Skip to main content

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.

Q2 2021 vs. Q1 2021

How the institutions holding American Express Co changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of AXP: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,781171,851+87
Shares682.1M2.60M682.1M+2.52M (+0.4%)
Value$96.5B$368.4M$112.6B+$16.5B (+17.2%)

17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held American Express Co at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 160 by value.

Institutions new to AXP in Q2 2021
InstitutionSharesValue% of portfolio
Amundi1,403,684$231.9M0.16%
Holocene Advisors, LP893,253$147.6M0.90%
Mn Services Vermogensbeheer B.V.502,112$70.0M0.54%
Adage Capital Partners GP, L.L.C.228,443$37.7M0.07%
Border to Coast Pensions Partnership Ltd147,833$24.6M0.86%
LMR Partners LLP147,464$24.4M0.37%
PEAK6 Investments LLC66,041$10.9M0.29%
Pinnacle Wealth Advisors52,598$8.69M0.35%
Metropolis Capital Ltd46,827$7.74M0.49%
Crestline Management, LP45,000$7.43M0.64%
BBVA USA42,416$7.01M0.39%
Twin Tree Management, LP42,385$7.00M0.21%
Weiss Multi-Strategy Advisers LLC40,711$6.73M0.15%
Connor, Clark & Lunn Investment Management Ltd.35,900$5.93M0.03%
Capstone Investment Advisors, LLC35,489$5.86M0.14%
Exchange Traded Concepts, LLC30,813$5.09M0.16%
Knights of Columbus Asset Advisors LLC29,079$4.80M0.44%
First Interstate Bank26,947$4.45M0.47%
Walleye Trading LLC25,446$4.20M0.11%
Family Management Corp23,761$3.93M1.04%
Triasima Portfolio Management inc.19,380$3.20M0.16%
Virtu Financial LLC18,121$2.99M0.29%
EP Wealth Advisors, LLC17,862$2.95M0.08%
LaFleur & Godfrey LLC15,492$2.56M0.37%
PCJ Investment Counsel Ltd.15,000$2.48M0.93%
Investment Advisory Services Inc13,257$2.19M1.35%
F/M Investments LLC13,111$2.17M1.71%
FORA Capital, LLC12,095$2.00M0.37%
DuPont Capital Management Corp11,906$1.97M0.05%
Wintrust Investments LLC11,375$1.88M0.19%
PNC Managed Account Solutions, Inc.11,290$1.86M0.37%
Advisor Resource Council10,765$1.78M0.19%
U S Global Investors Inc10,394$1.72M0.06%
Ally Financial Inc.10,000$1.65M0.16%
Brookstone Capital Management8,329$1.44M0.03%
Sabadell Asset Management, S.A S.G.I.I.C8,058$1.33M0.23%
Arjuna Capital6,597$1.09M0.47%
Little House Capital LLC6,391$1.06M0.57%
Inscription Capital, LLC5,844$966.0K0.11%
BNC Wealth Management, LLC5,805$959.0K0.58%
Derbend Asset Management5,600$925.0K0.86%
Arabesque Asset Management Ltd5,000$826.0K0.35%
Exane Derivatives4,292$740.9K0.17%
Deseret Mutual Benefit Administrators4,308$712.0K0.17%
Platform Technology Partners4,286$708.0K0.29%
Hall Capital Management Co Inc3,605$596.0K0.38%
Sentinel Trust Co Lba3,379$558.0K0.08%
Krane Funds Advisors LLC3,296$545.0K0.02%
Triumph Capital Management3,066$529.0K0.31%
Capula Management Ltd2,727$449.0K0.08%
Summit Financial Group Inc2,645$437.0K0.16%
OPSEU Pension Plan Trust Fund2,437$411.0K0.11%
PRW Wealth Management LLC2,480$410.0K0.12%
Xcel Wealth Management, LLC2,479$410.0K0.12%
Girard Partners Ltd.2,385$394.0K0.05%
Advisor OS, LLC2,355$389.0K0.08%
Blueprint Investment Partners LLC2,293$379.0K0.30%
Oak Asset Management, LLC2,259$373.0K0.16%
BlueCrest Capital Management Ltd2,204$364.0K0.01%
9258 Wealth Management, LLC2,146$355.0K0.10%
180 Wealth Advisors, LLC2,083$353.0K0.08%
Engine No. 1 LLC2,074$343.0K0.09%
Waddell & Associates, LLC2,042$337.0K0.06%
Kimelman & Baird, LLC2,029$335.0K0.03%
Americana Partners, LLC1,996$329.0K0.17%
Laidlaw Wealth Management LLC1,952$323.0K0.08%
Royal Fund Management, LLC1,916$316.0K0.05%
AIA Group Ltd1,890$308.0K0.02%
West Family Investments, Inc.1,865$308.0K0.09%
Middleton & Co Inc1,850$306.0K0.03%
Two Sigma Securities, LLC1,808$299.0K0.07%
Camden Capital, LLC1,790$296.0K0.07%
Rede Wealth, LLC1,680$278.0K0.15%
Avantax Planning Partners, Inc.1,613$267.0K0.01%
O'Dell Group, LLC1,615$267.0K0.08%
Independent Solutions Wealth Management, LLC1,602$264.7K0.06%
BOK Financial Private Wealth, Inc.1,595$264.0K0.02%
DRW Securities, LLC1,598$264.0K0.04%
Midwest Professional Planners, LTD.1,593$263.0K0.14%
Covenant Multifamily Offices, LLC1,560$258.0K0.05%
Centric Wealth Management1,544$255.0K0.09%
PDS Planning, Inc1,535$254.0K0.06%
All Season Financial Advisors, Inc.1,505$249.0K0.18%
HBW Advisory Services LLC1,498$248.0K0.07%
CapWealth Advisors, LLC1,497$247.0K0.03%
Abacus Planning Group, Inc.1,483$245.0K0.07%
E&G Advisors, LP0$240.0K0.07%
Strategic Blueprint, LLC1,447$239.0K0.04%
CWA Asset Management Group, LLC1,426$238.0K0.02%
SRS Capital Advisors, Inc.1,422$235.0K0.03%
Deroy & Devereaux Private Investment Counsel Inc1,400$231.0K0.02%
17 Capital Partners, LLC1,400$231.0K0.21%
Oxbow Advisors, LLC1,395$230.0K0.02%
MBA Advisors LLC1,387$229.0K0.17%
Legacy Private Trust Co.1,365$226.0K0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,369$226.0K0.01%
Mayfair Advisory Group, LLC1,367$226.0K0.36%
Graypoint LLC1,364$225.0K0.03%
Burns J W & Co Inc1,353$224.0K0.04%
SevenBridge Financial Group, LLC1,354$224.0K0.07%

Sold out (73)

Institutions that held American Express Co at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of AXP in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
BLS Capital Fondsmaeglerselskab A/S739,706$104.6M
Balyasny Asset Management LLC395,620$56.0M
Migdal Insurance & Financial Holdings Ltd.277,160$39.3M
Gillson Capital LP197,484$27.9M
Capital Fund Management S.A.87,751$12.4M
Schonfeld Strategic Advisors LLC85,614$12.1M
Wolverine Trading, LLC83,007$11.9M
Quadrature Capital Ltd47,658$6.74M
MKP Capital Management, L.L.C.37,844$5.35M
Capital International Inc35,798$5.06M
Wealthstreet Investment Advisors, LLC31,272$4.42M
Global Frontier Investments LLC25,000$3.54M
HRT Financial LP24,572$3.48M
CMT Capital Markets Trading GmbH21,175$3.00M
MD Financial Management Inc.18,196$2.57M
Qube Research & Technologies Ltd16,300$2.31M
IMC-Chicago, LLC15,473$2.19M
Simplex Trading, LLC13,454$1.90M
Weld Capital Management LLC13,095$1.85M
Okabena Investment Services Inc8,462$1.20M
M Holdings Securities, Inc.8,089$1.14M
Mizuho Markets Cayman LP7,137$1.01M
Capital International Sarl6,679$945.0K
Teza Capital Management LLC6,488$918.0K
Summit Wealth & Retirement Planning, Inc.6,050$856.0K
Rational Advisors LLC5,500$778.0K
Wealthgate Family Office, LLC5,043$713.0K
Engineers Gate Manager LP4,800$679.0K
Cipher Capital LP4,593$650.0K
Tortoise Index Solutions, LLC4,133$585.0K
Venturi Wealth Management, LLC4,059$574.0K
Sowell Financial Services LLC3,628$569.0K
NuWave Investment Management, LLC3,928$556.0K
Bluefin Capital Management, LLC3,658$517.0K
Maverick Capital LtdSuperinvestorMaverick Capital3,356$475.0K
Capital Bank & Trust Co3,210$454.0K
D.B. Root & Company, LLC3,133$443.0K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.2,550$361.0K
Capital Planning Advisors, LLC2,540$359.0K
Lombard Odier Asset Management (Europe) Ltd2,514$356.0K
Moreno Evelyn V2,500$354.0K
Echo Street Capital Management LLC2,367$335.0K
Dynamic Technology Lab Private Ltd2,235$316.0K
CenterStar Asset Management, LLC–$316.0K
Neo Ivy Capital Management2,173$307.0K
Tudor Investment Corp Et Al1,870$264.0K
Ferris Capital, LLC1,753$248.0K
Capital Advantage, Inc.1,630$231.0K
Financial Advocates Investment Management1,631$231.0K
Vista Investment Management1,621$229.0K
Marcum Wealth, LLC1,529$216.0K
Ackerman Capital Advisors, LLC1,500$212.0K
blooom, inc.1,433$207.0K
Gilder Gagnon Howe & Co LLC1,070$151.0K
Certified Advisory Corp1,020$144.0K
Mascoma Wealth Management LLC785$111.0K
Total Clarity Wealth Management, Inc.676$96.0K
Banco de Sabadell, S.A500$71.0K
Manchester Financial Inc454$64.0K
ShoreHaven Wealth Partners, LLC400$57.0K
TD Ameritrade Investment Management, LLC432$52.0K
Northwest Investment Counselors, LLC341$48.0K
Sageworth Trust Co295$42.0K
MPS Loria Financial Planners, LLC262$37.0K
Burleson & Company, LLC265$37.0K
Litman Gregory Asset Management LLC200$28.0K
Trust Co200$28.0K
Regal Wealth Group, Inc.191$27.0K
Meridian Wealth Partners, LLC183$26.0K
Wealthcare Capital Management LLC132$19.0K
RBA Wealth Management, LLC120$17.0K
Seven Springs Wealth Group, LLC107$15.0K
Perkins Coie Trust Co30$4.00K

Not filed for Q2 2021 yet (17)

Institutions that held American Express Co at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.1,348,794$190.8M
Waddell & Reed Financial Inc928,803$131.4M
North American Management Corp147,869$20.9M
BBVA USA Bancshares, Inc.55,030$7.78M
Bokf, NA32,217$4.56M
First Interstate Bank27,073$3.83M
Investment Counsel Inc.15,458$2.19M
Employers Holdings, Inc.11,501$1.63M
E Fund Management Co., Ltd.10,685$1.51M
TCF National Bank8,645$1.22M
626 Financial, LLC3,564$666.0K
Sullivan, Bruyette, Speros & Blaney, LLC3,954$559.0K
Tompkins Financial Corp3,443$487.0K
WealthStone, Inc.2,690$380.0K
First National Bank2,205$312.0K
Elevated Capital Advisors, LLC1,620$235.0K
CSat Investment Advisory, L.P.58$8.00K