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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
Artemis Investment Management LLP943,186$133.4M1.27%––
TD Asset Management Inc949,488$134.3M0.15%––
BNP Paribas Arbitrage, SA976,539$138.1M0.30%––
Pensioenfonds Rail & Ov978,363$138.8M3.15%––
Swedbank AB988,809$139.9M0.29%––
Gabelli Funds LLC999,808$141.4M0.95%––
Lord, Abbett & Co. LLC1,017,492$143.9M0.37%––
Gamco Investors, Inc. Et Al1,042,654$147.5M1.29%––
The PNC Financial Services Group, Inc.1,124,430$159.0M0.15%––
Royal Bank of Canada1,142,074$161.5M0.05%––
HSBC Holdings PLC1,166,443$165.9M0.22%––
Rhumbline Advisers1,204,111$170.3M0.23%––
Ninety One UK Ltd1,204,953$170.4M0.48%––
Citigroup Inc1,237,461$175.0M0.17%––
California State Teachers Retirement System1,244,916$176.1M0.23%––
Pictet Asset Management Ltd1,262,277$178.5M0.22%––
Clearbridge Investments, LLC1,294,425$183.1M0.14%––
1832 Asset Management L.P.1,282,600$184.9M0.40%––
Amundi Asset Management US, Inc.1,348,794$190.8M0.15%––
Credit Suisse AG1,372,238$194.1M0.14%––
Barclays PLC1,404,348$198.6M0.19%––
State of Wisconsin Investment Board1,461,381$206.7M0.44%––
California Public Employees Retirement System1,493,044$211.2M0.16%––
Eaton Vance Management1,541,171$218.0M0.32%––
Ruffer LLP1,551,574$219.6M6.72%––
Bank of Montreal1,500,650$220.7M0.15%––
New York State Common Retirement Fund1,589,039$224.8M0.25%––
Allianz Asset Management GmbH1,625,576$229.9M0.23%––
Standard Life Aberdeen plc1,710,144$242.1M0.55%––
Wells Fargo & Company1,777,831$251.5M0.06%––
Price T Rowe Associates Inc1,867,138$264.1M0.03%––
Nordea Investment Management AB1,888,178$268.6M0.39%––
Sustainable Growth Advisers, LP1,988,151$281.2M1.61%––
Beutel, Goodman & Co Ltd.2,100,420$297.1M1.87%––
UBS Group AG2,189,960$309.7M0.14%––
Grantham, Mayo, Van Otterloo & Co. LLC2,194,757$310.4M1.70%––
Parametric Portfolio Associates LLC2,228,498$315.2M0.18%––
Harris Associates L PSuperinvestorHarris Associates (Oakmark)2,230,855$315.5M0.54%––
Troy Asset Management Ltd2,375,159$335.9M7.04%––
Schroder Investment Management Group2,387,079$337.6M0.44%––
Sumitomo Mitsui Trust Holdings, Inc.2,465,520$348.7M0.22%––
Maj Invest Holding A/S2,568,111$363.2M6.23%––
Dimensional Fund Advisors LP2,596,494$367.3M0.12%––
Manufacturers Life Insurance Company, The2,884,873$408.0M0.35%––
Charles Schwab Investment Management Inc3,039,066$429.8M0.16%––
Barrow Hanley Mewhinney & Strauss LLC3,046,159$430.8M1.37%––
Ameriprise Financial Inc3,174,504$449.0M0.15%––
Alliancebernstein L.P.3,194,163$451.8M0.20%––
UBS Asset Management Americas Inc3,384,451$478.7M0.21%––
Goldman Sachs Group Inc3,655,638$517.1M0.15%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,793,157$536.6M1.01%––
Deutsche Bank AG4,061,568$574.5M0.31%––
Franklin Resources Inc4,098,385$579.7M0.24%––
Legal & General Group Plc4,103,723$580.4M0.22%––
Janus Henderson Group PLC4,807,089$680.0M0.31%––
Rothschild & Co Wealth Management UK Ltd4,810,988$680.5M12.19%––
Davis Selected Advisers4,955,587$700.9M3.07%––
First Eagle Investment Management, LLC5,096,998$720.9M1.92%––
American Century Companies Inc5,157,793$729.5M0.54%––
Bank of America Corp5,598,440$791.8M0.09%––
Lazard Asset Management LLC5,757,822$814.4M0.99%––
Artisan Partners Limited Partnership5,855,179$828.2M1.08%––
Bank of New York Mellon Corp5,984,421$846.4M0.17%––
Longview Partners (Guernsey) LTD6,385,155$903.1M4.80%––
Norges Bank6,440,782$911.0M0.21%––
Invesco Ltd.6,766,687$957.1M0.26%––
Nuveen Asset Management, LLC7,049,909$997.1M0.32%––
FMR LLC8,247,240$1.17B0.10%––
Northern Trust Corp8,342,466$1.18B0.22%––
Morgan Stanley9,294,095$1.31B0.19%––
Geode Capital Management, LLC9,454,238$1.33B0.20%––
JPMorgan Chase & Co12,263,855$1.73B0.25%––
Massachusetts Financial Services Co12,961,484$1.83B0.56%––
Dodge & Cox13,668,764$1.93B1.38%––
Fisher Asset Management, LLC15,184,174$2.15B1.51%––
State Street Corp34,338,847$4.87B0.28%––
Wellington Management Group LLP40,812,446$5.77B1.02%––
BlackRock Inc.46,335,815$6.55B0.19%––
Vanguard Group Inc47,609,422$6.73B0.18%––
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$21.4B7.93%––
Westside Investment Management, Inc.693––––