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American Express (AXP) Institutional Ownership

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$298.65 +5.57 (+1.90%)
(As of 12/20/2024 05:45 PM ET)
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Institutional Ownership Changes (13F Filings) for American Express (NYSE:AXP)

Current
Institutional Ownership
Percentage
84.33%
Number of
Institutional Buyers
(last 12 months)
1406
Total
Institutional Inflows
(last 12 months)
$7.39B
Number of
Institutional Sellers
(last 12 months)
1067
Total
Institutional Outflows
(last 12 months)
$6.03B
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AXP Institutional Buying and Selling by Quarter

American Express Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.653,012$177.10M0.1%+4.5%0.093%
12/13/2024 Lord Abbett & CO. LLC163,547$44.35M0.1%-39.2%0.023%
12/13/2024 B. Riley Wealth Advisors Inc.16,909$4.58M0.1%-1.7%0.002%
12/12/2024 Brass Tax Wealth Management Inc.894$242K0.1%N/A0.000%
12/11/2024 1ST Source Bank31,912$8.66M0.5%-2.3%0.005%
12/10/2024 Birmingham Capital Management Co. Inc. AL19,075$5.17M1.9%-9.9%0.003%
12/9/2024 Copley Financial Group Inc.1,743$473K0.4%N/A0.000%
12/6/2024 Retirement Systems of Alabama389,660$105.68M0.4%-6.5%0.055%
12/3/2024 Oddo BHF Asset Management Sas21,015$5.70M0.3%N/A0.003%
11/29/2024 American Trust4,732$1.28M0.1%-32.8%0.001%
11/27/2024 Franklin Resources Inc.575,969$159.27M0.0%+6.5%0.082%
11/26/2024 Peapack Gladstone Financial Corp63,276$17.16M0.2%+9.5%0.009%
11/25/2024 Synovus Financial Corp23,491$6.37M0.1%+3.8%0.003%
11/25/2024 Tidal Investments LLC44,390$12.04M0.1%+58.1%0.006%
11/25/2024 Destination Wealth Management119,582$32.43M1.0%-3.0%0.017%
11/25/2024 Wilmington Savings Fund Society FSB31,428$8.52M0.2%+293.0%0.004%
11/25/2024 World Investment Advisors LLC4,765$1.29M0.0%+430.6%0.001%
11/22/2024 Stock Yards Bank & Trust Co.9,227$2.50M0.1%-1.6%0.001%
11/21/2024 SkyView Investment Advisors LLC2,423$657K0.1%+3.1%0.000%
11/20/2024 SOA Wealth Advisors LLC.8,031$2.18M0.4%+2.7%0.001%
11/20/2024 Virtu Financial LLC4,781$1.30M0.1%N/A0.001%
11/19/2024 Invst LLC8,969$2.43M0.3%-0.6%0.001%
11/19/2024 M&T Bank Corp173,950$47.18M0.2%-0.6%0.025%
11/19/2024 Unigestion Holding SA3,802$1.03M0.0%N/A0.001%
11/19/2024 Hohimer Wealth Management LLC5,792$1.57M0.3%+2.6%0.001%
11/18/2024 Soltis Investment Advisors LLC2,326$631K0.1%+22.1%0.000%
11/18/2024 Rehmann Capital Advisory Group12,382$3.37M0.2%-4.2%0.002%
11/18/2024 TD Private Client Wealth LLC13,794$3.74M0.1%+6.7%0.002%
11/18/2024 Virtue Capital Management LLC1,023$277K0.1%-6.5%0.000%
11/18/2024 Arete Wealth Advisors LLC12,002$3.20M0.3%+13.0%0.002%
11/18/2024 Teachers Retirement System of The State of Kentucky187,004$50.72M0.4%-12.7%0.027%
11/18/2024 Sunbelt Securities Inc.2,266$614K0.1%+16.7%0.000%
11/18/2024 Toronto Dominion Bank301,155$81.67M0.1%+27.8%0.043%
11/18/2024 Financial Avengers Inc.43,816$11.88M5.8%N/A0.006%
11/18/2024 Brown Financial Advisors1,779$482K0.2%-43.5%0.000%
11/18/2024 Coldstream Capital Management Inc.14,563$3.96M0.1%+10.7%0.002%
11/18/2024 Strait & Sound Wealth Management LLC1,107$300K0.1%-19.9%0.000%
11/18/2024 RB Capital Management LLC6,490$1.76M0.4%+24.4%0.001%
11/18/2024 First Dallas Securities Inc.8,696$2.36M1.0%-18.7%0.001%
11/16/2024 Geode Capital Management LLC11,483,512$3.10B0.3%+0.8%1.630%
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11/15/2024 Foyston Gordon & Payne Inc41,540$11.27M2.8%-11.9%0.006%
11/15/2024 Insight Inv LLC11,981$3.25M2.7%-4.8%0.002%
11/15/2024 Prestige Wealth Management Group LLC682$185K0.0%-67.8%0.000%
11/15/2024 Brophy Wealth Management LLC5,652$1.53M0.5%N/A0.001%
11/15/2024 Conway Capital Management Inc.900$244K0.1%N/A0.000%
11/15/2024 M&T Bank Corp48,439$13.14M0.0%-72.3%0.007%
11/15/2024 Executive Wealth Management LLC757$205K0.0%N/A0.000%
11/15/2024 Abel Hall LLC1,011$274K0.2%+3.6%0.000%
11/15/2024 Continuum Advisory LLC2,853$823K0.1%+41.0%0.000%
11/15/2024 LRI Investments LLC671$193K0.0%+13.3%0.000%
11/15/2024 Hamilton Capital LLC1,487$402K0.0%+8.6%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank7,566$2.05M0.2%-4.6%0.001%
11/15/2024 Roffman Miller Associates Inc. PA183,492$49.76M3.0%-0.9%0.026%
11/15/2024 Nomura Asset Management Co. Ltd.263,194$71.38M0.2%+5.8%0.037%
11/15/2024 Raab & Moskowitz Asset Management LLC7,394$2.01M0.5%-1.0%0.001%
11/15/2024 MML Investors Services LLC81,343$22.06M0.1%+5.2%0.012%
11/15/2024 Hodges Capital Management Inc.13,407$3.64M0.2%-17.4%0.002%
11/15/2024 CTC Alternative Strategies Ltd.1,398$379K0.5%-46.8%0.000%
11/15/2024 Headinvest LLC35,857$9.72M1.8%-2.9%0.005%
11/15/2024 Northeast Financial Consultants Inc846$229K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC78,313$21.24M0.5%-8.7%0.011%
11/15/2024 World Investment Advisors LLC317,117$86.00M0.5%+35,213.7%0.045%
11/15/2024 Zacks Investment Management201,950$54.77M0.5%N/A0.029%
11/15/2024 Zega Financial LLC877$238K0.0%N/A0.000%
11/15/2024 DF Dent & Co. Inc.1,105$300K0.0%-4.3%0.000%
11/15/2024 National Bank of Canada FI707,381$191.84M0.2%+73.7%0.100%
11/15/2024 Hendershot Investments Inc.24,372$6.61M0.9%-13.8%0.003%
11/15/2024 Castleark Management LLC29,905$8.11M0.3%-56.0%0.004%
11/15/2024 iA Global Asset Management Inc.17,477$4.74M0.1%-12.2%0.002%
11/15/2024 EP Wealth Advisors LLC21,388$5.80M0.0%-1.4%0.003%
11/15/2024 United Services Automobile Association66,800$18.12M0.5%-28.4%0.009%
11/15/2024 Insigneo Advisory Services LLC11,924$3.23M0.3%-5.4%0.002%
11/15/2024 Kovitz Investment Group Partners LLC453,126$119.96M0.8%-35.4%0.064%
11/15/2024 Voya Financial Advisors Inc.1,089$295K0.0%-5.7%0.000%
11/15/2024 Wellington Management Group LLP16,073,972$4.36B0.8%-15.9%2.282%
11/15/2024 Weiss Asset Management LP18,092$4.91M0.1%N/A0.003%
11/15/2024 Stansberry Asset Management LLC39,839$10.80M1.3%-26.7%0.006%
11/15/2024 State Street Corp29,279,243$7.94B0.3%0.0%4.156%
11/15/2024 Stifel Financial Corp615,554$166.96M0.2%+9.2%0.087%
11/15/2024 SageView Advisory Group LLC8,378$2.27M0.1%-23.6%0.001%
11/15/2024 Quantinno Capital Management LP36,411$9.88M0.1%+22.9%0.005%
11/15/2024 Royal London Asset Management Ltd.239,011$64.82M0.2%+1.7%0.034%
11/15/2024 Redwood Grove Capital LLC62,780$17.03M4.6%+17.3%0.009%
11/15/2024 Redwood Investment Management LLC6,509$1.76M0.2%-6.9%0.001%
11/15/2024 Reynders McVeigh Capital Management LLC3,029$821K0.0%-1.7%0.000%
11/15/2024 IHT Wealth Management LLC5,140$1.39M0.0%+9.0%0.001%
11/15/2024 Ingalls & Snyder LLC8,607$2.33M0.1%+1.5%0.001%
11/15/2024 Integrated Wealth Concepts LLC17,897$4.85M0.1%+0.2%0.003%
11/15/2024 Investment Management Corp of Ontario24,441$6.63M0.1%+34.0%0.003%
11/15/2024 Iron Gate Global Advisors LLC164,163$44.52M6.9%+1.1%0.023%
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11/15/2024 Itau Unibanco Holding S.A.140$38K0.0%N/A0.000%
11/15/2024 Janus Henderson Group PLC3,960,842$1.07B0.5%+0.8%0.562%
11/15/2024 Heard Capital LLC373,927$101.41M5.7%-0.9%0.053%
11/15/2024 Hilltop Holdings Inc.13,912$3.77M0.2%+34.3%0.002%
11/15/2024 Holocene Advisors LP202,705$54.97M0.2%+371.3%0.029%
11/15/2024 Chevy Chase Trust Holdings LLC419,373$113.73M0.3%-1.6%0.060%
11/15/2024 Community Bank N.A.5,997$1.63M0.2%-0.8%0.001%
11/15/2024 Ascent Group LLC6,630$1.80M0.1%+8.3%0.001%
11/15/2024 Beacon Investment Advisory Services Inc.4,967$1.35M0.1%-1.7%0.001%
11/15/2024 Benjamin Edwards Inc.37,649$10.22M0.1%+326.3%0.005%
(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, 2,421 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($10.28B), State Street Corp ($7.94B), BlackRock Inc. ($7.86B), Wellington Management Group LLP ($4.36B), Geode Capital Management LLC ($3.10B), FMR LLC ($2.98B), and Massachusetts Financial Services Co. MA ($2.49B).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 2,027 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 ($4.66M), FMR LLC ($2.42M), Swiss National Bank ($2.29M), Boston Partners ($2.13M), and Jennison Associates LLC ($2.10M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 85,132,023 shares in the last 24 months. This purchase volume represents approximately $15.90B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,525 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: Wellington Management Group LLP ($8.31M), Fisher Asset Management LLC ($5.03M), Dodge & Cox ($3.76M), Vanguard Group Inc. ($2.27M), Jennison Associates LLC ($2.20M), Massachusetts Financial Services Co. MA ($2.08M), and Arrowstreet Capital Limited Partnership ($1.86M).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 69,622,907 shares in the last 24 months. This volume of shares sold represents approximately $12.80B in transactions.


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This page (NYSE:AXP) was last updated on 12/21/2024 by MarketBeat.com Staff
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