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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: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 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 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$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
Country Trust Bank209,130$29.6M0.94%––
SEI Investments Co213,530$29.5M0.07%––
Campbell Newman Asset Management Inc208,268$29.5M3.10%––
Heritage Investors Management Corp207,618$29.4M1.30%––
Inverness Counsel LLC201,301$28.5M1.18%––
Anchor Capital Advisors LLC200,532$28.4M0.60%––
Laurion Capital Management LP198,895$28.1M0.38%––
Fifth Third Bancorp198,628$28.1M0.13%––
Gillson Capital LP197,484$27.9M2.35%––
Northwestern Mutual Wealth Management Co197,310$27.9M0.06%––
Healthcare of Ontario Pension Plan Trust Fund195,400$27.6M0.07%––
Zurcher Kantonalbank (Zurich Cantonalbank)194,238$27.5M0.16%––
Avalon Investment & Advisory193,897$27.4M0.63%––
Arizona State Retirement System192,873$27.3M0.24%––
Barr E S & Co192,585$27.2M2.14%––
Roffman Miller Associates Inc350,507$27.2M2.26%––
NorthCoast Asset Management LLC189,844$26.9M1.09%––
Macquarie Group Ltd185,725$26.3M0.04%––
Aureus Asset Management, LLC185,629$26.3M2.04%––
Panagora Asset Management Inc182,697$25.8M0.15%––
Commonwealth Equity Services, LLC182,090$25.8M0.07%––
First Republic Investment Management, Inc.177,813$25.1M0.08%––
Susquehanna Fundamental Investments, LLC177,321$25.1M0.43%––
Regions Financial Corp173,609$24.6M0.22%––
United Capital Financial Advisers, LLC172,299$24.4M0.13%––
Raymond James Financial Services Advisors, Inc.168,228$23.8M0.05%––
M&T Bank Corp167,612$23.7M0.10%––
Douglass Winthrop Advisors, LLC165,899$23.5M0.63%––
Vontobel Holding Ltd.165,133$23.4M0.17%––
SG Americas Securities, LLC165,003$23.3M0.14%––
Rothschild & Co Asset Management US Inc.164,224$23.2M0.29%––
Employees Retirement System of Texas163,945$23.2M0.30%––
Factory Mutual Insurance Co163,746$23.2M0.30%––
NN Investment Partners Holdings N.V.162,700$23.0M0.14%––
Pelham Global Financials Ltd160,226$22.7M9.09%––
Quilter Plc157,699$22.3M0.71%––
Federation des caisses Desjardins du Quebec155,459$22.0M0.24%––
MetLife Investment Management153,381$21.7M0.20%––
Destination Wealth Management151,846$21.5M0.89%––
MUFG Americas Holdings Corp149,905$21.2M0.42%––
Morningstar Investment Services LLC146,561$21.0M0.27%––
North American Management Corp147,869$20.9M2.83%––
Equitable Trust Co146,651$20.7M1.55%––
Handelsbanken Fonder AB145,358$20.6M0.12%––
Westpac Banking Corp144,782$20.5M0.23%––
Rockefeller Capital Management L.P.144,268$20.4M0.14%––
Teacher Retirement System of Texas143,754$20.3M0.11%––
Schaper Benz & Wise Investment Counsel Inc143,512$20.3M1.99%––
Advisor Group Holdings, Inc.142,834$20.2M0.05%––
Great West Life Assurance Co142,906$20.1M0.05%––
Commerce Bank140,304$19.8M0.15%––
Klingenstein Fields & Co LP139,458$19.7M0.89%––
Banco Santander, S.A.138,868$19.6M0.14%––
Shell Asset Management Co138,586$19.6M0.39%––
Rheos Capital Works Inc.137,200$19.4M1.28%––
Cobblestone Capital Advisors LLC137,063$19.4M1.41%––
Gulf International Bank (UK) Ltd136,634$19.3M0.27%––
Sumitomo Mitsui DS Asset Management Company, Ltd136,588$19.3M0.51%––
Williams Jones Wealth Management, LLC.135,337$19.1M0.30%––
Comerica Bank130,274$18.8M0.11%––
Capitolis Advisors LLC132,809$18.8M0.32%––
Skandinaviska Enskilda Banken AB (publ)132,681$18.8M0.12%––
Dana Investment Advisors, Inc.132,025$18.7M0.86%––
Tower Research Capital LLC (TRC)130,890$18.5M0.31%––
Forsta Ap-Fonden130,400$18.4M0.26%––
Bradley Foster & Sargent Inc129,919$18.4M0.47%––
Zacks Investment Management128,238$18.1M0.32%––
Utah Retirement Systems125,622$17.8M0.25%––
Kemnay Advisory Services Inc.125,400$17.7M2.48%––
Cullen/Frost Bankers, Inc.124,868$17.7M0.39%––
Dundas Partners LLP124,261$17.6M2.79%––
Amussen Hunsaker Associates LLC123,860$17.5M5.64%––
Bank of Nova Scotia123,688$17.5M0.03%––
Parallax Volatility Advisers, L.P.123,471$17.5M0.15%––
Public Employees Retirement Association of Colorado123,181$17.4M0.08%––
KBC Group NV120,196$17.0M0.07%––
Moody National Bank Trust Division119,972$17.0M0.40%––
Greatmark Investment Partners, Inc.118,137$16.7M3.27%––
Chilton Capital Management LLC118,091$16.7M1.12%––
American National Insurance Co117,420$16.6M0.68%––
Private Management Group Inc113,537$16.1M0.73%––
Foster Dykema Cabot & Co Inc112,806$16.0M2.16%––
Swiss Life Asset Management Ltd112,446$15.9M0.23%––
British Columbia Investment Management Corp112,227$15.9M0.11%––
Mackay Shields LLC111,896$15.8M0.12%––
Kings Point Capital Management111,272$15.7M1.56%––
Torray LLC109,079$15.4M2.41%––
Stewart & Patten Co LLC109,032$15.4M2.51%––
Texas Permanent School Fund108,960$15.4M0.19%––
Asahi Life Asset Management Co., Ltd.108,478$15.3M2.08%––
Pinnacle Associates Ltd107,840$15.3M0.29%––
Connors Investor Services Inc106,944$15.1M1.71%––
DekaBank Deutsche Girozentrale105,274$15.1M0.05%––
Franklin Street Advisors Inc106,774$15.1M1.40%––
Bragg Financial Advisors, Inc106,312$15.0M1.01%––
Clifford Swan Investment Counsel LLC106,288$15.0M0.62%––
State of Alaska, Department of Revenue105,437$14.9M0.16%––
Noesis Capital Mangement Corp105,353$14.9M3.35%––
Brinker Capital Investments, LLC104,629$14.8M0.22%––
DnB Asset Management AS104,598$14.8M0.11%––