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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.

13F holders, Q4 2021

Institutional positions in American Express Co as of Dec 31, 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
2,005
+157 vs. Q3 2021
Shares held
648.9M
−13.5M (−2.0%) vs. Q3 2021
Total value
$106.1B
−$4.94B (−4.4%) vs. Q3 2021
New holders
258
685 more added
Sold out
101
692 more reduced

31 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,005 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2021: $106.1B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2021.

Institutions holding AXP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp3$00.00%−5,542−99.9%Reduced
Horan Securities, Inc.1$00.00%+1New
Curi Capital2$00.00%+2New
Disciplined Investments, LLC5$1.00K0.00%+5New
Morton Brown Family Wealth, LLC7$1.00K0.00%+7New
Focused Wealth Management, Inc15$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC15$2.00K0.00%+15New
Rise Advisors, LLC17$2.79K0.00%+17New
James Investment Research Inc21$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC20$3.00K0.00%00.0%Unchanged
First Bank & Trust19$3.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC16$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$3.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC16$3.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC17$3.00K0.00%+17New
Strengthening Families & Communities, LLC18$3.00K0.00%+18New
Barnett & Company, Inc.25$4.00K0.00%+25New
JJJ Advisors Inc.30$5.00K0.00%+17+130.8%Added
Mizuho Securities Co. Ltd.40$6.00K0.00%+1+2.6%Added
Carolinas Wealth Consulting LLC38$6.00K0.00%00.0%Unchanged
Core Alternative Capital34$6.00K0.00%+34New
Core Wealth Advisors, Inc.42$7.00K0.00%−6,307−99.3%Reduced
Horrell Capital Management, Inc.44$7.00K0.00%00.0%Unchanged
TSFG, LLC41$7.00K0.00%+27+192.9%Added
Old Second National Bank of Aurora69$8.00K0.00%00.0%Unchanged
HC Financial Advisors Inc47$8.00K0.00%00.0%Unchanged
Retirement Group, LLC50$8.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC54$9.00K0.00%00.0%Unchanged
Activest Wealth Management56$9.00K0.01%00.0%Unchanged
Addison Advisors LLC57$9.00K0.01%+49+612.5%Added
Dark Forest Capital Management LP64$10.0K0.00%+64New
Strategic Asset Management, LLC62$10.0K0.01%+62New
Corbenic Partners LLC66$11.0K0.00%00.0%Unchanged
Alaethes Wealth LLC65$11.0K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.66$11.0K0.01%+66New
DB Wealth Management Group, LLC78$13.0K0.01%00.0%Unchanged
Rinkey Investments81$14.0K0.01%+81New
Pin Oak Investment Advisors Inc93$15.0K0.02%00.0%Unchanged
TAP Consulting, LLC94$15.0K0.00%+94New
Widmann Financial Services, Inc.95$15.0K0.01%+95New
Iron Horse Wealth Management, LLC100$16.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC99$16.0K0.01%+1+1.0%Added
Ford Financial Group, LLC100$16.0K0.01%+100New
Level Financial Advisors, Inc.105$17.0K0.01%+105New
Glen Eagle Advisors, LLC110$18.0K0.00%+72+189.5%Added
Bray Capital Advisors108$18.0K0.00%00.0%Unchanged
Optiver Holding B.V.105$18.0K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC114$19.0K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.115$19.0K0.01%+115New
America First Investment Advisors, LLC120$20.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.136$22.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC137$22.0K0.01%00.0%Unchanged
Halpern Financial, Inc.136$22.3K0.01%+136New
Bell Investment Advisors, Inc144$24.0K0.01%−61−29.8%Reduced
Ten Capital Wealth Advisors, LLC147$24.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC149$24.0K0.00%+149New
Masso Torrence Wealth Management Inc.145$24.0K0.02%+145New
Interactive Financial Advisors150$25.0K0.01%00.0%Unchanged
SBK Financial, Inc.150$25.0K0.02%+150New
Tyler-Stone Wealth Management155$25.0K0.01%+155New
Fred Alger Management, LLC159$26.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC168$27.0K0.02%−30−15.2%Reduced
Annapolis Financial Services, LLC169$28.0K0.01%−100−37.2%Reduced
Riverview Trust Co169$28.0K0.02%00.0%Unchanged
First PREMIER Bank180$29.0K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.190$31.0K0.02%00.0%Unchanged
GeoWealth Management, LLC191$31.0K0.00%+57+42.5%Added
Cornerstone Advisory, LLC196$32.0K0.00%+196New
First Personal Financial Services200$33.0K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC200$33.0K0.02%00.0%Unchanged
Your Advocates Ltd., LLP200$33.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC200$33.0K0.01%00.0%Unchanged
Operose Advisors LLC215$35.0K0.03%+215New
Rockbridge Investment Management, LCC222$36.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC224$37.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC224$37.0K0.02%00.0%Unchanged
High Net Worth Advisory Group LLC228$37.0K0.01%+228New
Financial Perspectives, Inc227$37.2K0.02%00.0%Unchanged
Column Capital Advisors, LLC231$38.0K0.01%−18−7.2%Reduced
Lloyd Advisory Services, LLC.230$38.0K0.02%00.0%Unchanged
FSB Premier Wealth Management, Inc.236$38.0K0.02%+236New
Cedar Mountain Advisors, LLC239$39.0K0.01%−49−17.0%Reduced
Geo Capital Gestora de Recursos Ltd238$39.0K0.02%+24+11.2%Added
Timber Creek Capital Management LLC250$40.0K0.01%−50−16.7%Reduced
Baldrige Asset Management LLC243$40.0K0.02%+4+1.7%Added
Ravenstone Capital Management Inc.245$40.1K0.03%00.0%Unchanged
Cranbrook Wealth Management, LLC256$42.0K0.01%−44−14.7%Reduced
Castle Financial & Retirement Planning Associates, Inc.220$43.0K0.15%+220New
Bivin & Associates, Inc.273$45.0K0.04%+273New
Institutional & Family Asset Management, LLC283$46.0K0.01%−338−54.4%Reduced
Hillsdale Investment Management Inc.281$46.0K0.00%−329−53.9%Reduced
Hoese & Co LLP280$46.0K0.05%+80+40.0%Added
Earnest Partners LLC293$48.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC300$49.0K0.03%00.0%Unchanged
Professional Financial Advisors, LLC300$49.0K0.02%00.0%Unchanged
West Bancorporation Inc300$49.0K0.04%+300New
Covestor Ltd308$51.0K0.07%+308New
1832 Asset Management L.P.317$52.0K0.00%−4,208−93.0%Reduced
Larson Financial Group LLC316$52.0K0.01%+1+0.3%Added
Rock Creek Group, LP322$53.0K0.01%−61−15.9%Reduced