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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 103,410 | $17.4M | 0.66% | −2,878−2.7% | Reduced |
| Millennium Management LLC | 103,456 | $17.1M | 0.02% | +1,007+1.0% | Added |
| Bartlett & Co. LLC | 102,770 | $17.0M | 0.32% | −450−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102,770 | $17.0M | 0.32% | −450−0.4% | Reduced |
| Cullinan Associates Inc | 102,640 | $17.0M | 0.95% | +30,705+42.7% | Added |
| CIBC Asset Management Inc | 102,548 | $16.9M | 0.07% | +1,816+1.8% | Added |
| Mackay Shields LLC | 102,101 | $16.9M | 0.16% | −9,795−8.8% | Reduced |
| Public Sector Pension Investment Board | 102,000 | $16.9M | 0.11% | +40,290+65.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 101,381 | $16.8M | 2.24% | −7,097−6.5% | Reduced |
| Great West Life Assurance Co | 101,319 | $16.7M | 0.04% | −41,587−29.1% | Reduced |
| CIBC World Markets Inc. | 100,833 | $16.7M | 0.05% | +33,322+49.4% | Added |
| Metropolitan Life Insurance Co | 99,319 | $16.4M | 0.23% | +18,672+23.2% | Added |
| DnB Asset Management AS | 98,595 | $16.3M | 0.11% | −6,003−5.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 97,568 | $16.1M | 0.20% | −25,903−21.0% | Reduced |
| Chesley Taft & Associates LLC | 97,453 | $16.1M | 0.93% | −875−0.9% | Reduced |
| Fiduciary Trust Co | 96,503 | $15.9M | 0.31% | −5,483−5.4% | Reduced |
| Keybank National Association | 96,213 | $15.9M | 0.07% | −5,373−5.3% | Reduced |
| Shell Asset Management Co | 95,086 | $15.7M | 0.30% | −43,500−31.4% | Reduced |
| Creative Planning | 94,306 | $15.6M | 0.03% | +6,801+7.8% | Added |
| DekaBank Deutsche Girozentrale | 94,811 | $15.5M | 0.05% | −10,463−9.9% | Reduced |
| Welch & Forbes LLC | 92,150 | $15.2M | 0.26% | −751−0.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 91,717 | $15.2M | 0.19% | −533−0.6% | Reduced |
| IFM Investors Pty Ltd | 91,712 | $15.2M | 0.31% | +17,260+23.2% | Added |
| Steward Partners Investment Advisory, LLC | 90,367 | $14.9M | 0.25% | −5,773−6.0% | Reduced |
| Rockland Trust Co | 90,069 | $14.9M | 1.03% | +85,589+1,910.5% | Added |
| Abner Herrman & Brock LLC | 85,118 | $14.1M | 1.96% | −1,877−2.2% | Reduced |
| Mutual of America Capital Management LLC | 84,965 | $14.0M | 0.14% | +592+0.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 84,650 | $14.0M | 0.21% | +14,792+21.2% | Added |
| Oppenheimer & Co Inc | 82,959 | $13.7M | 0.25% | −3,912−4.5% | Reduced |
| Daiwa Securities Group Inc. | 82,400 | $13.6M | 0.09% | +3,991+5.1% | Added |
| PGGM Investments | 82,349 | $13.6M | 0.06% | −3,682−4.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 81,720 | $13.5M | 0.67% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 81,523 | $13.5M | 0.15% | −87−0.1% | Reduced |
| Citizens Financial Group Inc | 79,738 | $13.2M | 0.57% | +7,126+9.8% | Added |
| Maple Capital Management, Inc. | 78,976 | $13.1M | 1.58% | +10,193+14.8% | Added |
| Tower Research Capital LLC (TRC) | 79,004 | $13.1M | 0.34% | −51,886−39.6% | Reduced |
| Xponance, Inc. | 78,425 | $13.0M | 0.24% | +50,505+180.9% | Added |
| Founders Capital Management, LLC | 76,604 | $12.7M | 3.05% | −796−1.0% | Reduced |
| Investment Management of Virginia LLC | 75,778 | $12.5M | 2.41% | −388−0.5% | Reduced |
| Los Angeles Capital Management LLC | 75,515 | $12.5M | 0.06% | +7,037+10.3% | Added |
| Whittier Trust Co | 75,464 | $12.5M | 0.22% | −822−1.1% | Reduced |
| Stephens Inc | 75,163 | $12.4M | 0.19% | +17,143+29.5% | Added |
| Wesleyan Assurance Society | 75,000 | $12.4M | 1.55% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 74,554 | $12.3M | 0.41% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 74,197 | $12.3M | 0.03% | +5,476+8.0% | Added |
| AQR Capital Management LLC | 72,908 | $12.0M | 0.02% | +10,662+17.1% | Added |
| Eagle Global Advisors LLC | 72,588 | $12.0M | 0.78% | +1,155+1.6% | Added |
| Banco Santander, S.A. | 71,787 | $11.9M | 0.07% | −67,081−48.3% | Reduced |
| Baxter Bros Inc | 71,583 | $11.8M | 1.87% | +237+0.3% | Added |
| Tocqueville Asset Management L.P. | 68,123 | $11.8M | 0.17% | −247−0.4% | Reduced |
| Connors Investor Services Inc | 70,474 | $11.6M | 1.21% | −36,470−34.1% | Reduced |
| Claar Advisors LLC | 70,000 | $11.6M | 3.45% | 00.0% | Unchanged |
| NFC Investments, LLC | 69,332 | $11.5M | 3.01% | +140+0.2% | Added |
| Silvercrest Asset Management Group LLC | 69,157 | $11.4M | 0.07% | −4,276−5.8% | Reduced |
| Hartford Investment Management Co | 68,518 | $11.3M | 0.28% | −2,690−3.8% | Reduced |
| Alberta Investment Management Corp | 68,500 | $11.3M | 0.09% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 66,738 | $11.0M | 6.86% | −39−0.1% | Reduced |
| Churchill Management Corp | 66,648 | $11.0M | 0.16% | +2,563+4.0% | Added |
| Sandy Spring Bank | 66,393 | $11.0M | 0.58% | −451−0.7% | Reduced |
| Bowen Hanes & Co Inc | 66,360 | $11.0M | 0.33% | −810−1.2% | Reduced |
| PEAK6 Investments LLC | 66,041 | $10.9M | 0.29% | +66,041 | New |
| GM Advisory Group, Inc. | 65,388 | $10.8M | 1.11% | −224−0.3% | Reduced |
| Captrust Financial Advisors | 65,359 | $10.8M | 0.10% | +3,943+6.4% | Added |
| 2Xideas AG | 64,968 | $10.7M | 0.96% | −5,717−8.1% | Reduced |
| Dowling & Yahnke LLC | 64,768 | $10.7M | 0.61% | +274+0.4% | Added |
| Seizert Capital Partners, LLC | 64,334 | $10.6M | 0.51% | +13,340+26.2% | Added |
| Parthenon LLC | 64,122 | $10.6M | 1.59% | +692+1.1% | Added |
| Narwhal Capital Management | 64,042 | $10.6M | 1.34% | −1,640−2.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 64,046 | $10.6M | 2.87% | +162+0.3% | Added |
| Private Management Group Inc | 63,519 | $10.5M | 0.46% | −50,018−44.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 63,390 | $10.5M | 2.49% | −6,228−8.9% | Reduced |
| Buckhead Capital Management LLC | 63,196 | $10.4M | 2.32% | −102−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 63,078 | $10.4M | 0.99% | −5,510−8.0% | Reduced |
| Boston Common Asset Management, LLC | 62,604 | $10.3M | 0.44% | +7,209+13.0% | Added |
| D. E. Shaw & Co., Inc. | 62,536 | $10.3M | 0.01% | −580,157−90.3% | Reduced |
| Carret Asset Management, LLC | 62,349 | $10.3M | 1.21% | −2,473−3.8% | Reduced |
| LVM Capital Management Ltd | 61,753 | $10.2M | 1.56% | +1,785+3.0% | Added |
| Colony Group LLC | 60,806 | $10.0M | 0.20% | −13,967−18.7% | Reduced |
| Calamos Wealth Management LLC | 59,357 | $9.81M | 0.76% | −3,668−5.8% | Reduced |
| Edge Capital Group, LLC | 59,074 | $9.76M | 0.78% | −1,829−3.0% | Reduced |
| KMG Fiduciary Partners, LLC | 59,054 | $9.76M | 1.72% | −183−0.3% | Reduced |
| Marco Investment Management LLC | 58,359 | $9.64M | 1.12% | −600−1.0% | Reduced |
| Polar Capital Holdings Plc | 58,317 | $9.64M | 0.05% | +14,028+31.7% | Added |
| Oppenheimer Asset Management Inc. | 57,568 | $9.51M | 0.14% | −4,305−7.0% | Reduced |
| QV Investors Inc. | 57,114 | $9.44M | 0.58% | −25,140−30.6% | Reduced |
| Argent Trust Co | 56,638 | $9.36M | 0.61% | −642−1.1% | Reduced |
| Hi-Line Capital Management, LLC | 56,282 | $9.30M | 3.54% | +702+1.3% | Added |
| Griffin Asset Management, Inc. | 56,113 | $9.27M | 1.12% | −305−0.5% | Reduced |
| Rice Partnership, LLC | 55,714 | $9.21M | 2.90% | −1,524−2.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 55,648 | $9.20M | 2.33% | +1,157+2.1% | Added |
| Securian Asset Management, Inc | 54,876 | $9.07M | 0.18% | −494−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 54,861 | $9.06M | 0.88% | −3,087−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 54,137 | $8.95M | 0.10% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 54,040 | $8.93M | 2.30% | −1,799−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 53,943 | $8.91M | 0.04% | +3,293+6.5% | Added |
| Perennial Advisors, LLC | 52,875 | $8.74M | 2.54% | +644+1.2% | Added |
| Candriam Luxembourg S.C.A. | 52,729 | $8.71M | 0.06% | −37,433−41.5% | Reduced |
| Pinnacle Financial Partners Inc | 52,598 | $8.69M | 0.35% | +3,377+6.9% | Added |
| Pinnacle Wealth Advisors | 52,598 | $8.69M | 0.35% | +52,598 | New |
| Gradient Investments LLC | 51,798 | $8.56M | 0.25% | +917+1.8% | Added |