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 |
|---|---|---|---|---|---|
| Baldrige Asset Management LLC | 239 | $40.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 230 | $39.0K | 0.02% | +63+37.7% | Added |
| Financial Perspectives, Inc | 227 | $38.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 226 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 222 | $37.0K | 0.01% | −21−8.6% | Reduced |
| Clearview Wealth Advisors LLC | 224 | $37.0K | 0.02% | +1+0.4% | Added |
| Geo Capital Gestora de Recursos Ltd | 214 | $36.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 207 | $35.0K | 0.00% | −103−33.2% | Reduced |
| First Personal Financial Services | 200 | $34.0K | 0.01% | −50−20.0% | Reduced |
| Hudock, Inc. | 207 | $34.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $34.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $34.0K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 201 | $34.0K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 200 | $34.0K | 0.02% | +200 | New |
| Meridian Wealth Partners, LLC | 200 | $34.0K | 0.01% | +200 | New |
| Consolidated Planning Corp | 201 | $34.0K | 0.02% | +201 | New |
| Bell Investment Advisors, Inc | 205 | $34.0K | 0.01% | +205 | New |
| AllSquare Wealth Management LLC | 198 | $33.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 190 | $32.0K | 0.01% | +100+111.1% | Added |
| Resolute Partners Group | 185 | $31.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 180 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 180 | $30.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 169 | $28.0K | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 159 | $27.0K | 0.00% | +159 | New |
| Interactive Financial Advisors | 150 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 147 | $25.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 134 | $23.0K | 0.00% | −126−48.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 136 | $23.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 137 | $23.0K | 0.01% | +1+0.7% | Added |
| CVA Family Office, LLC | 224 | $22.0K | 0.02% | −955−81.0% | Reduced |
| America First Investment Advisors, LLC | 120 | $20.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $20.0K | 0.01% | – | – |
| Smith Group Asset Management, LLC | 122 | $20.0K | 0.00% | +122 | New |
| Advocacy Wealth Management Services, LLC | 114 | $19.0K | 0.00% | −10−8.1% | Reduced |
| Optiver Holding B.V. | 105 | $18.0K | 0.00% | +73+228.1% | Added |
| Bray Capital Advisors | 108 | $18.0K | 0.00% | +108 | New |
| Iron Horse Wealth Management, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 93 | $16.0K | 0.02% | −84−47.5% | Reduced |
| Winch Advisory Services, LLC | 98 | $16.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 91 | $15.0K | 0.00% | +20+28.2% | Added |
| Guidance Point Advisors, LLC | 90 | $15.0K | 0.01% | +90 | New |
| Neo Ivy Capital Management | 146 | $14.0K | 0.02% | +146 | New |
| DB Wealth Management Group, LLC | 78 | $13.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 73 | $12.0K | 0.00% | +73 | New |
| Corbenic Partners LLC | 66 | $11.0K | 0.00% | −35−34.7% | Reduced |
| Alaethes Wealth LLC | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 66 | $11.0K | 0.00% | +54+450.0% | Added |
| Evolution Wealth Advisors, LLC | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $9.00K | 0.01% | −50−47.2% | Reduced |
| PFG Private Wealth Management, LLC | 54 | $9.00K | 0.01% | +54 | New |
| Atlas Capital Advisors LLC | 48 | $8.04K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $8.00K | 0.00% | +50 | New |
| Horrell Capital Management, Inc. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 38 | $6.37K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 9 | $2.00K | 0.00% | −55−85.9% | Reduced |
| Simon Quick Advisors, LLC | 15 | $2.00K | 0.00% | −8−34.8% | Reduced |
| Old North State Trust, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Red Tortoise LLC | 15 | $2.00K | 0.00% | +15 | New |
| Cordant, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Addison Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Systematic Alpha Investments, LLC | 1 | $0 | 0.00% | +1 | New |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 81 | – | – | −1−1.2% | Reduced |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −156,095−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −147,464−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −125,175−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −97,568−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −40,711−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −35,489−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −25,021−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −16,170−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,095−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −10,803−100.0% | Sold out |
| Carl P. Sherr & Co., LLC | 0 | $0 | 0.00% | −9,394−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,934−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,748−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |