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 |
|---|---|---|---|---|---|
| Papp L Roy & Associates | 4,995 | $837.0K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 5,001 | $838.0K | 0.45% | +215+4.5% | Added |
| Garde Capital, Inc. | 5,013 | $840.0K | 0.09% | −156−3.0% | Reduced |
| Red Cedar Capital, LLC | 5,016 | $840.0K | 0.52% | −25−0.5% | Reduced |
| Levin Capital Strategies, L.P. | 5,064 | $848.0K | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,085 | $851.0K | 0.18% | +3+0.1% | Added |
| S.A. Mason LLC | 5,097 | $854.0K | 0.56% | +303+6.3% | Added |
| Leisure Capital Management | 5,106 | $855.0K | 0.46% | −59−1.1% | Reduced |
| Seeyond | 5,112 | $856.0K | 0.08% | −5,332−51.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,108 | $856.0K | 0.18% | −132−2.5% | Reduced |
| Global Retirement Partners, LLC | 5,146 | $862.0K | 0.09% | −1,872−26.7% | Reduced |
| Federated Hermes, Inc. | 5,153 | $863.0K | 0.00% | −2,889−35.9% | Reduced |
| Wesbanco Bank Inc | 5,157 | $864.0K | 0.03% | −1,126−17.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,200 | $871.0K | 0.24% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,244 | $879.0K | 0.12% | +286+5.8% | Added |
| Constitution Capital LLC | 5,250 | $880.0K | 0.53% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,269 | $883.0K | 0.01% | +5,269 | New |
| Orion Portfolio Solutions, LLC | 5,294 | $887.0K | 0.03% | −1,755−24.9% | Reduced |
| V Wealth Advisors LLC | 5,368 | $900.0K | 0.14% | +89+1.7% | Added |
| Westwood Management Corp | 5,400 | $905.0K | 0.07% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 5,400 | $905.0K | 1.10% | +5,400 | New |
| Principle Wealth Partners LLC | 5,419 | $908.0K | 0.10% | −425−7.3% | Reduced |
| Wealth Alliance | 5,427 | $909.0K | 0.20% | −484−8.2% | Reduced |
| Manchester Capital Management LLC | 5,427 | $909.0K | 0.12% | +380+7.5% | Added |
| Wealthsource Partners, LLC | 5,456 | $914.0K | 0.08% | +369+7.3% | Added |
| USA Financial Portformulas Corp | 5,545 | $929.0K | 0.83% | −290−5.0% | Reduced |
| Sargent Bickham Lagudis LLC | 5,565 | $932.0K | 0.08% | +100+1.8% | Added |
| Resources Management Corp | 5,573 | $934.0K | 0.13% | −400−6.7% | Reduced |
| Birch Hill Investment Advisors LLC | 5,584 | $935.0K | 0.05% | +134+2.5% | Added |
| Boenning & Scattergood, Inc. | 5,605 | $939.0K | 0.17% | +249+4.6% | Added |
| Capital Wealth Planning, LLC | 5,675 | $951.0K | 0.03% | −320−5.3% | Reduced |
| Thomas White International Ltd | 5,678 | $951.0K | 0.14% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 5,690 | $953.0K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 5,700 | $954.0K | 0.27% | −388−6.4% | Reduced |
| Spears Abacus Advisors LLC | 5,702 | $955.0K | 0.07% | −151−2.6% | Reduced |
| Howard Capital Management Inc. | 5,616 | $955.0K | 0.14% | −303−5.1% | Reduced |
| Sentry Investment Management LLC | 5,746 | $963.0K | 0.28% | −839−12.7% | Reduced |
| Pecaut & Co. | 5,767 | $966.0K | 0.58% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,773 | $967.0K | 0.23% | −233−3.9% | Reduced |
| HNP Capital LLC | 5,773 | $967.0K | 0.24% | −233−3.9% | Reduced |
| Qube Research & Technologies Ltd | 5,877 | $985.0K | 0.01% | +5,877 | New |
| Focus Financial Network, Inc. | 5,884 | $985.7K | 0.13% | +525+9.8% | Added |
| S&CO Inc | 5,900 | $988.0K | 0.08% | 00.0% | Unchanged |
| First National Bank of South Miami | 5,898 | $988.0K | 0.66% | +150+2.6% | Added |
| Laurel Wealth Advisors LLC | 5,904 | $989.0K | 0.23% | −80−1.3% | Reduced |
| Capital One Financial Corp | 5,905 | $989.0K | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,904 | $989.0K | 0.02% | +1,503+34.2% | Added |
| Derbend Asset Management | 5,908 | $990.0K | 0.93% | +308+5.5% | Added |
| NBT Bank N A | 5,917 | $991.0K | 0.14% | +61+1.0% | Added |
| Boyar Asset Management Inc. | 5,968 | $1.00M | 0.66% | 00.0% | Unchanged |
| Weil Company, Inc. | 6,000 | $1.00M | 0.52% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 6,012 | $1.01M | 0.58% | −73−1.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,017 | $1.01M | 0.65% | −55−0.9% | Reduced |
| Sage Rhino Capital LLC | 6,014 | $1.01M | 0.31% | +27+0.5% | Added |
| Sunflower Bank, N.A. | 6,023 | $1.01M | 0.14% | −571−8.7% | Reduced |
| Doyle Wealth Management | 6,025 | $1.01M | 0.08% | +4+0.1% | Added |
| Stableford Capital II LLC | 5,885 | $1.01M | 0.51% | −44−0.7% | Reduced |
| Clarius Group, LLC | 6,047 | $1.01M | 0.09% | +92+1.5% | Added |
| Campbell & CO Investment Adviser LLC | 6,050 | $1.01M | 0.33% | +6,050 | New |
| DuPont Capital Management Corp | 6,060 | $1.01M | 0.03% | −5,846−49.1% | Reduced |
| Private Trust Co NA | 6,065 | $1.02M | 0.15% | +263+4.5% | Added |
| Amica Retiree Medical Trust | 6,085 | $1.02M | 0.92% | −1,653−21.4% | Reduced |
| TCTC Holdings, LLC | 6,093 | $1.02M | 0.05% | +284+4.9% | Added |
| WealthTrust Axiom LLC | 6,114 | $1.02M | 0.35% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,895 | $1.02M | 0.13% | +1,153+24.3% | Added |
| Compton Capital Management Inc | 6,125 | $1.03M | 0.30% | −275−4.3% | Reduced |
| Morse Asset Management, Inc | 6,140 | $1.03M | 0.25% | +1,000+19.5% | Added |
| Checchi Capital Advisers, LLC | 6,158 | $1.03M | 0.13% | +128+2.1% | Added |
| LVW Advisors, LLC | 6,160 | $1.03M | 0.18% | +2,361+62.1% | Added |
| Oldfather Financial Services, LLC | 5,695 | $1.04M | 0.53% | 00.0% | Unchanged |
| Ledyard National Bank | 6,221 | $1.04M | 0.11% | −5−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 6,239 | $1.04M | 0.10% | −1,989−24.2% | Reduced |
| Capital Investment Advisors, LLC | 6,260 | $1.05M | 0.04% | +153+2.5% | Added |
| Wade G W & Inc | 6,300 | $1.05M | 0.05% | −143−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,300 | $1.05M | 0.09% | +735+13.2% | Added |
| Barometer Capital Management Inc. | 6,328 | $1.06M | 0.20% | −10,940−63.4% | Reduced |
| Capital Management Associates | 6,347 | $1.06M | 1.05% | −655−9.4% | Reduced |
| Strategic Investment Advisors | 6,349 | $1.06M | 0.23% | +2,203+53.1% | Added |
| Core Wealth Advisors, Inc. | 6,349 | $1.06M | 0.71% | +6,342+90,600.0% | Added |
| Trust Asset Management LLC | 6,367 | $1.07M | 0.15% | +417+7.0% | Added |
| McAdam, LLC | 6,425 | $1.08M | 0.12% | −62−1.0% | Reduced |
| Venturi Wealth Management, LLC | 6,461 | $1.08M | 0.09% | +6,461 | New |
| Parisi Gray Wealth Management | 6,247 | $1.09M | 0.45% | +15+0.2% | Added |
| Telemus Capital, LLC | 6,497 | $1.09M | 0.09% | +478+7.9% | Added |
| Legacy Wealth Asset Management, LLC | 6,518 | $1.09M | 0.50% | −51−0.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $1.09M | 0.34% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,607 | $1.11M | 0.12% | +330+5.3% | Added |
| Symmetry Partners, LLC | 6,350 | $1.11M | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,629 | $1.11M | 0.05% | −2,568−27.9% | Reduced |
| Centiva Capital, LP | 6,634 | $1.11M | 0.09% | −8,303−55.6% | Reduced |
| Insight Wealth Strategies, LLC | 6,673 | $1.12M | 0.16% | +253+3.9% | Added |
| Berkshire Bank | 6,714 | $1.13M | 0.27% | +221+3.4% | Added |
| Game Plan Financial Advisors, LLC | 6,730 | $1.13M | 0.67% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,752 | $1.13M | 0.46% | +390+6.1% | Added |
| Qtron Investments LLC | 6,771 | $1.13M | 0.31% | +5,271+351.4% | Added |
| Stevens Capital Management LP | 6,783 | $1.14M | 0.48% | +6,783 | New |
| Lee Danner & Bass Inc | 6,793 | $1.14M | 0.10% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,817 | $1.14M | 0.13% | +226+3.4% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6,854 | $1.15M | 0.16% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,860 | $1.15M | 0.68% | +1,055+18.2% | Added |