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American Express (AXP) Institutional Ownership

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$325.53 +8.18 (+2.58%)
As of 03:57 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)
1692
Total
Institutional Inflows
(last 12 months)
$14.63B
Number of
Institutional Sellers
(last 12 months)
1398
Total
Institutional Outflows
(last 12 months)
$10.03B
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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
7/10/2025Guided Capital Wealth Management LLC4,889$1.56M1.2%+0.7%0.001%
7/10/2025Rockland Trust Co.5,158$1.65M0.1%-8.4%0.001%
7/10/2025ARS Wealth Advisors Group LLC721$230K0.0%N/A0.000%
7/10/2025Contravisory Investment Management Inc.31,693$10.11M2.0%+0.5%0.005%
7/10/2025Ferguson Wellman Capital Management Inc.10,189$3.25M0.1%+56.1%0.001%
7/10/2025Baker Tilly Wealth Management LLC817$261K0.1%N/A0.000%
7/10/2025Exchange Traded Concepts LLC11,198$3.57M0.0%-78.6%0.002%
7/10/2025Marshall Financial Group LLC892$288K0.1%-4.2%0.000%
7/10/2025Fulton Bank N.A.8,750$2.79M0.1%+8.5%0.001%
7/10/2025NorthCrest Asset Manangement LLC81,091$26.61M0.7%-2.0%0.012%
7/10/2025Wealth Enhancement Advisory Services LLC327,745$107.54M0.2%-9.6%0.047%
7/10/2025Sharkey Howes & Javer1,320$421K0.1%-8.3%0.000%
7/10/2025Capital Advisory Group Advisory Services LLC2,170$692K0.2%+5.0%0.000%
7/10/2025Mn Services Vermogensbeheer B.V.209,712$66.89M0.5%-2.5%0.030%
7/10/2025Wedmont Private Capital12,040$3.82M0.2%+4.2%0.002%
7/10/2025Tompkins Financial Corp4,442$1.42M0.1%+49.9%0.001%
7/10/2025American Financial Advisors LLC702$224K0.0%N/A0.000%
7/10/2025Swedbank AB366,826$117.01M0.1%-5.1%0.052%
7/10/2025Secure Asset Management LLC2,386$761K0.1%+92.6%0.000%
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd347,147$110.73M1.0%+4.6%0.050%
7/10/2025KMG Fiduciary Partners LLC31,353$10.00M0.7%+0.6%0.004%
7/10/2025Signal Advisors Wealth LLC835$266K0.0%-83.4%0.000%
7/10/2025Sovran Advisors LLC974$309K0.0%-9.2%0.000%
7/10/2025Sunflower Bank N.A.3,857$1.23M0.3%-5.0%0.001%
7/10/2025Financial Management Network Inc.3,315$1.09M0.2%+2.8%0.000%
7/10/2025Chickasaw Capital Management LLC640$204K0.0%N/A0.000%
7/9/2025Sivia Capital Partners LLC1,738$554K0.2%+13.0%0.000%
7/9/2025Sawyer & Company Inc10,095$3.22M1.2%-2.2%0.001%
7/9/2025Dynamic Advisor Solutions LLC16,332$5.21M0.2%+1.1%0.002%
7/9/2025Gilman Hill Asset Management LLC16,284$5.19M0.8%+0.4%0.002%
7/9/2025Radnor Capital Management LLC38,558$12.30M2.0%-1.0%0.006%
7/9/2025Bruce G. Allen Investments LLC637$203K0.2%+10.0%0.000%
7/9/2025Stokes Capital Advisors LLC35,303$11.26M2.8%+7.7%0.005%
7/9/2025DLK Investment Management LLC869$277K0.1%+3.8%0.000%
7/9/2025Pines Wealth Management LLC1,785$586K0.2%-6.8%0.000%
7/9/2025Chesley Taft & Associates LLC105,437$33.63M1.5%+0.1%0.015%
7/9/2025Sapient Capital LLC5,633$1.80M0.0%+8.2%0.001%
7/9/2025Procyon Advisors LLC6,350$2.03M0.2%-29.6%0.001%
7/9/2025Affinity Capital Advisors LLC631$201K0.0%N/A0.000%
7/9/2025Mirador Capital Partners LP811$259K0.0%-4.0%0.000%
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7/9/2025Gateway Investment Advisers LLC7,169$2.29M0.0%-1.7%0.001%
7/9/2025Baron Wealth Management LLC774$247K0.1%N/A0.000%
7/9/2025Goelzer Investment Management Inc.14,014$4.47M0.2%-1.0%0.002%
7/9/2025David J Yvars Group1,270$405K0.2%+63.9%0.000%
7/9/2025Aaron Wealth Advisors LLC4,387$1.40M0.1%+1.6%0.001%
7/9/2025Blodgett Wealth Advisors LLC5,219$1.67M1.3%-7.8%0.001%
7/9/2025Financiere des Professionnels Fonds d investissement inc.2,780$887K0.1%N/A0.000%
7/9/2025Breakwater Capital Group2,214$706K0.1%-5.3%0.000%
7/9/2025Balefire LLC2,326$742K0.2%+10.1%0.000%
7/9/2025Berkshire Bank8,085$2.58M0.6%-2.1%0.001%
7/9/2025Harbor Capital Advisors Inc.11,707$3.73M0.2%-0.8%0.002%
7/9/2025Fragasso Financial Advisors Inc1,585$506K0.0%+6.8%0.000%
7/9/2025Fiduciary Alliance LLC13,514$4.31M0.3%+1.0%0.002%
7/9/2025Bank of New Hampshire8,928$2.85M0.7%+2.3%0.001%
7/9/2025Exchange Bank2,819$899K0.7%-5.7%0.000%
7/9/2025Norman Fields Gottscho Capital Management LLC35,210$11.23M3.7%-0.1%0.005%
7/9/2025PPS&V Asset Management Consultants Inc.698$223K0.1%N/A0.000%
7/9/2025Pacific Capital Wealth Advisors Inc.1,129$364K0.1%-15.2%0.000%
7/9/2025Byrne Asset Management LLC3,856$1.23M0.8%-1.2%0.001%
7/9/2025Silverberg Bernstein Capital Management LLC1,800$574K0.4%N/A0.000%
7/9/2025Veracity Capital LLC7,455$2.38M0.8%+0.5%0.001%
7/9/2025Sarver Vrooman Wealth Advisors226$72K0.0%-25.4%0.000%
7/9/2025Westmount Partners LLC3,077$981K0.3%-7.4%0.000%
7/9/2025Reyes Financial Architecture Inc.1,712$546K0.5%+12.3%0.000%
7/9/2025Czech National Bank135,286$43.15M0.3%+6.1%0.019%
7/9/2025First Financial Corp IN741$236K0.1%-4.5%0.000%
7/9/2025Sandy Cove Advisors LLC1,432$457K0.2%+5.8%0.000%
7/9/2025Sandbox Financial Partners LLC793$253K0.1%-7.6%0.000%
7/9/2025MassMutual Private Wealth & Trust FSB9,739$3.11M0.1%+4.4%0.001%
7/8/2025 Strategic Advocates LLC4,362$1.39M0.4%+44.4%0.001%
7/8/2025 Lpwm LLC1,121$358K0.1%N/A0.000%
7/8/2025 First National Corp MA ADV1,328$424K0.1%-8.8%0.000%
7/8/2025 Everpar Advisors LLC918$293K0.1%+17.2%0.000%
7/8/2025 Northstar Advisory Group LLC10,398$3.32M1.6%+18.1%0.001%
7/8/2025 Dover Advisors LLC8,154$2.60M1.1%+1.8%0.001%
7/8/2025 Partnership Wealth Management LLC2,238$714K0.6%+2.4%0.000%
7/8/2025 Webster Bank N. A.10,153$3.24M0.3%-15.4%0.001%
7/8/2025 Canandaigua National Trust Co of Florida934$298K0.2%N/A0.000%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC66,587$21.24M3.5%-0.7%0.010%
7/8/2025 Canandaigua National Bank & Trust Co.11,934$3.81M0.4%+4.1%0.002%
7/8/2025 RMR Wealth Builders8,394$2.68M0.2%+4.7%0.001%
7/8/2025 Goldstone Financial Group LLC639$210K0.0%N/A0.000%
7/8/2025 NBC Securities Inc.6,106$1.95M0.2%-13.0%0.001%
7/8/2025 Apella Capital LLC4,047$1.31M0.0%+308.0%0.001%
7/8/2025 First International Bank & Trust5,071$1.62M0.6%+1.8%0.001%
7/8/2025 Holcombe Financial Inc.712$227K0.2%N/A0.000%
7/8/2025 Boltwood Capital Management7,243$2.31M0.7%-0.8%0.001%
7/8/2025 Heartwood Wealth Advisors LLC1,172$374K0.0%-3.8%0.000%
7/8/2025 Gradient Investments LLC2,241$715K0.0%-95.3%0.000%
7/8/2025 E. Ohman J or Asset Management AB23,796$7.59M0.2%-2.2%0.003%
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7/8/2025 Parallel Advisors LLC12,937$4.13M0.1%+1.2%0.002%
7/7/2025 Park Edge Advisors LLC3,207$1.02M0.3%-10.3%0.000%
7/7/2025 Teamwork Financial Advisors LLC14,417$4.60M0.5%+3.5%0.002%
7/7/2025 Veery Capital LLC1,044$333K0.1%+38.6%0.000%
7/7/2025 Capital Asset Advisory Services LLC1,191$384K0.0%+2.8%0.000%
7/7/2025 Wesbanco Bank Inc.12,558$4.01M0.1%+153.5%0.002%
7/7/2025 Whitaker Myers Wealth Managers LTD.2,159$689K0.2%+22.0%0.000%
7/7/2025 Somerset Trust Co681$217K0.1%N/A0.000%
7/7/2025 Good Steward Wealth Advisors LLC743$237K0.2%-5.0%0.000%
7/7/2025 Peak Financial Advisors LLC10,385$3.31M1.7%-2.3%0.001%
(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, 2,752 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($12.33B), State Street Corp ($7.94B), BlackRock Inc. ($7.86B), Wellington Management Group LLP ($4.85B), Geode Capital Management LLC ($3.48B), FMR LLC ($3.24B), and Fisher Asset Management LLC ($2.60B).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 2,294 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: Bank Julius Baer & Co. Ltd Zurich ($12.68M), Norges Bank ($11.96M), Nuveen LLC ($5.41M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.58M), Swiss National Bank ($2.29M), Wellington Management Group LLP ($2.17M), and GAMMA Investing LLC ($2.16M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 52,171,618 shares in the last 24 months. This purchase volume represents approximately $14.63B in transactions.

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

Of the 1,396 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), Price T Rowe Associates Inc. MD ($2.13M), Kovitz Investment Group Partners LLC ($1.95M), Massachusetts Financial Services Co. MA ($1.89M), Longview Partners Guernsey LTD ($1.36M), Legal & General Group Plc ($1.24M), and International Assets Investment Management LLC ($906.52K).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 36,508,340 shares in the last 24 months. This volume of shares sold represents approximately $10.03B in transactions.


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This page (NYSE:AXP) was last updated on 7/10/2025 by MarketBeat.com Staff
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