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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 25,446 | $4.20M | 0.11% | +25,446 | New |
| National Asset Management, Inc. | 25,504 | $4.21M | 0.14% | +1,375+5.7% | Added |
| Hancock Whitney Corp | 25,522 | $4.22M | 0.13% | −1,291−4.8% | Reduced |
| New England Asset Management Inc | 25,607 | $4.23M | 0.08% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 25,932 | $4.29M | 0.66% | +73+0.3% | Added |
| Cresset Asset Management, LLC | 26,074 | $4.31M | 0.06% | +16,263+165.8% | Added |
| Argus Investors' Counsel, Inc. | 26,120 | $4.32M | 1.76% | −3,650−12.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,253 | $4.34M | 1.63% | −72−0.3% | Reduced |
| Pine Ridge Advisers LLC | 26,500 | $4.38M | 1.47% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 26,611 | $4.40M | 0.06% | +6,562+32.7% | Added |
| Ethic Inc. | 26,661 | $4.41M | 0.53% | +8,018+43.0% | Added |
| First Interstate Bank | 26,947 | $4.45M | 0.47% | +26,947 | New |
| Roundview Capital LLC | 26,996 | $4.46M | 0.50% | −63−0.2% | Reduced |
| Trust Co of Vermont | 27,076 | $4.47M | 0.31% | +1,378+5.4% | Added |
| Richard Bernstein Advisors LLC | 27,164 | $4.49M | 0.09% | 00.0% | Unchanged |
| Natixis | 27,197 | $4.49M | 0.02% | −74,815−73.3% | Reduced |
| Unison Asset Management LLC | 27,284 | $4.51M | 3.93% | −10.0% | Reduced |
| Mitchell Capital Management Co | 27,379 | $4.52M | 0.99% | +1,460+5.6% | Added |
| First National Trust Co | 27,412 | $4.53M | 0.28% | +1,355+5.2% | Added |
| Stratos Wealth Partners, LTD. | 27,515 | $4.55M | 0.11% | +2,060+8.1% | Added |
| D.A. Davidson & Co. | 27,606 | $4.56M | 0.05% | +1,108+4.2% | Added |
| Freestone Capital Holdings, LLC | 27,650 | $4.57M | 0.23% | +291+1.1% | Added |
| Asset Dedication, LLC | 27,757 | $4.58M | 0.68% | +7,519+37.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,958 | $4.62M | 0.54% | +486+1.8% | Added |
| WoodTrust Financial Corp | 27,985 | $4.62M | 1.22% | +767+2.8% | Added |
| Avitas Wealth Management LLC | 28,024 | $4.63M | 0.82% | +653+2.4% | Added |
| Financial Partners Capital Management LLC | 28,068 | $4.64M | 0.85% | +250+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 28,145 | $4.65M | 1.26% | +1,258+4.7% | Added |
| Clifford Capital Partners LLC | 28,267 | $4.67M | 4.37% | +1,900+7.2% | Added |
| Park National Corp | 28,534 | $4.71M | 0.20% | −2,833−9.0% | Reduced |
| Synovus Financial Corp | 28,534 | $4.71M | 0.05% | −202−0.7% | Reduced |
| Chartwell Investment Partners, LLC | 28,572 | $4.72M | 0.14% | −12,356−30.2% | Reduced |
| Birmingham Capital Management Co Inc | 28,695 | $4.74M | 1.74% | −175−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 28,700 | $4.74M | 0.15% | +600+2.1% | Added |
| Univest Financial Corp | 28,788 | $4.76M | 1.31% | −2,245−7.2% | Reduced |
| Beacon Pointe Advisors, LLC | 29,058 | $4.80M | 0.17% | +22,960+376.5% | Added |
| Knights of Columbus Asset Advisors LLC | 29,079 | $4.80M | 0.44% | +29,079 | New |
| Adalta Capital Management LLC | 29,113 | $4.81M | 2.62% | 00.0% | Unchanged |
| GFS Advisors, LLC | 29,145 | $4.82M | 1.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 29,246 | $4.83M | 0.04% | +2,397+8.9% | Added |
| Highland Capital Management, LLC | 29,362 | $4.85M | 0.29% | −730−2.4% | Reduced |
| Front Barnett Associates LLC | 29,363 | $4.85M | 0.49% | −985−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,549 | $4.88M | 0.08% | −33−0.1% | Reduced |
| Robeco Schweiz AG | 30,000 | $4.96M | 0.07% | +116+0.4% | Added |
| Perigon Wealth Management, LLC | 30,614 | $5.06M | 0.45% | −1,655−5.1% | Reduced |
| Rinet Co LLC | 30,633 | $5.06M | 0.95% | +80.0% | Added |
| Exchange Traded Concepts, LLC | 30,813 | $5.09M | 0.16% | +30,813 | New |
| Pacific Global Investment Management CO | 30,827 | $5.09M | 1.01% | −34−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 31,000 | $5.12M | 0.01% | −196,090−86.3% | Reduced |
| Psagot Investment House Ltd. | 31,421 | $5.19M | 0.19% | −2,126−6.3% | Reduced |
| Connable Office Inc | 31,662 | $5.23M | 0.73% | −464−1.4% | Reduced |
| Guardian Capital Advisors LP | 31,081 | $5.24M | 0.54% | +836+2.8% | Added |
| Choate Investment Advisors | 31,707 | $5.24M | 0.32% | −7,214−18.5% | Reduced |
| AMG National Trust Bank | 31,905 | $5.27M | 0.17% | −70.0% | Reduced |
| Pavion Blue Capital, LLC | 32,536 | $5.38M | 3.30% | −457−1.4% | Reduced |
| BancorpSouth Bank | 32,702 | $5.40M | 0.78% | +423+1.3% | Added |
| MAI Capital Management | 32,721 | $5.41M | 0.11% | +28+0.1% | Added |
| Tredje AP-fonden | 32,961 | $5.45M | 0.11% | 00.0% | Unchanged |
| Marshall Wace, LLP | 33,172 | $5.48M | 0.03% | +20,231+156.3% | Added |
| Stokes Capital Advisors, LLC | 33,194 | $5.49M | 1.80% | +1,371+4.3% | Added |
| Mercer Capital Advisers, Inc. | 33,349 | $5.51M | 2.75% | −45−0.1% | Reduced |
| Banque Cantonale Vaudoise | 33,380 | $5.51M | 0.25% | −1,779−5.1% | Reduced |
| Andra AP-fonden | 33,600 | $5.55M | 0.11% | −13,200−28.2% | Reduced |
| Veritable, L.P. | 33,664 | $5.56M | 0.09% | +416+1.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,739 | $5.58M | 2.74% | +159+0.5% | Added |
| Rodgers Brothers Inc. | 33,879 | $5.60M | 1.07% | −780−2.3% | Reduced |
| Atria Investments LLC | 33,969 | $5.61M | 0.11% | +1,856+5.8% | Added |
| Olstein Capital Management, L.P. | 34,000 | $5.62M | 0.71% | −2,000−5.6% | Reduced |
| Searle & Co. | 34,090 | $5.63M | 2.30% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 34,304 | $5.67M | 0.04% | +5,293+18.2% | Added |
| Redwood Grove Capital, LLC | 34,347 | $5.67M | 3.06% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 34,439 | $5.69M | 0.47% | −426−1.2% | Reduced |
| Drexel Morgan & Co. | 34,530 | $5.71M | 1.68% | −1,870−5.1% | Reduced |
| Chase Investment Counsel Corp | 34,536 | $5.71M | 2.36% | +320+0.9% | Added |
| Stansberry Asset Management, LLC | 34,539 | $5.71M | 1.38% | −18,201−34.5% | Reduced |
| Meyer Handelman Co | 34,560 | $5.71M | 0.23% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 34,730 | $5.74M | 0.26% | 00.0% | Unchanged |
| SP Asset Management | 33,232 | $5.75M | 0.63% | +82+0.2% | Added |
| Overbrook Management Corp | 35,272 | $5.83M | 1.22% | −10.0% | Reduced |
| Capstone Investment Advisors, LLC | 35,489 | $5.86M | 0.14% | +35,489 | New |
| Bell Asset Management Ltd | 35,741 | $5.91M | 1.16% | −5,258−12.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 35,900 | $5.93M | 0.03% | +35,900 | New |
| Peapack Gladstone Financial Corp | 36,920 | $6.10M | 0.15% | −316−0.8% | Reduced |
| MML Investors Services, LLC | 36,926 | $6.10M | 0.05% | +582+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 36,960 | $6.11M | 0.25% | +184+0.5% | Added |
| Ossiam | 35,819 | $6.11M | 0.17% | −5,812−14.0% | Reduced |
| Cornerstone Advisors, LLC | 37,000 | $6.11M | 0.36% | +25,000+208.3% | Added |
| Central Trust Co | 37,081 | $6.13M | 0.22% | −370−1.0% | Reduced |
| NFJ Investment Group, LLC | 37,266 | $6.16M | 0.12% | −466−1.2% | Reduced |
| Prio Wealth Limited Partnership | 37,637 | $6.22M | 0.21% | −3,082−7.6% | Reduced |
| One Capital Management, LLC | 37,851 | $6.25M | 0.56% | +561+1.5% | Added |
| Kentucky Retirement Systems | 37,890 | $6.26M | 0.30% | −3,750−9.0% | Reduced |
| 1st Source Bank | 37,988 | $6.28M | 0.40% | −196−0.5% | Reduced |
| Heritage Trust Co | 38,093 | $6.29M | 0.90% | −2,835−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 38,212 | $6.31M | 0.15% | +571+1.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 38,582 | $6.38M | 2.55% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 38,833 | $6.42M | 1.05% | +1,600+4.3% | Added |
| Pacer Advisors, Inc. | 39,031 | $6.45M | 0.09% | +2,084+5.6% | Added |
| Group One Trading, L.P. | 39,037 | $6.45M | 0.12% | +32,300+479.4% | Added |
| NatWest Group plc | 39,315 | $6.50M | 3.36% | −3,255−7.6% | Reduced |