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 |
|---|---|---|---|---|---|
| Selway Asset Management | 14,675 | $2.42M | 1.30% | −300−2.0% | Reduced |
| Washington Trust Co | 14,555 | $2.40M | 0.07% | −731−4.8% | Reduced |
| KCM Investment Advisors LLC | 14,470 | $2.39M | 0.10% | +1,906+15.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,964 | $2.39M | 1.51% | −195−1.4% | Reduced |
| Profund Advisors LLC | 14,328 | $2.37M | 0.08% | +517+3.7% | Added |
| Private Asset Management Inc | 14,299 | $2.36M | 0.31% | 00.0% | Unchanged |
| Icon Advisers Inc | 14,200 | $2.35M | 0.38% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 14,158 | $2.34M | 1.09% | −85−0.6% | Reduced |
| BLB&B Advisors, LLC | 14,120 | $2.33M | 0.17% | +461+3.4% | Added |
| Brendel Financial Advisors LLC | 14,100 | $2.33M | 1.28% | −2,700−16.1% | Reduced |
| BBR Partners, LLC | 14,029 | $2.32M | 0.18% | −68−0.5% | Reduced |
| Modera Wealth Management, LLC | 14,029 | $2.32M | 0.13% | +366+2.7% | Added |
| Benedict Financial Advisors Inc | 13,966 | $2.31M | 0.64% | −188−1.3% | Reduced |
| Glenview Trust Co | 13,963 | $2.31M | 0.09% | −32−0.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,950 | $2.31M | 0.01% | −540−3.7% | Reduced |
| South State Corp. | 13,941 | $2.30M | 0.20% | −264−1.9% | Reduced |
| Proequities, Inc. | 13,920 | $2.30M | 0.14% | −3,504−20.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 13,906 | $2.30M | 0.06% | −25−0.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 13,888 | $2.29M | 1.48% | −365−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,666 | $2.26M | 0.22% | +10.0% | Added |
| Boston Family Office LLC | 13,613 | $2.25M | 0.16% | −50−0.4% | Reduced |
| Arcus Capital Partners, LLC | 13,541 | $2.24M | 1.05% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 13,535 | $2.24M | 0.18% | −10,311−43.2% | Reduced |
| Clear Street Markets LLC | 13,506 | $2.23M | 0.48% | +7,506+125.1% | Added |
| Cape Cod Five Cents Savings Bank | 13,325 | $2.20M | 0.23% | +739+5.9% | Added |
| Gilman Hill Asset Management, LLC | 13,319 | $2.20M | 0.56% | +510+4.0% | Added |
| Fort Sheridan Advisors LLC | 13,300 | $2.20M | 0.73% | −500−3.6% | Reduced |
| Investment Advisory Services Inc | 13,257 | $2.19M | 1.35% | +13,257 | New |
| Doheny Asset Management | 13,248 | $2.19M | 1.41% | 00.0% | Unchanged |
| Welch Group, LLC | 13,241 | $2.19M | 0.15% | −21−0.2% | Reduced |
| Arden Trust Co | 13,216 | $2.18M | 0.36% | +927+7.5% | Added |
| Aristotle Capital Management, LLC | 13,196 | $2.18M | 0.00% | −40.0% | Reduced |
| Ashfield Capital Partners, LLC | 13,156 | $2.17M | 0.16% | −100−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 13,145 | $2.17M | 0.17% | +1,774+15.6% | Added |
| F/M Investments LLC | 13,111 | $2.17M | 1.71% | +13,111 | New |
| BKD Wealth Advisors, LLC | 13,089 | $2.16M | 0.10% | −1,294−9.0% | Reduced |
| Venture Visionary Partners LLC | 12,964 | $2.14M | 0.17% | +2,614+25.3% | Added |
| Greenleaf Trust | 12,837 | $2.12M | 0.03% | +35+0.3% | Added |
| Aviance Capital Partners, LLC | 12,795 | $2.11M | 0.37% | +263+2.1% | Added |
| SOL Capital Management CO | 12,683 | $2.10M | 0.41% | −1,270−9.1% | Reduced |
| NEXT Financial Group, Inc | 12,683 | $2.10M | 0.17% | +10.0% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $2.08M | 0.15% | +516+4.3% | Added |
| Sandhill Capital Partners LLC | 12,550 | $2.07M | 0.16% | +796+6.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,531 | $2.07M | 0.80% | +100+0.8% | Added |
| Credit Agricole S A | 12,479 | $2.06M | 0.07% | +8,669+227.5% | Added |
| Resonant Capital Advisors, LLC | 12,419 | $2.05M | 0.40% | +203+1.7% | Added |
| Brewin Dolphin Ltd | 12,394 | $2.05M | 0.09% | +4,172+50.7% | Added |
| Kanawha Capital Management LLC | 12,389 | $2.05M | 0.19% | +165+1.3% | Added |
| Osborne Partners Capital Management, LLC | 12,311 | $2.03M | 0.17% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 12,278 | $2.03M | 0.08% | +400+3.4% | Added |
| High Pointe Capital Management LLC | 12,268 | $2.03M | 1.60% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,238 | $2.02M | 0.23% | −3,599−22.7% | Reduced |
| Robinson Value Management, Ltd. | 12,227 | $2.02M | 1.65% | −337−2.7% | Reduced |
| FORA Capital, LLC | 12,095 | $2.00M | 0.37% | +12,095 | New |
| Fruth Investment Management | 12,000 | $1.98M | 0.59% | +100+0.8% | Added |
| Bull Street Advisors, LLC | 11,935 | $1.97M | 1.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 11,906 | $1.97M | 0.05% | +11,906 | New |
| Lowe Brockenbrough & Co Inc | 11,900 | $1.97M | 0.18% | −10−0.1% | Reduced |
| RMB Capital Management, LLC | 11,890 | $1.97M | 0.07% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 11,891 | $1.97M | 0.17% | −50.0% | Reduced |
| Change Path, LLC | 11,892 | $1.97M | 0.12% | +56+0.5% | Added |
| Smith, Salley & Associates | 11,862 | $1.96M | 0.16% | +50.0% | Added |
| CSM Advisors, LLC | 11,809 | $1.95M | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 11,769 | $1.95M | 0.46% | +215+1.9% | Added |
| Budros, Ruhlin & Roe, Inc. | 11,699 | $1.93M | 0.21% | +144+1.2% | Added |
| Veriti Management LLC | 11,671 | $1.93M | 0.29% | +1,510+14.9% | Added |
| Fairfield, Bush & Co. | 11,625 | $1.92M | 0.52% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.92M | 0.02% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 11,567 | $1.91M | 0.12% | 00.0% | Unchanged |
| Madison Wealth Management | 11,541 | $1.91M | 0.42% | +491+4.4% | Added |
| Pinnacle Holdings, LLC | 11,533 | $1.91M | 0.88% | −53−0.5% | Reduced |
| Guardian Capital LP | 11,518 | $1.90M | 0.04% | −2,800−19.6% | Reduced |
| Canandaigua National Corp | 11,496 | $1.90M | 0.31% | −181−1.6% | Reduced |
| Vestcor Inc | 11,489 | $1.90M | 0.06% | −653−5.4% | Reduced |
| Bluestein R H & Co | 11,455 | $1.89M | 0.07% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 11,418 | $1.89M | 0.13% | +10.0% | Added |
| Wintrust Investments LLC | 11,375 | $1.88M | 0.19% | +11,375 | New |
| Bailard, Inc. | 11,366 | $1.88M | 0.06% | −100−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,340 | $1.87M | 0.11% | +1,300+12.9% | Added |
| PNC Managed Account Solutions, Inc. | 11,290 | $1.86M | 0.37% | +11,290 | New |
| Rothschild Investment Corp | 11,273 | $1.86M | 0.15% | +128+1.1% | Added |
| Private Wealth Partners, LLC | 11,213 | $1.85M | 0.17% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,207 | $1.85M | 0.11% | −73−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,196 | $1.85M | 0.33% | +538+5.0% | Added |
| Associated Banc-Corp | 11,166 | $1.84M | 0.07% | +491+4.6% | Added |
| QS Investors, LLC | 11,104 | $1.83M | 0.02% | −71−0.6% | Reduced |
| Factorial Partners, LLC | 11,100 | $1.83M | 1.24% | −4,400−28.4% | Reduced |
| Citizens Business Bank | 11,100 | $1.83M | 0.24% | −100−0.9% | Reduced |
| Adviser Investments LLC | 11,039 | $1.82M | 0.14% | 00.0% | Unchanged |
| Gifford Fong Associates | 11,000 | $1.82M | 0.35% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,000 | $1.82M | 0.38% | 00.0% | Unchanged |
| Advisory Research Inc | 10,981 | $1.81M | 0.12% | −2,974−21.3% | Reduced |
| Lincoln Capital LLC | 10,986 | $1.81M | 0.51% | +629+6.1% | Added |
| Harbour Investments, Inc. | 10,981 | $1.81M | 0.06% | +24+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 10,871 | $1.80M | 0.27% | +2,812+34.9% | Added |
| Personal Capital Advisors Corp | 10,826 | $1.79M | 0.01% | +514+5.0% | Added |
| Keebeck Wealth Management, LLC | 10,803 | $1.78M | 0.26% | +2,055+23.5% | Added |
| Signature Wealth Management Group | 10,791 | $1.78M | 0.99% | +104+1.0% | Added |
| Union Heritage Capital, LLC | 10,788 | $1.78M | 0.83% | 00.0% | Unchanged |
| Rathbone Brothers plc | 10,777 | $1.78M | 0.02% | −12−0.1% | Reduced |