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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.

Institutional holdersQ3 2021: 1,879 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ3 2021: $111.2B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2021.

Institutions holding AXP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lake Street Advisors Group, LLC0$00.00%−5,487−100.0%Sold out
Verition Fund Management LLC0$00.00%−4,813−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−4,523−100.0%Sold out
XR Securities LLC0$00.00%−3,974−100.0%Sold out
Triumph Capital Management0$00.00%−3,066−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−3,101−100.0%Sold out
Appleton Group, LLC0$00.00%−2,815−100.0%Sold out
Landsberg, Bennett, & Dubbaneh LLC0$00.00%−2,792−100.0%Sold out
Trexquant Investment LP0$00.00%−2,649−100.0%Sold out
PRW Wealth Management LLC0$00.00%−2,480−100.0%Sold out
Madden Securities Corp0$00.00%−2,450−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−2,288−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−2,204−100.0%Sold out
Donaldson Capital Management, LLC0$00.00%−2,136−100.0%Sold out
Truadvice, LLC0$00.00%−1,977−100.0%Sold out
Waddell & Associates, LLC0$00.00%−2,042−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−1,979−100.0%Sold out
Royal Fund Management, LLC0$00.00%−1,916−100.0%Sold out
44 Wealth Management LLC0$00.00%−1,882−100.0%Sold out
Camarda Financial Advisors, LLC0$00.00%−1,788−100.0%Sold out
Livingston Group Asset Management CO (operating as Southport Capital Management)0$00.00%−1,665−100.0%Sold out
St. Louis Trust Co0$00.00%−1,640−100.0%Sold out
Stelac Advisory Services LLC0$00.00%−1,632−100.0%Sold out
DRW Securities, LLC0$00.00%−1,598−100.0%Sold out
Bouchey Financial Group Ltd0$00.00%−1,492−100.0%Sold out
Allen Capital Group, LLC0$00.00%−1,431−100.0%Sold out
Affinity Capital Advisors, LLC0$00.00%−1,431−100.0%Sold out
KLCM Advisors, Inc.0$00.00%−1,395−100.0%Sold out
Galvin, Gaustad & Stein, LLC0$00.00%−1,375−100.0%Sold out
Claybrook Capital, LLC0$00.00%−1,354−100.0%Sold out
Spark Investment Management LLC0$00.00%−1,300−100.0%Sold out
Harbor Financial Services, LLC0$00.00%−1,285−100.0%Sold out
Mycio Wealth Partners, LLC0$00.00%−1,282−100.0%Sold out
First National Bank of Omaha0$00.00%−1,492−100.0%Sold out
Bulltick Wealth Management, LLC0$00.00%−1,273−100.0%Sold out
Portland Global Advisors LLC0$00.00%−1,237−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−1,228−100.0%Sold out
Legacy Financial Advisors, Inc.0$00.00%−1,215−100.0%Sold out
WealthShield Partners, LLC0$00.00%−582−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−997−100.0%Sold out
Paloma Partners Management Co0$00.00%−960−100.0%Sold out
Red Door Wealth Management, LLC0$00.00%−703−100.0%Sold out
Cowa, LLC0$00.00%−105,000−100.0%Sold out
NewSquare Capital LLC0$00.00%−384−100.0%Sold out
Sit Investment Associates Inc0$00.00%−282−100.0%Sold out
Hexavest Inc.0$00.00%−207−100.0%Sold out
Ford Financial Group, LLC0$00.00%−174−100.0%Sold out
Financial Insights, Inc.0$00.00%−130−100.0%Sold out
IronBridge Private Wealth, LLC0$00.00%−100−100.0%Sold out
Paradigm, Strategies in Wealth Management, LLC0$00.00%−100−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−39−100.0%Sold out
Modus Advisors, LLC0$00.00%−23−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−26−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
Marathon Asset Management LLP––––Not filed
Pinnacle Wealth Advisors––––Not filed
Bel Air Investment Advisors LLC––––Not filed
MACRO Consulting Group––––Not filed
PNC Managed Account Solutions, Inc.––––Not filed
QS Investors, LLC––––Not filed
Snow Capital Management LP––––Not filed
Western Wealth Management, LLC––––Not filed
Usca Ria LLC––––Not filed
GoalVest Advisory LLC––––Not filed
CWM, LLC––––Not filed
Nachman Norwood & Parrott, Inc––––Not filed
20/20 Capital Management, Inc.––––Not filed
Kimelman & Baird, LLC––––Not filed
Princeton Portfolio Strategies Group LLC––––Not filed
Hoover Financial Advisors, Inc.––––Not filed
Glenview State Bank Trust Dept.––––Not filed
Baker Boyer National Bank––––Not filed
Rollins Financial––––Not filed
First Horizon Corp––––Not filed
Elmwood Wealth Management, Inc.––––Not filed
Castleview Partners, LLC––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
Cowen Prime Services LLC––––Not filed
Smith Asset Management Group LP––––Not filed