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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 17,148 | $2.83M | 0.08% | +98+0.6% | Added |
| Brookstone Capital Management | 17,235 | $2.82M | 0.05% | −684−3.8% | Reduced |
| Snowden Capital Advisors LLC | 17,096 | $2.82M | 0.11% | +7,529+78.7% | Added |
| Pring Turner Capital Group Inc | 17,015 | $2.81M | 2.79% | −100−0.6% | Reduced |
| TownSquare Capital, LLC | 16,950 | $2.80M | 0.06% | +956+6.0% | Added |
| Proequities, Inc. | 16,869 | $2.78M | 0.22% | −526−3.0% | Reduced |
| ING Groep NV | 16,868 | $2.78M | 0.03% | −329,885−95.1% | Reduced |
| Point72 Middle East FZE | 16,823 | $2.77M | 0.16% | −16,311−49.2% | Reduced |
| Bayesian Capital Management, LP | 16,797 | $2.77M | 0.34% | +16,797 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 16,791 | $2.77M | 0.10% | +139+0.8% | Added |
| Resources Investment Advisors, LLC. | 16,676 | $2.75M | 0.06% | +5,889+54.6% | Added |
| Impax Asset Management Group plc | 16,660 | $2.75M | 0.01% | −1,691−9.2% | Reduced |
| CWM, LLC | 16,616 | $2.74M | 0.02% | +3,324+25.0% | Added |
| Credit Agricole S A | 16,463 | $2.72M | 0.12% | −25,730−61.0% | Reduced |
| Northstar Group, Inc. | 16,360 | $2.70M | 0.69% | +18+0.1% | Added |
| Courier Capital LLC | 16,335 | $2.69M | 0.30% | −958−5.5% | Reduced |
| Tower Bridge Advisors | 16,177 | $2.67M | 0.22% | 00.0% | Unchanged |
| NVWM, LLC | 16,155 | $2.66M | 0.89% | +4,702+41.1% | Added |
| Davy Global Fund Management Ltd | 16,056 | $2.65M | 0.51% | −422−2.6% | Reduced |
| Steel Canyon Capital, LLC | 16,012 | $2.64M | 5.27% | +2,967+22.7% | Added |
| Brave Asset Management Inc | 15,996 | $2.64M | 0.84% | −873−5.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,945 | $2.63M | 0.30% | −495−3.0% | Reduced |
| Bank of Stockton | 15,896 | $2.62M | 0.91% | −1,382−8.0% | Reduced |
| Leonteq Securities AG | 15,760 | $2.60M | 0.24% | −8,182−34.2% | Reduced |
| First Dallas Securities Inc. | 15,679 | $2.59M | 1.53% | −199−1.3% | Reduced |
| Moody National Bank Trust Division | 15,672 | $2.59M | 0.22% | −28−0.2% | Reduced |
| Glenview Trust Co | 15,670 | $2.58M | 0.08% | −531−3.3% | Reduced |
| Eads & Heald Wealth Management | 15,668 | $2.58M | 1.28% | −392−2.4% | Reduced |
| Bensler, LLC | 15,636 | $2.58M | 0.52% | +15,636 | New |
| Modera Wealth Management, LLC | 15,609 | $2.57M | 0.10% | −172−1.1% | Reduced |
| William Allan, LLC | 15,586 | $2.57M | 2.04% | +97+0.6% | Added |
| Compass Wealth Management LLC | 15,584 | $2.57M | 0.82% | +302+2.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,565 | $2.57M | 1.37% | −198−1.3% | Reduced |
| Buckingham Capital Management, Inc. | 15,550 | $2.56M | 0.41% | +7,995+105.8% | Added |
| Park Avenue Securities LLC | 15,407 | $2.54M | 0.04% | +537+3.6% | Added |
| Resonant Capital Advisors, LLC | 15,356 | $2.53M | 0.29% | +203+1.3% | Added |
| Siemens Fonds Invest GmbH | 15,210 | $2.51M | 0.26% | −99−0.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 15,199 | $2.51M | 1.65% | −6,028−28.4% | Reduced |
| Peoples Financial Services Corp. | 15,123 | $2.49M | 1.17% | −312−2.0% | Reduced |
| Evercore Wealth Management, LLC | 15,119 | $2.49M | 0.05% | −233−1.5% | Reduced |
| Condor Capital Management | 15,084 | $2.49M | 0.31% | −1,046−6.5% | Reduced |
| Vestcor Inc | 15,061 | $2.48M | 0.09% | −57−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 15,028 | $2.48M | 0.03% | −776−4.9% | Reduced |
| Valeo Financial Advisors, LLC | 15,005 | $2.48M | 0.12% | +2,031+15.7% | Added |
| Cipher Capital LP | 14,983 | $2.47M | 0.46% | −6,976−31.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $2.47M | 0.16% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 14,903 | $2.46M | 3.32% | −1,720−10.3% | Reduced |
| Ergoteles LLC | 14,896 | $2.46M | 0.10% | +14,896 | New |
| Kanawha Capital Management LLC | 14,798 | $2.44M | 0.23% | −392−2.6% | Reduced |
| Pettee Investors, Inc. | 14,791 | $2.44M | 1.17% | −80−0.5% | Reduced |
| Lodestone Wealth Management LLC | 14,661 | $2.42M | 1.86% | −153−1.0% | Reduced |
| Northstar Advisory Group, LLC | 14,647 | $2.42M | 1.81% | +14,647 | New |
| Buckingham Strategic Wealth, LLC | 16,253 | $2.40M | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 14,519 | $2.40M | 0.23% | +1,285+9.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 14,506 | $2.39M | 0.02% | +2,330+19.1% | Added |
| Constitution Capital LLC | 14,400 | $2.38M | 1.44% | +4,750+49.2% | Added |
| Warther Private Wealth, LLC | 14,378 | $2.37M | 1.81% | +226+1.6% | Added |
| Essex Investment Management Co LLC | 14,323 | $2.36M | 0.34% | −494−3.3% | Reduced |
| Bleakley Financial Group, LLC | 14,209 | $2.34M | 0.08% | +843+6.3% | Added |
| Coastline Trust Co | 14,180 | $2.34M | 0.35% | −89−0.6% | Reduced |
| Columbia Asset Management | 14,172 | $2.34M | 0.53% | +93+0.7% | Added |
| Ballentine Partners, LLC | 14,170 | $2.34M | 0.06% | +1,304+10.1% | Added |
| Brendel Financial Advisors LLC | 14,064 | $2.32M | 1.72% | +14,064 | New |
| Investment Advisory Services Inc | 14,005 | $2.31M | 1.14% | +101+0.7% | Added |
| Lincoln Capital LLC | 14,003 | $2.31M | 0.63% | +90+0.6% | Added |
| American Trust | 13,912 | $2.29M | 0.16% | +3,666+35.8% | Added |
| Lighthouse Investment Partners, LLC | 13,843 | $2.28M | 0.20% | +13,843 | New |
| KCM Investment Advisors LLC | 13,834 | $2.28M | 0.09% | +740+5.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,670 | $2.25M | 1.59% | −150−1.1% | Reduced |
| TCTC Holdings, LLC | 13,638 | $2.25M | 0.09% | +2,342+20.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,632 | $2.25M | 0.23% | +206+1.5% | Added |
| Fort Sheridan Advisors LLC | 13,532 | $2.23M | 0.57% | 00.0% | Unchanged |
| Haverford Trust Co | 13,442 | $2.22M | 0.03% | −1,284−8.7% | Reduced |
| Benedict Financial Advisors Inc | 13,402 | $2.21M | 0.62% | +27+0.2% | Added |
| C2C Wealth Management, LLC | 13,759 | $2.19M | 0.35% | +5,814+73.2% | Added |
| Private Asset Management Inc | 13,280 | $2.19M | 0.36% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 13,200 | $2.18M | 0.60% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 13,490 | $2.17M | 1.17% | −95−0.7% | Reduced |
| Boston Family Office LLC | 13,042 | $2.15M | 0.17% | +100+0.8% | Added |
| South State Corp. | 13,021 | $2.15M | 0.20% | +146+1.1% | Added |
| Empower Advisory Group, LLC | 13,114 | $2.15M | 0.01% | +13,114 | New |
| Horizon Investments, LLC | 13,057 | $2.15M | 0.06% | −7,310−35.9% | Reduced |
| Madison Wealth Management | 12,958 | $2.14M | 0.46% | +261+2.1% | Added |
| Personal Cfo Solutions, LLC | 12,932 | $2.13M | 0.44% | +775+6.4% | Added |
| Moneta Group Investment Advisors LLC | 12,896 | $2.13M | 0.05% | +3,413+36.0% | Added |
| West Oak Capital, LLC | 12,892 | $2.13M | 1.08% | −1,345−9.4% | Reduced |
| Coldstream Capital Management Inc | 12,881 | $2.12M | 0.07% | +247+2.0% | Added |
| Aaron Wealth Advisors | 12,870 | $2.12M | 0.29% | +237+1.9% | Added |
| Greenfield Savings Bank | 12,864 | $2.12M | 1.38% | −40−0.3% | Reduced |
| BBR Partners, LLC | 12,816 | $2.11M | 0.24% | +47+0.4% | Added |
| Quadrant Capital Group LLC | 12,760 | $2.10M | 0.22% | −87−0.7% | Reduced |
| Change Path, LLC | 12,733 | $2.10M | 0.10% | +662+5.5% | Added |
| Nicholas Hoffman & Company, LLC. | 12,719 | $2.10M | 0.19% | −137−1.1% | Reduced |
| Jacobi Capital Management LLC | 12,695 | $2.09M | 0.25% | −155−1.2% | Reduced |
| QV Investors Inc. | 12,680 | $2.09M | 0.20% | −680−5.1% | Reduced |
| Ahl Investment Management, Inc. | 12,682 | $2.09M | 1.93% | −580−4.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,656 | $2.09M | 0.15% | +1,020+8.8% | Added |
| Altshuler Shaham Ltd | 12,607 | $2.08M | 0.05% | −795−5.9% | Reduced |
| J. Goldman & Co LP | 12,555 | $2.07M | 0.12% | −10,399−45.3% | Reduced |
| Investment Management Corp of Ontario | 12,546 | $2.07M | 0.09% | −549−4.2% | Reduced |