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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 1,149 | $192.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,157 | $194.0K | 0.00% | −6,445−84.8% | Reduced |
| CNB Bank | 1,163 | $195.0K | 0.12% | −35−2.9% | Reduced |
| Assetmark, Inc | 1,169 | $196.0K | 0.00% | +148+14.5% | Added |
| State of Wyoming | 1,172 | $196.0K | 0.13% | +411+54.0% | Added |
| TFC Financial Management | 1,191 | $200.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,193 | $200.0K | 0.01% | +821+220.7% | Added |
| Verus Financial Partners, Inc. | 1,133 | $200.0K | 0.03% | +1,133 | New |
| Fiera Capital Corp | 1,200 | $201.0K | 0.00% | −300−20.0% | Reduced |
| Firestone Capital Management | 1,215 | $201.0K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,200 | $201.0K | 0.01% | +1,200 | New |
| Reinhart Partners, Inc. | 1,200 | $201.0K | 0.01% | +1,200 | New |
| Nations Financial Group Inc, | 1,198 | $201.0K | 0.03% | +1,198 | New |
| Montgomery Investment Management Inc | 1,201 | $201.0K | 0.08% | +1,201 | New |
| Burt Wealth Advisors | 1,197 | $201.0K | 0.06% | +1,197 | New |
| First National Corp | 1,206 | $202.0K | 0.05% | +1,206 | New |
| Nadler Financial Group, Inc. | 1,208 | $202.0K | 0.03% | +1,208 | New |
| Soltis Investment Advisors LLC | 1,208 | $202.0K | 0.03% | +1,208 | New |
| Tiedemann Advisors, LLC | 1,215 | $204.0K | 0.01% | −4,162−77.4% | Reduced |
| Wealth Management Partners, LLC | 1,216 | $204.0K | 0.15% | 00.0% | Unchanged |
| XML Financial, LLC | 1,232 | $206.0K | 0.03% | +1,232 | New |
| Long Road Investment Counsel, LLC | 1,233 | $207.0K | 0.09% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 1,238 | $207.0K | 0.07% | +1,238 | New |
| Blue Square Asset Management, LLC | 1,240 | $208.0K | 0.13% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,247 | $209.0K | 0.10% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,245 | $209.0K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,247 | $209.0K | 0.03% | +9+0.7% | Added |
| Cardan Capital Partners, LLC | 1,254 | $210.0K | 0.02% | −88−6.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,258 | $211.0K | 0.01% | +20+1.6% | Added |
| Bank of the West | 1,258 | $211.0K | 0.02% | +1,258 | New |
| Vivaldi Capital Management, LLC | 1,266 | $212.0K | 0.05% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,265 | $212.0K | 0.00% | 00.0% | Unchanged |
| Motco | 1,270 | $213.0K | 0.01% | −1,080−46.0% | Reduced |
| Summit Asset Management, LLC | 1,270 | $213.0K | 0.07% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,269 | $213.0K | 0.09% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,269 | $213.0K | 0.02% | +25+2.0% | Added |
| Transcend Wealth Collective, LLC | 1,187 | $215.0K | 0.02% | −488−29.1% | Reduced |
| Paradigm Financial Advisors, LLC | 1,285 | $215.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,288 | $216.0K | 0.02% | +62+5.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,292 | $216.0K | 0.03% | +1,292 | New |
| Cedar Brook Financial Partners, LLC | 1,287 | $216.0K | 0.06% | +1,287 | New |
| Port Capital LLC | 1,295 | $217.0K | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,295 | $217.0K | 0.00% | +1,295 | New |
| Summit Place Financial Advisors, LLC | 1,298 | $217.0K | 0.16% | +1,298 | New |
| Fulcrum Capital LLC | 1,300 | $218.0K | 0.05% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,302 | $218.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,302 | $218.0K | 0.04% | +71+5.8% | Added |
| Oxinas Partners Wealth Management LLC | 1,312 | $220.0K | 0.13% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,320 | $221.0K | 0.06% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,321 | $221.0K | 0.02% | +35+2.7% | Added |
| Qci Asset Management Inc | 1,322 | $221.0K | 0.01% | +1,322 | New |
| PBMares Wealth Management LLC | 1,329 | $223.0K | 0.11% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 1,280 | $223.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,350 | $226.0K | 0.06% | +1,350 | Added |
| Sentinel Trust Co Lba | 1,354 | $227.0K | 0.04% | −2,025−59.9% | Reduced |
| MBA Advisors LLC | 1,357 | $227.0K | 0.17% | −30−2.2% | Reduced |
| Burns J W & Co Inc | 1,353 | $227.0K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,354 | $227.0K | 0.08% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,365 | $229.0K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,375 | $230.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,371 | $230.0K | 0.20% | +1,371 | New |
| CapWealth Advisors, LLC | 1,377 | $231.0K | 0.03% | −120−8.0% | Reduced |
| Providence Capital Advisors, LLC | 1,377 | $231.0K | 0.07% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,388 | $232.0K | 0.02% | +1,388 | New |
| Oxbow Advisors, LLC | 1,395 | $234.0K | 0.02% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,396 | $234.0K | 0.08% | +1,396 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $235.0K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,400 | $235.0K | 0.22% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,367 | $236.0K | 0.36% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,417 | $237.0K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,414 | $237.0K | 0.01% | +1,414 | New |
| G&S Capital LLC | 1,421 | $238.0K | 0.13% | −164−10.3% | Reduced |
| Redwood Investment Management, LLC | 1,418 | $238.0K | 0.03% | +1,418 | New |
| BTC Capital Management, Inc. | 1,429 | $240.0K | 0.03% | −8−0.6% | Reduced |
| Colonial Trust Advisors | 1,431 | $240.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,435 | $240.0K | 0.05% | +30+2.1% | Added |
| Rosenberg Matthew Hamilton | 1,432 | $240.0K | 0.09% | +402+39.0% | Added |
| Annex Advisory Services, LLC | 1,437 | $241.0K | 0.02% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $242.0K | 0.06% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,389 | $242.0K | 0.22% | +90+6.9% | Added |
| Middleton & Co Inc | 1,450 | $243.0K | 0.03% | −400−21.6% | Reduced |
| Autus Asset Management, LLC | 1,450 | $243.0K | 0.03% | −60−4.0% | Reduced |
| Cozad Asset Management Inc | 1,450 | $243.0K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,449 | $243.0K | 0.11% | +1,326+1,078.0% | Added |
| Independence Bank of Kentucky | 1,455 | $244.0K | 0.11% | −75−4.9% | Reduced |
| Fagan Associates, Inc. | 1,460 | $245.0K | 0.05% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,475 | $247.0K | 0.17% | +1,475 | New |
| Abacus Planning Group, Inc. | 1,483 | $248.0K | 0.08% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,487 | $249.0K | 0.02% | −599−28.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,483 | $249.0K | 0.03% | −14−0.9% | Reduced |
| Delta Asset Management LLC | 1,486 | $249.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 1,492 | $250.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,500 | $251.0K | 0.06% | −12−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,500 | $251.0K | 0.07% | −14−0.9% | Reduced |
| Professional Advisory Services Inc | 1,500 | $251.0K | 0.04% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $251.0K | 0.12% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,500 | $251.0K | 0.05% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,505 | $252.0K | 0.09% | −389−20.5% | Reduced |
| Smith, Moore & Co. | 1,512 | $253.0K | 0.04% | −53−3.4% | Reduced |
| City Holding Co | 1,510 | $253.0K | 0.04% | 00.0% | Unchanged |