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
Jeereddi Investments, LP	11,100	$1.57M	1.15%	–	–
Rothschild Investment Corp	11,145	$1.58M	0.14%	–	–
QS Investors, LLC	11,175	$1.58M	0.02%	–	–
Citizens Business Bank	11,200	$1.58M	0.22%	–	–
Private Wealth Partners, LLC	11,213	$1.59M	0.17%	–	–
Valeo Financial Advisors, LLC	11,280	$1.59M	0.07%	–	–
TD Private Client Wealth LLC	11,365	$1.61M	0.08%	–	–
Dynamic Advisor Solutions LLC	11,371	$1.61M	0.15%	–	–
Frontier Wealth Management LLC	11,417	$1.61M	0.12%	–	–
American Portfolios Advisors	11,449	$1.62M	0.07%	–	–
Bluestein R H & Co	11,455	$1.62M	0.07%	–	–
Bailard, Inc.	11,466	$1.62M	0.06%	–	–
Employers Holdings, Inc.	11,501	$1.63M	0.96%	–	–
Budros, Ruhlin & Roe, Inc.	11,555	$1.63M	0.20%	–	–
Pinnacle Wealth Management Advisory Group, LLC	11,554	$1.63M	0.46%	–	–
Gamble Jones Investment Counsel	11,567	$1.64M	0.11%	–	–
Pinnacle Holdings, LLC	11,586	$1.64M	0.76%	–	–
Lindsell Train LtdSuperinvestorLindsell Train	11,600	$1.64M	0.02%	–	–
Fairfield, Bush & Co.	11,625	$1.64M	0.47%	–	–
Canandaigua National Corp	11,677	$1.65M	0.28%	–	–
JustInvest LLC	11,736	$1.66M	0.25%	–	–
Sandhill Capital Partners LLC	11,754	$1.66M	0.14%	–	–
CSM Advisors, LLC	11,809	$1.67M	0.23%	–	–
Change Path, LLC	11,836	$1.67M	0.13%	–	–
Smith, Salley & Associates	11,857	$1.68M	0.15%	–	–
Wilbanks Smith & Thomas Asset Management LLC	11,878	$1.68M	0.07%	–	–
RMB Capital Management, LLC	11,890	$1.68M	0.06%	–	–
MainStreet Investment Advisors LLC	11,896	$1.68M	0.14%	–	–
Fruth Investment Management	11,900	$1.68M	0.53%	–	–
Lowe Brockenbrough & Co Inc	11,910	$1.69M	0.16%	–	–
Bull Street Advisors, LLC	11,935	$1.69M	0.95%	–	–
O'Shaughnessy Asset Management, LLC	11,944	$1.69M	0.04%	–	–
Cornerstone Advisors, LLC	12,000	$1.70M	0.15%	–	–
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	12,094	$1.71M	0.17%	–	–
Amica Retiree Medical Trust	12,128	$1.72M	1.16%	–	–
Vestcor Inc	12,142	$1.72M	0.06%	–	–
Kanawha Capital Management LLC	12,224	$1.73M	0.17%	–	–
Resonant Capital Advisors, LLC	12,216	$1.73M	0.36%	–	–
High Pointe Capital Management LLC	12,268	$1.74M	1.52%	–	–
Flputnam Investment Management Co	12,285	$1.74M	0.08%	–	–
Arden Trust Co	12,289	$1.74M	0.29%	–	–
Osborne Partners Capital Management, LLC	12,311	$1.74M	0.16%	–	–
Mitchell McLeod Pugh & Williams Inc	12,431	$1.76M	0.74%	–	–
Jane Street Group, LLC	12,505	$1.77M	0.00%	–	–
Jump Financial, LLC	12,509	$1.77M	0.17%	–	–
Aviance Capital Partners, LLC	12,532	$1.77M	0.34%	–	–
KCM Investment Advisors LLC	12,564	$1.78M	0.08%	–	–
Robinson Value Management, Ltd.	12,564	$1.78M	1.46%	–	–
Cape Cod Five Cents Savings Bank	12,586	$1.78M	0.19%	–	–
NEXT Financial Group, Inc	12,682	$1.79M	0.16%	–	–
Centiva Capital, LP	12,729	$1.80M	0.25%	–	–
Greenleaf Trust	12,802	$1.81M	0.02%	–	–
Gilman Hill Asset Management, LLC	12,809	$1.81M	0.50%	–	–
Marshall Wace, LLP	12,941	$1.83M	0.01%	–	–
Weld Capital Management LLC	13,095	$1.85M	0.78%	–	–
Aristotle Capital Management, LLC	13,200	$1.87M	0.00%	–	–
Doheny Asset Management	13,248	$1.87M	1.27%	–	–
Advisory Services Network, LLC	13,243	$1.87M	0.07%	–	–
Ashfield Capital Partners, LLC	13,256	$1.88M	0.15%	–	–
Welch Group, LLC	13,262	$1.88M	0.14%	–	–
Simplex Trading, LLC	13,454	$1.90M	0.11%	–	–
Arcus Capital Partners, LLC	13,541	$1.92M	0.15%	–	–
Scotia Capital Inc.	13,623	$1.93M	0.02%	–	–
Strategic Wealth Designers	13,630	$1.93M	0.92%	–	–
Boston Family Office LLC	13,663	$1.93M	0.14%	–	–
BLB&B Advisors, LLC	13,659	$1.93M	0.15%	–	–
Modera Wealth Management, LLC	13,663	$1.93M	0.13%	–	–
Sheaff Brock Investment Advisors, LLC	13,665	$1.93M	0.21%	–	–
Fort Sheridan Advisors LLC	13,800	$1.95M	0.77%	–	–
Profund Advisors LLC	13,811	$1.95M	0.08%	–	–
Buckingham Strategic Wealth, LLC	13,931	$1.97M	0.10%	–	–
Advisory Research Inc	13,955	$1.97M	0.14%	–	–
Trexquant Investment LP	13,949	$1.97M	0.18%	–	–
Jackson Square Capital, LLC	13,947	$1.97M	0.75%	–	–
SOL Capital Management CO	13,953	$1.97M	0.42%	–	–
Glenview Trust Co	13,995	$1.98M	0.09%	–	–
BBR Partners, LLC	14,097	$1.99M	0.16%	–	–
Wealthspire Advisors, LLC	14,125	$2.00M	0.05%	–	–
Benedict Financial Advisors Inc	14,154	$2.00M	0.58%	–	–
Godshalk Welsh Capital Management, Inc.	14,159	$2.00M	1.40%	–	–
Icon Advisers Inc	14,200	$2.01M	0.31%	–	–
South State Corp.	14,205	$2.01M	0.19%	–	–
Sawyer & Company, Inc	14,243	$2.02M	1.00%	–	–
Signet Investment Advisory Group, Inc.	14,253	$2.02M	1.56%	–	–
Private Asset Management Inc	14,299	$2.02M	0.28%	–	–
Guardian Capital LP	14,318	$2.02M	0.03%	–	–
BKD Wealth Advisors, LLC	14,383	$2.03M	0.10%	–	–
Bank Julius Baer & Co. Ltd, Zurich	14,490	$2.05M	0.02%	–	–
HBK Sorce Advisory LLC	14,644	$2.07M	0.12%	–	–
Pettee Investors, Inc.	14,656	$2.07M	1.00%	–	–
Stableford Capital II LLC	14,803	$2.09M	1.06%	–	–
Selway Asset Management	14,975	$2.12M	1.23%	–	–
Jacobi Capital Management LLC	14,973	$2.12M	0.31%	–	–
Independent Investors Inc	15,014	$2.12M	0.56%	–	–
Solitude Financial Services	15,028	$2.13M	1.71%	–	–
Van Eck Associates Corp	15,195	$2.15M	0.01%	–	–
Washington Trust Co	15,286	$2.16M	0.07%	–	–
Investment Counsel Inc.	15,458	$2.19M	1.54%	–	–
LS Investment Advisors, LLC	15,459	$2.19M	0.12%	–	–
Valueworks LLC	15,475	$2.19M	1.24%	–	–