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 |
|---|---|---|---|---|---|
| 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 |
| Resources Management Corp | 5,973 | $987.0K | 0.14% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 5,968 | $986.0K | 0.64% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,955 | $984.0K | 0.09% | +98+1.7% | Added |
| Trust Asset Management LLC | 5,950 | $983.0K | 0.13% | +674+12.8% | Added |
| Stableford Capital II LLC | 5,929 | $980.0K | 0.47% | −8,874−59.9% | Reduced |
| Wealth Alliance | 5,911 | $977.0K | 0.23% | +611+11.5% | Added |
| Capital One Financial Corp | 5,905 | $976.0K | 0.12% | 00.0% | Unchanged |
| S&CO Inc | 5,900 | $974.0K | 0.08% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 5,891 | $973.0K | 0.24% | +190+3.3% | Added |
| Beaton Management Co. Inc. | 7,203 | $969.0K | 0.62% | +2,747+61.6% | Added |
| NBT Bank N A | 5,856 | $968.0K | 0.13% | −55−0.9% | Reduced |
| Spears Abacus Advisors LLC | 5,853 | $967.0K | 0.07% | 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 |
| Oldfather Financial Services, LLC | 5,695 | $965.0K | 0.53% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5,835 | $964.0K | 0.81% | −3,460−37.2% | Reduced |
| TCTC Holdings, LLC | 5,809 | $960.0K | 0.04% | 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 |
| Pecaut & Co. | 5,767 | $953.0K | 0.62% | 00.0% | Unchanged |
| First National Bank of South Miami | 5,748 | $950.0K | 0.65% | +74+1.3% | Added |
| Kingsview Wealth Management, LLC | 5,664 | $946.0K | 0.05% | +493+9.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,690 | $940.0K | 0.03% | −60−1.0% | Reduced |
| Thomas White International Ltd | 5,678 | $938.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Tokio Marine Asset Management Co Ltd | 5,565 | $920.0K | 0.08% | +601+12.1% | Added |
| Laffer Tengler Investments | 5,550 | $917.0K | 0.34% | −1,542−21.7% | Reduced |
| Ballentine Partners, LLC | 5,540 | $915.0K | 0.03% | +311+5.9% | Added |
| Sargent Bickham Lagudis LLC | 5,465 | $903.0K | 0.07% | −321−5.5% | Reduced |
| Birch Hill Investment Advisors LLC | 5,450 | $901.0K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,430 | $897.0K | 0.04% | +89+1.7% | Added |
| Westwood Management Corp | 5,400 | $892.0K | 0.07% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 5,377 | $889.0K | 0.04% | −75−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 5,372 | $888.0K | 0.03% | +376+7.5% | Added |
| Barings LLC | 5,371 | $887.0K | 0.02% | −570−9.6% | Reduced |
| Focus Financial Network, Inc. | 5,359 | $885.5K | 0.12% | −1,773−24.9% | Reduced |
| Boenning & Scattergood, Inc. | 5,356 | $885.0K | 0.15% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 5,279 | $872.0K | 0.14% | +538+11.3% | Added |
| Jennison Associates LLC | 5,253 | $868.0K | 0.00% | −557−9.6% | Reduced |
| Constitution Capital LLC | 5,250 | $867.0K | 0.53% | −100−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,240 | $866.0K | 0.18% | +77+1.5% | Added |
| Transform Wealth, LLC | 5,233 | $865.0K | 0.11% | −789−13.1% | Reduced |
| TownSquare Capital, LLC | 5,097 | $864.0K | 0.03% | −146−2.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,200 | $857.0K | 0.24% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,169 | $854.0K | 0.09% | 00.0% | Unchanged |
| Leisure Capital Management | 5,165 | $853.0K | 0.48% | −6−0.1% | Reduced |
| Resource Management, LLC | 5,160 | $853.0K | 0.10% | +1,502+41.1% | Added |
| Morse Asset Management, Inc | 5,140 | $849.0K | 0.21% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,103 | $843.0K | 0.44% | +250+5.2% | Added |
| Wealthsource Partners, LLC | 5,087 | $841.0K | 0.07% | +1,314+34.8% | Added |
| Strategic Advisors LLC | 5,082 | $839.0K | 0.22% | −69−1.3% | Reduced |
| Levin Capital Strategies, L.P. | 5,064 | $837.0K | 0.09% | −1,000−16.5% | Reduced |
| Flagship Harbor Advisors, LLC | 5,054 | $835.0K | 0.09% | −16−0.3% | Reduced |
| Manchester Capital Management LLC | 5,047 | $834.0K | 0.11% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 5,041 | $833.0K | 0.52% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,025 | $830.0K | 0.24% | −1,618−24.4% | Reduced |
| Linscomb & Williams, Inc. | 5,020 | $829.0K | 0.04% | +244+5.1% | Added |
| 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 |
| Papp L Roy & Associates | 4,995 | $825.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 3,264 | $823.0K | 0.04% | −1,291−28.3% | Reduced |
| Sippican Capital Advisors | 4,977 | $822.0K | 0.72% | −25−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,958 | $819.0K | 0.13% | +328+7.1% | 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 Avenue Asset Management, LP | 4,943 | $816.0K | 0.05% | +407+9.0% | Added |
| Evanson Asset Management, LLC | 4,930 | $815.0K | 0.08% | −67−1.3% | 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 |
| Domani Wealth, LLC | 4,883 | $807.0K | 0.16% | −3,000−38.1% | Reduced |
| WBH Advisory Inc | 4,657 | $804.0K | 0.12% | −48−1.0% | Reduced |
| Madison Asset Management, LLC | 4,848 | $801.0K | 0.01% | +9+0.2% | Added |
| Alhambra Investment Partners LLC | 4,828 | $798.0K | 0.60% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,813 | $795.0K | 0.01% | −1,636−25.4% | Reduced |
| AdvisorNet Financial, Inc | 4,797 | $793.0K | 0.05% | +4+0.1% | Added |
| S.A. Mason LLC | 4,794 | $792.0K | 0.54% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 4,786 | $791.0K | 0.42% | −75−1.5% | Reduced |
| Leonteq Securities AG | 4,773 | $788.6K | 0.06% | −194−3.9% | Reduced |
| We Are One Seven, LLC | 4,742 | $784.0K | 0.11% | +507+12.0% | Added |
| Asset Management Corp | 4,738 | $783.0K | 0.51% | −1,246−20.8% | 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 |
| Flputnam Investment Management Co | 4,685 | $774.0K | 0.03% | −7,600−61.9% | 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 |
| 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 |
| Aspiriant, LLC | 4,616 | $761.0K | 0.04% | −9−0.2% | Reduced |
| Legacy Advisors, LLC | 4,596 | $759.0K | 0.31% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,584 | $757.0K | 0.18% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,563 | $754.0K | 0.03% | −345−7.0% | Reduced |
| First National Bank of Hutchinson | 4,557 | $753.0K | 0.39% | +145+3.3% | Added |
| Prelude Capital Management, LLC | 4,523 | $747.0K | 0.04% | +2,233+97.5% | Added |
| 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 |