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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, Q1 2021

Institutional positions in American Express Co as of Mar 31, 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
1,781
No complete 13F data for Q4 2020
Shares held
682.1M
No complete 13F data for Q4 2020
Total value
$96.5B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,781 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ1 2021: $96.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding American Express Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding AXP in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Fortis Advisors, LLC1$00.00%––
Financial Perspectives, Inc32,052$2270.01%––
Focused Wealth Management, Inc10$1.00K0.00%––
Old North State Trust, LLC10$1.00K0.00%––
Core Wealth Advisors, Inc.7$1.00K0.00%––
HighMark Wealth Management LLC15$2.00K0.00%––
Moser Wealth Advisors, LLC16$2.00K0.00%––
James Investment Research Inc21$3.00K0.00%––
Lowe Wealth Advisors, LLC20$3.00K0.00%––
Point72 Hong Kong Ltd18$3.00K0.00%––
First Bank & Trust19$3.00K0.00%––
Perkins Coie Trust Co30$4.00K0.00%––
Atticus Wealth Management, LLC26$4.00K0.00%––
Carolina Wealth Advisors, LLC36$5.00K0.00%––
Glen Eagle Advisors, LLC38$5.38K0.00%––
Horrell Capital Management, Inc.44$6.00K0.00%––
Mizuho Securities Co. Ltd.41$6.00K0.00%––
HC Financial Advisors Inc47$7.00K0.00%––
Wagner Wealth Management, LLC50$7.00K0.01%––
CSat Investment Advisory, L.P.58$8.00K0.01%––
Activest Wealth Management56$8.00K0.01%––
Evolution Wealth Advisors, LLC61$9.00K0.00%––
Old Second National Bank of Aurora69$10.0K0.00%––
Fieldpoint Private Securities, LLC71$10.0K0.00%––
DB Wealth Management Group, LLC78$11.0K0.01%––
Sofos Investments, Inc.90$12.7K0.26%––
Jackson, Grant Investment Advisers, Inc.90$13.0K0.01%––
Corbenic Partners LLC101$14.0K0.00%––
Winch Advisory Services, LLC98$14.0K0.01%––
Iron Horse Wealth Management, LLC100$14.0K0.01%––
IronBridge Private Wealth, LLC100$14.0K0.01%––
Paradigm, Strategies in Wealth Management, LLC100$14.0K0.01%––
Newbridge Financial Services Group, Inc.101$14.0K0.01%––
Seven Springs Wealth Group, LLC107$15.0K0.01%––
RBA Wealth Management, LLC120$17.0K0.01%––
America First Investment Advisors, LLC120$17.0K0.01%––
Resolute Partners Group185$18.0K0.00%––
Carolinas Wealth Consulting LLC125$18.0K0.00%––
Smith Asset Management Group LP137$19.0K0.00%––
Wealthcare Capital Management LLC132$19.0K0.00%––
Stuart Chaussee & Associates, Inc.136$19.0K0.01%––
Sugarloaf Wealth Management, LLC136$19.0K0.01%––
Ten Capital Wealth Advisors, LLC147$20.0K0.00%––
Interactive Financial Advisors150$21.0K0.01%––
Riverview Trust Co169$24.0K0.03%––
Bogart Wealth, LLC173$24.0K0.00%––
Lloyd Advisory Services, LLC.167$24.0K0.01%––
Pin Oak Investment Advisors Inc177$25.0K0.02%––
Advocacy Wealth Management Services, LLC175$25.0K0.00%––
Sterling Financial Planning, Inc.180$25.0K0.02%––
Meridian Wealth Partners, LLC183$26.0K0.01%––
Regal Wealth Group, Inc.191$27.0K0.02%––
GPS Wealth Strategies Group, LLC195$27.0K0.01%––
Cowen Prime Services LLC200$28.0K0.01%––
Litman Gregory Asset Management LLC200$28.0K0.01%––
Trust Co200$28.0K0.02%––
AllSquare Wealth Management LLC198$28.0K0.02%––
First Personal Financial Services200$28.0K0.01%––
Larson Financial Group LLC196$28.0K0.01%––
Your Advocates Ltd., LLP200$28.0K0.02%––
Hudock, Inc.207$29.0K0.01%––
Geo Capital Gestora de Recursos Ltd208$29.0K0.02%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA208$29.4K0.04%––
Clearview Wealth Advisors LLC222$31.0K0.02%––
Sound Income Strategies, LLC224$31.7K0.01%––
Hexavest Inc.243$34.0K0.00%––
Rockbridge Investment Management, LCC243$34.0K0.01%––
Mark Sheptoff Financial Planning, LLC250$35.0K0.02%––
Crewe Advisors LLC245$35.0K0.01%––
Arlington Partners LLC260$37.0K0.01%––
MPS Loria Financial Planners, LLC262$37.0K0.02%––
Burleson & Company, LLC265$37.0K0.01%––
Accel Wealth Management259$37.0K0.03%––
Cranbrook Wealth Management, LLC272$38.0K0.01%––
Annapolis Financial Services, LLC269$38.0K0.01%––
First PREMIER Bank280$39.0K0.01%––
Sit Investment Associates Inc282$40.0K0.00%––
GeoWealth Management, LLC285$40.0K0.01%––
Bay Harbor Wealth Management, LLC286$40.0K0.02%––
Earnest Partners LLC293$41.0K0.00%––
Sonora Investment Management, LLC288$41.0K0.00%––
Plante Moran Financial Advisors, LLC293$41.0K0.01%––
Cedar Mountain Advisors, LLC288$41.0K0.01%––
Lee Financial Co300$42.0K0.01%––
Sageworth Trust Co295$42.0K0.00%––
Timber Creek Capital Management LLC300$42.0K0.02%––
Joseph P. Lucia & Associates, LLC300$42.0K0.02%––
Bellevue Asset Management, LLC300$42.0K0.03%––
Marquette Asset Management, LLC326$46.0K0.01%––
Column Capital Advisors, LLC323$46.0K0.01%––
Northwest Investment Counselors, LLC341$48.0K0.01%––
FAI Wealth Management340$48.0K0.04%––
San Francisco Sentry Investment Group (Ca)335$48.0K0.02%––
Ironwood Financial, llc343$49.0K0.02%––
TD Ameritrade Investment Management, LLC432$52.0K0.00%––
Johnson Financial Group, Inc.372$52.0K0.00%––
Edge Wealth Management LLC370$52.0K0.01%––
Charter Oak Capital Management, LLC365$52.0K0.01%––
Ironwood Wealth Management, Inc.377$53.0K0.04%––
Gleason Group, Inc.391$55.0K0.02%––