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 |
|---|---|---|---|---|---|
| Tiemann Investment Advisors, LLC | 2,157 | $353.0K | 0.15% | +21+1.0% | Added |
| Monticello Wealth Management, LLC | 2,157 | $353.0K | 0.03% | +2,157 | New |
| Chemistry Wealth Management LLC | 2,151 | $352.0K | 0.30% | +2,151 | New |
| Next Level Private LLC | 2,151 | $352.0K | 0.30% | +2,151 | New |
| Whitener Capital Management, Inc. | 2,150 | $351.0K | 0.13% | 00.0% | Unchanged |
| 55I, LLC | 2,144 | $350.0K | 0.01% | −849−28.4% | Reduced |
| Parsec Financial Management, Inc. | 2,137 | $350.0K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,142 | $350.0K | 0.03% | +263+14.0% | Added |
| StrategIQ Financial Group, LLC | 2,140 | $350.0K | 0.04% | +2,140 | New |
| Yarbrough Capital, LLC | 2,132 | $349.0K | 0.02% | +2,132 | New |
| Silverlake Wealth Management LLC | 2,130 | $348.5K | 0.19% | +2,130 | New |
| Vista Wealth Management Group, LLC | 2,111 | $345.0K | 0.06% | −142−6.3% | Reduced |
| Essex Savings Bank | 2,107 | $345.0K | 0.12% | −46−2.1% | Reduced |
| Toth Financial Advisory Corp | 2,109 | $345.0K | 0.05% | +10.0% | Added |
| Yorktown Management & Research Co Inc | 2,110 | $345.0K | 0.23% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,106 | $345.0K | 0.21% | 00.0% | Unchanged |
| First Command Bank | 2,061 | $345.0K | 0.06% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,105 | $344.0K | 0.14% | −158−7.0% | Reduced |
| Parsons Capital Management Inc | 2,105 | $344.0K | 0.02% | −124−5.6% | Reduced |
| Cape Ann Savings Bank | 2,100 | $344.0K | 0.21% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,098 | $343.0K | 0.05% | −87−4.0% | Reduced |
| Delta Investment Management, LLC | 2,095 | $343.0K | 0.10% | 00.0% | Unchanged |
| Quest Capital Management Inc | 2,090 | $342.0K | 0.06% | −386−15.6% | Reduced |
| Bridgefront Capital, LLC | 2,079 | $340.0K | 0.33% | +2,079 | New |
| Advisor OS, LLC | 2,075 | $339.0K | 0.07% | −201−8.8% | Reduced |
| ASB Consultores, LLC | 2,075 | $339.0K | 0.17% | +2,075 | New |
| First Command Financial Services, Inc. | 2,061 | $337.0K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,057 | $337.0K | 0.04% | +4+0.2% | Added |
| Pacitti Group Inc. | 2,052 | $336.0K | 0.22% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 2,051 | $336.0K | 0.04% | +3+0.1% | Added |
| Krilogy Financial LLC | 2,052 | $336.0K | 0.03% | +2,052 | New |
| Greylin Investment Mangement Inc | 2,050 | $335.0K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,050 | $335.0K | 0.05% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,041 | $334.0K | 0.08% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 2,044 | $334.0K | 0.27% | +2,044 | New |
| Triumph Capital Management | 2,036 | $333.0K | 0.14% | +2,036 | New |
| Wedmont Private Capital | 1,922 | $333.0K | 0.10% | +1,922 | New |
| Great Valley Advisor Group, Inc. | 2,019 | $331.0K | 0.02% | −30−1.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,022 | $331.0K | 0.16% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,016 | $330.0K | 0.02% | −170−7.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,015 | $330.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,018 | $330.0K | 0.05% | +5+0.2% | Added |
| Private Capital Management LLC | 2,016 | $330.0K | 0.11% | +103+5.4% | Added |
| Bluefin Capital Management, LLC | 2,000 | $327.0K | 0.03% | −300−13.0% | Reduced |
| Physicians Financial Services, Inc. | 2,000 | $327.0K | 0.12% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $327.0K | 0.06% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $327.0K | 0.26% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 2,000 | $327.0K | 0.12% | +150+8.1% | Added |
| Integrated Advisors Network LLC | 1,989 | $325.0K | 0.02% | +153+8.3% | Added |
| Strategic Blueprint, LLC | 1,988 | $325.0K | 0.04% | +315+18.8% | Added |
| Archford Capital Strategies, LLC | 1,978 | $324.0K | 0.07% | +99+5.3% | Added |
| GW Henssler & Associates Ltd | 1,979 | $324.0K | 0.02% | +1,979 | New |
| Cahill Financial Advisors Inc | 1,976 | $323.0K | 0.06% | +1+0.1% | Added |
| First National Bank | 1,972 | $323.0K | 0.28% | +109+5.9% | Added |
| Davis R M Inc | 1,962 | $321.0K | 0.01% | −44−2.2% | Reduced |
| Allred Capital Management, LLC | 1,967 | $321.0K | 0.16% | −8−0.4% | Reduced |
| Marino, Stram & Associates LLC | 1,957 | $320.0K | 0.10% | +88+4.7% | Added |
| Davidson Trust Co | 1,948 | $319.0K | 0.22% | 00.0% | Unchanged |
| Ferris Capital, LLC | 1,945 | $318.0K | 0.07% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,941 | $318.0K | 0.00% | −132−6.4% | Reduced |
| Titus Wealth Management | 1,945 | $318.0K | 0.14% | +7+0.4% | Added |
| Reilly Financial Advisors, LLC | 1,943 | $318.0K | 0.02% | +108+5.9% | Added |
| Dearborn Partners LLC | 1,935 | $317.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,929 | $316.0K | 0.04% | −5,101−72.6% | Reduced |
| BNC Wealth Management, LLC | 1,931 | $316.0K | 0.15% | −4,929−71.9% | Reduced |
| Independent Family Office, LLC | 1,932 | $316.0K | 0.12% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 1,931 | $316.0K | 0.03% | +1,931 | New |
| Washington Trust Bank | 1,927 | $315.0K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,919 | $314.0K | 0.01% | −466−19.5% | Reduced |
| Windsor Capital Management, LLC | 1,899 | $310.0K | 0.09% | +1+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 1,896 | $310.0K | 0.15% | +150+8.6% | Added |
| Industrial Alliance Investment Management Inc. | 1,891 | $309.0K | 0.01% | +1,891 | New |
| Childress Capital Advisors, LLC | 1,880 | $308.0K | 0.13% | −804−30.0% | Reduced |
| Verity & Verity, LLC | 1,874 | $307.0K | 0.04% | +250+15.4% | Added |
| Brown, Lisle/Cummings, Inc. | 1,875 | $306.8K | 0.15% | +1,875 | New |
| Financial Advocates Investment Management | 1,871 | $306.0K | 0.02% | −166−8.1% | Reduced |
| Resolute Financial, LLC | 1,868 | $306.0K | 0.23% | +1,868 | New |
| Ashton Thomas Private Wealth, LLC | 1,869 | $305.8K | 0.03% | +1,869 | New |
| Continuum Advisory, LLC | 1,866 | $305.0K | 0.07% | −26−1.4% | Reduced |
| Washington Capital Management Inc | 1,862 | $304.6K | 0.25% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,857 | $304.0K | 0.08% | −1,500−44.7% | Reduced |
| Thoroughbred Financial Services, LLC | 1,863 | $304.0K | 0.06% | +325+21.1% | Added |
| Sax Wealth Advisors, LLC | 1,861 | $304.0K | 0.06% | +1,861 | New |
| Hallmark Capital Management Inc | 1,855 | $303.0K | 0.02% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,842 | $301.0K | 0.03% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,835 | $300.0K | 0.06% | −30−1.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,833 | $300.0K | 0.02% | −26−1.4% | Reduced |
| Wolff Wiese Magana LLC | 1,832 | $300.0K | 0.19% | +12+0.7% | Added |
| BTC Capital Management, Inc. | 1,829 | $299.0K | 0.03% | +400+28.0% | Added |
| Brookfield Asset Management Inc. | 1,821 | $298.0K | 0.00% | +1,821 | New |
| Snowden Capital Advisors LLC | 1,821 | $297.0K | 0.02% | −519−22.2% | Reduced |
| KCS Wealth Advisory | 1,817 | $297.0K | 0.12% | −10−0.5% | Reduced |
| Trellis Advisors, LLC | 1,817 | $297.0K | 0.14% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,814 | $297.0K | 0.12% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,810 | $296.0K | 0.04% | +47+2.7% | Added |
| Northside Capital Management, LLC | 1,805 | $295.0K | 0.08% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,804 | $295.0K | 0.43% | +1,804 | New |
| Perennial Investment Advisors, LLC | 1,793 | $294.0K | 0.09% | −99−5.2% | Reduced |
| City Holding Co | 1,510 | $294.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,788 | $293.0K | 0.02% | +99+5.9% | Added |