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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 12,311 | $2.03M | 0.17% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 12,389 | $2.05M | 0.19% | +165+1.3% | Added |
| Brewin Dolphin Ltd | 12,394 | $2.05M | 0.09% | +4,172+50.7% | Added |
| Resonant Capital Advisors, LLC | 12,419 | $2.05M | 0.40% | +203+1.7% | Added |
| Credit Agricole S A | 12,479 | $2.06M | 0.07% | +8,669+227.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,531 | $2.07M | 0.80% | +100+0.8% | Added |
| Sandhill Capital Partners LLC | 12,550 | $2.07M | 0.16% | +796+6.8% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $2.08M | 0.15% | +516+4.3% | Added |
| SOL Capital Management CO | 12,683 | $2.10M | 0.41% | −1,270−9.1% | Reduced |
| NEXT Financial Group, Inc | 12,683 | $2.10M | 0.17% | +10.0% | Added |
| Aviance Capital Partners, LLC | 12,795 | $2.11M | 0.37% | +263+2.1% | Added |
| Greenleaf Trust | 12,837 | $2.12M | 0.03% | +35+0.3% | Added |
| Venture Visionary Partners LLC | 12,964 | $2.14M | 0.17% | +2,614+25.3% | Added |
| BKD Wealth Advisors, LLC | 13,089 | $2.16M | 0.10% | −1,294−9.0% | Reduced |
| F/M Investments LLC | 13,111 | $2.17M | 1.71% | +13,111 | New |
| Dynamic Advisor Solutions LLC | 13,145 | $2.17M | 0.17% | +1,774+15.6% | Added |
| Ashfield Capital Partners, LLC | 13,156 | $2.17M | 0.16% | −100−0.8% | Reduced |
| Aristotle Capital Management, LLC | 13,196 | $2.18M | 0.00% | −40.0% | Reduced |
| Arden Trust Co | 13,216 | $2.18M | 0.36% | +927+7.5% | Added |
| Welch Group, LLC | 13,241 | $2.19M | 0.15% | −21−0.2% | Reduced |
| Doheny Asset Management | 13,248 | $2.19M | 1.41% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 13,257 | $2.19M | 1.35% | +13,257 | New |
| Fort Sheridan Advisors LLC | 13,300 | $2.20M | 0.73% | −500−3.6% | Reduced |
| Gilman Hill Asset Management, LLC | 13,319 | $2.20M | 0.56% | +510+4.0% | Added |
| Cape Cod Five Cents Savings Bank | 13,325 | $2.20M | 0.23% | +739+5.9% | Added |
| Clear Street Markets LLC | 13,506 | $2.23M | 0.48% | +7,506+125.1% | Added |
| Mizuho Securities USA LLC | 13,535 | $2.24M | 0.18% | −10,311−43.2% | Reduced |
| Arcus Capital Partners, LLC | 13,541 | $2.24M | 1.05% | 00.0% | Unchanged |
| Boston Family Office LLC | 13,613 | $2.25M | 0.16% | −50−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,666 | $2.26M | 0.22% | +10.0% | Added |
| Signet Investment Advisory Group, Inc. | 13,888 | $2.29M | 1.48% | −365−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 13,906 | $2.30M | 0.06% | −25−0.2% | Reduced |
| Proequities, Inc. | 13,920 | $2.30M | 0.14% | −3,504−20.1% | Reduced |
| South State Corp. | 13,941 | $2.30M | 0.20% | −264−1.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,950 | $2.31M | 0.01% | −540−3.7% | Reduced |
| Glenview Trust Co | 13,963 | $2.31M | 0.09% | −32−0.2% | Reduced |
| Benedict Financial Advisors Inc | 13,966 | $2.31M | 0.64% | −188−1.3% | Reduced |
| BBR Partners, LLC | 14,029 | $2.32M | 0.18% | −68−0.5% | Reduced |
| Modera Wealth Management, LLC | 14,029 | $2.32M | 0.13% | +366+2.7% | Added |
| Brendel Financial Advisors LLC | 14,100 | $2.33M | 1.28% | −2,700−16.1% | Reduced |
| BLB&B Advisors, LLC | 14,120 | $2.33M | 0.17% | +461+3.4% | Added |
| Sawyer & Company, Inc | 14,158 | $2.34M | 1.09% | −85−0.6% | Reduced |
| Icon Advisers Inc | 14,200 | $2.35M | 0.38% | 00.0% | Unchanged |
| Private Asset Management Inc | 14,299 | $2.36M | 0.31% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,328 | $2.37M | 0.08% | +517+3.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,964 | $2.39M | 1.51% | −195−1.4% | Reduced |
| KCM Investment Advisors LLC | 14,470 | $2.39M | 0.10% | +1,906+15.2% | Added |
| Washington Trust Co | 14,555 | $2.40M | 0.07% | −731−4.8% | Reduced |
| Selway Asset Management | 14,675 | $2.42M | 1.30% | −300−2.0% | Reduced |
| Pettee Investors, Inc. | 14,681 | $2.43M | 1.14% | +25+0.2% | Added |
| Advisory Services Network, LLC | 14,746 | $2.44M | 0.08% | +1,503+11.3% | Added |
| Van Eck Associates Corp | 14,824 | $2.45M | 0.01% | −371−2.4% | Reduced |
| Jacobi Capital Management LLC | 14,865 | $2.46M | 0.32% | −108−0.7% | Reduced |
| Centiva Capital, LP | 14,937 | $2.47M | 0.19% | +2,208+17.3% | Added |
| PCJ Investment Counsel Ltd. | 15,000 | $2.48M | 0.93% | +15,000 | New |
| Independent Investors Inc | 15,014 | $2.48M | 0.61% | 00.0% | Unchanged |
| Valueworks LLC | 15,226 | $2.52M | 1.09% | −249−1.6% | Reduced |
| LaFleur & Godfrey LLC | 15,492 | $2.56M | 0.37% | +15,492 | New |
| MACRO Consulting Group | 15,570 | $2.57M | 1.32% | −277−1.7% | Reduced |
| Siemens Fonds Invest GmbH | 15,533 | $2.57M | 0.31% | −126−0.8% | Reduced |
| Brave Asset Management Inc | 15,615 | $2.58M | 0.76% | −1,896−10.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,666 | $2.59M | 0.05% | +3,722+31.2% | Added |
| HBK Sorce Advisory LLC | 15,760 | $2.60M | 0.14% | +1,116+7.6% | Added |
| Bank of Stockton | 15,803 | $2.61M | 0.79% | −293−1.8% | Reduced |
| Regentatlantic Capital LLC | 15,808 | $2.61M | 0.08% | +5,721+56.7% | Added |
| Tower Bridge Advisors | 15,876 | $2.62M | 0.17% | −20−0.1% | Reduced |
| Jackson Square Capital, LLC | 16,007 | $2.65M | 0.85% | +2,060+14.8% | Added |
| Naples Global Advisors, LLC | 16,165 | $2.67M | 0.37% | +145+0.9% | Added |
| BP PLC | 16,170 | $2.67M | 0.11% | −7,824−32.6% | Reduced |
| Evercore Wealth Management, LLC | 16,216 | $2.68M | 0.05% | −154−0.9% | Reduced |
| Montag A & Associates Inc | 16,250 | $2.69M | 0.14% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 16,300 | $2.69M | 1.21% | −50−0.3% | Reduced |
| Bel Air Investment Advisors LLC | 16,452 | $2.72M | 0.08% | −1,823−10.0% | Reduced |
| TIAA Kaspick, LLC | 16,490 | $2.73M | 10.11% | −200−1.2% | Reduced |
| Sigma Planning Corp | 16,541 | $2.73M | 0.08% | +538+3.4% | Added |
| Peoples Financial Services Corp. | 16,579 | $2.74M | 1.15% | −290−1.7% | Reduced |
| Bennicas & Associates, Inc. | 16,587 | $2.74M | 1.51% | −50−0.3% | Reduced |
| Northstar Group, Inc. | 16,591 | $2.74M | 0.72% | +60.0% | Added |
| FDx Advisors, Inc. | 16,633 | $2.75M | 0.09% | +1,032+6.6% | Added |
| Columbia Asset Management | 16,694 | $2.76M | 0.62% | −12,327−42.5% | Reduced |
| TrinityPoint Wealth, LLC | 16,722 | $2.76M | 0.56% | −1,933−10.4% | Reduced |
| AlphaCrest Capital Management LLC | 16,780 | $2.77M | 0.12% | −1,165−6.5% | Reduced |
| Busey Wealth Management | 16,820 | $2.78M | 0.13% | −358−2.1% | Reduced |
| Condor Capital Management | 16,843 | $2.78M | 0.31% | −843−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,935 | $2.80M | 0.30% | −2,127−11.2% | Reduced |
| NVWM, LLC | 17,002 | $2.81M | 1.01% | +44+0.3% | Added |
| Everence Capital Management Inc | 17,094 | $2.82M | 0.23% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 17,090 | $2.82M | 0.58% | +1,210+7.6% | Added |
| Eads & Heald Wealth Management | 17,161 | $2.83M | 1.38% | −397−2.3% | Reduced |
| BFSG, LLC | 17,179 | $2.84M | 0.51% | +64+0.4% | Added |
| Barometer Capital Management Inc. | 17,268 | $2.85M | 0.54% | +8,738+102.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $2.86M | 0.35% | −500−2.8% | Reduced |
| American Portfolios Advisors | 17,312 | $2.86M | 0.11% | +5,863+51.2% | Added |
| Howland Capital Management LLC | 17,392 | $2.87M | 0.15% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 17,219 | $2.88M | 2.42% | −395−2.2% | Reduced |
| West Oak Capital, LLC | 17,455 | $2.88M | 1.14% | −445−2.5% | Reduced |
| Elgethun Capital Management | 17,544 | $2.90M | 1.00% | −5,758−24.7% | Reduced |
| Courier Capital LLC | 17,627 | $2.91M | 0.28% | −309−1.7% | Reduced |
| Fundamentun, LLC | 17,675 | $2.92M | 0.80% | +986+5.9% | Added |
| Callahan Advisors, LLC | 17,715 | $2.93M | 0.37% | +10.0% | Added |