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 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 1,905 | $314.3K | 0.04% | −124−6.1% | Reduced |
| Barton Investment Management | 1,900 | $313.4K | 0.06% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $313.0K | 0.22% | 00.0% | Unchanged |
| TCWP LLC | 1,897 | $312.9K | 0.06% | −750−28.3% | Reduced |
| Signature Wealth Management Partners, LLC | 1,896 | $312.7K | 0.29% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,885 | $310.9K | 0.02% | −42−2.2% | Reduced |
| West Branch Capital LLC | 1,884 | $310.8K | 0.17% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,878 | $309.8K | 0.16% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,875 | $309.3K | 0.16% | 00.0% | Unchanged |
| Washington Trust Bank | 1,875 | $309.3K | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,872 | $308.9K | 0.04% | +295+18.7% | Added |
| Nottingham Advisors, Inc. | 1,865 | $307.6K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,864 | $307.4K | 0.22% | +6+0.3% | Added |
| First Financial Bank - Trust Division | 1,862 | $307.1K | 0.03% | +120+6.9% | Added |
| Washington Capital Management Inc | 1,862 | $307.1K | 0.27% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,862 | $307.1K | 0.06% | +1,862 | New |
| Legacy Capital Wealth Partners, LLC | 1,860 | $306.8K | 0.08% | +1,860 | New |
| Rebalance, LLC | 1,858 | $306.5K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,856 | $306.1K | 0.05% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,847 | $304.7K | 0.17% | −476−20.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,846 | $304.5K | 0.22% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,844 | $304.0K | 0.13% | +1,844 | New |
| Arista Wealth Management, LLC | 1,836 | $302.9K | 0.17% | +1+0.1% | Added |
| BFT Financial Group, LLC | 1,836 | $302.9K | 0.05% | +1,836 | New |
| Financial Architects, Inc | 1,835 | $302.7K | 0.05% | −64−3.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,831 | $302.0K | 0.01% | −41,139−95.7% | Reduced |
| Eagle Bay Advisors LLC | 1,829 | $301.6K | 0.17% | +168+10.1% | Added |
| Missouri Trust & Investment Co | 1,828 | $301.5K | 0.19% | −432−19.1% | Reduced |
| Smith, Moore & Co. | 1,821 | $300.4K | 0.04% | −30−1.6% | Reduced |
| Fidelity D & D Bancorp Inc | 1,316 | $299.6K | 0.23% | +1,316 | New |
| Northside Capital Management, LLC | 1,805 | $297.7K | 0.08% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,803 | $297.4K | 0.23% | +1,323+275.6% | Added |
| Sentinus, LLC | 1,802 | $297.3K | 0.10% | +1,802 | New |
| Ninety One SA (PTY) Ltd | 1,818 | $295.8K | 0.08% | −26,286−93.5% | Reduced |
| Ruggaard & Associates LLC | 1,784 | $294.2K | 0.18% | +1,784 | New |
| HCR Wealth Advisors | 1,775 | $292.8K | 0.06% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,769 | $291.8K | 0.20% | +100+6.0% | Added |
| Windsor Capital Management, LLC | 1,762 | $290.7K | 0.10% | +1+0.1% | Added |
| LCNB Corp | 1,757 | $289.8K | 0.13% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,756 | $289.7K | 0.07% | +4+0.2% | Added |
| LMCG Investments, LLC | 1,756 | $289.7K | 0.02% | −5−0.3% | Reduced |
| Strategy Asset Managers LLC | 1,753 | $289.2K | 0.07% | −5,084−74.4% | Reduced |
| Skba Capital Management LLC | 1,750 | $288.7K | 0.05% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $288.7K | 0.26% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,744 | $287.7K | 0.03% | +233+15.4% | Added |
| Intercontinental Wealth Advisors, LLC | 1,741 | $287.2K | 0.07% | −289−14.2% | Reduced |
| Olistico Wealth, LLC | 1,740 | $287.0K | 0.28% | +247+16.5% | Added |
| Investors Research Corp | 1,725 | $284.5K | 0.07% | 00.0% | Unchanged |
| Wealthquest Corp | 1,719 | $283.5K | 0.04% | −43−2.4% | Reduced |
| Consolidated Portfolio Review Corp | 1,719 | $283.5K | 0.08% | +1,719 | New |
| XR Securities LLC | 1,716 | $283.1K | 0.40% | +1,716 | New |
| Comerica Securities,inc. | 1,709 | $281.9K | 0.02% | −70−3.9% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $280.4K | 0.01% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,700 | $280.4K | 0.08% | 00.0% | Unchanged |
| Wexford Capital LP | 1,700 | $280.4K | 0.06% | +1,700 | New |
| Sittner & Nelson, LLC | 1,694 | $279.5K | 0.16% | +1+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 1,693 | $279.3K | 0.17% | −43−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,692 | $279.1K | 0.00% | −2,888−63.1% | Reduced |
| Forte Capital LLC | 1,691 | $278.9K | 0.04% | +128+8.2% | Added |
| Patton Albertson Miller Group, LLC | 1,683 | $277.6K | 0.05% | −65−3.7% | Reduced |
| Thompson Davis & Co., Inc. | 1,677 | $276.6K | 0.36% | +1,677 | New |
| Michael B. Yongue | 1,675 | $276.3K | 0.26% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,675 | $276.3K | 0.01% | +1,675 | New |
| Single Point Partners, LLC | 1,670 | $276.0K | 0.06% | +307+22.5% | Added |
| NFP Retirement, Inc. | 1,671 | $275.6K | 0.05% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,670 | $275.5K | 0.06% | −145−8.0% | Reduced |
| Crescent Grove Advisors, LLC | 1,666 | $274.8K | 0.03% | +1,666 | New |
| Riverwater Partners LLC | 1,659 | $273.7K | 0.25% | −287−14.7% | Reduced |
| Hexagon Capital Partners LLC | 1,658 | $273.5K | 0.08% | +156+10.4% | Added |
| Hemington Wealth Management | 1,658 | $273.0K | 0.11% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,654 | $272.8K | 0.24% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,653 | $272.7K | 0.02% | −1−0.1% | Reduced |
| Oak Harvest Investment Services | 1,653 | $272.7K | 0.06% | +1,653 | New |
| Oxbow Advisors, LLC | 1,653 | $272.7K | 0.05% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,646 | $271.5K | 0.07% | −73−4.2% | Reduced |
| Schubert & Co | 1,646 | $271.5K | 0.24% | +9+0.5% | Added |
| City Holding Co | 1,642 | $270.8K | 0.05% | +161+10.9% | Added |
| Rede Wealth, LLC | 1,641 | $270.7K | 0.14% | −58−3.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,640 | $270.5K | 0.04% | −35−2.1% | Reduced |
| Orleans Capital Management Corp | 1,640 | $270.5K | 0.20% | +1,640 | New |
| Proficio Capital Partners LLC | 1,640 | $270.5K | 0.04% | +91+5.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,640 | $270.4K | 0.14% | +46+2.9% | Added |
| Kolinsky Wealth Management, LLC | 1,629 | $269.0K | 0.29% | −70−4.1% | Reduced |
| First Business Financial Services, Inc. | 1,630 | $268.9K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,630 | $268.9K | 0.03% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,627 | $268.4K | 0.07% | −72−4.2% | Reduced |
| Resources Management Corp | 600 | $267.0K | 0.05% | −4,548−88.3% | Reduced |
| DRW Securities, LLC | 1,617 | $267.0K | 0.04% | +1,617 | New |
| Advisory Alpha, LLC | 1,617 | $266.7K | 0.02% | +11+0.7% | Added |
| Sterling Investment Advisors, Ltd. | 1,616 | $266.6K | 0.09% | −143−8.1% | Reduced |
| EPG Wealth Management LLC | 1,612 | $265.8K | 0.08% | +1,612 | New |
| Acorn Wealth Advisors, LLC | 1,610 | $265.6K | 0.20% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $263.9K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $263.9K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $263.9K | 0.16% | 00.0% | Unchanged |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,600 | $263.9K | 0.02% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,593 | $262.8K | 0.10% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,585 | $261.4K | 0.11% | +3+0.2% | Added |
| NewEdge Wealth, LLC | 1,584 | $261.3K | 0.01% | +193+13.9% | Added |
| Brandywine Oak Private Wealth LLC | 1,581 | $260.8K | 0.03% | −95−5.7% | Reduced |