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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 32,880 | $5.51M | 0.24% | −500−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 32,501 | $5.45M | 0.08% | −25,067−43.5% | Reduced |
| Mercer Capital Advisers, Inc. | 32,399 | $5.43M | 2.90% | −950−2.8% | Reduced |
| Pavion Blue Capital, LLC | 32,390 | $5.43M | 3.37% | −146−0.4% | Reduced |
| Guardian Capital Advisors LP | 31,341 | $5.41M | 0.56% | +260+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 32,250 | $5.40M | 0.11% | +2,701+9.1% | Added |
| Rodgers Brothers Inc. | 31,879 | $5.34M | 1.06% | −2,000−5.9% | Reduced |
| AMG National Trust Bank | 31,745 | $5.32M | 0.17% | −160−0.5% | Reduced |
| CMT Capital Markets Trading GmbH | 30,813 | $5.29M | 2.00% | +30,813 | New |
| Choate Investment Advisors | 31,337 | $5.25M | 0.34% | −370−1.2% | Reduced |
| Chartwell Investment Partners, LLC | 31,240 | $5.23M | 0.16% | +2,668+9.3% | Added |
| Pacific Global Investment Management CO | 31,176 | $5.22M | 1.06% | +349+1.1% | Added |
| Caisse de Depot Et Placement du Quebec | 31,000 | $5.19M | 0.01% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 30,900 | $5.18M | 0.16% | +2,200+7.7% | Added |
| L & S Advisors Inc | 30,893 | $5.18M | 0.56% | +28,330+1,105.3% | Added |
| Beacon Pointe Advisors, LLC | 30,792 | $5.16M | 0.13% | +1,734+6.0% | Added |
| Perigon Wealth Management, LLC | 30,788 | $5.16M | 0.45% | +174+0.6% | Added |
| Rinet Co LLC | 30,648 | $5.13M | 0.97% | +150.0% | Added |
| Goelzer Investment Management, Inc. | 30,421 | $5.10M | 0.45% | −4,018−11.7% | Reduced |
| Robeco Schweiz AG | 30,230 | $5.06M | 0.07% | +230+0.8% | Added |
| Synovus Financial Corp | 29,606 | $4.96M | 0.05% | +1,072+3.8% | Added |
| 6 Meridian | 29,541 | $4.95M | 0.39% | +29,541 | New |
| Cetera Advisor Networks LLC | 29,491 | $4.94M | 0.07% | +2,880+10.8% | Added |
| Hendershot Investments Inc. | 29,430 | $4.93M | 0.93% | +29,430 | New |
| Connable Office Inc | 29,364 | $4.92M | 0.71% | −2,298−7.3% | Reduced |
| GFS Advisors, LLC | 29,145 | $4.88M | 1.06% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 29,048 | $4.87M | 0.50% | −315−1.1% | Reduced |
| Adalta Capital Management LLC | 29,020 | $4.86M | 2.69% | −93−0.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 28,773 | $4.82M | 1.27% | +628+2.2% | Added |
| Univest Financial Corp | 28,630 | $4.80M | 1.34% | −158−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 28,539 | $4.78M | 0.10% | +1,375+5.1% | Added |
| RPG Investment Advisory, LLC | 28,410 | $4.76M | 0.78% | −10,423−26.8% | Reduced |
| Birmingham Capital Management Co Inc | 28,395 | $4.76M | 1.82% | −300−1.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 28,387 | $4.76M | 0.57% | +429+1.5% | Added |
| Freestone Capital Holdings, LLC | 28,100 | $4.71M | 0.24% | +450+1.6% | Added |
| Asset Dedication, LLC | 27,891 | $4.70M | 0.62% | +134+0.5% | Added |
| Mitchell Capital Management Co | 27,915 | $4.68M | 1.05% | +536+2.0% | Added |
| Avitas Wealth Management LLC | 27,863 | $4.67M | 0.85% | −161−0.6% | Reduced |
| First National Trust Co | 27,740 | $4.65M | 0.28% | +328+1.2% | Added |
| First Interstate Bank | 27,693 | $4.64M | 0.48% | +746+2.8% | Added |
| D.A. Davidson & Co. | 27,648 | $4.63M | 0.05% | +42+0.2% | Added |
| Financial Partners Capital Management LLC | 27,428 | $4.60M | 0.84% | −640−2.3% | Reduced |
| Pathstone Family Office, LLC | 27,422 | $4.59M | 0.13% | +3,285+13.6% | Added |
| PFS Investments Inc. | 25,428 | $4.58M | 0.09% | +2,128+9.1% | Added |
| Jennison Associates LLC | 27,243 | $4.56M | 0.00% | +21,990+418.6% | Added |
| Unison Asset Management LLC | 27,194 | $4.56M | 4.05% | −90−0.3% | Reduced |
| Cresset Asset Management, LLC | 27,167 | $4.55M | 0.06% | +1,093+4.2% | Added |
| Trust Co of Vermont | 27,161 | $4.55M | 0.32% | +85+0.3% | Added |
| Park National Corp | 27,049 | $4.53M | 0.19% | −1,485−5.2% | Reduced |
| Roundview Capital LLC | 26,799 | $4.49M | 0.49% | −197−0.7% | Reduced |
| National Asset Management, Inc. | 26,665 | $4.47M | 0.14% | +1,161+4.6% | Added |
| Stratos Wealth Partners, LTD. | 26,661 | $4.47M | 0.11% | −854−3.1% | Reduced |
| SRN Advisors, LLC | 26,532 | $4.44M | 2.06% | +2,889+12.2% | Added |
| Pine Ridge Advisers LLC | 26,500 | $4.44M | 1.25% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 26,167 | $4.38M | 1.52% | −86−0.3% | Reduced |
| Bouvel Investment Partners, LLC | 25,973 | $4.35M | 2.46% | +679+2.7% | Added |
| Davy Global Fund Management Ltd | 25,932 | $4.34M | 0.66% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 25,844 | $4.33M | 0.13% | +4,511+21.1% | Added |
| New England Asset Management Inc | 25,607 | $4.29M | 0.07% | 00.0% | Unchanged |
| Foster Group, Inc. | 25,269 | $4.23M | 0.41% | 00.0% | Unchanged |
| Hancock Whitney Corp | 25,165 | $4.22M | 0.15% | −357−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 25,120 | $4.21M | 1.55% | +806+3.3% | Added |
| Bleichroeder LP | 25,000 | $4.19M | 0.68% | 00.0% | Unchanged |
| Fiduciary Group LLC | 22,893 | $4.14M | 0.47% | 00.0% | Unchanged |
| Advisor Partners LLC | 24,644 | $4.13M | 0.28% | −211−0.8% | Reduced |
| Homrich & Berg | 24,611 | $4.12M | 0.09% | +2,135+9.5% | Added |
| First Hawaiian Bank | 24,601 | $4.12M | 0.17% | +107+0.4% | Added |
| Concentric Wealth Management, LLC | 24,585 | $4.12M | 1.26% | −278−1.1% | Reduced |
| Chicago Trust Co NA | 24,390 | $4.09M | 0.90% | −586−2.3% | Reduced |
| Scotia Capital Inc. | 24,094 | $4.04M | 0.03% | +4,496+22.9% | Added |
| Wedbush Securities Inc | 23,891 | $4.00M | 0.19% | +116+0.5% | Added |
| Ceera Investments, LLC | 23,679 | $3.97M | 2.18% | −40−0.2% | Reduced |
| Impax Asset Management Group plc | 23,668 | $3.96M | 0.02% | +1,839+8.4% | Added |
| Hutner Capital Management Inc | 23,535 | $3.94M | 2.58% | −101−0.4% | Reduced |
| Altshuler Shaham Ltd | 23,397 | $3.94M | 0.03% | −70.0% | Reduced |
| Boston Private Wealth LLC | 23,494 | $3.94M | 0.05% | +2,079+9.7% | Added |
| Sumitomo Life Insurance Co | 23,355 | $3.91M | 0.10% | +4,252+22.3% | Added |
| Cetera Investment Advisers | 23,276 | $3.90M | 0.06% | −2,104−8.3% | Reduced |
| Voloridge Investment Management, LLC | 23,276 | $3.90M | 0.03% | +23,276 | New |
| Coastal Investment Advisors, Inc. | 23,175 | $3.88M | 0.92% | +41+0.2% | Added |
| RBF Capital, LLC | 23,000 | $3.85M | 0.22% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 22,986 | $3.85M | 0.17% | −400−1.7% | Reduced |
| Castleark Management LLC | 22,975 | $3.85M | 0.15% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 22,975 | $3.85M | 0.15% | +22,975 | New |
| Grassi Investment Management | 22,960 | $3.85M | 0.43% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 22,841 | $3.83M | 0.02% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 22,759 | $3.81M | 3.49% | −5,508−19.5% | Reduced |
| Twin Tree Management, LP | 22,651 | $3.79M | 0.11% | −19,734−46.6% | Reduced |
| Strategic Wealth Designers | 22,440 | $3.79M | 1.13% | +4,219+23.2% | Added |
| Independent Advisor Alliance | 22,524 | $3.77M | 0.21% | +3,700+19.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,501 | $3.77M | 0.19% | −79−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,505 | $3.77M | 0.07% | +3,328+17.4% | Added |
| Venture Visionary Partners LLC | 22,432 | $3.76M | 0.27% | +9,468+73.0% | Added |
| Grandfield & Dodd, LLC | 22,386 | $3.75M | 0.26% | +942+4.4% | Added |
| Family Management Corp | 22,339 | $3.74M | 1.03% | −1,422−6.0% | Reduced |
| Verdence Capital Advisors LLC | 22,284 | $3.73M | 0.49% | −69−0.3% | Reduced |
| Covington Capital Management | 22,097 | $3.70M | 0.14% | −150−0.7% | Reduced |
| Haverford Trust Co | 21,937 | $3.67M | 0.04% | −20,535−48.3% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 21,908 | $3.67M | 1.19% | −323−1.5% | Reduced |
| HighPoint Advisor Group LLC | 21,739 | $3.64M | 0.36% | +739+3.5% | Added |