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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 16,235 | $2.66M | 0.98% | −475−2.8% | Reduced |
| Peoples Financial Services Corp. | 16,269 | $2.66M | 1.03% | −125−0.8% | Reduced |
| LGT Group Foundation | 16,318 | $2.67M | 0.07% | +16,318 | New |
| Bennicas & Associates, Inc. | 16,412 | $2.69M | 1.40% | 00.0% | Unchanged |
| Alps Advisors Inc | 16,424 | $2.69M | 0.03% | −210,739−92.8% | Reduced |
| Northstar Group, Inc. | 16,428 | $2.69M | 0.64% | −134−0.8% | Reduced |
| TrinityPoint Wealth, LLC | 16,495 | $2.70M | 0.48% | −216−1.3% | Reduced |
| Condor Capital Management | 16,561 | $2.71M | 0.29% | −20.0% | Reduced |
| Everence Capital Management Inc | 16,684 | $2.73M | 0.20% | −410−2.4% | Reduced |
| Silvant Capital Management LLC | 16,703 | $2.73M | 0.47% | −693−4.0% | Reduced |
| Naples Global Advisors, LLC | 16,717 | $2.73M | 0.32% | +747+4.7% | Added |
| Lido Advisors, LLC | 16,838 | $2.75M | 0.05% | −616−3.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,857 | $2.76M | 0.26% | +477+2.9% | Added |
| Regent Investment Management LLC | 16,876 | $2.76M | 0.60% | +9,865+140.7% | Added |
| Columbia Asset Management | 16,884 | $2.76M | 0.56% | −238−1.4% | Reduced |
| Eads & Heald Wealth Management | 16,928 | $2.77M | 1.20% | −293−1.7% | Reduced |
| LaFleur & Godfrey LLC | 17,002 | $2.78M | 0.36% | +1,510+9.7% | Added |
| Leonteq Securities AG | 17,044 | $2.79M | 0.13% | +3,243+23.5% | Added |
| Arabesque Asset Management Ltd | 17,047 | $2.79M | 0.81% | +2,293+15.5% | Added |
| Jag Capital Management, LLC | 17,233 | $2.82M | 0.22% | −299−1.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,239 | $2.82M | 0.22% | −147−0.8% | Reduced |
| Washington Trust Advisors, Inc. | 17,278 | $2.83M | 0.19% | +17,278 | New |
| Canandaigua National Corp | 17,286 | $2.83M | 0.42% | +5,344+44.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $2.83M | 0.30% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 17,350 | $2.84M | 0.56% | +190+1.1% | Added |
| Clearstead Advisors, LLC | 17,423 | $2.85M | 0.19% | −300−1.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,492 | $2.86M | 0.45% | +2,072+13.4% | Added |
| Salvus Wealth Management, LLC | 17,537 | $2.87M | 2.10% | +40+0.2% | Added |
| BFSG, LLC | 17,538 | $2.87M | 0.40% | +385+2.2% | Added |
| Beese Fulmer Investment Management, Inc. | 17,637 | $2.88M | 0.30% | −655−3.6% | Reduced |
| Glenview Trust Co | 17,633 | $2.88M | 0.10% | +3,670+26.3% | Added |
| Elgethun Capital Management | 17,283 | $2.89M | 1.01% | −70.0% | Reduced |
| Callahan Advisors, LLC | 17,716 | $2.90M | 0.33% | +10.0% | Added |
| Courier Capital LLC | 17,733 | $2.90M | 0.27% | −316−1.8% | Reduced |
| Squarepoint Ops LLC | 17,819 | $2.92M | 0.01% | +5,267+42.0% | Added |
| Bill Few Associates, Inc. | 17,825 | $2.92M | 1.51% | +17,825 | New |
| Dixon Hubard Feinour & Brown Inc | 17,931 | $2.93M | 0.28% | +17,931 | New |
| Murphy Capital Management Inc | 17,971 | $2.94M | 0.32% | −120−0.7% | Reduced |
| EP Wealth Advisors, LLC | 18,003 | $2.94M | 0.07% | −594−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 17,965 | $2.95M | 0.19% | +1,831+11.3% | Added |
| WP Advisors, LLC | 18,061 | $2.96M | 1.23% | −147−0.8% | Reduced |
| Altium Wealth Management LLC | 18,067 | $2.96M | 0.19% | +51+0.3% | Added |
| Assenagon Asset Management S.A. | 18,105 | $2.96M | 0.01% | +443+2.5% | Added |
| Busey Wealth Management | 18,127 | $2.96M | 0.11% | −745−3.9% | Reduced |
| Point72 Europe (London) LLP | 18,180 | $2.97M | 1.36% | +18,180 | New |
| Shelton Capital Management | 18,385 | $3.01M | 0.11% | −235−1.3% | Reduced |
| Pacifica Capital Investments, LLC | 18,400 | $3.01M | 0.93% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 18,493 | $3.02M | 0.34% | −638−3.3% | Reduced |
| Mount Vernon Associates Inc | 18,611 | $3.04M | 2.64% | +25+0.1% | Added |
| Sigma Planning Corp | 18,844 | $3.08M | 0.09% | +3,178+20.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,900 | $3.09M | 2.95% | +18,900 | New |
| Essex Investment Management Co LLC | 18,904 | $3.09M | 0.35% | −2,331−11.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,990 | $3.11M | 0.06% | −142−0.7% | Reduced |
| Hotaling Investment Management, LLC | 19,006 | $3.11M | 1.08% | +544+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 19,253 | $3.15M | 0.18% | −412−2.1% | Reduced |
| Ethic Inc. | 19,431 | $3.18M | 0.25% | +1,733+9.8% | Added |
| Advisory Services Network, LLC | 19,445 | $3.18M | 0.09% | +3,787+24.2% | Added |
| Pinkerton Retirement Specialists, LLC | 19,468 | $3.19M | 0.56% | +473+2.5% | Added |
| RNC Capital Management LLC | 19,481 | $3.19M | 0.16% | +332+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,530 | $3.19M | 0.26% | −81−0.4% | Reduced |
| Ropes Wealth Advisors LLC | 19,599 | $3.21M | 0.56% | +55+0.3% | Added |
| Kestra Private Wealth Services, LLC | 19,636 | $3.21M | 0.15% | +235+1.2% | Added |
| Varma Mutual Pension Insurance Co | 19,735 | $3.23M | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 19,794 | $3.24M | 0.02% | +5,844+41.9% | Added |
| River & Mercantile Asset Management LLP | 19,799 | $3.24M | 0.25% | −335−1.7% | Reduced |
| Azimuth Capital Management LLC | 19,859 | $3.25M | 0.13% | −3,127−13.6% | Reduced |
| M. Kulyk & Associates, LLC | 19,913 | $3.26M | 0.84% | +19,913 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $3.27M | 1.40% | 00.0% | Unchanged |
| Stonnington Group, LLC | 18,741 | $3.29M | 0.71% | +235+1.3% | Added |
| Americana Partners, LLC | 20,127 | $3.29M | 0.60% | +3,615+21.9% | Added |
| Meiji Yasuda Life Insurance Co | 20,156 | $3.30M | 0.06% | −2,349−10.4% | Reduced |
| Raymond James Trust N.A. | 20,224 | $3.31M | 0.10% | −540−2.6% | Reduced |
| Wetherby Asset Management Inc | 20,230 | $3.31M | 0.19% | +116+0.6% | Added |
| Intrinsic Value Partners, LLC | 20,258 | $3.31M | 3.53% | +20,258 | New |
| QV Investors Inc. | 20,310 | $3.32M | 0.23% | −35,654−63.7% | Reduced |
| Eqis Capital Management, Inc. | 20,556 | $3.36M | 0.25% | −49−0.2% | Reduced |
| Fundamentun, LLC | 20,618 | $3.37M | 0.53% | +760+3.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 17,122 | $3.37M | 1.63% | +311+1.8% | Added |
| Stevens Capital Management LP | 20,733 | $3.39M | 0.78% | +13,950+205.7% | Added |
| Lincoln National Corp | 20,791 | $3.40M | 0.07% | −33−0.2% | Reduced |
| Cullen Capital Management LLC | 20,800 | $3.40M | 0.03% | +844+4.2% | Added |
| Regentatlantic Capital LLC | 20,827 | $3.41M | 0.10% | +749+3.7% | Added |
| Haverford Trust Co | 20,855 | $3.41M | 0.04% | −1,082−4.9% | Reduced |
| Scotia Capital Inc. | 20,860 | $3.41M | 0.02% | −3,234−13.4% | Reduced |
| DCM Advisors, LLC | 20,861 | $3.41M | 1.01% | +7,168+52.3% | Added |
| GWM Advisors LLC | 20,889 | $3.42M | 0.05% | +13,448+180.7% | Added |
| Cinctive Capital Management LP | 20,974 | $3.43M | 0.16% | −18,369−46.7% | Reduced |
| Chase Investment Counsel Corp | 20,981 | $3.43M | 1.38% | −24−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 21,092 | $3.45M | 2.02% | −514−2.4% | Reduced |
| BancorpSouth Bank | 21,215 | $3.47M | 0.43% | +539+2.6% | Added |
| Kathleen S. Wright Associates Inc. | 21,222 | $3.47M | 2.55% | +21,222 | New |
| Wellington Shields Capital Management, LLC | 21,243 | $3.48M | 0.44% | +4,070+23.7% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 21,260 | $3.48M | 1.09% | −648−3.0% | Reduced |
| Boston Private Wealth LLC | 21,321 | $3.49M | 0.06% | −2,173−9.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 21,493 | $3.52M | 0.67% | +2,036+10.5% | Added |
| Tdam USA Inc. | 21,499 | $3.52M | 0.22% | −13−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21,630 | $3.54M | 0.14% | +155+0.7% | Added |
| Chartwell Investment Partners, LLC | 21,989 | $3.60M | 0.10% | −9,251−29.6% | Reduced |
| Covington Capital Management | 22,028 | $3.60M | 0.12% | −69−0.3% | Reduced |
| Moody National Bank Trust Division | 22,243 | $3.64M | 0.11% | −97,099−81.4% | Reduced |