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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 12,253 | $2.05M | 0.41% | −430−3.4% | Reduced |
| High Pointe Capital Management LLC | 12,268 | $2.06M | 1.63% | 00.0% | Unchanged |
| Signature Wealth Management Group | 12,271 | $2.06M | 1.14% | +1,480+13.7% | Added |
| Teamwork Financial Advisors, LLC | 12,301 | $2.06M | 0.41% | +12,301 | New |
| Osborne Partners Capital Management, LLC | 12,311 | $2.06M | 0.17% | 00.0% | Unchanged |
| CSM Advisors, LLC | 12,309 | $2.06M | 0.15% | +500+4.2% | Added |
| Integrated Wealth Concepts LLC | 12,318 | $2.06M | 0.07% | +4,862+65.2% | Added |
| Avantax Advisory Services, Inc. | 12,352 | $2.07M | 0.03% | +1,689+15.8% | Added |
| Kanawha Capital Management LLC | 12,417 | $2.08M | 0.19% | +28+0.2% | Added |
| Cetera Advisors LLC | 12,439 | $2.08M | 0.04% | +1,738+16.2% | Added |
| Dynamic Advisor Solutions LLC | 12,482 | $2.09M | 0.16% | −663−5.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,491 | $2.09M | 0.08% | +213+1.7% | Added |
| Bluestein R H & Co | 12,495 | $2.09M | 0.08% | +1,040+9.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,531 | $2.10M | 0.78% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,552 | $2.10M | 0.01% | −12,374−49.6% | Reduced |
| Toroso Investments, LLC | 12,561 | $2.11M | 0.08% | +4,411+54.1% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $2.11M | 0.15% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,672 | $2.12M | 0.37% | −123−1.0% | Reduced |
| Sandhill Capital Partners LLC | 12,673 | $2.12M | 0.17% | +123+1.0% | Added |
| Jane Street Group, LLC | 12,794 | $2.14M | 0.01% | −11,723−47.8% | Reduced |
| Harbour Investments, Inc. | 12,833 | $2.15M | 0.07% | +1,852+16.9% | Added |
| American Portfolios Advisors | 12,878 | $2.16M | 0.08% | −4,434−25.6% | Reduced |
| Clear Street Markets LLC | 12,883 | $2.16M | 0.48% | −623−4.6% | Reduced |
| Welch Group, LLC | 13,012 | $2.18M | 0.15% | −229−1.7% | Reduced |
| F/M Investments LLC | 13,123 | $2.20M | 1.57% | +12+0.1% | Added |
| Ashfield Capital Partners, LLC | 13,156 | $2.20M | 0.16% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 13,174 | $2.21M | 0.09% | −1,296−9.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 13,182 | $2.21M | 0.23% | −143−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 13,214 | $2.21M | 0.57% | −105−0.8% | Reduced |
| Arden Trust Co | 13,219 | $2.21M | 0.38% | +30.0% | Added |
| BKD Wealth Advisors, LLC | 13,221 | $2.21M | 0.10% | +132+1.0% | Added |
| Doheny Asset Management | 13,248 | $2.22M | 1.59% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 13,253 | $2.22M | 0.00% | +57+0.4% | Added |
| Investment Advisory Services Inc | 13,258 | $2.22M | 1.36% | +10.0% | Added |
| Fort Sheridan Advisors LLC | 13,300 | $2.23M | 0.73% | 00.0% | Unchanged |
| Greenleaf Trust | 13,363 | $2.24M | 0.03% | +526+4.1% | Added |
| Argus Investors' Counsel, Inc. | 13,390 | $2.24M | 1.47% | −12,730−48.7% | Reduced |
| Mizuho Securities USA LLC | 13,409 | $2.25M | 0.23% | −126−0.9% | Reduced |
| Campbell Newman Asset Management Inc | 13,601 | $2.28M | 0.23% | −195,676−93.5% | Reduced |
| Benedict Financial Advisors Inc | 13,635 | $2.28M | 0.64% | −331−2.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,667 | $2.29M | 0.22% | +10.0% | Added |
| Kingsview Wealth Management, LLC | 13,675 | $2.29M | 0.11% | +8,011+141.4% | Added |
| DCM Advisors, LLC | 13,693 | $2.29M | 0.88% | +13,693 | New |
| South State Corp. | 13,702 | $2.29M | 0.19% | −239−1.7% | Reduced |
| Resonant Capital Advisors, LLC | 13,716 | $2.30M | 0.40% | +1,297+10.4% | Added |
| Capula Management Ltd | 13,754 | $2.30M | 0.18% | +11,027+404.4% | Added |
| Profund Advisors LLC | 13,766 | $2.31M | 0.08% | −562−3.9% | Reduced |
| Leonteq Securities AG | 13,801 | $2.31M | 0.12% | +9,028+189.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,813 | $2.31M | 0.09% | +4,506+48.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,949 | $2.34M | 1.46% | −15−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,950 | $2.34M | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 13,963 | $2.34M | 0.12% | −66−0.5% | Reduced |
| BLB&B Advisors, LLC | 13,968 | $2.34M | 0.16% | −152−1.1% | Reduced |
| Glenview Trust Co | 13,963 | $2.34M | 0.09% | 00.0% | Unchanged |
| BBR Partners, LLC | 13,979 | $2.34M | 0.19% | −50−0.4% | Reduced |
| Sawgrass Asset Management LLC | 14,036 | $2.35M | 0.24% | −4,595−24.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 14,108 | $2.36M | 1.62% | +5,391+61.8% | Added |
| Buckingham Strategic Wealth, LLC | 14,133 | $2.37M | 0.05% | +227+1.6% | Added |
| Bridgewater Associates, LP | 14,150 | $2.37M | 0.01% | +14,150 | New |
| Sawyer & Company, Inc | 14,158 | $2.37M | 1.12% | 00.0% | Unchanged |
| Accuvest Global Advisors | 13,827 | $2.37M | 1.12% | +11,910+621.3% | Added |
| Icon Advisers Inc | 14,200 | $2.38M | 0.40% | 00.0% | Unchanged |
| Proequities, Inc. | 14,229 | $2.38M | 0.15% | +309+2.2% | Added |
| Signet Investment Advisory Group, Inc. | 14,238 | $2.38M | 1.50% | +350+2.5% | Added |
| Private Asset Management Inc | 14,259 | $2.39M | 0.33% | −40−0.3% | Reduced |
| Blueshift Asset Management, LLC | 14,273 | $2.39M | 0.13% | +14,273 | New |
| Cito Capital Group, LLC | 14,300 | $2.40M | 1.12% | −2,000−12.3% | Reduced |
| Washington Trust Co | 14,443 | $2.42M | 0.07% | −112−0.8% | Reduced |
| Virtu Financial LLC | 14,662 | $2.46M | 0.22% | −3,459−19.1% | Reduced |
| Pettee Investors, Inc. | 14,681 | $2.46M | 1.15% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 14,754 | $2.47M | 0.83% | +9,754+195.1% | Added |
| Selway Asset Management | 14,860 | $2.49M | 1.36% | +185+1.3% | Added |
| Independent Investors Inc | 15,014 | $2.52M | 0.63% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 15,190 | $2.54M | 0.15% | +8,980+144.6% | Added |
| Valueworks LLC | 15,227 | $2.55M | 1.09% | +10.0% | Added |
| U S Global Investors Inc | 15,394 | $2.58M | 0.08% | +5,000+48.1% | Added |
| Hudson Valley Investment Advisors Inc | 15,420 | $2.58M | 0.44% | +4,938+47.1% | Added |
| Evercore Wealth Management, LLC | 15,431 | $2.58M | 0.05% | −785−4.8% | Reduced |
| LaFleur & Godfrey LLC | 15,492 | $2.60M | 0.36% | 00.0% | Unchanged |
| Van Eck Associates Corp | 15,560 | $2.61M | 0.01% | +736+5.0% | Added |
| Campbell Capital Management Inc | 15,580 | $2.61M | 1.14% | +15,580 | New |
| Brave Asset Management Inc | 15,615 | $2.62M | 0.76% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,658 | $2.62M | 0.08% | +912+6.2% | Added |
| Sigma Planning Corp | 15,666 | $2.63M | 0.08% | −875−5.3% | Reduced |
| Bank of Stockton | 15,748 | $2.64M | 0.81% | −55−0.3% | Reduced |
| Tower Bridge Advisors | 15,876 | $2.66M | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 15,871 | $2.66M | 0.15% | +111+0.7% | Added |
| Jackson Square Capital, LLC | 15,959 | $2.67M | 0.87% | −48−0.3% | Reduced |
| Naples Global Advisors, LLC | 15,970 | $2.67M | 0.35% | −195−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 16,134 | $2.70M | 0.18% | +601+3.9% | Added |
| Montag A & Associates Inc | 16,250 | $2.72M | 0.15% | 00.0% | Unchanged |
| TIAA Kaspick, LLC | 16,315 | $2.73M | 11.30% | −175−1.1% | Reduced |
| Cutler Group LP | 16,360 | $2.74M | 0.21% | +16,360 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,380 | $2.74M | 0.29% | −555−3.3% | Reduced |
| Peoples Financial Services Corp. | 16,394 | $2.75M | 1.16% | −185−1.1% | Reduced |
| Bennicas & Associates, Inc. | 16,412 | $2.75M | 1.55% | −175−1.1% | Reduced |
| Americana Partners, LLC | 16,512 | $2.77M | 0.67% | +14,516+727.3% | Added |
| Condor Capital Management | 16,563 | $2.77M | 0.30% | −280−1.7% | Reduced |
| Northstar Group, Inc. | 16,562 | $2.77M | 0.72% | −29−0.2% | Reduced |
| West Oak Capital, LLC | 16,710 | $2.80M | 1.09% | −745−4.3% | Reduced |