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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.

Institutional holdersQ1 2023: 2,055 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ1 2023: $102.9B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2022.

Institutions holding AXP in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Founders Financial Alliance, LLC0$00.00%−1,868−100.0%Sold out
Core Wealth Partners LLC0$00.00%−3,035−100.0%Sold out
Parsons Capital Management Inc0$00.00%−1,787−100.0%Sold out
Buckley Wealth Management, LLC0$00.00%−1,743−100.0%Sold out
Ausdal Financial Partners, Inc.0$00.00%−1,688−100.0%Sold out
IMPACTfolio, LLC0$00.00%−1,682−100.0%Sold out
MBA Advisors LLC0$00.00%−1,587−100.0%Sold out
Bridgewater Associates, LP0$00.00%−1,575−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−1,558−100.0%Sold out
Vivaldi Capital Management, LLC0$00.00%−1,526−100.0%Sold out
West Family Investments, Inc.0$00.00%−1,518−100.0%Sold out
Mengis Capital Management, Inc.0$00.00%−1,500−100.0%Sold out
Sierra Capital LLC0$00.00%−1,499−100.0%Sold out
Stonebridge Capital Management Inc0$00.00%−1,460−100.0%Sold out
Avestar Capital, LLC0$00.00%−1,456−100.0%Sold out
Terry L. Blaker0$00.00%−1,404−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,400−100.0%Sold out
Acrisure Capital Management, LLC0$00.00%−1,389−100.0%Sold out
FMB Wealth Management0$00.00%−1,384−100.0%Sold out
Sebold Capital Management, Inc.0$00.00%−1,368−100.0%Sold out
Edge Wealth Management LLC0$00.00%−1,373−100.0%Sold out
Viawealth, LLC0$00.00%−1,331−100.0%Sold out
Madden Securities Corp0$00.00%−900−100.0%Sold out
Sycomore Asset Management0$00.00%−816−100.0%Sold out
Romano Brothers and Company0$00.00%−812−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−805−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−792−100.0%Sold out
Norway Savings Bank0$00.00%−628−100.0%Sold out
Goodwin Investment Advisory0$00.00%−315−100.0%Sold out
WFA of San Diego, LLC0$00.00%−299−100.0%Sold out
CKW Financial Group0$00.00%−275−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−276−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−256−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−249−100.0%Sold out
My Personal CFO, LLC0$00.00%−201−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−175−100.0%Sold out
Macroview Investment Management LLC0$00.00%−168−100.0%Sold out
Elequin Capital LP0$00.00%−168−100.0%Sold out
Interactive Financial Advisors0$00.00%−150−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−135−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−131−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−130−100.0%Sold out
Affiance Financial, LLC0$00.00%−120−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−106−100.0%Sold out
Horizon Bancorp Inc0$00.00%−100−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−90−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−90−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−87−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−60−100.0%Sold out
RWM Asset Management, LLC0$00.00%−20−100.0%Sold out
United Community Bank0$00.00%−16−100.0%Sold out
Lansing Street Advisors0$00.00%−11−100.0%Sold out
Leelyn Smith, LLC0$00.00%−10−100.0%Sold out
Caas Capital Management LP0$00.00%−4−100.0%Sold out
Gofen & Glossberg LLC––––Not filed
Rothschild & Co Asset Management US Inc.––––Not filed
Comerica Bank––––Not filed
Abeille Asset Management SA––––Not filed
Allstate Investment Management Co––––Not filed
Financial Partners Capital Management LLC––––Not filed
Regent Investment Management LLC––––Not filed
Mathes Company, Inc.––––Not filed
Seeyond––––Not filed
Canandaigua National Corp––––Not filed
Bennicas & Associates, Inc.––––Not filed
Hotaling Investment Management, LLC––––Not filed
Personal Capital Advisors Corp––––Not filed
Pinnacle Wealth Management, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Gamble Jones Investment Counsel––––Not filed
Trustcore Financial Services, LLC––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
Boenning & Scattergood, Inc.––––Not filed
St Germain D J Co Inc––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Red Cedar Capital, LLC––––Not filed
CFO4Life, L.P.––––Not filed
ARGI Investment Services, LLC––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
YorkBridge Wealth Partners, LLC––––Not filed
Zeke Capital Advisors, LLC––––Not filed
St. James Investment Advisors, LLC––––Not filed
Perpetual Investment Management Ltd––––Not filed
Pendal Group Limited––––Not filed
Titleist Asset Management, Ltd.––––Not filed
Security National Bank of So Dak––––Not filed
Resolute Financial, LLC––––Not filed
Probity Advisors, Inc.––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Heritage Wealth Management, LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Cribstone Capital Management, LLC––––Not filed
Spartan Planning & Wealth Management––––Not filed