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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, Q2 2021

Institutional positions in American Express Co as of Jun 30, 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
1,851
+87 vs. Q1 2021
Shares held
682.1M
+2.52M (+0.4%) vs. Q1 2021
Total value
$112.6B
+$16.5B (+17.2%) vs. Q1 2021
New holders
160
615 more added
Sold out
73
693 more reduced

17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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.

Institutional holdersQ2 2021: 1,851 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ2 2021: $112.6B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2021.

Institutions holding AXP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC120,551$7300.03%+119,789+15,720.3%Added
Core Wealth Advisors, Inc.7$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.9$1.00K0.00%+9New
Focused Wealth Management, Inc15$2.00K0.00%+5+50.0%Added
Old North State Trust, LLC10$2.00K0.00%00.0%Unchanged
Spectrum Management Group, LLC12$2.00K0.00%+12New
TSFG, LLC14$2.00K0.00%+14New
Carolina Wealth Advisors, LLC16$3.00K0.00%−20−55.6%Reduced
James Investment Research Inc21$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC20$3.00K0.00%00.0%Unchanged
First Bank & Trust19$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$3.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC16$3.00K0.00%00.0%Unchanged
Simon Quick Advisors, LLC23$3.00K0.00%+23New
Atticus Wealth Management, LLC26$4.00K0.00%00.0%Unchanged
Modus Advisors, LLC23$4.00K0.00%+23New
Optiver Holding B.V.32$5.00K0.00%+32New
Carolinas Wealth Consulting LLC38$6.00K0.00%−87−69.6%Reduced
Mizuho Securities Co. Ltd.39$6.00K0.00%−2−4.9%Reduced
Investment Research & Advisory Group, Inc.39$6.00K0.00%+39New
Glen Eagle Advisors, LLC38$6.28K0.00%00.0%Unchanged
Horrell Capital Management, Inc.44$7.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC48$7.93K0.00%+48New
HC Financial Advisors Inc47$8.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC61$10.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora69$11.0K0.00%00.0%Unchanged
Albion Financial Group64$11.0K0.00%+64New
Alaethes Wealth LLC65$11.0K0.01%+65New
Fieldpoint Private Securities, LLC71$12.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC78$13.0K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.90$15.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC98$16.0K0.01%00.0%Unchanged
Tacita Capital Inc100$17.0K0.01%−565−85.0%Reduced
Corbenic Partners LLC101$17.0K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$17.0K0.01%00.0%Unchanged
IronBridge Private Wealth, LLC100$17.0K0.01%00.0%Unchanged
Paradigm, Strategies in Wealth Management, LLC100$17.0K0.02%00.0%Unchanged
Activest Wealth Management106$18.0K0.01%+50+89.3%Added
Smith Asset Management Group LP114$19.0K0.00%−23−16.8%Reduced
Advocacy Wealth Management Services, LLC124$20.0K0.00%−51−29.1%Reduced
America First Investment Advisors, LLC120$20.0K0.01%00.0%Unchanged
Holloway Wealth Management, LLC–$20.0K0.01%–New
Global Trust Asset Management, LLC123$20.0K0.01%+123New
Financial Insights, Inc.130$21.5K0.02%+130New
Stuart Chaussee & Associates, Inc.136$22.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC136$22.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC147$24.0K0.01%00.0%Unchanged
Interactive Financial Advisors150$25.0K0.01%00.0%Unchanged
Riverview Trust Co169$28.0K0.03%00.0%Unchanged
Lloyd Advisory Services, LLC.167$28.0K0.01%00.0%Unchanged
Ford Financial Group, LLC174$28.0K0.01%+174New
Pin Oak Investment Advisors Inc177$29.0K0.03%00.0%Unchanged
First PREMIER Bank180$30.0K0.01%−100−35.7%Reduced
Sterling Financial Planning, Inc.180$30.0K0.02%00.0%Unchanged
Resolute Partners Group185$31.0K0.00%00.0%Unchanged
Larson Financial Group LLC196$32.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC195$32.0K0.01%00.0%Unchanged
Cowen Prime Services LLC200$33.0K0.01%00.0%Unchanged
AllSquare Wealth Management LLC198$33.0K0.02%00.0%Unchanged
Your Advocates Ltd., LLP200$33.0K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.201$33.0K0.02%+100+99.0%Added
Hoese & Co LLP200$33.0K0.04%+200New
Cowen Prime Advisors LLC200$33.0K0.01%+200New
Hexavest Inc.207$34.0K0.00%−36−14.8%Reduced
Hudock, Inc.207$34.0K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd214$35.0K0.02%+6+2.9%Added
Crewe Advisors LLC226$37.0K0.01%−19−7.8%Reduced
Sound Income Strategies, LLC224$37.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC223$37.0K0.02%+1+0.5%Added
Financial Perspectives, Inc227$37.5K0.02%−31,825−99.3%Reduced
Baldrige Asset Management LLC239$39.0K0.02%+239New
Rockbridge Investment Management, LCC243$40.0K0.01%00.0%Unchanged
Ravenstone Capital Management Inc.245$40.5K0.04%+245New
Mark Sheptoff Financial Planning, LLC250$41.0K0.02%00.0%Unchanged
First Personal Financial Services250$41.0K0.01%+50+25.0%Added
GeoWealth Management, LLC260$43.0K0.01%−25−8.8%Reduced
Arlington Partners LLC260$43.0K0.01%00.0%Unchanged
Accel Wealth Management260$43.0K0.03%+1+0.4%Added
Annapolis Financial Services, LLC269$44.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC273$45.0K0.01%−50−15.5%Reduced
Cranbrook Wealth Management, LLC272$45.0K0.01%00.0%Unchanged
Sit Investment Associates Inc282$47.0K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC284$47.0K0.02%−2−0.7%Reduced
Earnest Partners LLC293$48.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC288$48.0K0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC296$49.0K0.00%−29,377−99.0%Reduced
Timber Creek Capital Management LLC300$49.0K0.02%00.0%Unchanged
Professional Financial Advisors, LLC300$49.0K0.03%+300New
Lee Financial Co300$50.0K0.01%00.0%Unchanged
Joseph P. Lucia & Associates, LLC300$50.0K0.03%00.0%Unchanged
Bellevue Asset Management, LLC300$50.0K0.03%00.0%Unchanged
Hillsdale Investment Management Inc.300$50.0K0.00%+300New
Sonora Investment Management, LLC310$51.0K0.01%+22+7.6%Added
Marquette Asset Management, LLC326$54.0K0.01%00.0%Unchanged
San Francisco Sentry Investment Group (Ca)335$55.0K0.03%00.0%Unchanged
FAI Wealth Management340$56.0K0.05%00.0%Unchanged
Ironwood Financial, llc343$57.0K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA358$59.2K0.07%+150+72.1%Added
Creative Financial Designs Inc364$60.0K0.01%−60−14.2%Reduced
Johnson Financial Group, Inc.372$61.0K0.00%00.0%Unchanged