American Express Ownership | Who Owns American Express?
American Express Ownership Summary
American Express is owned by 85.06% institutional investors, 22.56% insiders. Berkshire hathaway is the largest institutional shareholder, holding 22.10% of AXP shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.57% of its assets in American Express shares.
AXP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Express | 85.06% | 22.56% | -7.62% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Credit Services Stocks | 60.09% | 14.54% | 25.37% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Berkshire hathaway | 151.61M | 22.10% | $51.28B |
| Vanguard group | 46.11M | 6.63% | $17.06B |
| Blackrock funding, inc. /de | 42.01M | 6.12% | $14.21B |
| Blackrock | 41.90M | 5.81% | $9.70B |
| Vanguard capital management | 35.22M | 5.13% | $11.91B |
| State street | 29.10M | 4.24% | $9.84B |
| Jpmorgan chase | 20.46M | 2.98% | $6.97B |
| Geode capital management | 14.02M | 2.04% | $4.73B |
| Morgan stanley | 13.12M | 1.91% | $4.44B |
| Fisher asset management | 9.43M | 1.37% | $3.19B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Factorial partners | 1.00K | 100.00% | $341.00K |
| Berkshire hathaway | 151.61M | 17.14% | $51.28B |
| Aquamarine zurich | 65.00K | 15.26% | $21.99M |
| Rothschild & co wealth management uk | 2.84M | 13.86% | $960.03M |
| Global frontier investments | 233.22K | 13.58% | $78.89M |
| Gfi investment counsel | 183.90K | 8.44% | $62.21M |
| Thorntree capital partners lp | 166.78K | 7.71% | $56.41M |
| Timucuan asset management inc/fl | 566.26K | 7.05% | $191.54M |
| Lb partners | 30.00K | 6.92% | $10.15M |
| Unison asset management | 48.78K | 6.70% | $16.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 7.99M | 0.27% | 7.99M |
| Ci private wealth | 4.77M | 0.32% | 3.97M |
| Sixth street partners management company | 3.89M | 0.17% | 3.89M |
| Vanguard capital management | 35.22M | 0.25% | 2.21M |
| Marshall wace, llp | 1.43M | 0.38% | 1.30M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 6.01M | 0.09% | -3.26M |
| Capital research global investors | 741.64K | 0.04% | -2.43M |
| Blackrock | 41.90M | 0.22% | -1.17M |
| Sg americas securities | 962.99K | 0.18% | -1.00M |
| Wellington management group llp | 3.22M | 0.19% | -965.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.99M | 0.27% | 7.99M | $2.70B |
| Sixth street partners management company | 3.89M | 0.17% | 3.89M | $1.32B |
| Axa investment managers | 670.14K | 0.60% | 670.14K | $222.59M |
| Junto capital management lp | 307.86K | 1.83% | 307.86K | $104.13M |
| Curated wealth partners | 275.49K | 0.02% | 275.49K | $192.12K |
Sold Out
| Holder | Change |
|---|---|
| Frg family wealth advisors | -1.00 |
| Inlight wealth management | -1.00 |
| Mendota financial group | -1.00 |
| New millennium group | -2.00 |
| Curio wealth | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 3,061 | 2.65% | 583,534,909 | 0.93% | 85 | 1.20% | 1,461 | 16.60% | 1,046 | -15.03% |
| Mar 31, 2026 | 2,902 | -6.63% | 566,089,282 | -3.36% | 82 | 1.16% | 1,232 | -16.64% | 1,194 | 5.76% |
| Dec 31, 2025 | 2,657 | -5.65% | 347,903,780 | -40.21% | 50 | 0.72% | 1,232 | 2.75% | 994 | -3.59% |
| Sep 30, 2025 | 2,707 | -2.73% | 577,925,412 | -3.02% | 82 | 1.14% | 1,149 | -11.89% | 990 | 3.13% |
| Jun 30, 2025 | 2,746 | 2.73% | 594,859,504 | 0.80% | 85 | 1.20% | 1,281 | 13.97% | 952 | -8.99% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 17.38M | 2.57% | 49.08K |
| Vanguard Morn Total Stk Mkt Idx Investor | 17.33M | 2.57% | 2.03M |
| Vanguard Total Stock Mkt Idx Inv | 17.33M | 2.54% | 2.03M |
| Vanguard US Total Market Shares ETF | 15.76M | 2.25% | -189.57K |
| Vanguard 500 Index Investor | 13.97M | 2.07% | 146.83K |
| iShares Core S&P 500 ETF | 7.18M | 1.06% | 11.43K |
| Fidelity 500 Index | 6.83M | 1.01% | -26.15K |
| SPDR® S&P 500 ETF | 6.90M | 0.98% | -118.93K |
| State Street® SPDR® S&P 500® ETF | 6.57M | 0.97% | 5.54K |
| SPDR® S&P 500® ETF | 6.68M | 0.96% | 82.22K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 18, 2026 | Herena Monique | Chief Colleague Exp. Officer | Sell | $2.97M |
| Jun 15, 2026 | McNeal Glenda G | Chief Partner Officer | Sell | $2.39M |
| Feb 23, 2024 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $429.28 |
| Dec 07, 2023 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $338.22 |
| Apr 09, 2025 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $523.12 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 13 |
| 2025 Q4 | - | 9 |
| 2025 Q3 | - | 11 |
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