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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
Ieq Capital, LLC6,327$895.0K0.04%––
Symmetry Partners, LLC6,350$898.0K0.06%––
Hilltop Holdings Inc.6,359$900.0K0.12%––
Cullen Capital Management LLC6,386$903.0K0.01%––
Berkshire Bank6,419$908.0K0.23%––
Compton Capital Management Inc6,450$912.0K0.29%––
Verition Fund Management LLC6,449$912.0K0.02%––
Associated Banc-Corp10,675$914.0K0.06%––
Ledyard National Bank6,485$917.0K0.10%––
Teza Capital Management LLC6,488$918.0K0.18%––
Capital Wealth Planning, LLC6,495$919.0K0.03%––
Traverso Chambers Private Wealth Management, LLC6,516$922.0K0.31%––
J.W. Cole Advisors, Inc.6,528$923.0K0.09%––
Plimoth Trust Co LLC6,523$923.0K0.27%––
Icon Wealth Partners, LLC6,526$923.0K0.12%––
Sentry Investment Management LLC6,585$931.0K0.26%––
RFG Advisory, LLC6,634$938.0K0.10%––
Parkside Financial Bank & Trust6,643$940.0K0.28%––
Legacy Wealth Asset Management, LLC6,644$940.0K0.43%––
Insight Wealth Strategies, LLC6,651$941.0K0.13%––
Capital International Sarl6,679$945.0K0.09%––
Commerzbank Aktiengesellschaft6,710$949.0K0.06%––
Checchi Capital Advisers, LLC6,710$949.0K0.13%––
Group One Trading, L.P.6,737$953.0K0.02%––
Wade G W & Inc6,763$957.0K0.05%––
Game Plan Financial Advisors, LLC6,755$957.0K0.62%––
Belpointe Asset Management LLC6,769$958.0K0.08%––
Lee Danner & Bass Inc6,793$961.0K0.09%––
Resources Investment Advisors, LLC.6,816$964.0K0.05%––
Taylor, Cottrill, Erickson & Associates, Inc.6,858$970.0K0.15%––
Sage Rhino Capital LLC6,866$971.0K0.32%––
Veracity Capital LLC6,923$979.0K0.46%––
Citadel Investment Advisory, Inc.6,938$981.0K0.64%––
Regent Investment Management LLC7,011$992.0K0.25%––
Federated Hermes, Inc.7,029$994.0K0.00%––
McAdam, LLC7,059$998.0K0.14%––
Monte Financial Group, LLC7,064$999.0K0.61%––
Financial Counselors Inc7,084$1.00M0.02%––
Van Strum & Towne Inc.7,090$1.00M0.51%––
Laffer Tengler Investments7,092$1.00M0.38%––
Capital Management Associates7,102$1.00M1.03%––
Mizuho Markets Cayman LP7,137$1.01M0.14%––
Becker Capital Management Inc7,142$1.01M0.05%––
Mutual Advisors, LLC7,143$1.01M0.07%––
Western Wealth Management, LLC7,143$1.01M0.14%––
Focus Financial Network, Inc.7,132$1.01M0.12%––
Harel Insurance Investments & Financial Services Ltd.2,480$1.01M0.02%––
Arete Wealth Advisors, LLC7,170$1.01M0.13%––
SOA Wealth Advisors, LLC.7,172$1.01M0.28%––
Cerity Partners LLC7,187$1.02M0.02%––
Joel Isaacson & Co., LLC7,195$1.02M0.09%––
Connolly Sarah T.7,200$1.02M0.91%––
Trust Co of Toledo NA7,223$1.02M0.18%––
Integrated Wealth Concepts LLC7,223$1.02M0.04%––
Mraz, Amerine & Associates, Inc.7,306$1.03M0.30%––
Global Retirement Partners, LLC7,306$1.03M0.12%––
Wesbanco Bank Inc7,333$1.04M0.04%––
Crestwood Advisors Group LLC7,373$1.04M0.03%––
Investment House LLC7,375$1.04M0.08%––
Moors & Cabot, Inc.7,412$1.05M0.08%––
Fort Point Capital Partners LLC7,412$1.05M0.24%––
Van Cleef Asset Management,Inc7,422$1.05M0.16%––
Piscataqua Savings Bank7,440$1.05M0.94%––
Evergreen Capital Management LLC7,479$1.06M0.05%––
Coastal Bridge Advisors, LLC7,480$1.06M0.19%––
Coastline Trust Co7,520$1.06M0.14%––
Sciencast Management LP7,408$1.08M0.22%––
Duff & Phelps Investment Management Co7,715$1.09M0.01%––
Beach Investment Counsel Inc7,733$1.09M0.10%––
YHB Investment Advisors, Inc.7,295$1.09M0.09%––
Moloney Securities Asset Management, LLC7,744$1.09M0.22%––
KWB Wealth7,765$1.10M0.21%––
Lazard Freres Gestion S.A.S.9,085$1.10M0.04%––
Investors Asset Management of Georgia Inc7,865$1.11M0.65%––
Gladstone Institutional Advisory LLC7,860$1.11M0.17%––
Wellington Shields & Co., LLC7,875$1.11M0.40%––
Domani Wealth, LLC7,883$1.11M0.21%––
Howard Capital Management Group, LLC7,939$1.12M0.12%––
Karpas Strategies, LLC7,950$1.12M0.43%––
Spire Wealth Management7,889$1.13M0.03%––
Bank of Hawaii8,029$1.14M0.07%––
Patten & Patten Inc8,043$1.14M0.09%––
Penobscot Investment Management Company, Inc.8,059$1.14M0.18%––
Quadrant Capital Group LLC8,065$1.14M0.19%––
M Holdings Securities, Inc.8,089$1.14M0.10%––
Parallel Advisors, LLC8,089$1.14M0.05%––
Argent Advisors, Inc.8,135$1.15M0.74%––
Mid Atlantic Financial Management Inc8,149$1.15M0.08%––
Orrstown Financial Services Inc7,975$1.15M1.63%––
Lavaca Capital LLC8,179$1.16M0.67%––
Excalibur Management Corp8,211$1.16M0.57%––
Brewin Dolphin Ltd8,222$1.16M0.06%––
Pitcairn Co8,228$1.16M0.08%––
CAPROCK Group, Inc.8,203$1.16M0.13%––
Taylor Frigon Capital Management LLC8,236$1.17M0.36%––
Amarillo National Bank8,313$1.18M0.30%––
Nomura Holdings Inc8,372$1.18M0.01%––
Csenge Advisory Group7,993$1.18M0.12%––
Obermeyer Wood Investment Counsel, LLLP8,386$1.19M0.07%––
Silicon Hills Wealth Management, LLC8,403$1.19M1.08%––