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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
JNBA Financial Advisors2,268$321.0K0.05%––
Tiemann Investment Advisors, LLC2,268$321.0K0.16%––
20/20 Capital Management, Inc.2,272$321.0K0.09%––
Keudell/Morrison Wealth Management2,266$321.0K0.19%––
Columbia Trust Co 010120162,278$321.0K0.20%––
Parsons Capital Management Inc2,300$325.0K0.03%––
Marshall Wace North America L.P.2,301$325.0K0.00%––
Prelude Capital Management, LLC2,290$325.0K0.02%––
Patriot Financial Group Insurance Agency, LLC2,300$325.0K0.07%––
One + One Wealth Management, LLC2,300$325.0K0.25%––
Palladium Partners LLC2,304$326.0K0.02%––
Alpha Cubed Investments, LLC2,311$327.0K0.03%––
Virtue Capital Management, LLC2,315$327.0K0.08%––
Great Valley Advisor Group, Inc.2,317$328.0K0.03%––
M&R Capital Management Inc2,332$329.0K0.08%––
Webster Bank, N. A.2,325$329.0K0.04%––
Mountain Pacific Investment Advisers Inc2,345$332.0K0.02%––
Motco2,350$333.0K0.02%––
Childress Capital Advisors, LLC2,359$333.0K0.15%––
Echo Street Capital Management LLC2,367$335.0K0.00%––
Sunburst Financial Group, LLC2,378$336.0K0.23%––
REDW Wealth LLC2,393$338.0K0.11%––
Confluence Investment Management LLC2,400$339.0K0.00%––
Meridian Wealth Advisors, LLC2,411$341.0K0.11%––
Means Investment Co., Inc.2,419$342.0K0.08%––
Moisand Fitzgerald Tamayo, LLC2,419$342.0K0.15%––
Sage Mountain Advisors LLC2,420$342.0K0.07%––
Cable Hill Partners, LLC2,427$343.0K0.09%––
Charter Trust Co2,431$344.0K0.03%––
McLean Asset Management Corp2,293$345.0K0.27%––
Cahill Financial Advisors Inc2,449$347.0K0.08%––
Cary Street Partner Investment Advisory LLC2,452$347.0K0.14%––
Outlook Wealth Advisors, LLC2,452$347.0K0.12%––
Madden Securities Corp2,450$347.0K0.20%––
Mayflower Financial Advisors, LLC2,450$347.0K0.05%––
Duality Advisers, LP2,457$348.0K0.03%––
Aberdeen Wealth Management LLC2,466$349.0K0.28%––
Bingham Osborn & Scarborough LLC2,476$350.0K0.03%––
Financial Architects, Inc2,476$350.0K0.05%––
Cornell Pochily Investment Advisors, Inc.2,474$350.0K0.17%––
Cornerstone Wealth Group, LLC2,375$350.0K0.07%––
Sage Private Wealth Group, LLC2,476$350.0K0.60%––
Patten Group, Inc.2,480$351.0K0.11%––
Addison Capital Co2,494$353.0K0.20%––
Navellier & Associates Inc2,500$354.0K0.06%––
Moreno Evelyn V2,500$354.0K0.08%––
Private Capital Group, LLC2,492$354.0K0.09%––
EPG Wealth Management LLC2,500$354.0K0.17%––
Silver Lake Advisory, LLC2,509$355.0K0.18%––
Lombard Odier Asset Management (Europe) Ltd2,514$356.0K0.02%––
Brandywine Oak Private Wealth LLC2,524$356.0K0.05%––
Round Hill Asset Management2,522$357.0K0.19%––
Harbour Investment Management LLC2,529$358.0K0.19%––
Bangor Savings Bank2,527$358.0K0.04%––
Standard Family Office LLC2,531$358.0K0.08%––
Capital Planning Advisors, LLC2,540$359.0K0.08%––
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.2,550$361.0K6.25%––
Mather Group, LLC.2,566$363.0K0.01%––
Nachman Norwood & Parrott, Inc2,563$363.0K0.04%––
Keebeck Alpha, LP2,568$363.0K0.16%––
Wealth Architects, LLC2,579$365.0K0.08%––
Fairbanks Capital Management, Inc.2,580$365.0K0.31%––
Waldron Private Wealth LLC2,591$366.0K0.03%––
Green Harvest Asset Management LLC2,590$366.0K0.09%––
Optimum Investment Advisors2,600$368.0K0.11%––
Cadence Bank NA2,601$368.0K0.12%––
SPC Financial, Inc.2,600$368.0K0.05%––
Bellevue Group AG2,600$368.0K0.00%––
Paragon Capital Management Ltd2,612$369.0K0.19%––
Quadrant Private Wealth Management, LLC2,608$369.0K0.16%––
Fiducient Advisors LLC2,612$369.0K0.12%––
Advisory Alpha, LLC2,620$371.0K0.04%––
Ballast Advisors LLC2,623$371.0K0.17%––
Duncker Streett & Co Inc2,650$375.0K0.07%––
KG&L Capital Management,LLC2,654$375.0K0.19%––
Citizens National Bank Trust Department2,655$376.0K0.11%––
Castleark Management LLC2,675$378.0K0.01%––
Cypress Capital Group2,669$378.0K0.05%––
Triangle Securities Wealth Management2,676$378.0K0.14%––
Landsberg, Bennett, & Dubbaneh LLC2,618$378.0K0.05%––
Weaver Consulting Group2,677$379.0K0.23%––
Quest Capital Management Inc2,686$380.0K0.08%––
Texas Yale Capital Corp.2,690$380.0K0.02%––
WealthStone, Inc.2,690$380.0K0.13%––
Cornerstone Wealth Management, LLC2,691$381.0K0.05%––
Town & Country Bank & Trust CO dba First Bankers Trust CO2,700$382.0K0.16%––
Stonehage Fleming Financial Services Holdings Ltd2,727$385.0K0.01%––
North Star Investment Management Corp.2,727$386.0K0.04%––
First Financial Bank - Trust Division2,742$388.0K0.04%––
Putnam Investments LLC2,752$389.0K0.00%––
Phoenix Wealth Advisors2,692$389.0K0.30%––
Wealth Advisors, Inc.2,725$395.0K0.16%––
Hanson & Doremus Investment Management2,797$396.0K0.09%––
Appleton Group, LLC2,808$397.0K0.52%––
Bank Hapoalim BM2,811$398.0K0.05%––
Bath Savings Trust Co2,830$400.0K0.05%––
Cambridge Advisors Inc.2,859$404.0K0.10%––
Matrix Asset Advisors Inc2,863$405.0K0.06%––
MayTech Global Investments, LLC2,866$405.0K0.10%––
Roosevelt Investment Group LLC2,873$406.0K0.03%––