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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 6,938 | $1.14M | 0.66% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,934 | $1.13M | 0.03% | −880−11.3% | Reduced |
| Mark Stevens | 6,933 | $1.13M | 0.12% | −83−1.2% | Reduced |
| Triasima Portfolio Management inc. | 6,875 | $1.13M | 0.05% | −12,505−64.5% | Reduced |
| Veracity Capital LLC | 6,870 | $1.12M | 0.45% | −29−0.4% | Reduced |
| Bridgewater Advisors Inc. | 6,846 | $1.12M | 0.25% | −94−1.4% | Reduced |
| Game Plan Financial Advisors, LLC | 6,830 | $1.12M | 0.60% | +100+1.5% | Added |
| Two Sigma Advisers, LP | 6,800 | $1.11M | 0.00% | −265,900−97.5% | Reduced |
| Spirit of America Management Corp | 6,800 | $1.11M | 0.22% | −2,450−26.5% | Reduced |
| Lee Danner & Bass Inc | 6,793 | $1.11M | 0.10% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,784 | $1.11M | 0.09% | +484+7.7% | Added |
| Qtron Investments LLC | 6,771 | $1.11M | 0.25% | 00.0% | Unchanged |
| Conning Inc. | 6,768 | $1.11M | 0.03% | −263−3.7% | Reduced |
| Focus Financial Network, Inc. | 6,754 | $1.10M | 0.16% | +870+14.8% | Added |
| Capital Wealth Planning, LLC | 6,660 | $1.09M | 0.02% | +985+17.4% | Added |
| Ameritas Advisory Services, LLC | 6,662 | $1.09M | 0.04% | +6,662 | New |
| Aurora Private Wealth, Inc. | 6,659 | $1.09M | 0.47% | −93−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 6,648 | $1.09M | 0.04% | −1,018−13.3% | Reduced |
| TCTC Holdings, LLC | 6,625 | $1.08M | 0.05% | +532+8.7% | Added |
| Legacy Wealth Asset Management, LLC | 6,552 | $1.07M | 0.36% | +34+0.5% | Added |
| Quantbot Technologies LP | 6,551 | $1.07M | 0.09% | −3,219−32.9% | Reduced |
| Ascent Group, LLC | 6,732 | $1.07M | 0.14% | +6,732 | New |
| Paloma Partners Management Co | 6,525 | $1.07M | 0.03% | +6,525 | New |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $1.07M | 0.32% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,505 | $1.06M | 0.15% | −600−8.4% | Reduced |
| Bank of Hawaii | 6,497 | $1.06M | 0.06% | −691−9.6% | Reduced |
| Telemus Capital, LLC | 6,463 | $1.06M | 0.09% | −34−0.5% | Reduced |
| Venturi Wealth Management, LLC | 6,461 | $1.06M | 0.08% | 00.0% | Unchanged |
| Stableford Capital II LLC | 6,608 | $1.05M | 0.44% | +723+12.3% | Added |
| Phraction Management LLC | 6,411 | $1.05M | 0.64% | +6,411 | New |
| Derbend Asset Management | 6,409 | $1.05M | 1.02% | +501+8.5% | Added |
| Financial Counselors Inc | 6,377 | $1.04M | 0.02% | −1,749−21.5% | Reduced |
| Trust Asset Management LLC | 6,367 | $1.04M | 0.13% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,350 | $1.04M | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,322 | $1.03M | 0.01% | +6,322 | New |
| Girard Partners Ltd. | 6,318 | $1.03M | 0.11% | +2,079+49.0% | Added |
| Wade G W & Inc | 6,311 | $1.03M | 0.04% | +11+0.2% | Added |
| Checchi Capital Advisers, LLC | 6,308 | $1.03M | 0.11% | +150+2.4% | Added |
| Capital Investment Advisors, LLC | 6,302 | $1.03M | 0.03% | +42+0.7% | Added |
| McAdam, LLC | 6,298 | $1.03M | 0.10% | −127−2.0% | Reduced |
| Castleview Partners, LLC | 167,853 | $1.03M | 0.01% | +167,853 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,240 | $1.02M | 0.06% | −3,300−34.6% | Reduced |
| Parisi Gray Wealth Management | 6,234 | $1.02M | 0.38% | −13−0.2% | Reduced |
| Ledyard National Bank | 6,237 | $1.02M | 0.10% | +16+0.3% | Added |
| Clarius Group, LLC | 6,233 | $1.02M | 0.08% | +186+3.1% | Added |
| Becker Capital Management Inc | 6,218 | $1.02M | 0.04% | −1,030−14.2% | Reduced |
| TD Private Client Wealth LLC | 6,215 | $1.02M | 0.04% | −414−6.2% | Reduced |
| Engineers Gate Manager LP | 6,213 | $1.02M | 0.05% | +6,213 | New |
| Morse Asset Management, Inc | 6,140 | $1.00M | 0.22% | 00.0% | Unchanged |
| Compton Capital Management Inc | 6,125 | $1.00M | 0.26% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,114 | $1.00M | 0.32% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,085 | $996.0K | 0.17% | −75−1.2% | Reduced |
| Amica Retiree Medical Trust | 6,085 | $996.0K | 0.85% | 00.0% | Unchanged |
| First National Bank of South Miami | 6,037 | $988.0K | 0.60% | +139+2.4% | Added |
| Doyle Wealth Management | 6,029 | $986.0K | 0.07% | +4+0.1% | Added |
| Ally Financial Inc. | 6,000 | $982.0K | 0.09% | −4,000−40.0% | Reduced |
| Weil Company, Inc. | 6,000 | $982.0K | 0.46% | 00.0% | Unchanged |
| Constitution Capital LLC | 6,000 | $982.0K | 0.52% | +750+14.3% | Added |
| Emfo, LLC | 6,000 | $982.0K | 0.87% | +6,000 | New |
| Boyar Asset Management Inc. | 5,968 | $976.0K | 0.59% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 5,955 | $974.0K | 0.51% | −57−0.9% | Reduced |
| Capital One Financial Corp | 5,905 | $966.0K | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,904 | $966.0K | 0.20% | 00.0% | Unchanged |
| S&CO Inc | 5,900 | $965.0K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,900 | $965.0K | 0.02% | +1,123+23.5% | Added |
| Vectors Research Management, LLC | 5,873 | $961.0K | 0.20% | +100+1.7% | Added |
| HNP Capital LLC | 5,873 | $961.0K | 0.22% | +100+1.7% | Added |
| NBT Bank N A | 5,847 | $956.0K | 0.12% | −70−1.2% | Reduced |
| Private Trust Co NA | 5,835 | $955.0K | 0.13% | −230−3.8% | Reduced |
| Flagship Harbor Advisors, LLC | 5,830 | $954.0K | 0.09% | +776+15.4% | Added |
| HBK Investments L P | 5,831 | $954.0K | 0.02% | +5,831 | New |
| Sunflower Bank, N.A. | 5,802 | $950.0K | 0.13% | −221−3.7% | Reduced |
| Apollon Wealth Management, LLC | 5,790 | $947.0K | 0.08% | +1,906+49.1% | Added |
| Plimoth Trust Co LLC | 5,750 | $941.0K | 0.24% | +50+0.9% | Added |
| Sentry Investment Management LLC | 5,746 | $940.0K | 0.25% | 00.0% | Unchanged |
| Washington Trust Co | 5,733 | $938.0K | 0.04% | −8,710−60.3% | Reduced |
| Spears Abacus Advisors LLC | 5,702 | $933.0K | 0.06% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 5,686 | $930.0K | 0.48% | +685+13.7% | Added |
| Thomas White International Ltd | 5,678 | $929.0K | 0.15% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 5,677 | $929.0K | 0.15% | +72+1.3% | Added |
| Pecaut & Co. | 5,667 | $927.0K | 0.47% | −100−1.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,607 | $918.0K | 0.54% | −410−6.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 5,597 | $916.0K | 0.04% | +5,597 | New |
| Gladstone Institutional Advisory LLC | 5,592 | $915.0K | 0.07% | −647−10.4% | Reduced |
| Birch Hill Investment Advisors LLC | 5,584 | $914.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5,565 | $910.0K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,559 | $910.0K | 0.02% | +682+14.0% | Added |
| MBB Public Markets I LLC | 5,561 | $910.0K | 0.02% | +5,561 | New |
| Manchester Capital Management LLC | 5,528 | $904.0K | 0.12% | +101+1.9% | Added |
| Capital Management Associates | 5,520 | $903.0K | 0.88% | −827−13.0% | Reduced |
| Orion Portfolio Solutions, LLC | 5,501 | $900.0K | 0.03% | +207+3.9% | Added |
| Wealth Alliance | 5,496 | $899.0K | 0.18% | +69+1.3% | Added |
| Keebeck Alpha, LP | 5,492 | $898.0K | 0.33% | +2,367+75.7% | Added |
| Axiom Investment Management LLC | 5,489 | $897.0K | 0.87% | +3,945+255.5% | Added |
| Walleye Capital LLC | 5,478 | $896.0K | 0.03% | +5,478 | New |
| Metis Global Partners, LLC | 5,466 | $895.0K | 0.25% | +5,466 | New |
| Golden State Wealth Management, LLC | 5,457 | $893.0K | 0.15% | +1,348+32.8% | Added |
| Stock Yards Bank & Trust Co | 5,427 | $888.0K | 0.05% | +2,728+101.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,413 | $886.0K | 0.10% | +169+3.2% | Added |
| V Wealth Advisors LLC | 5,411 | $885.0K | 0.13% | +43+0.8% | Added |