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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Campbell Newman Asset Management Inc | 209,277 | $34.6M | 3.39% | +1,009+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 208,678 | $34.5M | 0.07% | +11,368+5.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 208,021 | $34.4M | 1.75% | −24,598−10.6% | Reduced |
| Country Trust Bank | 205,864 | $34.0M | 1.01% | −3,266−1.6% | Reduced |
| Fifth Third Bancorp | 202,928 | $33.5M | 0.15% | +4,300+2.2% | Added |
| Heritage Investors Management Corp | 198,760 | $32.8M | 1.37% | −8,858−4.3% | Reduced |
| Anchor Capital Advisors LLC | 198,604 | $32.8M | 0.66% | −1,928−1.0% | Reduced |
| NorthCoast Asset Management LLC | 196,069 | $32.5M | 1.16% | +6,225+3.3% | Added |
| First Republic Investment Management, Inc. | 196,373 | $32.4M | 0.08% | +18,560+10.4% | Added |
| Aureus Asset Management, LLC | 193,469 | $32.0M | 2.05% | +7,840+4.2% | Added |
| Baird Financial Group, Inc. | 192,812 | $31.9M | 0.08% | −24,544−11.3% | Reduced |
| Roffman Miller Associates Inc | 411,219 | $31.9M | 2.41% | +60,712+17.3% | Added |
| Avalon Investment & Advisory | 192,154 | $31.8M | 0.70% | −1,743−0.9% | Reduced |
| Arizona State Retirement System | 191,850 | $31.7M | 0.26% | −1,023−0.5% | Reduced |
| Barr E S & Co | 191,407 | $31.6M | 2.28% | −1,178−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 190,783 | $31.5M | 0.08% | +8,693+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 190,213 | $31.4M | 0.17% | −4,025−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 181,092 | $29.9M | 0.06% | +12,864+7.6% | Added |
| ING Groep NV | 179,168 | $29.6M | 0.47% | +80,236+81.1% | Added |
| Nomura Holdings Inc | 183,417 | $29.6M | 0.25% | +175,045+2,090.8% | Added |
| Pelham Global Financials Ltd | 178,826 | $29.5M | 9.53% | +18,600+11.6% | Added |
| Susquehanna Fundamental Investments, LLC | 174,621 | $28.9M | 0.53% | −2,700−1.5% | Reduced |
| Vontobel Holding Ltd. | 175,611 | $28.8M | 0.25% | +10,478+6.3% | Added |
| Regions Financial Corp | 173,761 | $28.7M | 0.25% | +152+0.1% | Added |
| United Capital Financial Advisers, LLC | 171,748 | $28.4M | 0.14% | −551−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 171,656 | $28.3M | 0.29% | +16,197+10.4% | Added |
| Manning & Napier Group, LLC | 167,715 | $27.7M | 0.23% | −466,428−73.6% | Reduced |
| Agf Investments Inc. | 166,030 | $27.4M | 0.21% | +66,925+67.5% | Added |
| Rothschild & Co Asset Management US Inc. | 164,546 | $27.2M | 0.32% | +322+0.2% | Added |
| Amalgamated Bank | 164,299 | $27.1M | 0.22% | +128,566+359.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 164,097 | $27.1M | 1.29% | +105,473+179.9% | Added |
| Douglass Winthrop Advisors, LLC | 164,049 | $27.1M | 0.67% | −1,850−1.1% | Reduced |
| Employees Retirement System of Texas | 163,945 | $27.1M | 0.33% | 00.0% | Unchanged |
| M&T Bank Corp | 163,391 | $27.0M | 0.12% | −4,221−2.5% | Reduced |
| NN Investment Partners Holdings N.V. | 161,588 | $26.7M | 0.14% | −1,112−0.7% | Reduced |
| Factory Mutual Insurance Co | 158,368 | $26.2M | 0.32% | −5,378−3.3% | Reduced |
| Select Equity Group, L.P. | 156,095 | $25.8M | 0.09% | −141,215−47.5% | Reduced |
| Quilter Plc | 155,726 | $25.7M | 0.74% | −1,973−1.3% | Reduced |
| Destination Wealth Management | 153,350 | $25.3M | 0.98% | +1,504+1.0% | Added |
| APG Asset Management N.V. | 181,699 | $25.3M | 0.04% | +62,000+51.8% | Added |
| Advisor Group Holdings, Inc. | 148,948 | $24.6M | 0.05% | +6,114+4.3% | Added |
| Border to Coast Pensions Partnership Ltd | 147,833 | $24.6M | 0.86% | +147,833 | New |
| MetLife Investment Management | 148,743 | $24.6M | 0.22% | −4,638−3.0% | Reduced |
| Forsta Ap-Fonden | 148,000 | $24.5M | 0.29% | +17,600+13.5% | Added |
| Morningstar Investment Services LLC | 148,811 | $24.4M | 0.29% | +2,250+1.5% | Added |
| LMR Partners LLP | 147,464 | $24.4M | 0.37% | +147,464 | New |
| MUFG Americas Holdings Corp | 147,199 | $24.3M | 0.45% | −2,706−1.8% | Reduced |
| Bank of Nova Scotia | 145,772 | $24.1M | 0.05% | +22,084+17.9% | Added |
| Rockefeller Capital Management L.P. | 145,679 | $24.1M | 0.14% | +1,411+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 145,200 | $24.0M | 0.03% | +129,190+806.9% | Added |
| Laurion Capital Management LP | 141,404 | $23.4M | 0.37% | −57,491−28.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 141,352 | $23.4M | 0.56% | +4,764+3.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 140,719 | $23.3M | 2.10% | −2,793−1.9% | Reduced |
| Handelsbanken Fonder AB | 140,453 | $23.2M | 0.12% | −4,905−3.4% | Reduced |
| Commerce Bank | 140,142 | $23.2M | 0.16% | −162−0.1% | Reduced |
| Teacher Retirement System of Texas | 139,505 | $23.1M | 0.13% | −4,249−3.0% | Reduced |
| Klingenstein Fields & Co LP | 138,838 | $22.9M | 0.95% | −620−0.4% | Reduced |
| Rheos Capital Works Inc. | 137,200 | $22.7M | 1.14% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 137,078 | $22.6M | 0.32% | +1,741+1.3% | Added |
| Cobblestone Capital Advisors LLC | 136,621 | $22.6M | 1.53% | −442−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 136,119 | $22.5M | 0.29% | −515−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 133,952 | $22.1M | 0.34% | +100,023+294.8% | Added |
| Comerica Bank | 136,790 | $21.8M | 0.13% | +6,516+5.0% | Added |
| Zacks Investment Management | 129,525 | $21.4M | 0.35% | +1,287+1.0% | Added |
| Bradley Foster & Sargent Inc | 129,221 | $21.4M | 0.50% | −698−0.5% | Reduced |
| Amussen Hunsaker Associates LLC | 127,878 | $21.1M | 6.04% | +4,018+3.2% | Added |
| Swiss Life Asset Management Ltd | 135,295 | $21.0M | 0.28% | +22,849+20.3% | Added |
| British Columbia Investment Management Corp | 126,663 | $20.9M | 0.13% | +14,436+12.9% | Added |
| KBC Group NV | 126,355 | $20.9M | 0.08% | +6,159+5.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 126,193 | $20.9M | 0.13% | −6,488−4.9% | Reduced |
| Kemnay Advisory Services Inc. | 125,400 | $20.7M | 2.45% | 00.0% | Unchanged |
| Prudential PLC | 125,175 | $20.7M | 0.19% | −312,100−71.4% | Reduced |
| Dana Investment Advisors, Inc. | 124,660 | $20.6M | 0.91% | −7,365−5.6% | Reduced |
| Northwest & Ethical Investments L.P. | 124,405 | $20.6M | 0.67% | +62,529+101.1% | Added |
| Dundas Partners LLP | 124,261 | $20.5M | 2.98% | 00.0% | Unchanged |
| Utah Retirement Systems | 124,222 | $20.5M | 0.26% | −1,400−1.1% | Reduced |
| Equitable Trust Co | 123,911 | $20.5M | 1.31% | −22,740−15.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 122,568 | $20.3M | 0.41% | −2,300−1.8% | Reduced |
| Jupiter Asset Management Ltd | 121,930 | $20.1M | 0.21% | +49,737+68.9% | Added |
| Public Employees Retirement Association of Colorado | 119,951 | $19.8M | 0.09% | −3,230−2.6% | Reduced |
| Moody National Bank Trust Division | 119,408 | $19.7M | 0.40% | −564−0.5% | Reduced |
| American National Insurance Co | 117,420 | $19.4M | 0.73% | 00.0% | Unchanged |
| Westpac Banking Corp | 117,016 | $19.3M | 0.19% | −27,766−19.2% | Reduced |
| Greatmark Investment Partners, Inc. | 115,948 | $19.2M | 3.47% | −2,189−1.9% | Reduced |
| Willis Investment Counsel | 115,535 | $19.1M | 1.13% | +18,665+19.3% | Added |
| Foster Dykema Cabot & Co Inc | 115,050 | $19.0M | 2.37% | +2,244+2.0% | Added |
| Chilton Capital Management LLC | 115,024 | $19.0M | 1.10% | −3,067−2.6% | Reduced |
| Brinker Capital Investments, LLC | 113,971 | $18.8M | 0.25% | +9,342+8.9% | Added |
| Franklin Street Advisors Inc | 113,076 | $18.7M | 1.58% | +6,302+5.9% | Added |
| State of Alaska, Department of Revenue | 112,360 | $18.6M | 0.19% | +6,923+6.6% | Added |
| Robeco Institutional Asset Management B.V. | 112,324 | $18.6M | 0.04% | +17,169+18.0% | Added |
| Noesis Capital Mangement Corp | 108,057 | $18.4M | 3.76% | +2,704+2.6% | Added |
| Nixon Capital, LLC | 110,914 | $18.3M | 8.05% | +6,758+6.5% | Added |
| Kings Point Capital Management | 110,231 | $18.2M | 1.67% | −1,041−0.9% | Reduced |
| Meitav Dash Investments Ltd | 109,251 | $18.0M | 0.46% | +99,126+979.0% | Added |
| Torray LLC | 109,079 | $18.0M | 2.65% | 00.0% | Unchanged |
| Texas Permanent School Fund | 108,096 | $17.9M | 0.21% | −864−0.8% | Reduced |
| Stewart & Patten Co LLC | 107,741 | $17.8M | 2.83% | −1,291−1.2% | Reduced |
| Bragg Financial Advisors, Inc | 107,092 | $17.7M | 1.13% | +780+0.7% | Added |
| Pinnacle Associates Ltd | 106,340 | $17.6M | 0.32% | −1,500−1.4% | Reduced |