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American Express (AXP) Institutional Ownership

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$356.18 +4.22 (+1.20%)
Closing price 07/6/2026 03:59 PM Eastern
Extended Trading
$357.80 +1.62 (+0.45%)
As of 04:31 AM 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)
1996
Total
Institutional Inflows
(last 12 months)
$15.60B
Number of
Institutional Sellers
(last 12 months)
1510
Total
Institutional Outflows
(last 12 months)
$13.47B
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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
7/6/2026Neville Rodie & Shaw Inc.62,242$21.05M1.4%+8.1%0.009%
7/6/2026Stonebridge Financial Group LLC15,442$5.22M0.4%+13.2%0.002%
7/6/2026Dogwood Wealth Management LLC157$53K0.0%+36.5%0.000%
7/6/2026Boltwood Capital Management7,070$2.39M0.5%-0.4%0.001%
7/6/2026Trilogy Capital Inc.1,654$559K0.0%+3.4%0.000%
7/6/2026Acima Private Wealth LLC1,056$357K0.1%-4.0%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB7,149$2.42M0.1%-2.5%0.001%
7/2/2026 Versant Capital Management Inc1,477$500K0.0%-13.4%0.000%
7/2/2026 Cedar Mountain Advisors LLC95$32K0.0%+58.3%0.000%
7/2/2026 Hilltop National Bank7,644$2.59M0.6%-2.7%0.001%
7/2/2026 CX Institutional39,810$13.47M0.4%+6.7%0.006%
7/2/2026 SWP Investment Management LLC9,908$3.35M2.3%+3.8%0.001%
7/1/2026 Eastern Bank130,240$44.05M0.7%+2.6%0.019%
7/1/2026 Roxbury Financial LLC251$85K0.1%+74.3%0.000%
6/30/2026VectorGlobal IAG Inc.28,372$8.58M2.2%N/A0.004%
6/24/2026Redwood Investment Management LLC1,418$429K0.1%-68.2%0.000%
6/22/2026Sapient Capital LLC7,486$2.26M0.0%+37.5%0.001%
6/10/2026FAS Wealth Partners Inc.785$237K0.0%+18.0%0.000%
6/9/2026Rathbones Group PLC16,740$5.06M0.0%+77.7%0.002%
6/8/2026Pine Valley Investments Ltd Liability Co5,801$1.76M0.1%+13.5%0.001%
6/3/2026Wealthquest Corp2,065$625K0.0%+16.9%0.000%
6/3/2026Parallel Advisors LLC13,784$4.17M0.1%+1.5%0.002%
6/3/2026NewEdge Advisors LLC106,328$32.16M0.1%-9.2%0.016%
6/1/2026First Nebraska Trust Co975$295K0.0%N/A0.000%
6/1/2026Flagship Wealth Advisors LLC511$163K0.1%-48.6%0.000%
6/1/2026Financial Solutions Advisory Group Inc.2,475$749K0.1%N/A0.000%
6/1/2026Integrated Investment Consultants LLC1,601$484K0.1%-5.2%0.000%
6/1/2026Keel Point LLC1,975$597K0.0%-22.2%0.000%
5/29/2026Asset Dedication LLC21,663$6.55M0.5%-10.4%0.003%
5/28/2026Cozad Asset Management Inc.6,196$1.87M0.1%+3.9%0.001%
5/28/2026Blue Fin Capital Inc.808$245K0.0%-42.5%0.000%
5/27/2026Birmingham Capital Management Co. Inc. AL12,650$3.83M1.6%-4.7%0.002%
5/26/2026Glenmede Trust Co. NA282,658$85.50M0.4%-2.6%0.041%
5/26/2026Axiom Investment Management LLC775$234K0.2%N/A0.000%
5/22/2026Summitry LLC1,382$418K0.0%+131.9%0.000%
5/22/2026Groupama Asset Managment1,346$407K0.0%+21.9%0.000%
5/22/2026Segall Bryant & Hamill LLC26,367$8.07M0.1%N/A0.004%
5/22/2026Wellington Grp LLC1,993$603K0.2%+41.3%0.000%
5/22/2026Verus Capital Partners LLC3,481$1.05M0.1%-2.1%0.001%
5/21/2026GKV Capital Management Co. Inc.350$106K0.0%N/A0.000%
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5/21/2026Vestor Capital LLC809$245K0.0%-99.7%0.000%
5/20/2026SOA Wealth Advisors LLC.8,426$2.55M0.3%-0.4%0.001%
5/19/2026Western Wealth Management LLC9,716$2.94M0.1%+15.3%0.001%
5/19/2026Financial Avengers Inc.36,860$11.15M5.1%-3.5%0.005%
5/19/2026Silicon Valley Capital Partners36,115$10.92M1.1%-4.8%0.005%
5/19/2026Paragon Private Wealth Management LLC5,974$1.81M0.6%-2.4%0.001%
5/19/2026Bank of America Corp DE7,354,574$2.22B0.2%-6.3%1.078%
5/19/2026Twin Lakes Capital Management LLC2,526$764K0.3%-2.2%0.000%
5/19/2026Edgestream Partners L.P.22,432$6.79M0.2%+610.3%0.003%
5/19/2026Kentucky Retirement Systems76,063$23.01M0.8%+120.6%0.011%
5/19/2026Chesapeake Wealth Management5,120$1.55M0.5%-6.1%0.001%
5/19/2026Janus Henderson Group PLC2,314,909$700.23M0.3%-7.1%0.339%
5/19/2026Centaurus Financial Inc.1,661$502K0.0%-3.1%0.000%
5/19/2026Strategic Investment Advisors MI5,856$1.78M0.1%+80.6%0.001%
5/19/2026Ashton Thomas Securities LLC1,977$598K0.1%+3.2%0.000%
5/19/2026Arkadios Wealth Advisors21,263$6.43M0.1%+6.0%0.003%
5/19/2026Smith Group Asset Management LLC155,547$47.05M2.4%+6.7%0.023%
5/18/2026Sunbelt Securities Inc.7,356$2.23M0.1%+3.3%0.001%
5/18/2026Guardian Partners Inc.26,369$8.00M0.7%-0.7%0.004%
5/18/2026Amundi2,491,756$753.71M0.2%+17.3%0.365%
5/18/2026Adalta Capital Management LLC22,503$6.81M3.3%-3.2%0.003%
5/18/2026EverSource Wealth Advisors LLC6,639$2.01M0.1%+12.1%0.001%
5/18/2026Empire Financial Management Company LLC13,087$3.96M0.9%-13.0%0.002%
5/18/2026Talon Private Wealth LLC3,051$923K0.1%N/A0.000%
5/18/2026California State Teachers Retirement System826,577$250.02M0.3%-3.4%0.121%
5/18/2026Resources Management Corp CT ADV3,810$1.15M0.2%-7.1%0.001%
5/18/2026Royal Bank of Canada1,740,656$526.51M0.1%-14.6%0.255%
5/18/2026Richwood Investment Advisors LLC3,114$942K0.7%-3.2%0.000%
5/18/2026Empowered Funds LLC60,190$18.21M0.1%+188.5%0.009%
5/18/2026Evelyn Partners Asset Management Ltd275$83K0.0%+623.7%0.000%
5/18/2026Evercore Wealth Management LLC12,652$3.83M0.1%-8.9%0.002%
5/16/2026The Manufacturers Life Insurance Company 420,655$127.24M0.1%-4.8%0.062%
5/16/2026KCM Investment Advisors LLC10,491$3.17M0.1%+0.9%0.002%
5/16/2026IMG Wealth Management Inc.502$152K0.1%-7.2%0.000%
5/16/2026Quantinno Capital Management LP302,722$91.57M0.2%+28.6%0.044%
5/16/2026SummitTX Capital L.P.5,651$1.71M0.1%N/A0.001%
5/16/2026Lazard Asset Management LLC226,878$68.63M0.1%-13.0%0.033%
5/15/2026Gateway Wealth Partners LLC8,734$2.64M0.1%+524.3%0.001%
5/15/2026Quadcap Wealth Management LLC801$242K0.0%+4.8%0.000%
5/15/2026Everest Financial Group LLC1,950$590K0.1%+5.5%0.000%
5/15/2026OMERS ADMINISTRATION Corp28,202$8.53M0.1%+22.4%0.004%
5/15/2026North Reef Capital Management LP50,000$15.12M0.5%N/A0.007%
5/15/2026Van Diest Capital LLC1,662$503K0.4%+98.3%0.000%
5/15/2026Bradley Foster & Sargent Inc. CT136,315$41.23M0.6%+0.2%0.020%
5/15/2026Lombard Odier Asset Management Switzerland SA35,039$10.60M0.4%-2.7%0.005%
5/15/2026Unio Capital LLC83,643$25.30M5.4%+71.7%0.012%
5/15/2026Waverly Advisors LLC91,809$27.77M0.2%+5.4%0.013%
5/15/2026Wealth Alliance LLC4,951$1.50M0.1%+1.3%0.001%
5/15/2026Vivaldi Capital Management LP1,039$314K0.0%-3.4%0.000%
5/15/2026Epoch Investment Partners Inc.349,126$105.60M0.6%-28.9%0.051%
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5/15/2026Dempze Nancy E9,789$2.96M1.6%+22.2%0.001%
5/15/2026Entropy Technologies LP58,158$17.59M0.8%+45.9%0.009%
5/15/2026Empirical Finance LLC19,745$5.97M0.3%-0.3%0.003%
5/15/2026Bridgewater Advisors Inc.8,226$2.54M0.2%-4.0%0.001%
5/15/2026Boreal Capital Management LLC286$87K0.1%-14.9%0.000%
5/15/2026Cannell & Spears LLC7,426$2.22M0.0%+4.2%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,236,438$374.00M0.6%+350.0%0.181%
5/14/2026Dai ichi Life Insurance Company Ltd47,716$14.43M0.4%-24.0%0.007%
5/14/2026Renaissance Technologies LLC550,880$166.63M0.3%N/A0.081%
5/14/2026Gabelli Funds LLC440,542$133.26M0.9%-7.0%0.065%


AXP Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,141 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 2,659 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 ($2.16M), and Capital Research Global Investors ($1.99M).

Institutional investors have bought a total of 46,053,065 shares in the last 24 months. This purchase volume represents approximately $15.60B 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 39,603,485 shares in the last 24 months. This volume of shares sold represents approximately $13.47B in transactions.


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