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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 9,197 | $1.52M | 0.06% | −2,168−19.1% | Reduced |
| Ameritas Investment Partners, Inc. | 9,213 | $1.52M | 0.05% | −142−1.5% | Reduced |
| Trustcore Financial Services, LLC | 9,212 | $1.52M | 0.16% | +10.0% | Added |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.53M | 0.20% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 9,307 | $1.54M | 0.06% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,394 | $1.55M | 1.07% | +10.0% | Added |
| Caldwell Trust Co | 9,408 | $1.55M | 0.20% | −65−0.7% | Reduced |
| Stokes Family Office, LLC | 9,428 | $1.56M | 0.22% | −179−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 9,542 | $1.58M | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 9,605 | $1.59M | 0.11% | +153+1.6% | Added |
| Bryn Mawr Trust Co | 9,663 | $1.60M | 0.06% | +355+3.8% | Added |
| ACG Wealth | 9,703 | $1.60M | 0.20% | +160+1.7% | Added |
| Meeder Asset Management Inc | 9,705 | $1.60M | 0.07% | −9,933−50.6% | Reduced |
| Massmutual Trust Co FSB | 9,790 | $1.62M | 0.07% | +66+0.7% | Added |
| Beaumont Financial Partners, LLC | 9,843 | $1.63M | 0.12% | +738+8.1% | Added |
| Knuff & Co LLC | 9,855 | $1.63M | 0.61% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,855 | $1.63M | 0.04% | +1,160+13.3% | Added |
| St. Johns Investment Management Company, LLC | 9,856 | $1.63M | 0.88% | −272−2.7% | Reduced |
| Berkshire Asset Management LLC | 9,926 | $1.64M | 0.11% | −402−3.9% | Reduced |
| IndexIQ Advisors LLC | 9,980 | $1.65M | 0.06% | +292+3.0% | Added |
| Sovarnum Capital L.P. | 10,000 | $1.65M | 1.04% | 00.0% | Unchanged |
| SG3 Management, LLC | 10,000 | $1.65M | 0.70% | +5,000+100.0% | Added |
| Ally Financial Inc. | 10,000 | $1.65M | 0.16% | +10,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,003 | $1.65M | 0.02% | −708−6.6% | Reduced |
| Hyman Charles D | 10,004 | $1.65M | 0.12% | 00.0% | Unchanged |
| Chicago Capital, LLC | 10,069 | $1.66M | 0.07% | −35−0.3% | Reduced |
| Anchor Investment Management, LLC | 10,179 | $1.68M | 0.23% | +279+2.8% | Added |
| Ingalls & Snyder LLC | 10,189 | $1.68M | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,248 | $1.69M | 0.30% | −243−2.3% | Reduced |
| Heritage Wealth Management, LLC | 10,244 | $1.69M | 0.64% | +495+5.1% | Added |
| Spirit of America Management Corp | 10,250 | $1.69M | 0.36% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 10,275 | $1.70M | 1.53% | −600−5.5% | Reduced |
| Wright Investors Service Inc | 10,290 | $1.70M | 0.46% | +1,210+13.3% | Added |
| Greenwood Gearhart Inc | 10,303 | $1.70M | 0.27% | −315−3.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,305 | $1.70M | 1.19% | −306−2.9% | Reduced |
| Assenagon Asset Management S.A. | 10,312 | $1.70M | 0.01% | +266+2.6% | Added |
| Intercontinental Wealth Advisors, LLC | 10,332 | $1.71M | 0.34% | −505−4.7% | Reduced |
| U S Global Investors Inc | 10,394 | $1.72M | 0.06% | +10,394 | New |
| Inlet Private Wealth, LLC | 10,406 | $1.72M | 0.45% | +30.0% | Added |
| Seeyond | 10,444 | $1.73M | 0.16% | −288−2.7% | Reduced |
| Hartline Investment Corp | 10,466 | $1.73M | 0.22% | 00.0% | Unchanged |
| Woodstock Corp | 10,470 | $1.73M | 0.20% | +117+1.1% | Added |
| Hudson Valley Investment Advisors Inc | 10,482 | $1.73M | 0.30% | +1,882+21.9% | Added |
| McMillion Capital Management Inc | 10,526 | $1.74M | 0.95% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 10,546 | $1.74M | 0.13% | +456+4.5% | Added |
| Dakota Wealth Management | 10,670 | $1.76M | 0.21% | +525+5.2% | Added |
| Avantax Advisory Services, Inc. | 10,663 | $1.76M | 0.03% | −265−2.4% | Reduced |
| Cetera Advisors LLC | 10,701 | $1.77M | 0.04% | +659+6.6% | Added |
| Advisor Resource Council | 10,765 | $1.78M | 0.19% | +10,765 | New |
| Rathbone Brothers plc | 10,777 | $1.78M | 0.02% | −12−0.1% | Reduced |
| Union Heritage Capital, LLC | 10,788 | $1.78M | 0.83% | 00.0% | Unchanged |
| Signature Wealth Management Group | 10,791 | $1.78M | 0.99% | +104+1.0% | Added |
| Keebeck Wealth Management, LLC | 10,803 | $1.78M | 0.26% | +2,055+23.5% | Added |
| Personal Capital Advisors Corp | 10,826 | $1.79M | 0.01% | +514+5.0% | Added |
| Penobscot Investment Management Company, Inc. | 10,871 | $1.80M | 0.27% | +2,812+34.9% | Added |
| Harbour Investments, Inc. | 10,981 | $1.81M | 0.06% | +24+0.2% | Added |
| Advisory Research Inc | 10,981 | $1.81M | 0.12% | −2,974−21.3% | Reduced |
| Lincoln Capital LLC | 10,986 | $1.81M | 0.51% | +629+6.1% | Added |
| True North Advisors, LLC | 11,000 | $1.82M | 0.38% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.82M | 0.35% | 00.0% | Unchanged |
| Adviser Investments LLC | 11,039 | $1.82M | 0.14% | 00.0% | Unchanged |
| Factorial Partners, LLC | 11,100 | $1.83M | 1.24% | −4,400−28.4% | Reduced |
| Citizens Business Bank | 11,100 | $1.83M | 0.24% | −100−0.9% | Reduced |
| QS Investors, LLC | 11,104 | $1.83M | 0.02% | −71−0.6% | Reduced |
| Associated Banc-Corp | 11,166 | $1.84M | 0.07% | +491+4.6% | Added |
| Nicholas Hoffman & Company, LLC. | 11,196 | $1.85M | 0.33% | +538+5.0% | Added |
| Valeo Financial Advisors, LLC | 11,207 | $1.85M | 0.11% | −73−0.6% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.85M | 0.17% | 00.0% | Unchanged |
| Rothschild Investment Corp | 11,273 | $1.86M | 0.15% | +128+1.1% | Added |
| PNC Managed Account Solutions, Inc. | 11,290 | $1.86M | 0.37% | +11,290 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,340 | $1.87M | 0.11% | +1,300+12.9% | Added |
| Bailard, Inc. | 11,366 | $1.88M | 0.06% | −100−0.9% | Reduced |
| Wintrust Investments LLC | 11,375 | $1.88M | 0.19% | +11,375 | New |
| Frontier Wealth Management LLC | 11,418 | $1.89M | 0.13% | +10.0% | Added |
| Bluestein R H & Co | 11,455 | $1.89M | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 11,489 | $1.90M | 0.06% | −653−5.4% | Reduced |
| Canandaigua National Corp | 11,496 | $1.90M | 0.31% | −181−1.6% | Reduced |
| Guardian Capital LP | 11,518 | $1.90M | 0.04% | −2,800−19.6% | Reduced |
| Pinnacle Holdings, LLC | 11,533 | $1.91M | 0.88% | −53−0.5% | Reduced |
| Madison Wealth Management | 11,541 | $1.91M | 0.42% | +491+4.4% | Added |
| Gamble Jones Investment Counsel | 11,567 | $1.91M | 0.12% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.92M | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 11,625 | $1.92M | 0.52% | 00.0% | Unchanged |
| Veriti Management LLC | 11,671 | $1.93M | 0.29% | +1,510+14.9% | Added |
| Budros, Ruhlin & Roe, Inc. | 11,699 | $1.93M | 0.21% | +144+1.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,769 | $1.95M | 0.46% | +215+1.9% | Added |
| CSM Advisors, LLC | 11,809 | $1.95M | 0.13% | 00.0% | Unchanged |
| Smith, Salley & Associates | 11,862 | $1.96M | 0.16% | +50.0% | Added |
| RMB Capital Management, LLC | 11,890 | $1.97M | 0.07% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 11,891 | $1.97M | 0.17% | −50.0% | Reduced |
| Change Path, LLC | 11,892 | $1.97M | 0.12% | +56+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 11,900 | $1.97M | 0.18% | −10−0.1% | Reduced |
| DuPont Capital Management Corp | 11,906 | $1.97M | 0.05% | +11,906 | New |
| Bull Street Advisors, LLC | 11,935 | $1.97M | 1.05% | 00.0% | Unchanged |
| Fruth Investment Management | 12,000 | $1.98M | 0.59% | +100+0.8% | Added |
| FORA Capital, LLC | 12,095 | $2.00M | 0.37% | +12,095 | New |
| Robinson Value Management, Ltd. | 12,227 | $2.02M | 1.65% | −337−2.7% | Reduced |
| IFG Advisory, LLC | 12,238 | $2.02M | 0.23% | −3,599−22.7% | Reduced |
| High Pointe Capital Management LLC | 12,268 | $2.03M | 1.60% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 12,278 | $2.03M | 0.08% | +400+3.4% | Added |