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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 2,404 | $402.0K | 0.01% | +721+42.8% | Added |
| Westbourne Investment Advisors, Inc. | 2,408 | $403.0K | 0.18% | −550−18.6% | Reduced |
| LS Investment Advisors, LLC | 2,406 | $403.0K | 0.05% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,408 | $403.0K | 0.25% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,403 | $403.0K | 0.08% | +2+0.1% | Added |
| Palladium Partners LLC | 2,404 | $403.0K | 0.02% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,408 | $403.0K | 0.26% | +122+5.3% | Added |
| Meridian Wealth Advisors, LLC | 2,411 | $404.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,410 | $404.0K | 0.07% | +19+0.8% | Added |
| Sage Private Wealth Group, LLC | 2,420 | $405.0K | 0.56% | −60−2.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,418 | $405.0K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,419 | $405.0K | 0.14% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,416 | $405.0K | 0.08% | +866+55.9% | Added |
| Waters Parkerson & Co., LLC | 2,430 | $407.0K | 0.02% | −661−21.4% | Reduced |
| Camden Capital, LLC | 2,437 | $408.0K | 0.08% | +647+36.1% | Added |
| Brandywine Oak Private Wealth LLC | 2,449 | $410.0K | 0.05% | −68−2.7% | Reduced |
| REDW Wealth LLC | 2,453 | $411.0K | 0.13% | +10.0% | Added |
| Allworth Financial LP | 2,455 | $411.0K | 0.01% | +967+65.0% | Added |
| OPSEU Pension Plan Trust Fund | 2,408 | $412.0K | 0.10% | −29−1.2% | Reduced |
| Quest Capital Management Inc | 2,476 | $415.0K | 0.08% | −105−4.1% | Reduced |
| Xcel Wealth Management, LLC | 2,479 | $415.0K | 0.12% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,480 | $416.0K | 0.12% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $418.0K | 0.19% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,496 | $418.0K | 0.10% | +39+1.6% | Added |
| Harbour Investment Management LLC | 2,500 | $419.0K | 0.21% | −29−1.1% | Reduced |
| Aua Capital Management, LLC | 2,500 | $419.0K | 0.27% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,522 | $422.0K | 0.21% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,524 | $423.0K | 0.13% | −3,367−57.2% | Reduced |
| Mather Group, LLC. | 2,531 | $424.0K | 0.01% | −38−1.5% | Reduced |
| Bangor Savings Bank | 2,527 | $424.0K | 0.04% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,536 | $425.0K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,536 | $425.0K | 0.14% | +1,289+103.4% | Added |
| Stonebridge Capital Advisors LLC | 2,551 | $427.0K | 0.05% | −170−6.2% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $427.0K | 0.08% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,548 | $427.0K | 0.19% | +948+59.3% | Added |
| Hobart Private Capital, LLC | 2,567 | $430.1K | 0.17% | −738−22.3% | Reduced |
| SPC Financial, Inc. | 2,582 | $433.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,588 | $434.0K | 0.21% | +77+3.1% | Added |
| Outlook Wealth Advisors, LLC | 2,598 | $435.0K | 0.14% | −54−2.0% | Reduced |
| Webster Bank, N. A. | 2,598 | $435.0K | 0.05% | +473+22.3% | Added |
| Navellier & Associates Inc | 2,600 | $436.0K | 0.07% | 00.0% | Unchanged |
| Bellevue Group AG | 2,600 | $436.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,612 | $438.0K | 0.08% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,621 | $439.0K | 0.18% | −2−0.1% | Reduced |
| Green Harvest Asset Management LLC | 2,622 | $439.0K | 0.07% | +11+0.4% | Added |
| Mayflower Financial Advisors, LLC | 2,477 | $439.0K | 0.06% | −15−0.6% | Reduced |
| International Assets Investment Management, LLC | 2,629 | $440.0K | 0.08% | −315−10.7% | Reduced |
| RMR Wealth Builders | 2,632 | $441.0K | 0.13% | −50−1.9% | Reduced |
| Integrated Investment Consultants, LLC | 2,637 | $442.0K | 0.13% | 00.0% | Unchanged |
| Summit Financial Group Inc | 2,645 | $443.0K | 0.16% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,660 | $446.0K | 0.05% | −5−0.2% | Reduced |
| AIA Group Ltd | 2,663 | $446.0K | 0.03% | +773+40.9% | Added |
| Wealth Architects, LLC | 2,671 | $447.0K | 0.09% | −35−1.3% | Reduced |
| Cypress Capital Group | 2,669 | $447.0K | 0.06% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,676 | $448.0K | 0.15% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,684 | $449.0K | 0.18% | +1,116+71.2% | Added |
| Thomasville National Bank | 2,684 | $450.0K | 0.05% | −290−9.8% | Reduced |
| Texas Yale Capital Corp. | 2,690 | $451.0K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,699 | $452.0K | 0.03% | −61−2.2% | Reduced |
| North Star Investment Management Corp. | 2,704 | $453.0K | 0.04% | −10−0.4% | Reduced |
| Garrison Asset Management, LLC | 2,736 | $458.0K | 0.28% | −220−7.4% | Reduced |
| Putnam Investments LLC | 2,752 | $461.0K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,751 | $461.0K | 0.17% | +2,751 | New |
| Matrix Asset Advisors Inc | 2,778 | $465.0K | 0.07% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,784 | $466.0K | 0.01% | −512−15.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,785 | $467.0K | 0.12% | +41+1.5% | Added |
| Sequoia Financial Advisors, LLC | 2,800 | $469.0K | 0.05% | −2,572−47.9% | Reduced |
| Marietta Investment Partners LLC | 2,800 | $469.0K | 0.11% | −292−9.4% | Reduced |
| Wealth Advisors, Inc. | 2,725 | $470.0K | 0.19% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,805 | $470.0K | 0.26% | +21+0.8% | Added |
| Bank Hapoalim BM | 2,811 | $471.0K | 0.05% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,605 | $471.0K | 0.18% | +132+5.3% | Added |
| First Financial Bank - Trust Division | 2,817 | $472.0K | 0.05% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,830 | $474.0K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 2,837 | $475.0K | 0.02% | +48+1.7% | Added |
| Quadrant Private Wealth Management, LLC | 2,834 | $475.0K | 0.20% | +207+7.9% | Added |
| McIlrath & Eck, LLC | 2,847 | $477.0K | 0.14% | −8−0.3% | Reduced |
| Polar Asset Management Partners Inc. | 2,852 | $478.0K | 0.01% | +2,852 | New |
| MayTech Global Investments, LLC | 2,866 | $480.0K | 0.10% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 2,873 | $481.0K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 2,874 | $481.0K | 0.03% | +55+2.0% | Added |
| Signature Wealth Management Partners, LLC | 2,896 | $485.0K | 0.44% | −200−6.5% | Reduced |
| Pioneer Trust Bank N A | 2,895 | $485.0K | 0.14% | −39−1.3% | Reduced |
| Kozak & Associates, Inc. | 2,646 | $485.0K | 0.29% | +2,646 | New |
| Abbrea Capital, LLC | 2,899 | $486.0K | 0.07% | −250−7.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,907 | $487.0K | 0.09% | +44+1.5% | Added |
| Twin Lakes Capital Management, LLC | 2,935 | $492.0K | 0.29% | +1,518+107.1% | Added |
| ERn Financial, LLC | 2,954 | $495.0K | 0.13% | +2,954 | New |
| Phoenix Wealth Advisors | 2,972 | $498.0K | 0.37% | +32+1.1% | Added |
| Mechanics Bank Trust Department | 2,975 | $498.0K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,750 | $499.0K | 0.03% | −42−1.5% | Reduced |
| Cadent Capital Advisors, LLC | 2,986 | $500.0K | 0.22% | +10.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,993 | $501.0K | 0.09% | −18,905−86.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,993 | $501.0K | 0.23% | 00.0% | Unchanged |
| 55I, LLC | 2,993 | $501.0K | 0.01% | +2,993 | New |
| Herold Advisors, Inc. | 3,000 | $502.0K | 0.20% | +3,000 | New |
| Legacy Wealth Management, LLC | 3,000 | $502.6K | 0.27% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $503.0K | 0.19% | −100−3.2% | Reduced |
| Violich Capital Management, Inc. | 3,000 | $503.0K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,000 | $503.0K | 0.17% | +1,061+54.7% | Added |