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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
Doliver Advisors, LP4,847$686.0K0.26%––
Pflug Koory, LLC4,853$686.0K0.38%––
Aft, Forsyth & Company, Inc.4,861$688.0K0.41%––
First City Capital Management, Inc.4,541$692.0K0.40%––
Boston Financial Mangement LLC4,908$694.0K0.03%––
Bedel Financial Consulting, Inc.4,948$700.0K0.27%––
SkyView Investment Advisors, LLC4,956$701.0K0.31%––
Tokio Marine Asset Management Co Ltd4,964$702.0K0.07%––
Robertson Stephens Wealth Management, LLC4,949$702.0K0.11%––
Leonteq Securities AG4,967$702.5K0.05%––
Fort Pitt Capital Group, LLC4,968$703.0K0.03%––
Diligent Investors, LLC4,983$705.0K0.26%––
Papp L Roy & Associates4,995$706.0K0.10%––
Sippican Capital Advisors5,002$707.0K0.65%––
Sequoia Financial Advisors, LLC4,996$707.0K0.03%––
Evanson Asset Management, LLC4,997$707.0K0.10%––
SG3 Management, LLC5,000$707.0K0.23%––
Red Cedar Capital, LLC5,041$713.0K0.48%––
Wealthgate Family Office, LLC5,043$713.0K0.97%––
Manchester Capital Management LLC5,047$714.0K0.11%––
Koshinski Asset Management, Inc.5,046$714.0K0.08%––
Flagship Harbor Advisors, LLC5,070$717.0K0.08%––
XR Securities LLC5,120$724.0K0.40%––
Mission Wealth Management, LP5,123$725.0K0.04%––
Morse Asset Management, Inc5,140$727.0K0.19%––
Strategic Advisors LLC5,151$728.0K0.21%––
Personal Cfo Solutions, LLC5,163$730.0K0.16%––
Garde Capital, Inc.5,169$731.0K0.08%––
Leisure Capital Management5,171$731.0K0.44%––
Erste Asset Management GmbH5,100$731.8K0.02%––
Orion Portfolio Solutions, LLC5,192$734.0K0.03%––
Prescott Group Capital Management, L.L.C.5,200$735.0K0.21%––
Ballentine Partners, LLC5,229$739.0K0.03%––
TownSquare Capital, LLC5,243$742.0K0.03%––
Trust Asset Management LLC5,276$746.0K0.10%––
Meristem Family Wealth, LLC5,283$747.0K0.15%––
Brighton Jones LLC5,292$748.0K0.04%––
Kingsview Wealth Management, LLC5,171$748.0K0.04%––
Wealth Alliance5,300$750.0K0.21%––
Shelton Capital Management5,320$752.0K0.03%––
Coldstream Capital Management Inc5,341$755.0K0.04%––
Boenning & Scattergood, Inc.5,356$757.0K0.14%––
Constitution Capital LLC5,350$757.0K0.50%––
Walleye Capital LLC5,396$763.0K0.05%––
Westwood Management Corp5,400$764.0K0.07%––
Lake Street Advisors Group, LLC5,447$770.0K0.06%––
Birch Hill Investment Advisors LLC5,450$771.0K0.04%––
Tiedemann Advisors, LLC5,452$772.0K0.03%––
Rational Advisors LLC5,500$778.0K0.14%––
ARGI Investment Services, LLC5,574$788.0K0.03%––
International Assets Investment Management, LLC6,021$788.0K0.07%––
Thomas White International Ltd5,678$803.0K0.12%––
First National Bank of South Miami5,674$803.0K0.61%––
Braun Stacey Associates Inc5,725$810.0K0.03%––
Steel Peak Wealth Management LLC5,742$812.0K0.07%––
Principle Wealth Partners LLC5,744$813.0K0.10%––
Veritas Investment Partners (UK) Ltd.5,750$814.0K0.03%––
Doyle Wealth Management5,764$815.0K0.08%––
Pecaut & Co.5,767$816.0K0.59%––
Sargent Bickham Lagudis LLC5,786$818.0K0.07%––
Empirical Finance, LLC6,783$820.0K0.14%––
Jennison Associates LLC5,810$822.0K0.00%––
TCTC Holdings, LLC5,809$822.0K0.04%––
Accuvest Global Advisors5,848$827.0K0.44%––
Spears Abacus Advisors LLC5,853$828.0K0.06%––
Clarius Group, LLC5,857$828.0K0.08%––
S&CO Inc5,900$834.0K0.07%––
Capital One Financial Corp5,905$835.0K0.11%––
NBT Bank N A5,911$836.0K0.12%––
Oldfather Financial Services, LLC5,695$837.0K0.48%––
Barings LLC5,941$841.0K0.02%––
Capital Investment Advisors, LLC5,953$842.0K0.03%––
Boyar Asset Management Inc.5,968$844.0K0.57%––
Resources Management Corp5,973$845.0K0.13%––
Asset Management Corp5,984$846.0K0.58%––
Mark Stevens5,993$848.0K0.10%––
Signaturefd, LLC5,999$848.0K0.04%––
Toroso Investments, LLC5,998$848.0K0.04%––
Weil Company, Inc.6,000$849.0K0.48%––
Clear Street Markets LLC6,000$849.0K0.25%––
Laurel Wealth Advisors LLC6,009$850.0K0.21%––
Transform Wealth, LLC6,022$852.0K0.17%––
Vectors Research Management, LLC6,033$853.0K0.23%––
HNP Capital LLC6,033$853.0K0.25%––
Summit Wealth & Retirement Planning, Inc.6,050$856.0K0.32%––
Burke & Herbert Bank & Trust Co6,072$858.0K0.59%––
Levin Capital Strategies, L.P.6,064$858.0K0.09%––
Private Trust Co NA6,087$860.0K0.14%––
Beacon Pointe Advisors, LLC6,098$862.0K0.05%––
WealthTrust Axiom LLC6,114$864.0K0.29%––
Aurora Private Wealth, Inc.6,152$870.0K0.36%––
Telemus Capital, LLC6,019$879.0K0.06%––
Bridgewater Advisors Inc.5,770$879.0K0.45%––
Parisi Gray Wealth Management6,216$879.0K0.37%––
Greystone Financial Group, LLC5,701$880.0K0.22%––
Bigelow Investment Advisors, LLC6,241$883.0K0.45%––
Howard Capital Management Inc.5,900$887.0K0.16%––
Sunflower Bank, N.A.6,279$888.0K0.15%––
Rafferty Asset Management, LLC6,304$892.0K0.01%––
Usca Ria LLC6,307$892.0K0.06%––