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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.

Institutional holdersQ2 2021: 1,851 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ2 2021: $112.6B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2021.

Institutions holding AXP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ford Financial Group, LLC174$28.0K0.01%+174New
Interactive Financial Advisors150$25.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC147$24.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.136$22.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC136$22.0K0.01%00.0%Unchanged
Financial Insights, Inc.130$21.5K0.02%+130New
Advocacy Wealth Management Services, LLC124$20.0K0.00%−51−29.1%Reduced
America First Investment Advisors, LLC120$20.0K0.01%00.0%Unchanged
Holloway Wealth Management, LLC–$20.0K0.01%–New
Global Trust Asset Management, LLC123$20.0K0.01%+123New
Smith Asset Management Group LP114$19.0K0.00%−23−16.8%Reduced
Activest Wealth Management106$18.0K0.01%+50+89.3%Added
Tacita Capital Inc100$17.0K0.01%−565−85.0%Reduced
Corbenic Partners LLC101$17.0K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$17.0K0.01%00.0%Unchanged
IronBridge Private Wealth, LLC100$17.0K0.01%00.0%Unchanged
Paradigm, Strategies in Wealth Management, LLC100$17.0K0.02%00.0%Unchanged
Winch Advisory Services, LLC98$16.0K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.90$15.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC78$13.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC71$12.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora69$11.0K0.00%00.0%Unchanged
Albion Financial Group64$11.0K0.00%+64New
Alaethes Wealth LLC65$11.0K0.01%+65New
Evolution Wealth Advisors, LLC61$10.0K0.00%00.0%Unchanged
HC Financial Advisors Inc47$8.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC48$7.93K0.00%+48New
Horrell Capital Management, Inc.44$7.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC38$6.28K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC38$6.00K0.00%−87−69.6%Reduced
Mizuho Securities Co. Ltd.39$6.00K0.00%−2−4.9%Reduced
Investment Research & Advisory Group, Inc.39$6.00K0.00%+39New
Optiver Holding B.V.32$5.00K0.00%+32New
Atticus Wealth Management, LLC26$4.00K0.00%00.0%Unchanged
Modus Advisors, LLC23$4.00K0.00%+23New
Carolina Wealth Advisors, LLC16$3.00K0.00%−20−55.6%Reduced
James Investment Research Inc21$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC20$3.00K0.00%00.0%Unchanged
First Bank & Trust19$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$3.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC16$3.00K0.00%00.0%Unchanged
Simon Quick Advisors, LLC23$3.00K0.00%+23New
Focused Wealth Management, Inc15$2.00K0.00%+5+50.0%Added
Old North State Trust, LLC10$2.00K0.00%00.0%Unchanged
Spectrum Management Group, LLC12$2.00K0.00%+12New
TSFG, LLC14$2.00K0.00%+14New
Core Wealth Advisors, Inc.7$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.9$1.00K0.00%+9New
Kelly Financial Services LLC120,551$7300.03%+119,789+15,720.3%Added
Sofos Investments, Inc.82––−8−8.9%Reduced
Westside Investment Management, Inc.693––00.0%Unchanged
Global Frontier Investments LLC0$00.00%−25,000−100.0%Sold out
BLS Capital Fondsmaeglerselskab A/S0$00.00%−739,706−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−395,620−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−277,160−100.0%Sold out
Gillson Capital LP0$00.00%−197,484−100.0%Sold out
Capital Fund Management S.A.0$00.00%−87,751−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−85,614−100.0%Sold out
Wolverine Trading, LLC0$00.00%−83,007−100.0%Sold out
Quadrature Capital Ltd0$00.00%−47,658−100.0%Sold out
MKP Capital Management, L.L.C.0$00.00%−37,844−100.0%Sold out
Capital International Inc0$00.00%−35,798−100.0%Sold out
Wealthstreet Investment Advisors, LLC0$00.00%−31,272−100.0%Sold out
HRT Financial LP0$00.00%−24,572−100.0%Sold out
CMT Capital Markets Trading GmbH0$00.00%−21,175−100.0%Sold out
MD Financial Management Inc.0$00.00%−18,196−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−16,300−100.0%Sold out
IMC-Chicago, LLC0$00.00%−15,473−100.0%Sold out
Simplex Trading, LLC0$00.00%−13,454−100.0%Sold out
Weld Capital Management LLC0$00.00%−13,095−100.0%Sold out
Okabena Investment Services Inc0$00.00%−8,462−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−8,089−100.0%Sold out
Mizuho Markets Cayman LP0$00.00%−7,137−100.0%Sold out
Capital International Sarl0$00.00%−6,679−100.0%Sold out
Teza Capital Management LLC0$00.00%−6,488−100.0%Sold out
Summit Wealth & Retirement Planning, Inc.0$00.00%−6,050−100.0%Sold out
Rational Advisors LLC0$00.00%−5,500−100.0%Sold out
Wealthgate Family Office, LLC0$00.00%−5,043−100.0%Sold out
Engineers Gate Manager LP0$00.00%−4,800−100.0%Sold out
Cipher Capital LP0$00.00%−4,593−100.0%Sold out
Tortoise Index Solutions, LLC0$00.00%−4,133−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−4,059−100.0%Sold out
Sowell Financial Services LLC0$00.00%−3,628−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−3,928−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−3,658−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−3,356−100.0%Sold out
Capital Bank & Trust Co0$00.00%−3,210−100.0%Sold out
D.B. Root & Company, LLC0$00.00%−3,133−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−2,550−100.0%Sold out
Capital Planning Advisors, LLC0$00.00%−2,540−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−2,514−100.0%Sold out
Moreno Evelyn V0$00.00%−2,500−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−2,367−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,235−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Neo Ivy Capital Management0$00.00%−2,173−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−1,870−100.0%Sold out
Ferris Capital, LLC0$00.00%−1,753−100.0%Sold out
Capital Advantage, Inc.0$00.00%−1,630−100.0%Sold out
Financial Advocates Investment Management0$00.00%−1,631−100.0%Sold out