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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 393 | $66.0K | 0.02% | +1+0.3% | Added |
| Field & Main Bank | 400 | $67.0K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 400 | $70.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 437 | $73.2K | 0.03% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 442 | $74.0K | 0.07% | −11,785−96.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 450 | $75.0K | 0.04% | +200+80.0% | Added |
| Alpha Paradigm Partners, LLC | 450 | $75.0K | 0.03% | +450 | New |
| Sirios Capital Management L P | 456 | $76.0K | 0.01% | −251−35.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 461 | $77.0K | 0.03% | +177+62.3% | Added |
| Pacific Center for Financial Services | 466 | $78.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 466 | $78.0K | 0.02% | +166+55.3% | Added |
| Harvest Fund Management Co., Ltd | 473 | $79.0K | 0.02% | −235−33.2% | Reduced |
| Godsey & Gibb Associates | 480 | $80.0K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 484 | $81.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 492 | $82.0K | 0.02% | +1+0.2% | Added |
| Farmers & Merchants Investments Inc | 501 | $84.0K | 0.00% | −63−11.2% | Reduced |
| Pittenger & Anderson Inc | 500 | $84.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $84.0K | 0.10% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $84.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 505 | $84.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 507 | $85.0K | 0.05% | +40+8.6% | Added |
| Heritage Wealth Management, LLC | 513 | $86.0K | 0.03% | −9,731−95.0% | Reduced |
| Pinnacle Bancorp, Inc. | 520 | $87.0K | 0.03% | −225−30.2% | Reduced |
| AlphaMark Advisors, LLC | 518 | $87.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 519 | $87.0K | 0.01% | +15+3.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 520 | $87.0K | 0.08% | +520 | New |
| PSI Advisors, LLC | 522 | $87.0K | 0.04% | +522 | New |
| Riggs Asset Managment Co. Inc. | 525 | $88.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 528 | $88.0K | 0.01% | +33+6.7% | Added |
| Wealth Quarterback LLC | 544 | $92.0K | 0.06% | +1+0.2% | Added |
| Westchester Capital Management, Inc. | 560 | $94.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 565 | $95.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $95.5K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 571 | $96.0K | 0.03% | +311+119.6% | Added |
| Lumature Wealth Partners, LLC | 579 | $97.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 593 | $99.0K | 0.00% | −10−1.7% | Reduced |
| Fortis Advisors, LLC | 588 | $99.0K | 0.06% | 00.0% | Unchanged |
| Standard Family Office LLC | 600 | $101.0K | 0.03% | −2,531−80.8% | Reduced |
| Orion Capital Management LLC | 600 | $101.0K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 610 | $102.0K | 0.01% | +310+103.3% | Added |
| Raffa Wealth Management, LLC | 617 | $103.4K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 621 | $104.0K | 0.02% | −16−2.5% | Reduced |
| Savior LLC | 624 | $105.0K | 0.11% | −102−14.0% | Reduced |
| Tradewinds Capital Management, LLC | 632 | $106.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 642 | $107.0K | 0.05% | +642 | New |
| Logan Capital Management Inc | 665 | $111.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $115.0K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 687 | $115.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 662 | $115.0K | 0.09% | +182+37.9% | Added |
| Concord Wealth Partners | 692 | $116.0K | 0.05% | −475−40.7% | Reduced |
| Gemmer Asset Management LLC | 694 | $116.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 700 | $117.0K | 0.00% | +2+0.3% | Added |
| Benjamin Edwards Inc | 699 | $117.0K | 0.07% | +69+11.0% | Added |
| CKW Financial Group | 690 | $120.0K | 0.02% | +40+6.2% | Added |
| Baron Financial Group, LLC | 721 | $120.8K | 0.07% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 721 | $121.0K | 0.10% | +2+0.3% | Added |
| Tarbox Family Office, Inc. | 731 | $122.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 730 | $122.4K | 0.07% | −119,821−99.4% | Reduced |
| Gryphon Financial Partners LLC | 734 | $123.0K | 0.03% | +734 | New |
| Psagot Investment House Ltd. | 740 | $124.0K | 0.02% | −30,681−97.6% | Reduced |
| Versant Capital Management, Inc | 739 | $124.0K | 0.04% | −3−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 740 | $124.0K | 0.02% | +740 | New |
| Highlander Capital Management, LLC | 750 | $126.0K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 755 | $126.0K | 0.06% | +191+33.9% | Added |
| Endurance Wealth Management, Inc. | 775 | $130.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 773 | $130.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 785 | $132.0K | 0.05% | +785 | New |
| Harel Insurance Investments & Financial Services Ltd. | 794 | $133.0K | 0.00% | −5,918−88.2% | Reduced |
| First Financial Corp | 795 | $133.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 793 | $133.0K | 0.03% | +148+22.9% | Added |
| Ancora Advisors, LLC | 797 | $134.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 809 | $136.0K | 0.04% | −806−49.9% | Reduced |
| BerganKDV Wealth Management, LLC | 816 | $137.0K | 0.02% | +95+13.2% | Added |
| Tobam | 842 | $141.0K | 0.01% | +374+79.9% | Added |
| Freedman Financial Associates, Inc. | 849 | $142.0K | 0.10% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 860 | $144.0K | 0.09% | +201+30.5% | Added |
| QVR LLC | 862 | $144.0K | 0.29% | +417+93.7% | Added |
| Liberty Wealth Management LLC | 860 | $145.0K | 0.05% | −1,170−57.6% | Reduced |
| Bellwether Advisors, LLC | 866 | $145.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 862 | $145.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 865 | $145.0K | 0.02% | +156+22.0% | Added |
| C M Bidwell & Associates Ltd | 869 | $146.0K | 0.10% | +19+2.2% | Added |
| West Branch Capital LLC | 884 | $148.0K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $150.8K | 0.06% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 915 | $153.0K | 0.06% | +915 | New |
| Sierra Capital LLC | 993 | $166.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,000 | $168.0K | 0.10% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $168.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $168.0K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,006 | $169.0K | 0.04% | +19+1.9% | Added |
| Financial Management Professionals, Inc. | 1,015 | $170.0K | 0.04% | +58+6.1% | Added |
| Key Financial Inc | 1,040 | $174.0K | 0.10% | +17+1.7% | Added |
| Global Financial Private Client, LLC | 1,014 | $176.4K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,055 | $177.0K | 0.10% | +1+0.1% | Added |
| Atlas Private Wealth Advisors | 1,063 | $178.0K | 0.09% | −20−1.8% | Reduced |
| Norway Savings Bank | 1,098 | $184.0K | 0.09% | +384+53.8% | Added |
| Centaurus Financial, Inc. | 1,105 | $185.0K | 0.02% | −44−3.8% | Reduced |
| Accel Wealth Management | 1,130 | $189.0K | 0.12% | +870+334.6% | Added |
| SRS Capital Advisors, Inc. | 1,138 | $191.0K | 0.03% | −284−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,140 | $191.0K | 0.02% | +250+28.1% | Added |