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 |
|---|---|---|---|---|---|
| Jacobs & Co | 39,322 | $6.50M | 0.75% | −1,360−3.3% | Reduced |
| Headinvest, LLC | 39,565 | $6.54M | 1.24% | −154−0.4% | Reduced |
| Winslow Asset Management Inc | 39,705 | $6.56M | 1.22% | +32+0.1% | Added |
| Chatham Capital Group, Inc. | 39,970 | $6.60M | 1.28% | +830+2.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $6.61M | 2.86% | −5,000−11.1% | Reduced |
| Man Group plc | 40,436 | $6.68M | 0.02% | +44+0.1% | Added |
| Louisiana State Employees Retirement System | 40,600 | $6.71M | 0.16% | +200+0.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 40,711 | $6.73M | 0.15% | +40,711 | New |
| Shelter Mutual Insurance Co | 41,160 | $6.80M | 1.90% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 41,776 | $6.90M | 1.84% | +291+0.7% | Added |
| Tiaa, FSB | 42,160 | $6.97M | 0.02% | −199−0.5% | Reduced |
| Twin Tree Management, LP | 42,385 | $7.00M | 0.21% | +42,385 | New |
| BBVA USA | 42,416 | $7.01M | 0.39% | +42,416 | New |
| Financial Avengers, Inc. | 42,467 | $7.02M | 4.75% | +619+1.5% | Added |
| Haverford Trust Co | 42,472 | $7.02M | 0.08% | +3,233+8.2% | Added |
| Kinneret Advisory, LLC | 42,559 | $7.03M | 0.83% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 42,577 | $7.04M | 1.32% | −796−1.8% | Reduced |
| New Mexico Educational Retirement Board | 43,463 | $7.18M | 0.25% | +1,700+4.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 43,783 | $7.23M | 0.06% | −783−1.8% | Reduced |
| Wealthfront Advisers LLC | 43,959 | $7.26M | 0.03% | +4,936+12.6% | Added |
| Diversified Trust Co | 44,098 | $7.29M | 0.26% | −14,192−24.3% | Reduced |
| Kestra Advisory Services, LLC | 44,583 | $7.37M | 0.08% | +2,214+5.2% | Added |
| Stanley Capital Management, LLC | 44,830 | $7.41M | 2.81% | −3,500−7.2% | Reduced |
| Crestline Management, LP | 45,000 | $7.43M | 0.64% | +45,000 | New |
| Mackenzie Financial Corp | 45,186 | $7.47M | 0.01% | +806+1.8% | Added |
| USS Investment Management Ltd | 45,200 | $7.47M | 0.06% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 45,221 | $7.47M | 0.10% | −1,384−3.0% | Reduced |
| Amica Mutual Insurance Co | 45,591 | $7.53M | 0.79% | −27,225−37.4% | Reduced |
| Shayne & Co., LLC | 45,650 | $7.54M | 4.23% | −74−0.2% | Reduced |
| Guggenheim Capital LLC | 45,886 | $7.58M | 0.04% | −1,126−2.4% | Reduced |
| Mariner, LLC | 46,151 | $7.63M | 0.05% | +3,681+8.7% | Added |
| Private Advisor Group, LLC | 46,476 | $7.68M | 0.07% | +361+0.8% | Added |
| Metropolis Capital Ltd | 46,827 | $7.74M | 0.49% | +46,827 | New |
| Family Capital Trust Co | 46,836 | $7.74M | 2.19% | −732−1.5% | Reduced |
| Davenport & Co LLC | 46,876 | $7.75M | 0.06% | −494−1.0% | Reduced |
| Norinchukin Bank, The | 46,941 | $7.76M | 0.11% | +5,040+12.0% | Added |
| Elo Mutual Pension Insurance Co | 48,077 | $7.94M | 0.26% | −1,300−2.6% | Reduced |
| Northern Oak Wealth Management Inc | 48,284 | $7.98M | 0.96% | −2,098−4.2% | Reduced |
| GHP Investment Advisors, Inc. | 48,774 | $8.06M | 0.65% | +1,347+2.8% | Added |
| Neville Rodie & Shaw Inc | 49,277 | $8.14M | 0.63% | −425−0.9% | Reduced |
| Brown Brothers Harriman & Co | 49,551 | $8.19M | 0.05% | −330−0.7% | Reduced |
| St Germain D J Co Inc | 49,666 | $8.21M | 0.51% | −1,820−3.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 50,000 | $8.26M | 1.10% | 00.0% | Unchanged |
| Sky Investment Group LLC | 50,019 | $8.27M | 1.86% | −2,288−4.4% | Reduced |
| Maryland State Retirement & Pension System | 49,109 | $8.33M | 0.27% | −1,009−2.0% | Reduced |
| ProVise Management Group, LLC | 50,531 | $8.35M | 0.85% | −1,401−2.7% | Reduced |
| Sycomore Asset Management | 49,300 | $8.35M | 1.16% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 50,887 | $8.41M | 2.08% | −280−0.5% | Reduced |
| Carroll Financial Associates, Inc. | 51,794 | $8.56M | 0.48% | +4,916+10.5% | Added |
| Gradient Investments LLC | 51,798 | $8.56M | 0.25% | +917+1.8% | Added |
| Pinnacle Financial Partners Inc | 52,598 | $8.69M | 0.35% | +3,377+6.9% | Added |
| Pinnacle Wealth Advisors | 52,598 | $8.69M | 0.35% | +52,598 | New |
| Candriam Luxembourg S.C.A. | 52,729 | $8.71M | 0.06% | −37,433−41.5% | Reduced |
| Perennial Advisors, LLC | 52,875 | $8.74M | 2.54% | +644+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,943 | $8.91M | 0.04% | +3,293+6.5% | Added |
| Martin Investment Management, LLC | 54,040 | $8.93M | 2.30% | −1,799−3.2% | Reduced |
| Oregon Public Employees Retirement Fund | 54,137 | $8.95M | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 54,861 | $9.06M | 0.88% | −3,087−5.3% | Reduced |
| Securian Asset Management, Inc | 54,876 | $9.07M | 0.18% | −494−0.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 55,648 | $9.20M | 2.33% | +1,157+2.1% | Added |
| Rice Partnership, LLC | 55,714 | $9.21M | 2.90% | −1,524−2.7% | Reduced |
| Griffin Asset Management, Inc. | 56,113 | $9.27M | 1.12% | −305−0.5% | Reduced |
| Hi-Line Capital Management, LLC | 56,282 | $9.30M | 3.54% | +702+1.3% | Added |
| Argent Trust Co | 56,638 | $9.36M | 0.61% | −642−1.1% | Reduced |
| QV Investors Inc. | 57,114 | $9.44M | 0.58% | −25,140−30.6% | Reduced |
| Oppenheimer Asset Management Inc. | 57,568 | $9.51M | 0.14% | −4,305−7.0% | Reduced |
| Polar Capital Holdings Plc | 58,317 | $9.64M | 0.05% | +14,028+31.7% | Added |
| Marco Investment Management LLC | 58,359 | $9.64M | 1.12% | −600−1.0% | Reduced |
| KMG Fiduciary Partners, LLC | 59,054 | $9.76M | 1.72% | −183−0.3% | Reduced |
| Edge Capital Group, LLC | 59,074 | $9.76M | 0.78% | −1,829−3.0% | Reduced |
| Calamos Wealth Management LLC | 59,357 | $9.81M | 0.76% | −3,668−5.8% | Reduced |
| Colony Group LLC | 60,806 | $10.0M | 0.20% | −13,967−18.7% | Reduced |
| LVM Capital Management Ltd | 61,753 | $10.2M | 1.56% | +1,785+3.0% | Added |
| Carret Asset Management, LLC | 62,349 | $10.3M | 1.21% | −2,473−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 62,536 | $10.3M | 0.01% | −580,157−90.3% | Reduced |
| Boston Common Asset Management, LLC | 62,604 | $10.3M | 0.44% | +7,209+13.0% | Added |
| Dorsey & Whitney Trust CO LLC | 63,078 | $10.4M | 0.99% | −5,510−8.0% | Reduced |
| Buckhead Capital Management LLC | 63,196 | $10.4M | 2.32% | −102−0.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 63,390 | $10.5M | 2.49% | −6,228−8.9% | Reduced |
| Private Management Group Inc | 63,519 | $10.5M | 0.46% | −50,018−44.1% | Reduced |
| Narwhal Capital Management | 64,042 | $10.6M | 1.34% | −1,640−2.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 64,046 | $10.6M | 2.87% | +162+0.3% | Added |
| Parthenon LLC | 64,122 | $10.6M | 1.59% | +692+1.1% | Added |
| Seizert Capital Partners, LLC | 64,334 | $10.6M | 0.51% | +13,340+26.2% | Added |
| Dowling & Yahnke LLC | 64,768 | $10.7M | 0.61% | +274+0.4% | Added |
| 2Xideas AG | 64,968 | $10.7M | 0.96% | −5,717−8.1% | Reduced |
| Captrust Financial Advisors | 65,359 | $10.8M | 0.10% | +3,943+6.4% | Added |
| GM Advisory Group, Inc. | 65,388 | $10.8M | 1.11% | −224−0.3% | Reduced |
| PEAK6 Investments LLC | 66,041 | $10.9M | 0.29% | +66,041 | New |
| Bowen Hanes & Co Inc | 66,360 | $11.0M | 0.33% | −810−1.2% | Reduced |
| Sandy Spring Bank | 66,393 | $11.0M | 0.58% | −451−0.7% | Reduced |
| Churchill Management Corp | 66,648 | $11.0M | 0.16% | +2,563+4.0% | Added |
| Banyan Capital Management, Inc. | 66,738 | $11.0M | 6.86% | −39−0.1% | Reduced |
| Alberta Investment Management Corp | 68,500 | $11.3M | 0.09% | 00.0% | Unchanged |
| Hartford Investment Management Co | 68,518 | $11.3M | 0.28% | −2,690−3.8% | Reduced |
| Silvercrest Asset Management Group LLC | 69,157 | $11.4M | 0.07% | −4,276−5.8% | Reduced |
| NFC Investments, LLC | 69,332 | $11.5M | 3.01% | +140+0.2% | Added |
| Claar Advisors LLC | 70,000 | $11.6M | 3.45% | 00.0% | Unchanged |
| Connors Investor Services Inc | 70,474 | $11.6M | 1.21% | −36,470−34.1% | Reduced |
| Tocqueville Asset Management L.P. | 68,123 | $11.8M | 0.17% | −247−0.4% | Reduced |