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 |
|---|---|---|---|---|---|
| Farr Miller & Washington LLC | 1,804 | $302.0K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,805 | $302.0K | 0.08% | 00.0% | Unchanged |
| Granite Investment Advisors, LLC | 1,797 | $301.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,730 | $300.0K | 0.14% | −50−2.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,771 | $297.0K | 0.08% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,773 | $297.0K | 0.04% | +112+6.7% | Added |
| Highland Private Wealth Management | 1,763 | $296.0K | 0.04% | −350−16.6% | Reduced |
| HCR Wealth Advisors | 1,765 | $296.0K | 0.05% | 00.0% | Unchanged |
| Windsor Group LTD | 1,704 | $296.0K | 0.06% | −19−1.1% | Reduced |
| Zevenbergen Capital Investments LLC | 1,760 | $295.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,760 | $295.0K | 0.08% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,750 | $293.0K | 0.10% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,746 | $293.0K | 0.16% | +1,746 | New |
| Capital Asset Advisory Services LLC | 1,742 | $292.0K | 0.03% | +3+0.2% | Added |
| Traphagen Investment Advisors LLC | 1,728 | $289.5K | 0.05% | +100+6.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $289.0K | 0.01% | −1,000−36.7% | Reduced |
| Investors Research Corp | 1,713 | $287.0K | 0.10% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 1,705 | $286.0K | 0.02% | +55+3.3% | Added |
| MEMBERS Trust Co | 1,657 | $284.0K | 0.01% | −85−4.9% | Reduced |
| PDS Planning, Inc | 1,695 | $284.0K | 0.07% | +160+10.4% | Added |
| Stratos Wealth Advisors, LLC | 1,689 | $283.0K | 0.02% | −270−13.8% | Reduced |
| Sittner & Nelson, LLC | 1,686 | $283.0K | 0.18% | +1+0.1% | Added |
| Michael B. Yongue | 1,675 | $281.0K | 0.21% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,678 | $281.0K | 0.02% | +309+22.6% | Added |
| Laird Norton Trust Company, LLC | 1,672 | $280.0K | 0.03% | −160−8.7% | Reduced |
| Verity & Verity, LLC | 1,624 | $280.0K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,673 | $280.0K | 0.04% | +226+15.6% | Added |
| Warren Averett Asset Management, LLC | 1,542 | $280.0K | 0.02% | +1,542 | New |
| Bahl & Gaynor Inc | 1,663 | $279.0K | 0.00% | −115−6.5% | Reduced |
| Blume Capital Management, Inc. | 1,663 | $279.0K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,665 | $279.0K | 0.02% | +257+18.3% | Added |
| Convergence Investment Partners, LLC | 1,658 | $278.0K | 0.15% | −422−20.3% | Reduced |
| Flagship Private Wealth, LLC | 1,654 | $277.0K | 0.22% | +1+0.1% | Added |
| Foster & Motley Inc | 1,648 | $276.0K | 0.02% | −151−8.4% | Reduced |
| Skba Capital Management LLC | 1,650 | $276.0K | 0.06% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,645 | $276.0K | 0.05% | +1+0.1% | Added |
| Hemington Wealth Management | 1,644 | $275.0K | 0.10% | +19+1.2% | Added |
| Blue Fin Capital, Inc. | 1,637 | $274.0K | 0.08% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,631 | $273.0K | 0.05% | −165−9.2% | Reduced |
| CPWM, LLC | 1,630 | $273.0K | 0.03% | −33−2.0% | Reduced |
| Vigilant Capital Management, LLC | 1,627 | $273.0K | 0.02% | +127+8.5% | Added |
| First Business Financial Services, Inc. | 1,630 | $273.0K | 0.03% | +287+21.4% | Added |
| Financial Architects, Inc | 1,624 | $272.0K | 0.04% | −852−34.4% | Reduced |
| Graypoint LLC | 1,624 | $272.0K | 0.03% | +260+19.1% | Added |
| Independent Solutions Wealth Management, LLC | 1,620 | $271.4K | 0.07% | +18+1.1% | Added |
| Elevated Capital Advisors, LLC | 1,610 | $270.0K | 0.09% | +1,610 | New |
| SFMG, LLC | 1,608 | $269.0K | 0.03% | −18−1.1% | Reduced |
| Midwest Professional Planners, LTD. | 1,606 | $269.0K | 0.14% | +13+0.8% | Added |
| HBW Advisory Services LLC | 1,607 | $269.0K | 0.07% | +109+7.3% | Added |
| Optimum Investment Advisors | 1,600 | $268.0K | 0.11% | −500−23.8% | Reduced |
| Puzo Michael J | 1,600 | $268.0K | 0.08% | 00.0% | Unchanged |
| Truehand, Inc | 1,600 | $268.0K | 0.16% | 00.0% | Unchanged |
| Summit Global Investments | 1,600 | $268.0K | 0.02% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $268.0K | 0.03% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 1,599 | $267.9K | 0.08% | +1+0.1% | Added |
| K.J. Harrison & Partners Inc | 1,582 | $267.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,589 | $266.0K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,579 | $265.0K | 0.10% | −10−0.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $265.0K | 0.12% | +1,579 | New |
| LCNB Corp | 1,577 | $264.0K | 0.13% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,574 | $264.0K | 0.18% | +1+0.1% | Added |
| United Bank | 1,575 | $264.0K | 0.04% | +100+6.8% | Added |
| Calton & Associates, Inc. | 1,579 | $264.0K | 0.06% | +149+10.4% | Added |
| Avantax Planning Partners, Inc. | 1,569 | $263.0K | 0.01% | −44−2.7% | Reduced |
| CWA Asset Management Group, LLC | 1,554 | $260.0K | 0.02% | +128+9.0% | Added |
| Whitener Capital Management, Inc. | 2,150 | $259.0K | 0.12% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,544 | $259.0K | 0.26% | −39−2.5% | Reduced |
| Centric Wealth Management | 1,544 | $259.0K | 0.10% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,540 | $258.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,540 | $258.0K | 0.03% | +89+6.1% | Added |
| Solitude Financial Services | 1,532 | $257.0K | 0.18% | −465−23.3% | Reduced |
| Thoroughbred Financial Services, LLC | 1,538 | $257.0K | 0.06% | +1+0.1% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $257.0K | 0.22% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,524 | $255.0K | 0.07% | −250−14.1% | Reduced |
| Bridge Creek Capital Management LLC | 1,525 | $255.0K | 0.09% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,519 | $254.0K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,512 | $253.0K | 0.04% | −53−3.4% | Reduced |
| City Holding Co | 1,510 | $253.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,514 | $253.0K | 0.15% | +632+71.7% | Added |
| Chesapeake Wealth Management | 1,505 | $252.0K | 0.09% | −389−20.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,500 | $251.0K | 0.06% | −12−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,500 | $251.0K | 0.07% | −14−0.9% | Reduced |
| Professional Advisory Services Inc | 1,500 | $251.0K | 0.04% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $251.0K | 0.12% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,500 | $251.0K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 1,492 | $250.0K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,487 | $249.0K | 0.02% | −599−28.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,483 | $249.0K | 0.03% | −14−0.9% | Reduced |
| Delta Asset Management LLC | 1,486 | $249.0K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,483 | $248.0K | 0.08% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,475 | $247.0K | 0.17% | +1,475 | New |
| Fagan Associates, Inc. | 1,460 | $245.0K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,455 | $244.0K | 0.11% | −75−4.9% | Reduced |
| Middleton & Co Inc | 1,450 | $243.0K | 0.03% | −400−21.6% | Reduced |
| Autus Asset Management, LLC | 1,450 | $243.0K | 0.03% | −60−4.0% | Reduced |
| Cozad Asset Management Inc | 1,450 | $243.0K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,449 | $243.0K | 0.11% | +1,326+1,078.0% | Added |
| East Coast Asset Management, LLC. | 1,442 | $242.0K | 0.06% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,389 | $242.0K | 0.22% | +90+6.9% | Added |
| Annex Advisory Services, LLC | 1,437 | $241.0K | 0.02% | 00.0% | Unchanged |