American Express Company· AXP

🇺🇸 US · LargeSP500NYSE

Financial Services Financial - Credit Services Website

Price: $311.48
Day: -0.30%
Mkt Cap: $210.35B
52W Range: $290.97 – $387.49
Volume: 4.39M
Beta: 1.05

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.2 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 3,107 institutions hold; 1,477 added, 1,071 reduced
Insiders Q3 2026: no purchases, 1 sale ($3.0M)

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American Express Company

AXP|Financial Services|Financial - Credit Services

Current price: $311

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 4.8 avg per quarter

Institutional net breadth · Q2 2026

+515

1,743 adding vs 1,228 reducing

Institutional ownership · Q2 2026

85.7%

3,107 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BERKSHIRE HATHAWAY INC

151.6M

+1.2%

BLACKROCK, INC.

42.0M

+1.4%

VANGUARD CAPITAL MANAGEMENT LLC

35.2M

+7.9%

STATE STREET CORP

29.1M

+0.7%

JPMORGAN CHASE & CO

20.5M

+1.4%

GEODE CAPITAL MANAGEMENT, LLC

14.0M

+0.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

132

240

191

132 buying240 unchanged191 selling

563 funds held AXP in Q2 2026, holding 491.2M shares between them, down 0.2% on the quarter.

Largest fund holders

PARNASSUS INCOME FUNDS333.0M sh

VANGUARD INDEX FUNDS37.0M sh

iSHARES TRUST11.9M sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 22

Williams Anre D

$21.0M

Sale · Nov 7

Squeri Stephen J

$18.7M

Sale · Sep 4

Squeri Stephen J

$16.0M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

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

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Generated September 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

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+24

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.2/5 (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 September 18, 2026.

Insider Trading Activity

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

Insider Selling Pace for AXP

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

1 sale totaling $3.0M (8.8K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Buying seen in 5 of 15 quarters

Steady selling pace across recent quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.74%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 4.8 avg per quarter

Q2 2025

Last insider purchase

buying in 5 of 16 quarters

Notable Recent Transactions, AXP

Top 8 highest-value insider trades from the last 8 quarters

Williams Anre D

Group Pres., Enterprise Serv.

Sell

77,887 shares at $270.26

≈41.1% of their stake at the time

Oct 22, 2024$21.05M

Squeri Stephen J

CEO

Sell

65,200 shares at $286.54

≈32.5% of their stake at the time

Nov 7, 2024$18.68M

Squeri Stephen J

CEO

Sell

48,522 shares at $329.81

≈26.9% of their stake at the time

Sep 4, 2025$16.00M

Squeri Stephen J

CEO

Sell

39,270 shares at $330.43

≈29.7% of their stake at the time

Sep 4, 2025$12.98M

Seeger Laureen

General Counsel

Sell

39,383 shares at $297.24

≈55.7% of their stake at the time

Aug 5, 2025$11.71M

McNeal Glenda G

Chief Partner Officer

Sell

32,391 shares at $309.62

≈74.7% of their stake at the time

Jul 29, 2025$10.03M

Squeri Stephen J

CEO

Sell

34,569 shares at $286.13

≈14.7% of their stake at the time

Nov 7, 2024$9.89M

Marrs Anna

Group Pres., Gmns

Sell

27,425 shares at $350.01

≈57.4% of their stake at the time

Feb 5, 2026$9.60M

Institutional Ownership Analysis

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

Institutional Positions for AXP

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

85.7% institutional ownership

Slight accumulation: 1743 adding vs 1228 reducing

13F share count essentially flat

Momentum improving from prior quarter

+515

Net breadth

1,743 adding vs 1,228 reducing

Accumulating

1.42

Add / reduce ratio

in Q2 2026

+109

New − closed

266 initiated, 157 exited

10 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1743 growing-1228 shrinkingNet: +515

266

1477

1071

New (266)

Increased (1477)

Reduced (1071)

Closed (157)

Top Institutional Holders, AXP

Largest 8 institutional positions by ownership percentage as of Q2 2026

BERKSHIRE HATHAWAY INC

151.6M

$51.3B

Ownership

22.36%

+1.2%

BLACKROCK, INC.

42.0M

$14.2B

Ownership

6.20%

+1.4%

VANGUARD CAPITAL MANAGEMENT LLC

35.2M

$11.9B

Ownership

5.19%

+7.9%

STATE STREET CORP

29.1M

$9.8B

Ownership

4.29%

+0.7%

JPMORGAN CHASE & CO

20.5M

$7.0B

Ownership

3.02%

+1.4%

GEODE CAPITAL MANAGEMENT, LLC

14.0M

$4.7B

Ownership

2.07%

+0.1%

MORGAN STANLEY

13.1M

$4.4B

Ownership

1.94%

+3.6%

FISHER ASSET MANAGEMENT, LLC

9.4M

$3.2B

Ownership

1.39%

+3.1%

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: 563 ETFs and mutual funds reporting

132 buying191 sellingNet: -59

132

240

191

Buying (132)

Unchanged (240)

Selling (191)

In total, funds bought 6.6M shares and sold 7.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

563 ETFs and mutual funds reporting

191 funds selling vs 132 buying

Top Fund Holders, AXP

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

PARNASSUS INCOME FUNDS

333.0M

Weight

0.00%

Jun 30, 2026No change

VANGUARD INDEX FUNDS

37.0M

Weight

7.10%

Jun 30, 2026Increased

iSHARES TRUST

11.9M

Weight

0.03%

Jun 30, 2026Increased

FIDELITY CONCORD STREET TRUST

8.8M

Weight

3.26%

May 31, 2026Increased

SPDR S&P 500 ETF TRUST

6.4M

Weight

14.61%

Jun 30, 2026Increased

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

5.3M

Weight

—

Apr 30, 2026Decreased

SELECT SECTOR SPDR TRUST

3.6M

Weight

9.81%

Jun 30, 2026Decreased

JPMorgan Trust I

3.2M

Weight

0.04%

Jun 30, 2026Decreased

American Express Company· AXP

Holdings Analysis

Insider Trading Activity

1.3Transaction History101Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings176Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details636Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History101Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings176Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details636Most recent ETF and mutual fund holdings with share counts and weights