American Express Ownership | Who Owns American Express?
American Express Ownership Summary
American Express is owned by 50.06% institutional investors, 22.23% insiders, and 27.72% retail investors. Berkshire hathaway is the largest institutional shareholder, holding 21.72% of AXP shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.25% of its assets in American Express shares.
AXP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Express | 50.06% | 22.23% | 27.72% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Berkshire hathaway | 151.61M | 21.72% | $50.36B |
| Vanguard group | 46.11M | 6.63% | $17.06B |
| Blackrock funding, inc. /de | 42.34M | 6.09% | $15.66B |
| Blackrock | 41.90M | 5.81% | $9.70B |
| State street | 29.09M | 4.17% | $9.66B |
| Jpmorgan chase | 21.03M | 3.03% | $7.78B |
| Morgan stanley | 13.20M | 1.90% | $4.88B |
| Wellington management group llp | 12.97M | 1.86% | $4.31B |
| Geode capital management | 12.71M | 1.83% | $4.69B |
| Fisher asset management | 9.02M | 1.30% | $3.34B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Berkshire hathaway | 151.61M | 18.84% | $50.36B |
| Rothschild & co wealth management uk | 2.91M | 16.91% | $1.08B |
| Aquamarine zurich | 65.00K | 16.30% | $24.05M |
| Global frontier investments | 197.22K | 15.00% | $62.91M |
| Cacti asset management | 390.53K | 8.85% | $146.57M |
| Coleford investment management | 87.79K | 7.90% | $32.48M |
| Bretton capital management | 23.10K | 7.15% | $8.55M |
| Bradley & co. private wealth management | 35.97K | 7.04% | $13.31M |
| Heard capital | 431.74K | 6.96% | $143.41M |
| Gfi investment counsel | 203.79K | 6.92% | $75.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.66M | 0.26% | 6.66M |
| Capital world investors | 7.52M | 0.38% | 2.39M |
| Wells fargo & company/mn | 5.01M | 0.32% | 1.20M |
| Sg americas securities | 1.20M | 0.56% | 1.08M |
| Ameriprise financial | 3.97M | 0.30% | 845.28K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 12.97M | 0.75% | -1.92M |
| Blackrock | 41.90M | 0.22% | -1.17M |
| Jpmorgan chase | 21.03M | 0.49% | -1.15M |
| Invesco | 3.09M | 0.16% | -931.39K |
| Barclays | 2.00M | 0.18% | -813.99K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.66M | 0.26% | 6.66M | $2.46B |
| Axa investment managers | 670.14K | 0.60% | 670.14K | $222.59M |
| Global frontier investments | 197.22K | 15.00% | 197.22K | $62.91M |
| Zurich insurance group ltd/fi | 107.92K | 0.26% | 107.92K | $35.85M |
| Cibc world markets | 96.72K | 0.17% | 96.72K | $35.78M |
Sold Out
| Holder | Change |
|---|---|
| Inlight wealth management | -1.00 |
| Frg family wealth advisors | -1.00 |
| Mendota financial group | -1.00 |
| New millennium group | -2.00 |
| Lmr partners llp | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 2,631 | -2.19% | 588,986,796 | -1.51% | 84 | 1.18% | 1,106 | -4.98% | 1,035 | 0.68% |
| Dec 31, 2024 | 2,570 | 2.59% | 595,808,084 | 2.66% | 84 | 1.25% | 1,096 | -0.18% | 995 | 11.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 15.76M | 2.25% | -189.57K |
| Vanguard Total Stock Mkt Idx Inv | 15.18M | 2.21% | 32.18K |
| Vanguard 500 Index Investor | 13.69M | 1.99% | 85.25K |
| iShares Core S&P 500 ETF | 6.84M | 1.00% | 901.80K |
| Fidelity 500 Index | 6.79M | 0.99% | -59.95K |
| SPDR® S&P 500 ETF | 6.90M | 0.98% | -118.93K |
| SPDR® S&P 500® ETF | 6.68M | 0.96% | 82.22K |
| SPDR® S&P 500® ETF Trust | 6.72M | 0.96% | -35.21K |
| State Street® SPDR® S&P 500® ETF | 6.34M | 0.92% | -11.27K |
| State Street® Dow Jones Indstr AvrgETFTr | 5.54M | 0.81% | -43.08K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 06, 2023 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $842.60 |
| Feb 23, 2024 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $429.28 |
| Apr 09, 2025 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $523.12 |
| Dec 07, 2023 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $338.22 |
| Oct 17, 2023 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Buy | $154.37 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 13 |
| 2025 Q4 | - | 9 |
| 2025 Q3 | - | 11 |
| 2025 Q2 | - | 4 |
| 2025 Q1 | 1 | 19 |
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