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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 3,017 | $505.0K | 0.28% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,034 | $508.0K | 0.08% | +587+24.0% | Added |
| Shufro Rose & Co LLC | 3,033 | $508.0K | 0.04% | +1,300+75.0% | Added |
| Magnus Financial Group LLC | 3,046 | $510.0K | 0.11% | +4+0.1% | Added |
| Deseret Mutual Benefit Administrators | 3,050 | $511.0K | 0.09% | −1,258−29.2% | Reduced |
| Maryland Capital Management | 3,049 | $511.0K | 0.03% | −470−13.4% | Reduced |
| Acima Private Wealth, LLC | 3,057 | $512.0K | 0.24% | 00.0% | Unchanged |
| Eastern Bank | 3,061 | $513.0K | 0.02% | −187−5.8% | Reduced |
| Knightsbridge Asset Management, LLC | 3,064 | $513.0K | 0.18% | +963+45.8% | Added |
| Private Ocean, LLC | 3,076 | $515.0K | 0.06% | +8+0.3% | Added |
| Security National Trust Co | 3,131 | $518.0K | 0.12% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 3,098 | $519.0K | 0.39% | −75−2.4% | Reduced |
| Interchange Capital Partners, LLC | 3,100 | $519.0K | 0.87% | −17−0.5% | Reduced |
| Bingham Osborn & Scarborough LLC | 3,100 | $519.0K | 0.04% | +66+2.2% | Added |
| Cambridge Advisors Inc. | 3,110 | $521.0K | 0.13% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 3,124 | $523.0K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,123 | $523.0K | 0.08% | +10.0% | Added |
| Keebeck Alpha, LP | 3,125 | $524.0K | 0.16% | +402+14.8% | Added |
| All Terrain Financial Advisors, LLC | 3,160 | $529.0K | 0.24% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,167 | $531.0K | 0.16% | −900−22.1% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $531.0K | 0.10% | −40−1.3% | Reduced |
| Heritage Wealth Advisors | 3,172 | $531.3K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,199 | $536.0K | 0.06% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 3,200 | $536.0K | 0.04% | +3,200 | New |
| Barings LLC | 3,211 | $538.0K | 0.01% | −2,160−40.2% | Reduced |
| Wittenberg Investment Management, Inc. | 3,210 | $538.0K | 0.21% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,230 | $541.0K | 0.08% | −262−7.5% | Reduced |
| Clean Yield Group | 3,232 | $541.0K | 0.19% | 00.0% | Unchanged |
| Derby & Company, Inc | 3,240 | $543.0K | 0.11% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,241 | $543.0K | 0.27% | −636−16.4% | Reduced |
| IHT Wealth Management, LLC | 3,249 | $544.0K | 0.04% | −433−11.8% | Reduced |
| BSW Wealth Partners | 3,257 | $546.0K | 0.15% | −211−6.1% | Reduced |
| Two Sigma Securities, LLC | 3,257 | $546.0K | 0.11% | +1,449+80.1% | Added |
| Laurel Wealth Advisors, Inc. | 3,263 | $547.0K | 0.10% | −290−8.2% | Reduced |
| Symphony Financial, Ltd. Co. | 3,196 | $548.0K | 0.19% | −889−21.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,280 | $549.0K | 0.17% | −100−3.0% | Reduced |
| Central Bank & Trust Co | 3,285 | $550.0K | 0.09% | −394−10.7% | Reduced |
| JB Capital LLC | 3,288 | $551.0K | 0.07% | +3,288 | New |
| BTR Capital Management Inc | 3,292 | $552.0K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,298 | $552.0K | 0.14% | +6+0.2% | Added |
| Antonetti Capital Management LLC | 3,300 | $553.0K | 0.45% | +3,300 | New |
| First Foundation Advisors | 3,319 | $556.0K | 0.02% | −119−3.5% | Reduced |
| Semmax Financial Advisors Inc. | 3,350 | $561.0K | 0.19% | −201−5.7% | Reduced |
| Riverbridge Partners LLC | 3,348 | $561.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,357 | $562.0K | 0.16% | +327+10.8% | Added |
| Hartford Financial Management Inc. | 3,362 | $563.0K | 0.14% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 3,376 | $565.0K | 0.39% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,373 | $565.0K | 0.04% | +56+1.7% | Added |
| Salem Investment Counselors Inc | 3,394 | $569.0K | 0.03% | +100+3.0% | Added |
| Grove Bank & Trust | 3,415 | $572.0K | 0.12% | 00.0% | Unchanged |
| TNF LLC | 3,575 | $574.0K | 0.25% | +3,575 | New |
| Old Mission Investment Co LLC | 3,426 | $574.0K | 0.23% | −11−0.3% | Reduced |
| SignalPoint Asset Management, LLC | 3,434 | $575.0K | 0.18% | +101+3.0% | Added |
| Defined Wealth Management, LLC | 3,444 | $577.0K | 0.51% | +28+0.8% | Added |
| Tompkins Financial Corp | 3,443 | $577.0K | 0.11% | +3,443 | New |
| Monetary Management Group Inc | 3,450 | $578.0K | 0.16% | +625+22.1% | Added |
| PFG Advisors | 3,460 | $580.0K | 0.07% | −18−0.5% | Reduced |
| Engine No. 1 LLC | 3,462 | $580.0K | 0.15% | +1,388+66.9% | Added |
| Equitable Holdings, Inc. | 3,471 | $581.0K | 0.01% | −238−6.4% | Reduced |
| Crescent Capital Consulting, LLC | 3,475 | $582.0K | 0.11% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,474 | $582.0K | 0.47% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,487 | $584.0K | 0.40% | 00.0% | Unchanged |
| Barton Investment Management | 3,500 | $586.0K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,517 | $589.0K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,527 | $591.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 3,530 | $591.0K | 0.02% | +118+3.5% | Added |
| Prospera Financial Services Inc | 3,533 | $593.0K | 0.03% | −450−11.3% | Reduced |
| First Citizens Bank & Trust Co | 3,546 | $594.0K | 0.03% | +171+5.1% | Added |
| US Asset Management LLC | 3,544 | $594.0K | 0.58% | +3,544 | New |
| Independent Financial Group, LLC | 3,555 | $595.6K | 0.06% | +200+6.0% | Added |
| Financial Management Network Inc | 3,475 | $600.0K | 0.30% | +2+0.1% | Added |
| Hall Capital Management Co Inc | 3,585 | $601.0K | 0.38% | −20−0.6% | Reduced |
| Aspen Investment Management Inc | 3,588 | $601.0K | 0.32% | 00.0% | Unchanged |
| Factorial Partners, LLC | 3,600 | $603.0K | 0.41% | −7,500−67.6% | Reduced |
| Cadence Bank NA | 3,601 | $603.0K | 0.18% | +1,000+38.4% | Added |
| Arrow Financial Corp | 3,620 | $606.0K | 0.08% | −150−4.0% | Reduced |
| Altfest L J & Co Inc | 3,625 | $607.0K | 0.13% | +10.0% | Added |
| Accredited Investors Inc. | 3,645 | $611.0K | 0.07% | −134−3.5% | Reduced |
| Philadelphia Trust Co | 3,645 | $611.0K | 0.05% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 3,650 | $611.0K | 0.05% | +500+15.9% | Added |
| VeraBank, N.A. | 3,653 | $612.0K | 0.35% | −290−7.4% | Reduced |
| Resource Management, LLC | 3,664 | $614.0K | 0.07% | −1,496−29.0% | Reduced |
| Bristol John W & Co Inc | 3,670 | $615.0K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,689 | $618.0K | 0.23% | +10+0.3% | Added |
| All Season Financial Advisors, Inc. | 3,689 | $618.0K | 0.50% | +2,184+145.1% | Added |
| GYL Financial Synergies, LLC | 3,702 | $620.0K | 0.32% | +21+0.6% | Added |
| DT Investment Partners, LLC | 3,707 | $621.0K | 0.08% | +2,473+200.4% | Added |
| Acropolis Investment Management, LLC | 3,721 | $622.0K | 0.07% | −80−2.1% | Reduced |
| CX Institutional | 3,716 | $622.0K | 0.05% | +8+0.2% | Added |
| Sutton Wealth Advisors Inc. | 3,740 | $626.6K | 0.23% | −3−0.1% | Reduced |
| CoreFirst Bank & Trust | 3,766 | $631.0K | 0.44% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,765 | $631.0K | 0.08% | +329+9.6% | Added |
| Trinity Legacy Partners, LLC | 3,787 | $634.0K | 0.23% | +55+1.5% | Added |
| Aries Wealth Management | 3,786 | $634.0K | 0.27% | +130+3.6% | Added |
| Benin Management CORP | 3,797 | $636.0K | 0.20% | −60−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,796 | $636.0K | 0.16% | +150+4.1% | Added |
| Optas, LLC | 3,814 | $639.0K | 0.19% | −14−0.4% | Reduced |
| Kovack Advisors, Inc. | 3,824 | $641.0K | 0.07% | −279−6.8% | Reduced |
| Chemung Canal Trust Co | 3,843 | $643.0K | 0.12% | −19−0.5% | Reduced |
| Stonebridge Capital Management Inc | 3,840 | $644.0K | 0.24% | 00.0% | Unchanged |