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 |
|---|---|---|---|---|---|
| Merriman Wealth Management, LLC | 1,490 | $244.0K | 0.02% | +1,490 | New |
| Delta Asset Management LLC | 1,486 | $243.0K | 0.02% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,485 | $243.0K | 0.03% | +2+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,480 | $242.0K | 0.01% | −198−11.8% | Reduced |
| Mason & Associates Inc | 1,475 | $241.0K | 0.07% | +1,475 | New |
| G&S Capital LLC | 1,465 | $240.0K | 0.12% | +44+3.1% | Added |
| Peterson Wealth Services | 1,460 | $239.0K | 0.16% | +1,460 | New |
| Warren Averett Asset Management, LLC | 1,243 | $238.0K | 0.02% | −299−19.4% | Reduced |
| Autus Asset Management, LLC | 1,450 | $237.0K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,448 | $237.0K | 0.10% | +201+16.1% | Added |
| East Coast Asset Management, LLC. | 1,442 | $236.0K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,443 | $236.0K | 0.01% | +1,443 | New |
| Kolinsky Wealth Management, LLC | 1,445 | $236.0K | 0.22% | +1,445 | New |
| Enterprise Financial Services Corp | 1,438 | $235.0K | 0.04% | −2,511−63.6% | Reduced |
| Mayfair Advisory Group, LLC | 1,367 | $235.0K | 0.31% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,389 | $234.0K | 0.17% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,431 | $234.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,432 | $234.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 1,430 | $234.0K | 0.14% | +1,430 | New |
| Eagle Harbor Asset Management Inc | 1,415 | $231.5K | 0.31% | +1,415 | New |
| Fairfield, Bush & Co. | 1,410 | $231.0K | 0.11% | −10,150−87.8% | Reduced |
| Lindbrook Capital, LLC | 1,413 | $231.0K | 0.04% | +407+40.5% | Added |
| Tortoise Investment Management, LLC | 1,405 | $230.0K | 0.04% | −30−2.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,397 | $229.0K | 0.05% | −122−8.0% | Reduced |
| Middleton & Co Inc | 1,400 | $229.0K | 0.02% | −50−3.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $229.0K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,400 | $229.0K | 0.21% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,399 | $229.0K | 0.10% | +1,399 | New |
| Amplius Wealth Advisors, LLC | 1,402 | $229.0K | 0.03% | +1,402 | New |
| Centric Wealth Management | 1,394 | $228.0K | 0.08% | −150−9.7% | Reduced |
| Johanson Financial Advisors, Inc. | 1,391 | $228.0K | 0.07% | +153+12.4% | Added |
| E Fund Management Co., Ltd. | 1,387 | $227.0K | 0.01% | −27−1.9% | Reduced |
| Greenwich Wealth Management LLC | 1,388 | $227.0K | 0.02% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,386 | $227.0K | 0.06% | +99+7.7% | Added |
| Clear Perspective Advisors, LLC | 1,388 | $227.0K | 0.07% | +1,388 | New |
| Independence Bank of Kentucky | 1,380 | $226.0K | 0.09% | −75−5.2% | Reduced |
| FourThought Financial, LLC | 1,382 | $226.0K | 0.03% | +877+173.7% | Added |
| Providence Capital Advisors, LLC | 1,377 | $225.0K | 0.06% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,375 | $225.0K | 0.01% | 00.0% | Unchanged |
| James Hambro & Partners | 1,373 | $225.0K | 0.02% | +1,373 | New |
| Lebenthal Global Advisors, LLC | 1,381 | $225.0K | 0.09% | +1,381 | New |
| Enlightenment Research, LLC | 1,368 | $224.0K | 0.32% | −4,032−74.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,368 | $224.0K | 0.06% | −3−0.2% | Reduced |
| Berger Financial Group, Inc | 1,367 | $224.0K | 0.03% | +122+9.8% | Added |
| Concord Wealth Partners | 1,367 | $224.0K | 0.05% | +675+97.5% | Added |
| Wulff, Hansen & Co. | 1,371 | $224.0K | 0.19% | +1,371 | New |
| Legacy Private Trust Co. | 1,365 | $223.0K | 0.02% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,356 | $222.0K | 0.07% | −40−2.9% | Reduced |
| Sentinel Trust Co Lba | 1,355 | $222.0K | 0.03% | +1+0.1% | Added |
| Burns J W & Co Inc | 1,353 | $221.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,269 | $221.0K | 0.01% | +1,269 | New |
| Zions Bancorporation, N.A. | 1,346 | $220.0K | 0.02% | +58+4.5% | Added |
| Transcend Wealth Collective, LLC | 1,343 | $220.0K | 0.02% | +156+13.1% | Added |
| Calton & Associates, Inc. | 1,343 | $219.0K | 0.06% | −236−14.9% | Reduced |
| MBA Advisors LLC | 1,337 | $219.0K | 0.14% | −20−1.5% | Reduced |
| RTD Financial Advisors, Inc. | 1,330 | $218.0K | 0.03% | +1,330 | New |
| PBMares Wealth Management LLC | 1,329 | $217.0K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,318 | $216.0K | 0.06% | −2−0.2% | Reduced |
| Koss-Olinger Consulting, LLC | 1,319 | $216.0K | 0.03% | +17+1.3% | Added |
| Summit Asset Management, LLC | 1,315 | $215.0K | 0.06% | +45+3.5% | Added |
| Rollins Financial | 1,310 | $214.0K | 0.06% | +1,310 | New |
| MV Capital Management, Inc. | 1,305 | $213.0K | 0.03% | +3+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,303 | $213.0K | 0.06% | +1,303 | New |
| Alan B. Lancz & Associates, Inc. | 1,300 | $213.0K | 0.19% | +1,300 | New |
| Mystic Asset Management, Inc. | 1,305 | $213.0K | 0.10% | +1,305 | New |
| Libra Wealth LLC | 1,300 | $213.0K | 0.14% | +1,300 | New |
| Almanack Investment Partners, LLC. | 1,297 | $212.0K | 0.02% | +28+2.2% | Added |
| Paradigm Financial Advisors, LLC | 1,285 | $210.0K | 0.05% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,273 | $208.0K | 0.06% | −81−6.0% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $208.0K | 0.08% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,270 | $208.0K | 0.05% | +4+0.3% | Added |
| Chesapeake Wealth Management | 1,265 | $207.0K | 0.07% | −240−15.9% | Reduced |
| Wedge Capital Management L L P | 1,263 | $207.0K | 0.00% | −32−2.5% | Reduced |
| Motco | 1,270 | $207.0K | 0.01% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,265 | $207.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,268 | $207.0K | 0.02% | +163+14.8% | Added |
| Signature Estate & Investment Advisors LLC | 1,256 | $206.0K | 0.01% | −2−0.2% | Reduced |
| Forte Capital LLC | 1,262 | $206.0K | 0.03% | +1,262 | New |
| Jenkins Wealth | 1,069 | $206.0K | 0.08% | +1,069 | New |
| PRW Wealth Management LLC | 1,255 | $206.0K | 0.10% | +1,255 | New |
| Highview Capital Management LLC | 1,257 | $206.0K | 0.13% | +1,257 | New |
| Halbert Hargrove Global Advisors, LLC | 1,254 | $205.0K | 0.01% | −67−5.1% | Reduced |
| Cozad Asset Management Inc | 1,250 | $204.0K | 0.03% | −200−13.8% | Reduced |
| E&G Advisors, LP | 1,250 | $204.0K | 0.05% | −100−7.4% | Reduced |
| Lake Street Financial LLC | 1,248 | $204.0K | 0.04% | +1,248 | New |
| Lockerman Financial Group, Inc. | 1,250 | $204.0K | 0.53% | +1,250 | New |
| Southeast Asset Advisors Inc. | 1,243 | $203.0K | 0.03% | −4−0.3% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $203.0K | 0.13% | 00.0% | Unchanged |
| Castellan Group, LLC | 1,240 | $203.0K | 0.14% | +1,240 | New |
| Deuterium Capital Management, LLC | 1,240 | $203.0K | 0.30% | +1,240 | New |
| Long Road Investment Counsel, LLC | 1,233 | $202.0K | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 1,233 | $202.0K | 0.02% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 1,227 | $201.0K | 0.13% | −287−19.0% | Reduced |
| Encompass Wealth Advisors, LLC | 1,230 | $201.0K | 0.05% | +1,230 | New |
| JFS Wealth Advisors, LLC | 1,198 | $196.0K | 0.02% | +58+5.1% | Added |
| Valley National Advisers Inc | 1,171 | $192.0K | 0.04% | +22+1.9% | Added |
| SRS Capital Advisors, Inc. | 1,175 | $192.0K | 0.02% | +37+3.3% | Added |
| State of Wyoming | 1,164 | $190.0K | 0.09% | −8−0.7% | Reduced |
| CNB Bank | 1,163 | $190.0K | 0.10% | 00.0% | Unchanged |
| Tobam | 1,142 | $187.0K | 0.01% | +300+35.6% | Added |