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 |
|---|---|---|---|---|---|
| BTR Capital Management Inc | 3,292 | $539.0K | 0.06% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,293 | $539.0K | 0.06% | +217+7.1% | Added |
| Intersect Capital LLC | 3,286 | $538.0K | 0.10% | −1,055−24.3% | Reduced |
| Central Bank & Trust Co | 3,285 | $537.0K | 0.08% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,280 | $537.0K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,271 | $535.0K | 0.04% | +22+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,272 | $535.0K | 0.09% | +365+12.6% | Added |
| Quadrant Private Wealth Management, LLC | 3,265 | $534.0K | 0.20% | +431+15.2% | Added |
| Quantamental Technologies LLC | 3,262 | $534.0K | 0.27% | +1,787+121.2% | Added |
| Abbrea Capital, LLC | 3,254 | $532.0K | 0.07% | +355+12.2% | Added |
| AIA Group Ltd | 3,248 | $531.0K | 0.03% | +585+22.0% | Added |
| Indiana Trust & Investment Management CO | 3,241 | $530.0K | 0.24% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 3,238 | $530.0K | 0.55% | +3,238 | New |
| Clean Yield Group | 3,232 | $529.0K | 0.18% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 3,233 | $528.0K | 0.22% | −755−18.9% | Reduced |
| Factorial Partners, LLC | 3,200 | $524.0K | 0.35% | −400−11.1% | Reduced |
| Eagle Ridge Investment Management | 3,199 | $523.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,172 | $519.0K | 0.03% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 3,173 | $519.0K | 0.03% | +3,173 | New |
| Princeton Global Asset Management LLC | 3,167 | $518.0K | 0.15% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 3,163 | $517.5K | 0.13% | −946−23.0% | Reduced |
| BSW Wealth Partners | 3,134 | $513.0K | 0.13% | −123−3.8% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $511.0K | 0.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,124 | $511.0K | 0.07% | +10.0% | Added |
| Teza Capital Management LLC | 3,123 | $511.0K | 0.14% | +3,123 | New |
| Cambridge Advisors Inc. | 3,110 | $509.0K | 0.11% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 3,104 | $508.0K | 0.11% | −807−20.6% | Reduced |
| Altfest L J & Co Inc | 3,081 | $504.0K | 0.10% | −544−15.0% | Reduced |
| WMS Partners, LLC | 3,082 | $504.0K | 0.11% | −148−4.6% | Reduced |
| Accredited Investors Inc. | 3,060 | $501.0K | 0.04% | −585−16.0% | Reduced |
| Acima Private Wealth, LLC | 3,057 | $500.0K | 0.22% | 00.0% | Unchanged |
| Maryland Capital Management | 3,049 | $499.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,049 | $499.0K | 0.09% | +3+0.1% | Added |
| Shufro Rose & Co LLC | 3,033 | $496.0K | 0.04% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,017 | $494.0K | 0.27% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,993 | $493.0K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $491.0K | 0.01% | −2,690−47.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $491.0K | 0.18% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,000 | $491.0K | 0.07% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 3,000 | $491.0K | 0.17% | +3,000 | New |
| Scissortail Wealth Management, LLC | 3,000 | $491.0K | 0.19% | +3,000 | New |
| Legacy Wealth Management, LLC | 3,000 | $490.8K | 0.25% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,000 | $490.0K | 0.19% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,993 | $490.0K | 0.21% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,982 | $486.0K | 0.01% | +578+24.0% | Added |
| ERn Financial, LLC | 2,954 | $483.0K | 0.11% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,938 | $481.0K | 0.26% | +3+0.1% | Added |
| International Assets Investment Management, LLC | 2,941 | $481.0K | 0.08% | +312+11.9% | Added |
| Cornerstone Wealth Management, LLC | 2,917 | $479.0K | 0.05% | +257+9.7% | Added |
| 626 Financial, LLC | 2,916 | $477.0K | 0.29% | +2,916 | New |
| United Asset Strategies, Inc. | 2,908 | $476.0K | 0.06% | +2,908 | New |
| Signature Wealth Management Partners, LLC | 2,896 | $474.0K | 0.40% | 00.0% | Unchanged |
| Summit Financial Group Inc | 2,895 | $473.0K | 0.15% | +250+9.5% | Added |
| Deseret Mutual Benefit Administrators | 2,887 | $472.0K | 0.08% | −163−5.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,879 | $471.0K | 0.02% | +1,057+58.0% | Added |
| Henshaw Capital LLC | 2,871 | $469.7K | 0.03% | +2,871 | New |
| MayTech Global Investments, LLC | 2,866 | $469.0K | 0.09% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,860 | $468.0K | 0.12% | −35−1.2% | Reduced |
| Plancorp, LLC | 2,860 | $468.0K | 0.03% | −14−0.5% | Reduced |
| DFPG Investments, LLC | 2,905 | $467.0K | 0.20% | +2,905 | New |
| McIlrath & Eck, LLC | 2,847 | $466.0K | 0.13% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,842 | $465.0K | 0.11% | +318+12.6% | Added |
| Bath Savings Trust Co | 2,830 | $463.0K | 0.05% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,810 | $460.0K | 0.17% | −400−12.5% | Reduced |
| Bank Hapoalim BM | 2,811 | $460.0K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,810 | $460.0K | 0.02% | +120+4.5% | Added |
| Procyon Private Wealth Partners, LLC | 2,803 | $459.0K | 0.10% | +18+0.6% | Added |
| Marietta Investment Partners LLC | 2,800 | $458.0K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,800 | $458.0K | 0.05% | +609+27.8% | Added |
| Matrix Asset Advisors Inc | 2,778 | $454.0K | 0.06% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,771 | $453.0K | 0.14% | +95+3.6% | Added |
| CapWealth Advisors, LLC | 2,771 | $453.0K | 0.05% | +1,394+101.2% | Added |
| Knightsbridge Asset Management, LLC | 2,748 | $450.0K | 0.15% | −316−10.3% | Reduced |
| Kozak & Associates, Inc. | 2,651 | $450.0K | 0.29% | +5+0.2% | Added |
| First Financial Bank - Trust Division | 2,742 | $449.0K | 0.05% | −75−2.7% | Reduced |
| McLean Asset Management Corp | 2,573 | $449.0K | 0.17% | −32−1.2% | Reduced |
| Cadent Capital Advisors, LLC | 2,737 | $448.0K | 0.20% | −249−8.3% | Reduced |
| Garrison Asset Management, LLC | 2,736 | $448.0K | 0.24% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 2,725 | $446.0K | 0.15% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 2,727 | $446.0K | 0.37% | +2,727 | New |
| Regatta Capital Group, LLC | 2,724 | $446.0K | 0.16% | +2,724 | New |
| Jump Financial, LLC | 2,708 | $443.0K | 0.03% | +2,708 | New |
| Claris Advisors, LLC | 2,707 | $443.0K | 0.47% | +2,707 | New |
| North Star Investment Management Corp. | 2,704 | $442.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,700 | $442.0K | 0.26% | +200+8.0% | Added |
| Semmax Financial Advisors Inc. | 2,688 | $440.0K | 0.16% | −662−19.8% | Reduced |
| Sierra Capital LLC | 2,688 | $440.0K | 0.07% | +1,695+170.7% | Added |
| Cypress Capital Group | 2,679 | $438.0K | 0.05% | +10+0.4% | Added |
| Ausdal Financial Partners, Inc. | 2,669 | $437.0K | 0.06% | +768+40.4% | Added |
| Thomasville National Bank | 2,661 | $435.0K | 0.04% | −23−0.9% | Reduced |
| Penserra Capital Management LLC | 2,663 | $435.0K | 0.01% | +468+21.3% | Added |
| Prelude Capital Management, LLC | 2,661 | $435.0K | 0.02% | +2,661 | New |
| Cutler Group LP | 2,654 | $434.0K | 0.03% | −13,706−83.8% | Reduced |
| Cumberland Partners Ltd | 2,650 | $434.0K | 0.03% | −1,000−27.4% | Reduced |
| Putnam Investments LLC | 2,653 | $434.0K | 0.00% | −99−3.6% | Reduced |
| Mayflower Financial Advisors, LLC | 2,647 | $433.0K | 0.06% | +170+6.9% | Added |
| DT Investment Partners, LLC | 2,632 | $431.0K | 0.06% | −1,075−29.0% | Reduced |
| Roosevelt Investment Group LLC | 2,633 | $431.0K | 0.02% | −240−8.4% | Reduced |
| Charter Trust Co | 2,629 | $430.0K | 0.04% | +255+10.7% | Added |
| Vigilant Capital Management, LLC | 2,627 | $430.0K | 0.03% | +1,000+61.5% | Added |