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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Ballast Advisors LLC | 2,621 | $429.0K | 0.16% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,616 | $428.0K | 0.21% | −189−6.7% | Reduced |
| Benedetti & Gucer, Inc. | 2,613 | $427.0K | 0.29% | −485−15.7% | Reduced |
| Paragon Capital Management Ltd | 2,612 | $427.0K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Services | 2,609 | $427.0K | 0.22% | +2,609 | New |
| Outlook Wealth Advisors, LLC | 2,604 | $426.0K | 0.13% | +6+0.2% | Added |
| Cornerstone Wealth Group, LLC | 2,602 | $426.0K | 0.07% | +192+8.0% | Added |
| Caxton Associates LP | 2,602 | $426.0K | 0.05% | +2,602 | New |
| Dynamic Advisor Solutions LLC | 2,596 | $425.0K | 0.03% | −9,886−79.2% | Reduced |
| Mechanics Bank Trust Department | 2,600 | $425.0K | 0.06% | −375−12.6% | Reduced |
| Ninepoint Partners LP | 2,597 | $425.0K | 0.16% | −154−5.6% | Reduced |
| Webster Bank, N. A. | 2,598 | $425.0K | 0.04% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,600 | $425.0K | 0.48% | +2,600 | New |
| LGT Fund Management Co Ltd. | 2,600 | $425.0K | 0.12% | +2,600 | New |
| Silver Lake Advisory, LLC | 2,590 | $424.0K | 0.20% | +2+0.1% | Added |
| SPC Financial, Inc. | 2,582 | $422.0K | 0.05% | 00.0% | Unchanged |
| Windsor Group LTD | 2,406 | $418.0K | 0.08% | +702+41.2% | Added |
| Old National Bancorp | 2,550 | $417.0K | 0.01% | −287−10.1% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $417.0K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,534 | $415.0K | 0.12% | −2−0.1% | Reduced |
| Missouri Trust & Investment Co | 2,535 | $415.0K | 0.24% | +2,535 | New |
| Round Hill Asset Management | 2,522 | $413.0K | 0.21% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,521 | $412.0K | 0.04% | +151+6.4% | Added |
| REDW Wealth LLC | 2,513 | $411.0K | 0.12% | +60+2.4% | Added |
| EPG Wealth Management LLC | 2,507 | $410.0K | 0.14% | +250+11.1% | Added |
| Sippican Capital Advisors | 2,503 | $409.0K | 0.35% | −2,334−48.3% | Reduced |
| Navellier & Associates Inc | 2,500 | $409.0K | 0.06% | −100−3.8% | Reduced |
| Harbour Investment Management LLC | 2,500 | $409.0K | 0.19% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $408.0K | 0.18% | 00.0% | Unchanged |
| CX Institutional | 2,487 | $407.0K | 0.03% | −1,229−33.1% | Reduced |
| Cable Hill Partners, LLC | 2,482 | $406.0K | 0.08% | −14−0.6% | Reduced |
| Xcel Wealth Management, LLC | 2,480 | $406.0K | 0.10% | +10.0% | Added |
| InterOcean Capital Group, LLC | 2,477 | $405.0K | 0.02% | +483+24.2% | Added |
| Pinnacle Private Wealth, LLC | 2,474 | $405.0K | 0.13% | +2,474 | New |
| Bangor Savings Bank | 2,467 | $403.0K | 0.04% | −60−2.4% | Reduced |
| Phoenix Wealth Advisors | 2,457 | $402.0K | 0.30% | −515−17.3% | Reduced |
| Means Investment Co., Inc. | 2,456 | $402.0K | 0.07% | +53+2.2% | Added |
| Sage Private Wealth Group, LLC | 2,448 | $400.0K | 0.50% | +28+1.2% | Added |
| Hanson & Doremus Investment Management | 2,447 | $400.0K | 0.09% | +550+29.0% | Added |
| Astrantus Ltd | 2,439 | $399.0K | 0.30% | +2,439 | New |
| Zullo Investment Group, Inc. | 2,431 | $398.0K | 0.20% | +2,431 | New |
| Hunter Associates Investment Management LLC | 2,418 | $396.0K | 0.11% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,419 | $396.0K | 0.11% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,419 | $396.0K | 0.16% | +65+2.8% | Added |
| Aptus Capital Advisors, LLC | 2,423 | $396.0K | 0.01% | +335+16.0% | Added |
| Geller Advisors LLC | 2,413 | $395.0K | 0.08% | +61+2.6% | Added |
| Meridian Wealth Advisors, LLC | 2,411 | $394.0K | 0.10% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $394.0K | 0.06% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,408 | $394.0K | 0.15% | 00.0% | Unchanged |
| Palladium Partners LLC | 2,404 | $393.0K | 0.02% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $393.0K | 0.01% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,387 | $391.0K | 0.20% | −21−0.9% | Reduced |
| JNBA Financial Advisors | 2,393 | $391.0K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,381 | $390.0K | 0.05% | −155−6.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,385 | $390.0K | 0.04% | −64−2.6% | Reduced |
| Mechanics Financial Corp | 2,385 | $390.0K | 0.18% | +2,385 | New |
| Voya Financial Advisors, Inc. | 2,361 | $388.0K | 0.04% | +113+5.0% | Added |
| Fairbanks Capital Management, Inc. | 2,358 | $386.0K | 0.28% | −2−0.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,351 | $385.0K | 0.09% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,349 | $384.0K | 0.08% | −12−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,349 | $384.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,346 | $384.0K | 0.02% | +103+4.6% | Added |
| Allworth Financial LP | 2,343 | $383.0K | 0.01% | −112−4.6% | Reduced |
| Avantax Planning Partners, Inc. | 2,340 | $383.0K | 0.02% | +771+49.1% | Added |
| Patten Group, Inc. | 2,330 | $381.0K | 0.10% | −150−6.0% | Reduced |
| Hancock Whitney Investment Services Inc. | 2,303 | $381.0K | 0.07% | +2,303 | New |
| Twin Tree Management, LP | 2,320 | $380.0K | 0.01% | −20,331−89.8% | Reduced |
| Krane Funds Advisors LLC | 2,308 | $378.0K | 0.01% | −476−17.1% | Reduced |
| Wealth Architects, LLC | 2,298 | $376.0K | 0.07% | −373−14.0% | Reduced |
| Clear Harbor Asset Management, LLC | 2,300 | $376.0K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $376.0K | 0.26% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,291 | $374.0K | 0.08% | −24−1.0% | Reduced |
| Crescent Grove Advisors, LLC | 2,286 | $374.0K | 0.04% | +2,286 | New |
| Voloridge Investment Management, LLC | 2,283 | $373.0K | 0.00% | −20,993−90.2% | Reduced |
| Journey Strategic Wealth LLC | 2,281 | $373.0K | 0.04% | +2,281 | New |
| Patton Albertson Miller Group, LLC | 2,275 | $372.0K | 0.06% | −141−5.8% | Reduced |
| Columbia Trust Co 01012016 | 2,221 | $372.0K | 0.20% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,272 | $372.0K | 0.04% | +278+13.9% | Added |
| Marcum Wealth, LLC | 2,277 | $372.0K | 0.05% | +326+16.7% | Added |
| Waters Parkerson & Co., LLC | 2,267 | $371.0K | 0.02% | −163−6.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,265 | $371.0K | 0.14% | +4+0.2% | Added |
| All Terrain Financial Advisors, LLC | 2,259 | $370.0K | 0.16% | −901−28.5% | Reduced |
| Oak Asset Management, LLC | 2,259 | $370.0K | 0.14% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,247 | $368.0K | 0.18% | +51+2.3% | Added |
| Level Four Advisory Services, LLC | 2,249 | $368.0K | 0.03% | +143+6.8% | Added |
| Financial Advisors, LLC | 2,240 | $366.0K | 0.11% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,240 | $366.0K | 0.14% | +2,240 | New |
| Aberdeen Wealth Management LLC | 2,221 | $363.0K | 0.24% | −45−2.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,211 | $362.0K | 0.06% | +224+11.3% | Added |
| Desjardins Global Asset Management Inc. | 2,215 | $362.0K | 0.03% | +2,215 | New |
| Credential Qtrade Securities Inc. | 2,208 | $361.2K | 0.02% | −86−3.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,200 | $360.0K | 0.16% | −200−8.3% | Reduced |
| Northstar Asset Management LLC | 2,206 | $360.0K | 0.08% | +50+2.3% | Added |
| Echo45 Advisors LLC | 2,202 | $360.0K | 0.29% | +2,202 | New |
| MidWestOne Financial Group, Inc. | 2,186 | $358.0K | 0.08% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,194 | $358.0K | 0.09% | +129+6.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 2,190 | $358.0K | 0.09% | +2,190 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,172 | $355.0K | 0.00% | +15+0.7% | Added |
| Stonebridge Capital Advisors LLC | 2,163 | $354.0K | 0.04% | −388−15.2% | Reduced |
| 9258 Wealth Management, LLC | 2,156 | $353.0K | 0.08% | +11+0.5% | Added |