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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 1,078 | $176.0K | 0.08% | −20−1.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,102 | $180.0K | 0.07% | +1,102 | New |
| CVA Family Office, LLC | 1,139 | $186.0K | 0.05% | +915+408.5% | Added |
| Tobam | 1,142 | $187.0K | 0.01% | +300+35.6% | Added |
| State of Wyoming | 1,164 | $190.0K | 0.09% | −8−0.7% | Reduced |
| CNB Bank | 1,163 | $190.0K | 0.10% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,171 | $192.0K | 0.04% | +22+1.9% | Added |
| SRS Capital Advisors, Inc. | 1,175 | $192.0K | 0.02% | +37+3.3% | Added |
| JFS Wealth Advisors, LLC | 1,198 | $196.0K | 0.02% | +58+5.1% | Added |
| Eagle Bay Advisors LLC | 1,227 | $201.0K | 0.13% | −287−19.0% | Reduced |
| Encompass Wealth Advisors, LLC | 1,230 | $201.0K | 0.05% | +1,230 | New |
| Long Road Investment Counsel, LLC | 1,233 | $202.0K | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 1,233 | $202.0K | 0.02% | +1+0.1% | Added |
| Southeast Asset Advisors Inc. | 1,243 | $203.0K | 0.03% | −4−0.3% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $203.0K | 0.13% | 00.0% | Unchanged |
| Castellan Group, LLC | 1,240 | $203.0K | 0.14% | +1,240 | New |
| Deuterium Capital Management, LLC | 1,240 | $203.0K | 0.30% | +1,240 | New |
| Cozad Asset Management Inc | 1,250 | $204.0K | 0.03% | −200−13.8% | Reduced |
| E&G Advisors, LP | 1,250 | $204.0K | 0.05% | −100−7.4% | Reduced |
| Lake Street Financial LLC | 1,248 | $204.0K | 0.04% | +1,248 | New |
| Lockerman Financial Group, Inc. | 1,250 | $204.0K | 0.53% | +1,250 | New |
| Halbert Hargrove Global Advisors, LLC | 1,254 | $205.0K | 0.01% | −67−5.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,256 | $206.0K | 0.01% | −2−0.2% | Reduced |
| Forte Capital LLC | 1,262 | $206.0K | 0.03% | +1,262 | New |
| Jenkins Wealth | 1,069 | $206.0K | 0.08% | +1,069 | New |
| PRW Wealth Management LLC | 1,255 | $206.0K | 0.10% | +1,255 | New |
| Highview Capital Management LLC | 1,257 | $206.0K | 0.13% | +1,257 | New |
| Chesapeake Wealth Management | 1,265 | $207.0K | 0.07% | −240−15.9% | Reduced |
| Wedge Capital Management L L P | 1,263 | $207.0K | 0.00% | −32−2.5% | Reduced |
| Motco | 1,270 | $207.0K | 0.01% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,265 | $207.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,268 | $207.0K | 0.02% | +163+14.8% | Added |
| SevenBridge Financial Group, LLC | 1,273 | $208.0K | 0.06% | −81−6.0% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $208.0K | 0.08% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,270 | $208.0K | 0.05% | +4+0.3% | Added |
| Paradigm Financial Advisors, LLC | 1,285 | $210.0K | 0.05% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,297 | $212.0K | 0.02% | +28+2.2% | Added |
| MV Capital Management, Inc. | 1,305 | $213.0K | 0.03% | +3+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,303 | $213.0K | 0.06% | +1,303 | New |
| Alan B. Lancz & Associates, Inc. | 1,300 | $213.0K | 0.19% | +1,300 | New |
| Mystic Asset Management, Inc. | 1,305 | $213.0K | 0.10% | +1,305 | New |
| Libra Wealth LLC | 1,300 | $213.0K | 0.14% | +1,300 | New |
| Rollins Financial | 1,310 | $214.0K | 0.06% | +1,310 | New |
| Summit Asset Management, LLC | 1,315 | $215.0K | 0.06% | +45+3.5% | Added |
| Hexagon Capital Partners LLC | 1,318 | $216.0K | 0.06% | −2−0.2% | Reduced |
| Koss-Olinger Consulting, LLC | 1,319 | $216.0K | 0.03% | +17+1.3% | Added |
| PBMares Wealth Management LLC | 1,329 | $217.0K | 0.09% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,330 | $218.0K | 0.03% | +1,330 | New |
| Calton & Associates, Inc. | 1,343 | $219.0K | 0.06% | −236−14.9% | Reduced |
| MBA Advisors LLC | 1,337 | $219.0K | 0.14% | −20−1.5% | Reduced |
| Zions Bancorporation, N.A. | 1,346 | $220.0K | 0.02% | +58+4.5% | Added |
| Transcend Wealth Collective, LLC | 1,343 | $220.0K | 0.02% | +156+13.1% | Added |
| Burns J W & Co Inc | 1,353 | $221.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,269 | $221.0K | 0.01% | +1,269 | New |
| Nixon Peabody Trust Co | 1,356 | $222.0K | 0.07% | −40−2.9% | Reduced |
| Sentinel Trust Co Lba | 1,355 | $222.0K | 0.03% | +1+0.1% | Added |
| Legacy Private Trust Co. | 1,365 | $223.0K | 0.02% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,368 | $224.0K | 0.32% | −4,032−74.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,368 | $224.0K | 0.06% | −3−0.2% | Reduced |
| Berger Financial Group, Inc | 1,367 | $224.0K | 0.03% | +122+9.8% | Added |
| Concord Wealth Partners | 1,367 | $224.0K | 0.05% | +675+97.5% | Added |
| Wulff, Hansen & Co. | 1,371 | $224.0K | 0.19% | +1,371 | New |
| Providence Capital Advisors, LLC | 1,377 | $225.0K | 0.06% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,375 | $225.0K | 0.01% | 00.0% | Unchanged |
| James Hambro & Partners | 1,373 | $225.0K | 0.02% | +1,373 | New |
| Lebenthal Global Advisors, LLC | 1,381 | $225.0K | 0.09% | +1,381 | New |
| Independence Bank of Kentucky | 1,380 | $226.0K | 0.09% | −75−5.2% | Reduced |
| FourThought Financial, LLC | 1,382 | $226.0K | 0.03% | +877+173.7% | Added |
| E Fund Management Co., Ltd. | 1,387 | $227.0K | 0.01% | −27−1.9% | Reduced |
| Greenwich Wealth Management LLC | 1,388 | $227.0K | 0.02% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,386 | $227.0K | 0.06% | +99+7.7% | Added |
| Clear Perspective Advisors, LLC | 1,388 | $227.0K | 0.07% | +1,388 | New |
| Centric Wealth Management | 1,394 | $228.0K | 0.08% | −150−9.7% | Reduced |
| Johanson Financial Advisors, Inc. | 1,391 | $228.0K | 0.07% | +153+12.4% | Added |
| Pettyjohn, Wood & White, Inc | 1,397 | $229.0K | 0.05% | −122−8.0% | Reduced |
| Middleton & Co Inc | 1,400 | $229.0K | 0.02% | −50−3.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $229.0K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,400 | $229.0K | 0.21% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,399 | $229.0K | 0.10% | +1,399 | New |
| Amplius Wealth Advisors, LLC | 1,402 | $229.0K | 0.03% | +1,402 | New |
| Tortoise Investment Management, LLC | 1,405 | $230.0K | 0.04% | −30−2.1% | Reduced |
| Fairfield, Bush & Co. | 1,410 | $231.0K | 0.11% | −10,150−87.8% | Reduced |
| Lindbrook Capital, LLC | 1,413 | $231.0K | 0.04% | +407+40.5% | Added |
| Eagle Harbor Asset Management Inc | 1,415 | $231.5K | 0.31% | +1,415 | New |
| Warther Private Wealth, LLC | 1,389 | $234.0K | 0.17% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,431 | $234.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,432 | $234.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 1,430 | $234.0K | 0.14% | +1,430 | New |
| Enterprise Financial Services Corp | 1,438 | $235.0K | 0.04% | −2,511−63.6% | Reduced |
| Mayfair Advisory Group, LLC | 1,367 | $235.0K | 0.31% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $236.0K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,443 | $236.0K | 0.01% | +1,443 | New |
| Kolinsky Wealth Management, LLC | 1,445 | $236.0K | 0.22% | +1,445 | New |
| Autus Asset Management, LLC | 1,450 | $237.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,448 | $237.0K | 0.10% | +201+16.1% | Added |
| Warren Averett Asset Management, LLC | 1,243 | $238.0K | 0.02% | −299−19.4% | Reduced |
| Peterson Wealth Services | 1,460 | $239.0K | 0.16% | +1,460 | New |
| G&S Capital LLC | 1,465 | $240.0K | 0.12% | +44+3.1% | Added |
| Mason & Associates Inc | 1,475 | $241.0K | 0.07% | +1,475 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,480 | $242.0K | 0.01% | −198−11.8% | Reduced |