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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 145,679 | $24.1M | 0.14% | +1,411+1.0% | Added |
| Bank of Nova Scotia | 145,772 | $24.1M | 0.05% | +22,084+17.9% | Added |
| MUFG Americas Holdings Corp | 147,199 | $24.3M | 0.45% | −2,706−1.8% | Reduced |
| LMR Partners LLP | 147,464 | $24.4M | 0.37% | +147,464 | New |
| Morningstar Investment Services LLC | 148,811 | $24.4M | 0.29% | +2,250+1.5% | Added |
| Forsta Ap-Fonden | 148,000 | $24.5M | 0.29% | +17,600+13.5% | Added |
| MetLife Investment Management | 148,743 | $24.6M | 0.22% | −4,638−3.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 147,833 | $24.6M | 0.86% | +147,833 | New |
| Advisor Group Holdings, Inc. | 148,948 | $24.6M | 0.05% | +6,114+4.3% | Added |
| APG Asset Management N.V. | 181,699 | $25.3M | 0.04% | +62,000+51.8% | Added |
| Destination Wealth Management | 153,350 | $25.3M | 0.98% | +1,504+1.0% | Added |
| Quilter Plc | 155,726 | $25.7M | 0.74% | −1,973−1.3% | Reduced |
| Select Equity Group, L.P. | 156,095 | $25.8M | 0.09% | −141,215−47.5% | Reduced |
| Factory Mutual Insurance Co | 158,368 | $26.2M | 0.32% | −5,378−3.3% | Reduced |
| NN Investment Partners Holdings N.V. | 161,588 | $26.7M | 0.14% | −1,112−0.7% | Reduced |
| M&T Bank Corp | 163,391 | $27.0M | 0.12% | −4,221−2.5% | Reduced |
| Employees Retirement System of Texas | 163,945 | $27.1M | 0.33% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 164,049 | $27.1M | 0.67% | −1,850−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 164,097 | $27.1M | 1.29% | +105,473+179.9% | Added |
| Amalgamated Bank | 164,299 | $27.1M | 0.22% | +128,566+359.8% | Added |
| Rothschild & Co Asset Management US Inc. | 164,546 | $27.2M | 0.32% | +322+0.2% | Added |
| Agf Investments Inc. | 166,030 | $27.4M | 0.21% | +66,925+67.5% | Added |
| Manning & Napier Group, LLC | 167,715 | $27.7M | 0.23% | −466,428−73.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 171,656 | $28.3M | 0.29% | +16,197+10.4% | Added |
| United Capital Financial Advisers, LLC | 171,748 | $28.4M | 0.14% | −551−0.3% | Reduced |
| Regions Financial Corp | 173,761 | $28.7M | 0.25% | +152+0.1% | Added |
| Vontobel Holding Ltd. | 175,611 | $28.8M | 0.25% | +10,478+6.3% | Added |
| Susquehanna Fundamental Investments, LLC | 174,621 | $28.9M | 0.53% | −2,700−1.5% | Reduced |
| Pelham Global Financials Ltd | 178,826 | $29.5M | 9.53% | +18,600+11.6% | Added |
| Nomura Holdings Inc | 183,417 | $29.6M | 0.25% | +175,045+2,090.8% | Added |
| ING Groep NV | 179,168 | $29.6M | 0.47% | +80,236+81.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 181,092 | $29.9M | 0.06% | +12,864+7.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 190,213 | $31.4M | 0.17% | −4,025−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 190,783 | $31.5M | 0.08% | +8,693+4.8% | Added |
| Barr E S & Co | 191,407 | $31.6M | 2.28% | −1,178−0.6% | Reduced |
| Arizona State Retirement System | 191,850 | $31.7M | 0.26% | −1,023−0.5% | Reduced |
| Avalon Investment & Advisory | 192,154 | $31.8M | 0.70% | −1,743−0.9% | Reduced |
| Roffman Miller Associates Inc | 411,219 | $31.9M | 2.41% | +60,712+17.3% | Added |
| Baird Financial Group, Inc. | 192,812 | $31.9M | 0.08% | −24,544−11.3% | Reduced |
| Aureus Asset Management, LLC | 193,469 | $32.0M | 2.05% | +7,840+4.2% | Added |
| First Republic Investment Management, Inc. | 196,373 | $32.4M | 0.08% | +18,560+10.4% | Added |
| NorthCoast Asset Management LLC | 196,069 | $32.5M | 1.16% | +6,225+3.3% | Added |
| Anchor Capital Advisors LLC | 198,604 | $32.8M | 0.66% | −1,928−1.0% | Reduced |
| Heritage Investors Management Corp | 198,760 | $32.8M | 1.37% | −8,858−4.3% | Reduced |
| Fifth Third Bancorp | 202,928 | $33.5M | 0.15% | +4,300+2.2% | Added |
| Country Trust Bank | 205,864 | $34.0M | 1.01% | −3,266−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 208,021 | $34.4M | 1.75% | −24,598−10.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 208,678 | $34.5M | 0.07% | +11,368+5.8% | Added |
| Campbell Newman Asset Management Inc | 209,277 | $34.6M | 3.39% | +1,009+0.5% | Added |
| Aquamarine Capital Management, LLC | 210,000 | $34.7M | 16.28% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 217,585 | $36.0M | 0.21% | +5,571+2.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 220,520 | $36.4M | 0.33% | +3,700+1.7% | Added |
| Todd Asset Management LLC | 221,552 | $36.6M | 0.83% | +572+0.3% | Added |
| Alps Advisors Inc | 223,815 | $37.0M | 0.33% | −202−0.1% | Reduced |
| Cambiar Investors LLC | 227,207 | $37.5M | 1.21% | −154,072−40.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 228,443 | $37.7M | 0.07% | +228,443 | New |
| Cohen Klingenstein LLC | 228,969 | $37.8M | 1.63% | 00.0% | Unchanged |
| American International Group, Inc. | 232,271 | $38.4M | 0.15% | −4,822−2.0% | Reduced |
| Epoch Investment Partners, Inc. | 233,036 | $38.5M | 0.21% | −129,299−35.7% | Reduced |
| Neuberger Berman Group LLC | 250,091 | $39.1M | 0.03% | +23,407+10.3% | Added |
| ZWJ Investment Counsel Inc | 236,579 | $39.1M | 2.26% | −931−0.4% | Reduced |
| Two Sigma Advisers, LP | 237,100 | $39.2M | 0.10% | +173,000+269.9% | Added |
| Royal London Asset Management Ltd | 239,379 | $39.6M | 0.16% | −7,644−3.1% | Reduced |
| SEI Investments Co | 245,800 | $40.6M | 0.09% | +32,270+15.1% | Added |
| Aviva PLC | 247,366 | $40.9M | 0.18% | +18,868+8.3% | Added |
| Par Capital Management Inc | 250,000 | $41.3M | 1.03% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 253,830 | $41.9M | 1.31% | +1,555+0.6% | Added |
| Inverness Counsel LLC | 254,969 | $42.1M | 1.54% | +53,668+26.7% | Added |
| Calamos Advisors LLC | 255,934 | $42.3M | 0.21% | +27,422+12.0% | Added |
| Cambridge Trust Co | 257,593 | $42.6M | 1.60% | +5,791+2.3% | Added |
| Natixis Advisors, L.P. | 263,971 | $43.6M | 0.21% | −10,275−3.7% | Reduced |
| Victory Capital Management Inc | 267,279 | $44.2M | 0.04% | +50,263+23.2% | Added |
| LPL Financial LLC | 268,559 | $44.4M | 0.04% | +17,629+7.0% | Added |
| Central Securities Corp | 270,000 | $44.6M | 4.59% | −30,000−10.0% | Reduced |
| WestEnd Advisors, LLC | – | $44.9M | 1.45% | – | – |
| AMP Capital Investors Ltd | 272,283 | $45.0M | 0.22% | +15,200+5.9% | Added |
| Tweedy, Browne Co LLC | 272,355 | $45.0M | 1.26% | −19,481−6.7% | Reduced |
| Treasurer of the State of North Carolina | 276,890 | $45.8M | 0.27% | −2,430−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 280,212 | $46.3M | 0.43% | +4,914+1.8% | Added |
| Voya Investment Management LLC | 285,991 | $47.3M | 0.09% | −13,218−4.4% | Reduced |
| Advisors Asset Management, Inc. | 289,906 | $47.9M | 0.69% | +720.0% | Added |
| Clarkston Capital Partners, LLC | 290,490 | $48.0M | 0.85% | +1,534+0.5% | Added |
| Susquehanna International Group, LLP | 303,663 | $50.2M | 0.05% | −62,552−17.1% | Reduced |
| SG Americas Securities, LLC | 309,417 | $51.1M | 0.26% | +144,414+87.5% | Added |
| Beck Mack & Oliver LLC | 310,162 | $51.2M | 1.36% | +3,330+1.1% | Added |
| CIBC Private Wealth Group, LLC | 311,264 | $51.4M | 0.12% | +2,828+0.9% | Added |
| Unigestion Holding SA | 333,596 | $54.8M | 1.97% | +110,167+49.3% | Added |
| Sprucegrove Investment Management Ltd | 332,400 | $54.9M | 1.30% | −6,200−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 336,258 | $55.6M | 0.35% | +32,421+10.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 344,888 | $56.6M | 0.20% | −31,612−8.4% | Reduced |
| ProShare Advisors LLC | 345,953 | $57.2M | 0.17% | +20,586+6.3% | Added |
| Brown Advisory Inc | 346,233 | $57.2M | 0.09% | −6,744−1.9% | Reduced |
| Storebrand Asset Management AS | 348,570 | $57.6M | 0.28% | +4,019+1.2% | Added |
| CIBC World Markets Corp | 349,410 | $57.7M | 0.40% | +33,642+10.7% | Added |
| State of Tennessee, Treasury Department | 366,024 | $60.5M | 0.23% | −1300.0% | Reduced |
| HM Payson & Co | 368,859 | $60.9M | 1.49% | +11,357+3.2% | Added |
| HighTower Advisors, LLC | 372,056 | $61.5M | 0.18% | +538+0.1% | Added |
| Asset Management One Co.,Ltd. | 376,363 | $62.2M | 0.23% | −24,201−6.0% | Reduced |
| Huntington National Bank | 378,580 | $62.6M | 0.63% | +17,337+4.8% | Added |
| Envestnet Asset Management Inc | 380,476 | $62.9M | 0.04% | +17,446+4.8% | Added |