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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Edge Wealth Management LLC | 370 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $62.0K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 384 | $63.0K | 0.01% | +384 | New |
| Gleason Group, Inc. | 392 | $65.0K | 0.02% | +1+0.3% | Added |
| Field & Main Bank | 400 | $66.0K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 400 | $66.0K | 0.05% | +400 | New |
| West Paces Advisors Inc. | 437 | $72.2K | 0.03% | +16+3.8% | Added |
| QVR LLC | 445 | $74.0K | 0.19% | +445 | New |
| Carmichael Hill & Associates, Inc. | 467 | $77.0K | 0.04% | −4−0.8% | Reduced |
| Tobam | 468 | $77.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 466 | $77.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 480 | $79.0K | 0.06% | +430+860.0% | Added |
| Godsey & Gibb Associates | 480 | $79.0K | 0.05% | +480 | New |
| Coastal Capital Group, Inc. | 491 | $81.0K | 0.02% | −58−10.6% | Reduced |
| Charter Oak Capital Management, LLC | 495 | $82.0K | 0.01% | +130+35.6% | Added |
| Pittenger & Anderson Inc | 500 | $83.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $83.0K | 0.10% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 504 | $83.0K | 0.01% | +1+0.2% | Added |
| PrairieView Partners, LLC | 500 | $83.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 505 | $83.0K | 0.01% | −3−0.6% | Reduced |
| AlphaMark Advisors, LLC | 518 | $86.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 525 | $87.0K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 543 | $90.0K | 0.05% | +543 | New |
| Enterprise Financial Services Corp | 546 | $91.0K | 0.01% | +9+1.7% | Added |
| Dividend Assets Capital, LLC | 565 | $93.0K | 0.02% | −150−21.0% | Reduced |
| Prentice Wealth Management LLC | 564 | $93.0K | 0.05% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $93.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 564 | $93.0K | 0.00% | +71+14.4% | Added |
| American State Bank (Iowa) | 570 | $94.2K | 0.07% | −30−5.0% | Reduced |
| Lumature Wealth Partners, LLC | 579 | $96.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 588 | $97.0K | 0.06% | +587+58,700.0% | Added |
| Castleview Partners, LLC | 592 | $98.0K | 0.04% | +592 | New |
| Orion Capital Management LLC | 600 | $99.0K | 0.06% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 484 | $99.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 603 | $100.0K | 0.00% | −272−31.1% | Reduced |
| Raffa Wealth Management, LLC | 617 | $101.9K | 0.04% | −1,196−66.0% | Reduced |
| Tradewinds Capital Management, LLC | 632 | $104.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 630 | $104.0K | 0.07% | +30+5.0% | Added |
| Institutional & Family Asset Management, LLC | 637 | $105.0K | 0.02% | −494−43.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 635 | $105.0K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 105,000 | $107.0K | 0.07% | +103,871+9,200.3% | Added |
| Plante Moran Financial Advisors, LLC | 645 | $107.0K | 0.03% | +352+120.1% | Added |
| CKW Financial Group | 650 | $109.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 659 | $109.0K | 0.07% | +140+27.0% | Added |
| Logan Capital Management Inc | 665 | $110.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 679 | $112.0K | 0.01% | +7+1.0% | Added |
| Elmwood Wealth Management, Inc. | 675 | $112.0K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 687 | $114.0K | 0.03% | −200−22.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $114.0K | 0.08% | 00.0% | Unchanged |
| Bollard Group LLC | 698 | $115.0K | 0.00% | +2+0.3% | Added |
| Gemmer Asset Management LLC | 694 | $115.0K | 0.02% | +13+1.9% | Added |
| Red Door Wealth Management, LLC | 703 | $116.0K | 0.05% | +703 | New |
| Lenox Wealth Advisors, LLC | 709 | $117.0K | 0.01% | −175−19.8% | Reduced |
| Sirios Capital Management L P | 707 | $117.0K | 0.01% | −76−9.7% | Reduced |
| Norway Savings Bank | 714 | $118.0K | 0.06% | 00.0% | Unchanged |
| Rock Creek Group, LP | 716 | $118.0K | 0.02% | +8+1.1% | Added |
| Harvest Fund Management Co., Ltd | 708 | $118.0K | 0.01% | +199+39.1% | Added |
| BerganKDV Wealth Management, LLC | 721 | $119.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 719 | $119.0K | 0.11% | +2+0.3% | Added |
| Baron Financial Group, LLC | 721 | $119.1K | 0.07% | 00.0% | Unchanged |
| Savior LLC | 726 | $120.0K | 0.10% | −47−6.1% | Reduced |
| Tarbox Family Office, Inc. | 731 | $121.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $123.0K | 0.05% | −8−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 745 | $123.0K | 0.06% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 750 | $124.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 761 | $126.0K | 0.08% | +88+13.1% | Added |
| Endurance Wealth Management, Inc. | 775 | $128.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 773 | $128.0K | 0.01% | +600+346.8% | Added |
| First Financial Corp | 795 | $131.0K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 797 | $132.0K | 0.00% | +1+0.1% | Added |
| Freedman Financial Associates, Inc. | 849 | $140.0K | 0.11% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 850 | $140.0K | 0.09% | +850 | New |
| Prestige Wealth Management Group LLC | 862 | $142.0K | 0.04% | −61−6.6% | Reduced |
| Bellwether Advisors, LLC | 866 | $143.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $146.0K | 0.07% | +884 | New |
| JFS Wealth Advisors, LLC | 890 | $147.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $148.7K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 882 | $150.0K | 0.12% | +882 | New |
| Financial Management Professionals, Inc. | 957 | $158.0K | 0.04% | +107+12.6% | Added |
| Paloma Partners Management Co | 960 | $159.0K | 0.00% | −1,074−52.8% | Reduced |
| Lindbrook Capital, LLC | 987 | $163.0K | 0.04% | +9+0.9% | Added |
| Wolverine Asset Management LLC | 997 | $164.0K | 0.00% | −910−47.7% | Reduced |
| Sierra Capital LLC | 993 | $164.0K | 0.03% | −465−31.9% | Reduced |
| Close Asset Management Ltd | 1,001 | $165.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,000 | $165.0K | 0.09% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $165.0K | 0.10% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 582 | $166.0K | 0.03% | +31+5.6% | Added |
| Assetmark, Inc | 1,021 | $169.0K | 0.00% | +105+11.5% | Added |
| Global Financial Private Client, LLC | 1,014 | $169.3K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,030 | $170.0K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,054 | $174.0K | 0.10% | −905−46.2% | Reduced |
| Key Financial Inc | 1,023 | $174.0K | 0.10% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,083 | $179.0K | 0.10% | +65+6.4% | Added |
| Valley National Advisers Inc | 1,149 | $190.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,149 | $190.0K | 0.02% | +135+13.3% | Added |
| Hanson & Doremus Investment Management | 1,926 | $193.0K | 0.06% | −871−31.1% | Reduced |
| Concord Wealth Partners | 1,167 | $193.0K | 0.06% | −91−7.2% | Reduced |
| CVA Family Office, LLC | 1,179 | $195.0K | 0.06% | +520+78.9% | Added |
| Pinebridge Investments, L.P. | 1,185 | $196.0K | 0.00% | +59+5.2% | Added |
| TFC Financial Management | 1,191 | $197.0K | 0.07% | −23−1.9% | Reduced |