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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 1,429 | $240.0K | 0.03% | −8−0.6% | Reduced |
| Colonial Trust Advisors | 1,431 | $240.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,435 | $240.0K | 0.05% | +30+2.1% | Added |
| Rosenberg Matthew Hamilton | 1,432 | $240.0K | 0.09% | +402+39.0% | Added |
| G&S Capital LLC | 1,421 | $238.0K | 0.13% | −164−10.3% | Reduced |
| Redwood Investment Management, LLC | 1,418 | $238.0K | 0.03% | +1,418 | New |
| Pacific Capital Wealth Advisors, Inc | 1,417 | $237.0K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,414 | $237.0K | 0.01% | +1,414 | New |
| Mayfair Advisory Group, LLC | 1,367 | $236.0K | 0.36% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $235.0K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,400 | $235.0K | 0.22% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,395 | $234.0K | 0.02% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,396 | $234.0K | 0.08% | +1,396 | New |
| Greenwich Wealth Management LLC | 1,388 | $232.0K | 0.02% | +1,388 | New |
| CapWealth Advisors, LLC | 1,377 | $231.0K | 0.03% | −120−8.0% | Reduced |
| Providence Capital Advisors, LLC | 1,377 | $231.0K | 0.07% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,375 | $230.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,371 | $230.0K | 0.20% | +1,371 | New |
| Legacy Private Trust Co. | 1,365 | $229.0K | 0.02% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,354 | $227.0K | 0.04% | −2,025−59.9% | Reduced |
| MBA Advisors LLC | 1,357 | $227.0K | 0.17% | −30−2.2% | Reduced |
| Burns J W & Co Inc | 1,353 | $227.0K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,354 | $227.0K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,350 | $226.0K | 0.06% | +1,350 | Added |
| PBMares Wealth Management LLC | 1,329 | $223.0K | 0.11% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 1,280 | $223.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,320 | $221.0K | 0.06% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,321 | $221.0K | 0.02% | +35+2.7% | Added |
| Qci Asset Management Inc | 1,322 | $221.0K | 0.01% | +1,322 | New |
| Oxinas Partners Wealth Management LLC | 1,312 | $220.0K | 0.13% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,300 | $218.0K | 0.05% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,302 | $218.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,302 | $218.0K | 0.04% | +71+5.8% | Added |
| Port Capital LLC | 1,295 | $217.0K | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,295 | $217.0K | 0.00% | +1,295 | New |
| Summit Place Financial Advisors, LLC | 1,298 | $217.0K | 0.16% | +1,298 | New |
| Zions Bancorporation, N.A. | 1,288 | $216.0K | 0.02% | +62+5.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,292 | $216.0K | 0.03% | +1,292 | New |
| Cedar Brook Financial Partners, LLC | 1,287 | $216.0K | 0.06% | +1,287 | New |
| Transcend Wealth Collective, LLC | 1,187 | $215.0K | 0.02% | −488−29.1% | Reduced |
| Paradigm Financial Advisors, LLC | 1,285 | $215.0K | 0.05% | 00.0% | Unchanged |
| Motco | 1,270 | $213.0K | 0.01% | −1,080−46.0% | Reduced |
| Summit Asset Management, LLC | 1,270 | $213.0K | 0.07% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,269 | $213.0K | 0.09% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,269 | $213.0K | 0.02% | +25+2.0% | Added |
| Vivaldi Capital Management, LLC | 1,266 | $212.0K | 0.05% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,265 | $212.0K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,258 | $211.0K | 0.01% | +20+1.6% | Added |
| Bank of the West | 1,258 | $211.0K | 0.02% | +1,258 | New |
| Cardan Capital Partners, LLC | 1,254 | $210.0K | 0.02% | −88−6.6% | Reduced |
| Garner Asset Management Corp | 1,247 | $209.0K | 0.10% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,245 | $209.0K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,247 | $209.0K | 0.03% | +9+0.7% | Added |
| Blue Square Asset Management, LLC | 1,240 | $208.0K | 0.13% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 1,233 | $207.0K | 0.09% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 1,238 | $207.0K | 0.07% | +1,238 | New |
| XML Financial, LLC | 1,232 | $206.0K | 0.03% | +1,232 | New |
| Tiedemann Advisors, LLC | 1,215 | $204.0K | 0.01% | −4,162−77.4% | Reduced |
| Wealth Management Partners, LLC | 1,216 | $204.0K | 0.15% | 00.0% | Unchanged |
| First National Corp | 1,206 | $202.0K | 0.05% | +1,206 | New |
| Nadler Financial Group, Inc. | 1,208 | $202.0K | 0.03% | +1,208 | New |
| Soltis Investment Advisors LLC | 1,208 | $202.0K | 0.03% | +1,208 | New |
| Fiera Capital Corp | 1,200 | $201.0K | 0.00% | −300−20.0% | Reduced |
| Firestone Capital Management | 1,215 | $201.0K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,200 | $201.0K | 0.01% | +1,200 | New |
| Reinhart Partners, Inc. | 1,200 | $201.0K | 0.01% | +1,200 | New |
| Nations Financial Group Inc, | 1,198 | $201.0K | 0.03% | +1,198 | New |
| Montgomery Investment Management Inc | 1,201 | $201.0K | 0.08% | +1,201 | New |
| Burt Wealth Advisors | 1,197 | $201.0K | 0.06% | +1,197 | New |
| TFC Financial Management | 1,191 | $200.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,193 | $200.0K | 0.01% | +821+220.7% | Added |
| Verus Financial Partners, Inc. | 1,133 | $200.0K | 0.03% | +1,133 | New |
| Assetmark, Inc | 1,169 | $196.0K | 0.00% | +148+14.5% | Added |
| State of Wyoming | 1,172 | $196.0K | 0.13% | +411+54.0% | Added |
| CNB Bank | 1,163 | $195.0K | 0.12% | −35−2.9% | Reduced |
| Compagnie Lombard Odier SCmA | 1,157 | $194.0K | 0.00% | −6,445−84.8% | Reduced |
| Valley National Advisers Inc | 1,149 | $192.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,138 | $191.0K | 0.03% | −284−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,140 | $191.0K | 0.02% | +250+28.1% | Added |
| Accel Wealth Management | 1,130 | $189.0K | 0.12% | +870+334.6% | Added |
| Centaurus Financial, Inc. | 1,105 | $185.0K | 0.02% | −44−3.8% | Reduced |
| Norway Savings Bank | 1,098 | $184.0K | 0.09% | +384+53.8% | Added |
| Atlas Private Wealth Advisors | 1,063 | $178.0K | 0.09% | −20−1.8% | Reduced |
| Truvestments Capital LLC | 1,055 | $177.0K | 0.10% | +1+0.1% | Added |
| Global Financial Private Client, LLC | 1,014 | $176.4K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 1,040 | $174.0K | 0.10% | +17+1.7% | Added |
| Financial Management Professionals, Inc. | 1,015 | $170.0K | 0.04% | +58+6.1% | Added |
| Lindbrook Capital, LLC | 1,006 | $169.0K | 0.04% | +19+1.9% | Added |
| Legacy Bridge, LLC | 1,000 | $168.0K | 0.10% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $168.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $168.0K | 0.10% | 00.0% | Unchanged |
| Sierra Capital LLC | 993 | $166.0K | 0.03% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 915 | $153.0K | 0.06% | +915 | New |
| Archer Investment Corp | 900 | $150.8K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $148.0K | 0.07% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 869 | $146.0K | 0.10% | +19+2.2% | Added |
| Liberty Wealth Management LLC | 860 | $145.0K | 0.05% | −1,170−57.6% | Reduced |
| Bellwether Advisors, LLC | 866 | $145.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 862 | $145.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 865 | $145.0K | 0.02% | +156+22.0% | Added |