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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 2,847 | $477.0K | 0.14% | −8−0.3% | Reduced |
| Old National Bancorp | 2,837 | $475.0K | 0.02% | +48+1.7% | Added |
| Quadrant Private Wealth Management, LLC | 2,834 | $475.0K | 0.20% | +207+7.9% | Added |
| Bath Savings Trust Co | 2,830 | $474.0K | 0.05% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,817 | $472.0K | 0.05% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,811 | $471.0K | 0.05% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,605 | $471.0K | 0.18% | +132+5.3% | Added |
| Wealth Advisors, Inc. | 2,725 | $470.0K | 0.19% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,805 | $470.0K | 0.26% | +21+0.8% | Added |
| Sequoia Financial Advisors, LLC | 2,800 | $469.0K | 0.05% | −2,572−47.9% | Reduced |
| Marietta Investment Partners LLC | 2,800 | $469.0K | 0.11% | −292−9.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,785 | $467.0K | 0.12% | +41+1.5% | Added |
| Krane Funds Advisors LLC | 2,784 | $466.0K | 0.01% | −512−15.5% | Reduced |
| Matrix Asset Advisors Inc | 2,778 | $465.0K | 0.07% | 00.0% | Unchanged |
| Putnam Investments LLC | 2,752 | $461.0K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,751 | $461.0K | 0.17% | +2,751 | New |
| Garrison Asset Management, LLC | 2,736 | $458.0K | 0.28% | −220−7.4% | Reduced |
| North Star Investment Management Corp. | 2,704 | $453.0K | 0.04% | −10−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,699 | $452.0K | 0.03% | −61−2.2% | Reduced |
| Texas Yale Capital Corp. | 2,690 | $451.0K | 0.03% | 00.0% | Unchanged |
| Thomasville National Bank | 2,684 | $450.0K | 0.05% | −290−9.8% | Reduced |
| Childress Capital Advisors, LLC | 2,684 | $449.0K | 0.18% | +1,116+71.2% | Added |
| Triangle Securities Wealth Management | 2,676 | $448.0K | 0.15% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,671 | $447.0K | 0.09% | −35−1.3% | Reduced |
| Cypress Capital Group | 2,669 | $447.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,660 | $446.0K | 0.05% | −5−0.2% | Reduced |
| AIA Group Ltd | 2,663 | $446.0K | 0.03% | +773+40.9% | Added |
| Summit Financial Group Inc | 2,645 | $443.0K | 0.16% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,637 | $442.0K | 0.13% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,632 | $441.0K | 0.13% | −50−1.9% | Reduced |
| International Assets Investment Management, LLC | 2,629 | $440.0K | 0.08% | −315−10.7% | Reduced |
| Ballast Advisors LLC | 2,621 | $439.0K | 0.18% | −2−0.1% | Reduced |
| Green Harvest Asset Management LLC | 2,622 | $439.0K | 0.07% | +11+0.4% | Added |
| Mayflower Financial Advisors, LLC | 2,477 | $439.0K | 0.06% | −15−0.6% | Reduced |
| Paragon Capital Management Ltd | 2,612 | $438.0K | 0.08% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,600 | $436.0K | 0.07% | 00.0% | Unchanged |
| Bellevue Group AG | 2,600 | $436.0K | 0.00% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,598 | $435.0K | 0.14% | −54−2.0% | Reduced |
| Webster Bank, N. A. | 2,598 | $435.0K | 0.05% | +473+22.3% | Added |
| Silver Lake Advisory, LLC | 2,588 | $434.0K | 0.21% | +77+3.1% | Added |
| SPC Financial, Inc. | 2,582 | $433.0K | 0.05% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 2,567 | $430.1K | 0.17% | −738−22.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2,551 | $427.0K | 0.05% | −170−6.2% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $427.0K | 0.08% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,548 | $427.0K | 0.19% | +948+59.3% | Added |
| Sage Mountain Advisors LLC | 2,536 | $425.0K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,536 | $425.0K | 0.14% | +1,289+103.4% | Added |
| Mather Group, LLC. | 2,531 | $424.0K | 0.01% | −38−1.5% | Reduced |
| Bangor Savings Bank | 2,527 | $424.0K | 0.04% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,524 | $423.0K | 0.13% | −3,367−57.2% | Reduced |
| Round Hill Asset Management | 2,522 | $422.0K | 0.21% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,500 | $419.0K | 0.21% | −29−1.1% | Reduced |
| Aua Capital Management, LLC | 2,500 | $419.0K | 0.27% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $418.0K | 0.19% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,496 | $418.0K | 0.10% | +39+1.6% | Added |
| Patten Group, Inc. | 2,480 | $416.0K | 0.12% | 00.0% | Unchanged |
| Quest Capital Management Inc | 2,476 | $415.0K | 0.08% | −105−4.1% | Reduced |
| Xcel Wealth Management, LLC | 2,479 | $415.0K | 0.12% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,408 | $412.0K | 0.10% | −29−1.2% | Reduced |
| REDW Wealth LLC | 2,453 | $411.0K | 0.13% | +10.0% | Added |
| Allworth Financial LP | 2,455 | $411.0K | 0.01% | +967+65.0% | Added |
| Brandywine Oak Private Wealth LLC | 2,449 | $410.0K | 0.05% | −68−2.7% | Reduced |
| Camden Capital, LLC | 2,437 | $408.0K | 0.08% | +647+36.1% | Added |
| Waters Parkerson & Co., LLC | 2,430 | $407.0K | 0.02% | −661−21.4% | Reduced |
| Sage Private Wealth Group, LLC | 2,420 | $405.0K | 0.56% | −60−2.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,418 | $405.0K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,419 | $405.0K | 0.14% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,416 | $405.0K | 0.08% | +866+55.9% | Added |
| Meridian Wealth Advisors, LLC | 2,411 | $404.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,410 | $404.0K | 0.07% | +19+0.8% | Added |
| Westbourne Investment Advisors, Inc. | 2,408 | $403.0K | 0.18% | −550−18.6% | Reduced |
| LS Investment Advisors, LLC | 2,406 | $403.0K | 0.05% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,408 | $403.0K | 0.25% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,403 | $403.0K | 0.08% | +2+0.1% | Added |
| Palladium Partners LLC | 2,404 | $403.0K | 0.02% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,408 | $403.0K | 0.26% | +122+5.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,400 | $402.0K | 0.20% | −100−4.0% | Reduced |
| Confluence Investment Management LLC | 2,400 | $402.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,404 | $402.0K | 0.01% | +721+42.8% | Added |
| JNBA Financial Advisors | 2,393 | $401.0K | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,385 | $400.0K | 0.03% | +263+12.4% | Added |
| Hantz Financial Services, Inc. | 2,385 | $399.0K | 0.01% | +21+0.9% | Added |
| Oak Asset Management, LLC | 2,259 | $399.0K | 0.17% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,385 | $399.0K | 0.06% | +551+30.0% | Added |
| Charter Trust Co | 2,374 | $398.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,370 | $397.0K | 0.04% | +51+2.2% | Added |
| Worldquant Millennium Advisors LLC | 2,370 | $397.0K | 0.01% | +2,370 | New |
| Private Capital Group, LLC | 2,361 | $396.0K | 0.09% | −5−0.2% | Reduced |
| Fairbanks Capital Management, Inc. | 2,360 | $395.0K | 0.32% | −225−8.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,351 | $394.0K | 0.10% | +25+1.1% | Added |
| Geller Advisors LLC | 2,352 | $394.0K | 0.09% | +119+5.3% | Added |
| Fulton Breakefield Broenniman LLC | 2,349 | $394.0K | 0.03% | +243+11.5% | Added |
| Humankind Investments LLC | 2,354 | $394.0K | 0.18% | +2,354 | New |
| Snowden Capital Advisors LLC | 2,340 | $392.0K | 0.02% | −944−28.7% | Reduced |
| M&R Capital Management Inc | 2,315 | $387.0K | 0.09% | −19−0.8% | Reduced |
| Voya Financial Advisors, Inc. | 2,248 | $386.0K | 0.05% | +163+7.8% | Added |
| Clear Harbor Asset Management, LLC | 2,300 | $385.0K | 0.05% | −616−21.1% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $385.0K | 0.28% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,300 | $385.0K | 0.04% | +2,300 | New |
| Credential Qtrade Securities Inc. | 2,294 | $384.3K | 0.03% | +81+3.7% | Added |