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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
Field & Main Bank400$57.0K0.04%––
ShoreHaven Wealth Partners, LLC400$57.0K0.03%––
West Paces Advisors Inc.421$59.5K0.02%––
Creative Financial Designs Inc424$60.0K0.01%––
Manchester Financial Inc454$64.0K0.03%––
Tobam468$66.0K0.00%––
Pacific Center for Financial Services466$66.0K0.03%––
Carmichael Hill & Associates, Inc.471$67.0K0.04%––
JCIC Asset Management Inc.484$68.0K0.02%––
Farmers & Merchants Investments Inc493$70.0K0.00%––
Pittenger & Anderson Inc500$71.0K0.00%––
Rocky Mountain Advisers, LLC500$71.0K0.10%––
Baystate Wealth Management LLC503$71.0K0.01%––
PrairieView Partners, LLC500$71.0K0.01%––
Banco de Sabadell, S.A500$71.0K0.01%––
FourThought Financial, LLC508$71.0K0.01%––
Harvest Fund Management Co., Ltd509$72.0K0.01%––
AlphaMark Advisors, LLC518$73.0K0.03%––
Walled Lake Planning & Wealth Management, LLC519$73.0K0.05%––
Riggs Asset Managment Co. Inc.525$74.0K0.02%––
Enterprise Financial Services Corp537$75.0K0.01%––
Hoover Financial Advisors, Inc.500$77.0K0.01%––
WealthShield Partners, LLC551$78.0K0.01%––
Coastal Capital Group, Inc.549$78.0K0.02%––
Westchester Capital Management, Inc.560$79.0K0.02%––
Prentice Wealth Management LLC564$80.0K0.04%––
Lumature Wealth Partners, LLC579$82.0K0.04%––
American State Bank (Iowa)600$84.9K0.07%––
Benjamin Edwards Inc600$85.0K0.06%––
Orion Capital Management LLC600$85.0K0.06%––
Tradewinds Capital Management, LLC632$89.0K0.02%––
Kayne Anderson Rudnick Investment Management LLC635$90.0K0.00%––
CKW Financial Group650$92.0K0.02%––
CVA Family Office, LLC659$93.0K0.04%––
Logan Capital Management Inc665$94.0K0.00%––
Tacita Capital Inc665$94.0K0.06%––
First Horizon Corp672$95.0K0.01%––
Elmwood Wealth Management, Inc.675$95.0K0.06%––
State of Wyoming673$95.0K0.16%––
Gemmer Asset Management LLC681$96.0K0.02%––
Total Clarity Wealth Management, Inc.676$96.0K0.06%––
Farmers & Merchants Trust Co of Chambersburg PA688$97.0K0.07%––
Bollard Group LLC696$98.0K0.00%––
Rock Creek Group, LP708$100.0K0.02%––
Dividend Assets Capital, LLC715$101.0K0.02%––
Norway Savings Bank714$101.0K0.05%––
Better Money Decisions, LLC717$101.0K0.10%––
Baron Financial Group, LLC721$102.0K0.07%––
BerganKDV Wealth Management, LLC721$102.0K0.01%––
Tarbox Family Office, Inc.731$103.0K0.02%––
Pinnacle Bancorp, Inc.745$105.0K0.05%––
Highlander Capital Management, LLC750$106.0K0.06%––
Versant Capital Management, Inc750$106.0K0.04%––
Kelly Financial Services LLC762$107.7K0.07%––
Savior LLC773$109.0K0.11%––
Endurance Wealth Management, Inc.775$110.0K0.01%––
Sirios Capital Management L P783$111.0K0.01%––
Mascoma Wealth Management LLC785$111.0K0.05%––
First Financial Corp795$112.0K0.08%––
Ancora Advisors, LLC796$113.0K0.00%––
Financial Management Professionals, Inc.850$120.0K0.03%––
Freedman Financial Associates, Inc.849$120.0K0.10%––
Jones Financial Companies LLLP875$124.0K0.00%––
Bellwether Advisors, LLC866$124.0K0.05%––
Lenox Wealth Advisors, LLC884$125.0K0.02%––
Avion Wealth887$125.0K0.04%––
JFS Wealth Advisors, LLC890$126.0K0.03%––
Archer Investment Corp900$127.3K0.05%––
Providence Capital Advisors, LLC906$128.0K0.05%––
Assetmark, Inc916$130.0K0.00%––
Prestige Wealth Management Group LLC923$130.0K0.04%––
Zions Bancorporation, N.A.965$136.0K0.02%––
Lindbrook Capital, LLC978$138.0K0.03%––
Legacy Bridge, LLC1,000$141.0K0.09%––
Mine & Arao Wealth Creation & Management, LLC.1,000$141.0K0.09%––
Close Asset Management Ltd1,001$142.0K0.01%––
Centaurus Financial, Inc.1,014$143.0K0.01%––
Certified Advisory Corp1,020$144.0K0.04%––
Atlas Private Wealth Advisors1,018$144.0K0.08%––
Key Financial Inc1,023$145.0K0.10%––
Rosenberg Matthew Hamilton1,030$146.0K0.08%––
Global Financial Private Client, LLC1,014$146.6K0.11%––
Reilly Financial Advisors, LLC1,036$147.0K0.01%––
Gilder Gagnon Howe & Co LLC1,070$151.0K0.00%––
Stelac Advisory Services LLC1,117$158.0K0.06%––
Pinebridge Investments, L.P.1,126$159.0K0.00%––
Institutional & Family Asset Management, LLC1,131$160.0K0.03%––
Valley National Advisers Inc1,149$162.0K0.03%––
MV Capital Management, Inc.1,143$162.0K0.03%––
Tortoise Investment Management, LLC1,158$164.0K0.04%––
Cowa, LLC1,129$167.0K0.10%––
Firestone Capital Management1,215$172.0K0.06%––
TFC Financial Management1,214$172.0K0.07%––
Allworth Financial LP1,228$174.0K0.00%––
Concord Wealth Partners1,258$178.0K0.06%––
Hexagon Capital Partners LLC1,291$182.0K0.05%––
CNB Bank1,296$183.0K0.13%––
Aspire Private Capital, LLC1,318$186.0K0.07%––
Berman Capital Advisors, LLC1,360$191.0K0.04%––
First Command Bank1,358$192.0K0.04%––