Skip to main content

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.

Institutional holdersQ2 2021: 1,851 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ2 2021: $112.6B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2021.

Institutions holding AXP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Investment Partners, LLC385,622$63.7M3.33%−63,993−14.2%Reduced
US Bancorp385,681$63.7M0.12%−8,695−2.2%Reduced
Great Lakes Advisors, LLC386,355$63.8M0.96%−2,342−0.6%Reduced
Glenmede Trust Co NA386,709$63.9M0.33%−12,212−3.1%Reduced
Gofen & Glossberg LLC387,576$64.0M1.52%−995−0.3%Reduced
Ensign Peak Advisors, Inc391,144$64.6M0.13%−12,814−3.2%Reduced
Clark Capital Management Group, Inc.400,832$66.2M0.93%+9,127+2.3%Added
Schwerin Boyle Capital Management Inc402,759$66.5M5.49%−4,600−1.1%Reduced
Raymond James & Associates403,236$66.6M0.06%−30,041−6.9%Reduced
FIL Ltd403,351$66.6M0.07%+61,233+17.9%Added
Boston Trust Walden Corp407,240$67.3M0.60%−3,401−0.8%Reduced
State of New Jersey Common Pension Fund D409,403$67.6M0.22%−3,044−0.7%Reduced
Public Employees Retirement System of Ohio420,760$69.5M0.25%−4,994−1.2%Reduced
Mn Services Vermogensbeheer B.V.502,112$70.0M0.54%+502,112New
Chevy Chase Trust Holdings, Inc.425,393$70.3M0.24%−23,304−5.2%Reduced
Johnson Investment Counsel Inc426,647$70.5M0.98%−38,888−8.4%Reduced
Truist Financial Corp436,568$72.1M0.12%−26,493−5.7%Reduced
Stifel Financial Corp440,840$72.8M0.11%−9,022−2.0%Reduced
Mitsubishi UFJ Trust & Banking Corp442,260$73.1M0.15%−55,880−11.2%Reduced
ETF Managers Group, LLC447,927$73.6M1.20%−63,061−12.3%Reduced
Toronto Dominion Bank448,586$74.1M0.11%−29,466−6.2%Reduced
Nissay Asset Management Corp450,551$74.4M0.65%+24,531+5.8%Added
Kiltearn Partners LLP469,930$77.6M3.11%−207,000−30.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.477,360$78.9M0.43%+60,305+14.5%Added
Markel Group Inc.SuperinvestorMarkel Group484,250$80.0M1.01%+1000.0%Added
Cacti Asset Management LLC475,611$80.6M6.64%00.0%Unchanged
Equity Investment Corp513,979$84.9M3.20%−46,628−8.3%Reduced
Marsico Capital Management LLC514,778$85.1M2.11%−37,836−6.8%Reduced
Formuepleje A/S555,094$91.7M3.55%−44,808−7.5%Reduced
Retirement Systems of Alabama556,316$91.9M0.33%+12,231+2.2%Added
Zurich Insurance Group Ltd576,667$95.3M1.19%−68,167−10.6%Reduced
Focused Investors LLC588,600$97.3M3.10%−14,700−2.4%Reduced
Blair William & Co588,895$97.3M0.34%+6,495+1.1%Added
Capitolis Advisors LLC590,335$97.5M1.15%+457,526+344.5%Added
Waverton Investment Management Ltd592,447$97.9M3.94%+385+0.1%Added
Russell Investments Group, Ltd.593,691$98.1M0.16%−66,154−10.0%Reduced
King Luther Capital Management Corp599,760$99.1M0.48%+36,500+6.5%Added
Fayez Sarofim & Co601,859$99.4M0.33%−10.0%Reduced
Crawford Investment Counsel Inc608,590$100.6M2.03%+14,422+2.4%Added
First Trust Advisors LP624,246$103.1M0.11%+149,095+31.4%Added
Hosking Partners LLP624,295$103.2M2.29%−9,489−1.5%Reduced
Ci Investments Inc.632,343$104.5M0.38%+52,891+9.1%Added
Korea Investment CORP648,891$107.2M0.31%−210,413−24.5%Reduced
Mairs & Power Inc668,474$110.5M1.09%−132,059−16.5%Reduced
Douglas Lane & Associates, LLC668,638$110.5M1.55%−1,404−0.2%Reduced
AMF Pensionsforsakring AB685,301$113.3M0.78%−7,246−1.0%Reduced
Two Sigma Investments, LP686,228$113.4M0.30%+441,790+180.7%Added
AXA S.A.714,240$118.0M0.33%−62,294−8.0%Reduced
Panagora Asset Management Inc723,050$119.5M0.64%+540,353+295.8%Added
Swedbank AB728,097$120.3M0.23%−260,712−26.4%Reduced
Thrivent Financial for Lutherans734,564$121.4M0.25%−75,698−9.3%Reduced
First Manhattan Co739,796$122.2M0.45%−2,315−0.3%Reduced
STRS Ohio756,533$125.0M0.45%−10,628−1.4%Reduced
New York State Teachers Retirement System765,059$126.4M0.26%−29,033−3.7%Reduced
Canada Pension Plan Investment Board778,265$128.6M0.15%+80,192+11.5%Added
Ceredex Value Advisors LLC780,717$129.0M1.45%−71,264−8.4%Reduced
Kovitz Investment Group Partners, LLC787,977$130.2M2.58%−67,562−7.9%Reduced
Principal Financial Group Inc795,163$131.4M0.08%+33,659+4.4%Added
Prudential Financial Inc807,732$133.5M0.18%+216,220+36.6%Added
Parnassus Investments808,371$133.6M0.29%00.0%Unchanged
State Board of Administration of Florida Retirement System837,877$138.4M0.26%−18,885−2.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund856,146$141.5M0.32%+660,746+338.2%Added
National Pension Service887,218$146.6M0.28%+9,168+1.0%Added
Holocene Advisors, LP893,253$147.6M0.90%+893,253New
Lord, Abbett & Co. LLC893,519$147.6M0.36%−123,973−12.2%Reduced
Timucuan Asset Management Inc905,317$149.6M5.92%−3,787−0.4%Reduced
M&G Investment Management Ltd916,868$151.3M0.79%+266,726+41.0%Added
Marathon Asset Management LLP926,919$153.2M1.85%+150,939+19.5%Added
Pensioenfonds Rail & Ov978,363$161.7M3.53%00.0%Unchanged
TD Asset Management Inc949,744$162.0M0.16%+2560.0%Added
Gabelli Funds LLC981,333$162.1M1.03%−18,475−1.8%Reduced
Citadel Advisors LLC998,243$164.9M0.17%+83,630+9.1%Added
Gamco Investors, Inc. Et Al1,017,089$168.1M1.42%−25,565−2.5%Reduced
Beutel, Goodman & Co Ltd.1,021,608$168.8M1.00%−1,078,812−51.4%Reduced
Artemis Investment Management LLP1,036,672$171.5M1.48%+93,486+9.9%Added
Macquarie Group Ltd1,043,728$172.5M0.14%+858,003+462.0%Added
Smead Capital Management, Inc.1,046,930$173.0M6.06%+111,500+11.9%Added
Ninety One UK Ltd1,050,435$173.6M0.45%−154,518−12.8%Reduced
BNP Paribas Arbitrage, SA1,061,510$175.4M0.34%+84,971+8.7%Added
Ruffer LLP1,063,207$175.7M4.92%−488,367−31.5%Reduced
The PNC Financial Services Group, Inc.1,107,426$183.0M0.17%−17,004−1.5%Reduced
Rhumbline Advisers1,130,473$186.8M0.25%−73,638−6.1%Reduced
Citigroup Inc1,161,651$191.9M0.17%−75,810−6.1%Reduced
California State Teachers Retirement System1,217,181$201.1M0.25%−27,735−2.2%Reduced
HSBC Holdings PLC1,220,153$201.3M0.24%+53,710+4.6%Added
Royal Bank of Canada1,300,064$214.8M0.06%+157,990+13.8%Added
Eaton Vance Management1,339,965$221.4M0.30%−201,206−13.1%Reduced
State of Wisconsin Investment Board1,396,830$230.8M0.48%−64,551−4.4%Reduced
Amundi1,403,684$231.9M0.16%+1,403,684New
Credit Suisse AG1,436,372$235.9M0.18%+64,134+4.7%Added
Allianz Asset Management GmbH1,448,347$239.3M0.22%−177,229−10.9%Reduced
California Public Employees Retirement System1,465,034$242.1M0.18%−28,010−1.9%Reduced
Pictet Asset Management Ltd1,489,683$246.1M0.27%+227,406+18.0%Added
Clearbridge Investments, LLC1,491,642$246.5M0.17%+197,217+15.2%Added
Standard Life Aberdeen plc1,524,691$251.9M0.55%−185,453−10.8%Reduced
New York State Common Retirement Fund1,636,149$270.3M0.28%+47,110+3.0%Added
Wells Fargo & Company1,662,684$274.7M0.06%−115,147−6.5%Reduced
Barclays PLC1,725,749$285.1M0.23%+321,401+22.9%Added
Price T Rowe Associates Inc1,735,071$286.7M0.03%−132,067−7.1%Reduced
UBS Group AG1,779,086$294.0M0.12%−410,874−18.8%Reduced