American Express Ownership | Who Owns American Express?
American Express Ownership Summary
American Express is owned by 84.15% institutional investors, 21.88% insiders. Berkshire hathaway is the largest institutional shareholder, holding 21.41% of AXP shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.25% of its assets in American Express shares.
AXP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Express | 84.15% | 21.88% | -6.03% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Credit Services Stocks | 39.92% | 8.89% | 51.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Berkshire hathaway | 151.61M | 21.41% | $45.00B |
| Vanguard group | 45.24M | 6.39% | $13.43B |
| Blackrock funding, inc. /de | 43.94M | 6.21% | $13.04B |
| Blackrock | 41.90M | 5.81% | $9.70B |
| State street | 29.78M | 4.21% | $8.84B |
| Jpmorgan chase | 16.75M | 2.37% | $4.97B |
| Wellington management group llp | 15.86M | 2.24% | $4.71B |
| Morgan stanley | 13.63M | 1.89% | $3.16B |
| Geode capital management | 11.75M | 1.66% | $3.48B |
| Fmr | 10.91M | 1.54% | $3.24B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aquamarine zurich | 210.00K | 21.67% | $62.33M |
| Berkshire hathaway | 151.61M | 16.84% | $45.00B |
| Global frontier investments | 197.22K | 15.06% | $58.53M |
| Rothschild & co wealth management uk | 2.76M | 14.41% | $820.53M |
| Cacti asset management | 413.45K | 9.23% | $122.93M |
| Timucuan asset management inc/fl | 975.50K | 8.86% | $289.52M |
| Bradley & co. private wealth management | 40.43K | 7.49% | $12.00M |
| Lb partners | 32.00K | 7.12% | $9.50M |
| Amussen hunsaker associates | 165.17K | 6.92% | $49.04M |
| Heard capital | 381.13K | 6.73% | $113.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.02M | 0.23% | 6.02M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 4.36M | 1.31% | 3.58M |
| Capital research global investors | 2.99M | 0.18% | 1.94M |
| Kovitz investment group partners | 2.02M | 1.99% | 1.57M |
| Blackrock funding, inc. /de | 43.94M | 0.26% | 1.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Legal & general group | 3.73M | 0.29% | -1.24M |
| Blackrock | 41.90M | 0.22% | -1.17M |
| Price t rowe associates inc /md/ | 8.43M | 0.29% | -966.61K |
| International assets investment management | 3.21K | 0.08% | -906.52K |
| Massachusetts financial services co /ma/ | 8.55M | 0.80% | -647.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.02M | 0.23% | 6.02M | $1.79B |
| Raymond james financial | 984.13K | 0.11% | 984.13K | $292.08M |
| Peak6 | 277.64K | 0.17% | 277.64K | $82.40M |
| Allianz se | 198.85K | 1.54% | 198.85K | $59.04M |
| Global frontier investments | 197.22K | 15.06% | 197.22K | $58.53M |
Sold Out
| Holder | Change |
|---|---|
| Frg family wealth advisors | -1.00 |
| Mendota financial group | -1.00 |
| Sugar maple asset management | -4.00 |
| Tfo-tdc | -5.00 |
| Uncommon cents investing | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 2,570 | 2.59% | 595,808,084 | 2.66% | 84 | 1.25% | 1,096 | -0.18% | 995 | 11.55% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 15.76M | 2.25% | -189.57K |
| Vanguard Total Stock Mkt Idx Inv | 15.55M | 2.21% | 54.76K |
| Vanguard Institutional 500 Index Trust | 15.43M | 2.20% | 104.48K |
| Fidelity 500 Index | 6.97M | 0.99% | 31.04K |
| SPDR® S&P 500 ETF | 6.90M | 0.98% | -118.93K |
| iShares Core S&P 500 ETF | 6.77M | 0.97% | 19.62K |
| SPDR® S&P 500® ETF Trust | 6.72M | 0.96% | -35.21K |
| SPDR® S&P 500® ETF | 6.64M | 0.95% | -111.49K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.40M | 0.77% | -24.58K |
| MFS Large Cap Value Equity | 4.85M | 0.69% | -159.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 07, 2025 | Angelakis Michael J | - | Buy | $998.59K |
| Mar 04, 2025 | Marrs Anna | Group Pres., GMNS | Sell | $199.00K |
| Mar 04, 2025 | Marrs Anna | Group Pres., GMNS | Sell | $1.05M |
| Mar 04, 2025 | Marrs Anna | Group Pres., GMNS | Sell | $659.36K |
| Mar 04, 2025 | Marrs Anna | Group Pres., GMNS | Sell | $2.58M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | 19 |
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 10 |
| 2024 Q1 | - | 12 |
AXP Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools