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American Express (AXP) Institutional Ownership

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$325.86 -0.31 (-0.10%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$325.83 -0.02 (-0.01%)
As of 07/24/2026 07:34 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)
1894
Total
Institutional Inflows
(last 12 months)
$15.35B
Number of
Institutional Sellers
(last 12 months)
1453
Total
Institutional Outflows
(last 12 months)
$12.62B
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Wedge Capital Management L L P NC872$295K0.0%-15.7%0.000%
7/10/2026 Abound Wealth Management226$76K0.0%-13.4%0.000%
7/10/2026 Insight Wealth Strategies LLC1,029$358K0.0%-95.6%0.000%
7/10/2026 JFS Wealth Advisors LLC2,143$725K0.0%+9.1%0.000%
7/10/2026 Magnolia Capital Management Ltd.2,010$680K0.5%-21.3%0.000%
7/10/2026 Tema ETFs LLC10,234$3.46M0.1%+9.3%0.001%
7/10/2026 West Branch Capital LLC600$203K0.0%-76.0%0.000%
7/10/2026 Canvas Wealth Advisors LLC1,604$543K0.1%+43.7%0.000%
7/10/2026 Fruth Investment Management10,630$3.60M0.9%-2.2%0.002%
7/10/2026 G&S Capital LLC1,722$582K0.2%-83.7%0.000%
7/10/2026 Doliver Advisors LP5,214$1.76M0.4%-2.2%0.001%
7/10/2026 Handelsbanken Fonder AB244,766$82.79M0.2%+19.3%0.036%
7/10/2026 Salvus Wealth Management LLC11,504$3.89M2.2%-3.8%0.002%
7/10/2026 KWB Wealth8,863$3.00M0.3%-0.9%0.001%
7/10/2026 KMG Fiduciary Partners LLC29,697$10.05M0.9%-5.2%0.004%
7/10/2026 Marquette Asset Management LLC127$43K0.0%+429.2%0.000%
7/10/2026 Community Financial Services Group LLC17,652$6.14M0.9%-14.0%0.003%
7/10/2026 Constitution Capital LLC12,870$4.35M2.2%-5.9%0.002%
7/10/2026 Fulton Bank N.A.11,461$3.88M0.1%+15.9%0.002%
7/10/2026 Wealthcare Advisory Partners LLC4,748$1.61M0.0%+1.2%0.001%
7/9/2026 First Bank & Trust2,130$720K0.1%-50.9%0.000%
7/9/2026 Revolve Wealth Partners LLC1,962$664K0.1%+26.4%0.000%
7/9/2026 Centurion Wealth Management LLC1,756$594K0.1%-1.9%0.000%
7/9/2026 Franklin Street Advisors Inc. NC76,817$25.98M1.5%+11.9%0.011%
7/9/2026 CPA Asset Management Group LLC1,541$521K0.2%-2.0%0.000%
7/9/2026 Contravisory Investment Management Inc.300$101K0.0%-98.9%0.000%
7/9/2026 Sapient Capital LLC6,752$2.28M0.0%-9.8%0.001%
7/9/2026 Professional Financial Advisors LLC620$210K0.0%N/A0.000%
7/9/2026 Next Level Private LLC4,342$1.47M0.3%+2.0%0.001%
7/9/2026 Focus Financial Network Inc.4,748$1.61M0.0%+11.9%0.001%
7/9/2026 Vertrix Wealth Management LLC18,098$6.12M2.1%+10.0%0.003%
7/9/2026 Allied Private Wealth LLC370$124K0.1%N/A0.000%
7/9/2026 Deane Retirement Strategies Inc.8,075$2.73M1.2%N/A0.001%
7/9/2026 Arista Wealth Management LLC11,105$3.76M0.4%+4.5%0.002%
7/9/2026 Tactive Advisors LLC653$221K0.1%-20.2%0.000%
7/9/2026 Everhart Financial Group Inc.5,208$1.76M0.1%+3.8%0.001%
7/9/2026 Jacobs & Co. CA33,547$11.35M1.0%-2.3%0.005%
7/9/2026 Sax Wealth Advisors LLC3,369$1.14M0.0%+48.5%0.000%
7/9/2026 Everpar Advisors LLC1,746$591K0.2%+21.9%0.000%
7/9/2026 Chemistry Wealth Management LLC50,684$17.14M2.7%-5.7%0.007%
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7/9/2026 Maj Invest Holding A S375,514$127.02M5.8%+19.5%0.055%
7/9/2026 Hennion & Walsh Asset Management Inc.15,600$5.28M0.2%+4.3%0.002%
7/9/2026 Windsor Capital Management LLC1,524$516K0.1%-14.2%0.000%
7/9/2026 Breakwater Capital Group1,869$632K0.1%-5.1%0.000%
7/9/2026 Sunburst Financial Group LLC2,012$681K0.1%-1.7%0.000%
7/9/2026 Affinity Capital Advisors LLC644$229K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC16,950$5.73M0.1%+5.7%0.002%
7/9/2026 Crumly & Associates Inc.2,302$779K0.1%-38.4%0.000%
7/8/2026 Gradient Investments LLC2,580$873K0.0%+71.3%0.000%
7/8/2026 Rockland Trust Co.4,488$1.52M0.1%-3.2%0.001%
7/8/2026 Beacon Bank & Trust6,761$2.29M0.4%-6.0%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,344$455K0.2%+926.0%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.5,128$1.73M0.1%-1.0%0.001%
7/8/2026 Chesley Taft & Associates LLC81,938$27.72M1.1%-1.5%0.012%
7/8/2026 Victrix Investment Advisors4,147$1.40M0.6%-4.9%0.001%
7/8/2026 Abner Herrman & Brock LLC69,287$23.44M2.2%-6.6%0.010%
7/8/2026 TrueWealth Advisors LLC770$260K0.1%-61.0%0.000%
7/8/2026 Professional Advisory Services Inc.2,250$761K0.1%+50.0%0.000%
7/8/2026 Wynn Capital LLC13,935$4.71M2.1%+0.8%0.002%
7/8/2026 Cooper Financial Group2,922$988K0.1%-2.1%0.000%
7/8/2026 Brave Asset Management Inc.15,046$5.09M1.1%-6.3%0.002%
7/8/2026 RVW Wealth LLC645$218K0.0%N/A0.000%
7/8/2026 Elmwood Wealth Management Inc.1,482$501K0.1%+116.4%0.000%
7/8/2026 Matthew Goff Investment Advisor LLC49,357$16.70M2.8%-2.6%0.007%
7/8/2026 Czech National Bank151,489$51.24M0.3%+3.9%0.022%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab106,801$36.13M0.3%+10.8%0.016%
7/8/2026 Assenagon Asset Management S.A.27,954$9.46M0.0%-2.9%0.004%
7/8/2026 Apella Capital LLC5,742$2.01M0.0%-4.5%0.001%
7/8/2026 St. Louis Financial Planners Asset Management LLC10,201$3.59M1.9%N/A0.001%
7/8/2026 Westmount Partners LLC2,163$732K0.2%-39.3%0.000%
7/8/2026 Byrne Asset Management LLC3,075$1.04M0.6%-6.0%0.000%
7/8/2026 Evanson Financial LLC3,991$1.35M0.1%N/A0.001%
7/8/2026 Shayne & Jacobs LLC41,139$13.92M4.1%-0.2%0.006%
7/8/2026 Thrive Wealth Management LLC1,943$657K0.1%-2.7%0.000%
7/8/2026 Lincoln Capital LLC18,043$6.10M1.1%-5.0%0.003%
7/8/2026 Chapin Davis Inc.1,532$518K0.1%-22.2%0.000%
7/7/2026 180 Wealth Advisors LLC2,102$711K0.1%-1.7%0.000%
7/7/2026 Bill Few Associates Inc.16,160$5.47M1.2%-0.5%0.002%
7/7/2026 Foster Group Inc.26,582$8.99M0.2%+0.3%0.004%
7/7/2026 Mechanics Bank Trust Department1,393$471K0.1%+16.1%0.000%
7/7/2026 David J Yvars Group655$222K0.1%N/A0.000%
7/7/2026 Mirador Capital Partners LP630$213K0.0%N/A0.000%
7/7/2026 Balefire LLC2,261$765K0.1%-2.5%0.000%
7/7/2026 Dynamic Advisor Solutions LLC18,210$6.16M0.2%+6.7%0.003%
7/7/2026 Willner & Heller LLC831$281K0.2%+6.8%0.000%
7/7/2026 BDF Gestion10,864$3.68M0.5%-10.1%0.002%
7/7/2026 GAMMA Investing LLC16,011$5.42M0.2%+13.6%0.002%
7/7/2026 Avior Wealth Management LLC16,468$5.57M0.1%+0.5%0.002%
7/7/2026 Greenfield Savings Bank12,756$4.32M1.6%-0.5%0.002%
7/7/2026 Harbor Investment Advisory LLC2,318$784K0.1%-46.1%0.000%
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7/7/2026 Central Pacific Bank Trust Division16,373$5.54M0.6%+23.8%0.002%
7/7/2026 Canandaigua National Bank & Trust Co.10,332$3.50M0.3%N/A0.002%
7/7/2026 Sandy Cove Advisors LLC1,640$555K0.1%+9.9%0.000%
7/7/2026 Arlington Trust Co LLC607$205K0.0%+7.6%0.000%
7/7/2026 Moody National Bank Trust Division7,897$2.67M0.2%+4.0%0.001%
7/7/2026 Grove Bank & Trust7,160$2.42M0.2%+2.7%0.001%
7/7/2026 CoreCap Advisors LLC9,434$3.19M0.1%-38.9%0.001%
7/7/2026 Pacific Excel Wealth Advisors Inc.654$221K0.1%N/A0.000%
7/7/2026 City Center Advisors LLC894$302K0.2%+4.3%0.000%
7/7/2026 Howard Financial Services LTD.1,737$588K0.1%+16.2%0.000%


AXP Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,121 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 2,635 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 ($2.17M), and Capital Research Global Investors ($1.99M).

Institutional investors have bought a total of 45,264,980 shares in the last 24 months. This purchase volume represents approximately $15.35B in transactions.

Of the 1,453 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), Laurel Wealth Advisors LLC ($1.74M), Invesco Ltd. ($1.24M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.16M), Lazard Asset Management LLC ($1.12M), and Alphinity Investment Management Pty Ltd ($1.07M).

Institutional investors have sold a total of 36,926,333 shares in the last 24 months. This volume of shares sold represents approximately $12.62B in transactions.


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This page (NYSE:AXP) was last updated on 7/27/2026 by MarketBeat.com Staff.
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