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American Express (AXP) Institutional Ownership

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(As of 05/9/2024 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)
$10.95B
Number of
Institutional Sellers
(last 12 months)
1079
Total
Institutional Outflows
(last 12 months)
$6.72B
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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
5/10/2024Wintrust Investments LLC9,605$2.19M0.2%-3.4%0.001%
5/10/2024Cumberland Partners Ltd2,000$455K0.0%N/A0.000%
5/10/2024Nwam LLC1,302$306K0.0%-13.5%0.000%
5/10/2024Twin Tree Management LP166,795$37.98M0.1%+47.1%0.023%
5/10/2024Gratus Wealth Advisors LLC3,480$757K0.1%+107.8%0.000%
5/9/2024RFP Financial Group LLC4,476$1.02M0.4%-98.3%0.001%
5/9/2024Barden Capital Management Inc.5,312$1.21M1.2%-77.3%0.001%
5/9/2024Great Lakes Retirement Inc.9,455$2.15M0.3%+1.2%0.001%
5/9/2024Dorsey & Whitney Trust CO LLC37,567$8.55M0.6%-2.0%0.005%
5/9/2024Trillium Asset Management LLC2,501$569K0.0%-42.7%0.000%
5/9/2024ProVise Management Group LLC14,168$3.23M0.3%-31.6%0.002%
5/9/2024Leo Wealth LLC2,219$505K0.1%+22.1%0.000%
5/9/2024Orion Portfolio Solutions LLC95,550$21.76M0.2%-5.7%0.013%
5/9/2024Wilkins Investment Counsel Inc.10,912$2.49M0.4%N/A0.002%
5/9/2024Blair William & Co. IL729,402$166.08M0.5%+2.6%0.101%
5/9/2024Coho Partners Ltd.1,000$228K0.0%N/A0.000%
5/9/2024Lord Abbett & CO. LLC279,106$63.55M0.2%+49.0%0.039%
5/9/2024Maple Capital Management Inc.115,541$26.31M2.4%+2.3%0.016%
5/9/2024HBK Sorce Advisory LLC8,997$2.05M0.1%+5.1%0.001%
5/9/2024Midwest Professional Planners LTD.8,835$2.01M0.7%+260.8%0.001%
5/9/2024Martin Investment Management LLC45,433$10.35M2.5%-1.3%0.006%
5/9/2024Kingsview Wealth Management LLC19,178$4.37M0.1%+0.6%0.003%
5/9/2024First Eagle Investment Management LLC2,604,950$593.12M1.3%+0.1%0.362%
5/9/2024Condor Capital Management17,551$4.00M0.4%-1.9%0.002%
5/9/2024Zega Financial LLC1,030$235K0.1%-24.6%0.000%
5/9/2024Beacon Investment Advisory Services Inc.5,051$1.15M0.0%-4.2%0.001%
5/9/2024Delta Investment Management LLC3,673$836K0.2%-2.4%0.001%
5/9/2024Ledyard National Bank5,766$1.31M0.1%-3.0%0.001%
5/9/2024Planning Directions Inc.905$206K0.1%N/A0.000%
5/9/2024SageView Advisory Group LLC8,663$1.97M0.1%-20.7%0.001%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.1,019,004$232.02M0.3%+10.7%0.142%
5/9/2024Private Management Group Inc.67,055$15.27M0.6%-47.4%0.009%
5/9/2024Texas Yale Capital Corp.2,916$664K0.0%+2.1%0.000%
5/9/2024Angeles Wealth Management LLC1,680$383K0.0%+37.8%0.000%
5/9/2024Interchange Capital Partners LLC1,458$336K0.2%-4.3%0.000%
5/9/2024State Board of Administration of Florida Retirement System681,043$155.07M0.3%+9.6%0.095%
5/9/2024Eagle Bay Advisors LLC1,983$451K0.3%-7.9%0.000%
5/9/2024TD Asset Management Inc2,595,370$590.94M0.5%+8.2%0.361%
5/9/2024WP Advisors LLC17,984$4.10M1.3%-1.4%0.003%
5/9/2024Koshinski Asset Management Inc.4,131$941K0.1%+2.7%0.001%
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5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.816,322$185.87M0.5%+140.3%0.113%
5/8/2024Entropy Technologies LP12,192$2.78M0.3%+143.0%0.002%
5/8/2024Taurus Asset Management LLC65,709$14.96M1.5%-1.2%0.009%
5/8/2024Edmond DE Rothschild Holding S.A.2,272$517K0.0%+14.2%0.000%
5/8/2024Cozad Asset Management Inc.2,571$585K0.1%+31.3%0.000%
5/8/2024Doheny Asset Management CA9,873$2.25M1.8%-1.6%0.001%
5/8/2024MAI Capital Management66,040$15.04M0.2%+68.2%0.009%
5/8/2024Bleakley Financial Group LLC12,887$2.93M0.1%+4.2%0.002%
5/8/2024Great Diamond Partners LLC1,334$304K0.1%-9.1%0.000%
5/8/2024Heritage Wealth Advisors3,561$811K0.0%-1.4%0.000%
5/8/2024ProShare Advisors LLC208,250$47.42M0.1%-18.8%0.029%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS125,539$28.58M0.2%-0.4%0.017%
5/8/2024Avantax Advisory Services Inc.15,508$3.53M0.0%-12.2%0.002%
5/8/2024US Bancorp DE446,003$101.55M0.1%-1.1%0.062%
5/8/2024SP Asset Management LLC34,467$7.85M0.7%-0.5%0.005%
5/8/2024Hohimer Wealth Management LLC5,689$1.30M0.3%+8.0%0.001%
5/8/2024Russell Investments Group Ltd.562,546$128.09M0.2%+6.4%0.078%
5/8/2024 Cornerstone Planning Group LLC5,001$1.15M0.4%-4.0%0.001%
5/8/2024 Washington Trust Advisors Inc.6,418$1.46M0.1%-3.2%0.001%
5/8/2024 Roffman Miller Associates Inc. PA185,808$42.31M2.8%-3.4%0.026%
5/8/2024 Qsemble Capital Management LP12,942$2.95M0.6%N/A0.002%
5/8/2024 QRG Capital Management Inc.69,887$15.91M0.2%+7.1%0.010%
5/8/2024 Sustainable Growth Advisers LP1,709,268$389.18M1.6%-3.4%0.238%
5/8/2024 Headlands Technologies LLC1,023$233K0.1%-90.1%0.000%
5/8/2024 Williams Jones Wealth Management LLC.152,255$34.67M0.4%-0.5%0.021%
5/8/2024 Thoroughbred Financial Services LLC3,761$856K0.1%-54.3%0.001%
5/8/2024 Donoghue Forlines LLC2,879$656K0.2%-19.2%0.000%
5/7/2024 Verus Capital Partners LLC4,729$1.08M0.1%-9.5%0.001%
5/7/2024 Capital Square LLC1,872$426K0.3%+28.6%0.000%
5/7/2024 Meeder Advisory Services Inc.9,417$2.14M0.2%+5.4%0.001%
5/7/2024 Meeder Asset Management Inc.1,552$353K0.0%-96.6%0.000%
5/7/2024 NorthRock Partners LLC5,872$1.34M0.1%+14.4%0.001%
5/7/2024 Choate Investment Advisors61,036$13.90M0.4%+0.3%0.008%
5/7/2024 Fiduciary Family Office LLC8,846$2.01M0.8%+14.7%0.001%
5/7/2024 Sei Investments Co.300,315$68.38M0.1%+9.1%0.042%
5/7/2024 Chilton Capital Management LLC117,367$26.72M1.3%-0.6%0.016%
5/7/2024 Stonebrook Private Inc.5,657$1.29M0.4%+1.3%0.001%
5/7/2024 Concurrent Investment Advisors LLC8,963$2.04M0.1%-36.2%0.001%
5/7/2024 Central Securities Corp200,000$45.54M4.6%-13.0%0.028%
5/7/2024 Atomi Financial Group Inc.3,192$727K0.1%+16.9%0.000%
5/7/2024 Anchor Capital Advisors LLC52,508$11.96M0.3%-15.0%0.007%
5/7/2024 Montag A & Associates Inc.20,972$4.78M0.2%+63.9%0.003%
5/7/2024 TCI Wealth Advisors Inc.4,637$1.06M0.1%-1.0%0.001%
5/7/2024 Foyston Gordon & Payne Inc60,120$13.69M3.3%-3.3%0.008%
5/7/2024 Clifford Capital Partners LLC89,324$20.34M5.3%+2.7%0.012%
5/7/2024 KCM Investment Advisors LLC12,502$2.85M0.1%+18.6%0.002%
5/7/2024 Smithfield Trust Co6,603$1.51M0.1%-0.9%0.001%
5/7/2024 River Global Investors LLP3,803$866K0.2%-1.1%0.001%
5/7/2024 Swiss National Bank1,745,979$397.54M0.3%-10.8%0.243%
5/7/2024 Forsta AP Fonden175,400$39.94M0.3%+1.4%0.024%
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5/7/2024 Highland Capital Management LLC35,108$7.99M0.5%-1.0%0.005%
5/7/2024 Capital Wealth Planning LLC1,069$243K0.0%N/A0.000%
5/7/2024 Nvwm LLC17,292$3.94M1.1%-2.3%0.002%
5/7/2024 OPTIMAS CAPITAL Ltd12,000$2.73M2.4%-37.5%0.002%
5/7/2024 Equity Investment Corp346,419$78.88M2.0%-29.4%0.048%
5/7/2024 Oppenheimer Asset Management Inc.22,119$5.04M0.1%-15.8%0.003%
5/7/2024 PFG Advisors4,434$1.01M0.1%+11.9%0.001%
5/7/2024 Oppenheimer & Co. Inc.50,875$11.58M0.2%+8.0%0.007%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,702$1.53M0.0%+56.6%0.001%
5/7/2024 Hilltop National Bank6,123$1.39M0.5%N/A0.001%
(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, 2,344 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 1,969 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 Alphinity Investment Management Pty Ltd ($1.90M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 97,220,403 shares in the last 24 months. This purchase volume represents approximately $16.30B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,533 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 ($5.12M), 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 86,727,625 shares in the last 24 months. This volume of shares sold represents approximately $13.96B in transactions.


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This page (NYSE:AXP) was last updated on 5/10/2024 by MarketBeat.com Staff

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