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 |
|---|---|---|---|---|---|
| Avion Wealth | 687 | $114.0K | 0.03% | −200−22.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $114.0K | 0.08% | 00.0% | Unchanged |
| First Horizon Corp | 679 | $112.0K | 0.01% | +7+1.0% | Added |
| Elmwood Wealth Management, Inc. | 675 | $112.0K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 665 | $110.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 650 | $109.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 659 | $109.0K | 0.07% | +140+27.0% | Added |
| Cowa, LLC | 105,000 | $107.0K | 0.07% | +103,871+9,200.3% | Added |
| Plante Moran Financial Advisors, LLC | 645 | $107.0K | 0.03% | +352+120.1% | Added |
| Institutional & Family Asset Management, LLC | 637 | $105.0K | 0.02% | −494−43.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 635 | $105.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 632 | $104.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 630 | $104.0K | 0.07% | +30+5.0% | Added |
| Raffa Wealth Management, LLC | 617 | $101.9K | 0.04% | −1,196−66.0% | Reduced |
| Jones Financial Companies LLLP | 603 | $100.0K | 0.00% | −272−31.1% | Reduced |
| Orion Capital Management LLC | 600 | $99.0K | 0.06% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 484 | $99.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 592 | $98.0K | 0.04% | +592 | New |
| Fortis Advisors, LLC | 588 | $97.0K | 0.06% | +587+58,700.0% | Added |
| Lumature Wealth Partners, LLC | 579 | $96.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $94.2K | 0.07% | −30−5.0% | Reduced |
| Dividend Assets Capital, LLC | 565 | $93.0K | 0.02% | −150−21.0% | Reduced |
| Prentice Wealth Management LLC | 564 | $93.0K | 0.05% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $93.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 564 | $93.0K | 0.00% | +71+14.4% | Added |
| Enterprise Financial Services Corp | 546 | $91.0K | 0.01% | +9+1.7% | Added |
| Wealth Quarterback LLC | 543 | $90.0K | 0.05% | +543 | New |
| Riggs Asset Managment Co. Inc. | 525 | $87.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 518 | $86.0K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $83.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $83.0K | 0.10% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 504 | $83.0K | 0.01% | +1+0.2% | Added |
| PrairieView Partners, LLC | 500 | $83.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 505 | $83.0K | 0.01% | −3−0.6% | Reduced |
| Charter Oak Capital Management, LLC | 495 | $82.0K | 0.01% | +130+35.6% | Added |
| Coastal Capital Group, Inc. | 491 | $81.0K | 0.02% | −58−10.6% | Reduced |
| Wagner Wealth Management, LLC | 480 | $79.0K | 0.06% | +430+860.0% | Added |
| Godsey & Gibb Associates | 480 | $79.0K | 0.05% | +480 | New |
| Carmichael Hill & Associates, Inc. | 467 | $77.0K | 0.04% | −4−0.8% | Reduced |
| Tobam | 468 | $77.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 466 | $77.0K | 0.03% | 00.0% | Unchanged |
| QVR LLC | 445 | $74.0K | 0.19% | +445 | New |
| West Paces Advisors Inc. | 437 | $72.2K | 0.03% | +16+3.8% | Added |
| Field & Main Bank | 400 | $66.0K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 400 | $66.0K | 0.05% | +400 | New |
| Gleason Group, Inc. | 392 | $65.0K | 0.02% | +1+0.3% | Added |
| NewSquare Capital LLC | 384 | $63.0K | 0.01% | +384 | New |
| Ironwood Wealth Management, Inc. | 377 | $62.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 372 | $61.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 370 | $61.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 364 | $60.0K | 0.01% | −60−14.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 358 | $59.2K | 0.07% | +150+72.1% | Added |
| Ironwood Financial, llc | 343 | $57.0K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 340 | $56.0K | 0.05% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 335 | $55.0K | 0.03% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 326 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 310 | $51.0K | 0.01% | +22+7.6% | Added |
| Lee Financial Co | 300 | $50.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 300 | $50.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 300 | $50.0K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 300 | $50.0K | 0.00% | +300 | New |
| Cubist Systematic Strategies, LLC | 296 | $49.0K | 0.00% | −29,377−99.0% | Reduced |
| Timber Creek Capital Management LLC | 300 | $49.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $49.0K | 0.03% | +300 | New |
| Earnest Partners LLC | 293 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 288 | $48.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 282 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 284 | $47.0K | 0.02% | −2−0.7% | Reduced |
| Column Capital Advisors, LLC | 273 | $45.0K | 0.01% | −50−15.5% | Reduced |
| Cranbrook Wealth Management, LLC | 272 | $45.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 269 | $44.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 260 | $43.0K | 0.01% | −25−8.8% | Reduced |
| Arlington Partners LLC | 260 | $43.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 260 | $43.0K | 0.03% | +1+0.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 250 | $41.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 250 | $41.0K | 0.01% | +50+25.0% | Added |
| Ravenstone Capital Management Inc. | 245 | $40.5K | 0.04% | +245 | New |
| Rockbridge Investment Management, LCC | 243 | $40.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 239 | $39.0K | 0.02% | +239 | New |
| Financial Perspectives, Inc | 227 | $37.5K | 0.02% | −31,825−99.3% | Reduced |
| Crewe Advisors LLC | 226 | $37.0K | 0.01% | −19−7.8% | Reduced |
| Sound Income Strategies, LLC | 224 | $37.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 223 | $37.0K | 0.02% | +1+0.5% | Added |
| Geo Capital Gestora de Recursos Ltd | 214 | $35.0K | 0.02% | +6+2.9% | Added |
| Hexavest Inc. | 207 | $34.0K | 0.00% | −36−14.8% | Reduced |
| Hudock, Inc. | 207 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 198 | $33.0K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 201 | $33.0K | 0.02% | +100+99.0% | Added |
| Hoese & Co LLP | 200 | $33.0K | 0.04% | +200 | New |
| Cowen Prime Advisors LLC | 200 | $33.0K | 0.01% | +200 | New |
| Larson Financial Group LLC | 196 | $32.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 195 | $32.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 185 | $31.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 180 | $30.0K | 0.01% | −100−35.7% | Reduced |
| Sterling Financial Planning, Inc. | 180 | $30.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 177 | $29.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 169 | $28.0K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 167 | $28.0K | 0.01% | 00.0% | Unchanged |