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American Express (AXP) Institutional Ownership

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$311.86 +1.21 (+0.39%)
Closing price 03:59 PM Eastern
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$311.45 -0.41 (-0.13%)
As of 07:59 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)
1715
Total
Institutional Inflows
(last 12 months)
$14.70B
Number of
Institutional Sellers
(last 12 months)
1401
Total
Institutional Outflows
(last 12 months)
$10.03B
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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
7/16/2025Strategic Investment Solutions Inc. IL1,999$638K0.2%+238.2%0.000%
7/16/2025TCI Wealth Advisors Inc.4,673$1.49M0.1%+0.9%0.001%
7/16/2025 CX Institutional15,750$5.02M0.2%-60.0%0.002%
7/16/2025Hartford Investment Management Co.33,417$10.66M0.3%-1.3%0.005%
7/16/2025Bank Pictet & Cie Europe AG1,945$620K0.0%-37.1%0.000%
7/16/2025Cadent Capital Advisors LLC3,430$1.09M0.4%+5.0%0.000%
7/16/2025Kingsman Wealth Management Inc.924$295K0.2%-16.9%0.000%
7/16/2025Banque Pictet & Cie SA14,656$4.68M0.0%-10.8%0.002%
7/16/2025Colton Groome Financial Advisors LLC636$203K0.1%N/A0.000%
7/16/2025Fortune Financial Advisors LLC2,795$891K0.7%-1.2%0.000%
7/16/2025Dakota Wealth Management15,979$5.10M0.1%+2.3%0.002%
7/16/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH48,024$15.32M0.4%+1,191.7%0.007%
7/16/2025Perigon Wealth Management LLC58,599$18.69M0.4%+1.7%0.008%
7/16/2025Maridea Wealth Management LLC846$270K0.1%+13.0%0.000%
7/16/2025Magnus Financial Group LLC4,549$1.45M0.1%-2.2%0.001%
7/16/2025Kennedy Investment Group670$214K0.1%N/A0.000%
7/16/2025Plancorp LLC4,041$1.29M0.0%-12.4%0.001%
7/16/2025Motive Wealth Advisors743$237K0.1%N/A0.000%
7/15/2025Herbst Group LLC11,243$3.59M2.1%+0.5%0.002%
7/15/2025McAdam LLC6,633$2.12M0.1%+1.5%0.001%
7/15/2025Xcel Wealth Management LLC10,073$3.21M0.9%+3.1%0.001%
7/15/2025Spectrum Planning & Advisory Services Inc.1,197$382K0.2%N/A0.000%
7/15/2025Beacon Investment Advisory Services Inc.4,993$1.59M0.1%+1.9%0.001%
7/15/2025Regatta Capital Group LLC2,302$734K0.1%-2.3%0.000%
7/15/2025Signet Financial Management LLC770$246K0.0%N/A0.000%
7/15/2025Retireful LLC709$226K0.2%N/A0.000%
7/15/2025Verum Partners LLC636$203K0.0%N/A0.000%
7/15/2025TD Private Client Wealth LLC14,090$4.49M0.1%+1.9%0.002%
7/15/2025Mather Group LLC.6,388$2.04M0.0%+5.2%0.001%
7/15/2025Shulman DeMeo Asset Management LLC1,427$455K0.1%-8.5%0.000%
7/15/2025Evanson Asset Management LLC4,040$1.29M0.1%+1.3%0.001%
7/15/2025Public Employees Retirement System of Ohio227,554$72.59M0.2%-4.1%0.032%
7/15/2025RVW Wealth LLC660$211K0.0%N/A0.000%
7/15/2025Kentucky Trust Co605$193K0.1%-11.0%0.000%
7/15/2025Alhambra Investment Management LLC4,275$1.36M0.7%+11.0%0.001%
7/15/2025Buttonwood Financial Advisors Inc.9,440$3.01M1.2%-4.0%0.001%
7/15/2025Northside Capital Management LLC3,613$1.15M0.1%+114.7%0.001%
7/15/2025Financial Management Professionals Inc.180$57K0.0%-71.3%0.000%
7/15/2025Ballentine Partners LLC22,051$7.03M0.1%+15.9%0.003%
7/15/2025Cigna Investments Inc. New5,447$1.74M0.3%-2.5%0.001%
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7/15/2025BCS Wealth Management636$203K0.0%N/A0.000%
7/15/2025Norden Group LLC5,368$1.71M0.2%+3.4%0.001%
7/15/2025Banyan Capital Management Inc.13,430$4.28M2.2%-55.4%0.002%
7/15/2025Accurate Wealth Management LLC4,070$1.32M0.2%+29.8%0.001%
7/15/2025Fifth Third Bancorp187,921$59.94M0.2%+1.5%0.027%
7/15/2025BNC Wealth Management LLC15,655$4.99M1.5%+3.9%0.002%
7/15/2025AM Investment Strategies LLC658$209K0.0%N/A0.000%
7/15/2025Retirement Income Solutions Inc748$239K0.0%N/A0.000%
7/15/2025Hall Laurie J Trustee729$233K0.1%N/A0.000%
7/15/2025Forte Capital LLC ADV4,354$1.39M0.1%+9.8%0.001%
7/15/2025Covea Finance55,600$17.74M0.7%+192.6%0.008%
7/15/2025Hofer & Associates. Inc977$312K0.2%N/A0.000%
7/15/2025GSB Wealth Management LLC903$288K0.1%+9.5%0.000%
7/15/2025Optima Capital LLC1,515$483K0.3%-20.1%0.000%
7/15/2025West Oak Capital LLC13,062$4.17M1.6%+1.6%0.002%
7/14/2025 Counterpoint Mutual Funds LLC1,114$355K0.0%N/A0.000%
7/14/2025 Wealth Advisory Solutions LLC767$245K0.1%-24.7%0.000%
7/14/2025 Steigerwald Gordon & Koch Inc.1,839$587K0.1%-2.4%0.000%
7/14/2025 CHICAGO TRUST Co NA22,030$7.03M1.0%+2.0%0.003%
7/14/2025 E&G Advisors LP1,151$367K0.1%-8.0%0.000%
7/14/2025 Opal Wealth Advisors LLC2,600$829K0.2%+6.5%0.000%
7/14/2025 MFA Wealth Advisors LLC26,407$8.42M2.0%-5.1%0.004%
7/14/2025 Golden State Equity Partners1,163$371K0.1%+9.4%0.000%
7/14/2025 AdvisorNet Financial Inc602$192K0.0%+49.0%0.000%
7/14/2025 CRA Financial Services LLC1,041$332K0.1%+3.6%0.000%
7/14/2025 Oliver Luxxe Assets LLC1,731$552K0.1%-15.2%0.000%
7/14/2025 Founders Capital Management LLC77,441$24.70M4.2%+0.6%0.011%
7/14/2025 Chris Bulman Inc822$262K0.1%+9.6%0.000%
7/14/2025 IronOak Wealth LLC.4,538$1.45M1.4%N/A0.001%
7/14/2025 Mechanics Bank Trust Department1,394$445K0.1%-39.5%0.000%
7/14/2025 Salvus Wealth Management LLC16,370$5.22M3.0%-1.3%0.002%
7/14/2025 Foster Group Inc.26,210$8.36M0.3%+0.3%0.004%
7/14/2025 LaFleur & Godfrey LLC36,121$11.52M1.4%+83.8%0.005%
7/14/2025 Armstrong Advisory Group Inc.1,367$436K0.0%+7.0%0.000%
7/14/2025 McGlone Suttner Wealth Management Inc.2,881$919K0.1%-13.9%0.000%
7/14/2025 GAMMA Investing LLC9,907$3.16M0.2%+23.2%0.001%
7/14/2025 S.A. Mason LLC5,112$1.63M0.8%-1.8%0.001%
7/14/2025 Strategic Planning Group LLC12,358$3.94M0.6%+5.3%0.002%
7/14/2025 Westend Capital Management LLC33,705$10.75M3.3%+3.0%0.005%
7/14/2025 U.S. Capital Wealth Advisors LLC8,995$2.87M0.1%+2.4%0.001%
7/14/2025 Narus Financial Partners LLC919$293K0.1%+20.1%0.000%
7/14/2025 Rooted Wealth Advisors Inc.680$217K0.1%N/A0.000%
7/14/2025 Lewis Asset Management LLC3,464$1.11M0.5%+19.3%0.000%
7/14/2025 Abacus Wealth Partners LLC725$231K0.0%N/A0.000%
7/14/2025 Park Avenue Securities LLC22,972$7.33M0.1%-17.9%0.003%
7/14/2025 Palacios Wealth Management LLC870$278K0.2%N/A0.000%
7/14/2025 Avanza Fonder AB36,702$11.71M0.3%-12.7%0.005%
7/14/2025 Sowell Financial Services LLC11,752$3.75M0.2%+41.8%0.002%
7/11/2025 Westfuller Advisors LLC1,348$430K0.2%N/A0.000%
7/11/2025 Annex Advisory Services LLC1,280$408K0.0%-31.2%0.000%
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7/11/2025 Congress Park Capital LLC648$207K0.1%N/A0.000%
7/11/2025 Profit Investment Management LLC4,517$1.44M1.3%-2.2%0.001%
7/11/2025 Lincoln Capital LLC19,174$6.12M1.2%-1.8%0.003%
7/11/2025 Orrstown Financial Services Inc.4,843$1.55M0.3%-1.2%0.001%
7/11/2025 First PREMIER Bank1,073$343K0.1%+130.3%0.000%
7/11/2025 Grant Private Wealth Management Inc5,183$1.65M0.9%N/A0.001%
7/11/2025 Capital Advantage Inc.2,000$638K0.1%-32.5%0.000%
7/11/2025 Deane Retirement Strategies Inc.11,316$3.61M1.6%+0.8%0.002%
7/11/2025 Farther Finance Advisors LLC10,908$3.48M0.1%+14.3%0.002%
7/11/2025 Wedge Capital Management L L P NC964$307K0.0%-10.2%0.000%
(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, 2,762 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($12.33B), State Street Corp ($7.94B), BlackRock Inc. ($7.86B), Wellington Management Group LLP ($4.85B), Geode Capital Management LLC ($3.48B), FMR LLC ($3.24B), and Fisher Asset Management LLC ($2.60B).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 2,310 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: Bank Julius Baer & Co. Ltd Zurich ($12.68M), Norges Bank ($11.96M), Nuveen LLC ($5.41M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.58M), Swiss National Bank ($2.29M), Wellington Management Group LLP ($2.17M), and GAMMA Investing LLC ($2.16M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 52,372,543 shares in the last 24 months. This purchase volume represents approximately $14.70B in transactions.

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

Of the 1,401 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), Price T Rowe Associates Inc. MD ($2.13M), Kovitz Investment Group Partners LLC ($1.95M), Massachusetts Financial Services Co. MA ($1.89M), Longview Partners Guernsey LTD ($1.36M), Legal & General Group Plc ($1.24M), and International Assets Investment Management LLC ($906.52K).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 36,470,184 shares in the last 24 months. This volume of shares sold represents approximately $10.03B in transactions.


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This page (NYSE:AXP) was last updated on 7/16/2025 by MarketBeat.com Staff
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