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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
HC Advisors, LLC2,125$301.0K0.19%––
Harbor Investment Advisory, LLC2,119$300.0K0.05%––
Delta Investment Management, LLC2,115$299.0K0.10%––
Yorktown Management & Research Co Inc2,110$298.0K0.25%––
Cape Ann Savings Bank2,100$297.0K0.21%––
Charles Schwab Trust Co2,050$296.0K0.06%––
Davidson Trust Co2,088$295.0K0.25%––
Mechanics Bank Trust Department2,078$294.0K0.05%––
Bulltick Wealth Management, LLC2,074$293.4K0.08%––
Chesapeake Wealth Management2,073$293.0K0.10%––
Essex Savings Bank2,168$293.0K0.13%––
Procyon Private Wealth Partners, LLC2,069$293.0K0.13%––
Capital Asset Advisory Services LLC2,054$291.0K0.04%––
Greylin Investment Mangement Inc2,050$290.0K0.06%––
Highland Private Wealth Management2,045$290.0K0.05%––
Pacitti Group Inc.2,050$290.0K0.19%––
Oliver Luxxe Assets LLC2,041$289.0K0.09%––
Bremer Bank National Association2,049$289.0K0.07%––
Transcend Wealth Collective, LLC2,042$289.0K0.03%––
Paloma Partners Management Co2,034$288.0K0.01%––
Hall Laurie J Trustee2,034$288.0K0.11%––
Probity Advisors, Inc.2,026$287.0K0.06%––
Apollon Wealth Management, LLC2,031$287.0K0.06%––
Stratos Wealth Advisors, LLC2,018$285.0K0.03%––
Centerpoint Advisors, LLC2,018$285.0K0.17%––
Ellevest, Inc.2,010$284.0K0.03%––
Physicians Financial Services, Inc.2,000$283.0K0.12%––
Harbor Advisors LLC2,000$283.0K0.06%––
BDO Wealth Advisors, LLC1,994$282.0K0.03%––
InterOcean Capital Group, LLC1,994$282.0K0.02%––
Toth Financial Advisory Corp1,982$280.0K0.04%––
MCF Advisors LLC1,981$280.0K0.03%––
Wealthcare Advisory Partners LLC1,983$280.0K0.02%––
Washington Trust Bank1,973$279.0K0.03%––
Perennial Investment Advisors, LLC1,973$279.0K0.11%––
Merit Financial Group, LLC1,967$278.0K0.03%––
Hallmark Capital Management Inc1,955$277.0K0.02%––
Truvestments Capital LLC1,959$277.0K0.16%––
Ausdal Financial Partners, Inc.1,952$276.0K0.05%––
Founders Financial Alliance, LLC1,798$275.0K0.14%––
Dearborn Partners LLC1,935$274.0K0.01%––
Independent Family Office, LLC1,932$273.0K0.11%––
Tradition Wealth Management, LLC1,929$273.0K0.05%––
Windsor Capital Management, LLC1,926$272.0K0.09%––
Capital Analysts, LLC1,921$272.0K0.02%––
Stockman Wealth Management, Inc.1,915$271.0K0.08%––
Knightsbridge Asset Management, LLC1,908$270.0K0.11%––
Trellis Advisors, LLC1,906$270.0K0.15%––
Wolverine Asset Management LLC1,907$269.0K0.00%––
Schneider Downs Wealth Management Advisors, LP1,903$269.0K0.07%––
Comerica Securities,inc.1,890$268.0K0.02%––
Sawtooth Solutions, LLC1,893$268.0K0.06%––
Private Capital Management LLC1,894$268.0K0.14%––
Axiom Financial Strategies, LLC1,898$268.0K0.13%––
Fiera Capital Corp1,500$267.0K0.00%––
Adirondack Trust Co1,880$265.0K0.14%––
Baltimore-Washington Financial Advisors, Inc.1,877$265.0K0.03%––
Private Ocean, LLC1,876$265.0K0.05%––
Windsor Group LTD1,872$265.0K0.06%––
Tudor Investment Corp Et Al1,870$264.0K0.01%––
Parsec Financial Management, Inc.1,863$264.0K0.01%––
Titus Wealth Management18,699$264.0K0.15%––
Washington Capital Management Inc1,862$263.0K0.24%––
MEMBERS Trust Co1,856$263.0K0.01%––
Glenview State Bank Trust Dept.1,858$262.0K0.08%––
Nottingham Advisors, Inc.1,842$261.0K0.03%––
Proficio Capital Partners LLC1,830$259.0K0.03%––
Carnegie Capital Asset Management, LLC1,822$258.0K0.01%––
Aptus Capital Advisors, LLC1,816$258.0K0.01%––
Verity & Verity, LLC1,624$257.0K0.04%––
Raffa Wealth Management, LLC1,813$256.4K0.09%––
Farr Miller & Washington LLC1,804$255.0K0.02%––
Weybosset Research & Management LLC1,800$255.0K0.11%––
Northside Capital Management, LLC1,805$255.0K0.07%––
Camarda Financial Advisors, LLC1,788$253.0K0.18%––
Bahl & Gaynor Inc1,778$252.0K0.00%––
Liberty Wealth Management LLC2,160$252.0K0.12%––
Trillium Asset Management, LLC1,772$251.0K0.01%––
Lafayette Investments, Inc.1,774$251.0K0.08%––
Granite Investment Advisors, LLC1,772$251.0K0.04%––
Foster & Motley Inc1,768$250.0K0.02%––
Patton Albertson Miller Group, LLC1,769$250.0K0.06%––
HCR Wealth Advisors1,765$250.0K0.05%––
HHM Wealth Advisors, LLC1,771$250.0K0.08%––
Zevenbergen Capital Investments LLC1,760$249.0K0.00%––
Dumont & Blake Investment Advisors LLC1,760$249.0K0.08%––
Kelman-Lazarov, Inc.1,750$248.0K0.09%––
Ferris Capital, LLC1,753$248.0K0.06%––
Wealthquest Corp1,719$243.0K0.05%––
CPWM, LLC1,708$242.0K0.02%––
Investors Research Corp1,713$242.0K0.09%––
Flagship Private Wealth, LLC1,653$241.6K0.20%––
Perpetual Investment Management Ltd1,710$241.0K0.04%––
FinTrust Capital Advisors, LLC1,688$239.0K0.07%––
Sittner & Nelson, LLC1,684$238.0K0.18%––
Gsa Capital Partners LLP1,673$237.0K0.04%––
Michael B. Yongue1,675$237.0K0.19%––
Asset Advisors Investment Management, LLC1,600$236.0K0.03%––
Lineweaver Wealth Advisors, LLC1,670$236.0K0.08%––
First Midwest Bank Trust Division1,661$235.0K0.03%––