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
Cambridge Trust Co	251,802	$35.6M	1.45%	–	–
Vaughan David Investments LLC	252,275	$35.7M	1.13%	–	–
AMP Capital Investors Ltd	257,083	$36.4M	0.18%	–	–
Natixis Advisors, L.P.	274,246	$38.8M	0.20%	–	–
Teachers Retirement System of the State of Kentucky	275,298	$38.9M	0.38%	–	–
Migdal Insurance & Financial Holdings Ltd.	277,160	$39.3M	0.40%	–	–
Treasurer of the State of North Carolina	279,320	$39.5M	0.25%	–	–
Clarkston Capital Partners, LLC	288,956	$40.9M	0.74%	–	–
Advisors Asset Management, Inc.	289,834	$41.0M	0.64%	–	–
Tweedy, Browne Co LLC	291,836	$41.3M	1.20%	–	–
Select Equity Group, L.P.	297,310	$42.1M	0.15%	–	–
Voya Investment Management LLC	299,209	$42.3M	0.09%	–	–
Central Securities Corp	300,000	$42.4M	4.84%	–	–
Nisa Investment Advisors, LLC	303,837	$43.0M	0.27%	–	–
Beck Mack & Oliver LLC	306,832	$43.4M	1.34%	–	–
CIBC Private Wealth Group, LLC	308,436	$43.6M	0.11%	–	–
WestEnd Advisors, LLC	314,972	$44.5M	1.79%	–	–
CIBC World Markets Corp	315,768	$44.7M	0.29%	–	–
ProShare Advisors LLC	325,367	$46.0M	0.14%	–	–
Sprucegrove Investment Management Ltd	338,600	$47.9M	1.18%	–	–
FIL Ltd	342,118	$48.4M	0.06%	–	–
Storebrand Asset Management AS	344,551	$48.7M	0.26%	–	–
Brown Advisory Inc	352,977	$49.9M	0.09%	–	–
HM Payson & Co	357,502	$50.6M	1.35%	–	–
Huntington National Bank	361,243	$51.1M	0.61%	–	–
Epoch Investment Partners, Inc.	362,335	$51.2M	0.24%	–	–
Envestnet Asset Management Inc	363,030	$51.3M	0.03%	–	–
State of Tennessee, Treasury Department	366,154	$51.8M	0.21%	–	–
Susquehanna International Group, LLP	366,215	$51.8M	0.07%	–	–
HighTower Advisors, LLC	371,518	$52.5M	0.17%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	376,500	$53.3M	0.22%	–	–
Cambiar Investors LLC	381,279	$53.9M	1.88%	–	–
Gofen & Glossberg LLC	388,571	$55.0M	1.41%	–	–
Great Lakes Advisors, LLC	388,697	$55.0M	0.89%	–	–
Clark Capital Management Group, Inc.	391,705	$55.4M	0.84%	–	–
US Bancorp	394,376	$55.8M	0.11%	–	–
Balyasny Asset Management LLC	395,620	$56.0M	0.34%	–	–
Glenmede Trust Co NA	398,921	$56.4M	0.30%	–	–
Asset Management One Co.,Ltd.	400,564	$56.7M	0.22%	–	–
Ensign Peak Advisors, Inc	403,958	$57.1M	0.12%	–	–
Schwerin Boyle Capital Management Inc	407,359	$57.6M	5.12%	–	–
Boston Trust Walden Corp	410,641	$58.1M	0.56%	–	–
State of New Jersey Common Pension Fund D	412,447	$58.3M	0.20%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	417,055	$59.0M	0.39%	–	–
Public Employees Retirement System of Ohio	425,754	$60.2M	0.24%	–	–
Nissay Asset Management Corp	426,020	$60.3M	0.59%	–	–
Raymond James & Associates	433,277	$61.3M	0.06%	–	–
Prudential PLC	437,275	$61.8M	0.43%	–	–
Chevy Chase Trust Holdings, Inc.	448,697	$63.5M	0.23%	–	–
Cornerstone Investment Partners, LLC	449,615	$63.6M	3.42%	–	–
Stifel Financial Corp	449,862	$63.6M	0.10%	–	–
Truist Financial Corp	463,061	$65.5M	0.11%	–	–
Johnson Investment Counsel Inc	465,535	$66.0M	0.99%	–	–
First Trust Advisors LP	475,151	$67.2M	0.08%	–	–
Cacti Asset Management LLC	475,611	$67.3M	5.94%	–	–
Toronto Dominion Bank	478,052	$67.6M	0.12%	–	–
Markel Group Inc.SuperinvestorMarkel Group	484,150	$68.5M	0.95%	–	–
Mitsubishi UFJ Trust & Banking Corp	498,140	$68.5M	0.15%	–	–
ETF Managers Group, LLC	510,988	$73.1M	1.30%	–	–
Retirement Systems of Alabama	544,085	$77.0M	0.29%	–	–
Marsico Capital Management LLC	552,614	$78.2M	2.04%	–	–
Equity Investment Corp	560,607	$79.3M	3.15%	–	–
King Luther Capital Management Corp	563,260	$79.7M	0.43%	–	–
Ci Investments Inc.	579,452	$82.0M	0.35%	–	–
Blair William & Co	582,400	$82.4M	0.31%	–	–
Prudential Financial Inc	591,512	$83.7M	0.13%	–	–
Waverton Investment Management Ltd	592,062	$83.7M	3.78%	–	–
Crawford Investment Counsel Inc	594,168	$84.0M	1.89%	–	–
Formuepleje A/S	599,902	$84.9M	3.23%	–	–
Fayez Sarofim & Co	601,860	$85.1M	0.31%	–	–
Focused Investors LLC	603,300	$85.3M	2.95%	–	–
Hosking Partners LLP	633,784	$89.6M	2.11%	–	–
Manning & Napier Group, LLC	634,143	$89.7M	0.76%	–	–
D. E. Shaw & Co., Inc.	642,693	$90.9M	0.11%	–	–
Zurich Insurance Group Ltd	644,834	$91.2M	1.31%	–	–
M&G Investment Management Ltd	650,142	$91.7M	0.77%	–	–
Russell Investments Group, Ltd.	659,845	$93.4M	0.17%	–	–
Douglas Lane & Associates, LLC	670,042	$94.8M	1.47%	–	–
Kiltearn Partners LLP	676,930	$95.7M	3.66%	–	–
AMF Pensionsforsakring AB	692,547	$98.0M	0.73%	–	–
Canada Pension Plan Investment Board	698,073	$98.7M	0.13%	–	–
BLS Capital Fondsmaeglerselskab A/S	739,706	$104.6M	4.40%	–	–
First Manhattan Co	742,111	$105.0M	0.45%	–	–
Principal Financial Group Inc	761,504	$107.7M	0.08%	–	–
STRS Ohio	767,161	$108.5M	0.41%	–	–
AXA S.A.	776,534	$109.8M	0.33%	–	–
Marathon Asset Management LLP	775,980	$110.1M	1.53%	–	–
New York State Teachers Retirement System	794,092	$112.3M	0.24%	–	–
Mairs & Power Inc	800,533	$113.2M	1.19%	–	–
Parnassus Investments	808,371	$114.3M	0.28%	–	–
Thrivent Financial for Lutherans	810,262	$114.6M	0.25%	–	–
Ceredex Value Advisors LLC	851,981	$120.9M	1.40%	–	–
Kovitz Investment Group Partners, LLC	855,539	$121.0M	2.84%	–	–
State Board of Administration of Florida Retirement System	856,762	$121.2M	0.24%	–	–
Korea Investment CORP	859,304	$121.5M	0.38%	–	–
National Pension Service	878,050	$124.2M	0.26%	–	–
Timucuan Asset Management Inc	909,104	$128.6M	5.69%	–	–
Citadel Advisors LLC	914,613	$129.4M	0.14%	–	–
Waddell & Reed Financial Inc	928,803	$131.4M	0.27%	–	–
Smead Capital Management, Inc.	935,430	$132.3M	5.82%	–	–