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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; 3,022 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, Q3 2021

Institutional positions in American Express Co as of Sep 30, 2021. 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
1,879
+54 vs. Q2 2021
Shares held
663.0M
−16.5M (−2.4%) vs. Q2 2021
Total value
$111.2B
−$1.05B (−0.9%) vs. Q2 2021
New holders
128
656 more added
Sold out
74
695 more reduced

26 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: 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 holdersQ3 2021: 1,879 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: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 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: 3,022 institutions
Value heldQ3 2021: $111.2B
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 20263,022$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 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$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, Q3 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2021.

Institutions holding AXP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Systematic Alpha Investments, LLC1$00.00%+1New
Cordant, Inc.6$1.00K0.00%+6New
Addison Advisors LLC8$1.00K0.00%+8New
Albion Financial Group9$2.00K0.00%−55−85.9%Reduced
Simon Quick Advisors, LLC15$2.00K0.00%−8−34.8%Reduced
Old North State Trust, LLC10$2.00K0.00%00.0%Unchanged
TSFG, LLC14$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.13$2.00K0.00%+4+44.4%Added
Red Tortoise LLC15$2.00K0.00%+15New
Lowe Wealth Advisors, LLC20$3.00K0.00%00.0%Unchanged
First Bank & Trust19$3.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC16$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$3.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC16$3.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc15$3.00K0.00%00.0%Unchanged
James Investment Research Inc21$4.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC38$6.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC38$6.37K0.00%00.0%Unchanged
Horrell Capital Management, Inc.44$7.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.39$7.00K0.00%00.0%Unchanged
HC Financial Advisors Inc47$8.00K0.00%00.0%Unchanged
Retirement Group, LLC50$8.00K0.00%+50New
Atlas Capital Advisors LLC48$8.04K0.00%00.0%Unchanged
Activest Wealth Management56$9.00K0.01%−50−47.2%Reduced
PFG Private Wealth Management, LLC54$9.00K0.01%+54New
Evolution Wealth Advisors, LLC61$10.0K0.00%00.0%Unchanged
Corbenic Partners LLC66$11.0K0.00%−35−34.7%Reduced
Alaethes Wealth LLC65$11.0K0.01%00.0%Unchanged
Spectrum Management Group, LLC66$11.0K0.00%+54+450.0%Added
Old Second National Bank of Aurora69$12.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P73$12.0K0.00%+73New
DB Wealth Management Group, LLC78$13.0K0.01%00.0%Unchanged
Neo Ivy Capital Management146$14.0K0.02%+146New
Fieldpoint Private Securities, LLC91$15.0K0.00%+20+28.2%Added
Guidance Point Advisors, LLC90$15.0K0.01%+90New
Pin Oak Investment Advisors Inc93$16.0K0.02%−84−47.5%Reduced
Winch Advisory Services, LLC98$16.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC100$17.0K0.01%00.0%Unchanged
Tacita Capital Inc100$17.0K0.01%00.0%Unchanged
Optiver Holding B.V.105$18.0K0.00%+73+228.1%Added
Bray Capital Advisors108$18.0K0.00%+108New
Advocacy Wealth Management Services, LLC114$19.0K0.00%−10−8.1%Reduced
America First Investment Advisors, LLC120$20.0K0.01%00.0%Unchanged
Holloway Wealth Management, LLC–$20.0K0.01%––
Smith Group Asset Management, LLC122$20.0K0.00%+122New
CVA Family Office, LLC224$22.0K0.02%−955−81.0%Reduced
GeoWealth Management, LLC134$23.0K0.00%−126−48.5%Reduced
Stuart Chaussee & Associates, Inc.136$23.0K0.04%00.0%Unchanged
Sugarloaf Wealth Management, LLC137$23.0K0.01%+1+0.7%Added
Interactive Financial Advisors150$25.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC147$25.0K0.01%00.0%Unchanged
Fred Alger Management, LLC159$27.0K0.00%+159New
Riverview Trust Co169$28.0K0.03%00.0%Unchanged
First PREMIER Bank180$30.0K0.01%00.0%Unchanged
Sterling Financial Planning, Inc.180$30.0K0.02%00.0%Unchanged
Resolute Partners Group185$31.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.190$32.0K0.01%+100+111.1%Added
AllSquare Wealth Management LLC198$33.0K0.02%00.0%Unchanged
First Personal Financial Services200$34.0K0.01%−50−20.0%Reduced
Hudock, Inc.207$34.0K0.01%00.0%Unchanged
Your Advocates Ltd., LLP200$34.0K0.02%00.0%Unchanged
Hoese & Co LLP200$34.0K0.04%00.0%Unchanged
Cowen Prime Advisors LLC200$34.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.201$34.0K0.02%00.0%Unchanged
Tower View Investment Management & Research LLC200$34.0K0.02%+200New
Meridian Wealth Partners, LLC200$34.0K0.01%+200New
Consolidated Planning Corp201$34.0K0.02%+201New
Bell Investment Advisors, Inc205$34.0K0.01%+205New
Sonora Investment Management, LLC207$35.0K0.00%−103−33.2%Reduced
Geo Capital Gestora de Recursos Ltd214$36.0K0.02%00.0%Unchanged
Rockbridge Investment Management, LCC222$37.0K0.01%−21−8.6%Reduced
Clearview Wealth Advisors LLC224$37.0K0.02%+1+0.4%Added
Crewe Advisors LLC226$38.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC224$38.0K0.00%00.0%Unchanged
Financial Perspectives, Inc227$38.0K0.02%00.0%Unchanged
Lloyd Advisory Services, LLC.230$39.0K0.02%+63+37.7%Added
Baldrige Asset Management LLC239$40.0K0.02%00.0%Unchanged
Ravenstone Capital Management Inc.245$41.0K0.03%00.0%Unchanged
Column Capital Advisors, LLC249$42.0K0.01%−24−8.8%Reduced
Kowal Investment Group, LLC248$42.0K0.01%+248New
GPS Wealth Strategies Group, LLC255$43.0K0.01%+60+30.8%Added
D'Orazio & Associates, Inc.257$43.0K0.01%+257New
Annapolis Financial Services, LLC269$45.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC449$45.0K0.00%+449New
Joseph P. Lucia & Associates, LLC289$48.0K0.03%−11−3.7%Reduced
Cedar Mountain Advisors, LLC288$48.0K0.02%00.0%Unchanged
Earnest Partners LLC293$49.0K0.00%00.0%Unchanged
Timber Creek Capital Management LLC300$50.0K0.02%00.0%Unchanged
Professional Financial Advisors, LLC300$50.0K0.03%00.0%Unchanged
Cranbrook Wealth Management, LLC300$50.0K0.01%+28+10.3%Added
Bellevue Asset Management, LLC300$51.0K0.03%00.0%Unchanged
Larson Financial Group LLC315$53.0K0.01%+119+60.7%Added
Marquette Asset Management, LLC326$55.0K0.01%00.0%Unchanged
FAI Wealth Management340$56.0K0.05%00.0%Unchanged
Ironwood Financial, llc343$57.0K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA348$58.3K0.07%−10−2.8%Reduced
Creative Financial Designs Inc372$62.0K0.01%+8+2.2%Added
Ironwood Wealth Management, Inc.377$63.0K0.05%00.0%Unchanged
Rock Creek Group, LP383$64.0K0.01%−333−46.5%Reduced
Edge Wealth Management LLC386$65.0K0.01%+16+4.3%Added