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 |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 51,794 | $8.56M | 0.48% | +4,916+10.5% | Added |
| Cubic Asset Management, LLC | 50,887 | $8.41M | 2.08% | −280−0.5% | Reduced |
| Sycomore Asset Management | 49,300 | $8.35M | 1.16% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 50,531 | $8.35M | 0.85% | −1,401−2.7% | Reduced |
| Maryland State Retirement & Pension System | 49,109 | $8.33M | 0.27% | −1,009−2.0% | Reduced |
| Sky Investment Group LLC | 50,019 | $8.27M | 1.86% | −2,288−4.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 50,000 | $8.26M | 1.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 49,666 | $8.21M | 0.51% | −1,820−3.5% | Reduced |
| Brown Brothers Harriman & Co | 49,551 | $8.19M | 0.05% | −330−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 49,277 | $8.14M | 0.63% | −425−0.9% | Reduced |
| GHP Investment Advisors, Inc. | 48,774 | $8.06M | 0.65% | +1,347+2.8% | Added |
| Northern Oak Wealth Management Inc | 48,284 | $7.98M | 0.96% | −2,098−4.2% | Reduced |
| Elo Mutual Pension Insurance Co | 48,077 | $7.94M | 0.26% | −1,300−2.6% | Reduced |
| Norinchukin Bank, The | 46,941 | $7.76M | 0.11% | +5,040+12.0% | Added |
| Davenport & Co LLC | 46,876 | $7.75M | 0.06% | −494−1.0% | Reduced |
| Family Capital Trust Co | 46,836 | $7.74M | 2.19% | −732−1.5% | Reduced |
| Metropolis Capital Ltd | 46,827 | $7.74M | 0.49% | +46,827 | New |
| Private Advisor Group, LLC | 46,476 | $7.68M | 0.07% | +361+0.8% | Added |
| Mariner, LLC | 46,151 | $7.63M | 0.05% | +3,681+8.7% | Added |
| Guggenheim Capital LLC | 45,886 | $7.58M | 0.04% | −1,126−2.4% | Reduced |
| Shayne & Co., LLC | 45,650 | $7.54M | 4.23% | −74−0.2% | Reduced |
| Amica Mutual Insurance Co | 45,591 | $7.53M | 0.79% | −27,225−37.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 45,221 | $7.47M | 0.10% | −1,384−3.0% | Reduced |
| USS Investment Management Ltd | 45,200 | $7.47M | 0.06% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 45,186 | $7.47M | 0.01% | +806+1.8% | Added |
| Crestline Management, LP | 45,000 | $7.43M | 0.64% | +45,000 | New |
| Stanley Capital Management, LLC | 44,830 | $7.41M | 2.81% | −3,500−7.2% | Reduced |
| Kestra Advisory Services, LLC | 44,583 | $7.37M | 0.08% | +2,214+5.2% | Added |
| Diversified Trust Co | 44,098 | $7.29M | 0.26% | −14,192−24.3% | Reduced |
| Wealthfront Advisers LLC | 43,959 | $7.26M | 0.03% | +4,936+12.6% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 43,783 | $7.23M | 0.06% | −783−1.8% | Reduced |
| New Mexico Educational Retirement Board | 43,463 | $7.18M | 0.25% | +1,700+4.1% | Added |
| Arcadia Investment Management Corp | 42,577 | $7.04M | 1.32% | −796−1.8% | Reduced |
| Kinneret Advisory, LLC | 42,559 | $7.03M | 0.83% | 00.0% | Unchanged |
| Haverford Trust Co | 42,472 | $7.02M | 0.08% | +3,233+8.2% | Added |
| Financial Avengers, Inc. | 42,467 | $7.02M | 4.75% | +619+1.5% | Added |
| BBVA USA | 42,416 | $7.01M | 0.39% | +42,416 | New |
| Twin Tree Management, LP | 42,385 | $7.00M | 0.21% | +42,385 | New |
| Tiaa, FSB | 42,160 | $6.97M | 0.02% | −199−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 41,776 | $6.90M | 1.84% | +291+0.7% | Added |
| Shelter Mutual Insurance Co | 41,160 | $6.80M | 1.90% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 40,711 | $6.73M | 0.15% | +40,711 | New |
| Louisiana State Employees Retirement System | 40,600 | $6.71M | 0.16% | +200+0.5% | Added |
| Man Group plc | 40,436 | $6.68M | 0.02% | +44+0.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $6.61M | 2.86% | −5,000−11.1% | Reduced |
| Chatham Capital Group, Inc. | 39,970 | $6.60M | 1.28% | +830+2.1% | Added |
| Winslow Asset Management Inc | 39,705 | $6.56M | 1.22% | +32+0.1% | Added |
| Headinvest, LLC | 39,565 | $6.54M | 1.24% | −154−0.4% | Reduced |
| Jacobs & Co | 39,322 | $6.50M | 0.75% | −1,360−3.3% | Reduced |
| NatWest Group plc | 39,315 | $6.50M | 3.36% | −3,255−7.6% | Reduced |
| Group One Trading, L.P. | 39,037 | $6.45M | 0.12% | +32,300+479.4% | Added |
| Pacer Advisors, Inc. | 39,031 | $6.45M | 0.09% | +2,084+5.6% | Added |
| RPG Investment Advisory, LLC | 38,833 | $6.42M | 1.05% | +1,600+4.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 38,582 | $6.38M | 2.55% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 38,212 | $6.31M | 0.15% | +571+1.5% | Added |
| Heritage Trust Co | 38,093 | $6.29M | 0.90% | −2,835−6.9% | Reduced |
| 1st Source Bank | 37,988 | $6.28M | 0.40% | −196−0.5% | Reduced |
| Kentucky Retirement Systems | 37,890 | $6.26M | 0.30% | −3,750−9.0% | Reduced |
| One Capital Management, LLC | 37,851 | $6.25M | 0.56% | +561+1.5% | Added |
| Prio Wealth Limited Partnership | 37,637 | $6.22M | 0.21% | −3,082−7.6% | Reduced |
| NFJ Investment Group, LLC | 37,266 | $6.16M | 0.12% | −466−1.2% | Reduced |
| Central Trust Co | 37,081 | $6.13M | 0.22% | −370−1.0% | Reduced |
| Cornerstone Advisors, LLC | 37,000 | $6.11M | 0.36% | +25,000+208.3% | Added |
| Ossiam | 35,819 | $6.11M | 0.17% | −5,812−14.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 36,960 | $6.11M | 0.25% | +184+0.5% | Added |
| Peapack Gladstone Financial Corp | 36,920 | $6.10M | 0.15% | −316−0.8% | Reduced |
| MML Investors Services, LLC | 36,926 | $6.10M | 0.05% | +582+1.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 35,900 | $5.93M | 0.03% | +35,900 | New |
| Bell Asset Management Ltd | 35,741 | $5.91M | 1.16% | −5,258−12.8% | Reduced |
| Capstone Investment Advisors, LLC | 35,489 | $5.86M | 0.14% | +35,489 | New |
| Overbrook Management Corp | 35,272 | $5.83M | 1.22% | −10.0% | Reduced |
| SP Asset Management | 33,232 | $5.75M | 0.63% | +82+0.2% | Added |
| Barrett Asset Management, LLC | 34,730 | $5.74M | 0.26% | 00.0% | Unchanged |
| Meyer Handelman Co | 34,560 | $5.71M | 0.23% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 34,539 | $5.71M | 1.38% | −18,201−34.5% | Reduced |
| Chase Investment Counsel Corp | 34,536 | $5.71M | 2.36% | +320+0.9% | Added |
| Drexel Morgan & Co. | 34,530 | $5.71M | 1.68% | −1,870−5.1% | Reduced |
| Goelzer Investment Management, Inc. | 34,439 | $5.69M | 0.47% | −426−1.2% | Reduced |
| Redwood Grove Capital, LLC | 34,347 | $5.67M | 3.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 34,304 | $5.67M | 0.04% | +5,293+18.2% | Added |
| Searle & Co. | 34,090 | $5.63M | 2.30% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 34,000 | $5.62M | 0.71% | −2,000−5.6% | Reduced |
| Atria Investments LLC | 33,969 | $5.61M | 0.11% | +1,856+5.8% | Added |
| Rodgers Brothers Inc. | 33,879 | $5.60M | 1.07% | −780−2.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,739 | $5.58M | 2.74% | +159+0.5% | Added |
| Veritable, L.P. | 33,664 | $5.56M | 0.09% | +416+1.3% | Added |
| Andra AP-fonden | 33,600 | $5.55M | 0.11% | −13,200−28.2% | Reduced |
| Banque Cantonale Vaudoise | 33,380 | $5.51M | 0.25% | −1,779−5.1% | Reduced |
| Mercer Capital Advisers, Inc. | 33,349 | $5.51M | 2.75% | −45−0.1% | Reduced |
| Stokes Capital Advisors, LLC | 33,194 | $5.49M | 1.80% | +1,371+4.3% | Added |
| Marshall Wace, LLP | 33,172 | $5.48M | 0.03% | +20,231+156.3% | Added |
| Tredje AP-fonden | 32,961 | $5.45M | 0.11% | 00.0% | Unchanged |
| MAI Capital Management | 32,721 | $5.41M | 0.11% | +28+0.1% | Added |
| BancorpSouth Bank | 32,702 | $5.40M | 0.78% | +423+1.3% | Added |
| Pavion Blue Capital, LLC | 32,536 | $5.38M | 3.30% | −457−1.4% | Reduced |
| AMG National Trust Bank | 31,905 | $5.27M | 0.17% | −70.0% | Reduced |
| Choate Investment Advisors | 31,707 | $5.24M | 0.32% | −7,214−18.5% | Reduced |
| Guardian Capital Advisors LP | 31,081 | $5.24M | 0.54% | +836+2.8% | Added |
| Connable Office Inc | 31,662 | $5.23M | 0.73% | −464−1.4% | Reduced |
| Psagot Investment House Ltd. | 31,421 | $5.19M | 0.19% | −2,126−6.3% | Reduced |