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 |
|---|---|---|---|---|---|
| Arden Trust Co | 11,941 | $1.95M | 0.33% | −1,278−9.7% | Reduced |
| Fruth Investment Management | 11,965 | $1.96M | 0.54% | −35−0.3% | Reduced |
| SG3 Management, LLC | 12,000 | $1.96M | 0.20% | 00.0% | Unchanged |
| North Fourth Asset Management, LP | 12,000 | $1.96M | 0.69% | +12,000 | New |
| American National Insurance Co | 12,025 | $1.97M | 0.44% | −105,395−89.8% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 12,083 | $1.98M | 0.21% | +460+4.0% | Added |
| SOL Capital Management CO | 12,163 | $1.99M | 0.36% | −90−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 12,221 | $2.00M | 0.08% | −1,000−7.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,218 | $2.00M | 0.07% | −273−2.2% | Reduced |
| Caldwell Trust Co | 12,227 | $2.00M | 0.23% | −27−0.2% | Reduced |
| Edgestream Partners, L.P. | 12,238 | $2.00M | 0.12% | +7,484+157.4% | Added |
| Valeo Financial Advisors, LLC | 12,287 | $2.01M | 0.11% | +863+7.6% | Added |
| Kingsview Wealth Management, LLC | 12,295 | $2.01M | 0.08% | −1,380−10.1% | Reduced |
| Osborne Partners Capital Management, LLC | 12,320 | $2.02M | 0.15% | +9+0.1% | Added |
| Mizuho Securities USA LLC | 12,362 | $2.02M | 0.18% | −1,047−7.8% | Reduced |
| DuPont Capital Management Corp | 12,365 | $2.02M | 0.07% | +6,305+104.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,394 | $2.03M | 0.67% | −137−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 12,416 | $2.03M | 0.37% | +115+0.9% | Added |
| Ahl Investment Management, Inc. | 12,422 | $2.03M | 1.85% | +12,422 | New |
| Buttonwood Financial Advisors Inc. | 12,449 | $2.04M | 1.99% | +12,449 | New |
| CSM Advisors, LLC | 12,464 | $2.04M | 0.14% | +155+1.3% | Added |
| Quadrant Capital Group LLC | 12,464 | $2.04M | 0.24% | +4,017+47.6% | Added |
| Edmond de Rothschild Holding S.A. | 12,491 | $2.04M | 0.04% | +6,587+111.6% | Added |
| Aviance Capital Partners, LLC | 12,540 | $2.05M | 0.34% | −132−1.0% | Reduced |
| IFG Advisory, LLC | 12,552 | $2.05M | 0.20% | +679+5.7% | Added |
| Cape Cod Five Cents Savings Bank | 12,605 | $2.06M | 0.20% | −577−4.4% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $2.06M | 0.14% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,609 | $2.06M | 0.04% | +170+1.4% | Added |
| Pinnacle Wealth Management, LLC | 12,624 | $2.06M | 1.77% | +12,624 | New |
| Investment Advisory Services Inc | 12,707 | $2.08M | 1.13% | −551−4.2% | Reduced |
| Centiva Capital, LP | 12,721 | $2.08M | 0.13% | +6,087+91.8% | Added |
| Steel Peak Wealth Management LLC | 12,734 | $2.08M | 0.13% | −8,859−41.0% | Reduced |
| Argus Investors' Counsel, Inc. | 12,740 | $2.08M | 1.25% | −650−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,810 | $2.10M | 0.50% | +8,029+167.9% | Added |
| Ashfield Capital Partners, LLC | 12,931 | $2.12M | 0.14% | −225−1.7% | Reduced |
| Sandhill Capital Partners LLC | 12,952 | $2.12M | 0.16% | +279+2.2% | Added |
| Aigen Investment Management, LP | 13,022 | $2.12M | 0.13% | +13,022 | New |
| Welch Group, LLC | 13,012 | $2.13M | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 13,124 | $2.15M | 0.07% | −50−0.4% | Reduced |
| Aristotle Capital Management, LLC | 13,196 | $2.16M | 0.00% | −57−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,238 | $2.17M | 0.08% | −575−4.2% | Reduced |
| Doheny Asset Management | 13,243 | $2.17M | 1.52% | −50.0% | Reduced |
| Frontier Wealth Management LLC | 13,287 | $2.17M | 0.14% | +1,186+9.8% | Added |
| Fort Sheridan Advisors LLC | 13,300 | $2.18M | 0.63% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,308 | $2.18M | 0.15% | +13,308 | New |
| Bell Rock Capital LLC | 12,588 | $2.19M | 1.61% | +12,588 | New |
| Benedict Financial Advisors Inc | 13,372 | $2.19M | 0.57% | −263−1.9% | Reduced |
| Hodges Capital Management Inc. | 13,390 | $2.19M | 0.16% | +13,390 | New |
| Sheaff Brock Investment Advisors, LLC | 13,445 | $2.20M | 0.19% | −222−1.6% | Reduced |
| Rehmann Capital Advisory Group | 13,493 | $2.21M | 0.21% | +4,592+51.6% | Added |
| South State Corp. | 13,516 | $2.21M | 0.17% | −186−1.4% | Reduced |
| Signature Wealth Management Group | 13,546 | $2.22M | 1.12% | +1,275+10.4% | Added |
| American Portfolios Advisors | 13,583 | $2.22M | 0.07% | +705+5.5% | Added |
| BLB&B Advisors, LLC | 13,638 | $2.23M | 0.15% | −330−2.4% | Reduced |
| St. James Investment Advisors, LLC | 13,684 | $2.24M | 1.65% | +13,684 | New |
| Kanawha Capital Management LLC | 13,689 | $2.24M | 0.19% | +1,272+10.2% | Added |
| Abeille Asset Management SA | 13,780 | $2.25M | 0.52% | +13,780 | New |
| Stone Point Wealth LLC | 13,890 | $2.27M | 1.84% | +13,890 | New |
| BBR Partners, LLC | 13,875 | $2.27M | 0.27% | −104−0.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 13,933 | $2.28M | 1.30% | −305−2.1% | Reduced |
| Sawyer & Company, Inc | 13,931 | $2.28M | 0.98% | −227−1.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,949 | $2.28M | 1.30% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 14,009 | $2.29M | 0.22% | −27−0.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 14,108 | $2.31M | 1.43% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 14,114 | $2.31M | 0.51% | +900+6.8% | Added |
| Icon Advisers Inc | 14,200 | $2.32M | 0.37% | 00.0% | Unchanged |
| Private Asset Management Inc | 14,259 | $2.33M | 0.29% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 14,268 | $2.33M | 0.21% | −50.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,268 | $2.33M | 0.05% | +135+1.0% | Added |
| Magnetar Financial LLC | 14,297 | $2.34M | 0.02% | +9,028+171.3% | Added |
| Avantax Advisory Services, Inc. | 14,298 | $2.34M | 0.04% | +1,946+15.8% | Added |
| Cigna Investments Inc | 14,309 | $2.34M | 0.18% | −5,537−27.9% | Reduced |
| Cito Capital Group, LLC | 14,400 | $2.36M | 0.98% | +100+0.7% | Added |
| Pettee Investors, Inc. | 14,681 | $2.40M | 1.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,743 | $2.41M | 0.08% | +977+7.1% | Added |
| High Pointe Capital Management LLC | 14,745 | $2.41M | 1.61% | +2,477+20.2% | Added |
| Greenleaf Trust | 14,769 | $2.42M | 0.03% | +1,406+10.5% | Added |
| Burney Co | 14,770 | $2.42M | 0.10% | +14,770 | New |
| Resonant Capital Advisors, LLC | 14,875 | $2.43M | 0.37% | +1,159+8.4% | Added |
| Ieq Capital, LLC | 14,927 | $2.44M | 0.06% | +4,454+42.5% | Added |
| Brendel Financial Advisors LLC | 14,991 | $2.45M | 1.27% | +14,991 | New |
| Independent Investors Inc | 15,000 | $2.45M | 0.52% | −14−0.1% | Reduced |
| Proequities, Inc. | 14,999 | $2.45M | 0.14% | +770+5.4% | Added |
| Brave Asset Management Inc | 15,154 | $2.48M | 0.68% | −461−3.0% | Reduced |
| National Bank of Canada | 15,200 | $2.49M | 0.01% | +15,200 | New |
| Integrated Wealth Concepts LLC | 15,218 | $2.49M | 0.07% | +2,900+23.5% | Added |
| Valueworks LLC | 15,228 | $2.49M | 0.99% | +10.0% | Added |
| Evercore Wealth Management, LLC | 15,266 | $2.50M | 0.04% | −165−1.1% | Reduced |
| Gotham Asset Management, LLC | 15,308 | $2.50M | 0.08% | +3,383+28.4% | Added |
| Bank of Stockton | 15,418 | $2.52M | 0.74% | −330−2.1% | Reduced |
| Man Group plc | 15,515 | $2.54M | 0.01% | −366,206−95.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,668 | $2.56M | 0.14% | +15,668 | New |
| People's United Financial, Inc. | 15,787 | $2.58M | 0.06% | −2,788−15.0% | Reduced |
| HBK Sorce Advisory LLC | 15,821 | $2.59M | 0.13% | −50−0.3% | Reduced |
| Selway Asset Management | 15,860 | $2.60M | 1.23% | +1,000+6.7% | Added |
| Commerzbank Aktiengesellschaft | 15,885 | $2.60M | 0.15% | +695+4.6% | Added |
| Prudential PLC | 15,896 | $2.60M | 0.04% | +15,896 | New |
| Jackson Square Capital, LLC | 15,902 | $2.60M | 0.75% | −57−0.4% | Reduced |
| Tower Bridge Advisors | 15,952 | $2.61M | 0.16% | +76+0.5% | Added |
| Montag A & Associates Inc | 16,115 | $2.64M | 0.13% | −135−0.8% | Reduced |