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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Linscomb & Williams, Inc. | 4,720 | $791.0K | 0.04% | −300−6.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,706 | $788.0K | 0.05% | +46+1.0% | 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 |
| Brighton Jones LLC | 4,633 | $776.0K | 0.04% | +406+9.6% | Added |
| Schulhoff & Co Inc | 4,625 | $774.0K | 0.35% | 00.0% | Unchanged |
| 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 |
| Flputnam Investment Management Co | 4,591 | $769.0K | 0.03% | −94−2.0% | Reduced |
| 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 |
| 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 |
| YorkBridge Wealth Partners, LLC | 4,522 | $758.0K | 0.19% | −136−2.9% | Reduced |
| Evermay Wealth Management LLC | 4,491 | $752.0K | 0.15% | −4,100−47.7% | Reduced |
| Spinnaker Trust | 4,462 | $748.0K | 0.05% | −36−0.8% | Reduced |
| Beaton Management Co. Inc. | 4,456 | $747.0K | 0.49% | −2,747−38.1% | Reduced |
| Cypress Wealth Services, LLC | 4,445 | $745.0K | 0.22% | −20−0.4% | Reduced |
| Allegheny Financial Group LTD | 4,411 | $739.0K | 0.34% | −87−1.9% | Reduced |
| GFG Capital, LLC | 4,406 | $738.0K | 0.23% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,373 | $733.0K | 0.11% | +115+2.7% | Added |
| IFG Advisors, LLC | 4,368 | $732.0K | 0.34% | +11+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 4,364 | $731.0K | 0.48% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,358 | $730.0K | 0.05% | +378+9.5% | Added |
| Atlas Brown,Inc. | 4,352 | $729.0K | 0.32% | +125+3.0% | Added |
| Intersect Capital LLC | 4,341 | $727.0K | 0.12% | +169+4.1% | Added |
| Spire Wealth Management | 4,335 | $726.0K | 0.02% | +120+2.8% | Added |
| 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 |
| Lyell Wealth Management, LP | 4,305 | $721.0K | 0.09% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,267 | $714.0K | 0.08% | −64−1.5% | Reduced |
| Estabrook Capital Management | 4,255 | $712.8K | 0.11% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 4,245 | $711.0K | 0.15% | +920+27.7% | Added |
| 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 |
| Trillium Asset Management, LLC | 4,202 | $704.0K | 0.02% | −6−0.1% | Reduced |
| Platform Technology Partners | 4,182 | $701.0K | 0.32% | −104−2.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Golden State Wealth Management, LLC | 4,109 | $689.0K | 0.15% | −5−0.1% | Reduced |
| Blueprint Investment Partners LLC | 4,109 | $688.0K | 0.34% | +1,816+79.2% | 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 |
| 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 |
| Beaumont Asset Management, L.L.C. | 4,057 | $679.0K | 0.51% | +60+1.5% | Added |
| LGL Partners, LLC | 4,043 | $677.0K | 0.41% | +10.0% | Added |
| Weik Capital Management | 4,035 | $676.0K | 0.28% | +225+5.9% | Added |
| Brown Advisory Securities, LLC | 3,988 | $670.0K | 0.20% | −5,103−56.1% | Reduced |
| Exane Derivatives | 3,975 | $665.9K | 0.17% | −317−7.4% | Reduced |
| First City Capital Management, Inc. | 3,966 | $664.0K | 0.37% | +162+4.3% | Added |
| Baldwin Investment Management, LLC | 3,960 | $663.0K | 0.12% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,949 | $662.0K | 0.09% | +3,403+623.3% | Added |
| Partners Group Holding AG | 3,934 | $659.0K | 0.05% | +3,934 | New |
| Sound View Wealth Advisors Group, LLC | 3,918 | $656.0K | 0.14% | −233−5.6% | Reduced |
| Tortoise Index Solutions, LLC | 3,911 | $655.0K | 0.16% | +3,911 | New |
| Doliver Advisors, LP | 3,903 | $654.0K | 0.22% | +302+8.4% | 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 |
| 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 |
| 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 |
| Fort Pitt Capital Group, LLC | 3,853 | $645.0K | 0.03% | −642−14.3% | Reduced |
| Stonebridge Capital Management Inc | 3,840 | $644.0K | 0.24% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 3,843 | $643.0K | 0.12% | −19−0.5% | Reduced |
| Kovack Advisors, Inc. | 3,824 | $641.0K | 0.07% | −279−6.8% | Reduced |
| Optas, LLC | 3,814 | $639.0K | 0.19% | −14−0.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 3,740 | $626.6K | 0.23% | −3−0.1% | Reduced |
| 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 |
| DT Investment Partners, LLC | 3,707 | $621.0K | 0.08% | +2,473+200.4% | Added |
| GYL Financial Synergies, LLC | 3,702 | $620.0K | 0.32% | +21+0.6% | Added |
| 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 |
| Bristol John W & Co Inc | 3,670 | $615.0K | 0.01% | 00.0% | Unchanged |
| Resource Management, LLC | 3,664 | $614.0K | 0.07% | −1,496−29.0% | Reduced |
| VeraBank, N.A. | 3,653 | $612.0K | 0.35% | −290−7.4% | Reduced |
| 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 |