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 |
|---|---|---|---|---|---|
| Fort Pitt Capital Group, LLC | 3,853 | $645.0K | 0.03% | −642−14.3% | Reduced |
| Merrion Investment Management Co, LLC | 3,891 | $651.0K | 0.50% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,884 | $651.0K | 0.09% | +1,693+77.3% | Added |
| Cary Street Partners Asset Management LLC | 3,891 | $652.0K | 0.23% | −182−4.5% | Reduced |
| MTM Investment Management, LLC | 3,891 | $652.0K | 0.35% | +75+2.0% | Added |
| Saybrook Capital | 3,900 | $653.0K | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,896 | $653.0K | 0.08% | +30+0.8% | Added |
| Doliver Advisors, LP | 3,903 | $654.0K | 0.22% | +302+8.4% | Added |
| Tortoise Index Solutions, LLC | 3,911 | $655.0K | 0.16% | +3,911 | New |
| Sound View Wealth Advisors Group, LLC | 3,918 | $656.0K | 0.14% | −233−5.6% | Reduced |
| Partners Group Holding AG | 3,934 | $659.0K | 0.05% | +3,934 | New |
| Enterprise Financial Services Corp | 3,949 | $662.0K | 0.09% | +3,403+623.3% | Added |
| Baldwin Investment Management, LLC | 3,960 | $663.0K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,966 | $664.0K | 0.37% | +162+4.3% | Added |
| Exane Derivatives | 3,975 | $665.9K | 0.17% | −317−7.4% | Reduced |
| Brown Advisory Securities, LLC | 3,988 | $670.0K | 0.20% | −5,103−56.1% | Reduced |
| Weik Capital Management | 4,035 | $676.0K | 0.28% | +225+5.9% | Added |
| LGL Partners, LLC | 4,043 | $677.0K | 0.41% | +10.0% | Added |
| Beaumont Asset Management, L.L.C. | 4,057 | $679.0K | 0.51% | +60+1.5% | Added |
| Centerpoint Advisors, LLC | 4,079 | $683.0K | 0.33% | +22+0.5% | Added |
| NorthRock Partners, LLC | 4,078 | $683.0K | 0.06% | +884+27.7% | Added |
| Moneta Group Investment Advisors LLC | 4,095 | $686.0K | 0.03% | −365−8.2% | Reduced |
| First Affirmative Financial Network | 4,097 | $686.0K | 0.71% | +4,097 | New |
| Blueprint Investment Partners LLC | 4,109 | $688.0K | 0.34% | +1,816+79.2% | Added |
| Golden State Wealth Management, LLC | 4,109 | $689.0K | 0.15% | −5−0.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,119 | $690.0K | 0.57% | −100−2.4% | Reduced |
| Twin Capital Management Inc | 4,116 | $690.0K | 0.07% | +4,116 | New |
| Hills Bank & Trust Co | 4,133 | $692.0K | 0.10% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,132 | $692.0K | 0.07% | +428+11.6% | Added |
| Somerville Kurt F | 4,150 | $696.0K | 0.11% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 4,156 | $696.0K | 0.09% | +2,402+136.9% | Added |
| Platform Technology Partners | 4,182 | $701.0K | 0.32% | −104−2.4% | Reduced |
| Trillium Asset Management, LLC | 4,202 | $704.0K | 0.02% | −6−0.1% | Reduced |
| Asset Management Corp | 4,239 | $710.0K | 0.44% | −499−10.5% | Reduced |
| Boston Financial Mangement LLC | 4,238 | $710.0K | 0.03% | −325−7.1% | Reduced |
| Girard Partners Ltd. | 4,239 | $710.0K | 0.09% | +1,854+77.7% | Added |
| Culbertson A N & Co Inc | 4,245 | $711.0K | 0.15% | +920+27.7% | Added |
| Estabrook Capital Management | 4,255 | $712.8K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,267 | $714.0K | 0.08% | −64−1.5% | Reduced |
| Lyell Wealth Management, LP | 4,305 | $721.0K | 0.09% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,309 | $722.0K | 0.07% | −50−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,308 | $722.0K | 0.16% | +26+0.6% | Added |
| Spire Wealth Management | 4,335 | $726.0K | 0.02% | +120+2.8% | Added |
| Intersect Capital LLC | 4,341 | $727.0K | 0.12% | +169+4.1% | Added |
| Atlas Brown,Inc. | 4,352 | $729.0K | 0.32% | +125+3.0% | Added |
| Ritholtz Wealth Management | 4,358 | $730.0K | 0.05% | +378+9.5% | Added |
| Brooks, Moore & Associates, Inc. | 4,364 | $731.0K | 0.48% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,368 | $732.0K | 0.34% | +11+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 4,373 | $733.0K | 0.11% | +115+2.7% | Added |
| GFG Capital, LLC | 4,406 | $738.0K | 0.23% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,411 | $739.0K | 0.34% | −87−1.9% | Reduced |
| Cypress Wealth Services, LLC | 4,445 | $745.0K | 0.22% | −20−0.4% | Reduced |
| Beaton Management Co. Inc. | 4,456 | $747.0K | 0.49% | −2,747−38.1% | Reduced |
| Spinnaker Trust | 4,462 | $748.0K | 0.05% | −36−0.8% | Reduced |
| Evermay Wealth Management LLC | 4,491 | $752.0K | 0.15% | −4,100−47.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,522 | $758.0K | 0.19% | −136−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4,530 | $759.0K | 0.12% | +31+0.7% | Added |
| Birinyi Associates Inc | 4,531 | $759.0K | 0.25% | +500+12.4% | Added |
| Sargent Investment Group, LLC | 4,584 | $768.0K | 0.19% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 4,586 | $768.0K | 0.43% | +29+0.6% | Added |
| Flputnam Investment Management Co | 4,591 | $769.0K | 0.03% | −94−2.0% | Reduced |
| Aspiriant, LLC | 4,612 | $771.0K | 0.05% | −4−0.1% | Reduced |
| Legacy Advisors, LLC | 4,600 | $771.0K | 0.31% | +4+0.1% | Added |
| Leavell Investment Management, Inc. | 4,602 | $771.0K | 0.06% | +18+0.4% | Added |
| Schulhoff & Co Inc | 4,625 | $774.0K | 0.35% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,633 | $776.0K | 0.04% | +406+9.6% | Added |
| 1832 Asset Management L.P. | 4,525 | $780.0K | 0.00% | −2,056,025−99.8% | Reduced |
| WBH Advisory Inc | 4,658 | $780.0K | 0.10% | +10.0% | Added |
| Reynders McVeigh Capital Management, LLC | 4,706 | $788.0K | 0.05% | +46+1.0% | Added |
| Linscomb & Williams, Inc. | 4,720 | $791.0K | 0.04% | −300−6.0% | Reduced |
| Parkside Financial Bank & Trust | 4,732 | $792.0K | 0.23% | −293−5.8% | Reduced |
| AdvisorNet Financial, Inc | 4,729 | $792.0K | 0.06% | −68−1.4% | Reduced |
| Waldron Private Wealth LLC | 4,730 | $792.0K | 0.05% | +2,223+88.7% | Added |
| Tufton Capital Management | 4,735 | $793.0K | 0.13% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,733 | $793.0K | 0.22% | −223−4.5% | Reduced |
| Sun Life Financial INC | 4,751 | $795.0K | 0.05% | +1,044+28.2% | Added |
| Gyon Technologies Capital Management, LP | 4,743 | $795.0K | 0.21% | +4,743 | New |
| Winton Group Ltd | 4,749 | $796.0K | 0.04% | +838+21.4% | Added |
| Edgestream Partners, L.P. | 4,754 | $796.0K | 0.05% | +3,508+281.5% | Added |
| Madison Asset Management, LLC | 4,776 | $800.0K | 0.01% | −72−1.5% | Reduced |
| Park Avenue Securities LLC | 4,777 | $800.0K | 0.02% | +42+0.9% | Added |
| NEXT Financial Group, Inc | 4,786 | $801.0K | 0.06% | −7,897−62.3% | Reduced |
| Baker Avenue Asset Management, LP | 4,785 | $801.0K | 0.05% | −158−3.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,781 | $801.0K | 0.15% | +4,781 | New |
| RMB Capital Management, LLC | 4,789 | $802.0K | 0.03% | −7,101−59.7% | Reduced |
| Alhambra Investment Partners LLC | 4,828 | $809.0K | 0.62% | 00.0% | Unchanged |
| Sippican Capital Advisors | 4,837 | $810.0K | 0.70% | −140−2.8% | Reduced |
| Evanson Asset Management, LLC | 4,943 | $812.0K | 0.08% | +13+0.3% | Added |
| Pflug Koory, LLC | 4,853 | $813.0K | 0.44% | −250−4.9% | Reduced |
| Domani Wealth, LLC | 4,865 | $815.0K | 0.17% | −18−0.4% | Reduced |
| Transform Wealth, LLC | 4,873 | $816.0K | 0.09% | −360−6.9% | Reduced |
| KB Financial Partners, LLC | 4,871 | $816.0K | 0.30% | +440+9.9% | Added |
| Diligent Investors, LLC | 4,943 | $817.0K | 0.28% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,877 | $817.0K | 0.02% | +1,042+27.2% | Added |
| Ameritas Investment Company, LLC | 4,918 | $824.0K | 0.04% | +1,654+50.7% | Added |
| Koshinski Asset Management, Inc. | 4,926 | $825.2K | 0.07% | +448+10.0% | Added |
| Bedel Financial Consulting, Inc. | 4,935 | $827.0K | 0.28% | +6+0.1% | Added |
| Mission Wealth Management, LP | 4,958 | $831.0K | 0.04% | +11+0.2% | Added |
| IFP Advisors, Inc | 4,946 | $833.0K | 0.02% | +557+12.7% | Added |
| Flagship Harbor Advisors, LLC | 5,054 | $835.0K | 0.09% | 00.0% | Unchanged |