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 |
|---|---|---|---|---|---|
| CPWM, LLC | 1,663 | $275.0K | 0.02% | −45−2.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,665 | $275.0K | 0.07% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,663 | $275.0K | 0.10% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,661 | $274.0K | 0.04% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 1,650 | $273.0K | 0.02% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,650 | $273.0K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,644 | $272.0K | 0.05% | +1+0.1% | Added |
| St. Louis Trust Co | 1,640 | $271.0K | 0.07% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,638 | $271.0K | 0.07% | +106+6.9% | Added |
| Blue Fin Capital, Inc. | 1,637 | $270.0K | 0.08% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,632 | $270.0K | 0.06% | +515+46.1% | Added |
| Traphagen Investment Advisors LLC | 1,628 | $269.0K | 0.05% | 00.0% | Unchanged |
| SFMG, LLC | 1,626 | $269.0K | 0.03% | +23+1.4% | Added |
| Verity & Verity, LLC | 1,624 | $268.0K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,625 | $268.0K | 0.11% | +8+0.5% | Added |
| Avantax Planning Partners, Inc. | 1,613 | $267.0K | 0.01% | +1,613 | New |
| O'Dell Group, LLC | 1,615 | $267.0K | 0.08% | +1,615 | New |
| Independent Solutions Wealth Management, LLC | 1,602 | $264.7K | 0.06% | +1,602 | New |
| Corrigan Financial, Inc. | 1,598 | $264.1K | 0.08% | +1+0.1% | Added |
| KG&L Capital Management,LLC | 1,600 | $264.0K | 0.12% | −1,054−39.7% | Reduced |
| Asset Advisors Investment Management, LLC | 1,600 | $264.0K | 0.03% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $264.0K | 0.08% | 00.0% | Unchanged |
| Truehand, Inc | 1,600 | $264.0K | 0.16% | 00.0% | Unchanged |
| Summit Global Investments | 1,600 | $264.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,595 | $264.0K | 0.02% | +1,595 | New |
| DRW Securities, LLC | 1,598 | $264.0K | 0.04% | +1,598 | New |
| Hall Laurie J Trustee | 1,589 | $263.0K | 0.10% | −445−21.9% | Reduced |
| Northwest Bancshares, Inc. | 1,589 | $263.0K | 0.06% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,593 | $263.0K | 0.14% | +1,593 | New |
| Jefferies Group LLC | 1,587 | $262.2K | 0.00% | −26,739−94.4% | Reduced |
| G&S Capital LLC | 1,585 | $262.0K | 0.14% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,582 | $262.0K | 0.04% | +32+2.1% | Added |
| LCNB Corp | 1,577 | $261.0K | 0.13% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,573 | $260.0K | 0.18% | +1+0.1% | Added |
| Axiom Investment Management LLC | 1,583 | $260.0K | 0.20% | +34+2.2% | Added |
| Childress Capital Advisors, LLC | 1,568 | $259.0K | 0.12% | −791−33.5% | Reduced |
| Smith, Moore & Co. | 1,565 | $259.0K | 0.04% | +1+0.1% | Added |
| Covenant Multifamily Offices, LLC | 1,560 | $258.0K | 0.05% | +1,560 | New |
| Patton Albertson Miller Group, LLC | 1,550 | $256.0K | 0.06% | −219−12.4% | Reduced |
| Centric Wealth Management | 1,544 | $255.0K | 0.09% | +1,544 | New |
| Wimmer Associates 1, LLC | 1,540 | $254.0K | 0.15% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,537 | $254.0K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,535 | $254.0K | 0.06% | +1,535 | New |
| Independence Bank of Kentucky | 1,530 | $253.0K | 0.11% | −110−6.7% | Reduced |
| Armstrong Shaw Associates Inc | 1,534 | $253.0K | 0.22% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,525 | $252.0K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,529 | $252.0K | 0.18% | +53+3.6% | Added |
| Pettyjohn, Wood & White, Inc | 1,519 | $251.0K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,512 | $250.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,514 | $250.0K | 0.07% | +14+0.9% | Added |
| City Holding Co | 1,510 | $249.0K | 0.04% | −100−6.2% | Reduced |
| Autus Asset Management, LLC | 1,510 | $249.0K | 0.03% | −100−6.2% | Reduced |
| All Season Financial Advisors, Inc. | 1,505 | $249.0K | 0.18% | +1,505 | New |
| Fiera Capital Corp | 1,500 | $248.0K | 0.00% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,500 | $248.0K | 0.11% | −26−1.7% | Reduced |
| Professional Advisory Services Inc | 1,500 | $248.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,500 | $248.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,500 | $248.0K | 0.06% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,498 | $248.0K | 0.07% | +1,498 | New |
| Mengis Capital Management, Inc. | 1,500 | $247.0K | 0.05% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,497 | $247.0K | 0.03% | +2+0.1% | Added |
| Intrust Bank NA | 1,492 | $247.0K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,492 | $247.0K | 0.04% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,497 | $247.0K | 0.03% | +1,497 | New |
| Delta Asset Management LLC | 1,486 | $246.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,488 | $246.0K | 0.00% | +260+21.2% | Added |
| Abacus Planning Group, Inc. | 1,483 | $245.0K | 0.07% | +1,483 | New |
| United Bank | 1,475 | $244.0K | 0.03% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,460 | $241.0K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,450 | $240.0K | 0.04% | −100−6.5% | Reduced |
| E&G Advisors, LP | 0 | $240.0K | 0.07% | 0 | New |
| Princeton Portfolio Strategies Group LLC | 1,446 | $239.0K | 0.05% | −700−32.6% | Reduced |
| Strategic Blueprint, LLC | 1,447 | $239.0K | 0.04% | +1,447 | New |
| Trust Co of Virginia | 1,451 | $238.0K | 0.03% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $238.0K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,426 | $238.0K | 0.02% | +1,426 | New |
| Calton & Associates, Inc. | 1,430 | $237.0K | 0.05% | −45−3.1% | Reduced |
| Annex Advisory Services, LLC | 1,437 | $237.0K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,437 | $237.0K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,431 | $236.0K | 0.08% | −176−11.0% | Reduced |
| Allen Capital Group, LLC | 1,431 | $236.0K | 0.05% | −9−0.6% | Reduced |
| Colonial Trust Advisors | 1,431 | $236.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,422 | $235.0K | 0.03% | +1,422 | New |
| Twin Lakes Capital Management, LLC | 1,417 | $234.0K | 0.13% | −47−3.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,417 | $234.0K | 0.12% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,408 | $233.0K | 0.02% | −575−29.0% | Reduced |
| Tortoise Investment Management, LLC | 1,405 | $232.0K | 0.05% | +247+21.3% | Added |
| Hoover Financial Advisors, Inc. | 1,400 | $231.0K | 0.04% | +900+180.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $231.0K | 0.02% | +1,400 | New |
| 17 Capital Partners, LLC | 1,400 | $231.0K | 0.21% | +1,400 | New |
| KLCM Advisors, Inc. | 1,395 | $230.0K | 0.05% | −72,662−98.1% | Reduced |
| Oxbow Advisors, LLC | 1,395 | $230.0K | 0.02% | +1,395 | New |
| MBA Advisors LLC | 1,387 | $229.0K | 0.17% | +1,387 | New |
| Providence Capital Advisors, LLC | 1,377 | $228.0K | 0.07% | +471+52.0% | Added |
| Galvin, Gaustad & Stein, LLC | 1,375 | $227.0K | 0.02% | −255−15.6% | Reduced |
| Bridges Investment Management Inc | 1,375 | $227.0K | 0.01% | −50−3.5% | Reduced |
| Legacy Private Trust Co. | 1,365 | $226.0K | 0.02% | +1,365 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,369 | $226.0K | 0.01% | +1,369 | New |
| Mayfair Advisory Group, LLC | 1,367 | $226.0K | 0.36% | +1,367 | New |
| Glenview State Bank Trust Dept. | 1,358 | $225.0K | 0.07% | −500−26.9% | Reduced |