American Express Ownership | Who Owns American Express?

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American Express Ownership Summary

American Express is owned by 81.88% institutional investors, 21.64% insiders. Berkshire hathaway is the largest institutional shareholder, holding 21.03% of AXP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.19% of its assets in American Express shares.

AXP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	American Express	81.88%	21.64%	-3.52%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Credit Services Stocks	49.88%	8.04%	42.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Berkshire hathaway	151.61M	21.03%	$35.11B
Vanguard group	45.20M	6.27%	$10.47B
Blackrock	41.90M	5.81%	$9.70B
State street	29.28M	4.06%	$6.78B
Wellington management group llp	19.11M	2.65%	$4.42B
Jpmorgan chase	16.34M	2.27%	$3.78B
Morgan stanley	13.63M	1.89%	$3.16B
Geode capital management	11.40M	1.58%	$2.63B
Fmr	10.14M	1.41%	$2.35B
Massachusetts financial services co /ma/	9.56M	1.33%	$2.21B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Aquamarine zurich	210.00K	21.67%	$62.33M
Rothschild & co wealth management uk	2.76M	14.41%	$820.53M
Global frontier investments	197.22K	13.63%	$45.66M
Berkshire hathaway	151.61M	12.54%	$35.11B
Cacti asset management	413.45K	9.23%	$122.93M
Timucuan asset management inc/fl	989.12K	7.87%	$229.03M
Bradley & co. private wealth management	38.68K	6.62%	$8.96M
Amussen hunsaker associates	162.45K	6.20%	$37.62M
Lb partners	32.00K	6.17%	$7.41M
Troy asset management	813.70K	6.09%	$188.41M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	6.37M	0.22%	6.37M
Capital world investors	3.63M	0.14%	3.63M
Fmr	10.14M	0.15%	2.03M
Ubs asset management americas	4.37M	0.29%	927.94K
Alphinity investment management pty	2.69M	4.58%	784.47K

Top Sellers

Holder	Shares	% Assets	Change
Harris associates l p	931.74K	0.37%	-3.05M
Wellington management group llp	19.11M	0.79%	-2.91M
Lazard asset management	2.90M	0.84%	-1.18M
Blackrock	41.90M	0.22%	-1.17M
Alliancebernstein	1.05M	0.09%	-813.05K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	6.37M	0.22%	6.37M	$1.47B
Capital world investors	3.63M	0.14%	3.63M	$839.65M
Capital research global investors	686.04K	0.03%	686.04K	$158.85M
Gfi investment counsel	179.40K	5.43%	179.40K	$41.54M
Corebridge financial	169.81K	0.22%	169.81K	$39.32M

Sold Out

Holder	Change
Mendota financial group	-1.00
Frg family wealth advisors	-1.00
Tfo-tdc	-5.00
Financial gravity asset management	-6.00
Uncommon cents investing	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	2,469	3.22%	579,699,107	-3.87%	81	1.15%	1,086	9.70%	877	-4.05%
Jun 30, 2024	2,344	-0.76%	601,312,166	0.39%	83	1.21%	971	-1.92%	895	0.34%
Mar 31, 2024	2,362	5.64%	598,988,951	-2.00%	83	1.17%	990	-5.62%	892	13.20%
Dec 31, 2023	2,236	9.02%	611,236,013	1.32%	84	1.24%	1,049	21.69%	788	5.21%
Sep 30, 2023	2,051	-2.05%	603,264,090	-2.39%	82	1.18%	862	-0.58%	749	-2.85%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	15.45M	2.19%	-192.93K
Vanguard Institutional 500 Index Trust	15.07M	2.14%	-29.64K
SPDR® S&P 500® ETF Trust	6.97M	0.99%	52.32K
Fidelity 500 Index	6.94M	0.99%	47.15K
iShares Core S&P 500 ETF	6.53M	0.93%	4.59K
SPDR® Dow Jones Industrial Avrg ETF Tr	5.40M	0.77%	49.15K
MFS Value A	4.85M	0.69%	-60.13K
MFS Large Cap Value Equity	4.85M	0.69%	-159.70K
Vanguard Value Index Inv	4.20M	0.60%	-56.43K
The Financial Select Sector SPDR® ETF	3.95M	0.56%	4.95K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 27, 2024	Le Caillec Christophe	Chief Financial Officer	Sell	$1.82M
Nov 07, 2024	Squeri Stephen J	Chairman and CEO	Sell	$9.89M
Nov 07, 2024	Squeri Stephen J	Chairman and CEO	Sell	$18.68M
Nov 07, 2024	Squeri Stephen J	Chairman and CEO	Sell	$8.12M
Nov 07, 2024	Squeri Stephen J	Chairman and CEO	Sell	$6.32M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	3
2024 Q3	-	-
2024 Q2	-	10
2024 Q1	-	12
2023 Q4	1	2

AXP Ownership FAQ

Who Owns American Express?

American Express shareholders are primarily institutional investors at 81.88%, followed by 21.64% insiders and -3.52% retail investors. The average institutional ownership in American Express's industry, Credit Services Stocks, is 49.88%, which American Express exceeds.

Who owns the most shares of American Express?

American Express’s largest shareholders are Berkshire hathaway (151.61M shares, 21.03%), Vanguard group (45.2M shares, 6.27%), and Blackrock (41.9M shares, 5.81%). Together, they hold 33.11% of American Express’s total shares outstanding.

Does Blackrock own American Express?

Yes, BlackRock owns 5.81% of American Express, totaling 41.9M shares as of Jun 2024. This represents 0.22% of BlackRock's total assets, with a market value of 9.7B$. In the last quarter, BlackRock decreased its holdings by -1.172M shares, a -2.72% change.

Who is American Express’s biggest shareholder by percentage of total assets invested?

Aquamarine zurich is American Express’s biggest shareholder by percentage of total assets invested, with 21.67% of its assets in 210K American Express shares, valued at 62.33M$.

Who is the top mutual fund holder of American Express shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of American Express shares, with 2.19% of its total shares outstanding invested in 15.45M American Express shares.

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