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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 16,711 | $2.80M | 0.54% | −11−0.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,811 | $2.82M | 1.52% | +16,811 | New |
| JustInvest LLC | 16,826 | $2.82M | 0.25% | −3,127−15.7% | Reduced |
| Credit Agricole S A | 17,030 | $2.85M | 0.10% | +4,551+36.5% | Added |
| Everence Capital Management Inc | 17,094 | $2.86M | 0.24% | 00.0% | Unchanged |
| Columbia Asset Management | 17,122 | $2.87M | 0.63% | +428+2.6% | Added |
| BFSG, LLC | 17,153 | $2.87M | 0.44% | −26−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,160 | $2.87M | 0.66% | +70+0.4% | Added |
| Wellington Shields Capital Management, LLC | 17,173 | $2.88M | 0.39% | −1,304−7.1% | Reduced |
| NVWM, LLC | 17,201 | $2.88M | 1.04% | +199+1.2% | Added |
| Eads & Heald Wealth Management | 17,221 | $2.88M | 1.39% | +60+0.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $2.90M | 0.33% | 00.0% | Unchanged |
| Elgethun Capital Management | 17,290 | $2.90M | 1.00% | −254−1.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,386 | $2.91M | 0.25% | −1,065−5.8% | Reduced |
| Silvant Capital Management LLC | 17,396 | $2.91M | 0.52% | −3,245−15.7% | Reduced |
| Howland Capital Management LLC | 17,412 | $2.92M | 0.15% | +20+0.1% | Added |
| Lido Advisors, LLC | 17,454 | $2.92M | 0.07% | −2,590−12.9% | Reduced |
| Salvus Wealth Management, LLC | 17,497 | $2.93M | 2.39% | +278+1.6% | Added |
| Jag Capital Management, LLC | 17,532 | $2.94M | 0.23% | −437−2.4% | Reduced |
| Assenagon Asset Management S.A. | 17,662 | $2.96M | 0.01% | +7,350+71.3% | Added |
| Ethic Inc. | 17,698 | $2.96M | 0.30% | −8,963−33.6% | Reduced |
| Callahan Advisors, LLC | 17,715 | $2.97M | 0.37% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,723 | $2.97M | 0.22% | −1,083−5.8% | Reduced |
| Jefferies Group LLC | 17,937 | $3.00M | 0.07% | +16,350+1,030.2% | Added |
| Altium Wealth Management LLC | 18,016 | $3.02M | 0.22% | −84−0.5% | Reduced |
| Courier Capital LLC | 18,049 | $3.02M | 0.29% | +422+2.4% | Added |
| Murphy Capital Management Inc | 18,091 | $3.03M | 0.35% | −85−0.5% | Reduced |
| Umb Bank N A | 18,172 | $3.04M | 0.07% | −450−2.4% | Reduced |
| WP Advisors, LLC | 18,208 | $3.05M | 1.25% | −275−1.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,292 | $3.06M | 0.34% | −256−1.4% | Reduced |
| First Mercantile Trust Co | 18,294 | $3.06M | 0.41% | −663−3.5% | Reduced |
| Pacifica Capital Investments, LLC | 18,400 | $3.08M | 1.00% | −30−0.2% | Reduced |
| IBM Retirement Fund | 18,450 | $3.09M | 0.24% | +42+0.2% | Added |
| Hotaling Investment Management, LLC | 18,462 | $3.09M | 1.29% | +399+2.2% | Added |
| People's United Financial, Inc. | 18,575 | $3.11M | 0.07% | −51−0.3% | Reduced |
| Mount Vernon Associates Inc | 18,586 | $3.11M | 2.85% | +400+2.2% | Added |
| EP Wealth Advisors, LLC | 18,597 | $3.12M | 0.09% | +735+4.1% | Added |
| World Asset Management Inc | 18,599 | $3.12M | 0.31% | −1,607−8.0% | Reduced |
| Shelton Capital Management | 18,620 | $3.12M | 0.12% | 00.0% | Unchanged |
| Busey Wealth Management | 18,872 | $3.16M | 0.13% | +2,052+12.2% | Added |
| Old Dominion Capital Management Inc | 18,905 | $3.17M | 0.68% | +23+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 18,995 | $3.18M | 0.62% | +216+1.2% | Added |
| Northern Oak Wealth Management Inc | 19,131 | $3.21M | 0.39% | −29,153−60.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,132 | $3.21M | 0.07% | +3,466+22.1% | Added |
| RNC Capital Management LLC | 19,149 | $3.21M | 0.17% | +573+3.1% | Added |
| Stonnington Group, LLC | 18,506 | $3.24M | 0.72% | −530−2.8% | Reduced |
| Triasima Portfolio Management inc. | 19,380 | $3.25M | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,401 | $3.25M | 0.18% | +197+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 19,457 | $3.26M | 0.96% | +1,452+8.1% | Added |
| Ropes Wealth Advisors LLC | 19,544 | $3.27M | 0.52% | −297−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,611 | $3.29M | 0.27% | +305+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 19,665 | $3.29M | 0.22% | −3,534−15.2% | Reduced |
| Varma Mutual Pension Insurance Co | 19,735 | $3.31M | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 19,846 | $3.32M | 0.25% | −570−2.8% | Reduced |
| Fundamentun, LLC | 19,858 | $3.33M | 0.58% | +2,183+12.4% | Added |
| Cullen Capital Management LLC | 19,956 | $3.34M | 0.03% | +12,873+181.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $3.35M | 1.42% | −20,000−50.0% | Reduced |
| Regentatlantic Capital LLC | 20,078 | $3.36M | 0.10% | +4,270+27.0% | Added |
| Wetherby Asset Management Inc | 20,114 | $3.37M | 0.21% | +81+0.4% | Added |
| River & Mercantile Asset Management LLP | 20,134 | $3.37M | 0.26% | −1,000−4.7% | Reduced |
| Bessemer Group Inc | 20,146 | $3.38M | 0.01% | −864−4.1% | Reduced |
| Eqis Capital Management, Inc. | 20,605 | $3.45M | 0.26% | +652+3.3% | Added |
| BancorpSouth Bank | 20,676 | $3.46M | 0.48% | −12,026−36.8% | Reduced |
| Raymond James Trust N.A. | 20,764 | $3.48M | 0.12% | +2,103+11.3% | Added |
| Lincoln National Corp | 20,824 | $3.49M | 0.08% | +363+1.8% | Added |
| Chase Investment Counsel Corp | 21,005 | $3.52M | 1.51% | −13,531−39.2% | Reduced |
| Cubist Systematic Strategies, LLC | 21,180 | $3.55M | 0.04% | +20,884+7,055.4% | Added |
| Essex Investment Management Co LLC | 21,235 | $3.56M | 0.44% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 21,339 | $3.58M | 0.37% | −1,400−6.2% | Reduced |
| Coldstream Capital Management Inc | 35,790 | $3.59M | 0.17% | +30,360+559.1% | Added |
| Beacon Investment Advisory Services, Inc. | 21,475 | $3.60M | 0.15% | +12+0.1% | Added |
| Tdam USA Inc. | 21,512 | $3.60M | 0.24% | +1,695+8.6% | Added |
| Steel Peak Wealth Management LLC | 21,593 | $3.62M | 0.25% | +16,971+367.2% | Added |
| Lakeview Capital Partners, LLC | 21,606 | $3.62M | 1.67% | −248−1.1% | Reduced |
| Kingfisher Capital LLC | 21,645 | $3.63M | 0.94% | +505+2.4% | Added |
| Mirova | 21,730 | $3.64M | 0.47% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 21,732 | $3.64M | 0.66% | +140+0.6% | Added |
| HighPoint Advisor Group LLC | 21,739 | $3.64M | 0.36% | +739+3.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 21,908 | $3.67M | 1.19% | −323−1.5% | Reduced |
| Haverford Trust Co | 21,937 | $3.67M | 0.04% | −20,535−48.3% | Reduced |
| Covington Capital Management | 22,097 | $3.70M | 0.14% | −150−0.7% | Reduced |
| Verdence Capital Advisors LLC | 22,284 | $3.73M | 0.49% | −69−0.3% | Reduced |
| Family Management Corp | 22,339 | $3.74M | 1.03% | −1,422−6.0% | Reduced |
| Grandfield & Dodd, LLC | 22,386 | $3.75M | 0.26% | +942+4.4% | Added |
| Venture Visionary Partners LLC | 22,432 | $3.76M | 0.27% | +9,468+73.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,501 | $3.77M | 0.19% | −79−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,505 | $3.77M | 0.07% | +3,328+17.4% | Added |
| Independent Advisor Alliance | 22,524 | $3.77M | 0.21% | +3,700+19.7% | Added |
| Strategic Wealth Designers | 22,440 | $3.79M | 1.13% | +4,219+23.2% | Added |
| Twin Tree Management, LP | 22,651 | $3.79M | 0.11% | −19,734−46.6% | Reduced |
| Clifford Capital Partners LLC | 22,759 | $3.81M | 3.49% | −5,508−19.5% | Reduced |
| Fort Washington Investment Advisors Inc | 22,841 | $3.83M | 0.02% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $3.85M | 0.43% | 00.0% | Unchanged |
| Castleark Management LLC | 22,975 | $3.85M | 0.15% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 22,975 | $3.85M | 0.15% | +22,975 | New |
| Azimuth Capital Management LLC | 22,986 | $3.85M | 0.17% | −400−1.7% | Reduced |
| RBF Capital, LLC | 23,000 | $3.85M | 0.22% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 23,175 | $3.88M | 0.92% | +41+0.2% | Added |
| Cetera Investment Advisers | 23,276 | $3.90M | 0.06% | −2,104−8.3% | Reduced |
| Voloridge Investment Management, LLC | 23,276 | $3.90M | 0.03% | +23,276 | New |