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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1,512 | $293.0K | 0.05% | +1,512 | New |
| Lineweaver Wealth Advisors, LLC | 1,778 | $291.0K | 0.08% | −136−7.1% | Reduced |
| First Midwest Bank Trust Division | 1,773 | $290.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,771 | $290.0K | 0.07% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,775 | $290.0K | 0.04% | +10+0.6% | Added |
| FinTrust Capital Advisors, LLC | 1,763 | $288.0K | 0.07% | −207−10.5% | Reduced |
| Wealthquest Corp | 1,764 | $288.0K | 0.04% | −43−2.4% | Reduced |
| Zevenbergen Capital Investments LLC | 1,760 | $288.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,760 | $288.0K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,753 | $287.0K | 0.08% | −427−19.6% | Reduced |
| Magellan Asset Management Ltd | 1,751 | $286.0K | 0.00% | −286−14.0% | Reduced |
| Merit Financial Group, LLC | 1,746 | $286.0K | 0.03% | −231−11.7% | Reduced |
| Kelman-Lazarov, Inc. | 1,750 | $286.0K | 0.09% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,750 | $286.0K | 0.21% | +1,750 | New |
| Investors Research Corp | 1,728 | $283.0K | 0.09% | +15+0.9% | Added |
| Accel Wealth Management | 1,731 | $283.0K | 0.14% | +601+53.2% | Added |
| Traphagen Investment Advisors LLC | 1,728 | $282.7K | 0.05% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $282.0K | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,722 | $282.0K | 0.04% | +140+8.8% | Added |
| Adirondack Trust Co | 1,710 | $280.0K | 0.13% | −20−1.2% | Reduced |
| Foster & Motley Inc | 1,708 | $279.0K | 0.02% | +60+3.6% | Added |
| Nova R Wealth, Inc. | 1,708 | $279.0K | 0.23% | +1,708 | New |
| Sterling Investment Advisors, Ltd. | 1,700 | $278.0K | 0.08% | +200+13.3% | Added |
| Fagan Associates, Inc. | 1,700 | $278.0K | 0.05% | +240+16.4% | Added |
| JLB & Associates Inc | 1,704 | $278.0K | 0.04% | +1,704 | New |
| Sittner & Nelson, LLC | 1,688 | $276.0K | 0.16% | +2+0.1% | Added |
| Abacus Planning Group, Inc. | 1,682 | $275.0K | 0.07% | +199+13.4% | Added |
| Oxbow Advisors, LLC | 1,678 | $275.0K | 0.03% | +283+20.3% | Added |
| Michael B. Yongue | 1,675 | $274.0K | 0.18% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,676 | $274.0K | 0.02% | +384+29.7% | Added |
| PDS Planning, Inc | 1,666 | $273.0K | 0.05% | −29−1.7% | Reduced |
| Laird Norton Trust Company, LLC | 1,672 | $273.0K | 0.03% | 00.0% | Unchanged |
| CPWM, LLC | 1,630 | $273.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,711 | $272.0K | 0.06% | −10−0.6% | Reduced |
| Bahl & Gaynor Inc | 1,663 | $272.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,663 | $272.0K | 0.09% | 00.0% | Unchanged |
| LCNB Corp | 1,662 | $272.0K | 0.12% | +85+5.4% | Added |
| Port Capital LLC | 1,663 | $272.0K | 0.02% | +368+28.4% | Added |
| MEMBERS Trust Co | 1,657 | $271.0K | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,654 | $271.0K | 0.20% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,656 | $271.0K | 0.13% | +50+3.1% | Added |
| Skba Capital Management LLC | 1,650 | $270.0K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,642 | $269.0K | 0.04% | −3−0.2% | Reduced |
| Heritage Investment Group, Inc. | 1,642 | $269.0K | 0.21% | +1,642 | New |
| Quent Capital, LLC | 1,640 | $268.0K | 0.06% | +1,640 | New |
| Citizens National Bank Trust Department | 1,635 | $267.0K | 0.10% | −415−20.2% | Reduced |
| Arkadios Wealth Advisors | 1,629 | $267.0K | 0.04% | −282−14.8% | Reduced |
| Blue Fin Capital, Inc. | 1,637 | $267.0K | 0.07% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,630 | $267.0K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,636 | $267.0K | 0.04% | +5+0.3% | Added |
| Summit Global Investments | 1,634 | $267.0K | 0.02% | +34+2.1% | Added |
| Advisory Alpha, LLC | 1,623 | $266.0K | 0.02% | −762−31.9% | Reduced |
| Doman Group, LLC | 1,628 | $266.0K | 0.23% | +1,628 | New |
| Independent Solutions Wealth Management, LLC | 1,620 | $265.0K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,618 | $265.0K | 0.02% | −47−2.8% | Reduced |
| Smith, Moore & Co. | 1,617 | $265.0K | 0.04% | +105+6.9% | Added |
| SFMG, LLC | 1,611 | $264.0K | 0.03% | +3+0.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,612 | $264.0K | 0.08% | +195+13.8% | Added |
| Bouchey Financial Group Ltd | 1,608 | $263.0K | 0.04% | +1,608 | New |
| Probity Advisors, Inc. | 1,603 | $262.0K | 0.05% | −197−10.9% | Reduced |
| Capital Asset Advisory Services LLC | 1,599 | $262.0K | 0.03% | −143−8.2% | Reduced |
| Optimum Investment Advisors | 1,600 | $262.0K | 0.10% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $262.0K | 0.07% | 00.0% | Unchanged |
| Truehand, Inc | 1,600 | $262.0K | 0.15% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $262.0K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 1,600 | $262.0K | 0.01% | +1,600 | New |
| Corrigan Financial, Inc. | 1,600 | $261.8K | 0.08% | +1+0.1% | Added |
| Convergence Investment Partners, LLC | 1,593 | $261.0K | 0.13% | −65−3.9% | Reduced |
| Baker Boyer National Bank | 1,593 | $261.0K | 0.12% | +1,593 | New |
| Reliant Investment Management, LLC | 1,586 | $259.0K | 0.11% | −545−25.6% | Reduced |
| Financial Architects, Inc | 1,576 | $258.0K | 0.03% | −48−3.0% | Reduced |
| Hall Laurie J Trustee | 1,579 | $258.0K | 0.09% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $258.0K | 0.10% | 00.0% | Unchanged |
| United Bank | 1,575 | $258.0K | 0.03% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,574 | $258.0K | 0.16% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,569 | $257.0K | 0.05% | −20−1.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,565 | $256.0K | 0.05% | +65+4.3% | Added |
| Schubert & Co | 1,562 | $256.0K | 0.26% | +1,562 | New |
| StoneX Group Inc. | 1,558 | $254.8K | 0.03% | +1,558 | New |
| All Season Financial Advisors, Inc. | 1,545 | $253.0K | 0.18% | −2,144−58.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,550 | $253.0K | 0.12% | +1,550 | New |
| Waterfront Wealth Inc. | 1,539 | $252.0K | 0.10% | +1,539 | New |
| Armstrong Shaw Associates Inc | 1,534 | $251.0K | 0.20% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,529 | $250.0K | 0.05% | −279−15.4% | Reduced |
| CWA Asset Management Group, LLC | 1,526 | $250.0K | 0.02% | −28−1.8% | Reduced |
| Wimmer Associates 1, LLC | 1,530 | $250.0K | 0.13% | −10−0.6% | Reduced |
| Solitude Financial Services | 1,531 | $250.0K | 0.17% | −1−0.1% | Reduced |
| Lafayette Investments, Inc. | 1,524 | $249.0K | 0.06% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,525 | $249.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 1,523 | $249.0K | 0.07% | +1,316+635.7% | Added |
| Comerica Securities,inc. | 1,508 | $247.0K | 0.02% | +21+1.4% | Added |
| Main Street Financial Solutions, LLC | 1,512 | $247.0K | 0.03% | +1,512 | New |
| Trust Co of Virginia | 1,508 | $246.0K | 0.02% | −32−2.1% | Reduced |
| Bellevue Group AG | 1,500 | $245.0K | 0.00% | −1,100−42.3% | Reduced |
| Professional Advisory Services Inc | 1,500 | $245.0K | 0.03% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $245.0K | 0.11% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,500 | $245.0K | 0.05% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,500 | $245.0K | 0.11% | +1,500 | New |
| Norris Financial Group, LLC | 1,493 | $244.3K | 0.15% | +1,493 | New |
| Intrust Bank NA | 1,492 | $244.0K | 0.03% | 00.0% | Unchanged |