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	2,913	$174.8B
Q4 2025	3,044	$216.8B
Q3 2025	2,759	$193.4B
Q2 2025	2,720	$189.9B
Q1 2025	2,628	$160.7B
Q4 2024	2,643	$177.5B
Q3 2024	2,460	$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
Goelzer Investment Management, Inc.	34,865	$4.93M	0.43%	–	–
Banque Cantonale Vaudoise	35,159	$4.97M	0.25%	–	–
Overbrook Management Corp	35,273	$4.99M	1.11%	–	–
Amalgamated Bank	35,733	$5.05M	0.19%	–	–
Capital International Inc	35,798	$5.06M	0.05%	–	–
Olstein Capital Management, L.P.	36,000	$5.09M	0.71%	–	–
SP Asset Management	33,150	$5.12M	0.64%	–	–
MML Investors Services, LLC	36,344	$5.14M	0.05%	–	–
Drexel Morgan & Co.	36,400	$5.15M	1.30%	–	–
Whittier Trust Co of Nevada Inc	36,776	$5.20M	0.23%	–	–
Pacer Advisors, Inc.	36,947	$5.23M	0.09%	–	–
RPG Investment Advisory, LLC	37,233	$5.27M	0.94%	–	–
Peapack Gladstone Financial Corp	37,236	$5.27M	0.14%	–	–
One Capital Management, LLC	37,290	$5.27M	0.58%	–	–
Central Trust Co	37,451	$5.30M	0.21%	–	–
Crossmark Global Holdings, Inc.	37,641	$5.32M	0.13%	–	–
NFJ Investment Group, LLC	37,732	$5.34M	0.11%	–	–
MKP Capital Management, L.L.C.	37,844	$5.35M	0.61%	–	–
1st Source Bank	38,184	$5.40M	0.36%	–	–
Norman Fields, Gottscho Capital Management, LLC	38,582	$5.46M	2.38%	–	–
Choate Investment Advisors	38,921	$5.50M	0.34%	–	–
Wealthfront Advisers LLC	39,023	$5.52M	0.03%	–	–
Chatham Capital Group, Inc.	39,140	$5.54M	1.16%	–	–
Haverford Trust Co	39,239	$5.55M	0.07%	–	–
Winslow Asset Management Inc	39,673	$5.61M	1.14%	–	–
Headinvest, LLC	39,719	$5.62M	1.15%	–	–
Long Corridor Asset Management Ltd	40,000	$5.66M	4.22%	–	–
Louisiana State Employees Retirement System	40,400	$5.71M	0.15%	–	–
Man Group plc	40,392	$5.71M	0.03%	–	–
Jacobs & Co	40,682	$5.75M	0.70%	–	–
Prio Wealth Limited Partnership	40,719	$5.76M	0.21%	–	–
Heritage Trust Co	40,928	$5.79M	0.88%	–	–
Chartwell Investment Partners, LLC	40,928	$5.79M	0.17%	–	–
Bell Asset Management Ltd	40,999	$5.80M	1.25%	–	–
Shelter Mutual Insurance Co	41,160	$5.82M	1.63%	–	–
Ironwood Investment Counsel, LLC	41,485	$5.87M	1.69%	–	–
Ossiam	41,631	$5.89M	0.18%	–	–
Kentucky Retirement Systems	41,640	$5.89M	0.29%	–	–
New Mexico Educational Retirement Board	41,763	$5.91M	0.23%	–	–
Financial Avengers, Inc.	41,848	$5.92M	4.43%	–	–
Norinchukin Bank, The	41,901	$5.93M	0.08%	–	–
Tiaa, FSB	42,359	$5.99M	0.02%	–	–
Kestra Advisory Services, LLC	42,369	$5.99M	0.08%	–	–
Mariner, LLC	42,470	$6.01M	0.04%	–	–
NatWest Group plc	42,570	$6.02M	2.91%	–	–
Kinneret Advisory, LLC	42,559	$6.04M	0.78%	–	–
Arcadia Investment Management Corp	43,373	$6.13M	1.23%	–	–
Polar Capital Holdings Plc	44,289	$6.26M	0.04%	–	–
Mackenzie Financial Corp	44,380	$6.28M	0.01%	–	–
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn	44,566	$6.30M	0.06%	–	–
Mitsubishi UFJ Asset Management (UK) Ltd.	45,000	$6.37M	2.81%	–	–
USS Investment Management Ltd	45,200	$6.40M	0.06%	–	–
Shayne & Co., LLC	45,724	$6.47M	3.88%	–	–
Private Advisor Group, LLC	46,115	$6.52M	0.06%	–	–
Thompson Siegel & Walmsley LLC	46,605	$6.59M	0.09%	–	–
Andra AP-fonden	46,800	$6.62M	0.15%	–	–
Carroll Financial Associates, Inc.	46,878	$6.63M	0.41%	–	–
Guggenheim Capital LLC	47,012	$6.65M	0.04%	–	–
Davenport & Co LLC	47,370	$6.70M	0.06%	–	–
GHP Investment Advisors, Inc.	47,427	$6.71M	0.58%	–	–
Family Capital Trust Co	47,568	$6.73M	2.11%	–	–
Quadrature Capital Ltd	47,658	$6.74M	0.33%	–	–
Stanley Capital Management, LLC	48,330	$6.84M	2.72%	–	–
Pinnacle Financial Partners Inc	49,221	$6.92M	0.31%	–	–
Elo Mutual Pension Insurance Co	49,377	$6.98M	0.23%	–	–
Sycomore Asset Management	49,300	$7.02M	1.36%	–	–
Neville Rodie & Shaw Inc	49,702	$7.03M	0.58%	–	–
Brown Brothers Harriman & Co	49,881	$7.05M	0.04%	–	–
Hudson Bay Capital Management LP	50,000	$7.07M	0.10%	–	–
NJ State Employees Deferred Compensation Plan	50,000	$7.07M	1.01%	–	–
Maryland State Retirement & Pension System	50,118	$7.09M	0.25%	–	–
Northern Oak Wealth Management Inc	50,382	$7.13M	0.92%	–	–
Cambridge Investment Research Advisors, Inc.	50,650	$7.16M	0.04%	–	–
Gradient Investments LLC	50,881	$7.20M	0.23%	–	–
Seizert Capital Partners, LLC	50,994	$7.21M	0.38%	–	–
Cubic Asset Management, LLC	51,167	$7.24M	1.91%	–	–
St Germain D J Co Inc	51,486	$7.28M	0.49%	–	–
ProVise Management Group, LLC	51,932	$7.34M	0.79%	–	–
Perennial Advisors, LLC	52,231	$7.39M	2.32%	–	–
Sky Investment Group LLC	52,307	$7.40M	1.77%	–	–
Edgestream Partners, L.P.	52,539	$7.43M	0.42%	–	–
Stansberry Asset Management, LLC	52,740	$7.46M	1.97%	–	–
Oregon Public Employees Retirement Fund	54,137	$7.66M	0.09%	–	–
Matthew Goff Investment Advisor, LLC	54,491	$7.71M	2.17%	–	–
BBVA USA Bancshares, Inc.	55,030	$7.78M	0.37%	–	–
Securian Asset Management, Inc	55,370	$7.83M	0.17%	–	–
Boston Common Asset Management, LLC	55,395	$7.83M	0.49%	–	–
Hi-Line Capital Management, LLC	55,580	$7.88M	3.16%	–	–
Martin Investment Management, LLC	55,839	$7.90M	2.23%	–	–
Griffin Asset Management, Inc.	56,418	$7.98M	1.02%	–	–
Rice Partnership, LLC	57,238	$8.10M	2.87%	–	–
Argent Trust Co	57,280	$8.10M	0.57%	–	–
Atlantic Union Bankshares Corp	57,948	$8.20M	0.84%	–	–
Stephens Inc	58,020	$8.21M	0.13%	–	–
Diversified Trust Co	58,290	$8.24M	0.32%	–	–
Meiji Yasuda Asset Management Co Ltd.	58,624	$8.29M	0.61%	–	–
Marco Investment Management LLC	58,959	$8.34M	1.09%	–	–
KMG Fiduciary Partners, LLC	59,237	$8.38M	1.63%	–	–
LVM Capital Management Ltd	59,968	$8.48M	1.38%	–	–
Edge Capital Group, LLC	60,903	$8.61M	0.72%	–	–