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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Little House Capital LLC | 6,897 | $1.16M | 0.68% | +506+7.9% | Added |
| Veracity Capital LLC | 6,899 | $1.16M | 0.50% | −34−0.5% | Reduced |
| Duff & Phelps Investment Management Co | 6,925 | $1.16M | 0.02% | −165−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,938 | $1.16M | 0.38% | −357−4.9% | Reduced |
| Citadel Investment Advisory, Inc. | 6,938 | $1.16M | 0.72% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 6,940 | $1.16M | 0.32% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 6,948 | $1.16M | 1.84% | −628−8.3% | Reduced |
| Arjuna Capital | 6,948 | $1.16M | 0.47% | +351+5.3% | Added |
| Coastline Trust Co | 6,955 | $1.17M | 0.14% | −345−4.7% | Reduced |
| Regent Investment Management LLC | 7,011 | $1.18M | 0.28% | 00.0% | Unchanged |
| Mark Stevens | 7,016 | $1.18M | 0.13% | +222+3.3% | Added |
| Conning Inc. | 7,031 | $1.18M | 0.03% | −620−8.1% | Reduced |
| Kore Private Wealth LLC | 7,030 | $1.18M | 0.12% | +130+1.9% | Added |
| Van Strum & Towne Inc. | 7,065 | $1.18M | 0.47% | −25−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 7,065 | $1.18M | 0.01% | +2,070+41.4% | Added |
| Trust Co of Toledo NA | 7,095 | $1.19M | 0.19% | −120−1.7% | Reduced |
| Thompson Investment Management, Inc. | 7,105 | $1.19M | 0.18% | −1,580−18.2% | Reduced |
| Bank of Hawaii | 7,188 | $1.20M | 0.07% | −12−0.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.21M | 0.33% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,238 | $1.21M | 0.60% | +997+16.0% | Added |
| Becker Capital Management Inc | 7,248 | $1.21M | 0.05% | −38−0.5% | Reduced |
| ARGI Investment Services, LLC | 7,248 | $1.21M | 0.04% | +713+10.9% | Added |
| Mutual Advisors, LLC | 7,251 | $1.22M | 0.07% | −17−0.2% | Reduced |
| Belpointe Asset Management LLC | 7,253 | $1.22M | 0.08% | +736+11.3% | Added |
| YHB Investment Advisors, Inc. | 7,290 | $1.22M | 0.11% | +20+0.3% | Added |
| J.W. Cole Advisors, Inc. | 7,292 | $1.22M | 0.09% | +485+7.1% | Added |
| Crestwood Advisors Group LLC | 7,322 | $1.23M | 0.03% | −15−0.2% | Reduced |
| Beacon Financial Group | 7,183 | $1.23M | 0.17% | −117−1.6% | Reduced |
| Connolly Sarah T. | 7,375 | $1.24M | 1.02% | 00.0% | Unchanged |
| Investment House LLC | 7,375 | $1.24M | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,401 | $1.24M | 0.06% | +29+0.4% | Added |
| Arete Wealth Advisors, LLC | 7,427 | $1.24M | 0.14% | +266+3.7% | Added |
| RFG Advisory, LLC | 7,424 | $1.24M | 0.10% | +1,347+22.2% | Added |
| GWM Advisors LLC | 7,441 | $1.25M | 0.03% | −2,414−24.5% | Reduced |
| TownSquare Capital, LLC | 7,461 | $1.25M | 0.04% | +2,364+46.4% | Added |
| Fort Point Capital Partners LLC | 7,467 | $1.25M | 0.19% | +55+0.7% | Added |
| Allstate Corp | 7,487 | $1.25M | 0.05% | −1,247−14.3% | Reduced |
| Piscataqua Savings Bank | 7,502 | $1.26M | 1.09% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,557 | $1.27M | 0.10% | +6+0.1% | Added |
| Investors Asset Management of Georgia Inc | 7,565 | $1.27M | 0.66% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 7,601 | $1.27M | 0.19% | +299+4.1% | Added |
| Cerity Partners LLC | 7,607 | $1.27M | 0.03% | +253+3.4% | Added |
| Resources Investment Advisors, LLC. | 7,666 | $1.28M | 0.05% | −100−1.3% | Reduced |
| SOA Wealth Advisors, LLC. | 7,673 | $1.28M | 0.33% | +9+0.1% | Added |
| Patten & Patten Inc | 7,719 | $1.29M | 0.10% | −282−3.5% | Reduced |
| Beach Investment Counsel Inc | 7,733 | $1.30M | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,743 | $1.30M | 0.04% | +1,104+16.6% | Added |
| Pitcairn Co | 7,765 | $1.30M | 0.09% | −166−2.1% | Reduced |
| Braun Stacey Associates Inc | 7,800 | $1.31M | 0.05% | +900+13.0% | Added |
| Wealthspire Advisors, LLC | 7,814 | $1.31M | 0.03% | +5,237+203.2% | Added |
| Jeereddi Investments, LP | 7,843 | $1.31M | 1.20% | 00.0% | Unchanged |
| Smithfield Trust Co | 7,838 | $1.31M | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 7,905 | $1.32M | 0.46% | −90−1.1% | Reduced |
| Insight Advisors, LLC | 7,696 | $1.33M | 0.40% | −12−0.2% | Reduced |
| Meeder Asset Management Inc | 7,967 | $1.33M | 0.07% | −1,738−17.9% | Reduced |
| Moloney Securities Asset Management, LLC | 7,969 | $1.33M | 0.24% | +225+2.9% | Added |
| Erste Asset Management GmbH | 7,844 | $1.35M | 0.03% | −1,264−13.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,036 | $1.35M | 0.49% | −18−0.2% | Reduced |
| KWB Wealth | 8,062 | $1.35M | 0.24% | +297+3.8% | Added |
| Great West Life Assurance Co | 8,053 | $1.36M | 0.00% | −93,266−92.1% | Reduced |
| Howard Capital Management Group, LLC | 8,106 | $1.36M | 0.13% | +167+2.1% | Added |
| Financial Counselors Inc | 8,126 | $1.36M | 0.03% | +930+12.9% | Added |
| Buckley Wealth Management, LLC | 8,132 | $1.36M | 0.44% | −1,039−11.3% | Reduced |
| Dakota Wealth Management | 8,135 | $1.36M | 0.16% | −2,535−23.8% | Reduced |
| Excalibur Management Corp | 8,194 | $1.37M | 0.60% | −17−0.2% | Reduced |
| Csenge Advisory Group | 7,903 | $1.38M | 0.12% | +7+0.1% | Added |
| Karpas Strategies, LLC | 7,950 | $1.38M | 0.45% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 8,233 | $1.38M | 0.04% | −8,400−50.5% | Reduced |
| Mid Atlantic Financial Management Inc | 8,265 | $1.39M | 0.09% | +34+0.4% | Added |
| Strategy Asset Managers LLC | 8,297 | $1.39M | 0.31% | +4,221+103.6% | Added |
| Auxier Asset Management | 8,308 | $1.39M | 0.24% | 00.0% | Unchanged |
| Amarillo National Bank | 8,313 | $1.39M | 0.29% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,029 | $1.40M | 0.05% | +36+0.5% | Added |
| Empirical Finance, LLC | 8,330 | $1.40M | 0.21% | +453+5.8% | Added |
| Associated Banc-Corp | 8,347 | $1.40M | 0.06% | −2,819−25.2% | Reduced |
| Quadrant Capital Group LLC | 8,447 | $1.42M | 0.20% | +140+1.7% | Added |
| Evoke Wealth, LLC | 8,478 | $1.42M | 0.05% | −231−2.7% | Reduced |
| Fulton Bank, N.A. | 8,481 | $1.42M | 0.07% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8,496 | $1.42M | 0.33% | +8+0.1% | Added |
| Lavaca Capital LLC | 8,531 | $1.43M | 0.72% | −599−6.6% | Reduced |
| Everett Harris & Co | 8,553 | $1.43M | 0.02% | +100+1.2% | Added |
| FineMark National Bank & Trust | 8,618 | $1.44M | 0.06% | −44−0.5% | Reduced |
| Community Bank, N.A. | 8,638 | $1.45M | 0.18% | −497−5.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 8,686 | $1.46M | 0.53% | −32−0.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,686 | $1.46M | 0.08% | +300+3.6% | Added |
| Gateway Investment Advisers LLC | 8,697 | $1.46M | 0.02% | −131−1.5% | Reduced |
| Brookstone Capital Management | 8,636 | $1.46M | 0.03% | +307+3.7% | Added |
| NTV Asset Management LLC | 8,725 | $1.46M | 0.25% | −100−1.1% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.46M | 0.36% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,797 | $1.47M | 0.06% | −262−2.9% | Reduced |
| Laffer Tengler Investments | 8,829 | $1.48M | 0.43% | +3,279+59.1% | Added |
| Palisade Asset Management, LLC | 8,832 | $1.48M | 0.18% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,839 | $1.48M | 0.01% | −1,164−11.6% | Reduced |
| Argent Advisors, Inc. | 8,849 | $1.48M | 0.85% | +702+8.6% | Added |
| Rehmann Capital Advisory Group | 8,901 | $1.49M | 0.14% | −15−0.2% | Reduced |
| Boltwood Capital Management | 8,951 | $1.50M | 0.60% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,990 | $1.51M | 0.05% | −223−2.4% | Reduced |
| Taylor Frigon Capital Management LLC | 9,054 | $1.52M | 0.49% | +258+2.9% | Added |
| Stokes Family Office, LLC | 9,085 | $1.52M | 0.21% | −343−3.6% | Reduced |
| Moors & Cabot, Inc. | 9,083 | $1.52M | 0.10% | +1,515+20.0% | Added |