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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1,139 | $186.0K | 0.05% | +915+408.5% | Added |
| Beaird Harris Wealth Management, LLC | 1,102 | $180.0K | 0.07% | +1,102 | New |
| Norway Savings Bank | 1,078 | $176.0K | 0.08% | −20−1.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,068 | $175.0K | 0.03% | +977+1,073.6% | Added |
| Truvestments Capital LLC | 1,056 | $173.0K | 0.09% | +1+0.1% | Added |
| Key Financial Inc | 1,040 | $170.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,031 | $169.0K | 0.05% | +332+47.5% | Added |
| Global Financial Private Client, LLC | 1,014 | $165.9K | 0.08% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,002 | $164.0K | 0.03% | −13−1.3% | Reduced |
| Legacy Bridge, LLC | 1,000 | $164.0K | 0.09% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $164.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $164.0K | 0.09% | 00.0% | Unchanged |
| Crewe Advisors LLC | 976 | $160.0K | 0.03% | +750+331.9% | Added |
| Global Trust Asset Management, LLC | 960 | $157.0K | 0.06% | −489−33.7% | Reduced |
| Surevest, LLC | 933 | $153.0K | 0.04% | +933 | New |
| LeJeune Puetz Investment Counsel LLC | 915 | $150.0K | 0.05% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 894 | $146.0K | 0.02% | +29+3.4% | Added |
| West Branch Capital LLC | 884 | $145.0K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 862 | $141.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 866 | $141.0K | 0.04% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 849 | $139.0K | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 849 | $139.0K | 0.00% | +55+6.9% | Added |
| Marshall Wace, LLP | 826 | $136.0K | 0.00% | −57,552−98.6% | Reduced |
| O'Dell Group, LLC | 811 | $133.0K | 0.04% | +2+0.2% | Added |
| Ancora Advisors, LLC | 813 | $133.0K | 0.00% | +16+2.0% | Added |
| Wagner Wealth Management, LLC | 814 | $133.0K | 0.10% | +152+23.0% | Added |
| First Financial Corp | 795 | $130.0K | 0.08% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 785 | $128.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 764 | $125.0K | 0.01% | −9−1.2% | Reduced |
| Signet Financial Management, LLC | 753 | $123.0K | 0.02% | +753 | New |
| Archer Investment Corp | 750 | $122.7K | 0.04% | −150−16.7% | Reduced |
| Kelly Financial Services LLC | 748 | $122.4K | 0.06% | +18+2.5% | Added |
| First Community Trust NA | 747 | $122.2K | 0.10% | +747 | New |
| Versant Capital Management, Inc | 739 | $121.0K | 0.04% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 736 | $120.0K | 0.05% | +94+14.6% | Added |
| Endurance Wealth Management, Inc. | 725 | $119.0K | 0.01% | −50−6.5% | Reduced |
| Johnson Financial Group, Inc. | 720 | $118.0K | 0.01% | −473−39.6% | Reduced |
| BerganKDV Wealth Management, LLC | 720 | $118.0K | 0.01% | −96−11.8% | Reduced |
| Baron Financial Group, LLC | 721 | $118.0K | 0.07% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 714 | $117.0K | 0.01% | +20+2.9% | Added |
| Bollard Group LLC | 702 | $115.0K | 0.00% | +2+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $113.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 687 | $112.0K | 0.03% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 675 | $110.0K | 0.05% | +675 | New |
| Logan Capital Management Inc | 665 | $109.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 658 | $108.0K | 0.03% | +87+15.2% | Added |
| Jones Financial Companies LLLP | 633 | $104.0K | 0.00% | +40+6.7% | Added |
| Tradewinds Capital Management, LLC | 633 | $103.0K | 0.02% | +1+0.2% | Added |
| Savior LLC | 624 | $102.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 619 | $101.0K | 0.02% | −174−21.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 610 | $100.0K | 0.00% | +161+35.9% | Added |
| Orion Capital Management LLC | 600 | $98.0K | 0.06% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 600 | $98.0K | 0.06% | +600 | New |
| TFC Financial Management | 591 | $97.0K | 0.03% | −600−50.4% | Reduced |
| Fortis Advisors, LLC | 588 | $96.0K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 587 | $96.0K | 0.05% | +587 | New |
| Lumature Wealth Partners, LLC | 579 | $95.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 575 | $94.1K | 0.03% | −42−6.8% | Reduced |
| Sycomore Asset Management | 571 | $94.0K | 0.01% | −48,729−98.8% | Reduced |
| American State Bank (Iowa) | 570 | $93.3K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 565 | $92.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $92.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 558 | $91.0K | 0.02% | −173−23.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 485 | $91.0K | 0.04% | +24+5.2% | Added |
| Carmichael Hill & Associates, Inc. | 532 | $87.0K | 0.04% | +25+4.9% | Added |
| Riggs Asset Managment Co. Inc. | 525 | $86.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 528 | $86.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 520 | $85.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 522 | $85.0K | 0.03% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 522 | $85.0K | 0.03% | +522 | New |
| Sandy Cove Advisors, LLC | 517 | $85.0K | 0.07% | +517 | New |
| Baystate Wealth Management LLC | 511 | $84.0K | 0.01% | −8−1.5% | Reduced |
| Pittenger & Anderson Inc | 500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $82.0K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $82.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 493 | $81.0K | 0.02% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 484 | $79.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 468 | $77.0K | 0.03% | −50−9.7% | Reduced |
| Harvest Fund Management Co., Ltd | 473 | $77.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 466 | $76.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 462 | $76.0K | 0.05% | +462 | New |
| Sirios Capital Management L P | 456 | $75.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 455 | $74.4K | 0.02% | +18+4.1% | Added |
| Pinnacle Bancorp, Inc. | 440 | $72.0K | 0.03% | −80−15.4% | Reduced |
| CKW Financial Group | 400 | $70.0K | 0.01% | −290−42.0% | Reduced |
| Investmark Advisory Group LLC | 413 | $67.0K | 0.06% | +413 | New |
| Newbridge Financial Services Group, Inc. | 401 | $66.0K | 0.03% | +200+99.5% | Added |
| Boit C F David | 400 | $65.0K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $65.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 394 | $65.0K | 0.02% | +1+0.3% | Added |
| Edge Wealth Management LLC | 387 | $63.0K | 0.01% | +1+0.3% | Added |
| EverSource Wealth Advisors, LLC | 384 | $63.0K | 0.02% | +384 | New |
| Ironwood Wealth Management, Inc. | 377 | $62.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 375 | $61.0K | 0.03% | −375−50.0% | Reduced |
| Creative Financial Designs Inc | 372 | $61.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 366 | $60.0K | 0.01% | −100−21.5% | Reduced |
| Tacita Capital Inc | 360 | $59.0K | 0.03% | +260+260.0% | Added |
| Old North State Trust, LLC | 355 | $58.0K | 0.04% | +345+3,450.0% | Added |
| Equitec Proprietary Markets, LLC | 355 | $58.0K | 0.03% | +355 | New |
| Northwest Investment Counselors, LLC | 341 | $56.0K | 0.01% | +341 | New |