19−0.6% | Reduced |
| Partners Group Holding AG | 3,249 | $535.9K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,238 | $534.2K | 0.01% | +3,238 | New |
| Old Mission Investment Co LLC | 3,232 | $533.2K | 0.21% | +4+0.1% | Added |
| RMB Capital Management, LLC | 3,232 | $533.1K | 0.02% | −100−3.0% | Reduced |
| Cary Street Partners Asset Management LLC | 3,231 | $533.0K | 0.10% | −325−9.1% | Reduced |
| Matrix Asset Advisors Inc | 3,228 | $532.5K | 0.08% | +450+16.2% | Added |
| Fort Pitt Capital Group, LLC | 3,227 | $532.3K | 0.02% | −300−8.5% | Reduced |
| Tompkins Financial Corp | 3,216 | $530.5K | 0.09% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 3,202 | $528.2K | 0.02% | −800−20.0% | Reduced |
| Herold Advisors, Inc. | 3,201 | $528.0K | 0.18% | +100+3.2% | Added |
| Altfest L J & Co Inc | 3,199 | $528.0K | 0.08% | +219+7.3% | Added |
| BSW Wealth Partners | 3,201 | $527.9K | 0.11% | −49−1.5% | Reduced |
| Factorial Partners, LLC | 3,200 | $527.8K | 0.40% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,194 | $526.9K | 0.03% | +1,211+61.1% | Added |
| Y.D. More Investments Ltd | 3,194 | $526.6K | 0.13% | −967−23.2% | Reduced |
| Beacon Investment Advisors LLC | 3,190 | $526.1K | 0.38% | +10.0% | Added |
| Ridgewood Investments LLC | 3,174 | $523.6K | 0.32% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,243 | $523.0K | 0.02% | −74−2.2% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 3,170 | $522.9K | 0.18% | +3,170 | New |
| Aspen Investment Management Inc | 3,158 | $521.0K | 0.33% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,139 | $517.8K | 0.06% | +110+3.6% | Added |
| CWA Asset Management Group, LLC | 3,133 | $516.8K | 0.04% | +1,533+95.8% | Added |
| Clean Yield Group | 3,132 | $516.6K | 0.22% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,129 | $516.1K | 0.25% | +81+2.7% | Added |
| Procyon Private Wealth Partners, LLC | 3,127 | $515.8K | 0.09% | +938+42.9% | Added |
| Hamilton Capital, LLC | 3,119 | $514.5K | 0.03% | −120−3.7% | Reduced |
| Acima Private Wealth, LLC | 3,113 | $513.5K | 0.25% | +56+1.8% | Added |
| Burney Co | 3,095 | $510.5K | 0.03% | −100−3.1% | Reduced |
| Arkadios Wealth Advisors | 3,094 | $510.3K | 0.06% | −326−9.5% | Reduced |
| Westmount Partners, LLC | 3,093 | $510.1K | 0.24% | +6+0.2% | Added |
| Zhang Financial LLC | 3,090 | $509.7K | 0.06% | +556+21.9% | Added |
| Aft, Forsyth & Company, Inc. | 3,086 | $509.0K | 0.39% | +15+0.5% | Added |
| Plancorp, LLC | 3,079 | $507.9K | 0.03% | +193+6.7% | Added |
| Sompo Asset Management Co., Ltd. | 3,070 | $506.4K | 0.11% | +110+3.7% | Added |
| Aspen Wealth Strategies, LLC | 3,068 | $506.1K | 0.39% | −30−1.0% | Reduced |
| Financial Management Network Inc | 3,110 | $505.5K | 0.20% | −114−3.5% | Reduced |
| Sentry Investment Management LLC | 3,062 | $505.0K | 0.21% | −2,434−44.3% | Reduced |
| Shufro Rose & Co LLC | 3,061 | $504.9K | 0.05% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,052 | $503.4K | 0.21% | +7+0.2% | Added |
| Outlook Wealth Advisors, LLC | 3,051 | $503.3K | 0.22% | −18−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,123 | $501.5K | 0.03% | +778+33.2% | Added |
| ERn Financial, LLC | 3,035 | $500.6K | 0.11% | +60+2.0% | Added |
| Scissortail Wealth Management, LLC | 3,034 | $500.5K | 0.45% | +3,034 | New |
| Tanager Wealth Management LLP | 3,030 | $499.8K | 0.12% | −266−8.1% | Reduced |
| Accredited Investors Inc. | 3,021 | $498.3K | 0.04% | +5+0.2% | Added |
| Acropolis Investment Management, LLC | 3,007 | $496.0K | 0.04% | −48−1.6% | Reduced |
| Guardian Wealth Advisors, LLC | 3,004 | $495.5K | 0.09% | +659+28.1% | Added |
| Centennial Bank | 3,000 | $494.9K | 0.32% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $494.9K | 0.27% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $494.8K | 0.01% | −1,500−33.3% | Reduced |
| VeraBank, N.A. | 2,964 | $488.9K | 0.23% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,957 | $487.8K | 0.02% | −3−0.1% | Reduced |
| Jackson Wealth Management, LLC | 2,954 | $487.3K | 0.37% | +1,235+71.8% | Added |
| Bristol John W & Co Inc | 2,939 | $484.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,910 | $480.0K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,904 | $478.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,895 | $477.5K | 0.13% | −100−3.3% | Reduced |
| Twin Lakes Capital Management, LLC | 2,889 | $476.5K | 0.36% | +4+0.1% | Added |
| Bath Savings Trust Co | 2,873 | $473.9K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,869 | $473.2K | 0.05% | −376−11.6% | Reduced |
| McIlrath & Eck, LLC | 2,862 | $472.1K | 0.11% | +10+0.4% | Added |
| Solitude Financial Services | 2,860 | $471.8K | 0.30% | +300+11.7% | Added |
| Laidlaw Wealth Management LLC | 2,835 | $467.6K | 0.10% | +110+4.0% | Added |
| MayTech Global Investments, LLC | 2,832 | $467.1K | 0.13% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,826 | $466.1K | 0.22% | +247+9.6% | Added |
| Mezzasalma Advisors, LLC | 2,826 | $466.1K | 0.33% | −39−1.4% | Reduced |
| Midwest Financial Group LLC | 2,823 | $466.0K | 0.43% | +2,823 | New |
| WMS Partners, LLC | 2,820 | $465.2K | 0.04% | −73−2.5% | Reduced |
| Athena Investment Management | 2,815 | $464.3K | 0.33% | −103−3.5% | Reduced |
| Nilsine Partners, LLC | 2,815 | $464.3K | 0.07% | +2,815 | New |
| Asset Management Corp | 2,812 | $463.8K | 0.36% | +2+0.1% | Added |
| Geller Advisors LLC | 2,811 | $463.7K | 0.07% | +534+23.5% | Added |
| Lokken Investment Group LLC | 2,808 | $463.2K | 0.35% | +2,808 | New |
| Indiana Trust & Investment Management CO | 2,807 | $463.0K | 0.25% | −75−2.6% | Reduced |
| Marcum Wealth, LLC | 2,805 | $462.7K | 0.06% | +46+1.7% | Added |
| Abbrea Capital, LLC | 2,802 | $462.0K | 0.08% | −32−1.1% | Reduced |
| Tradition Wealth Management, LLC | 2,798 | $462.0K | 0.06% | +109+4.1% | Added |
| Marietta Investment Partners LLC | 2,800 | $461.9K | 0.13% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,800 | $461.9K | 0.05% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $461.9K | 0.46% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,785 | $459.0K | 0.06% | +25+0.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,770 | $456.9K | 0.47% | +2,770 | New |
| Texas Yale Capital Corp. | 2,742 | $452.3K | 0.02% | +52+1.9% | Added |
| EverSource Wealth Advisors, LLC | 2,741 | $452.1K | 0.06% | +390+16.6% | Added |