American Express Ownership | Who Owns American Express?
American Express Ownership Summary
American Express is owned by 82.80% institutional investors, 22.14% insiders. Berkshire hathaway is the largest institutional shareholder, holding 21.72% of AXP shares. Vanguard Institutional 500 Index Trust 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 | 82.80% | 22.14% | -4.94% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Credit Services Stocks | 45.07% | 10.14% | 44.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Berkshire hathaway | 151.61M | 21.72% | $50.36B |
| Vanguard group | 46.02M | 6.59% | $15.28B |
| Blackrock funding, inc. /de | 43.06M | 6.17% | $14.30B |
| Blackrock | 41.90M | 5.81% | $9.70B |
| State street | 29.09M | 4.17% | $9.66B |
| Jpmorgan chase | 22.19M | 3.18% | $7.37B |
| Morgan stanley | 13.23M | 1.90% | $4.40B |
| Wellington management group llp | 12.97M | 1.86% | $4.31B |
| Geode capital management | 12.69M | 1.82% | $4.20B |
| Fisher asset management | 8.88M | 1.27% | $2.95B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aquamarine zurich | 210.00K | 21.98% | $69.75M |
| Berkshire hathaway | 151.61M | 18.84% | $50.36B |
| Rothschild & co wealth management uk | 2.89M | 15.45% | $960.52M |
| Global frontier investments | 197.22K | 15.00% | $62.91M |
| Long corridor asset management | 87.00K | 11.80% | $28.90B |
| Cacti asset management | 392.78K | 8.84% | $134.21M |
| Coleford investment management | 89.90K | 7.17% | $29.86M |
| Gfi investment counsel | 205.96K | 7.12% | $68.41M |
| Heard capital | 431.74K | 6.96% | $143.41M |
| Lb partners | 32.00K | 6.82% | $10.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.02M | 0.23% | 6.02M |
| Jpmorgan chase | 22.19M | 0.44% | 3.14M |
| Wells fargo & company/mn | 5.01M | 0.32% | 1.20M |
| Ameriprise financial | 3.97M | 0.30% | 845.28K |
| Axa investment managers | 670.14K | 0.60% | 670.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 12.97M | 0.75% | -1.92M |
| Laurel wealth advisors | 5.47K | 0.25% | -1.74M |
| Blackrock | 41.90M | 0.22% | -1.17M |
| Ubs asset management americas | 4.72M | 0.34% | -1.16M |
| Alphinity investment management pty | 787.51K | 2.55% | -1.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.02M | 0.23% | 6.02M | $1.79B |
| 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 |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 94.66K | 0.25% | 94.66K | $21.92M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Inlight wealth management | -1.00 |
| Frg family wealth advisors | -1.00 |
| Vista private wealth partners. | -3.00 |
| Lmr partners llp | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 2,469 | 3.22% | 579,699,107 | -3.87% | 81 | 1.15% | 1,086 | 9.70% | 877 | -4.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional 500 Index Trust | 15.78M | 2.25% | 108.74K |
| Vanguard US Total Market Shares ETF | 15.76M | 2.25% | -189.57K |
| Vanguard Total Stock Mkt Idx Inv | 15.41M | 2.21% | -356.49K |
| Vanguard 500 Index Investor | 13.70M | 1.97% | -2.01M |
| Fidelity 500 Index | 7.02M | 1.01% | 3.02K |
| 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 |
| iShares Core S&P 500 ETF | 6.66M | 0.96% | - |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.33M | 0.77% | -9.22K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 31, 2025 | Rutledge Elizabeth | Chief Marketing Officer | Sell | $1.52M |
| Oct 31, 2025 | Rutledge Elizabeth | Chief Marketing Officer | Sell | $5.59M |
| Oct 31, 2025 | Rutledge Elizabeth | Chief Marketing Officer | Sell | $386.57K |
| Oct 31, 2025 | Rutledge Elizabeth | Chief Marketing Officer | Sell | $1.78M |
| Oct 31, 2025 | Rutledge Elizabeth | Chief Marketing Officer | Sell | $5.48M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 8 |
| 2025 Q3 | - | 11 |
| 2025 Q2 | - | 4 |
| 2025 Q1 | 1 | 19 |
| 2024 Q4 | - | 9 |
AXP Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools