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American Express (AXP) Institutional Ownership

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$270.48 -0.35 (-0.13%)
Closing price 03/21/2025 03:59 PM Eastern
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$270.76 +0.27 (+0.10%)
As of 03/21/2025 07:59 PM Eastern
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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)
1563
Total
Institutional Inflows
(last 12 months)
$12.38B
Number of
Institutional Sellers
(last 12 months)
1264
Total
Institutional Outflows
(last 12 months)
$8.29B
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AXP Institutional Buying and Selling by Quarter

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American Express Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Prostatis Group LLC1,990$591K0.2%-65.9%0.000%
3/18/2025Objective Capital Management LLC1,551$460K0.3%-10.7%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC382,701$113.58M0.2%+23.7%0.054%
3/17/2025 NorthCrest Asset Manangement LLC82,181$24.39M0.7%-2.4%0.012%
3/12/2025 Centaurus Financial Inc.1,605$476K0.0%+21.8%0.000%
3/10/2025 Old North State Trust LLC943$280K0.2%N/A0.000%
3/10/2025 Mattson Financial Services LLC3,641$987K0.3%-31.0%0.001%
3/6/2025 IronOak Wealth LLC.8,367$2.48M2.8%N/A0.001%
3/6/2025 Wood Tarver Financial Group LLC255$75K0.0%N/A0.000%
3/5/2025 Probity Advisors Inc.898$267K0.1%-14.7%0.000%
3/5/2025 Copley Financial Group Inc.1,671$496K0.4%-4.1%0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL16,005$4.75M1.8%-16.1%0.002%
3/4/2025 Siemens Fonds Invest GmbH21,951$6.53M0.3%-11.9%0.003%
2/28/2025 BridgePort Financial Solutions LLC2,031$597K0.3%N/A0.000%
2/28/2025 Park Square Financial Group LLC749$222K0.2%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH631,210$187.34M0.4%N/A0.090%
2/27/2025 Fidelity D & D Bancorp Inc.1,560$463K0.3%+18.5%0.000%
2/27/2025 Brucke Financial Inc.3,107$986K0.9%N/A0.000%
2/27/2025 Omnia Family Wealth LLC695$206K0.1%N/A0.000%
2/27/2025Jefferies Financial Group Inc.1,762$523K0.0%N/A0.000%
2/27/2025 Bernard Wealth Management Corp.367$109K0.1%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.2,812$835K0.1%-30.2%0.000%
2/26/2025 Yoffe Investment Management LLC2,804$832K1.2%N/A0.000%
2/26/2025 Capital A Wealth Management LLC378$112K0.2%N/A0.000%
2/26/2025 Lakeshore Capital Group Inc.5,844$1.73M2.6%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.14,302$4.25M0.1%-15.4%0.002%
2/25/2025 Shufro Rose & Co. LLC3,063$909K0.1%+13.2%0.000%
2/25/2025 Integrated Advisors Network LLC1,836$545K0.0%-3.8%0.000%
2/25/2025 Garde Capital Inc.4,986$1.48M0.1%+3.1%0.001%
2/24/2025 Hall Capital Management Co. Inc.4,877$1.45M0.7%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC1,193$371K0.1%N/A0.000%
2/24/2025 Ameriflex Group Inc.220$70K0.0%N/A0.000%
2/22/2025 American Trust4,295$1.28M0.1%-9.2%0.001%
2/21/2025 Ascent Group LLC7,060$2.10M0.2%+6.5%0.001%
2/21/2025 Aberdeen Wealth Management LLC2,076$616K0.4%-1.7%0.000%
2/21/2025 Putney Financial Group LLC262$78K0.1%N/A0.000%
2/21/2025 Aurdan Capital Management LLC1,000$297K0.1%N/A0.000%
2/21/2025 Perennial Advisors LLC49,942$14.82M3.2%N/A0.007%
2/21/2025 Vermillion Wealth Management Inc.267$79K0.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC945$280K0.1%+19.8%0.000%
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2/20/2025 Mackenzie Financial Corp56,858$16.88M0.0%+1.0%0.008%
2/20/2025 Griffith & Werner Inc.4,418$1.31M0.9%N/A0.001%
2/19/2025 Auxier Asset Management7,093$2.11M0.3%-0.6%0.001%
2/19/2025 Invst LLC9,050$2.69M0.3%+0.9%0.001%
2/19/2025 Twin Lakes Capital Management LLC2,733$811K0.4%-6.2%0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC1,026$305K0.0%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio246,985$73.30M0.3%N/A0.035%
2/18/2025 Western Wealth Management LLC1,165$346K0.1%-86.3%0.000%
2/18/2025 Investment Management Corp VA ADV97$29K0.0%N/A0.000%
2/18/2025 US Asset Management LLC3,200$950K0.9%-4.1%0.000%
2/18/2025 Sunbelt Securities Inc.2,500$743K0.1%+10.3%0.000%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC1,166,279$346.14M1.2%-2.1%0.166%
2/18/2025 GTS Securities LLC2,611$775K0.0%-104.4%0.000%
2/18/2025 Breed s Hill Capital LLC1,373$407K0.2%+48.0%0.000%
2/18/2025 Vise Technologies Inc.15,880$4.71M0.4%+41.6%0.002%
2/18/2025 Pinnacle Wealth Management LLC8,464$2.51M2.8%-1.0%0.001%
2/18/2025 Connecticut Wealth Management LLC1,115$331K0.0%+28.2%0.000%
2/18/2025 Headinvest LLC34,416$10.21M1.9%-4.0%0.005%
2/18/2025 Cornerstone Advisory LLC821$255K0.0%N/A0.000%
2/18/2025 Pacific Center for Financial Services370$110K0.0%-17.8%0.000%
2/18/2025 Highview Capital Management LLC DE 5,492$1.63M0.6%-0.8%0.001%
2/18/2025 RB Capital Management LLC6,791$2.02M0.5%+4.6%0.001%
2/18/2025 49 Wealth Management LLC776$230K0.0%-17.2%0.000%
2/18/2025 DCM Advisors LLC32,604$9.65M4.5%+7.5%0.005%
2/18/2025 Adalta Capital Management LLC24,785$7.36M3.8%-3.2%0.004%
2/18/2025 Castleark Management LLC2,675$794K0.0%-91.1%0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp108,905$32.32M0.2%+13.4%0.015%
2/18/2025 Financial Avengers Inc.41,215$12.23M5.8%-5.9%0.006%
2/18/2025 Focus Partners Advisor Solutions LLC7,760$2.30M0.0%+18.4%0.001%
2/18/2025 First Heartland Consultants Inc.913$271K0.0%+7.5%0.000%
2/18/2025 Continuum Advisory LLC3,102$921K0.1%+8.7%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC3,834$1.14M0.5%+101.3%0.001%
2/18/2025 Talisman Wealth Advisors LLC676$200K0.2%N/A0.000%
2/18/2025 Delta Investment Management LLC2,114$627K0.1%-10.0%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,015,269$1.49B0.3%+8.9%0.712%
2/17/2025 USS Investment Management Ltd111,776$33.20M0.2%-3.7%0.016%
2/17/2025 Ulysses Management LLC4,000$1.19M0.2%N/A0.001%
2/17/2025 Valueworks LLC10,577$3.14M1.0%-7.5%0.002%
2/17/2025 Vance Wealth LLC687$204K0.1%N/A0.000%
2/17/2025 Waverly Advisors LLC42,296$12.55M0.2%+7.4%0.006%
2/17/2025 Wesleyan Assurance Society62,345$18.51M1.4%-5.4%0.009%
2/17/2025 Whelan Financial942$280K0.1%N/A0.000%
2/17/2025 Williams Jones Wealth Management LLC.128,836$38.24M0.5%-0.9%0.018%
2/17/2025 Woodline Partners LP33,421$9.92M0.1%N/A0.005%
2/17/2025 Vident Advisory LLC10,702$3.18M0.1%+7.5%0.002%
2/17/2025 Visionary Wealth Advisors911$270K0.0%-7.3%0.000%
2/17/2025 Vivaldi Capital Management LP866$274K0.0%-17.6%0.000%
2/17/2025 WBI Investments LLC6,566$1.95M0.5%+52.3%0.001%
2/17/2025 Triglav Skladi D.O.O.27,500$8.16M0.6%N/A0.004%
2/17/2025 Trustco Bank Corp N Y8,954$2.66M2.9%-5.9%0.001%
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2/17/2025 Texas Bank & Trust Co10,553$3.13M1.3%N/A0.001%
2/17/2025 Tidal Investments LLC166,648$49.46M0.4%+275.4%0.024%
2/17/2025 TrinityPoint Wealth LLC5,961$1.77M0.2%+2.7%0.001%
2/17/2025 Stonebrook Private Inc.5,513$1.64M0.4%+1.0%0.001%
2/17/2025 Strategic Wealth Partners Ltd.9,658$2.97M0.3%-11.9%0.001%
2/17/2025 Strive Asset Management LLC2,632$781K0.6%N/A0.000%
2/17/2025 Tang Capital Management LLC3,799$1.13M0.1%+279.5%0.001%
2/17/2025 Toronto Dominion Bank205,902$61.11M0.1%-31.6%0.029%
2/17/2025 Scissortail Wealth Management LLC3,017$895K0.2%+100,466.7%0.000%
2/17/2025 Snowden Capital Advisors LLC19,512$5.79M0.2%+0.3%0.003%
(Data available from 1/1/2016 forward)

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AXP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AXP shares?

During the previous two years, 2,685 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($13.43B), State Street Corp ($7.94B), BlackRock Inc. ($7.86B), Wellington Management Group LLP ($4.71B), Geode Capital Management LLC ($3.48B), FMR LLC ($3.24B), and Fisher Asset Management LLC ($2.60B).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 2,234 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 ($12.68M), Norges Bank ($11.96M), Price T Rowe Associates Inc. MD ($4.66M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.58M), FMR LLC ($2.42M), Swiss National Bank ($2.29M), and Boston Partners ($2.13M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 104,651,035 shares in the last 24 months. This purchase volume represents approximately $22.65B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,670 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 ($8.53M), Fisher Asset Management LLC ($4.50M), Dodge & Cox ($3.77M), Massachusetts Financial Services Co. MA ($2.73M), Vanguard Group Inc. ($2.27M), Jennison Associates LLC ($2.20M), and Lazard Asset Management LLC ($1.56M).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 72,612,897 shares in the last 24 months. This volume of shares sold represents approximately $15.21B in transactions.


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This page (NYSE:AXP) was last updated on 3/22/2025 by MarketBeat.com Staff
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