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
AMF Pensionsforsakring AB	692,547	$98.0M	0.73%	–	–
Kiltearn Partners LLP	676,930	$95.7M	3.66%	–	–
Douglas Lane & Associates, LLC	670,042	$94.8M	1.47%	–	–
Russell Investments Group, Ltd.	659,845	$93.4M	0.17%	–	–
M&G Investment Management Ltd	650,142	$91.7M	0.77%	–	–
Zurich Insurance Group Ltd	644,834	$91.2M	1.31%	–	–
D. E. Shaw & Co., Inc.	642,693	$90.9M	0.11%	–	–
Manning & Napier Group, LLC	634,143	$89.7M	0.76%	–	–
Hosking Partners LLP	633,784	$89.6M	2.11%	–	–
Focused Investors LLC	603,300	$85.3M	2.95%	–	–
Fayez Sarofim & Co	601,860	$85.1M	0.31%	–	–
Formuepleje A/S	599,902	$84.9M	3.23%	–	–
Crawford Investment Counsel Inc	594,168	$84.0M	1.89%	–	–
Waverton Investment Management Ltd	592,062	$83.7M	3.78%	–	–
Prudential Financial Inc	591,512	$83.7M	0.13%	–	–
Blair William & Co	582,400	$82.4M	0.31%	–	–
Ci Investments Inc.	579,452	$82.0M	0.35%	–	–
King Luther Capital Management Corp	563,260	$79.7M	0.43%	–	–
Equity Investment Corp	560,607	$79.3M	3.15%	–	–
Marsico Capital Management LLC	552,614	$78.2M	2.04%	–	–
Retirement Systems of Alabama	544,085	$77.0M	0.29%	–	–
ETF Managers Group, LLC	510,988	$73.1M	1.30%	–	–
Mitsubishi UFJ Trust & Banking Corp	498,140	$68.5M	0.15%	–	–
Markel Group Inc.SuperinvestorMarkel Group	484,150	$68.5M	0.95%	–	–
Toronto Dominion Bank	478,052	$67.6M	0.12%	–	–
Cacti Asset Management LLC	475,611	$67.3M	5.94%	–	–
First Trust Advisors LP	475,151	$67.2M	0.08%	–	–
Johnson Investment Counsel Inc	465,535	$66.0M	0.99%	–	–
Truist Financial Corp	463,061	$65.5M	0.11%	–	–
Stifel Financial Corp	449,862	$63.6M	0.10%	–	–
Cornerstone Investment Partners, LLC	449,615	$63.6M	3.42%	–	–
Chevy Chase Trust Holdings, Inc.	448,697	$63.5M	0.23%	–	–
Prudential PLC	437,275	$61.8M	0.43%	–	–
Raymond James & Associates	433,277	$61.3M	0.06%	–	–
Nissay Asset Management Corp	426,020	$60.3M	0.59%	–	–
Public Employees Retirement System of Ohio	425,754	$60.2M	0.24%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	417,055	$59.0M	0.39%	–	–
State of New Jersey Common Pension Fund D	412,447	$58.3M	0.20%	–	–
Boston Trust Walden Corp	410,641	$58.1M	0.56%	–	–
Schwerin Boyle Capital Management Inc	407,359	$57.6M	5.12%	–	–
Ensign Peak Advisors, Inc	403,958	$57.1M	0.12%	–	–
Asset Management One Co.,Ltd.	400,564	$56.7M	0.22%	–	–
Glenmede Trust Co NA	398,921	$56.4M	0.30%	–	–
Balyasny Asset Management LLC	395,620	$56.0M	0.34%	–	–
US Bancorp	394,376	$55.8M	0.11%	–	–
Clark Capital Management Group, Inc.	391,705	$55.4M	0.84%	–	–
Great Lakes Advisors, LLC	388,697	$55.0M	0.89%	–	–
Gofen & Glossberg LLC	388,571	$55.0M	1.41%	–	–
Cambiar Investors LLC	381,279	$53.9M	1.88%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	376,500	$53.3M	0.22%	–	–
HighTower Advisors, LLC	371,518	$52.5M	0.17%	–	–
Susquehanna International Group, LLP	366,215	$51.8M	0.07%	–	–
State of Tennessee, Treasury Department	366,154	$51.8M	0.21%	–	–
Envestnet Asset Management Inc	363,030	$51.3M	0.03%	–	–
Epoch Investment Partners, Inc.	362,335	$51.2M	0.24%	–	–
Huntington National Bank	361,243	$51.1M	0.61%	–	–
HM Payson & Co	357,502	$50.6M	1.35%	–	–
Brown Advisory Inc	352,977	$49.9M	0.09%	–	–
Storebrand Asset Management AS	344,551	$48.7M	0.26%	–	–
FIL Ltd	342,118	$48.4M	0.06%	–	–
Sprucegrove Investment Management Ltd	338,600	$47.9M	1.18%	–	–
ProShare Advisors LLC	325,367	$46.0M	0.14%	–	–
CIBC World Markets Corp	315,768	$44.7M	0.29%	–	–
WestEnd Advisors, LLC	314,972	$44.5M	1.79%	–	–
CIBC Private Wealth Group, LLC	308,436	$43.6M	0.11%	–	–
Beck Mack & Oliver LLC	306,832	$43.4M	1.34%	–	–
Nisa Investment Advisors, LLC	303,837	$43.0M	0.27%	–	–
Central Securities Corp	300,000	$42.4M	4.84%	–	–
Voya Investment Management LLC	299,209	$42.3M	0.09%	–	–
Select Equity Group, L.P.	297,310	$42.1M	0.15%	–	–
Tweedy, Browne Co LLC	291,836	$41.3M	1.20%	–	–
Advisors Asset Management, Inc.	289,834	$41.0M	0.64%	–	–
Clarkston Capital Partners, LLC	288,956	$40.9M	0.74%	–	–
Treasurer of the State of North Carolina	279,320	$39.5M	0.25%	–	–
Migdal Insurance & Financial Holdings Ltd.	277,160	$39.3M	0.40%	–	–
Teachers Retirement System of the State of Kentucky	275,298	$38.9M	0.38%	–	–
Natixis Advisors, L.P.	274,246	$38.8M	0.20%	–	–
AMP Capital Investors Ltd	257,083	$36.4M	0.18%	–	–
Vaughan David Investments LLC	252,275	$35.7M	1.13%	–	–
Cambridge Trust Co	251,802	$35.6M	1.45%	–	–
LPL Financial LLC	250,930	$35.5M	0.04%	–	–
Par Capital Management Inc	250,000	$35.4M	0.84%	–	–
Royal London Asset Management Ltd	247,023	$35.0M	0.16%	–	–
Two Sigma Investments, LP	244,438	$34.6M	0.11%	–	–
ZWJ Investment Counsel Inc	237,510	$33.6M	2.07%	–	–
American International Group, Inc.	237,093	$33.5M	0.14%	–	–
Lombard Odier Asset Management (Switzerland) SA	232,619	$32.9M	2.20%	–	–
Cohen Klingenstein LLC	228,969	$32.4M	1.49%	–	–
Calamos Advisors LLC	228,512	$32.3M	0.19%	–	–
Aviva PLC	228,498	$32.3M	0.16%	–	–
Caisse de Depot Et Placement du Quebec	227,090	$32.1M	0.07%	–	–
Neuberger Berman Group LLC	226,684	$31.7M	0.03%	–	–
Alps Advisors Inc	224,017	$31.7M	0.31%	–	–
Unigestion Holding SA	223,429	$31.6M	1.12%	–	–
Todd Asset Management LLC	220,980	$31.3M	0.73%	–	–
Baird Financial Group, Inc.	217,356	$30.7M	0.09%	–	–
Victory Capital Management Inc	217,016	$30.7M	0.03%	–	–
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	216,820	$30.7M	0.28%	–	–
Nomura Asset Management Co Ltd	212,014	$30.0M	0.19%	–	–
Aquamarine Capital Management, LLC	210,000	$29.7M	15.52%	–	–