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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 2,100 | $347.0K | 0.11% | −500−19.2% | Reduced |
| Cape Ann Savings Bank | 2,100 | $347.0K | 0.22% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,101 | $347.0K | 0.13% | +193+10.1% | Added |
| Capital Analysts, LLC | 2,093 | $346.0K | 0.02% | +172+9.0% | Added |
| Davidson Trust Co | 2,088 | $345.0K | 0.27% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2,086 | $345.0K | 0.03% | +196+10.4% | Added |
| Convergence Investment Partners, LLC | 2,080 | $344.0K | 0.15% | −94−4.3% | Reduced |
| Engine No. 1 LLC | 2,074 | $343.0K | 0.09% | +2,074 | New |
| Voya Financial Advisors, Inc. | 2,085 | $342.0K | 0.04% | −6,281−75.1% | Reduced |
| Truadvice, LLC | 1,977 | $342.0K | 0.07% | +22+1.1% | Added |
| Charles Schwab Trust Co | 2,050 | $339.0K | 0.07% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,050 | $339.0K | 0.07% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,051 | $338.0K | 0.20% | +10.0% | Added |
| Oliver Luxxe Assets LLC | 2,041 | $337.0K | 0.09% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,042 | $337.0K | 0.06% | +2,042 | New |
| Liberty Wealth Management LLC | 2,030 | $335.0K | 0.13% | −130−6.0% | Reduced |
| Kimelman & Baird, LLC | 2,029 | $335.0K | 0.03% | +2,029 | New |
| Fiducient Advisors LLC | 2,012 | $332.0K | 0.10% | −600−23.0% | Reduced |
| Solitude Financial Services | 1,997 | $330.0K | 0.24% | −13,031−86.7% | Reduced |
| Physicians Financial Services, Inc. | 2,000 | $330.0K | 0.14% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $330.0K | 0.07% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,994 | $329.0K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,994 | $329.0K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,996 | $329.0K | 0.17% | +1,996 | New |
| Toth Financial Advisory Corp | 1,985 | $328.0K | 0.05% | +3+0.2% | Added |
| GW Henssler & Associates Ltd | 1,979 | $327.0K | 0.02% | −150−7.0% | Reduced |
| MCF Advisors LLC | 1,977 | $327.0K | 0.03% | −4−0.2% | Reduced |
| Penserra Capital Management LLC | 1,977 | $326.0K | 0.01% | +449+29.4% | Added |
| Stratos Wealth Advisors, LLC | 1,959 | $324.0K | 0.03% | −59−2.9% | Reduced |
| Hallmark Capital Management Inc | 1,955 | $323.0K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,952 | $323.0K | 0.08% | +1,952 | New |
| Weybosset Research & Management LLC | 1,950 | $322.0K | 0.13% | +150+8.3% | Added |
| Dearborn Partners LLC | 1,935 | $320.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,939 | $320.0K | 0.10% | +621+47.1% | Added |
| Probity Advisors, Inc. | 1,934 | $319.0K | 0.07% | −92−4.5% | Reduced |
| Independent Family Office, LLC | 1,932 | $319.0K | 0.12% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,930 | $319.0K | 0.05% | +1+0.1% | Added |
| Integrated Advisors Network LLC | 1,928 | $319.0K | 0.02% | +321+20.0% | Added |
| Washington Trust Bank | 1,925 | $318.0K | 0.04% | −48−2.4% | Reduced |
| Accuvest Global Advisors | 1,917 | $317.0K | 0.16% | −3,931−67.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,917 | $317.0K | 0.01% | +101+5.6% | Added |
| FinTrust Capital Advisors, LLC | 1,919 | $317.0K | 0.08% | +231+13.7% | Added |
| Private Capital Management LLC | 1,913 | $316.0K | 0.14% | +19+1.0% | Added |
| Royal Fund Management, LLC | 1,916 | $316.0K | 0.05% | +1,916 | New |
| Axiom Financial Strategies, LLC | 1,898 | $314.0K | 0.14% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,894 | $313.0K | 0.10% | −179−8.6% | Reduced |
| Windsor Capital Management, LLC | 1,896 | $313.0K | 0.10% | −30−1.6% | Reduced |
| Titus Wealth Management | 1,893 | $313.0K | 0.17% | −16,806−89.9% | Reduced |
| Davis R M Inc | 1,897 | $313.0K | 0.01% | +343+22.1% | Added |
| 44 Wealth Management LLC | 1,882 | $311.0K | 0.12% | −1,440−43.3% | Reduced |
| Magellan Asset Management Ltd | 1,885 | $311.0K | 0.00% | −353−15.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,884 | $311.0K | 0.11% | −89−4.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,879 | $310.0K | 0.03% | +2+0.1% | Added |
| Stockman Wealth Management, Inc. | 1,870 | $309.0K | 0.07% | −45−2.3% | Reduced |
| Parsec Financial Management, Inc. | 1,863 | $308.0K | 0.01% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,862 | $308.0K | 0.37% | 00.0% | Unchanged |
| AIA Group Ltd | 1,890 | $308.0K | 0.02% | +1,890 | New |
| West Family Investments, Inc. | 1,865 | $308.0K | 0.09% | +1,865 | New |
| Middleton & Co Inc | 1,850 | $306.0K | 0.03% | +1,850 | New |
| Glassman Wealth Services | 1,846 | $305.0K | 0.06% | −2,098−53.2% | Reduced |
| Proficio Capital Partners LLC | 1,849 | $305.0K | 0.04% | +19+1.0% | Added |
| Wealthquest Corp | 1,850 | $305.0K | 0.05% | +131+7.6% | Added |
| Nottingham Advisors, Inc. | 1,842 | $304.0K | 0.03% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,835 | $303.0K | 0.02% | +799+77.1% | Added |
| Laird Norton Trust Company, LLC | 1,832 | $302.0K | 0.03% | −7−0.4% | Reduced |
| Berman Capital Advisors, LLC | 1,834 | $302.0K | 0.05% | +474+34.9% | Added |
| Ausdal Financial Partners, Inc. | 1,824 | $301.0K | 0.05% | −128−6.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,822 | $301.0K | 0.01% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,817 | $300.0K | 0.16% | −89−4.7% | Reduced |
| Two Sigma Securities, LLC | 1,808 | $299.0K | 0.07% | +1,808 | New |
| Founders Financial Alliance, LLC | 1,807 | $298.0K | 0.14% | +9+0.5% | Added |
| Farr Miller & Washington LLC | 1,804 | $298.0K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,805 | $298.0K | 0.07% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,796 | $297.0K | 0.06% | −253−12.3% | Reduced |
| Granite Investment Advisors, LLC | 1,797 | $297.0K | 0.05% | +25+1.4% | Added |
| Foster & Motley Inc | 1,799 | $297.0K | 0.02% | +31+1.8% | Added |
| Camden Capital, LLC | 1,790 | $296.0K | 0.07% | +1,790 | New |
| Adirondack Trust Co | 1,780 | $295.0K | 0.15% | −100−5.3% | Reduced |
| Camarda Financial Advisors, LLC | 1,788 | $295.0K | 0.18% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,777 | $294.0K | 0.03% | −190−9.7% | Reduced |
| Bahl & Gaynor Inc | 1,778 | $294.0K | 0.00% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,774 | $293.0K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,771 | $293.0K | 0.08% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,765 | $292.0K | 0.05% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 1,760 | $291.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,760 | $291.0K | 0.08% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 1,754 | $290.0K | 0.04% | +44+2.6% | Added |
| Kelman-Lazarov, Inc. | 1,750 | $289.0K | 0.10% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,754 | $289.0K | 0.09% | +84+5.0% | Added |
| MEMBERS Trust Co | 1,742 | $288.0K | 0.01% | −114−6.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,739 | $287.0K | 0.03% | −315−15.3% | Reduced |
| Shufro Rose & Co LLC | 1,733 | $286.0K | 0.02% | +150+9.5% | Added |
| Windsor Group LTD | 1,723 | $285.0K | 0.06% | −149−8.0% | Reduced |
| Investors Research Corp | 1,713 | $283.0K | 0.10% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,653 | $282.8K | 0.22% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,685 | $278.0K | 0.20% | +1+0.1% | Added |
| Rede Wealth, LLC | 1,680 | $278.0K | 0.15% | +1,680 | New |
| First Horizon Advisors, Inc. | 1,683 | $277.0K | 0.01% | +13+0.8% | Added |
| Transcend Wealth Collective, LLC | 1,675 | $276.0K | 0.04% | −367−18.0% | Reduced |
| Michael B. Yongue | 1,675 | $276.0K | 0.20% | 00.0% | Unchanged |