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 |
|---|---|---|---|---|---|
| Bingham Osborn & Scarborough LLC | 3,034 | $501.0K | 0.04% | +558+22.5% | Added |
| Magnus Financial Group LLC | 3,042 | $503.0K | 0.11% | +11+0.4% | Added |
| Essex Financial Services, Inc. | 3,563 | $504.0K | 0.07% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,057 | $505.0K | 0.23% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,068 | $507.0K | 0.07% | +1,192+63.5% | Added |
| Marietta Investment Partners LLC | 3,092 | $511.0K | 0.12% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,091 | $511.0K | 0.03% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 3,100 | $512.0K | 0.18% | −1,200−27.9% | Reduced |
| Synergy Financial Management, LLC | 3,101 | $512.0K | 0.14% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,096 | $512.0K | 0.46% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 3,110 | $514.0K | 0.12% | +251+8.8% | Added |
| Interchange Capital Partners, LLC | 3,117 | $515.0K | 0.80% | −872−21.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,122 | $516.0K | 0.08% | −90−2.8% | Reduced |
| Optimal Asset Management, Inc. | 3,124 | $516.0K | 0.06% | 00.0% | Unchanged |
| Standard Family Office LLC | 3,131 | $517.0K | 0.11% | +600+23.7% | Added |
| Security National Trust Co | 3,131 | $518.0K | 0.12% | −119−3.7% | Reduced |
| Abbrea Capital, LLC | 3,149 | $520.0K | 0.08% | +225+7.7% | Added |
| Cumberland Partners Ltd | 3,150 | $521.0K | 0.04% | −740−19.0% | Reduced |
| All Terrain Financial Advisors, LLC | 3,160 | $522.0K | 0.25% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,082 | $523.0K | 0.10% | +40+1.3% | Added |
| Benedetti & Gucer, Inc. | 3,173 | $524.0K | 0.47% | +60+1.9% | Added |
| Heritage Wealth Advisors | 3,172 | $524.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,194 | $528.0K | 0.04% | −99−3.0% | Reduced |
| Eagle Ridge Investment Management | 3,199 | $529.0K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 3,066 | $529.0K | 0.31% | +3,066 | New |
| Wittenberg Investment Management, Inc. | 3,210 | $530.0K | 0.21% | 00.0% | Unchanged |
| CWM, LLC | 3,212 | $531.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 3,232 | $534.0K | 0.20% | 00.0% | Unchanged |
| Derby & Company, Inc | 3,240 | $535.0K | 0.11% | 00.0% | Unchanged |
| Eastern Bank | 3,248 | $536.0K | 0.03% | −600−15.6% | Reduced |
| Snowden Capital Advisors LLC | 3,284 | $542.6K | 0.03% | +403+14.0% | Added |
| Ellis Investment Partners, LLC | 3,292 | $543.0K | 0.14% | +130+4.1% | Added |
| BTR Capital Management Inc | 3,292 | $544.0K | 0.07% | −150−4.4% | Reduced |
| Salem Investment Counselors Inc | 3,294 | $544.0K | 0.03% | −50−1.5% | Reduced |
| Krane Funds Advisors LLC | 3,296 | $545.0K | 0.02% | +3,296 | New |
| Hobart Private Capital, LLC | 3,305 | $546.1K | 0.22% | −255−7.2% | Reduced |
| B. Riley Wealth Management, Inc. | 3,317 | $548.0K | 0.06% | −1,164−26.0% | Reduced |
| Culbertson A N & Co Inc | 3,325 | $549.0K | 0.11% | +145+4.6% | Added |
| SignalPoint Asset Management, LLC | 3,333 | $551.0K | 0.18% | −34−1.0% | Reduced |
| Riverbridge Partners LLC | 3,348 | $553.0K | 0.01% | −102−3.0% | Reduced |
| Independent Financial Group, LLC | 3,355 | $554.3K | 0.06% | −190−5.4% | Reduced |
| Hartford Financial Management Inc. | 3,362 | $556.0K | 0.14% | −17−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,380 | $558.0K | 0.19% | −73−2.1% | Reduced |
| Profit Investment Management, LLC | 3,376 | $558.0K | 0.29% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,375 | $558.0K | 0.03% | +116+3.6% | Added |
| Sentinel Trust Co Lba | 3,379 | $558.0K | 0.08% | +3,379 | New |
| Marshall Wace North America L.P. | 3,401 | $562.0K | 0.00% | +1,100+47.8% | Added |
| Grove Bank & Trust | 3,415 | $564.0K | 0.12% | −15−0.4% | Reduced |
| Defined Wealth Management, LLC | 3,416 | $564.0K | 0.50% | 00.0% | Unchanged |
| Balentine LLC | 3,412 | $564.0K | 0.02% | +187+5.8% | Added |
| Old Mission Investment Co LLC | 3,437 | $567.8K | 0.23% | +16+0.5% | Added |
| SeaCrest Wealth Management, LLC | 3,436 | $568.0K | 0.07% | −5,443−61.3% | Reduced |
| Arkadios Wealth Advisors | 3,439 | $568.0K | 0.07% | +68+2.0% | Added |
| First Foundation Advisors | 3,438 | $568.0K | 0.02% | +208+6.4% | Added |
| BSW Wealth Partners | 3,468 | $573.0K | 0.16% | +495+16.6% | Added |
| Gitterman Wealth Management, LLC | 3,474 | $574.0K | 0.46% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 3,475 | $575.0K | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 3,478 | $575.0K | 0.07% | +403+13.1% | Added |
| Ridgewood Investments LLC | 3,487 | $576.0K | 0.37% | +250+7.7% | Added |
| WMS Partners, LLC | 3,492 | $577.0K | 0.09% | +2+0.1% | Added |
| Barton Investment Management | 3,500 | $578.0K | 0.05% | −125−3.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,517 | $581.0K | 0.02% | −75−2.1% | Reduced |
| Maryland Capital Management | 3,519 | $581.0K | 0.04% | +495+16.4% | Added |
| Sigma Investment Counselors Inc | 3,527 | $583.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,473 | $585.0K | 0.30% | +10.0% | Added |
| Laurel Wealth Advisors, Inc. | 3,553 | $587.0K | 0.08% | +10.0% | Added |
| Semmax Financial Advisors Inc. | 3,551 | $587.0K | 0.19% | +94+2.7% | Added |
| Aspen Investment Management Inc | 3,588 | $593.0K | 0.31% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,601 | $595.0K | 0.20% | −1,246−25.7% | Reduced |
| Gotham Asset Management, LLC | 3,609 | $596.0K | 0.03% | +2,160+149.1% | Added |
| Hall Capital Management Co Inc | 3,605 | $596.0K | 0.38% | +3,605 | New |
| Altfest L J & Co Inc | 3,624 | $599.0K | 0.13% | +2+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 3,646 | $602.0K | 0.15% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,645 | $602.0K | 0.04% | +10+0.3% | Added |
| Aries Wealth Management | 3,656 | $604.0K | 0.26% | +145+4.1% | Added |
| Bristol John W & Co Inc | 3,670 | $606.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,682 | $608.0K | 0.04% | −170−4.4% | Reduced |
| Central Bank & Trust Co | 3,679 | $608.0K | 0.10% | −42−1.1% | Reduced |
| GYL Financial Synergies, LLC | 3,681 | $608.0K | 0.31% | +10.0% | Added |
| RB Capital Management, LLC | 3,679 | $608.0K | 0.23% | +45+1.2% | Added |
| Oakworth Capital, Inc. | 3,704 | $612.0K | 0.06% | −40−1.1% | Reduced |
| Sun Life Financial INC | 3,707 | $613.0K | 0.03% | −490−11.7% | Reduced |
| CX Institutional | 3,708 | $613.0K | 0.05% | −381−9.3% | Reduced |
| Equitable Holdings, Inc. | 3,709 | $613.0K | 0.01% | +468+14.4% | Added |
| Sutton Wealth Advisors Inc. | 3,743 | $618.5K | 0.23% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,766 | $622.0K | 0.42% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,770 | $624.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,779 | $624.0K | 0.06% | +140+3.8% | Added |
| Acropolis Investment Management, LLC | 3,801 | $628.0K | 0.06% | −120−3.1% | Reduced |
| LVW Advisors, LLC | 3,799 | $628.0K | 0.11% | −109−2.8% | Reduced |
| Weik Capital Management | 3,810 | $630.0K | 0.25% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,816 | $631.0K | 0.33% | 00.0% | Unchanged |
| Optas, LLC | 3,828 | $633.0K | 0.18% | −438−10.3% | Reduced |
| Advisors Capital Management, LLC | 3,835 | $634.0K | 0.02% | −43−1.1% | Reduced |
| Stonebridge Capital Management Inc | 3,840 | $634.0K | 0.23% | 00.0% | Unchanged |
| Benin Management CORP | 3,857 | $637.0K | 0.20% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 3,862 | $639.0K | 0.12% | −305−7.3% | Reduced |
| Meridian Wealth Management, LLC | 3,866 | $639.0K | 0.08% | +492+14.6% | Added |
| First City Capital Management, Inc. | 3,804 | $641.0K | 0.35% | −737−16.2% | Reduced |
| Merrion Investment Management Co, LLC | 3,891 | $643.0K | 0.49% | 00.0% | Unchanged |