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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; 3,021 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.

Institutional holdersQ4 2021: 2,005 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ4 2021: $106.1B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2021.

Institutions holding AXP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Wealth Advisors, LLC0$00.00%−61−100.0%Sold out
Albion Financial Group0$00.00%−9−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−15−100.0%Sold out
Red Tortoise LLC0$00.00%−15−100.0%Sold out
Cordant, Inc.0$00.00%−6−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−1−100.0%Sold out
NorthCoast Asset Management LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Marshall Wace North America L.P.––––Not filed
BBVA USA––––Not filed
Mercer Capital Advisers, Inc.––––Not filed
Rinet Co LLC––––Not filed
Homrich & Berg––––Not filed
HighPoint Advisor Group LLC––––Not filed
Eudaimonia Partners, LLC––––Not filed
Old Dominion Capital Management Inc––––Not filed
World Asset Management Inc––––Not filed
First Mercantile Trust Co––––Not filed
TIAA Kaspick, LLC––––Not filed
Mid Atlantic Financial Management Inc––––Not filed
Ameritas Investment Company, LLC––––Not filed
Derby & Company, Inc––––Not filed
Optimal Asset Management, Inc.––––Not filed
Security National Trust Co––––Not filed
Green Harvest Asset Management LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed
Covenant Multifamily Offices, LLC––––Not filed
Farr Miller & Washington LLC––––Not filed
Granite Investment Advisors, LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Qci Asset Management Inc––––Not filed
Cardan Capital Partners, LLC––––Not filed
Psagot Investment House Ltd.––––Not filed
Wealth Quarterback LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Sonora Investment Management, LLC––––Not filed