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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 17,862 | $2.95M | 0.08% | +17,862 | New |
| Jag Capital Management, LLC | 17,969 | $2.97M | 0.23% | +201+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 18,005 | $2.98M | 0.97% | −478−2.6% | Reduced |
| Hotaling Investment Management, LLC | 18,063 | $2.98M | 1.21% | −153−0.8% | Reduced |
| Altium Wealth Management LLC | 18,100 | $2.99M | 0.22% | −365−2.0% | Reduced |
| Virtu Financial LLC | 18,121 | $2.99M | 0.29% | +18,121 | New |
| Murphy Capital Management Inc | 18,176 | $3.00M | 0.34% | +56+0.3% | Added |
| Mount Vernon Associates Inc | 18,186 | $3.00M | 2.75% | 00.0% | Unchanged |
| Strategic Wealth Designers | 18,221 | $3.01M | 1.07% | +4,591+33.7% | Added |
| IBM Retirement Fund | 18,408 | $3.04M | 0.24% | −3,880−17.4% | Reduced |
| Pacifica Capital Investments, LLC | 18,430 | $3.04M | 1.00% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 18,451 | $3.05M | 0.25% | −268−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 18,477 | $3.05M | 0.37% | −65−0.4% | Reduced |
| WP Advisors, LLC | 18,483 | $3.05M | 1.27% | −81−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,548 | $3.06M | 0.35% | −37−0.2% | Reduced |
| RNC Capital Management LLC | 18,576 | $3.07M | 0.16% | +980+5.6% | Added |
| Umb Bank N A | 18,622 | $3.08M | 0.07% | −339−1.8% | Reduced |
| Shelton Capital Management | 18,620 | $3.08M | 0.12% | +13,300+250.0% | Added |
| Sawgrass Asset Management LLC | 18,631 | $3.08M | 0.27% | −180−1.0% | Reduced |
| People's United Financial, Inc. | 18,626 | $3.08M | 0.07% | +573+3.2% | Added |
| Raymond James Trust N.A. | 18,661 | $3.08M | 0.10% | −298−1.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 18,779 | $3.10M | 0.60% | +234+1.3% | Added |
| Primecap Management Co | 18,800 | $3.11M | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18,806 | $3.11M | 0.24% | −560−2.9% | Reduced |
| Independent Advisor Alliance | 18,824 | $3.11M | 0.17% | +253+1.4% | Added |
| Old Dominion Capital Management Inc | 18,882 | $3.12M | 0.67% | −99−0.5% | Reduced |
| Acadian Asset Management LLC | 18,912 | $3.13M | 0.01% | +1,171+6.6% | Added |
| First Mercantile Trust Co | 18,957 | $3.13M | 0.37% | −8,376−30.6% | Reduced |
| Sumitomo Life Insurance Co | 19,103 | $3.16M | 0.10% | −3,690−16.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,177 | $3.17M | 0.06% | −815−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 19,204 | $3.17M | 0.19% | +535+2.9% | Added |
| Stonnington Group, LLC | 19,036 | $3.19M | 0.71% | −10−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,306 | $3.19M | 0.32% | −223−1.1% | Reduced |
| Triasima Portfolio Management inc. | 19,380 | $3.20M | 0.16% | +19,380 | New |
| Scotia Capital Inc. | 19,598 | $3.24M | 0.02% | +5,975+43.9% | Added |
| Varma Mutual Pension Insurance Co | 19,735 | $3.26M | 0.05% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 19,841 | $3.28M | 0.52% | +940+5.0% | Added |
| Eqis Capital Management, Inc. | 19,953 | $3.30M | 0.25% | −3,331−14.3% | Reduced |
| JustInvest LLC | 19,953 | $3.30M | 0.35% | +8,217+70.0% | Added |
| Long Corridor Asset Management Ltd | 20,000 | $3.31M | 3.21% | −20,000−50.0% | Reduced |
| Wetherby Asset Management Inc | 20,033 | $3.31M | 0.20% | +963+5.0% | Added |
| Lido Advisors, LLC | 20,044 | $3.31M | 0.08% | −71−0.4% | Reduced |
| World Asset Management Inc | 20,206 | $3.34M | 0.30% | −1,272−5.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,712 | $3.34M | 0.08% | +4,232+170.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,244 | $3.35M | 0.06% | −1,816−8.2% | Reduced |
| Cigna Investments Inc | 20,416 | $3.37M | 0.24% | −3,125−13.3% | Reduced |
| Tdam USA Inc. | 19,817 | $3.38M | 0.21% | −90−0.5% | Reduced |
| Lincoln National Corp | 20,461 | $3.38M | 0.07% | −405−1.9% | Reduced |
| Silvant Capital Management LLC | 20,641 | $3.41M | 0.54% | −335−1.6% | Reduced |
| Markston International LLC | 20,974 | $3.47M | 2.11% | −82,900−79.8% | Reduced |
| HighPoint Advisor Group LLC | 21,000 | $3.47M | 0.35% | +3,339+18.9% | Added |
| Bessemer Group Inc | 21,010 | $3.47M | 0.01% | +4,329+26.0% | Added |
| River & Mercantile Asset Management LLP | 21,134 | $3.49M | 0.23% | −300−1.4% | Reduced |
| Kingfisher Capital LLC | 21,140 | $3.49M | 0.89% | +669+3.3% | Added |
| Essex Investment Management Co LLC | 21,235 | $3.51M | 0.41% | −2,182−9.3% | Reduced |
| Vident Investment Advisory, LLC | 21,333 | $3.53M | 0.11% | +4,836+29.3% | Added |
| Boston Private Wealth LLC | 21,415 | $3.54M | 0.04% | −1,244−5.5% | Reduced |
| Grandfield & Dodd, LLC | 21,444 | $3.54M | 0.24% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 21,463 | $3.55M | 0.14% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 21,592 | $3.57M | 0.67% | +308+1.4% | Added |
| Mirova | 21,730 | $3.59M | 0.43% | +2,766+14.6% | Added |
| Impax Asset Management Group plc | 21,829 | $3.61M | 0.02% | −82,440−79.1% | Reduced |
| Lakeview Capital Partners, LLC | 21,854 | $3.61M | 1.58% | −883−3.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,898 | $3.62M | 0.35% | −8,087−27.0% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,231 | $3.67M | 1.22% | −639−2.8% | Reduced |
| Covington Capital Management | 22,247 | $3.68M | 0.14% | −109−0.5% | Reduced |
| Verdence Capital Advisors LLC | 22,353 | $3.69M | 0.51% | −5,612−20.1% | Reduced |
| Homrich & Berg | 22,476 | $3.71M | 0.09% | +1,639+7.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,580 | $3.73M | 0.19% | +283+1.3% | Added |
| Alerus Financial NA | 22,717 | $3.75M | 0.38% | −6,117−21.2% | Reduced |
| Taurus Asset Management, LLC | 22,739 | $3.76M | 0.39% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 22,841 | $3.77M | 0.03% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $3.79M | 0.41% | 00.0% | Unchanged |
| Castleark Management LLC | 22,975 | $3.80M | 0.13% | +20,300+758.9% | Added |
| RBF Capital, LLC | 23,000 | $3.80M | 0.21% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 23,134 | $3.82M | 0.91% | +48+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 23,199 | $3.83M | 0.27% | −2,976−11.4% | Reduced |
| Fiduciary Group LLC | 22,893 | $3.85M | 0.45% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 23,386 | $3.86M | 0.17% | −1,284−5.2% | Reduced |
| Altshuler Shaham Ltd | 23,404 | $3.87M | 0.03% | +242+1.0% | Added |
| SRN Advisors, LLC | 23,643 | $3.90M | 1.33% | −677−2.8% | Reduced |
| Hutner Capital Management Inc | 23,636 | $3.90M | 2.50% | −55−0.2% | Reduced |
| Ceera Investments, LLC | 23,719 | $3.92M | 2.97% | 00.0% | Unchanged |
| Family Management Corp | 23,761 | $3.93M | 1.04% | +23,761 | New |
| Wedbush Securities Inc | 23,775 | $3.93M | 0.19% | +865+3.8% | Added |
| Pathstone Family Office, LLC | 24,137 | $3.99M | 0.12% | +1,894+8.5% | Added |
| PFS Investments Inc. | 23,300 | $4.01M | 0.09% | +2,826+13.8% | Added |
| Boyd Watterson Asset Management LLC | 24,314 | $4.02M | 1.62% | +80+0.3% | Added |
| First Hawaiian Bank | 24,494 | $4.05M | 0.17% | −7,088−22.4% | Reduced |
| Jane Street Group, LLC | 24,517 | $4.05M | 0.01% | +12,012+96.1% | Added |
| Advisor Partners LLC | 24,855 | $4.11M | 0.27% | −407−1.6% | Reduced |
| Concentric Wealth Management, LLC | 24,863 | $4.11M | 1.26% | +79+0.3% | Added |
| Squarepoint Ops LLC | 24,926 | $4.12M | 0.03% | −54,191−68.5% | Reduced |
| Chicago Trust Co NA | 24,976 | $4.13M | 0.98% | −2,253−8.3% | Reduced |
| Hudson Bay Capital Management LP | 25,000 | $4.13M | 0.05% | −25,000−50.0% | Reduced |
| Bleichroeder LP | 25,000 | $4.13M | 0.62% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 25,021 | $4.13M | 0.26% | +7,515+42.9% | Added |
| Foster Group, Inc. | 25,269 | $4.17M | 0.48% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 25,294 | $4.18M | 2.36% | +863+3.5% | Added |
| Cetera Investment Advisers | 25,380 | $4.19M | 0.07% | +4,644+22.4% | Added |