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: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 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 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$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
Key Financial Inc1,023$145.0K0.10%––
Certified Advisory Corp1,020$144.0K0.04%––
Atlas Private Wealth Advisors1,018$144.0K0.08%––
Centaurus Financial, Inc.1,014$143.0K0.01%––
Close Asset Management Ltd1,001$142.0K0.01%––
Legacy Bridge, LLC1,000$141.0K0.09%––
Mine & Arao Wealth Creation & Management, LLC.1,000$141.0K0.09%––
Lindbrook Capital, LLC978$138.0K0.03%––
Zions Bancorporation, N.A.965$136.0K0.02%––
Assetmark, Inc916$130.0K0.00%––
Prestige Wealth Management Group LLC923$130.0K0.04%––
Providence Capital Advisors, LLC906$128.0K0.05%––
Archer Investment Corp900$127.3K0.05%––
JFS Wealth Advisors, LLC890$126.0K0.03%––
Lenox Wealth Advisors, LLC884$125.0K0.02%––
Avion Wealth887$125.0K0.04%––
Jones Financial Companies LLLP875$124.0K0.00%––
Bellwether Advisors, LLC866$124.0K0.05%––
Financial Management Professionals, Inc.850$120.0K0.03%––
Freedman Financial Associates, Inc.849$120.0K0.10%––
Ancora Advisors, LLC796$113.0K0.00%––
First Financial Corp795$112.0K0.08%––
Sirios Capital Management L P783$111.0K0.01%––
Mascoma Wealth Management LLC785$111.0K0.05%––
Endurance Wealth Management, Inc.775$110.0K0.01%––
Savior LLC773$109.0K0.11%––
Kelly Financial Services LLC762$107.7K0.07%––
Highlander Capital Management, LLC750$106.0K0.06%––
Versant Capital Management, Inc750$106.0K0.04%––
Pinnacle Bancorp, Inc.745$105.0K0.05%––
Tarbox Family Office, Inc.731$103.0K0.02%––
BerganKDV Wealth Management, LLC721$102.0K0.01%––
Baron Financial Group, LLC721$102.0K0.07%––
Dividend Assets Capital, LLC715$101.0K0.02%––
Norway Savings Bank714$101.0K0.05%––
Better Money Decisions, LLC717$101.0K0.10%––
Rock Creek Group, LP708$100.0K0.02%––
Bollard Group LLC696$98.0K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA688$97.0K0.07%––
Gemmer Asset Management LLC681$96.0K0.02%––
Total Clarity Wealth Management, Inc.676$96.0K0.06%––
First Horizon Corp672$95.0K0.01%––
Elmwood Wealth Management, Inc.675$95.0K0.06%––
State of Wyoming673$95.0K0.16%––
Logan Capital Management Inc665$94.0K0.00%––
Tacita Capital Inc665$94.0K0.06%––
CVA Family Office, LLC659$93.0K0.04%––
CKW Financial Group650$92.0K0.02%––
Kayne Anderson Rudnick Investment Management LLC635$90.0K0.00%––
Tradewinds Capital Management, LLC632$89.0K0.02%––
Benjamin Edwards Inc600$85.0K0.06%––
Orion Capital Management LLC600$85.0K0.06%––
American State Bank (Iowa)600$84.9K0.07%––
Lumature Wealth Partners, LLC579$82.0K0.04%––
Prentice Wealth Management LLC564$80.0K0.04%––
Westchester Capital Management, Inc.560$79.0K0.02%––
WealthShield Partners, LLC551$78.0K0.01%––
Coastal Capital Group, Inc.549$78.0K0.02%––
Hoover Financial Advisors, Inc.500$77.0K0.01%––
Enterprise Financial Services Corp537$75.0K0.01%––
Riggs Asset Managment Co. Inc.525$74.0K0.02%––
AlphaMark Advisors, LLC518$73.0K0.03%––
Walled Lake Planning & Wealth Management, LLC519$73.0K0.05%––
Harvest Fund Management Co., Ltd509$72.0K0.01%––
Pittenger & Anderson Inc500$71.0K0.00%––
Rocky Mountain Advisers, LLC500$71.0K0.10%––
Baystate Wealth Management LLC503$71.0K0.01%––
PrairieView Partners, LLC500$71.0K0.01%––
Banco de Sabadell, S.A500$71.0K0.01%––
FourThought Financial, LLC508$71.0K0.01%––
Farmers & Merchants Investments Inc493$70.0K0.00%––
JCIC Asset Management Inc.484$68.0K0.02%––
Carmichael Hill & Associates, Inc.471$67.0K0.04%––
Tobam468$66.0K0.00%––
Pacific Center for Financial Services466$66.0K0.03%––
Manchester Financial Inc454$64.0K0.03%––
Creative Financial Designs Inc424$60.0K0.01%––
West Paces Advisors Inc.421$59.5K0.02%––
Field & Main Bank400$57.0K0.04%––
ShoreHaven Wealth Partners, LLC400$57.0K0.03%––
Gleason Group, Inc.391$55.0K0.02%––
Ironwood Wealth Management, Inc.377$53.0K0.04%––
TD Ameritrade Investment Management, LLC432$52.0K0.00%––
Johnson Financial Group, Inc.372$52.0K0.00%––
Edge Wealth Management LLC370$52.0K0.01%––
Charter Oak Capital Management, LLC365$52.0K0.01%––
Ironwood Financial, llc343$49.0K0.02%––
Northwest Investment Counselors, LLC341$48.0K0.01%––
FAI Wealth Management340$48.0K0.04%––
San Francisco Sentry Investment Group (Ca)335$48.0K0.02%––
Marquette Asset Management, LLC326$46.0K0.01%––
Column Capital Advisors, LLC323$46.0K0.01%––
Lee Financial Co300$42.0K0.01%––
Sageworth Trust Co295$42.0K0.00%––
Timber Creek Capital Management LLC300$42.0K0.02%––
Joseph P. Lucia & Associates, LLC300$42.0K0.02%––
Bellevue Asset Management, LLC300$42.0K0.03%––
Earnest Partners LLC293$41.0K0.00%––
Sonora Investment Management, LLC288$41.0K0.00%––
Plante Moran Financial Advisors, LLC293$41.0K0.01%––