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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 45,902,704 | $7.51B | 0.19% | −1,903,009−4.0% | Reduced |
| Vanguard Group Inc | 46,602,078 | $7.62B | 0.17% | −918,850−1.9% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $24.8B | 7.49% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,592 | – | – | +4,511+5,569.1% | Added |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −899,218−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −493,895−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −318,763−100.0% | Sold out |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −270,039−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −217,399−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −85,992−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −71,995−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −62,813−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −55,407−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −50,414−100.0% | Sold out |
| MIK Capital, LP | 0 | $0 | 0.00% | −46,998−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −42,713−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −41,699−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −35,573−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −32,916−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −30,230−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −22,975−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −17,412−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −15,394−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −13,827−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,150−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −13,754−100.0% | Sold out |
| Campbell Newman Asset Management Inc | 0 | $0 | 0.00% | −13,601−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −13,123−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,475−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,967−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −6,948−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −6,854−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −6,607−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −6,328−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,743−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Bingham Osborn & Scarborough LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| Axiom Financial Strategies, LLC | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Bank of the West | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Wealth Management Partners, LLC | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| First National Corp | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| North Star Asset Management Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Montgomery Investment Management Inc | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Burt Wealth Advisors | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Verus Financial Partners, Inc. | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Holloway Wealth Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |