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American Express (AXP) Institutional Ownership

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$318.67 -3.23 (-1.00%)
Closing price 03:59 PM Eastern
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$317.35 -1.32 (-0.41%)
As of 07:22 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)
2050
Total
Institutional Inflows
(last 12 months)
$17.93B
Number of
Institutional Sellers
(last 12 months)
1553
Total
Institutional Outflows
(last 12 months)
$15.13B
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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
5/7/2026Lowe Brockenbrough & Co. Inc.11,340$3.43M0.2%-0.5%0.002%
5/7/2026Dimensional Fund Advisors LP2,711,602$820.01M0.2%-0.7%0.397%
5/7/2026Waycross Partners LLC31,618$9.56M0.9%N/A0.005%
5/7/2026Parallel Advisors LLC13,784$4.17M0.1%+1.5%0.002%
5/7/2026Resolute Wealth Strategies LLC3,556$1.08M0.5%+13.8%0.001%
5/7/2026Ironwood Investment Counsel LLC37,290$11.28M1.6%+1.0%0.005%
5/7/2026Boston Common Asset Management LLC11,625$3.52M0.2%-1.1%0.002%
5/7/2026Planning Alternatives Ltd. ADV1,329$402K0.1%+21.9%0.000%
5/7/2026Broderick Brian C11,580$3.50M0.6%+16.9%0.002%
5/7/2026Greenwood Gearhart LLC35,964$10.88M0.6%+8.1%0.005%
5/7/2026KBC Group NV461,760$139.67M0.4%-2.4%0.068%
5/7/2026Koss Olinger Consulting LLC1,365$413K0.0%-8.3%0.000%
5/7/2026Marshall & Sterling Wealth Advisors Inc.1,559$472K0.3%-13.5%0.000%
5/7/2026True North Advisors LLC1,495$452K0.1%-12.0%0.000%
5/7/2026SEB Asset Management AB115,395$34.91M0.1%N/A0.017%
5/7/2026Swiss National Bank1,617,299$489.20M0.3%+6.0%0.237%
5/7/2026 Mediolanum International Funds Ltd47,474$14.12M0.2%-56.5%0.007%
5/7/2026 Spartan Wealth Advisory Services LLC11,545$3.49M0.3%N/A0.002%
5/7/2026 Arjuna Capital7,295$2.21M0.6%+1.9%0.001%
5/7/2026 Ascent Wealth Partners LLC782$237K0.0%+7.7%0.000%
5/6/2026 Jennison Associates LLC7,717$2.33M0.0%-39.8%0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,058$320K0.1%+4.3%0.000%
5/6/2026 Pavion Blue Capital LLC28,453$8.61M3.7%-2.5%0.004%
5/6/2026 GatePass Capital LLC1,593$482K0.2%N/A0.000%
5/6/2026 German American Bancorp Inc.805$243K0.0%-8.6%0.000%
5/6/2026 California Public Employees Retirement System1,273,396$385.18M0.2%+30.6%0.187%
5/6/2026 Ceera Investments LLC21,278$6.44M2.8%-9.4%0.003%
5/6/2026 Clifford Swan Investment Counsel LLC120,569$36.47M1.2%-2.6%0.018%
5/6/2026 Bartlett & CO. Wealth Management LLC101,208$32.40M0.4%-1.3%0.015%
5/6/2026 Heartland Bank & Trust Co3,341$1.01M0.2%+5.8%0.000%
5/6/2026 Zhang Financial LLC16,572$5.01M0.2%N/A0.002%
5/6/2026 Centennial Bank AR 2,431$735K0.3%-17.1%0.000%
5/6/2026 Atlas Wealth LLC8,528$2.58M0.3%+813.1%0.001%
5/6/2026 Cornerstone Planning Group LLC5,453$1.72M0.2%+2.1%0.001%
5/6/2026 Gryphon Financial Partners LLC2,489$753K0.1%+1.5%0.000%
5/6/2026 Hamilton Point Investment Advisors LLC62,092$18.78M2.9%-1.0%0.009%
5/6/2026 Modera Wealth Management LLC18,598$5.63M0.1%-0.4%0.003%
5/6/2026 Advisortrust Partners LLC1,353$409K0.2%+73.0%0.000%
5/6/2026 Catalyst Capital Advisors LLC475$144K0.0%-96.6%0.000%
5/6/2026 Assetmark Inc.83,777$25.34M0.1%+2.8%0.012%
5/6/2026 PeakShares LLC3,483$1.05M1.0%+31.3%0.001%
5/6/2026 Main Street Group LTD130$39K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC3,882$1.17M0.1%+7.7%0.001%
5/6/2026 AXS Investments LLC457$138K0.1%-8.8%0.000%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.17,500$5.29M0.3%N/A0.003%
5/6/2026 Bessemer Group Inc.26,123$7.90M0.0%+4.1%0.004%
5/6/2026 Jag Capital Management LLC22,313$6.75M0.8%-47.7%0.003%
5/6/2026 Avalon Trust Co100$30K0.0%-58.2%0.000%
5/6/2026 SteelPeak Wealth LLC3,230$977K0.0%+11.0%0.000%
5/6/2026 Allspring Global Investments Holdings LLC76,824$23.16M0.0%+16.0%0.011%
5/6/2026 Independent Financial Group LLC7,476$2.26M0.1%N/A0.001%
5/6/2026 Enterprise Financial Services Corp2,740$829K0.4%+27.3%0.000%
5/6/2026 Frazier Financial Advisors LLC100$30K0.0%+66.7%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super77,751$23.52M0.4%N/A0.011%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co6,386$1.93M0.2%+37.1%0.001%
5/5/2026 Evergreen Advisors LLC109$33K0.0%N/A0.000%
5/5/2026 Noesis Capital Mangement Corp108,971$32.96M4.9%+1.8%0.016%
5/5/2026 Delta Financial Advisors LLC2,870$868K0.2%+16.5%0.000%
5/5/2026 Vectors Research Management LLC5,283$1.60M0.5%+1.9%0.001%
5/5/2026 Wealthfront Advisers LLC87,352$26.42M0.1%-0.2%0.013%
5/5/2026 D.A. Davidson & CO.36,421$11.02M0.1%-4.0%0.005%
5/5/2026 RFG Bristol Wealth Advisors LLC10,592$3.20M0.9%-0.5%0.002%
5/5/2026 Navigation Group LLC1,675$507K0.1%N/A0.000%
5/5/2026 Beaumont Financial Advisors LLC8,321$2.52M0.2%-1.0%0.001%
5/5/2026 Twin Capital Management Inc.9,302$2.81M0.4%+1.0%0.001%
5/5/2026 Marks Group Wealth Management Inc875$265K0.0%+20.9%0.000%
5/5/2026 Midwest Professional Planners LTD.13,217$4.00M0.9%+0.9%0.002%
5/5/2026 Bank of New York Mellon Corp3,853,217$1.17B0.2%-3.0%0.565%
5/5/2026 Illinois Municipal Retirement Fund55,881$16.90M0.2%+16.1%0.008%
5/5/2026 Journey Advisory Group LLC13,863$4.19M0.4%-3.5%0.002%
5/5/2026 Geneos Wealth Management Inc.3,249$983K0.0%+2.6%0.000%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.1,303$393K0.0%+28.5%0.000%
5/5/2026 MASTERINVEST Kapitalanlage GmbH14,325$4.33M0.5%+4.2%0.002%
5/5/2026 NFSG Corp3,179$962K0.2%+39.2%0.000%
5/5/2026 Ethos Financial Group LLC1,057$320K0.0%+6.6%0.000%
5/5/2026 Signet Financial Management LLC2,888$873K0.1%+4.4%0.000%
5/5/2026 SouthState Bank Corp15,054$4.55M0.2%-1.5%0.002%
5/5/2026 Opinicus Capital Inc.1,188$359K0.3%+10.7%0.000%
5/5/2026 Sigma Planning Corp12,029$3.64M0.1%+13.4%0.002%
5/5/2026 Mill Capital Management LLC121,534$36.76M2.8%-0.2%0.018%
5/5/2026 Adell Harriman & Carpenter Inc.1,684$510K0.0%-17.9%0.000%
5/5/2026 1ST Source Bank26,937$8.15M0.4%-1.6%0.004%
5/5/2026 Checchi Capital Advisers LLC5,951$1.80M0.1%+5.4%0.001%
5/5/2026 Fell Capital Management ADV2,190$662K0.6%-4.4%0.000%
5/5/2026 Hillsdale Investment Management Inc.7,270$2.20M0.1%-39.3%0.001%
5/5/2026 Hartford Funds Management Co LLC8,243$2.49M0.2%-10.1%0.001%
5/4/2026 Calamos Wealth Management LLC53,611$16.22M0.6%-12.7%0.008%
5/4/2026 Calamos Advisors LLC253,116$76.56M0.3%+26.8%0.037%
5/4/2026 AMG National Trust Bank32,591$9.86M0.2%+28.2%0.005%
5/4/2026 Retirement Planning Group LLC2,261$684K0.0%+18.3%0.000%
5/4/2026 Mattern Capital Management LLC3,822$1.16M0.1%+29.8%0.001%
5/4/2026 Legacy Capital Group California Inc.1,546$468K0.2%-20.7%0.000%
5/4/2026 Bryn Mawr Trust Advisors LLC5,255$1.59M0.1%+1.5%0.001%
5/4/2026 Bleakley Financial Group LLC19,150$5.79M0.1%-12.7%0.003%
5/4/2026 Birinyi Associates Inc.11,360$3.44M0.9%+56.7%0.002%
5/4/2026 Center for Financial Planning Inc.6,414$1.94M0.2%-3.0%0.001%
5/4/2026 HBW Advisory Services LLC1,301$393K0.0%-5.7%0.000%
5/4/2026 State of Michigan Retirement System139,877$42.31M0.2%-0.6%0.020%
5/4/2026 NWF Advisory Services Inc.37,336$11.29M1.3%+1.0%0.005%
5/4/2026 Nadler Financial Group Inc.1,177$356K0.0%-11.7%0.000%


AXP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AXP shares?

During the previous two years, 3,148 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.

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 2,674 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 Alphinity Investment Management Pty Ltd ($2.03M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 55,063,641 shares in the last 24 months. This purchase volume represents approximately $17.93B in transactions.

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

Of the 1,549 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), Kovitz Investment Group Partners LLC ($1.98M), Columbia Asset Management ($1.80M), Laurel Wealth Advisors LLC ($1.74M), Invesco Ltd. ($1.54M), and Price T Rowe Associates Inc. MD ($1.17M).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 45,986,238 shares in the last 24 months. This volume of shares sold represents approximately $15.13B in transactions.


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This page (NYSE:AXP) was last updated on 5/7/2026 by MarketBeat.com Staff.
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