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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
First Command Financial Services, Inc.1,358$192.0K0.04%––
Pacific Capital Wealth Advisors, Inc1,417$200.0K0.11%––
Almanack Investment Partners, LLC.1,414$201.0K0.02%––
Bridges Investment Management Inc1,425$202.0K0.01%––
Halbert Hargrove Global Advisors, LLC1,427$202.0K0.01%––
Colonial Trust Advisors1,431$202.0K0.03%––
Annex Advisory Services, LLC1,437$203.0K0.02%––
BTC Capital Management, Inc.1,437$203.0K0.02%––
East Coast Asset Management, LLC.1,442$204.0K0.05%––
Allen Capital Group, LLC1,440$204.0K0.05%––
Trust Co of Virginia1,451$205.0K0.02%––
Gotham Asset Management, LLC1,449$205.0K0.01%––
Sierra Capital LLC1,458$206.0K0.04%––
Fagan Associates, Inc.1,460$207.0K0.05%––
blooom, inc.1,433$207.0K0.16%––
Twin Lakes Capital Management, LLC1,464$207.0K0.13%––
United Bank1,475$208.0K0.03%––
Calton & Associates, Inc.1,475$209.0K0.04%––
Wolff Wiese Magana LLC1,476$209.0K0.16%––
Delta Asset Management LLC1,486$210.0K0.02%––
First National Bank of Omaha1,492$211.0K0.01%––
Intrust Bank NA1,492$211.0K0.03%––
Bouchey Financial Group Ltd1,492$211.0K0.03%––
Vivaldi Capital Management, LLC1,345$211.0K0.04%––
Professional Advisory Services Inc1,500$212.0K0.03%––
Vigilant Capital Management, LLC1,500$212.0K0.02%––
Mengis Capital Management, Inc.1,500$212.0K0.05%––
Ackerman Capital Advisors, LLC1,500$212.0K0.05%––
Sterling Investment Advisors, Ltd.1,500$212.0K0.07%––
J. L. Bainbridge & Co., Inc.1,495$212.0K0.03%––
Qtron Investments LLC1,500$212.0K0.06%––
Kistler-Tiffany Companies, LLC1,512$214.0K0.06%––
Pettyjohn, Wood & White, Inc1,519$215.0K0.05%––
Keating Investment Counselors Inc1,526$216.0K0.10%––
Penserra Capital Management LLC1,528$216.0K0.00%––
Bridge Creek Capital Management LLC1,525$216.0K0.08%––
Marcum Wealth, LLC1,529$216.0K0.04%––
Armstrong Shaw Associates Inc1,534$217.0K0.20%––
Thoroughbred Financial Services, LLC1,537$217.0K0.06%––
Axiom Investment Management LLC1,549$217.0K0.18%––
Wimmer Associates 1, LLC1,540$218.0K0.12%––
Cozad Asset Management Inc1,550$219.0K0.04%––
K.J. Harrison & Partners Inc1,550$219.0K0.03%––
Davis R M Inc1,554$220.0K0.01%––
Smith, Moore & Co.1,564$221.0K0.04%––
Laird Norton Trust Company, LLC1,839$222.0K0.02%––
Acorn Wealth Advisors, LLC1,572$222.0K0.16%––
LCNB Corp1,577$223.0K0.12%––
Shufro Rose & Co LLC1,583$224.0K0.02%––
Hantz Financial Services, Inc.1,586$224.0K0.01%––
G&S Capital LLC1,585$224.0K0.13%––
Northwest Bancshares, Inc.1,589$225.0K0.05%––
Corrigan Financial, Inc.1,597$225.9K0.08%––
Puzo Michael J1,600$226.0K0.07%––
Truehand, Inc1,600$226.0K0.14%––
Summit Global Investments1,600$226.0K0.01%––
SFMG, LLC1,603$227.0K0.03%––
Integrated Advisors Network LLC1,607$227.0K0.02%––
Affinity Capital Advisors, LLC1,607$227.0K0.08%––
City Holding Co1,610$228.0K0.04%––
Autus Asset Management, LLC1,610$228.0K0.03%––
Archford Capital Strategies, LLC1,532$228.0K0.06%––
Vista Investment Management1,621$229.0K0.14%––
Hemington Wealth Management1,617$229.0K0.10%––
Traphagen Investment Advisors LLC1,628$230.3K0.04%––
Blue Fin Capital, Inc.1,637$231.0K0.08%––
Capital Advantage, Inc.1,630$231.0K0.06%––
Financial Advocates Investment Management1,631$231.0K0.02%––
Galvin, Gaustad & Stein, LLC1,630$231.0K0.02%––
St. Louis Trust Co1,640$232.0K0.06%––
Independence Bank of Kentucky1,640$232.0K0.11%––
Steigerwald, Gordon & Koch Inc.1,643$232.0K0.04%––
Guyasuta Investment Advisors Inc1,650$233.0K0.02%––
Skba Capital Management LLC1,650$233.0K0.04%––
PBMares Wealth Management LLC1,648$233.0K0.19%––
First Midwest Bank Trust Division1,661$235.0K0.03%––
Marino, Stram & Associates LLC1,662$235.0K0.09%––
Livingston Group Asset Management CO (operating as Southport Capital Management)1,665$235.0K0.06%––
Blume Capital Management, Inc.1,663$235.0K0.09%––
First Horizon Advisors, Inc.1,670$235.0K0.01%––
Elevated Capital Advisors, LLC1,620$235.0K0.09%––
Asset Advisors Investment Management, LLC1,600$236.0K0.03%––
Lineweaver Wealth Advisors, LLC1,670$236.0K0.08%––
Gsa Capital Partners LLP1,673$237.0K0.04%––
Michael B. Yongue1,675$237.0K0.19%––
Sittner & Nelson, LLC1,684$238.0K0.18%––
FinTrust Capital Advisors, LLC1,688$239.0K0.07%––
Perpetual Investment Management Ltd1,710$241.0K0.04%––
Flagship Private Wealth, LLC1,653$241.6K0.20%––
CPWM, LLC1,708$242.0K0.02%––
Investors Research Corp1,713$242.0K0.09%––
Wealthquest Corp1,719$243.0K0.05%––
Kelman-Lazarov, Inc.1,750$248.0K0.09%––
Ferris Capital, LLC1,753$248.0K0.06%––
Zevenbergen Capital Investments LLC1,760$249.0K0.00%––
Dumont & Blake Investment Advisors LLC1,760$249.0K0.08%––
Foster & Motley Inc1,768$250.0K0.02%––
Patton Albertson Miller Group, LLC1,769$250.0K0.06%––
HCR Wealth Advisors1,765$250.0K0.05%––
HHM Wealth Advisors, LLC1,771$250.0K0.08%––