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 |
|---|---|---|---|---|---|
| Charter Trust Co | 2,374 | $392.0K | 0.04% | −57−2.3% | Reduced |
| Girard Partners Ltd. | 2,385 | $394.0K | 0.05% | +2,385 | New |
| JNBA Financial Advisors | 2,393 | $395.0K | 0.05% | +125+5.5% | Added |
| Means Investment Co., Inc. | 2,401 | $397.0K | 0.08% | −18−0.7% | Reduced |
| Confluence Investment Management LLC | 2,400 | $397.0K | 0.01% | 00.0% | Unchanged |
| Palladium Partners LLC | 2,404 | $397.0K | 0.02% | +100+4.3% | Added |
| LS Investment Advisors, LLC | 2,406 | $398.0K | 0.05% | −13,053−84.4% | Reduced |
| Meridian Wealth Advisors, LLC | 2,411 | $398.0K | 0.11% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,408 | $398.0K | 0.25% | +30+1.3% | Added |
| Hunter Associates Investment Management LLC | 2,418 | $400.0K | 0.12% | −1,021−29.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,419 | $400.0K | 0.15% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,447 | $404.0K | 0.08% | +554+29.3% | Added |
| Cahill Financial Advisors Inc | 2,450 | $405.0K | 0.09% | +10.0% | Added |
| Madden Securities Corp | 2,450 | $405.0K | 0.21% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,452 | $405.0K | 0.13% | +59+2.5% | Added |
| Cable Hill Partners, LLC | 2,457 | $406.0K | 0.10% | +30+1.2% | Added |
| Aberdeen Wealth Management LLC | 2,466 | $407.0K | 0.38% | 00.0% | Unchanged |
| Financial Architects, Inc | 2,476 | $409.0K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 5,919 | $410.0K | 0.08% | +19+0.3% | Added |
| Patten Group, Inc. | 2,480 | $410.0K | 0.12% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,480 | $410.0K | 0.55% | +4+0.2% | Added |
| PRW Wealth Management LLC | 2,480 | $410.0K | 0.12% | +2,480 | New |
| Xcel Wealth Management, LLC | 2,479 | $410.0K | 0.12% | +2,479 | New |
| OPSEU Pension Plan Trust Fund | 2,437 | $411.0K | 0.11% | +2,437 | New |
| Addison Capital Co | 2,494 | $412.0K | 0.20% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,492 | $412.0K | 0.06% | +42+1.7% | Added |
| Aua Capital Management, LLC | 2,500 | $413.0K | 0.26% | −500−16.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,500 | $413.0K | 0.20% | −200−7.4% | Reduced |
| Waldron Private Wealth LLC | 2,507 | $414.0K | 0.03% | −84−3.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,517 | $415.0K | 0.05% | −7−0.3% | Reduced |
| Bangor Savings Bank | 2,527 | $417.0K | 0.05% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,522 | $417.0K | 0.20% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,529 | $418.0K | 0.21% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,536 | $419.0K | 0.07% | +116+4.8% | Added |
| McLean Asset Management Corp | 2,473 | $420.0K | 0.19% | +180+7.8% | Added |
| Duncker Streett & Co Inc | 2,550 | $421.0K | 0.08% | −100−3.8% | Reduced |
| L & S Advisors Inc | 2,563 | $423.0K | 0.05% | −545−17.5% | Reduced |
| Nachman Norwood & Parrott, Inc | 2,562 | $423.0K | 0.04% | −10.0% | Reduced |
| Mather Group, LLC. | 2,569 | $424.0K | 0.01% | +3+0.1% | Added |
| Silver Lake Advisory, LLC | 2,511 | $425.0K | 0.20% | +2+0.1% | Added |
| Wealthspire Advisors, LLC | 2,577 | $426.0K | 0.01% | −11,548−81.8% | Reduced |
| Quest Capital Management Inc | 2,581 | $426.0K | 0.08% | −105−3.9% | Reduced |
| SPC Financial, Inc. | 2,582 | $427.0K | 0.05% | −18−0.7% | Reduced |
| Fairbanks Capital Management, Inc. | 2,585 | $427.0K | 0.34% | +5+0.2% | Added |
| Cadence Bank NA | 2,601 | $430.0K | 0.13% | 00.0% | Unchanged |
| Bellevue Group AG | 2,600 | $430.0K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,600 | $430.0K | 0.06% | +100+4.0% | Added |
| Green Harvest Asset Management LLC | 2,611 | $431.0K | 0.08% | +21+0.8% | Added |
| Paragon Capital Management Ltd | 2,612 | $432.0K | 0.20% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,623 | $433.0K | 0.18% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,627 | $434.0K | 0.18% | +19+0.7% | Added |
| Integrated Investment Consultants, LLC | 2,637 | $436.0K | 0.13% | −642−19.6% | Reduced |
| Summit Financial Group Inc | 2,645 | $437.0K | 0.16% | +2,645 | New |
| Trexquant Investment LP | 2,649 | $438.0K | 0.04% | −11,300−81.0% | Reduced |
| Outlook Wealth Advisors, LLC | 2,652 | $438.0K | 0.14% | +200+8.2% | Added |
| Cornerstone Wealth Management, LLC | 2,665 | $440.0K | 0.05% | −26−1.0% | Reduced |
| Cypress Capital Group | 2,669 | $441.0K | 0.06% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,676 | $442.0K | 0.15% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,682 | $443.0K | 0.15% | −1,135−29.7% | Reduced |
| Texas Yale Capital Corp. | 2,690 | $444.0K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,706 | $447.0K | 0.09% | +127+4.9% | Added |
| North Star Investment Management Corp. | 2,714 | $448.0K | 0.04% | −13−0.5% | Reduced |
| Capula Management Ltd | 2,727 | $449.0K | 0.08% | +2,727 | New |
| Stonebridge Capital Advisors LLC | 2,721 | $450.0K | 0.05% | −480−15.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,727 | $450.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,723 | $450.0K | 0.16% | +155+6.0% | Added |
| Putnam Investments LLC | 2,752 | $452.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,744 | $453.0K | 0.12% | +675+32.6% | Added |
| Stock Yards Bank & Trust Co | 2,760 | $456.0K | 0.03% | −650−19.1% | Reduced |
| Matrix Asset Advisors Inc | 2,778 | $459.0K | 0.07% | −85−3.0% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 2,792 | $459.0K | 0.06% | +174+6.6% | Added |
| Weaver Consulting Group | 2,784 | $460.0K | 0.26% | +107+4.0% | Added |
| Old National Bancorp | 2,789 | $461.0K | 0.02% | −1,366−32.9% | Reduced |
| Wealth Advisors, Inc. | 2,725 | $463.0K | 0.17% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,811 | $464.0K | 0.05% | 00.0% | Unchanged |
| Appleton Group, LLC | 2,815 | $465.0K | 0.36% | +7+0.2% | Added |
| Plancorp, LLC | 2,819 | $466.0K | 0.04% | −70−2.4% | Reduced |
| First Financial Bank - Trust Division | 2,817 | $466.0K | 0.05% | +75+2.7% | Added |
| Monetary Management Group Inc | 2,825 | $467.0K | 0.14% | −2,000−41.5% | Reduced |
| Indiana Trust & Investment Management CO | 3,877 | $468.0K | 0.26% | +56+1.5% | Added |
| Bath Savings Trust Co | 2,830 | $468.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,855 | $472.0K | 0.14% | −854−23.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,863 | $473.0K | 0.09% | +563+24.5% | Added |
| MayTech Global Investments, LLC | 2,866 | $474.0K | 0.10% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 2,873 | $475.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,792 | $482.0K | 0.04% | +16+0.6% | Added |
| Clear Harbor Asset Management, LLC | 2,916 | $482.0K | 0.06% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,934 | $485.0K | 0.14% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,944 | $486.0K | 0.09% | −3,077−51.1% | Reduced |
| Garrison Asset Management, LLC | 2,956 | $488.0K | 0.30% | −215−6.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,958 | $489.0K | 0.22% | −165−5.3% | Reduced |
| Thomasville National Bank | 2,974 | $491.0K | 0.05% | −613−17.1% | Reduced |
| Mechanics Bank Trust Department | 2,975 | $492.0K | 0.08% | +897+43.2% | Added |
| Cadent Capital Advisors, LLC | 2,985 | $493.0K | 0.21% | −130−4.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,993 | $495.0K | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $495.7K | 0.27% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,000 | $496.0K | 0.08% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,017 | $498.0K | 0.27% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,940 | $499.0K | 0.36% | +248+9.2% | Added |
| Canton Hathaway, LLC | 3,030 | $501.0K | 0.15% | −500−14.2% | Reduced |