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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 6,934 | $1.13M | 0.03% | −880−11.3% | Reduced |
| Mark Stevens | 6,933 | $1.13M | 0.12% | −83−1.2% | Reduced |
| Citadel Investment Advisory, Inc. | 6,938 | $1.14M | 0.66% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,955 | $1.14M | 0.01% | +30+0.4% | Added |
| We Are One Seven, LLC | 6,959 | $1.14M | 0.12% | +1,064+18.0% | Added |
| Sequoia Financial Advisors, LLC | 6,970 | $1.14M | 0.03% | +4,170+148.9% | Added |
| Coastline Trust Co | 6,978 | $1.14M | 0.13% | +23+0.3% | Added |
| Oldfather Financial Services, LLC | 5,763 | $1.14M | 0.60% | +68+1.2% | Added |
| Strategic Investment Advisors | 6,995 | $1.14M | 0.22% | +646+10.2% | Added |
| Segall Bryant & Hamill, LLC | 7,034 | $1.15M | 0.01% | −31−0.4% | Reduced |
| Harbour Investments, Inc. | 7,066 | $1.16M | 0.07% | −5,767−44.9% | Reduced |
| Van Strum & Towne Inc. | 7,065 | $1.16M | 0.42% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,119 | $1.17M | 0.08% | −600−7.8% | Reduced |
| SOA Wealth Advisors, LLC. | 7,103 | $1.17M | 0.28% | −570−7.4% | Reduced |
| Orrstown Financial Services Inc | 6,713 | $1.17M | 1.79% | −235−3.4% | Reduced |
| YHB Investment Advisors, Inc. | 7,182 | $1.18M | 0.09% | −108−1.5% | Reduced |
| Markston International LLC | 7,193 | $1.18M | 1.19% | −2,605−26.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.18M | 0.30% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 7,273 | $1.19M | 1.18% | −570−7.3% | Reduced |
| J.W. Cole Advisors, Inc. | 7,286 | $1.19M | 0.08% | −6−0.1% | Reduced |
| Crestwood Advisors Group LLC | 7,322 | $1.20M | 0.03% | 00.0% | Unchanged |
| Berkshire Bank | 7,328 | $1.20M | 0.27% | +614+9.1% | Added |
| Sawtooth Solutions, LLC | 7,346 | $1.20M | 0.13% | +4,312+142.1% | Added |
| Investment House LLC | 7,375 | $1.21M | 0.08% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,375 | $1.21M | 0.67% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,385 | $1.21M | 0.05% | −16−0.2% | Reduced |
| Hilltop Holdings Inc. | 7,398 | $1.21M | 0.13% | +581+8.5% | Added |
| Geneos Wealth Management Inc. | 7,420 | $1.21M | 0.05% | −609−7.6% | Reduced |
| ARGI Investment Services, LLC | 7,442 | $1.22M | 0.04% | +194+2.7% | Added |
| Horizon Wealth Management, LLC | 7,452 | $1.22M | 0.36% | +7,452 | New |
| Fort Point Capital Partners LLC | 7,467 | $1.22M | 0.17% | 00.0% | Unchanged |
| Beacon Financial Group | 7,264 | $1.22M | 0.16% | +81+1.1% | Added |
| Piscataqua Savings Bank | 7,492 | $1.23M | 0.97% | −10−0.1% | Reduced |
| Mutual Advisors, LLC | 7,493 | $1.23M | 0.07% | +242+3.3% | Added |
| Brewin Dolphin Ltd | 7,504 | $1.23M | 0.05% | −2,629−25.9% | Reduced |
| Western Wealth Management, LLC | 7,550 | $1.23M | 0.12% | +7,550 | New |
| Joel Isaacson & Co., LLC | 7,557 | $1.24M | 0.08% | 00.0% | Unchanged |
| Pariax, LLC | 7,562 | $1.24M | 1.21% | +7,562 | New |
| Bigelow Investment Advisors, LLC | 7,566 | $1.24M | 0.56% | +328+4.5% | Added |
| Trust Co of Toledo NA | 7,603 | $1.24M | 0.19% | +508+7.2% | Added |
| Pitcairn Co | 7,639 | $1.25M | 0.08% | −126−1.6% | Reduced |
| Van Cleef Asset Management,Inc | 7,642 | $1.25M | 0.18% | +41+0.5% | Added |
| Belpointe Asset Management LLC | 7,667 | $1.25M | 0.08% | +414+5.7% | Added |
| SRB Corp | 7,694 | $1.26M | 0.07% | +7,694 | New |
| Arete Wealth Advisors, LLC | 7,538 | $1.26M | 0.11% | +111+1.5% | Added |
| Beach Investment Counsel Inc | 7,733 | $1.26M | 0.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,796 | $1.27M | 0.38% | +100+1.3% | Added |
| Smithfield Trust Co | 7,838 | $1.28M | 0.08% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 7,845 | $1.28M | 0.18% | +1,172+17.6% | Added |
| Investors Asset Management of Georgia Inc | 7,900 | $1.29M | 0.62% | +335+4.4% | Added |
| Wellington Shields & Co., LLC | 7,940 | $1.30M | 0.26% | +35+0.4% | Added |
| Personal Cfo Solutions, LLC | 7,945 | $1.30M | 0.24% | +2,837+55.5% | Added |
| Dakota Wealth Management | 8,003 | $1.31M | 0.14% | −132−1.6% | Reduced |
| Moloney Securities Asset Management, LLC | 8,040 | $1.31M | 0.22% | +71+0.9% | Added |
| Walter & Keenan Financial Consulting Co | 8,048 | $1.32M | 0.43% | −1,200−13.0% | Reduced |
| Csenge Advisory Group | 7,896 | $1.32M | 0.12% | −7−0.1% | Reduced |
| KWB Wealth | 8,073 | $1.32M | 0.22% | +11+0.1% | Added |
| Triad Investment Management | 8,138 | $1.33M | 1.21% | +8,138 | New |
| Eastern Bank | 8,162 | $1.33M | 0.06% | +5,101+166.6% | Added |
| Karpas Strategies, LLC | 8,175 | $1.34M | 0.43% | +225+2.8% | Added |
| C2C Wealth Management, LLC | 8,170 | $1.34M | 0.19% | +8,170 | New |
| Evoke Wealth, LLC | 8,206 | $1.34M | 0.04% | −272−3.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.34M | 0.07% | −473−5.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,291 | $1.36M | 0.44% | +255+3.2% | Added |
| Grimes & Company, Inc. | 8,301 | $1.36M | 0.06% | −496−5.6% | Reduced |
| Auxier Asset Management | 8,298 | $1.36M | 0.21% | −10−0.1% | Reduced |
| Amarillo National Bank | 8,313 | $1.36M | 0.27% | 00.0% | Unchanged |
| Vestcor Inc | 8,334 | $1.36M | 0.05% | −1,730−17.2% | Reduced |
| FineMark National Bank & Trust | 8,341 | $1.36M | 0.05% | −277−3.2% | Reduced |
| Excalibur Management Corp | 8,378 | $1.37M | 0.55% | +184+2.2% | Added |
| Associated Banc-Corp | 8,402 | $1.38M | 0.05% | +55+0.7% | Added |
| Fulton Bank, N.A. | 8,481 | $1.39M | 0.06% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8,504 | $1.39M | 0.29% | +8+0.1% | Added |
| RFG Advisory, LLC | 8,508 | $1.39M | 0.10% | +1,084+14.6% | Added |
| Abundance Wealth Counselors | 8,538 | $1.40M | 0.36% | +8,538 | New |
| Community Bank, N.A. | 8,545 | $1.40M | 0.16% | −93−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,549 | $1.40M | 0.05% | −441−4.9% | Reduced |
| Everett Harris & Co | 8,553 | $1.40M | 0.02% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 8,600 | $1.41M | 0.05% | +800+10.3% | Added |
| Guardian Capital LP | 8,618 | $1.41M | 0.03% | −2,500−22.5% | Reduced |
| NTV Asset Management LLC | 8,625 | $1.41M | 0.23% | −100−1.1% | Reduced |
| Redwood Investment Management, LLC | 8,622 | $1.41M | 0.18% | +7,204+508.0% | Added |
| Tudor Investment Corp Et Al | 8,643 | $1.41M | 0.03% | −2,415−21.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 8,686 | $1.42M | 0.47% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,688 | $1.42M | 0.04% | +945+12.2% | Added |
| CAPROCK Group, Inc. | 8,691 | $1.42M | 0.12% | −462−5.0% | Reduced |
| Center for Financial Planning, Inc. | 8,742 | $1.43M | 0.29% | +10+0.1% | Added |
| Barden Capital Management, Inc. | 8,738 | $1.43M | 1.36% | +8,738 | New |
| Lazard Freres Gestion S.A.S. | 8,735 | $1.43M | 0.04% | −350−3.9% | Reduced |
| Argent Advisors, Inc. | 8,784 | $1.44M | 0.77% | −65−0.7% | Reduced |
| Howard Capital Management Group, LLC | 8,806 | $1.44M | 0.12% | +700+8.6% | Added |
| Strategy Asset Managers LLC | 8,832 | $1.45M | 0.38% | +535+6.4% | Added |
| Palisade Asset Management, LLC | 8,883 | $1.45M | 0.16% | +51+0.6% | Added |
| Ossiam | 8,887 | $1.45M | 0.04% | −64,859−87.9% | Reduced |
| Boltwood Capital Management | 8,901 | $1.46M | 0.54% | −50−0.6% | Reduced |
| Polar Asset Management Partners Inc. | 8,908 | $1.46M | 0.02% | +6,056+212.3% | Added |
| TAGStone Capital, Inc. | 8,942 | $1.46M | 1.22% | +8,942 | New |
| Erste Asset Management GmbH | 8,934 | $1.46M | 0.03% | +1,090+13.9% | Added |
| Cowen and Company, LLC | 8,966 | $1.47M | 0.14% | +8,966 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,049 | $1.48M | 0.01% | +210+2.4% | Added |