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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 1,892 | $317.0K | 0.11% | +8+0.4% | Added |
| Continuum Advisory, LLC | 1,892 | $317.0K | 0.08% | +641+51.2% | Added |
| Axiom Financial Strategies, LLC | 1,898 | $318.0K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,901 | $318.0K | 0.05% | +77+4.2% | Added |
| Hanson & Doremus Investment Management | 1,897 | $318.0K | 0.07% | −29−1.5% | Reduced |
| Arkadios Wealth Advisors | 1,911 | $320.0K | 0.05% | −1,528−44.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,914 | $320.0K | 0.10% | +160+9.1% | Added |
| Private Capital Management LLC | 1,913 | $321.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 1,927 | $322.0K | 0.04% | +2+0.1% | Added |
| Dearborn Partners LLC | 1,935 | $324.0K | 0.01% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $324.0K | 0.13% | 00.0% | Unchanged |
| Titus Wealth Management | 1,938 | $325.0K | 0.17% | +45+2.4% | Added |
| Davidson Trust Co | 1,948 | $327.0K | 0.25% | −140−6.7% | Reduced |
| Marcum Wealth, LLC | 1,951 | $327.0K | 0.05% | +1,951 | New |
| FinTrust Capital Advisors, LLC | 1,970 | $330.0K | 0.09% | +51+2.7% | Added |
| Cahill Financial Advisors Inc | 1,975 | $331.0K | 0.07% | −475−19.4% | Reduced |
| Allred Capital Management, LLC | 1,975 | $331.0K | 0.17% | −262−11.7% | Reduced |
| Merit Financial Group, LLC | 1,977 | $331.0K | 0.03% | +200+11.3% | Added |
| Laidlaw Wealth Management LLC | 1,987 | $333.0K | 0.09% | +35+1.8% | Added |
| BDO Wealth Advisors, LLC | 1,994 | $334.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,994 | $334.0K | 0.02% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,000 | $335.0K | 0.14% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $335.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $335.0K | 0.29% | +2,000 | New |
| Davis R M Inc | 2,006 | $336.0K | 0.01% | +109+5.7% | Added |
| Fiducient Advisors LLC | 2,012 | $337.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,013 | $337.0K | 0.04% | +164+8.9% | Added |
| Mountain Pacific Investment Advisers Inc | 2,015 | $338.0K | 0.02% | −175−8.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,022 | $339.0K | 0.22% | +2,022 | New |
| Magellan Asset Management Ltd | 2,037 | $341.0K | 0.00% | +152+8.1% | Added |
| Financial Advocates Investment Management | 2,037 | $341.0K | 0.02% | +2,037 | New |
| Oliver Luxxe Assets LLC | 2,041 | $342.0K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,050 | $343.0K | 0.10% | −290−12.4% | Reduced |
| Great Valley Advisor Group, Inc. | 2,049 | $343.0K | 0.02% | −271−11.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,048 | $343.0K | 0.05% | −94−4.4% | Reduced |
| Greylin Investment Mangement Inc | 2,050 | $343.0K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $343.0K | 0.07% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,051 | $344.0K | 0.21% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,053 | $344.0K | 0.05% | +123+6.4% | Added |
| First Command Bank | 2,061 | $345.0K | 0.06% | +703+51.8% | Added |
| First Command Financial Services, Inc. | 2,061 | $345.0K | 0.06% | +703+51.8% | Added |
| Great Diamond Partners, LLC | 2,065 | $345.0K | 0.09% | +2,065 | New |
| Allen Investment Management LLC | 2,073 | $347.0K | 0.00% | +2,073 | New |
| Aptus Capital Advisors, LLC | 2,088 | $350.0K | 0.01% | +171+8.9% | Added |
| Delta Investment Management, LLC | 2,095 | $351.0K | 0.11% | −15−0.7% | Reduced |
| Cape Ann Savings Bank | 2,100 | $352.0K | 0.23% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,106 | $353.0K | 0.04% | −4,993−70.3% | Reduced |
| Yorktown Management & Research Co Inc | 2,110 | $353.0K | 0.27% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,106 | $353.0K | 0.23% | +10.0% | Added |
| Toth Financial Advisory Corp | 2,108 | $353.0K | 0.05% | +123+6.2% | Added |
| Ferris Capital, LLC | 1,945 | $353.0K | 0.08% | +1,945 | New |
| Reliant Investment Management, LLC | 2,131 | $357.0K | 0.18% | 00.0% | Unchanged |
| Essex Savings Bank | 2,153 | $357.0K | 0.13% | −15−0.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,136 | $358.0K | 0.17% | −83−3.7% | Reduced |
| 9258 Wealth Management, LLC | 2,145 | $359.0K | 0.10% | −10.0% | Reduced |
| Northstar Asset Management LLC | 2,156 | $361.0K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,157 | $361.0K | 0.00% | +1,522+239.7% | Added |
| Cypress Capital Management LLC | 2,191 | $362.0K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,180 | $365.0K | 0.10% | +315+16.9% | Added |
| MidWestOne Financial Group, Inc. | 2,186 | $366.0K | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,186 | $366.0K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,185 | $366.0K | 0.06% | +50+2.3% | Added |
| Penserra Capital Management LLC | 2,195 | $367.0K | 0.01% | +218+11.0% | Added |
| Rede Wealth, LLC | 2,196 | $368.0K | 0.20% | +516+30.7% | Added |
| Columbia Trust Co 01012016 | 2,221 | $372.0K | 0.20% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,229 | $373.0K | 0.03% | −46−2.0% | Reduced |
| Financial Advisors, LLC | 2,240 | $375.0K | 0.13% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,243 | $376.0K | 0.02% | +150+7.2% | Added |
| Vista Wealth Management Group, LLC | 2,253 | $377.0K | 0.07% | +31+1.4% | Added |
| EPG Wealth Management LLC | 2,257 | $378.0K | 0.15% | −45−2.0% | Reduced |
| Keudell/Morrison Wealth Management | 2,263 | $379.0K | 0.16% | −35−1.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,261 | $379.0K | 0.16% | +38+1.7% | Added |
| Aberdeen Wealth Management LLC | 2,266 | $380.0K | 0.37% | −200−8.1% | Reduced |
| Advisor OS, LLC | 2,276 | $381.0K | 0.08% | −79−3.4% | Reduced |
| MCF Advisors LLC | 2,274 | $381.0K | 0.04% | +297+15.0% | Added |
| Covenant Multifamily Offices, LLC | 2,194 | $383.0K | 0.07% | +634+40.6% | Added |
| Parsec Financial Management, Inc. | 2,137 | $384.0K | 0.02% | +274+14.7% | Added |
| Credential Qtrade Securities Inc. | 2,294 | $384.3K | 0.03% | +81+3.7% | Added |
| Clear Harbor Asset Management, LLC | 2,300 | $385.0K | 0.05% | −616−21.1% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $385.0K | 0.28% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,300 | $385.0K | 0.04% | +2,300 | New |
| Voya Financial Advisors, Inc. | 2,248 | $386.0K | 0.05% | +163+7.8% | Added |
| M&R Capital Management Inc | 2,315 | $387.0K | 0.09% | −19−0.8% | Reduced |
| Snowden Capital Advisors LLC | 2,340 | $392.0K | 0.02% | −944−28.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,351 | $394.0K | 0.10% | +25+1.1% | Added |
| Geller Advisors LLC | 2,352 | $394.0K | 0.09% | +119+5.3% | Added |
| Fulton Breakefield Broenniman LLC | 2,349 | $394.0K | 0.03% | +243+11.5% | Added |
| Humankind Investments LLC | 2,354 | $394.0K | 0.18% | +2,354 | New |
| Fairbanks Capital Management, Inc. | 2,360 | $395.0K | 0.32% | −225−8.7% | Reduced |
| Private Capital Group, LLC | 2,361 | $396.0K | 0.09% | −5−0.2% | Reduced |
| Ellevest, Inc. | 2,370 | $397.0K | 0.04% | +51+2.2% | Added |
| Worldquant Millennium Advisors LLC | 2,370 | $397.0K | 0.01% | +2,370 | New |
| Charter Trust Co | 2,374 | $398.0K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,385 | $399.0K | 0.01% | +21+0.9% | Added |
| Oak Asset Management, LLC | 2,259 | $399.0K | 0.17% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,385 | $399.0K | 0.06% | +551+30.0% | Added |
| Advisory Alpha, LLC | 2,385 | $400.0K | 0.03% | +263+12.4% | Added |
| JNBA Financial Advisors | 2,393 | $401.0K | 0.05% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,400 | $402.0K | 0.20% | −100−4.0% | Reduced |
| Confluence Investment Management LLC | 2,400 | $402.0K | 0.01% | 00.0% | Unchanged |