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 |
|---|---|---|---|---|---|
| Bank of Montreal | 1,810,297 | $298.7M | 0.16% | +309,647+20.6% | Added |
| Sustainable Growth Advisers, LP | 1,990,888 | $329.0M | 1.73% | +2,737+0.1% | Added |
| 1832 Asset Management L.P. | 2,060,550 | $337.8M | 0.65% | +777,950+60.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,131,623 | $352.2M | 1.76% | −63,134−2.9% | Reduced |
| Nordea Investment Management AB | 2,194,754 | $362.6M | 0.49% | +306,576+16.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,233,125 | $369.0M | 0.59% | +2,270+0.1% | Added |
| Troy Asset Management Ltd | 2,347,801 | $387.9M | 6.62% | −27,358−1.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,351,019 | $388.5M | 0.23% | −114,501−4.6% | Reduced |
| Parametric Portfolio Associates LLC | 2,365,918 | $390.9M | 0.22% | +137,420+6.2% | Added |
| Schroder Investment Management Group | 2,538,133 | $419.4M | 0.53% | +151,054+6.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,583,711 | $426.9M | 1.37% | −462,448−15.2% | Reduced |
| Maj Invest Holding A/S | 2,641,804 | $436.5M | 7.16% | +73,693+2.9% | Added |
| Dimensional Fund Advisors LP | 2,643,389 | $436.8M | 0.14% | +46,895+1.8% | Added |
| Manufacturers Life Insurance Company, The | 2,762,571 | $456.5M | 0.37% | −122,302−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 3,091,796 | $510.9M | 0.17% | +52,730+1.7% | Added |
| Alliancebernstein L.P. | 3,287,313 | $543.2M | 0.22% | +93,150+2.9% | Added |
| Goldman Sachs Group Inc | 3,319,799 | $548.5M | 0.15% | −335,839−9.2% | Reduced |
| Ameriprise Financial Inc | 3,347,048 | $553.1M | 0.17% | +172,544+5.4% | Added |
| UBS Asset Management Americas Inc | 3,480,164 | $575.0M | 0.25% | +95,713+2.8% | Added |
| Deutsche Bank AG | 3,987,156 | $658.8M | 0.32% | −74,412−1.8% | Reduced |
| Franklin Resources Inc | 4,223,031 | $697.8M | 0.27% | +124,646+3.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,239,681 | $700.5M | 1.16% | +446,524+11.8% | Added |
| Legal & General Group Plc | 4,457,814 | $736.5M | 0.25% | +354,091+8.6% | Added |
| First Eagle Investment Management, LLC | 4,595,466 | $759.3M | 1.90% | −501,532−9.8% | Reduced |
| American Century Companies Inc | 4,770,960 | $788.3M | 0.54% | −386,833−7.5% | Reduced |
| Janus Henderson Group PLC | 4,840,427 | $799.8M | 0.34% | +33,338+0.7% | Added |
| Bank of America Corp | 4,846,785 | $800.8M | 0.09% | −751,655−13.4% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 4,902,510 | $810.0M | 13.81% | +91,522+1.9% | Added |
| Davis Selected Advisers | 4,917,390 | $812.5M | 3.34% | −38,197−0.8% | Reduced |
| Bank of New York Mellon Corp | 5,652,156 | $933.9M | 0.18% | −332,265−5.6% | Reduced |
| Lazard Asset Management LLC | 5,689,313 | $940.0M | 1.06% | −68,509−1.2% | Reduced |
| Longview Partners (Guernsey) LTD | 5,839,831 | $964.9M | 5.30% | −545,324−8.5% | Reduced |
| Norges Bank | 6,022,280 | $995.1M | 0.22% | −418,502−6.5% | Reduced |
| Invesco Ltd. | 6,213,617 | $1.03B | 0.25% | −553,070−8.2% | Reduced |
| Nuveen Asset Management, LLC | 6,638,338 | $1.10B | 0.33% | −411,571−5.8% | Reduced |
| Artisan Partners Limited Partnership | 6,793,969 | $1.12B | 1.35% | +938,790+16.0% | Added |
| Northern Trust Corp | 8,282,091 | $1.37B | 0.24% | −60,375−0.7% | Reduced |
| Geode Capital Management, LLC | 9,557,959 | $1.57B | 0.22% | +103,721+1.1% | Added |
| Morgan Stanley | 9,916,986 | $1.64B | 0.22% | +622,891+6.7% | Added |
| FMR LLC | 11,781,138 | $1.95B | 0.15% | +3,533,898+42.8% | Added |
| JPMorgan Chase & Co | 12,372,056 | $2.04B | 0.26% | +108,201+0.9% | Added |
| Dodge & Cox | 12,662,934 | $2.09B | 1.37% | −1,005,830−7.4% | Reduced |
| Massachusetts Financial Services Co | 12,779,907 | $2.11B | 0.62% | −181,577−1.4% | Reduced |
| Fisher Asset Management, LLC | 15,370,083 | $2.54B | 1.59% | +185,909+1.2% | Added |
| State Street Corp | 34,594,740 | $5.72B | 0.30% | +255,893+0.7% | Added |
| Wellington Management Group LLP | 36,806,441 | $6.08B | 1.01% | −4,006,005−9.8% | Reduced |
| Vanguard Group Inc | 47,924,310 | $7.92B | 0.20% | +314,888+0.7% | Added |
| BlackRock Inc. | 48,691,683 | $8.05B | 0.23% | +2,355,868+5.1% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $25.1B | 8.55% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 82 | – | – | −8−8.9% | Reduced |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Global Frontier Investments LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| BLS Capital Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −739,706−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −395,620−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −277,160−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −197,484−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −87,751−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −85,614−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −83,007−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −47,658−100.0% | Sold out |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −37,844−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −35,798−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −31,272−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,572−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −21,175−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −18,196−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −15,473−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,454−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −13,095−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −8,462−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −7,137−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −6,679−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,488−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Wealthgate Family Office, LLC | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Tortoise Index Solutions, LLC | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,356−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,235−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |