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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 33,874 | $5.54M | 0.08% | +26+0.1% | Added |
| Banque Cantonale Vaudoise | 33,380 | $5.46M | 0.21% | +500+1.5% | Added |
| E. Ohman J:or Asset Management AB | 33,100 | $5.42M | 0.16% | +2,200+7.1% | Added |
| Campbell Capital Management Inc | 32,935 | $5.39M | 2.22% | +17,355+111.4% | Added |
| Choate Investment Advisors | 32,817 | $5.37M | 0.31% | +1,480+4.7% | Added |
| Pacer Advisors, Inc. | 32,616 | $5.34M | 0.05% | −8,678−21.0% | Reduced |
| Pavion Blue Capital, LLC | 32,145 | $5.26M | 3.05% | −245−0.8% | Reduced |
| Rodgers Brothers Inc. | 32,117 | $5.25M | 0.94% | +238+0.7% | Added |
| Andra AP-fonden | 32,000 | $5.24M | 0.11% | −1,600−4.8% | Reduced |
| First Hawaiian Bank | 31,990 | $5.23M | 0.15% | +7,389+30.0% | Added |
| Oppenheimer Asset Management Inc. | 31,726 | $5.19M | 0.07% | −775−2.4% | Reduced |
| Pacific Global Investment Management CO | 31,655 | $5.18M | 0.96% | +479+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 31,520 | $5.16M | 0.10% | −730−2.3% | Reduced |
| GFS Advisors, LLC | 31,495 | $5.15M | 0.85% | +2,350+8.1% | Added |
| Mirova | 30,817 | $5.04M | 0.60% | +9,087+41.8% | Added |
| AMG National Trust Bank | 30,596 | $5.00M | 0.15% | −1,149−3.6% | Reduced |
| Asset Dedication, LLC | 30,641 | $5.00M | 0.60% | +2,750+9.9% | Added |
| Group One Trading, L.P. | 30,453 | $4.98M | 0.09% | −89,874−74.7% | Reduced |
| Federated Hermes, Inc. | 30,428 | $4.98M | 0.01% | +25,275+490.5% | Added |
| Goelzer Investment Management, Inc. | 30,199 | $4.94M | 0.40% | −222−0.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 30,135 | $4.93M | 1.20% | +1,362+4.7% | Added |
| Synovus Financial Corp | 30,003 | $4.91M | 0.05% | +397+1.3% | Added |
| Freestone Capital Holdings, LLC | 29,922 | $4.89M | 0.21% | +1,822+6.5% | Added |
| Cetera Advisor Networks LLC | 29,546 | $4.83M | 0.06% | +55+0.2% | Added |
| First National Trust Co | 29,306 | $4.79M | 0.25% | +1,566+5.6% | Added |
| 6 Meridian | 29,048 | $4.75M | 0.35% | −493−1.7% | Reduced |
| AlphaCrest Capital Management LLC | 29,043 | $4.75M | 0.18% | +19,045+190.5% | Added |
| Adalta Capital Management LLC | 29,020 | $4.75M | 2.19% | 00.0% | Unchanged |
| JustInvest LLC | 29,019 | $4.75M | 0.28% | +12,193+72.5% | Added |
| Connable Office Inc | 28,950 | $4.74M | 0.60% | −414−1.4% | Reduced |
| Front Barnett Associates LLC | 28,903 | $4.73M | 0.44% | −145−0.5% | Reduced |
| Hendershot Investments Inc. | 28,630 | $4.68M | 0.71% | −800−2.7% | Reduced |
| Richard Bernstein Advisors LLC | 28,539 | $4.67M | 0.09% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 28,522 | $4.67M | 0.95% | +607+2.2% | Added |
| RPG Investment Advisory, LLC | 28,433 | $4.65M | 0.72% | +23+0.1% | Added |
| Avitas Wealth Management LLC | 28,300 | $4.63M | 0.78% | +437+1.6% | Added |
| Univest Financial Corp | 28,240 | $4.62M | 1.18% | −390−1.4% | Reduced |
| PFS Investments Inc. | 28,014 | $4.58M | 0.09% | +2,586+10.2% | Added |
| Trexquant Investment LP | 27,923 | $4.57M | 0.28% | +27,923 | New |
| Trust Co of Vermont | 27,856 | $4.56M | 0.29% | +695+2.6% | Added |
| Stratos Wealth Partners, LTD. | 27,696 | $4.53M | 0.10% | +1,035+3.9% | Added |
| Birmingham Capital Management Co Inc | 27,690 | $4.53M | 1.64% | −705−2.5% | Reduced |
| Clifford Capital Partners LLC | 27,688 | $4.53M | 3.38% | +4,929+21.7% | Added |
| First Interstate Bank | 27,657 | $4.52M | 0.44% | −36−0.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,428 | $4.49M | 0.49% | −959−3.4% | Reduced |
| Alyeska Investment Group, L.P. | 27,296 | $4.47M | 0.05% | +27,296 | New |
| Vident Investment Advisory, LLC | 27,268 | $4.46M | 0.12% | +1,424+5.5% | Added |
| Unison Asset Management LLC | 27,194 | $4.45M | 3.67% | 00.0% | Unchanged |
| Gladius Capital Management LP | 27,030 | $4.42M | 1.49% | +27,030 | New |
| Financial Partners Capital Management LLC | 26,953 | $4.41M | 0.78% | −475−1.7% | Reduced |
| Roundview Capital LLC | 26,924 | $4.41M | 0.44% | +125+0.5% | Added |
| Pine Ridge Advisers LLC | 26,500 | $4.33M | 1.19% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 26,310 | $4.30M | 0.23% | +26,310 | New |
| Blue Zone Wealth Advisors, LLC | 26,148 | $4.28M | 1.41% | −19−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,018 | $4.26M | 0.70% | +14,434+124.6% | Added |
| North Reef Capital Management LP | 26,000 | $4.25M | 1.96% | +26,000 | New |
| D.A. Davidson & Co. | 25,987 | $4.25M | 0.05% | −1,661−6.0% | Reduced |
| Prana Capital Management, LP | 25,885 | $4.24M | 0.33% | +25,885 | New |
| Bouvel Investment Partners, LLC | 25,879 | $4.23M | 2.37% | −94−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 25,866 | $4.23M | 1.41% | +746+3.0% | Added |
| HB Wealth Management, LLC | 25,753 | $4.21M | 0.08% | +25,753 | New |
| GDS Wealth Management | 25,651 | $4.20M | 0.94% | +25,651 | New |
| Jennison Associates LLC | 25,604 | $4.19M | 0.00% | −1,639−6.0% | Reduced |
| New England Asset Management Inc | 25,607 | $4.19M | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 25,527 | $4.18M | 0.12% | −1,138−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 25,419 | $4.16M | 0.11% | −5,373−17.4% | Reduced |
| Strategic Wealth Designers | 25,334 | $4.14M | 1.08% | +2,894+12.9% | Added |
| Bessemer Group Inc | 25,316 | $4.14M | 0.01% | +5,170+25.7% | Added |
| Credit Agricole S A | 25,244 | $4.13M | 0.14% | +8,214+48.2% | Added |
| Foster Group, Inc. | 25,190 | $4.12M | 0.36% | −79−0.3% | Reduced |
| Hancock Whitney Corp | 25,075 | $4.10M | 0.13% | −90−0.4% | Reduced |
| Bleichroeder LP | 25,000 | $4.09M | 0.64% | 00.0% | Unchanged |
| SRN Advisors, LLC | 24,920 | $4.08M | 1.46% | −1,612−6.1% | Reduced |
| Pathstone Family Office, LLC | 24,592 | $4.02M | 0.10% | −2,830−10.3% | Reduced |
| Wedbush Securities Inc | 24,451 | $4.00M | 0.17% | +560+2.3% | Added |
| Davy Global Fund Management Ltd | 24,245 | $3.97M | 0.61% | −1,687−6.5% | Reduced |
| Concentric Wealth Management, LLC | 24,230 | $3.96M | 1.12% | −355−1.4% | Reduced |
| Park National Corp | 24,162 | $3.95M | 0.15% | −2,887−10.7% | Reduced |
| Impax Asset Management Group plc | 24,140 | $3.95M | 0.01% | +472+2.0% | Added |
| Chicago Trust Co NA | 23,882 | $3.91M | 0.78% | −508−2.1% | Reduced |
| Independent Advisor Alliance | 23,727 | $3.88M | 0.19% | +1,203+5.3% | Added |
| Ceera Investments, LLC | 23,634 | $3.87M | 2.00% | −45−0.2% | Reduced |
| Hutner Capital Management Inc | 23,460 | $3.84M | 2.24% | −75−0.3% | Reduced |
| Altshuler Shaham Ltd | 23,421 | $3.83M | 0.08% | +24+0.1% | Added |
| Cresset Asset Management, LLC | 23,379 | $3.83M | 0.04% | −3,788−13.9% | Reduced |
| Cetera Investment Advisers | 23,324 | $3.82M | 0.05% | +48+0.2% | Added |
| Lavaca Capital LLC | 23,233 | $3.80M | 1.68% | +14,702+172.3% | Added |
| Advisor Partners LLC | 23,167 | $3.79M | 0.23% | −1,477−6.0% | Reduced |
| Verdence Capital Advisors LLC | 23,086 | $3.78M | 0.45% | +802+3.6% | Added |
| RBF Capital, LLC | 23,000 | $3.76M | 0.24% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 22,992 | $3.76M | 0.83% | −183−0.8% | Reduced |
| Castleark Management LLC | 22,975 | $3.76M | 0.14% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $3.76M | 0.38% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 22,900 | $3.75M | 0.02% | +59+0.3% | Added |
| Kingfisher Capital LLC | 22,781 | $3.73M | 0.86% | +1,136+5.2% | Added |
| Sumitomo Life Insurance Co | 22,640 | $3.70M | 0.09% | −715−3.1% | Reduced |
| Family Management Corp | 22,589 | $3.70M | 0.96% | +250+1.1% | Added |
| Modera Wealth Management, LLC | 22,524 | $3.69M | 0.14% | +8,561+61.3% | Added |
| Fiduciary Group LLC | 22,425 | $3.67M | 0.41% | −468−2.0% | Reduced |
| Grandfield & Dodd, LLC | 22,382 | $3.66M | 0.24% | −40.0% | Reduced |