Free Trial
Don't Miss the A.I. Investing RevolutionStart Free For 30 Days

American Express (AXP) Institutional Ownership

American Express logo
$323.86 -4.11 (-1.25%)
Closing price 10/8/2025 03:59 PM Eastern
Extended Trading
$324.50 +0.64 (+0.20%)
As of 10/8/2025 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for American Express (NYSE:AXP)

Current
Institutional Ownership
Percentage
84.33%
Number of
Institutional Buyers
(last 12 months)
1850
Total
Institutional Inflows
(last 12 months)
$19.22B
Number of
Institutional Sellers
(last 12 months)
1486
Total
Institutional Outflows
(last 12 months)
$11.49B
Get AXP Insider Trade Alerts

Want to know when executives and insiders are buying or selling American Express stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AXP Institutional Buying and Selling by Quarter

American Express Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Sheets Smith Investment Management786$261K0.2%N/A0.000%
10/8/2025Guided Capital Wealth Management LLC6,535$2.17M1.9%+33.7%0.001%
10/8/2025Marshall Financial Group LLC928$308K0.1%+4.0%0.000%
10/8/2025Patriot Financial Group Insurance Agency LLC1,791$595K0.1%+8.6%0.000%
10/8/2025Teamwork Financial Advisors LLC45,115$14.99M1.5%+212.9%0.006%
10/8/2025Peak Financial Advisors LLC10,327$3.43M1.6%-0.6%0.001%
10/8/2025Fiduciary Alliance LLC13,163$4.37M0.3%-2.6%0.002%
10/8/2025Wedmont Private Capital12,185$4.00M0.1%+1.2%0.002%
10/8/2025Czech National Bank137,857$45.79M0.3%+1.9%0.020%
10/8/2025Chesley Taft & Associates LLC105,087$34.91M1.5%-0.3%0.015%
10/8/2025Ignite Planners LLC4,913$1.63M0.3%+1.9%0.001%
10/8/2025KWB Wealth9,850$3.14M0.3%-0.3%0.001%
10/8/2025Balefire LLC2,414$802K0.2%+3.8%0.000%
10/8/2025Towerpoint Wealth LLC633$210K0.1%N/A0.000%
10/8/2025Carr Financial Group Corp4,884$1.62M0.4%+2.0%0.001%
10/8/2025Sendero Wealth Management LLC2,680$890K0.1%-19.3%0.000%
10/8/2025Veracity Capital LLC7,402$2.46M0.8%-0.7%0.001%
10/8/2025Accel Wealth Management1,069$355K0.1%-40.8%0.000%
10/7/2025 New Covenant Trust Company N.A.741$246K0.2%-19.1%0.000%
10/7/2025 First International Bank & Trust5,255$1.75M0.6%+3.6%0.001%
10/7/2025 Acropolis Investment Management LLC5,203$1.66M0.1%+139.0%0.001%
10/7/2025 Silverberg Bernstein Capital Management LLC2,645$879K0.5%+46.9%0.000%
10/7/2025 Channel Wealth LLC2,651$881K0.2%-5.9%0.000%
10/7/2025 First Community Trust NA550$183K0.1%-9.8%0.000%
10/7/2025 Woodstock Corp4,656$1.55M0.1%-3.5%0.001%
10/7/2025 GFG Capital LLC8,176$2.72M0.9%-0.6%0.001%
10/7/2025 Wynn Capital LLC14,835$4.93M2.4%+0.4%0.002%
10/7/2025 ST Germain D J Co. Inc.30,077$9.99M0.4%-1.3%0.004%
10/7/2025 Doliver Advisors LP4,533$1.51M0.4%-0.7%0.001%
10/7/2025 Ervin Investment Management LLC4,146$1.38M0.8%-2.8%0.001%
10/7/2025 Assenagon Asset Management S.A.277,209$92.08M0.1%+904.6%0.040%
10/7/2025 Traphagen Investment Advisors LLC2,212$735K0.1%+670.7%0.000%
10/7/2025 Cullen Investment Group LTD.11,198$3.70M0.5%-0.7%0.002%
10/7/2025 Sonora Investment Management Group LLC1,952$648K0.0%-3.6%0.000%
10/7/2025 Sanders Morris Harris LLC3,531$1.17M0.2%N/A0.001%
10/7/2025 Thrive Wealth Management LLC2,044$679K0.1%+1.6%0.000%
10/7/2025 Oak Thistle LLC2,580$857K0.1%N/A0.000%
10/6/2025 Moody National Bank Trust Division12,257$4.07M0.3%+7.7%0.002%
10/6/2025 Old Port Advisors1,276$424K0.1%+3.1%0.000%
10/6/2025 Gradient Investments LLC2,148$713K0.0%-4.1%0.000%
10/6/2025 AssuredPartners Investment Advisors LLC15,175$5.04M1.1%+3.1%0.002%
10/6/2025 Insight Wealth Strategies LLC23,004$7.64M0.9%-0.4%0.003%
10/6/2025 Grove Bank & Trust6,086$2.02M0.2%-2.4%0.001%
10/6/2025 Venture Visionary Partners LLC24,780$8.23M0.3%+1.4%0.004%
10/6/2025 Greenfield Savings Bank13,018$4.32M1.8%-0.7%0.002%
10/6/2025 Nilsine Partners LLC3,227$1.07M0.1%+16.0%0.000%
10/3/2025 Jackson Wealth Management LLC7,361$2.45M0.2%+2.4%0.001%
10/3/2025 Aaron Wealth Advisors LLC5,330$1.77M0.1%+21.5%0.001%
10/3/2025 West Oak Capital LLC12,077$4.01M1.6%-7.5%0.002%
10/2/2025 GAMMA Investing LLC13,788$4.58M0.3%+39.2%0.002%
10/2/2025 Bank of New Hampshire8,983$2.98M0.7%+0.6%0.001%
10/2/2025 AHL Investment Management Inc.10,755$3.57M2.4%-3.2%0.002%
10/2/2025 Investors Research Corp1,574$523K0.1%+3.3%0.000%
10/1/2025 Park National Corp OH16,003$5.32M0.2%-3.8%0.002%
10/1/2025 Jacobs & Co. CA35,026$11.63M1.1%-1.7%0.005%
10/1/2025 Cacti Asset Management LLC392,781$134.21M9.0%-4.9%0.056%
10/1/2025 Neville Rodie & Shaw Inc.51,810$17.21M1.2%+23.2%0.007%
9/30/2025Rydar Equities Inc.5,410$1.73M1.4%N/A0.001%
9/30/2025Cullen Capital Management LLC17,007$5.43M0.1%+2.1%0.002%
9/26/2025Corient Private Wealth LLC814,115$259.69M0.4%-13.3%0.117%
9/26/2025Capital A Wealth Management LLC170$54K0.5%-17.5%0.000%
9/25/2025TradeWell Securities LLC.1,564$499K0.2%N/A0.000%
9/24/2025Texas Permanent School Fund Corp38,815$12.38M0.1%-40.3%0.006%
9/22/2025Caldwell Trust Co17,531$5.59M0.6%N/A0.003%
9/19/2025Watts Gwilliam & Co. LLC3,417$1.17M0.2%+1.0%0.000%
9/19/2025Canal Capital Management LLC725$231K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC17,886$5.71M0.1%+13.0%0.003%
9/11/2025Silicon Valley Capital Partners43,217$13.79M1.4%-3.1%0.006%
9/10/2025Troy Asset Management Ltd458,796$146.35M4.0%-0.2%0.066%
9/9/2025 Cambridge Financial Group LLC5,379$1.72M0.6%-2.1%0.001%
9/9/2025NWF Advisory Services Inc.41,801$13.33M1.6%+13.6%0.006%
9/5/2025GHE LLC17,287$5.51M2.5%+0.7%0.002%
9/4/2025Reynders McVeigh Capital Management LLC3,005$958K0.0%-6.5%0.000%
9/3/2025American Trust1,024$327K0.0%N/A0.000%
8/29/2025Total Investment Management Inc.224$71K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.1,719$548K0.0%+19.5%0.000%
8/28/2025Lavaca Capital LLC2,342$747K0.3%+4.6%0.000%
8/27/2025Orion Porfolio Solutions LLC67,427$21.51M0.2%+8.0%0.010%
8/26/2025Thrivent Financial for Lutherans544,575$173.70M0.4%+26.9%0.078%
8/26/2025MASTERINVEST Kapitalanlage GmbH13,979$4.46M0.5%N/A0.002%
8/26/2025Nautilus Advisors LLC1,885$601K0.4%+22.1%0.000%
8/25/2025Silverlake Wealth Management LLC1,757$560K0.2%+40.1%0.000%
8/22/2025Carter Financial Group INC.1,724$550K0.4%N/A0.000%
8/22/2025Stance Capital LLC4,479$1.43M0.5%N/A0.001%
8/21/2025Pathway Financial Advisers LLC3,360$1.07M0.3%+12.9%0.000%
8/20/2025Kentucky Retirement Systems35,516$11.33M0.3%-6.2%0.005%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund15,074$4.81M0.3%-6.5%0.002%
8/20/2025North Dallas Bank & Trust Co.1,233$393K0.3%N/A0.000%
8/19/2025B. Riley Wealth Advisors Inc.8,706$2.78M0.1%N/A0.001%
8/19/2025Newbridge Financial Services Group Inc.2,710$864K0.1%+10.7%0.000%
8/19/2025Advisory Services Network LLC37,069$11.10M0.2%+41.0%0.005%
8/19/2025Anchor Investment Management LLC8,976$2.86M0.3%-1.9%0.001%
8/19/2025State of Wyoming2,077$663K0.1%+227.1%0.000%
8/19/2025Asset Dedication LLC24,881$7.94M0.6%-1.8%0.004%
8/19/2025Pitcairn Co.6,674$2.13M0.1%-12.6%0.001%
8/18/2025Old North State Trust LLC1,517$484K0.3%+60.9%0.000%
8/18/2025Tyler Stone Wealth Management752$240K0.0%-5.1%0.000%
8/18/2025N.E.W. Advisory Services LLC878$280K0.0%-43.4%0.000%
8/18/2025Geneos Wealth Management Inc.3,799$1.21M0.0%-53.7%0.001%
8/18/2025Hollencrest Capital Management367$117K0.0%+12.2%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, 2,829 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 2,395 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), GAMMA Investing LLC ($2.17M), Wellington Management Group LLP ($2.17M), and Capital Research Global Investors ($1.94M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 65,404,513 shares in the last 24 months. This purchase volume represents approximately $19.21B in transactions.

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

Of the 1,477 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 39,650,007 shares in the last 24 months. This volume of shares sold represents approximately $11.48B in transactions.


Related Companies

This page (NYSE:AXP) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel