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 |
|---|---|---|---|---|---|
| Keystone Financial Services | 2,609 | $427.0K | 0.22% | +2,609 | New |
| Weaver Consulting Group | 2,616 | $428.0K | 0.21% | −189−6.7% | Reduced |
| Ballast Advisors LLC | 2,621 | $429.0K | 0.16% | 00.0% | Unchanged |
| Charter Trust Co | 2,629 | $430.0K | 0.04% | +255+10.7% | Added |
| Vigilant Capital Management, LLC | 2,627 | $430.0K | 0.03% | +1,000+61.5% | Added |
| DT Investment Partners, LLC | 2,632 | $431.0K | 0.06% | −1,075−29.0% | Reduced |
| Roosevelt Investment Group LLC | 2,633 | $431.0K | 0.02% | −240−8.4% | Reduced |
| Mayflower Financial Advisors, LLC | 2,647 | $433.0K | 0.06% | +170+6.9% | Added |
| Cutler Group LP | 2,654 | $434.0K | 0.03% | −13,706−83.8% | Reduced |
| Cumberland Partners Ltd | 2,650 | $434.0K | 0.03% | −1,000−27.4% | Reduced |
| Putnam Investments LLC | 2,653 | $434.0K | 0.00% | −99−3.6% | Reduced |
| Thomasville National Bank | 2,661 | $435.0K | 0.04% | −23−0.9% | Reduced |
| Penserra Capital Management LLC | 2,663 | $435.0K | 0.01% | +468+21.3% | Added |
| Prelude Capital Management, LLC | 2,661 | $435.0K | 0.02% | +2,661 | New |
| Ausdal Financial Partners, Inc. | 2,669 | $437.0K | 0.06% | +768+40.4% | Added |
| Cypress Capital Group | 2,679 | $438.0K | 0.05% | +10+0.4% | Added |
| Semmax Financial Advisors Inc. | 2,688 | $440.0K | 0.16% | −662−19.8% | Reduced |
| Sierra Capital LLC | 2,688 | $440.0K | 0.07% | +1,695+170.7% | Added |
| North Star Investment Management Corp. | 2,704 | $442.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,700 | $442.0K | 0.26% | +200+8.0% | Added |
| Jump Financial, LLC | 2,708 | $443.0K | 0.03% | +2,708 | New |
| Claris Advisors, LLC | 2,707 | $443.0K | 0.47% | +2,707 | New |
| Wealth Advisors, Inc. | 2,725 | $446.0K | 0.15% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 2,727 | $446.0K | 0.37% | +2,727 | New |
| Regatta Capital Group, LLC | 2,724 | $446.0K | 0.16% | +2,724 | New |
| Cadent Capital Advisors, LLC | 2,737 | $448.0K | 0.20% | −249−8.3% | Reduced |
| Garrison Asset Management, LLC | 2,736 | $448.0K | 0.24% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,742 | $449.0K | 0.05% | −75−2.7% | Reduced |
| McLean Asset Management Corp | 2,573 | $449.0K | 0.17% | −32−1.2% | Reduced |
| Knightsbridge Asset Management, LLC | 2,748 | $450.0K | 0.15% | −316−10.3% | Reduced |
| Kozak & Associates, Inc. | 2,651 | $450.0K | 0.29% | +5+0.2% | Added |
| Triangle Securities Wealth Management | 2,771 | $453.0K | 0.14% | +95+3.6% | Added |
| CapWealth Advisors, LLC | 2,771 | $453.0K | 0.05% | +1,394+101.2% | Added |
| Matrix Asset Advisors Inc | 2,778 | $454.0K | 0.06% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,800 | $458.0K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,800 | $458.0K | 0.05% | +609+27.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,803 | $459.0K | 0.10% | +18+0.6% | Added |
| Wittenberg Investment Management, Inc. | 2,810 | $460.0K | 0.17% | −400−12.5% | Reduced |
| Bank Hapoalim BM | 2,811 | $460.0K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,810 | $460.0K | 0.02% | +120+4.5% | Added |
| Bath Savings Trust Co | 2,830 | $463.0K | 0.05% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,842 | $465.0K | 0.11% | +318+12.6% | Added |
| McIlrath & Eck, LLC | 2,847 | $466.0K | 0.13% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,905 | $467.0K | 0.20% | +2,905 | New |
| Pioneer Trust Bank N A | 2,860 | $468.0K | 0.12% | −35−1.2% | Reduced |
| Plancorp, LLC | 2,860 | $468.0K | 0.03% | −14−0.5% | Reduced |
| MayTech Global Investments, LLC | 2,866 | $469.0K | 0.09% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,871 | $469.7K | 0.03% | +2,871 | New |
| Carnegie Capital Asset Management, LLC | 2,879 | $471.0K | 0.02% | +1,057+58.0% | Added |
| Deseret Mutual Benefit Administrators | 2,887 | $472.0K | 0.08% | −163−5.3% | Reduced |
| Summit Financial Group Inc | 2,895 | $473.0K | 0.15% | +250+9.5% | Added |
| Signature Wealth Management Partners, LLC | 2,896 | $474.0K | 0.40% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,908 | $476.0K | 0.06% | +2,908 | New |
| 626 Financial, LLC | 2,916 | $477.0K | 0.29% | +2,916 | New |
| Cornerstone Wealth Management, LLC | 2,917 | $479.0K | 0.05% | +257+9.7% | Added |
| Twin Lakes Capital Management, LLC | 2,938 | $481.0K | 0.26% | +3+0.1% | Added |
| International Assets Investment Management, LLC | 2,941 | $481.0K | 0.08% | +312+11.9% | Added |
| ERn Financial, LLC | 2,954 | $483.0K | 0.11% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,982 | $486.0K | 0.01% | +578+24.0% | Added |
| Herold Advisors, Inc. | 3,000 | $490.0K | 0.19% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,993 | $490.0K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $490.8K | 0.25% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $491.0K | 0.01% | −2,690−47.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $491.0K | 0.18% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,000 | $491.0K | 0.07% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 3,000 | $491.0K | 0.17% | +3,000 | New |
| Scissortail Wealth Management, LLC | 3,000 | $491.0K | 0.19% | +3,000 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,993 | $493.0K | 0.04% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,017 | $494.0K | 0.27% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,033 | $496.0K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Management | 3,049 | $499.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,049 | $499.0K | 0.09% | +3+0.1% | Added |
| Acima Private Wealth, LLC | 3,057 | $500.0K | 0.22% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,060 | $501.0K | 0.04% | −585−16.0% | Reduced |
| Altfest L J & Co Inc | 3,081 | $504.0K | 0.10% | −544−15.0% | Reduced |
| WMS Partners, LLC | 3,082 | $504.0K | 0.11% | −148−4.6% | Reduced |
| Tortoise Index Solutions, LLC | 3,104 | $508.0K | 0.11% | −807−20.6% | Reduced |
| Cambridge Advisors Inc. | 3,110 | $509.0K | 0.11% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,042 | $511.0K | 0.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,124 | $511.0K | 0.07% | +10.0% | Added |
| Teza Capital Management LLC | 3,123 | $511.0K | 0.14% | +3,123 | New |
| BSW Wealth Partners | 3,134 | $513.0K | 0.13% | −123−3.8% | Reduced |
| Blueprint Investment Partners LLC | 3,163 | $517.5K | 0.13% | −946−23.0% | Reduced |
| Princeton Global Asset Management LLC | 3,167 | $518.0K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,172 | $519.0K | 0.03% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 3,173 | $519.0K | 0.03% | +3,173 | New |
| Eagle Ridge Investment Management | 3,199 | $523.0K | 0.05% | 00.0% | Unchanged |
| Factorial Partners, LLC | 3,200 | $524.0K | 0.35% | −400−11.1% | Reduced |
| Brown Advisory Securities, LLC | 3,233 | $528.0K | 0.22% | −755−18.9% | Reduced |
| Clean Yield Group | 3,232 | $529.0K | 0.18% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,241 | $530.0K | 0.24% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 3,238 | $530.0K | 0.55% | +3,238 | New |
| AIA Group Ltd | 3,248 | $531.0K | 0.03% | +585+22.0% | Added |
| Abbrea Capital, LLC | 3,254 | $532.0K | 0.07% | +355+12.2% | Added |
| Quadrant Private Wealth Management, LLC | 3,265 | $534.0K | 0.20% | +431+15.2% | Added |
| Quantamental Technologies LLC | 3,262 | $534.0K | 0.27% | +1,787+121.2% | Added |
| IHT Wealth Management, LLC | 3,271 | $535.0K | 0.04% | +22+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,272 | $535.0K | 0.09% | +365+12.6% | Added |
| Central Bank & Trust Co | 3,285 | $537.0K | 0.08% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,280 | $537.0K | 0.16% | 00.0% | Unchanged |