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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 1,486 | $243.0K | 0.02% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,485 | $243.0K | 0.03% | +2+0.1% | Added |
| Intrust Bank NA | 1,492 | $244.0K | 0.03% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,490 | $244.0K | 0.02% | +1,490 | New |
| Norris Financial Group, LLC | 1,493 | $244.3K | 0.15% | +1,493 | New |
| Bellevue Group AG | 1,500 | $245.0K | 0.00% | −1,100−42.3% | Reduced |
| Professional Advisory Services Inc | 1,500 | $245.0K | 0.03% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $245.0K | 0.11% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,500 | $245.0K | 0.05% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,500 | $245.0K | 0.11% | +1,500 | New |
| Trust Co of Virginia | 1,508 | $246.0K | 0.02% | −32−2.1% | Reduced |
| Comerica Securities,inc. | 1,508 | $247.0K | 0.02% | +21+1.4% | Added |
| Main Street Financial Solutions, LLC | 1,512 | $247.0K | 0.03% | +1,512 | New |
| Lafayette Investments, Inc. | 1,524 | $249.0K | 0.06% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,525 | $249.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 1,523 | $249.0K | 0.07% | +1,316+635.7% | Added |
| Glassman Wealth Services | 1,529 | $250.0K | 0.05% | −279−15.4% | Reduced |
| CWA Asset Management Group, LLC | 1,526 | $250.0K | 0.02% | −28−1.8% | Reduced |
| Wimmer Associates 1, LLC | 1,530 | $250.0K | 0.13% | −10−0.6% | Reduced |
| Solitude Financial Services | 1,531 | $250.0K | 0.17% | −1−0.1% | Reduced |
| Armstrong Shaw Associates Inc | 1,534 | $251.0K | 0.20% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 1,539 | $252.0K | 0.10% | +1,539 | New |
| All Season Financial Advisors, Inc. | 1,545 | $253.0K | 0.18% | −2,144−58.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,550 | $253.0K | 0.12% | +1,550 | New |
| StoneX Group Inc. | 1,558 | $254.8K | 0.03% | +1,558 | New |
| Kistler-Tiffany Companies, LLC | 1,565 | $256.0K | 0.05% | +65+4.3% | Added |
| Schubert & Co | 1,562 | $256.0K | 0.26% | +1,562 | New |
| Northwest Bancshares, Inc. | 1,569 | $257.0K | 0.05% | −20−1.3% | Reduced |
| Financial Architects, Inc | 1,576 | $258.0K | 0.03% | −48−3.0% | Reduced |
| Hall Laurie J Trustee | 1,579 | $258.0K | 0.09% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $258.0K | 0.10% | 00.0% | Unchanged |
| United Bank | 1,575 | $258.0K | 0.03% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,574 | $258.0K | 0.16% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 1,586 | $259.0K | 0.11% | −545−25.6% | Reduced |
| Convergence Investment Partners, LLC | 1,593 | $261.0K | 0.13% | −65−3.9% | Reduced |
| Baker Boyer National Bank | 1,593 | $261.0K | 0.12% | +1,593 | New |
| Corrigan Financial, Inc. | 1,600 | $261.8K | 0.08% | +1+0.1% | Added |
| Probity Advisors, Inc. | 1,603 | $262.0K | 0.05% | −197−10.9% | Reduced |
| Capital Asset Advisory Services LLC | 1,599 | $262.0K | 0.03% | −143−8.2% | Reduced |
| Optimum Investment Advisors | 1,600 | $262.0K | 0.10% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $262.0K | 0.07% | 00.0% | Unchanged |
| Truehand, Inc | 1,600 | $262.0K | 0.15% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $262.0K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 1,600 | $262.0K | 0.01% | +1,600 | New |
| Bouchey Financial Group Ltd | 1,608 | $263.0K | 0.04% | +1,608 | New |
| SFMG, LLC | 1,611 | $264.0K | 0.03% | +3+0.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,612 | $264.0K | 0.08% | +195+13.8% | Added |
| Wealthcare Advisory Partners LLC | 1,618 | $265.0K | 0.02% | −47−2.8% | Reduced |
| Smith, Moore & Co. | 1,617 | $265.0K | 0.04% | +105+6.9% | Added |
| Independent Solutions Wealth Management, LLC | 1,620 | $265.0K | 0.06% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,623 | $266.0K | 0.02% | −762−31.9% | Reduced |
| Doman Group, LLC | 1,628 | $266.0K | 0.23% | +1,628 | New |
| Citizens National Bank Trust Department | 1,635 | $267.0K | 0.10% | −415−20.2% | Reduced |
| Arkadios Wealth Advisors | 1,629 | $267.0K | 0.04% | −282−14.8% | Reduced |
| Blue Fin Capital, Inc. | 1,637 | $267.0K | 0.07% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,630 | $267.0K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,636 | $267.0K | 0.04% | +5+0.3% | Added |
| Summit Global Investments | 1,634 | $267.0K | 0.02% | +34+2.1% | Added |
| Quent Capital, LLC | 1,640 | $268.0K | 0.06% | +1,640 | New |
| Steigerwald, Gordon & Koch Inc. | 1,642 | $269.0K | 0.04% | −3−0.2% | Reduced |
| Heritage Investment Group, Inc. | 1,642 | $269.0K | 0.21% | +1,642 | New |
| Skba Capital Management LLC | 1,650 | $270.0K | 0.05% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,657 | $271.0K | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,654 | $271.0K | 0.20% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,656 | $271.0K | 0.13% | +50+3.1% | Added |
| 180 Wealth Advisors, LLC | 1,711 | $272.0K | 0.06% | −10−0.6% | Reduced |
| Bahl & Gaynor Inc | 1,663 | $272.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,663 | $272.0K | 0.09% | 00.0% | Unchanged |
| LCNB Corp | 1,662 | $272.0K | 0.12% | +85+5.4% | Added |
| Port Capital LLC | 1,663 | $272.0K | 0.02% | +368+28.4% | Added |
| PDS Planning, Inc | 1,666 | $273.0K | 0.05% | −29−1.7% | Reduced |
| Laird Norton Trust Company, LLC | 1,672 | $273.0K | 0.03% | 00.0% | Unchanged |
| CPWM, LLC | 1,630 | $273.0K | 0.02% | 00.0% | Unchanged |
| Michael B. Yongue | 1,675 | $274.0K | 0.18% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,676 | $274.0K | 0.02% | +384+29.7% | Added |
| Abacus Planning Group, Inc. | 1,682 | $275.0K | 0.07% | +199+13.4% | Added |
| Oxbow Advisors, LLC | 1,678 | $275.0K | 0.03% | +283+20.3% | Added |
| Sittner & Nelson, LLC | 1,688 | $276.0K | 0.16% | +2+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 1,700 | $278.0K | 0.08% | +200+13.3% | Added |
| Fagan Associates, Inc. | 1,700 | $278.0K | 0.05% | +240+16.4% | Added |
| JLB & Associates Inc | 1,704 | $278.0K | 0.04% | +1,704 | New |
| Foster & Motley Inc | 1,708 | $279.0K | 0.02% | +60+3.6% | Added |
| Nova R Wealth, Inc. | 1,708 | $279.0K | 0.23% | +1,708 | New |
| Adirondack Trust Co | 1,710 | $280.0K | 0.13% | −20−1.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $282.0K | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,722 | $282.0K | 0.04% | +140+8.8% | Added |
| Traphagen Investment Advisors LLC | 1,728 | $282.7K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 1,728 | $283.0K | 0.09% | +15+0.9% | Added |
| Accel Wealth Management | 1,731 | $283.0K | 0.14% | +601+53.2% | Added |
| Magellan Asset Management Ltd | 1,751 | $286.0K | 0.00% | −286−14.0% | Reduced |
| Merit Financial Group, LLC | 1,746 | $286.0K | 0.03% | −231−11.7% | Reduced |
| Kelman-Lazarov, Inc. | 1,750 | $286.0K | 0.09% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $286.0K | 0.21% | +1,750 | New |
| West Family Investments, Inc. | 1,753 | $287.0K | 0.08% | −427−19.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,763 | $288.0K | 0.07% | −207−10.5% | Reduced |
| Wealthquest Corp | 1,764 | $288.0K | 0.04% | −43−2.4% | Reduced |
| Zevenbergen Capital Investments LLC | 1,760 | $288.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,760 | $288.0K | 0.08% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,773 | $290.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,771 | $290.0K | 0.07% | 00.0% | Unchanged |