American Express (AXP) Institutional Ownership

$242.82
+1.50 (+0.62%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for American Express (NYSE:AXP)

Current
Institutional Ownership
Percentage
84.33%
Number of
Institutional Buyers
(last 12 months)
1362
Total
Institutional Inflows
(last 12 months)
$9.74B
Number of
Institutional Sellers
(last 12 months)
1051
Total
Institutional Outflows
(last 12 months)
$6.34B
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AXP Institutional Buying and Selling by Quarter

American Express Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI84,089$19.15M0.6%-3.5%0.012%
5/17/2024Heartland Bank & Trust Co1,220$278K0.2%-7.6%0.000%
5/17/2024 New Covenant Trust Company N.A.1,066$243K0.2%N/A0.000%
5/17/2024 Plato Investment Management Ltd21,806$4.97M0.5%+1,267.1%0.003%
5/17/2024 iA Global Asset Management Inc.21,981$5.01M0.1%-26.9%0.003%
5/17/2024 KLCM Advisors Inc.1,428$325K0.0%+5.2%0.000%
5/17/2024 Brown Shipley& Co Ltd280$64K0.0%N/A0.000%
5/17/2024 LBP AM SA68,040$15.49M0.6%+33.8%0.009%
5/17/2024 First Western Trust Bank3,921$893K0.0%-2.1%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC1,007$229K0.0%N/A0.000%
5/17/2024 Beacon Capital Management LLC228$52K0.0%+162.1%0.000%
5/17/2024 Semmax Financial Advisors Inc.725$173K0.1%+350.3%0.000%
5/17/2024 Comerica Bank156,911$35.73M0.2%-4.1%0.022%
5/17/2024 Hancock Whitney Corp67,018$15.26M0.5%+5.6%0.009%
5/17/2024 Adalta Capital Management LLC25,615$5.83M3.2%+2.2%0.004%
5/17/2024 Castleark Management LLC67,975$15.48M0.6%+2,441.1%0.009%
5/17/2024 Tidal Investments LLC29,218$6.65M0.1%+62.0%0.004%
5/17/2024 DCM Advisors LLC34,710$7.90M3.3%-6.8%0.005%
5/17/2024 Creekmur Asset Management LLC426$97K0.0%+150.6%0.000%
5/16/2024 Redwood Investment Management LLC7,523$1.71M0.2%-3.0%0.001%
5/16/2024 California State Teachers Retirement System952,694$216.92M0.3%-4.6%0.132%
5/16/2024 Meiji Yasuda Life Insurance Co16,480$3.75M0.1%-4.4%0.002%
5/16/2024 Levin Capital Strategies L.P.5,115$1.17M0.1%-2.7%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.20,952$4.77M0.1%+3.5%0.003%
5/16/2024 Dynasty Wealth Management LLC6,573$1.50M0.0%N/A0.001%
5/16/2024 2Xideas AG53,780$12.25M1.5%-26.0%0.007%
5/16/2024 Iron Gate Global Advisors LLC162,167$36.98M6.6%-1.4%0.023%
5/16/2024 Janus Henderson Group PLC4,163,073$947.89M0.5%-1.6%0.579%
5/16/2024 Bayesian Capital Management LP35,606$8.11M0.8%N/A0.005%
5/16/2024 Waverly Advisors LLC32,826$7.47M0.2%+3.5%0.005%
5/16/2024 Silvercrest Asset Management Group LLC61,694$14.05M0.1%+8.1%0.009%
5/16/2024 Captrust Financial Advisors146,077$33.26M0.1%-20.6%0.020%
5/16/2024 Zurich Insurance Group Ltd FI120,702$27.48M0.3%N/A0.017%
5/16/2024 Lavaca Capital LLC5,471$1.25M0.7%+2.7%0.001%
5/15/2024 Ascent Group LLC5,895$1.34M0.1%+1.6%0.001%
5/15/2024 SVB Wealth LLC16,133$3.67M0.1%+3.0%0.002%
5/15/2024 Mount Yale Investment Advisors LLC4,444$1.01M0.1%+39.8%0.001%
5/15/2024 Public Employees Retirement System of Ohio297,905$67.83M0.3%-0.1%0.041%
5/15/2024 Public Employees Retirement Association of Colorado83,130$18.93M0.1%-11.3%0.012%
5/15/2024 Ceeto Capital Group LLC12,800$2.91M1.2%+0.4%0.002%
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5/15/2024 Kiltearn Partners LLP50,523$11.50M1.1%-56.1%0.007%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund18,872$4.30M0.3%-8.0%0.003%
5/15/2024 Kentucky Retirement Systems43,429$9.89M0.3%-5.7%0.006%
5/15/2024 Price T Rowe Associates Inc. MD8,447,441$1.92B0.2%+8.5%1.174%
5/15/2024 BOKF NA25,663$5.84M0.1%-9.4%0.004%
5/15/2024 Kestra Advisory Services LLC59,207$13.48M0.1%+10.8%0.008%
5/15/2024 Lazard Asset Management LLC4,075,388$927.92M1.1%-17.2%0.567%
5/15/2024 Epoch Investment Partners Inc.1,046,904$238.37M1.1%+9.1%0.146%
5/15/2024 LRI Investments LLC734$175K0.0%N/A0.000%
5/15/2024 Linscomb Wealth Inc.3,510$799K0.0%-8.6%0.000%
5/15/2024 Truvestments Capital LLC1,094$249K0.1%+13.4%0.000%
5/15/2024 Guardian Capital Advisors LP33,101$7.21M0.8%-3.1%0.005%
5/15/2024 Gabelli Funds LLC751,300$171.06M1.3%-6.1%0.104%
5/15/2024 Gamco Investors INC. ET AL607,388$138.30M1.4%-3.8%0.084%
5/15/2024 Longview Partners Guernsey LTD3,159,749$719.44M4.6%-2.8%0.439%
5/15/2024 Envoi LLC1,350$307K0.7%N/A0.000%
5/14/2024 Canada Pension Plan Investment Board677,343$154.22M0.2%-11.8%0.094%
5/14/2024 Toronto Dominion Bank364,063$82.89M0.1%-2.7%0.051%
5/14/2024 Atalanta Sosnoff Capital LLC298,062$67.87M1.6%-0.1%0.041%
5/14/2024 Sheaff Brock Investment Advisors LLC67,657$15.41M1.0%+396.2%0.009%
5/14/2024 Rodgers Brothers Inc.34,333$7.82M1.1%+0.5%0.005%
5/14/2024 Advisors Asset Management Inc.144,947$33.00M0.6%+0.3%0.020%
5/14/2024 Axxcess Wealth Management LLC8,812$2.01M0.1%+95.6%0.001%
5/14/2024 EP Wealth Advisors LLC21,863$4.98M0.1%+1.2%0.003%
5/14/2024 Wellington Wealth Strategies LLC.2,884$657K0.3%N/A0.000%
5/14/2024 Freestone Capital Holdings LLC23,047$5.25M0.2%-3.4%0.003%
5/14/2024 CreativeOne Wealth LLC13,099$2.98M0.1%+22.8%0.002%
5/14/2024 Delap Wealth Advisory LLC1,121$255K0.1%N/A0.000%
5/14/2024 Fayez Sarofim & Co274,048$62.40M0.2%+2.8%0.038%
5/14/2024 LGT Group Foundation19,652$4.48M0.1%-32.6%0.003%
5/14/2024 Shell Asset Management Co.21,127$4.81M0.2%+12.6%0.003%
5/14/2024 Northwest Wealth Management LLC1,226$279K0.1%-24.6%0.000%
5/14/2024 Mattern Capital Management LLC1,057$241K0.0%N/A0.000%
5/14/2024 Payden & Rygel Investment Group65,000$14.80M0.7%N/A0.009%
5/14/2024 Crewe Advisors LLC5,595$1.27M0.1%N/A0.001%
5/14/2024 Elgethun Capital Management18,143$4.14M1.0%+1.4%0.003%
5/14/2024 Evermay Wealth Management LLC4,041$920K0.1%-1.9%0.001%
5/14/2024 Boulder Hill Capital Management LP22,100$5.03M2.1%N/A0.003%
5/14/2024 Natixis31,276$7.12M0.0%-58.8%0.004%
5/14/2024 InterOcean Capital Group LLC2,880$656K0.0%-11.4%0.000%
5/14/2024 Pitcairn Co.8,620$1.96M0.1%+2.7%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund432,690$98.52M0.3%+128.9%0.060%
5/14/2024 Puzo Michael J1,500$342K0.1%-6.3%0.000%
5/14/2024 CANADA LIFE ASSURANCE Co78,100$17.84M0.0%-2.2%0.011%
5/14/2024 Round Hill Asset Management1,432$326K0.2%-41.5%0.000%
5/14/2024 American International Group Inc.186,721$42.52M0.2%-1.9%0.026%
5/14/2024 Vaughan David Investments LLC IL264,495$60.22M1.5%-0.3%0.037%
5/14/2024 Twin Capital Management Inc.5,945$1.35M0.2%+1.8%0.001%
5/14/2024 RB Capital Management LLC4,917$1.12M0.3%+8.0%0.001%
5/14/2024 Lake Street Advisors Group LLC8,881$2.02M0.1%+51.5%0.001%
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5/14/2024 Arjuna Capital19,753$4.50M1.3%+158.2%0.003%
5/13/2024 Bessemer Group Inc.39,494$8.99M0.0%+26.2%0.005%
5/13/2024 Atlanta Consulting Group Advisors LLC3,318$756K0.3%N/A0.000%
5/13/2024 Mirova40,997$9.34M1.7%+33.8%0.006%
5/13/2024 Goepper Burkhardt LLC850$206K0.1%N/A0.000%
5/13/2024 UniSuper Management Pty Ltd87,147$19.84M0.2%+1,645.0%0.012%
5/13/2024 Clearbridge Investments LLC831,031$189.22M0.2%-30.5%0.116%
5/13/2024 Seven Eight Capital LP936$213K0.0%N/A0.000%
5/13/2024 Invesco LLC12,818$2.92M1.2%-4.9%0.002%
5/13/2024 O Shaughnessy Asset Management LLC54,318$12.37M0.1%+33.1%0.008%
(Data available from 1/1/2016 forward)

AXP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AXP shares?

During the previous two years, 2,330 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($10.28B), BlackRock Inc. ($7.86B), State Street Corp ($5.28B), Wellington Management Group LLP ($3.35B), Massachusetts Financial Services Co. MA ($1.97B), Morgan Stanley ($1.94B), and Price T Rowe Associates Inc. MD ($1.92B).Learn more on AXP's institutional investors.

What percentage of American Express stock is owned by institutional investors?

84.33% of American Express stock is owned by institutional investors. Learn more on AXP's institutional investor holdings.

Which institutional investors have been buying American Express stock?

Of the 1,957 institutional investors that purchased American Express stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($12.69M), Norges Bank ($5.94M), Price T Rowe Associates Inc. MD ($5.86M), Renaissance Technologies LLC ($2.64M), Swiss National Bank ($2.28M), Jennison Associates LLC ($2.10M), and Alphinity Investment Management Pty Ltd ($1.90M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 93,586,000 shares in the last 24 months. This purchase volume represents approximately $15.71B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,510 institutional investors that sold American Express stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($5.68M), Wellington Management Group LLP ($5.28M), Fisher Asset Management LLC ($5.12M), FMR LLC ($3.10M), State Street Corp ($2.78M), Renaissance Technologies LLC ($2.75M), and Massachusetts Financial Services Co. MA ($2.32M).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 81,736,411 shares in the last 24 months. This volume of shares sold represents approximately $13.17B in transactions.


This page (NYSE:AXP) was last updated on 5/18/2024 by MarketBeat.com Staff

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