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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
Spire Wealth Management7,889$1.13M0.03%––
Karpas Strategies, LLC7,950$1.12M0.43%––
Howard Capital Management Group, LLC7,939$1.12M0.12%––
Domani Wealth, LLC7,883$1.11M0.21%––
Wellington Shields & Co., LLC7,875$1.11M0.40%––
Investors Asset Management of Georgia Inc7,865$1.11M0.65%––
Gladstone Institutional Advisory LLC7,860$1.11M0.17%––
Lazard Freres Gestion S.A.S.9,085$1.10M0.04%––
KWB Wealth7,765$1.10M0.21%––
Moloney Securities Asset Management, LLC7,744$1.09M0.22%––
Beach Investment Counsel Inc7,733$1.09M0.10%––
YHB Investment Advisors, Inc.7,295$1.09M0.09%––
Duff & Phelps Investment Management Co7,715$1.09M0.01%––
Sciencast Management LP7,408$1.08M0.22%––
Coastline Trust Co7,520$1.06M0.14%––
Evergreen Capital Management LLC7,479$1.06M0.05%––
Coastal Bridge Advisors, LLC7,480$1.06M0.19%––
Piscataqua Savings Bank7,440$1.05M0.94%––
Van Cleef Asset Management,Inc7,422$1.05M0.16%––
Fort Point Capital Partners LLC7,412$1.05M0.24%––
Moors & Cabot, Inc.7,412$1.05M0.08%––
Crestwood Advisors Group LLC7,373$1.04M0.03%––
Investment House LLC7,375$1.04M0.08%––
Wesbanco Bank Inc7,333$1.04M0.04%––
Mraz, Amerine & Associates, Inc.7,306$1.03M0.30%––
Global Retirement Partners, LLC7,306$1.03M0.12%––
Trust Co of Toledo NA7,223$1.02M0.18%––
Integrated Wealth Concepts LLC7,223$1.02M0.04%––
Joel Isaacson & Co., LLC7,195$1.02M0.09%––
Connolly Sarah T.7,200$1.02M0.91%––
Cerity Partners LLC7,187$1.02M0.02%––
Arete Wealth Advisors, LLC7,170$1.01M0.13%––
SOA Wealth Advisors, LLC.7,172$1.01M0.28%––
Harel Insurance Investments & Financial Services Ltd.2,480$1.01M0.02%––
Focus Financial Network, Inc.7,132$1.01M0.12%––
Becker Capital Management Inc7,142$1.01M0.05%––
Mutual Advisors, LLC7,143$1.01M0.07%––
Western Wealth Management, LLC7,143$1.01M0.14%––
Mizuho Markets Cayman LP7,137$1.01M0.14%––
Capital Management Associates7,102$1.00M1.03%––
Laffer Tengler Investments7,092$1.00M0.38%––
Van Strum & Towne Inc.7,090$1.00M0.51%––
Financial Counselors Inc7,084$1.00M0.02%––
Monte Financial Group, LLC7,064$999.0K0.61%––
McAdam, LLC7,059$998.0K0.14%––
Federated Hermes, Inc.7,029$994.0K0.00%––
Regent Investment Management LLC7,011$992.0K0.25%––
Citadel Investment Advisory, Inc.6,938$981.0K0.64%––
Veracity Capital LLC6,923$979.0K0.46%––
Sage Rhino Capital LLC6,866$971.0K0.32%––
Taylor, Cottrill, Erickson & Associates, Inc.6,858$970.0K0.15%––
Resources Investment Advisors, LLC.6,816$964.0K0.05%––
Lee Danner & Bass Inc6,793$961.0K0.09%––
Belpointe Asset Management LLC6,769$958.0K0.08%––
Wade G W & Inc6,763$957.0K0.05%––
Game Plan Financial Advisors, LLC6,755$957.0K0.62%––
Group One Trading, L.P.6,737$953.0K0.02%––
Commerzbank Aktiengesellschaft6,710$949.0K0.06%––
Checchi Capital Advisers, LLC6,710$949.0K0.13%––
Capital International Sarl6,679$945.0K0.09%––
Insight Wealth Strategies, LLC6,651$941.0K0.13%––
Parkside Financial Bank & Trust6,643$940.0K0.28%––
Legacy Wealth Asset Management, LLC6,644$940.0K0.43%––
RFG Advisory, LLC6,634$938.0K0.10%––
Sentry Investment Management LLC6,585$931.0K0.26%––
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%––
Traverso Chambers Private Wealth Management, LLC6,516$922.0K0.31%––
Capital Wealth Planning, LLC6,495$919.0K0.03%––
Teza Capital Management LLC6,488$918.0K0.18%––
Ledyard National Bank6,485$917.0K0.10%––
Associated Banc-Corp10,675$914.0K0.06%––
Compton Capital Management Inc6,450$912.0K0.29%––
Verition Fund Management LLC6,449$912.0K0.02%––
Berkshire Bank6,419$908.0K0.23%––
Cullen Capital Management LLC6,386$903.0K0.01%––
Hilltop Holdings Inc.6,359$900.0K0.12%––
Symmetry Partners, LLC6,350$898.0K0.06%––
Ieq Capital, LLC6,327$895.0K0.04%––
Rafferty Asset Management, LLC6,304$892.0K0.01%––
Usca Ria LLC6,307$892.0K0.06%––
Sunflower Bank, N.A.6,279$888.0K0.15%––
Howard Capital Management Inc.5,900$887.0K0.16%––
Bigelow Investment Advisors, LLC6,241$883.0K0.45%––
Greystone Financial Group, LLC5,701$880.0K0.22%––
Telemus Capital, LLC6,019$879.0K0.06%––
Bridgewater Advisors Inc.5,770$879.0K0.45%––
Parisi Gray Wealth Management6,216$879.0K0.37%––
Aurora Private Wealth, Inc.6,152$870.0K0.36%––
WealthTrust Axiom LLC6,114$864.0K0.29%––
Beacon Pointe Advisors, LLC6,098$862.0K0.05%––
Private Trust Co NA6,087$860.0K0.14%––
Burke & Herbert Bank & Trust Co6,072$858.0K0.59%––
Levin Capital Strategies, L.P.6,064$858.0K0.09%––
Summit Wealth & Retirement Planning, Inc.6,050$856.0K0.32%––
Vectors Research Management, LLC6,033$853.0K0.23%––
HNP Capital LLC6,033$853.0K0.25%––
Transform Wealth, LLC6,022$852.0K0.17%––
Laurel Wealth Advisors LLC6,009$850.0K0.21%––