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American Express (AXP) Institutional Ownership

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$266.61 -0.41 (-0.15%)
As of 03:59 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)
1584
Total
Institutional Inflows
(last 12 months)
$12.79B
Number of
Institutional Sellers
(last 12 months)
1310
Total
Institutional Outflows
(last 12 months)
$8.45B
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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
4/30/2025Highview Capital Management LLC DE 5,776$1.55M0.7%+5.2%0.001%
4/30/2025Ninety One UK Ltd102,027$27.45M0.1%-42.7%0.015%
4/30/2025Alpha Cubed Investments LLC1,428$384K0.0%+28.5%0.000%
4/30/2025Family Capital Management Inc.2,166$583K0.4%+33.0%0.000%
4/30/2025Abound Financial LLC153$41K0.0%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.107,499$28.92M0.5%+7.9%0.015%
4/30/2025Washington Trust Bank1,271$342K0.0%-48.8%0.000%
4/29/2025U.S. Capital Wealth Advisors LLC8,787$2.36M0.1%+15.8%0.001%
4/29/2025Richard Bernstein Advisors LLC13,148$3.54M0.1%-4.7%0.002%
4/29/2025Security National Bank of SO Dak2,200$592K0.3%+4.8%0.000%
4/29/2025Financial Counselors Inc.5,827$1.57M0.0%-3.0%0.001%
4/29/2025Raleigh Capital Management Inc.2,168$583K0.3%-6.7%0.000%
4/29/2025Callan Capital LLC1,770$476K0.0%+20.8%0.000%
4/29/2025Capital Advisors Inc. OK2,084$561K0.0%+3.2%0.000%
4/29/2025Heritage Wealth Management Inc.1,834$493K0.2%+34.0%0.000%
4/29/2025Envestnet Asset Management Inc.674,469$181.47M0.1%-1.0%0.096%
4/29/2025Roffman Miller Associates Inc. PA170,959$46.00M2.9%-2.5%0.024%
4/29/2025Hexagon Capital Partners LLC806$217K0.0%+8.3%0.000%
4/29/2025Penserra Capital Management LLC62,455$16.80M0.3%-12.5%0.009%
4/29/2025Hendley & Co. Inc.3,015$811K0.3%+2.2%0.000%
4/29/2025Chilton Capital Management LLC121,864$32.79M1.4%+1.0%0.017%
4/29/2025Rice Partnership LLC58,668$15.79M3.2%-3.9%0.008%
4/29/2025Argentarii LLC4,786$1.29M0.6%+1.8%0.001%
4/29/2025Jackson Wealth Management LLC7,457$2.01M0.2%-18.7%0.001%
4/29/2025McGlone Suttner Wealth Management Inc.3,348$901K0.1%+4.0%0.000%
4/29/2025Compass Wealth Management LLC13,570$3.65M0.9%-3.7%0.002%
4/29/2025One Day In July LLC851$229K0.0%-27.6%0.000%
4/29/2025Olistico Wealth LLC3,919$1.06M0.7%+2.5%0.001%
4/29/2025Maj Invest Holding A S440,221$118.44M4.3%-5.7%0.063%
4/29/2025Whelan Financial2,815$757K0.3%+198.8%0.000%
4/29/2025Novare Capital Management LLC1,119$301K0.0%-7.1%0.000%
4/29/2025Adell Harriman & Carpenter Inc.831$224K0.0%N/A0.000%
4/29/2025Concurrent Investment Advisors LLC21,600$5.81M0.1%+5.2%0.003%
4/29/2025Braun Stacey Associates Inc.103,197$27.77M1.1%-3.3%0.015%
4/29/2025Simmons Bank4,843$1.30M0.1%-11.1%0.001%
4/29/2025HM Payson & Co.80,754$21.73M0.4%-4.4%0.012%
4/29/2025Bank of New York Mellon Corp4,297,112$1.16B0.2%-1.8%0.613%
4/29/2025World Investment Advisors6,615$1.78M0.0%+9.2%0.001%
4/29/2025Generali Investments CEE investicni spolecnost a.s.30,925$8.32M0.8%+4.8%0.004%
4/29/2025Wayfinding Financial LLC703$189K0.1%N/A0.000%
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4/29/2025Ceera Investments LLC30,001$8.07M2.8%-0.2%0.004%
4/29/2025Truist Financial Corp239,544$64.45M0.1%-0.1%0.034%
4/29/2025Impax Asset Management Group plc10,797$2.91M0.0%-1.3%0.002%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV8,180$2.20M1.1%-3.5%0.001%
4/29/2025Strategic Blueprint LLC3,021$813K0.0%+2.9%0.000%
4/29/2025Brookstone Capital Management84,916$22.85M0.3%+3.6%0.012%
4/29/2025Kintegral Advisory LLC28,044$7.55M1.1%-32.9%0.004%
4/29/2025Catalyst Capital Advisors LLC16,628$4.47M0.1%-3.1%0.002%
4/29/2025Global Wealth Management Investment Advisory Inc.12,630$3.40M0.7%+7.7%0.002%
4/29/2025SMART Wealth LLC4,025$1.08M0.4%N/A0.001%
4/29/2025 Huntleigh Advisors Inc.6,605$1.78M0.3%+1.4%0.001%
4/29/2025IFM Investors Pty Ltd119,719$32.47M0.3%+8.8%0.017%
4/29/2025OneDigital Investment Advisors LLC17,658$4.75M0.1%-14.9%0.003%
4/29/2025Avantax Planning Partners Inc.2,824$760K0.0%+12.1%0.000%
4/29/2025 Silver Oak Securities Incorporated1,574$418K0.0%+10.5%0.000%
4/29/2025Calamos Wealth Management LLC53,852$14.49M0.7%+1.1%0.008%
4/29/2025Calamos Advisors LLC202,571$54.50M0.2%+0.7%0.029%
4/29/2025Aviance Capital Partners LLC14,530$3.91M0.5%-2.4%0.002%
4/29/2025Conning Inc.5,759$1.55M0.1%+36.5%0.001%
4/29/2025 Aurora Private Wealth Inc.6,542$1.76M0.4%-2.5%0.001%
4/29/2025Davidson Trust Co.1,959$527K0.3%+18.8%0.000%
4/29/2025Onyx Bridge Wealth Group LLC891$240K0.0%+9.7%0.000%
4/29/2025 Goelzer Investment Management Inc.14,156$3.81M0.2%-1.4%0.002%
4/29/2025Checchi Capital Advisers LLC6,310$1.70M0.1%-5.2%0.001%
4/28/2025 TKG Advisors LLC19,683$5.30M2.6%+6.7%0.003%
4/28/2025 North Capital Inc.1,557$419K0.4%N/A0.000%
4/28/2025 D.A. Davidson & CO.35,620$9.58M0.1%+6.9%0.005%
4/28/2025 Principal Financial Group Inc.680,308$183.04M0.1%+5.5%0.097%
4/28/2025 Mutual Advisors LLC6,605$1.75M0.0%-20.0%0.001%
4/28/2025 Oregon Public Employees Retirement Fund47,645$12.82M0.2%-0.1%0.007%
4/28/2025 ZWJ Investment Counsel Inc.168,619$45.37M1.8%-3.6%0.024%
4/28/2025 Resonant Capital Advisors LLC16,805$4.52M0.3%-0.9%0.002%
4/28/2025 Teacher Retirement System of Texas228,470$61.47M0.3%-30.5%0.033%
4/28/2025 Lodestone Wealth Management LLC11,565$3.11M1.7%-15.5%0.002%
4/28/2025 First Horizon Advisors Inc.11,791$3.17M0.1%+11.5%0.002%
4/28/2025 Latitude Advisors LLC779$210K0.1%-11.6%0.000%
4/28/2025 Revisor Wealth Management LLC3,415$919K0.4%N/A0.000%
4/28/2025 Private Trust Co. NA6,522$1.76M0.2%-1.7%0.001%
4/28/2025 Pinnacle Financial Partners Inc167,534$45.24M0.9%+1.4%0.024%
4/28/2025 Fiduciary Group LLC21,344$5.74M0.6%-0.3%0.003%
4/28/2025 Kanawha Capital Management LLC16,032$4.31M0.3%+3.6%0.002%
4/28/2025 Aaron Wealth Advisors LLC4,316$1.16M0.1%+2.1%0.001%
4/28/2025 FSM Wealth Advisors LLC778$209K0.0%+12.8%0.000%
4/28/2025 Coastline Trust Co26,665$7.17M0.9%-0.9%0.004%
4/28/2025 Lawson Kroeker Investment Management Inc. NE5,338$1.44M0.3%-2.3%0.001%
4/28/2025 Klingenstein Fields & Co. LP45,390$12.21M0.5%-2.2%0.006%
4/28/2025 Keybank National Association OH360,418$96.97M0.4%+3.0%0.051%
4/28/2025 Arbor Trust Wealth Advisors LLC1,322$356K0.2%+34.9%0.000%
4/28/2025 Rossby Financial LCC174$46K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC64,852$17.45M0.1%+21.5%0.009%
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4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd331,849$89.28M0.9%+5.3%0.047%
4/28/2025 Cidel Asset Management Inc.2,471$665K0.0%-5.6%0.000%
4/28/2025 Smith Group Asset Management LLC127,638$34.34M2.6%+4.4%0.018%
4/28/2025 Guardian Investment Management4,092$1.10M0.9%-5.8%0.001%
4/28/2025 Vontobel Holding Ltd.43,705$11.76M0.0%+13.3%0.006%
4/25/2025 Mather Group LLC.6,072$1.63M0.0%+8.4%0.001%
4/25/2025 Family Capital Trust Co37,021$9.96M3.6%-0.4%0.005%
4/25/2025 Alta Advisers Ltd2,742$738K0.3%+48.9%0.000%
4/25/2025 Unified Investment Management2,600$700K0.8%-12.9%0.000%
4/25/2025 Deseret Mutual Benefit Administrators635$171K0.1%+24.8%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, 2,707 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 2,250 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 105,087,341 shares in the last 24 months. This purchase volume represents approximately $23.05B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,708 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 73,648,543 shares in the last 24 months. This volume of shares sold represents approximately $15.59B in transactions.


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This page (NYSE:AXP) was last updated on 4/30/2025 by MarketBeat.com Staff
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