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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 20,641 | $3.41M | 0.54% | −335−1.6% | Reduced |
| Lincoln National Corp | 20,461 | $3.38M | 0.07% | −405−1.9% | Reduced |
| Tdam USA Inc. | 19,817 | $3.38M | 0.21% | −90−0.5% | Reduced |
| Cigna Investments Inc | 20,416 | $3.37M | 0.24% | −3,125−13.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,244 | $3.35M | 0.06% | −1,816−8.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,712 | $3.34M | 0.08% | +4,232+170.6% | Added |
| World Asset Management Inc | 20,206 | $3.34M | 0.30% | −1,272−5.9% | Reduced |
| Lido Advisors, LLC | 20,044 | $3.31M | 0.08% | −71−0.4% | Reduced |
| Wetherby Asset Management Inc | 20,033 | $3.31M | 0.20% | +963+5.0% | Added |
| Long Corridor Asset Management Ltd | 20,000 | $3.31M | 3.21% | −20,000−50.0% | Reduced |
| Eqis Capital Management, Inc. | 19,953 | $3.30M | 0.25% | −3,331−14.3% | Reduced |
| JustInvest LLC | 19,953 | $3.30M | 0.35% | +8,217+70.0% | Added |
| Ropes Wealth Advisors LLC | 19,841 | $3.28M | 0.52% | +940+5.0% | Added |
| Varma Mutual Pension Insurance Co | 19,735 | $3.26M | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 19,598 | $3.24M | 0.02% | +5,975+43.9% | Added |
| Triasima Portfolio Management inc. | 19,380 | $3.20M | 0.16% | +19,380 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,306 | $3.19M | 0.32% | −223−1.1% | Reduced |
| Stonnington Group, LLC | 19,036 | $3.19M | 0.71% | −10−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 19,204 | $3.17M | 0.19% | +535+2.9% | Added |
| Meiji Yasuda Life Insurance Co | 19,177 | $3.17M | 0.06% | −815−4.1% | Reduced |
| Sumitomo Life Insurance Co | 19,103 | $3.16M | 0.10% | −3,690−16.2% | Reduced |
| First Mercantile Trust Co | 18,957 | $3.13M | 0.37% | −8,376−30.6% | Reduced |
| Acadian Asset Management LLC | 18,912 | $3.13M | 0.01% | +1,171+6.6% | Added |
| Old Dominion Capital Management Inc | 18,882 | $3.12M | 0.67% | −99−0.5% | Reduced |
| Independent Advisor Alliance | 18,824 | $3.11M | 0.17% | +253+1.4% | Added |
| Clearstead Advisors, LLC | 18,806 | $3.11M | 0.24% | −560−2.9% | Reduced |
| Primecap Management Co | 18,800 | $3.11M | 0.00% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 18,779 | $3.10M | 0.60% | +234+1.3% | Added |
| Raymond James Trust N.A. | 18,661 | $3.08M | 0.10% | −298−1.6% | Reduced |
| Sawgrass Asset Management LLC | 18,631 | $3.08M | 0.27% | −180−1.0% | Reduced |
| People's United Financial, Inc. | 18,626 | $3.08M | 0.07% | +573+3.2% | Added |
| Shelton Capital Management | 18,620 | $3.08M | 0.12% | +13,300+250.0% | Added |
| Umb Bank N A | 18,622 | $3.08M | 0.07% | −339−1.8% | Reduced |
| RNC Capital Management LLC | 18,576 | $3.07M | 0.16% | +980+5.6% | Added |
| Beese Fulmer Investment Management, Inc. | 18,548 | $3.06M | 0.35% | −37−0.2% | Reduced |
| WP Advisors, LLC | 18,483 | $3.05M | 1.27% | −81−0.4% | Reduced |
| Wellington Shields Capital Management, LLC | 18,477 | $3.05M | 0.37% | −65−0.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 18,451 | $3.05M | 0.25% | −268−1.4% | Reduced |
| Pacifica Capital Investments, LLC | 18,430 | $3.04M | 1.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 18,408 | $3.04M | 0.24% | −3,880−17.4% | Reduced |
| Strategic Wealth Designers | 18,221 | $3.01M | 1.07% | +4,591+33.7% | Added |
| Mount Vernon Associates Inc | 18,186 | $3.00M | 2.75% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 18,176 | $3.00M | 0.34% | +56+0.3% | Added |
| Virtu Financial LLC | 18,121 | $2.99M | 0.29% | +18,121 | New |
| Altium Wealth Management LLC | 18,100 | $2.99M | 0.22% | −365−2.0% | Reduced |
| Hotaling Investment Management, LLC | 18,063 | $2.98M | 1.21% | −153−0.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 18,005 | $2.98M | 0.97% | −478−2.6% | Reduced |
| Jag Capital Management, LLC | 17,969 | $2.97M | 0.23% | +201+1.1% | Added |
| EP Wealth Advisors, LLC | 17,862 | $2.95M | 0.08% | +17,862 | New |
| Callahan Advisors, LLC | 17,715 | $2.93M | 0.37% | +10.0% | Added |
| Fundamentun, LLC | 17,675 | $2.92M | 0.80% | +986+5.9% | Added |
| Courier Capital LLC | 17,627 | $2.91M | 0.28% | −309−1.7% | Reduced |
| Elgethun Capital Management | 17,544 | $2.90M | 1.00% | −5,758−24.7% | Reduced |
| West Oak Capital, LLC | 17,455 | $2.88M | 1.14% | −445−2.5% | Reduced |
| Salvus Wealth Management, LLC | 17,219 | $2.88M | 2.42% | −395−2.2% | Reduced |
| Howland Capital Management LLC | 17,392 | $2.87M | 0.15% | 00.0% | Unchanged |
| American Portfolios Advisors | 17,312 | $2.86M | 0.11% | +5,863+51.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $2.86M | 0.35% | −500−2.8% | Reduced |
| Barometer Capital Management Inc. | 17,268 | $2.85M | 0.54% | +8,738+102.4% | Added |
| BFSG, LLC | 17,179 | $2.84M | 0.51% | +64+0.4% | Added |
| Eads & Heald Wealth Management | 17,161 | $2.83M | 1.38% | −397−2.3% | Reduced |
| Everence Capital Management Inc | 17,094 | $2.82M | 0.23% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 17,090 | $2.82M | 0.58% | +1,210+7.6% | Added |
| NVWM, LLC | 17,002 | $2.81M | 1.01% | +44+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,935 | $2.80M | 0.30% | −2,127−11.2% | Reduced |
| Condor Capital Management | 16,843 | $2.78M | 0.31% | −843−4.8% | Reduced |
| Busey Wealth Management | 16,820 | $2.78M | 0.13% | −358−2.1% | Reduced |
| AlphaCrest Capital Management LLC | 16,780 | $2.77M | 0.12% | −1,165−6.5% | Reduced |
| TrinityPoint Wealth, LLC | 16,722 | $2.76M | 0.56% | −1,933−10.4% | Reduced |
| Columbia Asset Management | 16,694 | $2.76M | 0.62% | −12,327−42.5% | Reduced |
| FDx Advisors, Inc. | 16,633 | $2.75M | 0.09% | +1,032+6.6% | Added |
| Bennicas & Associates, Inc. | 16,587 | $2.74M | 1.51% | −50−0.3% | Reduced |
| Northstar Group, Inc. | 16,591 | $2.74M | 0.72% | +60.0% | Added |
| Peoples Financial Services Corp. | 16,579 | $2.74M | 1.15% | −290−1.7% | Reduced |
| Sigma Planning Corp | 16,541 | $2.73M | 0.08% | +538+3.4% | Added |
| TIAA Kaspick, LLC | 16,490 | $2.73M | 10.11% | −200−1.2% | Reduced |
| Bel Air Investment Advisors LLC | 16,452 | $2.72M | 0.08% | −1,823−10.0% | Reduced |
| Cito Capital Group, LLC | 16,300 | $2.69M | 1.21% | −50−0.3% | Reduced |
| Montag A & Associates Inc | 16,250 | $2.69M | 0.14% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 16,216 | $2.68M | 0.05% | −154−0.9% | Reduced |
| BP PLC | 16,170 | $2.67M | 0.11% | −7,824−32.6% | Reduced |
| Naples Global Advisors, LLC | 16,165 | $2.67M | 0.37% | +145+0.9% | Added |
| Jackson Square Capital, LLC | 16,007 | $2.65M | 0.85% | +2,060+14.8% | Added |
| Tower Bridge Advisors | 15,876 | $2.62M | 0.17% | −20−0.1% | Reduced |
| Regentatlantic Capital LLC | 15,808 | $2.61M | 0.08% | +5,721+56.7% | Added |
| Bank of Stockton | 15,803 | $2.61M | 0.79% | −293−1.8% | Reduced |
| HBK Sorce Advisory LLC | 15,760 | $2.60M | 0.14% | +1,116+7.6% | Added |
| O'Shaughnessy Asset Management, LLC | 15,666 | $2.59M | 0.05% | +3,722+31.2% | Added |
| Brave Asset Management Inc | 15,615 | $2.58M | 0.76% | −1,896−10.8% | Reduced |
| MACRO Consulting Group | 15,570 | $2.57M | 1.32% | −277−1.7% | Reduced |
| Siemens Fonds Invest GmbH | 15,533 | $2.57M | 0.31% | −126−0.8% | Reduced |
| LaFleur & Godfrey LLC | 15,492 | $2.56M | 0.37% | +15,492 | New |
| Valueworks LLC | 15,226 | $2.52M | 1.09% | −249−1.6% | Reduced |
| Independent Investors Inc | 15,014 | $2.48M | 0.61% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 15,000 | $2.48M | 0.93% | +15,000 | New |
| Centiva Capital, LP | 14,937 | $2.47M | 0.19% | +2,208+17.3% | Added |
| Jacobi Capital Management LLC | 14,865 | $2.46M | 0.32% | −108−0.7% | Reduced |
| Van Eck Associates Corp | 14,824 | $2.45M | 0.01% | −371−2.4% | Reduced |
| Advisory Services Network, LLC | 14,746 | $2.44M | 0.08% | +1,503+11.3% | Added |
| Pettee Investors, Inc. | 14,681 | $2.43M | 1.14% | +25+0.2% | Added |