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 |
|---|---|---|---|---|---|
| CNB Bank | 1,198 | $198.0K | 0.12% | −98−7.6% | Reduced |
| Firestone Capital Management | 1,215 | $201.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,215 | $201.0K | 0.05% | +1,215 | New |
| Wealth Management Partners, LLC | 1,216 | $201.0K | 0.14% | +1,216 | New |
| Gsa Capital Partners LLP | 1,228 | $203.0K | 0.02% | −445−26.6% | Reduced |
| MV Capital Management, Inc. | 1,231 | $203.0K | 0.03% | +88+7.7% | Added |
| Zions Bancorporation, N.A. | 1,226 | $203.0K | 0.02% | +261+27.0% | Added |
| Portland Global Advisors LLC | 1,237 | $204.0K | 0.04% | +1,237 | New |
| DT Investment Partners, LLC | 1,234 | $204.0K | 0.03% | +1,234 | New |
| Long Road Investment Counsel, LLC | 1,233 | $204.0K | 0.09% | +1,233 | New |
| Signature Estate & Investment Advisors LLC | 1,238 | $205.0K | 0.01% | +1,238 | New |
| Southeast Asset Advisors Inc. | 1,238 | $205.0K | 0.03% | +1,238 | New |
| Blue Square Asset Management, LLC | 1,240 | $205.0K | 0.13% | +1,240 | New |
| Edgestream Partners, L.P. | 1,246 | $206.0K | 0.01% | −51,293−97.6% | Reduced |
| Almanack Investment Partners, LLC. | 1,244 | $206.0K | 0.02% | −170−12.0% | Reduced |
| Garner Asset Management Corp | 1,247 | $206.0K | 0.10% | +1,247 | New |
| Berger Financial Group, Inc | 1,245 | $206.0K | 0.04% | +1,245 | New |
| Latitude Advisors, LLC | 1,247 | $206.0K | 0.15% | +1,247 | New |
| Continuum Advisory, LLC | 1,251 | $207.0K | 0.06% | +1,251 | New |
| Coho Partners, Ltd. | 1,265 | $209.0K | 0.00% | +1,265 | New |
| Vivaldi Capital Management, LLC | 1,266 | $210.0K | 0.04% | −79−5.9% | Reduced |
| Summit Asset Management, LLC | 1,270 | $210.0K | 0.07% | +1,270 | New |
| ETF Portfolio Partners, Inc. | 1,269 | $210.0K | 0.08% | +1,269 | New |
| Bulltick Wealth Management, LLC | 1,273 | $210.3K | 0.05% | −801−38.6% | Reduced |
| First National Bank of Omaha | 1,492 | $211.0K | 0.01% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 1,285 | $212.0K | 0.09% | +1,285 | New |
| Mycio Wealth Partners, LLC | 1,282 | $212.0K | 0.09% | +1,282 | New |
| Paradigm Financial Advisors, LLC | 1,285 | $212.0K | 0.05% | +1,285 | New |
| Halbert Hargrove Global Advisors, LLC | 1,286 | $213.0K | 0.01% | −141−9.9% | Reduced |
| Point72 Hong Kong Ltd | 1,290 | $213.0K | 0.01% | +1,272+7,066.7% | Added |
| Spark Investment Management LLC | 1,300 | $214.0K | 0.12% | +1,300 | New |
| Polaris Wealth Advisory Group, LLC | 1,280 | $214.0K | 0.01% | +1,280 | New |
| Port Capital LLC | 1,295 | $214.0K | 0.01% | +1,295 | New |
| Fulcrum Capital LLC | 1,300 | $215.0K | 0.05% | +1,300 | New |
| Koss-Olinger Consulting, LLC | 1,302 | $215.0K | 0.03% | +1,302 | New |
| Rollins Financial | 1,310 | $216.0K | 0.08% | +1,310 | New |
| Oxinas Partners Wealth Management LLC | 1,312 | $217.0K | 0.12% | +1,312 | New |
| Warther Private Wealth, LLC | 1,299 | $217.0K | 0.21% | +1,299 | New |
| Hexagon Capital Partners LLC | 1,320 | $218.0K | 0.06% | +29+2.2% | Added |
| PBMares Wealth Management LLC | 1,329 | $220.0K | 0.12% | −319−19.4% | Reduced |
| Baker Boyer National Bank | 1,593 | $221.0K | 0.11% | +1,593 | New |
| First Business Financial Services, Inc. | 1,343 | $222.0K | 0.03% | +1,343 | New |
| Cardan Capital Partners, LLC | 1,342 | $222.0K | 0.02% | +1,342 | New |
| Burns J W & Co Inc | 1,353 | $224.0K | 0.04% | +1,353 | New |
| SevenBridge Financial Group, LLC | 1,354 | $224.0K | 0.07% | +1,354 | New |
| Claybrook Capital, LLC | 1,354 | $224.0K | 0.07% | +1,354 | New |
| Glenview State Bank Trust Dept. | 1,358 | $225.0K | 0.07% | −500−26.9% | Reduced |
| First Command Bank | 1,358 | $225.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,358 | $225.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 1,364 | $225.0K | 0.03% | +1,364 | New |
| Legacy Private Trust Co. | 1,365 | $226.0K | 0.02% | +1,365 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,369 | $226.0K | 0.01% | +1,369 | New |
| Mayfair Advisory Group, LLC | 1,367 | $226.0K | 0.36% | +1,367 | New |
| Galvin, Gaustad & Stein, LLC | 1,375 | $227.0K | 0.02% | −255−15.6% | Reduced |
| Bridges Investment Management Inc | 1,375 | $227.0K | 0.01% | −50−3.5% | Reduced |
| Providence Capital Advisors, LLC | 1,377 | $228.0K | 0.07% | +471+52.0% | Added |
| MBA Advisors LLC | 1,387 | $229.0K | 0.17% | +1,387 | New |
| KLCM Advisors, Inc. | 1,395 | $230.0K | 0.05% | −72,662−98.1% | Reduced |
| Oxbow Advisors, LLC | 1,395 | $230.0K | 0.02% | +1,395 | New |
| Hoover Financial Advisors, Inc. | 1,400 | $231.0K | 0.04% | +900+180.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $231.0K | 0.02% | +1,400 | New |
| 17 Capital Partners, LLC | 1,400 | $231.0K | 0.21% | +1,400 | New |
| Tortoise Investment Management, LLC | 1,405 | $232.0K | 0.05% | +247+21.3% | Added |
| Wealthcare Advisory Partners LLC | 1,408 | $233.0K | 0.02% | −575−29.0% | Reduced |
| Twin Lakes Capital Management, LLC | 1,417 | $234.0K | 0.13% | −47−3.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,417 | $234.0K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,422 | $235.0K | 0.03% | +1,422 | New |
| Affinity Capital Advisors, LLC | 1,431 | $236.0K | 0.08% | −176−11.0% | Reduced |
| Allen Capital Group, LLC | 1,431 | $236.0K | 0.05% | −9−0.6% | Reduced |
| Colonial Trust Advisors | 1,431 | $236.0K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,430 | $237.0K | 0.05% | −45−3.1% | Reduced |
| Annex Advisory Services, LLC | 1,437 | $237.0K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,437 | $237.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,451 | $238.0K | 0.03% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $238.0K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,426 | $238.0K | 0.02% | +1,426 | New |
| Princeton Portfolio Strategies Group LLC | 1,446 | $239.0K | 0.05% | −700−32.6% | Reduced |
| Strategic Blueprint, LLC | 1,447 | $239.0K | 0.04% | +1,447 | New |
| Cozad Asset Management Inc | 1,450 | $240.0K | 0.04% | −100−6.5% | Reduced |
| E&G Advisors, LP | 0 | $240.0K | 0.07% | 0 | New |
| Fagan Associates, Inc. | 1,460 | $241.0K | 0.05% | 00.0% | Unchanged |
| United Bank | 1,475 | $244.0K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,483 | $245.0K | 0.07% | +1,483 | New |
| Delta Asset Management LLC | 1,486 | $246.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,488 | $246.0K | 0.00% | +260+21.2% | Added |
| Mengis Capital Management, Inc. | 1,500 | $247.0K | 0.05% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,497 | $247.0K | 0.03% | +2+0.1% | Added |
| Intrust Bank NA | 1,492 | $247.0K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,492 | $247.0K | 0.04% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,497 | $247.0K | 0.03% | +1,497 | New |
| Fiera Capital Corp | 1,500 | $248.0K | 0.00% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $248.0K | 0.11% | −26−1.7% | Reduced |
| Professional Advisory Services Inc | 1,500 | $248.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,500 | $248.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,500 | $248.0K | 0.06% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,498 | $248.0K | 0.07% | +1,498 | New |
| City Holding Co | 1,510 | $249.0K | 0.04% | −100−6.2% | Reduced |
| Autus Asset Management, LLC | 1,510 | $249.0K | 0.03% | −100−6.2% | Reduced |
| All Season Financial Advisors, Inc. | 1,505 | $249.0K | 0.18% | +1,505 | New |
| Kistler-Tiffany Companies, LLC | 1,512 | $250.0K | 0.06% | 00.0% | Unchanged |