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 |
|---|---|---|---|---|---|
| Parsec Financial Management, Inc. | 2,137 | $384.0K | 0.02% | +274+14.7% | Added |
| Covenant Multifamily Offices, LLC | 2,194 | $383.0K | 0.07% | +634+40.6% | Added |
| Advisor OS, LLC | 2,276 | $381.0K | 0.08% | −79−3.4% | Reduced |
| MCF Advisors LLC | 2,274 | $381.0K | 0.04% | +297+15.0% | Added |
| Aberdeen Wealth Management LLC | 2,266 | $380.0K | 0.37% | −200−8.1% | Reduced |
| Keudell/Morrison Wealth Management | 2,263 | $379.0K | 0.16% | −35−1.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,261 | $379.0K | 0.16% | +38+1.7% | Added |
| EPG Wealth Management LLC | 2,257 | $378.0K | 0.15% | −45−2.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,253 | $377.0K | 0.07% | +31+1.4% | Added |
| Capital Analysts, LLC | 2,243 | $376.0K | 0.02% | +150+7.2% | Added |
| Financial Advisors, LLC | 2,240 | $375.0K | 0.13% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,229 | $373.0K | 0.03% | −46−2.0% | Reduced |
| Columbia Trust Co 01012016 | 2,221 | $372.0K | 0.20% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,196 | $368.0K | 0.20% | +516+30.7% | Added |
| Penserra Capital Management LLC | 2,195 | $367.0K | 0.01% | +218+11.0% | Added |
| MidWestOne Financial Group, Inc. | 2,186 | $366.0K | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,186 | $366.0K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,185 | $366.0K | 0.06% | +50+2.3% | Added |
| West Family Investments, Inc. | 2,180 | $365.0K | 0.10% | +315+16.9% | Added |
| Cypress Capital Management LLC | 2,191 | $362.0K | 0.05% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,156 | $361.0K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,157 | $361.0K | 0.00% | +1,522+239.7% | Added |
| 9258 Wealth Management, LLC | 2,145 | $359.0K | 0.10% | −10.0% | Reduced |
| Tiemann Investment Advisors, LLC | 2,136 | $358.0K | 0.17% | −83−3.7% | Reduced |
| Reliant Investment Management, LLC | 2,131 | $357.0K | 0.18% | 00.0% | Unchanged |
| Essex Savings Bank | 2,153 | $357.0K | 0.13% | −15−0.7% | Reduced |
| Level Four Advisory Services, LLC | 2,106 | $353.0K | 0.04% | −4,993−70.3% | Reduced |
| Yorktown Management & Research Co Inc | 2,110 | $353.0K | 0.27% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,106 | $353.0K | 0.23% | +10.0% | Added |
| Toth Financial Advisory Corp | 2,108 | $353.0K | 0.05% | +123+6.2% | Added |
| Ferris Capital, LLC | 1,945 | $353.0K | 0.08% | +1,945 | New |
| Cape Ann Savings Bank | 2,100 | $352.0K | 0.23% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,095 | $351.0K | 0.11% | −15−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 2,088 | $350.0K | 0.01% | +171+8.9% | Added |
| Allen Investment Management LLC | 2,073 | $347.0K | 0.00% | +2,073 | New |
| First Command Bank | 2,061 | $345.0K | 0.06% | +703+51.8% | Added |
| First Command Financial Services, Inc. | 2,061 | $345.0K | 0.06% | +703+51.8% | Added |
| Great Diamond Partners, LLC | 2,065 | $345.0K | 0.09% | +2,065 | New |
| Pacitti Group Inc. | 2,051 | $344.0K | 0.21% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,053 | $344.0K | 0.05% | +123+6.4% | Added |
| Citizens National Bank Trust Department | 2,050 | $343.0K | 0.10% | −290−12.4% | Reduced |
| Great Valley Advisor Group, Inc. | 2,049 | $343.0K | 0.02% | −271−11.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,048 | $343.0K | 0.05% | −94−4.4% | Reduced |
| Greylin Investment Mangement Inc | 2,050 | $343.0K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $343.0K | 0.07% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,041 | $342.0K | 0.09% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 2,037 | $341.0K | 0.00% | +152+8.1% | Added |
| Financial Advocates Investment Management | 2,037 | $341.0K | 0.02% | +2,037 | New |
| Wealth Dimensions Group, Ltd. | 2,022 | $339.0K | 0.22% | +2,022 | New |
| Mountain Pacific Investment Advisers Inc | 2,015 | $338.0K | 0.02% | −175−8.0% | Reduced |
| Fiducient Advisors LLC | 2,012 | $337.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,013 | $337.0K | 0.04% | +164+8.9% | Added |
| Davis R M Inc | 2,006 | $336.0K | 0.01% | +109+5.7% | Added |
| Physicians Financial Services, Inc. | 2,000 | $335.0K | 0.14% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $335.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $335.0K | 0.29% | +2,000 | New |
| BDO Wealth Advisors, LLC | 1,994 | $334.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,994 | $334.0K | 0.02% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,987 | $333.0K | 0.09% | +35+1.8% | Added |
| Cahill Financial Advisors Inc | 1,975 | $331.0K | 0.07% | −475−19.4% | Reduced |
| Allred Capital Management, LLC | 1,975 | $331.0K | 0.17% | −262−11.7% | Reduced |
| Merit Financial Group, LLC | 1,977 | $331.0K | 0.03% | +200+11.3% | Added |
| FinTrust Capital Advisors, LLC | 1,970 | $330.0K | 0.09% | +51+2.7% | Added |
| Davidson Trust Co | 1,948 | $327.0K | 0.25% | −140−6.7% | Reduced |
| Marcum Wealth, LLC | 1,951 | $327.0K | 0.05% | +1,951 | New |
| Titus Wealth Management | 1,938 | $325.0K | 0.17% | +45+2.4% | Added |
| Dearborn Partners LLC | 1,935 | $324.0K | 0.01% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $324.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 1,927 | $322.0K | 0.04% | +2+0.1% | Added |
| Private Capital Management LLC | 1,913 | $321.0K | 0.13% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,911 | $320.0K | 0.05% | −1,528−44.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,914 | $320.0K | 0.10% | +160+9.1% | Added |
| Axiom Financial Strategies, LLC | 1,898 | $318.0K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,901 | $318.0K | 0.05% | +77+4.2% | Added |
| Hanson & Doremus Investment Management | 1,897 | $318.0K | 0.07% | −29−1.5% | Reduced |
| Windsor Capital Management, LLC | 1,898 | $317.0K | 0.10% | +2+0.1% | Added |
| Perennial Investment Advisors, LLC | 1,892 | $317.0K | 0.11% | +8+0.4% | Added |
| Continuum Advisory, LLC | 1,892 | $317.0K | 0.08% | +641+51.2% | Added |
| Archford Capital Strategies, LLC | 1,879 | $315.0K | 0.07% | +241+14.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,879 | $314.0K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,869 | $313.0K | 0.11% | −2,789−59.9% | Reduced |
| Stockman Wealth Management, Inc. | 1,865 | $312.0K | 0.07% | −5−0.3% | Reduced |
| First National Bank | 1,863 | $312.0K | 0.30% | +1,863 | New |
| Washington Capital Management Inc | 1,862 | $311.9K | 0.28% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,855 | $311.0K | 0.03% | −100−5.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,859 | $311.0K | 0.02% | +264+16.6% | Added |
| Weybosset Research & Management LLC | 1,850 | $310.0K | 0.13% | −100−5.1% | Reduced |
| Nottingham Advisors, Inc. | 1,842 | $309.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,845 | $309.0K | 0.03% | +1,845 | New |
| Integrated Advisors Network LLC | 1,836 | $308.0K | 0.02% | −92−4.8% | Reduced |
| Reilly Financial Advisors, LLC | 1,835 | $307.0K | 0.03% | 00.0% | Unchanged |
| KCS Wealth Advisory | 1,827 | $306.0K | 0.14% | −310−14.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,822 | $305.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,820 | $305.0K | 0.22% | +291+19.0% | Added |
| Trellis Advisors, LLC | 1,817 | $304.0K | 0.16% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,814 | $304.0K | 0.14% | +7+0.4% | Added |
| 180 Wealth Advisors, LLC | 1,721 | $303.0K | 0.07% | −362−17.4% | Reduced |
| Glassman Wealth Services | 1,808 | $303.0K | 0.06% | −38−2.1% | Reduced |
| Probity Advisors, Inc. | 1,800 | $302.0K | 0.06% | −134−6.9% | Reduced |
| Wealthquest Corp | 1,807 | $302.0K | 0.05% | −43−2.3% | Reduced |