American Express Company
US ˙ NYSE ˙ US0258161092

SecurityAXP / American Express Company
InstitutionSavant Capital, LLC
Latest Disclosed Ownership30,774 shares
Latest Disclosed Value $ 9,308,480
Savant Capital, LLC reports 22.80% increase in ownership of AXP / American Express Company

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 30,774 shares of American Express Company (US:AXP) valued at $9,308,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 25,060 shares of American Express Company. This represents a change in shares of 22.80% during the quarter. The current value of the position is $9,560,251 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F AMERICAN EXPRESS COM 025816109 30,774 5,714 22.80 9,308 0.41 0.0450
2026-02-10 2025-12-31 13F AMERICAN EXPRESS COM 025816109 25,060 -983 -3.77 9,271 7.17 0.0527
2026-03-04 2025-09-30 13F/A-1 AMERICAN EXPRESS COM 025816109 26,043 810 3.21 8,651 7.48 0.0525
2025-11-05 2025-09-30 13F AMERICAN EXPRESS COM 025816109 40,483 751 13,447 0.0711
2026-03-04 2025-06-30 13F/A-1 AMERICAN EXPRESS COM 025816109 25,233 1,063 4.40 8,049 23.78 0.0578
2025-08-06 2025-06-30 13F AMERICAN EXPRESS COM 025816109 39,732 -1,286 12,674 0.0786
2026-03-04 2025-03-31 13F/A-1 AMERICAN EXPRESS COM 025816109 24,170 -17,149 -41.50 6,503 -46.98 0.0551
2025-05-08 2025-03-31 13F AMERICAN EXPRESS COM 025816109 41,018 -301 11,036 0.0800
2025-01-29 2024-12-31 13F AMERICAN EXPRESS COM 025816109 41,319 156 0.38 12,263 9.85 0.0964
2024-11-04 2024-09-30 13F AMERICAN EXPRESS COM 025816109 41,163 3,958 10.64 11,163 29.59 0.0927
2024-08-05 2024-06-30 13F AMERICAN EXPRESS COM 025816109 37,205 -487 -1.29 8,615 0.37 0.0862
2024-05-06 2024-03-31 13F AMERICAN EXPRESS COM 025816109 37,692 -2,047 -5.15 8,582 15.29 0.0985
2024-02-05 2023-12-31 13F AMERICAN EXPRESS COM 025816109 39,739 2,219 5.91 7,445 33.00 0.0960
2023-11-07 2023-09-30 13F AMERICAN EXPRESS COM 025816109 37,520 936 2.56 5,598 -12.16 0.0835
2023-08-04 2023-06-30 13F AMERICAN EXPRESS COM 025816109 36,584 24,397 200.19 6,373 217.01 0.0997
2023-05-03 2023-03-31 13F AMERICAN EXPRESS COM 025816109 12,187 1,032 9.25 2,010 27.05 0.0374
2023-02-13 2022-12-31 13F/A-1 AMERICAN EXPRESS COM 025816109 11,155 587 5.55 1,583 10.94 0.0387
2023-02-07 2022-12-31 13F AMERICAN EXPRESS COM 025816109 11,155 587 1,583 0.0386
2022-10-31 2022-09-30 13F AMERICAN EXPRESS COM 025816109 10,568 -88 -0.83 1,426 -3.45 0.0444
2022-07-22 2022-06-30 13F AMERICAN EXPRESS COM 025816109 10,656 725 7.30 1,477 -20.46 0.0448
2022-05-05 2022-03-31 13F AMERICAN EXPRESS COM 025816109 9,931 446 4.70 1,857 19.65 0.0608
2022-02-08 2021-12-31 13F AMERICAN EXPRESS COM 025816109 9,485 357 3.91 1,552 1.50 0.0502
2021-11-12 2021-09-30 13F AMERICAN EXPRESS COM 025816109 9,128 75 0.83 1,529 2.21 0.0558
2021-08-04 2021-06-30 13F AMERICAN EXPRESS COM 025816109 9,053 140 1.57 1,496 18.64 0.0604
2021-05-04 2021-03-31 13F AMERICAN EXPRESS COM 025816109 8,913 -189 -2.08 1,261 14.53 0.0676
2021-02-03 2020-12-31 13F AMERICAN EXPRESS COM 025816109 9,102 -1,804 -16.54 1,101 0.73 0.0641
2020-11-04 2020-09-30 13F AMERICAN EXPRESS COM 025816109 10,906 -98 -0.89 1,093 4.29 0.0748
2020-08-11 2020-06-30 13F AMERICAN EXPRESS COM 025816109 11,004 464 4.40 1,048 16.19 0.0794
2020-04-30 2020-03-31 13F AMERICAN EXPRESS COM 025816109 10,540 2,269 27.43 902 -12.43 0.0856
2020-01-31 2019-12-31 13F AMERICAN EXPRESS COM 025816109 8,271 349 4.41 1,030 9.93 0.1263
2019-11-12 2019-09-30 13F AMERICAN EXPRESS COM 025816109 7,922 120 1.54 937 -2.70 0.1301
2019-08-06 2019-06-30 13F AMERICAN EXPRESS COM 025816109 7,802 0 0.00 963 12.90 0.1357
2019-05-02 2019-03-31 13F AMERICAN EXPRESS COM 025816109 7,802 100 1.30 853 16.21 0.1601
2019-02-05 2018-12-31 13F AMERICAN EXPRESS COM 025816109 7,702 -235 -2.96 734 -13.14 0.1537
2018-10-22 2018-09-30 13F AMERICAN EXPRESS COM 025816109 7,937 0 0.00 845 8.61 0.1517
2018-08-07 2018-06-30 13F AMERICAN EXPRESS COM 025816109 7,937 -162 -2.00 778 3.05 0.1662
2018-04-27 2018-03-31 13F AMERICAN EXPRESS COM 025816109 8,099 237 3.01 755 -3.33 0.1592
2018-01-30 2017-12-31 13F AMERICAN EXPRESS COM 025816109 7,862 195 2.54 781 12.54 0.1643
2017-10-31 2017-09-30 13F AMERICAN EXPRESS COM 025816109 7,667 27 0.35 694 7.76 0.1557
2017-08-03 2017-06-30 13F AMERICAN EXPRESS COM 025816109 7,640 518 7.27 644 14.39 0.1521
2017-05-09 2017-03-31 13F AMERICAN EXPRESS COM 025816109 7,122 78 1.11 563 7.85 0.1392
2017-01-11 2016-12-31 13F AMERICAN EXPRESS COM 025816109 7,044 39 0.56 522 16.26 0.1402
2016-10-28 2016-09-30 13F AMERICAN EXPRESS COM 025816109 7,005 -370 -5.02 449 0.22 0.1234
2016-07-28 2016-06-30 13F AMERICAN EXPRESS COM 025816109 7,375 70 0.96 448 -0.22 0.1281
2016-05-11 2016-03-31 13F AMERICAN EXPRESS COM 025816109 7,305 -425 -5.50 449 -16.54 0.1364
2016-02-02 2015-12-31 13F AMERICAN EXPRESS COM 025816109 7,730 829 12.01 538 5.08 0.1678
2015-11-06 2015-09-30 13F AMERICAN EXPRESS COM 025816109 6,901 466 7.24 512 2.40 0.1833
2015-08-11 2015-06-30 13F AMERICAN EXPRESS COM 025816109 6,435 -66 -1.02 500 -1.57 0.1682
2015-05-13 2015-03-31 13F AMERICAN EXPRESS COM 025816109 6,501 18 0.28 508 -15.75 0.1799
2015-02-09 2014-12-31 13F AMERICAN EXPRESS COM 025816109 6,483 580 9.83 603 16.63 0.2284
2014-10-28 2014-09-30 13F AMERICAN EXPRESS COM 025816109 5,903 -10 -0.17 517 -7.84 0.2198
2014-08-05 2014-06-30 13F AMERICAN EXPRESS COM 025816109 5,913 -52 -0.87 561 4.47 0.2426
2014-05-13 2014-03-31 13F AMERICAN EXPRESS COM 025816109 5,965 -154 -2.52 537 -3.24 0.2488
2014-01-28 2013-12-31 13F AMERICAN EXPRESS COM 025816109 6,119 164 2.75 555 23.33 0.2720
2013-11-01 2013-09-30 13F AMERICAN EXPRESS COM 025816109 5,955 -110 -1.81 450 -0.66 0.2450
2013-07-29 2013-06-30 13F AMERICAN EXPRESS COM 025816109 6,065 6,065 453 0.2628
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.