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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Marquette Asset Management, LLC | 326 | $53.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 334 | $54.0K | 0.05% | +334 | New |
| FAI Wealth Management | 340 | $55.0K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 341 | $56.0K | 0.01% | +341 | New |
| Old North State Trust, LLC | 355 | $58.0K | 0.04% | +345+3,450.0% | Added |
| Equitec Proprietary Markets, LLC | 355 | $58.0K | 0.03% | +355 | New |
| Tacita Capital Inc | 360 | $59.0K | 0.03% | +260+260.0% | Added |
| Lee Financial Co | 366 | $60.0K | 0.01% | −100−21.5% | Reduced |
| Highlander Capital Management, LLC | 375 | $61.0K | 0.03% | −375−50.0% | Reduced |
| Creative Financial Designs Inc | 372 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $62.0K | 0.04% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 387 | $63.0K | 0.01% | +1+0.3% | Added |
| EverSource Wealth Advisors, LLC | 384 | $63.0K | 0.02% | +384 | New |
| Boit C F David | 400 | $65.0K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $65.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 394 | $65.0K | 0.02% | +1+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 401 | $66.0K | 0.03% | +200+99.5% | Added |
| Investmark Advisory Group LLC | 413 | $67.0K | 0.06% | +413 | New |
| CKW Financial Group | 400 | $70.0K | 0.01% | −290−42.0% | Reduced |
| Pinnacle Bancorp, Inc. | 440 | $72.0K | 0.03% | −80−15.4% | Reduced |
| West Paces Advisors Inc. | 455 | $74.4K | 0.02% | +18+4.1% | Added |
| Sirios Capital Management L P | 456 | $75.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 466 | $76.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 462 | $76.0K | 0.05% | +462 | New |
| AlphaMark Advisors, LLC | 468 | $77.0K | 0.03% | −50−9.7% | Reduced |
| Harvest Fund Management Co., Ltd | 473 | $77.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 484 | $79.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 493 | $81.0K | 0.02% | +1+0.2% | Added |
| Pittenger & Anderson Inc | 500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $82.0K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $82.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 511 | $84.0K | 0.01% | −8−1.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 520 | $85.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 522 | $85.0K | 0.03% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 522 | $85.0K | 0.03% | +522 | New |
| Sandy Cove Advisors, LLC | 517 | $85.0K | 0.07% | +517 | New |
| Riggs Asset Managment Co. Inc. | 525 | $86.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 528 | $86.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 532 | $87.0K | 0.04% | +25+4.9% | Added |
| Tarbox Family Office, Inc. | 558 | $91.0K | 0.02% | −173−23.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 485 | $91.0K | 0.04% | +24+5.2% | Added |
| Dividend Assets Capital, LLC | 565 | $92.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $92.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $93.3K | 0.06% | 00.0% | Unchanged |
| Sycomore Asset Management | 571 | $94.0K | 0.01% | −48,729−98.8% | Reduced |
| Raffa Wealth Management, LLC | 575 | $94.1K | 0.03% | −42−6.8% | Reduced |
| Lumature Wealth Partners, LLC | 579 | $95.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 588 | $96.0K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 587 | $96.0K | 0.05% | +587 | New |
| TFC Financial Management | 591 | $97.0K | 0.03% | −600−50.4% | Reduced |
| Orion Capital Management LLC | 600 | $98.0K | 0.06% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 600 | $98.0K | 0.06% | +600 | New |
| TD Ameritrade Investment Management, LLC | 610 | $100.0K | 0.00% | +161+35.9% | Added |
| Plante Moran Financial Advisors, LLC | 619 | $101.0K | 0.02% | −174−21.9% | Reduced |
| Savior LLC | 624 | $102.0K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 633 | $103.0K | 0.02% | +1+0.2% | Added |
| Jones Financial Companies LLLP | 633 | $104.0K | 0.00% | +40+6.7% | Added |
| Arlington Partners LLC | 658 | $108.0K | 0.03% | +87+15.2% | Added |
| Logan Capital Management Inc | 665 | $109.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 675 | $110.0K | 0.05% | +675 | New |
| Avion Wealth | 687 | $112.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $113.0K | 0.07% | 00.0% | Unchanged |
| Bollard Group LLC | 702 | $115.0K | 0.00% | +2+0.3% | Added |
| Gemmer Asset Management LLC | 714 | $117.0K | 0.01% | +20+2.9% | Added |
| Baron Financial Group, LLC | 721 | $118.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 720 | $118.0K | 0.01% | −473−39.6% | Reduced |
| BerganKDV Wealth Management, LLC | 720 | $118.0K | 0.01% | −96−11.8% | Reduced |
| Endurance Wealth Management, Inc. | 725 | $119.0K | 0.01% | −50−6.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 736 | $120.0K | 0.05% | +94+14.6% | Added |
| Versant Capital Management, Inc | 739 | $121.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 747 | $122.2K | 0.10% | +747 | New |
| Kelly Financial Services LLC | 748 | $122.4K | 0.06% | +18+2.5% | Added |
| Archer Investment Corp | 750 | $122.7K | 0.04% | −150−16.7% | Reduced |
| Signet Financial Management, LLC | 753 | $123.0K | 0.02% | +753 | New |
| Bogart Wealth, LLC | 764 | $125.0K | 0.01% | −9−1.2% | Reduced |
| Mascoma Wealth Management LLC | 785 | $128.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 795 | $130.0K | 0.08% | 00.0% | Unchanged |
| O'Dell Group, LLC | 811 | $133.0K | 0.04% | +2+0.2% | Added |
| Ancora Advisors, LLC | 813 | $133.0K | 0.00% | +16+2.0% | Added |
| Wagner Wealth Management, LLC | 814 | $133.0K | 0.10% | +152+23.0% | Added |
| Marshall Wace, LLP | 826 | $136.0K | 0.00% | −57,552−98.6% | Reduced |
| Freedman Financial Associates, Inc. | 849 | $139.0K | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 849 | $139.0K | 0.00% | +55+6.9% | Added |
| Prestige Wealth Management Group LLC | 862 | $141.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 866 | $141.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $145.0K | 0.06% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 894 | $146.0K | 0.02% | +29+3.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 915 | $150.0K | 0.05% | 00.0% | Unchanged |
| Surevest, LLC | 933 | $153.0K | 0.04% | +933 | New |
| Global Trust Asset Management, LLC | 960 | $157.0K | 0.06% | −489−33.7% | Reduced |
| Crewe Advisors LLC | 976 | $160.0K | 0.03% | +750+331.9% | Added |
| Financial Management Professionals, Inc. | 1,002 | $164.0K | 0.03% | −13−1.3% | Reduced |
| Legacy Bridge, LLC | 1,000 | $164.0K | 0.09% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $164.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $164.0K | 0.09% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,014 | $165.9K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,031 | $169.0K | 0.05% | +332+47.5% | Added |
| Key Financial Inc | 1,040 | $170.0K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,056 | $173.0K | 0.09% | +1+0.1% | Added |
| Fieldpoint Private Securities, LLC | 1,068 | $175.0K | 0.03% | +977+1,073.6% | Added |