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
- 2,055
- +89 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
- 188
- 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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 1,579 | $260.5K | 0.03% | −13−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $259.1K | 0.03% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,571 | $259.1K | 0.03% | −1,200−43.3% | Reduced |
| Rockbridge Investment Management, LCC | 1,567 | $258.5K | 0.05% | −57−3.5% | Reduced |
| Legacy Financial Strategies, LLC | 1,566 | $258.3K | 0.10% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,562 | $257.7K | 0.03% | +1,562 | New |
| Northwest Wealth Management, LLC | 1,560 | $257.3K | 0.10% | +60+4.0% | Added |
| Foster & Motley Inc | 1,557 | $257.0K | 0.02% | +9+0.6% | Added |
| Old Second National Bank of Aurora | 1,555 | $256.5K | 0.07% | +1,555 | New |
| Windsor Group LTD | 1,590 | $256.0K | 0.05% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,556 | $256.0K | 0.03% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,550 | $255.7K | 0.07% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,549 | $255.6K | 0.09% | −31−2.0% | Reduced |
| MONECO Advisors, LLC | 1,544 | $254.7K | 0.07% | +1,544 | New |
| Drive Wealth Management, LLC | 1,543 | $254.5K | 0.11% | +111+7.8% | Added |
| Moody Lynn & Lieberson, LLC | 1,540 | $254.0K | 0.02% | −460−23.0% | Reduced |
| Armstrong Shaw Associates Inc | 1,534 | $253.0K | 0.25% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,533 | $252.9K | 0.16% | +1,533 | New |
| Regent Peak Wealth Advisors LLC | 1,531 | $252.5K | 0.08% | −10,237−87.0% | Reduced |
| KFA Private Wealth Group, LLC | 1,527 | $251.9K | 0.11% | +1,527 | New |
| Enterprise Financial Services Corp | 1,526 | $251.7K | 0.16% | −7−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,525 | $251.5K | 0.05% | +96+6.7% | Added |
| Lafayette Investments, Inc. | 1,524 | $251.4K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,523 | $251.2K | 0.04% | +15+1.0% | Added |
| Annex Advisory Services, LLC | 1,518 | $250.4K | 0.01% | −21−1.4% | Reduced |
| Advisor OS, LLC | 1,513 | $249.6K | 0.06% | −250−14.2% | Reduced |
| Monticello Wealth Management, LLC | 1,686 | $249.4K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,674 | $249.1K | 0.08% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,509 | $248.9K | 0.05% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 1,509 | $248.9K | 0.18% | +1+0.1% | Added |
| United Bank | 1,505 | $248.3K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,503 | $247.9K | 0.16% | +34+2.3% | Added |
| Reliant Investment Management, LLC | 1,500 | $247.4K | 0.16% | −56−3.6% | Reduced |
| KC Investment Advisors, LLC | 1,496 | $247.0K | 0.23% | −285−16.0% | Reduced |
| Benjamin Edwards Inc | 1,497 | $247.0K | 0.06% | −278−15.7% | Reduced |
| Professional Advisory Services Inc | 1,500 | $247.0K | 0.04% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,500 | $247.0K | 0.09% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,525 | $245.7K | 0.08% | +660+76.3% | Added |
| Amplius Wealth Advisors, LLC | 1,488 | $245.4K | 0.04% | +35+2.4% | Added |
| Great Diamond Partners, LLC | 1,487 | $245.3K | 0.07% | −68−4.4% | Reduced |
| Delta Asset Management LLC | 1,486 | $245.1K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,478 | $243.7K | 0.05% | +1,478 | New |
| Mayfair Advisory Group, LLC | 1,483 | $242.1K | 0.26% | 00.0% | Unchanged |
| CIC Wealth, LLC | 1,466 | $241.8K | 0.09% | −46−3.0% | Reduced |
| Peterson Wealth Services | 1,466 | $241.7K | 0.12% | +2+0.1% | Added |
| Terra Nova Asset Management LLC | 1,465 | $241.7K | 0.24% | −447−23.4% | Reduced |
| JNBA Financial Advisors | 1,465 | $241.7K | 0.03% | −170−10.4% | Reduced |
| Bahl & Gaynor Inc | 1,464 | $241.5K | 0.00% | −32−2.1% | Reduced |
| Hantz Financial Services, Inc. | 1,458 | $241.0K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,460 | $240.8K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 1,458 | $240.5K | 0.19% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,455 | $240.0K | 0.04% | +1,455 | New |
| Cozad Asset Management Inc | 1,450 | $239.2K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,449 | $239.0K | 0.10% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,449 | $239.0K | 0.11% | +20+1.4% | Added |
| Motco | 1,445 | $238.4K | 0.02% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $237.9K | 0.10% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,438 | $237.2K | 0.12% | +201+16.2% | Added |
| Intrust Bank NA | 1,435 | $236.7K | 0.03% | −31−2.1% | Reduced |
| Thrive Wealth Management, LLC | 1,434 | $236.5K | 0.06% | −27−1.8% | Reduced |
| Centric Wealth Management | 1,432 | $236.2K | 0.10% | +12+0.8% | Added |
| Roberts Wealth Advisors, LLC | 1,450 | $235.7K | 0.11% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,425 | $235.1K | 0.01% | +1,425 | New |
| Connecticut Wealth Management, LLC | 1,419 | $234.1K | 0.02% | +1,419 | New |
| Eagle Asset Management Inc | 1,422 | $234.0K | 0.00% | +1,422 | New |
| Eagle Harbor Asset Management Inc | 1,415 | $233.4K | 0.32% | 00.0% | Unchanged |
| Family Asset Management, LLC | 1,402 | $231.3K | 0.17% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,401 | $231.1K | 0.10% | −300−17.6% | Reduced |
| Keel Point, LLC | 1,399 | $230.7K | 0.03% | +19+1.4% | Added |
| Tanglewood Legacy Advisors, LLC | 1,397 | $230.4K | 0.15% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 1,387 | $228.8K | 0.05% | +1,387 | New |
| Capital Asset Advisory Services LLC | 1,382 | $228.0K | 0.02% | −189−12.0% | Reduced |
| Convergence Investment Partners, LLC | 1,379 | $228.0K | 0.13% | −14−1.0% | Reduced |
| Strait & Sound Wealth Management LLC | 1,382 | $228.0K | 0.23% | +64+4.9% | Added |
| Sonora Investment Management Group, LLC | 1,382 | $227.9K | 0.02% | +1,382 | New |
| Providence Capital Advisors, LLC | 1,377 | $227.1K | 0.06% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,376 | $227.0K | 0.03% | −400−22.5% | Reduced |
| Soltis Investment Advisors LLC | 1,375 | $226.8K | 0.03% | +1,375 | New |
| Wedge Capital Management L L P | 1,373 | $226.5K | 0.00% | +1,373 | New |
| Catalyst Financial Partners LLC | 1,372 | $226.3K | 0.10% | +1,372 | New |
| Stratos Wealth Advisors, LLC | 1,371 | $226.2K | 0.02% | +1,371 | New |
| Legacy Private Trust Co. | 1,365 | $225.2K | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $225.0K | 0.14% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,358 | $224.0K | 0.07% | −22−1.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $224.0K | 0.12% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,352 | $223.0K | 0.03% | +1,352 | New |
| Burns J W & Co Inc | 1,353 | $223.0K | 0.04% | +1,353 | New |
| E&G Advisors, LP | 1,350 | $222.7K | 0.08% | −950−41.3% | Reduced |
| U S Global Investors Inc | 1,350 | $222.7K | 0.01% | +1,350 | New |
| City State Bank | 1,347 | $222.0K | 0.13% | −73−5.1% | Reduced |
| Kapstone Financial Advisors LLC | 1,359 | $220.6K | 0.20% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,335 | $220.0K | 0.05% | +1,335 | New |
| Meeder Asset Management Inc | 1,333 | $219.9K | 0.02% | +1,333 | New |
| Heartland Bank & Trust Co | 1,332 | $219.7K | 0.17% | +1,332 | New |
| Cascade Investment Group, Inc. | 1,320 | $217.7K | 0.21% | +1,320 | New |
| Wealth Management Partners, LLC | 1,318 | $217.4K | 0.15% | +1,318 | New |
| HHM Wealth Advisors, LLC | 1,316 | $217.1K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 1,316 | $217.1K | 0.05% | −200−13.2% | Reduced |
| Summit Asset Management, LLC | 1,315 | $216.9K | 0.06% | +1,315 | New |
| JFS Wealth Advisors, LLC | 1,312 | $216.4K | 0.02% | +13+1.0% | Added |