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 |
|---|---|---|---|---|---|
| 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 |
| Marshall Wace North America L.P. | 3,401 | $562.0K | 0.00% | +1,100+47.8% | Added |
| 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 |
| Hartford Financial Management Inc. | 3,362 | $556.0K | 0.14% | −17−0.5% | Reduced |
| Independent Financial Group, LLC | 3,355 | $554.3K | 0.06% | −190−5.4% | Reduced |
| Riverbridge Partners LLC | 3,348 | $553.0K | 0.01% | −102−3.0% | Reduced |
| SignalPoint Asset Management, LLC | 3,333 | $551.0K | 0.18% | −34−1.0% | Reduced |
| Culbertson A N & Co Inc | 3,325 | $549.0K | 0.11% | +145+4.6% | Added |
| B. Riley Wealth Management, Inc. | 3,317 | $548.0K | 0.06% | −1,164−26.0% | Reduced |
| Hobart Private Capital, LLC | 3,305 | $546.1K | 0.22% | −255−7.2% | Reduced |
| Krane Funds Advisors LLC | 3,296 | $545.0K | 0.02% | +3,296 | New |
| 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 |
| Ellis Investment Partners, LLC | 3,292 | $543.0K | 0.14% | +130+4.1% | Added |
| Snowden Capital Advisors LLC | 3,284 | $542.6K | 0.03% | +403+14.0% | Added |
| Eastern Bank | 3,248 | $536.0K | 0.03% | −600−15.6% | Reduced |
| Derby & Company, Inc | 3,240 | $535.0K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 3,232 | $534.0K | 0.20% | 00.0% | Unchanged |
| CWM, LLC | 3,212 | $531.0K | 0.00% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 3,210 | $530.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| NorthRock Partners, LLC | 3,194 | $528.0K | 0.04% | −99−3.0% | Reduced |
| Heritage Wealth Advisors | 3,172 | $524.0K | 0.03% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 3,173 | $524.0K | 0.47% | +60+1.9% | Added |
| Sanders Morris Harris LLC | 3,082 | $523.0K | 0.10% | +40+1.3% | Added |
| All Terrain Financial Advisors, LLC | 3,160 | $522.0K | 0.25% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 3,150 | $521.0K | 0.04% | −740−19.0% | Reduced |
| Abbrea Capital, LLC | 3,149 | $520.0K | 0.08% | +225+7.7% | Added |
| Security National Trust Co | 3,131 | $518.0K | 0.12% | −119−3.7% | Reduced |
| Standard Family Office LLC | 3,131 | $517.0K | 0.11% | +600+23.7% | Added |
| 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 |
| Interchange Capital Partners, LLC | 3,117 | $515.0K | 0.80% | −872−21.9% | Reduced |
| Cambridge Advisors Inc. | 3,110 | $514.0K | 0.12% | +251+8.8% | Added |
| 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 |
| 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 |
| Private Ocean, LLC | 3,068 | $507.0K | 0.07% | +1,192+63.5% | Added |
| Acima Private Wealth, LLC | 3,057 | $505.0K | 0.23% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,563 | $504.0K | 0.07% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,042 | $503.0K | 0.11% | +11+0.4% | Added |
| Canton Hathaway, LLC | 3,030 | $501.0K | 0.15% | −500−14.2% | Reduced |
| Bingham Osborn & Scarborough LLC | 3,034 | $501.0K | 0.04% | +558+22.5% | Added |
| Phoenix Wealth Advisors | 2,940 | $499.0K | 0.36% | +248+9.2% | Added |
| Mezzasalma Advisors, LLC | 3,017 | $498.0K | 0.27% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,000 | $496.0K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $495.7K | 0.27% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,993 | $495.0K | 0.22% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,985 | $493.0K | 0.21% | −130−4.2% | Reduced |
| Mechanics Bank Trust Department | 2,975 | $492.0K | 0.08% | +897+43.2% | Added |
| Thomasville National Bank | 2,974 | $491.0K | 0.05% | −613−17.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,958 | $489.0K | 0.22% | −165−5.3% | Reduced |
| Garrison Asset Management, LLC | 2,956 | $488.0K | 0.30% | −215−6.8% | Reduced |
| International Assets Investment Management, LLC | 2,944 | $486.0K | 0.09% | −3,077−51.1% | Reduced |
| Pioneer Trust Bank N A | 2,934 | $485.0K | 0.14% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,792 | $482.0K | 0.04% | +16+0.6% | Added |
| Clear Harbor Asset Management, LLC | 2,916 | $482.0K | 0.06% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 2,873 | $475.0K | 0.03% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 2,866 | $474.0K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,863 | $473.0K | 0.09% | +563+24.5% | Added |
| McIlrath & Eck, LLC | 2,855 | $472.0K | 0.14% | −854−23.0% | Reduced |
| Indiana Trust & Investment Management CO | 3,877 | $468.0K | 0.26% | +56+1.5% | Added |
| Bath Savings Trust Co | 2,830 | $468.0K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,825 | $467.0K | 0.14% | −2,000−41.5% | Reduced |
| Plancorp, LLC | 2,819 | $466.0K | 0.04% | −70−2.4% | Reduced |
| First Financial Bank - Trust Division | 2,817 | $466.0K | 0.05% | +75+2.7% | Added |
| Appleton Group, LLC | 2,815 | $465.0K | 0.36% | +7+0.2% | Added |
| Bank Hapoalim BM | 2,811 | $464.0K | 0.05% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 2,725 | $463.0K | 0.17% | 00.0% | Unchanged |
| Old National Bancorp | 2,789 | $461.0K | 0.02% | −1,366−32.9% | Reduced |
| Weaver Consulting Group | 2,784 | $460.0K | 0.26% | +107+4.0% | Added |
| Matrix Asset Advisors Inc | 2,778 | $459.0K | 0.07% | −85−3.0% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 2,792 | $459.0K | 0.06% | +174+6.6% | Added |
| Stock Yards Bank & Trust Co | 2,760 | $456.0K | 0.03% | −650−19.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,744 | $453.0K | 0.12% | +675+32.6% | Added |
| Putnam Investments LLC | 2,752 | $452.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,721 | $450.0K | 0.05% | −480−15.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,727 | $450.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,723 | $450.0K | 0.16% | +155+6.0% | Added |
| Capula Management Ltd | 2,727 | $449.0K | 0.08% | +2,727 | New |
| North Star Investment Management Corp. | 2,714 | $448.0K | 0.04% | −13−0.5% | Reduced |
| Wealth Architects, LLC | 2,706 | $447.0K | 0.09% | +127+4.9% | Added |
| Texas Yale Capital Corp. | 2,690 | $444.0K | 0.03% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,682 | $443.0K | 0.15% | −1,135−29.7% | Reduced |
| Triangle Securities Wealth Management | 2,676 | $442.0K | 0.15% | 00.0% | Unchanged |
| Cypress Capital Group | 2,669 | $441.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,665 | $440.0K | 0.05% | −26−1.0% | Reduced |
| Trexquant Investment LP | 2,649 | $438.0K | 0.04% | −11,300−81.0% | Reduced |
| Outlook Wealth Advisors, LLC | 2,652 | $438.0K | 0.14% | +200+8.2% | Added |
| Summit Financial Group Inc | 2,645 | $437.0K | 0.16% | +2,645 | New |
| Integrated Investment Consultants, LLC | 2,637 | $436.0K | 0.13% | −642−19.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,627 | $434.0K | 0.18% | +19+0.7% | Added |
| Ballast Advisors LLC | 2,623 | $433.0K | 0.18% | 00.0% | Unchanged |