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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 22,288 | $3.65M | 0.24% | −144−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,312 | $3.65M | 0.16% | −189−0.8% | Reduced |
| Nomura Holdings Inc | 22,713 | $3.66M | 0.02% | −22,957−50.3% | Reduced |
| Grandfield & Dodd, LLC | 22,382 | $3.66M | 0.24% | −40.0% | Reduced |
| Fiduciary Group LLC | 22,425 | $3.67M | 0.41% | −468−2.0% | Reduced |
| Modera Wealth Management, LLC | 22,524 | $3.69M | 0.14% | +8,561+61.3% | Added |
| Family Management Corp | 22,589 | $3.70M | 0.96% | +250+1.1% | Added |
| Sumitomo Life Insurance Co | 22,640 | $3.70M | 0.09% | −715−3.1% | Reduced |
| Kingfisher Capital LLC | 22,781 | $3.73M | 0.86% | +1,136+5.2% | Added |
| Fort Washington Investment Advisors Inc | 22,900 | $3.75M | 0.02% | +59+0.3% | Added |
| Grassi Investment Management | 22,960 | $3.76M | 0.38% | 00.0% | Unchanged |
| Castleark Management LLC | 22,975 | $3.76M | 0.14% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 22,992 | $3.76M | 0.83% | −183−0.8% | Reduced |
| RBF Capital, LLC | 23,000 | $3.76M | 0.24% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 23,086 | $3.78M | 0.45% | +802+3.6% | Added |
| Advisor Partners LLC | 23,167 | $3.79M | 0.23% | −1,477−6.0% | Reduced |
| Lavaca Capital LLC | 23,233 | $3.80M | 1.68% | +14,702+172.3% | Added |
| Cetera Investment Advisers | 23,324 | $3.82M | 0.05% | +48+0.2% | Added |
| Cresset Asset Management, LLC | 23,379 | $3.83M | 0.04% | −3,788−13.9% | Reduced |
| Altshuler Shaham Ltd | 23,421 | $3.83M | 0.08% | +24+0.1% | Added |
| Hutner Capital Management Inc | 23,460 | $3.84M | 2.24% | −75−0.3% | Reduced |
| Ceera Investments, LLC | 23,634 | $3.87M | 2.00% | −45−0.2% | Reduced |
| Independent Advisor Alliance | 23,727 | $3.88M | 0.19% | +1,203+5.3% | Added |
| Chicago Trust Co NA | 23,882 | $3.91M | 0.78% | −508−2.1% | Reduced |
| Impax Asset Management Group plc | 24,140 | $3.95M | 0.01% | +472+2.0% | Added |
| Park National Corp | 24,162 | $3.95M | 0.15% | −2,887−10.7% | Reduced |
| Concentric Wealth Management, LLC | 24,230 | $3.96M | 1.12% | −355−1.4% | Reduced |
| Davy Global Fund Management Ltd | 24,245 | $3.97M | 0.61% | −1,687−6.5% | Reduced |
| Wedbush Securities Inc | 24,451 | $4.00M | 0.17% | +560+2.3% | Added |
| Pathstone Family Office, LLC | 24,592 | $4.02M | 0.10% | −2,830−10.3% | Reduced |
| SRN Advisors, LLC | 24,920 | $4.08M | 1.46% | −1,612−6.1% | Reduced |
| Bleichroeder LP | 25,000 | $4.09M | 0.64% | 00.0% | Unchanged |
| Hancock Whitney Corp | 25,075 | $4.10M | 0.13% | −90−0.4% | Reduced |
| Foster Group, Inc. | 25,190 | $4.12M | 0.36% | −79−0.3% | Reduced |
| Credit Agricole S A | 25,244 | $4.13M | 0.14% | +8,214+48.2% | Added |
| Bessemer Group Inc | 25,316 | $4.14M | 0.01% | +5,170+25.7% | Added |
| Strategic Wealth Designers | 25,334 | $4.14M | 1.08% | +2,894+12.9% | Added |
| Beacon Pointe Advisors, LLC | 25,419 | $4.16M | 0.11% | −5,373−17.4% | Reduced |
| National Asset Management, Inc. | 25,527 | $4.18M | 0.12% | −1,138−4.3% | Reduced |
| Jennison Associates LLC | 25,604 | $4.19M | 0.00% | −1,639−6.0% | Reduced |
| New England Asset Management Inc | 25,607 | $4.19M | 0.06% | 00.0% | Unchanged |
| GDS Wealth Management | 25,651 | $4.20M | 0.94% | +25,651 | New |
| HB Wealth Management, LLC | 25,753 | $4.21M | 0.08% | +25,753 | New |
| Boyd Watterson Asset Management LLC | 25,866 | $4.23M | 1.41% | +746+3.0% | Added |
| Bouvel Investment Partners, LLC | 25,879 | $4.23M | 2.37% | −94−0.4% | Reduced |
| Prana Capital Management, LP | 25,885 | $4.24M | 0.33% | +25,885 | New |
| D.A. Davidson & Co. | 25,987 | $4.25M | 0.05% | −1,661−6.0% | Reduced |
| North Reef Capital Management LP | 26,000 | $4.25M | 1.96% | +26,000 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 26,018 | $4.26M | 0.70% | +14,434+124.6% | Added |
| Blue Zone Wealth Advisors, LLC | 26,148 | $4.28M | 1.41% | −19−0.1% | Reduced |
| Quadrature Capital Ltd | 26,310 | $4.30M | 0.23% | +26,310 | New |
| Pine Ridge Advisers LLC | 26,500 | $4.33M | 1.19% | 00.0% | Unchanged |
| Roundview Capital LLC | 26,924 | $4.41M | 0.44% | +125+0.5% | Added |
| Financial Partners Capital Management LLC | 26,953 | $4.41M | 0.78% | −475−1.7% | Reduced |
| Gladius Capital Management LP | 27,030 | $4.42M | 1.49% | +27,030 | New |
| Unison Asset Management LLC | 27,194 | $4.45M | 3.67% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 27,268 | $4.46M | 0.12% | +1,424+5.5% | Added |
| Alyeska Investment Group, L.P. | 27,296 | $4.47M | 0.05% | +27,296 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,428 | $4.49M | 0.49% | −959−3.4% | Reduced |
| First Interstate Bank | 27,657 | $4.52M | 0.44% | −36−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 27,690 | $4.53M | 1.64% | −705−2.5% | Reduced |
| Clifford Capital Partners LLC | 27,688 | $4.53M | 3.38% | +4,929+21.7% | Added |
| Stratos Wealth Partners, LTD. | 27,696 | $4.53M | 0.10% | +1,035+3.9% | Added |
| Trust Co of Vermont | 27,856 | $4.56M | 0.29% | +695+2.6% | Added |
| Trexquant Investment LP | 27,923 | $4.57M | 0.28% | +27,923 | New |
| PFS Investments Inc. | 28,014 | $4.58M | 0.09% | +2,586+10.2% | Added |
| Univest Financial Corp | 28,240 | $4.62M | 1.18% | −390−1.4% | Reduced |
| Avitas Wealth Management LLC | 28,300 | $4.63M | 0.78% | +437+1.6% | Added |
| RPG Investment Advisory, LLC | 28,433 | $4.65M | 0.72% | +23+0.1% | Added |
| Mitchell Capital Management Co | 28,522 | $4.67M | 0.95% | +607+2.2% | Added |
| Richard Bernstein Advisors LLC | 28,539 | $4.67M | 0.09% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 28,630 | $4.68M | 0.71% | −800−2.7% | Reduced |
| Front Barnett Associates LLC | 28,903 | $4.73M | 0.44% | −145−0.5% | Reduced |
| Connable Office Inc | 28,950 | $4.74M | 0.60% | −414−1.4% | Reduced |
| Adalta Capital Management LLC | 29,020 | $4.75M | 2.19% | 00.0% | Unchanged |
| JustInvest LLC | 29,019 | $4.75M | 0.28% | +12,193+72.5% | Added |
| AlphaCrest Capital Management LLC | 29,043 | $4.75M | 0.18% | +19,045+190.5% | Added |
| 6 Meridian | 29,048 | $4.75M | 0.35% | −493−1.7% | Reduced |
| First National Trust Co | 29,306 | $4.79M | 0.25% | +1,566+5.6% | Added |
| Cetera Advisor Networks LLC | 29,546 | $4.83M | 0.06% | +55+0.2% | Added |
| Freestone Capital Holdings, LLC | 29,922 | $4.89M | 0.21% | +1,822+6.5% | Added |
| Synovus Financial Corp | 30,003 | $4.91M | 0.05% | +397+1.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 30,135 | $4.93M | 1.20% | +1,362+4.7% | Added |
| Goelzer Investment Management, Inc. | 30,199 | $4.94M | 0.40% | −222−0.7% | Reduced |
| Federated Hermes, Inc. | 30,428 | $4.98M | 0.01% | +25,275+490.5% | Added |
| Group One Trading, L.P. | 30,453 | $4.98M | 0.09% | −89,874−74.7% | Reduced |
| AMG National Trust Bank | 30,596 | $5.00M | 0.15% | −1,149−3.6% | Reduced |
| Asset Dedication, LLC | 30,641 | $5.00M | 0.60% | +2,750+9.9% | Added |
| Mirova | 30,817 | $5.04M | 0.60% | +9,087+41.8% | Added |
| GFS Advisors, LLC | 31,495 | $5.15M | 0.85% | +2,350+8.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 31,520 | $5.16M | 0.10% | −730−2.3% | Reduced |
| Pacific Global Investment Management CO | 31,655 | $5.18M | 0.96% | +479+1.5% | Added |
| Oppenheimer Asset Management Inc. | 31,726 | $5.19M | 0.07% | −775−2.4% | Reduced |
| First Hawaiian Bank | 31,990 | $5.23M | 0.15% | +7,389+30.0% | Added |
| Andra AP-fonden | 32,000 | $5.24M | 0.11% | −1,600−4.8% | Reduced |
| Rodgers Brothers Inc. | 32,117 | $5.25M | 0.94% | +238+0.7% | Added |
| Pavion Blue Capital, LLC | 32,145 | $5.26M | 3.05% | −245−0.8% | Reduced |
| Pacer Advisors, Inc. | 32,616 | $5.34M | 0.05% | −8,678−21.0% | Reduced |
| Choate Investment Advisors | 32,817 | $5.37M | 0.31% | +1,480+4.7% | Added |
| Campbell Capital Management Inc | 32,935 | $5.39M | 2.22% | +17,355+111.4% | Added |