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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
Edmond de Rothschild Holding S.A.2,883$407.0K0.01%––
Snowden Capital Advisors LLC2,881$407.5K0.02%––
Plancorp, LLC2,889$409.0K0.09%––
Strategy Asset Managers LLC2,905$411.0K0.09%––
Clear Harbor Asset Management, LLC2,916$412.0K0.05%––
Strategic Investment Advisors2,921$413.0K0.11%––
Pioneer Trust Bank N A2,934$415.0K0.12%––
Abbrea Capital, LLC2,924$415.0K0.07%––
Chicago Partners Investment Group LLC2,776$417.0K0.03%––
BSW Wealth Partners2,973$421.0K0.12%––
Palisades Hudson Asset Management, L.P.2,993$423.0K0.20%––
Violich Capital Management, Inc.3,000$424.0K0.08%––
Ritholtz Wealth Management3,000$424.0K0.04%––
Aua Capital Management, LLC3,000$424.0K0.28%––
Legacy Wealth Management, LLC3,000$424.3K0.26%––
Mezzasalma Advisors, LLC3,017$427.0K0.27%––
Maryland Capital Management3,024$428.0K0.03%––
Magnus Financial Group LLC3,031$429.0K0.10%––
Acima Private Wealth, LLC3,057$432.0K0.21%––
Sustainable Insight Capital Management, LLC3,059$433.0K0.29%––
PFG Advisors3,075$435.0K0.06%––
Marietta Investment Partners LLC3,092$437.0K0.11%––
Waters Parkerson & Co., LLC3,091$437.0K0.03%––
Signature Wealth Management Partners, LLC3,096$438.0K0.42%––
Synergy Financial Management, LLC3,101$439.0K0.13%––
L & S Advisors Inc3,108$440.0K0.05%––
Benedetti & Gucer, Inc.3,113$440.0K0.40%––
Cadent Capital Advisors, LLC3,115$441.0K0.20%––
Westbourne Investment Advisors, Inc.3,123$442.0K0.22%––
Optimal Asset Management, Inc.3,124$442.0K0.06%––
D.B. Root & Company, LLC3,133$443.0K0.17%––
Northstar Asset Management LLC3,156$447.0K0.13%––
All Terrain Financial Advisors, LLC3,160$447.0K0.21%––
Ellis Investment Partners, LLC3,162$447.0K0.12%––
Sanders Morris Harris LLC3,042$448.0K0.09%––
Heritage Wealth Advisors3,172$448.6K0.03%––
Garrison Asset Management, LLC3,171$449.0K0.29%––
Culbertson A N & Co Inc3,180$450.0K0.10%––
Eagle Ridge Investment Management3,199$452.0K0.05%––
Stonebridge Capital Advisors LLC3,201$453.0K0.06%––
Wittenberg Investment Management, Inc.3,210$454.0K0.21%––
Capital Bank & Trust Co3,210$454.0K0.01%––
Graves-Light Private Wealth Management, Inc.3,212$454.0K0.08%––
Balentine LLC3,225$456.0K0.02%––
First Foundation Advisors3,230$457.0K0.02%––
Clean Yield Group3,232$457.0K0.19%––
Derby & Company, Inc3,240$458.0K0.10%––
Equitable Holdings, Inc.3,241$458.0K0.01%––
Ridgewood Investments LLC3,237$458.0K0.28%––
Security National Trust Co3,250$459.0K0.11%––
First Citizens Bank & Trust Co3,259$461.0K0.02%––
Integrated Investment Consultants, LLC3,279$464.0K0.16%––
Credential Qtrade Securities Inc.3,281$464.1K0.04%––
NorthRock Partners, LLC3,293$466.0K0.04%––
44 Wealth Management LLC3,322$470.0K0.20%––
Salem Investment Counselors Inc3,344$473.0K0.03%––
Maverick Capital LtdSuperinvestorMaverick Capital3,356$475.0K0.00%––
SignalPoint Asset Management, LLC3,367$476.0K0.17%––
Arkadios Wealth Advisors3,371$476.0K0.08%––
Meridian Wealth Management, LLC3,374$477.0K0.07%––
Profit Investment Management, LLC3,376$478.0K0.27%––
Hartford Financial Management Inc.3,379$478.0K0.12%––
Stock Yards Bank & Trust Co3,410$482.0K0.03%––
Defined Wealth Management, LLC3,416$483.0K0.46%––
Old Mission Investment Co LLC3,421$483.8K0.23%––
Grove Bank & Trust3,430$485.0K0.11%––
Hunter Associates Investment Management LLC3,439$486.0K0.11%––
BTR Capital Management Inc3,442$487.0K0.07%––
Tompkins Financial Corp3,443$487.0K0.08%––
Riverbridge Partners LLC3,450$488.0K0.01%––
Global Wealth Management Investment Advisory, Inc.3,453$488.0K0.18%––
Semmax Financial Advisors Inc.3,457$489.0K0.17%––
Crescent Capital Consulting, LLC3,475$491.0K0.11%––
Gitterman Wealth Management, LLC3,474$491.0K0.32%––
WMS Partners, LLC3,490$494.0K0.11%––
Winton Group Ltd3,499$495.0K0.03%––
Sigma Investment Counselors Inc3,527$499.0K0.04%––
Canton Hathaway, LLC3,530$499.0K0.16%––
Independent Financial Group, LLC3,545$501.4K0.06%––
Laurel Wealth Advisors, Inc.3,552$502.0K0.08%––
Hobart Private Capital, LLC3,560$503.6K0.21%––
Essex Financial Services, Inc.3,563$504.0K0.09%––
Aspen Investment Management Inc3,588$507.0K0.28%––
Ferguson Wellman Capital Management, Inc3,592$508.0K0.02%––
Altfest L J & Co Inc3,622$512.0K0.12%––
Barton Investment Management3,625$513.0K0.05%––
Philadelphia Trust Co3,635$514.0K0.04%––
RB Capital Management, LLC3,634$514.0K0.23%––
Accredited Investors Inc.3,639$515.0K0.07%––
Ipswich Investment Management Co., Inc.3,646$516.0K0.15%––
Bluefin Capital Management, LLC3,658$517.0K0.03%––
Resource Management, LLC3,658$517.0K0.06%––
Aries Wealth Management3,511$518.0K0.23%––
Bristol John W & Co Inc3,670$519.0K0.01%––
GYL Financial Synergies, LLC3,680$521.0K0.29%––
McIlrath & Eck, LLC3,709$525.0K0.18%––
Central Bank & Trust Co3,721$526.0K0.09%––
Oakworth Capital, Inc.3,744$529.0K0.06%––
Sutton Wealth Advisors Inc.3,743$529.4K0.21%––
CWM, LLC3,212$531.0K0.00%––