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American Express (AXP) Institutional Ownership

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$312.67 +1.95 (+0.63%)
Closing price 03:59 PM Eastern
Extended Trading
$312.38 -0.29 (-0.09%)
As of 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 Massive. Learn more.
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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)
1992
Total
Institutional Inflows
(last 12 months)
$15.66B
Number of
Institutional Sellers
(last 12 months)
1509
Total
Institutional Outflows
(last 12 months)
$13.50B
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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
5/27/2026Birmingham Capital Management Co. Inc. AL12,650$3.83M1.6%-4.7%0.002%
5/26/2026 Glenmede Trust Co. NA282,658$85.50M0.4%-2.6%0.041%
5/26/2026 Axiom Investment Management LLC775$234K0.2%N/A0.000%
5/22/2026 Summitry LLC1,382$418K0.0%+131.9%0.000%
5/22/2026 Groupama Asset Managment1,346$407K0.0%+21.9%0.000%
5/22/2026 Segall Bryant & Hamill LLC26,367$8.07M0.1%N/A0.004%
5/22/2026 Wellington Grp LLC1,993$603K0.2%+41.3%0.000%
5/22/2026 Verus Capital Partners LLC3,481$1.05M0.1%-2.1%0.001%
5/21/2026 GKV Capital Management Co. Inc.350$106K0.0%N/A0.000%
5/21/2026 Vestor Capital LLC809$245K0.0%-99.7%0.000%
5/20/2026 SOA Wealth Advisors LLC.8,426$2.55M0.3%-0.4%0.001%
5/19/2026 Western Wealth Management LLC9,716$2.94M0.1%+15.3%0.001%
5/19/2026 Financial Avengers Inc.36,860$11.15M5.1%-3.5%0.005%
5/19/2026 Silicon Valley Capital Partners36,115$10.92M1.1%-4.8%0.005%
5/19/2026 Paragon Private Wealth Management LLC5,974$1.81M0.6%-2.4%0.001%
5/19/2026 Bank of America Corp DE7,354,574$2.22B0.2%-6.3%1.078%
5/19/2026 Twin Lakes Capital Management LLC2,526$764K0.3%-2.2%0.000%
5/19/2026 Edgestream Partners L.P.22,432$6.79M0.2%+610.3%0.003%
5/19/2026 Kentucky Retirement Systems76,063$23.01M0.8%+120.6%0.011%
5/19/2026 Chesapeake Wealth Management5,120$1.55M0.5%-6.1%0.001%
5/19/2026 Janus Henderson Group PLC2,314,909$700.23M0.3%-7.1%0.339%
5/19/2026 Centaurus Financial Inc.1,661$502K0.0%-3.1%0.000%
5/19/2026 Strategic Investment Advisors MI5,856$1.78M0.1%+80.6%0.001%
5/19/2026 Ashton Thomas Securities LLC1,977$598K0.1%+3.2%0.000%
5/19/2026 Arkadios Wealth Advisors21,263$6.43M0.1%+6.0%0.003%
5/19/2026 Smith Group Asset Management LLC155,547$47.05M2.4%+6.7%0.023%
5/18/2026 Sunbelt Securities Inc.7,356$2.23M0.1%+3.3%0.001%
5/18/2026 Guardian Partners Inc.26,369$8.00M0.7%-0.7%0.004%
5/18/2026 Amundi2,491,756$753.71M0.2%+17.3%0.365%
5/18/2026 Adalta Capital Management LLC22,503$6.81M3.3%-3.2%0.003%
5/18/2026 EverSource Wealth Advisors LLC6,639$2.01M0.1%+12.1%0.001%
5/18/2026 Empire Financial Management Company LLC13,087$3.96M0.9%-13.0%0.002%
5/18/2026 Talon Private Wealth LLC3,051$923K0.1%N/A0.000%
5/18/2026 California State Teachers Retirement System826,577$250.02M0.3%-3.4%0.121%
5/18/2026 Resources Management Corp CT ADV3,810$1.15M0.2%-7.1%0.001%
5/18/2026 Royal Bank of Canada1,740,656$526.51M0.1%-14.6%0.255%
5/18/2026 Richwood Investment Advisors LLC3,114$942K0.7%-3.2%0.000%
5/18/2026 Empowered Funds LLC60,190$18.21M0.1%+188.5%0.009%
5/18/2026 Evelyn Partners Asset Management Ltd275$83K0.0%+623.7%0.000%
5/18/2026 Evercore Wealth Management LLC12,652$3.83M0.1%-8.9%0.002%
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5/16/2026 The Manufacturers Life Insurance Company 420,655$127.24M0.1%-4.8%0.062%
5/16/2026 KCM Investment Advisors LLC10,491$3.17M0.1%+0.9%0.002%
5/16/2026 IMG Wealth Management Inc.502$152K0.1%-7.2%0.000%
5/16/2026 Quantinno Capital Management LP302,722$91.57M0.2%+28.6%0.044%
5/16/2026 SummitTX Capital L.P.5,651$1.71M0.1%N/A0.001%
5/16/2026 Lazard Asset Management LLC226,878$68.63M0.1%-13.0%0.033%
5/15/2026 Gateway Wealth Partners LLC8,734$2.64M0.1%+524.3%0.001%
5/15/2026 Quadcap Wealth Management LLC801$242K0.0%+4.8%0.000%
5/15/2026 Everest Financial Group LLC1,950$590K0.1%+5.5%0.000%
5/15/2026 OMERS ADMINISTRATION Corp28,202$8.53M0.1%+22.4%0.004%
5/15/2026 North Reef Capital Management LP50,000$15.12M0.5%N/A0.007%
5/15/2026 Van Diest Capital LLC1,662$503K0.4%+98.3%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT136,315$41.23M0.6%+0.2%0.020%
5/15/2026 Lombard Odier Asset Management Switzerland SA35,039$10.60M0.4%-2.7%0.005%
5/15/2026 Unio Capital LLC83,643$25.30M5.4%+71.7%0.012%
5/15/2026 Waverly Advisors LLC91,809$27.77M0.2%+5.4%0.013%
5/15/2026 Wealth Alliance LLC4,951$1.50M0.1%+1.3%0.001%
5/15/2026 Vivaldi Capital Management LP1,039$314K0.0%-3.4%0.000%
5/15/2026 Epoch Investment Partners Inc.349,126$105.60M0.6%-28.9%0.051%
5/15/2026 Dempze Nancy E9,789$2.96M1.6%+22.2%0.001%
5/15/2026 Entropy Technologies LP58,158$17.59M0.8%+45.9%0.009%
5/15/2026 Empirical Finance LLC19,745$5.97M0.3%-0.3%0.003%
5/15/2026 Bridgewater Advisors Inc.8,226$2.54M0.2%-4.0%0.001%
5/15/2026 Boreal Capital Management LLC286$87K0.1%-14.9%0.000%
5/15/2026 Cannell & Spears LLC7,426$2.22M0.0%+4.2%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund1,236,438$374.00M0.6%+350.0%0.181%
5/14/2026 Dai ichi Life Insurance Company Ltd47,716$14.43M0.4%-24.0%0.007%
5/14/2026 Renaissance Technologies LLC550,880$166.63M0.3%N/A0.081%
5/14/2026 Gabelli Funds LLC440,542$133.26M0.9%-7.0%0.065%
5/14/2026 Gamco Investors INC. ET AL393,708$119.09M1.2%-6.8%0.058%
5/14/2026 Hilltop Holdings Inc.5,507$1.67M0.1%+25.7%0.001%
5/14/2026 Morningstar Investment Management LLC20,656$6.25M0.4%-26.2%0.003%
5/14/2026 GC Wealth Management RIA LLC9,144$2.77M0.1%+1.3%0.001%
5/14/2026 Public Employees Retirement System of Ohio220,964$66.84M0.2%+0.3%0.032%
5/14/2026 Compound Planning Inc.10,674$3.23M0.1%+8.5%0.002%
5/14/2026 Modern Wealth Management LLC47,475$14.31M0.2%+4.4%0.007%
5/14/2026 Keebeck Wealth Management1,687$510K0.1%+4.4%0.000%
5/14/2026 Arrowstreet Capital Limited Partnership172,464$52.17M0.0%N/A0.025%
5/14/2026 Clarkston Capital Partners LLC14,664$4.44M0.3%-88.8%0.002%
5/14/2026 Bowen Hanes & Co. Inc.319,754$96.72M2.4%-0.3%0.047%
5/14/2026 Infusive Asset Management Inc.22,192$6.71M3.2%+88.1%0.003%
5/14/2026 Bank of Nova Scotia136,050$41.15M0.1%+4.4%0.020%
5/14/2026 Gibbs Wealth Management1,257$380K0.0%+59.1%0.000%
5/14/2026 Sei Investments Co.271,525$82.12M0.1%+7.6%0.040%
5/14/2026 MWA Asset Management2,699$817K0.4%+21.7%0.000%
5/14/2026 Davis R M Inc.911$276K0.0%-34.6%0.000%
5/14/2026 Ascension Capital Advisors Inc.1,224$370K0.1%N/A0.000%
5/14/2026 State of Wyoming1,255$380K0.0%-14.6%0.000%
5/13/2026 Cetera Investment Advisers221,092$66.88M0.1%+4.8%0.032%
5/13/2026 Icon Advisers Inc. Co.4,800$1.45M0.3%-12.7%0.001%
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5/13/2026 Lavaca Capital LLC1,590$481K0.1%+169.5%0.000%
5/13/2026 Aureus Asset Management LLC111,193$33.63M2.2%-19.6%0.016%
5/13/2026 Prestige Wealth Management Group LLC713$216K0.0%-58.4%0.000%
5/13/2026 Fairbanks Capital Management Inc.6,366$1.93M1.2%+305.5%0.001%
5/13/2026 Godshalk Welsh Capital Management Inc.10,710$3.24M1.9%-0.8%0.002%
5/13/2026 NewEdge Wealth LLC23,497$7.11M0.1%-40.6%0.003%
5/13/2026 Arvest Bank Trust Division23,760$7.19M0.4%-0.9%0.003%
5/13/2026 First Citizens Bank & Trust Co.6,065$1.84M0.0%-6.7%0.001%
5/13/2026 CI Investments Inc.69,511$21.03M0.1%-5.8%0.010%
5/13/2026 First Trust Advisors LP1,421,221$429.89M0.3%+11.0%0.208%


AXP Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,137 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($17.06B), State Street Corp ($10.90B), Morgan Stanley ($4.88B), Geode Capital Management LLC ($4.69B), Fisher Asset Management LLC ($3.34B), FMR LLC ($3.24B), and Wellington Management Group LLP ($2.95B).Learn more on American Express' institutional investors.

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

Of the 2,654 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 ($18.63M), Nuveen LLC ($5.70M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($4.11M), Capital World Investors ($2.49M), Wellington Management Group LLP ($2.17M), GAMMA Investing LLC ($2.17M), and Capital Research Global Investors ($1.99M).

Institutional investors have bought a total of 46,261,467 shares in the last 24 months. This purchase volume represents approximately $15.66B in transactions.

Of the 1,509 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 ($6.93M), Massachusetts Financial Services Co. MA ($2.06M), Columbia Asset Management ($1.80M), Laurel Wealth Advisors LLC ($1.74M), Invesco Ltd. ($1.24M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.16M), and Lazard Asset Management LLC ($1.12M).

Institutional investors have sold a total of 39,692,020 shares in the last 24 months. This volume of shares sold represents approximately $13.50B in transactions.


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This page (NYSE:AXP) was last updated on 5/27/2026 by MarketBeat.com Staff.
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