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American Express (AXP) Institutional Ownership

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$313.61 +6.66 (+2.17%)
Closing price 10/15/2026 03:59 PM Eastern
Extended Trading
$314.06 +0.45 (+0.14%)
As of 10/15/2026 07:58 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)
1854
Total
Institutional Inflows
(last 12 months)
$40.01B
Number of
Institutional Sellers
(last 12 months)
1349
Total
Institutional Outflows
(last 12 months)
$11.30B
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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
10/16/2026Riverbend Wealth Management LLC4,534$1.38M0.6%+0.8%0.001%
10/16/2026Sustainable Growth Advisers LP942,591$286.64M3.1%-4.5%0.140%
10/16/2026Goldstein Advisors LLC1,965$598K0.1%+2.8%0.000%
10/16/2026Milestone Asset Management LLC7,927$2.41M0.4%+62.1%0.001%
10/16/2026Ellsworth Advisors LLC11,041$3.36M0.5%N/A0.002%
10/16/2026NFSG Corp4,166$1.27M0.1%+7.1%0.001%
10/16/2026Activest Wealth Management375$114K0.0%-11.3%0.000%
10/16/2026SLT Holdings LLC2,007$610K0.3%+36.2%0.000%
10/15/2026Uptown Financial Advisors LLC1,246$379K0.3%-56.0%0.000%
10/15/2026Fortitude Advisory Group L.L.C.692$211K0.1%N/A0.000%
10/15/2026Cohen Klingenstein LLC184,387$57.38M2.0%+3.4%0.027%
10/15/2026Davidson Capital Management Inc.3,882$1.18M0.2%+3.8%0.001%
10/15/2026AdvisorNet Financial Inc4,411$1.34M0.1%+589.2%0.001%
10/15/2026Community Financial Services Group LLC17,762$5.37M0.8%+0.6%0.003%
10/15/2026Barlow Wealth Partners LLC32,847$9.99M1.1%+3,566.0%0.005%
10/15/2026Saxony Capital Management LLC1,463$445K0.2%+67.8%0.000%
10/15/2026Weaver Capital Management LLC3,237$984K0.2%-5.8%0.000%
10/15/2026Mystic Asset Management Inc.4,315$1.31M0.3%-2.0%0.001%
10/15/2026RDA Financial Network7,167$2.18M0.5%N/A0.001%
10/15/2026Ninety One UK Ltd70,087$21.31M0.0%N/A0.010%
10/15/2026PFG Private Wealth Management LLC1,512$460K0.2%+19.4%0.000%
10/15/2026Ninety One SA Pty Ltd2,486$762K0.0%N/A0.000%
10/15/2026State of Alaska Department of Revenue95,191$28.95M0.3%+43.2%0.014%
10/15/2026Formuepleje A S23,276$7.37M0.6%-2.1%0.003%
10/15/2026Curated Wealth Partners LLC2,171$660K0.1%-99.2%0.000%
10/15/2026WealthPlan Investment Management LLC1,309$398K0.0%-22.6%0.000%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,036$619K0.0%-4.5%0.000%
10/15/2026Nvwm LLC9,808$3.01M0.6%+1.9%0.001%
10/15/2026Covenant Asset Management LLC29,302$8.91M1.2%+58.4%0.004%
10/15/2026Fort Washington Investment Advisors Inc. OH1,624$494K0.0%-5.7%0.000%
10/15/2026B.A. Schrock Wealth Management Inc.10,073$3.24M1.1%N/A0.001%
10/15/2026Nolet Wealth Management LLC810$246K0.1%+5.5%0.000%
10/15/2026Howard Financial Services LTD.1,841$560K0.1%+6.0%0.000%
10/15/2026Ashurst Perkins Coie Trust Co114$35K0.0%N/A0.000%
10/15/2026ZWJ Investment Counsel Inc.163,278$50.12M1.4%+3.1%0.024%
10/15/2026Triangle Securities Wealth Management3,637$1.11M0.2%+88.2%0.001%
10/15/2026William Allan Corp4,908$1.49M0.8%-2.9%0.001%
10/15/2026Mather Group LLC.12,788$3.89M0.0%+56.6%0.002%
10/15/2026Hudock Inc.1,895$576K0.1%+32.4%0.000%
10/15/2026First Pacific Financial1,595$485K0.0%+663.2%0.000%
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10/15/2026Reliant Investment Management LLC26,556$8.08M2.8%N/A0.004%
10/15/2026Weil Company Inc.6,155$1.87M0.3%+1.7%0.001%
10/14/2026FOCUS Wealth Advisors LLC8,815$2.68M1.3%-1.5%0.001%
10/14/2026Triumph Capital Management2,455$771K0.1%+48.9%0.000%
10/14/2026WealthSpring Partners LLC1,556$473K0.5%+61.7%0.000%
10/14/2026Sanders Morris Harris LLC3,246$987K0.1%N/A0.000%
10/14/2026Consilium Wealth Advisory LLC793$241K0.1%+4.6%0.000%
10/14/2026Adirondack Trust Co.2,346$713K0.2%+25.5%0.000%
10/14/2026N10 Wealth LLC18,886$5.74M1.6%+21.9%0.003%
10/14/2026N10 Assets LLC17,669$5.37M2.0%+15.4%0.003%
10/14/2026First Citizens Bank & Trust Co.15,865$4.83M0.1%+158.7%0.002%
10/14/2026Focus Financial Network Inc.5,362$1.74M0.1%+12.9%0.001%
10/14/2026Stone Summit Wealth LLC12,022$3.66M1.0%-10.3%0.002%
10/14/2026MFA Wealth Services2,262$688K0.4%-2.6%0.000%
10/14/2026XY Planning Network Inc.1,955$595K0.1%+77.9%0.000%
10/14/2026ProCore Advisors LLC1,158$352K0.4%-7.0%0.000%
10/14/2026KMG Fiduciary Partners LLC28,896$8.79M0.8%-2.7%0.004%
10/14/2026Salem Investment Counselors Inc.4,757$1.56M0.0%+11.6%0.001%
10/14/2026Signal Advisors Wealth LLC1,171$356K0.0%+21.3%0.000%
10/14/2026Foster Group Inc.27,002$8.34M0.2%+1.6%0.004%
10/14/2026Krilogy Financial LLC8,805$2.68M0.1%+37.3%0.001%
10/14/2026Walker Asset Management LLC1,639$498K0.2%+4.3%0.000%
10/13/2026Fagan Associates Inc.28,735$8.74M1.0%+2,180.6%0.004%
10/13/2026Lineweaver Wealth Advisors LLC961$292K0.0%+13.1%0.000%
10/13/2026Forvis Mazars Wealth Advisors LLC15,056$4.69M0.1%-1.0%0.002%
10/13/2026Courier Capital LLC10,066$3.06M0.6%-47.4%0.001%
10/13/2026Financial Planning Hawaii Inc.2,754$838K0.4%+2.0%0.000%
10/13/2026Salvus Wealth Management LLC11,314$3.44M1.8%-1.7%0.002%
10/13/2026Fragasso Financial Advisors Inc2,904$883K0.0%+43.5%0.000%
10/13/2026NorthCrest Asset Manangement LLC41,413$12.59M0.3%+171.5%0.006%
10/13/2026Avior Wealth Management LLC16,599$5.05M0.1%+0.8%0.002%
10/13/2026Baldwin Wealth Partners LLC MA8,488$2.58M0.2%+1,178.3%0.001%
10/13/2026Woodstock Corp5,425$1.65M0.1%+24.5%0.001%
10/10/2026Marquette Asset Management LLC172$52K0.0%+35.4%0.000%
10/10/2026Tilia Fiduciary Partners Inc.8,282$2.52M1.2%+4.4%0.001%
10/10/2026Jacobs & Co. CA34,997$10.64M1.0%+4.3%0.005%
10/10/2026Schaper Benz & Wise Investment Counsel Inc. WI115,749$35.20M2.2%-0.4%0.017%
10/10/2026Argus Investors Counsel Inc.3,413$1.04M0.8%-1.5%0.001%
10/10/2026Davidson Trust Co.2,052$624K0.2%+4.5%0.000%
10/9/2026Stokes Capital Advisors LLC31,254$9.50M2.2%-4.8%0.005%
10/9/2026Mirador Capital Partners LP12,741$3.88M0.5%+1,922.4%0.002%
10/9/2026Kaizen Financial Strategies1,036$315K0.1%-15.5%0.000%
10/9/2026RFG Bristol Wealth Advisors LLC11,051$3.36M0.8%-0.8%0.002%
10/9/2026Sound Income Strategies LLC3,065$932K0.0%+27.8%0.000%
10/9/2026GK Wealth Management LLC856$260K0.1%N/A0.000%
10/9/2026Balefire LLC4,216$1.42M0.2%+86.5%0.001%
10/9/2026Lincoln Capital LLC18,008$5.48M1.0%-0.2%0.003%
10/9/2026Bill Few Associates Inc.15,688$4.77M0.9%-2.9%0.002%
10/9/2026Shulman DeMeo Asset Management LLC1,285$391K0.1%-8.7%0.000%
10/9/2026Bullock Wealth Management Group684$217K0.1%-90.8%0.000%
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10/9/2026Wedmont Private Capital18,055$5.49M0.1%+42.9%0.003%
10/9/2026Journey Retirement Planning & Investment Management LLC4,064$1.24M0.8%+110.4%0.001%
10/9/2026Cadent Capital Advisors LLC6,836$2.08M0.5%+2.6%0.001%
10/9/2026Central Bank & Trust Co.4,531$1.38M0.2%+63.6%0.001%
10/9/2026WoodTrust Financial Corp36,046$10.96M1.3%-1.5%0.005%
10/9/2026Insight Wealth Strategies LLC851$259K0.0%-17.3%0.000%
10/9/2026Douglas Lane & Associates LLC265,930$80.87M1.0%-3.8%0.039%
10/9/2026Breakwater Capital Group3,895$1.18M0.1%+108.4%0.001%
10/9/2026Chapin Davis Inc.2,008$611K0.1%+31.1%0.000%
10/9/2026LifeGoal Investments LLC684$208K0.1%N/A0.000%


AXP Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,158 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($17.06B), BlackRock Inc. ($14.21B), State Street Corp ($13.86B), Morgan Stanley ($4.88B), Geode Capital Management LLC ($4.69B), Fisher Asset Management LLC ($3.34B), and FMR LLC ($3.24B).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 2,687 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: BlackRock Inc. ($42.01M), Norges Bank ($18.63M), State Street Corp ($12.11M), Corient Private Wealth LP ($8.74M), Nuveen LLC ($5.70M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($4.11M), and Bank of New York Mellon Corp ($3.76M).

Institutional investors have bought a total of 117,383,184 shares in the last 24 months. This purchase volume represents approximately $40.02B in transactions.

Of the 1,348 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 ($7.89M), Laurel Wealth Advisors LLC ($1.74M), Massachusetts Financial Services Co. MA ($1.55M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.36M), Alphinity Investment Management Pty Ltd ($1.07M), Invesco Ltd. ($931.39K), and Lazard Asset Management LLC ($910.77K).

Institutional investors have sold a total of 32,702,466 shares in the last 24 months. This volume of shares sold represents approximately $11.29B in transactions.


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Institutional ownership data for NYSE:AXP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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