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 |
|---|---|---|---|---|---|
| Advisor Resource Council | 10,765 | $1.78M | 0.19% | +10,765 | New |
| Cetera Advisors LLC | 10,701 | $1.77M | 0.04% | +659+6.6% | Added |
| Avantax Advisory Services, Inc. | 10,663 | $1.76M | 0.03% | −265−2.4% | Reduced |
| Dakota Wealth Management | 10,670 | $1.76M | 0.21% | +525+5.2% | Added |
| Corient Capital Partners, LLC | 10,546 | $1.74M | 0.13% | +456+4.5% | Added |
| McMillion Capital Management Inc | 10,526 | $1.74M | 0.95% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 10,482 | $1.73M | 0.30% | +1,882+21.9% | Added |
| Woodstock Corp | 10,470 | $1.73M | 0.20% | +117+1.1% | Added |
| Hartline Investment Corp | 10,466 | $1.73M | 0.22% | 00.0% | Unchanged |
| Seeyond | 10,444 | $1.73M | 0.16% | −288−2.7% | Reduced |
| Inlet Private Wealth, LLC | 10,406 | $1.72M | 0.45% | +30.0% | Added |
| U S Global Investors Inc | 10,394 | $1.72M | 0.06% | +10,394 | New |
| Intercontinental Wealth Advisors, LLC | 10,332 | $1.71M | 0.34% | −505−4.7% | Reduced |
| Assenagon Asset Management S.A. | 10,312 | $1.70M | 0.01% | +266+2.6% | Added |
| FOCUS Wealth Advisors, LLC | 10,305 | $1.70M | 1.19% | −306−2.9% | Reduced |
| Greenwood Gearhart Inc | 10,303 | $1.70M | 0.27% | −315−3.0% | Reduced |
| Wright Investors Service Inc | 10,290 | $1.70M | 0.46% | +1,210+13.3% | Added |
| Trustco Bank Corp N Y | 10,275 | $1.70M | 1.53% | −600−5.5% | Reduced |
| Spirit of America Management Corp | 10,250 | $1.69M | 0.36% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,248 | $1.69M | 0.30% | −243−2.3% | Reduced |
| Heritage Wealth Management, LLC | 10,244 | $1.69M | 0.64% | +495+5.1% | Added |
| Ingalls & Snyder LLC | 10,189 | $1.68M | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,179 | $1.68M | 0.23% | +279+2.8% | Added |
| Chicago Capital, LLC | 10,069 | $1.66M | 0.07% | −35−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,003 | $1.65M | 0.02% | −708−6.6% | Reduced |
| Hyman Charles D | 10,004 | $1.65M | 0.12% | 00.0% | Unchanged |
| Sovarnum Capital L.P. | 10,000 | $1.65M | 1.04% | 00.0% | Unchanged |
| SG3 Management, LLC | 10,000 | $1.65M | 0.70% | +5,000+100.0% | Added |
| Ally Financial Inc. | 10,000 | $1.65M | 0.16% | +10,000 | New |
| IndexIQ Advisors LLC | 9,980 | $1.65M | 0.06% | +292+3.0% | Added |
| Berkshire Asset Management LLC | 9,926 | $1.64M | 0.11% | −402−3.9% | Reduced |
| St. Johns Investment Management Company, LLC | 9,856 | $1.63M | 0.88% | −272−2.7% | Reduced |
| Knuff & Co LLC | 9,855 | $1.63M | 0.61% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,855 | $1.63M | 0.04% | +1,160+13.3% | Added |
| Beaumont Financial Partners, LLC | 9,843 | $1.63M | 0.12% | +738+8.1% | Added |
| Massmutual Trust Co FSB | 9,790 | $1.62M | 0.07% | +66+0.7% | Added |
| Meeder Asset Management Inc | 9,705 | $1.60M | 0.07% | −9,933−50.6% | Reduced |
| ACG Wealth | 9,703 | $1.60M | 0.20% | +160+1.7% | Added |
| Bryn Mawr Trust Co | 9,663 | $1.60M | 0.06% | +355+3.8% | Added |
| Simmons Bank | 9,605 | $1.59M | 0.11% | +153+1.6% | Added |
| Illinois Municipal Retirement Fund | 9,542 | $1.58M | 0.06% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 9,428 | $1.56M | 0.22% | −179−1.9% | Reduced |
| Caldwell Trust Co | 9,408 | $1.55M | 0.20% | −65−0.7% | Reduced |
| Carl P. Sherr & Co., LLC | 9,394 | $1.55M | 1.07% | +10.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,307 | $1.54M | 0.06% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 9,263 | $1.53M | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,213 | $1.52M | 0.05% | −142−1.5% | Reduced |
| Trustcore Financial Services, LLC | 9,212 | $1.52M | 0.16% | +10.0% | Added |
| TD Private Client Wealth LLC | 9,197 | $1.52M | 0.06% | −2,168−19.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,200 | $1.52M | 0.52% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 9,171 | $1.51M | 0.52% | −945−9.3% | Reduced |
| Rehmann Capital Advisory Group | 8,916 | $1.51M | 0.15% | −265−2.9% | Reduced |
| Snow Capital Management LP | 9,159 | $1.51M | 0.22% | +5+0.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $1.51M | 1.32% | −652−6.7% | Reduced |
| Community Bank, N.A. | 9,135 | $1.51M | 0.18% | −25−0.3% | Reduced |
| Lavaca Capital LLC | 9,130 | $1.51M | 0.78% | +951+11.6% | Added |
| Brown Advisory Securities, LLC | 9,091 | $1.50M | 0.24% | −167−1.8% | Reduced |
| Grimes & Company, Inc. | 9,059 | $1.50M | 0.06% | −345−3.7% | Reduced |
| Savant Capital, LLC | 9,053 | $1.50M | 0.06% | +140+1.6% | Added |
| Erste Asset Management GmbH | 9,108 | $1.50M | 0.03% | +4,008+78.6% | Added |
| Invst, LLC | 8,735 | $1.49M | 0.24% | +630+7.8% | Added |
| J. W. Coons Advisors, LLC | 8,939 | $1.48M | 0.53% | −64−0.7% | Reduced |
| Boltwood Capital Management | 8,951 | $1.48M | 0.61% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,934 | $1.48M | 0.14% | −3,575−28.6% | Reduced |
| Parallel Advisors, LLC | 8,914 | $1.47M | 0.06% | +825+10.2% | Added |
| CAPROCK Group, Inc. | 8,903 | $1.47M | 0.13% | +700+8.5% | Added |
| Gateway Investment Advisers LLC | 8,828 | $1.46M | 0.01% | −496−5.3% | Reduced |
| Palisade Asset Management, LLC | 8,832 | $1.46M | 0.17% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,825 | $1.46M | 0.26% | −200−2.2% | Reduced |
| Taylor Frigon Capital Management LLC | 8,796 | $1.45M | 0.45% | +560+6.8% | Added |
| Allstate Corp | 8,734 | $1.44M | 0.05% | −1,108−11.3% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.44M | 0.36% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 8,718 | $1.44M | 0.52% | −700−7.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 8,717 | $1.44M | 1.12% | +314+3.7% | Added |
| Evoke Wealth, LLC | 8,709 | $1.44M | 0.05% | −548−5.9% | Reduced |
| Brookstone Capital Management | 8,329 | $1.44M | 0.03% | +8,329 | New |
| Thompson Investment Management, Inc. | 8,685 | $1.44M | 0.21% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,662 | $1.43M | 0.06% | −649−7.0% | Reduced |
| Abundance Wealth Counselors | 8,622 | $1.43M | 0.37% | −1,334−13.4% | Reduced |
| Evermay Wealth Management LLC | 8,591 | $1.42M | 0.26% | −240−2.7% | Reduced |
| Ieq Capital, LLC | 8,560 | $1.41M | 0.04% | +2,233+35.3% | Added |
| Coastal Bridge Advisors, LLC | 8,488 | $1.40M | 0.29% | +1,008+13.5% | Added |
| Fulton Bank, N.A. | 8,481 | $1.40M | 0.07% | +31+0.4% | Added |
| Everett Harris & Co | 8,453 | $1.40M | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,386 | $1.39M | 0.08% | 00.0% | Unchanged |
| Amarillo National Bank | 8,313 | $1.37M | 0.39% | 00.0% | Unchanged |
| Auxier Asset Management | 8,308 | $1.37M | 0.23% | −250−2.9% | Reduced |
| Quadrant Capital Group LLC | 8,307 | $1.37M | 0.20% | +242+3.0% | Added |
| Mid Atlantic Financial Management Inc | 8,231 | $1.36M | 0.09% | +82+1.0% | Added |
| Gladstone Institutional Advisory LLC | 8,228 | $1.36M | 0.16% | +368+4.7% | Added |
| Excalibur Management Corp | 8,211 | $1.36M | 0.61% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,993 | $1.35M | 0.05% | −438−5.2% | Reduced |
| Argent Advisors, Inc. | 8,147 | $1.35M | 0.82% | +12+0.1% | Added |
| Toroso Investments, LLC | 8,150 | $1.34M | 0.05% | +2,152+35.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 8,058 | $1.33M | 0.23% | +8,058 | New |
| Raab & Moskowitz Asset Management LLC | 8,054 | $1.33M | 0.49% | −590−6.8% | Reduced |
| Federated Hermes, Inc. | 8,042 | $1.33M | 0.00% | +1,013+14.4% | Added |
| Patten & Patten Inc | 8,001 | $1.32M | 0.10% | −42−0.5% | Reduced |
| Wellington Shields & Co., LLC | 7,995 | $1.32M | 0.44% | +120+1.5% | Added |
| Csenge Advisory Group | 7,896 | $1.32M | 0.12% | −97−1.2% | Reduced |