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
Stokes Capital Advisors, LLC	31,823	$4.50M	1.85%	–	–
First Hawaiian Bank	31,582	$4.47M	0.19%	–	–
Guardian Capital Advisors LP	30,245	$4.46M	0.51%	–	–
Park National Corp	31,367	$4.44M	0.19%	–	–
Wealthstreet Investment Advisors, LLC	31,272	$4.42M	0.43%	–	–
Univest Financial Corp	31,033	$4.39M	1.24%	–	–
Pacific Global Investment Management CO	30,861	$4.37M	0.91%	–	–
Rinet Co LLC	30,625	$4.33M	0.89%	–	–
Front Barnett Associates LLC	30,348	$4.29M	0.48%	–	–
Highland Capital Management, LLC	30,092	$4.26M	0.26%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	29,985	$4.24M	0.43%	–	–
Robeco Schweiz AG	29,884	$4.23M	0.06%	–	–
Argus Investors' Counsel, Inc.	29,770	$4.21M	1.70%	–	–
Cubist Systematic Strategies, LLC	29,673	$4.20M	0.05%	–	–
Northwestern Mutual Investment Management Company, LLC	29,582	$4.18M	0.07%	–	–
Adalta Capital Management LLC	29,113	$4.13M	2.38%	–	–
GFS Advisors, LLC	29,145	$4.12M	0.97%	–	–
Columbia Asset Management	29,021	$4.11M	0.75%	–	–
Mercer Global Advisors Inc	29,011	$4.10M	0.04%	–	–
Birmingham Capital Management Co Inc	28,870	$4.08M	1.53%	–	–
Alerus Financial NA	28,834	$4.08M	0.43%	–	–
Synovus Financial Corp	28,736	$4.06M	0.05%	–	–
Jefferies Group LLC	28,326	$4.01M	0.09%	–	–
E. Ohman J:or Asset Management AB	28,100	$3.97M	0.14%	–	–
Verdence Capital Advisors LLC	27,965	$3.96M	0.67%	–	–
Xponance, Inc.	27,920	$3.95M	0.08%	–	–
Financial Partners Capital Management LLC	27,818	$3.93M	0.80%	–	–
Folger Nolan Fleming Douglas Capital Management, Inc	27,472	$3.89M	0.47%	–	–
Avitas Wealth Management LLC	27,371	$3.87M	0.76%	–	–
Freestone Capital Holdings, LLC	27,359	$3.87M	0.21%	–	–
First Mercantile Trust Co	27,333	$3.87M	0.44%	–	–
Unison Asset Management LLC	27,285	$3.86M	3.57%	–	–
Chicago Trust Co NA	27,229	$3.85M	1.32%	–	–
WoodTrust Financial Corp	27,218	$3.85M	1.13%	–	–
Richard Bernstein Advisors LLC	27,164	$3.84M	0.09%	–	–
First Interstate Bank	27,073	$3.83M	0.46%	–	–
Roundview Capital LLC	27,059	$3.83M	0.48%	–	–
Farmers & Merchants Trust Co of Long Beach	26,887	$3.80M	1.28%	–	–
AE Wealth Management LLC	26,849	$3.80M	0.04%	–	–
Hancock Whitney Corp	26,813	$3.79M	0.13%	–	–
D.A. Davidson & Co.	26,498	$3.75M	0.05%	–	–
Pine Ridge Advisers LLC	26,500	$3.75M	1.47%	–	–
Clifford Capital Partners LLC	26,367	$3.73M	3.88%	–	–
Blue Zone Wealth Advisors, LLC	26,325	$3.72M	1.58%	–	–
Vestmark Advisory Solutions, Inc.	26,175	$3.70M	0.33%	–	–
First National Trust Co	26,057	$3.69M	0.24%	–	–
Mitchell Capital Management Co	25,919	$3.67M	0.89%	–	–
Davy Global Fund Management Ltd	25,859	$3.66M	0.64%	–	–
Trust Co of Vermont	25,698	$3.63M	0.27%	–	–
New England Asset Management Inc	25,607	$3.62M	0.07%	–	–
Stratos Wealth Partners, LTD.	25,455	$3.60M	0.10%	–	–
Foster Group, Inc.	25,269	$3.57M	0.55%	–	–
Advisor Partners LLC	25,262	$3.57M	0.26%	–	–
Bleichroeder LP	25,000	$3.54M	0.60%	–	–
Global Frontier Investments LLC	25,000	$3.54M	3.05%	–	–
Fiduciary Group LLC	22,893	$3.51M	0.43%	–	–
Concentric Wealth Management, LLC	24,784	$3.50M	1.16%	–	–
Azimuth Capital Management LLC	24,670	$3.49M	0.17%	–	–
HRT Financial LP	24,572	$3.48M	0.04%	–	–
Bouvel Investment Partners, LLC	24,431	$3.46M	2.22%	–	–
SRN Advisors, LLC	24,320	$3.44M	1.23%	–	–
Boyd Watterson Asset Management LLC	24,234	$3.43M	1.50%	–	–
National Asset Management, Inc.	24,129	$3.41M	0.12%	–	–
BP PLC	23,994	$3.40M	0.12%	–	–
Mizuho Securities USA LLC	23,846	$3.37M	0.32%	–	–
Ceera Investments, LLC	23,719	$3.35M	2.73%	–	–
Hutner Capital Management Inc	23,691	$3.35M	2.20%	–	–
Cigna Investments Inc	23,541	$3.33M	0.23%	–	–
Essex Investment Management Co LLC	23,417	$3.31M	0.40%	–	–
Elgethun Capital Management	23,302	$3.30M	1.28%	–	–
World Asset Management Inc	21,478	$3.29M	0.29%	–	–
Eqis Capital Management, Inc.	23,284	$3.29M	0.26%	–	–
Altshuler Shaham Ltd	23,162	$3.28M	0.03%	–	–
Coastal Investment Advisors, Inc.	23,086	$3.27M	0.86%	–	–
RBF Capital, LLC	23,000	$3.25M	0.20%	–	–
Grassi Investment Management	22,960	$3.25M	0.37%	–	–
Wedbush Securities Inc	22,910	$3.24M	0.18%	–	–
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus	22,870	$3.23M	1.22%	–	–
Fort Washington Investment Advisors Inc	22,841	$3.23M	0.03%	–	–
Sumitomo Life Insurance Co	22,793	$3.22M	0.13%	–	–
Taurus Asset Management, LLC	22,739	$3.22M	0.37%	–	–
Lakeview Capital Partners, LLC	22,737	$3.22M	1.38%	–	–
Boston Private Wealth LLC	22,659	$3.21M	0.04%	–	–
Covington Capital Management	22,356	$3.16M	0.14%	–	–
Benjamin F. Edwards & Company, Inc.	22,297	$3.15M	0.17%	–	–
Pathstone Family Office, LLC	22,243	$3.15M	0.11%	–	–
IBM Retirement Fund	22,288	$3.15M	0.22%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	22,060	$3.12M	0.06%	–	–
Beacon Investment Advisory Services, Inc.	21,463	$3.04M	0.13%	–	–
River & Mercantile Asset Management LLP	21,434	$3.03M	0.18%	–	–
Grandfield & Dodd, LLC	21,444	$3.03M	0.23%	–	–
Eudaimonia Partners, LLC	21,284	$3.01M	0.63%	–	–
CMT Capital Markets Trading GmbH	21,175	$3.00M	1.97%	–	–
Silvant Capital Management LLC	20,976	$2.98M	0.51%	–	–
Lincoln National Corp	20,866	$2.95M	0.07%	–	–
Homrich & Berg	20,837	$2.95M	0.08%	–	–
Cetera Investment Advisers	20,736	$2.93M	0.06%	–	–
Ropes Wealth Advisors LLC	18,901	$2.92M	0.51%	–	–
Stonnington Group, LLC	19,046	$2.90M	0.70%	–	–
PFS Investments Inc.	20,474	$2.90M	0.07%	–	–