AMERICAN EXPRESS CO AXP
COM · Common Stock · CUSIP 025816109 · ISIN US0258161092
American multinational financial services corporation
- SectorFinancials
- IndustryFinance Services
- HeadquartersNew York, NY
- Founded1850
- Websiteamericanexpress.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($976.9m this quarter). Holder counts are more reliable. Shares outstanding: 675.3m as of 2026-07-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $338.26. Options: 53 managers hold calls ($2.6bn notional), 58 hold puts ($2.4bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,920 |
| Q4 2022 | 2,005 |
| Q1 2023 | 2,054 |
| Q2 2023 | 2,046 |
| Q3 2023 | 2,004 |
| Q4 2023 | 2,190 |
| Q1 2024 | 2,313 |
| Q2 2024 | 2,347 |
| Q3 2024 | 2,457 |
| Q4 2024 | 2,637 |
| Q1 2025 | 2,622 |
| Q2 2025 | 2,716 |
| Q3 2025 | 2,754 |
| Q4 2025 | 3,035 |
| Q1 2026 | 2,902 |
| Q2 2026 | 2,999 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 1,073 | 996 |
| Q4 2024 | 993 | 1,134 |
| Q1 2025 | 1,116 | 1,206 |
| Q2 2025 | 1,267 | 1,075 |
| Q3 2025 | 1,172 | 1,144 |
| Q4 2025 | 1,283 | 1,213 |
| Q1 2026 | 1,213 | 1,510 |
| Q2 2026 | 1,431 | 1,174 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.2bn | $2.7bn | 0.82 |
| Q4 2025 | $3.3bn | $3.2bn | 0.97 |
| Q1 2026 | $2.3bn | $2.0bn | 0.89 |
| Q2 2026 | $2.6bn | $2.4bn | 0.92 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +2.2m |
| First Eagle Investment Management, LLC | Added | +1.7m |
| MARSHALL WACE, LLP | Added | +1.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +787.0k |
| BANK OF AMERICA CORP /DE/ | Added | +615.0k |
| MORGAN STANLEY | Added | +312.4k |
| Junto Capital Management LP | New | +307.9k |
| WELLS FARGO & COMPANY/MN | Added | +272.9k |
| Boston Partners | Added | +256.2k |
| JANE STREET GROUP, LLC | Added | +241.6k |
Biggest sellers
| FMR LLC | Reduced | -3.3m |
| Capital Research Global Investors | Reduced | -2.4m |
| SG Americas Securities, LLC | Reduced | -1.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -965.0k |
| AMERIPRISE FINANCIAL INC | Reduced | -819.7k |
| Qube Research & Technologies Ltd | Reduced | -798.7k |
| Capital World Investors | Reduced | -745.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -599.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -516.3k |
| TD Asset Management Inc | Reduced | -483.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $635.5m1.9m shares |
| JANE STREET GROUP, LLC | Added | $467.1m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $237.1m701.1k shares |
| IMC-Chicago, LLC | Added | $201.8m596.7k shares |
| NOMURA HOLDINGS INC | Reduced | $181.7m537.1k shares |
| Optiver Holding B.V. | Reduced | $136.5m403.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $56.9m1.7k shares |
| Walleye Trading LLC | Reduced | $56.3m166.5k shares |
| Tidal Investments LLC | New | $55.6m164.5k shares |
| ROYAL BANK OF CANADA | New | $54.1m160.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $462.6m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $455.7m1.3m shares |
| CITADEL ADVISORS LLC | Added | $280.9m830.4k shares |
| Optiver Holding B.V. | Added | $164.2m485.3k shares |
| IMC-Chicago, LLC | Reduced | $157.3m465.0k shares |
| CITIGROUP INC | Added | $145.8m431.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $89.3m2.6k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $77.8m230.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $50.8m150.3k shares |
| CMT Capital Markets Trading GmbH | Reduced | $44.2m130.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $75.7m | — |
| Q1 2025 | 1 | $998.6k | 7 | $44.3m | $6.3m |
| Q2 2025 | 1 | $523 | 4 | $7.1m | — |
| Q3 2025 | 0 | — | 6 | $88.1m | — |
| Q4 2025 | 0 | — | 4 | $21.2m | $18.0m |
| Q1 2026 | 0 | — | 7 | $36.4m | — |
| Q2 2026 | 0 | — | 1 | $2.4m | — |
| Q3 2026 | 0 | — | 1 | $3.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-18 | Herena Monique Chief Colleague Exp. Officer | Sold | $3.0m8.8k shares |
| 2026-06-15 | McNeal Glenda G Chief Partner Officer | Sold | $2.4m7.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 17.14% of their portfolio | 151.6m $51.3bn | Unchanged |
| BlackRock, Inc. 0.21% of their portfolio | 42.0m $14.2bn | Added +96.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 35.2m $11.9bn | Added +2.2m |
| STATE STREET CORP 0.29% of their portfolio | 29.1m $9.8bn | Reduced -131.9k |
| JPMORGAN CHASE & CO 0.41% of their portfolio | 20.5m $7.0bn | Added +51.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.25% of their portfolio | 14.0m $4.7bn | Reduced -146.9k |
| MORGAN STANLEY 0.23% of their portfolio | 13.1m $4.4bn | Added +312.4k |
| Fisher Asset Management, LLC 0.95% of their portfolio | 9.4m $3.2bn | Added +176.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.13% of their portfolio | 8.7m $3.0bn | Added +787.0k |
| NORGES BANK 0.27% of their portfolio | 8.0m $2.7bn | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.17% of their portfolio | 8.0m $2.7bn | Added +615.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.24% of their portfolio | 7.0m $2.4bn | Added +13.1k |
| NORTHERN TRUST CORP 0.24% of their portfolio | 6.2m $2.1bn | Reduced -94.0k |
| FMR LLC 0.09% of their portfolio | 6.0m $2.0bn | Reduced -3.3m |
| WELLS FARGO & COMPANY/MN 0.35% of their portfolio | 6.0m $2.0bn | Added +272.9k |
| Nuveen, LLC 0.42% of their portfolio | 5.2m $1.8bn | Reduced -401.0k |
| GOLDMAN SACHS GROUP INC 0.18% of their portfolio | 5.1m $1.7bn | Added +150.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.31% of their portfolio | 5.1m $1.7bn | Reduced -194.0k |
| Artisan Partners Limited Partnership 2.49% of their portfolio | 4.5m $1.5bn | Reduced -72.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.49% of their portfolio | 4.5m $1.5bn | Reduced -599.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.16% of their portfolio | 4.4m $1.5bn | Reduced -29.6k |
| UBS Group AG 0.22% of their portfolio | 4.1m $1.4bn | Reduced -483.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.18% of their portfolio | 3.9m $1.3bn | Added +17.0k |
| Bank of New York Mellon Corp 0.21% of their portfolio | 3.7m $1.3bn | Reduced -117.0k |
| Legal & General Group Plc 0.24% of their portfolio | 3.4m $1.1bn | Reduced -311.6k |
| First Eagle Investment Management, LLC 0.94% of their portfolio | 3.4m $1.1bn | Added +1.7m |
| WELLINGTON MANAGEMENT GROUP LLP 0.19% of their portfolio | 3.2m $1.1bn | Reduced -965.0k |
| VANGUARD FIDUCIARY TRUST CO 0.22% of their portfolio | 3.0m $1.0bn | Added +22.7k |
| DIMENSIONAL FUND ADVISORS LP 0.17% of their portfolio | 2.9m $965.3m | Added +142.1k |
| Invesco Ltd. 0.08% of their portfolio | 2.8m $963.1m | Reduced -473.0k |
| Rothschild & Co Wealth Management UK Ltd 13.86% of their portfolio | 2.8m $960.0m | Reduced -5.9k |
| DEUTSCHE BANK AG\ 0.27% of their portfolio | 2.7m $927.9m | Added +40.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.73% of their portfolio | 2.6m $890.0m | Added +66.1k |
| BARCLAYS PLC 0.27% of their portfolio | 2.5m $859.1m | Added +218.3k |
| Capital Wealth Planning, LLC 4.07% of their portfolio | 2.4m $814.3m | Reduced -222.5k |
| AMERIPRISE FINANCIAL INC 0.16% of their portfolio | 2.4m $810.0m | Reduced -819.7k |
| Jupiter Topco LLC 0.33% of their portfolio | 2.4m $806.0m | First filing |
| Amundi 0.19% of their portfolio | 2.4m $796.7m | Reduced -136.5k |
| Boston Partners 0.70% of their portfolio | 2.3m $784.6m | Added +256.2k |
| Capital World Investors 0.08% of their portfolio | 2.1m $708.4m | Reduced -745.0k |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 1.9m $626.0m | Added +109.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.43% of their portfolio | 1.8m $601.7m | Added +213.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.32% of their portfolio | 1.7m $579.1m | Added +49.8k |
| D. E. Shaw & Co., Inc. 0.33% of their portfolio | 1.6m $534.5m | Reduced -402.2k |
| HSBC HOLDINGS PLC 0.25% of their portfolio | 1.6m $530.4m | Reduced -99.8k |
| Swiss National Bank 0.26% of their portfolio | 1.5m $507.0m | Reduced -118.3k |
| FIRST TRUST ADVISORS LP 0.29% of their portfolio | 1.4m $486.5m | Added +16.9k |
| MARSHALL WACE, LLP 0.41% of their portfolio | 1.4m $483.4m | Added +1.3m |
| Sumitomo Mitsui Trust Group, Inc. 0.27% of their portfolio | 1.4m $473.7m | Reduced -49.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.46% of their portfolio | 1.4m $458.4m | Added +110.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.23% of their portfolio | 1.3m $432.8m | Reduced -75.2k |
| AMERICAN CENTURY COMPANIES INC 0.19% of their portfolio | 1.2m $422.7m | Added +50.5k |
| TD Asset Management Inc 0.36% of their portfolio | 1.2m $410.7m | Reduced -483.8k |
| National Pension Service 0.26% of their portfolio | 1.2m $402.9m | Added +9.9k |
| Pictet Asset Management Holding SA 0.38% of their portfolio | 1.2m $395.0m | Reduced -284.0k |
| Vanguard Global Advisers, LLC 0.18% of their portfolio | 1.1m $388.3m | Reduced -24.2k |
| RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio | 1.1m $367.0m | Added +24.5k |
| BANK OF MONTREAL /CAN/ 0.13% of their portfolio | 1.1m $355.7m | Added +109.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.24% of their portfolio | 1.0m $353.9m | Added +108.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.19% of their portfolio | 1.0m $343.5m | Added +139.2k |
| PNC Financial Services Group, Inc. 0.17% of their portfolio | 1.0m $340.9m | Reduced -8.0k |
| Sustainable Growth Advisers, LP 3.28% of their portfolio | 987.5k $334.0m | Reduced -134.5k |
| California Public Employees Retirement System 0.19% of their portfolio | 980.5k $331.6m | Reduced -292.9k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.00% of their portfolio | 979.2k $331.2m | Reduced -99.0k |
| RHUMBLINE ADVISERS 0.25% of their portfolio | 969.7k $328.0m | Reduced -36.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.47% of their portfolio | 968.1k $327.5m | Reduced -268.4k |
| SG Americas Securities, LLC 0.19% of their portfolio | 963.0k $325.7m | Reduced -1.0m |
| LPL Financial LLC 0.07% of their portfolio | 947.6k $320.5m | Added +34.7k |
| PROVIDENT TRUST CO 6.53% of their portfolio | 920.8k $311.5m | Added +3.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.15% of their portfolio | 900.9k $304.7m | Added +98.7k |
| Longview Partners (Guernsey) LTD 4.67% of their portfolio | 849.4k $287.3m | Reduced -226.1k |
| CITIGROUP INC 0.13% of their portfolio | 816.3k $276.1m | Reduced -275.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.25% of their portfolio | 796.4k $269.4m | Reduced -30.1k |
| STIFEL FINANCIAL CORP 0.22% of their portfolio | 796.1k $269.3m | Added +80.1k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 782.7k $264.8m | Added +23.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.89% of their portfolio | 762.8k $258.0m | Reduced -73.9k |
| Capital Research Global Investors 0.03% of their portfolio | 741.6k $250.9m | Reduced -2.4m |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 732.2k $247.7m | Reduced -16.8k |
| Corient Private Wealth LP 0.34% of their portfolio | 718.5k $243.0m | Reduced -87.2k |
| BLAIR WILLIAM & CO/IL 0.60% of their portfolio | 680.3k $230.1m | Reduced -13.4k |
| Russell Investments Group, Ltd. 0.20% of their portfolio | 679.2k $230.1m | Added +47.5k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.91% of their portfolio | 660.5k $223.4m | Added +55.2k |
| Korea Investment CORP 0.42% of their portfolio | 647.4k $219.0m | Added +25.6k |
| S&G Foundation 10.11% of their portfolio | 641.1k $216.9m | Unchanged |
| Aberdeen Group plc 0.30% of their portfolio | 637.6k $215.7m | Reduced -37.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.32% of their portfolio | 614.9k $206.7m | Reduced -6.0k |
| NATIXIS ADVISORS, LLC 0.23% of their portfolio | 599.8k $202.9m | Added +127.9k |
| CIBC Bancorp USA Inc. 0.24% of their portfolio | 577.9k $195.4m | Added +168.2k |
| Tidal Investments LLC 0.47% of their portfolio | 576.6k $195.0m | Added +3.6k |
| Beutel, Goodman & Co Ltd. 1.43% of their portfolio | 573.2k $193.9m | Reduced -91.4k |
| Smead Capital Management, Inc. 4.13% of their portfolio | 569.1k $192.5m | Reduced -33.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.24% of their portfolio | 567.8k $192.1m | Reduced -42.1k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 7.05% of their portfolio | 566.3k $191.5m | Added +3.3k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 545.0k $164.9m | Reduced -16.8k |
| Thrivent Financial for Lutherans 0.31% of their portfolio | 543.0k $183.7m | Reduced -24.9k |
| Ensign Peak Advisors, Inc 0.29% of their portfolio | 520.1k $175.9m | Added +36.7k |
| Alphinity Investment Management Pty Ltd 2.86% of their portfolio | 507.2k $171.6m | Reduced -39.8k |
| US BANCORP \DE\ 0.18% of their portfolio | 492.3k $166.5m | Added +2.2k |
| Markel Group Inc. 1.26% of their portfolio | 490.4k $165.9m | Unchanged |
| AVIVA PLC 0.24% of their portfolio | 489.4k $165.5m | Added +1.8k |