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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 22,713 | $3.66M | 0.02% | −22,957−50.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,312 | $3.65M | 0.16% | −189−0.8% | Reduced |
| Venture Visionary Partners LLC | 22,288 | $3.65M | 0.24% | −144−0.6% | Reduced |
| Moody National Bank Trust Division | 22,243 | $3.64M | 0.11% | −97,099−81.4% | Reduced |
| Covington Capital Management | 22,028 | $3.60M | 0.12% | −69−0.3% | Reduced |
| Chartwell Investment Partners, LLC | 21,989 | $3.60M | 0.10% | −9,251−29.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21,630 | $3.54M | 0.14% | +155+0.7% | Added |
| Tdam USA Inc. | 21,499 | $3.52M | 0.22% | −13−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 21,493 | $3.52M | 0.67% | +2,036+10.5% | Added |
| Boston Private Wealth LLC | 21,321 | $3.49M | 0.06% | −2,173−9.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 21,260 | $3.48M | 1.09% | −648−3.0% | Reduced |
| Wellington Shields Capital Management, LLC | 21,243 | $3.48M | 0.44% | +4,070+23.7% | Added |
| Kathleen S. Wright Associates Inc. | 21,222 | $3.47M | 2.55% | +21,222 | New |
| BancorpSouth Bank | 21,215 | $3.47M | 0.43% | +539+2.6% | Added |
| Lakeview Capital Partners, LLC | 21,092 | $3.45M | 2.02% | −514−2.4% | Reduced |
| Chase Investment Counsel Corp | 20,981 | $3.43M | 1.38% | −24−0.1% | Reduced |
| Cinctive Capital Management LP | 20,974 | $3.43M | 0.16% | −18,369−46.7% | Reduced |
| GWM Advisors LLC | 20,889 | $3.42M | 0.05% | +13,448+180.7% | Added |
| Scotia Capital Inc. | 20,860 | $3.41M | 0.02% | −3,234−13.4% | Reduced |
| DCM Advisors, LLC | 20,861 | $3.41M | 1.01% | +7,168+52.3% | Added |
| Haverford Trust Co | 20,855 | $3.41M | 0.04% | −1,082−4.9% | Reduced |
| Regentatlantic Capital LLC | 20,827 | $3.41M | 0.10% | +749+3.7% | Added |
| Cullen Capital Management LLC | 20,800 | $3.40M | 0.03% | +844+4.2% | Added |
| Lincoln National Corp | 20,791 | $3.40M | 0.07% | −33−0.2% | Reduced |
| Stevens Capital Management LP | 20,733 | $3.39M | 0.78% | +13,950+205.7% | Added |
| Bell & Brown Wealth Advisors, LLC | 17,122 | $3.37M | 1.63% | +311+1.8% | Added |
| Fundamentun, LLC | 20,618 | $3.37M | 0.53% | +760+3.8% | Added |
| Eqis Capital Management, Inc. | 20,556 | $3.36M | 0.25% | −49−0.2% | Reduced |
| QV Investors Inc. | 20,310 | $3.32M | 0.23% | −35,654−63.7% | Reduced |
| Intrinsic Value Partners, LLC | 20,258 | $3.31M | 3.53% | +20,258 | New |
| Wetherby Asset Management Inc | 20,230 | $3.31M | 0.19% | +116+0.6% | Added |
| Raymond James Trust N.A. | 20,224 | $3.31M | 0.10% | −540−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,156 | $3.30M | 0.06% | −2,349−10.4% | Reduced |
| Americana Partners, LLC | 20,127 | $3.29M | 0.60% | +3,615+21.9% | Added |
| Stonnington Group, LLC | 18,741 | $3.29M | 0.71% | +235+1.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $3.27M | 1.40% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 19,913 | $3.26M | 0.84% | +19,913 | New |
| Azimuth Capital Management LLC | 19,859 | $3.25M | 0.13% | −3,127−13.6% | Reduced |
| River & Mercantile Asset Management LLP | 19,799 | $3.24M | 0.25% | −335−1.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 19,794 | $3.24M | 0.02% | +5,844+41.9% | Added |
| Varma Mutual Pension Insurance Co | 19,735 | $3.23M | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,636 | $3.21M | 0.15% | +235+1.2% | Added |
| Ropes Wealth Advisors LLC | 19,599 | $3.21M | 0.56% | +55+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,530 | $3.19M | 0.26% | −81−0.4% | Reduced |
| RNC Capital Management LLC | 19,481 | $3.19M | 0.16% | +332+1.7% | Added |
| Pinkerton Retirement Specialists, LLC | 19,468 | $3.19M | 0.56% | +473+2.5% | Added |
| Advisory Services Network, LLC | 19,445 | $3.18M | 0.09% | +3,787+24.2% | Added |
| Ethic Inc. | 19,431 | $3.18M | 0.25% | +1,733+9.8% | Added |
| Vestmark Advisory Solutions, Inc. | 19,253 | $3.15M | 0.18% | −412−2.1% | Reduced |
| Hotaling Investment Management, LLC | 19,006 | $3.11M | 1.08% | +544+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 18,990 | $3.11M | 0.06% | −142−0.7% | Reduced |
| Essex Investment Management Co LLC | 18,904 | $3.09M | 0.35% | −2,331−11.0% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 18,900 | $3.09M | 2.95% | +18,900 | New |
| Sigma Planning Corp | 18,844 | $3.08M | 0.09% | +3,178+20.3% | Added |
| Mount Vernon Associates Inc | 18,611 | $3.04M | 2.64% | +25+0.1% | Added |
| Northern Oak Wealth Management Inc | 18,493 | $3.02M | 0.34% | −638−3.3% | Reduced |
| Pacifica Capital Investments, LLC | 18,400 | $3.01M | 0.93% | 00.0% | Unchanged |
| Shelton Capital Management | 18,385 | $3.01M | 0.11% | −235−1.3% | Reduced |
| Point72 Europe (London) LLP | 18,180 | $2.97M | 1.36% | +18,180 | New |
| Busey Wealth Management | 18,127 | $2.96M | 0.11% | −745−3.9% | Reduced |
| Assenagon Asset Management S.A. | 18,105 | $2.96M | 0.01% | +443+2.5% | Added |
| Altium Wealth Management LLC | 18,067 | $2.96M | 0.19% | +51+0.3% | Added |
| WP Advisors, LLC | 18,061 | $2.96M | 1.23% | −147−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 17,965 | $2.95M | 0.19% | +1,831+11.3% | Added |
| EP Wealth Advisors, LLC | 18,003 | $2.94M | 0.07% | −594−3.2% | Reduced |
| Murphy Capital Management Inc | 17,971 | $2.94M | 0.32% | −120−0.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 17,931 | $2.93M | 0.28% | +17,931 | New |
| Bill Few Associates, Inc. | 17,825 | $2.92M | 1.51% | +17,825 | New |
| Squarepoint Ops LLC | 17,819 | $2.92M | 0.01% | +5,267+42.0% | Added |
| Courier Capital LLC | 17,733 | $2.90M | 0.27% | −316−1.8% | Reduced |
| Callahan Advisors, LLC | 17,716 | $2.90M | 0.33% | +10.0% | Added |
| Elgethun Capital Management | 17,283 | $2.89M | 1.01% | −70.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 17,637 | $2.88M | 0.30% | −655−3.6% | Reduced |
| Glenview Trust Co | 17,633 | $2.88M | 0.10% | +3,670+26.3% | Added |
| Salvus Wealth Management, LLC | 17,537 | $2.87M | 2.10% | +40+0.2% | Added |
| BFSG, LLC | 17,538 | $2.87M | 0.40% | +385+2.2% | Added |
| Hudson Valley Investment Advisors Inc | 17,492 | $2.86M | 0.45% | +2,072+13.4% | Added |
| Clearstead Advisors, LLC | 17,423 | $2.85M | 0.19% | −300−1.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,350 | $2.84M | 0.56% | +190+1.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $2.83M | 0.30% | 00.0% | Unchanged |
| Canandaigua National Corp | 17,286 | $2.83M | 0.42% | +5,344+44.7% | Added |
| Washington Trust Advisors, Inc. | 17,278 | $2.83M | 0.19% | +17,278 | New |
| Redpoint Investment Management Pty Ltd | 17,239 | $2.82M | 0.22% | −147−0.8% | Reduced |
| Jag Capital Management, LLC | 17,233 | $2.82M | 0.22% | −299−1.7% | Reduced |
| Arabesque Asset Management Ltd | 17,047 | $2.79M | 0.81% | +2,293+15.5% | Added |
| Leonteq Securities AG | 17,044 | $2.79M | 0.13% | +3,243+23.5% | Added |
| LaFleur & Godfrey LLC | 17,002 | $2.78M | 0.36% | +1,510+9.7% | Added |
| Eads & Heald Wealth Management | 16,928 | $2.77M | 1.20% | −293−1.7% | Reduced |
| Columbia Asset Management | 16,884 | $2.76M | 0.56% | −238−1.4% | Reduced |
| Regent Investment Management LLC | 16,876 | $2.76M | 0.60% | +9,865+140.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,857 | $2.76M | 0.26% | +477+2.9% | Added |
| Lido Advisors, LLC | 16,838 | $2.75M | 0.05% | −616−3.5% | Reduced |
| Naples Global Advisors, LLC | 16,717 | $2.73M | 0.32% | +747+4.7% | Added |
| Silvant Capital Management LLC | 16,703 | $2.73M | 0.47% | −693−4.0% | Reduced |
| Everence Capital Management Inc | 16,684 | $2.73M | 0.20% | −410−2.4% | Reduced |
| Condor Capital Management | 16,561 | $2.71M | 0.29% | −20.0% | Reduced |
| TrinityPoint Wealth, LLC | 16,495 | $2.70M | 0.48% | −216−1.3% | Reduced |
| Northstar Group, Inc. | 16,428 | $2.69M | 0.64% | −134−0.8% | Reduced |
| Alps Advisors Inc | 16,424 | $2.69M | 0.03% | −210,739−92.8% | Reduced |
| Bennicas & Associates, Inc. | 16,412 | $2.69M | 1.40% | 00.0% | Unchanged |