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 |
|---|---|---|---|---|---|
| Capital Management Associates | 6,347 | $1.06M | 1.05% | −655−9.4% | Reduced |
| Barometer Capital Management Inc. | 6,328 | $1.06M | 0.20% | −10,940−63.4% | Reduced |
| 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 |
| Capital Investment Advisors, LLC | 6,260 | $1.05M | 0.04% | +153+2.5% | Added |
| Gladstone Institutional Advisory LLC | 6,239 | $1.04M | 0.10% | −1,989−24.2% | Reduced |
| Ledyard National Bank | 6,221 | $1.04M | 0.11% | −5−0.1% | Reduced |
| Oldfather Financial Services, LLC | 5,695 | $1.04M | 0.53% | 00.0% | Unchanged |
| 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 |
| Morse Asset Management, Inc | 6,140 | $1.03M | 0.25% | +1,000+19.5% | Added |
| Compton Capital Management Inc | 6,125 | $1.03M | 0.30% | −275−4.3% | Reduced |
| 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 |
| TCTC Holdings, LLC | 6,093 | $1.02M | 0.05% | +284+4.9% | Added |
| Amica Retiree Medical Trust | 6,085 | $1.02M | 0.92% | −1,653−21.4% | Reduced |
| Private Trust Co NA | 6,065 | $1.02M | 0.15% | +263+4.5% | Added |
| DuPont Capital Management Corp | 6,060 | $1.01M | 0.03% | −5,846−49.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,050 | $1.01M | 0.33% | +6,050 | New |
| Clarius Group, LLC | 6,047 | $1.01M | 0.09% | +92+1.5% | 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 |
| 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 |
| Monte Financial Group, LLC | 6,012 | $1.01M | 0.58% | −73−1.2% | Reduced |
| Weil Company, Inc. | 6,000 | $1.00M | 0.52% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 5,968 | $1.00M | 0.66% | 00.0% | Unchanged |
| NBT Bank N A | 5,917 | $991.0K | 0.14% | +61+1.0% | Added |
| Derbend Asset Management | 5,908 | $990.0K | 0.93% | +308+5.5% | 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 |
| 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 |
| Focus Financial Network, Inc. | 5,884 | $985.7K | 0.13% | +525+9.8% | Added |
| Qube Research & Technologies Ltd | 5,877 | $985.0K | 0.01% | +5,877 | New |
| 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 |
| Pecaut & Co. | 5,767 | $966.0K | 0.58% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,746 | $963.0K | 0.28% | −839−12.7% | 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 |
| Plimoth Trust Co LLC | 5,700 | $954.0K | 0.27% | −388−6.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,690 | $953.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Boenning & Scattergood, Inc. | 5,605 | $939.0K | 0.17% | +249+4.6% | Added |
| Birch Hill Investment Advisors LLC | 5,584 | $935.0K | 0.05% | +134+2.5% | Added |
| Resources Management Corp | 5,573 | $934.0K | 0.13% | −400−6.7% | Reduced |
| Sargent Bickham Lagudis LLC | 5,565 | $932.0K | 0.08% | +100+1.8% | Added |
| USA Financial Portformulas Corp | 5,545 | $929.0K | 0.83% | −290−5.0% | Reduced |
| Wealthsource Partners, LLC | 5,456 | $914.0K | 0.08% | +369+7.3% | Added |
| 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 |
| Principle Wealth Partners LLC | 5,419 | $908.0K | 0.10% | −425−7.3% | Reduced |
| Westwood Management Corp | 5,400 | $905.0K | 0.07% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 5,400 | $905.0K | 1.10% | +5,400 | New |
| V Wealth Advisors LLC | 5,368 | $900.0K | 0.14% | +89+1.7% | Added |
| Orion Portfolio Solutions, LLC | 5,294 | $887.0K | 0.03% | −1,755−24.9% | Reduced |
| Magnetar Financial LLC | 5,269 | $883.0K | 0.01% | +5,269 | New |
| Constitution Capital LLC | 5,250 | $880.0K | 0.53% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,244 | $879.0K | 0.12% | +286+5.8% | Added |
| Prescott Group Capital Management, L.L.C. | 5,200 | $871.0K | 0.24% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,157 | $864.0K | 0.03% | −1,126−17.9% | Reduced |
| Federated Hermes, Inc. | 5,153 | $863.0K | 0.00% | −2,889−35.9% | Reduced |
| Global Retirement Partners, LLC | 5,146 | $862.0K | 0.09% | −1,872−26.7% | 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 |
| Leisure Capital Management | 5,106 | $855.0K | 0.46% | −59−1.1% | Reduced |
| S.A. Mason LLC | 5,097 | $854.0K | 0.56% | +303+6.3% | Added |
| Strategic Advisors LLC | 5,085 | $851.0K | 0.18% | +3+0.1% | Added |
| Levin Capital Strategies, L.P. | 5,064 | $848.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Aft, Forsyth & Company, Inc. | 5,001 | $838.0K | 0.45% | +215+4.5% | Added |
| Papp L Roy & Associates | 4,995 | $837.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,054 | $835.0K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,946 | $833.0K | 0.02% | +557+12.7% | Added |
| Mission Wealth Management, LP | 4,958 | $831.0K | 0.04% | +11+0.2% | Added |
| Bedel Financial Consulting, Inc. | 4,935 | $827.0K | 0.28% | +6+0.1% | Added |
| Koshinski Asset Management, Inc. | 4,926 | $825.2K | 0.07% | +448+10.0% | Added |
| Ameritas Investment Company, LLC | 4,918 | $824.0K | 0.04% | +1,654+50.7% | 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 |
| 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 |
| Domani Wealth, LLC | 4,865 | $815.0K | 0.17% | −18−0.4% | Reduced |
| Pflug Koory, LLC | 4,853 | $813.0K | 0.44% | −250−4.9% | Reduced |
| Evanson Asset Management, LLC | 4,943 | $812.0K | 0.08% | +13+0.3% | Added |
| Sippican Capital Advisors | 4,837 | $810.0K | 0.70% | −140−2.8% | Reduced |
| Alhambra Investment Partners LLC | 4,828 | $809.0K | 0.62% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,789 | $802.0K | 0.03% | −7,101−59.7% | Reduced |
| 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 |
| 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 |
| 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 |