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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 4,264 | $698.0K | 0.04% | −485−10.2% | Reduced |
| Byrne Asset Management LLC | 4,271 | $699.0K | 0.45% | +4,271 | New |
| First City Capital Management, Inc. | 3,766 | $700.0K | 0.39% | −200−5.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,291 | $702.0K | 0.06% | +24+0.6% | Added |
| Engine No. 1 LLC | 4,294 | $702.0K | 0.15% | +832+24.0% | Added |
| JB Capital LLC | 4,303 | $704.1K | 0.07% | +1,015+30.9% | Added |
| Confluence Wealth Services, Inc. | 4,313 | $705.0K | 0.23% | +4,313 | New |
| Transform Wealth, LLC | 4,316 | $706.0K | 0.07% | −557−11.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,322 | $707.0K | 0.16% | −200−4.4% | Reduced |
| Annex Advisory Services, LLC | 4,323 | $707.0K | 0.05% | +2,886+200.8% | Added |
| Estabrook Capital Management | 4,324 | $707.4K | 0.10% | +69+1.6% | Added |
| CenterStar Asset Management, LLC | – | $708.0K | 0.54% | – | New |
| Buckley Wealth Management, LLC | 4,348 | $711.0K | 0.21% | −3,784−46.5% | Reduced |
| Atlas Brown,Inc. | 4,352 | $712.0K | 0.28% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 4,354 | $712.0K | 0.07% | +4,354 | New |
| GFG Capital, LLC | 4,367 | $714.0K | 0.21% | −39−0.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,364 | $714.0K | 0.42% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,371 | $715.0K | 0.03% | −786−15.2% | Reduced |
| Assetmark, Inc | 4,372 | $715.0K | 0.00% | +3,203+274.0% | Added |
| IFG Advisors, LLC | 4,378 | $716.0K | 0.30% | +10+0.2% | Added |
| Two Sigma Securities, LLC | 4,390 | $718.0K | 0.14% | +1,133+34.8% | Added |
| Compagnie Lombard Odier SCmA | 4,390 | $719.0K | 0.01% | +3,233+279.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,404 | $721.0K | 0.14% | +96+2.2% | Added |
| Allegheny Financial Group LTD | 4,412 | $722.0K | 0.29% | +10.0% | Added |
| Alhambra Investment Partners LLC | 4,418 | $723.0K | 0.51% | −410−8.5% | Reduced |
| Saxon Interests, Inc. | 4,130 | $724.0K | 0.41% | +4,130 | New |
| Crescent Capital Consulting, LLC | 4,450 | $728.0K | 0.12% | +975+28.1% | Added |
| KB Financial Partners, LLC | 4,465 | $730.0K | 0.21% | −406−8.3% | Reduced |
| Spinnaker Trust | 4,462 | $730.0K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,466 | $730.0K | 0.17% | +1,168+35.4% | Added |
| Leavell Investment Management, Inc. | 4,468 | $731.0K | 0.05% | −134−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4,470 | $731.0K | 0.11% | −60−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,480 | $733.0K | 0.03% | +385+9.4% | Added |
| Evermay Wealth Management LLC | 4,491 | $735.0K | 0.13% | 00.0% | Unchanged |
| Icapital Wealth LLC | 4,500 | $736.0K | 0.28% | +4,500 | New |
| Occudo Quantitative Strategies LP | 4,509 | $738.0K | 0.07% | +4,509 | New |
| Cypress Wealth Services, LLC | 4,516 | $739.0K | 0.20% | +71+1.6% | Added |
| Ritholtz Wealth Management | 4,556 | $745.0K | 0.05% | +198+4.5% | Added |
| Pekin Hardy Strauss, Inc. | 4,558 | $746.0K | 0.10% | +185+4.2% | Added |
| First Farmers & Merchants Bank / Trust | 4,564 | $747.0K | 0.74% | +4,564 | New |
| XTX Topco Ltd | 4,572 | $748.0K | 0.42% | −7,010−60.5% | Reduced |
| Baker Avenue Asset Management, LP | 4,579 | $749.0K | 0.04% | −206−4.3% | Reduced |
| Sargent Investment Group, LLC | 4,584 | $750.0K | 0.17% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,600 | $753.0K | 0.28% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,608 | $754.0K | 0.03% | −350−7.1% | Reduced |
| Schulhoff & Co Inc | 4,625 | $756.0K | 0.31% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,633 | $758.0K | 0.08% | −10,029−68.4% | Reduced |
| Profit Investment Management, LLC | 4,646 | $760.0K | 0.48% | +1,270+37.6% | Added |
| WBH Advisory Inc | 4,659 | $762.0K | 0.09% | +10.0% | Added |
| Aspiriant, LLC | 4,671 | $764.0K | 0.04% | +59+1.3% | Added |
| KRS Capital Management, LLC | 4,670 | $764.0K | 0.66% | +4,670 | New |
| Koshinski Asset Management, Inc. | 4,671 | $764.1K | 0.06% | −255−5.2% | Reduced |
| Independent Financial Group, LLC | 4,686 | $766.6K | 0.06% | +1,131+31.8% | Added |
| Reynders McVeigh Capital Management, LLC | 4,706 | $770.0K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 4,716 | $772.0K | 0.01% | −60−1.3% | Reduced |
| Tufton Capital Management | 4,735 | $774.0K | 0.12% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,732 | $774.0K | 0.04% | +20.0% | Added |
| First National Bank of Hutchinson | 4,730 | $774.0K | 0.44% | +144+3.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,736 | $775.0K | 0.29% | +4,736 | New |
| Paragon Private Wealth Management, LLC | 4,746 | $776.0K | 0.69% | +4,746 | New |
| AdvisorNet Financial, Inc | 4,768 | $780.0K | 0.05% | +39+0.8% | Added |
| OPSEU Pension Plan Trust Fund | 4,531 | $781.0K | 0.18% | +2,123+88.2% | Added |
| XR Securities LLC | 4,780 | $782.0K | 0.09% | +4,780 | New |
| RMB Capital Management, LLC | 4,789 | $783.0K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,801 | $785.0K | 0.22% | −142−2.9% | Reduced |
| Basepoint Wealth LLC | 4,803 | $785.8K | 0.77% | +4,803 | New |
| Principle Wealth Partners LLC | 4,819 | $789.0K | 0.08% | −600−11.1% | Reduced |
| Jefferies Group LLC | 4,828 | $789.9K | 0.01% | −13,109−73.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,831 | $790.0K | 0.18% | −369−7.1% | Reduced |
| GYL Financial Synergies, LLC | 4,847 | $793.0K | 0.21% | +1,145+30.9% | Added |
| Pflug Koory, LLC | 4,853 | $794.0K | 0.40% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,854 | $794.0K | 0.02% | +263+5.7% | Added |
| Parkside Financial Bank & Trust | 4,948 | $809.0K | 0.20% | +216+4.6% | Added |
| Guyasuta Investment Advisors Inc | 4,955 | $811.0K | 0.05% | +3,250+190.6% | Added |
| Linscomb & Williams, Inc. | 4,982 | $815.0K | 0.04% | +262+5.6% | Added |
| Strategic Advisors LLC | 4,993 | $816.0K | 0.12% | −92−1.8% | Reduced |
| Papp L Roy & Associates | 4,995 | $817.0K | 0.09% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,000 | $818.0K | 0.32% | +5,000 | New |
| Northcape Wealth Management, LLC | 5,000 | $818.0K | 0.28% | +5,000 | New |
| Garde Capital, Inc. | 5,013 | $820.0K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,012 | $820.0K | 0.26% | +77+1.6% | Added |
| Red Cedar Capital, LLC | 5,016 | $821.0K | 0.47% | 00.0% | Unchanged |
| Sun Life Financial INC | 5,024 | $821.0K | 0.03% | +273+5.7% | Added |
| Echo Street Capital Management LLC | 5,044 | $825.0K | 0.01% | +5,044 | New |
| Seeyond | 5,052 | $826.0K | 0.08% | −60−1.2% | Reduced |
| Levin Capital Strategies, L.P. | 5,064 | $828.0K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,061 | $828.0K | 0.04% | +428+9.2% | Added |
| Ervin Investment Management, LLC | 5,065 | $829.0K | 0.66% | +5,065 | New |
| Leisure Capital Management | 5,075 | $830.0K | 0.38% | −31−0.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,097 | $834.0K | 0.18% | −4,501−46.9% | Reduced |
| S.A. Mason LLC | 5,098 | $834.0K | 0.50% | +10.0% | Added |
| IFP Advisors, Inc | 5,114 | $835.0K | 0.02% | +168+3.4% | Added |
| Wealthsource Partners, LLC | 5,107 | $836.0K | 0.07% | −349−6.4% | Reduced |
| CWM, LLC | 5,132 | $840.0K | 0.01% | +5,132 | New |
| Domani Wealth, LLC | 5,144 | $842.0K | 0.16% | +279+5.7% | Added |
| Mather Group, LLC. | 5,221 | $854.0K | 0.02% | +2,690+106.3% | Added |
| Global Retirement Partners, LLC | 5,301 | $867.0K | 0.67% | +155+3.0% | Added |
| Lewis Capital Management, LLC | 5,300 | $867.0K | 0.91% | +5,300 | New |
| Sage Rhino Capital LLC | 5,332 | $872.0K | 0.24% | −682−11.3% | Reduced |
| Forum Financial Management, LP | 5,350 | $875.0K | 0.05% | +5,350 | New |