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 |
|---|---|---|---|---|---|
| First Command Bank | 1,358 | $225.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,358 | $225.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 1,364 | $225.0K | 0.03% | +1,364 | New |
| Burns J W & Co Inc | 1,353 | $224.0K | 0.04% | +1,353 | New |
| SevenBridge Financial Group, LLC | 1,354 | $224.0K | 0.07% | +1,354 | New |
| Claybrook Capital, LLC | 1,354 | $224.0K | 0.07% | +1,354 | New |
| First Business Financial Services, Inc. | 1,343 | $222.0K | 0.03% | +1,343 | New |
| Cardan Capital Partners, LLC | 1,342 | $222.0K | 0.02% | +1,342 | New |
| Baker Boyer National Bank | 1,593 | $221.0K | 0.11% | +1,593 | New |
| PBMares Wealth Management LLC | 1,329 | $220.0K | 0.12% | −319−19.4% | Reduced |
| Hexagon Capital Partners LLC | 1,320 | $218.0K | 0.06% | +29+2.2% | Added |
| Oxinas Partners Wealth Management LLC | 1,312 | $217.0K | 0.12% | +1,312 | New |
| Warther Private Wealth, LLC | 1,299 | $217.0K | 0.21% | +1,299 | New |
| Rollins Financial | 1,310 | $216.0K | 0.08% | +1,310 | New |
| Fulcrum Capital LLC | 1,300 | $215.0K | 0.05% | +1,300 | New |
| Koss-Olinger Consulting, LLC | 1,302 | $215.0K | 0.03% | +1,302 | New |
| Spark Investment Management LLC | 1,300 | $214.0K | 0.12% | +1,300 | New |
| Polaris Wealth Advisory Group, LLC | 1,280 | $214.0K | 0.01% | +1,280 | New |
| Port Capital LLC | 1,295 | $214.0K | 0.01% | +1,295 | New |
| Halbert Hargrove Global Advisors, LLC | 1,286 | $213.0K | 0.01% | −141−9.9% | Reduced |
| Point72 Hong Kong Ltd | 1,290 | $213.0K | 0.01% | +1,272+7,066.7% | Added |
| Harbor Financial Services, LLC | 1,285 | $212.0K | 0.09% | +1,285 | New |
| Mycio Wealth Partners, LLC | 1,282 | $212.0K | 0.09% | +1,282 | New |
| Paradigm Financial Advisors, LLC | 1,285 | $212.0K | 0.05% | +1,285 | New |
| First National Bank of Omaha | 1,492 | $211.0K | 0.01% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 1,273 | $210.3K | 0.05% | −801−38.6% | Reduced |
| Vivaldi Capital Management, LLC | 1,266 | $210.0K | 0.04% | −79−5.9% | Reduced |
| Summit Asset Management, LLC | 1,270 | $210.0K | 0.07% | +1,270 | New |
| ETF Portfolio Partners, Inc. | 1,269 | $210.0K | 0.08% | +1,269 | New |
| Coho Partners, Ltd. | 1,265 | $209.0K | 0.00% | +1,265 | New |
| Continuum Advisory, LLC | 1,251 | $207.0K | 0.06% | +1,251 | New |
| Edgestream Partners, L.P. | 1,246 | $206.0K | 0.01% | −51,293−97.6% | Reduced |
| Almanack Investment Partners, LLC. | 1,244 | $206.0K | 0.02% | −170−12.0% | Reduced |
| Garner Asset Management Corp | 1,247 | $206.0K | 0.10% | +1,247 | New |
| Berger Financial Group, Inc | 1,245 | $206.0K | 0.04% | +1,245 | New |
| Latitude Advisors, LLC | 1,247 | $206.0K | 0.15% | +1,247 | New |
| Signature Estate & Investment Advisors LLC | 1,238 | $205.0K | 0.01% | +1,238 | New |
| Southeast Asset Advisors Inc. | 1,238 | $205.0K | 0.03% | +1,238 | New |
| Blue Square Asset Management, LLC | 1,240 | $205.0K | 0.13% | +1,240 | New |
| Portland Global Advisors LLC | 1,237 | $204.0K | 0.04% | +1,237 | New |
| DT Investment Partners, LLC | 1,234 | $204.0K | 0.03% | +1,234 | New |
| Long Road Investment Counsel, LLC | 1,233 | $204.0K | 0.09% | +1,233 | New |
| Gsa Capital Partners LLP | 1,228 | $203.0K | 0.02% | −445−26.6% | Reduced |
| MV Capital Management, Inc. | 1,231 | $203.0K | 0.03% | +88+7.7% | Added |
| Zions Bancorporation, N.A. | 1,226 | $203.0K | 0.02% | +261+27.0% | Added |
| Firestone Capital Management | 1,215 | $201.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,215 | $201.0K | 0.05% | +1,215 | New |
| Wealth Management Partners, LLC | 1,216 | $201.0K | 0.14% | +1,216 | New |
| CNB Bank | 1,198 | $198.0K | 0.12% | −98−7.6% | Reduced |
| TFC Financial Management | 1,191 | $197.0K | 0.07% | −23−1.9% | Reduced |
| Pinebridge Investments, L.P. | 1,185 | $196.0K | 0.00% | +59+5.2% | Added |
| CVA Family Office, LLC | 1,179 | $195.0K | 0.06% | +520+78.9% | Added |
| Hanson & Doremus Investment Management | 1,926 | $193.0K | 0.06% | −871−31.1% | Reduced |
| Concord Wealth Partners | 1,167 | $193.0K | 0.06% | −91−7.2% | Reduced |
| Valley National Advisers Inc | 1,149 | $190.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,149 | $190.0K | 0.02% | +135+13.3% | Added |
| Atlas Private Wealth Advisors | 1,083 | $179.0K | 0.10% | +65+6.4% | Added |
| Truvestments Capital LLC | 1,054 | $174.0K | 0.10% | −905−46.2% | Reduced |
| Key Financial Inc | 1,023 | $174.0K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,030 | $170.0K | 0.09% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,014 | $169.3K | 0.09% | 00.0% | Unchanged |
| Assetmark, Inc | 1,021 | $169.0K | 0.00% | +105+11.5% | Added |
| WealthShield Partners, LLC | 582 | $166.0K | 0.03% | +31+5.6% | Added |
| Close Asset Management Ltd | 1,001 | $165.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,000 | $165.0K | 0.09% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $165.0K | 0.10% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 997 | $164.0K | 0.00% | −910−47.7% | Reduced |
| Sierra Capital LLC | 993 | $164.0K | 0.03% | −465−31.9% | Reduced |
| Lindbrook Capital, LLC | 987 | $163.0K | 0.04% | +9+0.9% | Added |
| Paloma Partners Management Co | 960 | $159.0K | 0.00% | −1,074−52.8% | Reduced |
| Financial Management Professionals, Inc. | 957 | $158.0K | 0.04% | +107+12.6% | Added |
| Eagle Bay Advisors LLC | 882 | $150.0K | 0.12% | +882 | New |
| Archer Investment Corp | 900 | $148.7K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 890 | $147.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $146.0K | 0.07% | +884 | New |
| Bellwether Advisors, LLC | 866 | $143.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 862 | $142.0K | 0.04% | −61−6.6% | Reduced |
| Freedman Financial Associates, Inc. | 849 | $140.0K | 0.11% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 850 | $140.0K | 0.09% | +850 | New |
| Ancora Advisors, LLC | 797 | $132.0K | 0.00% | +1+0.1% | Added |
| First Financial Corp | 795 | $131.0K | 0.09% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 775 | $128.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 773 | $128.0K | 0.01% | +600+346.8% | Added |
| State of Wyoming | 761 | $126.0K | 0.08% | +88+13.1% | Added |
| Highlander Capital Management, LLC | 750 | $124.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $123.0K | 0.05% | −8−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 745 | $123.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 731 | $121.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 726 | $120.0K | 0.10% | −47−6.1% | Reduced |
| Baron Financial Group, LLC | 721 | $119.1K | 0.07% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 721 | $119.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 719 | $119.0K | 0.11% | +2+0.3% | Added |
| Norway Savings Bank | 714 | $118.0K | 0.06% | 00.0% | Unchanged |
| Rock Creek Group, LP | 716 | $118.0K | 0.02% | +8+1.1% | Added |
| Harvest Fund Management Co., Ltd | 708 | $118.0K | 0.01% | +199+39.1% | Added |
| Lenox Wealth Advisors, LLC | 709 | $117.0K | 0.01% | −175−19.8% | Reduced |
| Sirios Capital Management L P | 707 | $117.0K | 0.01% | −76−9.7% | Reduced |
| Red Door Wealth Management, LLC | 703 | $116.0K | 0.05% | +703 | New |
| Bollard Group LLC | 698 | $115.0K | 0.00% | +2+0.3% | Added |
| Gemmer Asset Management LLC | 694 | $115.0K | 0.02% | +13+1.9% | Added |