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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
Arrow Financial Corp3,770$533.0K0.07%––
CoreFirst Bank & Trust3,766$533.0K0.37%––
Wealthsource Partners, LLC3,773$534.0K0.05%––
Financial Management Network Inc3,472$537.0K0.28%––
Credit Agricole S A3,810$539.0K0.02%––
Weik Capital Management3,810$539.0K0.23%––
Indiana Trust & Investment Management CO3,821$540.0K0.29%––
Kovack Advisors, Inc.3,820$540.0K0.07%––
RMR Wealth Builders3,817$540.0K0.14%––
MTM Investment Management, LLC3,816$540.0K0.30%––
Stonebridge Capital Management Inc3,840$543.0K0.21%––
Eastern Bank3,848$545.0K0.03%––
IHT Wealth Management, LLC3,852$545.0K0.04%––
Benin Management CORP3,857$546.0K0.19%––
Advisors Capital Management, LLC3,878$548.0K0.02%––
Kore Private Wealth LLC3,877$548.0K0.07%––
Beaumont Asset Management, L.L.C.3,886$549.0K0.46%––
Merrion Investment Management Co, LLC3,891$550.0K0.46%––
Cumberland Partners Ltd3,890$550.0K0.05%––
Intersect Capital LLC3,885$550.0K0.11%––
Saybrook Capital3,900$552.0K0.17%––
LVW Advisors, LLC3,908$553.0K0.11%––
Acropolis Investment Management, LLC3,921$555.0K0.06%––
NuWave Investment Management, LLC3,928$556.0K0.70%––
Glassman Wealth Services3,944$558.0K0.12%––
VeraBank, N.A.3,943$558.0K0.36%––
Sullivan, Bruyette, Speros & Blaney, LLC3,954$559.0K0.02%––
Trinity Legacy Partners, LLC3,732$560.0K0.22%––
KB Financial Partners, LLC3,985$564.0K0.24%––
Fukoku Mutual Life Insurance Co4,000$566.0K0.05%––
Sowell Financial Services LLC3,628$569.0K0.02%––
IFP Advisors, Inc4,046$571.0K0.01%––
GoalVest Advisory LLC4,050$573.0K0.43%––
Venturi Wealth Management, LLC4,059$574.0K0.05%––
Princeton Global Asset Management LLC4,067$575.0K0.19%––
CX Institutional4,089$579.0K0.05%––
Golden State Wealth Management, LLC4,102$580.0K0.19%––
Interchange Capital Partners, LLC3,989$580.0K0.31%––
LGL Partners, LLC4,130$584.0K0.33%––
Hills Bank & Trust Co4,133$585.0K0.09%––
Tortoise Index Solutions, LLC4,133$585.0K0.14%––
Old National Bancorp4,155$587.0K0.02%––
Chemung Canal Trust Co4,167$590.0K0.12%––
Moneta Group Investment Advisors LLC4,171$590.0K0.03%––
Sun Life Financial INC4,197$593.0K0.05%––
Baldwin Investment Management, LLC4,210$595.0K0.11%––
Atlas Brown,Inc.4,227$598.0K0.28%––
Lyell Wealth Management, LP4,219$599.0K0.09%––
We Are One Seven, LLC4,235$599.0K0.10%––
Optas, LLC4,266$604.0K0.19%––
Pekin Hardy Strauss, Inc.4,278$605.0K0.10%––
Pinnacle Wealth Planning Services, Inc.4,295$607.0K0.16%––
Somerville Kurt F4,300$608.0K0.10%––
Shepherd Kaplan Krochuk, LLC4,300$608.0K0.24%––
Park Avenue Securities LLC4,321$611.0K0.01%––
Bond & Devick Financial Network, Inc.4,319$611.0K0.57%––
Prospera Financial Services Inc4,335$613.0K0.04%––
IFG Advisors, LLC4,345$615.0K0.34%––
Estabrook Capital Management4,355$616.0K0.09%––
Hoylecohen, LLC4,359$617.0K0.06%––
Brooks, Moore & Associates, Inc.4,364$617.0K0.42%––
Cary Street Partners Asset Management LLC59,256$617.0K0.15%––
GFG Capital, LLC4,406$623.0K0.22%––
First National Bank of Hutchinson4,412$624.0K0.31%––
Symphony Financial, Ltd. Co.4,289$627.0K0.17%––
Cypress Wealth Services, LLC4,443$628.0K0.13%––
KCS Wealth Advisory4,456$630.0K0.33%––
Beaton Management Co. Inc.4,456$630.0K0.44%––
Allegheny Financial Group LTD4,453$630.0K0.46%––
Rockland Trust Co4,480$633.0K0.05%––
B. Riley Wealth Management, Inc.4,481$634.0K0.07%––
Compagnie Lombard Odier SCmA4,480$634.0K0.01%––
Spinnaker Trust4,520$639.0K0.05%––
Baker Avenue Asset Management, LP4,536$641.0K0.04%––
Sound View Wealth Advisors Group, LLC4,544$643.0K0.15%––
Ameritas Investment Company, LLC4,555$644.2K0.06%––
Level Four Advisory Services, LLC4,584$648.0K0.05%––
Sargent Investment Group, LLC4,584$648.0K0.17%––
Leavell Investment Management, Inc.4,584$650.0K0.05%––
Cipher Capital LP4,593$650.0K0.08%––
Legacy Advisors, LLC4,596$650.0K0.29%––
Aspiriant, LLC4,625$652.0K0.04%––
Birinyi Associates Inc4,631$655.0K0.25%––
Baker Tilly Wealth Management, LLC4,630$655.0K0.13%––
TCI Wealth Advisors, Inc.4,641$656.0K0.30%––
Schulhoff & Co Inc4,650$657.0K0.30%––
Reynders McVeigh Capital Management, LLC4,673$661.0K0.04%––
WBH Advisory Inc4,705$666.0K0.11%––
626 Financial, LLC3,564$666.0K0.43%––
Tufton Capital Management4,735$669.0K0.11%––
Segall Bryant & Hamill, LLC4,744$670.0K0.01%––
V Wealth Advisors LLC4,741$670.0K0.12%––
YorkBridge Wealth Partners, LLC4,757$673.0K0.20%––
Linscomb & Williams, Inc.4,776$675.0K0.04%––
AdvisorNet Financial, Inc4,793$678.0K0.05%––
S.A. Mason LLC4,794$678.0K0.51%––
Engineers Gate Manager LP4,800$679.0K0.03%––
Monetary Management Group Inc4,825$682.0K0.22%––
Alhambra Investment Partners LLC4,828$683.0K0.55%––
Madison Asset Management, LLC4,839$684.0K0.01%––