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American Express (AXP) Institutional Ownership

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-4.79 (-2.00%)
(As of 04/30/2024 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)
1407
Total
Institutional Inflows
(last 12 months)
$10.27B
Number of
Institutional Sellers
(last 12 months)
1080
Total
Institutional Outflows
(last 12 months)
$7.06B
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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
4/30/2024North Star Investment Management Corp.5,668$1.29M0.1%+18.9%0.001%
4/30/2024Fairman Group LLC220$50K0.0%-56.9%0.000%
4/30/2024Longbow Finance SA19,037$4.34M0.4%N/A0.003%
4/30/2024 Norden Group LLC1,645$375K0.0%N/A0.000%
4/30/2024Van ECK Associates Corp49,274$11.22M0.0%-7.2%0.007%
4/30/2024JLB & Associates Inc.12,256$2.79M0.4%+21.6%0.002%
4/30/2024Saxony Capital Management LLC921$210K0.3%N/A0.000%
4/30/2024Beam Wealth Advisors Inc.1,226$279K0.2%+12.6%0.000%
4/30/2024HB Wealth Management LLC55,491$12.64M0.2%+3.6%0.008%
4/30/2024SpiderRock Advisors LLC24,532$5.42M0.1%N/A0.003%
4/30/2024Outfitter Financial LLC2,625$598K0.5%N/A0.000%
4/30/2024Mitchell Sinkler & Starr PA3,000$683K0.2%+30.4%0.000%
4/30/2024Warther Private Wealth LLC29,439$6.70M3.0%-0.3%0.004%
4/30/2024Fountainhead AM LLC1,365$311K0.1%+14.1%0.000%
4/30/2024AFT Forsyth & Company Inc.2,261$515K0.3%-19.6%0.000%
4/30/2024Harel Insurance Investments & Financial Services Ltd.969$221K0.0%-8.5%0.000%
4/30/2024Delta Financial Group Inc.4,558$1.04M0.3%-2.0%0.001%
4/30/2024Vest Financial LLC81,182$18.48M0.5%+16.4%0.011%
4/30/2024Signet Investment Advisory Group Inc.8,361$1.90M1.0%-8.5%0.001%
4/30/2024Arkadios Wealth Advisors2,138$487K0.0%-17.8%0.000%
4/30/2024Mill Capital Management LLC127,362$29.00M2.4%-0.1%0.018%
4/30/2024 Bull Street Advisors LLC11,672$2.66M1.3%-0.5%0.002%
4/30/2024 Troy Asset Management Ltd844,856$192.37M6.0%-3.1%0.117%
4/30/2024 Naples Global Advisors LLC22,199$5.05M0.5%-0.4%0.003%
4/30/2024 Perigon Wealth Management LLC54,662$12.45M0.4%-4.0%0.008%
4/30/2024 Mayflower Financial Advisors LLC3,817$869K0.1%+14.1%0.001%
4/30/2024 M3 Advisory Group LLC937$213K0.2%N/A0.000%
4/30/2024 OFI Invest Asset Management62,464$13.17M0.4%+8.6%0.009%
4/30/2024 Stock Yards Bank & Trust Co.9,763$2.22M0.1%-4.1%0.001%
4/30/2024 Allspring Global Investments Holdings LLC52,723$12.00M0.0%-2.9%0.007%
4/29/2024Commonwealth Equity Services LLC284,962$64.88M0.1%+7.2%0.040%
4/29/2024 Boyd Watterson Asset Management LLC OH28,514$6.49M2.3%+1.2%0.004%
4/29/2024 Principal Financial Group Inc.638,928$145.48M0.1%-0.8%0.089%
4/29/2024 Benjamin Edwards Inc.10,092$2.30M0.5%+31.7%0.001%
4/29/2024 Crew Capital Management Ltd.1,445$329K0.3%+32.6%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.26,462$6.03M0.1%-1.5%0.004%
4/29/2024 Silicon Valley Capital Partners37,074$8.44M1.3%+12.5%0.005%
4/29/2024 Meritage Portfolio Management909$207K0.0%N/A0.000%
4/29/2024 Onyx Bridge Wealth Group LLC986$232K0.0%N/A0.000%
4/29/2024 Heritage Investors Management Corp179,068$40.77M1.4%-3.6%0.025%
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4/29/2024 RWA Wealth Partners LLC25,615$5.83M0.1%+3.8%0.004%
4/29/2024 Tower Bridge Advisors13,627$3.10M0.3%-9.6%0.002%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI133,415$30.38M2.5%-1.3%0.019%
4/29/2024 Crescent Grove Advisors LLC1,209$275K0.0%N/A0.000%
4/29/2024 Mn Services Vermogensbeheer B.V.235,712$53.67M0.4%-20.9%0.033%
4/29/2024 Union Savings Bank2,918$664K0.3%-23.6%0.000%
4/29/2024 RAM Investment Partners LLC1,089$248K0.1%N/A0.000%
4/29/2024 Cornerstone Investment Partners LLC253,698$57.76M2.8%+0.3%0.035%
4/29/2024 Bradley & Co. Private Wealth Management LLC40,079$9.13M7.4%+11.5%0.006%
4/29/2024 Intelligent Financial Strategies194$44K0.0%N/A0.000%
4/29/2024 Maj Invest Holding A S1,089,992$248.18M6.7%-10.8%0.152%
4/29/2024 Baxter Bros Inc.81,297$18.51M2.4%+0.3%0.011%
4/27/2024 Nadler Financial Group Inc.1,067$243K0.0%N/A0.000%
4/27/2024 Conning Inc.4,400$1.00M0.0%-2.7%0.001%
4/26/2024 Pinnacle Associates Ltd.190,095$43.28M0.7%-1.4%0.026%
4/26/2024 Trueblood Wealth Management LLC2,072$472K0.3%+8.3%0.000%
4/26/2024 Securian Asset Management Inc.33,682$7.67M0.2%-7.6%0.005%
4/26/2024 BLB&B Advisors LLC11,427$2.60M0.1%-1.7%0.002%
4/26/2024 Pavion Blue Capital LLC30,715$6.99M3.5%-0.8%0.004%
4/26/2024 UMB Bank n.a.43,929$10.00M0.2%-73.0%0.006%
4/26/2024 Narwhal Capital Management59,223$13.49M1.3%-14.2%0.008%
4/26/2024 LifeSteps Financial Inc.225$51K0.0%N/A0.000%
4/26/2024 Cottonwood Capital Advisors LLC1,223$267K0.2%-9.7%0.000%
4/26/2024Prestige Wealth Management Group LLC682$155K0.0%-72.4%0.000%
4/26/2024 JNBA Financial Advisors1,364$311K0.0%-4.4%0.000%
4/26/2024 Yousif Capital Management LLC82,695$18.83M0.2%-2.7%0.011%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA688$157K0.1%-9.2%0.000%
4/26/2024 ZWJ Investment Counsel Inc.178,696$40.69M1.9%-0.8%0.025%
4/26/2024 Coastline Trust Co25,405$5.78M0.7%+14.6%0.004%
4/26/2024 First National Trust Co9,319$2.12M0.1%-15.7%0.001%
4/26/2024 Sage Rhino Capital LLC4,431$1.01M0.2%+5.0%0.001%
4/26/2024 Guardian Investment Management4,367$994K0.8%-5.4%0.001%
4/26/2024 Quantum Financial Advisors LLC1,387$316K0.1%+29.3%0.000%
4/26/2024 Members Trust Co2,028$462K0.0%-14.8%0.000%
4/26/2024 SYSTM Wealth Solutions LLC3,132$713K0.1%-5.6%0.000%
4/26/2024 First Personal Financial Services1,694$386K0.1%-10.6%0.000%
4/26/2024 Sumitomo Life Insurance Co.19,490$4.44M0.1%-2.9%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.72,798$16.58M0.4%N/A0.010%
4/26/2024 Patrick M Sweeney & Associates Inc.1,037$236K0.2%N/A0.000%
4/26/2024 Carr Financial Group Corp5,360$1.22M0.4%+2.3%0.001%
4/26/2024 Verdence Capital Advisors LLC16,940$3.86M0.4%-23.7%0.002%
4/26/2024 Davies Financial Advisors Inc.1,016$231K0.2%N/A0.000%
4/26/2024 Claris Advisors LLC MO1,023$233K0.1%N/A0.000%
4/26/2024 Caliber Wealth Management LLC13,837$3.15M1.7%+0.6%0.002%
4/26/2024 Checchi Capital Advisers LLC6,461$1.47M0.1%-1.8%0.001%
4/26/2024 Latitude Advisors LLC910$207K0.1%N/A0.000%
4/26/2024 Focused Investors Fund L P471,600$107.38M3.4%N/A0.066%
4/26/2024 Tritonpoint Wealth LLC2,588$549K0.1%-34.0%0.000%
4/26/2024 Meridian Wealth Management LLC3,015$686K0.1%-2.6%0.000%
4/25/2024 Lindbrook Capital LLC2,604$593K0.1%+18.9%0.000%
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4/25/2024 New York State Teachers Retirement System583,198$132.79M0.3%-2.7%0.081%
4/25/2024 One Day In July LLC1,118$255K0.0%-6.3%0.000%
4/25/2024 Center for Financial Planning Inc.7,202$1.64M0.2%+5.3%0.001%
4/25/2024 Bank of New York Mellon Corp4,809,725$1.10B0.2%-4.9%0.669%
4/25/2024 Borer Denton & Associates Inc.3,662$834K0.3%+3.8%0.001%
4/25/2024 Kinneret Advisory LLC43,659$9.94M1.0%-0.3%0.006%
4/25/2024 Bridges Investment Management Inc.1,200$273K0.0%-4.0%0.000%
4/25/2024 Osborne Partners Capital Management LLC8,221$1.87M0.1%-1.7%0.001%
4/25/2024 Equitable Trust Co.112,658$25.65M1.8%-7.2%0.016%
4/25/2024 Capital Investment Advisory Services LLC948$216K0.0%N/A0.000%
(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, 2,333 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 1,957 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 95,187,346 shares in the last 24 months. This purchase volume represents approximately $15.77B 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 ($5.18M), 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 87,111,209 shares in the last 24 months. This volume of shares sold represents approximately $13.99B in transactions.


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This page (NYSE:AXP) was last updated on 5/1/2024 by MarketBeat.com Staff

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