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 |
|---|---|---|---|---|---|
| Timber Creek Capital Management LLC | 150 | $24.7K | 0.01% | −50−25.0% | Reduced |
| Perkins Coie Trust Co | 150 | $24.7K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 159 | $24.3K | 0.02% | +159 | New |
| Credential Qtrade Securities Inc. | 143 | $23.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 137 | $22.7K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 112 | $20.9K | 0.02% | +72+180.0% | Added |
| Fortis Capital Advisors, LLC | 120 | $19.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 119 | $19.6K | 0.01% | +55+85.9% | Added |
| Bray Capital Advisors | 108 | $17.8K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 105 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $17.3K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $16.5K | 0.00% | +100 | New |
| Winch Advisory Services, LLC | 99 | $16.0K | 0.01% | +1+1.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 93 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 165 | $14.6K | 0.64% | +17+11.5% | Added |
| JJJ Advisors Inc. | 88 | $14.4K | 0.00% | +33+60.0% | Added |
| Beacon Capital Management, LLC | 86 | $14.3K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 78 | $12.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 66 | $10.9K | 0.00% | +58+725.0% | Added |
| SJS Investment Consulting Inc. | 65 | $10.7K | 0.00% | +9+16.1% | Added |
| Park Place Capital Corp | 65 | $10.7K | 0.00% | +9+16.1% | Added |
| Activest Wealth Management | 56 | $9.74K | 0.01% | +56 | New |
| HighMark Wealth Management LLC | 53 | $8.70K | 0.01% | +3+6.0% | Added |
| Antonetti Capital Management LLC | 50 | $8.25K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 48 | $7.92K | 0.00% | +34+242.9% | Added |
| Horrell Capital Management, Inc. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $6.88K | 0.00% | +42 | New |
| True Wealth Design, LLC | 41 | $6.84K | 0.00% | +16+64.0% | Added |
| Disciplined Investments, LLC | 41 | $6.76K | 0.00% | −9−18.0% | Reduced |
| Gables Capital Management Inc. | 40 | $6.60K | 0.00% | +10+33.3% | Added |
| Caldwell Sutter Capital, Inc. | 40 | $6.60K | 0.00% | +40 | New |
| Nalls Sherbakoff Group, LLC | 38 | $6.17K | 0.01% | +38 | New |
| Carolinas Wealth Consulting LLC | 36 | $5.94K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 35 | $5.77K | 0.00% | +35 | New |
| One River Asset Management, LLC | 33 | $5.36K | 0.00% | −6,765−99.5% | Reduced |
| Red Tortoise LLC | 32 | $5.28K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 30 | $4.95K | 0.00% | +30 | New |
| Financial Synergies Wealth Advisors, Inc. | 29 | $4.70K | 0.00% | −4−12.1% | Reduced |
| PayPay Securities Corp | 27 | $4.45K | 0.30% | −12−30.8% | Reduced |
| Ogorek Anthony Joseph | 25 | $4.00K | 0.00% | +25 | New |
| Morton Brown Family Wealth, LLC | 21 | $3.46K | 0.00% | +21 | New |
| Lowe Wealth Advisors, LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $3.13K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 17 | $2.80K | 0.00% | +17 | New |
| Grey Fox Wealth Advisors, LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $825 | 0.00% | −12−70.6% | Reduced |
| EP Wealth Advisors, LLC | 2,300,000 | $0 | 0.00% | +2,283,378+13,737.1% | Added |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Quilter Plc | 98,108 | – | – | −6,009−5.8% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −403,670−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −180,090−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −157,634−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −71,149−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −68,275−100.0% | Sold out |
| Wilson Asset Management (International) Pty Ltd | 0 | $0 | 0.00% | −67,910−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −59,900−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −55,653−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −33,515−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −28,718−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −18,914−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −15,901−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,356−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −11,022−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −10,656−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,971−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −6,594−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sather Financial Group Inc | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,475−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| Diversified, LLC | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −2,195−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| Wealth Dimensions Group, Ltd. | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |