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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 15,420 | $2.58M | 0.44% | +4,938+47.1% | Added |
| U S Global Investors Inc | 15,394 | $2.58M | 0.08% | +5,000+48.1% | Added |
| Valueworks LLC | 15,227 | $2.55M | 1.09% | +10.0% | Added |
| Commerzbank Aktiengesellschaft | 15,190 | $2.54M | 0.15% | +8,980+144.6% | Added |
| Independent Investors Inc | 15,014 | $2.52M | 0.63% | 00.0% | Unchanged |
| Selway Asset Management | 14,860 | $2.49M | 1.36% | +185+1.3% | Added |
| Arabesque Asset Management Ltd | 14,754 | $2.47M | 0.83% | +9,754+195.1% | Added |
| Pettee Investors, Inc. | 14,681 | $2.46M | 1.15% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,662 | $2.46M | 0.22% | −3,459−19.1% | Reduced |
| Washington Trust Co | 14,443 | $2.42M | 0.07% | −112−0.8% | Reduced |
| Cito Capital Group, LLC | 14,300 | $2.40M | 1.12% | −2,000−12.3% | Reduced |
| Blueshift Asset Management, LLC | 14,273 | $2.39M | 0.13% | +14,273 | New |
| Private Asset Management Inc | 14,259 | $2.39M | 0.33% | −40−0.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 14,238 | $2.38M | 1.50% | +350+2.5% | Added |
| Proequities, Inc. | 14,229 | $2.38M | 0.15% | +309+2.2% | Added |
| Icon Advisers Inc | 14,200 | $2.38M | 0.40% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 14,158 | $2.37M | 1.12% | 00.0% | Unchanged |
| Accuvest Global Advisors | 13,827 | $2.37M | 1.12% | +11,910+621.3% | Added |
| Bridgewater Associates, LP | 14,150 | $2.37M | 0.01% | +14,150 | New |
| Buckingham Strategic Wealth, LLC | 14,133 | $2.37M | 0.05% | +227+1.6% | Added |
| Silicon Hills Wealth Management, LLC | 14,108 | $2.36M | 1.62% | +5,391+61.8% | Added |
| Sawgrass Asset Management LLC | 14,036 | $2.35M | 0.24% | −4,595−24.7% | Reduced |
| BBR Partners, LLC | 13,979 | $2.34M | 0.19% | −50−0.4% | Reduced |
| BLB&B Advisors, LLC | 13,968 | $2.34M | 0.16% | −152−1.1% | Reduced |
| Glenview Trust Co | 13,963 | $2.34M | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 13,963 | $2.34M | 0.12% | −66−0.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,949 | $2.34M | 1.46% | −15−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,950 | $2.34M | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 13,813 | $2.31M | 0.09% | +4,506+48.4% | Added |
| Leonteq Securities AG | 13,801 | $2.31M | 0.12% | +9,028+189.1% | Added |
| Profund Advisors LLC | 13,766 | $2.31M | 0.08% | −562−3.9% | Reduced |
| Resonant Capital Advisors, LLC | 13,716 | $2.30M | 0.40% | +1,297+10.4% | Added |
| Capula Management Ltd | 13,754 | $2.30M | 0.18% | +11,027+404.4% | Added |
| South State Corp. | 13,702 | $2.29M | 0.19% | −239−1.7% | Reduced |
| DCM Advisors, LLC | 13,693 | $2.29M | 0.88% | +13,693 | New |
| Kingsview Wealth Management, LLC | 13,675 | $2.29M | 0.11% | +8,011+141.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,667 | $2.29M | 0.22% | +10.0% | Added |
| Benedict Financial Advisors Inc | 13,635 | $2.28M | 0.64% | −331−2.4% | Reduced |
| Campbell Newman Asset Management Inc | 13,601 | $2.28M | 0.23% | −195,676−93.5% | Reduced |
| Mizuho Securities USA LLC | 13,409 | $2.25M | 0.23% | −126−0.9% | Reduced |
| Argus Investors' Counsel, Inc. | 13,390 | $2.24M | 1.47% | −12,730−48.7% | Reduced |
| Greenleaf Trust | 13,363 | $2.24M | 0.03% | +526+4.1% | Added |
| Fort Sheridan Advisors LLC | 13,300 | $2.23M | 0.73% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 13,258 | $2.22M | 1.36% | +10.0% | Added |
| Aristotle Capital Management, LLC | 13,253 | $2.22M | 0.00% | +57+0.4% | Added |
| Doheny Asset Management | 13,248 | $2.22M | 1.59% | 00.0% | Unchanged |
| Arden Trust Co | 13,219 | $2.21M | 0.38% | +30.0% | Added |
| BKD Wealth Advisors, LLC | 13,221 | $2.21M | 0.10% | +132+1.0% | Added |
| Gilman Hill Asset Management, LLC | 13,214 | $2.21M | 0.57% | −105−0.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 13,182 | $2.21M | 0.23% | −143−1.1% | Reduced |
| KCM Investment Advisors LLC | 13,174 | $2.21M | 0.09% | −1,296−9.0% | Reduced |
| Ashfield Capital Partners, LLC | 13,156 | $2.20M | 0.16% | 00.0% | Unchanged |
| F/M Investments LLC | 13,123 | $2.20M | 1.57% | +12+0.1% | Added |
| Welch Group, LLC | 13,012 | $2.18M | 0.15% | −229−1.7% | Reduced |
| Clear Street Markets LLC | 12,883 | $2.16M | 0.48% | −623−4.6% | Reduced |
| American Portfolios Advisors | 12,878 | $2.16M | 0.08% | −4,434−25.6% | Reduced |
| Harbour Investments, Inc. | 12,833 | $2.15M | 0.07% | +1,852+16.9% | Added |
| Jane Street Group, LLC | 12,794 | $2.14M | 0.01% | −11,723−47.8% | Reduced |
| Aviance Capital Partners, LLC | 12,672 | $2.12M | 0.37% | −123−1.0% | Reduced |
| Sandhill Capital Partners LLC | 12,673 | $2.12M | 0.17% | +123+1.0% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $2.11M | 0.15% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,561 | $2.11M | 0.08% | +4,411+54.1% | Added |
| Squarepoint Ops LLC | 12,552 | $2.10M | 0.01% | −12,374−49.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,531 | $2.10M | 0.78% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 12,491 | $2.09M | 0.08% | +213+1.7% | Added |
| Bluestein R H & Co | 12,495 | $2.09M | 0.08% | +1,040+9.1% | Added |
| Dynamic Advisor Solutions LLC | 12,482 | $2.09M | 0.16% | −663−5.0% | Reduced |
| Cetera Advisors LLC | 12,439 | $2.08M | 0.04% | +1,738+16.2% | Added |
| Kanawha Capital Management LLC | 12,417 | $2.08M | 0.19% | +28+0.2% | Added |
| Avantax Advisory Services, Inc. | 12,352 | $2.07M | 0.03% | +1,689+15.8% | Added |
| Integrated Wealth Concepts LLC | 12,318 | $2.06M | 0.07% | +4,862+65.2% | Added |
| CSM Advisors, LLC | 12,309 | $2.06M | 0.15% | +500+4.2% | Added |
| Osborne Partners Capital Management, LLC | 12,311 | $2.06M | 0.17% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 12,301 | $2.06M | 0.41% | +12,301 | New |
| Signature Wealth Management Group | 12,271 | $2.06M | 1.14% | +1,480+13.7% | Added |
| High Pointe Capital Management LLC | 12,268 | $2.06M | 1.63% | 00.0% | Unchanged |
| SOL Capital Management CO | 12,253 | $2.05M | 0.41% | −430−3.4% | Reduced |
| Caldwell Trust Co | 12,254 | $2.05M | 0.26% | +2,846+30.3% | Added |
| Frontier Wealth Management LLC | 12,101 | $2.03M | 0.14% | +683+6.0% | Added |
| Fruth Investment Management | 12,000 | $2.01M | 0.62% | 00.0% | Unchanged |
| SG3 Management, LLC | 12,000 | $2.01M | 0.71% | +2,000+20.0% | Added |
| Rational Advisors LLC | 12,000 | $2.01M | 0.16% | +12,000 | New |
| Bull Street Advisors, LLC | 11,990 | $2.01M | 1.04% | +55+0.5% | Added |
| Canandaigua National Corp | 11,942 | $2.00M | 0.33% | +446+3.9% | Added |
| Gotham Asset Management, LLC | 11,925 | $2.00M | 0.08% | +8,316+230.4% | Added |
| IFG Advisory, LLC | 11,873 | $1.99M | 0.21% | −365−3.0% | Reduced |
| Smith, Salley & Associates | 11,862 | $1.99M | 0.16% | 00.0% | Unchanged |
| Change Path, LLC | 11,845 | $1.98M | 0.12% | −47−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,737 | $1.97M | 0.15% | −163−1.4% | Reduced |
| Madison Wealth Management | 11,692 | $1.96M | 0.43% | +151+1.3% | Added |
| Budros, Ruhlin & Roe, Inc. | 11,623 | $1.95M | 0.22% | −76−0.6% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.94M | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 11,584 | $1.94M | 0.45% | −185−1.6% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $1.94M | 0.73% | −1,958−14.5% | Reduced |
| AXS Investments LLC | 11,583 | $1.94M | 0.73% | +11,583 | New |
| XTX Topco Ltd | 11,582 | $1.94M | 0.65% | +11,582 | New |
| Gamble Jones Investment Counsel | 11,567 | $1.94M | 0.13% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 11,560 | $1.94M | 0.63% | −65−0.6% | Reduced |
| Bailard, Inc. | 11,528 | $1.93M | 0.07% | +162+1.4% | Added |
| Pensionfund DSM Netherlands | 11,500 | $1.93M | 0.24% | +11,500 | New |