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 |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 3,766 | $700.0K | 0.39% | −200−5.0% | Reduced |
| Byrne Asset Management LLC | 4,271 | $699.0K | 0.45% | +4,271 | New |
| Winton Group Ltd | 4,264 | $698.0K | 0.04% | −485−10.2% | Reduced |
| 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 |
| Boston Financial Mangement LLC | 4,238 | $693.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Doliver Advisors, LP | 3,679 | $684.0K | 0.22% | −224−5.7% | Reduced |
| 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 |
| Weik Capital Management | 4,155 | $680.0K | 0.26% | +120+3.0% | Added |
| 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 |
| 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 |
| Hamilton Capital, LLC | 4,123 | $675.0K | 0.05% | +2,278+123.5% | Added |
| Bond & Devick Financial Network, Inc. | 4,119 | $674.0K | 0.51% | 00.0% | Unchanged |
| 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 |
| Symphony Financial, Ltd. Co. | 3,949 | $664.0K | 0.19% | +753+23.6% | Added |
| 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 |
| Culbertson A N & Co Inc | 4,045 | $661.0K | 0.12% | −200−4.7% | Reduced |
| Oakworth Capital, Inc. | 4,012 | $657.0K | 0.06% | −120−2.9% | Reduced |
| Exane Derivatives | 3,981 | $651.3K | 0.16% | +6+0.2% | Added |
| Baldwin Investment Management, LLC | 3,980 | $651.0K | 0.17% | +20+0.5% | Added |
| Asset Management Corp | 3,968 | $649.0K | 0.38% | −271−6.4% | Reduced |
| Evanson Asset Management, LLC | 3,955 | $647.0K | 0.06% | −988−20.0% | Reduced |
| 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 |
| Farmers & Merchants Investments Inc | 3,919 | $641.0K | 0.02% | +3,418+682.2% | Added |
| Barings LLC | 3,906 | $639.0K | 0.02% | +695+21.6% | Added |
| Saybrook Capital | 3,900 | $638.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| 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 |
| Chemung Canal Trust Co | 3,843 | $629.0K | 0.11% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,833 | $627.0K | 0.01% | +3,833 | New |
| Optas, LLC | 3,814 | $623.0K | 0.18% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,580 | $622.0K | 0.29% | +105+3.0% | Added |
| 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 |
| Trinity Legacy Partners, LLC | 3,787 | $620.0K | 0.21% | 00.0% | Unchanged |
| Graypoint LLC | 3,765 | $616.0K | 0.06% | +2,141+131.8% | Added |
| Meridian Wealth Management, LLC | 3,759 | $615.0K | 0.07% | −137−3.5% | 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 |
| Sutton Wealth Advisors Inc. | 3,735 | $611.0K | 0.20% | −5−0.1% | Reduced |
| PFG Advisors | 3,716 | $608.0K | 0.06% | +256+7.4% | Added |
| First Citizens Bank & Trust Co | 3,685 | $603.0K | 0.02% | +139+3.9% | Added |
| 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 |
| Resource Management, LLC | 3,654 | $598.0K | 0.06% | −10−0.3% | Reduced |
| VeraBank, N.A. | 3,653 | $597.0K | 0.30% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,627 | $593.0K | 0.04% | +254+7.5% | Added |
| Equitable Holdings, Inc. | 3,616 | $592.0K | 0.01% | +145+4.2% | Added |
| Cadence Bank NA | 3,601 | $589.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Balentine LLC | 3,574 | $585.0K | 0.02% | +44+1.2% | Added |
| Richwood Investment Advisors, LLC | 3,567 | $584.0K | 0.51% | +3,567 | New |
| Salem Investment Counselors Inc | 3,565 | $583.0K | 0.02% | +171+5.0% | Added |
| 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 |
| US Asset Management LLC | 3,540 | $579.0K | 0.55% | −4−0.1% | Reduced |
| Sigma Investment Counselors Inc | 3,527 | $577.0K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,520 | $576.0K | 0.07% | −100−2.8% | Reduced |
| 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 |
| 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 |
| 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 |
| KG&L Capital Management,LLC | 3,488 | $571.0K | 0.23% | +940+36.9% | Added |
| Gitterman Wealth Management, LLC | 3,474 | $568.0K | 0.42% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,450 | $564.0K | 0.14% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,444 | $563.0K | 0.46% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,917 | $561.0K | 0.04% | +167+6.1% | Added |
| 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 |
| Grove Bank & Trust | 3,415 | $559.0K | 0.11% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,409 | $558.0K | 0.35% | −78−2.2% | Reduced |
| Old Mission Investment Co LLC | 3,407 | $557.3K | 0.20% | −19−0.6% | Reduced |
| Hartford Financial Management Inc. | 3,396 | $556.0K | 0.13% | +34+1.0% | Added |
| First Foundation Advisors | 3,393 | $555.0K | 0.02% | +74+2.2% | 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 |
| 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 |
| 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 |
| IPG Investment Advisors LLC | 3,323 | $544.0K | 0.10% | −6,608−66.5% | Reduced |
| Antonetti Capital Management LLC | 3,300 | $540.0K | 0.42% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,295 | $539.0K | 0.16% | −139−4.0% | Reduced |