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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 2,268 | $374.0K | 0.11% | +10.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,268 | $374.0K | 0.03% | +25+1.1% | Added |
| All Terrain Financial Advisors, LLC | 2,259 | $372.6K | 0.18% | 00.0% | Unchanged |
| Essex Savings Bank | 2,251 | $371.3K | 0.13% | −13−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 2,250 | $371.1K | 0.00% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,249 | $371.0K | 0.07% | −26−1.1% | Reduced |
| Oak Asset Management, LLC | 2,246 | $370.5K | 0.16% | 00.0% | Unchanged |
| G&S Capital LLC | 2,243 | $369.9K | 0.16% | −357−13.7% | Reduced |
| Quantum Private Wealth, LLC | 2,240 | $369.5K | 0.20% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,267 | $368.5K | 0.16% | +303+15.4% | Added |
| Laurion Capital Management LP | 2,234 | $368.5K | 0.02% | +2,234 | New |
| Mystic Asset Management, Inc. | 2,230 | $367.8K | 0.20% | −160−6.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,223 | $367.0K | 0.46% | −235−9.6% | Reduced |
| Callan Family Office, LLC | 2,221 | $366.4K | 0.09% | +433+24.2% | Added |
| Waters Parkerson & Co., LLC | 2,213 | $365.0K | 0.02% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,212 | $364.9K | 0.13% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,209 | $364.4K | 0.03% | −291−11.6% | Reduced |
| My Legacy Advisors, LLC | 2,261 | $364.3K | 0.16% | +83+3.8% | Added |
| Pettyjohn, Wood & White, Inc | 2,203 | $363.4K | 0.09% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $363.0K | 0.03% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 2,200 | $362.9K | 0.32% | +2,200 | New |
| Founders Financial Securities LLC | 2,197 | $362.4K | 0.05% | +2,197 | New |
| Hazlett, Burt & Watson, Inc. | 2,196 | $362.0K | 0.30% | +234+11.9% | Added |
| Tiemann Investment Advisors, LLC | 2,191 | $361.4K | 0.20% | +87+4.1% | Added |
| Contravisory Investment Management, Inc. | 2,187 | $360.7K | 0.10% | −95−4.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,181 | $359.8K | 0.02% | +210+10.7% | Added |
| Merriman Wealth Management, LLC | 2,180 | $359.6K | 0.02% | +2,180 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,172 | $358.3K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,170 | $357.9K | 0.06% | −9−0.4% | Reduced |
| Provence Wealth Management Group | 2,162 | $356.6K | 0.24% | +460+27.0% | Added |
| Yarbrough Capital, LLC | 2,161 | $356.5K | 0.03% | +29+1.4% | Added |
| Fairbanks Capital Management, Inc. | 2,156 | $355.6K | 0.28% | +300+16.2% | Added |
| Greylin Investment Mangement Inc | 2,150 | $354.6K | 0.06% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,146 | $354.1K | 0.41% | −148−6.5% | Reduced |
| Silverlake Wealth Management LLC | 2,142 | $353.4K | 0.21% | −115−5.1% | Reduced |
| StrategIQ Financial Group, LLC | 2,140 | $353.0K | 0.04% | +29+1.4% | Added |
| Donaldson Capital Management, LLC | 2,139 | $352.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,139 | $352.8K | 0.06% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,137 | $352.5K | 0.17% | +105+5.2% | Added |
| Fidelis Capital Partners, LLC | 2,307 | $352.2K | 0.15% | +2,307 | New |
| Avidian Wealth Solutions, LLC | 2,129 | $351.2K | 0.02% | +37+1.8% | Added |
| Everhart Financial Group, Inc. | 2,117 | $349.2K | 0.16% | +523+32.8% | Added |
| Avantax Planning Partners, Inc. | 2,112 | $348.4K | 0.01% | −56−2.6% | Reduced |
| Aberdeen Wealth Management LLC | 2,111 | $348.2K | 0.26% | −110−5.0% | Reduced |
| HC Advisors, LLC | 2,110 | $348.2K | 0.22% | +10.0% | Added |
| Navellier & Associates Inc | 2,100 | $346.4K | 0.07% | −100−4.5% | Reduced |
| Legal Advantage Investments, Inc. | 2,100 | $346.4K | 0.25% | +2,100 | New |
| Physicians Financial Services, Inc. | 2,070 | $341.0K | 0.14% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,070 | $341.0K | 0.10% | +498+31.7% | Added |
| OneAscent Wealth Management LLC | 2,065 | $341.0K | 0.13% | +573+38.4% | Added |
| Whitener Capital Management, Inc. | 2,060 | $339.8K | 0.14% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,053 | $338.7K | 0.25% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,052 | $338.5K | 0.06% | +94+4.8% | Added |
| Mechanics Financial Corp | 2,050 | $338.1K | 0.20% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $338.1K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,049 | $338.0K | 0.11% | +386+23.2% | Added |
| Richard W. Paul & Associates, LLC | 2,045 | $337.3K | 0.16% | −139−6.4% | Reduced |
| First Personal Financial Services | 2,044 | $337.2K | 0.09% | −150−6.8% | Reduced |
| Dearborn Partners LLC | 2,044 | $337.2K | 0.01% | +81+4.1% | Added |
| Columbia Trust Co 01012016 | 2,042 | $336.8K | 0.19% | −48−2.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,039 | $336.5K | 0.09% | +471+30.0% | Added |
| Keudell/Morrison Wealth Management | 2,039 | $336.3K | 0.10% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,038 | $336.1K | 0.05% | −26−1.3% | Reduced |
| Advisors Management Group Inc | 2,038 | $336.0K | 0.11% | −10−0.5% | Reduced |
| Phoenix Wealth Advisors | 2,036 | $335.8K | 0.21% | −969−32.2% | Reduced |
| Stonebridge Capital Advisors LLC | 2,035 | $335.7K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,035 | $335.7K | 0.08% | +126+6.6% | Added |
| Central Bank & Trust Co | 2,032 | $335.2K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,023 | $333.7K | 0.07% | +247+13.9% | Added |
| Cypress Capital Group | 2,010 | $331.6K | 0.05% | 00.0% | Unchanged |
| Thomasville National Bank | 2,009 | $331.4K | 0.03% | −35−1.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,004 | $330.6K | 0.03% | −137−6.4% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $330.0K | 0.31% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,000 | $329.9K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $329.9K | 0.08% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $329.9K | 0.38% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $329.9K | 0.03% | +2,000 | New |
| Glassman Wealth Services | 1,994 | $328.9K | 0.06% | −183−8.4% | Reduced |
| Chapin Davis, Inc. | 1,986 | $327.6K | 0.17% | −131−6.2% | Reduced |
| Balboa Wealth Partners | 1,986 | $327.5K | 0.12% | +555+38.8% | Added |
| RMR Wealth Builders | 1,975 | $325.8K | 0.06% | −48−2.4% | Reduced |
| Fagan Associates, Inc. | 1,975 | $325.8K | 0.08% | +275+16.2% | Added |
| Solidarilty Wealth, LLC | 1,975 | $325.8K | 0.15% | +1,975 | New |
| Harbor Investment Advisory, LLC | 1,969 | $324.7K | 0.05% | −126−6.0% | Reduced |
| First National Bank | 1,963 | $323.8K | 0.28% | −15−0.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,942 | $320.3K | 0.09% | +408+26.6% | Added |
| Allen Investment Management LLC | 1,941 | $320.2K | 0.01% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,940 | $320.0K | 0.08% | 00.0% | Unchanged |
| Davis R M Inc | 1,934 | $319.0K | 0.01% | +258+15.4% | Added |
| Independent Family Office, LLC | 1,932 | $318.7K | 0.18% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,930 | $318.5K | 0.03% | −85−4.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,927 | $317.9K | 0.59% | +1,927 | New |
| Allred Capital Management, LLC | 1,925 | $317.6K | 0.17% | −95−4.7% | Reduced |
| Lindbrook Capital, LLC | 1,925 | $317.5K | 0.04% | +282+17.2% | Added |
| FinTrust Capital Advisors, LLC | 2,147 | $317.1K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,918 | $316.4K | 0.05% | +1,918 | New |
| Aua Capital Management, LLC | 1,915 | $315.9K | 0.21% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,911 | $315.2K | 0.10% | +210+12.3% | Added |
| Tillman Hartley LLC | 1,908 | $314.7K | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,906 | $314.4K | 0.02% | −144−7.0% | Reduced |