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
Kingfisher Capital LLC	20,471	$2.90M	0.81%	–	–
Asset Dedication, LLC	20,238	$2.87M	0.65%	–	–
Lido Advisors, LLC	20,115	$2.85M	0.08%	–	–
Cetera Advisor Networks LLC	20,049	$2.84M	0.06%	–	–
Meiji Yasuda Life Insurance Co	19,992	$2.83M	0.05%	–	–
Tdam USA Inc.	19,907	$2.82M	0.17%	–	–
Varma Mutual Pension Insurance Co	19,735	$2.79M	0.04%	–	–
Meeder Asset Management Inc	19,638	$2.78M	0.14%	–	–
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	19,529	$2.76M	0.30%	–	–
Clearstead Advisors, LLC	19,366	$2.74M	0.23%	–	–
Wetherby Asset Management Inc	19,070	$2.70M	0.21%	–	–
Kentucky Retirement Systems Insurance Trust Fund	19,062	$2.70M	0.29%	–	–
Old Dominion Capital Management Inc	18,981	$2.69M	0.62%	–	–
Umb Bank N A	18,961	$2.68M	0.07%	–	–
Mirova	18,964	$2.68M	0.32%	–	–
Raymond James Trust N.A.	18,959	$2.68M	0.09%	–	–
Sawgrass Asset Management LLC	18,811	$2.66M	0.21%	–	–
Primecap Management Co	18,800	$2.66M	0.00%	–	–
Redpoint Investment Management Pty Ltd	18,719	$2.65M	0.22%	–	–
Kestra Private Wealth Services, LLC	18,669	$2.64M	0.18%	–	–
TrinityPoint Wealth, LLC	18,655	$2.64M	0.61%	–	–
Ethic Inc.	18,643	$2.64M	0.47%	–	–
Beese Fulmer Investment Management, Inc.	18,585	$2.63M	0.32%	–	–
Independent Advisor Alliance	18,571	$2.63M	0.16%	–	–
WP Advisors, LLC	18,564	$2.63M	1.13%	–	–
Wellington Shields Capital Management, LLC	18,542	$2.62M	0.25%	–	–
Pinkerton Retirement Specialists, LLC	18,545	$2.62M	0.55%	–	–
Strategic Wealth Partners, Ltd.	18,483	$2.61M	1.04%	–	–
Altium Wealth Management LLC	18,465	$2.61M	0.21%	–	–
Pacifica Capital Investments, LLC	18,430	$2.61M	0.91%	–	–
HighPoint Advisor Group LLC	17,661	$2.60M	0.30%	–	–
Salvus Wealth Management, LLC	17,614	$2.59M	2.42%	–	–
Bel Air Investment Advisors LLC	18,275	$2.58M	0.08%	–	–
Hotaling Investment Management, LLC	18,216	$2.58M	1.16%	–	–
MD Financial Management Inc.	18,196	$2.57M	0.08%	–	–
Mount Vernon Associates Inc	18,186	$2.57M	2.53%	–	–
Murphy Capital Management Inc	18,120	$2.56M	0.32%	–	–
People's United Financial, Inc.	18,053	$2.55M	0.06%	–	–
AlphaCrest Capital Management LLC	17,945	$2.54M	0.14%	–	–
Courier Capital LLC	17,936	$2.54M	0.26%	–	–
West Oak Capital, LLC	17,900	$2.53M	1.08%	–	–
Brewin Dolphin Wealth Management Ltd	17,790	$2.52M	0.38%	–	–
Jag Capital Management, LLC	17,768	$2.51M	0.22%	–	–
Acadian Asset Management LLC	17,741	$2.51M	0.01%	–	–
Callahan Advisors, LLC	17,714	$2.50M	0.34%	–	–
Condor Capital Management	17,686	$2.50M	0.30%	–	–
RNC Capital Management LLC	17,596	$2.49M	0.14%	–	–
Eads & Heald Wealth Management	17,558	$2.48M	1.28%	–	–
Brave Asset Management Inc	17,511	$2.48M	0.84%	–	–
Cookson Peirce & Co Inc	17,506	$2.48M	0.16%	–	–
Proequities, Inc.	17,424	$2.47M	0.17%	–	–
Howland Capital Management LLC	17,392	$2.46M	0.14%	–	–
Busey Wealth Management	17,178	$2.43M	0.12%	–	–
BFSG, LLC	17,115	$2.42M	0.39%	–	–
Everence Capital Management Inc	17,094	$2.42M	0.22%	–	–
NVWM, LLC	16,958	$2.40M	0.95%	–	–
Peoples Financial Services Corp.	16,869	$2.39M	1.04%	–	–
Brendel Financial Advisors LLC	16,800	$2.38M	1.59%	–	–
TIAA Kaspick, LLC	16,690	$2.36M	11.12%	–	–
Fundamentun, LLC	16,689	$2.36M	0.75%	–	–
Bessemer Group Inc	16,681	$2.36M	0.01%	–	–
Bennicas & Associates, Inc.	16,637	$2.35M	1.35%	–	–
Northstar Group, Inc.	16,585	$2.35M	0.66%	–	–
Vident Investment Advisory, LLC	16,497	$2.33M	0.08%	–	–
Cito Capital Group, LLC	16,350	$2.32M	1.13%	–	–
Evercore Wealth Management, LLC	16,370	$2.31M	0.05%	–	–
Qube Research & Technologies Ltd	16,300	$2.31M	0.04%	–	–
Montag A & Associates Inc	16,250	$2.30M	0.13%	–	–
Bank of Stockton	16,096	$2.28M	0.76%	–	–
Naples Global Advisors, LLC	16,020	$2.27M	0.34%	–	–
Arrowstreet Capital, Limited Partnership	16,010	$2.26M	0.00%	–	–
Sigma Planning Corp	16,003	$2.26M	0.07%	–	–
Tower Bridge Advisors	15,896	$2.25M	0.17%	–	–
Sompo Asset Management Co., Ltd.	15,880	$2.25M	0.51%	–	–
MACRO Consulting Group	15,847	$2.24M	1.21%	–	–
IFG Advisory, LLC	15,837	$2.24M	0.28%	–	–
Siemens Fonds Invest GmbH	15,659	$2.21M	0.21%	–	–
FDx Advisors, Inc.	15,601	$2.21M	0.08%	–	–
Factorial Partners, LLC	15,500	$2.19M	1.54%	–	–
IMC-Chicago, LLC	15,473	$2.19M	0.21%	–	–
Valueworks LLC	15,475	$2.19M	1.24%	–	–
LS Investment Advisors, LLC	15,459	$2.19M	0.12%	–	–
Investment Counsel Inc.	15,458	$2.19M	1.54%	–	–
Washington Trust Co	15,286	$2.16M	0.07%	–	–
Van Eck Associates Corp	15,195	$2.15M	0.01%	–	–
Solitude Financial Services	15,028	$2.13M	1.71%	–	–
Independent Investors Inc	15,014	$2.12M	0.56%	–	–
Selway Asset Management	14,975	$2.12M	1.23%	–	–
Jacobi Capital Management LLC	14,973	$2.12M	0.31%	–	–
Stableford Capital II LLC	14,803	$2.09M	1.06%	–	–
Pettee Investors, Inc.	14,656	$2.07M	1.00%	–	–
HBK Sorce Advisory LLC	14,644	$2.07M	0.12%	–	–
Bank Julius Baer & Co. Ltd, Zurich	14,490	$2.05M	0.02%	–	–
BKD Wealth Advisors, LLC	14,383	$2.03M	0.10%	–	–
Guardian Capital LP	14,318	$2.02M	0.03%	–	–
Private Asset Management Inc	14,299	$2.02M	0.28%	–	–
Signet Investment Advisory Group, Inc.	14,253	$2.02M	1.56%	–	–
Sawyer & Company, Inc	14,243	$2.02M	1.00%	–	–
South State Corp.	14,205	$2.01M	0.19%	–	–
Icon Advisers Inc	14,200	$2.01M	0.31%	–	–