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 |
|---|---|---|---|---|---|
| Westwood Management Corp | 5,400 | $883.0K | 0.07% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 5,386 | $881.0K | 0.02% | +1,184+28.2% | Added |
| Resources Management Corp | 5,373 | $879.0K | 0.11% | −200−3.6% | Reduced |
| Forum Financial Management, LP | 5,350 | $875.0K | 0.05% | +5,350 | New |
| Sage Rhino Capital LLC | 5,332 | $872.0K | 0.24% | −682−11.3% | Reduced |
| 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 |
| Mather Group, LLC. | 5,221 | $854.0K | 0.02% | +2,690+106.3% | Added |
| Domani Wealth, LLC | 5,144 | $842.0K | 0.16% | +279+5.7% | Added |
| CWM, LLC | 5,132 | $840.0K | 0.01% | +5,132 | New |
| Wealthsource Partners, LLC | 5,107 | $836.0K | 0.07% | −349−6.4% | Reduced |
| IFP Advisors, Inc | 5,114 | $835.0K | 0.02% | +168+3.4% | Added |
| 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 |
| Leisure Capital Management | 5,075 | $830.0K | 0.38% | −31−0.6% | Reduced |
| Ervin Investment Management, LLC | 5,065 | $829.0K | 0.66% | +5,065 | New |
| 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 |
| Seeyond | 5,052 | $826.0K | 0.08% | −60−1.2% | Reduced |
| Echo Street Capital Management LLC | 5,044 | $825.0K | 0.01% | +5,044 | New |
| 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 |
| 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 |
| 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 |
| Papp L Roy & Associates | 4,995 | $817.0K | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,993 | $816.0K | 0.12% | −92−1.8% | Reduced |
| Linscomb & Williams, Inc. | 4,982 | $815.0K | 0.04% | +262+5.6% | Added |
| Guyasuta Investment Advisors Inc | 4,955 | $811.0K | 0.05% | +3,250+190.6% | Added |
| Parkside Financial Bank & Trust | 4,948 | $809.0K | 0.20% | +216+4.6% | 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 |
| GYL Financial Synergies, LLC | 4,847 | $793.0K | 0.21% | +1,145+30.9% | Added |
| Prescott Group Capital Management, L.L.C. | 4,831 | $790.0K | 0.18% | −369−7.1% | Reduced |
| Jefferies Group LLC | 4,828 | $789.9K | 0.01% | −13,109−73.1% | Reduced |
| Principle Wealth Partners LLC | 4,819 | $789.0K | 0.08% | −600−11.1% | Reduced |
| Basepoint Wealth LLC | 4,803 | $785.8K | 0.77% | +4,803 | New |
| Diligent Investors, LLC | 4,801 | $785.0K | 0.22% | −142−2.9% | Reduced |
| RMB Capital Management, LLC | 4,789 | $783.0K | 0.02% | 00.0% | Unchanged |
| XR Securities LLC | 4,780 | $782.0K | 0.09% | +4,780 | New |
| OPSEU Pension Plan Trust Fund | 4,531 | $781.0K | 0.18% | +2,123+88.2% | Added |
| AdvisorNet Financial, Inc | 4,768 | $780.0K | 0.05% | +39+0.8% | Added |
| Paragon Private Wealth Management, LLC | 4,746 | $776.0K | 0.69% | +4,746 | New |
| Householder Group Estate & Retirement Specialist, LLC | 4,736 | $775.0K | 0.29% | +4,736 | New |
| 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 |
| Madison Asset Management, LLC | 4,716 | $772.0K | 0.01% | −60−1.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,706 | $770.0K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,686 | $766.6K | 0.06% | +1,131+31.8% | Added |
| Koshinski Asset Management, Inc. | 4,671 | $764.1K | 0.06% | −255−5.2% | Reduced |
| 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 |
| WBH Advisory Inc | 4,659 | $762.0K | 0.09% | +10.0% | Added |
| Profit Investment Management, LLC | 4,646 | $760.0K | 0.48% | +1,270+37.6% | Added |
| Virtu Financial LLC | 4,633 | $758.0K | 0.08% | −10,029−68.4% | Reduced |
| Schulhoff & Co Inc | 4,625 | $756.0K | 0.31% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,608 | $754.0K | 0.03% | −350−7.1% | Reduced |
| Legacy Advisors, LLC | 4,600 | $753.0K | 0.28% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,584 | $750.0K | 0.17% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,579 | $749.0K | 0.04% | −206−4.3% | Reduced |
| XTX Topco Ltd | 4,572 | $748.0K | 0.42% | −7,010−60.5% | Reduced |
| First Farmers & Merchants Bank / Trust | 4,564 | $747.0K | 0.74% | +4,564 | New |
| Pekin Hardy Strauss, Inc. | 4,558 | $746.0K | 0.10% | +185+4.2% | Added |
| Ritholtz Wealth Management | 4,556 | $745.0K | 0.05% | +198+4.5% | Added |
| Cypress Wealth Services, LLC | 4,516 | $739.0K | 0.20% | +71+1.6% | Added |
| Occudo Quantitative Strategies LP | 4,509 | $738.0K | 0.07% | +4,509 | New |
| Icapital Wealth LLC | 4,500 | $736.0K | 0.28% | +4,500 | New |
| Evermay Wealth Management LLC | 4,491 | $735.0K | 0.13% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,480 | $733.0K | 0.03% | +385+9.4% | 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 |
| 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 |
| Crescent Capital Consulting, LLC | 4,450 | $728.0K | 0.12% | +975+28.1% | Added |
| Saxon Interests, Inc. | 4,130 | $724.0K | 0.41% | +4,130 | New |
| Alhambra Investment Partners LLC | 4,418 | $723.0K | 0.51% | −410−8.5% | Reduced |
| Allegheny Financial Group LTD | 4,412 | $722.0K | 0.29% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,404 | $721.0K | 0.14% | +96+2.2% | Added |
| Compagnie Lombard Odier SCmA | 4,390 | $719.0K | 0.01% | +3,233+279.4% | Added |
| Two Sigma Securities, LLC | 4,390 | $718.0K | 0.14% | +1,133+34.8% | Added |
| IFG Advisors, LLC | 4,378 | $716.0K | 0.30% | +10+0.2% | Added |
| 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 |
| 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 |
| 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 |
| Buckley Wealth Management, LLC | 4,348 | $711.0K | 0.21% | −3,784−46.5% | Reduced |
| CenterStar Asset Management, LLC | – | $708.0K | 0.54% | – | New |
| Estabrook Capital Management | 4,324 | $707.4K | 0.10% | +69+1.6% | Added |
| 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 |
| Transform Wealth, LLC | 4,316 | $706.0K | 0.07% | −557−11.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,313 | $705.0K | 0.23% | +4,313 | New |
| JB Capital LLC | 4,303 | $704.1K | 0.07% | +1,015+30.9% | Added |
| 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 |