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American Express (AXP) Institutional Ownership

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$251.46 +4.57 (+1.85%)
Closing price 04/11/2025 03:59 PM Eastern
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$251.24 -0.22 (-0.09%)
As of 04/11/2025 08:00 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)
1562
Total
Institutional Inflows
(last 12 months)
$12.82B
Number of
Institutional Sellers
(last 12 months)
1272
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025First City Capital Management Inc.757$204K0.1%-70.4%0.000%
4/11/2025Piscataqua Savings Bank6,509$1.75M1.5%-4.5%0.001%
4/11/2025Princeton Global Asset Management LLC9,725$2.62M0.5%+328.6%0.001%
4/11/2025Reliant Investment Management LLC25,709$6.92M3.6%-1.4%0.004%
4/11/2025Stokes Capital Advisors LLC32,764$8.82M2.2%+0.5%0.005%
4/11/2025Blue Zone Wealth Advisors LLC6,287$1.69M0.5%-11.2%0.001%
4/11/2025Hudson Valley Investment Advisors Inc. ADV45,755$12.31M1.5%+0.3%0.007%
4/11/2025Tealwood Asset Management Inc.8,525$2.29M1.1%N/A0.001%
4/11/2025First Affirmative Financial Network4,244$1.14M0.7%+5.7%0.001%
4/11/2025Radnor Capital Management LLC38,948$10.48M1.8%-3.7%0.006%
4/11/2025Horizon Wealth Management LLC2,118$570K0.1%+2.1%0.000%
4/11/2025Tower Wealth Partners Inc.2,222$598K0.3%+18.3%0.000%
4/11/2025Constitution Capital LLC13,315$3.58M2.0%+7.4%0.002%
4/11/2025Pines Wealth Management LLC1,915$515K0.2%-5.4%0.000%
4/11/2025Eagle Rock Investment Company LLC45,414$12.22M2.1%-11.2%0.006%
4/11/2025SeaCrest Wealth Management LLC3,204$862K0.1%-2.6%0.000%
4/11/2025Procyon Advisors LLC9,022$2.43M0.1%+8.1%0.001%
4/11/2025Next Level Private LLC3,982$1.07M0.4%+1.9%0.001%
4/11/2025Magnus Financial Group LLC4,651$1.25M0.1%+5.8%0.001%
4/11/2025Intellectus Partners LLC7,185$1.93M0.5%-1.7%0.001%
4/11/2025Stablepoint Partners LLC6,244$1.68M0.3%-10.7%0.001%
4/11/2025Insight Advisors LLC PA5,882$1.58M0.3%-2.1%0.001%
4/11/2025KRS Capital Management LLC5,558$1.50M1.2%+0.9%0.001%
4/11/2025Herbst Group LLC11,192$3.01M2.1%-7.8%0.002%
4/11/2025Curat Global LLC3,075$827K1.0%N/A0.000%
4/11/2025E. Ohman J or Asset Management AB24,320$6.54M0.2%-6.4%0.003%
4/11/2025Safeguard Financial LLC982$264K0.1%-12.0%0.000%
4/11/2025Signal Advisors Wealth LLC5,036$1.36M0.1%-3.6%0.001%
4/11/2025Enclave Advisors LLC1,327$357K0.1%-9.3%0.000%
4/11/2025Foster Group Inc.26,134$7.03M0.3%+1.1%0.004%
4/11/2025Vest Financial LLC142,842$38.43M0.6%+28.0%0.020%
4/11/2025Annex Advisory Services LLC1,860$500K0.0%+20.0%0.000%
4/10/2025 Retirement Planning Group LLC1,648$443K0.0%+16.8%0.000%
4/10/2025 Chatham Capital Group Inc.26,697$7.18M1.2%+3.2%0.004%
4/10/2025 Charles Schwab Trust Co993$267K0.0%N/A0.000%
4/10/2025 Chesley Taft & Associates LLC105,308$28.33M1.4%-1.2%0.015%
4/10/2025 Salvus Wealth Management LLC16,578$4.46M2.8%-19.8%0.002%
4/10/2025 Thrive Wealth Management LLC2,002$539K0.1%-3.0%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,257$607K0.1%+28.5%0.000%
4/10/2025 Steigerwald Gordon & Koch Inc.1,884$507K0.1%+15.3%0.000%
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4/10/2025 Boltwood Capital Management7,298$1.96M0.6%-0.6%0.001%
4/10/2025 Lake Street Private Wealth LLC1,699$457K0.1%-2.9%0.000%
4/10/2025 Diligent Investors LLC6,119$1.65M0.4%-1.3%0.001%
4/10/2025 Cypress Wealth Services LLC5,499$1.48M0.3%+3.1%0.001%
4/10/2025 Gilman Hill Asset Management LLC16,222$4.37M0.8%-0.3%0.002%
4/10/2025 Naples Global Advisors LLC21,463$5.78M0.5%-1.6%0.003%
4/10/2025 Grassi Investment Management22,060$5.94M0.5%-1.8%0.003%
4/10/2025 Channel Wealth LLC2,816$758K0.2%+10.2%0.000%
4/10/2025 Secure Asset Management LLC1,239$333K0.1%+23.0%0.000%
4/10/2025 Park Edge Advisors LLC3,574$962K0.3%+224.3%0.001%
4/10/2025 TruWealth Advisors LLC1,088$293K0.0%N/A0.000%
4/10/2025 Nixon Peabody Trust Co.7,344$1.98M0.2%-1.2%0.001%
4/10/2025 Teamwork Financial Advisors LLC13,928$3.75M0.5%-23.5%0.002%
4/10/2025 Sendero Wealth Management LLC3,300$888K0.1%-5.6%0.000%
4/10/2025 Benin Management CORP3,838$1.03M0.3%-7.4%0.001%
4/10/2025 Lakeshore Capital Group Inc.6,015$1.62M1.6%+2.9%0.001%
4/10/2025 Strategic Planning Group LLC11,736$3.16M0.6%+0.7%0.002%
4/10/2025 Contravisory Investment Management Inc.31,550$8.49M1.8%+5.3%0.004%
4/10/2025 Peak Financial Advisors LLC10,625$2.86M1.5%-0.7%0.002%
4/10/2025 Apella Capital LLC992$260K0.0%+6.6%0.000%
4/10/2025 Triangle Securities Wealth Management2,737$736K0.2%+1.9%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.16,138$4.34M0.2%+1.3%0.002%
4/10/2025 Bremer Bank National Association23,558$6.34M1.1%+4.9%0.003%
4/10/2025 Whipplewood Advisors LLC283$70K0.0%+44.4%0.000%
4/9/2025 Selway Asset Management18,347$4.94M2.0%+0.4%0.003%
4/9/2025 Sentry Investment Management LLC2,925$787K0.5%-23.0%0.000%
4/9/2025 RFG Advisory LLC11,678$3.14M0.1%+4.3%0.002%
4/9/2025 Capital Asset Advisory Services LLC1,159$319K0.0%-18.1%0.000%
4/9/2025 McLean Asset Management Corp2,409$648K0.2%-5.7%0.000%
4/9/2025 Fulton Bank N.A.8,068$2.17M0.1%-9.3%0.001%
4/9/2025 ST Germain D J Co. Inc.30,520$8.21M0.4%+1.7%0.004%
4/9/2025 Merit Financial Group LLC20,816$5.60M0.1%+15.7%0.003%
4/9/2025 Baxter Bros Inc.78,652$21.16M2.8%-1.2%0.011%
4/9/2025 Harbor Investment Advisory LLC5,034$1.36M0.1%-0.8%0.001%
4/9/2025 Milestone Asset Management LLC15,826$4.26M0.9%-35.8%0.002%
4/9/2025 Gradient Investments LLC47,767$12.85M0.3%-1.0%0.007%
4/9/2025 Graves Light Lenhart Wealth Inc.2,751$740K0.1%+2.5%0.000%
4/9/2025 LVW Advisors LLC3,006$809K0.1%-7.9%0.000%
4/9/2025 QV Investors Inc.10,430$2.81M0.3%-7.0%0.001%
4/9/2025 NBC Securities Inc.7,017$1.89M0.2%+116,850.0%0.001%
4/9/2025 Fiduciary Alliance LLC13,376$3.60M0.4%-0.5%0.002%
4/9/2025 Douglas Lane & Associates LLC476,381$128.17M1.9%-3.7%0.068%
4/9/2025 Woodstock Corp4,853$1.31M0.1%-6.9%0.001%
4/9/2025 Wright Investors Service Inc.22,813$6.14M2.0%+44.2%0.003%
4/9/2025 American National Bank & Trust4,507$1.21M0.1%+1.8%0.001%
4/9/2025 Czech National Bank127,475$34.30M0.3%+5.6%0.018%
4/9/2025 Bond & Devick Financial Network Inc.4,124$1.11M0.4%-5.7%0.001%
4/9/2025 180 Wealth Advisors LLC3,603$969K0.2%+6.3%0.001%
4/9/2025 Mirador Capital Partners LP845$227K0.0%-9.0%0.000%
4/9/2025 Sanders Morris Harris LLC3,731$1.01M0.2%-4.1%0.001%
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4/9/2025 Profit Investment Management LLC4,619$1.24M1.2%-10.2%0.001%
4/8/2025 Rhumbline Advisers1,081,767$291.05M0.3%-2.0%0.154%
4/8/2025 Abner Herrman & Brock LLC72,341$19.46M2.5%-4.3%0.010%
4/8/2025 Fifth Third Wealth Advisors LLC12,540$3.37M0.2%+2.7%0.002%
4/8/2025 Cerro Pacific Wealth Advisors LLC734$218K0.1%N/A0.000%
4/8/2025 Veery Capital LLC753$203K0.1%+9.1%0.000%
4/8/2025 Beese Fulmer Investment Management Inc.14,605$3.93M0.3%-1.4%0.002%
4/8/2025 Investors Research Corp1,524$410K0.1%-10.0%0.000%
4/8/2025 LVM Capital Management Ltd. MI86,151$23.18M2.6%-0.2%0.012%
4/8/2025 IFG Advisors LLC4,230$1.14M0.2%-1.8%0.001%
(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, 2,691 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 2,239 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 GAMMA Investing LLC ($2.16M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 106,519,844 shares in the last 24 months. This purchase volume represents approximately $23.20B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,675 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 72,596,444 shares in the last 24 months. This volume of shares sold represents approximately $15.22B in transactions.



This page (NYSE:AXP) was last updated on 4/13/2025 by MarketBeat.com Staff
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