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American Express (AXP) Institutional Ownership

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$330.75 -2.10 (-0.63%)
Closing price 03:59 PM Eastern
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$333.68 +2.94 (+0.89%)
As of 06:54 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)
1843
Total
Institutional Inflows
(last 12 months)
$19.21B
Number of
Institutional Sellers
(last 12 months)
1488
Total
Institutional Outflows
(last 12 months)
$11.45B
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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
10/15/2025World Investment Advisors8,626$2.87M0.1%+18.9%0.001%
10/15/2025Brady Martz Wealth Solutions LLC1,733$576K0.1%-3.7%0.000%
10/15/2025Tritonpoint Wealth LLC2,802$931K0.1%+1.4%0.000%
10/15/2025Brookstone Capital Management57,829$19.21M0.2%+6.4%0.008%
10/15/2025Delphi Management Inc. MA4,641$1.54M1.4%-0.9%0.001%
10/15/2025Allen Mooney & Barnes Investment Advisors LLC50,243$16.69M2.6%-24.5%0.007%
10/15/2025Triangle Securities Wealth Management2,688$893K0.2%+34.5%0.000%
10/15/2025Private Trust Co. NA5,574$1.85M0.2%-13.4%0.001%
10/15/2025Founders Financial Securities LLC2,275$756K0.1%-18.2%0.000%
10/15/2025Gilman Hill Asset Management LLC16,602$5.51M0.9%+2.0%0.002%
10/15/2025Hanson & Doremus Investment Management4,031$1.34M0.2%+32.9%0.001%
10/15/2025Global X Japan Co. Ltd.3,882$1.29M0.1%+5,526.1%0.001%
10/15/2025Manchester Financial Inc.1,207$401K0.1%-4.0%0.000%
10/15/2025Swedbank AB364,984$121.23M0.1%-0.5%0.052%
10/15/2025Chatham Capital Group Inc.25,334$8.42M1.2%-3.2%0.004%
10/15/2025CogentBlue Wealth Advisors LLC631$210K0.1%N/A0.000%
10/15/2025Optas LLC1,664$553K0.1%+16.4%0.000%
10/15/2025Vontobel Holding Ltd.61,736$20.51M0.1%+82.8%0.009%
10/15/2025DAVENPORT & Co LLC69,967$23.24M0.1%+0.3%0.010%
10/15/2025Matthew Goff Investment Advisor LLC53,803$17.87M3.1%-0.2%0.008%
10/15/2025Net Worth Advisory Group5,878$1.95M0.6%-10.1%0.001%
10/15/2025IFM Investors Pty Ltd107,406$36.70M0.3%-0.4%0.015%
10/15/2025Enclave Advisors LLC3,591$1.19M0.2%+166.6%0.001%
10/15/2025Defined Financial Planning LLC793$257K0.2%-13.9%0.000%
10/15/2025Revisor Wealth Management LLC3,554$1.15M0.4%+3.3%0.001%
10/14/2025GLOBALT Investments LLC GA6,670$2.22M0.1%-0.6%0.001%
10/14/2025Revolve Wealth Partners LLC1,462$486K0.1%-2.1%0.000%
10/14/2025Welch Group LLC18,866$6.27M0.2%+0.2%0.003%
10/14/2025True North Advisors LLC1,731$575K0.1%+2.9%0.000%
10/14/2025Yousif Capital Management LLC67,917$22.56M0.2%-7.0%0.010%
10/14/2025Trust Co. of Vermont23,786$7.90M0.3%+1.2%0.003%
10/14/2025Farther Finance Advisors LLC12,403$4.12M0.1%+13.7%0.002%
10/14/2025Baxter Bros Inc.81,038$26.92M3.1%-2.6%0.012%
10/14/2025Patton Fund Management Inc.8,744$2.90M0.5%-2.6%0.001%
10/14/2025Roffman Miller Associates Inc. PA167,440$55.62M3.1%-1.8%0.024%
10/14/2025Berger Financial Group Inc2,232$741K0.0%+1.4%0.000%
10/14/2025BigSur Wealth Management LLC2,153$715K0.2%-53.7%0.000%
10/14/2025HBK Sorce Advisory LLC11,425$3.70M0.1%+10.1%0.002%
10/14/2025M. Kraus & Co836$278K0.1%N/A0.000%
10/14/2025OFI Invest Asset Management172,434$57.28M0.0%-2.2%0.025%
10/14/2025Arvest Investments Inc.2,515$835K0.1%-1.3%0.000%
10/14/2025Jamison Private Wealth Management Inc.4,220$1.40M0.2%+0.7%0.001%
10/14/2025Exchange Traded Concepts LLC21,144$7.02M0.1%+88.8%0.003%
10/14/2025Matrix Asset Advisors Inc. NY3,068$1.02M0.1%-4.6%0.000%
10/14/2025Abner Herrman & Brock LLC75,728$25.15M2.6%-0.6%0.011%
10/14/2025Retirement Income Solutions Inc.705$234K0.0%-5.7%0.000%
10/14/2025Perennial Advisors LLC48,414$16.08M2.8%-0.2%0.007%
10/14/2025Westmount Partners LLC2,081$684K0.2%-32.4%0.000%
10/14/2025Hall Laurie J Trustee689$229K0.1%-5.5%0.000%
10/14/2025Brighton Jones LLC12,651$4.20M0.1%+8.2%0.002%
10/14/2025Salvus Wealth Management LLC12,018$3.99M2.2%-26.6%0.002%
10/14/2025Foster Group Inc.26,265$8.72M0.3%+0.2%0.004%
10/14/2025Harbor Group Inc.1,044$347K0.1%+8.5%0.000%
10/14/2025Profit Investment Management LLC3,541$1.18M1.5%-21.6%0.001%
10/14/2025DLK Investment Management LLC819$272K0.1%-5.8%0.000%
10/14/2025Goelzer Investment Management Inc.13,831$4.59M0.2%-1.3%0.002%
10/14/2025Generali Investments CEE investicni spolecnost a.s.31,592$10.49M0.8%-1.5%0.005%
10/14/2025Clarius Group LLC3,506$1.17M0.1%-16.6%0.001%
10/14/2025TCI Wealth Advisors Inc.4,731$1.57M0.1%+1.2%0.001%
10/10/2025 CHICAGO TRUST Co NA22,301$7.41M1.0%+1.2%0.003%
10/10/2025 Diversified Enterprises LLC2,358$783K0.1%+1.5%0.000%
10/10/2025 Warburton Capital Management LLC651$213K0.1%N/A0.000%
10/10/2025 Lineweaver Wealth Advisors LLC974$324K0.0%-6.3%0.000%
10/10/2025 Sound Income Strategies LLC448$145K0.0%-22.4%0.000%
10/10/2025 Thomasville National Bank47,268$15.70M1.0%+0.6%0.007%
10/10/2025 BNC Wealth Management LLC16,062$5.34M1.3%+2.6%0.002%
10/10/2025 Foster Victor Wealth Advisors LLC762$252K0.0%N/A0.000%
10/10/2025 Douglas Lane & Associates LLC366,243$121.65M1.7%-13.7%0.053%
10/10/2025 Orrstown Financial Services Inc.4,051$1.35M0.2%-16.4%0.001%
10/10/2025 Kathleen S. Wright Associates Inc.20,083$6.58M2.4%-1.7%0.003%
10/10/2025 Trust Point Inc.4,619$1.53M0.1%N/A0.001%
10/10/2025 Brown Lisle Cummings Inc.1,924$639K0.2%-6.1%0.000%
10/10/2025 Flputnam Investment Management Co.14,061$4.67M0.1%+106.9%0.002%
10/10/2025 Founders Capital Management LLC77,163$25.63M4.0%-0.4%0.011%
10/10/2025 Cyndeo Wealth Partners LLC34,942$11.61M0.6%+38.8%0.005%
10/10/2025 Fairvoy Private Wealth LLC787$261K0.1%-19.1%0.000%
10/10/2025 Quotient Wealth Partners LLC3,035$1.01M0.0%+2.8%0.000%
10/10/2025 Abound Wealth Management200$67K0.0%+19.8%0.000%
10/10/2025 Perpetual Ltd1,284$426K0.0%+34.3%0.000%
10/10/2025 Signal Advisors Wealth LLC660$219K0.0%-21.0%0.000%
10/10/2025 KMG Fiduciary Partners LLC31,268$10.39M0.7%-0.3%0.004%
10/10/2025 Rydar Equities Inc.5,263$1.73M1.4%-2.7%0.001%
10/10/2025 Sunflower Bank N.A.3,734$1.24M0.3%-3.2%0.001%
10/9/2025 Bartlett & CO. Wealth Management LLC101,169$33.60M0.4%-0.4%0.015%
10/9/2025 TradeWell Securities LLC.1,902$625K0.3%+21.6%0.000%
10/9/2025 Secure Asset Management LLC2,466$810K0.1%+3.4%0.000%
10/9/2025 Baker Tilly Wealth Management LLC2,729$907K0.2%+234.0%0.000%
10/9/2025 AdvisorNet Financial Inc634$211K0.0%+5.3%0.000%
10/9/2025 Norman Fields Gottscho Capital Management LLC35,005$11.63M3.7%-0.6%0.005%
10/9/2025 Centurion Wealth Management LLC1,810$601K0.1%+123.5%0.000%
10/9/2025 Compton Wealth Advisory Group LLC873$290K0.1%+10.1%0.000%
10/9/2025 BDF Gestion12,892$4.28M0.5%-17.2%0.002%
10/9/2025 LVM Capital Management Ltd. MI80,108$26.61M2.6%-4.0%0.012%
10/9/2025 Sky Investment Group LLC47,877$15.90M2.7%-0.5%0.007%
10/9/2025 Princeton Global Asset Management LLC1,221$405K0.1%+8.9%0.000%
10/9/2025 Breakthru Advisory Services LLC652$217K0.1%N/A0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC9,509$3.16M0.1%+5.7%0.001%
10/9/2025 Bath Savings Trust Co2,922$971K0.1%+1.1%0.000%
10/9/2025 Voya Investment Management LLC133,072$44.20M0.0%-20.6%0.019%
10/9/2025 Dynamic Advisor Solutions LLC16,893$5.61M0.2%+3.4%0.002%
(Data available from 1/1/2016 forward)

AXP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AXP shares?

During the previous two years, 2,833 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($14.81B), State Street Corp ($9.39B), Wellington Management Group LLP ($4.85B), Geode Capital Management LLC ($4.28B), FMR LLC ($3.24B), Fisher Asset Management LLC ($2.79B), and Massachusetts Financial Services Co. MA ($2.35B).Learn more on American Express' institutional investors.

What percentage of American Express' stock is owned by institutional investors?

84.33% of American Express' stock is owned by institutional investors. Learn more on AXP's institutional investor holdings.

Which institutional investors have been buying American Express' stock?

Of the 2,400 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 ($17.91M), Nuveen LLC ($5.41M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($4.11M), Boston Partners ($2.42M), GAMMA Investing LLC ($2.17M), Wellington Management Group LLP ($2.17M), and Capital Research Global Investors ($1.94M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 65,396,771 shares in the last 24 months. This purchase volume represents approximately $19.21B in transactions.

Which of American Express' major shareholders have been selling company stock?

Of the 1,488 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 ($3.25M), Massachusetts Financial Services Co. MA ($2.20M), Price T Rowe Associates Inc. MD ($2.13M), Kovitz Investment Group Partners LLC ($1.95M), Columbia Asset Management ($1.80M), Legal & General Group Plc ($1.61M), and Invesco Ltd. ($969.15K).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 39,504,512 shares in the last 24 months. This volume of shares sold represents approximately $11.45B in transactions.


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This page (NYSE:AXP) was last updated on 10/15/2025 by MarketBeat.com Staff
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