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
Inlet Private Wealth, LLC	10,403	$1.47M	0.42%	–	–
Lincoln Capital LLC	10,357	$1.47M	0.46%	–	–
Woodstock Corp	10,353	$1.46M	0.19%	–	–
Venture Visionary Partners LLC	10,350	$1.46M	0.12%	–	–
Berkshire Asset Management LLC	10,328	$1.46M	0.11%	–	–
Personal Capital Advisors Corp	10,312	$1.46M	0.01%	–	–
Spirit of America Management Corp	10,250	$1.45M	0.34%	–	–
Ingalls & Snyder LLC	10,189	$1.44M	0.07%	–	–
Meitav Dash Investments Ltd	10,125	$1.44M	0.05%	–	–
Veriti Management LLC	10,161	$1.44M	0.38%	–	–
Dakota Wealth Management	10,145	$1.44M	0.19%	–	–
St. Johns Investment Management Company, LLC	10,128	$1.43M	0.82%	–	–
Buckley Wealth Management, LLC	10,116	$1.43M	0.53%	–	–
Chicago Capital, LLC	10,104	$1.43M	0.06%	–	–
Corient Capital Partners, LLC	10,090	$1.43M	0.12%	–	–
Regentatlantic Capital LLC	10,087	$1.43M	0.05%	–	–
Assenagon Asset Management S.A.	10,046	$1.42M	0.01%	–	–
Cetera Advisors LLC	10,042	$1.42M	0.04%	–	–
Livforsakringsbolaget Skandia, Omsesidigt	10,040	$1.42M	0.10%	–	–
Hyman Charles D	10,004	$1.42M	0.10%	–	–
Sovarnum Capital L.P.	10,000	$1.41M	1.07%	–	–
Abundance Wealth Counselors	9,956	$1.41M	0.35%	–	–
Anchor Investment Management, LLC	9,900	$1.40M	0.21%	–	–
Knuff & Co LLC	9,855	$1.39M	0.60%	–	–
Allstate Corp	9,842	$1.39M	0.04%	–	–
Cresset Asset Management, LLC	9,811	$1.39M	0.02%	–	–
Bradley & Co. Private Wealth Management, LLC	9,803	$1.39M	1.28%	–	–
Heritage Wealth Management, LLC	9,749	$1.38M	0.78%	–	–
Massmutual Trust Co FSB	9,724	$1.38M	0.06%	–	–
IndexIQ Advisors LLC	9,688	$1.37M	0.05%	–	–
Stokes Family Office, LLC	9,607	$1.36M	0.21%	–	–
Illinois Municipal Retirement Fund	9,542	$1.35M	0.06%	–	–
ACG Wealth	9,543	$1.35M	0.18%	–	–
Beacon Financial Group	10,871	$1.35M	0.21%	–	–
Caldwell Trust Co	9,473	$1.34M	0.19%	–	–
Simmons Bank	9,452	$1.34M	0.10%	–	–
American National Registered Investment Advisor, Inc.	9,418	$1.33M	0.52%	–	–
Grimes & Company, Inc.	9,404	$1.33M	0.06%	–	–
Carl P. Sherr & Co., LLC	9,393	$1.33M	1.00%	–	–
Ameritas Investment Partners, Inc.	9,355	$1.32M	0.05%	–	–
Gateway Investment Advisers LLC	9,324	$1.32M	0.01%	–	–
FineMark National Bank & Trust	9,311	$1.32M	0.06%	–	–
Bryn Mawr Trust Co	9,308	$1.32M	0.05%	–	–
BI Asset Management Fondsmaeglerselskab A/S	9,307	$1.32M	0.05%	–	–
USA Financial Portformulas Corp	9,295	$1.31M	1.07%	–	–
Evoke Wealth, LLC	9,257	$1.31M	0.06%	–	–
Marble Harbor Investment Counsel, LLC	9,263	$1.31M	0.18%	–	–
Brown Advisory Securities, LLC	9,258	$1.31M	0.22%	–	–
Trustcore Financial Services, LLC	9,211	$1.30M	0.15%	–	–
Walter & Keenan Financial Consulting Co	9,200	$1.30M	0.46%	–	–
Smithfield Trust Co	9,164	$1.30M	0.09%	–	–
Snow Capital Management LP	9,154	$1.29M	0.19%	–	–
Community Bank, N.A.	9,160	$1.29M	0.16%	–	–
Geneos Wealth Management Inc.	8,431	$1.29M	0.04%	–	–
Rehmann Capital Advisory Group	9,181	$1.29M	0.13%	–	–
Beaumont Financial Partners, LLC	9,105	$1.29M	0.11%	–	–
Wright Investors Service Inc	9,080	$1.28M	0.39%	–	–
NTV Asset Management LLC	9,025	$1.28M	0.24%	–	–
J. W. Coons Advisors, LLC	9,003	$1.27M	0.45%	–	–
Boltwood Capital Management	8,951	$1.27M	0.56%	–	–
Savant Capital, LLC	8,913	$1.26M	0.07%	–	–
SeaCrest Wealth Management, LLC	8,879	$1.26M	0.17%	–	–
Evermay Wealth Management LLC	8,831	$1.25M	0.25%	–	–
Palisade Asset Management, LLC	8,832	$1.25M	0.16%	–	–
Invst, LLC	8,105	$1.24M	0.21%	–	–
Keebeck Wealth Management, LLC	8,748	$1.24M	0.19%	–	–
Center for Financial Planning, Inc.	8,732	$1.24M	0.32%	–	–
Conning Inc.	8,694	$1.23M	0.04%	–	–
GWM Advisors LLC	8,695	$1.23M	0.04%	–	–
Thompson Investment Management, Inc.	8,685	$1.23M	0.19%	–	–
Raab & Moskowitz Asset Management LLC	8,644	$1.22M	0.48%	–	–
TCF National Bank	8,645	$1.22M	0.14%	–	–
Hudson Valley Investment Advisors Inc	8,600	$1.22M	0.22%	–	–
Insight Advisors, LLC	7,895	$1.21M	0.38%	–	–
Auxier Asset Management	8,558	$1.21M	0.21%	–	–
Barometer Capital Management Inc.	8,530	$1.21M	0.20%	–	–
Voya Financial Advisors, Inc.	8,366	$1.20M	0.05%	–	–
Okabena Investment Services Inc	8,462	$1.20M	0.64%	–	–
Everett Harris & Co	8,453	$1.20M	0.02%	–	–
Fulton Bank, N.A.	8,450	$1.20M	0.06%	–	–
Silicon Hills Wealth Management, LLC	8,403	$1.19M	1.08%	–	–
Obermeyer Wood Investment Counsel, LLLP	8,386	$1.19M	0.07%	–	–
Csenge Advisory Group	7,993	$1.18M	0.12%	–	–
Nomura Holdings Inc	8,372	$1.18M	0.01%	–	–
Amarillo National Bank	8,313	$1.18M	0.30%	–	–
Taylor Frigon Capital Management LLC	8,236	$1.17M	0.36%	–	–
CAPROCK Group, Inc.	8,203	$1.16M	0.13%	–	–
Pitcairn Co	8,228	$1.16M	0.08%	–	–
Brewin Dolphin Ltd	8,222	$1.16M	0.06%	–	–
Excalibur Management Corp	8,211	$1.16M	0.57%	–	–
Lavaca Capital LLC	8,179	$1.16M	0.67%	–	–
Mid Atlantic Financial Management Inc	8,149	$1.15M	0.08%	–	–
Orrstown Financial Services Inc	7,975	$1.15M	1.63%	–	–
Argent Advisors, Inc.	8,135	$1.15M	0.74%	–	–
M Holdings Securities, Inc.	8,089	$1.14M	0.10%	–	–
Parallel Advisors, LLC	8,089	$1.14M	0.05%	–	–
Quadrant Capital Group LLC	8,065	$1.14M	0.19%	–	–
Penobscot Investment Management Company, Inc.	8,059	$1.14M	0.18%	–	–
Patten & Patten Inc	8,043	$1.14M	0.09%	–	–
Bank of Hawaii	8,029	$1.14M	0.07%	–	–