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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
Captrust Financial Advisors61,416$8.71M0.09%––
Public Sector Pension Investment Board61,710$8.73M0.06%––
Oppenheimer Asset Management Inc.61,873$8.75M0.14%––
Northwest & Ethical Investments L.P.61,876$8.75M0.31%––
AQR Capital Management LLC62,246$8.80M0.01%––
Calamos Wealth Management LLC63,025$8.91M0.73%––
Buckhead Capital Management LLC63,298$8.95M2.09%––
Parthenon LLC63,430$8.97M1.44%––
Hamilton Point Investment Advisors, LLC63,884$9.06M2.62%––
Churchill Management Corp64,085$9.06M0.15%––
Two Sigma Advisers, LP64,100$9.07M0.02%––
Dowling & Yahnke LLC64,494$9.12M0.62%––
Carret Asset Management, LLC64,822$9.17M1.14%––
GM Advisory Group, Inc.65,612$9.28M1.11%––
Narwhal Capital Management65,682$9.29M1.26%––
Banyan Capital Management, Inc.66,777$9.45M6.26%––
Sandy Spring Bank66,844$9.45M0.54%––
Bowen Hanes & Co Inc67,170$9.50M0.30%––
CIBC World Markets Inc.67,511$9.55M0.03%––
Los Angeles Capital Management LLC68,478$9.69M0.04%––
Alberta Investment Management Corp68,500$9.69M0.09%––
Dorsey & Whitney Trust CO LLC68,588$9.70M0.97%––
Mirae Asset Global Investments Co., Ltd.68,721$9.72M0.03%––
Maple Capital Management, Inc.68,783$9.73M1.44%––
NFC Investments, LLC69,192$9.79M2.61%––
Foyston, Gordon, & Payne Inc69,618$9.85M2.32%––
B. Metzler seel. Sohn & Co. Holding AG69,858$9.88M0.16%––
Claar Advisors LLC70,000$9.90M3.45%––
2Xideas AG70,685$10.0M1.11%––
Hartford Investment Management Co71,208$10.1M0.26%––
Baxter Bros Inc71,346$10.1M1.73%––
Eagle Global Advisors LLC71,433$10.1M0.75%––
Tocqueville Asset Management L.P.68,370$10.2M0.16%––
Cullinan Associates Inc71,935$10.2M0.59%––
Jupiter Asset Management Ltd72,193$10.2M0.10%––
Citizens Financial Group Inc72,612$10.3M0.54%––
Amica Mutual Insurance Co72,816$10.3M1.17%––
Silvercrest Asset Management Group LLC73,433$10.4M0.07%––
Candriam Luxembourg S.C.A.90,162$10.5M0.09%––
KLCM Advisors, Inc.74,057$10.5M2.38%––
IFM Investors Pty Ltd74,452$10.5M0.28%––
Ziegler Capital Management, LLC74,554$10.5M0.33%––
Colony Group LLC74,773$10.6M0.22%––
Wesleyan Assurance Society75,000$10.6M1.41%––
Investment Management of Virginia LLC76,166$10.8M2.17%––
Whittier Trust Co76,286$10.8M0.21%––
Founders Capital Management, LLC77,400$10.9M2.75%––
Daiwa Securities Group Inc.78,409$11.1M0.08%––
Squarepoint Ops LLC79,117$11.2M0.10%––
Metropolitan Life Insurance Co80,647$11.4M0.17%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys81,610$11.5M0.14%––
Nippon Life Global Investors Americas, Inc.81,720$11.6M0.63%––
QV Investors Inc.82,254$11.6M0.72%––
Wolverine Trading, LLC83,007$11.9M0.23%––
Mutual of America Capital Management LLC84,373$11.9M0.13%––
Schonfeld Strategic Advisors LLC85,614$12.1M0.16%––
PGGM Investments86,031$12.2M0.05%––
Oppenheimer & Co Inc86,871$12.3M0.25%––
Abner Herrman & Brock LLC86,995$12.3M1.86%––
Creative Planning87,505$12.4M0.02%––
Capital Fund Management S.A.87,751$12.4M0.43%––
Dai-Ichi Life Insurance Company, Ltd92,250$13.0M0.18%––
Welch & Forbes LLC92,901$13.1M0.24%––
Robeco Institutional Asset Management B.V.95,155$13.5M0.03%––
Steward Partners Investment Advisory, LLC96,140$13.6M0.24%––
Willis Investment Counsel96,870$13.7M0.83%––
ING Groep NV98,932$14.0M0.29%––
Agf Investments Inc.99,105$14.0M0.11%––
CIBC Asset Management Inc100,732$14.2M0.06%––
Chesley Taft & Associates LLC98,328$14.4M0.86%––
Keybank National Association101,586$14.4M0.07%––
APG Asset Management N.V.119,699$14.4M0.02%––
Fiduciary Trust Co101,986$14.4M0.29%––
Natixis102,012$14.4M0.05%––
Millennium Management LLC102,449$14.5M0.02%––
Bartlett & Co. LLC103,220$14.6M0.29%––
Bartlett & Co. Wealth Management LLC103,220$14.6M0.29%––
Markston International LLC103,874$14.7M1.65%––
Nixon Capital, LLC104,156$14.7M7.38%––
Impax Asset Management Group plc104,269$14.7M0.08%––
DnB Asset Management AS104,598$14.8M0.11%––
Brinker Capital Investments, LLC104,629$14.8M0.22%––
Noesis Capital Mangement Corp105,353$14.9M3.35%––
State of Alaska, Department of Revenue105,437$14.9M0.16%––
Clifford Swan Investment Counsel LLC106,288$15.0M0.62%––
Bragg Financial Advisors, Inc106,312$15.0M1.01%––
Franklin Street Advisors Inc106,774$15.1M1.40%––
DekaBank Deutsche Girozentrale105,274$15.1M0.05%––
Connors Investor Services Inc106,944$15.1M1.71%––
Pinnacle Associates Ltd107,840$15.3M0.29%––
Asahi Life Asset Management Co., Ltd.108,478$15.3M2.08%––
Texas Permanent School Fund108,960$15.4M0.19%––
Stewart & Patten Co LLC109,032$15.4M2.51%––
Torray LLC109,079$15.4M2.41%––
Kings Point Capital Management111,272$15.7M1.56%––
Mackay Shields LLC111,896$15.8M0.12%––
British Columbia Investment Management Corp112,227$15.9M0.11%––
Swiss Life Asset Management Ltd112,446$15.9M0.23%––
Foster Dykema Cabot & Co Inc112,806$16.0M2.16%––
Private Management Group Inc113,537$16.1M0.73%––