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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 3,625 | $607.0K | 0.13% | +10.0% | Added |
| Arrow Financial Corp | 3,620 | $606.0K | 0.08% | −150−4.0% | Reduced |
| Factorial Partners, LLC | 3,600 | $603.0K | 0.41% | −7,500−67.6% | Reduced |
| Cadence Bank NA | 3,601 | $603.0K | 0.18% | +1,000+38.4% | Added |
| Hall Capital Management Co Inc | 3,585 | $601.0K | 0.38% | −20−0.6% | Reduced |
| Aspen Investment Management Inc | 3,588 | $601.0K | 0.32% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,475 | $600.0K | 0.30% | +2+0.1% | Added |
| Independent Financial Group, LLC | 3,555 | $595.6K | 0.06% | +200+6.0% | Added |
| First Citizens Bank & Trust Co | 3,546 | $594.0K | 0.03% | +171+5.1% | Added |
| US Asset Management LLC | 3,544 | $594.0K | 0.58% | +3,544 | New |
| Prospera Financial Services Inc | 3,533 | $593.0K | 0.03% | −450−11.3% | Reduced |
| Sigma Investment Counselors Inc | 3,527 | $591.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 3,530 | $591.0K | 0.02% | +118+3.5% | Added |
| Ferguson Wellman Capital Management, Inc | 3,517 | $589.0K | 0.02% | 00.0% | Unchanged |
| Barton Investment Management | 3,500 | $586.0K | 0.05% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,487 | $584.0K | 0.40% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 3,475 | $582.0K | 0.11% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,474 | $582.0K | 0.47% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,471 | $581.0K | 0.01% | −238−6.4% | Reduced |
| PFG Advisors | 3,460 | $580.0K | 0.07% | −18−0.5% | Reduced |
| Engine No. 1 LLC | 3,462 | $580.0K | 0.15% | +1,388+66.9% | Added |
| Monetary Management Group Inc | 3,450 | $578.0K | 0.16% | +625+22.1% | Added |
| Defined Wealth Management, LLC | 3,444 | $577.0K | 0.51% | +28+0.8% | Added |
| Tompkins Financial Corp | 3,443 | $577.0K | 0.11% | +3,443 | New |
| SignalPoint Asset Management, LLC | 3,434 | $575.0K | 0.18% | +101+3.0% | Added |
| Old Mission Investment Co LLC | 3,426 | $574.0K | 0.23% | −11−0.3% | Reduced |
| TNF LLC | 3,575 | $574.0K | 0.25% | +3,575 | New |
| Grove Bank & Trust | 3,415 | $572.0K | 0.12% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,394 | $569.0K | 0.03% | +100+3.0% | Added |
| Profit Investment Management, LLC | 3,376 | $565.0K | 0.39% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,373 | $565.0K | 0.04% | +56+1.7% | Added |
| Hartford Financial Management Inc. | 3,362 | $563.0K | 0.14% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,357 | $562.0K | 0.16% | +327+10.8% | Added |
| Semmax Financial Advisors Inc. | 3,350 | $561.0K | 0.19% | −201−5.7% | Reduced |
| Riverbridge Partners LLC | 3,348 | $561.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 3,319 | $556.0K | 0.02% | −119−3.5% | Reduced |
| Antonetti Capital Management LLC | 3,300 | $553.0K | 0.45% | +3,300 | New |
| BTR Capital Management Inc | 3,292 | $552.0K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,298 | $552.0K | 0.14% | +6+0.2% | Added |
| JB Capital LLC | 3,288 | $551.0K | 0.07% | +3,288 | New |
| Central Bank & Trust Co | 3,285 | $550.0K | 0.09% | −394−10.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,280 | $549.0K | 0.17% | −100−3.0% | Reduced |
| Symphony Financial, Ltd. Co. | 3,196 | $548.0K | 0.19% | −889−21.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,263 | $547.0K | 0.10% | −290−8.2% | Reduced |
| BSW Wealth Partners | 3,257 | $546.0K | 0.15% | −211−6.1% | Reduced |
| Two Sigma Securities, LLC | 3,257 | $546.0K | 0.11% | +1,449+80.1% | Added |
| IHT Wealth Management, LLC | 3,249 | $544.0K | 0.04% | −433−11.8% | Reduced |
| Derby & Company, Inc | 3,240 | $543.0K | 0.11% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,241 | $543.0K | 0.27% | −636−16.4% | Reduced |
| WMS Partners, LLC | 3,230 | $541.0K | 0.08% | −262−7.5% | Reduced |
| Clean Yield Group | 3,232 | $541.0K | 0.19% | 00.0% | Unchanged |
| Barings LLC | 3,211 | $538.0K | 0.01% | −2,160−40.2% | Reduced |
| Wittenberg Investment Management, Inc. | 3,210 | $538.0K | 0.21% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,199 | $536.0K | 0.06% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 3,200 | $536.0K | 0.04% | +3,200 | New |
| Heritage Wealth Advisors | 3,172 | $531.3K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,167 | $531.0K | 0.16% | −900−22.1% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $531.0K | 0.10% | −40−1.3% | Reduced |
| All Terrain Financial Advisors, LLC | 3,160 | $529.0K | 0.24% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,125 | $524.0K | 0.16% | +402+14.8% | Added |
| Optimal Asset Management, Inc. | 3,124 | $523.0K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,123 | $523.0K | 0.08% | +10.0% | Added |
| Cambridge Advisors Inc. | 3,110 | $521.0K | 0.13% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 3,098 | $519.0K | 0.39% | −75−2.4% | Reduced |
| Interchange Capital Partners, LLC | 3,100 | $519.0K | 0.87% | −17−0.5% | Reduced |
| Bingham Osborn & Scarborough LLC | 3,100 | $519.0K | 0.04% | +66+2.2% | Added |
| Security National Trust Co | 3,131 | $518.0K | 0.12% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,076 | $515.0K | 0.06% | +8+0.3% | Added |
| Eastern Bank | 3,061 | $513.0K | 0.02% | −187−5.8% | Reduced |
| Knightsbridge Asset Management, LLC | 3,064 | $513.0K | 0.18% | +963+45.8% | Added |
| Acima Private Wealth, LLC | 3,057 | $512.0K | 0.24% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,050 | $511.0K | 0.09% | −1,258−29.2% | Reduced |
| Maryland Capital Management | 3,049 | $511.0K | 0.03% | −470−13.4% | Reduced |
| Magnus Financial Group LLC | 3,046 | $510.0K | 0.11% | +4+0.1% | Added |
| Sawtooth Solutions, LLC | 3,034 | $508.0K | 0.08% | +587+24.0% | Added |
| Shufro Rose & Co LLC | 3,033 | $508.0K | 0.04% | +1,300+75.0% | Added |
| Mezzasalma Advisors, LLC | 3,017 | $505.0K | 0.28% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $503.0K | 0.19% | −100−3.2% | Reduced |
| Violich Capital Management, Inc. | 3,000 | $503.0K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,000 | $503.0K | 0.17% | +1,061+54.7% | Added |
| Legacy Wealth Management, LLC | 3,000 | $502.6K | 0.27% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,000 | $502.0K | 0.20% | +3,000 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,993 | $501.0K | 0.09% | −18,905−86.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,993 | $501.0K | 0.23% | 00.0% | Unchanged |
| 55I, LLC | 2,993 | $501.0K | 0.01% | +2,993 | New |
| Cadent Capital Advisors, LLC | 2,986 | $500.0K | 0.22% | +10.0% | Added |
| Chicago Partners Investment Group LLC | 2,750 | $499.0K | 0.03% | −42−1.5% | Reduced |
| Phoenix Wealth Advisors | 2,972 | $498.0K | 0.37% | +32+1.1% | Added |
| Mechanics Bank Trust Department | 2,975 | $498.0K | 0.08% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,954 | $495.0K | 0.13% | +2,954 | New |
| Twin Lakes Capital Management, LLC | 2,935 | $492.0K | 0.29% | +1,518+107.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,907 | $487.0K | 0.09% | +44+1.5% | Added |
| Abbrea Capital, LLC | 2,899 | $486.0K | 0.07% | −250−7.9% | Reduced |
| Signature Wealth Management Partners, LLC | 2,896 | $485.0K | 0.44% | −200−6.5% | Reduced |
| Pioneer Trust Bank N A | 2,895 | $485.0K | 0.14% | −39−1.3% | Reduced |
| Kozak & Associates, Inc. | 2,646 | $485.0K | 0.29% | +2,646 | New |
| Roosevelt Investment Group LLC | 2,873 | $481.0K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 2,874 | $481.0K | 0.03% | +55+2.0% | Added |
| MayTech Global Investments, LLC | 2,866 | $480.0K | 0.10% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 2,852 | $478.0K | 0.01% | +2,852 | New |