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American Express (AXP) Institutional Ownership

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$326.59 +4.13 (+1.28%)
As of 12:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for American Express (NYSE:AXP)

Current
Institutional Ownership
Percentage
84.33%
Number of
Institutional Buyers
(last 12 months)
1843
Total
Institutional Inflows
(last 12 months)
$19.15B
Number of
Institutional Sellers
(last 12 months)
1483
Total
Institutional Outflows
(last 12 months)
$11.58B
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AXP Institutional Buying and Selling by Quarter

American Express Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC67,427$21.51M0.2%+8.0%0.010%
8/26/2025 Thrivent Financial for Lutherans544,575$173.70M0.4%+26.9%0.078%
8/26/2025 MASTERINVEST Kapitalanlage GmbH13,979$4.46M0.5%N/A0.002%
8/26/2025 Nautilus Advisors LLC1,885$601K0.4%+22.1%0.000%
8/25/2025 Silverlake Wealth Management LLC1,757$560K0.2%+40.1%0.000%
8/22/2025 Carter Financial Group INC.1,724$550K0.4%N/A0.000%
8/22/2025 Stance Capital LLC4,479$1.43M0.5%N/A0.001%
8/21/2025 Pathway Financial Advisers LLC3,360$1.07M0.3%+12.9%0.000%
8/20/2025 Kentucky Retirement Systems35,516$11.33M0.3%-6.2%0.005%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund15,074$4.81M0.3%-6.5%0.002%
8/20/2025 North Dallas Bank & Trust Co.1,233$393K0.3%N/A0.000%
8/19/2025 B. Riley Wealth Advisors Inc.8,706$2.78M0.1%N/A0.001%
8/19/2025 Newbridge Financial Services Group Inc.2,710$864K0.1%+10.7%0.000%
8/19/2025 Advisory Services Network LLC37,069$11.10M0.2%+41.0%0.005%
8/19/2025 Anchor Investment Management LLC8,976$2.86M0.3%-1.9%0.001%
8/19/2025 State of Wyoming2,077$663K0.1%+227.1%0.000%
8/19/2025 Asset Dedication LLC24,881$7.94M0.6%-1.8%0.004%
8/19/2025 Pitcairn Co.6,674$2.13M0.1%-12.6%0.001%
8/18/2025 Old North State Trust LLC1,517$484K0.3%+60.9%0.000%
8/18/2025 Tyler Stone Wealth Management752$240K0.0%-5.1%0.000%
8/18/2025 N.E.W. Advisory Services LLC878$280K0.0%-43.4%0.000%
8/18/2025 Geneos Wealth Management Inc.3,799$1.21M0.0%-53.7%0.001%
8/18/2025 Hollencrest Capital Management367$117K0.0%+12.2%0.000%
8/18/2025 Kestra Investment Management LLC4,479$1.43M0.0%-5.6%0.001%
8/18/2025 Rexford Capital Inc.3,341$1.07M0.9%N/A0.000%
8/18/2025 National Bank of Canada FI547,228$174.55M0.2%-7.7%0.079%
8/16/2025 Teachers Insurance & Annuity Association of America12,811$4.09M5.1%-2.2%0.002%
8/16/2025 Public Sector Pension Investment Board272,924$87.06M0.4%-11.2%0.039%
8/16/2025 Winslow Asset Management Inc.33,045$10.54M2.1%+1.5%0.005%
8/16/2025 Evergreen Capital Management LLC9,743$3.11M0.1%+2.6%0.001%
8/15/2025 Strategic Investment Advisors MI3,965$1.26M0.1%-16.5%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co41,653$13.31M0.0%-2.0%0.006%
8/15/2025 Tower Research Capital LLC TRC 14,457$4.61M0.1%-16.5%0.002%
8/15/2025 Front Street Capital Management Inc.650$207K0.0%N/A0.000%
8/15/2025 MUFG Securities EMEA plc1,635$522K0.0%N/A0.000%
8/15/2025 Rakuten Securities Inc.824$263K0.1%-17.6%0.000%
8/15/2025 Corient Private Wealth LLC816,399$259.97M0.3%-13.1%0.117%
8/15/2025 Equitable Holdings Inc.29,411$9.38M0.1%+37.8%0.004%
8/15/2025 Morse Asset Management Inc4,563$1.46M0.3%+11.2%0.001%
8/15/2025 Florida Financial Advisors LLC2,914$929K0.3%+16.5%0.000%
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8/15/2025 Northeast Financial Consultants Inc1,609$513K0.0%-2.2%0.000%
8/15/2025 State of Tennessee Department of Treasury198,778$63.41M0.2%-6.9%0.029%
8/15/2025 Chapman Financial Group LLC2,953$942K0.8%N/A0.000%
8/15/2025 E Fund Management Co. Ltd.1,410$450K0.0%-2.7%0.000%
8/15/2025 DCM Advisors LLC32,599$10.34M4.4%+7.2%0.005%
8/15/2025 Captrust Financial Advisors155,696$49.66M0.1%-0.3%0.022%
8/15/2025 Keel Point LLC2,712$865K0.1%+9.1%0.000%
8/15/2025 AlpenGlobal Capital LLC22,295$7.11M4.3%+1.0%0.003%
8/15/2025 WFA of San Diego LLC288$92K0.1%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC632$202K0.1%N/A0.000%
8/15/2025 Visionary Wealth Advisors1,353$432K0.0%+21.0%0.000%
8/15/2025 Voleon Capital Management LP22,116$7.06M0.4%-37.9%0.003%
8/15/2025 Voya Financial Advisors Inc.1,183$375K0.0%-3.9%0.000%
8/15/2025 Talisman Wealth Advisors LLC649$207K0.2%N/A0.000%
8/15/2025 Skye Global Management LP65,500$20.89M0.4%N/A0.009%
8/15/2025 Smartleaf Asset Management LLC6,423$2.04M0.2%-13.2%0.001%
8/15/2025 Smead Capital Management Inc.884,732$282.21M5.7%-28.0%0.127%
8/15/2025 Snowden Capital Advisors LLC15,898$5.07M0.1%-7.9%0.002%
8/15/2025 Sompo Asset Management Co. Ltd.4,840$1.54M0.3%+10.5%0.001%
8/15/2025 Royal London Asset Management Ltd.260,424$83.07M0.2%-4.6%0.037%
8/15/2025 Rafferty Asset Management LLC185,188$59.07M0.2%+1.8%0.027%
8/15/2025 Redwood Financial Network Corp683$218K0.1%N/A0.000%
8/15/2025 Riggs Asset Managment Co. Inc.25,429$8.11M2.0%-1.7%0.004%
8/15/2025 Ruggaard & Associates LLC1,232$393K0.2%-3.0%0.000%
8/15/2025 Oxford Financial Group LTD. LLC1,312$419K0.0%-2.5%0.000%
8/15/2025 Orion Porfolio Solutions LLC67,403$21.50M0.2%+7.9%0.010%
8/15/2025 MML Investors Services LLC84,521$26.96M0.1%+7.9%0.012%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.38,262$12.21M0.6%-17.6%0.005%
8/15/2025 Mendel Capital Management LLC1,317$420K0.2%+5.6%0.000%
8/15/2025 Modern Wealth Management LLC5,341$1.70M0.0%+8.5%0.001%
8/15/2025 Lazard Asset Management LLC1,137,647$362.89M0.5%-15.8%0.163%
8/15/2025 Heard Capital LLC385,995$123.13M6.4%-4.1%0.055%
8/15/2025 Holocene Advisors LP10,686$3.41M0.0%-51.7%0.002%
8/15/2025 Humankind Investments LLC873$278K0.1%-18.6%0.000%
8/15/2025 ICONIQ Capital LLC2,457$784K0.0%-30.7%0.000%
8/15/2025 IHT Wealth Management LLC10,362$3.31M0.1%+11.6%0.001%
8/15/2025 Fullerton Fund Management Co Ltd.1,010$322K0.0%-51.3%0.000%
8/15/2025 Great Valley Advisor Group Inc.3,147$1.00M0.0%-5.6%0.000%
8/15/2025 Gallagher Fiduciary Advisors LLC990$316K0.0%-10.9%0.000%
8/15/2025 EP Wealth Advisors LLC29,732$9.48M0.1%+4.7%0.004%
8/15/2025 Eventide Asset Management LLC40,710$13.28M0.2%+61.2%0.006%
8/15/2025 Curi Capital LLC6,322$2.02M0.0%+163.0%0.001%
8/15/2025 Beck Mack & Oliver LLC403,450$128.69M2.5%+0.4%0.058%
8/15/2025 Benjamin Edwards Inc.29,166$9.30M0.1%+1.1%0.004%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S91,630$29.23M0.3%-16.8%0.013%
8/15/2025 Bridgeway Capital Management LLC8,900$2.84M0.1%-2.2%0.001%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp88,361$28.19M0.2%-18.0%0.013%
8/15/2025 Banque Transatlantique SA3,752$1.20M0.0%-60.1%0.001%
8/15/2025 Brevan Howard Capital Management LP21,793$6.95M0.0%N/A0.003%
8/15/2025 Adage Capital Partners GP L.L.C.411,388$131.23M0.2%-11.1%0.059%
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8/15/2025 AFT Forsyth & Company Inc.2,656$847K0.4%-1.8%0.000%
8/15/2025 AQR Capital Management LLC339,902$108.42M0.1%+3.4%0.049%
8/15/2025 Ameriprise Financial Inc.3,125,133$988.68M0.2%+26.1%0.449%
8/14/2025 CTC Alternative Strategies Ltd.980$313K0.3%N/A0.000%
8/14/2025 Strategic Wealth Investment Group LLC3,357$1.07M1.6%+4.7%0.000%
8/14/2025 PDT Partners LLC3,800$1.21M0.1%N/A0.001%
8/14/2025 Florida Financial Advisors LLC3,363$1.07M0.8%+34.5%0.000%
8/14/2025 Graney & King LLC292$93K0.1%+12.7%0.000%
8/14/2025 Bragg Financial Advisors Inc91,708$29.25M1.0%+0.9%0.013%
8/14/2025 Ausdal Financial Partners Inc.1,348$430K0.0%-50.1%0.000%
(Data available from 1/1/2016 forward)

AXP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AXP shares?

During the previous two years, 2,823 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($14.81B), State Street Corp ($9.39B), Wellington Management Group LLP ($4.85B), Geode Capital Management LLC ($4.28B), FMR LLC ($3.24B), Fisher Asset Management LLC ($2.79B), and Massachusetts Financial Services Co. MA ($2.35B).Learn more on American Express' institutional investors.

What percentage of American Express' stock is owned by institutional investors?

84.33% of American Express' stock is owned by institutional investors. Learn more on AXP's institutional investor holdings.

Which institutional investors have been buying American Express' stock?

Of the 2,386 institutional investors that purchased American Express' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($17.91M), Nuveen LLC ($5.41M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($4.11M), Boston Partners ($2.42M), Wellington Management Group LLP ($2.17M), GAMMA Investing LLC ($2.16M), and Capital Research Global Investors ($1.94M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 65,280,969 shares in the last 24 months. This purchase volume represents approximately $19.15B in transactions.

Which of American Express' major shareholders have been selling company stock?

Of the 1,483 institutional investors that sold American Express' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($3.25M), Massachusetts Financial Services Co. MA ($2.20M), Price T Rowe Associates Inc. MD ($2.13M), Kovitz Investment Group Partners LLC ($1.95M), Columbia Asset Management ($1.80M), Legal & General Group Plc ($1.61M), and Invesco Ltd. ($969.15K).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 40,095,474 shares in the last 24 months. This volume of shares sold represents approximately $11.58B in transactions.


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This page (NYSE:AXP) was last updated on 8/28/2025 by MarketBeat.com Staff
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