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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 11,424 | $1.91M | 0.11% | +217+1.9% | Added |
| Wintrust Investments LLC | 11,352 | $1.90M | 0.26% | −23−0.2% | Reduced |
| Jacobi Capital Management LLC | 11,328 | $1.90M | 0.24% | −3,537−23.8% | Reduced |
| Point72 Hong Kong Ltd | 11,315 | $1.90M | 0.15% | +10,025+777.1% | Added |
| Nicholas Hoffman & Company, LLC. | 11,305 | $1.89M | 0.33% | +109+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,256 | $1.89M | 0.08% | +11,256 | New |
| Pinnacle Holdings, LLC | 11,248 | $1.88M | 0.83% | −285−2.5% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.88M | 0.17% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 11,164 | $1.87M | 0.14% | +618+5.9% | Added |
| Guardian Capital LP | 11,118 | $1.86M | 0.04% | −400−3.5% | Reduced |
| MainStreet Investment Advisors LLC | 11,112 | $1.86M | 0.18% | −779−6.6% | Reduced |
| Tudor Investment Corp Et Al | 11,058 | $1.85M | 0.04% | +11,058 | New |
| Adviser Investments LLC | 11,039 | $1.85M | 0.14% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.84M | 0.36% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.84M | 0.36% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 10,923 | $1.83M | 0.01% | +97+0.9% | Added |
| Advisory Research Inc | 10,918 | $1.83M | 0.12% | −63−0.6% | Reduced |
| Lincoln Capital LLC | 10,906 | $1.83M | 0.50% | −80−0.7% | Reduced |
| Union Heritage Capital, LLC | 10,788 | $1.81M | 0.85% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,784 | $1.81M | 0.25% | +605+5.9% | Added |
| Penobscot Investment Management Company, Inc. | 10,771 | $1.80M | 0.27% | −100−0.9% | Reduced |
| Boston Family Office LLC | 10,613 | $1.78M | 0.13% | −3,000−22.0% | Reduced |
| Illinois Municipal Retirement Fund | 10,562 | $1.77M | 0.07% | +1,020+10.7% | Added |
| Advisor Resource Council | 10,545 | $1.77M | 0.54% | −220−2.0% | Reduced |
| Wright Investors Service Inc | 10,549 | $1.77M | 0.50% | +259+2.5% | Added |
| McMillion Capital Management Inc | 10,526 | $1.76M | 1.04% | 00.0% | Unchanged |
| Citizens Business Bank | 10,500 | $1.76M | 0.23% | −600−5.4% | Reduced |
| IndexIQ Advisors LLC | 10,487 | $1.76M | 0.06% | +507+5.1% | Added |
| FOCUS Wealth Advisors, LLC | 10,475 | $1.75M | 1.19% | +170+1.6% | Added |
| Woodstock Corp | 10,470 | $1.75M | 0.20% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,473 | $1.75M | 0.05% | +1,913+22.3% | Added |
| ACG Wealth | 10,464 | $1.75M | 0.23% | +761+7.8% | Added |
| Inlet Private Wealth, LLC | 10,406 | $1.74M | 0.47% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 10,300 | $1.73M | 1.61% | +25+0.2% | Added |
| Ballentine Partners, LLC | 10,293 | $1.73M | 0.06% | +4,753+85.8% | Added |
| Rothschild Investment Corp | 10,273 | $1.72M | 0.14% | −1,000−8.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 10,270 | $1.72M | 0.13% | +3,270+46.7% | Added |
| Institute for Wealth Management, LLC. | 10,248 | $1.72M | 0.30% | 00.0% | Unchanged |
| Veriti Management LLC | 10,198 | $1.71M | 0.24% | −1,473−12.6% | Reduced |
| Massmutual Trust Co FSB | 10,192 | $1.71M | 0.07% | +402+4.1% | Added |
| Rathbone Brothers plc | 10,171 | $1.70M | 0.02% | −606−5.6% | Reduced |
| Brewin Dolphin Ltd | 10,133 | $1.70M | 0.07% | −2,261−18.2% | Reduced |
| Vestcor Inc | 10,064 | $1.69M | 0.06% | −1,425−12.4% | Reduced |
| Essex Financial Services, Inc. | 10,062 | $1.69M | 0.19% | +6,499+182.4% | Added |
| Hyman Charles D | 10,004 | $1.68M | 0.12% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 9,998 | $1.68M | 0.09% | −6,782−40.4% | Reduced |
| Ally Financial Inc. | 10,000 | $1.68M | 0.16% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 10,000 | $1.68M | 1.58% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,949 | $1.67M | 0.06% | −120−1.2% | Reduced |
| St. Johns Investment Management Company, LLC | 9,945 | $1.67M | 0.92% | +89+0.9% | Added |
| IPG Investment Advisors LLC | 9,931 | $1.66M | 0.53% | +9,931 | New |
| Knuff & Co LLC | 9,855 | $1.65M | 0.62% | 00.0% | Unchanged |
| Markston International LLC | 9,798 | $1.64M | 1.54% | −11,176−53.3% | Reduced |
| Quantbot Technologies LP | 9,770 | $1.64M | 0.12% | +9,770 | New |
| Berkshire Asset Management LLC | 9,731 | $1.63M | 0.11% | −195−2.0% | Reduced |
| Invst, LLC | 9,683 | $1.62M | 0.26% | +948+10.9% | Added |
| Ingalls & Snyder LLC | 9,649 | $1.62M | 0.07% | −540−5.3% | Reduced |
| Sciencast Management LP | 9,475 | $1.61M | 0.46% | +7,361+348.2% | Added |
| Simmons Bank | 9,605 | $1.61M | 0.12% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 9,598 | $1.61M | 0.37% | −734−7.1% | Reduced |
| Hartline Investment Corp | 9,553 | $1.60M | 0.22% | −913−8.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,540 | $1.60M | 0.10% | −1,800−15.9% | Reduced |
| Greenwood Gearhart Inc | 9,492 | $1.59M | 0.25% | −811−7.9% | Reduced |
| Meristem Family Wealth, LLC | 9,491 | $1.59M | 0.15% | +2,952+45.1% | Added |
| J. W. Coons Advisors, LLC | 9,339 | $1.56M | 0.54% | +400+4.5% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.55M | 0.21% | 00.0% | Unchanged |
| Spirit of America Management Corp | 9,250 | $1.55M | 0.33% | −1,000−9.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,248 | $1.55M | 0.53% | +48+0.5% | Added |
| Lazard Freres Gestion S.A.S. | 9,085 | $1.54M | 0.04% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 9,213 | $1.54M | 0.27% | +1,155+14.3% | Added |
| Parallel Advisors, LLC | 9,206 | $1.54M | 0.06% | +292+3.3% | Added |
| Beaumont Financial Partners, LLC | 9,195 | $1.54M | 0.12% | −648−6.6% | Reduced |
| Trustcore Financial Services, LLC | 9,181 | $1.54M | 0.15% | −31−0.3% | Reduced |
| Bryn Mawr Trust Co | 9,163 | $1.53M | 0.06% | −500−5.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.53M | 1.32% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,153 | $1.53M | 0.14% | +250+2.8% | Added |
| Savant Capital, LLC | 9,128 | $1.53M | 0.06% | +75+0.8% | Added |
| Moors & Cabot, Inc. | 9,083 | $1.52M | 0.10% | +1,515+20.0% | Added |
| Stokes Family Office, LLC | 9,085 | $1.52M | 0.21% | −343−3.6% | Reduced |
| Taylor Frigon Capital Management LLC | 9,054 | $1.52M | 0.49% | +258+2.9% | Added |
| Ameritas Investment Partners, Inc. | 8,990 | $1.51M | 0.05% | −223−2.4% | Reduced |
| Boltwood Capital Management | 8,951 | $1.50M | 0.60% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,901 | $1.49M | 0.14% | −15−0.2% | Reduced |
| Argent Advisors, Inc. | 8,849 | $1.48M | 0.85% | +702+8.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,839 | $1.48M | 0.01% | −1,164−11.6% | Reduced |
| Palisade Asset Management, LLC | 8,832 | $1.48M | 0.18% | 00.0% | Unchanged |
| Laffer Tengler Investments | 8,829 | $1.48M | 0.43% | +3,279+59.1% | Added |
| Grimes & Company, Inc. | 8,797 | $1.47M | 0.06% | −262−2.9% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.46M | 0.36% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,725 | $1.46M | 0.25% | −100−1.1% | Reduced |
| Gateway Investment Advisers LLC | 8,697 | $1.46M | 0.02% | −131−1.5% | Reduced |
| Brookstone Capital Management | 8,636 | $1.46M | 0.03% | +307+3.7% | Added |
| American National Registered Investment Advisor, Inc. | 8,686 | $1.46M | 0.53% | −32−0.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,686 | $1.46M | 0.08% | +300+3.6% | Added |
| Community Bank, N.A. | 8,638 | $1.45M | 0.18% | −497−5.4% | Reduced |
| FineMark National Bank & Trust | 8,618 | $1.44M | 0.06% | −44−0.5% | Reduced |
| Everett Harris & Co | 8,553 | $1.43M | 0.02% | +100+1.2% | Added |
| Lavaca Capital LLC | 8,531 | $1.43M | 0.72% | −599−6.6% | Reduced |
| Coastal Bridge Advisors, LLC | 8,496 | $1.42M | 0.33% | +8+0.1% | Added |
| Fulton Bank, N.A. | 8,481 | $1.42M | 0.07% | 00.0% | Unchanged |