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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 31,000 | $5.12M | 0.01% | −196,090−86.3% | Reduced |
| Pacific Global Investment Management CO | 30,827 | $5.09M | 1.01% | −34−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 30,813 | $5.09M | 0.16% | +30,813 | New |
| Rinet Co LLC | 30,633 | $5.06M | 0.95% | +80.0% | Added |
| Perigon Wealth Management, LLC | 30,614 | $5.06M | 0.45% | −1,655−5.1% | Reduced |
| Robeco Schweiz AG | 30,000 | $4.96M | 0.07% | +116+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,549 | $4.88M | 0.08% | −33−0.1% | Reduced |
| Front Barnett Associates LLC | 29,363 | $4.85M | 0.49% | −985−3.2% | Reduced |
| Highland Capital Management, LLC | 29,362 | $4.85M | 0.29% | −730−2.4% | Reduced |
| AE Wealth Management LLC | 29,246 | $4.83M | 0.04% | +2,397+8.9% | Added |
| GFS Advisors, LLC | 29,145 | $4.82M | 1.08% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 29,113 | $4.81M | 2.62% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 29,079 | $4.80M | 0.44% | +29,079 | New |
| Beacon Pointe Advisors, LLC | 29,058 | $4.80M | 0.17% | +22,960+376.5% | Added |
| Univest Financial Corp | 28,788 | $4.76M | 1.31% | −2,245−7.2% | Reduced |
| E. Ohman J:or Asset Management AB | 28,700 | $4.74M | 0.15% | +600+2.1% | Added |
| Birmingham Capital Management Co Inc | 28,695 | $4.74M | 1.74% | −175−0.6% | Reduced |
| Chartwell Investment Partners, LLC | 28,572 | $4.72M | 0.14% | −12,356−30.2% | Reduced |
| Park National Corp | 28,534 | $4.71M | 0.20% | −2,833−9.0% | Reduced |
| Synovus Financial Corp | 28,534 | $4.71M | 0.05% | −202−0.7% | Reduced |
| Clifford Capital Partners LLC | 28,267 | $4.67M | 4.37% | +1,900+7.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 28,145 | $4.65M | 1.26% | +1,258+4.7% | Added |
| Financial Partners Capital Management LLC | 28,068 | $4.64M | 0.85% | +250+0.9% | Added |
| Avitas Wealth Management LLC | 28,024 | $4.63M | 0.82% | +653+2.4% | Added |
| WoodTrust Financial Corp | 27,985 | $4.62M | 1.22% | +767+2.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,958 | $4.62M | 0.54% | +486+1.8% | Added |
| Asset Dedication, LLC | 27,757 | $4.58M | 0.68% | +7,519+37.2% | Added |
| Freestone Capital Holdings, LLC | 27,650 | $4.57M | 0.23% | +291+1.1% | Added |
| D.A. Davidson & Co. | 27,606 | $4.56M | 0.05% | +1,108+4.2% | Added |
| Stratos Wealth Partners, LTD. | 27,515 | $4.55M | 0.11% | +2,060+8.1% | Added |
| First National Trust Co | 27,412 | $4.53M | 0.28% | +1,355+5.2% | Added |
| Mitchell Capital Management Co | 27,379 | $4.52M | 0.99% | +1,460+5.6% | Added |
| Unison Asset Management LLC | 27,284 | $4.51M | 3.93% | −10.0% | Reduced |
| Natixis | 27,197 | $4.49M | 0.02% | −74,815−73.3% | Reduced |
| Richard Bernstein Advisors LLC | 27,164 | $4.49M | 0.09% | 00.0% | Unchanged |
| Trust Co of Vermont | 27,076 | $4.47M | 0.31% | +1,378+5.4% | Added |
| Roundview Capital LLC | 26,996 | $4.46M | 0.50% | −63−0.2% | Reduced |
| First Interstate Bank | 26,947 | $4.45M | 0.47% | +26,947 | New |
| Ethic Inc. | 26,661 | $4.41M | 0.53% | +8,018+43.0% | Added |
| Cetera Advisor Networks LLC | 26,611 | $4.40M | 0.06% | +6,562+32.7% | Added |
| Pine Ridge Advisers LLC | 26,500 | $4.38M | 1.47% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 26,253 | $4.34M | 1.63% | −72−0.3% | Reduced |
| Argus Investors' Counsel, Inc. | 26,120 | $4.32M | 1.76% | −3,650−12.3% | Reduced |
| Cresset Asset Management, LLC | 26,074 | $4.31M | 0.06% | +16,263+165.8% | Added |
| Davy Global Fund Management Ltd | 25,932 | $4.29M | 0.66% | +73+0.3% | Added |
| New England Asset Management Inc | 25,607 | $4.23M | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 25,522 | $4.22M | 0.13% | −1,291−4.8% | Reduced |
| National Asset Management, Inc. | 25,504 | $4.21M | 0.14% | +1,375+5.7% | Added |
| Walleye Trading LLC | 25,446 | $4.20M | 0.11% | +25,446 | New |
| Cetera Investment Advisers | 25,380 | $4.19M | 0.07% | +4,644+22.4% | Added |
| Bouvel Investment Partners, LLC | 25,294 | $4.18M | 2.36% | +863+3.5% | Added |
| Foster Group, Inc. | 25,269 | $4.17M | 0.48% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 25,021 | $4.13M | 0.26% | +7,515+42.9% | Added |
| Hudson Bay Capital Management LP | 25,000 | $4.13M | 0.05% | −25,000−50.0% | Reduced |
| Bleichroeder LP | 25,000 | $4.13M | 0.62% | 00.0% | Unchanged |
| Chicago Trust Co NA | 24,976 | $4.13M | 0.98% | −2,253−8.3% | Reduced |
| Squarepoint Ops LLC | 24,926 | $4.12M | 0.03% | −54,191−68.5% | Reduced |
| Concentric Wealth Management, LLC | 24,863 | $4.11M | 1.26% | +79+0.3% | Added |
| Advisor Partners LLC | 24,855 | $4.11M | 0.27% | −407−1.6% | Reduced |
| Jane Street Group, LLC | 24,517 | $4.05M | 0.01% | +12,012+96.1% | Added |
| First Hawaiian Bank | 24,494 | $4.05M | 0.17% | −7,088−22.4% | Reduced |
| Boyd Watterson Asset Management LLC | 24,314 | $4.02M | 1.62% | +80+0.3% | Added |
| PFS Investments Inc. | 23,300 | $4.01M | 0.09% | +2,826+13.8% | Added |
| Pathstone Family Office, LLC | 24,137 | $3.99M | 0.12% | +1,894+8.5% | Added |
| Wedbush Securities Inc | 23,775 | $3.93M | 0.19% | +865+3.8% | Added |
| Family Management Corp | 23,761 | $3.93M | 1.04% | +23,761 | New |
| Ceera Investments, LLC | 23,719 | $3.92M | 2.97% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 23,636 | $3.90M | 2.50% | −55−0.2% | Reduced |
| SRN Advisors, LLC | 23,643 | $3.90M | 1.33% | −677−2.8% | Reduced |
| Altshuler Shaham Ltd | 23,404 | $3.87M | 0.03% | +242+1.0% | Added |
| Azimuth Capital Management LLC | 23,386 | $3.86M | 0.17% | −1,284−5.2% | Reduced |
| Fiduciary Group LLC | 22,893 | $3.85M | 0.45% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 23,199 | $3.83M | 0.27% | −2,976−11.4% | Reduced |
| Coastal Investment Advisors, Inc. | 23,134 | $3.82M | 0.91% | +48+0.2% | Added |
| RBF Capital, LLC | 23,000 | $3.80M | 0.21% | 00.0% | Unchanged |
| Castleark Management LLC | 22,975 | $3.80M | 0.13% | +20,300+758.9% | Added |
| Grassi Investment Management | 22,960 | $3.79M | 0.41% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 22,841 | $3.77M | 0.03% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 22,739 | $3.76M | 0.39% | 00.0% | Unchanged |
| Alerus Financial NA | 22,717 | $3.75M | 0.38% | −6,117−21.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,580 | $3.73M | 0.19% | +283+1.3% | Added |
| Homrich & Berg | 22,476 | $3.71M | 0.09% | +1,639+7.9% | Added |
| Verdence Capital Advisors LLC | 22,353 | $3.69M | 0.51% | −5,612−20.1% | Reduced |
| Covington Capital Management | 22,247 | $3.68M | 0.14% | −109−0.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,231 | $3.67M | 1.22% | −639−2.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,898 | $3.62M | 0.35% | −8,087−27.0% | Reduced |
| Lakeview Capital Partners, LLC | 21,854 | $3.61M | 1.58% | −883−3.9% | Reduced |
| Impax Asset Management Group plc | 21,829 | $3.61M | 0.02% | −82,440−79.1% | Reduced |
| Mirova | 21,730 | $3.59M | 0.43% | +2,766+14.6% | Added |
| Eudaimonia Partners, LLC | 21,592 | $3.57M | 0.67% | +308+1.4% | Added |
| Beacon Investment Advisory Services, Inc. | 21,463 | $3.55M | 0.14% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 21,444 | $3.54M | 0.24% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 21,415 | $3.54M | 0.04% | −1,244−5.5% | Reduced |
| Vident Investment Advisory, LLC | 21,333 | $3.53M | 0.11% | +4,836+29.3% | Added |
| Essex Investment Management Co LLC | 21,235 | $3.51M | 0.41% | −2,182−9.3% | Reduced |
| Kingfisher Capital LLC | 21,140 | $3.49M | 0.89% | +669+3.3% | Added |
| River & Mercantile Asset Management LLP | 21,134 | $3.49M | 0.23% | −300−1.4% | Reduced |
| Bessemer Group Inc | 21,010 | $3.47M | 0.01% | +4,329+26.0% | Added |
| HighPoint Advisor Group LLC | 21,000 | $3.47M | 0.35% | +3,339+18.9% | Added |
| Markston International LLC | 20,974 | $3.47M | 2.11% | −82,900−79.8% | Reduced |