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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 1,514 | $250.0K | 0.07% | +14+0.9% | Added |
| Pettyjohn, Wood & White, Inc | 1,519 | $251.0K | 0.06% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,525 | $252.0K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,529 | $252.0K | 0.18% | +53+3.6% | Added |
| Independence Bank of Kentucky | 1,530 | $253.0K | 0.11% | −110−6.7% | Reduced |
| Armstrong Shaw Associates Inc | 1,534 | $253.0K | 0.22% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,540 | $254.0K | 0.15% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,537 | $254.0K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,535 | $254.0K | 0.06% | +1,535 | New |
| Centric Wealth Management | 1,544 | $255.0K | 0.09% | +1,544 | New |
| Patton Albertson Miller Group, LLC | 1,550 | $256.0K | 0.06% | −219−12.4% | Reduced |
| Covenant Multifamily Offices, LLC | 1,560 | $258.0K | 0.05% | +1,560 | New |
| Childress Capital Advisors, LLC | 1,568 | $259.0K | 0.12% | −791−33.5% | Reduced |
| Smith, Moore & Co. | 1,565 | $259.0K | 0.04% | +1+0.1% | Added |
| Acorn Wealth Advisors, LLC | 1,573 | $260.0K | 0.18% | +1+0.1% | Added |
| Axiom Investment Management LLC | 1,583 | $260.0K | 0.20% | +34+2.2% | Added |
| LCNB Corp | 1,577 | $261.0K | 0.13% | 00.0% | Unchanged |
| G&S Capital LLC | 1,585 | $262.0K | 0.14% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,582 | $262.0K | 0.04% | +32+2.1% | Added |
| Jefferies Group LLC | 1,587 | $262.2K | 0.00% | −26,739−94.4% | Reduced |
| Hall Laurie J Trustee | 1,589 | $263.0K | 0.10% | −445−21.9% | Reduced |
| Northwest Bancshares, Inc. | 1,589 | $263.0K | 0.06% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,593 | $263.0K | 0.14% | +1,593 | New |
| KG&L Capital Management,LLC | 1,600 | $264.0K | 0.12% | −1,054−39.7% | Reduced |
| Asset Advisors Investment Management, LLC | 1,600 | $264.0K | 0.03% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $264.0K | 0.08% | 00.0% | Unchanged |
| Truehand, Inc | 1,600 | $264.0K | 0.16% | 00.0% | Unchanged |
| Summit Global Investments | 1,600 | $264.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,595 | $264.0K | 0.02% | +1,595 | New |
| DRW Securities, LLC | 1,598 | $264.0K | 0.04% | +1,598 | New |
| Corrigan Financial, Inc. | 1,598 | $264.1K | 0.08% | +1+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 1,602 | $264.7K | 0.06% | +1,602 | New |
| Avantax Planning Partners, Inc. | 1,613 | $267.0K | 0.01% | +1,613 | New |
| O'Dell Group, LLC | 1,615 | $267.0K | 0.08% | +1,615 | New |
| Verity & Verity, LLC | 1,624 | $268.0K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,625 | $268.0K | 0.11% | +8+0.5% | Added |
| SFMG, LLC | 1,626 | $269.0K | 0.03% | +23+1.4% | Added |
| Traphagen Investment Advisors LLC | 1,628 | $269.0K | 0.05% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,637 | $270.0K | 0.08% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,632 | $270.0K | 0.06% | +515+46.1% | Added |
| St. Louis Trust Co | 1,640 | $271.0K | 0.07% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,638 | $271.0K | 0.07% | +106+6.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,644 | $272.0K | 0.05% | +1+0.1% | Added |
| Guyasuta Investment Advisors Inc | 1,650 | $273.0K | 0.02% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,650 | $273.0K | 0.05% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,661 | $274.0K | 0.04% | 00.0% | Unchanged |
| CPWM, LLC | 1,663 | $275.0K | 0.02% | −45−2.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,665 | $275.0K | 0.07% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,663 | $275.0K | 0.10% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,675 | $276.0K | 0.04% | −367−18.0% | Reduced |
| Michael B. Yongue | 1,675 | $276.0K | 0.20% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,683 | $277.0K | 0.01% | +13+0.8% | Added |
| Sittner & Nelson, LLC | 1,685 | $278.0K | 0.20% | +1+0.1% | Added |
| Rede Wealth, LLC | 1,680 | $278.0K | 0.15% | +1,680 | New |
| Flagship Private Wealth, LLC | 1,653 | $282.8K | 0.22% | 00.0% | Unchanged |
| Investors Research Corp | 1,713 | $283.0K | 0.10% | 00.0% | Unchanged |
| Windsor Group LTD | 1,723 | $285.0K | 0.06% | −149−8.0% | Reduced |
| Shufro Rose & Co LLC | 1,733 | $286.0K | 0.02% | +150+9.5% | Added |
| Capital Asset Advisory Services LLC | 1,739 | $287.0K | 0.03% | −315−15.3% | Reduced |
| MEMBERS Trust Co | 1,742 | $288.0K | 0.01% | −114−6.1% | Reduced |
| Kelman-Lazarov, Inc. | 1,750 | $289.0K | 0.10% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,754 | $289.0K | 0.09% | +84+5.0% | Added |
| Perpetual Investment Management Ltd | 1,754 | $290.0K | 0.04% | +44+2.6% | Added |
| Zevenbergen Capital Investments LLC | 1,760 | $291.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,760 | $291.0K | 0.08% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,765 | $292.0K | 0.05% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,774 | $293.0K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,771 | $293.0K | 0.08% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,777 | $294.0K | 0.03% | −190−9.7% | Reduced |
| Bahl & Gaynor Inc | 1,778 | $294.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,780 | $295.0K | 0.15% | −100−5.3% | Reduced |
| Camarda Financial Advisors, LLC | 1,788 | $295.0K | 0.18% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,790 | $296.0K | 0.07% | +1,790 | New |
| Bremer Bank National Association | 1,796 | $297.0K | 0.06% | −253−12.3% | Reduced |
| Granite Investment Advisors, LLC | 1,797 | $297.0K | 0.05% | +25+1.4% | Added |
| Foster & Motley Inc | 1,799 | $297.0K | 0.02% | +31+1.8% | Added |
| Founders Financial Alliance, LLC | 1,807 | $298.0K | 0.14% | +9+0.5% | Added |
| Farr Miller & Washington LLC | 1,804 | $298.0K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,805 | $298.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,808 | $299.0K | 0.07% | +1,808 | New |
| Trellis Advisors, LLC | 1,817 | $300.0K | 0.16% | −89−4.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,824 | $301.0K | 0.05% | −128−6.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,822 | $301.0K | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,832 | $302.0K | 0.03% | −7−0.4% | Reduced |
| Berman Capital Advisors, LLC | 1,834 | $302.0K | 0.05% | +474+34.9% | Added |
| Reilly Financial Advisors, LLC | 1,835 | $303.0K | 0.02% | +799+77.1% | Added |
| Nottingham Advisors, Inc. | 1,842 | $304.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,846 | $305.0K | 0.06% | −2,098−53.2% | Reduced |
| Proficio Capital Partners LLC | 1,849 | $305.0K | 0.04% | +19+1.0% | Added |
| Wealthquest Corp | 1,850 | $305.0K | 0.05% | +131+7.6% | Added |
| Middleton & Co Inc | 1,850 | $306.0K | 0.03% | +1,850 | New |
| Parsec Financial Management, Inc. | 1,863 | $308.0K | 0.01% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,862 | $308.0K | 0.37% | 00.0% | Unchanged |
| AIA Group Ltd | 1,890 | $308.0K | 0.02% | +1,890 | New |
| West Family Investments, Inc. | 1,865 | $308.0K | 0.09% | +1,865 | New |
| Stockman Wealth Management, Inc. | 1,870 | $309.0K | 0.07% | −45−2.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,879 | $310.0K | 0.03% | +2+0.1% | Added |
| 44 Wealth Management LLC | 1,882 | $311.0K | 0.12% | −1,440−43.3% | Reduced |
| Magellan Asset Management Ltd | 1,885 | $311.0K | 0.00% | −353−15.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,884 | $311.0K | 0.11% | −89−4.5% | Reduced |