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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 9,075 | $1.49M | 0.90% | +9,075 | New |
| Spire Wealth Management | 9,090 | $1.49M | 0.03% | +4,755+109.7% | Added |
| Laffer Tengler Investments | 9,103 | $1.49M | 0.43% | +274+3.1% | Added |
| Bryn Mawr Trust Co | 9,112 | $1.49M | 0.05% | −51−0.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.50M | 1.20% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 9,154 | $1.50M | 0.47% | +100+1.1% | Added |
| Trustcore Financial Services, LLC | 9,182 | $1.50M | 0.17% | +10.0% | Added |
| Greenwood Gearhart Inc | 9,216 | $1.51M | 0.21% | −276−2.9% | Reduced |
| Parallel Advisors, LLC | 9,217 | $1.51M | 0.06% | +11+0.1% | Added |
| Berkshire Asset Management LLC | 9,231 | $1.51M | 0.09% | −500−5.1% | Reduced |
| Hartline Investment Corp | 9,233 | $1.51M | 0.21% | −320−3.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.51M | 0.18% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 9,275 | $1.52M | 0.11% | +80+0.9% | Added |
| Meristem Family Wealth, LLC | 9,291 | $1.52M | 0.13% | −200−2.1% | Reduced |
| Stokes Family Office, LLC | 9,290 | $1.52M | 0.19% | +205+2.3% | Added |
| Dynamic Technology Lab Private Ltd | 9,341 | $1.53M | 0.17% | +9,341 | New |
| Simmons Bank | 9,430 | $1.54M | 0.11% | −175−1.8% | Reduced |
| Gateway Investment Advisers LLC | 9,465 | $1.55M | 0.01% | +768+8.8% | Added |
| Invst, LLC | 8,210 | $1.55M | 0.24% | −1,473−15.2% | Reduced |
| Savant Capital, LLC | 9,485 | $1.55M | 0.05% | +357+3.9% | Added |
| FDx Advisors, Inc. | 9,489 | $1.55M | 0.04% | +1,256+15.3% | Added |
| SkyView Investment Advisors, LLC | 17,662 | $1.56M | 0.35% | +12,929+273.2% | Added |
| Ingalls & Snyder LLC | 9,632 | $1.58M | 0.07% | −17−0.2% | Reduced |
| Linker Capital Management Inc. | 9,650 | $1.58M | 1.52% | +9,650 | New |
| MUFG Securities EMEA plc | 9,700 | $1.59M | 0.03% | +9,700 | New |
| Moors & Cabot, Inc. | 9,715 | $1.59M | 0.10% | +632+7.0% | Added |
| Cary Street Partner Investment Advisory LLC | 9,747 | $1.59M | 0.44% | +2,809+40.5% | Added |
| Birinyi Associates Inc | 9,781 | $1.60M | 0.50% | +5,250+115.9% | Added |
| J. W. Coons Advisors, LLC | 9,813 | $1.60M | 0.49% | +474+5.1% | Added |
| EFG Asset Management (North America) Corp. | 9,838 | $1.61M | 0.21% | +9,838 | New |
| Knuff & Co LLC | 9,855 | $1.61M | 0.50% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 9,926 | $1.62M | 0.88% | −600−5.7% | Reduced |
| Chicago Capital, LLC | 9,949 | $1.63M | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,972 | $1.63M | 0.05% | −321−3.1% | Reduced |
| St. Johns Investment Management Company, LLC | 9,968 | $1.63M | 0.83% | +23+0.2% | Added |
| Massmutual Trust Co FSB | 9,991 | $1.64M | 0.06% | −201−2.0% | Reduced |
| Rothschild Investment Corp | 10,003 | $1.64M | 0.13% | −270−2.6% | Reduced |
| Hyman Charles D | 10,004 | $1.64M | 0.10% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,007 | $1.64M | 0.19% | +1,677+20.1% | Added |
| Essex Financial Services, Inc. | 10,104 | $1.65M | 0.16% | +42+0.4% | Added |
| Institute for Wealth Management, LLC. | 10,162 | $1.66M | 0.27% | −86−0.8% | Reduced |
| Veriti Management LLC | 10,172 | $1.66M | 0.22% | −26−0.3% | Reduced |
| Herbst Group, LLC | 10,200 | $1.67M | 1.03% | +10,200 | New |
| Atlas Capital Advisors LLC | 10,219 | $1.67M | 0.25% | +10,171+21,189.6% | Added |
| Trustco Bank Corp N Y | 10,237 | $1.68M | 1.46% | −63−0.6% | Reduced |
| Brookstone Capital Management | 9,615 | $1.68M | 0.03% | +979+11.3% | Added |
| Schechter Investment Advisors, LLC | 10,387 | $1.70M | 0.15% | +10,387 | New |
| Inlet Private Wealth, LLC | 10,409 | $1.70M | 0.41% | +30.0% | Added |
| Fukoku Mutual Life Insurance Co | 10,440 | $1.71M | 0.13% | +170+1.7% | Added |
| William Allan, LLC | 10,446 | $1.71M | 1.22% | +10,446 | New |
| IndexIQ Advisors LLC | 10,468 | $1.71M | 0.06% | −19−0.2% | Reduced |
| Woodstock Corp | 10,490 | $1.72M | 0.18% | +20+0.2% | Added |
| Cerity Partners LLC | 13,755 | $1.72M | 0.03% | +6,148+80.8% | Added |
| Nicholas Hoffman & Company, LLC. | 10,499 | $1.72M | 0.06% | −806−7.1% | Reduced |
| Citizens Business Bank | 10,500 | $1.72M | 0.21% | 00.0% | Unchanged |
| ACG Wealth | 10,517 | $1.72M | 0.24% | +53+0.5% | Added |
| Rathbone Brothers plc | 10,558 | $1.73M | 0.02% | +387+3.8% | Added |
| TownSquare Capital, LLC | 10,579 | $1.73M | 0.04% | +3,118+41.8% | Added |
| Boston Family Office LLC | 10,613 | $1.74M | 0.11% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,055 | $1.74M | 0.28% | +842+9.1% | Added |
| IBM Retirement Fund | 10,745 | $1.76M | 0.22% | −7,705−41.8% | Reduced |
| Coldstream Capital Management Inc | 10,754 | $1.76M | 0.06% | −25,036−70.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,771 | $1.76M | 0.24% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 10,788 | $1.76M | 0.83% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 10,837 | $1.77M | 0.15% | −478−4.2% | Reduced |
| Lincoln Capital LLC | 10,846 | $1.77M | 0.44% | −60−0.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,865 | $1.78M | 1.06% | +390+3.7% | Added |
| MainStreet Investment Advisors LLC | 10,868 | $1.78M | 0.15% | −244−2.2% | Reduced |
| Anchor Investment Management, LLC | 10,918 | $1.79M | 0.22% | +134+1.2% | Added |
| Wintrust Investments LLC | 10,959 | $1.79M | 0.17% | −393−3.5% | Reduced |
| Personal Capital Advisors Corp | 11,180 | $1.79M | 0.01% | +257+2.4% | Added |
| True North Advisors, LLC | 11,000 | $1.80M | 0.30% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.80M | 0.31% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 11,038 | $1.81M | 0.95% | +11,038 | New |
| Adviser Investments LLC | 11,053 | $1.81M | 0.12% | +14+0.1% | Added |
| Wright Investors Service Inc | 11,072 | $1.81M | 0.46% | +523+5.0% | Added |
| Corient Capital Partners, LLC | 11,108 | $1.82M | 0.12% | −56−0.5% | Reduced |
| Howard Capital Management Inc. | 10,715 | $1.82M | 0.23% | +5,099+90.8% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.83M | 0.15% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 11,276 | $1.84M | 0.78% | +28+0.2% | Added |
| Jacobi Capital Management LLC | 11,331 | $1.85M | 0.22% | +30.0% | Added |
| NVWM, LLC | 11,330 | $1.85M | 0.58% | −5,871−34.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,338 | $1.85M | 0.07% | +82+0.7% | Added |
| Advisor Resource Council | 11,343 | $1.86M | 0.14% | +798+7.6% | Added |
| Little House Capital LLC | 11,446 | $1.87M | 0.99% | +4,549+66.0% | Added |
| Advisory Research Inc | 11,457 | $1.87M | 0.15% | +539+4.9% | Added |
| Insight Inv LLC | 11,486 | $1.88M | 1.73% | +11,486 | New |
| Pensionfund DSM Netherlands | 11,500 | $1.88M | 0.22% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 11,567 | $1.89M | 0.11% | 00.0% | Unchanged |
| Bailard, Inc. | 11,571 | $1.89M | 0.06% | +43+0.4% | Added |
| Arcus Capital Partners, LLC | 11,583 | $1.90M | 0.64% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,587 | $1.90M | 0.06% | −974−7.8% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.90M | 0.03% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 11,630 | $1.90M | 0.91% | −360−3.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,737 | $1.92M | 0.14% | 00.0% | Unchanged |
| Madison Wealth Management | 11,738 | $1.92M | 0.38% | +46+0.4% | Added |
| Bluestein R H & Co | 11,780 | $1.93M | 0.07% | −715−5.7% | Reduced |
| Change Path, LLC | 11,824 | $1.93M | 0.10% | −21−0.2% | Reduced |
| Smith, Salley & Associates | 11,889 | $1.95M | 0.14% | +27+0.2% | Added |
| Lifeworks Advisors, LLC | 11,911 | $1.95M | 1.55% | +11,911 | New |