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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
Urgent alert: open this for a huge profit potential (Ad)
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
The "Smart Money" Is Ready for May 1st Are You? (Ad)
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
Urgent alert: open this for a huge profit potential (Ad)
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
The "Smart Money" Is Ready for May 1st Are You? (Ad)
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
Urgent alert: open this for a huge profit potential (Ad)
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
The "Smart Money" Is Ready for May 1st Are You? (Ad)
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
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American Express (AXP) Institutional Ownership

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$218.21
+0.71 (+0.33%)
(As of 09:03 AM 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)
1481
Total
Institutional Inflows
(last 12 months)
$11.50B
Number of
Institutional Sellers
(last 12 months)
1129
Total
Institutional Outflows
(last 12 months)
$7.79B
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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
4/19/2024Carret Asset Management LLC57,519$13.10M1.5%-1.0%0.008%
4/19/2024Monument Capital Management966$220K0.1%N/A0.000%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.1,690,528$384.92M0.3%-5.5%0.234%
4/18/2024Plimoth Trust Co. LLC10,083$2.30M0.6%-4.5%0.001%
4/18/2024Silverlake Wealth Management LLC2,229$508K0.3%+4.7%0.000%
4/18/2024SeaCrest Wealth Management LLC3,012$686K0.1%-17.3%0.000%
4/18/2024Saxon Interests Inc.4,813$1.10M0.5%+5.4%0.001%
4/18/2024West Oak Capital LLC13,477$3.07M1.3%+2.0%0.002%
4/18/2024CAP Partners LLC927$211K0.2%N/A0.000%
4/18/2024Financial Security Advisor Inc.9,836$2.24M0.8%-0.9%0.001%
4/18/2024State of Michigan Retirement System156,677$35.67M0.2%-0.6%0.022%
4/18/2024MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH2,551$581K0.0%+306.2%0.000%
4/18/2024Applied Capital LLC FL9,249$2.11M1.7%+2.0%0.001%
4/18/2024Woodmont Investment Counsel LLC9,067$2.06M0.2%-2.5%0.001%
4/18/2024Narus Financial Partners LLC934$213K0.1%N/A0.000%
4/18/2024Farmers & Merchants Investments Inc.997$227K0.0%+10.5%0.000%
4/18/2024Cullinan Associates Inc.67,649$15.40M0.9%-38.5%0.009%
4/18/2024FARMERS & MERCHANTS TRUST Co OF LONG BEACH30,028$6.84M1.7%+1.6%0.004%
4/18/2024Allspring Global Investments Holdings LLC52,723$12.00M0.0%-2.9%0.007%
4/18/2024Stewart & Patten Co. LLC126,870$28.89M4.3%-2.6%0.018%
4/18/2024Hexagon Capital Partners LLC1,324$301K0.1%-11.1%0.000%
4/18/2024Claro Advisors LLC1,517$345K0.1%+11.9%0.000%
4/18/2024Talbot Financial LLC900$205K0.0%N/A0.000%
4/18/2024Kowal Investment Group LLC1,253$285K0.1%N/A0.000%
4/18/2024Horizon Wealth Management LLC2,246$511K0.1%+2.6%0.000%
4/18/2024Hi Line Capital Management LLC51,349$11.69M4.1%+1.4%0.007%
4/18/2024Oliver Luxxe Assets LLC19,171$4.37M0.9%-1.6%0.003%
4/18/2024Diversified Trust Co61,825$14.08M0.4%-13.2%0.009%
4/18/2024Aviance Capital Partners LLC14,391$3.28M0.5%+16.1%0.002%
4/18/2024Mirador Capital Partners LP1,306$297K0.1%-9.6%0.000%
4/18/2024Chapin Davis Inc.2,052$467K0.2%+6.5%0.000%
4/18/2024Roberts Wealth Advisors LLC950$207K0.1%N/A0.000%
4/18/2024Optas LLC1,008$230K0.1%N/A0.000%
4/18/2024Blue Zone Wealth Advisors LLC8,447$1.92M0.7%-6.6%0.001%
4/18/2024Chatham Capital Group Inc.24,804$5.65M1.0%+2.7%0.003%
4/17/2024Strata Wealth Advisors LLC15,412$3.51M1.2%-11.8%0.002%
4/17/2024Sandy Cove Advisors LLC1,253$285K0.1%-5.3%0.000%
4/17/2024Cornerstone Wealth Group LLC3,347$762K0.1%+11.0%0.000%
4/17/2024Physician Wealth Advisors Inc.1,337$292K0.1%+16.6%0.000%
4/17/2024New Mexico Educational Retirement Board35,763$8.14M0.3%+15.5%0.005%
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4/17/2024Founders Financial Securities LLC1,475$336K0.0%-62.0%0.000%
4/17/2024Town & Country Bank & Trust CO dba First Bankers Trust CO881$201K0.1%N/A0.000%
4/17/2024CRA Financial Services LLC1,017$232K0.1%N/A0.000%
4/17/2024Kathleen S. Wright Associates Inc.20,427$4.55M2.1%+1.0%0.003%
4/17/2024Symphony Financial Ltd. Co.6,779$1.54M0.4%-3.4%0.001%
4/17/2024Vicus Capital1,311$299K0.0%N/A0.000%
4/17/2024Private Ocean LLC3,953$900K0.1%+20.0%0.001%
4/17/2024Ridgecrest Wealth Partners LLC2,213$504K0.3%-5.3%0.000%
4/17/2024Chemung Canal Trust Co.41,970$9.56M1.8%-6.3%0.006%
4/17/2024Grimes & Company Inc.51,160$11.65M0.4%+1.1%0.007%
4/17/2024WoodTrust Financial Corp41,232$9.39M1.0%-1.6%0.006%
4/17/2024Griffin Asset Management Inc.57,135$13.01M1.6%-1.6%0.008%
4/17/2024Hennion & Walsh Asset Management Inc.17,303$3.94M0.2%-6.0%0.002%
4/16/2024MCF Advisors LLC2,707$616K0.0%-30.9%0.000%
4/16/2024Trifecta Capital Advisors LLC666$152K0.0%-24.9%0.000%
4/16/2024First Dallas Securities Inc.11,899$2.71M1.2%-11.0%0.002%
4/16/2024Moisand Fitzgerald Tamayo LLC2,338$532K0.1%-4.5%0.000%
4/16/2024Reliant Investment Management LLC25,722$5.86M2.7%-1.2%0.004%
4/16/2024Hodges Capital Management Inc.18,777$4.28M0.3%-14.0%0.003%
4/16/2024Webster Bank N. A.14,299$3.26M0.4%+1.8%0.002%
4/16/2024OneAscent Wealth Management LLC1,179$268K0.1%+10.7%0.000%
4/16/2024KRS Capital Management LLC5,364$1.22M1.0%-11.9%0.001%
4/16/2024Astoria Portfolio Advisors LLC.1,625$355K0.1%+6.3%0.000%
4/16/2024Financial Management Professionals Inc.769$175K0.0%+13.3%0.000%
4/16/2024Kathmere Capital Management LLC1,062$242K0.0%N/A0.000%
4/16/2024Sawyer & Company Inc12,645$2.88M1.2%-1.6%0.002%
4/16/2024AMF Tjanstepension AB369,741$84.21M0.6%+5.3%0.051%
4/16/2024Atlantic Union Bankshares Corp31,851$7.25M0.6%-4.0%0.004%
4/16/2024Sendero Wealth Management LLC16,748$3.81M0.7%-16.6%0.002%
4/16/2024LongView Wealth Management2,879$656K0.3%-10.4%0.000%
4/16/2024Register Financial Advisors LLC521$119K0.1%N/A0.000%
4/16/2024Artemis Investment Management LLP152,025$34.60M0.4%N/A0.021%
4/16/2024Howard Financial Services LTD.1,085$247K0.0%N/A0.000%
4/16/2024Fifth Third Wealth Advisors LLC5,092$1.16M0.2%+14.3%0.001%
4/16/2024Buckley Wealth Management LLC1,151$262K0.1%-7.0%0.000%
4/16/2024Cypress Wealth Services LLC5,161$1.18M0.3%+21.8%0.001%
4/16/2024Harbor Group Inc.952$217K0.1%N/A0.000%
4/16/2024Stokes Capital Advisors LLC30,592$6.97M2.0%-3.1%0.004%
4/16/2024Thrive Wealth Management LLC1,802$410K0.1%+18.3%0.000%
4/16/2024Bouvel Investment Partners LLC28,870$6.57M2.8%-0.8%0.004%
4/16/2024Overbrook Management Corp1,583$360K0.1%-93.2%0.000%
4/16/2024Chesley Taft & Associates LLC94,555$21.53M1.1%-0.2%0.013%
4/16/2024Wealth Enhancement Advisory Services LLC312,830$71.23M0.2%-2.5%0.043%
4/16/2024Franklin Street Advisors Inc. NC122,548$27.90M2.1%-8.7%0.017%
4/15/2024Agate Pass Investment Management LLC2,185$497K0.3%-9.7%0.000%
4/15/2024Stonebridge Capital Management Inc.1,020$232K0.1%N/A0.000%
4/15/2024Wealthcare Advisory Partners LLC4,550$1.04M0.0%+6.2%0.001%
4/15/2024Revolve Wealth Partners LLC1,304$297K0.1%+7.0%0.000%
4/15/2024Defined Wealth Management LLC3,347$762K0.5%-2.4%0.000%
4/15/2024Aspiriant LLC6,330$1.44M0.1%+0.8%0.001%
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4/15/2024St. Johns Investment Management Company LLC10,754$2.45M1.2%-4.0%0.001%
4/15/2024G&S Capital LLC2,155$491K0.2%-2.5%0.000%
4/15/2024GoalVest Advisory LLC326$74K0.0%+45.5%0.000%
4/15/2024Sovereign Financial Group Inc.1,487$339K0.1%+7.7%0.000%
4/15/2024AHL Investment Management Inc.12,386$2.82M2.2%-1.7%0.002%
4/15/2024Brookstone Capital Management61,698$14.05M0.3%+12.3%0.009%
4/15/2024Benin Management CORP4,254$969K0.3%+3.2%0.001%
4/15/2024Sunbelt Securities Inc.1,943$442K0.0%+37.2%0.000%
4/15/2024RMR Wealth Builders6,729$1.53M0.2%+8.4%0.001%
4/15/2024Atlas Capital Advisors LLC286$65K0.0%+22.2%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, 2,400 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 2,031 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: Moneta Group Investment Advisors LLC ($13.73M), Bank Julius Baer & Co. Ltd Zurich ($12.69M), Norges Bank ($12.11M), Price T Rowe Associates Inc. MD ($5.81M), Renaissance Technologies LLC ($3.11M), Swiss National Bank ($2.28M), and Alliancebernstein L.P. ($2.20M).

How much institutional buying is happening at American Express?

Institutional investors have bought a total of 126,236,570 shares in the last 24 months. This purchase volume represents approximately $20.56B in transactions.

Which American Express major shareholders have been selling company stock?

Of the 1,588 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 ($5.69M), Wellington Management Group LLP ($5.28M), Fisher Asset Management LLC ($5.18M), State Street Corp ($4.47M), FMR LLC ($3.10M), 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 97,279,607 shares in the last 24 months. This volume of shares sold represents approximately $15.70B in transactions.


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This page (NYSE:AXP) was last updated on 4/19/2024 by MarketBeat.com Staff

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