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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Management Corp | 5,373 | $879.0K | 0.11% | −200−3.6% | Reduced |
| Trillium Asset Management, LLC | 5,386 | $881.0K | 0.02% | +1,184+28.2% | Added |
| Westwood Management Corp | 5,400 | $883.0K | 0.07% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 5,411 | $885.0K | 0.13% | +43+0.8% | Added |
| Baker Tilly Wealth Management, LLC | 5,413 | $886.0K | 0.10% | +169+3.2% | Added |
| Stock Yards Bank & Trust Co | 5,427 | $888.0K | 0.05% | +2,728+101.1% | Added |
| Golden State Wealth Management, LLC | 5,457 | $893.0K | 0.15% | +1,348+32.8% | Added |
| Metis Global Partners, LLC | 5,466 | $895.0K | 0.25% | +5,466 | New |
| Walleye Capital LLC | 5,478 | $896.0K | 0.03% | +5,478 | New |
| Axiom Investment Management LLC | 5,489 | $897.0K | 0.87% | +3,945+255.5% | Added |
| Keebeck Alpha, LP | 5,492 | $898.0K | 0.33% | +2,367+75.7% | Added |
| Wealth Alliance | 5,496 | $899.0K | 0.18% | +69+1.3% | Added |
| Orion Portfolio Solutions, LLC | 5,501 | $900.0K | 0.03% | +207+3.9% | Added |
| Capital Management Associates | 5,520 | $903.0K | 0.88% | −827−13.0% | Reduced |
| Manchester Capital Management LLC | 5,528 | $904.0K | 0.12% | +101+1.9% | Added |
| Sargent Bickham Lagudis LLC | 5,565 | $910.0K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,559 | $910.0K | 0.02% | +682+14.0% | Added |
| MBB Public Markets I LLC | 5,561 | $910.0K | 0.02% | +5,561 | New |
| Birch Hill Investment Advisors LLC | 5,584 | $914.0K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,592 | $915.0K | 0.07% | −647−10.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 5,597 | $916.0K | 0.04% | +5,597 | New |
| Burke & Herbert Bank & Trust Co | 5,607 | $918.0K | 0.54% | −410−6.8% | Reduced |
| Pecaut & Co. | 5,667 | $927.0K | 0.47% | −100−1.7% | Reduced |
| Thomas White International Ltd | 5,678 | $929.0K | 0.15% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 5,677 | $929.0K | 0.15% | +72+1.3% | Added |
| Aft, Forsyth & Company, Inc. | 5,686 | $930.0K | 0.48% | +685+13.7% | Added |
| Spears Abacus Advisors LLC | 5,702 | $933.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 5,733 | $938.0K | 0.04% | −8,710−60.3% | Reduced |
| Sentry Investment Management LLC | 5,746 | $940.0K | 0.25% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 5,750 | $941.0K | 0.24% | +50+0.9% | Added |
| Apollon Wealth Management, LLC | 5,790 | $947.0K | 0.08% | +1,906+49.1% | Added |
| Sunflower Bank, N.A. | 5,802 | $950.0K | 0.13% | −221−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 5,830 | $954.0K | 0.09% | +776+15.4% | Added |
| HBK Investments L P | 5,831 | $954.0K | 0.02% | +5,831 | New |
| Private Trust Co NA | 5,835 | $955.0K | 0.13% | −230−3.8% | Reduced |
| NBT Bank N A | 5,847 | $956.0K | 0.12% | −70−1.2% | Reduced |
| Vectors Research Management, LLC | 5,873 | $961.0K | 0.20% | +100+1.7% | Added |
| HNP Capital LLC | 5,873 | $961.0K | 0.22% | +100+1.7% | Added |
| S&CO Inc | 5,900 | $965.0K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,900 | $965.0K | 0.02% | +1,123+23.5% | Added |
| Capital One Financial Corp | 5,905 | $966.0K | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,904 | $966.0K | 0.20% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 5,955 | $974.0K | 0.51% | −57−0.9% | Reduced |
| Boyar Asset Management Inc. | 5,968 | $976.0K | 0.59% | 00.0% | Unchanged |
| Ally Financial Inc. | 6,000 | $982.0K | 0.09% | −4,000−40.0% | Reduced |
| Weil Company, Inc. | 6,000 | $982.0K | 0.46% | 00.0% | Unchanged |
| Constitution Capital LLC | 6,000 | $982.0K | 0.52% | +750+14.3% | Added |
| Emfo, LLC | 6,000 | $982.0K | 0.87% | +6,000 | New |
| Doyle Wealth Management | 6,029 | $986.0K | 0.07% | +4+0.1% | Added |
| First National Bank of South Miami | 6,037 | $988.0K | 0.60% | +139+2.4% | Added |
| LVW Advisors, LLC | 6,085 | $996.0K | 0.17% | −75−1.2% | Reduced |
| Amica Retiree Medical Trust | 6,085 | $996.0K | 0.85% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,114 | $1.00M | 0.32% | 00.0% | Unchanged |
| Compton Capital Management Inc | 6,125 | $1.00M | 0.26% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 6,140 | $1.00M | 0.22% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,213 | $1.02M | 0.05% | +6,213 | New |
| TD Private Client Wealth LLC | 6,215 | $1.02M | 0.04% | −414−6.2% | Reduced |
| Becker Capital Management Inc | 6,218 | $1.02M | 0.04% | −1,030−14.2% | Reduced |
| Parisi Gray Wealth Management | 6,234 | $1.02M | 0.38% | −13−0.2% | Reduced |
| Ledyard National Bank | 6,237 | $1.02M | 0.10% | +16+0.3% | Added |
| Clarius Group, LLC | 6,233 | $1.02M | 0.08% | +186+3.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,240 | $1.02M | 0.06% | −3,300−34.6% | Reduced |
| Castleview Partners, LLC | 167,853 | $1.03M | 0.01% | +167,853 | New |
| McAdam, LLC | 6,298 | $1.03M | 0.10% | −127−2.0% | Reduced |
| Capital Investment Advisors, LLC | 6,302 | $1.03M | 0.03% | +42+0.7% | Added |
| Wade G W & Inc | 6,311 | $1.03M | 0.04% | +11+0.2% | Added |
| Checchi Capital Advisers, LLC | 6,308 | $1.03M | 0.11% | +150+2.4% | Added |
| Girard Partners Ltd. | 6,318 | $1.03M | 0.11% | +2,079+49.0% | Added |
| Verition Fund Management LLC | 6,322 | $1.03M | 0.01% | +6,322 | New |
| Symmetry Partners, LLC | 6,350 | $1.04M | 0.07% | 00.0% | Unchanged |
| Trust Asset Management LLC | 6,367 | $1.04M | 0.13% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,377 | $1.04M | 0.02% | −1,749−21.5% | Reduced |
| Derbend Asset Management | 6,409 | $1.05M | 1.02% | +501+8.5% | Added |
| Phraction Management LLC | 6,411 | $1.05M | 0.64% | +6,411 | New |
| Stableford Capital II LLC | 6,608 | $1.05M | 0.44% | +723+12.3% | Added |
| Telemus Capital, LLC | 6,463 | $1.06M | 0.09% | −34−0.5% | Reduced |
| Venturi Wealth Management, LLC | 6,461 | $1.06M | 0.08% | 00.0% | Unchanged |
| Bank of Hawaii | 6,497 | $1.06M | 0.06% | −691−9.6% | Reduced |
| Thompson Investment Management, Inc. | 6,505 | $1.06M | 0.15% | −600−8.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $1.07M | 0.32% | 00.0% | Unchanged |
| Paloma Partners Management Co | 6,525 | $1.07M | 0.03% | +6,525 | New |
| Ascent Group, LLC | 6,732 | $1.07M | 0.14% | +6,732 | New |
| Quantbot Technologies LP | 6,551 | $1.07M | 0.09% | −3,219−32.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,552 | $1.07M | 0.36% | +34+0.5% | Added |
| TCTC Holdings, LLC | 6,625 | $1.08M | 0.05% | +532+8.7% | Added |
| Resources Investment Advisors, LLC. | 6,648 | $1.09M | 0.04% | −1,018−13.3% | Reduced |
| Aurora Private Wealth, Inc. | 6,659 | $1.09M | 0.47% | −93−1.4% | Reduced |
| Capital Wealth Planning, LLC | 6,660 | $1.09M | 0.02% | +985+17.4% | Added |
| Ameritas Advisory Services, LLC | 6,662 | $1.09M | 0.04% | +6,662 | New |
| Focus Financial Network, Inc. | 6,754 | $1.10M | 0.16% | +870+14.8% | Added |
| Conning Inc. | 6,768 | $1.11M | 0.03% | −263−3.7% | Reduced |
| Qtron Investments LLC | 6,771 | $1.11M | 0.25% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,784 | $1.11M | 0.09% | +484+7.7% | Added |
| Lee Danner & Bass Inc | 6,793 | $1.11M | 0.10% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 6,800 | $1.11M | 0.00% | −265,900−97.5% | Reduced |
| Spirit of America Management Corp | 6,800 | $1.11M | 0.22% | −2,450−26.5% | Reduced |
| Game Plan Financial Advisors, LLC | 6,830 | $1.12M | 0.60% | +100+1.5% | Added |
| Bridgewater Advisors Inc. | 6,846 | $1.12M | 0.25% | −94−1.4% | Reduced |
| Veracity Capital LLC | 6,870 | $1.12M | 0.45% | −29−0.4% | Reduced |
| Triasima Portfolio Management inc. | 6,875 | $1.13M | 0.05% | −12,505−64.5% | Reduced |