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 |
|---|---|---|---|---|---|
| North Fourth Asset Management, LP | 12,000 | $1.96M | 0.69% | +12,000 | New |
| Fruth Investment Management | 11,965 | $1.96M | 0.54% | −35−0.3% | Reduced |
| Arden Trust Co | 11,941 | $1.95M | 0.33% | −1,278−9.7% | Reduced |
| Lifeworks Advisors, LLC | 11,911 | $1.95M | 1.55% | +11,911 | New |
| Smith, Salley & Associates | 11,889 | $1.95M | 0.14% | +27+0.2% | Added |
| Change Path, LLC | 11,824 | $1.93M | 0.10% | −21−0.2% | Reduced |
| Bluestein R H & Co | 11,780 | $1.93M | 0.07% | −715−5.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,737 | $1.92M | 0.14% | 00.0% | Unchanged |
| Madison Wealth Management | 11,738 | $1.92M | 0.38% | +46+0.4% | Added |
| Bull Street Advisors, LLC | 11,630 | $1.90M | 0.91% | −360−3.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.90M | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,587 | $1.90M | 0.06% | −974−7.8% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $1.90M | 0.64% | 00.0% | Unchanged |
| Bailard, Inc. | 11,571 | $1.89M | 0.06% | +43+0.4% | Added |
| Gamble Jones Investment Counsel | 11,567 | $1.89M | 0.11% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 11,500 | $1.88M | 0.22% | 00.0% | Unchanged |
| Insight Inv LLC | 11,486 | $1.88M | 1.73% | +11,486 | New |
| Advisory Research Inc | 11,457 | $1.87M | 0.15% | +539+4.9% | Added |
| Little House Capital LLC | 11,446 | $1.87M | 0.99% | +4,549+66.0% | Added |
| Advisor Resource Council | 11,343 | $1.86M | 0.14% | +798+7.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,338 | $1.85M | 0.07% | +82+0.7% | Added |
| NVWM, LLC | 11,330 | $1.85M | 0.58% | −5,871−34.1% | Reduced |
| Jacobi Capital Management LLC | 11,331 | $1.85M | 0.22% | +30.0% | Added |
| Pinnacle Holdings, LLC | 11,276 | $1.84M | 0.78% | +28+0.2% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.83M | 0.15% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 10,715 | $1.82M | 0.23% | +5,099+90.8% | Added |
| Corient Capital Partners, LLC | 11,108 | $1.82M | 0.12% | −56−0.5% | Reduced |
| Wright Investors Service Inc | 11,072 | $1.81M | 0.46% | +523+5.0% | Added |
| Adviser Investments LLC | 11,053 | $1.81M | 0.12% | +14+0.1% | Added |
| Deane Retirement Strategies, Inc. | 11,038 | $1.81M | 0.95% | +11,038 | New |
| Gifford Fong Associates | 11,000 | $1.80M | 0.31% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.80M | 0.30% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 11,180 | $1.79M | 0.01% | +257+2.4% | Added |
| Wintrust Investments LLC | 10,959 | $1.79M | 0.17% | −393−3.5% | Reduced |
| Anchor Investment Management, LLC | 10,918 | $1.79M | 0.22% | +134+1.2% | Added |
| MainStreet Investment Advisors LLC | 10,868 | $1.78M | 0.15% | −244−2.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,865 | $1.78M | 1.06% | +390+3.7% | Added |
| Lincoln Capital LLC | 10,846 | $1.77M | 0.44% | −60−0.6% | Reduced |
| Point72 Hong Kong Ltd | 10,837 | $1.77M | 0.15% | −478−4.2% | Reduced |
| Union Heritage Capital, LLC | 10,788 | $1.76M | 0.83% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 10,771 | $1.76M | 0.24% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,754 | $1.76M | 0.06% | −25,036−70.0% | Reduced |
| IBM Retirement Fund | 10,745 | $1.76M | 0.22% | −7,705−41.8% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,055 | $1.74M | 0.28% | +842+9.1% | Added |
| Boston Family Office LLC | 10,613 | $1.74M | 0.11% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,579 | $1.73M | 0.04% | +3,118+41.8% | Added |
| Rathbone Brothers plc | 10,558 | $1.73M | 0.02% | +387+3.8% | Added |
| ACG Wealth | 10,517 | $1.72M | 0.24% | +53+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 10,499 | $1.72M | 0.06% | −806−7.1% | Reduced |
| Citizens Business Bank | 10,500 | $1.72M | 0.21% | 00.0% | Unchanged |
| Woodstock Corp | 10,490 | $1.72M | 0.18% | +20+0.2% | Added |
| Cerity Partners LLC | 13,755 | $1.72M | 0.03% | +6,148+80.8% | Added |
| IndexIQ Advisors LLC | 10,468 | $1.71M | 0.06% | −19−0.2% | Reduced |
| William Allan, LLC | 10,446 | $1.71M | 1.22% | +10,446 | New |
| Fukoku Mutual Life Insurance Co | 10,440 | $1.71M | 0.13% | +170+1.7% | Added |
| Inlet Private Wealth, LLC | 10,409 | $1.70M | 0.41% | +30.0% | Added |
| Schechter Investment Advisors, LLC | 10,387 | $1.70M | 0.15% | +10,387 | New |
| Brookstone Capital Management | 9,615 | $1.68M | 0.03% | +979+11.3% | Added |
| Trustco Bank Corp N Y | 10,237 | $1.68M | 1.46% | −63−0.6% | Reduced |
| Atlas Capital Advisors LLC | 10,219 | $1.67M | 0.25% | +10,171+21,189.6% | Added |
| Herbst Group, LLC | 10,200 | $1.67M | 1.03% | +10,200 | New |
| Veriti Management LLC | 10,172 | $1.66M | 0.22% | −26−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 10,162 | $1.66M | 0.27% | −86−0.8% | Reduced |
| Essex Financial Services, Inc. | 10,104 | $1.65M | 0.16% | +42+0.4% | Added |
| Rothschild Investment Corp | 10,003 | $1.64M | 0.13% | −270−2.6% | Reduced |
| Hyman Charles D | 10,004 | $1.64M | 0.10% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,007 | $1.64M | 0.19% | +1,677+20.1% | Added |
| Massmutual Trust Co FSB | 9,991 | $1.64M | 0.06% | −201−2.0% | Reduced |
| Ballentine Partners, LLC | 9,972 | $1.63M | 0.05% | −321−3.1% | Reduced |
| St. Johns Investment Management Company, LLC | 9,968 | $1.63M | 0.83% | +23+0.2% | Added |
| Chicago Capital, LLC | 9,949 | $1.63M | 0.06% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 9,926 | $1.62M | 0.88% | −600−5.7% | Reduced |
| Knuff & Co LLC | 9,855 | $1.61M | 0.50% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 9,838 | $1.61M | 0.21% | +9,838 | New |
| J. W. Coons Advisors, LLC | 9,813 | $1.60M | 0.49% | +474+5.1% | Added |
| Birinyi Associates Inc | 9,781 | $1.60M | 0.50% | +5,250+115.9% | Added |
| Cary Street Partner Investment Advisory LLC | 9,747 | $1.59M | 0.44% | +2,809+40.5% | Added |
| Moors & Cabot, Inc. | 9,715 | $1.59M | 0.10% | +632+7.0% | Added |
| MUFG Securities EMEA plc | 9,700 | $1.59M | 0.03% | +9,700 | New |
| Linker Capital Management Inc. | 9,650 | $1.58M | 1.52% | +9,650 | New |
| Ingalls & Snyder LLC | 9,632 | $1.58M | 0.07% | −17−0.2% | Reduced |
| SkyView Investment Advisors, LLC | 17,662 | $1.56M | 0.35% | +12,929+273.2% | Added |
| Savant Capital, LLC | 9,485 | $1.55M | 0.05% | +357+3.9% | Added |
| FDx Advisors, Inc. | 9,489 | $1.55M | 0.04% | +1,256+15.3% | Added |
| Invst, LLC | 8,210 | $1.55M | 0.24% | −1,473−15.2% | Reduced |
| Gateway Investment Advisers LLC | 9,465 | $1.55M | 0.01% | +768+8.8% | Added |
| Simmons Bank | 9,430 | $1.54M | 0.11% | −175−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,341 | $1.53M | 0.17% | +9,341 | New |
| Meristem Family Wealth, LLC | 9,291 | $1.52M | 0.13% | −200−2.1% | Reduced |
| Stokes Family Office, LLC | 9,290 | $1.52M | 0.19% | +205+2.3% | Added |
| Beaumont Financial Partners, LLC | 9,275 | $1.52M | 0.11% | +80+0.9% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.51M | 0.18% | 00.0% | Unchanged |
| Hartline Investment Corp | 9,233 | $1.51M | 0.21% | −320−3.3% | Reduced |
| Berkshire Asset Management LLC | 9,231 | $1.51M | 0.09% | −500−5.1% | Reduced |
| Greenwood Gearhart Inc | 9,216 | $1.51M | 0.21% | −276−2.9% | Reduced |
| Parallel Advisors, LLC | 9,217 | $1.51M | 0.06% | +11+0.1% | Added |
| Trustcore Financial Services, LLC | 9,182 | $1.50M | 0.17% | +10.0% | Added |
| Taylor Frigon Capital Management LLC | 9,154 | $1.50M | 0.47% | +100+1.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.50M | 1.20% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,112 | $1.49M | 0.05% | −51−0.6% | Reduced |