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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 8,478 | $1.42M | 0.05% | −231−2.7% | Reduced |
| Quadrant Capital Group LLC | 8,447 | $1.42M | 0.20% | +140+1.7% | Added |
| Associated Banc-Corp | 8,347 | $1.40M | 0.06% | −2,819−25.2% | Reduced |
| Geneos Wealth Management Inc. | 8,029 | $1.40M | 0.05% | +36+0.5% | Added |
| Empirical Finance, LLC | 8,330 | $1.40M | 0.21% | +453+5.8% | Added |
| Amarillo National Bank | 8,313 | $1.39M | 0.29% | 00.0% | Unchanged |
| Auxier Asset Management | 8,308 | $1.39M | 0.24% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 8,297 | $1.39M | 0.31% | +4,221+103.6% | Added |
| Mid Atlantic Financial Management Inc | 8,265 | $1.39M | 0.09% | +34+0.4% | Added |
| FDx Advisors, Inc. | 8,233 | $1.38M | 0.04% | −8,400−50.5% | Reduced |
| Karpas Strategies, LLC | 7,950 | $1.38M | 0.45% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,903 | $1.38M | 0.12% | +7+0.1% | Added |
| Excalibur Management Corp | 8,194 | $1.37M | 0.60% | −17−0.2% | Reduced |
| Dakota Wealth Management | 8,135 | $1.36M | 0.16% | −2,535−23.8% | Reduced |
| Buckley Wealth Management, LLC | 8,132 | $1.36M | 0.44% | −1,039−11.3% | Reduced |
| Financial Counselors Inc | 8,126 | $1.36M | 0.03% | +930+12.9% | Added |
| Howard Capital Management Group, LLC | 8,106 | $1.36M | 0.13% | +167+2.1% | Added |
| Great West Life Assurance Co | 8,053 | $1.36M | 0.00% | −93,266−92.1% | Reduced |
| KWB Wealth | 8,062 | $1.35M | 0.24% | +297+3.8% | Added |
| Raab & Moskowitz Asset Management LLC | 8,036 | $1.35M | 0.49% | −18−0.2% | Reduced |
| Erste Asset Management GmbH | 7,844 | $1.35M | 0.03% | −1,264−13.9% | Reduced |
| Meeder Asset Management Inc | 7,967 | $1.33M | 0.07% | −1,738−17.9% | Reduced |
| Moloney Securities Asset Management, LLC | 7,969 | $1.33M | 0.24% | +225+2.9% | Added |
| Insight Advisors, LLC | 7,696 | $1.33M | 0.40% | −12−0.2% | Reduced |
| Wellington Shields & Co., LLC | 7,905 | $1.32M | 0.46% | −90−1.1% | Reduced |
| Smithfield Trust Co | 7,838 | $1.31M | 0.09% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 7,843 | $1.31M | 1.20% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,814 | $1.31M | 0.03% | +5,237+203.2% | Added |
| Braun Stacey Associates Inc | 7,800 | $1.31M | 0.05% | +900+13.0% | Added |
| Pitcairn Co | 7,765 | $1.30M | 0.09% | −166−2.1% | Reduced |
| Signaturefd, LLC | 7,743 | $1.30M | 0.04% | +1,104+16.6% | Added |
| Beach Investment Counsel Inc | 7,733 | $1.30M | 0.12% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,719 | $1.29M | 0.10% | −282−3.5% | Reduced |
| SOA Wealth Advisors, LLC. | 7,673 | $1.28M | 0.33% | +9+0.1% | Added |
| Resources Investment Advisors, LLC. | 7,666 | $1.28M | 0.05% | −100−1.3% | Reduced |
| Cerity Partners LLC | 7,607 | $1.27M | 0.03% | +253+3.4% | Added |
| Van Cleef Asset Management,Inc | 7,601 | $1.27M | 0.19% | +299+4.1% | Added |
| Investors Asset Management of Georgia Inc | 7,565 | $1.27M | 0.66% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,557 | $1.27M | 0.10% | +6+0.1% | Added |
| Piscataqua Savings Bank | 7,502 | $1.26M | 1.09% | 00.0% | Unchanged |
| Allstate Corp | 7,487 | $1.25M | 0.05% | −1,247−14.3% | Reduced |
| Fort Point Capital Partners LLC | 7,467 | $1.25M | 0.19% | +55+0.7% | Added |
| TownSquare Capital, LLC | 7,461 | $1.25M | 0.04% | +2,364+46.4% | Added |
| GWM Advisors LLC | 7,441 | $1.25M | 0.03% | −2,414−24.5% | Reduced |
| RFG Advisory, LLC | 7,424 | $1.24M | 0.10% | +1,347+22.2% | Added |
| Arete Wealth Advisors, LLC | 7,427 | $1.24M | 0.14% | +266+3.7% | Added |
| Evergreen Capital Management LLC | 7,401 | $1.24M | 0.06% | +29+0.4% | Added |
| Connolly Sarah T. | 7,375 | $1.24M | 1.02% | 00.0% | Unchanged |
| Investment House LLC | 7,375 | $1.24M | 0.09% | 00.0% | Unchanged |
| Beacon Financial Group | 7,183 | $1.23M | 0.17% | −117−1.6% | Reduced |
| Crestwood Advisors Group LLC | 7,322 | $1.23M | 0.03% | −15−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,292 | $1.22M | 0.09% | +485+7.1% | Added |
| YHB Investment Advisors, Inc. | 7,290 | $1.22M | 0.11% | +20+0.3% | Added |
| Mutual Advisors, LLC | 7,251 | $1.22M | 0.07% | −17−0.2% | Reduced |
| Belpointe Asset Management LLC | 7,253 | $1.22M | 0.08% | +736+11.3% | Added |
| Becker Capital Management Inc | 7,248 | $1.21M | 0.05% | −38−0.5% | Reduced |
| ARGI Investment Services, LLC | 7,248 | $1.21M | 0.04% | +713+10.9% | Added |
| Bigelow Investment Advisors, LLC | 7,238 | $1.21M | 0.60% | +997+16.0% | Added |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.21M | 0.33% | 00.0% | Unchanged |
| Bank of Hawaii | 7,188 | $1.20M | 0.07% | −12−0.2% | Reduced |
| Thompson Investment Management, Inc. | 7,105 | $1.19M | 0.18% | −1,580−18.2% | Reduced |
| Trust Co of Toledo NA | 7,095 | $1.19M | 0.19% | −120−1.7% | Reduced |
| Van Strum & Towne Inc. | 7,065 | $1.18M | 0.47% | −25−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 7,065 | $1.18M | 0.01% | +2,070+41.4% | Added |
| Conning Inc. | 7,031 | $1.18M | 0.03% | −620−8.1% | Reduced |
| Kore Private Wealth LLC | 7,030 | $1.18M | 0.12% | +130+1.9% | Added |
| Mark Stevens | 7,016 | $1.18M | 0.13% | +222+3.3% | Added |
| Regent Investment Management LLC | 7,011 | $1.18M | 0.28% | 00.0% | Unchanged |
| Coastline Trust Co | 6,955 | $1.17M | 0.14% | −345−4.7% | Reduced |
| Orrstown Financial Services Inc | 6,948 | $1.16M | 1.84% | −628−8.3% | Reduced |
| Arjuna Capital | 6,948 | $1.16M | 0.47% | +351+5.3% | Added |
| Bridgewater Advisors Inc. | 6,940 | $1.16M | 0.32% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,938 | $1.16M | 0.38% | −357−4.9% | Reduced |
| Citadel Investment Advisory, Inc. | 6,938 | $1.16M | 0.72% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,925 | $1.16M | 0.02% | −165−2.3% | Reduced |
| Veracity Capital LLC | 6,899 | $1.16M | 0.50% | −34−0.5% | Reduced |
| Little House Capital LLC | 6,897 | $1.16M | 0.68% | +506+7.9% | Added |
| BNC Wealth Management, LLC | 6,860 | $1.15M | 0.68% | +1,055+18.2% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6,854 | $1.15M | 0.16% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,817 | $1.14M | 0.13% | +226+3.4% | Added |
| Lee Danner & Bass Inc | 6,793 | $1.14M | 0.10% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,783 | $1.14M | 0.48% | +6,783 | New |
| Qtron Investments LLC | 6,771 | $1.13M | 0.31% | +5,271+351.4% | Added |
| Aurora Private Wealth, Inc. | 6,752 | $1.13M | 0.46% | +390+6.1% | Added |
| Game Plan Financial Advisors, LLC | 6,730 | $1.13M | 0.67% | 00.0% | Unchanged |
| Berkshire Bank | 6,714 | $1.13M | 0.27% | +221+3.4% | Added |
| Insight Wealth Strategies, LLC | 6,673 | $1.12M | 0.16% | +253+3.9% | Added |
| Centiva Capital, LP | 6,634 | $1.11M | 0.09% | −8,303−55.6% | Reduced |
| TD Private Client Wealth LLC | 6,629 | $1.11M | 0.05% | −2,568−27.9% | Reduced |
| Symmetry Partners, LLC | 6,350 | $1.11M | 0.07% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,607 | $1.11M | 0.12% | +330+5.3% | 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 |
| Telemus Capital, LLC | 6,497 | $1.09M | 0.09% | +478+7.9% | Added |
| Parisi Gray Wealth Management | 6,247 | $1.09M | 0.45% | +15+0.2% | Added |
| Venturi Wealth Management, LLC | 6,461 | $1.08M | 0.09% | +6,461 | New |
| McAdam, LLC | 6,425 | $1.08M | 0.12% | −62−1.0% | Reduced |
| Trust Asset Management LLC | 6,367 | $1.07M | 0.15% | +417+7.0% | Added |
| 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 |