Skip to main content

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
Trillium Asset Management, LLC1,772$251.0K0.01%––
Lafayette Investments, Inc.1,774$251.0K0.08%––
Granite Investment Advisors, LLC1,772$251.0K0.04%––
Bahl & Gaynor Inc1,778$252.0K0.00%––
Liberty Wealth Management LLC2,160$252.0K0.12%––
Camarda Financial Advisors, LLC1,788$253.0K0.18%––
Farr Miller & Washington LLC1,804$255.0K0.02%––
Weybosset Research & Management LLC1,800$255.0K0.11%––
Northside Capital Management, LLC1,805$255.0K0.07%––
Raffa Wealth Management, LLC1,813$256.4K0.09%––
Verity & Verity, LLC1,624$257.0K0.04%––
Carnegie Capital Asset Management, LLC1,822$258.0K0.01%––
Aptus Capital Advisors, LLC1,816$258.0K0.01%––
Proficio Capital Partners LLC1,830$259.0K0.03%––
Nottingham Advisors, Inc.1,842$261.0K0.03%––
Glenview State Bank Trust Dept.1,858$262.0K0.08%––
Washington Capital Management Inc1,862$263.0K0.24%––
MEMBERS Trust Co1,856$263.0K0.01%––
Tudor Investment Corp Et Al1,870$264.0K0.01%––
Parsec Financial Management, Inc.1,863$264.0K0.01%––
Titus Wealth Management18,699$264.0K0.15%––
Adirondack Trust Co1,880$265.0K0.14%––
Baltimore-Washington Financial Advisors, Inc.1,877$265.0K0.03%––
Private Ocean, LLC1,876$265.0K0.05%––
Windsor Group LTD1,872$265.0K0.06%––
Fiera Capital Corp1,500$267.0K0.00%––
Comerica Securities,inc.1,890$268.0K0.02%––
Sawtooth Solutions, LLC1,893$268.0K0.06%––
Private Capital Management LLC1,894$268.0K0.14%––
Axiom Financial Strategies, LLC1,898$268.0K0.13%––
Wolverine Asset Management LLC1,907$269.0K0.00%––
Schneider Downs Wealth Management Advisors, LP1,903$269.0K0.07%––
Knightsbridge Asset Management, LLC1,908$270.0K0.11%––
Trellis Advisors, LLC1,906$270.0K0.15%––
Stockman Wealth Management, Inc.1,915$271.0K0.08%––
Windsor Capital Management, LLC1,926$272.0K0.09%––
Capital Analysts, LLC1,921$272.0K0.02%––
Independent Family Office, LLC1,932$273.0K0.11%––
Tradition Wealth Management, LLC1,929$273.0K0.05%––
Dearborn Partners LLC1,935$274.0K0.01%––
Founders Financial Alliance, LLC1,798$275.0K0.14%––
Ausdal Financial Partners, Inc.1,952$276.0K0.05%––
Hallmark Capital Management Inc1,955$277.0K0.02%––
Truvestments Capital LLC1,959$277.0K0.16%––
Merit Financial Group, LLC1,967$278.0K0.03%––
Washington Trust Bank1,973$279.0K0.03%––
Perennial Investment Advisors, LLC1,973$279.0K0.11%––
Toth Financial Advisory Corp1,982$280.0K0.04%––
MCF Advisors LLC1,981$280.0K0.03%––
Wealthcare Advisory Partners LLC1,983$280.0K0.02%––
BDO Wealth Advisors, LLC1,994$282.0K0.03%––
InterOcean Capital Group, LLC1,994$282.0K0.02%––
Physicians Financial Services, Inc.2,000$283.0K0.12%––
Harbor Advisors LLC2,000$283.0K0.06%––
Ellevest, Inc.2,010$284.0K0.03%––
Stratos Wealth Advisors, LLC2,018$285.0K0.03%––
Centerpoint Advisors, LLC2,018$285.0K0.17%––
Probity Advisors, Inc.2,026$287.0K0.06%––
Apollon Wealth Management, LLC2,031$287.0K0.06%––
Paloma Partners Management Co2,034$288.0K0.01%––
Hall Laurie J Trustee2,034$288.0K0.11%––
Oliver Luxxe Assets LLC2,041$289.0K0.09%––
Bremer Bank National Association2,049$289.0K0.07%––
Transcend Wealth Collective, LLC2,042$289.0K0.03%––
Greylin Investment Mangement Inc2,050$290.0K0.06%––
Highland Private Wealth Management2,045$290.0K0.05%––
Pacitti Group Inc.2,050$290.0K0.19%––
Capital Asset Advisory Services LLC2,054$291.0K0.04%––
Chesapeake Wealth Management2,073$293.0K0.10%––
Essex Savings Bank2,168$293.0K0.13%––
Procyon Private Wealth Partners, LLC2,069$293.0K0.13%––
Bulltick Wealth Management, LLC2,074$293.4K0.08%––
Mechanics Bank Trust Department2,078$294.0K0.05%––
Davidson Trust Co2,088$295.0K0.25%––
Charles Schwab Trust Co2,050$296.0K0.06%––
Cape Ann Savings Bank2,100$297.0K0.21%––
Yorktown Management & Research Co Inc2,110$298.0K0.25%––
Delta Investment Management, LLC2,115$299.0K0.10%––
Harbor Investment Advisory, LLC2,119$300.0K0.05%––
GW Henssler & Associates Ltd2,129$301.0K0.02%––
Reliant Investment Management, LLC2,131$301.0K0.15%––
HC Advisors, LLC2,125$301.0K0.19%––
Truadvice, LLC1,955$302.0K0.09%––
Whitener Capital Management, Inc.2,150$304.0K0.13%––
Princeton Portfolio Strategies Group LLC2,146$304.0K0.06%––
Convergence Investment Partners, LLC2,174$307.0K0.14%––
Thomasville National Bank3,587$307.0K0.06%––
Neo Ivy Capital Management2,173$307.0K0.34%––
MidWestOne Financial Group, Inc.2,186$309.0K0.07%––
Cypress Capital Management LLC2,191$310.0K0.04%––
Donaldson Capital Management, LLC2,197$311.0K0.02%––
First National Bank2,205$312.0K0.31%––
Dynamic Technology Lab Private Ltd2,235$316.0K0.04%––
CenterStar Asset Management, LLC–$316.0K0.45%––
Geller Advisors LLC2,237$317.0K0.07%––
Magellan Asset Management Ltd2,238$317.0K0.00%––
Financial Advisors, LLC2,240$317.0K0.13%––
Vista Wealth Management Group, LLC2,247$318.0K0.14%––
Allred Capital Management, LLC2,251$318.4K0.14%––
Fulton Breakefield Broenniman LLC2,273$321.0K0.03%––