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 |
|---|---|---|---|---|---|
| Savior LLC | 624 | $102.9K | 0.08% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 619 | $102.1K | 0.07% | +619 | New |
| First Financial Corp | 607 | $100.1K | 0.06% | −315−34.2% | Reduced |
| Raffa Wealth Management, LLC | 605 | $99.8K | 0.04% | +14+2.4% | Added |
| Capula Management Ltd | 602 | $99.3K | 0.01% | +602 | New |
| Milestone Investment Advisors LLC | 600 | $99.0K | 0.03% | +600 | New |
| TFC Financial Management | 599 | $98.8K | 0.03% | +8+1.4% | Added |
| Fortis Advisors, LLC | 588 | $97.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 584 | $96.5K | 0.01% | +70+13.6% | Added |
| Strategic Investment Solutions, Inc. | 576 | $95.0K | 0.02% | +576 | New |
| American State Bank (Iowa) | 570 | $94.0K | 0.07% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $92.4K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 618 | $91.0K | 0.02% | −69−10.0% | Reduced |
| Cape Investment Advisory, Inc. | 550 | $90.8K | 0.06% | +550 | New |
| Farmers & Merchants Investments Inc | 548 | $90.4K | 0.00% | −3,209−85.4% | Reduced |
| West Paces Advisors Inc. | 542 | $89.4K | 0.03% | +150+38.3% | Added |
| Core Wealth Advisors, Inc. | 541 | $89.2K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 533 | $87.9K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 530 | $87.0K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 516 | $85.0K | 0.01% | +16+3.2% | Added |
| New Millennium Group LLC | 506 | $83.5K | 0.08% | 00.0% | Unchanged |
| New Hampshire Trust | 500 | $82.5K | 0.02% | −175−25.9% | Reduced |
| Sageworth Trust Co | 500 | $82.5K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 480 | $79.2K | 0.01% | −84−14.9% | Reduced |
| JCIC Asset Management Inc. | 470 | $77.5K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 468 | $77.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 515 | $76.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 460 | $75.9K | 0.05% | +460 | New |
| Horan Securities, Inc. | 457 | $75.4K | 0.04% | −5−1.1% | Reduced |
| Bogart Wealth, LLC | 455 | $75.1K | 0.01% | +182+66.7% | Added |
| RFP Financial Group LLC | 452 | $74.6K | 0.09% | −3,931−89.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 451 | $74.4K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 450 | $74.2K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $74.2K | 0.03% | +450 | New |
| Bay Harbor Wealth Management, LLC | 445 | $73.4K | 0.03% | −49−9.9% | Reduced |
| Financial Freedom, LLC | 440 | $72.6K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 437 | $72.0K | 0.01% | −603−58.0% | Reduced |
| Highlander Capital Management, LLC | 350 | $71.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 424 | $70.0K | 0.06% | −38−8.2% | Reduced |
| Sutton Wealth Advisors Inc. | 409 | $67.5K | 0.04% | −3,395−89.2% | Reduced |
| Gleason Group, Inc. | 401 | $66.1K | 0.02% | +1+0.3% | Added |
| Boit C F David | 400 | $66.0K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $66.0K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 395 | $65.2K | 0.01% | +395 | New |
| Pin Oak Investment Advisors Inc | 388 | $64.0K | 0.08% | +388 | New |
| Graham Capital Wealth Management, LLC | 387 | $63.8K | 0.09% | +387 | New |
| Creative Financial Designs Inc | 382 | $63.0K | 0.01% | +18+4.9% | Added |
| Castleview Partners, LLC | 382 | $63.0K | 0.06% | +382 | New |
| Pinnacle Bancorp, Inc. | 370 | $61.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $60.2K | 0.00% | +211+137.0% | Added |
| Register Financial Advisors LLC | 363 | $59.9K | 0.05% | −100−21.6% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $59.9K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 362 | $59.7K | 0.01% | −449−55.4% | Reduced |
| Northwest Investment Counselors, LLC | 361 | $59.5K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 358 | $59.1K | 0.01% | −235−39.6% | Reduced |
| Tacita Capital Inc | 360 | $59.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 350 | $57.8K | 0.02% | −100−22.2% | Reduced |
| Sound Income Strategies, LLC | 347 | $57.2K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 334 | $55.0K | 0.04% | −536−61.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 325 | $53.6K | 0.02% | −45−12.2% | Reduced |
| Bell Investment Advisors, Inc | 309 | $51.0K | 0.01% | +40+14.9% | Added |
| Tilia Fiduciary Partners, Inc. | 300 | $49.5K | 0.05% | +134+80.7% | Added |
| AllSquare Wealth Management LLC | 299 | $49.3K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $48.7K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 293 | $48.3K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 290 | $48.0K | 0.01% | −4−1.4% | Reduced |
| Coston, McIsaac & Partners | 279 | $46.0K | 0.02% | +139+99.3% | Added |
| DecisionPoint Financial, LLC | 275 | $45.4K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 272 | $44.9K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 265 | $43.7K | 0.28% | +265 | New |
| Stephens Consulting, LLC | 258 | $42.6K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 251 | $41.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 239 | $39.4K | 0.02% | +74+44.8% | Added |
| Clearview Wealth Advisors LLC | 237 | $39.2K | 0.04% | +11+4.9% | Added |
| Baldrige Asset Management LLC | 239 | $39.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 234 | $38.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 229 | $37.7K | 0.02% | +1+0.4% | Added |
| GoalVest Advisory LLC | 225 | $37.1K | 0.02% | +12+5.6% | Added |
| Focused Wealth Management, Inc | 225 | $37.1K | 0.01% | +210+1,400.0% | Added |
| Carmichael Hill & Associates, Inc. | 222 | $36.6K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 220 | $36.4K | 0.03% | +220 | New |
| Column Capital Advisors, LLC | 217 | $35.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 211 | $34.8K | 0.01% | −10−4.5% | Reduced |
| Steward Financial Group LLC | 211 | $34.0K | 0.01% | +108+104.9% | Added |
| Granite FO LLC | 208 | $33.6K | 0.02% | +94+82.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 203 | $33.5K | 0.02% | +13+6.8% | Added |
| Rocky Mountain Advisers, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $33.0K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 180 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 179 | $29.5K | 0.01% | −20−10.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 177 | $29.0K | 0.00% | −26−12.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 172 | $28.4K | 0.01% | −36−17.3% | Reduced |
| Annapolis Financial Services, LLC | 169 | $27.9K | 0.01% | −1−0.6% | Reduced |
| Rise Advisors, LLC | 168 | $27.7K | 0.02% | +9+5.7% | Added |
| PSI Advisors, LLC | 160 | $26.4K | 0.01% | −401−71.5% | Reduced |
| GeoWealth Management, LLC | 154 | $26.0K | 0.00% | −11−6.7% | Reduced |
| Tradewinds Capital Management, LLC | 150 | $24.7K | 0.01% | 00.0% | Unchanged |