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American Express (AXP) Institutional Ownership

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$230.77
-1.73 (-0.74%)
(As of 05/3/2024 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)
1402
Total
Institutional Inflows
(last 12 months)
$10.32B
Number of
Institutional Sellers
(last 12 months)
1078
Total
Institutional Outflows
(last 12 months)
$6.63B
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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
5/4/2024Hemington Wealth Management1,518$346K0.1%-2.8%0.000%
5/4/2024Financial Connections Group Inc.334$77K0.1%-81.8%0.000%
5/4/2024Chapman Investment Management LLC21,935$4.99M3.7%-1.8%0.003%
5/4/2024Noesis Capital Mangement Corp99,401$22.63M5.0%-3.4%0.014%
5/4/2024Geneos Wealth Management Inc.2,221$506K0.0%+4.8%0.000%
5/4/2024Riggs Asset Managment Co. Inc.13,973$3.18M0.9%+4,557.7%0.002%
5/4/20249258 Wealth Management LLC2,351$535K0.1%-2.0%0.000%
5/4/2024WBI Investments LLC1,659$378K0.1%-57.2%0.000%
5/4/2024Team Hewins LLC6,235$1.42M0.2%-0.8%0.001%
5/4/2024Csenge Advisory Group8,941$2.04M0.1%+1.5%0.001%
5/4/2024Capital Management Associates NY4,308$981K1.2%-16.7%0.001%
5/3/2024Signaturefd LLC13,156$3.00M0.1%+4.1%0.002%
5/3/2024FDx Advisors Inc.2,427$553K0.1%-54.2%0.000%
5/3/2024Catalina Capital Group LLC2,416$550K0.2%+115.5%0.000%
5/3/2024TFB Advisors LLC985$228K0.1%N/A0.000%
5/3/2024Mediolanum International Funds Ltd145,682$33.18M0.5%N/A0.020%
5/3/2024Larson Financial Group LLC2,518$573K0.0%+4.1%0.000%
5/3/2024Callan Capital LLC1,204$274K0.0%N/A0.000%
5/3/2024Banyan Capital Management Inc.47,550$10.83M6.1%-24.7%0.007%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,076$473K0.1%+29.9%0.000%
5/3/2024Rehmann Capital Advisory Group12,924$2.94M0.2%-8.5%0.002%
5/3/2024Chevy Chase Trust Holdings LLC411,119$93.61M0.3%+24.6%0.057%
5/3/2024Commerce Bank131,889$30.03M0.2%-1.4%0.018%
5/3/2024Wellington Shields Capital Management LLC31,750$7.23M1.4%-4.0%0.004%
5/3/2024Wellington Shields & Co. LLC4,220$961K0.3%-2.3%0.001%
5/3/2024BI Asset Management Fondsmaeglerselskab A S42,057$9.58M0.2%+37.0%0.006%
5/3/2024Proficio Capital Partners LLC10,977$2.50M0.3%+11.7%0.002%
5/3/2024Liberty Wealth Management LLC1,527$348K0.1%-2.9%0.000%
5/3/2024Lorne Steinberg Wealth Management Inc.33,522$7.63M2.4%+0.2%0.005%
5/3/2024Central Pacific Bank Trust Division23,375$5.32M0.7%N/A0.003%
5/3/2024Smith Salley Wealth Management13,183$3.00M0.2%+0.7%0.002%
5/3/2024Whittier Trust Co. of Nevada Inc.37,857$8.62M0.2%+3.5%0.005%
5/3/2024Whittier Trust Co.71,961$16.39M0.2%-2.8%0.010%
5/2/2024Mutual Advisors LLC6,995$1.59M0.1%+15.7%0.001%
5/2/2024Diversified LLC1,696$386K0.1%+3.0%0.000%
5/2/2024Salomon & Ludwin LLC1,443$329K0.0%+95.5%0.000%
5/2/2024New England Capital Financial Advisors LLC812$185K0.1%-56.7%0.000%
5/2/2024Financial Counselors Inc.5,297$1.21M0.0%+18.3%0.001%
5/2/2024Jennison Associates LLC42,195$9.61M0.0%-28.6%0.006%
5/2/2024Mutual of America Capital Management LLC74,976$17.07M0.2%-2.7%0.010%
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5/2/2024Centerpoint Advisors LLC3,987$908K0.3%+1.9%0.001%
5/2/2024Baron Silver Stevens Financial Advisors LLC1,307$298K0.1%N/A0.000%
5/2/2024FinTrust Capital Advisors LLC2,526$575K0.1%+15.2%0.000%
5/2/2024Wright Investors Service Inc.17,886$4.07M1.0%-28.7%0.002%
5/2/2024Daiwa Securities Group Inc.135,838$30.93M0.2%+0.3%0.019%
5/2/2024Graypoint LLC2,957$673K0.0%+9.0%0.000%
5/2/2024Mathes Company Inc.17,200$3.92M1.5%-0.7%0.002%
5/2/2024Haverford Trust Co11,508$2.62M0.0%+2.5%0.002%
5/2/2024Quent Capital LLC2,983$679K0.1%+12.9%0.000%
5/2/2024Nordea Investment Management AB1,798,742$408.49M0.5%+14.2%0.250%
5/2/2024Slocum Gordon & Co LLP473$108K0.1%-11.3%0.000%
5/2/2024Hosking Partners LLP306,401$69.76M2.6%-0.3%0.043%
5/2/2024Bryn Mawr Capital Management LLC4,834$1.10M0.1%-32.7%0.001%
5/2/2024Goelzer Investment Management Inc.15,720$3.58M0.2%-13.3%0.002%
5/2/2024BNP Paribas175$40K0.0%N/A0.000%
5/2/2024Choreo LLC4,843$1.10M0.0%-14.1%0.001%
5/2/2024Tobam2,482$565K0.1%-25.4%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.14,808$3.37M0.2%+7.5%0.002%
5/2/2024Sippican Capital Advisors2,559$583K0.5%-45.1%0.000%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.11,681$2.66M0.6%-0.4%0.002%
5/2/2024 Lewis Asset Management LLC2,579$587K0.5%+5.9%0.000%
5/2/2024 Moloney Securities Asset Management LLC8,153$1.86M0.3%-4.1%0.001%
5/2/2024 Hollencrest Capital Management327$74K0.0%-87.4%0.000%
5/2/2024 Palisade Asset Management LLC7,558$1.72M0.2%-5.5%0.001%
5/2/2024 Greenwood Capital Associates LLC1,786$407K0.1%-6.9%0.000%
5/2/2024 PDS Planning Inc2,915$664K0.1%+6.1%0.000%
5/2/2024 Regent Peak Wealth Advisors LLC1,150$262K0.1%-4.1%0.000%
5/2/2024 LB Partners LLC32,000$7.29M7.4%-20.0%0.004%
5/1/2024 GLOBALT Investments LLC GA7,795$1.78M0.1%-3.5%0.001%
5/1/2024 Tanager Wealth Management LLP3,386$771K0.1%+6.6%0.000%
5/1/2024 Stone Point Wealth LLC17,737$4.04M1.4%-6.8%0.002%
5/1/2024 Resonant Capital Advisors LLC16,821$3.83M0.3%+0.4%0.002%
5/1/2024 Janney Montgomery Scott LLC177,563$40.43M0.1%-0.4%0.025%
5/1/2024 Blue Trust Inc.4,244$966K0.0%+25.3%0.001%
5/1/2024 Ballast Advisors LLC2,380$542K0.2%-5.2%0.000%
5/1/2024 Centric Wealth Management1,534$359K0.1%+9.5%0.000%
5/1/2024 Mirae Asset Global Investments Co. Ltd.168,981$38.48M0.1%+10.1%0.023%
5/1/2024 Prosperity Consulting Group LLC10,330$2.35M0.3%+137.4%0.001%
5/1/2024 Avior Wealth Management LLC18,665$4.25M0.2%-1.2%0.003%
5/1/2024 Braun Stacey Associates Inc.110,419$25.14M1.0%-3.8%0.015%
5/1/2024 Mission Wealth Management LP10,199$2.32M0.1%+2.0%0.001%
5/1/2024 Parthenon LLC69,554$15.84M2.0%-0.2%0.010%
5/1/2024 Smith Group Asset Management LLC113,520$25.85M1.5%+12.7%0.016%
5/1/2024 Worth Financial Advisory Group LLC2,515$573K0.4%N/A0.000%
5/1/2024 Sequoia Financial Advisors LLC12,122$2.76M0.0%-18.4%0.002%
5/1/2024 Diversify Advisory Services LLC7,327$1.67M0.1%N/A0.001%
4/30/2024 Private Advisor Group LLC54,373$12.38M0.1%+2.7%0.008%
4/30/2024 Lodestone Wealth Management LLC16,543$3.77M2.0%-0.9%0.002%
4/30/2024 Stephenson & Company Inc.918$209K0.2%N/A0.000%
4/30/2024 Retirement Systems of Alabama479,517$109.18M0.4%-0.1%0.067%
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4/30/2024 North Star Investment Management Corp.5,668$1.29M0.1%+18.9%0.001%
4/30/2024 Fairman Group LLC220$50K0.0%-56.9%0.000%
4/30/2024 Longbow Finance SA19,037$4.34M0.4%N/A0.003%
4/30/2024 Norden Group LLC1,645$375K0.0%N/A0.000%
4/30/2024 Van ECK Associates Corp49,274$11.22M0.0%-7.2%0.007%
4/30/2024 JLB & Associates Inc.12,256$2.79M0.4%+21.6%0.002%
4/30/2024 Saxony Capital Management LLC921$210K0.3%N/A0.000%
4/30/2024 Beam Wealth Advisors Inc.1,226$279K0.2%+12.6%0.000%
4/30/2024 HB Wealth Management LLC55,491$12.64M0.2%+3.6%0.008%
4/30/2024 SpiderRock Advisors LLC24,532$5.42M0.1%N/A0.003%
(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, 2,338 institutional investors and hedge funds held shares of American Express. The most heavily invested institutionals were Vanguard Group Inc. ($8.74B), BlackRock Inc. ($7.86B), State Street Corp ($5.28B), Wellington Management Group LLP ($3.35B), Massachusetts Financial Services Co. MA ($1.97B), Morgan Stanley ($1.94B), and Geode Capital Management LLC ($1.88B).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 1,963 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 ($5.20M), Renaissance Technologies LLC ($2.64M), Swiss National Bank ($2.28M), Jennison Associates LLC ($2.10M), and Boston Partners ($1.74M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 95,266,279 shares in the last 24 months. This purchase volume represents approximately $15.81B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,537 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: Dodge & Cox ($5.68M), Wellington Management Group LLP ($5.28M), Fisher Asset Management LLC ($5.18M), FMR LLC ($3.10M), State Street Corp ($2.95M), Renaissance Technologies LLC ($2.75M), and Massachusetts Financial Services Co. MA ($2.32M).

How much institutional selling is happening at American Express?

Institutional investors have sold a total of 86,766,752 shares in the last 24 months. This volume of shares sold represents approximately $13.92B in transactions.


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This page (NYSE:AXP) was last updated on 5/5/2024 by MarketBeat.com Staff

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