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 |
|---|---|---|---|---|---|
| Resource Management, LLC | 5,160 | $853.0K | 0.10% | +1,502+41.1% | Added |
| Garde Capital, Inc. | 5,169 | $854.0K | 0.09% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 5,200 | $857.0K | 0.24% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,097 | $864.0K | 0.03% | −146−2.8% | Reduced |
| Transform Wealth, LLC | 5,233 | $865.0K | 0.11% | −789−13.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,240 | $866.0K | 0.18% | +77+1.5% | Added |
| Constitution Capital LLC | 5,250 | $867.0K | 0.53% | −100−1.9% | Reduced |
| Jennison Associates LLC | 5,253 | $868.0K | 0.00% | −557−9.6% | Reduced |
| V Wealth Advisors LLC | 5,279 | $872.0K | 0.14% | +538+11.3% | Added |
| Boenning & Scattergood, Inc. | 5,356 | $885.0K | 0.15% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,359 | $885.5K | 0.12% | −1,773−24.9% | Reduced |
| Barings LLC | 5,371 | $887.0K | 0.02% | −570−9.6% | Reduced |
| Sequoia Financial Advisors, LLC | 5,372 | $888.0K | 0.03% | +376+7.5% | Added |
| Tiedemann Advisors, LLC | 5,377 | $889.0K | 0.04% | −75−1.4% | Reduced |
| Westwood Management Corp | 5,400 | $892.0K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,430 | $897.0K | 0.04% | +89+1.7% | Added |
| Birch Hill Investment Advisors LLC | 5,450 | $901.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5,465 | $903.0K | 0.07% | −321−5.5% | Reduced |
| Ballentine Partners, LLC | 5,540 | $915.0K | 0.03% | +311+5.9% | Added |
| Laffer Tengler Investments | 5,550 | $917.0K | 0.34% | −1,542−21.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,565 | $920.0K | 0.08% | +601+12.1% | Added |
| Lake Street Advisors Group, LLC | 5,487 | $925.0K | 0.07% | +40+0.7% | Added |
| Derbend Asset Management | 5,600 | $925.0K | 0.86% | +5,600 | New |
| Thomas White International Ltd | 5,678 | $938.0K | 0.13% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 5,690 | $940.0K | 0.03% | −60−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 5,664 | $946.0K | 0.05% | +493+9.5% | Added |
| First National Bank of South Miami | 5,748 | $950.0K | 0.65% | +74+1.3% | Added |
| Pecaut & Co. | 5,767 | $953.0K | 0.62% | 00.0% | Unchanged |
| Private Trust Co NA | 5,802 | $959.0K | 0.15% | −285−4.7% | Reduced |
| BNC Wealth Management, LLC | 5,805 | $959.0K | 0.58% | +5,805 | New |
| TCTC Holdings, LLC | 5,809 | $960.0K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5,835 | $964.0K | 0.81% | −3,460−37.2% | Reduced |
| Oldfather Financial Services, LLC | 5,695 | $965.0K | 0.53% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,844 | $966.0K | 0.11% | +100+1.7% | Added |
| Inscription Capital, LLC | 5,844 | $966.0K | 0.11% | +5,844 | New |
| Spears Abacus Advisors LLC | 5,853 | $967.0K | 0.07% | 00.0% | Unchanged |
| NBT Bank N A | 5,856 | $968.0K | 0.13% | −55−0.9% | Reduced |
| Beaton Management Co. Inc. | 7,203 | $969.0K | 0.62% | +2,747+61.6% | Added |
| Greystone Financial Group, LLC | 5,891 | $973.0K | 0.24% | +190+3.3% | Added |
| S&CO Inc | 5,900 | $974.0K | 0.08% | 00.0% | Unchanged |
| Capital One Financial Corp | 5,905 | $976.0K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance | 5,911 | $977.0K | 0.23% | +611+11.5% | Added |
| Stableford Capital II LLC | 5,929 | $980.0K | 0.47% | −8,874−59.9% | Reduced |
| Trust Asset Management LLC | 5,950 | $983.0K | 0.13% | +674+12.8% | Added |
| Clarius Group, LLC | 5,955 | $984.0K | 0.09% | +98+1.7% | Added |
| Boyar Asset Management Inc. | 5,968 | $986.0K | 0.64% | 00.0% | Unchanged |
| Resources Management Corp | 5,973 | $987.0K | 0.14% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,987 | $989.0K | 0.29% | −879−12.8% | Reduced |
| Laurel Wealth Advisors LLC | 5,984 | $989.0K | 0.22% | −25−0.4% | Reduced |
| Capital Wealth Planning, LLC | 5,995 | $991.0K | 0.03% | −500−7.7% | Reduced |
| Weil Company, Inc. | 6,000 | $991.0K | 0.50% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 6,006 | $992.0K | 0.25% | −27−0.4% | Reduced |
| HNP Capital LLC | 6,006 | $992.0K | 0.26% | −27−0.4% | Reduced |
| Telemus Capital, LLC | 6,019 | $995.0K | 0.07% | 00.0% | Unchanged |
| Doyle Wealth Management | 6,021 | $995.0K | 0.08% | +257+4.5% | Added |
| Checchi Capital Advisers, LLC | 6,030 | $996.0K | 0.12% | −680−10.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,072 | $1.00M | 0.64% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,077 | $1.00M | 0.09% | −557−8.4% | Reduced |
| Monte Financial Group, LLC | 6,085 | $1.00M | 0.57% | −979−13.9% | Reduced |
| Plimoth Trust Co LLC | 6,088 | $1.01M | 0.28% | −435−6.7% | Reduced |
| Capital Investment Advisors, LLC | 6,107 | $1.01M | 0.03% | +154+2.6% | Added |
| WealthTrust Axiom LLC | 6,114 | $1.01M | 0.32% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 6,210 | $1.03M | 0.07% | −500−7.5% | Reduced |
| Ledyard National Bank | 6,226 | $1.03M | 0.11% | −259−4.0% | Reduced |
| Parisi Gray Wealth Management | 6,232 | $1.03M | 0.38% | +16+0.3% | Added |
| Bigelow Investment Advisors, LLC | 6,241 | $1.03M | 0.50% | 00.0% | Unchanged |
| Usca Ria LLC | 6,264 | $1.03M | 0.06% | −43−0.7% | Reduced |
| Icon Wealth Partners, LLC | 6,277 | $1.04M | 0.11% | −249−3.8% | Reduced |
| Wesbanco Bank Inc | 6,283 | $1.04M | 0.04% | −1,050−14.3% | Reduced |
| Duality Advisers, LP | 6,290 | $1.04M | 0.09% | +3,833+156.0% | Added |
| Symmetry Partners, LLC | 6,350 | $1.05M | 0.07% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,362 | $1.05M | 0.42% | +210+3.4% | Added |
| Little House Capital LLC | 6,391 | $1.06M | 0.57% | +6,391 | New |
| Compton Capital Management Inc | 6,400 | $1.06M | 0.31% | −50−0.8% | Reduced |
| Insight Wealth Strategies, LLC | 6,420 | $1.06M | 0.15% | −231−3.5% | Reduced |
| Wade G W & Inc | 6,443 | $1.06M | 0.05% | −320−4.7% | Reduced |
| Berkshire Bank | 6,493 | $1.07M | 0.26% | +74+1.2% | Added |
| Belpointe Asset Management LLC | 6,517 | $1.08M | 0.08% | −252−3.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $1.08M | 0.34% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 6,535 | $1.08M | 0.04% | +961+17.2% | Added |
| Meristem Family Wealth, LLC | 6,539 | $1.08M | 0.17% | +1,256+23.8% | Added |
| Legacy Wealth Asset Management, LLC | 6,569 | $1.08M | 0.48% | −75−1.1% | Reduced |
| Sentry Investment Management LLC | 6,585 | $1.09M | 0.28% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,591 | $1.09M | 0.12% | +232+3.6% | Added |
| Sunflower Bank, N.A. | 6,594 | $1.09M | 0.17% | +315+5.0% | Added |
| Arjuna Capital | 6,597 | $1.09M | 0.47% | +6,597 | New |
| Arete Wealth Advisors, LLC | 7,161 | $1.10M | 0.15% | −9−0.1% | Reduced |
| Signaturefd, LLC | 6,639 | $1.10M | 0.04% | +640+10.7% | Added |
| KWB Wealth | 7,765 | $1.10M | 0.21% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 6,730 | $1.11M | 0.66% | −25−0.4% | Reduced |
| McAdam, LLC | 6,487 | $1.11M | 0.13% | −572−8.1% | Reduced |
| Walleye Capital LLC | 6,748 | $1.11M | 0.04% | +1,352+25.1% | Added |
| Lee Danner & Bass Inc | 6,793 | $1.12M | 0.10% | 00.0% | Unchanged |
| Mark Stevens | 6,794 | $1.12M | 0.12% | +801+13.4% | Added |
| J.W. Cole Advisors, Inc. | 6,807 | $1.13M | 0.09% | +279+4.3% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6,854 | $1.13M | 0.16% | −4−0.1% | Reduced |
| Braun Stacey Associates Inc | 6,900 | $1.14M | 0.04% | +1,175+20.5% | Added |
| Kore Private Wealth LLC | 6,900 | $1.14M | 0.13% | +3,023+78.0% | Added |
| Citadel Investment Advisory, Inc. | 6,938 | $1.15M | 0.71% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,933 | $1.15M | 0.27% | +10+0.1% | Added |