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
Sky Investment Group LLC	52,307	$7.40M	1.77%	–	–
Perennial Advisors, LLC	52,231	$7.39M	2.32%	–	–
ProVise Management Group, LLC	51,932	$7.34M	0.79%	–	–
St Germain D J Co Inc	51,486	$7.28M	0.49%	–	–
Cubic Asset Management, LLC	51,167	$7.24M	1.91%	–	–
Seizert Capital Partners, LLC	50,994	$7.21M	0.38%	–	–
Gradient Investments LLC	50,881	$7.20M	0.23%	–	–
Cambridge Investment Research Advisors, Inc.	50,650	$7.16M	0.04%	–	–
Northern Oak Wealth Management Inc	50,382	$7.13M	0.92%	–	–
Maryland State Retirement & Pension System	50,118	$7.09M	0.25%	–	–
Hudson Bay Capital Management LP	50,000	$7.07M	0.10%	–	–
NJ State Employees Deferred Compensation Plan	50,000	$7.07M	1.01%	–	–
Brown Brothers Harriman & Co	49,881	$7.05M	0.04%	–	–
Neville Rodie & Shaw Inc	49,702	$7.03M	0.58%	–	–
Sycomore Asset Management	49,300	$7.02M	1.36%	–	–
Elo Mutual Pension Insurance Co	49,377	$6.98M	0.23%	–	–
Pinnacle Financial Partners Inc	49,221	$6.92M	0.31%	–	–
Stanley Capital Management, LLC	48,330	$6.84M	2.72%	–	–
Quadrature Capital Ltd	47,658	$6.74M	0.33%	–	–
Family Capital Trust Co	47,568	$6.73M	2.11%	–	–
GHP Investment Advisors, Inc.	47,427	$6.71M	0.58%	–	–
Davenport & Co LLC	47,370	$6.70M	0.06%	–	–
Guggenheim Capital LLC	47,012	$6.65M	0.04%	–	–
Carroll Financial Associates, Inc.	46,878	$6.63M	0.41%	–	–
Andra AP-fonden	46,800	$6.62M	0.15%	–	–
Thompson Siegel & Walmsley LLC	46,605	$6.59M	0.09%	–	–
Private Advisor Group, LLC	46,115	$6.52M	0.06%	–	–
Shayne & Co., LLC	45,724	$6.47M	3.88%	–	–
USS Investment Management Ltd	45,200	$6.40M	0.06%	–	–
Mitsubishi UFJ Asset Management (UK) Ltd.	45,000	$6.37M	2.81%	–	–
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn	44,566	$6.30M	0.06%	–	–
Mackenzie Financial Corp	44,380	$6.28M	0.01%	–	–
Polar Capital Holdings Plc	44,289	$6.26M	0.04%	–	–
Arcadia Investment Management Corp	43,373	$6.13M	1.23%	–	–
Kinneret Advisory, LLC	42,559	$6.04M	0.78%	–	–
NatWest Group plc	42,570	$6.02M	2.91%	–	–
Mariner, LLC	42,470	$6.01M	0.04%	–	–
Kestra Advisory Services, LLC	42,369	$5.99M	0.08%	–	–
Tiaa, FSB	42,359	$5.99M	0.02%	–	–
Norinchukin Bank, The	41,901	$5.93M	0.08%	–	–
Financial Avengers, Inc.	41,848	$5.92M	4.43%	–	–
New Mexico Educational Retirement Board	41,763	$5.91M	0.23%	–	–
Kentucky Retirement Systems	41,640	$5.89M	0.29%	–	–
Ossiam	41,631	$5.89M	0.18%	–	–
Ironwood Investment Counsel, LLC	41,485	$5.87M	1.69%	–	–
Shelter Mutual Insurance Co	41,160	$5.82M	1.63%	–	–
Bell Asset Management Ltd	40,999	$5.80M	1.25%	–	–
Chartwell Investment Partners, LLC	40,928	$5.79M	0.17%	–	–
Heritage Trust Co	40,928	$5.79M	0.88%	–	–
Prio Wealth Limited Partnership	40,719	$5.76M	0.21%	–	–
Jacobs & Co	40,682	$5.75M	0.70%	–	–
Louisiana State Employees Retirement System	40,400	$5.71M	0.15%	–	–
Man Group plc	40,392	$5.71M	0.03%	–	–
Long Corridor Asset Management Ltd	40,000	$5.66M	4.22%	–	–
Headinvest, LLC	39,719	$5.62M	1.15%	–	–
Winslow Asset Management Inc	39,673	$5.61M	1.14%	–	–
Haverford Trust Co	39,239	$5.55M	0.07%	–	–
Chatham Capital Group, Inc.	39,140	$5.54M	1.16%	–	–
Wealthfront Advisers LLC	39,023	$5.52M	0.03%	–	–
Choate Investment Advisors	38,921	$5.50M	0.34%	–	–
Norman Fields, Gottscho Capital Management, LLC	38,582	$5.46M	2.38%	–	–
1st Source Bank	38,184	$5.40M	0.36%	–	–
MKP Capital Management, L.L.C.	37,844	$5.35M	0.61%	–	–
NFJ Investment Group, LLC	37,732	$5.34M	0.11%	–	–
Crossmark Global Holdings, Inc.	37,641	$5.32M	0.13%	–	–
Central Trust Co	37,451	$5.30M	0.21%	–	–
One Capital Management, LLC	37,290	$5.27M	0.58%	–	–
Peapack Gladstone Financial Corp	37,236	$5.27M	0.14%	–	–
RPG Investment Advisory, LLC	37,233	$5.27M	0.94%	–	–
Pacer Advisors, Inc.	36,947	$5.23M	0.09%	–	–
Whittier Trust Co of Nevada Inc	36,776	$5.20M	0.23%	–	–
Drexel Morgan & Co.	36,400	$5.15M	1.30%	–	–
MML Investors Services, LLC	36,344	$5.14M	0.05%	–	–
SP Asset Management	33,150	$5.12M	0.64%	–	–
Olstein Capital Management, L.P.	36,000	$5.09M	0.71%	–	–
Capital International Inc	35,798	$5.06M	0.05%	–	–
Amalgamated Bank	35,733	$5.05M	0.19%	–	–
Overbrook Management Corp	35,273	$4.99M	1.11%	–	–
Banque Cantonale Vaudoise	35,159	$4.97M	0.25%	–	–
Goelzer Investment Management, Inc.	34,865	$4.93M	0.43%	–	–
Barrett Asset Management, LLC	34,730	$4.91M	0.24%	–	–
Rodgers Brothers Inc.	34,659	$4.90M	1.01%	–	–
Meyer Handelman Co	34,560	$4.89M	0.20%	–	–
Redwood Grove Capital, LLC	34,347	$4.86M	2.99%	–	–
Chase Investment Counsel Corp	34,216	$4.84M	2.22%	–	–
Searle & Co.	34,090	$4.82M	2.15%	–	–
ExodusPoint Capital Management, LP	33,929	$4.80M	0.10%	–	–
Lorne Steinberg Wealth Management Inc.	33,580	$4.75M	2.51%	–	–
Psagot Investment House Ltd.	33,547	$4.75M	0.11%	–	–
Mercer Capital Advisers, Inc.	33,394	$4.72M	2.53%	–	–
Veritable, L.P.	33,248	$4.70M	0.08%	–	–
Pavion Blue Capital, LLC	32,993	$4.67M	3.07%	–	–
Tredje AP-fonden	32,961	$4.66M	0.11%	–	–
MAI Capital Management	32,693	$4.62M	0.10%	–	–
BancorpSouth Bank	32,279	$4.57M	0.69%	–	–
Perigon Wealth Management, LLC	32,269	$4.56M	0.47%	–	–
Bokf, NA	32,217	$4.56M	0.08%	–	–
Connable Office Inc	32,126	$4.54M	0.66%	–	–
Atria Investments LLC	32,113	$4.54M	0.10%	–	–
AMG National Trust Bank	31,912	$4.51M	0.15%	–	–