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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 1,775 | $290.0K | 0.04% | +10+0.6% | Added |
| Lineweaver Wealth Advisors, LLC | 1,778 | $291.0K | 0.08% | −136−7.1% | Reduced |
| Stratos Wealth Advisors, LLC | 1,788 | $293.0K | 0.02% | +99+5.9% | Added |
| Sunbelt Securities, Inc. | 1,512 | $293.0K | 0.05% | +1,512 | New |
| Perennial Investment Advisors, LLC | 1,793 | $294.0K | 0.09% | −99−5.2% | Reduced |
| City Holding Co | 1,510 | $294.0K | 0.05% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,805 | $295.0K | 0.08% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,804 | $295.0K | 0.43% | +1,804 | New |
| Highland Private Wealth Management | 1,810 | $296.0K | 0.04% | +47+2.7% | Added |
| Snowden Capital Advisors LLC | 1,821 | $297.0K | 0.02% | −519−22.2% | Reduced |
| KCS Wealth Advisory | 1,817 | $297.0K | 0.12% | −10−0.5% | Reduced |
| Trellis Advisors, LLC | 1,817 | $297.0K | 0.14% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,814 | $297.0K | 0.12% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,821 | $298.0K | 0.00% | +1,821 | New |
| BTC Capital Management, Inc. | 1,829 | $299.0K | 0.03% | +400+28.0% | Added |
| Stockman Wealth Management, Inc. | 1,835 | $300.0K | 0.06% | −30−1.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,833 | $300.0K | 0.02% | −26−1.4% | Reduced |
| Wolff Wiese Magana LLC | 1,832 | $300.0K | 0.19% | +12+0.7% | Added |
| Nottingham Advisors, Inc. | 1,842 | $301.0K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,855 | $303.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,857 | $304.0K | 0.08% | −1,500−44.7% | Reduced |
| Thoroughbred Financial Services, LLC | 1,863 | $304.0K | 0.06% | +325+21.1% | Added |
| Sax Wealth Advisors, LLC | 1,861 | $304.0K | 0.06% | +1,861 | New |
| Washington Capital Management Inc | 1,862 | $304.6K | 0.25% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,866 | $305.0K | 0.07% | −26−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,869 | $305.8K | 0.03% | +1,869 | New |
| Financial Advocates Investment Management | 1,871 | $306.0K | 0.02% | −166−8.1% | Reduced |
| Resolute Financial, LLC | 1,868 | $306.0K | 0.23% | +1,868 | New |
| Brown, Lisle/Cummings, Inc. | 1,875 | $306.8K | 0.15% | +1,875 | New |
| Verity & Verity, LLC | 1,874 | $307.0K | 0.04% | +250+15.4% | Added |
| Childress Capital Advisors, LLC | 1,880 | $308.0K | 0.13% | −804−30.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,891 | $309.0K | 0.01% | +1,891 | New |
| Windsor Capital Management, LLC | 1,899 | $310.0K | 0.09% | +1+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 1,896 | $310.0K | 0.15% | +150+8.6% | Added |
| Hantz Financial Services, Inc. | 1,919 | $314.0K | 0.01% | −466−19.5% | Reduced |
| Washington Trust Bank | 1,927 | $315.0K | 0.03% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,929 | $316.0K | 0.04% | −5,101−72.6% | Reduced |
| BNC Wealth Management, LLC | 1,931 | $316.0K | 0.15% | −4,929−71.9% | Reduced |
| Independent Family Office, LLC | 1,932 | $316.0K | 0.12% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 1,931 | $316.0K | 0.03% | +1,931 | New |
| Dearborn Partners LLC | 1,935 | $317.0K | 0.01% | 00.0% | Unchanged |
| Ferris Capital, LLC | 1,945 | $318.0K | 0.07% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,941 | $318.0K | 0.00% | −132−6.4% | Reduced |
| Titus Wealth Management | 1,945 | $318.0K | 0.14% | +7+0.4% | Added |
| Reilly Financial Advisors, LLC | 1,943 | $318.0K | 0.02% | +108+5.9% | Added |
| Davidson Trust Co | 1,948 | $319.0K | 0.22% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,957 | $320.0K | 0.10% | +88+4.7% | Added |
| Davis R M Inc | 1,962 | $321.0K | 0.01% | −44−2.2% | Reduced |
| Allred Capital Management, LLC | 1,967 | $321.0K | 0.16% | −8−0.4% | Reduced |
| Cahill Financial Advisors Inc | 1,976 | $323.0K | 0.06% | +1+0.1% | Added |
| First National Bank | 1,972 | $323.0K | 0.28% | +109+5.9% | Added |
| Archford Capital Strategies, LLC | 1,978 | $324.0K | 0.07% | +99+5.3% | Added |
| GW Henssler & Associates Ltd | 1,979 | $324.0K | 0.02% | +1,979 | New |
| Integrated Advisors Network LLC | 1,989 | $325.0K | 0.02% | +153+8.3% | Added |
| Strategic Blueprint, LLC | 1,988 | $325.0K | 0.04% | +315+18.8% | Added |
| Bluefin Capital Management, LLC | 2,000 | $327.0K | 0.03% | −300−13.0% | Reduced |
| Physicians Financial Services, Inc. | 2,000 | $327.0K | 0.12% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $327.0K | 0.06% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $327.0K | 0.26% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 2,000 | $327.0K | 0.12% | +150+8.1% | Added |
| Alpha Cubed Investments, LLC | 2,016 | $330.0K | 0.02% | −170−7.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,015 | $330.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,018 | $330.0K | 0.05% | +5+0.2% | Added |
| Private Capital Management LLC | 2,016 | $330.0K | 0.11% | +103+5.4% | Added |
| Great Valley Advisor Group, Inc. | 2,019 | $331.0K | 0.02% | −30−1.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,022 | $331.0K | 0.16% | 00.0% | Unchanged |
| Triumph Capital Management | 2,036 | $333.0K | 0.14% | +2,036 | New |
| Wedmont Private Capital | 1,922 | $333.0K | 0.10% | +1,922 | New |
| Oliver Luxxe Assets LLC | 2,041 | $334.0K | 0.08% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 2,044 | $334.0K | 0.27% | +2,044 | New |
| Greylin Investment Mangement Inc | 2,050 | $335.0K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $335.0K | 0.05% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,052 | $336.0K | 0.22% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 2,051 | $336.0K | 0.04% | +3+0.1% | Added |
| Krilogy Financial LLC | 2,052 | $336.0K | 0.03% | +2,052 | New |
| First Command Financial Services, Inc. | 2,061 | $337.0K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,057 | $337.0K | 0.04% | +4+0.2% | Added |
| Advisor OS, LLC | 2,075 | $339.0K | 0.07% | −201−8.8% | Reduced |
| ASB Consultores, LLC | 2,075 | $339.0K | 0.17% | +2,075 | New |
| Bridgefront Capital, LLC | 2,079 | $340.0K | 0.33% | +2,079 | New |
| Quest Capital Management Inc | 2,090 | $342.0K | 0.06% | −386−15.6% | Reduced |
| Virtue Capital Management, LLC | 2,098 | $343.0K | 0.05% | −87−4.0% | Reduced |
| Delta Investment Management, LLC | 2,095 | $343.0K | 0.10% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,105 | $344.0K | 0.14% | −158−7.0% | Reduced |
| Parsons Capital Management Inc | 2,105 | $344.0K | 0.02% | −124−5.6% | Reduced |
| Cape Ann Savings Bank | 2,100 | $344.0K | 0.21% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,111 | $345.0K | 0.06% | −142−6.3% | Reduced |
| Essex Savings Bank | 2,107 | $345.0K | 0.12% | −46−2.1% | Reduced |
| Toth Financial Advisory Corp | 2,109 | $345.0K | 0.05% | +10.0% | Added |
| Yorktown Management & Research Co Inc | 2,110 | $345.0K | 0.23% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,106 | $345.0K | 0.21% | 00.0% | Unchanged |
| First Command Bank | 2,061 | $345.0K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,130 | $348.5K | 0.19% | +2,130 | New |
| Yarbrough Capital, LLC | 2,132 | $349.0K | 0.02% | +2,132 | New |
| 55I, LLC | 2,144 | $350.0K | 0.01% | −849−28.4% | Reduced |
| Parsec Financial Management, Inc. | 2,137 | $350.0K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,142 | $350.0K | 0.03% | +263+14.0% | Added |
| StrategIQ Financial Group, LLC | 2,140 | $350.0K | 0.04% | +2,140 | New |
| Whitener Capital Management, Inc. | 2,150 | $351.0K | 0.13% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,151 | $352.0K | 0.30% | +2,151 | New |