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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 2,612 | $432.0K | 0.20% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,611 | $431.0K | 0.08% | +21+0.8% | Added |
| Cadence Bank NA | 2,601 | $430.0K | 0.13% | 00.0% | Unchanged |
| Bellevue Group AG | 2,600 | $430.0K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,600 | $430.0K | 0.06% | +100+4.0% | Added |
| SPC Financial, Inc. | 2,582 | $427.0K | 0.05% | −18−0.7% | Reduced |
| Fairbanks Capital Management, Inc. | 2,585 | $427.0K | 0.34% | +5+0.2% | Added |
| Wealthspire Advisors, LLC | 2,577 | $426.0K | 0.01% | −11,548−81.8% | Reduced |
| Quest Capital Management Inc | 2,581 | $426.0K | 0.08% | −105−3.9% | Reduced |
| Silver Lake Advisory, LLC | 2,511 | $425.0K | 0.20% | +2+0.1% | Added |
| Mather Group, LLC. | 2,569 | $424.0K | 0.01% | +3+0.1% | Added |
| L & S Advisors Inc | 2,563 | $423.0K | 0.05% | −545−17.5% | Reduced |
| Nachman Norwood & Parrott, Inc | 2,562 | $423.0K | 0.04% | −10.0% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $421.0K | 0.08% | −100−3.8% | Reduced |
| McLean Asset Management Corp | 2,473 | $420.0K | 0.19% | +180+7.8% | Added |
| Sage Mountain Advisors LLC | 2,536 | $419.0K | 0.07% | +116+4.8% | Added |
| Harbour Investment Management LLC | 2,529 | $418.0K | 0.21% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,527 | $417.0K | 0.05% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,522 | $417.0K | 0.20% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,517 | $415.0K | 0.05% | −7−0.3% | Reduced |
| Waldron Private Wealth LLC | 2,507 | $414.0K | 0.03% | −84−3.2% | Reduced |
| Aua Capital Management, LLC | 2,500 | $413.0K | 0.26% | −500−16.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,500 | $413.0K | 0.20% | −200−7.4% | Reduced |
| Addison Capital Co | 2,494 | $412.0K | 0.20% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,492 | $412.0K | 0.06% | +42+1.7% | Added |
| OPSEU Pension Plan Trust Fund | 2,437 | $411.0K | 0.11% | +2,437 | New |
| Howard Capital Management Inc. | 5,919 | $410.0K | 0.08% | +19+0.3% | Added |
| Patten Group, Inc. | 2,480 | $410.0K | 0.12% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,480 | $410.0K | 0.55% | +4+0.2% | Added |
| PRW Wealth Management LLC | 2,480 | $410.0K | 0.12% | +2,480 | New |
| Xcel Wealth Management, LLC | 2,479 | $410.0K | 0.12% | +2,479 | New |
| Financial Architects, Inc | 2,476 | $409.0K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,466 | $407.0K | 0.38% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,457 | $406.0K | 0.10% | +30+1.2% | Added |
| Cahill Financial Advisors Inc | 2,450 | $405.0K | 0.09% | +10.0% | Added |
| Madden Securities Corp | 2,450 | $405.0K | 0.21% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,452 | $405.0K | 0.13% | +59+2.5% | Added |
| Sawtooth Solutions, LLC | 2,447 | $404.0K | 0.08% | +554+29.3% | Added |
| Hunter Associates Investment Management LLC | 2,418 | $400.0K | 0.12% | −1,021−29.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,419 | $400.0K | 0.15% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $398.0K | 0.05% | −13,053−84.4% | Reduced |
| Meridian Wealth Advisors, LLC | 2,411 | $398.0K | 0.11% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,408 | $398.0K | 0.25% | +30+1.3% | Added |
| Means Investment Co., Inc. | 2,401 | $397.0K | 0.08% | −18−0.7% | Reduced |
| Confluence Investment Management LLC | 2,400 | $397.0K | 0.01% | 00.0% | Unchanged |
| Palladium Partners LLC | 2,404 | $397.0K | 0.02% | +100+4.3% | Added |
| JNBA Financial Advisors | 2,393 | $395.0K | 0.05% | +125+5.5% | Added |
| Girard Partners Ltd. | 2,385 | $394.0K | 0.05% | +2,385 | New |
| Charter Trust Co | 2,374 | $392.0K | 0.04% | −57−2.3% | Reduced |
| Private Capital Group, LLC | 2,366 | $391.0K | 0.09% | −126−5.1% | Reduced |
| Hantz Financial Services, Inc. | 2,364 | $391.0K | 0.01% | +778+49.1% | Added |
| Cornerstone Wealth Group, LLC | 2,391 | $389.0K | 0.08% | +16+0.7% | Added |
| Motco | 2,350 | $389.0K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,355 | $389.0K | 0.08% | +2,355 | New |
| Citizens National Bank Trust Department | 2,340 | $387.0K | 0.11% | −315−11.9% | Reduced |
| M&R Capital Management Inc | 2,334 | $385.0K | 0.09% | +2+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,326 | $384.0K | 0.10% | +423+22.2% | Added |
| Ellevest, Inc. | 2,319 | $383.0K | 0.04% | +309+15.4% | Added |
| EPG Wealth Management LLC | 2,302 | $380.0K | 0.16% | −198−7.9% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $380.0K | 0.26% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,298 | $380.0K | 0.21% | +32+1.4% | Added |
| Blueprint Investment Partners LLC | 2,293 | $379.0K | 0.30% | +2,293 | New |
| Rafferty Asset Management, LLC | 2,288 | $378.0K | 0.00% | −4,016−63.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,286 | $378.0K | 0.22% | −773−25.3% | Reduced |
| Parsons Capital Management Inc | 2,275 | $376.0K | 0.03% | −25−1.1% | Reduced |
| 20/20 Capital Management, Inc. | 2,277 | $376.0K | 0.10% | +5+0.2% | Added |
| Great Valley Advisor Group, Inc. | 2,320 | $375.0K | 0.03% | +3+0.1% | Added |
| Oak Asset Management, LLC | 2,259 | $373.0K | 0.16% | +2,259 | New |
| Financial Advisors, LLC | 2,240 | $370.0K | 0.13% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,237 | $369.0K | 0.18% | −14−0.6% | Reduced |
| Geller Advisors LLC | 2,233 | $369.0K | 0.08% | −4−0.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,223 | $367.0K | 0.16% | −251−10.1% | Reduced |
| Tiemann Investment Advisors, LLC | 2,219 | $367.0K | 0.17% | −49−2.2% | Reduced |
| Columbia Trust Co 01012016 | 2,221 | $367.0K | 0.21% | −57−2.5% | Reduced |
| Vista Wealth Management Group, LLC | 2,222 | $367.0K | 0.08% | −25−1.1% | Reduced |
| Credential Qtrade Securities Inc. | 2,213 | $365.7K | 0.03% | −1,068−32.6% | Reduced |
| BlueCrest Capital Management Ltd | 2,204 | $364.0K | 0.01% | +2,204 | New |
| Sciencast Management LP | 2,114 | $363.0K | 0.08% | −5,294−71.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,190 | $362.0K | 0.02% | −155−6.6% | Reduced |
| Cypress Capital Management LLC | 2,191 | $362.0K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,191 | $362.0K | 0.06% | +160+7.9% | Added |
| Alpha Cubed Investments, LLC | 2,186 | $361.0K | 0.03% | −125−5.4% | Reduced |
| MidWestOne Financial Group, Inc. | 2,186 | $361.0K | 0.09% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,156 | $357.0K | 0.09% | −1,000−31.7% | Reduced |
| Whitener Capital Management, Inc. | 2,150 | $355.0K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,146 | $355.0K | 0.10% | +2,146 | New |
| Harbor Investment Advisory, LLC | 2,142 | $354.0K | 0.05% | +23+1.1% | Added |
| KCS Wealth Advisory | 2,137 | $353.0K | 0.17% | −2,319−52.0% | Reduced |
| Virtue Capital Management, LLC | 2,135 | $353.0K | 0.07% | −180−7.8% | Reduced |
| Donaldson Capital Management, LLC | 2,136 | $353.0K | 0.02% | −61−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 2,083 | $353.0K | 0.08% | +2,083 | New |
| Reliant Investment Management, LLC | 2,131 | $352.0K | 0.16% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,122 | $351.0K | 0.03% | −498−19.0% | Reduced |
| Webster Bank, N. A. | 2,125 | $351.0K | 0.04% | −200−8.6% | Reduced |
| Delta Investment Management, LLC | 2,110 | $349.0K | 0.10% | −5−0.2% | Reduced |
| Yorktown Management & Research Co Inc | 2,110 | $349.0K | 0.27% | 00.0% | Unchanged |
| Highland Private Wealth Management | 2,113 | $349.0K | 0.05% | +68+3.3% | Added |
| Fulton Breakefield Broenniman LLC | 2,106 | $348.0K | 0.03% | −167−7.3% | Reduced |
| HC Advisors, LLC | 2,105 | $348.0K | 0.21% | −20−0.9% | Reduced |
| Essex Savings Bank | 2,168 | $348.0K | 0.13% | 00.0% | Unchanged |