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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 860 | $144.0K | 0.09% | +201+30.5% | Added |
| QVR LLC | 862 | $144.0K | 0.29% | +417+93.7% | Added |
| Freedman Financial Associates, Inc. | 849 | $142.0K | 0.10% | 00.0% | Unchanged |
| Tobam | 842 | $141.0K | 0.01% | +374+79.9% | Added |
| BerganKDV Wealth Management, LLC | 816 | $137.0K | 0.02% | +95+13.2% | Added |
| O'Dell Group, LLC | 809 | $136.0K | 0.04% | −806−49.9% | Reduced |
| Ancora Advisors, LLC | 797 | $134.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 794 | $133.0K | 0.00% | −5,918−88.2% | Reduced |
| First Financial Corp | 795 | $133.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 793 | $133.0K | 0.03% | +148+22.9% | Added |
| Mascoma Wealth Management LLC | 785 | $132.0K | 0.05% | +785 | New |
| Endurance Wealth Management, Inc. | 775 | $130.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 773 | $130.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 750 | $126.0K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 755 | $126.0K | 0.06% | +191+33.9% | Added |
| Psagot Investment House Ltd. | 740 | $124.0K | 0.02% | −30,681−97.6% | Reduced |
| Versant Capital Management, Inc | 739 | $124.0K | 0.04% | −3−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 740 | $124.0K | 0.02% | +740 | New |
| Gryphon Financial Partners LLC | 734 | $123.0K | 0.03% | +734 | New |
| Kelly Financial Services LLC | 730 | $122.4K | 0.07% | −119,821−99.4% | Reduced |
| Tarbox Family Office, Inc. | 731 | $122.0K | 0.02% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 721 | $121.0K | 0.10% | +2+0.3% | Added |
| Baron Financial Group, LLC | 721 | $120.8K | 0.07% | 00.0% | Unchanged |
| CKW Financial Group | 690 | $120.0K | 0.02% | +40+6.2% | Added |
| Bollard Group LLC | 700 | $117.0K | 0.00% | +2+0.3% | Added |
| Benjamin Edwards Inc | 699 | $117.0K | 0.07% | +69+11.0% | Added |
| Concord Wealth Partners | 692 | $116.0K | 0.05% | −475−40.7% | Reduced |
| Gemmer Asset Management LLC | 694 | $116.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $115.0K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 687 | $115.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 662 | $115.0K | 0.09% | +182+37.9% | Added |
| Logan Capital Management Inc | 665 | $111.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 642 | $107.0K | 0.05% | +642 | New |
| Tradewinds Capital Management, LLC | 632 | $106.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 624 | $105.0K | 0.11% | −102−14.0% | Reduced |
| Institutional & Family Asset Management, LLC | 621 | $104.0K | 0.02% | −16−2.5% | Reduced |
| Raffa Wealth Management, LLC | 617 | $103.4K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 610 | $102.0K | 0.01% | +310+103.3% | Added |
| Standard Family Office LLC | 600 | $101.0K | 0.03% | −2,531−80.8% | Reduced |
| Orion Capital Management LLC | 600 | $101.0K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 593 | $99.0K | 0.00% | −10−1.7% | Reduced |
| Fortis Advisors, LLC | 588 | $99.0K | 0.06% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 579 | $97.0K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 571 | $96.0K | 0.03% | +311+119.6% | Added |
| American State Bank (Iowa) | 570 | $95.5K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 565 | $95.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $94.0K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 544 | $92.0K | 0.06% | +1+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 525 | $88.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 528 | $88.0K | 0.01% | +33+6.7% | Added |
| Pinnacle Bancorp, Inc. | 520 | $87.0K | 0.03% | −225−30.2% | Reduced |
| AlphaMark Advisors, LLC | 518 | $87.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 519 | $87.0K | 0.01% | +15+3.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 520 | $87.0K | 0.08% | +520 | New |
| PSI Advisors, LLC | 522 | $87.0K | 0.04% | +522 | New |
| Heritage Wealth Management, LLC | 513 | $86.0K | 0.03% | −9,731−95.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 507 | $85.0K | 0.05% | +40+8.6% | Added |
| Farmers & Merchants Investments Inc | 501 | $84.0K | 0.00% | −63−11.2% | Reduced |
| Pittenger & Anderson Inc | 500 | $84.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $84.0K | 0.10% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $84.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 505 | $84.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 492 | $82.0K | 0.02% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 484 | $81.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 480 | $80.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 473 | $79.0K | 0.02% | −235−33.2% | Reduced |
| Pacific Center for Financial Services | 466 | $78.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 466 | $78.0K | 0.02% | +166+55.3% | Added |
| Bay Harbor Wealth Management, LLC | 461 | $77.0K | 0.03% | +177+62.3% | Added |
| Sirios Capital Management L P | 456 | $76.0K | 0.01% | −251−35.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 450 | $75.0K | 0.04% | +200+80.0% | Added |
| Alpha Paradigm Partners, LLC | 450 | $75.0K | 0.03% | +450 | New |
| Robinson Value Management, Ltd. | 442 | $74.0K | 0.07% | −11,785−96.4% | Reduced |
| West Paces Advisors Inc. | 437 | $73.2K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 400 | $70.0K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $67.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 393 | $66.0K | 0.02% | +1+0.3% | Added |
| Edge Wealth Management LLC | 386 | $65.0K | 0.01% | +16+4.3% | Added |
| Rock Creek Group, LP | 383 | $64.0K | 0.01% | −333−46.5% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $63.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 372 | $62.0K | 0.01% | +8+2.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 348 | $58.3K | 0.07% | −10−2.8% | Reduced |
| Ironwood Financial, llc | 343 | $57.0K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 340 | $56.0K | 0.05% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 326 | $55.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 315 | $53.0K | 0.01% | +119+60.7% | Added |
| Bellevue Asset Management, LLC | 300 | $51.0K | 0.03% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 300 | $50.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $50.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 300 | $50.0K | 0.01% | +28+10.3% | Added |
| Earnest Partners LLC | 293 | $49.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 289 | $48.0K | 0.03% | −11−3.7% | Reduced |
| Cedar Mountain Advisors, LLC | 288 | $48.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 269 | $45.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 449 | $45.0K | 0.00% | +449 | New |
| GPS Wealth Strategies Group, LLC | 255 | $43.0K | 0.01% | +60+30.8% | Added |
| D'Orazio & Associates, Inc. | 257 | $43.0K | 0.01% | +257 | New |
| Column Capital Advisors, LLC | 249 | $42.0K | 0.01% | −24−8.8% | Reduced |
| Kowal Investment Group, LLC | 248 | $42.0K | 0.01% | +248 | New |
| Ravenstone Capital Management Inc. | 245 | $41.0K | 0.03% | 00.0% | Unchanged |