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
- 2,056
- +90 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
- 189
- 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Jacobs & Co | 34,571 | $5.70M | 0.70% | −936−2.6% | Reduced |
| Meyer Handelman Co | 34,500 | $5.69M | 0.24% | 00.0% | Unchanged |
| Ruffer LLP | 34,311 | $5.66M | 0.20% | −297,573−89.7% | Reduced |
| Teamwork Financial Advisors, LLC | 34,252 | $5.65M | 1.04% | +25,179+277.5% | Added |
| SP Asset Management LLC | 34,190 | $5.64M | 0.69% | +90+0.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 34,089 | $5.62M | 2.25% | −170−0.5% | Reduced |
| GDS Wealth Management | 33,743 | $5.57M | 0.98% | +1,104+3.4% | Added |
| Prio Wealth Limited Partnership | 33,587 | $5.54M | 0.21% | −750−2.2% | Reduced |
| Sandler Capital Management | 33,448 | $5.52M | 0.91% | +33,448 | New |
| Edge Capital Group, LLC | 33,373 | $5.50M | 0.34% | −2,830−7.8% | Reduced |
| First Interstate Bank | 33,359 | $5.50M | 0.42% | −665−2.0% | Reduced |
| Searle & Co. | 34,090 | $5.50M | 1.80% | 00.0% | Unchanged |
| LGT Group Foundation | 33,285 | $5.49M | 0.16% | +350+1.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 33,283 | $5.49M | 6.01% | +23,231+231.1% | Added |
| Guardian Capital Advisors LP | 34,233 | $5.45M | 0.63% | +90.0% | Added |
| IMC-Chicago, LLC | 32,952 | $5.44M | 0.92% | +32,952 | New |
| Heritage Trust Co | 32,905 | $5.43M | 0.85% | −96−0.3% | Reduced |
| Andra AP-fonden | 32,848 | $5.42M | 0.14% | +1,948+6.3% | Added |
| Girard Partners Ltd. | 32,793 | $5.41M | 0.60% | +7,210+28.2% | Added |
| Unison Asset Management LLC | 32,786 | $5.41M | 4.10% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 32,674 | $5.39M | 0.52% | +3,283+11.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 32,604 | $5.38M | 1.71% | +955+3.0% | Added |
| Federated Hermes, Inc. | 32,316 | $5.33M | 0.01% | +28,301+704.9% | Added |
| Putnam Investments LLC | 32,249 | $5.32M | 0.01% | +8,996+38.7% | Added |
| Power Corp of Canada | 33,267 | $5.32M | 0.56% | +17,211+107.2% | Added |
| Choate Investment Advisors | 32,144 | $5.30M | 0.26% | −768−2.3% | Reduced |
| Eastern Bank | 31,909 | $5.26M | 0.26% | +2,510+8.5% | Added |
| Wedbush Securities Inc | 31,888 | $5.26M | 0.26% | +921+3.0% | Added |
| Legacy Trust | 31,748 | $5.24M | 1.56% | −174−0.5% | Reduced |
| Pavion Blue Capital, LLC | 31,605 | $5.21M | 3.21% | −368−1.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $5.21M | 0.80% | −4,500−12.5% | Reduced |
| Kestra Private Wealth Services, LLC | 31,521 | $5.20M | 0.21% | +5,325+20.3% | Added |
| Olstein Capital Management, L.P. | 31,000 | $5.11M | 0.80% | −13,000−29.5% | Reduced |
| Independent Advisor Alliance | 30,870 | $5.09M | 0.25% | +898+3.0% | Added |
| Central Trust Co | 30,616 | $5.05M | 0.15% | +608+2.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 30,316 | $5.00M | 1.39% | −420−1.4% | Reduced |
| Crestline Management, LP | 30,000 | $4.95M | 0.60% | 00.0% | Unchanged |
| Long Corridor Asset Management Ltd | 30,000 | $4.95M | 5.95% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 29,465 | $4.86M | 0.27% | +3,851+15.0% | Added |
| Centiva Capital, LP | 29,167 | $4.81M | 0.27% | +29,167 | New |
| Rodgers Brothers Inc. | 29,123 | $4.80M | 0.92% | −2,120−6.8% | Reduced |
| FIL Ltd | 28,719 | $4.74M | 0.01% | −1,880−6.1% | Reduced |
| Hendershot Investments Inc. | 28,605 | $4.72M | 0.79% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 28,598 | $4.72M | 0.44% | +12,130+73.7% | Added |
| Cullen Capital Management LLC | 28,554 | $4.71M | 0.04% | +13,665+91.8% | Added |
| Veritable, L.P. | 28,449 | $4.69M | 0.08% | −66−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 28,268 | $4.66M | 0.07% | +191+0.7% | Added |
| Wolverine Trading, LLC | 28,671 | $4.66M | 0.14% | −686−2.3% | Reduced |
| First National Trust Co | 28,113 | $4.64M | 0.25% | −1,226−4.2% | Reduced |
| E. Ohman J:or Asset Management AB | 28,100 | $4.64M | 0.18% | +800+2.9% | Added |
| Banque Cantonale Vaudoise | 28,099 | $4.63M | 0.23% | −837−2.9% | Reduced |
| Stonnington Group, LLC | 28,406 | $4.61M | 1.20% | +2,119+8.1% | Added |
| Boyd Watterson Asset Management LLC | 27,747 | $4.58M | 1.86% | −94−0.3% | Reduced |
| New Mexico Educational Retirement Board | 27,663 | $4.56M | 0.23% | −900−3.2% | Reduced |
| Boothbay Fund Management, LLC | 27,567 | $4.55M | 0.13% | −8,658−23.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,426 | $4.52M | 0.63% | +6,847+33.3% | Added |
| Alerus Financial NA | 27,378 | $4.52M | 0.40% | −2,476−8.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 27,252 | $4.50M | 0.09% | −1,608−5.6% | Reduced |
| Bouvel Investment Partners, LLC | 27,225 | $4.49M | 2.62% | −95−0.3% | Reduced |
| Trust Co of Vermont | 27,105 | $4.47M | 0.31% | +880+3.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $4.45M | 0.06% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 26,998 | $4.45M | 0.44% | +1,078+4.2% | Added |
| AMG National Trust Bank | 26,956 | $4.45M | 0.15% | −842−3.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 26,907 | $4.44M | 0.52% | −200−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,869 | $4.43M | 0.04% | −121,146−81.8% | Reduced |
| New England Asset Management Inc | 26,707 | $4.41M | 0.66% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 26,703 | $4.40M | 0.68% | +962+3.7% | Added |
| Stratos Wealth Partners, LTD. | 26,694 | $4.40M | 0.12% | −2,874−9.7% | Reduced |
| KMG Fiduciary Partners, LLC | 26,683 | $4.40M | 0.63% | −5,245−16.4% | Reduced |
| Metropolitan Life Insurance Co | 26,629 | $4.39M | 0.23% | −7,258−21.4% | Reduced |
| Pine Ridge Advisers LLC | 26,500 | $4.37M | 0.91% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 26,471 | $4.37M | 0.42% | +2,302+9.5% | Added |
| Kingfisher Capital LLC | 26,320 | $4.34M | 1.14% | +126+0.5% | Added |
| CX Institutional | 26,459 | $4.33M | 0.23% | +22,636+592.1% | Added |
| Jag Capital Management, LLC | 26,251 | $4.33M | 0.56% | −511−1.9% | Reduced |
| Avitas Wealth Management LLC | 26,200 | $4.32M | 0.85% | −163−0.6% | Reduced |
| Stokes Capital Advisors, LLC | 26,060 | $4.30M | 1.46% | +143+0.6% | Added |
| Bessemer Group Inc | 26,058 | $4.30M | 0.01% | −177−0.7% | Reduced |
| Birmingham Capital Management Co Inc | 26,049 | $4.30M | 1.71% | −476−1.8% | Reduced |
| GFS Advisors, LLC | 25,995 | $4.29M | 0.99% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 25,753 | $4.25M | 0.51% | +5,001+24.1% | Added |
| Wetherby Asset Management Inc | 25,674 | $4.23M | 0.25% | +1,373+5.6% | Added |
| Wright Investors Service Inc | 25,650 | $4.23M | 1.20% | +6,165+31.6% | Added |
| Foster Group, Inc. | 25,594 | $4.22M | 0.27% | +80.0% | Added |
| Cetera Advisors LLC | 25,502 | $4.21M | 0.07% | +7,962+45.4% | Added |
| Roundview Capital LLC | 25,387 | $4.19M | 0.44% | +178+0.7% | Added |
| Adalta Capital Management LLC | 25,305 | $4.17M | 2.92% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 25,254 | $4.17M | 0.56% | +215+0.9% | Added |
| Metis Global Partners, LLC | 25,236 | $4.16M | 0.27% | +6,277+33.1% | Added |
| Coastal Investment Advisors, Inc. | 25,084 | $4.14M | 1.01% | +110+0.4% | Added |
| Alkeon Capital Management LLC | 25,000 | $4.12M | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 25,000 | $4.12M | 0.88% | 00.0% | Unchanged |
| Rockland Trust Co | 24,966 | $4.12M | 0.26% | −82,337−76.7% | Reduced |
| Freestone Capital Holdings, LLC | 24,779 | $4.09M | 0.18% | −72−0.3% | Reduced |
| Varma Mutual Pension Insurance Co | 24,757 | $4.08M | 0.05% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 24,444 | $4.03M | 1.33% | +106+0.4% | Added |
| Simplex Trading, LLC | 24,372 | $4.02M | 0.18% | +24,372 | New |
| Boston Private Wealth LLC | 23,993 | $3.96M | 0.06% | −566−2.3% | Reduced |
| Bokf, NA | 23,918 | $3.95M | 0.08% | −11,829−33.1% | Reduced |
| Overbrook Management Corp | 23,828 | $3.93M | 1.03% | 00.0% | Unchanged |