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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 1,514 | $253.0K | 0.15% | +632+71.7% | Added |
| Pettyjohn, Wood & White, Inc | 1,519 | $254.0K | 0.06% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,524 | $255.0K | 0.07% | −250−14.1% | Reduced |
| Bridge Creek Capital Management LLC | 1,525 | $255.0K | 0.09% | 00.0% | Unchanged |
| Solitude Financial Services | 1,532 | $257.0K | 0.18% | −465−23.3% | Reduced |
| Thoroughbred Financial Services, LLC | 1,538 | $257.0K | 0.06% | +1+0.1% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $257.0K | 0.22% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,540 | $258.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,540 | $258.0K | 0.03% | +89+6.1% | Added |
| Whitener Capital Management, Inc. | 2,150 | $259.0K | 0.12% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,544 | $259.0K | 0.26% | −39−2.5% | Reduced |
| Centric Wealth Management | 1,544 | $259.0K | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,554 | $260.0K | 0.02% | +128+9.0% | Added |
| Avantax Planning Partners, Inc. | 1,569 | $263.0K | 0.01% | −44−2.7% | Reduced |
| LCNB Corp | 1,577 | $264.0K | 0.13% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,574 | $264.0K | 0.18% | +1+0.1% | Added |
| United Bank | 1,575 | $264.0K | 0.04% | +100+6.8% | Added |
| Calton & Associates, Inc. | 1,579 | $264.0K | 0.06% | +149+10.4% | Added |
| Hall Laurie J Trustee | 1,579 | $265.0K | 0.10% | −10−0.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $265.0K | 0.12% | +1,579 | New |
| Northwest Bancshares, Inc. | 1,589 | $266.0K | 0.06% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,582 | $267.0K | 0.04% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 1,599 | $267.9K | 0.08% | +1+0.1% | Added |
| Optimum Investment Advisors | 1,600 | $268.0K | 0.11% | −500−23.8% | Reduced |
| Puzo Michael J | 1,600 | $268.0K | 0.08% | 00.0% | Unchanged |
| Truehand, Inc | 1,600 | $268.0K | 0.16% | 00.0% | Unchanged |
| Summit Global Investments | 1,600 | $268.0K | 0.02% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $268.0K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 1,608 | $269.0K | 0.03% | −18−1.1% | Reduced |
| Midwest Professional Planners, LTD. | 1,606 | $269.0K | 0.14% | +13+0.8% | Added |
| HBW Advisory Services LLC | 1,607 | $269.0K | 0.07% | +109+7.3% | Added |
| Elevated Capital Advisors, LLC | 1,610 | $270.0K | 0.09% | +1,610 | New |
| Independent Solutions Wealth Management, LLC | 1,620 | $271.4K | 0.07% | +18+1.1% | Added |
| Financial Architects, Inc | 1,624 | $272.0K | 0.04% | −852−34.4% | Reduced |
| Graypoint LLC | 1,624 | $272.0K | 0.03% | +260+19.1% | Added |
| Bremer Bank National Association | 1,631 | $273.0K | 0.05% | −165−9.2% | Reduced |
| CPWM, LLC | 1,630 | $273.0K | 0.03% | −33−2.0% | Reduced |
| Vigilant Capital Management, LLC | 1,627 | $273.0K | 0.02% | +127+8.5% | Added |
| First Business Financial Services, Inc. | 1,630 | $273.0K | 0.03% | +287+21.4% | Added |
| Blue Fin Capital, Inc. | 1,637 | $274.0K | 0.08% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,644 | $275.0K | 0.10% | +19+1.2% | Added |
| Foster & Motley Inc | 1,648 | $276.0K | 0.02% | −151−8.4% | Reduced |
| Skba Capital Management LLC | 1,650 | $276.0K | 0.06% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,645 | $276.0K | 0.05% | +1+0.1% | Added |
| Flagship Private Wealth, LLC | 1,654 | $277.0K | 0.22% | +1+0.1% | Added |
| Convergence Investment Partners, LLC | 1,658 | $278.0K | 0.15% | −422−20.3% | Reduced |
| Bahl & Gaynor Inc | 1,663 | $279.0K | 0.00% | −115−6.5% | Reduced |
| Blume Capital Management, Inc. | 1,663 | $279.0K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,665 | $279.0K | 0.02% | +257+18.3% | Added |
| Laird Norton Trust Company, LLC | 1,672 | $280.0K | 0.03% | −160−8.7% | Reduced |
| Verity & Verity, LLC | 1,624 | $280.0K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,673 | $280.0K | 0.04% | +226+15.6% | Added |
| Warren Averett Asset Management, LLC | 1,542 | $280.0K | 0.02% | +1,542 | New |
| Michael B. Yongue | 1,675 | $281.0K | 0.21% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,678 | $281.0K | 0.02% | +309+22.6% | Added |
| Stratos Wealth Advisors, LLC | 1,689 | $283.0K | 0.02% | −270−13.8% | Reduced |
| Sittner & Nelson, LLC | 1,686 | $283.0K | 0.18% | +1+0.1% | Added |
| MEMBERS Trust Co | 1,657 | $284.0K | 0.01% | −85−4.9% | Reduced |
| PDS Planning, Inc | 1,695 | $284.0K | 0.07% | +160+10.4% | Added |
| Guyasuta Investment Advisors Inc | 1,705 | $286.0K | 0.02% | +55+3.3% | Added |
| Investors Research Corp | 1,713 | $287.0K | 0.10% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $289.0K | 0.01% | −1,000−36.7% | Reduced |
| Traphagen Investment Advisors LLC | 1,728 | $289.5K | 0.05% | +100+6.1% | Added |
| Capital Asset Advisory Services LLC | 1,742 | $292.0K | 0.03% | +3+0.2% | Added |
| Kelman-Lazarov, Inc. | 1,750 | $293.0K | 0.10% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,746 | $293.0K | 0.16% | +1,746 | New |
| Zevenbergen Capital Investments LLC | 1,760 | $295.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,760 | $295.0K | 0.08% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,763 | $296.0K | 0.04% | −350−16.6% | Reduced |
| HCR Wealth Advisors | 1,765 | $296.0K | 0.05% | 00.0% | Unchanged |
| Windsor Group LTD | 1,704 | $296.0K | 0.06% | −19−1.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,771 | $297.0K | 0.08% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,773 | $297.0K | 0.04% | +112+6.7% | Added |
| Adirondack Trust Co | 1,730 | $300.0K | 0.14% | −50−2.8% | Reduced |
| Granite Investment Advisors, LLC | 1,797 | $301.0K | 0.05% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,800 | $302.0K | 0.06% | −134−6.9% | Reduced |
| Wealthquest Corp | 1,807 | $302.0K | 0.05% | −43−2.3% | Reduced |
| Farr Miller & Washington LLC | 1,804 | $302.0K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,805 | $302.0K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,721 | $303.0K | 0.07% | −362−17.4% | Reduced |
| Glassman Wealth Services | 1,808 | $303.0K | 0.06% | −38−2.1% | Reduced |
| Trellis Advisors, LLC | 1,817 | $304.0K | 0.16% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,814 | $304.0K | 0.14% | +7+0.4% | Added |
| Carnegie Capital Asset Management, LLC | 1,822 | $305.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,820 | $305.0K | 0.22% | +291+19.0% | Added |
| KCS Wealth Advisory | 1,827 | $306.0K | 0.14% | −310−14.5% | Reduced |
| Reilly Financial Advisors, LLC | 1,835 | $307.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,836 | $308.0K | 0.02% | −92−4.8% | Reduced |
| Nottingham Advisors, Inc. | 1,842 | $309.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,845 | $309.0K | 0.03% | +1,845 | New |
| Weybosset Research & Management LLC | 1,850 | $310.0K | 0.13% | −100−5.1% | Reduced |
| Hallmark Capital Management Inc | 1,855 | $311.0K | 0.03% | −100−5.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,859 | $311.0K | 0.02% | +264+16.6% | Added |
| Washington Capital Management Inc | 1,862 | $311.9K | 0.28% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,865 | $312.0K | 0.07% | −5−0.3% | Reduced |
| First National Bank | 1,863 | $312.0K | 0.30% | +1,863 | New |
| Marino, Stram & Associates LLC | 1,869 | $313.0K | 0.11% | −2,789−59.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,879 | $314.0K | 0.03% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,879 | $315.0K | 0.07% | +241+14.7% | Added |
| Windsor Capital Management, LLC | 1,898 | $317.0K | 0.10% | +2+0.1% | Added |