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American Express (AXP) Institutional Ownership

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$308.61 +2.95 (+0.96%)
Closing price 03:59 PM Eastern
Extended Trading
$309.40 +0.80 (+0.26%)
As of 06:26 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)
1849
Total
Institutional Inflows
(last 12 months)
$39.98B
Number of
Institutional Sellers
(last 12 months)
1356
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 QRG Capital Management Inc.124,017$45.38M0.3%+36.8%0.018%
9/23/2026 Envestnet Portfolio Solutions Inc.32,440$10.97M0.0%+49.8%0.005%
9/23/2026 Envestnet Asset Management Inc.1,219,787$412.59M0.1%+62.9%0.181%
9/22/2026 State Street Corp40,967,262$13.86B0.3%+40.2%6.066%
9/21/2026 Silicon Valley Capital Partners41,480$14.03M1.3%+14.9%0.006%
9/18/2026 Security National Bank of SO Dak1,700$575K0.3%-22.7%0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA283$96K0.0%N/A0.000%
9/17/2026 Wellington Altus USA Inc.648$219K0.1%-14.5%0.000%
9/16/2026 IKE Capital LLC9,652$3.27M1.7%-7.7%0.001%
9/15/2026 Reynders McVeigh Capital Management LLC58,210$19.69M0.8%+1,439.5%0.009%
9/11/2026 Bullseye Investment Management LLC3,373$1.14M0.6%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas714$242K0.0%-24.7%0.000%
9/9/2026 Junto Capital Management LP307,858$104.13M1.8%N/A0.046%
9/9/2026 Bouchey Financial Group Ltd.1,054$357K0.0%+16.9%0.000%
9/9/2026 The Manufacturers Life Insurance Company430,789$145.72M0.1%+2.4%0.064%
9/9/2026 Tortoise Investment Management LLC1,407$476K0.0%+7.2%0.000%
9/9/2026 Sequoia Financial Advisors LLC60,686$20.53M0.1%+0.4%0.009%
9/9/2026 Van Hulzen Asset Management LLC796$269K0.0%N/A0.000%
9/9/2026 MCF Advisors LLC9,249$3.13M0.1%+4.0%0.001%
9/9/2026 National Pension Service1,191,145$402.91M0.3%+0.8%0.176%
9/9/2026 Engineers Gate Manager LP1,081$366K0.0%-46.7%0.000%
9/9/2026 Cidel Asset Management Inc.3,987$1.35M0.1%+38.5%0.001%
9/9/2026 Plimoth Trust Co. LLC12,719$4.30M0.9%+2.2%0.002%
9/9/2026 Capital Analysts LLC5,276$1.78M0.0%+1.5%0.001%
9/9/2026 SVB Wealth LLC4,466$1.51M0.1%-4.3%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC24,592$8.32M0.5%+2.5%0.004%
9/9/2026 NorthRock Partners LLC14,332$4.85M0.1%+3.9%0.002%
9/9/2026 Integrated Wealth Concepts LLC30,277$10.24M0.1%+8.0%0.004%
9/9/2026 Community Bank N.A.6,348$2.15M0.2%+17.7%0.001%
9/9/2026 RFG Advisory LLC10,661$3.61M0.1%-21.7%0.002%
9/9/2026 NewEdge Advisors LLC112,398$38.02M0.1%+5.7%0.017%
9/9/2026 GFG Capital LLC9,039$3.06M0.7%+6.1%0.001%
9/9/2026 Pointe Capital Management LLC810$274K0.1%+15.9%0.000%
9/9/2026 IFP Advisors Inc19,897$6.73M0.1%+12.4%0.003%
9/9/2026 Baird Financial Group Inc.155,145$52.48M0.1%-2.3%0.023%
9/9/2026 XY Planning Network Inc.1,099$372K0.0%+10.1%0.000%
9/8/2026 Hudock Inc.1,431$484K0.1%+26.5%0.000%
9/8/2026 Allworth Financial LP142,143$48.08M0.2%-10.3%0.021%
9/8/2026 Arizona State Retirement System147,476$49.88M0.2%-2.3%0.022%
9/8/2026 West Family Investments Inc.1,509$510K0.1%+2.7%0.000%
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9/8/2026 Bank OZK11,921$4.03M1.2%+10.8%0.002%
9/8/2026 Empirical Finance LLC20,353$6.88M0.3%+3.1%0.003%
9/8/2026 Nykredit A S174,573$59.05M0.2%N/A0.026%
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%
8/23/2026 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%
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%
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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%


AXP Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,150 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 2,676 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 117,221,470 shares in the last 24 months. This purchase volume represents approximately $39.98B in transactions.

Of the 1,356 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 32,853,756 shares in the last 24 months. This volume of shares sold represents approximately $11.34B in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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