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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 7,950 | $1.31M | 0.47% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 7,939 | $1.31M | 0.12% | 00.0% | Unchanged |
| Pitcairn Co | 7,931 | $1.31M | 0.09% | −297−3.6% | Reduced |
| Insight Advisors, LLC | 7,708 | $1.30M | 0.41% | −187−2.4% | Reduced |
| Empirical Finance, LLC | 7,877 | $1.30M | 0.21% | +1,094+16.1% | Added |
| Jeereddi Investments, LP | 7,843 | $1.30M | 1.09% | −3,257−29.3% | Reduced |
| Smithfield Trust Co | 7,838 | $1.29M | 0.09% | −1,326−14.5% | Reduced |
| Resources Investment Advisors, LLC. | 7,766 | $1.28M | 0.05% | +950+13.9% | Added |
| Moloney Securities Asset Management, LLC | 7,744 | $1.28M | 0.23% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 7,738 | $1.28M | 0.81% | −4,390−36.2% | Reduced |
| Beach Investment Counsel Inc | 7,733 | $1.28M | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,664 | $1.27M | 0.33% | +492+6.9% | Added |
| Orrstown Financial Services Inc | 7,576 | $1.26M | 1.83% | −399−5.0% | Reduced |
| Conning Inc. | 7,651 | $1.26M | 0.04% | −1,043−12.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 9,085 | $1.26M | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 7,602 | $1.26M | 0.03% | +3,122+69.7% | Added |
| Moors & Cabot, Inc. | 7,568 | $1.25M | 0.09% | +156+2.1% | Added |
| Investors Asset Management of Georgia Inc | 7,565 | $1.25M | 0.67% | −300−3.8% | Reduced |
| Joel Isaacson & Co., LLC | 7,551 | $1.25M | 0.10% | +356+4.9% | Added |
| Western Wealth Management, LLC | 7,561 | $1.24M | 0.13% | +418+5.9% | Added |
| Piscataqua Savings Bank | 7,502 | $1.24M | 1.06% | +62+0.8% | Added |
| Beacon Financial Group | 7,300 | $1.23M | 0.18% | −3,571−32.8% | Reduced |
| Integrated Wealth Concepts LLC | 7,456 | $1.23M | 0.04% | +233+3.2% | Added |
| Fort Point Capital Partners LLC | 7,412 | $1.23M | 0.24% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,375 | $1.22M | 1.00% | +175+2.4% | Added |
| Evergreen Capital Management LLC | 7,372 | $1.22M | 0.06% | −107−1.4% | Reduced |
| Investment House LLC | 7,375 | $1.22M | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,354 | $1.22M | 0.03% | +167+2.3% | Added |
| Crestwood Advisors Group LLC | 7,337 | $1.21M | 0.04% | −36−0.5% | Reduced |
| Van Cleef Asset Management,Inc | 7,302 | $1.21M | 0.18% | −120−1.6% | Reduced |
| Coastline Trust Co | 7,300 | $1.21M | 0.15% | −220−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,295 | $1.21M | 0.39% | +4,843+197.5% | Added |
| Becker Capital Management Inc | 7,286 | $1.20M | 0.05% | +144+2.0% | Added |
| YHB Investment Advisors, Inc. | 7,270 | $1.20M | 0.10% | −25−0.3% | Reduced |
| Mutual Advisors, LLC | 7,268 | $1.20M | 0.07% | +125+1.7% | Added |
| Trust Co of Toledo NA | 7,215 | $1.19M | 0.20% | −8−0.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 7,209 | $1.19M | 0.32% | −97−1.3% | Reduced |
| Bank of Hawaii | 7,200 | $1.19M | 0.07% | −829−10.3% | Reduced |
| Financial Counselors Inc | 7,196 | $1.19M | 0.03% | +112+1.6% | Added |
| Level Four Advisory Services, LLC | 7,099 | $1.17M | 0.08% | +2,515+54.9% | Added |
| Duff & Phelps Investment Management Co | 7,090 | $1.17M | 0.02% | −625−8.1% | Reduced |
| Van Strum & Towne Inc. | 7,090 | $1.17M | 0.56% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 7,083 | $1.17M | 0.01% | +697+10.9% | Added |
| Orion Portfolio Solutions, LLC | 7,049 | $1.17M | 0.05% | +1,857+35.8% | Added |
| Global Retirement Partners, LLC | 7,018 | $1.16M | 0.12% | −288−3.9% | Reduced |
| Regent Investment Management LLC | 7,011 | $1.16M | 0.27% | 00.0% | Unchanged |
| Capital Management Associates | 7,002 | $1.16M | 1.11% | −100−1.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,000 | $1.16M | 0.09% | +3,000+75.0% | Added |
| Bridgewater Advisors Inc. | 6,940 | $1.15M | 0.36% | +1,170+20.3% | 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 |
| 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 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6,854 | $1.13M | 0.16% | −4−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 6,807 | $1.13M | 0.09% | +279+4.3% | Added |
| Mark Stevens | 6,794 | $1.12M | 0.12% | +801+13.4% | Added |
| Lee Danner & Bass Inc | 6,793 | $1.12M | 0.10% | 00.0% | Unchanged |
| 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 |
| Game Plan Financial Advisors, LLC | 6,730 | $1.11M | 0.66% | −25−0.4% | Reduced |
| KWB Wealth | 7,765 | $1.10M | 0.21% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,639 | $1.10M | 0.04% | +640+10.7% | Added |
| Arete Wealth Advisors, LLC | 7,161 | $1.10M | 0.15% | −9−0.1% | Reduced |
| Arjuna Capital | 6,597 | $1.09M | 0.47% | +6,597 | New |
| 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 |
| Sentry Investment Management LLC | 6,585 | $1.09M | 0.28% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 6,569 | $1.08M | 0.48% | −75−1.1% | Reduced |
| 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 |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $1.08M | 0.34% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,517 | $1.08M | 0.08% | −252−3.7% | Reduced |
| Berkshire Bank | 6,493 | $1.07M | 0.26% | +74+1.2% | Added |
| Wade G W & Inc | 6,443 | $1.06M | 0.05% | −320−4.7% | Reduced |
| Insight Wealth Strategies, LLC | 6,420 | $1.06M | 0.15% | −231−3.5% | Reduced |
| Compton Capital Management Inc | 6,400 | $1.06M | 0.31% | −50−0.8% | Reduced |
| Little House Capital LLC | 6,391 | $1.06M | 0.57% | +6,391 | New |
| Aurora Private Wealth, Inc. | 6,362 | $1.05M | 0.42% | +210+3.4% | Added |
| Symmetry Partners, LLC | 6,350 | $1.05M | 0.07% | 00.0% | Unchanged |
| Duality Advisers, LP | 6,290 | $1.04M | 0.09% | +3,833+156.0% | Added |
| Wesbanco Bank Inc | 6,283 | $1.04M | 0.04% | −1,050−14.3% | Reduced |
| Icon Wealth Partners, LLC | 6,277 | $1.04M | 0.11% | −249−3.8% | Reduced |
| Usca Ria LLC | 6,264 | $1.03M | 0.06% | −43−0.7% | Reduced |
| Bigelow Investment Advisors, LLC | 6,241 | $1.03M | 0.50% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,232 | $1.03M | 0.38% | +16+0.3% | Added |
| Ledyard National Bank | 6,226 | $1.03M | 0.11% | −259−4.0% | Reduced |
| Commerzbank Aktiengesellschaft | 6,210 | $1.03M | 0.07% | −500−7.5% | Reduced |
| WealthTrust Axiom LLC | 6,114 | $1.01M | 0.32% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 6,107 | $1.01M | 0.03% | +154+2.6% | Added |
| Plimoth Trust Co LLC | 6,088 | $1.01M | 0.28% | −435−6.7% | Reduced |
| Monte Financial Group, LLC | 6,085 | $1.00M | 0.57% | −979−13.9% | Reduced |
| RFG Advisory, LLC | 6,077 | $1.00M | 0.09% | −557−8.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,072 | $1.00M | 0.64% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,030 | $996.0K | 0.12% | −680−10.1% | 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 |
| 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 |
| 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 |