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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 12,542 | $2.07M | 0.46% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 12,523 | $2.07M | 0.73% | +12,523 | New |
| Quantinno Capital Management LP | 12,501 | $2.06M | 0.14% | +97+0.8% | Added |
| Smith, Salley & Associates | 12,468 | $2.06M | 0.16% | −44−0.4% | Reduced |
| Stamos Capital Partners, L.P. | 12,460 | $2.06M | 0.53% | +5,660+83.2% | Added |
| Welch Group, LLC | 12,430 | $2.05M | 0.12% | 00.0% | Unchanged |
| Valueworks LLC | 12,428 | $2.05M | 0.78% | −439−3.4% | Reduced |
| Parallel Advisors, LLC | 12,410 | $2.05M | 0.07% | +519+4.4% | Added |
| CAPROCK Group, Inc. | 12,403 | $2.05M | 0.16% | +1,590+14.7% | Added |
| Hussman Strategic Advisors, Inc. | 12,400 | $2.05M | 0.32% | −18,600−60.0% | Reduced |
| Cito Capital Group, LLC | 12,300 | $2.03M | 1.01% | −100−0.8% | Reduced |
| Alps Advisors Inc | 12,231 | $2.02M | 0.02% | −1,041−7.8% | Reduced |
| Vinva Investment Management Ltd | 12,402 | $2.01M | 0.17% | +12,402 | New |
| Savant Capital, LLC | 12,187 | $2.01M | 0.04% | +1,032+9.3% | Added |
| Montag A & Associates Inc | 12,146 | $2.00M | 0.13% | −196−1.6% | Reduced |
| Lincoln National Corp | 12,066 | $1.99M | 0.04% | −2,755−18.6% | Reduced |
| Insight Inv LLC | 12,006 | $1.98M | 2.14% | 00.0% | Unchanged |
| Independent Investors Inc | 12,000 | $1.98M | 0.49% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 11,994 | $1.98M | 1.01% | +11,994 | New |
| Wolf Group Capital Advisors | 11,906 | $1.96M | 0.98% | −1,210−9.2% | Reduced |
| Doheny Asset Management | 11,903 | $1.96M | 1.76% | +2,530+27.0% | Added |
| Gladstone Institutional Advisory LLC | 11,896 | $1.96M | 0.13% | −64−0.5% | Reduced |
| BLB&B Advisors, LLC | 11,891 | $1.96M | 0.15% | −37−0.3% | Reduced |
| Caliber Wealth Management, LLC | 11,872 | $1.96M | 1.47% | +2,805+30.9% | Added |
| Caldwell Trust Co | 11,858 | $1.96M | 0.27% | −241−2.0% | Reduced |
| Stock Yards Bank & Trust Co | 11,827 | $1.95M | 0.07% | +611+5.4% | Added |
| Bull Street Advisors, LLC | 11,792 | $1.95M | 1.01% | −50−0.4% | Reduced |
| Fruth Investment Management | 11,750 | $1.94M | 0.56% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,721 | $1.93M | 0.18% | −257−2.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,669 | $1.92M | 0.60% | −450−3.7% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.91M | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $1.91M | 0.65% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,548 | $1.90M | 0.15% | −84−0.7% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $1.90M | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,519 | $1.90M | 0.12% | −128−1.1% | Reduced |
| Herbst Group, LLC | 11,500 | $1.90M | 1.34% | +100+0.9% | Added |
| Fairfield, Bush & Co. | 11,430 | $1.89M | 0.66% | +10,000+699.3% | Added |
| Bailard, Inc. | 11,412 | $1.88M | 0.07% | +53+0.5% | Added |
| SOL Capital Management CO | 11,403 | $1.88M | 0.31% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 11,378 | $1.88M | 1.46% | −477−4.0% | Reduced |
| Sequoia Financial Advisors, LLC | 11,368 | $1.88M | 0.04% | +2,297+25.3% | Added |
| ExodusPoint Capital Management, LP | 11,271 | $1.86M | 0.02% | −10,634−48.5% | Reduced |
| Adviser Investments LLC | 11,264 | $1.86M | 0.04% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 11,213 | $1.85M | 0.18% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 11,183 | $1.84M | 0.20% | +2,278+25.6% | Added |
| Quantbot Technologies LP | 11,127 | $1.84M | 0.13% | +427+4.0% | Added |
| J.W. Cole Advisors, Inc. | 11,122 | $1.83M | 0.13% | −327−2.9% | Reduced |
| Pinnacle Holdings, LLC | 11,095 | $1.83M | 0.85% | −31−0.3% | Reduced |
| Moors & Cabot, Inc. | 11,067 | $1.83M | 0.13% | −1,663−13.1% | Reduced |
| Graham Capital Management, L.P. | 11,045 | $1.82M | 0.06% | +2,806+34.1% | Added |
| EFG Asset Management (North America) Corp. | 11,025 | $1.82M | 0.40% | +1,449+15.1% | Added |
| Webster Bank, N. A. | 11,017 | $1.82M | 0.24% | +8,419+324.1% | Added |
| True North Advisors, LLC | 11,000 | $1.81M | 0.54% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.81M | 0.48% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,981 | $1.81M | 0.06% | −193−1.7% | Reduced |
| Wintrust Investments LLC | 10,903 | $1.80M | 0.23% | +176+1.6% | Added |
| Argus Investors' Counsel, Inc. | 10,881 | $1.79M | 1.36% | −29−0.3% | Reduced |
| Colonial Trust Co | 10,839 | $1.79M | 0.45% | +9,866+1,014.0% | Added |
| St. Johns Investment Management Company, LLC | 10,790 | $1.78M | 1.03% | +63+0.6% | Added |
| Aptus Capital Advisors, LLC | 10,713 | $1.77M | 0.05% | +6,716+168.0% | Added |
| Sawgrass Asset Management LLC | 10,710 | $1.77M | 0.23% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 10,697 | $1.76M | 1.16% | −112−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,657 | $1.76M | 0.24% | −4,050−27.5% | Reduced |
| Schechter Investment Advisors, LLC | 10,601 | $1.75M | 0.16% | +142+1.4% | Added |
| Belpointe Asset Management LLC | 10,578 | $1.74M | 0.09% | +2,693+34.2% | Added |
| Silicon Hills Wealth Management, LLC | 10,480 | $1.73M | 1.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,464 | $1.73M | 0.20% | +414+4.1% | Added |
| Qsemble Capital Management, LP | 10,400 | $1.72M | 1.16% | +10,400 | New |
| Guardian Capital LP | 10,388 | $1.71M | 0.05% | −900−8.0% | Reduced |
| Inlet Private Wealth, LLC | 10,385 | $1.71M | 0.45% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,342 | $1.71M | 0.08% | +80+0.8% | Added |
| Signaturefd, LLC | 10,330 | $1.70M | 0.05% | +726+7.6% | Added |
| Beverly Hills Private Wealth, LLC | 10,311 | $1.70M | 0.53% | +1,909+22.7% | Added |
| Vise Technologies, Inc. | 10,310 | $1.70M | 0.45% | +2,407+30.5% | Added |
| Penobscot Investment Management Company, Inc. | 10,285 | $1.70M | 0.30% | +96+0.9% | Added |
| TrimTabs Asset Management, LLC | 10,278 | $1.70M | 0.91% | +3,699+56.2% | Added |
| Anchor Investment Management, LLC | 10,221 | $1.69M | 0.23% | −48−0.5% | Reduced |
| Csenge Advisory Group | 10,162 | $1.68M | 0.12% | +980+10.7% | Added |
| Cunning Capital Partners, LP | 10,070 | $1.66M | 1.13% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 9,989 | $1.65M | 1.57% | +66+0.7% | Added |
| Vetamer Capital Management, L.P. | 9,966 | $1.64M | 2.26% | +9,966 | New |
| Ziegler Capital Management, LLC | 9,939 | $1.64M | 0.06% | −28−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 9,916 | $1.64M | 0.05% | +32+0.3% | Added |
| Signet Investment Advisory Group, Inc. | 9,900 | $1.63M | 1.13% | −1,052−9.6% | Reduced |
| RNC Capital Management LLC | 9,894 | $1.63M | 0.09% | −570−5.4% | Reduced |
| Knuff & Co LLC | 9,855 | $1.63M | 0.64% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,849 | $1.62M | 0.08% | 00.0% | Unchanged |
| Everett Harris & Co | 9,839 | $1.62M | 0.03% | +342+3.6% | Added |
| Scotia Capital Inc. | 9,803 | $1.62M | 0.01% | −534−5.2% | Reduced |
| Plimoth Trust Co LLC | 9,772 | $1.61M | 0.50% | +23+0.2% | Added |
| Institute for Wealth Management, LLC. | 9,766 | $1.61M | 0.31% | −81−0.8% | Reduced |
| Trust Co of Toledo NA | 9,752 | $1.61M | 0.29% | +2,573+35.8% | Added |
| Linker Capital Management Inc. | 9,650 | $1.59M | 1.75% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 9,623 | $1.59M | 0.91% | +61+0.6% | Added |
| Woodmont Investment Counsel LLC | 9,618 | $1.59M | 0.17% | +1,077+12.6% | Added |
| Applied Capital LLC | 9,587 | $1.58M | 1.57% | −196−2.0% | Reduced |
| CMT Capital Markets Trading GmbH | 9,587 | $1.58M | 1.92% | +4,837+101.8% | Added |
| Veriti Management LLC | 9,562 | $1.58M | 0.19% | +1,325+16.1% | Added |
| NFJ Investment Group, LLC | 9,558 | $1.58M | 0.04% | −500−5.0% | Reduced |
| Mission Wealth Management, LP | 9,551 | $1.58M | 0.07% | +652+7.3% | Added |