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

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.

Insider Trading (Form 4)

90d confidence

unique buyers

—

buy value

data as of 2026-07-18

12-Month Buy/Sell Activity

Jan 25

Apr 25

Aug 25

Dec 25

BuySell

Action	Insider	Title	Date	Value
Sell	Joabar Raymond	Grp. Pres., Global Comm. Serv.	2026-03-13	$5K
Sell	Lieberman Quinn Jessica	EVP - Controller	2026-03-06	$910K
Sell	Joabar Raymond	Grp. Pres., Global Comm. Serv.	2026-03-02	$7K
Sell	Joabar Raymond	Grp. Pres., Global Comm. Serv.	2026-02-19	$1.14M
Sell	Joabar Raymond	Grp. Pres., Global Comm. Serv.	2026-02-19	$1.70M
Sell	Joabar Raymond	Grp. Pres., Global Comm. Serv.	2026-02-19	$966K
Sell	Joabar Raymond	Grp. Pres., Global Comm. Serv.	2026-02-19	$961K
Sell	Grosfield Howard	Group Pres., U.S. Cons. Serv.	2026-02-12	$2.82M

View all insider trades →

Form 144 Pre-Sale Notices

Filings (90d)

$2.39M

Total Est. Value

7K shares

Planned Shares

Last Filed 2026-06-15

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
McNeal Glenda G	Officer	2026-06-15	7K 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)

Filings (14d)

Data as of 2026-07-15

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)

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 $43.7B, 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.