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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/AXP

AXP

AXP 13F Positioning & Ownership Changes

American Express Co

-$37.5B

Net Activity

Data as of: 2026-03-31

Institutions Holding

2894

Popularity Rank

#57

Avg Weight

0.41%

Total Value

$178.1B

Ownership Trend

2894 institutions currently hold AXP, with 1220 net buyers and 1514 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1514

Net Buying Institutions

1220

Key Holders

Key Holders

Top 5 by Value

Berkshire Hathaway IncBerkshire Hathaway Inc
$45.9B
BI
BlackRock, Inc.
$12.7B
VC
Vanguard Capital Management LLC
$10.0B
SS
State Street CORP
$8.8B
JC
Jpmorgan Chase & Co
$6.1B

Top 5 by Conviction

Berkshire Hathaway IncBerkshire Hathaway Inc
17.43%
R&
Rothschild & Co Wealth Management UK Ltd
13.17%
CW
Capital Wealth Planning, LLC
4.39%
AP
Artisan Partners Limited Partnership
2.23%
DB
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
1.18%
View all 2894 holding institutions

Across its top 20 institutional holders, AXP's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$49.6B

Total Buy Value

$98.7B

Total Sell Value

New buy141
Trim1226
Add1079
Sold out288

1220

Net Buyers

1514

Net Sellers

Game Theory Scenarios

Bearish— Distribution Signal

Institutions and insiders both selling, bearish signal

Signal Basis

Institutions reduced holdings by $37.5 billion in Q1 2026, with net sellers (1,514) outnumbering net buyers (1,220); insiders sold $36.4 million over 90 days with no buys.

Confirmation

Continued insider selling or further institutional distribution would confirm a bearish outlook.

Invalidation Risk

A reversal to insider buying or institutional accumulation would invalidate this bearish view.

These game-theory scenarios are AI-generated from this stock's institutional holders' Form 13F data on SEC EDGAR and reflect historical patterns only — not a trading recommendation. Source filings linked below.

See the institutional 13F filings behind this signal

Smart Money Convergence

AXP does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/AXP

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Jan 25
Apr 25
Aug 25
Dec 25
BuySell
ActionInsiderTitleDateValue
SellJoabar RaymondGrp. Pres., Global Comm. Serv.2026-03-13$5K
SellLieberman Quinn JessicaEVP - Controller2026-03-06$910K
SellJoabar RaymondGrp. Pres., Global Comm. Serv.2026-03-02$7K
SellJoabar RaymondGrp. Pres., Global Comm. Serv.2026-02-19$1.14M
SellJoabar RaymondGrp. Pres., Global Comm. Serv.2026-02-19$1.70M
SellJoabar RaymondGrp. Pres., Global Comm. Serv.2026-02-19$966K
SellJoabar RaymondGrp. Pres., Global Comm. Serv.2026-02-19$961K
SellGrosfield HowardGroup Pres., U.S. Cons. Serv.2026-02-12$2.82M
View all insider trades →

Form 144 Pre-Sale Notices

1

Filings (90d)

$2.39M

Total Est. Value

7K shares

Planned Shares

Last Filed 2026-06-15
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
McNeal Glenda GOfficer2026-06-157K shares$2.39M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

3

Filings (14d)

Data as of 2026-07-24
2026-07-24

American Express filed an 8-K on July 24, 2026, reporting its financial results for the second quarter of 2026. The filing includes an earnings press release (Exhibit 99.1) and additional information (Exhibit 99.2), but the provided excerpt does not include specific revenue or profit figures.

View Full Filing (SEC EDGAR)
2026-07-15

American Express Company filed a Form 8-K under Item 7.01 for Regulation FD disclosure. The provided excerpt includes only the header information and does not contain the details of the disclosure itself, so the specific event or information shared by the company is not available from this filing alone.

View Full Filing (SEC EDGAR)
2026-06-25

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

025816109, 02581610 , 025816959, 25816109 , 30219E103, 30219G10 , 30219G108, 30219G908, 30219G958, 30219g108

FAQ

Who are the top institutional investors holding AMERICAN EXPRESS CO (AXP)?
Major stakeholders currently include Berkshire Hathaway Inc ($45.9B), BlackRock, Inc. ($12.7B), Vanguard Capital Management LLC ($10.0B). Based on the latest 13F filings, there are a total of 2894 tracked investment funds and institutions maintaining positions in AXP.
What is the overall institutional sentiment toward AXP recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $37.5B, driven by 1220 managers accumulating shares while 1514 reduced their exposure.
Which institutions have been selling or reducing their AXP positions?
In the latest period, 1226 funds trimmed their holdings, and 288 managers completely exited their positions. The aggregate reported sell value was $98.7B.
Are there any notable investors adding AXP to their portfolios?
Yes, buying activity remains notable. 141 institutions opened new positions in {ticker}, and 1079 existing holders added to their shares. The total reported buy value for the quarter amounted to $49.6B.

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