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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 1,308 | $215.9K | 0.07% | −146−10.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $215.4K | 0.13% | +1,306 | New |
| Blueshift Asset Management, LLC | 1,306 | $215.4K | 0.09% | +1,306 | New |
| Alpha Family Trust | 1,305 | $215.3K | 0.17% | +1,305 | New |
| Alan B. Lancz & Associates, Inc. | 1,300 | $214.4K | 0.22% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $214.4K | 0.12% | +1,300 | New |
| Tortoise Investment Management, LLC | 1,299 | $214.3K | 0.03% | 00.0% | Unchanged |
| Ballast, Inc. | 1,288 | $212.5K | 0.09% | +1,288 | New |
| CVA Family Office, LLC | 1,287 | $212.3K | 0.05% | −153−10.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,284 | $211.8K | 0.07% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,281 | $211.3K | 0.09% | −204−13.7% | Reduced |
| Port Capital LLC | 1,282 | $211.0K | 0.01% | +1,282 | New |
| Voya Financial Advisors, Inc. | 1,296 | $210.5K | 0.03% | −1,239−48.9% | Reduced |
| Trifecta Capital Advisors, LLC | 1,276 | $210.5K | 0.07% | −1−0.1% | Reduced |
| Monument Capital Management | 1,275 | $210.4K | 0.07% | +1,275 | New |
| Independent Solutions Wealth Management, LLC | 1,273 | $210.0K | 0.06% | −317−19.9% | Reduced |
| Regal Investment Advisors LLC | 1,271 | $209.7K | 0.02% | −87−6.4% | Reduced |
| Middleton & Co Inc | 1,269 | $209.3K | 0.03% | −131−9.4% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $209.3K | 0.08% | +1,269 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,262 | $208.2K | 0.02% | −600−32.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,279 | $207.7K | 0.05% | +1,279 | New |
| Virtue Capital Management, LLC | 1,331 | $207.3K | 0.03% | −324−19.6% | Reduced |
| Gryphon Financial Partners LLC | 1,256 | $207.2K | 0.05% | +1,256 | New |
| Pacific Capital Wealth Advisors, Inc | 1,253 | $206.7K | 0.05% | +1,253 | New |
| Pittenger & Anderson Inc | 1,250 | $206.2K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,250 | $206.2K | 0.01% | +1,250 | New |
| SRS Capital Advisors, Inc. | 1,249 | $206.0K | 0.03% | +29+2.4% | Added |
| Golden State Equity Partners | 1,244 | $205.2K | 0.11% | +1,244 | New |
| Blue Square Asset Management, LLC | 1,240 | $204.5K | 0.13% | +1,240 | New |
| North Star Asset Management Inc | 1,236 | $203.9K | 0.01% | +1,236 | New |
| DFPG Investments, LLC | 1,231 | $203.1K | 0.02% | −131−9.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,230 | $202.9K | 0.07% | +1,230 | New |
| Capital Advisors Inc | 1,228 | $202.6K | 0.01% | +1,228 | New |
| Heartwood Wealth Advisors LLC | 1,222 | $201.6K | 0.03% | +1,222 | New |
| Camden Capital, LLC | 1,218 | $201.0K | 0.03% | +1,218 | New |
| Firestone Capital Management | 1,215 | $200.4K | 0.07% | +1,215 | New |
| Abacus Planning Group, Inc. | 1,214 | $200.2K | 0.05% | +1,214 | New |
| Key Financial Inc | 1,213 | $200.1K | 0.07% | +150+14.1% | Added |
| Godsey & Gibb Associates | 1,207 | $199.1K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,195 | $197.1K | 0.22% | +395+49.4% | Added |
| Atlantic Trust, LLC | 1,194 | $197.0K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,183 | $195.1K | 0.12% | +1,183 | New |
| Magellan Asset Management Ltd | 1,180 | $194.6K | 0.00% | +36+3.1% | Added |
| Sunbelt Securities, Inc. | 1,187 | $192.9K | 0.03% | +1,187 | New |
| Global Financial Private Client, LLC | 1,132 | $185.4K | 0.10% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 1,099 | $181.3K | 0.05% | +616+127.5% | Added |
| Valley National Advisers Inc | 1,115 | $179.0K | 0.03% | +2+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,064 | $175.5K | 0.09% | −5−0.5% | Reduced |
| Independence Bank of Kentucky | 1,040 | $171.5K | 0.07% | −190−15.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,003 | $165.5K | 0.11% | +1,003 | New |
| Close Asset Management Ltd | 1,001 | $165.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 988 | $163.0K | 0.06% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 982 | $162.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 980 | $161.7K | 0.00% | +161+19.7% | Added |
| Bank of New Hampshire | 970 | $160.0K | 0.05% | −105−9.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 969 | $160.0K | 0.00% | +90+10.2% | Added |
| Truvestments Capital LLC | 961 | $158.5K | 0.08% | +1+0.1% | Added |
| SG Americas Securities, LLC | 947 | $156.0K | 0.00% | −77,602−98.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 943 | $155.5K | 0.01% | −6,436−87.2% | Reduced |
| General Partner, Inc. | 936 | $154.4K | 0.14% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 935 | $154.2K | 0.06% | +20+2.2% | Added |
| Concord Wealth Partners | 932 | $153.7K | 0.04% | −158−14.5% | Reduced |
| CNB Bank | 898 | $148.1K | 0.09% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 877 | $144.7K | 0.09% | +667+317.6% | Added |
| Wolff Wiese Magana LLC | 870 | $143.5K | 0.12% | −155−15.1% | Reduced |
| Legacy Bridge, LLC | 865 | $142.7K | 0.10% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 861 | $142.0K | 0.03% | −2,978−77.6% | Reduced |
| Arlington Partners LLC | 856 | $141.2K | 0.02% | −141−14.1% | Reduced |
| Orion Capital Management LLC | 840 | $138.6K | 0.09% | −59−6.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $138.5K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 814 | $134.3K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 800 | $132.0K | 0.04% | −586−42.3% | Reduced |
| 1832 Asset Management L.P. | 795 | $131.1K | 0.00% | −8−1.0% | Reduced |
| Mascoma Wealth Management LLC | 809 | $130.5K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 781 | $128.9K | 0.05% | −28−3.5% | Reduced |
| Kelly Financial Services LLC | 778 | $128.3K | 0.06% | −42−5.1% | Reduced |
| Archer Investment Corp | 750 | $123.7K | 0.05% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 750 | $123.7K | 0.01% | +750 | New |
| First Community Trust NA | 747 | $123.2K | 0.15% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 743 | $122.6K | 0.01% | +23+3.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 721 | $119.0K | 0.08% | +33+4.8% | Added |
| Pathway Financial Advisers, LLC | 715 | $117.9K | 0.05% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 711 | $117.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 704 | $116.1K | 0.02% | +142+25.3% | Added |
| WR Wealth Planners, LLC | 695 | $114.6K | 0.05% | +695 | New |
| Rock Creek Group, LP | 693 | $114.3K | 0.01% | +55+8.6% | Added |
| Zions Bancorporation, N.A. | 689 | $113.7K | 0.01% | +4+0.6% | Added |
| Endurance Wealth Management, Inc. | 688 | $113.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 682 | $112.5K | 0.03% | −35−4.9% | Reduced |
| WealthPLAN Partners, LLC | 681 | $112.3K | 0.01% | +681 | New |
| Farther Finance Advisors, LLC | 680 | $112.2K | 0.03% | +132+24.1% | Added |
| Financial Management Professionals, Inc. | 669 | $110.0K | 0.02% | +51+8.3% | Added |
| Logan Capital Management Inc | 665 | $109.7K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 655 | $108.0K | 0.07% | −123−15.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 653 | $107.7K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 693 | $107.4K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 648 | $106.9K | 0.01% | −120−15.6% | Reduced |
| Core Alternative Capital | 636 | $105.0K | 0.01% | +90+16.5% | Added |
| Versant Capital Management, Inc | 636 | $104.9K | 0.04% | −23−3.5% | Reduced |
| Coastal Capital Group, Inc. | 634 | $104.5K | 0.02% | +227+55.8% | Added |