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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 23,355 | $3.91M | 0.10% | +4,252+22.3% | Added |
| Boston Private Wealth LLC | 23,494 | $3.94M | 0.05% | +2,079+9.7% | Added |
| Altshuler Shaham Ltd | 23,397 | $3.94M | 0.03% | −70.0% | Reduced |
| Hutner Capital Management Inc | 23,535 | $3.94M | 2.58% | −101−0.4% | Reduced |
| Impax Asset Management Group plc | 23,668 | $3.96M | 0.02% | +1,839+8.4% | Added |
| Ceera Investments, LLC | 23,679 | $3.97M | 2.18% | −40−0.2% | Reduced |
| Wedbush Securities Inc | 23,891 | $4.00M | 0.19% | +116+0.5% | Added |
| Scotia Capital Inc. | 24,094 | $4.04M | 0.03% | +4,496+22.9% | Added |
| Chicago Trust Co NA | 24,390 | $4.09M | 0.90% | −586−2.3% | Reduced |
| Concentric Wealth Management, LLC | 24,585 | $4.12M | 1.26% | −278−1.1% | Reduced |
| First Hawaiian Bank | 24,601 | $4.12M | 0.17% | +107+0.4% | Added |
| Homrich & Berg | 24,611 | $4.12M | 0.09% | +2,135+9.5% | Added |
| Advisor Partners LLC | 24,644 | $4.13M | 0.28% | −211−0.8% | Reduced |
| Fiduciary Group LLC | 22,893 | $4.14M | 0.47% | 00.0% | Unchanged |
| Bleichroeder LP | 25,000 | $4.19M | 0.68% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25,120 | $4.21M | 1.55% | +806+3.3% | Added |
| Hancock Whitney Corp | 25,165 | $4.22M | 0.15% | −357−1.4% | Reduced |
| Foster Group, Inc. | 25,269 | $4.23M | 0.41% | 00.0% | Unchanged |
| New England Asset Management Inc | 25,607 | $4.29M | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 25,844 | $4.33M | 0.13% | +4,511+21.1% | Added |
| Davy Global Fund Management Ltd | 25,932 | $4.34M | 0.66% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 25,973 | $4.35M | 2.46% | +679+2.7% | Added |
| Blue Zone Wealth Advisors, LLC | 26,167 | $4.38M | 1.52% | −86−0.3% | Reduced |
| Pine Ridge Advisers LLC | 26,500 | $4.44M | 1.25% | 00.0% | Unchanged |
| SRN Advisors, LLC | 26,532 | $4.44M | 2.06% | +2,889+12.2% | Added |
| Stratos Wealth Partners, LTD. | 26,661 | $4.47M | 0.11% | −854−3.1% | Reduced |
| National Asset Management, Inc. | 26,665 | $4.47M | 0.14% | +1,161+4.6% | Added |
| Roundview Capital LLC | 26,799 | $4.49M | 0.49% | −197−0.7% | Reduced |
| Park National Corp | 27,049 | $4.53M | 0.19% | −1,485−5.2% | Reduced |
| Trust Co of Vermont | 27,161 | $4.55M | 0.32% | +85+0.3% | Added |
| Cresset Asset Management, LLC | 27,167 | $4.55M | 0.06% | +1,093+4.2% | Added |
| Unison Asset Management LLC | 27,194 | $4.56M | 4.05% | −90−0.3% | Reduced |
| Jennison Associates LLC | 27,243 | $4.56M | 0.00% | +21,990+418.6% | Added |
| PFS Investments Inc. | 25,428 | $4.58M | 0.09% | +2,128+9.1% | Added |
| Pathstone Family Office, LLC | 27,422 | $4.59M | 0.13% | +3,285+13.6% | Added |
| Financial Partners Capital Management LLC | 27,428 | $4.60M | 0.84% | −640−2.3% | Reduced |
| D.A. Davidson & Co. | 27,648 | $4.63M | 0.05% | +42+0.2% | Added |
| First Interstate Bank | 27,693 | $4.64M | 0.48% | +746+2.8% | Added |
| First National Trust Co | 27,740 | $4.65M | 0.28% | +328+1.2% | Added |
| Avitas Wealth Management LLC | 27,863 | $4.67M | 0.85% | −161−0.6% | Reduced |
| Mitchell Capital Management Co | 27,915 | $4.68M | 1.05% | +536+2.0% | Added |
| Asset Dedication, LLC | 27,891 | $4.70M | 0.62% | +134+0.5% | Added |
| Freestone Capital Holdings, LLC | 28,100 | $4.71M | 0.24% | +450+1.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 28,387 | $4.76M | 0.57% | +429+1.5% | Added |
| Birmingham Capital Management Co Inc | 28,395 | $4.76M | 1.82% | −300−1.0% | Reduced |
| RPG Investment Advisory, LLC | 28,410 | $4.76M | 0.78% | −10,423−26.8% | Reduced |
| Richard Bernstein Advisors LLC | 28,539 | $4.78M | 0.10% | +1,375+5.1% | Added |
| Univest Financial Corp | 28,630 | $4.80M | 1.34% | −158−0.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 28,773 | $4.82M | 1.27% | +628+2.2% | Added |
| Adalta Capital Management LLC | 29,020 | $4.86M | 2.69% | −93−0.3% | Reduced |
| Front Barnett Associates LLC | 29,048 | $4.87M | 0.50% | −315−1.1% | Reduced |
| GFS Advisors, LLC | 29,145 | $4.88M | 1.06% | 00.0% | Unchanged |
| Connable Office Inc | 29,364 | $4.92M | 0.71% | −2,298−7.3% | Reduced |
| Hendershot Investments Inc. | 29,430 | $4.93M | 0.93% | +29,430 | New |
| Cetera Advisor Networks LLC | 29,491 | $4.94M | 0.07% | +2,880+10.8% | Added |
| 6 Meridian | 29,541 | $4.95M | 0.39% | +29,541 | New |
| Synovus Financial Corp | 29,606 | $4.96M | 0.05% | +1,072+3.8% | Added |
| Robeco Schweiz AG | 30,230 | $5.06M | 0.07% | +230+0.8% | Added |
| Goelzer Investment Management, Inc. | 30,421 | $5.10M | 0.45% | −4,018−11.7% | Reduced |
| Rinet Co LLC | 30,648 | $5.13M | 0.97% | +150.0% | Added |
| Perigon Wealth Management, LLC | 30,788 | $5.16M | 0.45% | +174+0.6% | Added |
| Beacon Pointe Advisors, LLC | 30,792 | $5.16M | 0.13% | +1,734+6.0% | Added |
| L & S Advisors Inc | 30,893 | $5.18M | 0.56% | +28,330+1,105.3% | Added |
| E. Ohman J:or Asset Management AB | 30,900 | $5.18M | 0.16% | +2,200+7.7% | Added |
| Caisse de Depot Et Placement du Quebec | 31,000 | $5.19M | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 31,176 | $5.22M | 1.06% | +349+1.1% | Added |
| Chartwell Investment Partners, LLC | 31,240 | $5.23M | 0.16% | +2,668+9.3% | Added |
| Choate Investment Advisors | 31,337 | $5.25M | 0.34% | −370−1.2% | Reduced |
| CMT Capital Markets Trading GmbH | 30,813 | $5.29M | 2.00% | +30,813 | New |
| AMG National Trust Bank | 31,745 | $5.32M | 0.17% | −160−0.5% | Reduced |
| Rodgers Brothers Inc. | 31,879 | $5.34M | 1.06% | −2,000−5.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 32,250 | $5.40M | 0.11% | +2,701+9.1% | Added |
| Guardian Capital Advisors LP | 31,341 | $5.41M | 0.56% | +260+0.8% | Added |
| Pavion Blue Capital, LLC | 32,390 | $5.43M | 3.37% | −146−0.4% | Reduced |
| Mercer Capital Advisers, Inc. | 32,399 | $5.43M | 2.90% | −950−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 32,501 | $5.45M | 0.08% | −25,067−43.5% | Reduced |
| Banque Cantonale Vaudoise | 32,880 | $5.51M | 0.24% | −500−1.5% | Reduced |
| Polar Capital Holdings Plc | 32,916 | $5.51M | 0.03% | −25,401−43.6% | Reduced |
| WoodTrust Financial Corp | 32,952 | $5.52M | 1.30% | +4,967+17.7% | Added |
| Olstein Capital Management, L.P. | 33,000 | $5.53M | 0.68% | −1,000−2.9% | Reduced |
| MAI Capital Management | 33,069 | $5.54M | 0.11% | +348+1.1% | Added |
| Atria Investments LLC | 33,400 | $5.60M | 0.10% | −569−1.7% | Reduced |
| Andra AP-fonden | 33,600 | $5.63M | 0.12% | 00.0% | Unchanged |
| Bokf, NA | 33,621 | $5.63M | 0.10% | +33,621 | New |
| Stokes Capital Advisors, LLC | 33,785 | $5.66M | 1.83% | +591+1.8% | Added |
| Veritable, L.P. | 33,848 | $5.67M | 0.09% | +184+0.5% | Added |
| Natixis | 34,025 | $5.70M | 0.02% | +6,828+25.1% | Added |
| Searle & Co. | 34,090 | $5.71M | 2.34% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 34,347 | $5.75M | 3.28% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 34,449 | $5.77M | 2.79% | +710+2.1% | Added |
| Drexel Morgan & Co. | 34,530 | $5.79M | 1.86% | 00.0% | Unchanged |
| Meyer Handelman Co | 34,560 | $5.79M | 0.24% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 34,730 | $5.82M | 0.27% | 00.0% | Unchanged |
| Gillson Capital LP | 35,232 | $5.90M | 0.43% | +35,232 | New |
| Overbrook Management Corp | 35,272 | $5.91M | 1.28% | 00.0% | Unchanged |
| SP Asset Management | 33,306 | $5.93M | 0.62% | +74+0.2% | Added |
| NFJ Investment Group, LLC | 35,427 | $5.93M | 0.12% | −1,839−4.9% | Reduced |
| One Capital Management, LLC | 35,573 | $5.96M | 0.49% | −2,278−6.0% | Reduced |
| Bell Asset Management Ltd | 35,676 | $5.98M | 1.02% | −65−0.2% | Reduced |
| Stansberry Asset Management, LLC | 35,974 | $6.03M | 1.21% | +1,435+4.2% | Added |