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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 16,318 | $2.67M | 0.07% | +16,318 | New |
| Peoples Financial Services Corp. | 16,269 | $2.66M | 1.03% | −125−0.8% | Reduced |
| West Oak Capital, LLC | 16,235 | $2.66M | 0.98% | −475−2.8% | Reduced |
| Montag A & Associates Inc | 16,115 | $2.64M | 0.13% | −135−0.8% | Reduced |
| Tower Bridge Advisors | 15,952 | $2.61M | 0.16% | +76+0.5% | Added |
| Jackson Square Capital, LLC | 15,902 | $2.60M | 0.75% | −57−0.4% | Reduced |
| Prudential PLC | 15,896 | $2.60M | 0.04% | +15,896 | New |
| Commerzbank Aktiengesellschaft | 15,885 | $2.60M | 0.15% | +695+4.6% | Added |
| Selway Asset Management | 15,860 | $2.60M | 1.23% | +1,000+6.7% | Added |
| HBK Sorce Advisory LLC | 15,821 | $2.59M | 0.13% | −50−0.3% | Reduced |
| People's United Financial, Inc. | 15,787 | $2.58M | 0.06% | −2,788−15.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 15,668 | $2.56M | 0.14% | +15,668 | New |
| Man Group plc | 15,515 | $2.54M | 0.01% | −366,206−95.9% | Reduced |
| Bank of Stockton | 15,418 | $2.52M | 0.74% | −330−2.1% | Reduced |
| Gotham Asset Management, LLC | 15,308 | $2.50M | 0.08% | +3,383+28.4% | Added |
| Evercore Wealth Management, LLC | 15,266 | $2.50M | 0.04% | −165−1.1% | Reduced |
| Valueworks LLC | 15,228 | $2.49M | 0.99% | +10.0% | Added |
| Integrated Wealth Concepts LLC | 15,218 | $2.49M | 0.07% | +2,900+23.5% | Added |
| National Bank of Canada | 15,200 | $2.49M | 0.01% | +15,200 | New |
| Brave Asset Management Inc | 15,154 | $2.48M | 0.68% | −461−3.0% | Reduced |
| Independent Investors Inc | 15,000 | $2.45M | 0.52% | −14−0.1% | Reduced |
| Proequities, Inc. | 14,999 | $2.45M | 0.14% | +770+5.4% | Added |
| Brendel Financial Advisors LLC | 14,991 | $2.45M | 1.27% | +14,991 | New |
| Ieq Capital, LLC | 14,927 | $2.44M | 0.06% | +4,454+42.5% | Added |
| Resonant Capital Advisors, LLC | 14,875 | $2.43M | 0.37% | +1,159+8.4% | Added |
| Greenleaf Trust | 14,769 | $2.42M | 0.03% | +1,406+10.5% | Added |
| Burney Co | 14,770 | $2.42M | 0.10% | +14,770 | New |
| Profund Advisors LLC | 14,743 | $2.41M | 0.08% | +977+7.1% | Added |
| High Pointe Capital Management LLC | 14,745 | $2.41M | 1.61% | +2,477+20.2% | Added |
| Pettee Investors, Inc. | 14,681 | $2.40M | 1.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 14,400 | $2.36M | 0.98% | +100+0.7% | Added |
| Cigna Investments Inc | 14,309 | $2.34M | 0.18% | −5,537−27.9% | Reduced |
| Avantax Advisory Services, Inc. | 14,298 | $2.34M | 0.04% | +1,946+15.8% | Added |
| Magnetar Financial LLC | 14,297 | $2.34M | 0.02% | +9,028+171.3% | Added |
| Blueshift Asset Management, LLC | 14,268 | $2.33M | 0.21% | −50.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,268 | $2.33M | 0.05% | +135+1.0% | Added |
| Private Asset Management Inc | 14,259 | $2.33M | 0.29% | 00.0% | Unchanged |
| Icon Advisers Inc | 14,200 | $2.32M | 0.37% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 14,114 | $2.31M | 0.51% | +900+6.8% | Added |
| Silicon Hills Wealth Management, LLC | 14,108 | $2.31M | 1.43% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 14,009 | $2.29M | 0.22% | −27−0.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,949 | $2.28M | 1.30% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 13,933 | $2.28M | 1.30% | −305−2.1% | Reduced |
| Sawyer & Company, Inc | 13,931 | $2.28M | 0.98% | −227−1.6% | Reduced |
| BBR Partners, LLC | 13,875 | $2.27M | 0.27% | −104−0.7% | Reduced |
| Stone Point Wealth LLC | 13,890 | $2.27M | 1.84% | +13,890 | New |
| Abeille Asset Management SA | 13,780 | $2.25M | 0.52% | +13,780 | New |
| Kanawha Capital Management LLC | 13,689 | $2.24M | 0.19% | +1,272+10.2% | Added |
| St. James Investment Advisors, LLC | 13,684 | $2.24M | 1.65% | +13,684 | New |
| BLB&B Advisors, LLC | 13,638 | $2.23M | 0.15% | −330−2.4% | Reduced |
| American Portfolios Advisors | 13,583 | $2.22M | 0.07% | +705+5.5% | Added |
| Signature Wealth Management Group | 13,546 | $2.22M | 1.12% | +1,275+10.4% | Added |
| South State Corp. | 13,516 | $2.21M | 0.17% | −186−1.4% | Reduced |
| Rehmann Capital Advisory Group | 13,493 | $2.21M | 0.21% | +4,592+51.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,445 | $2.20M | 0.19% | −222−1.6% | Reduced |
| Hodges Capital Management Inc. | 13,390 | $2.19M | 0.16% | +13,390 | New |
| Benedict Financial Advisors Inc | 13,372 | $2.19M | 0.57% | −263−1.9% | Reduced |
| Bell Rock Capital LLC | 12,588 | $2.19M | 1.61% | +12,588 | New |
| CoreCap Advisors, LLC | 13,308 | $2.18M | 0.15% | +13,308 | New |
| Fort Sheridan Advisors LLC | 13,300 | $2.18M | 0.63% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 13,287 | $2.17M | 0.14% | +1,186+9.8% | Added |
| Doheny Asset Management | 13,243 | $2.17M | 1.52% | −50.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,238 | $2.17M | 0.08% | −575−4.2% | Reduced |
| Aristotle Capital Management, LLC | 13,196 | $2.16M | 0.00% | −57−0.4% | Reduced |
| KCM Investment Advisors LLC | 13,124 | $2.15M | 0.07% | −50−0.4% | Reduced |
| Welch Group, LLC | 13,012 | $2.13M | 0.12% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,022 | $2.12M | 0.13% | +13,022 | New |
| Sandhill Capital Partners LLC | 12,952 | $2.12M | 0.16% | +279+2.2% | Added |
| Ashfield Capital Partners, LLC | 12,931 | $2.12M | 0.14% | −225−1.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,810 | $2.10M | 0.50% | +8,029+167.9% | Added |
| Argus Investors' Counsel, Inc. | 12,740 | $2.08M | 1.25% | −650−4.9% | Reduced |
| Steel Peak Wealth Management LLC | 12,734 | $2.08M | 0.13% | −8,859−41.0% | Reduced |
| Centiva Capital, LP | 12,721 | $2.08M | 0.13% | +6,087+91.8% | Added |
| Investment Advisory Services Inc | 12,707 | $2.08M | 1.13% | −551−4.2% | Reduced |
| Pinnacle Wealth Management, LLC | 12,624 | $2.06M | 1.77% | +12,624 | New |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $2.06M | 0.14% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,609 | $2.06M | 0.04% | +170+1.4% | Added |
| Cape Cod Five Cents Savings Bank | 12,605 | $2.06M | 0.20% | −577−4.4% | Reduced |
| IFG Advisory, LLC | 12,552 | $2.05M | 0.20% | +679+5.7% | Added |
| Aviance Capital Partners, LLC | 12,540 | $2.05M | 0.34% | −132−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,491 | $2.04M | 0.04% | +6,587+111.6% | Added |
| Quadrant Capital Group LLC | 12,464 | $2.04M | 0.24% | +4,017+47.6% | Added |
| CSM Advisors, LLC | 12,464 | $2.04M | 0.14% | +155+1.3% | Added |
| Buttonwood Financial Advisors Inc. | 12,449 | $2.04M | 1.99% | +12,449 | New |
| Ahl Investment Management, Inc. | 12,422 | $2.03M | 1.85% | +12,422 | New |
| Teamwork Financial Advisors, LLC | 12,416 | $2.03M | 0.37% | +115+0.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,394 | $2.03M | 0.67% | −137−1.1% | Reduced |
| DuPont Capital Management Corp | 12,365 | $2.02M | 0.07% | +6,305+104.0% | Added |
| Mizuho Securities USA LLC | 12,362 | $2.02M | 0.18% | −1,047−7.8% | Reduced |
| Osborne Partners Capital Management, LLC | 12,320 | $2.02M | 0.15% | +9+0.1% | Added |
| Kingsview Wealth Management, LLC | 12,295 | $2.01M | 0.08% | −1,380−10.1% | Reduced |
| Valeo Financial Advisors, LLC | 12,287 | $2.01M | 0.11% | +863+7.6% | Added |
| Edgestream Partners, L.P. | 12,238 | $2.00M | 0.12% | +7,484+157.4% | Added |
| Caldwell Trust Co | 12,227 | $2.00M | 0.23% | −27−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 12,221 | $2.00M | 0.08% | −1,000−7.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,218 | $2.00M | 0.07% | −273−2.2% | Reduced |
| SOL Capital Management CO | 12,163 | $1.99M | 0.36% | −90−0.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 12,083 | $1.98M | 0.21% | +460+4.0% | Added |
| American National Insurance Co | 12,025 | $1.97M | 0.44% | −105,395−89.8% | Reduced |
| SG3 Management, LLC | 12,000 | $1.96M | 0.20% | 00.0% | Unchanged |