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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.

Q4 2021 vs. Q3 2021

How the institutions holding American Express Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of AXP: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,879312,005+157
Shares663.0M617.0K648.9M−13.5M (−2.0%)
Value$111.2B$103.4M$106.1B−$4.94B (−4.4%)

31 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (258)

Institutions that held American Express Co at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 258 by value.

Institutions new to AXP in Q4 2021
InstitutionSharesValue% of portfolio
LMR Partners LLP243,331$39.8M0.52%
Paralel Advisors LLC210,000$34.4M1.99%
Connectus Wealth, LLC206,123$33.8M1.31%
Allspring Global Investments Holdings, LLC199,526$32.6M0.04%
Capital Fund Management S.A.185,810$30.4M0.79%
Global Frontier Investments LLC183,400$30.0M11.33%
Schonfeld Strategic Advisors LLC130,792$21.4M0.21%
Mill Capital Management, LLC118,740$19.4M1.99%
Yousif Capital Management, LLC103,920$17.0M0.18%
Hudson Bay Capital Management LP95,000$15.5M0.17%
B. Metzler seel. Sohn & Co. AG88,763$14.6M0.19%
Capstone Investment Advisors, LLC60,364$9.88M0.16%
Eagle Rock Investment Company, LLC59,107$9.67M1.85%
Achmea Investment Management B.V.57,542$9.41M0.45%
WESPAC Advisors SoCal, LLC41,320$7.58M2.32%
Stonegate Investment Group, LLC42,476$6.95M0.29%
Ergoteles LLC40,728$6.66M0.26%
Ulysses Management LLC40,000$6.54M1.13%
Bright Rock Capital Management, LLC35,000$5.73M1.30%
Trexquant Investment LP27,923$4.57M0.28%
Alyeska Investment Group, L.P.27,296$4.47M0.05%
Gladius Capital Management LP27,030$4.42M1.49%
Quadrature Capital Ltd26,310$4.30M0.23%
North Reef Capital Management LP26,000$4.25M1.96%
Prana Capital Management, LP25,885$4.24M0.33%
HB Wealth Management, LLC25,753$4.21M0.08%
GDS Wealth Management25,651$4.20M0.94%
Kathleen S. Wright Associates Inc.21,222$3.47M2.55%
Intrinsic Value Partners, LLC20,258$3.31M3.53%
M. Kulyk & Associates, LLC19,913$3.26M0.84%
Generali Powszechne Towarzystwo Emerytalne18,900$3.09M2.95%
Point72 Europe (London) LLP18,180$2.97M1.36%
Dixon Hubard Feinour & Brown Inc17,931$2.93M0.28%
Bill Few Associates, Inc.17,825$2.92M1.51%
Washington Trust Advisors, Inc.17,278$2.83M0.19%
LGT Group Foundation16,318$2.67M0.07%
Prudential PLC15,896$2.60M0.04%
NorthCrest Asset Manangement, LLC15,668$2.56M0.14%
National Bank of Canada15,200$2.49M0.01%
Brendel Financial Advisors LLC14,991$2.45M1.27%
Burney Co14,770$2.42M0.10%
Stone Point Wealth LLC13,890$2.27M1.84%
Abeille Asset Management SA13,780$2.25M0.52%
St. James Investment Advisors, LLC13,684$2.24M1.65%
Hodges Capital Management Inc.13,390$2.19M0.16%
Bell Rock Capital LLC12,588$2.19M1.61%
CoreCap Advisors, LLC13,308$2.18M0.15%
Aigen Investment Management, LP13,022$2.12M0.13%
Pinnacle Wealth Management, LLC12,624$2.06M1.77%
Buttonwood Financial Advisors Inc.12,449$2.04M1.99%
Ahl Investment Management, Inc.12,422$2.03M1.85%
North Fourth Asset Management, LP12,000$1.96M0.69%
Lifeworks Advisors, LLC11,911$1.95M1.55%
Insight Inv LLC11,486$1.88M1.73%
Deane Retirement Strategies, Inc.11,038$1.81M0.95%
William Allan, LLC10,446$1.71M1.22%
Schechter Investment Advisors, LLC10,387$1.70M0.15%
Herbst Group, LLC10,200$1.67M1.03%
EFG Asset Management (North America) Corp.9,838$1.61M0.21%
MUFG Securities EMEA plc9,700$1.59M0.03%
Linker Capital Management Inc.9,650$1.58M1.52%
Dynamic Technology Lab Private Ltd9,341$1.53M0.17%
Carl P. Sherr & Co., LLC9,075$1.49M0.90%
Cowen and Company, LLC8,966$1.47M0.14%
TAGStone Capital, Inc.8,942$1.46M1.22%
Barden Capital Management, Inc.8,738$1.43M1.36%
Abundance Wealth Counselors8,538$1.40M0.36%
C2C Wealth Management, LLC8,170$1.34M0.19%
Triad Investment Management8,138$1.33M1.21%
SRB Corp7,694$1.26M0.07%
Pariax, LLC7,562$1.24M1.21%
Western Wealth Management, LLC7,550$1.23M0.12%
Horizon Wealth Management, LLC7,452$1.22M0.36%
Ameritas Advisory Services, LLC6,662$1.09M0.04%
Ascent Group, LLC6,732$1.07M0.14%
Paloma Partners Management Co6,525$1.07M0.03%
Phraction Management LLC6,411$1.05M0.64%
Verition Fund Management LLC6,322$1.03M0.01%
Castleview Partners, LLC167,853$1.03M0.01%
Engineers Gate Manager LP6,213$1.02M0.05%
Emfo, LLC6,000$982.0K0.87%
HBK Investments L P5,831$954.0K0.02%
Lombard Odier Asset Management (Europe) Ltd5,597$916.0K0.04%
MBB Public Markets I LLC5,561$910.0K0.02%
Walleye Capital LLC5,478$896.0K0.03%
Metis Global Partners, LLC5,466$895.0K0.25%
Forum Financial Management, LP5,350$875.0K0.05%
Lewis Capital Management, LLC5,300$867.0K0.91%
CWM, LLC5,132$840.0K0.01%
Ervin Investment Management, LLC5,065$829.0K0.66%
Echo Street Capital Management LLC5,044$825.0K0.01%
BigSur Wealth Management LLC5,000$818.0K0.32%
Northcape Wealth Management, LLC5,000$818.0K0.28%
Basepoint Wealth LLC4,803$785.8K0.77%
XR Securities LLC4,780$782.0K0.09%
Paragon Private Wealth Management, LLC4,746$776.0K0.69%
Householder Group Estate & Retirement Specialist, LLC4,736$775.0K0.29%
KRS Capital Management, LLC4,670$764.0K0.66%
First Farmers & Merchants Bank / Trust4,564$747.0K0.74%
Occudo Quantitative Strategies LP4,509$738.0K0.07%

Sold out (101)

Institutions that held American Express Co at the end of Q3 2021 and filed for Q4 2021 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of AXP in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marathon Asset Mgmt Ltd899,218$150.6M
Junto Capital Management LP493,895$82.7M
Nisa Investment Advisors, LLC318,763$53.4M
Tweedy, Browne Co LLC270,039$45.2M
AMP Capital Investors Ltd217,399$36.4M
PEAK6 Investments LLC85,992$14.4M
united american securities inc. (d/b/a uas asset management)71,995$12.1M
Unigestion Holding SA62,813$10.8M
Strycker View Capital LLC55,407$9.28M
Crestline Management, LP50,414$8.45M
MIK Capital, LP46,998$7.87M
Wolverine Trading, LLC42,713$7.33M
Horizon Investments, LLC41,699$6.97M
One Capital Management, LLC35,573$5.96M
Polar Capital Holdings Plc32,916$5.51M
Robeco Schweiz AG30,230$5.06M
CastleArk Alternatives, LLC22,975$3.85M
Howland Capital Management LLC17,412$2.92M
U S Global Investors Inc15,394$2.58M
Accuvest Global Advisors13,827$2.37M
Bridgewater Associates, LP14,150$2.37M
Capula Management Ltd13,754$2.30M
Campbell Newman Asset Management Inc13,601$2.28M
F/M Investments LLC13,123$2.20M
Rational Advisors LLC12,000$2.01M
AXS Investments LLC11,583$1.94M
Sovarnum Capital L.P.10,000$1.68M
Sciencast Management LP9,475$1.61M
Meeder Asset Management Inc7,967$1.33M
Arjuna Capital6,948$1.16M
Taylor, Cottrill, Erickson & Associates, Inc.6,854$1.15M
Icon Wealth Partners, LLC6,607$1.11M
Barometer Capital Management Inc.6,328$1.06M
Campbell & CO Investment Adviser LLC6,050$1.01M
Gyon Technologies Capital Management, LP4,743$795.0K
Beaton Management Co. Inc.4,456$747.0K
Easterly Investment Partners LLC3,200$536.0K
Bingham Osborn & Scarborough LLC3,100$519.0K
Interchange Capital Partners, LLC3,100$519.0K
RMR Wealth Builders2,632$441.0K
Hobart Private Capital, LLC2,567$430.1K
Camden Capital, LLC2,437$408.0K
Sustainable Insight Capital Management, LLC2,408$403.0K
Worldquant Millennium Advisors LLC2,370$397.0K
MCF Advisors LLC2,274$381.0K
Fiducient Advisors LLC2,012$337.0K
Axiom Financial Strategies, LLC1,898$318.0K
Hemington Wealth Management1,644$275.0K
HBW Advisory Services LLC1,607$269.0K
Polaris Wealth Advisory Group, LLC1,280$223.0K
Oxinas Partners Wealth Management LLC1,312$220.0K
Fulcrum Capital LLC1,300$218.0K
Summit Place Financial Advisors, LLC1,298$217.0K
Bank of the West1,258$211.0K
Tiedemann Advisors, LLC1,215$204.0K
Wealth Management Partners, LLC1,216$204.0K
First National Corp1,206$202.0K
Nadler Financial Group, Inc.1,208$202.0K
Soltis Investment Advisors LLC1,208$202.0K
North Star Asset Management Inc1,200$201.0K
Reinhart Partners, Inc.1,200$201.0K
Nations Financial Group Inc,1,198$201.0K
Montgomery Investment Management Inc1,201$201.0K
Fiera Capital Corp1,200$201.0K
Burt Wealth Advisors1,197$201.0K
Firestone Capital Management1,215$201.0K
Verus Financial Partners, Inc.1,133$200.0K
Atlas Private Wealth Advisors1,063$178.0K
C M Bidwell & Associates Ltd869$146.0K
Liberty Wealth Management LLC860$145.0K
QVR LLC862$144.0K
Walled Lake Planning & Wealth Management, LLC860$144.0K
Prentice Wealth Management LLC755$126.0K
Psagot Value Holdings Ltd. / (Israel)740$124.0K
Gryphon Financial Partners LLC734$123.0K
Better Money Decisions, LLC721$121.0K
Standard Family Office LLC600$101.0K
Godsey & Gibb Associates480$80.0K
Mark Sheptoff Financial Planning, LLC450$75.0K
Alpha Paradigm Partners, LLC450$75.0K
Robinson Value Management, Ltd.442$74.0K
Ironwood Financial, llc343$57.0K
Joseph P. Lucia & Associates, LLC289$48.0K
D'Orazio & Associates, Inc.257$43.0K
GPS Wealth Strategies Group, LLC255$43.0K
Kowal Investment Group, LLC248$42.0K
Meridian Wealth Partners, LLC200$34.0K
Consolidated Planning Corp201$34.0K
Resolute Partners Group185$31.0K
Sterling Financial Planning, Inc.180$30.0K
Holloway Wealth Management, LLC–$20.0K
Guidance Point Advisors, LLC90$15.0K
Neo Ivy Capital Management146$14.0K
Loomis Sayles & Co L P73$12.0K
Spectrum Management Group, LLC66$11.0K
Evolution Wealth Advisors, LLC61$10.0K
Albion Financial Group9$2.00K
Simon Quick Advisors, LLC15$2.00K
Red Tortoise LLC15$2.00K
Cordant, Inc.6$1.00K

Not filed for Q4 2021 yet (31)

Institutions that held American Express Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.