American Express Co (AXP) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

704,356,307Shares Outstanding

153,958,843Shares held by institutions

$53,043,440,179Value of institutional holdings

81.13%Institutional ownership %

1.27%Shares Changed QoQ

2,859No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 2859 institutional investors hold a position in American Express Co (NYSE:AXP).

American Express saw its institutional ownership percentage fell to 81.1% in December 2025 from 83.4% in September 2025.
Quarterly data indicates a 1.27% shift in institutional share volume, and the annual owner count reflects an increase of 9.71%.
The latest 13F cycle for American Express reveals that of 2859 total investors, 1365 funds grew their exposure, whereas 1086 reduced theirs and 408 made no changes.
The aggregate institutional position in American Express now stands at 571.43Mn shares as of December 2025, after investors increased their holdings (up by 7.15Mn shares quarter on quarter which is down 25.58Mn shares year over year).
BERKSHIRE HATHAWAY INC continues to be the largest institutional holder of American Express as of December 31, 2025, with a position of 151.61Mn shares, representing 21.52% of the company's outstanding stock.
Among the most significant buyers of American Express during December 2025 were NORGES BANK (6.66Mn), Capital World Investors (2.39Mn), SG Americas Securities, LLC (1.08Mn), DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main (813.93K), Parallax Volatility Advisers, L.P. (733.88K).
Leading sellers of American Express stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (5.01Mn), JPMORGAN CHASE & CO (1.15Mn), LAZARD ASSET MANAGEMENT LLC (859.39K), BARCLAYS PLC (813.99K), JANUS HENDERSON GROUP PLC (728.22K).
The top 10 institutional holders of American Express for the quarter ending December 2025 included BERKSHIRE HATHAWAY INC (151.61Mn), VANGUARD GROUP INC (46.11Mn), BlackRock, Inc. (42.34Mn), STATE STREET CORP (29.46Mn), JPMORGAN CHASE & CO (21.03Mn), MORGAN STANLEY (13.20Mn), GEODE CAPITAL MANAGEMENT, LLC (12.71Mn), Fisher Asset Management, LLC (9.02Mn), FMR LLC (8.41Mn), WELLINGTON MANAGEMENT GROUP LLP (7.97Mn).

2,859 Institutional Holders

153,958,843 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BERKSHIRE HATHAWAY INC	31 Dec, 2025	151,610,700	0	0.00%	$56,088,378,465.00
VANGUARD GROUP INC	31 Dec, 2025	46,109,777	93,510	0.20%	$17,058,312,001.00
BlackRock, Inc.	31 Dec, 2025	42,342,836	-712,288	-1.65%	$15,664,732,026.00
STATE STREET CORP	31 Dec, 2025	29,464,868	369,967	1.27%	$10,900,527,917.00
JPMORGAN CHASE & CO	31 Dec, 2025	21,032,958	-1,154,291	-5.20%	$7,781,143,862.00
MORGAN STANLEY	31 Dec, 2025	13,199,234	-33,177	-0.25%	$4,883,057,607.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	12,708,136	14,768	0.12%	$4,689,463,098.00
Fisher Asset Management, LLC	31 Dec, 2025	9,023,482	141,936	1.60%	$3,338,237,725.00
FMR LLC	31 Dec, 2025	8,408,873	247,368	3.03%	$3,110,862,777.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	7,965,878	-5,006,656	-38.59%	$2,946,976,567.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	7,850,298	528,633	7.22%	$2,904,217,647.00
Capital World Investors	31 Dec, 2025	7,515,675	2,393,340	46.72%	$2,780,423,966.00
NORGES BANK	31 Dec, 2025	6,660,940	6,660,940	0.00%	$2,464,214,753.00
NORTHERN TRUST CORP	31 Dec, 2025	6,360,544	-163,922	-2.51%	$2,353,083,254.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	5,807,459	-686,853	-10.58%	$2,148,469,457.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	5,378,755	373,107	7.45%	$1,989,870,576.00
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	31 Dec, 2025	5,206,625	813,933	18.53%	$1,926,191,703.00
Nuveen, LLC	31 Dec, 2025	5,172,484	293,107	6.01%	$1,913,560,496.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	5,043,343	549,337	12.22%	$1,865,784,431.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	4,806,554	83,083	1.76%	$1,778,184,653.00

1 - 20 of 2,859

Research Tools