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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 6,940 | $1.15M | 0.36% | +1,170+20.3% | Added |
| Capital Management Associates | 7,002 | $1.16M | 1.11% | −100−1.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,000 | $1.16M | 0.09% | +3,000+75.0% | Added |
| Regent Investment Management LLC | 7,011 | $1.16M | 0.27% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,018 | $1.16M | 0.12% | −288−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 7,049 | $1.17M | 0.05% | +1,857+35.8% | Added |
| Cullen Capital Management LLC | 7,083 | $1.17M | 0.01% | +697+10.9% | Added |
| Duff & Phelps Investment Management Co | 7,090 | $1.17M | 0.02% | −625−8.1% | Reduced |
| Van Strum & Towne Inc. | 7,090 | $1.17M | 0.56% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,099 | $1.17M | 0.08% | +2,515+54.9% | Added |
| Financial Counselors Inc | 7,196 | $1.19M | 0.03% | +112+1.6% | Added |
| Bank of Hawaii | 7,200 | $1.19M | 0.07% | −829−10.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.19M | 0.32% | −97−1.3% | Reduced |
| Trust Co of Toledo NA | 7,215 | $1.19M | 0.20% | −8−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 7,270 | $1.20M | 0.10% | −25−0.3% | Reduced |
| Mutual Advisors, LLC | 7,268 | $1.20M | 0.07% | +125+1.7% | Added |
| Becker Capital Management Inc | 7,286 | $1.20M | 0.05% | +144+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,295 | $1.21M | 0.39% | +4,843+197.5% | Added |
| Coastline Trust Co | 7,300 | $1.21M | 0.15% | −220−2.9% | Reduced |
| Van Cleef Asset Management,Inc | 7,302 | $1.21M | 0.18% | −120−1.6% | Reduced |
| Crestwood Advisors Group LLC | 7,337 | $1.21M | 0.04% | −36−0.5% | Reduced |
| Cerity Partners LLC | 7,354 | $1.22M | 0.03% | +167+2.3% | Added |
| Evergreen Capital Management LLC | 7,372 | $1.22M | 0.06% | −107−1.4% | Reduced |
| Investment House LLC | 7,375 | $1.22M | 0.09% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,375 | $1.22M | 1.00% | +175+2.4% | Added |
| Fort Point Capital Partners LLC | 7,412 | $1.23M | 0.24% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,456 | $1.23M | 0.04% | +233+3.2% | Added |
| Beacon Financial Group | 7,300 | $1.23M | 0.18% | −3,571−32.8% | Reduced |
| Piscataqua Savings Bank | 7,502 | $1.24M | 1.06% | +62+0.8% | Added |
| Western Wealth Management, LLC | 7,561 | $1.24M | 0.13% | +418+5.9% | Added |
| Joel Isaacson & Co., LLC | 7,551 | $1.25M | 0.10% | +356+4.9% | Added |
| Investors Asset Management of Georgia Inc | 7,565 | $1.25M | 0.67% | −300−3.8% | Reduced |
| Moors & Cabot, Inc. | 7,568 | $1.25M | 0.09% | +156+2.1% | Added |
| Compagnie Lombard Odier SCmA | 7,602 | $1.26M | 0.03% | +3,122+69.7% | Added |
| Lazard Freres Gestion S.A.S. | 9,085 | $1.26M | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 7,651 | $1.26M | 0.04% | −1,043−12.0% | Reduced |
| Orrstown Financial Services Inc | 7,576 | $1.26M | 1.83% | −399−5.0% | Reduced |
| SOA Wealth Advisors, LLC. | 7,664 | $1.27M | 0.33% | +492+6.9% | Added |
| Beach Investment Counsel Inc | 7,733 | $1.28M | 0.11% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 7,738 | $1.28M | 0.81% | −4,390−36.2% | Reduced |
| Moloney Securities Asset Management, LLC | 7,744 | $1.28M | 0.23% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,766 | $1.28M | 0.05% | +950+13.9% | Added |
| Smithfield Trust Co | 7,838 | $1.29M | 0.09% | −1,326−14.5% | Reduced |
| Jeereddi Investments, LP | 7,843 | $1.30M | 1.09% | −3,257−29.3% | Reduced |
| Empirical Finance, LLC | 7,877 | $1.30M | 0.21% | +1,094+16.1% | Added |
| Insight Advisors, LLC | 7,708 | $1.30M | 0.41% | −187−2.4% | Reduced |
| Pitcairn Co | 7,931 | $1.31M | 0.09% | −297−3.6% | Reduced |
| Howard Capital Management Group, LLC | 7,939 | $1.31M | 0.12% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7,950 | $1.31M | 0.47% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,896 | $1.32M | 0.12% | −97−1.2% | Reduced |
| Wellington Shields & Co., LLC | 7,995 | $1.32M | 0.44% | +120+1.5% | Added |
| Patten & Patten Inc | 8,001 | $1.32M | 0.10% | −42−0.5% | Reduced |
| Federated Hermes, Inc. | 8,042 | $1.33M | 0.00% | +1,013+14.4% | Added |
| Raab & Moskowitz Asset Management LLC | 8,054 | $1.33M | 0.49% | −590−6.8% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 8,058 | $1.33M | 0.23% | +8,058 | New |
| Toroso Investments, LLC | 8,150 | $1.34M | 0.05% | +2,152+35.9% | Added |
| Geneos Wealth Management Inc. | 7,993 | $1.35M | 0.05% | −438−5.2% | Reduced |
| Argent Advisors, Inc. | 8,147 | $1.35M | 0.82% | +12+0.1% | Added |
| Excalibur Management Corp | 8,211 | $1.36M | 0.61% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 8,231 | $1.36M | 0.09% | +82+1.0% | Added |
| Gladstone Institutional Advisory LLC | 8,228 | $1.36M | 0.16% | +368+4.7% | Added |
| Auxier Asset Management | 8,308 | $1.37M | 0.23% | −250−2.9% | Reduced |
| Quadrant Capital Group LLC | 8,307 | $1.37M | 0.20% | +242+3.0% | Added |
| Amarillo National Bank | 8,313 | $1.37M | 0.39% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,386 | $1.39M | 0.08% | 00.0% | Unchanged |
| Everett Harris & Co | 8,453 | $1.40M | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,481 | $1.40M | 0.07% | +31+0.4% | Added |
| Coastal Bridge Advisors, LLC | 8,488 | $1.40M | 0.29% | +1,008+13.5% | Added |
| Ieq Capital, LLC | 8,560 | $1.41M | 0.04% | +2,233+35.3% | Added |
| Evermay Wealth Management LLC | 8,591 | $1.42M | 0.26% | −240−2.7% | Reduced |
| Abundance Wealth Counselors | 8,622 | $1.43M | 0.37% | −1,334−13.4% | Reduced |
| FineMark National Bank & Trust | 8,662 | $1.43M | 0.06% | −649−7.0% | Reduced |
| Thompson Investment Management, Inc. | 8,685 | $1.44M | 0.21% | 00.0% | Unchanged |
| Brookstone Capital Management | 8,329 | $1.44M | 0.03% | +8,329 | New |
| Evoke Wealth, LLC | 8,709 | $1.44M | 0.05% | −548−5.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 8,718 | $1.44M | 0.52% | −700−7.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 8,717 | $1.44M | 1.12% | +314+3.7% | Added |
| Allstate Corp | 8,734 | $1.44M | 0.05% | −1,108−11.3% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.44M | 0.36% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 8,796 | $1.45M | 0.45% | +560+6.8% | Added |
| NTV Asset Management LLC | 8,825 | $1.46M | 0.26% | −200−2.2% | Reduced |
| Gateway Investment Advisers LLC | 8,828 | $1.46M | 0.01% | −496−5.3% | Reduced |
| Palisade Asset Management, LLC | 8,832 | $1.46M | 0.17% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,903 | $1.47M | 0.13% | +700+8.5% | Added |
| Parallel Advisors, LLC | 8,914 | $1.47M | 0.06% | +825+10.2% | Added |
| Jump Financial, LLC | 8,934 | $1.48M | 0.14% | −3,575−28.6% | Reduced |
| Boltwood Capital Management | 8,951 | $1.48M | 0.61% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 8,939 | $1.48M | 0.53% | −64−0.7% | Reduced |
| Invst, LLC | 8,735 | $1.49M | 0.24% | +630+7.8% | Added |
| Erste Asset Management GmbH | 9,108 | $1.50M | 0.03% | +4,008+78.6% | Added |
| Savant Capital, LLC | 9,053 | $1.50M | 0.06% | +140+1.6% | Added |
| Grimes & Company, Inc. | 9,059 | $1.50M | 0.06% | −345−3.7% | Reduced |
| Brown Advisory Securities, LLC | 9,091 | $1.50M | 0.24% | −167−1.8% | Reduced |
| Lavaca Capital LLC | 9,130 | $1.51M | 0.78% | +951+11.6% | Added |
| Community Bank, N.A. | 9,135 | $1.51M | 0.18% | −25−0.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.51M | 1.32% | −652−6.7% | Reduced |
| Snow Capital Management LP | 9,159 | $1.51M | 0.22% | +5+0.1% | Added |
| Rehmann Capital Advisory Group | 8,916 | $1.51M | 0.15% | −265−2.9% | Reduced |
| Buckley Wealth Management, LLC | 9,171 | $1.51M | 0.52% | −945−9.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,200 | $1.52M | 0.52% | 00.0% | Unchanged |