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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
Cipher Capital LP4,593$650.0K0.08%––
Legacy Advisors, LLC4,596$650.0K0.29%––
Level Four Advisory Services, LLC4,584$648.0K0.05%––
Sargent Investment Group, LLC4,584$648.0K0.17%––
Ameritas Investment Company, LLC4,555$644.2K0.06%––
Sound View Wealth Advisors Group, LLC4,544$643.0K0.15%––
Baker Avenue Asset Management, LP4,536$641.0K0.04%––
Spinnaker Trust4,520$639.0K0.05%––
B. Riley Wealth Management, Inc.4,481$634.0K0.07%––
Compagnie Lombard Odier SCmA4,480$634.0K0.01%––
Rockland Trust Co4,480$633.0K0.05%––
KCS Wealth Advisory4,456$630.0K0.33%––
Beaton Management Co. Inc.4,456$630.0K0.44%––
Allegheny Financial Group LTD4,453$630.0K0.46%––
Cypress Wealth Services, LLC4,443$628.0K0.13%––
Symphony Financial, Ltd. Co.4,289$627.0K0.17%––
First National Bank of Hutchinson4,412$624.0K0.31%––
GFG Capital, LLC4,406$623.0K0.22%––
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%––
Estabrook Capital Management4,355$616.0K0.09%––
IFG Advisors, LLC4,345$615.0K0.34%––
Prospera Financial Services Inc4,335$613.0K0.04%––
Park Avenue Securities LLC4,321$611.0K0.01%––
Bond & Devick Financial Network, Inc.4,319$611.0K0.57%––
Somerville Kurt F4,300$608.0K0.10%––
Shepherd Kaplan Krochuk, LLC4,300$608.0K0.24%––
Pinnacle Wealth Planning Services, Inc.4,295$607.0K0.16%––
Pekin Hardy Strauss, Inc.4,278$605.0K0.10%––
Optas, LLC4,266$604.0K0.19%––
Lyell Wealth Management, LP4,219$599.0K0.09%––
We Are One Seven, LLC4,235$599.0K0.10%––
Atlas Brown,Inc.4,227$598.0K0.28%––
Baldwin Investment Management, LLC4,210$595.0K0.11%––
Sun Life Financial INC4,197$593.0K0.05%––
Chemung Canal Trust Co4,167$590.0K0.12%––
Moneta Group Investment Advisors LLC4,171$590.0K0.03%––
Old National Bancorp4,155$587.0K0.02%––
Hills Bank & Trust Co4,133$585.0K0.09%––
Tortoise Index Solutions, LLC4,133$585.0K0.14%––
LGL Partners, LLC4,130$584.0K0.33%––
Golden State Wealth Management, LLC4,102$580.0K0.19%––
Interchange Capital Partners, LLC3,989$580.0K0.31%––
CX Institutional4,089$579.0K0.05%––
Princeton Global Asset Management LLC4,067$575.0K0.19%––
Venturi Wealth Management, LLC4,059$574.0K0.05%––
GoalVest Advisory LLC4,050$573.0K0.43%––
IFP Advisors, Inc4,046$571.0K0.01%––
Sowell Financial Services LLC3,628$569.0K0.02%––
Fukoku Mutual Life Insurance Co4,000$566.0K0.05%––
KB Financial Partners, LLC3,985$564.0K0.24%––
Trinity Legacy Partners, LLC3,732$560.0K0.22%––
Sullivan, Bruyette, Speros & Blaney, LLC3,954$559.0K0.02%––
Glassman Wealth Services3,944$558.0K0.12%––
VeraBank, N.A.3,943$558.0K0.36%––
NuWave Investment Management, LLC3,928$556.0K0.70%––
Acropolis Investment Management, LLC3,921$555.0K0.06%––
LVW Advisors, LLC3,908$553.0K0.11%––
Saybrook Capital3,900$552.0K0.17%––
Merrion Investment Management Co, LLC3,891$550.0K0.46%––
Cumberland Partners Ltd3,890$550.0K0.05%––
Intersect Capital LLC3,885$550.0K0.11%––
Beaumont Asset Management, L.L.C.3,886$549.0K0.46%––
Advisors Capital Management, LLC3,878$548.0K0.02%––
Kore Private Wealth LLC3,877$548.0K0.07%––
Benin Management CORP3,857$546.0K0.19%––
Eastern Bank3,848$545.0K0.03%––
IHT Wealth Management, LLC3,852$545.0K0.04%––
Stonebridge Capital Management Inc3,840$543.0K0.21%––
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%––
Credit Agricole S A3,810$539.0K0.02%––
Weik Capital Management3,810$539.0K0.23%––
Financial Management Network Inc3,472$537.0K0.28%––
Wealthsource Partners, LLC3,773$534.0K0.05%––
Arrow Financial Corp3,770$533.0K0.07%––
CoreFirst Bank & Trust3,766$533.0K0.37%––
CWM, LLC3,212$531.0K0.00%––
Sutton Wealth Advisors Inc.3,743$529.4K0.21%––
Oakworth Capital, Inc.3,744$529.0K0.06%––
Central Bank & Trust Co3,721$526.0K0.09%––
McIlrath & Eck, LLC3,709$525.0K0.18%––
GYL Financial Synergies, LLC3,680$521.0K0.29%––
Bristol John W & Co Inc3,670$519.0K0.01%––
Aries Wealth Management3,511$518.0K0.23%––
Bluefin Capital Management, LLC3,658$517.0K0.03%––
Resource Management, LLC3,658$517.0K0.06%––
Ipswich Investment Management Co., Inc.3,646$516.0K0.15%––
Accredited Investors Inc.3,639$515.0K0.07%––
Philadelphia Trust Co3,635$514.0K0.04%––
RB Capital Management, LLC3,634$514.0K0.23%––
Barton Investment Management3,625$513.0K0.05%––
Altfest L J & Co Inc3,622$512.0K0.12%––
Ferguson Wellman Capital Management, Inc3,592$508.0K0.02%––
Aspen Investment Management Inc3,588$507.0K0.28%––
Essex Financial Services, Inc.3,563$504.0K0.09%––
Hobart Private Capital, LLC3,560$503.6K0.21%––