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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 9,103 | $1.49M | 0.43% | +274+3.1% | Added |
| Spire Wealth Management | 9,090 | $1.49M | 0.03% | +4,755+109.7% | Added |
| Carl P. Sherr & Co., LLC | 9,075 | $1.49M | 0.90% | +9,075 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,049 | $1.48M | 0.01% | +210+2.4% | Added |
| Cowen and Company, LLC | 8,966 | $1.47M | 0.14% | +8,966 | New |
| Erste Asset Management GmbH | 8,934 | $1.46M | 0.03% | +1,090+13.9% | Added |
| TAGStone Capital, Inc. | 8,942 | $1.46M | 1.22% | +8,942 | New |
| Polar Asset Management Partners Inc. | 8,908 | $1.46M | 0.02% | +6,056+212.3% | Added |
| Boltwood Capital Management | 8,901 | $1.46M | 0.54% | −50−0.6% | Reduced |
| Ossiam | 8,887 | $1.45M | 0.04% | −64,859−87.9% | Reduced |
| Palisade Asset Management, LLC | 8,883 | $1.45M | 0.16% | +51+0.6% | Added |
| Strategy Asset Managers LLC | 8,832 | $1.45M | 0.38% | +535+6.4% | Added |
| Howard Capital Management Group, LLC | 8,806 | $1.44M | 0.12% | +700+8.6% | Added |
| Argent Advisors, Inc. | 8,784 | $1.44M | 0.77% | −65−0.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,735 | $1.43M | 0.04% | −350−3.9% | Reduced |
| Center for Financial Planning, Inc. | 8,742 | $1.43M | 0.29% | +10+0.1% | Added |
| Barden Capital Management, Inc. | 8,738 | $1.43M | 1.36% | +8,738 | New |
| CAPROCK Group, Inc. | 8,691 | $1.42M | 0.12% | −462−5.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 8,686 | $1.42M | 0.47% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,688 | $1.42M | 0.04% | +945+12.2% | Added |
| Tudor Investment Corp Et Al | 8,643 | $1.41M | 0.03% | −2,415−21.8% | Reduced |
| NTV Asset Management LLC | 8,625 | $1.41M | 0.23% | −100−1.1% | Reduced |
| Redwood Investment Management, LLC | 8,622 | $1.41M | 0.18% | +7,204+508.0% | Added |
| Guardian Capital LP | 8,618 | $1.41M | 0.03% | −2,500−22.5% | Reduced |
| Braun Stacey Associates Inc | 8,600 | $1.41M | 0.05% | +800+10.3% | Added |
| Ameritas Investment Partners, Inc. | 8,549 | $1.40M | 0.05% | −441−4.9% | Reduced |
| Everett Harris & Co | 8,553 | $1.40M | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 8,545 | $1.40M | 0.16% | −93−1.1% | Reduced |
| Abundance Wealth Counselors | 8,538 | $1.40M | 0.36% | +8,538 | New |
| RFG Advisory, LLC | 8,508 | $1.39M | 0.10% | +1,084+14.6% | Added |
| Coastal Bridge Advisors, LLC | 8,504 | $1.39M | 0.29% | +8+0.1% | Added |
| Fulton Bank, N.A. | 8,481 | $1.39M | 0.06% | 00.0% | Unchanged |
| Associated Banc-Corp | 8,402 | $1.38M | 0.05% | +55+0.7% | Added |
| Excalibur Management Corp | 8,378 | $1.37M | 0.55% | +184+2.2% | Added |
| FineMark National Bank & Trust | 8,341 | $1.36M | 0.05% | −277−3.2% | Reduced |
| Vestcor Inc | 8,334 | $1.36M | 0.05% | −1,730−17.2% | Reduced |
| Amarillo National Bank | 8,313 | $1.36M | 0.27% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,301 | $1.36M | 0.06% | −496−5.6% | Reduced |
| Auxier Asset Management | 8,298 | $1.36M | 0.21% | −10−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,291 | $1.36M | 0.44% | +255+3.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $1.34M | 0.07% | −473−5.4% | Reduced |
| Evoke Wealth, LLC | 8,206 | $1.34M | 0.04% | −272−3.2% | Reduced |
| Karpas Strategies, LLC | 8,175 | $1.34M | 0.43% | +225+2.8% | Added |
| C2C Wealth Management, LLC | 8,170 | $1.34M | 0.19% | +8,170 | New |
| Eastern Bank | 8,162 | $1.33M | 0.06% | +5,101+166.6% | Added |
| Triad Investment Management | 8,138 | $1.33M | 1.21% | +8,138 | New |
| KWB Wealth | 8,073 | $1.32M | 0.22% | +11+0.1% | Added |
| Csenge Advisory Group | 7,896 | $1.32M | 0.12% | −7−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,048 | $1.32M | 0.43% | −1,200−13.0% | Reduced |
| Moloney Securities Asset Management, LLC | 8,040 | $1.31M | 0.22% | +71+0.9% | Added |
| Dakota Wealth Management | 8,003 | $1.31M | 0.14% | −132−1.6% | Reduced |
| Personal Cfo Solutions, LLC | 7,945 | $1.30M | 0.24% | +2,837+55.5% | Added |
| Wellington Shields & Co., LLC | 7,940 | $1.30M | 0.26% | +35+0.4% | Added |
| Investors Asset Management of Georgia Inc | 7,900 | $1.29M | 0.62% | +335+4.4% | Added |
| Insight Wealth Strategies, LLC | 7,845 | $1.28M | 0.18% | +1,172+17.6% | Added |
| Smithfield Trust Co | 7,838 | $1.28M | 0.08% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,796 | $1.27M | 0.38% | +100+1.3% | Added |
| Beach Investment Counsel Inc | 7,733 | $1.26M | 0.17% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,538 | $1.26M | 0.11% | +111+1.5% | Added |
| SRB Corp | 7,694 | $1.26M | 0.07% | +7,694 | New |
| Belpointe Asset Management LLC | 7,667 | $1.25M | 0.08% | +414+5.7% | Added |
| Pitcairn Co | 7,639 | $1.25M | 0.08% | −126−1.6% | Reduced |
| Van Cleef Asset Management,Inc | 7,642 | $1.25M | 0.18% | +41+0.5% | Added |
| Trust Co of Toledo NA | 7,603 | $1.24M | 0.19% | +508+7.2% | Added |
| Bigelow Investment Advisors, LLC | 7,566 | $1.24M | 0.56% | +328+4.5% | Added |
| Pariax, LLC | 7,562 | $1.24M | 1.21% | +7,562 | New |
| Joel Isaacson & Co., LLC | 7,557 | $1.24M | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,550 | $1.23M | 0.12% | +7,550 | New |
| Brewin Dolphin Ltd | 7,504 | $1.23M | 0.05% | −2,629−25.9% | Reduced |
| Piscataqua Savings Bank | 7,492 | $1.23M | 0.97% | −10−0.1% | Reduced |
| Mutual Advisors, LLC | 7,493 | $1.23M | 0.07% | +242+3.3% | Added |
| Fort Point Capital Partners LLC | 7,467 | $1.22M | 0.17% | 00.0% | Unchanged |
| Beacon Financial Group | 7,264 | $1.22M | 0.16% | +81+1.1% | Added |
| Horizon Wealth Management, LLC | 7,452 | $1.22M | 0.36% | +7,452 | New |
| ARGI Investment Services, LLC | 7,442 | $1.22M | 0.04% | +194+2.7% | Added |
| Geneos Wealth Management Inc. | 7,420 | $1.21M | 0.05% | −609−7.6% | Reduced |
| Hilltop Holdings Inc. | 7,398 | $1.21M | 0.13% | +581+8.5% | Added |
| Evergreen Capital Management LLC | 7,385 | $1.21M | 0.05% | −16−0.2% | Reduced |
| Investment House LLC | 7,375 | $1.21M | 0.08% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,375 | $1.21M | 0.67% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,346 | $1.20M | 0.13% | +4,312+142.1% | Added |
| Berkshire Bank | 7,328 | $1.20M | 0.27% | +614+9.1% | Added |
| Crestwood Advisors Group LLC | 7,322 | $1.20M | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,286 | $1.19M | 0.08% | −6−0.1% | Reduced |
| Jeereddi Investments, LP | 7,273 | $1.19M | 1.18% | −570−7.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.18M | 0.30% | 00.0% | Unchanged |
| Markston International LLC | 7,193 | $1.18M | 1.19% | −2,605−26.6% | Reduced |
| YHB Investment Advisors, Inc. | 7,182 | $1.18M | 0.09% | −108−1.5% | Reduced |
| Orrstown Financial Services Inc | 6,713 | $1.17M | 1.79% | −235−3.4% | Reduced |
| SOA Wealth Advisors, LLC. | 7,103 | $1.17M | 0.28% | −570−7.4% | Reduced |
| Patten & Patten Inc | 7,119 | $1.17M | 0.08% | −600−7.8% | Reduced |
| Harbour Investments, Inc. | 7,066 | $1.16M | 0.07% | −5,767−44.9% | Reduced |
| Van Strum & Towne Inc. | 7,065 | $1.16M | 0.42% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,034 | $1.15M | 0.01% | −31−0.4% | Reduced |
| Strategic Investment Advisors | 6,995 | $1.14M | 0.22% | +646+10.2% | Added |
| Oldfather Financial Services, LLC | 5,763 | $1.14M | 0.60% | +68+1.2% | Added |
| Coastline Trust Co | 6,978 | $1.14M | 0.13% | +23+0.3% | Added |
| Sequoia Financial Advisors, LLC | 6,970 | $1.14M | 0.03% | +4,170+148.9% | Added |
| We Are One Seven, LLC | 6,959 | $1.14M | 0.12% | +1,064+18.0% | Added |
| Duff & Phelps Investment Management Co | 6,955 | $1.14M | 0.01% | +30+0.4% | Added |