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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 1,894 | $313.0K | 0.10% | −179−8.6% | Reduced |
| Windsor Capital Management, LLC | 1,896 | $313.0K | 0.10% | −30−1.6% | Reduced |
| Titus Wealth Management | 1,893 | $313.0K | 0.17% | −16,806−89.9% | Reduced |
| Davis R M Inc | 1,897 | $313.0K | 0.01% | +343+22.1% | Added |
| Axiom Financial Strategies, LLC | 1,898 | $314.0K | 0.14% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,913 | $316.0K | 0.14% | +19+1.0% | Added |
| Royal Fund Management, LLC | 1,916 | $316.0K | 0.05% | +1,916 | New |
| Accuvest Global Advisors | 1,917 | $317.0K | 0.16% | −3,931−67.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,917 | $317.0K | 0.01% | +101+5.6% | Added |
| FinTrust Capital Advisors, LLC | 1,919 | $317.0K | 0.08% | +231+13.7% | Added |
| Washington Trust Bank | 1,925 | $318.0K | 0.04% | −48−2.4% | Reduced |
| Probity Advisors, Inc. | 1,934 | $319.0K | 0.07% | −92−4.5% | Reduced |
| Independent Family Office, LLC | 1,932 | $319.0K | 0.12% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,930 | $319.0K | 0.05% | +1+0.1% | Added |
| Integrated Advisors Network LLC | 1,928 | $319.0K | 0.02% | +321+20.0% | Added |
| Dearborn Partners LLC | 1,935 | $320.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,939 | $320.0K | 0.10% | +621+47.1% | Added |
| Weybosset Research & Management LLC | 1,950 | $322.0K | 0.13% | +150+8.3% | Added |
| Hallmark Capital Management Inc | 1,955 | $323.0K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,952 | $323.0K | 0.08% | +1,952 | New |
| Stratos Wealth Advisors, LLC | 1,959 | $324.0K | 0.03% | −59−2.9% | Reduced |
| Penserra Capital Management LLC | 1,977 | $326.0K | 0.01% | +449+29.4% | Added |
| GW Henssler & Associates Ltd | 1,979 | $327.0K | 0.02% | −150−7.0% | Reduced |
| MCF Advisors LLC | 1,977 | $327.0K | 0.03% | −4−0.2% | Reduced |
| Toth Financial Advisory Corp | 1,985 | $328.0K | 0.05% | +3+0.2% | Added |
| BDO Wealth Advisors, LLC | 1,994 | $329.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,994 | $329.0K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,996 | $329.0K | 0.17% | +1,996 | New |
| Solitude Financial Services | 1,997 | $330.0K | 0.24% | −13,031−86.7% | Reduced |
| Physicians Financial Services, Inc. | 2,000 | $330.0K | 0.14% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $330.0K | 0.07% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,012 | $332.0K | 0.10% | −600−23.0% | Reduced |
| Liberty Wealth Management LLC | 2,030 | $335.0K | 0.13% | −130−6.0% | Reduced |
| Kimelman & Baird, LLC | 2,029 | $335.0K | 0.03% | +2,029 | New |
| Oliver Luxxe Assets LLC | 2,041 | $337.0K | 0.09% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,042 | $337.0K | 0.06% | +2,042 | New |
| Pacitti Group Inc. | 2,051 | $338.0K | 0.20% | +10.0% | Added |
| Charles Schwab Trust Co | 2,050 | $339.0K | 0.07% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,050 | $339.0K | 0.07% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,085 | $342.0K | 0.04% | −6,281−75.1% | Reduced |
| Truadvice, LLC | 1,977 | $342.0K | 0.07% | +22+1.1% | Added |
| Engine No. 1 LLC | 2,074 | $343.0K | 0.09% | +2,074 | New |
| Convergence Investment Partners, LLC | 2,080 | $344.0K | 0.15% | −94−4.3% | Reduced |
| Davidson Trust Co | 2,088 | $345.0K | 0.27% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2,086 | $345.0K | 0.03% | +196+10.4% | Added |
| Capital Analysts, LLC | 2,093 | $346.0K | 0.02% | +172+9.0% | Added |
| Optimum Investment Advisors | 2,100 | $347.0K | 0.11% | −500−19.2% | Reduced |
| Cape Ann Savings Bank | 2,100 | $347.0K | 0.22% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,101 | $347.0K | 0.13% | +193+10.1% | Added |
| Fulton Breakefield Broenniman LLC | 2,106 | $348.0K | 0.03% | −167−7.3% | Reduced |
| HC Advisors, LLC | 2,105 | $348.0K | 0.21% | −20−0.9% | Reduced |
| Essex Savings Bank | 2,168 | $348.0K | 0.13% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,110 | $349.0K | 0.10% | −5−0.2% | Reduced |
| Yorktown Management & Research Co Inc | 2,110 | $349.0K | 0.27% | 00.0% | Unchanged |
| Highland Private Wealth Management | 2,113 | $349.0K | 0.05% | +68+3.3% | Added |
| Advisory Alpha, LLC | 2,122 | $351.0K | 0.03% | −498−19.0% | Reduced |
| Webster Bank, N. A. | 2,125 | $351.0K | 0.04% | −200−8.6% | Reduced |
| Reliant Investment Management, LLC | 2,131 | $352.0K | 0.16% | 00.0% | Unchanged |
| KCS Wealth Advisory | 2,137 | $353.0K | 0.17% | −2,319−52.0% | Reduced |
| Virtue Capital Management, LLC | 2,135 | $353.0K | 0.07% | −180−7.8% | Reduced |
| Donaldson Capital Management, LLC | 2,136 | $353.0K | 0.02% | −61−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 2,083 | $353.0K | 0.08% | +2,083 | New |
| Harbor Investment Advisory, LLC | 2,142 | $354.0K | 0.05% | +23+1.1% | Added |
| Whitener Capital Management, Inc. | 2,150 | $355.0K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,146 | $355.0K | 0.10% | +2,146 | New |
| Northstar Asset Management LLC | 2,156 | $357.0K | 0.09% | −1,000−31.7% | Reduced |
| Alpha Cubed Investments, LLC | 2,186 | $361.0K | 0.03% | −125−5.4% | Reduced |
| MidWestOne Financial Group, Inc. | 2,186 | $361.0K | 0.09% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,190 | $362.0K | 0.02% | −155−6.6% | Reduced |
| Cypress Capital Management LLC | 2,191 | $362.0K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,191 | $362.0K | 0.06% | +160+7.9% | Added |
| Sciencast Management LP | 2,114 | $363.0K | 0.08% | −5,294−71.5% | Reduced |
| BlueCrest Capital Management Ltd | 2,204 | $364.0K | 0.01% | +2,204 | New |
| Credential Qtrade Securities Inc. | 2,213 | $365.7K | 0.03% | −1,068−32.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,223 | $367.0K | 0.16% | −251−10.1% | Reduced |
| Tiemann Investment Advisors, LLC | 2,219 | $367.0K | 0.17% | −49−2.2% | Reduced |
| Columbia Trust Co 01012016 | 2,221 | $367.0K | 0.21% | −57−2.5% | Reduced |
| Vista Wealth Management Group, LLC | 2,222 | $367.0K | 0.08% | −25−1.1% | Reduced |
| Allred Capital Management, LLC | 2,237 | $369.0K | 0.18% | −14−0.6% | Reduced |
| Geller Advisors LLC | 2,233 | $369.0K | 0.08% | −4−0.2% | Reduced |
| Financial Advisors, LLC | 2,240 | $370.0K | 0.13% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,259 | $373.0K | 0.16% | +2,259 | New |
| Great Valley Advisor Group, Inc. | 2,320 | $375.0K | 0.03% | +3+0.1% | Added |
| Parsons Capital Management Inc | 2,275 | $376.0K | 0.03% | −25−1.1% | Reduced |
| 20/20 Capital Management, Inc. | 2,277 | $376.0K | 0.10% | +5+0.2% | Added |
| Rafferty Asset Management, LLC | 2,288 | $378.0K | 0.00% | −4,016−63.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,286 | $378.0K | 0.22% | −773−25.3% | Reduced |
| Blueprint Investment Partners LLC | 2,293 | $379.0K | 0.30% | +2,293 | New |
| EPG Wealth Management LLC | 2,302 | $380.0K | 0.16% | −198−7.9% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $380.0K | 0.26% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,298 | $380.0K | 0.21% | +32+1.4% | Added |
| Ellevest, Inc. | 2,319 | $383.0K | 0.04% | +309+15.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,326 | $384.0K | 0.10% | +423+22.2% | Added |
| M&R Capital Management Inc | 2,334 | $385.0K | 0.09% | +2+0.1% | Added |
| Citizens National Bank Trust Department | 2,340 | $387.0K | 0.11% | −315−11.9% | Reduced |
| Cornerstone Wealth Group, LLC | 2,391 | $389.0K | 0.08% | +16+0.7% | Added |
| Motco | 2,350 | $389.0K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,355 | $389.0K | 0.08% | +2,355 | New |
| Private Capital Group, LLC | 2,366 | $391.0K | 0.09% | −126−5.1% | Reduced |
| Hantz Financial Services, Inc. | 2,364 | $391.0K | 0.01% | +778+49.1% | Added |