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→ Forget Trump and Kamala (From Investors Alley) (Ad) Free AXP Stock Alerts

American Express (AXP) Institutional Ownership

$269.47
+0.48 (+0.18%)
(As of 01:09 PM ET)
Compare

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

Current
Institutional Ownership
Percentage
84.33%
Number of
Institutional Buyers
(last 12 months)
1349
Total
Institutional Inflows
(last 12 months)
$6.46B
Number of
Institutional Sellers
(last 12 months)
1066
Total
Institutional Outflows
(last 12 months)
$6.20B
Skip Chart & View Institutional Buying and Selling Data

AXP Institutional Buying and Selling by Quarter

American Express Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/20/2024Anchor Investment Management LLC8,902$2.06M0.2%+16.1%0.001%
9/20/2024 Healthcare of Ontario Pension Plan Trust Fund35,000$8.10M0.0%-91.9%0.005%
9/20/2024 Clifford Capital Partners LLC73,832$17.10M3.7%-17.3%0.010%
9/12/2024American Trust7,043$1.63M0.1%-22.8%0.001%
9/11/2024 Newbridge Financial Services Group Inc.1,405$325K0.1%+47.4%0.000%
9/10/2024 Prio Wealth Limited Partnership33,620$7.79M0.2%+2.2%0.005%
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9/9/2024Heritage Wealth Management Inc.1,409$332K0.1%N/A0.000%
9/9/2024 Lazari Capital Management Inc.3,643$844K0.4%+3.2%0.001%
9/5/2024 Sanctuary Advisors LLC115,293$27.17M0.2%N/A0.016%
8/30/2024Brown Financial Advisors3,151$730K0.3%N/A0.000%
8/30/2024Centennial Bank AR 2,931$679K0.3%+2.1%0.000%
8/30/2024 Strategic Investment Solutions Inc. IL581$134K0.0%N/A0.000%
8/30/2024Pensioenfonds Rail & OV163,250$37.80M2.8%-2.1%0.023%
8/29/2024 SRN Advisors LLC4,146$960K0.8%-36.6%0.001%
8/28/2024 Birmingham Capital Management Co. Inc. AL21,160$4.90M1.9%-5.9%0.003%
8/28/2024Kestra Investment Management LLC3,282$760K0.1%N/A0.000%
8/27/2024 Clearbridge Investments LLC848,960$196.58M0.2%+2.2%0.118%
8/27/2024 Dana Investment Advisors Inc.110,871$25.67M0.9%-5.6%0.015%
8/26/2024Teachers Retirement System of The State of Kentucky214,227$49.61M0.4%-2.4%0.030%
8/26/2024 Delphi Management Inc. MA7,915$1.83M1.5%+0.6%0.001%
8/26/2024 Founders Financial Alliance LLC2,501$579K0.2%-3.6%0.000%
8/23/2024 Orleans Capital Management Corp LA4,365$1.01M0.6%+14.4%0.001%
8/23/2024 Troy Asset Management Ltd813,700$188.41M6.1%-3.7%0.113%
8/22/2024 Cetera Investment Advisers133,806$30.98M0.1%-18.8%0.019%
8/22/2024 3Chopt Investment Partners LLC4,753$1.10M0.3%N/A0.001%
8/21/2024 SPC Financial Inc.3,071$711K0.1%-6.1%0.000%
8/21/2024 Granite Bay Wealth Management LLC6,615$1.53M0.1%N/A0.001%
8/21/2024 Advisory Alpha LLC978$226K0.0%+5.0%0.000%
8/21/2024 Truist Financial Corp240,642$55.72M0.1%-4.1%0.033%
8/20/2024 Pathway Financial Advisers LLC1,139$262K0.1%+13.9%0.000%
8/19/2024 Fiera Capital Corp29,561$6.85M0.0%N/A0.004%
8/19/2024 Garde Capital Inc.4,838$1.12M0.1%-3.5%0.001%
8/19/2024 EP Wealth Advisors LLC21,682$5.02M0.1%-0.8%0.003%
8/19/2024 Kimelman & Baird LLC1,425$330K0.0%N/A0.000%
8/19/2024 B. Riley Wealth Advisors Inc.17,195$3.98M0.1%-17.9%0.002%
8/16/2024 Ecofi Investissements SA3,800$833K0.5%N/A0.001%
8/16/2024 Regal Investment Advisors LLC1,641$380K0.0%+7.7%0.000%
8/16/2024 Invst LLC9,021$2.11M0.2%+3.6%0.001%
8/16/2024 William B. Walkup & Associates Inc.565$131K0.1%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.206,007$47.70M0.0%-0.5%0.029%
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8/16/2024 NewEdge Advisors LLC64,023$14.83M0.1%+4.1%0.009%
8/16/2024 Nemes Rush Group LLC16,620$3.85M0.5%+0.6%0.002%
8/16/2024 Magnolia Capital Advisors LLC11,921$2.76M0.1%N/A0.002%
8/16/2024Creative Planning153,703$35.59M0.0%+5.7%0.021%
8/16/2024 Duff & Phelps Investment Management Co.1,313$304K0.0%-80.2%0.000%
8/16/2024 Ascent Group LLC6,121$1.42M0.1%+3.8%0.001%
8/16/2024 SkyView Investment Advisors LLC2,350$544K0.1%+12.2%0.000%
8/16/2024 Driehaus Capital Management LLC924$214K0.0%N/A0.000%
8/16/2024 Kathmere Capital Management LLC1,129$261K0.0%+6.3%0.000%
8/16/2024 Raab & Moskowitz Asset Management LLC7,466$1.73M0.5%-1.9%0.001%
8/15/2024 Arkos Global Advisors927$215K0.0%-56.1%0.000%
8/15/2024 Oliver Lagore Vanvalin Investment Group8,244$1.91M0.5%+2,196.4%0.001%
8/15/2024 Beaird Harris Wealth Management LLC273$63K0.0%-45.9%0.000%
8/15/2024 Legal & General Group Plc5,137,139$1.19B0.3%+0.2%0.714%
8/15/2024 Mackenzie Financial Corp59,022$13.67M0.0%-1.8%0.008%
8/15/2024 The Manufacturers Life Insurance Company 446,748$103.44M0.1%+0.4%0.062%
8/15/2024 MBB Public Markets I LLC40,388$9.35M0.2%N/A0.006%
8/15/2024 Daymark Wealth Partners LLC100,931$23.37M0.8%+0.7%0.014%
8/15/2024 Delta Investment Management LLC2,205$511K0.1%-40.0%0.000%
8/15/2024 DoubleLine ETF Adviser LP9,536$2.21M0.6%-4.4%0.001%
8/15/2024 Drucker Wealth 3.0 LLC1,896$439K0.1%N/A0.000%
8/15/2024 Dundas Partners LLP167,619$38.81M3.0%+1.0%0.023%
8/15/2024 Elgethun Capital Management18,218$4.22M1.1%+0.4%0.003%
8/15/2024 Employees Retirement System of Texas224,300$51.94M0.5%-42.2%0.031%
8/15/2024 APG Asset Management N.V.128,688$27.80M0.0%-25.9%0.018%
8/15/2024 AQR Capital Management LLC109,198$25.29M0.0%+31.2%0.015%
8/15/2024 AXA S.A.854,927$197.96M0.6%-1.5%0.119%
8/15/2024 AlTi Global Inc.9,424$2.18M0.1%+175.6%0.001%
8/15/2024 Alpha DNA Investment Management LLC7,956$1.84M0.7%-5.1%0.001%
8/15/2024 Trinity Legacy Partners LLC21,839$5.06M1.4%+0.7%0.003%
8/15/2024 Kingfisher Capital LLC24,582$5.69M1.3%-1.0%0.003%
8/15/2024 Point72 Asia Singapore Pte. Ltd.23,961$5.55M1.2%+327.1%0.003%
8/15/2024 Toronto Dominion Bank235,648$54.56M0.1%-35.3%0.033%
8/14/2024 JPB Foundation110,851$25.67M2.7%-17.2%0.015%
8/14/2024 Insigneo Advisory Services LLC12,607$2.85M0.3%-10.6%0.002%
8/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp110,339$25.55M0.2%+58.0%0.015%
8/14/2024 Gateway Advisory LLC1,854$429K0.1%-3.2%0.000%
8/14/2024 Strata Wealth Advisors LLC15,336$3.55M1.2%-0.5%0.002%
8/14/2024 Mill Creek Capital Advisors LLC947$219K0.0%N/A0.000%
8/14/2024 Marshall Wace LLP1,000$232K0.0%-105.4%0.000%
8/14/2024 Xponance Inc.100,194$23.20M0.2%+0.7%0.014%
8/14/2024 Bank of Montreal Can1,048,371$251.61M0.1%+0.7%0.146%
8/14/2024 Evergreen Capital Management LLC9,137$2.12M0.1%+1.6%0.001%
8/14/2024 Public Sector Pension Investment Board255,403$59.14M0.4%+2.5%0.036%
8/14/2024 Nippon Life Global Investors Americas Inc.43,070$9.97M0.4%+0.6%0.006%
8/14/2024 Certified Advisory Corp1,303$302K0.0%+4.0%0.000%
8/14/2024 DRW Securities LLC16,296$3.76M0.1%+1,023.1%0.002%
8/14/2024 Edge Capital Group LLC5,373$1.24M0.1%-2.0%0.001%
8/14/2024 Estabrook Capital Management2,244$520K0.1%-37.8%0.000%
8/14/2024 EverSource Wealth Advisors LLC3,481$881K0.1%+20.4%0.000%
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I hope you're deleting all those emails telling you how to make "1,000% gains" from the magic "Kamala Trade". It's nonsense. No one knows what's going to happen in November.

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8/14/2024 Fairscale Capital LLC419$105K0.1%N/A0.000%
8/14/2024 First City Capital Management Inc.2,582$598K0.3%+14.9%0.000%
8/14/2024 Gabelli Funds LLC719,200$166.53M1.3%-4.3%0.100%
8/14/2024 Fidelis Capital Partners LLC3,867$885K0.1%-4.8%0.001%
8/14/2024 Epoch Investment Partners Inc.1,004,025$232.48M1.1%-4.1%0.140%
8/14/2024 Frank Rimerman Advisors LLC11,053$2.56M0.2%+28,986.8%0.002%
8/14/2024 Holderness Investments Co.7,492$1.74M0.4%+1.4%0.001%
8/14/2024 ProShare Advisors LLC222,597$51.54M0.1%+6.9%0.031%
8/14/2024 Profund Advisors LLC12,779$2.96M0.1%-3.1%0.002%
8/13/2024 Kowal Investment Group LLC1,417$328K0.1%+13.1%0.000%
(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, 2,366 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 ($2.21B), 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 1,967 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), Swiss National Bank ($2.28M), Boston Partners ($2.13M), 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 90,326,382 shares in the last 24 months. This purchase volume represents approximately $15.70B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,521 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 ($5.28M), Fisher Asset Management LLC ($5.12M), Dodge & Cox ($3.76M), Renaissance Technologies LLC ($2.75M), Vanguard Group Inc. ($2.27M), Massachusetts Financial Services Co. MA ($2.26M), and Jennison Associates LLC ($2.08M).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 71,331,644 shares in the last 24 months. This volume of shares sold represents approximately $12.13B in transactions.


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This page (NYSE:AXP) was last updated on 9/23/2024 by MarketBeat.com Staff
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