Skip to main content

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
Weil Company, Inc.6,000$849.0K0.48%––
Clear Street Markets LLC6,000$849.0K0.25%––
Mark Stevens5,993$848.0K0.10%––
Signaturefd, LLC5,999$848.0K0.04%––
Toroso Investments, LLC5,998$848.0K0.04%––
Asset Management Corp5,984$846.0K0.58%––
Resources Management Corp5,973$845.0K0.13%––
Boyar Asset Management Inc.5,968$844.0K0.57%––
Capital Investment Advisors, LLC5,953$842.0K0.03%––
Barings LLC5,941$841.0K0.02%––
Oldfather Financial Services, LLC5,695$837.0K0.48%––
NBT Bank N A5,911$836.0K0.12%––
Capital One Financial Corp5,905$835.0K0.11%––
S&CO Inc5,900$834.0K0.07%––
Spears Abacus Advisors LLC5,853$828.0K0.06%––
Clarius Group, LLC5,857$828.0K0.08%––
Accuvest Global Advisors5,848$827.0K0.44%––
Jennison Associates LLC5,810$822.0K0.00%––
TCTC Holdings, LLC5,809$822.0K0.04%––
Empirical Finance, LLC6,783$820.0K0.14%––
Sargent Bickham Lagudis LLC5,786$818.0K0.07%––
Pecaut & Co.5,767$816.0K0.59%––
Doyle Wealth Management5,764$815.0K0.08%––
Veritas Investment Partners (UK) Ltd.5,750$814.0K0.03%––
Principle Wealth Partners LLC5,744$813.0K0.10%––
Steel Peak Wealth Management LLC5,742$812.0K0.07%––
Braun Stacey Associates Inc5,725$810.0K0.03%––
Thomas White International Ltd5,678$803.0K0.12%––
First National Bank of South Miami5,674$803.0K0.61%––
ARGI Investment Services, LLC5,574$788.0K0.03%––
International Assets Investment Management, LLC6,021$788.0K0.07%––
Rational Advisors LLC5,500$778.0K0.14%––
Tiedemann Advisors, LLC5,452$772.0K0.03%––
Birch Hill Investment Advisors LLC5,450$771.0K0.04%––
Lake Street Advisors Group, LLC5,447$770.0K0.06%––
Westwood Management Corp5,400$764.0K0.07%––
Walleye Capital LLC5,396$763.0K0.05%––
Boenning & Scattergood, Inc.5,356$757.0K0.14%––
Constitution Capital LLC5,350$757.0K0.50%––
Coldstream Capital Management Inc5,341$755.0K0.04%––
Shelton Capital Management5,320$752.0K0.03%––
Wealth Alliance5,300$750.0K0.21%––
Brighton Jones LLC5,292$748.0K0.04%––
Kingsview Wealth Management, LLC5,171$748.0K0.04%––
Meristem Family Wealth, LLC5,283$747.0K0.15%––
Trust Asset Management LLC5,276$746.0K0.10%––
TownSquare Capital, LLC5,243$742.0K0.03%––
Ballentine Partners, LLC5,229$739.0K0.03%––
Prescott Group Capital Management, L.L.C.5,200$735.0K0.21%––
Orion Portfolio Solutions, LLC5,192$734.0K0.03%––
Erste Asset Management GmbH5,100$731.8K0.02%––
Garde Capital, Inc.5,169$731.0K0.08%––
Leisure Capital Management5,171$731.0K0.44%––
Personal Cfo Solutions, LLC5,163$730.0K0.16%––
Strategic Advisors LLC5,151$728.0K0.21%––
Morse Asset Management, Inc5,140$727.0K0.19%––
Mission Wealth Management, LP5,123$725.0K0.04%––
XR Securities LLC5,120$724.0K0.40%––
Flagship Harbor Advisors, LLC5,070$717.0K0.08%––
Manchester Capital Management LLC5,047$714.0K0.11%––
Koshinski Asset Management, Inc.5,046$714.0K0.08%––
Red Cedar Capital, LLC5,041$713.0K0.48%––
Wealthgate Family Office, LLC5,043$713.0K0.97%––
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%––
Papp L Roy & Associates4,995$706.0K0.10%––
Diligent Investors, LLC4,983$705.0K0.26%––
Fort Pitt Capital Group, LLC4,968$703.0K0.03%––
Leonteq Securities AG4,967$702.5K0.05%––
Tokio Marine Asset Management Co Ltd4,964$702.0K0.07%––
Robertson Stephens Wealth Management, LLC4,949$702.0K0.11%––
SkyView Investment Advisors, LLC4,956$701.0K0.31%––
Bedel Financial Consulting, Inc.4,948$700.0K0.27%––
Boston Financial Mangement LLC4,908$694.0K0.03%––
First City Capital Management, Inc.4,541$692.0K0.40%––
Aft, Forsyth & Company, Inc.4,861$688.0K0.41%––
Doliver Advisors, LP4,847$686.0K0.26%––
Pflug Koory, LLC4,853$686.0K0.38%––
Madison Asset Management, LLC4,839$684.0K0.01%––
Alhambra Investment Partners LLC4,828$683.0K0.55%––
Monetary Management Group Inc4,825$682.0K0.22%––
Engineers Gate Manager LP4,800$679.0K0.03%––
AdvisorNet Financial, Inc4,793$678.0K0.05%––
S.A. Mason LLC4,794$678.0K0.51%––
Linscomb & Williams, Inc.4,776$675.0K0.04%––
YorkBridge Wealth Partners, LLC4,757$673.0K0.20%––
Segall Bryant & Hamill, LLC4,744$670.0K0.01%––
V Wealth Advisors LLC4,741$670.0K0.12%––
Tufton Capital Management4,735$669.0K0.11%––
WBH Advisory Inc4,705$666.0K0.11%––
626 Financial, LLC3,564$666.0K0.43%––
Reynders McVeigh Capital Management, LLC4,673$661.0K0.04%––
Schulhoff & Co Inc4,650$657.0K0.30%––
TCI Wealth Advisors, Inc.4,641$656.0K0.30%––
Birinyi Associates Inc4,631$655.0K0.25%––
Baker Tilly Wealth Management, LLC4,630$655.0K0.13%––
Aspiriant, LLC4,625$652.0K0.04%––
Leavell Investment Management, Inc.4,584$650.0K0.05%––