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 |
| Global frontier investments | 197.22K | 15.00% | $62.91M |
| Aquamarine zurich | 65.00K | 14.53% | $19.66M |
| Lb partners | 30.00K | 8.14% | $9.07M |
| Coleford investment management | 87.79K | 7.90% | $32.48M |
| Cacti asset management | 390.53K | 7.16% | $118.13M |
| 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 |
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 |
| Ameriprise financial | 3.97M | 0.30% | 845.28K |
| Sg americas securities | 1.97M | 0.64% | 770.59K |
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 |
| River road asset management | 379.20K | 1.30% | 379.20K | $114.70M |
| Global frontier investments | 197.22K | 15.00% | 197.22K | $62.91M |
| Zurich insurance group ltd/fi | 107.92K | 0.26% | 107.92K | $35.85M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Inlight wealth management | -1.00 |
| Frg family wealth advisors | -1.00 |
| New millennium group | -2.00 |
| Strengthening families & communities | -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 | 15.27M | 2.23% | 17.87K |
| Vanguard 500 Index Investor | 13.64M | 1.99% | -182.53K |
| iShares Core S&P 500 ETF | 6.88M | 1.00% | -3.74K |
| Fidelity 500 Index | 6.84M | 1.00% | 11.27K |
| 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 | 6.24M | 0.91% | 13.99K |
| State Street®SPDR®DowJonesIndstrAvgETFTr | 5.55M | 0.81% | 12.31K |
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 |
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