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 |
|---|---|---|---|---|---|
| Eudaimonia Partners, LLC | 21,732 | $3.64M | 0.66% | +140+0.6% | Added |
| Mirova | 21,730 | $3.64M | 0.47% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 21,645 | $3.63M | 0.94% | +505+2.4% | Added |
| Lakeview Capital Partners, LLC | 21,606 | $3.62M | 1.67% | −248−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 21,593 | $3.62M | 0.25% | +16,971+367.2% | Added |
| Tdam USA Inc. | 21,512 | $3.60M | 0.24% | +1,695+8.6% | Added |
| Beacon Investment Advisory Services, Inc. | 21,475 | $3.60M | 0.15% | +12+0.1% | Added |
| Coldstream Capital Management Inc | 35,790 | $3.59M | 0.17% | +30,360+559.1% | Added |
| Taurus Asset Management, LLC | 21,339 | $3.58M | 0.37% | −1,400−6.2% | Reduced |
| Essex Investment Management Co LLC | 21,235 | $3.56M | 0.44% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 21,180 | $3.55M | 0.04% | +20,884+7,055.4% | Added |
| Chase Investment Counsel Corp | 21,005 | $3.52M | 1.51% | −13,531−39.2% | Reduced |
| Lincoln National Corp | 20,824 | $3.49M | 0.08% | +363+1.8% | Added |
| Raymond James Trust N.A. | 20,764 | $3.48M | 0.12% | +2,103+11.3% | Added |
| BancorpSouth Bank | 20,676 | $3.46M | 0.48% | −12,026−36.8% | Reduced |
| Eqis Capital Management, Inc. | 20,605 | $3.45M | 0.26% | +652+3.3% | Added |
| Bessemer Group Inc | 20,146 | $3.38M | 0.01% | −864−4.1% | Reduced |
| River & Mercantile Asset Management LLP | 20,134 | $3.37M | 0.26% | −1,000−4.7% | Reduced |
| Wetherby Asset Management Inc | 20,114 | $3.37M | 0.21% | +81+0.4% | Added |
| Regentatlantic Capital LLC | 20,078 | $3.36M | 0.10% | +4,270+27.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $3.35M | 1.42% | −20,000−50.0% | Reduced |
| Cullen Capital Management LLC | 19,956 | $3.34M | 0.03% | +12,873+181.7% | Added |
| Fundamentun, LLC | 19,858 | $3.33M | 0.58% | +2,183+12.4% | Added |
| Cigna Investments Inc | 19,846 | $3.32M | 0.25% | −570−2.8% | Reduced |
| Varma Mutual Pension Insurance Co | 19,735 | $3.31M | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 19,665 | $3.29M | 0.22% | −3,534−15.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,611 | $3.29M | 0.27% | +305+1.6% | Added |
| Ropes Wealth Advisors LLC | 19,544 | $3.27M | 0.52% | −297−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 19,457 | $3.26M | 0.96% | +1,452+8.1% | Added |
| Kestra Private Wealth Services, LLC | 19,401 | $3.25M | 0.18% | +197+1.0% | Added |
| Triasima Portfolio Management inc. | 19,380 | $3.25M | 0.17% | 00.0% | Unchanged |
| Stonnington Group, LLC | 18,506 | $3.24M | 0.72% | −530−2.8% | Reduced |
| RNC Capital Management LLC | 19,149 | $3.21M | 0.17% | +573+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 19,132 | $3.21M | 0.07% | +3,466+22.1% | Added |
| Northern Oak Wealth Management Inc | 19,131 | $3.21M | 0.39% | −29,153−60.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 18,995 | $3.18M | 0.62% | +216+1.2% | Added |
| Old Dominion Capital Management Inc | 18,905 | $3.17M | 0.68% | +23+0.1% | Added |
| Busey Wealth Management | 18,872 | $3.16M | 0.13% | +2,052+12.2% | Added |
| Shelton Capital Management | 18,620 | $3.12M | 0.12% | 00.0% | Unchanged |
| World Asset Management Inc | 18,599 | $3.12M | 0.31% | −1,607−8.0% | Reduced |
| EP Wealth Advisors, LLC | 18,597 | $3.12M | 0.09% | +735+4.1% | Added |
| Mount Vernon Associates Inc | 18,586 | $3.11M | 2.85% | +400+2.2% | Added |
| People's United Financial, Inc. | 18,575 | $3.11M | 0.07% | −51−0.3% | Reduced |
| Hotaling Investment Management, LLC | 18,462 | $3.09M | 1.29% | +399+2.2% | Added |
| IBM Retirement Fund | 18,450 | $3.09M | 0.24% | +42+0.2% | Added |
| Pacifica Capital Investments, LLC | 18,400 | $3.08M | 1.00% | −30−0.2% | Reduced |
| First Mercantile Trust Co | 18,294 | $3.06M | 0.41% | −663−3.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,292 | $3.06M | 0.34% | −256−1.4% | Reduced |
| WP Advisors, LLC | 18,208 | $3.05M | 1.25% | −275−1.5% | Reduced |
| Umb Bank N A | 18,172 | $3.04M | 0.07% | −450−2.4% | Reduced |
| Murphy Capital Management Inc | 18,091 | $3.03M | 0.35% | −85−0.5% | Reduced |
| Courier Capital LLC | 18,049 | $3.02M | 0.29% | +422+2.4% | Added |
| Altium Wealth Management LLC | 18,016 | $3.02M | 0.22% | −84−0.5% | Reduced |
| Jefferies Group LLC | 17,937 | $3.00M | 0.07% | +16,350+1,030.2% | Added |
| Clearstead Advisors, LLC | 17,723 | $2.97M | 0.22% | −1,083−5.8% | Reduced |
| Callahan Advisors, LLC | 17,715 | $2.97M | 0.37% | 00.0% | Unchanged |
| Ethic Inc. | 17,698 | $2.96M | 0.30% | −8,963−33.6% | Reduced |
| Assenagon Asset Management S.A. | 17,662 | $2.96M | 0.01% | +7,350+71.3% | Added |
| Jag Capital Management, LLC | 17,532 | $2.94M | 0.23% | −437−2.4% | Reduced |
| Salvus Wealth Management, LLC | 17,497 | $2.93M | 2.39% | +278+1.6% | Added |
| Lido Advisors, LLC | 17,454 | $2.92M | 0.07% | −2,590−12.9% | Reduced |
| Howland Capital Management LLC | 17,412 | $2.92M | 0.15% | +20+0.1% | Added |
| Silvant Capital Management LLC | 17,396 | $2.91M | 0.52% | −3,245−15.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,386 | $2.91M | 0.25% | −1,065−5.8% | Reduced |
| Elgethun Capital Management | 17,290 | $2.90M | 1.00% | −254−1.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $2.90M | 0.33% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 17,221 | $2.88M | 1.39% | +60+0.3% | Added |
| NVWM, LLC | 17,201 | $2.88M | 1.04% | +199+1.2% | Added |
| Wellington Shields Capital Management, LLC | 17,173 | $2.88M | 0.39% | −1,304−7.1% | Reduced |
| BFSG, LLC | 17,153 | $2.87M | 0.44% | −26−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,160 | $2.87M | 0.66% | +70+0.4% | Added |
| Columbia Asset Management | 17,122 | $2.87M | 0.63% | +428+2.6% | Added |
| Everence Capital Management Inc | 17,094 | $2.86M | 0.24% | 00.0% | Unchanged |
| Credit Agricole S A | 17,030 | $2.85M | 0.10% | +4,551+36.5% | Added |
| JustInvest LLC | 16,826 | $2.82M | 0.25% | −3,127−15.7% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,811 | $2.82M | 1.52% | +16,811 | New |
| TrinityPoint Wealth, LLC | 16,711 | $2.80M | 0.54% | −11−0.1% | Reduced |
| West Oak Capital, LLC | 16,710 | $2.80M | 1.09% | −745−4.3% | Reduced |
| Condor Capital Management | 16,563 | $2.77M | 0.30% | −280−1.7% | Reduced |
| Northstar Group, Inc. | 16,562 | $2.77M | 0.72% | −29−0.2% | Reduced |
| Americana Partners, LLC | 16,512 | $2.77M | 0.67% | +14,516+727.3% | Added |
| Bennicas & Associates, Inc. | 16,412 | $2.75M | 1.55% | −175−1.1% | Reduced |
| Peoples Financial Services Corp. | 16,394 | $2.75M | 1.16% | −185−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,380 | $2.74M | 0.29% | −555−3.3% | Reduced |
| Cutler Group LP | 16,360 | $2.74M | 0.21% | +16,360 | New |
| TIAA Kaspick, LLC | 16,315 | $2.73M | 11.30% | −175−1.1% | Reduced |
| Montag A & Associates Inc | 16,250 | $2.72M | 0.15% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 16,134 | $2.70M | 0.18% | +601+3.9% | Added |
| Naples Global Advisors, LLC | 15,970 | $2.67M | 0.35% | −195−1.2% | Reduced |
| Jackson Square Capital, LLC | 15,959 | $2.67M | 0.87% | −48−0.3% | Reduced |
| HBK Sorce Advisory LLC | 15,871 | $2.66M | 0.15% | +111+0.7% | Added |
| Tower Bridge Advisors | 15,876 | $2.66M | 0.18% | 00.0% | Unchanged |
| Bank of Stockton | 15,748 | $2.64M | 0.81% | −55−0.3% | Reduced |
| Sigma Planning Corp | 15,666 | $2.63M | 0.08% | −875−5.3% | Reduced |
| Advisory Services Network, LLC | 15,658 | $2.62M | 0.08% | +912+6.2% | Added |
| Brave Asset Management Inc | 15,615 | $2.62M | 0.76% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 15,580 | $2.61M | 1.14% | +15,580 | New |
| Van Eck Associates Corp | 15,560 | $2.61M | 0.01% | +736+5.0% | Added |
| LaFleur & Godfrey LLC | 15,492 | $2.60M | 0.36% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 15,431 | $2.58M | 0.05% | −785−4.8% | Reduced |