American Express Co

AXP

Exchange: NYSE
Industry: Finance Services
SEC CIK: 0000004962

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $96.5B

Institutions holding AXP and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,022	$195.1B
Q1 2026	2,912	$174.8B
Q4 2025	3,043	$216.8B
Q3 2025	2,758	$193.4B
Q2 2025	2,719	$189.9B
Q1 2025	2,627	$160.7B
Q4 2024	2,642	$177.5B
Q3 2024	2,459	$160.6B
Q2 2024	2,349	$139.8B
Q1 2024	2,316	$139.5B
Q4 2023	2,192	$114.5B
Q3 2023	2,003	$91.3B
Q2 2023	2,048	$107.9B
Q1 2023	2,056	$102.9B
Q4 2022	2,008	$92.3B
Q3 2022	1,919	$85.1B
Q2 2022	1,975	$88.0B
Q1 2022	2,067	$120.0B
Q4 2021	2,005	$106.1B
Q3 2021	1,879	$111.2B
Q2 2021	1,851	$112.6B
Q1 2021	1,781	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Fulton Bank, N.A.	8,450	$1.20M	0.06%	–	–
Everett Harris & Co	8,453	$1.20M	0.02%	–	–
Okabena Investment Services Inc	8,462	$1.20M	0.64%	–	–
Voya Financial Advisors, Inc.	8,366	$1.20M	0.05%	–	–
Barometer Capital Management Inc.	8,530	$1.21M	0.20%	–	–
Auxier Asset Management	8,558	$1.21M	0.21%	–	–
Insight Advisors, LLC	7,895	$1.21M	0.38%	–	–
Hudson Valley Investment Advisors Inc	8,600	$1.22M	0.22%	–	–
Raab & Moskowitz Asset Management LLC	8,644	$1.22M	0.48%	–	–
TCF National Bank	8,645	$1.22M	0.14%	–	–
Thompson Investment Management, Inc.	8,685	$1.23M	0.19%	–	–
Conning Inc.	8,694	$1.23M	0.04%	–	–
GWM Advisors LLC	8,695	$1.23M	0.04%	–	–
Center for Financial Planning, Inc.	8,732	$1.24M	0.32%	–	–
Keebeck Wealth Management, LLC	8,748	$1.24M	0.19%	–	–
Invst, LLC	8,105	$1.24M	0.21%	–	–
Evermay Wealth Management LLC	8,831	$1.25M	0.25%	–	–
Palisade Asset Management, LLC	8,832	$1.25M	0.16%	–	–
SeaCrest Wealth Management, LLC	8,879	$1.26M	0.17%	–	–
Savant Capital, LLC	8,913	$1.26M	0.07%	–	–
Boltwood Capital Management	8,951	$1.27M	0.56%	–	–
J. W. Coons Advisors, LLC	9,003	$1.27M	0.45%	–	–
NTV Asset Management LLC	9,025	$1.28M	0.24%	–	–
Wright Investors Service Inc	9,080	$1.28M	0.39%	–	–
Beaumont Financial Partners, LLC	9,105	$1.29M	0.11%	–	–
Rehmann Capital Advisory Group	9,181	$1.29M	0.13%	–	–
Geneos Wealth Management Inc.	8,431	$1.29M	0.04%	–	–
Snow Capital Management LP	9,154	$1.29M	0.19%	–	–
Community Bank, N.A.	9,160	$1.29M	0.16%	–	–
Smithfield Trust Co	9,164	$1.30M	0.09%	–	–
Walter & Keenan Financial Consulting Co	9,200	$1.30M	0.46%	–	–
Trustcore Financial Services, LLC	9,211	$1.30M	0.15%	–	–
Brown Advisory Securities, LLC	9,258	$1.31M	0.22%	–	–
Marble Harbor Investment Counsel, LLC	9,263	$1.31M	0.18%	–	–
Evoke Wealth, LLC	9,257	$1.31M	0.06%	–	–
USA Financial Portformulas Corp	9,295	$1.31M	1.07%	–	–
Bryn Mawr Trust Co	9,308	$1.32M	0.05%	–	–
BI Asset Management Fondsmaeglerselskab A/S	9,307	$1.32M	0.05%	–	–
FineMark National Bank & Trust	9,311	$1.32M	0.06%	–	–
Gateway Investment Advisers LLC	9,324	$1.32M	0.01%	–	–
Ameritas Investment Partners, Inc.	9,355	$1.32M	0.05%	–	–
Carl P. Sherr & Co., LLC	9,393	$1.33M	1.00%	–	–
Grimes & Company, Inc.	9,404	$1.33M	0.06%	–	–
American National Registered Investment Advisor, Inc.	9,418	$1.33M	0.52%	–	–
Simmons Bank	9,452	$1.34M	0.10%	–	–
Caldwell Trust Co	9,473	$1.34M	0.19%	–	–
Beacon Financial Group	10,871	$1.35M	0.21%	–	–
Illinois Municipal Retirement Fund	9,542	$1.35M	0.06%	–	–
ACG Wealth	9,543	$1.35M	0.18%	–	–
Stokes Family Office, LLC	9,607	$1.36M	0.21%	–	–
IndexIQ Advisors LLC	9,688	$1.37M	0.05%	–	–
Massmutual Trust Co FSB	9,724	$1.38M	0.06%	–	–
Heritage Wealth Management, LLC	9,749	$1.38M	0.78%	–	–
Bradley & Co. Private Wealth Management, LLC	9,803	$1.39M	1.28%	–	–
Allstate Corp	9,842	$1.39M	0.04%	–	–
Cresset Asset Management, LLC	9,811	$1.39M	0.02%	–	–
Knuff & Co LLC	9,855	$1.39M	0.60%	–	–
Anchor Investment Management, LLC	9,900	$1.40M	0.21%	–	–
Abundance Wealth Counselors	9,956	$1.41M	0.35%	–	–
Sovarnum Capital L.P.	10,000	$1.41M	1.07%	–	–
Hyman Charles D	10,004	$1.42M	0.10%	–	–
Cetera Advisors LLC	10,042	$1.42M	0.04%	–	–
Livforsakringsbolaget Skandia, Omsesidigt	10,040	$1.42M	0.10%	–	–
Assenagon Asset Management S.A.	10,046	$1.42M	0.01%	–	–
Regentatlantic Capital LLC	10,087	$1.43M	0.05%	–	–
Corient Capital Partners, LLC	10,090	$1.43M	0.12%	–	–
Chicago Capital, LLC	10,104	$1.43M	0.06%	–	–
Buckley Wealth Management, LLC	10,116	$1.43M	0.53%	–	–
St. Johns Investment Management Company, LLC	10,128	$1.43M	0.82%	–	–
Dakota Wealth Management	10,145	$1.44M	0.19%	–	–
Veriti Management LLC	10,161	$1.44M	0.38%	–	–
Meitav Dash Investments Ltd	10,125	$1.44M	0.05%	–	–
Ingalls & Snyder LLC	10,189	$1.44M	0.07%	–	–
Spirit of America Management Corp	10,250	$1.45M	0.34%	–	–
Personal Capital Advisors Corp	10,312	$1.46M	0.01%	–	–
Berkshire Asset Management LLC	10,328	$1.46M	0.11%	–	–
Venture Visionary Partners LLC	10,350	$1.46M	0.12%	–	–
Woodstock Corp	10,353	$1.46M	0.19%	–	–
Lincoln Capital LLC	10,357	$1.47M	0.46%	–	–
Inlet Private Wealth, LLC	10,403	$1.47M	0.42%	–	–
Hartline Investment Corp	10,466	$1.48M	0.23%	–	–
Institute for Wealth Management, LLC.	10,491	$1.48M	0.28%	–	–
McMillion Capital Management Inc	10,526	$1.49M	0.87%	–	–
Greenwood Gearhart Inc	10,618	$1.50M	0.27%	–	–
Nicholas Hoffman & Company, LLC.	10,658	$1.51M	0.30%	–	–
E Fund Management Co., Ltd.	10,685	$1.51M	0.12%	–	–
Signature Wealth Management Group	10,687	$1.51M	0.89%	–	–
Loring Wolcott & Coolidge Fiduciary Advisors LLP	10,711	$1.51M	0.02%	–	–
Seeyond	10,732	$1.52M	0.15%	–	–
Union Heritage Capital, LLC	10,788	$1.52M	0.76%	–	–
Rathbone Brothers plc	10,789	$1.53M	0.02%	–	–
Intercontinental Wealth Advisors, LLC	10,837	$1.53M	0.33%	–	–
FOCUS Wealth Advisors, LLC	10,611	$1.53M	1.13%	–	–
Trustco Bank Corp N Y	10,875	$1.54M	1.29%	–	–
Avantax Advisory Services, Inc.	10,928	$1.55M	0.03%	–	–
Harbour Investments, Inc.	10,957	$1.55M	0.06%	–	–
True North Advisors, LLC	11,000	$1.55M	0.37%	–	–
Gifford Fong Associates	11,000	$1.56M	0.33%	–	–
Adviser Investments LLC	11,039	$1.56M	0.13%	–	–
Madison Wealth Management	11,050	$1.56M	0.39%	–	–