American Express Company· AXP

🇺🇸 US · LargeSP500NYSE

Financial ServicesFinancial - Credit ServicesWebsite

Price: $336.21
Day: -1.83%
Mkt Cap: $227.05B
52W Range: $290.97 – $387.49
Volume: 1.72M
Beta: 1.05

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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American Express Company

AXP|Financial Services|Financial - Credit Services

Current price: $336

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$2.4M

Net share flow-7.0K

Purchases0 ($0)

Sales1 ($2.4M)

Top Notable Transactions

Insider

Type

Value

Date

Williams Anre D

Sale

$21.0M

Oct 22

Buckminster Douglas E.

Sale

$21.0M

May 2

Squeri Stephen J

Sale

$18.7M

Nov 7

Institutional Ownership, Q2 2026

Ownership share, position changes, share flow, and top holders

Ownership84.9%

13F share flow+11.0%

Investors holding3.0K

+1713 adding-1246 reducing

265

1448

1037

New 265Inc 1448Red 1037Closed 209

Top Institutional Holders

Institution

Value

Change

BERKSHIRE HATHAWAY INC

$51.3B

0.0%

BLACKROCK, INC.

$14.2B

+0.2%

VANGUARD CAPITAL MANAGEMENT LLC

$11.9B

+6.7%

STATE STREET CORP

$9.8B

-0.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting304

Total shares held392.7M

Share flow-4.7%

85 buying79 selling

140

Buying 85Unchanged 140Selling 79

Top Fund Holders

Fund

Weight

Change

PARNASSUS INCOME FUNDS

333.0M

0.00%

PARNASSUS FUNDS

369.6K

38.28%

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

301.2K

0.02%

+6.5K

PACIFIC SELECT FUND

258.0K

0.03%

-53.4K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore AXP on stockoscope.com→

Generated August 18, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AXP Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+34

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 17, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for AXP

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $2.4M (7.0K shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 2 of 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, AXP

Top 8 highest-value recent insider trades

Williams Anre D

Officer

Sell

77,887 shares at $270.26

Oct 22, 2024$21.05M

Buckminster Douglas E.

Officer

Sell

90,506 shares at $232.34

May 2, 2024$21.03M

Squeri Stephen J

CEO

Sell

65,200 shares at $286.54

Nov 7, 2024$18.68M

Seeger Laureen

Officer

Sell

84,420 shares at $212.98

Feb 12, 2024$17.98M

Squeri Stephen J

CEO

Sell

48,522 shares at $329.81

Sep 4, 2025$16.00M

Williams Anre D

Officer

Sell

72,026 shares at $202.04

Feb 1, 2024$14.55M

Squeri Stephen J

CEO

Sell

39,270 shares at $330.43

Sep 4, 2025$12.98M

Seeger Laureen

Officer

Sell

39,383 shares at $297.24

Aug 5, 2025$11.71M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for AXP

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q2 2026

84.9% institutional ownership

Slight accumulation: 1713 adding vs 1246 reducing

13F shares increased by 0.8%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1713 growing-1246 shrinkingNet: +467

265

1448

1037

209

New (265)

Increased (1448)

Reduced (1037)

Closed (209)

Top Institutional Holders, AXP

Largest 8 institutional positions by ownership percentage as of Q2 2026

BERKSHIRE HATHAWAY INC

151.6M

$51.3B

Ownership

22.10%

No change

BLACKROCK, INC.

42.0M

$14.2B

Ownership

6.12%

+0.2%

VANGUARD CAPITAL MANAGEMENT LLC

35.2M

$11.9B

Ownership

5.13%

+6.7%

STATE STREET CORP

29.1M

$9.8B

Ownership

4.24%

-0.5%

JPMORGAN CHASE & CO

20.5M

$7.0B

Ownership

2.98%

+0.3%

GEODE CAPITAL MANAGEMENT, LLC

14.0M

$4.7B

Ownership

2.04%

-1.0%

MORGAN STANLEY

13.1M

$4.4B

Ownership

1.91%

+2.4%

FISHER ASSET MANAGEMENT, LLC

9.4M

$3.2B

Ownership

1.37%

+1.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 304 ETFs and mutual funds reporting

85 buying79 sellingNet: +6

140

Buying (85)

Unchanged (140)

Selling (79)

Neutral

Mixed fund activity in Q2 2026

304 ETFs and mutual funds reporting

85 buying vs 79 selling (balanced)

Top Fund Holders, AXP

Largest 8 ETF and mutual fund positions by shares held as of latest filing

PARNASSUS INCOME FUNDS

333.0M

Weight

0.00%

No change

PARNASSUS FUNDS

369.6K

Weight

38.28%

No change

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

301.2K

Weight

0.02%

Increased

PACIFIC SELECT FUND

258.0K

Weight

0.03%

Decreased

ADAMS DIVERSIFIED EQUITY FUND, INC.

165.8K

Weight

39.76%

No change

Principal Exchange-Traded Funds

115.4K

Weight

0.38%

Increased

Provident Mutual Funds, Inc.

30.2K

Weight

10.71%

No change

Absolute Shares Trust

4.8K

Weight

1.30%

Increased

American Express Company· AXP

Holdings Analysis

Insider Trading Activity

1.3Transaction History100Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings175Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History100Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings175Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights