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 |
|---|---|---|---|---|---|
| Intersect Capital LLC | 3,286 | $538.0K | 0.10% | −1,055−24.3% | Reduced |
| SignalPoint Asset Management, LLC | 3,295 | $539.0K | 0.16% | −139−4.0% | Reduced |
| BTR Capital Management Inc | 3,292 | $539.0K | 0.06% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,293 | $539.0K | 0.06% | +217+7.1% | Added |
| Antonetti Capital Management LLC | 3,300 | $540.0K | 0.42% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 3,323 | $544.0K | 0.10% | −6,608−66.5% | Reduced |
| Stonebridge Capital Management Inc | 3,340 | $546.0K | 0.19% | −500−13.0% | Reduced |
| Aspen Investment Management Inc | 3,338 | $546.0K | 0.27% | −250−7.0% | Reduced |
| Riverbridge Partners LLC | 3,348 | $548.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,351 | $548.0K | 0.17% | +351+11.7% | Added |
| Hall Capital Management Co Inc | 3,361 | $550.0K | 0.31% | −224−6.2% | Reduced |
| FirstPurpose Wealth LLC | 3,360 | $550.0K | 0.35% | +3,360 | New |
| First Foundation Advisors | 3,393 | $555.0K | 0.02% | +74+2.2% | Added |
| Hartford Financial Management Inc. | 3,396 | $556.0K | 0.13% | +34+1.0% | Added |
| Old Mission Investment Co LLC | 3,407 | $557.3K | 0.20% | −19−0.6% | Reduced |
| Ridgewood Investments LLC | 3,409 | $558.0K | 0.35% | −78−2.2% | Reduced |
| Grove Bank & Trust | 3,415 | $559.0K | 0.11% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 3,420 | $560.0K | 0.01% | −250−6.8% | Reduced |
| Tompkins Financial Corp | 3,426 | $560.0K | 0.10% | −17−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 2,917 | $561.0K | 0.04% | +167+6.1% | Added |
| Defined Wealth Management, LLC | 3,444 | $563.0K | 0.46% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,450 | $564.0K | 0.14% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,474 | $568.0K | 0.42% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,488 | $571.0K | 0.23% | +940+36.9% | Added |
| Ipswich Investment Management Co., Inc. | 3,496 | $572.0K | 0.13% | −300−7.9% | Reduced |
| Integrated Investment Consultants, LLC | 3,496 | $572.0K | 0.15% | +859+32.6% | Added |
| Barton Investment Management | 3,500 | $573.0K | 0.05% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 3,500 | $573.0K | 0.01% | +3,500 | New |
| Hoylecohen, LLC | 3,514 | $575.0K | 0.05% | −795−18.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,517 | $575.0K | 0.02% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 3,515 | $575.0K | 0.36% | +3,515 | New |
| Arrow Financial Corp | 3,520 | $576.0K | 0.07% | −100−2.8% | Reduced |
| Sigma Investment Counselors Inc | 3,527 | $577.0K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 3,540 | $579.0K | 0.55% | −4−0.1% | Reduced |
| Acropolis Investment Management, LLC | 3,551 | $581.0K | 0.05% | −170−4.6% | Reduced |
| Prospera Financial Services Inc | 3,545 | $581.0K | 0.03% | +12+0.3% | Added |
| Salem Investment Counselors Inc | 3,565 | $583.0K | 0.02% | +171+5.0% | Added |
| Richwood Investment Advisors, LLC | 3,567 | $584.0K | 0.51% | +3,567 | New |
| Balentine LLC | 3,574 | $585.0K | 0.02% | +44+1.2% | Added |
| RB Capital Management, LLC | 3,593 | $588.0K | 0.18% | −96−2.6% | Reduced |
| Philadelphia Trust Co | 3,595 | $588.0K | 0.04% | −50−1.4% | Reduced |
| Cadence Bank NA | 3,601 | $589.0K | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,616 | $592.0K | 0.01% | +145+4.2% | Added |
| B. Riley Wealth Management, Inc. | 3,627 | $593.0K | 0.04% | +254+7.5% | Added |
| VeraBank, N.A. | 3,653 | $597.0K | 0.30% | 00.0% | Unchanged |
| Resource Management, LLC | 3,654 | $598.0K | 0.06% | −10−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 3,677 | $602.0K | 0.07% | −88−2.3% | Reduced |
| TNF LLC | 3,575 | $602.0K | 0.25% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,685 | $603.0K | 0.02% | +139+3.9% | Added |
| PFG Advisors | 3,716 | $608.0K | 0.06% | +256+7.4% | Added |
| Sutton Wealth Advisors Inc. | 3,735 | $611.0K | 0.20% | −5−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 3,754 | $614.0K | 0.13% | −137−3.5% | Reduced |
| CoreFirst Bank & Trust | 3,756 | $614.0K | 0.40% | −10−0.3% | Reduced |
| Meridian Wealth Management, LLC | 3,759 | $615.0K | 0.07% | −137−3.5% | Reduced |
| Graypoint LLC | 3,765 | $616.0K | 0.06% | +2,141+131.8% | Added |
| Trinity Legacy Partners, LLC | 3,787 | $620.0K | 0.21% | 00.0% | Unchanged |
| Twin Capital Management Inc | 3,796 | $621.0K | 0.06% | −320−7.8% | Reduced |
| Benin Management CORP | 3,797 | $621.0K | 0.19% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,580 | $622.0K | 0.29% | +105+3.0% | Added |
| Optas, LLC | 3,814 | $623.0K | 0.18% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,833 | $627.0K | 0.01% | +3,833 | New |
| Chemung Canal Trust Co | 3,843 | $629.0K | 0.11% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,891 | $636.0K | 0.47% | 00.0% | Unchanged |
| Aries Wealth Management | 3,886 | $636.0K | 0.24% | +100+2.6% | Added |
| MTM Investment Management, LLC | 3,891 | $637.0K | 0.30% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 3,895 | $637.0K | 0.16% | +3,895 | New |
| Saybrook Capital | 3,900 | $638.0K | 0.16% | 00.0% | Unchanged |
| Barings LLC | 3,906 | $639.0K | 0.02% | +695+21.6% | Added |
| Farmers & Merchants Investments Inc | 3,919 | $641.0K | 0.02% | +3,418+682.2% | Added |
| NorthRock Partners, LLC | 3,938 | $644.0K | 0.05% | −140−3.4% | Reduced |
| Partners Group Holding AG | 3,934 | $644.0K | 0.03% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,955 | $647.0K | 0.06% | −988−20.0% | Reduced |
| Asset Management Corp | 3,968 | $649.0K | 0.38% | −271−6.4% | Reduced |
| Baldwin Investment Management, LLC | 3,980 | $651.0K | 0.17% | +20+0.5% | Added |
| Exane Derivatives | 3,981 | $651.3K | 0.16% | +6+0.2% | Added |
| Oakworth Capital, Inc. | 4,012 | $657.0K | 0.06% | −120−2.9% | Reduced |
| Culbertson A N & Co Inc | 4,045 | $661.0K | 0.12% | −200−4.7% | Reduced |
| LGL Partners, LLC | 4,045 | $662.0K | 0.08% | +20.0% | Added |
| Sound View Wealth Advisors Group, LLC | 4,048 | $662.0K | 0.13% | +130+3.3% | Added |
| Symphony Financial, Ltd. Co. | 3,949 | $664.0K | 0.19% | +753+23.6% | Added |
| Platform Technology Partners | 4,077 | $667.0K | 0.29% | −105−2.5% | Reduced |
| Centerpoint Advisors, LLC | 4,079 | $667.0K | 0.29% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,119 | $674.0K | 0.51% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,123 | $675.0K | 0.05% | +2,278+123.5% | Added |
| NEXT Financial Group, Inc | 4,127 | $676.0K | 0.04% | −659−13.8% | Reduced |
| Hills Bank & Trust Co | 4,133 | $676.0K | 0.09% | 00.0% | Unchanged |
| Somerville Kurt F | 4,150 | $679.0K | 0.09% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 4,156 | $679.0K | 0.08% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 4,153 | $679.0K | 0.02% | +300+7.8% | Added |
| Weik Capital Management | 4,155 | $680.0K | 0.26% | +120+3.0% | Added |
| Kovack Advisors, Inc. | 4,174 | $683.0K | 0.07% | +350+9.2% | Added |
| Twelve Points Wealth Management LLC | 4,173 | $683.0K | 0.55% | +4,173 | New |
| Doliver Advisors, LP | 3,679 | $684.0K | 0.22% | −224−5.7% | Reduced |
| Clear Street Markets LLC | 4,200 | $687.0K | 0.06% | −8,683−67.4% | Reduced |
| First Affirmative Financial Network | 4,200 | $687.0K | 0.63% | +103+2.5% | Added |
| Lyell Wealth Management, LP | 4,227 | $692.0K | 0.08% | −78−1.8% | Reduced |
| American Trust | 4,228 | $692.0K | 0.05% | +4,228 | New |
| Boston Financial Mangement LLC | 4,238 | $693.0K | 0.03% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,265 | $697.0K | 0.46% | +208+5.1% | Added |
| Laurel Wealth Advisors, Inc. | 4,262 | $697.0K | 0.05% | +999+30.6% | Added |