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American Express (AXP) Institutional Ownership

American Express logo
$326.11 -3.71 (-1.12%)
As of 09/4/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
84.33%
Number of
Institutional Buyers
(last 12 months)
1839
Total
Institutional Inflows
(last 12 months)
$126.46B
Number of
Institutional Sellers
(last 12 months)
1352
Total
Institutional Outflows
(last 12 months)
$11.34B
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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
9/3/2026 Anchor Capital Advisors LLC49,871$16.87M0.3%-6.3%0.007%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,077$364K0.0%N/A0.000%
9/2/2026 Range Advisory LLC1,290$436K0.1%+30.4%0.000%
9/2/2026 Capital & Planning LLC600$203K0.1%N/A0.000%
9/1/2026 Parrish Capital LLC4,167$1.41M1.1%-14.4%0.001%
8/27/2026 Corient Private Wealth LP718,481$243.03M0.3%-10.8%0.106%
8/27/2026 Formuepleje A S23,780$8.04M0.6%+12.3%0.004%
8/26/2026 Giverny Capital Inc.46,702$15.75M0.5%N/A0.007%
8/26/2026 HORAN Wealth LLC1,238$419K0.1%-3.9%0.000%
8/26/2026 Amundi2,355,244$796.66M0.2%-5.5%0.349%
8/26/2026 Wellington Grp LLC2,950$998K0.3%+48.0%0.000%
8/26/2026 HighTower Advisors LLC456,856$154.53M0.1%-5.3%0.068%
8/24/2026 Strategic Financial Services Inc.628$212K0.0%N/A0.000%
8/24/2026 First Eagle Investment Management LLC1,680,147$568.31M0.6%+1.1%0.249%
8/24/2026 CYBER HORNET ETFs LLC1,835$568K0.2%+24.3%0.000%
8/24/2026 California State Teachers Retirement System269,392,448$91.12B0.2%+32,491.3%39.892%
8/23/2026 Tanager Wealth Management LLP3,061$1.04M0.1%+46.0%0.000%
8/23/2026 Ameritas Advisory Services LLC6,721$2.27M0.0%+80.5%0.001%
8/23/2026 Wedmont Private Capital12,631$4.43M0.1%+3.8%0.002%
8/23/2026 Kintra Wealth LLC2,654$912K0.0%+19.5%0.000%
8/23/2026 HB Wealth Management LLC68,800$23.27M0.1%+2.8%0.010%
8/23/2026 Saudi Central Bank37,204$12.58M0.2%+82.9%0.006%
8/23/2026 Angeles Wealth Management LLC6,177$2.09M0.1%+59.1%0.001%
8/23/2026 Azimuth Capital Investment Management LLC9,685$3.28M0.1%-2.8%0.001%
8/22/2026 Rose Capital Advisors LLC5,594$1.89M0.9%N/A0.001%
8/22/2026 Compass Financial Management LLC1,414$483K0.1%N/A0.000%
8/22/2026 NBH Bank1,854$627K0.3%N/A0.000%
8/22/2026 MW Advisory LLC971$328K0.1%N/A0.000%
8/22/2026 Markowski Investments525$178K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC4,364$1.48M0.3%N/A0.001%
8/22/2026 Strive Financial Group LLC533$180K0.1%-11.8%0.000%
8/22/2026 Invested Advisors1,365$462K0.4%-6.8%0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich475$161K0.0%-24.7%0.000%
8/22/2026 Blalock Williams LLC2,275$770K0.5%+2.8%0.000%
8/22/2026 Sensenig Capital Advisors Inc607$205K0.2%N/A0.000%
8/22/2026 Plan A Wealth LLC2,460$832K0.4%+10.7%0.000%
8/22/2026 Shum Financial Group Inc.1,279$433K0.2%-5.0%0.000%
8/22/2026 SMART Wealth LLC885$299K0.1%-15.6%0.000%
8/22/2026 Raiffeisen Bank International AG170,088$57.98M0.7%-0.9%0.025%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,446$489K0.2%-9.1%0.000%
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8/22/2026 NWF Advisory Services Inc.37,731$12.76M1.2%+1.1%0.006%
8/22/2026 Sapient Capital LLC6,752$2.28M0.0%-9.8%0.001%
8/22/2026 Syon Capital LLC11,488$3.89M0.2%+27.6%0.002%
8/22/2026 TD Waterhouse Canada Inc.365,307$127.21M0.3%-3.0%0.054%
8/22/2026 Premier Path Wealth Partners LLC6,752$2.28M0.3%+7.4%0.001%
8/22/2026 Concurrent Investment Advisors LLC36,558$12.37M0.1%+2.9%0.005%
8/22/2026 NEOS Investment Management LLC87,576$29.62M0.1%+14.0%0.013%
8/22/2026 Burford Brothers Inc.3,973$1.34M0.5%+1.3%0.001%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC49,326$16.68M2.5%-4.0%0.007%
8/21/2026 Carter Financial Group INC.1,296$438K0.2%-5.5%0.000%
8/21/2026 Athena Investment Management924$313K0.2%-50.6%0.000%
8/21/2026 Smallwood Wealth Investment Management LLC585$198K0.1%+9.3%0.000%
8/21/2026 Greenspring Advisors LLC1,495$506K0.0%+9.3%0.000%
8/21/2026 Paragon Private Wealth Management LLC6,111$2.07M0.5%+2.3%0.001%
8/21/2026 Mayport LLC1,080$365K0.1%+4.3%0.000%
8/21/2026 Continuum Advisory LLC2,935$993K0.1%-7.2%0.000%
8/21/2026 Nykredit A S190,226$64.34M0.2%N/A0.028%
8/21/2026 Thrive Wealth Management LLC1,943$657K0.1%-2.7%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG74,028$25.04M0.2%-17.1%0.011%
8/21/2026 MBA Advisors LLC717$243K0.1%N/A0.000%
8/21/2026 PFG Private Wealth Management LLC1,266$428K0.2%+7.9%0.000%
8/21/2026 Sunburst Financial Group LLC2,012$681K0.1%-1.7%0.000%
8/21/2026 Natural Investments LLC8,506$2.88M0.7%+2.1%0.001%
8/21/2026 Beacon Financial Advisory LLC729$247K0.0%N/A0.000%
8/21/2026 Symphony Financial Ltd. Co.6,583$2.24M0.3%+1.1%0.001%
8/21/2026 Secure Asset Management LLC1,774$600K0.1%+6.0%0.000%
8/21/2026 Unio Capital LLC83,674$28.30M5.4%+0.0%0.012%
8/21/2026 Midwest Professional Planners LTD.13,655$4.62M0.9%+3.3%0.002%
8/21/2026 Triumph Capital Management1,649$558K0.1%-55.3%0.000%
8/21/2026 Legacy Financial Advisors Inc.2,855$966K0.1%-10.0%0.000%
8/20/2026 First PREMIER Bank1,006$340K0.0%-6.2%0.000%
8/20/2026 Proficio Capital Partners LLC3,532$1.20M0.0%+156.7%0.001%
8/20/2026 Clifford Swan Investment Counsel LLC118,790$40.18M1.3%-1.5%0.018%
8/20/2026 Rehmann Capital Advisory Group9,560$3.23M0.1%+0.8%0.001%
8/20/2026 CTC Alternative Strategies Ltd.720$244K0.4%N/A0.000%
8/20/2026 Oarsman Capital Inc.648$219K0.0%N/A0.000%
8/20/2026 QV Investors Inc.9,220$3.12M0.2%-3.0%0.001%
8/20/2026 Ancora Advisors LLC1,643$556K0.0%-12.9%0.000%
8/20/2026 Sigma Planning Corp13,357$4.52M0.1%+11.0%0.002%
8/20/2026 Two Sigma Securities LLC5,661$1.92M0.2%N/A0.001%
8/20/2026 Benjamin Edwards Inc.32,451$10.98M0.1%+2.6%0.005%
8/20/2026 GTS Securities LLC8,534$2.89M0.1%+73.4%0.001%
8/20/2026 Flputnam Investment Management Co.38,076$12.88M0.2%+95.8%0.006%
8/20/2026 Provident Trust Co.920,817$311.47M6.5%+0.4%0.136%
8/20/2026 Cookson Peirce & Co. Inc.13,184$4.46M0.1%-14.5%0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.237,297$80.27M0.0%+3.0%0.035%
8/20/2026 Wedbush Securities Inc.21,636$7.32M0.2%-9.5%0.003%
8/20/2026 Meiji Yasuda Life Insurance Co8,576$2.90M0.1%-3.6%0.001%
8/20/2026 Hennessy Advisors Inc.6,584$2.23M0.1%N/A0.001%
8/20/2026 Spinnaker Trust5,355$1.81M0.1%+2.6%0.001%
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8/20/2026 Cullinan Associates Inc.38,796$13.12M1.0%-4.3%0.006%
8/20/2026 Greenleaf Trust17,481$5.91M0.1%+4.7%0.003%
8/19/2026 Capital Advisors Inc. OK1,242$420K0.0%-47.7%0.000%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,053,409$1.71B0.3%-3.7%0.748%
8/19/2026 New Mexico Educational Retirement Board26,663$9.02M0.2%+7.7%0.004%
8/19/2026 Royal London Asset Management Ltd.248,094$83.92M0.2%-1.4%0.037%
8/19/2026 Mufg Securities Americas Inc.16,030$5.42M0.3%+8.2%0.002%
8/19/2026 Van ECK Associates Corp104,452$35.33M0.0%+464.8%0.015%
8/19/2026 Ferguson Wellman Capital Management Inc.7,495$2.54M0.0%-0.5%0.001%
8/19/2026 Roffman Miller Associates Inc. PA152,667$51.64M2.7%-1.2%0.023%


AXP Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,144 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were California State Teachers Retirement System ($91.12B), Vanguard Group Inc. ($17.06B), BlackRock Inc. ($14.21B), State Street Corp ($10.90B), Morgan Stanley ($4.88B), Geode Capital Management LLC ($4.69B), and Fisher Asset Management LLC ($3.34B).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 2,672 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: California State Teachers Retirement System ($268.57M), BlackRock Inc. ($42.01M), Norges Bank ($18.63M), 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 372,975,351 shares in the last 24 months. This purchase volume represents approximately $126.46B in transactions.

Of the 1,352 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 32,852,973 shares in the last 24 months. This volume of shares sold represents approximately $11.34B in transactions.


Related Companies

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 9/3/2026. New 13F filings are added each quarter as they're published.
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