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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 23,824 | $3.93M | 0.16% | −143−0.6% | Reduced |
| CenterBook Partners LP | 23,823 | $3.93M | 0.56% | +23,823 | New |
| Stonegate Investment Group, LLC | 23,736 | $3.92M | 0.15% | −5,314−18.3% | Reduced |
| Private Management Group Inc | 23,725 | $3.91M | 0.18% | −4,359−15.5% | Reduced |
| Mitchell Capital Management Co | 23,545 | $3.88M | 0.96% | +447+1.9% | Added |
| Wisconsin Capital Management LLC | 23,520 | $3.88M | 2.64% | +18,685+386.5% | Added |
| Cary Street Partner Investment Advisory LLC | 23,519 | $3.88M | 0.28% | −45−0.2% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.87M | 0.88% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 23,375 | $3.86M | 2.35% | 00.0% | Unchanged |
| Lido Advisors, LLC | 23,358 | $3.85M | 0.05% | +7,142+44.0% | Added |
| Silvant Capital Management LLC | 23,107 | $3.81M | 0.25% | +6,504+39.2% | Added |
| D.A. Davidson & Co. | 23,077 | $3.80M | 0.04% | −1,239−5.1% | Reduced |
| RBF Capital, LLC | 23,000 | $3.79M | 0.28% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $3.79M | 0.47% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 23,035 | $3.74M | 0.07% | +2,150+10.3% | Added |
| Venture Visionary Partners LLC | 22,662 | $3.74M | 0.24% | +221+1.0% | Added |
| TD Private Client Wealth LLC | 22,644 | $3.74M | 0.17% | +4,267+23.2% | Added |
| Seven Eight Capital, LP | 22,628 | $3.73M | 0.78% | +8,702+62.5% | Added |
| Chemistry Wealth Management LLC | 22,491 | $3.71M | 1.29% | −166−0.7% | Reduced |
| Front Barnett Associates LLC | 22,466 | $3.71M | 0.44% | −186−0.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 22,294 | $3.68M | 0.10% | +20,493+1,137.9% | Added |
| Family Management Corp | 22,141 | $3.65M | 0.84% | −45−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 22,039 | $3.64M | 0.18% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 22,003 | $3.63M | 0.66% | +258+1.2% | Added |
| Chicago Trust Co NA | 21,938 | $3.62M | 0.91% | −2,382−9.8% | Reduced |
| Fiduciary Group LLC | 21,911 | $3.61M | 0.47% | −262−1.2% | Reduced |
| Greenleaf Trust | 21,883 | $3.61M | 0.04% | +515+2.4% | Added |
| First Hawaiian Bank | 21,788 | $3.59M | 0.12% | −5,931−21.4% | Reduced |
| Jefferies Financial Group Inc. | 21,722 | $3.58M | 0.08% | +15,359+241.4% | Added |
| Univest Financial Corp | 21,714 | $3.58M | 1.12% | −1,772−7.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 21,661 | $3.57M | 0.09% | +594+2.8% | Added |
| Chatham Capital Group, Inc. | 21,612 | $3.56M | 0.80% | −925−4.1% | Reduced |
| Fundamentun, LLC | 21,596 | $3.56M | 0.60% | +2,015+10.3% | Added |
| Trinity Legacy Partners, LLC | 21,522 | $3.55M | 1.33% | +1,254+6.2% | Added |
| Sumitomo Life Insurance Co | 21,466 | $3.54M | 0.30% | −138−0.6% | Reduced |
| Benson Investment Management Company, Inc. | 21,430 | $3.53M | 2.02% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,390 | $3.53M | 2.26% | +697+3.4% | Added |
| Goelzer Investment Management, Inc. | 21,247 | $3.50M | 0.30% | −6,168−22.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,184 | $3.49M | 0.29% | −311−1.4% | Reduced |
| Stephens Inc | 21,156 | $3.49M | 0.07% | +746+3.7% | Added |
| Verdence Capital Advisors LLC | 21,017 | $3.47M | 0.42% | −416−1.9% | Reduced |
| Ceera Investments, LLC | 20,976 | $3.46M | 2.21% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 20,636 | $3.40M | 0.40% | +20,636 | New |
| Park National Corp | 20,363 | $3.36M | 0.15% | −1,053−4.9% | Reduced |
| Twin Capital Management Inc | 20,306 | $3.35M | 0.46% | +15,493+321.9% | Added |
| Acadian Asset Management LLC | 20,265 | $3.34M | 0.01% | +8,690+75.1% | Added |
| Richard Bernstein Advisors LLC | 20,236 | $3.34M | 0.07% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 20,166 | $3.33M | 0.08% | −82,912−80.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.32M | 3.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 20,111 | $3.32M | 0.41% | +375+1.9% | Added |
| National Asset Management, Inc. | 20,079 | $3.31M | 0.09% | −7,056−26.0% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $3.29M | 0.11% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 19,888 | $3.28M | 0.67% | −116−0.6% | Reduced |
| Stone Point Wealth LLC | 19,887 | $3.28M | 1.46% | −733−3.6% | Reduced |
| Americana Partners, LLC | 19,753 | $3.26M | 0.51% | −305−1.5% | Reduced |
| M. Kulyk & Associates, LLC | 19,583 | $3.23M | 0.98% | +36+0.2% | Added |
| LaFleur & Godfrey LLC | 19,536 | $3.22M | 0.53% | +39+0.2% | Added |
| Chapman Investment Management, LLC | 19,466 | $3.21M | 2.64% | −370−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 19,399 | $3.20M | 0.84% | +207+1.1% | Added |
| Silicon Valley Capital Partners | 19,300 | $3.18M | 0.67% | +570+3.0% | Added |
| Clearstead Advisors, LLC | 19,296 | $3.18M | 0.23% | +666+3.6% | Added |
| Eqis Capital Management, Inc. | 19,279 | $3.18M | 0.36% | −4,551−19.1% | Reduced |
| Sawtooth Solutions, LLC | 19,152 | $3.16M | 0.08% | +13,954+268.4% | Added |
| Achmea Investment Management B.V. | 19,107 | $3.15M | 0.09% | −10,891−36.3% | Reduced |
| Raymond James Trust N.A. | 19,085 | $3.15M | 0.10% | −275−1.4% | Reduced |
| Azimuth Capital Investment Management LLC | 19,010 | $3.14M | 0.15% | −1,150−5.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,892 | $3.12M | 0.21% | −805−4.1% | Reduced |
| Hancock Whitney Corp | 18,850 | $3.11M | 0.12% | −3,210−14.6% | Reduced |
| Cresset Asset Management, LLC | 18,836 | $3.11M | 0.06% | −549−2.8% | Reduced |
| Quantitative Investment Management, LLC | 18,826 | $3.10M | 0.65% | +18,826 | New |
| Northwestern Mutual Investment Management Company, LLC | 18,715 | $3.09M | 0.08% | −21−0.1% | Reduced |
| Ieq Capital, LLC | 18,707 | $3.09M | 0.07% | +168+0.9% | Added |
| CSM Advisors, LLC | 18,639 | $3.07M | 0.27% | +5,600+42.9% | Added |
| Kingsview Wealth Management, LLC | 18,327 | $3.02M | 0.13% | −746−3.9% | Reduced |
| Pacifica Capital Investments, LLC | 18,295 | $3.02M | 0.96% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 18,283 | $3.02M | 0.21% | −620−3.3% | Reduced |
| WP Advisors, LLC | 18,250 | $3.01M | 1.24% | +117+0.6% | Added |
| Assenagon Asset Management S.A. | 18,246 | $3.01M | 0.01% | −296−1.6% | Reduced |
| Salvus Wealth Management, LLC | 18,243 | $3.01M | 2.43% | +205+1.1% | Added |
| Optimas Capital Ltd | 18,100 | $2.99M | 2.50% | −23,792−56.8% | Reduced |
| BFSG, LLC | 18,083 | $2.98M | 0.55% | +89+0.5% | Added |
| Mount Vernon Associates Inc | 18,071 | $2.98M | 3.52% | −350−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 18,034 | $2.98M | 0.06% | +1,104+6.5% | Added |
| Toroso Investments, LLC | 18,035 | $2.98M | 0.10% | +7,783+75.9% | Added |
| Lakeview Capital Partners, LLC | 20,028 | $2.96M | 0.92% | +24+0.1% | Added |
| Connable Office Inc | 17,906 | $2.95M | 0.43% | −7,729−30.2% | Reduced |
| Callahan Advisors, LLC | 17,867 | $2.95M | 0.38% | +10.0% | Added |
| Karani Asset Management LLC | 17,817 | $2.94M | 3.11% | +17,817 | New |
| Elgethun Capital Management | 17,602 | $2.90M | 0.92% | +262+1.5% | Added |
| Selway Asset Management | 17,600 | $2.90M | 1.39% | +150+0.9% | Added |
| Chartwell Investment Partners, LLC | 17,577 | $2.90M | 0.11% | −1,697−8.8% | Reduced |
| Everence Capital Management Inc | 17,474 | $2.88M | 0.24% | 00.0% | Unchanged |
| Briggs Advisory Group, Inc. | 17,420 | $2.87M | 1.70% | 00.0% | Unchanged |
| Empirical Finance, LLC | 17,372 | $2.87M | 0.27% | +666+4.0% | Added |
| Canandaigua National Bank & Trust Co | 17,364 | $2.86M | 0.48% | +17,364 | New |
| Vestmark Advisory Solutions, Inc. | 17,356 | $2.86M | 0.12% | +1,151+7.1% | Added |
| Cutler Group LP | 17,316 | $2.86M | 0.45% | +4,429+34.4% | Added |
| Ostrum Asset Management | 17,279 | $2.85M | 0.25% | +17,279 | New |
| Empire Financial Management Company, LLC | 17,194 | $2.84M | 1.16% | +17,194 | New |
| Bill Few Associates, Inc. | 17,150 | $2.83M | 1.57% | +100+0.6% | Added |