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 |
|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | 3,732 | $644.0K | 0.24% | 00.0% | Unchanged |
| Saybrook Capital | 3,900 | $644.0K | 0.18% | 00.0% | Unchanged |
| Winton Group Ltd | 3,911 | $646.0K | 0.03% | +412+11.8% | Added |
| Leavell Investment Management, Inc. | 4,584 | $650.0K | 0.05% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,943 | $651.0K | 0.39% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,960 | $654.0K | 0.11% | −250−5.9% | Reduced |
| XR Securities LLC | 3,974 | $657.0K | 0.55% | −1,146−22.4% | Reduced |
| Ritholtz Wealth Management | 3,980 | $658.0K | 0.05% | +980+32.7% | Added |
| Prospera Financial Services Inc | 3,983 | $659.0K | 0.03% | −352−8.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 3,997 | $660.0K | 0.51% | +111+2.9% | Added |
| Birinyi Associates Inc | 4,031 | $666.0K | 0.23% | −600−13.0% | Reduced |
| LGL Partners, LLC | 4,042 | $668.0K | 0.40% | −88−2.1% | Reduced |
| Centerpoint Advisors, LLC | 4,057 | $670.0K | 0.32% | +2,039+101.0% | Added |
| Princeton Global Asset Management LLC | 4,067 | $672.0K | 0.20% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 4,073 | $673.0K | 0.16% | −55,183−93.1% | Reduced |
| Strategy Asset Managers LLC | 4,076 | $674.0K | 0.14% | +1,171+40.3% | Added |
| Symphony Financial, Ltd. Co. | 4,085 | $675.0K | 0.23% | −204−4.8% | Reduced |
| Kovack Advisors, Inc. | 4,103 | $678.0K | 0.08% | +283+7.4% | Added |
| Golden State Wealth Management, LLC | 4,114 | $680.0K | 0.15% | +12+0.3% | Added |
| Hills Bank & Trust Co | 4,133 | $683.0K | 0.10% | 00.0% | Unchanged |
| Strategic Investment Advisors | 4,146 | $685.0K | 0.16% | +1,225+41.9% | Added |
| Sound View Wealth Advisors Group, LLC | 4,151 | $686.0K | 0.14% | −393−8.6% | Reduced |
| Somerville Kurt F | 4,150 | $686.0K | 0.10% | −150−3.5% | Reduced |
| Intersect Capital LLC | 4,172 | $689.0K | 0.12% | +287+7.4% | Added |
| Trillium Asset Management, LLC | 4,208 | $695.0K | 0.02% | +2,436+137.5% | Added |
| Spire Wealth Management | 4,215 | $697.0K | 0.02% | −3,674−46.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,219 | $697.0K | 0.57% | −100−2.3% | Reduced |
| Brighton Jones LLC | 4,227 | $698.0K | 0.04% | −1,065−20.1% | Reduced |
| Atlas Brown,Inc. | 4,227 | $698.0K | 0.30% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,956 | $701.0K | 0.33% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,255 | $703.1K | 0.11% | −100−2.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,258 | $704.0K | 0.10% | −20−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,282 | $708.0K | 0.17% | −13−0.3% | Reduced |
| Platform Technology Partners | 4,286 | $708.0K | 0.29% | +4,286 | New |
| Lyell Wealth Management, LP | 4,305 | $711.0K | 0.09% | +86+2.0% | Added |
| Deseret Mutual Benefit Administrators | 4,308 | $712.0K | 0.17% | +4,308 | New |
| Robertson Stephens Wealth Management, LLC | 4,331 | $715.0K | 0.09% | −618−12.5% | Reduced |
| Hoylecohen, LLC | 4,359 | $720.0K | 0.07% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,357 | $720.0K | 0.34% | +12+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 4,364 | $721.0K | 0.46% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,389 | $727.0K | 0.02% | +343+8.5% | Added |
| Edmond de Rothschild Holding S.A. | 4,401 | $727.0K | 0.02% | +1,518+52.7% | Added |
| GFG Capital, LLC | 4,406 | $728.0K | 0.22% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4,431 | $732.0K | 0.28% | +446+11.2% | Added |
| Moneta Group Investment Advisors LLC | 4,460 | $737.0K | 0.03% | +289+6.9% | Added |
| Cypress Wealth Services, LLC | 4,465 | $738.0K | 0.20% | +22+0.5% | Added |
| Koshinski Asset Management, Inc. | 4,478 | $740.0K | 0.09% | −568−11.3% | Reduced |
| Exane Derivatives | 4,292 | $740.9K | 0.17% | +4,292 | New |
| Fort Pitt Capital Group, LLC | 4,495 | $743.0K | 0.03% | −473−9.5% | Reduced |
| TCI Wealth Advisors, Inc. | 4,499 | $743.0K | 0.13% | −142−3.1% | Reduced |
| Spinnaker Trust | 4,498 | $743.0K | 0.05% | −22−0.5% | Reduced |
| Allegheny Financial Group LTD | 4,498 | $743.0K | 0.34% | +45+1.0% | Added |
| Prelude Capital Management, LLC | 4,523 | $747.0K | 0.04% | +2,233+97.5% | Added |
| First National Bank of Hutchinson | 4,557 | $753.0K | 0.39% | +145+3.3% | Added |
| Boston Financial Mangement LLC | 4,563 | $754.0K | 0.03% | −345−7.0% | Reduced |
| Sargent Investment Group, LLC | 4,584 | $757.0K | 0.18% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,596 | $759.0K | 0.31% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,616 | $761.0K | 0.04% | −9−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 4,622 | $764.0K | 0.06% | −1,120−19.5% | Reduced |
| Schulhoff & Co Inc | 4,625 | $764.0K | 0.34% | −25−0.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 4,658 | $770.0K | 0.20% | −99−2.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,660 | $770.0K | 0.05% | −13−0.3% | Reduced |
| Marino, Stram & Associates LLC | 4,658 | $770.0K | 0.20% | +2,996+180.3% | Added |
| Flputnam Investment Management Co | 4,685 | $774.0K | 0.03% | −7,600−61.9% | Reduced |
| Tufton Capital Management | 4,735 | $782.0K | 0.13% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,735 | $782.0K | 0.02% | +414+9.6% | Added |
| Asset Management Corp | 4,738 | $783.0K | 0.51% | −1,246−20.8% | Reduced |
| We Are One Seven, LLC | 4,742 | $784.0K | 0.11% | +507+12.0% | Added |
| Leonteq Securities AG | 4,773 | $788.6K | 0.06% | −194−3.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,786 | $791.0K | 0.42% | −75−1.5% | Reduced |
| S.A. Mason LLC | 4,794 | $792.0K | 0.54% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,797 | $793.0K | 0.05% | +4+0.1% | Added |
| Verition Fund Management LLC | 4,813 | $795.0K | 0.01% | −1,636−25.4% | Reduced |
| Alhambra Investment Partners LLC | 4,828 | $798.0K | 0.60% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 4,848 | $801.0K | 0.01% | +9+0.2% | Added |
| WBH Advisory Inc | 4,657 | $804.0K | 0.12% | −48−1.0% | Reduced |
| Domani Wealth, LLC | 4,883 | $807.0K | 0.16% | −3,000−38.1% | Reduced |
| Bedel Financial Consulting, Inc. | 4,929 | $814.0K | 0.28% | −19−0.4% | Reduced |
| GoalVest Advisory LLC | 4,928 | $814.0K | 0.51% | +878+21.7% | Added |
| Evanson Asset Management, LLC | 4,930 | $815.0K | 0.08% | −67−1.3% | Reduced |
| Baker Avenue Asset Management, LP | 4,943 | $816.0K | 0.05% | +407+9.0% | Added |
| Mission Wealth Management, LP | 4,947 | $817.0K | 0.04% | −176−3.4% | Reduced |
| Diligent Investors, LLC | 4,943 | $817.0K | 0.28% | −40−0.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,958 | $819.0K | 0.13% | +328+7.1% | Added |
| Sippican Capital Advisors | 4,977 | $822.0K | 0.72% | −25−0.5% | Reduced |
| Ameritas Investment Company, LLC | 3,264 | $823.0K | 0.04% | −1,291−28.3% | Reduced |
| Papp L Roy & Associates | 4,995 | $825.0K | 0.10% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 4,995 | $826.0K | 0.01% | +251+5.3% | Added |
| Arabesque Asset Management Ltd | 5,000 | $826.0K | 0.35% | +5,000 | New |
| Linscomb & Williams, Inc. | 5,020 | $829.0K | 0.04% | +244+5.1% | Added |
| Parkside Financial Bank & Trust | 5,025 | $830.0K | 0.24% | −1,618−24.4% | Reduced |
| Red Cedar Capital, LLC | 5,041 | $833.0K | 0.52% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,047 | $834.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,054 | $835.0K | 0.09% | −16−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 5,064 | $837.0K | 0.09% | −1,000−16.5% | Reduced |
| Strategic Advisors LLC | 5,082 | $839.0K | 0.22% | −69−1.3% | Reduced |
| Wealthsource Partners, LLC | 5,087 | $841.0K | 0.07% | +1,314+34.8% | Added |
| Pflug Koory, LLC | 5,103 | $843.0K | 0.44% | +250+5.2% | Added |
| Morse Asset Management, Inc | 5,140 | $849.0K | 0.21% | 00.0% | Unchanged |
| Leisure Capital Management | 5,165 | $853.0K | 0.48% | −6−0.1% | Reduced |