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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 9,128 | $1.53M | 0.06% | +75+0.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.53M | 1.32% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,153 | $1.53M | 0.14% | +250+2.8% | Added |
| Bryn Mawr Trust Co | 9,163 | $1.53M | 0.06% | −500−5.2% | Reduced |
| Trustcore Financial Services, LLC | 9,181 | $1.54M | 0.15% | −31−0.3% | Reduced |
| Beaumont Financial Partners, LLC | 9,195 | $1.54M | 0.12% | −648−6.6% | Reduced |
| Parallel Advisors, LLC | 9,206 | $1.54M | 0.06% | +292+3.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 9,213 | $1.54M | 0.27% | +1,155+14.3% | Added |
| Lazard Freres Gestion S.A.S. | 9,085 | $1.54M | 0.04% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9,248 | $1.55M | 0.53% | +48+0.5% | Added |
| Spirit of America Management Corp | 9,250 | $1.55M | 0.33% | −1,000−9.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.55M | 0.21% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 9,339 | $1.56M | 0.54% | +400+4.5% | Added |
| Greenwood Gearhart Inc | 9,492 | $1.59M | 0.25% | −811−7.9% | Reduced |
| Meristem Family Wealth, LLC | 9,491 | $1.59M | 0.15% | +2,952+45.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,540 | $1.60M | 0.10% | −1,800−15.9% | Reduced |
| Hartline Investment Corp | 9,553 | $1.60M | 0.22% | −913−8.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 9,598 | $1.61M | 0.37% | −734−7.1% | Reduced |
| Simmons Bank | 9,605 | $1.61M | 0.12% | 00.0% | Unchanged |
| Sciencast Management LP | 9,475 | $1.61M | 0.46% | +7,361+348.2% | Added |
| Ingalls & Snyder LLC | 9,649 | $1.62M | 0.07% | −540−5.3% | Reduced |
| Invst, LLC | 9,683 | $1.62M | 0.26% | +948+10.9% | Added |
| Berkshire Asset Management LLC | 9,731 | $1.63M | 0.11% | −195−2.0% | Reduced |
| Quantbot Technologies LP | 9,770 | $1.64M | 0.12% | +9,770 | New |
| Markston International LLC | 9,798 | $1.64M | 1.54% | −11,176−53.3% | Reduced |
| Knuff & Co LLC | 9,855 | $1.65M | 0.62% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 9,931 | $1.66M | 0.53% | +9,931 | New |
| St. Johns Investment Management Company, LLC | 9,945 | $1.67M | 0.92% | +89+0.9% | Added |
| Chicago Capital, LLC | 9,949 | $1.67M | 0.06% | −120−1.2% | Reduced |
| AlphaCrest Capital Management LLC | 9,998 | $1.68M | 0.09% | −6,782−40.4% | Reduced |
| Ally Financial Inc. | 10,000 | $1.68M | 0.16% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 10,000 | $1.68M | 1.58% | 00.0% | Unchanged |
| Hyman Charles D | 10,004 | $1.68M | 0.12% | 00.0% | Unchanged |
| Vestcor Inc | 10,064 | $1.69M | 0.06% | −1,425−12.4% | Reduced |
| Essex Financial Services, Inc. | 10,062 | $1.69M | 0.19% | +6,499+182.4% | Added |
| Brewin Dolphin Ltd | 10,133 | $1.70M | 0.07% | −2,261−18.2% | Reduced |
| Rathbone Brothers plc | 10,171 | $1.70M | 0.02% | −606−5.6% | Reduced |
| Massmutual Trust Co FSB | 10,192 | $1.71M | 0.07% | +402+4.1% | Added |
| Veriti Management LLC | 10,198 | $1.71M | 0.24% | −1,473−12.6% | Reduced |
| Institute for Wealth Management, LLC. | 10,248 | $1.72M | 0.30% | 00.0% | Unchanged |
| Rothschild Investment Corp | 10,273 | $1.72M | 0.14% | −1,000−8.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 10,270 | $1.72M | 0.13% | +3,270+46.7% | Added |
| Ballentine Partners, LLC | 10,293 | $1.73M | 0.06% | +4,753+85.8% | Added |
| Trustco Bank Corp N Y | 10,300 | $1.73M | 1.61% | +25+0.2% | Added |
| Inlet Private Wealth, LLC | 10,406 | $1.74M | 0.47% | 00.0% | Unchanged |
| ACG Wealth | 10,464 | $1.75M | 0.23% | +761+7.8% | Added |
| Woodstock Corp | 10,470 | $1.75M | 0.20% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,473 | $1.75M | 0.05% | +1,913+22.3% | Added |
| FOCUS Wealth Advisors, LLC | 10,475 | $1.75M | 1.19% | +170+1.6% | Added |
| IndexIQ Advisors LLC | 10,487 | $1.76M | 0.06% | +507+5.1% | Added |
| Citizens Business Bank | 10,500 | $1.76M | 0.23% | −600−5.4% | Reduced |
| McMillion Capital Management Inc | 10,526 | $1.76M | 1.04% | 00.0% | Unchanged |
| Advisor Resource Council | 10,545 | $1.77M | 0.54% | −220−2.0% | Reduced |
| Wright Investors Service Inc | 10,549 | $1.77M | 0.50% | +259+2.5% | Added |
| Illinois Municipal Retirement Fund | 10,562 | $1.77M | 0.07% | +1,020+10.7% | Added |
| Boston Family Office LLC | 10,613 | $1.78M | 0.13% | −3,000−22.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,771 | $1.80M | 0.27% | −100−0.9% | Reduced |
| Anchor Investment Management, LLC | 10,784 | $1.81M | 0.25% | +605+5.9% | Added |
| Union Heritage Capital, LLC | 10,788 | $1.81M | 0.85% | 00.0% | Unchanged |
| Lincoln Capital LLC | 10,906 | $1.83M | 0.50% | −80−0.7% | Reduced |
| Advisory Research Inc | 10,918 | $1.83M | 0.12% | −63−0.6% | Reduced |
| Personal Capital Advisors Corp | 10,923 | $1.83M | 0.01% | +97+0.9% | Added |
| True North Advisors, LLC | 11,000 | $1.84M | 0.36% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.84M | 0.36% | 00.0% | Unchanged |
| Adviser Investments LLC | 11,039 | $1.85M | 0.14% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,058 | $1.85M | 0.04% | +11,058 | New |
| MainStreet Investment Advisors LLC | 11,112 | $1.86M | 0.18% | −779−6.6% | Reduced |
| Guardian Capital LP | 11,118 | $1.86M | 0.04% | −400−3.5% | Reduced |
| Corient Capital Partners, LLC | 11,164 | $1.87M | 0.14% | +618+5.9% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.88M | 0.17% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 11,248 | $1.88M | 0.83% | −285−2.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,256 | $1.89M | 0.08% | +11,256 | New |
| Nicholas Hoffman & Company, LLC. | 11,305 | $1.89M | 0.33% | +109+1.0% | Added |
| Point72 Hong Kong Ltd | 11,315 | $1.90M | 0.15% | +10,025+777.1% | Added |
| Jacobi Capital Management LLC | 11,328 | $1.90M | 0.24% | −3,537−23.8% | Reduced |
| Wintrust Investments LLC | 11,352 | $1.90M | 0.26% | −23−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 11,424 | $1.91M | 0.11% | +217+1.9% | Added |
| Pensionfund DSM Netherlands | 11,500 | $1.93M | 0.24% | +11,500 | New |
| Bailard, Inc. | 11,528 | $1.93M | 0.07% | +162+1.4% | Added |
| Fairfield, Bush & Co. | 11,560 | $1.94M | 0.63% | −65−0.6% | Reduced |
| Gamble Jones Investment Counsel | 11,567 | $1.94M | 0.13% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $1.94M | 0.73% | −1,958−14.5% | Reduced |
| AXS Investments LLC | 11,583 | $1.94M | 0.73% | +11,583 | New |
| XTX Topco Ltd | 11,582 | $1.94M | 0.65% | +11,582 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 11,584 | $1.94M | 0.45% | −185−1.6% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.94M | 0.03% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 11,623 | $1.95M | 0.22% | −76−0.6% | Reduced |
| Madison Wealth Management | 11,692 | $1.96M | 0.43% | +151+1.3% | Added |
| Lowe Brockenbrough & Co Inc | 11,737 | $1.97M | 0.15% | −163−1.4% | Reduced |
| Change Path, LLC | 11,845 | $1.98M | 0.12% | −47−0.4% | Reduced |
| Smith, Salley & Associates | 11,862 | $1.99M | 0.16% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,873 | $1.99M | 0.21% | −365−3.0% | Reduced |
| Gotham Asset Management, LLC | 11,925 | $2.00M | 0.08% | +8,316+230.4% | Added |
| Canandaigua National Corp | 11,942 | $2.00M | 0.33% | +446+3.9% | Added |
| Bull Street Advisors, LLC | 11,990 | $2.01M | 1.04% | +55+0.5% | Added |
| Fruth Investment Management | 12,000 | $2.01M | 0.62% | 00.0% | Unchanged |
| SG3 Management, LLC | 12,000 | $2.01M | 0.71% | +2,000+20.0% | Added |
| Rational Advisors LLC | 12,000 | $2.01M | 0.16% | +12,000 | New |
| Frontier Wealth Management LLC | 12,101 | $2.03M | 0.14% | +683+6.0% | Added |
| Caldwell Trust Co | 12,254 | $2.05M | 0.26% | +2,846+30.3% | Added |