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American Express (AXP) Institutional Ownership

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$312.75 +1.27 (+0.41%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
1383
Total
Institutional Inflows
(last 12 months)
$7.39B
Number of
Institutional Sellers
(last 12 months)
1077
Total
Institutional Outflows
(last 12 months)
$6.56B
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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
1/17/2025Smallwood Wealth Investment Management LLC715$212K0.1%N/A0.000%
1/17/2025Secure Asset Management LLC1,007$299K0.0%N/A0.000%
1/17/2025Galvin Gaustad & Stein LLC70,114$20.81M1.9%-0.7%0.010%
1/17/2025Baron Silver Stevens Financial Advisors LLC1,374$408K0.1%+17.0%0.000%
1/17/2025Avior Wealth Management LLC14,123$4.19M0.2%-16.6%0.002%
1/17/2025Beacon Investment Advisory Services Inc.4,651$1.38M0.1%-6.4%0.001%
1/17/2025Bill Few Associates Inc.16,936$5.03M1.8%-1.5%0.002%
1/17/2025Teamwork Financial Advisors LLC18,213$5.41M0.7%+2.7%0.003%
1/17/2025MinichMacGregor Wealth Management LLC772$229K0.0%-24.6%0.000%
1/17/2025Raleigh Capital Management Inc.2,323$690K0.3%-4.6%0.000%
1/17/2025Mutual Advisors LLC8,259$2.57M0.1%+5.2%0.001%
1/17/2025Olistico Wealth LLC3,825$1.14M0.7%+1.6%0.001%
1/17/2025True North Advisors LLC1,293$384K0.1%+12.4%0.000%
1/17/2025Wesbanco Bank Inc.4,883$1.45M0.0%+16.9%0.001%
1/17/2025Rothschild & Co Wealth Management UK Ltd2,764,668$820.53M14.4%-15.2%0.392%
1/17/2025Janney Montgomery Scott LLC197,748$58.69M0.2%-3.2%0.028%
1/17/2025Bartlett & CO. Wealth Management LLC101,324$30.07M0.4%+0.6%0.014%
1/17/2025GoalVest Advisory LLC162$48K0.0%-50.3%0.000%
1/17/2025Phillips Wealth Planners LLC940$276K0.3%+11.4%0.000%
1/17/2025Marino Stram & Associates LLC2,376$705K0.2%-4.0%0.000%
1/17/2025Westside Investment Management Inc.712$211K0.0%-99.3%0.000%
1/17/2025Magnus Financial Group LLC4,398$1.31M0.1%-3.3%0.001%
1/17/2025Daymark Wealth Partners LLC101,392$30.09M1.0%+0.1%0.014%
1/17/2025Phoenix Wealth Advisors2,143$636K0.3%-2.1%0.000%
1/17/2025Albion Financial Group UT192$57K0.0%+86.4%0.000%
1/17/2025Global Trust Asset Management LLC3,555$1.06M0.4%-6.2%0.001%
1/17/2025Advisory Alpha LLC1,607$477K0.0%+51.0%0.000%
1/17/2025West Branch Capital LLC1,746$518K0.2%+96.8%0.000%
1/17/2025Missouri Trust & Investment Co1,860$552K0.2%+5.2%0.000%
1/17/2025Dakota Wealth Management16,355$4.85M0.1%-8.4%0.002%
1/17/2025Eads & Heald Wealth Management10,890$3.23M1.6%-5.8%0.002%
1/17/2025XML Financial LLC1,748$519K0.0%+55.1%0.000%
1/17/2025Nisa Investment Advisors LLC251,847$74.75M0.3%-8.1%0.036%
1/17/2025Simon Quick Advisors LLC3,028$899K0.1%+23.0%0.000%
1/17/2025Beaumont Financial Advisors LLC8,604$2.55M0.2%+2.8%0.001%
1/17/2025Aspire Private Capital LLC4,649$1.38M0.3%+2.7%0.001%
1/17/2025Mitsubishi UFJ Asset Management UK Ltd.9,000$2.67M1.2%N/A0.001%
1/17/2025Howard Capital Management Group LLC8,426$2.50M0.2%-2.2%0.001%
1/17/2025Roberts Wealth Advisors LLC900$281K0.1%N/A0.000%
1/17/2025Fort Washington Investment Advisors Inc. OH1,526$453K0.0%-9.4%0.000%
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1/17/2025Exchange Bank3,076$913K0.7%+1.4%0.000%
1/17/2025Atomi Financial Group Inc.5,435$1.61M0.1%+18.4%0.001%
1/17/2025Monterey Private Wealth Inc.1,568$465K0.2%+49.2%0.000%
1/17/2025Capricorn Fund Managers Ltd3,441$1.02M0.5%-27.3%0.000%
1/17/2025Chesley Taft & Associates LLC106,620$31.64M1.5%+15.3%0.015%
1/17/2025Alpha Cubed Investments LLC1,111$330K0.0%-33.0%0.000%
1/17/2025Clear Harbor Asset Management LLC2,202$654K0.1%+10.1%0.000%
1/17/2025TB Alternative Assets Ltd.1,985$589K0.2%N/A0.000%
1/16/2025Lmcg Investments LLC1,988$590K0.0%+2.0%0.000%
1/16/2025Legal Advantage Investments Inc.2,850$846K0.4%-1.7%0.000%
1/16/2025Aspiriant LLC5,172$1.54M0.1%+3.4%0.001%
1/16/2025Crossmark Global Holdings Inc.99,625$29.57M0.5%-1.0%0.014%
1/16/2025Chesapeake Wealth Management6,272$1.86M0.6%-3.4%0.001%
1/16/2025Reliant Investment Management LLC26,084$7.74M3.4%+1.7%0.004%
1/16/2025Ballentine Partners LLC19,091$5.67M0.1%-2.7%0.003%
1/16/2025ZWJ Investment Counsel Inc.174,862$51.90M2.1%-1.4%0.025%
1/16/2025Pure Financial Advisors LLC2,060$611K0.0%+22.1%0.000%
1/16/2025Koshinski Asset Management Inc.4,394$1.30M0.0%-1.3%0.001%
1/16/2025Sky Investment Group LLC48,302$14.34M2.6%-1.0%0.007%
1/16/2025Amplius Wealth Advisors LLC1,627$483K0.0%+5.0%0.000%
1/16/2025Harbor Investment Advisory LLC5,074$1.51M0.1%+1.7%0.001%
1/16/2025LaFleur & Godfrey LLC19,914$5.91M0.8%+0.2%0.003%
1/16/2025Union Savings Bank2,754$817K0.4%-2.4%0.000%
1/16/2025Mitchell Mcleod Pugh & Williams Inc.9,652$2.87M0.6%-16.7%0.001%
1/16/2025Zhang Financial LLC9,446$2.80M0.2%+8.3%0.001%
1/16/2025MassMutual Private Wealth & Trust FSB8,856$2.63M0.1%-4.0%0.001%
1/16/2025Purus Wealth Management LLC2,972$882K0.3%-2.7%0.000%
1/16/2025Penn Davis Mcfarland Inc.10,602$3.15M0.3%-2.3%0.002%
1/16/2025Lee Johnson Capital Management LLC16,132$4.79M2.5%+2.0%0.002%
1/16/2025DLK Investment Management LLC837$248K0.1%N/A0.000%
1/16/2025Stokes Capital Advisors LLC32,590$9.67M2.5%-1.7%0.005%
1/16/2025Ervin Investment Management LLC4,266$1.27M0.8%-2.8%0.001%
1/16/2025Bremer Bank National Association22,452$6.66M1.3%+0.7%0.003%
1/16/2025UMB Bank n.a.21,858$6.49M0.1%-1.2%0.003%
1/16/2025AHL Investment Management Inc.11,636$3.45M2.4%-5.4%0.002%
1/16/2025FOCUS Wealth Advisors LLC9,886$2.93M1.6%-2.7%0.001%
1/16/2025Willner & Heller LLC1,356$402K0.4%+5.7%0.000%
1/16/2025Trueblood Wealth Management LLC3,367$999K0.5%+11.0%0.000%
1/16/2025Mechanics Bank Trust Department2,306$684K0.1%-13.6%0.000%
1/16/2025Diversify Advisory Services LLC4,213$1.24M0.1%-23.4%0.001%
1/16/2025LVW Advisors LLC3,264$969K0.1%-8.1%0.000%
1/16/2025Gilman Hill Asset Management LLC16,274$4.83M0.8%-25.3%0.002%
1/16/2025Hall Laurie J Trustee944$280K0.1%-25.3%0.000%
1/16/2025Grove Bank & Trust5,493$1.63M0.2%-4.3%0.001%
1/16/2025Brady Martz Wealth Solutions LLC1,797$540K0.1%N/A0.000%
1/16/2025Artemis Investment Management LLP28,155$8.36M0.1%+29.7%0.004%
1/16/2025Clarius Group LLC3,179$943K0.1%-18.0%0.000%
1/15/2025 Aaron Wealth Advisors LLC4,226$1.25M0.1%+3.7%0.001%
1/15/2025 BNC Wealth Management LLC14,904$4.42M1.5%+5.1%0.002%
1/15/2025 Portside Wealth Group LLC2,966$804K0.1%-2.1%0.000%
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1/15/2025 Sandy Cove Advisors LLC1,400$415K0.2%+6.9%0.000%
1/15/2025 Moss Adams Wealth Advisors LLC1,988$590K0.1%+3.4%0.000%
1/15/2025 Veery Capital LLC690$205K0.1%N/A0.000%
1/15/2025 Astoria Portfolio Advisors LLC.2,076$624K0.2%+2.9%0.000%
1/15/2025 Herbst Group LLC12,136$3.60M2.2%-13.6%0.002%
1/15/2025 Financial Management Professionals Inc.627$186K0.0%-6.3%0.000%
1/15/2025 Jackson Square Capital LLC8,781$2.61M0.6%N/A0.001%
1/15/2025 Ameritas Advisory Services LLC6,059$1.80M0.1%+57.7%0.001%
1/15/2025 HB Wealth Management LLC57,774$17.15M0.2%+0.4%0.008%
1/15/2025 Trust Co. of Vermont23,169$6.88M0.3%-1.2%0.003%
(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, 2,432 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 2,035 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 85,416,131 shares in the last 24 months. This purchase volume represents approximately $16.01B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,544 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 71,334,299 shares in the last 24 months. This volume of shares sold represents approximately $13.35B in transactions.


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This page (NYSE:AXP) was last updated on 1/20/2025 by MarketBeat.com Staff
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