American Express Ownership 2024 | Who Owns American Express Now?
Institutional Ownership
83.23%
Insider Ownership
21.44%
Retail Ownership
-4.67%
Institutional Holders
2.30K
American Express Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 21.03% | 12.54% | 151,610,700 | - | - | 35,105,457,585 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.27% | 0.20% | 45,197,559 | 43,841 | 0.10% | 10,465,494,786 | Jun 30, 2024 |
| BLACKROCK INC. | 5.81% | 0.22% | 41,897,299 | -1,171,676 | -2.72% | 9,701,319,533 | Jun 30, 2024 |
| STATE STREET CORP | 4.06% | 0.30% | 29,284,305 | -290,865 | -0.98% | 6,780,780,823,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.65% | 0.79% | 19,107,313 | -2,913,549 | -13.23% | 4,424,298,327 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.27% | 0.31% | 16,339,945 | 229,722 | 1.43% | 3,783,514,632 | Jun 30, 2024 |
| MORGAN STANLEY | 1.89% | 0.24% | 13,633,725 | 346,826 | 2.61% | 3,156,890,004 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.58% | 0.23% | 11,397,412 | 167,919 | 1.50% | 2,630,763,624 | Jun 30, 2024 |
| FMR LLC | 1.41% | 0.15% | 10,137,605 | 2,032,238 | 25.07% | 2,347,362,499 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.33% | 0.68% | 9,558,651 | -196,904 | -2.02% | 2,213,305,639 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.32% | 0.19% | 9,522,893 | 5,559,414 | 140.27% | 2,205,025,919 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.27% | 0.25% | 9,136,403 | 688,962 | 8.16% | 2,115,535,000 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.23% | 0.90% | 8,895,914 | -316,442 | -3.44% | 2,059,849,197 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.94% | 0.46% | 6,768,449 | -119,749 | -1.74% | 1,567,234,319 | Jun 30, 2024 |
| NORGES BANK | 0.88% | 0.22% | 6,366,820 | 6,366,820 | 100.00% | 1,474,237,171 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.85% | 0.24% | 6,164,827 | -60,840 | -0.98% | 1,427,465,692,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.71% | 0.27% | 5,137,139 | 12,321 | 0.24% | 1,189,507,039 | Jun 30, 2024 |
| INVESCO LTD. | 0.71% | 0.25% | 5,098,226 | -457,461 | -8.23% | 1,180,494,088 | Jun 30, 2024 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.67% | 1.68% | 4,838,833 | -7,576 | -0.16% | 1,120,431,781 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.66% | 0.19% | 4,790,625 | 684,145 | 16.66% | 1,109,268,987 | Jun 30, 2024 |
American Express's largest institutional shareholder is BERKSHIRE HATHAWAY INC, holding 21.03% of the company's total share outstanding, currently valued at $35.11B. The top 10 institutional shareholders own together 48.29% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AQUAMARINE ZURICH AG | 0.03% | 18.52% | 210,000 | - | - | 48,626,000 | Jun 30, 2024 |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 0.50% | 14.12% | 3,580,102 | 3,825 | 0.11% | 828,972,618 | Jun 30, 2024 |
| GLOBAL FRONTIER INVESTMENTS LLC | 0.03% | 13.63% | 197,215 | - | - | 45,665,000 | Jun 30, 2024 |
| BERKSHIRE HATHAWAY INC | 21.03% | 12.54% | 151,610,700 | - | - | 35,105,457,585 | Jun 30, 2024 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 0.14% | 7.87% | 989,124 | -4,476 | -0.45% | 229,031,579 | Jun 30, 2024 |
| HOLOWESKO PARTNERS LTD. | 0.01% | 7.31% | 59,200 | -15,000 | -20.22% | 13,707,760 | Jun 30, 2024 |
| MAJ INVEST HOLDING A/S | 0.14% | 6.67% | 1,035,755 | -54,237 | -4.98% | 239,829,000 | Jun 30, 2024 |
| BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC | 0.01% | 6.62% | 38,681 | -1,398 | -3.49% | 8,956,842 | Jun 30, 2024 |
| TROY ASSET MANAGEMENT LTD | 0.11% | 6.49% | 813,700 | -31,156 | -3.69% | 188,412,000 | Jun 30, 2024 |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 0.02% | 6.20% | 162,446 | 279 | 0.17% | 37,618,803 | Jun 30, 2024 |
| LB PARTNERS LLC | 0.00% | 6.17% | 32,000 | - | - | 7,409,600 | Jun 30, 2024 |
| SMEAD CAPITAL MANAGEMENT, INC. | 0.22% | 5.69% | 1,574,522 | -186,321 | -10.58% | 364,580,569 | Jun 30, 2024 |
| LONG CORRIDOR ASSET MANAGEMENT LTD | 0.00% | 5.48% | 25,000 | -5,000 | -16.67% | 5,788,750 | Jun 30, 2024 |
| GFI INVESTMENT COUNSEL LTD. | 0.02% | 5.43% | 179,399 | 179,399 | 100.00% | 41,540,000 | Jun 30, 2024 |
| HEARD CAPITAL LLC | 0.05% | 5.33% | 377,180 | -18,055 | -4.57% | 87,336,029 | Jun 30, 2024 |
| NOESIS CAPITAL MANGEMENT CORP | 0.01% | 5.11% | 99,503 | 102 | 0.10% | 23,040,032 | Jun 30, 2024 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 0.03% | 5.06% | 208,223 | -51,571 | -19.85% | 48,214,036 | Jun 30, 2024 |
| BANYAN CAPITAL MANAGEMENT, INC. | 0.01% | 5.01% | 35,796 | -11,754 | -24.72% | 8,288,564 | Jun 30, 2024 |
| HI-LINE CAPITAL MANAGEMENT, LLC | 0.01% | 4.75% | 48,802 | -2,547 | -4.96% | 11,300,103 | Jun 30, 2024 |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 0.37% | 4.58% | 2,689,295 | 784,472 | 41.18% | 622,706,257 | Jun 30, 2024 |
The largest American Express shareholder by % of total assets is AQUAMARINE ZURICH AG. The company owns 210.00K shares of American Express (AXP), representing 18.52% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.88% | 0.22% | 6,366,820 | 6,366,820 | 100.00% | 1,474,237,171 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.32% | 0.19% | 9,522,893 | 5,559,414 | 140.27% | 2,205,025,919 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 0.50% | 0.14% | 3,626,219 | 3,626,219 | 100.00% | 839,651,009 | Jun 30, 2024 |
| FMR LLC | 1.41% | 0.15% | 10,137,605 | 2,032,238 | 25.07% | 2,347,362,499 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.61% | 0.29% | 4,367,813 | 927,944 | 26.98% | 1,011,367,102 | Jun 30, 2024 |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 0.37% | 4.58% | 2,689,295 | 784,472 | 41.18% | 622,706,257 | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 0.12% | 0.82% | 851,431 | 768,301 | 924.22% | 197,149,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.27% | 0.25% | 9,136,403 | 688,962 | 8.16% | 2,115,535,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.10% | 0.03% | 686,044 | 686,044 | 100.00% | 158,853,488 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.66% | 0.19% | 4,790,625 | 684,145 | 16.66% | 1,109,268,987 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.20% | 0.62% | 1,405,800 | 514,700 | 57.76% | 325,512,990 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.16% | 0.26% | 1,164,098 | 486,755 | 71.86% | 269,546,892 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.10% | 0.27% | 741,812 | 481,468 | 184.94% | 171,766,568 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.20% | 0.25% | 1,469,306 | 429,463 | 41.30% | 340,217,884 | Jun 30, 2024 |
| CLEAR STREET LLC | 0.06% | 0.93% | 425,000 | 425,000 | 100.00% | 98,409,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.89% | 0.24% | 13,633,725 | 346,826 | 2.61% | 3,156,890,004 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.12% | 0.71% | 854,256 | 293,717 | 52.40% | 197,802,977 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.13% | 0.21% | 904,099 | 292,003 | 47.71% | 209,343,117 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.06% | 0.13% | 407,243 | 280,343 | 220.92% | 95,205,601 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.07% | 0.26% | 471,189 | 255,503 | 118.46% | 109,103,817 | Jun 30, 2024 |
As of Jun 30 2024, American Express's largest institutional buyer is NORGES BANK. The company purchased 6.37M stocks of AXP, valued at $1.47B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 0.13% | 0.37% | 931,742 | -3,052,401 | -76.61% | 215,744,975 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.65% | 0.79% | 19,107,313 | -2,913,549 | -13.23% | 4,424,298,327 | Jun 30, 2024 |
| BARCLAYS PLC | 0.31% | 0.16% | 2,212,693 | -1,467,573 | -39.88% | 512,349,000 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.40% | 0.84% | 2,895,222 | -1,180,166 | -28.96% | 670,387,000 | Jun 30, 2024 |
| BLACKROCK INC. | 5.81% | 0.22% | 41,897,299 | -1,171,676 | -2.72% | 9,701,319,533 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.11% | 0.18% | 823,321 | -912,812 | -52.58% | 190,639,977 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.15% | 0.09% | 1,054,185 | -813,048 | -43.54% | 244,096,537 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.01% | 84,848 | -743,368 | -89.76% | 19,646,554 | Jun 30, 2024 |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 0.36% | 4.47% | 2,604,574 | -555,175 | -17.57% | 603,089,110 | Jun 30, 2024 |
| INVESCO LTD. | 0.71% | 0.25% | 5,098,226 | -457,461 | -8.23% | 1,180,494,088 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.27% | 0.28% | 1,956,948 | -408,351 | -17.26% | 453,220,486 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 0.05% | 0.49% | 363,803 | -402,542 | -52.53% | 84,238,536 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.00% | 0.02% | 35,000 | -397,690 | -91.91% | 8,104,250 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.07% | 0.04% | 540,758 | -357,295 | -39.79% | 125,212,515 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.23% | 0.90% | 8,895,914 | -316,442 | -3.44% | 2,059,849,197 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.03% | 0.09% | 240,305 | -303,556 | -55.81% | 55,642,623 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.01% | 0.06% | 45,697 | -298,407 | -86.72% | 10,581,000 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.07% | 0.31% | 519,388 | -296,934 | -36.37% | 120,264,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.06% | 0.30% | 29,284,305 | -290,865 | -0.98% | 6,780,780,823,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.06% | 163,400 | -282,200 | -63.33% | 37,835,270 | Jun 30, 2024 |
As of Jun 30 2024, American Express's biggest institutional seller is HARRIS ASSOCIATES L P. The company sold -3.05M shares of AXP, valued at $215.74M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.88% | 0.22% | 6,366,820 | 6,366,820 | 100.00% | 1,474,237,171 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 0.50% | 0.14% | 3,626,219 | 3,626,219 | 100.00% | 839,651,009 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.10% | 0.03% | 686,044 | 686,044 | 100.00% | 158,853,488 | Jun 30, 2024 |
| CLEAR STREET LLC | 0.06% | 0.93% | 425,000 | 425,000 | 100.00% | 98,409,000 | Jun 30, 2024 |
| GFI INVESTMENT COUNSEL LTD. | 0.02% | 5.43% | 179,399 | 179,399 | 100.00% | 41,540,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.22% | 169,810 | 169,810 | 100.00% | 39,319,506 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.02% | 0.07% | 133,600 | 133,600 | 100.00% | 30,935,080 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.25% | 94,663 | 94,663 | 100.00% | 21,919,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.05% | 88,299 | 88,299 | 100.00% | 20,445,633 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.00% | 85,396 | 85,396 | 100.00% | 7,425,000 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.01% | 0.01% | 63,800 | 63,800 | 100.00% | 14,772,890 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.03% | 62,300 | 62,300 | 100.00% | 14,425,565 | Jun 30, 2024 |
| 0.01% | 0.38% | 56,948 | 56,948 | 100.00% | 13,186,175 | Jun 30, 2024 | |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.22% | 43,814 | 43,814 | 100.00% | 10,145,132 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.19% | 40,388 | 40,388 | 100.00% | 9,351,841 | Jun 30, 2024 |
| SHELTER INS RETIREMENT PLAN | 0.01% | 2.18% | 39,885 | 39,885 | 100.00% | 9,235,372 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.01% | 1.13% | 38,155 | 38,155 | 100.00% | 8,921,043 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.89% | 31,639 | 31,639 | 100.00% | 7,326,010 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.26% | 31,441 | 31,441 | 100.00% | 7,280,251 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 0.00% | 0.02% | 29,561 | 29,561 | 100.00% | 6,844,850 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.00% | 0.24% | 28,457 | 28,457 | 100.00% | 6,589,218 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.05% | 21,839 | 21,839 | 100.00% | 5,056,820 | Jun 30, 2024 |
| L1 CAPITAL INTERNATIONAL PTY LTD | 0.00% | 1.99% | 21,292 | 21,292 | 100.00% | 4,978,283 | Jun 30, 2024 |
| NWK GROUP, INC. | 0.00% | 2.00% | 20,575 | 20,575 | 100.00% | 4,764,141 | Jun 30, 2024 |
| BDF-GESTION | 0.00% | 0.43% | 19,515 | 19,515 | 100.00% | 4,518,698 | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.00% | 0.46% | 18,295 | 18,295 | 100.00% | 4,236,000 | Jun 30, 2024 |
| 0.00% | 0.44% | 15,562 | 15,562 | 100.00% | 3,515,705 | Jun 30, 2024 | |
| 0.00% | 2.45% | 14,547 | 14,547 | 100.00% | 3,368,358 | Jun 30, 2024 | |
| COOKSON PEIRCE & CO INC | 0.00% | 0.16% | 14,275 | 14,275 | 100.00% | 3,305,377 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL, INC./CA/ | 0.00% | 0.04% | 13,792 | 13,792 | 100.00% | 3,193,538 | Jun 30, 2024 |
| FORTIS GROUP ADVISORS, LLC | 0.00% | 0.60% | 13,065 | 13,065 | 100.00% | 3,025,201 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.08% | 11,921 | 11,921 | 100.00% | 240,396 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.03% | 11,100 | 11,100 | 100.00% | 2,570,205 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.05% | 10,905 | 10,905 | 100.00% | 2,525,053 | Jun 30, 2024 |
| TKG ADVISORS, LLC | 0.00% | 1.05% | 8,337 | 8,337 | 100.00% | 1,930,432 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.19% | 8,199 | 8,199 | 100.00% | 1,898,479 | Jun 30, 2024 |
| HORIZON INVESTMENT SERVICES, LLC | 0.00% | 0.89% | 8,171 | 8,171 | 100.00% | 1,891,995 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.32% | 7,745 | 7,745 | 100.00% | 1,793,355 | Jun 30, 2024 |
| 0.00% | 1.60% | 7,558 | 7,558 | 100.00% | 1,750,055 | Jun 30, 2024 | |
| IBEX WEALTH ADVISORS | 0.00% | 0.27% | 7,410 | 7,410 | 100.00% | 1,715,869 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.08% | 7,345 | 7,345 | 100.00% | 1,700,735 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.20% | 6,553 | 6,553 | 100.00% | 1,517,275 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.11% | 6,040 | 6,040 | 100.00% | 1,399,000 | Jun 30, 2024 |
| HIGHVIEW CAPITAL MANAGEMENT LLC/DE/ | 0.00% | 0.51% | 5,277 | 5,277 | 100.00% | 1,221,889 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.07% | 5,201 | 5,201 | 100.00% | 1,204,292 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.15% | 5,136 | 5,136 | 100.00% | 1,189,000 | Jun 30, 2024 |
| WESTERN FINANCIAL CORP/CA | 0.00% | 0.65% | 4,622 | 4,622 | 100.00% | 1,070,224 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.43% | 4,505 | 4,505 | 100.00% | 1,043,133 | Jun 30, 2024 |
| STAMOS CAPITAL PARTNERS, L.P. | 0.00% | 0.22% | 4,500 | 4,500 | 100.00% | 1,041,975 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.52% | 4,386 | 4,386 | 100.00% | 1,056,864 | Jun 30, 2024 |
| CAPRICORN FUND MANAGERS LTD | 0.00% | 0.71% | 4,330 | 4,330 | 100.00% | 1,002,612 | Jun 30, 2024 |
| PGIM CUSTOM HARVEST LLC | 0.00% | 0.02% | 4,307 | 4,307 | 100.00% | 997,286 | Jun 30, 2024 |
| CSS LLC/IL | 0.00% | 0.05% | 4,000 | 4,000 | 100.00% | 926,200 | Jun 30, 2024 |
| 0.00% | 0.46% | 3,800 | 3,800 | 100.00% | 832,685 | Jun 30, 2024 | |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.30% | 3,792 | 3,792 | 100.00% | 877,993 | Jun 30, 2024 |
| CFO4LIFE GROUP, LLC | 0.00% | 0.16% | 3,654 | 3,654 | 100.00% | 846,084 | Jun 30, 2024 |
| PARKSIDE INVESTMENTS, LLC | 0.00% | 0.13% | 3,500 | 3,500 | 100.00% | 810,425 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.09% | 3,481 | 3,481 | 100.00% | 806,026 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.02% | 3,100 | 3,100 | 100.00% | 717,805 | Jun 30, 2024 |
| XR SECURITIES LLC | 0.00% | 0.12% | 2,922 | 2,922 | 100.00% | 676,589 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.25% | 2,863 | 2,863 | 100.00% | 662,928 | Jun 30, 2024 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 0.00% | 0.09% | 2,814 | 2,814 | 100.00% | 651,582 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.09% | 2,706 | 2,706 | 100.00% | 626,574 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.26% | 2,629 | 2,629 | 100.00% | 608,745 | Jun 30, 2024 |
| BALBOA WEALTH PARTNERS | 0.00% | 0.16% | 2,604 | 2,604 | 100.00% | 602,993 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 2,538 | 2,538 | 100.00% | 587,714 | Jun 30, 2024 |
| HENDLEY & CO INC | 0.00% | 0.21% | 2,500 | 2,500 | 100.00% | 579,000 | Jun 30, 2024 |
| CYNDEO WEALTH PARTNERS, LLC | 0.00% | 0.04% | 2,176 | 2,176 | 100.00% | 503,853 | Jun 30, 2024 |
| SKYE GLOBAL MANAGEMENT LP | 0.00% | 0.01% | 2,100 | 2,100 | 100.00% | 486,255 | Jun 30, 2024 |
| U S GLOBAL INVESTORS INC | 0.00% | 0.05% | 2,100 | 2,100 | 100.00% | 486,255 | Jun 30, 2024 |
| AXQ CAPITAL, LP | 0.00% | 0.11% | 2,085 | 2,085 | 100.00% | 482,782 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.00% | 0.00% | 1,900 | 1,900 | 100.00% | 439,945 | Jun 30, 2024 |
| 0.00% | 0.12% | 1,896 | 1,896 | 100.00% | 439,019 | Jun 30, 2024 | |
| WEAVER CAPITAL MANAGEMENT LLC | 0.00% | 0.14% | 1,818 | 1,818 | 100.00% | 420,958 | Jun 30, 2024 |
| 0.00% | 0.25% | 1,793 | 1,793 | 100.00% | 415,169 | Jun 30, 2024 | |
| EVERGREEN WEALTH SOLUTIONS, LLC | 0.00% | 0.28% | 1,734 | 1,734 | 100.00% | 401,508 | Jun 30, 2024 |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 0.00% | 0.13% | 1,647 | 1,647 | 100.00% | 381,363 | Jun 30, 2024 |
| TRILOGY CAPITAL INC. | 0.00% | 0.02% | 1,608 | 1,608 | 100.00% | 372,332 | Jun 30, 2024 |
| GENESEE CAPITAL ADVISORS, LLC | 0.00% | 0.18% | 1,567 | 1,567 | 100.00% | 362,839 | Jun 30, 2024 |
| FORMIDABLE ASSET MANAGEMENT, LLC | 0.00% | 0.06% | 1,559 | 1,559 | 100.00% | 360,986 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.07% | 1,482 | 1,482 | 100.00% | 343,056 | Jun 30, 2024 |
| KOSS-OLINGER CONSULTING, LLC | 0.00% | 0.03% | 1,414 | 1,414 | 100.00% | 327,000 | Jun 30, 2024 |
| COOPER FINANCIAL GROUP | 0.00% | 0.05% | 1,379 | 1,379 | 100.00% | 319,283 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL SARL | 0.00% | 0.01% | 1,375 | 1,375 | 100.00% | 318,381 | Jun 30, 2024 |
| MANCHESTER FINANCIAL INC | 0.00% | 0.07% | 1,264 | 1,264 | 100.00% | 292,727 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 1,246 | 1,246 | 100.00% | 288,527 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.22% | 1,220 | 1,220 | 100.00% | 282,491 | Jun 30, 2024 |
| MAIA WEALTH LLC | 0.00% | 0.09% | 1,173 | 1,173 | 100.00% | 286,134 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.01% | 1,070 | 1,070 | 100.00% | 247,759 | Jun 30, 2024 |
| LINEWEAVER WEALTH ADVISORS, LLC | 0.00% | 0.05% | 1,058 | 1,058 | 100.00% | 245,279 | Jun 30, 2024 |
| HIBERNIA WEALTH PARTNERS, LLC | 0.00% | 0.08% | 1,048 | 1,048 | 100.00% | 242,434 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.00% | 0.18% | 1,047 | 1,047 | 100.00% | 242,433 | Jun 30, 2024 |
| OLD PORT ADVISORS | 0.00% | 0.07% | 1,040 | 1,040 | 100.00% | 240,812 | Jun 30, 2024 |
| TANG CAPITAL MANAGEMENT LLC | 0.00% | 0.02% | 1,001 | 1,001 | 100.00% | 231,667 | Jun 30, 2024 |
| AUTUMN GLORY PARTNERS, LLC | 0.00% | 0.12% | 1,000 | 1,000 | 100.00% | 231,550 | Jun 30, 2024 |
| DEMPZE NANCY E | 0.00% | 0.16% | 1,000 | 1,000 | 100.00% | 231,550 | Jun 30, 2024 |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 984 | 984 | 100.00% | 227,845 | Jun 30, 2024 |
| OCTAVIA WEALTH ADVISORS, LLC | 0.00% | 0.03% | 958 | 958 | 100.00% | 221,825 | Jun 30, 2024 |
| ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.22% | 950 | 950 | 100.00% | 219,973 | Jun 30, 2024 |
| MILL CREEK CAPITAL ADVISORS, LLC | 0.00% | 0.01% | 947 | 947 | 100.00% | 219,278 | Jun 30, 2024 |
American Express's largest new institutional shareholder by number of shares is NORGES BANK, purchased 6.37M shares, valued at $1.47B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOUTHPOINT CAPITAL ADVISORS LP | - | - | - | -270,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -186,721 | -100.00% | - | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -180,745 | -100.00% | - | Jun 30, 2024 |
| CREDIT AGRICOLE S A | - | - | - | -125,000 | -100.00% | - | Jun 30, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | - | - | - | -120,702 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -100,668 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -90,539 | -100.00% | - | Jun 30, 2024 |
| KILTEARN PARTNERS LLP | - | - | - | -50,523 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL AVENGERS, INC. | - | - | - | -44,756 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -44,700 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -42,600 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -31,500 | -100.00% | - | Jun 30, 2024 |
| HOLOWESKO PARTNERS LTD. | - | - | - | -31,000 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -23,065 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -17,900 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -17,510 | -100.00% | - | Jun 30, 2024 |
| BULLTICK WEALTH MANAGEMENT, LLC | - | - | - | -16,356 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -13,500 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -13,320 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -12,942 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -12,782 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -11,600 | -100.00% | - | Jun 30, 2024 |
| WORTH ASSET MANAGEMENT, LLC | - | - | - | -11,287 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -10,735 | -100.00% | - | Jun 30, 2024 |
| PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD | - | - | - | -9,129 | -100.00% | - | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | - | - | - | -8,263 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -8,247 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -7,101 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -6,326 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -6,235 | -100.00% | - | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -5,853 | -100.00% | - | Jun 30, 2024 |
| MIZUHO MARKETS CAYMAN LP | - | - | - | -5,727 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -4,473 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -4,202 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -4,100 | -100.00% | - | Jun 30, 2024 |
| RIVER & MERCANTILE ASSET MANAGEMENT LLP | - | - | - | -3,803 | -100.00% | - | Jun 30, 2024 |
| PASSUMPSIC SAVINGS BANK | - | - | - | -3,734 | -100.00% | - | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | - | - | - | -3,653 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -3,371 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -3,288 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -3,196 | -100.00% | - | Jun 30, 2024 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -3,167 | -100.00% | - | Jun 30, 2024 |
| MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -3,015 | -100.00% | - | Jun 30, 2024 |
| MITCHELL SINKLER & STARR/PA | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -2,884 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -2,614 | -100.00% | - | Jun 30, 2024 |
| HC ADVISORS, LLC | - | - | - | -2,114 | -100.00% | - | Jun 30, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | - | - | - | -2,019 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -1,989 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -1,978 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -1,828 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -1,791 | -100.00% | - | Jun 30, 2024 |
| GREENWOOD CAPITAL ASSOCIATES LLC | - | - | - | -1,786 | -100.00% | - | Jun 30, 2024 |
| FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -1,775 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| BAKER BOYER NATIONAL BANK | - | - | - | -1,678 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -1,659 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -1,613 | -100.00% | - | Jun 30, 2024 |
| OVERBROOK MANAGEMENT CORP | - | - | - | -1,583 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -1,556 | -100.00% | - | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -1,453 | -100.00% | - | Jun 30, 2024 |
| ROUND HILL ASSET MANAGEMENT | - | - | - | -1,432 | -100.00% | - | Jun 30, 2024 |
| EAGLE STRATEGIES LLC | - | - | - | -1,431 | -100.00% | - | Jun 30, 2024 |
| ENVOI LLC | - | - | - | -1,350 | -100.00% | - | Jun 30, 2024 |
| CASCADE INVESTMENT GROUP, INC. | - | - | - | -1,320 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -1,302 | -100.00% | - | Jun 30, 2024 |
| NICHOLS & PRATT ADVISERS LLP /MA | - | - | - | -1,250 | -100.00% | - | Jun 30, 2024 |
| BEAM WEALTH ADVISORS, INC. | - | - | - | -1,226 | -100.00% | - | Jun 30, 2024 |
| CARMEL CAPITAL PARTNERS, LLC | - | - | - | -1,201 | -100.00% | - | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -1,183 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -1,121 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -1,118 | -100.00% | - | Jun 30, 2024 |
| RAM INVESTMENT PARTNERS, LLC | - | - | - | -1,089 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -1,078 | -100.00% | - | Jun 30, 2024 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | - | - | - | -1,039 | -100.00% | - | Jun 30, 2024 |
| ZEGA FINANCIAL, LLC | - | - | - | -1,030 | -100.00% | - | Jun 30, 2024 |
| CENTRAL VALLEY ADVISORS, LLC | - | - | - | -1,007 | -100.00% | - | Jun 30, 2024 |
| COHO PARTNERS, LTD. | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| WEALTHSTAR ADVISORS, LLC | - | - | - | -998 | -100.00% | - | Jun 30, 2024 |
| FSA ADVISORS, INC. | - | - | - | -993 | -100.00% | - | Jun 30, 2024 |
| ONYX BRIDGE WEALTH GROUP LLC | - | - | - | -986 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -956 | -100.00% | - | Jun 30, 2024 |
| ROBERTS WEALTH ADVISORS, LLC | - | - | - | -950 | -100.00% | - | Jun 30, 2024 |
| MARATHON CAPITAL MANAGEMENT | - | - | - | -945 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -936 | -100.00% | - | Jun 30, 2024 |
| CAP PARTNERS, LLC | - | - | - | -927 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -925 | -100.00% | - | Jun 30, 2024 |
| ALTERNA WEALTH MANAGEMENT, INC | - | - | - | -920 | -100.00% | - | Jun 30, 2024 |
| CM WEALTH ADVISORS LLC | - | - | - | -910 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL ENGINES ADVISORS L.L.C. | - | - | - | -895 | -100.00% | - | Jun 30, 2024 |
| WEALTH EFFECTS LLC | - | - | - | -880 | -100.00% | - | Jun 30, 2024 |
| GOEPPER BURKHARDT LLC | - | - | - | -850 | -100.00% | - | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | - | - | - | -518 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -497 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -315 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -315 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -313 | -100.00% | - | Jun 30, 2024 |
| QUINTET PRIVATE BANK (EUROPE) S.A. | - | - | - | -259 | -100.00% | - | Jun 30, 2024 |
American Express's largest sold out institutional shareholder by shares sold is SOUTHPOINT CAPITAL ADVISORS LP, sold -0.27M shares, valued at -, as of undefined.
American Express Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PARNASSUS INCOME FUNDS | 57.61% | 333,020,182 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 42.68% | 6,990,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 16.79% | 2,750,000 | - | - | Jan 31, 2024 |
| HIGHLAND FUNDS II | 11.42% | 169,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 10.19% | 5,316,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 8.49% | 1,391,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 7.94% | 1,300,000 | - | - | Jan 31, 2024 |
| Atlas U.S. Tactical Income Fund | 6.03% | 4,000,000 | - | - | Mar 31, 2024 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3.33% | 5,711,694 | 372,222 | 6.97% | Jan 31, 2024 |
| SPARROW FUNDS | 2.75% | 9,800 | 2,020 | 25.96% | Feb 29, 2024 |
| Nuveen Dow 30sm Dynamic Overwrite Fund | 2.60% | 98,761 | -4,051 | -3.94% | Mar 31, 2024 |
| UBS Series Funds | 2.45% | 10,538,000 | - | - | Jan 31, 2024 |
| UBS Series Funds | 2.33% | 10,000,000 | - | - | Jan 31, 2024 |
| UBS Series Funds | 2.33% | 10,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.11% | 1,100,000 | - | - | Mar 31, 2024 |
| Eubel Brady & Suttman Mutual Fund Trust | 2.00% | 11,500,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.71% | 892,000 | - | - | Mar 31, 2024 |
| LMP CAPITAL & INCOME FUND INC. | 1.68% | 500,000 | - | - | Feb 29, 2024 |
| ALGER GLOBAL FOCUS FUND | 1.60% | 4,600 | - | - | Jan 31, 2024 |
| CM ADVISORS FAMILY OF FUNDS | 1.60% | 390,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.58% | 825,000 | - | - | Mar 31, 2024 |
| Leader Funds Trust | 1.56% | 1,000,000 | - | - | Aug 31, 2022 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 1.55% | 10,500,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| HSBC FUNDS | 1.49% | 48,000 | - | - | Jan 31, 2024 |
| Stock Portfolio | 1.40% | 86,260 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 1.34% | 500,000 | - | - | Dec 31, 2023 |
| UBS Series Funds | 1.25% | 5,366,000 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 1.24% | 3,000,000 | 3,000,000 | - | Jan 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 1.19% | 8,000,000 | - | - | Jan 31, 2024 |
| ALGER FUNDS II | 1.18% | 266,317 | - | - | Jan 31, 2024 |
| UBS Series Funds | 1.16% | 5,000,000 | - | - | Jan 31, 2024 |
| Investment House Funds | 1.05% | 11,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 1.05% | 119,865 | - | - | Jan 31, 2024 |
| BNY MELLON APPRECIATION FUND, INC. | 1.00% | 228,800 | - | - | Mar 31, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 0.99% | 2,995,000 | - | - | Mar 31, 2024 |
| Invesco Management Trust | 0.99% | 18,663,000 | - | - | Feb 29, 2024 |
| GABELLI VALUE 25 FUND INC | 0.99% | 75,000 | -1,000 | -1.32% | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Invesco Management Trust | 0.84% | 15,910,000 | - | - | Feb 29, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.84% | 12,861,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.77% | 177,923 | - | - | Jan 31, 2024 |
| Mairs & Power Funds Trust | 0.76% | 3,000,000 | - | - | Mar 31, 2022 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.74% | 4,025,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.73% | 383,051 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.72% | 4,160,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.71% | 3,115,000 | - | - | Jan 31, 2024 |
| ABERDEEN INVESTMENT FUNDS | 0.71% | 1,080,000 | - | - | Oct 31, 2021 |
| LKCM Funds | 0.70% | 2,650,000 | - | - | Mar 31, 2024 |
| LKCM Funds | 0.66% | 2,500,000 | - | - | Mar 31, 2024 |
| Nuveen Preferred & Income Fund | 0.65% | 720,000 | - | - | Oct 31, 2023 |
| ActiveShares ETF Trust | 0.62% | 540 | -11 | -2.00% | Mar 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.62% | 152,027 | - | - | Dec 31, 2023 |
| Tax-Managed Value Portfolio | 0.61% | 59,190 | - | - | Jan 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.61% | 3,500,000 | - | - | Mar 31, 2024 |
| TORRAY FUND | 0.57% | 72,253 | - | - | Sep 30, 2022 |
| BNY Mellon Investment Funds VII, Inc. | 0.55% | 630,000 | - | - | Apr 30, 2022 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.54% | 130,000 | - | - | Mar 31, 2024 |
| LKCM Funds | 0.53% | 2,000,000 | - | - | Mar 31, 2024 |
| LKCM Funds | 0.53% | 2,000,000 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.52% | -9,906 | - | - | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.52% | 39,000,000 | - | - | Feb 29, 2024 |
| Natixis ETF Trust | 0.52% | 105,000 | - | - | Mar 31, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.51% | 165,800 | - | - | Dec 31, 2023 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | 2,500,000 | - | Mar 28, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.50% | 1,030,000 | - | - | Mar 31, 2024 |
| Smead Funds Trust | 0.50% | 1,523,432 | 28,125 | 1.88% | Feb 29, 2024 |
| Northern Lights Fund Trust | 0.50% | 40,000,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.49% | 15,609 | -3,438 | -18.05% | Mar 31, 2024 |
| Invesco Management Trust | 0.49% | 9,200,000 | - | - | Feb 29, 2024 |
| MP63 FUND INC | 0.47% | 4,981 | -300 | -5.68% | Feb 29, 2024 |
| JNL INVESTORS SERIES TRUST | 0.45% | 1,500,000 | - | - | Sep 30, 2020 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.45% | 366,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.44% | 1,300,000 | - | - | Jan 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.43% | 354,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.43% | 353,000 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST II | 0.43% | 731,192 | -17,766 | -2.37% | Jan 31, 2024 |
| PIONEER SERIES TRUST X | 0.43% | 23,740,000 | - | - | Mar 28, 2024 |
| GABELLI DIVIDEND GROWTH FUND | 0.43% | 4,000 | - | - | Dec 29, 2023 |
| American Beacon Institutional Funds Trust | 0.42% | 865,000 | - | - | Jan 31, 2024 |
| Nuveen Preferred & Income Term Fund | 0.42% | 2,320,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust | 0.42% | 85,000 | - | - | Mar 31, 2024 |
| DIREXION FUNDS | 0.42% | 610,000 | - | - | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.41% | 1,000,000 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.41% | 1,000,000 | - | - | Jan 31, 2024 |
| Gabelli ESG Fund, Inc. | 0.40% | 3,300 | -500 | -13.16% | Dec 29, 2023 |
| GABELLI ASSET FUND | 0.40% | 144,400 | -3,200 | -2.17% | Dec 29, 2023 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.38% | 17,000,000 | - | - | Jan 31, 2024 |
| iShares U.S. ETF Trust | 0.38% | 44,833,000 | 37,233,000 | 489.91% | Jan 31, 2024 |
| BlackRock Unconstrained Equity Fund | 0.37% | 70,554 | - | - | Jan 31, 2024 |
| PIONEER SERIES TRUST XI | 0.37% | 186,084 | - | - | Mar 28, 2024 |
| Value Line Core Bond Fund | 0.37% | 155,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.36% | 1,856,127 | 61,866 | 3.45% | Mar 31, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.36% | 15,909,000 | - | - | Jan 31, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.36% | 505,100 | - | - | Jan 31, 2024 |
| HOMESTEAD FUNDS INC | 0.36% | 1,950,000 | 1,950,000 | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.36% | 4,050 | - | - | Mar 31, 2023 |
| Value Line Core Bond Fund | 0.36% | 150,000 | 150,000 | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.35% | 5,590,000 | - | - | Jan 31, 2024 |
American Express's largest mutual fund holder by % of total assets is "PARNASSUS INCOME FUNDS", owning 333.02M shares, compromising 57.61% of its total assets.
American Express Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 2,302 | -2.17% |
| 31 Mar, 24 | 2,353 | 5.61% |
| 31 Dec, 23 | 2,228 | 8.79% |
| 30 Sep, 23 | 2,048 | -2.01% |
| 30 Jun, 23 | 2,090 | -0.52% |
| 31 Mar, 23 | 2,101 | 2.54% |
| 31 Dec, 22 | 2,049 | 4.06% |
| 30 Sep, 22 | 1,969 | -2.57% |
| 30 Jun, 22 | 2,021 | -4.85% |
| 31 Mar, 22 | 2,124 | 3.66% |
| 31 Dec, 21 | 2,049 | 5.84% |
| 30 Sep, 21 | 1,936 | 1.79% |
| 30 Jun, 21 | 1,902 | 3.65% |
| 31 Mar, 21 | 1,835 | 3.15% |
| 31 Dec, 20 | 1,779 | 9.81% |
| 30 Sep, 20 | 1,620 | -1.28% |
| 30 Jun, 20 | 1,641 | 2.88% |
| 31 Mar, 20 | 1,595 | -8.12% |
| 31 Dec, 19 | 1,736 | 5.79% |
| 30 Sep, 19 | 1,641 | - |
| 30 Jun, 19 | 1,641 | -0.24% |
| 31 Mar, 19 | 1,645 | 4.25% |
| 31 Dec, 18 | 1,578 | 4.64% |
| 30 Sep, 18 | 1,508 | 1.28% |
| 30 Jun, 18 | 1,489 | -0.20% |
| 31 Mar, 18 | 1,492 | 0.54% |
| 31 Dec, 17 | 1,484 | 9.60% |
| 30 Sep, 17 | 1,354 | 2.03% |
| 30 Jun, 17 | 1,327 | 0.99% |
| 31 Mar, 17 | 1,314 | -0.38% |
| 31 Dec, 16 | 1,319 | 5.02% |
| 30 Sep, 16 | 1,256 | 0.56% |
| 30 Jun, 16 | 1,249 | -1.19% |
| 31 Mar, 16 | 1,264 | -5.74% |
| 31 Dec, 15 | 1,341 | - |
| 30 Sep, 15 | 1,341 | -0.74% |
| 30 Jun, 15 | 1,351 | -1.39% |
| 31 Mar, 15 | 1,370 | 0.07% |
| 31 Dec, 14 | 1,369 | 6.29% |
| 30 Sep, 14 | 1,288 | 1.50% |
| 30 Jun, 14 | 1,269 | 0.08% |
| 31 Mar, 14 | 1,268 | 1.85% |
| 31 Dec, 13 | 1,245 | 8.17% |
| 30 Sep, 13 | 1,151 | 2.49% |
| 30 Jun, 13 | 1,123 | 119.34% |
| 31 Mar, 13 | 512 | 1.99% |
| 31 Dec, 12 | 502 | 5.24% |
| 30 Sep, 12 | 477 | 3.25% |
| 30 Jun, 12 | 462 | 1.99% |
| 31 Mar, 12 | 453 | 0.22% |
| 31 Dec, 11 | 452 | 15.60% |
| 30 Sep, 11 | 391 | -0.51% |
| 30 Jun, 11 | 393 | 6.79% |
| 31 Mar, 11 | 368 | 0.55% |
| 31 Dec, 10 | 366 | 13.31% |
| 30 Sep, 10 | 323 | 5.90% |
| 30 Jun, 10 | 305 | - |
| 31 Mar, 10 | 305 | 5.54% |
| 31 Dec, 09 | 289 | -1.37% |
| 30 Sep, 09 | 293 | 2.81% |
| 30 Jun, 09 | 285 | 10.47% |
| 31 Mar, 09 | 258 | -4.44% |
| 31 Dec, 08 | 270 | -7.85% |
| 30 Sep, 08 | 293 | -4.56% |
| 30 Jun, 08 | 307 | -3.76% |
| 31 Mar, 08 | 319 | -2.74% |
| 31 Dec, 07 | 328 | 10.81% |
| 30 Sep, 07 | 296 | -1.00% |
| 30 Jun, 07 | 299 | -1.64% |
| 31 Mar, 07 | 304 | 1.67% |
| 31 Dec, 06 | 299 | 13.69% |
| 30 Sep, 06 | 263 | -3.66% |
| 30 Jun, 06 | 273 | -4.21% |
| 31 Mar, 06 | 285 | 2.52% |
| 31 Dec, 05 | 278 | 0.72% |
| 30 Sep, 05 | 276 | 5.34% |
| 30 Jun, 05 | 262 | 8.71% |
| 31 Mar, 05 | 241 | 6.64% |
| 31 Dec, 04 | 226 | 10.24% |
| 30 Sep, 04 | 205 | 1.49% |
| 30 Jun, 04 | 202 | -11.01% |
| 31 Mar, 04 | 227 | 5.09% |
| 31 Dec, 03 | 216 | 8.00% |
| 30 Sep, 03 | 200 | 11.73% |
| 30 Jun, 03 | 179 | 4.68% |
| 31 Mar, 03 | 171 | -3.93% |
| 31 Dec, 02 | 178 | 9.20% |
| 30 Sep, 02 | 163 | -6.86% |
| 30 Jun, 02 | 175 | 10.76% |
| 31 Mar, 02 | 158 | 19.70% |
| 31 Dec, 01 | 132 | 3.94% |
| 30 Sep, 01 | 127 | -6.62% |
| 30 Jun, 01 | 136 | 0.74% |
| 31 Mar, 01 | 135 | 7.14% |
| 31 Dec, 00 | 126 | 5.00% |
| 30 Sep, 00 | 120 | 8.11% |
| 30 Jun, 00 | 111 | 8.82% |
| 31 Mar, 00 | 102 | 6.25% |
| 31 Dec, 99 | 96 | -1.03% |
| 30 Sep, 99 | 97 | 8.99% |
| 30 Jun, 99 | 89 | 30.88% |
| 31 Mar, 99 | 68 | 750.00% |
| 31 Dec, 98 | 8 | - |
As of 30 Jun 24, 2,302 institutions are holding American Express's shares, representing a decrease of -2.17% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 600,087,943 | 0.19% |
| 31 Mar, 24 | 598,924,181 | -1.95% |
| 31 Dec, 23 | 610,831,440 | 1.26% |
| 30 Sep, 23 | 603,255,005 | -2.39% |
| 30 Jun, 23 | 618,012,813 | -0.73% |
| 31 Mar, 23 | 622,545,953 | -0.13% |
| 31 Dec, 22 | 623,366,246 | -0.86% |
| 30 Sep, 22 | 628,768,121 | -0.69% |
| 30 Jun, 22 | 633,135,977 | -1.22% |
| 31 Mar, 22 | 640,977,870 | -0.93% |
| 31 Dec, 21 | 647,010,279 | -2.14% |
| 30 Sep, 21 | 661,137,187 | -2.79% |
| 30 Jun, 21 | 680,079,701 | 0.05% |
| 31 Mar, 21 | 679,738,216 | -0.29% |
| 31 Dec, 20 | 681,705,366 | -0.28% |
| 30 Sep, 20 | 683,592,814 | -0.30% |
| 30 Jun, 20 | 685,646,993 | -0.58% |
| 31 Mar, 20 | 689,680,660 | 0.34% |
| 31 Dec, 19 | 687,353,845 | -1.25% |
| 30 Sep, 19 | 696,041,375 | -1.69% |
| 30 Jun, 19 | 707,985,073 | -0.18% |
| 31 Mar, 19 | 709,243,699 | -1.40% |
| 31 Dec, 18 | 719,279,886 | 0.09% |
| 30 Sep, 18 | 718,627,192 | -0.83% |
| 30 Jun, 18 | 724,647,605 | 0.32% |
| 31 Mar, 18 | 722,358,218 | -0.83% |
| 31 Dec, 17 | 728,433,495 | -0.97% |
| 30 Sep, 17 | 735,554,781 | -0.88% |
| 30 Jun, 17 | 742,054,232 | -0.76% |
| 31 Mar, 17 | 747,714,705 | -0.86% |
| 31 Dec, 16 | 754,216,276 | -1.16% |
| 30 Sep, 16 | 763,105,342 | -1.09% |
| 30 Jun, 16 | 771,518,599 | -4.42% |
| 31 Mar, 16 | 807,208,754 | 0.18% |
| 31 Dec, 15 | 805,772,809 | -2.66% |
| 30 Sep, 15 | 827,760,264 | 1.07% |
| 30 Jun, 15 | 819,006,408 | -6.39% |
| 31 Mar, 15 | 874,878,924 | 2.65% |
| 31 Dec, 14 | 852,314,764 | 1.11% |
| 30 Sep, 14 | 842,953,737 | -3.54% |
| 30 Jun, 14 | 873,878,925 | -0.35% |
| 31 Mar, 14 | 876,945,723 | -1.03% |
| 31 Dec, 13 | 886,110,210 | 0.18% |
| 30 Sep, 13 | 884,482,237 | 6.85% |
| 30 Jun, 13 | 827,781,296 | 198.26% |
| 31 Mar, 13 | 277,538,542 | -80.21% |
| 31 Dec, 12 | 1,402,427,051 | 380.77% |
| 30 Sep, 12 | 291,702,179 | -79.56% |
| 30 Jun, 12 | 1,426,976,385 | 488.95% |
| 31 Mar, 12 | 242,289,787 | -82.65% |
| 31 Dec, 11 | 1,396,542,692 | 388.87% |
| 30 Sep, 11 | 285,664,715 | 2.58% |
| 30 Jun, 11 | 278,492,425 | -21.84% |
| 31 Mar, 11 | 356,288,428 | 39.91% |
| 31 Dec, 10 | 254,656,332 | -3.68% |
| 30 Sep, 10 | 264,396,343 | -81.73% |
| 30 Jun, 10 | 1,446,964,383 | 495.84% |
| 31 Mar, 10 | 242,842,703 | -17.51% |
| 31 Dec, 09 | 294,374,689 | -8.08% |
| 30 Sep, 09 | 320,243,945 | -78.41% |
| 30 Jun, 09 | 1,483,593,259 | 452.00% |
| 31 Mar, 09 | 268,765,795 | 21.71% |
| 31 Dec, 08 | 220,832,818 | 19.80% |
| 30 Sep, 08 | 184,339,056 | 37.59% |
| 30 Jun, 08 | 133,974,618 | -5.04% |
| 31 Mar, 08 | 141,083,192 | -4.41% |
| 31 Dec, 07 | 147,596,794 | -7.17% |
| 30 Sep, 07 | 159,002,347 | -35.89% |
| 30 Jun, 07 | 248,033,937 | 112.58% |
| 31 Mar, 07 | 116,679,802 | -53.47% |
| 31 Dec, 06 | 250,739,712 | -1.03% |
| 30 Sep, 06 | 253,339,837 | 3.13% |
| 30 Jun, 06 | 245,639,156 | 11.23% |
| 31 Mar, 06 | 220,829,719 | 6.51% |
| 31 Dec, 05 | 207,335,042 | -10.82% |
| 30 Sep, 05 | 232,490,905 | 43.37% |
| 30 Jun, 05 | 162,158,619 | -5.02% |
| 31 Mar, 05 | 170,720,539 | 3.18% |
| 31 Dec, 04 | 165,463,429 | -3.09% |
| 30 Sep, 04 | 170,737,389 | -1.33% |
| 30 Jun, 04 | 173,039,368 | 16.48% |
| 31 Mar, 04 | 148,559,923 | 12.60% |
| 31 Dec, 03 | 131,939,665 | -8.36% |
| 30 Sep, 03 | 143,973,728 | 29.61% |
| 30 Jun, 03 | 111,085,081 | -17.76% |
| 31 Mar, 03 | 135,072,056 | 8.99% |
| 31 Dec, 02 | 123,932,589 | -29.18% |
| 30 Sep, 02 | 174,984,845 | 35.40% |
| 30 Jun, 02 | 129,237,046 | -25.32% |
| 31 Mar, 02 | 173,058,065 | 80.24% |
| 31 Dec, 01 | 96,014,475 | -6.37% |
| 30 Sep, 01 | 102,544,640 | -41.60% |
| 30 Jun, 01 | 175,604,609 | 27.00% |
| 31 Mar, 01 | 138,271,450 | 4.58% |
| 31 Dec, 00 | 132,218,779 | -13.63% |
| 30 Sep, 00 | 153,090,511 | -1.21% |
| 30 Jun, 00 | 154,971,635 | 152.32% |
| 31 Mar, 00 | 61,418,694 | -13.28% |
| 31 Dec, 99 | 70,825,295 | -17.13% |
| 30 Sep, 99 | 85,465,400 | -2.63% |
| 30 Jun, 99 | 87,777,665 | -0.93% |
| 31 Mar, 99 | 88,603,724 | 17560.17% |
| 31 Dec, 98 | 501,715 | - |
American Express (AXP) has 600.09M shares outstanding as of 30 Jun 24, up 0.19% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 83.23% | 1.21% |
| 31 Mar, 24 | 83.07% | 1.17% |
| 31 Dec, 23 | 84.25% | 1.24% |
| 30 Sep, 23 | 82.41% | 1.18% |
| 30 Jun, 23 | 83.52% | 1.19% |
| 31 Mar, 23 | 83.79% | 1.20% |
| 31 Dec, 22 | 83.67% | 1.18% |
| 30 Sep, 22 | 84.06% | 1.19% |
| 30 Jun, 22 | 84.19% | 1.17% |
| 31 Mar, 22 | 84.67% | 1.26% |
| 31 Dec, 21 | 82.00% | 1.16% |
| 30 Sep, 21 | 84.11% | 1.17% |
| 30 Jun, 21 | 84.90% | 1.19% |
| 31 Mar, 21 | 84.54% | 1.18% |
| 31 Dec, 20 | 84.68% | 1.17% |
| 30 Sep, 20 | 85.02% | 1.17% |
| 30 Jun, 20 | 85.28% | 1.17% |
| 31 Mar, 20 | 85.46% | 1.24% |
| 31 Dec, 19 | 83.01% | 1.17% |
| 30 Sep, 19 | 84.37% | 1.17% |
| 30 Jun, 19 | 84.89% | 1.19% |
| 31 Mar, 19 | 84.33% | 1.19% |
| 31 Dec, 18 | 84.03% | 1.20% |
| 30 Sep, 18 | 83.76% | 1.18% |
| 30 Jun, 18 | 84.26% | 1.19% |
| 31 Mar, 18 | 84.09% | 1.24% |
| 31 Dec, 17 | 82.50% | 1.18% |
| 30 Sep, 17 | 83.78% | 1.21% |
| 30 Jun, 17 | 83.38% | 1.21% |
| 31 Mar, 17 | 83.17% | 1.21% |
| 31 Dec, 16 | 82.88% | 1.20% |
| 30 Sep, 16 | 82.95% | 1.23% |
| 30 Jun, 16 | 82.25% | 1.17% |
| 31 Mar, 16 | 84.00% | 1.29% |
| 31 Dec, 15 | 80.66% | 1.16% |
| 30 Sep, 15 | 83.28% | 1.26% |
| 30 Jun, 15 | 81.17% | 1.10% |
| 31 Mar, 15 | 85.86% | 1.29% |
| 31 Dec, 14 | 81.56% | 1.24% |
| 30 Sep, 14 | 80.98% | 1.17% |
| 30 Jun, 14 | 83.07% | 1.21% |
| 31 Mar, 14 | 82.73% | 1.23% |
| 31 Dec, 13 | 81.90% | 1.21% |
| 30 Sep, 13 | 82.35% | 1.43% |
| 30 Jun, 13 | 75.94% | 11.91% |
| 31 Mar, 13 | 25.25% | 0.16% |
| 31 Dec, 12 | 126.34% | 18.83% |
| 30 Sep, 12 | 25.91% | 0.17% |
| 30 Jun, 12 | 124.63% | 28.57% |
| 31 Mar, 12 | 20.89% | 0.14% |
| 31 Dec, 11 | 120.39% | 20.37% |
| 30 Sep, 11 | 24.31% | 4.44% |
| 30 Jun, 11 | 23.40% | 2.62% |
| 31 Mar, 11 | 29.89% | 6.51% |
| 31 Dec, 10 | 21.44% | 4.36% |
| 30 Sep, 10 | 22.16% | 0.15% |
| 30 Jun, 10 | 122.11% | 29.08% |
| 31 Mar, 10 | 20.49% | 3.23% |
| 31 Dec, 09 | 25.20% | 3.41% |
| 30 Sep, 09 | 27.19% | 0.17% |
| 30 Jun, 09 | 127.68% | 23.62% |
| 31 Mar, 09 | 23.25% | 6.35% |
| 31 Dec, 08 | 19.14% | 7.50% |
| 30 Sep, 08 | 15.97% | 11.85% |
| 30 Jun, 08 | 11.61% | 7.75% |
| 31 Mar, 08 | 12.24% | 7.47% |
| 31 Dec, 07 | 12.80% | 6.93% |
| 30 Sep, 07 | 13.59% | 3.07% |
| 30 Jun, 07 | 21.04% | 21.77% |
| 31 Mar, 07 | 9.83% | 2.30% |
| 31 Dec, 06 | 20.69% | 4.66% |
| 30 Sep, 06 | 21.08% | 5.17% |
| 30 Jun, 06 | 20.18% | 6.28% |
| 31 Mar, 06 | 17.92% | 6.34% |
| 31 Dec, 05 | 16.82% | 4.70% |
| 30 Sep, 05 | 18.92% | 10.90% |
| 30 Jun, 05 | 13.17% | 6.94% |
| 31 Mar, 05 | 13.78% | 7.98% |
| 31 Dec, 04 | 13.14% | 7.06% |
| 30 Sep, 04 | 13.65% | 7.27% |
| 30 Jun, 04 | 13.70% | 10.12% |
| 31 Mar, 04 | 11.63% | 10.90% |
| 31 Dec, 03 | 10.33% | 8.14% |
| 30 Sep, 03 | 11.27% | 15.03% |
| 30 Jun, 03 | 8.66% | 7.98% |
| 31 Mar, 03 | 10.41% | 11.81% |
| 31 Dec, 02 | 9.39% | 5.37% |
| 30 Sep, 02 | 13.23% | 13.90% |
| 30 Jun, 02 | 9.75% | 5.72% |
| 31 Mar, 02 | 13.06% | 24.87% |
| 31 Dec, 01 | 7.25% | 12.08% |
| 30 Sep, 01 | 7.75% | 4.38% |
| 30 Jun, 01 | 13.29% | 12.17% |
| 31 Mar, 01 | 10.45% | 10.53% |
| 31 Dec, 00 | 9.96% | 7.47% |
| 30 Sep, 00 | 11.55% | 8.48% |
| 30 Jun, 00 | 11.67% | 54.80% |
| 31 Mar, 00 | 4.61% | 16.30% |
| 31 Dec, 99 | 5.32% | 13.07% |
| 30 Sep, 99 | 6.38% | 14.95% |
| 30 Jun, 99 | 6.53% | 15.04% |
| 31 Mar, 99 | 6.59% | 486162.50% |
| 31 Dec, 98 | 0.04% | - |
As of 30 Jun 24, American Express is held by 83.23% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 949 | -3.85% |
| 31 Mar, 24 | 987 | -5.46% |
| 31 Dec, 23 | 1,044 | 20.97% |
| 30 Sep, 23 | 863 | -0.23% |
| 30 Jun, 23 | 865 | -6.69% |
| 31 Mar, 23 | 927 | 3.34% |
| 31 Dec, 22 | 897 | 8.07% |
| 30 Sep, 22 | 830 | 2.98% |
| 30 Jun, 22 | 806 | -11.43% |
| 31 Mar, 22 | 910 | -2.78% |
| 31 Dec, 21 | 936 | 19.85% |
| 30 Sep, 21 | 781 | 2.49% |
| 30 Jun, 21 | 762 | 2.28% |
| 31 Mar, 21 | 745 | -6.52% |
| 31 Dec, 20 | 797 | 34.40% |
| 30 Sep, 20 | 593 | -19.10% |
| 30 Jun, 20 | 733 | 7.95% |
| 31 Mar, 20 | 679 | -7.62% |
| 31 Dec, 19 | 735 | 14.66% |
| 30 Sep, 19 | 641 | 4.74% |
| 30 Jun, 19 | 612 | -9.33% |
| 31 Mar, 19 | 675 | 3.85% |
| 31 Dec, 18 | 650 | 19.93% |
| 30 Sep, 18 | 542 | 1.50% |
| 30 Jun, 18 | 534 | -4.64% |
| 31 Mar, 18 | 560 | -6.82% |
| 31 Dec, 17 | 601 | 25.47% |
| 30 Sep, 17 | 479 | -1.84% |
| 30 Jun, 17 | 488 | -0.20% |
| 31 Mar, 17 | 489 | -10.44% |
| 31 Dec, 16 | 546 | 15.43% |
| 30 Sep, 16 | 473 | -2.67% |
| 30 Jun, 16 | 486 | -10.17% |
| 31 Mar, 16 | 541 | 9.29% |
| 31 Dec, 15 | 495 | -4.62% |
| 30 Sep, 15 | 519 | -7.98% |
| 30 Jun, 15 | 564 | -15.32% |
| 31 Mar, 15 | 666 | 5.88% |
| 31 Dec, 14 | 629 | 18.90% |
| 30 Sep, 14 | 529 | 7.52% |
| 30 Jun, 14 | 492 | 3.80% |
| 31 Mar, 14 | 474 | -6.69% |
| 31 Dec, 13 | 508 | 14.41% |
| 30 Sep, 13 | 444 | -43.08% |
| 30 Jun, 13 | 780 | 220.99% |
| 31 Mar, 13 | 243 | 3.40% |
| 31 Dec, 12 | 235 | 6.82% |
| 30 Sep, 12 | 220 | 7.32% |
| 30 Jun, 12 | 205 | -9.69% |
| 31 Mar, 12 | 227 | -2.99% |
| 31 Dec, 11 | 234 | 32.20% |
| 30 Sep, 11 | 177 | -5.35% |
| 30 Jun, 11 | 187 | 1.08% |
| 31 Mar, 11 | 185 | -11.90% |
| 31 Dec, 10 | 210 | 43.84% |
| 30 Sep, 10 | 146 | -1.35% |
| 30 Jun, 10 | 148 | -0.67% |
| 31 Mar, 10 | 149 | 7.97% |
| 31 Dec, 09 | 138 | -2.82% |
| 30 Sep, 09 | 142 | -7.79% |
| 30 Jun, 09 | 154 | 14.93% |
| 31 Mar, 09 | 134 | 1.52% |
| 31 Dec, 08 | 132 | -5.71% |
| 30 Sep, 08 | 140 | -13.58% |
| 30 Jun, 08 | 162 | 9.46% |
| 31 Mar, 08 | 148 | -13.95% |
| 31 Dec, 07 | 172 | 21.13% |
| 30 Sep, 07 | 142 | 2.90% |
| 30 Jun, 07 | 138 | -17.86% |
| 31 Mar, 07 | 168 | 3.70% |
| 31 Dec, 06 | 162 | 33.88% |
| 30 Sep, 06 | 121 | -8.33% |
| 30 Jun, 06 | 132 | -7.04% |
| 31 Mar, 06 | 142 | -7.79% |
| 31 Dec, 05 | 154 | 2.67% |
| 30 Sep, 05 | 150 | 12.78% |
| 30 Jun, 05 | 133 | 18.75% |
| 31 Mar, 05 | 112 | -5.08% |
| 31 Dec, 04 | 118 | 24.21% |
| 30 Sep, 04 | 95 | -2.06% |
| 30 Jun, 04 | 97 | -11.01% |
| 31 Mar, 04 | 109 | -5.22% |
| 31 Dec, 03 | 115 | 11.65% |
| 30 Sep, 03 | 103 | 21.18% |
| 30 Jun, 03 | 85 | -8.60% |
| 31 Mar, 03 | 93 | -6.06% |
| 31 Dec, 02 | 99 | 22.22% |
| 30 Sep, 02 | 81 | -13.83% |
| 30 Jun, 02 | 94 | - |
| 31 Mar, 02 | 94 | 36.23% |
| 31 Dec, 01 | 69 | -6.76% |
| 30 Sep, 01 | 74 | -14.94% |
| 30 Jun, 01 | 87 | -3.33% |
| 31 Mar, 01 | 90 | 16.88% |
| 31 Dec, 00 | 77 | 10.00% |
| 30 Sep, 00 | 70 | -34.58% |
| 30 Jun, 00 | 107 | 75.41% |
| 31 Mar, 00 | 61 | 19.61% |
| 31 Dec, 99 | 51 | -8.93% |
| 30 Sep, 99 | 56 | 12.00% |
| 30 Jun, 99 | 50 | -21.88% |
| 31 Mar, 99 | 64 | 700.00% |
| 31 Dec, 98 | 8 | - |
949 institutional shareholders have increased their position in AXP stock as of 30 Jun 24 compared to 987 in the previous quarter (a -3.85% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 880 | -1.35% |
| 31 Mar, 24 | 892 | 13.34% |
| 31 Dec, 23 | 787 | 5.21% |
| 30 Sep, 23 | 748 | -2.86% |
| 30 Jun, 23 | 770 | 5.34% |
| 31 Mar, 23 | 731 | -0.68% |
| 31 Dec, 22 | 736 | 4.69% |
| 30 Sep, 22 | 703 | -9.41% |
| 30 Jun, 22 | 776 | -3.36% |
| 31 Mar, 22 | 803 | 17.57% |
| 31 Dec, 21 | 683 | -0.58% |
| 30 Sep, 21 | 687 | -0.43% |
| 30 Jun, 21 | 690 | -3.63% |
| 31 Mar, 21 | 716 | 7.83% |
| 31 Dec, 20 | 664 | 2.31% |
| 30 Sep, 20 | 649 | 8.89% |
| 30 Jun, 20 | 596 | -6.44% |
| 31 Mar, 20 | 637 | 2.08% |
| 31 Dec, 19 | 624 | 1.46% |
| 30 Sep, 19 | 615 | -3.15% |
| 30 Jun, 19 | 635 | 4.10% |
| 31 Mar, 19 | 610 | 7.02% |
| 31 Dec, 18 | 570 | -2.90% |
| 30 Sep, 18 | 587 | 1.73% |
| 30 Jun, 18 | 577 | -3.03% |
| 31 Mar, 18 | 595 | 7.59% |
| 31 Dec, 17 | 553 | 1.47% |
| 30 Sep, 17 | 545 | 0.37% |
| 30 Jun, 17 | 543 | -2.16% |
| 31 Mar, 17 | 555 | 4.32% |
| 31 Dec, 16 | 532 | 5.14% |
| 30 Sep, 16 | 506 | -0.59% |
| 30 Jun, 16 | 509 | 3.04% |
| 31 Mar, 16 | 494 | -13.49% |
| 31 Dec, 15 | 571 | 3.82% |
| 30 Sep, 15 | 550 | 5.57% |
| 30 Jun, 15 | 521 | 8.32% |
| 31 Mar, 15 | 481 | 3.00% |
| 31 Dec, 14 | 467 | -2.30% |
| 30 Sep, 14 | 478 | -4.97% |
| 30 Jun, 14 | 503 | -7.54% |
| 31 Mar, 14 | 544 | 5.84% |
| 31 Dec, 13 | 514 | 6.86% |
| 30 Sep, 13 | 481 | 115.70% |
| 30 Jun, 13 | 223 | 19.89% |
| 31 Mar, 13 | 186 | -1.59% |
| 31 Dec, 12 | 189 | 5.00% |
| 30 Sep, 12 | 180 | -2.17% |
| 30 Jun, 12 | 184 | 17.20% |
| 31 Mar, 12 | 157 | 9.03% |
| 31 Dec, 11 | 144 | 0.70% |
| 30 Sep, 11 | 143 | -0.69% |
| 30 Jun, 11 | 144 | 17.07% |
| 31 Mar, 11 | 123 | 8.85% |
| 31 Dec, 10 | 113 | -7.38% |
| 30 Sep, 10 | 122 | 6.09% |
| 30 Jun, 10 | 115 | 1.77% |
| 31 Mar, 10 | 113 | -4.24% |
| 31 Dec, 09 | 118 | 8.26% |
| 30 Sep, 09 | 109 | 21.11% |
| 30 Jun, 09 | 90 | -7.22% |
| 31 Mar, 09 | 97 | -12.61% |
| 31 Dec, 08 | 111 | -8.26% |
| 30 Sep, 08 | 121 | 11.01% |
| 30 Jun, 08 | 109 | -15.50% |
| 31 Mar, 08 | 129 | 7.50% |
| 31 Dec, 07 | 120 | 11.11% |
| 30 Sep, 07 | 108 | -6.90% |
| 30 Jun, 07 | 116 | 28.89% |
| 31 Mar, 07 | 90 | -7.22% |
| 31 Dec, 06 | 97 | -7.62% |
| 30 Sep, 06 | 105 | -12.50% |
| 30 Jun, 06 | 120 | 11.11% |
| 31 Mar, 06 | 108 | 21.35% |
| 31 Dec, 05 | 89 | -1.11% |
| 30 Sep, 05 | 90 | 4.65% |
| 30 Jun, 05 | 86 | -14.00% |
| 31 Mar, 05 | 100 | 17.65% |
| 31 Dec, 04 | 85 | 6.25% |
| 30 Sep, 04 | 80 | 1.27% |
| 30 Jun, 04 | 79 | -21.00% |
| 31 Mar, 04 | 100 | 33.33% |
| 31 Dec, 03 | 75 | 5.63% |
| 30 Sep, 03 | 71 | -4.05% |
| 30 Jun, 03 | 74 | 32.14% |
| 31 Mar, 03 | 56 | -3.45% |
| 31 Dec, 02 | 58 | 3.57% |
| 30 Sep, 02 | 56 | -5.08% |
| 30 Jun, 02 | 59 | 34.09% |
| 31 Mar, 02 | 44 | -12.00% |
| 31 Dec, 01 | 50 | 19.05% |
| 30 Sep, 01 | 42 | 13.51% |
| 30 Jun, 01 | 37 | 2.78% |
| 31 Mar, 01 | 36 | - |
| 31 Dec, 00 | 36 | 5.88% |
| 30 Sep, 00 | 34 | 1600.00% |
| 30 Jun, 00 | 2 | -94.59% |
| 31 Mar, 00 | 37 | - |
| 31 Dec, 99 | 37 | 37.04% |
| 30 Sep, 99 | 27 | 3.85% |
| 30 Jun, 99 | 26 | 1200.00% |
| 31 Mar, 99 | 2 | - |
| 31 Dec, 98 | - | - |
880 institutional shareholders have reduced their position in AXP stock as of 30 Jun 24 compared to 892 in the previous quarter (a -1.35% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 2,302 | -2.17% | 600,087,943 | 0.19% | 83.23% | 1.21% | 949 | -3.85% | 880 | -1.35% |
| 31 Mar, 24 | 2,353 | 5.61% | 598,924,181 | -1.95% | 83.07% | 1.17% | 987 | -5.46% | 892 | 13.34% |
| 31 Dec, 23 | 2,228 | 8.79% | 610,831,440 | 1.26% | 84.25% | 1.24% | 1,044 | 20.97% | 787 | 5.21% |
| 30 Sep, 23 | 2,048 | -2.01% | 603,255,005 | -2.39% | 82.41% | 1.18% | 863 | -0.23% | 748 | -2.86% |
| 30 Jun, 23 | 2,090 | -0.52% | 618,012,813 | -0.73% | 83.52% | 1.19% | 865 | -6.69% | 770 | 5.34% |
| 31 Mar, 23 | 2,101 | 2.54% | 622,545,953 | -0.13% | 83.79% | 1.20% | 927 | 3.34% | 731 | -0.68% |
| 31 Dec, 22 | 2,049 | 4.06% | 623,366,246 | -0.86% | 83.67% | 1.18% | 897 | 8.07% | 736 | 4.69% |
| 30 Sep, 22 | 1,969 | -2.57% | 628,768,121 | -0.69% | 84.06% | 1.19% | 830 | 2.98% | 703 | -9.41% |
| 30 Jun, 22 | 2,021 | -4.85% | 633,135,977 | -1.22% | 84.19% | 1.17% | 806 | -11.43% | 776 | -3.36% |
| 31 Mar, 22 | 2,124 | 3.66% | 640,977,870 | -0.93% | 84.67% | 1.26% | 910 | -2.78% | 803 | 17.57% |
| 31 Dec, 21 | 2,049 | 5.84% | 647,010,279 | -2.14% | 82.00% | 1.16% | 936 | 19.85% | 683 | -0.58% |
| 30 Sep, 21 | 1,936 | 1.79% | 661,137,187 | -2.79% | 84.11% | 1.17% | 781 | 2.49% | 687 | -0.43% |
| 30 Jun, 21 | 1,902 | 3.65% | 680,079,701 | 0.05% | 84.90% | 1.19% | 762 | 2.28% | 690 | -3.63% |
| 31 Mar, 21 | 1,835 | 3.15% | 679,738,216 | -0.29% | 84.54% | 1.18% | 745 | -6.52% | 716 | 7.83% |
| 31 Dec, 20 | 1,779 | 9.81% | 681,705,366 | -0.28% | 84.68% | 1.17% | 797 | 34.40% | 664 | 2.31% |
| 30 Sep, 20 | 1,620 | -1.28% | 683,592,814 | -0.30% | 85.02% | 1.17% | 593 | -19.10% | 649 | 8.89% |
| 30 Jun, 20 | 1,641 | 2.88% | 685,646,993 | -0.58% | 85.28% | 1.17% | 733 | 7.95% | 596 | -6.44% |
| 31 Mar, 20 | 1,595 | -8.12% | 689,680,660 | 0.34% | 85.46% | 1.24% | 679 | -7.62% | 637 | 2.08% |
| 31 Dec, 19 | 1,736 | 5.79% | 687,353,845 | -1.25% | 83.01% | 1.17% | 735 | 14.66% | 624 | 1.46% |
| 30 Sep, 19 | 1,641 | - | 696,041,375 | -1.69% | 84.37% | 1.17% | 641 | 4.74% | 615 | -3.15% |
| 30 Jun, 19 | 1,641 | -0.24% | 707,985,073 | -0.18% | 84.89% | 1.19% | 612 | -9.33% | 635 | 4.10% |
| 31 Mar, 19 | 1,645 | 4.25% | 709,243,699 | -1.40% | 84.33% | 1.19% | 675 | 3.85% | 610 | 7.02% |
| 31 Dec, 18 | 1,578 | 4.64% | 719,279,886 | 0.09% | 84.03% | 1.20% | 650 | 19.93% | 570 | -2.90% |
| 30 Sep, 18 | 1,508 | 1.28% | 718,627,192 | -0.83% | 83.76% | 1.18% | 542 | 1.50% | 587 | 1.73% |
| 30 Jun, 18 | 1,489 | -0.20% | 724,647,605 | 0.32% | 84.26% | 1.19% | 534 | -4.64% | 577 | -3.03% |
| 31 Mar, 18 | 1,492 | 0.54% | 722,358,218 | -0.83% | 84.09% | 1.24% | 560 | -6.82% | 595 | 7.59% |
| 31 Dec, 17 | 1,484 | 9.60% | 728,433,495 | -0.97% | 82.50% | 1.18% | 601 | 25.47% | 553 | 1.47% |
| 30 Sep, 17 | 1,354 | 2.03% | 735,554,781 | -0.88% | 83.78% | 1.21% | 479 | -1.84% | 545 | 0.37% |
| 30 Jun, 17 | 1,327 | 0.99% | 742,054,232 | -0.76% | 83.38% | 1.21% | 488 | -0.20% | 543 | -2.16% |
| 31 Mar, 17 | 1,314 | -0.38% | 747,714,705 | -0.86% | 83.17% | 1.21% | 489 | -10.44% | 555 | 4.32% |
| 31 Dec, 16 | 1,319 | 5.02% | 754,216,276 | -1.16% | 82.88% | 1.20% | 546 | 15.43% | 532 | 5.14% |
| 30 Sep, 16 | 1,256 | 0.56% | 763,105,342 | -1.09% | 82.95% | 1.23% | 473 | -2.67% | 506 | -0.59% |
| 30 Jun, 16 | 1,249 | -1.19% | 771,518,599 | -4.42% | 82.25% | 1.17% | 486 | -10.17% | 509 | 3.04% |
| 31 Mar, 16 | 1,264 | -5.74% | 807,208,754 | 0.18% | 84.00% | 1.29% | 541 | 9.29% | 494 | -13.49% |
| 31 Dec, 15 | 1,341 | - | 805,772,809 | -2.66% | 80.66% | 1.16% | 495 | -4.62% | 571 | 3.82% |
| 30 Sep, 15 | 1,341 | -0.74% | 827,760,264 | 1.07% | 83.28% | 1.26% | 519 | -7.98% | 550 | 5.57% |
| 30 Jun, 15 | 1,351 | -1.39% | 819,006,408 | -6.39% | 81.17% | 1.10% | 564 | -15.32% | 521 | 8.32% |
| 31 Mar, 15 | 1,370 | 0.07% | 874,878,924 | 2.65% | 85.86% | 1.29% | 666 | 5.88% | 481 | 3.00% |
| 31 Dec, 14 | 1,369 | 6.29% | 852,314,764 | 1.11% | 81.56% | 1.24% | 629 | 18.90% | 467 | -2.30% |
| 30 Sep, 14 | 1,288 | 1.50% | 842,953,737 | -3.54% | 80.98% | 1.17% | 529 | 7.52% | 478 | -4.97% |
| 30 Jun, 14 | 1,269 | 0.08% | 873,878,925 | -0.35% | 83.07% | 1.21% | 492 | 3.80% | 503 | -7.54% |
| 31 Mar, 14 | 1,268 | 1.85% | 876,945,723 | -1.03% | 82.73% | 1.23% | 474 | -6.69% | 544 | 5.84% |
| 31 Dec, 13 | 1,245 | 8.17% | 886,110,210 | 0.18% | 81.90% | 1.21% | 508 | 14.41% | 514 | 6.86% |
| 30 Sep, 13 | 1,151 | 2.49% | 884,482,237 | 6.85% | 82.35% | 1.43% | 444 | -43.08% | 481 | 115.70% |
| 30 Jun, 13 | 1,123 | 119.34% | 827,781,296 | 198.26% | 75.94% | 11.91% | 780 | 220.99% | 223 | 19.89% |
| 31 Mar, 13 | 512 | 1.99% | 277,538,542 | -80.21% | 25.25% | 0.16% | 243 | 3.40% | 186 | -1.59% |
| 31 Dec, 12 | 502 | 5.24% | 1,402,427,051 | 380.77% | 126.34% | 18.83% | 235 | 6.82% | 189 | 5.00% |
| 30 Sep, 12 | 477 | 3.25% | 291,702,179 | -79.56% | 25.91% | 0.17% | 220 | 7.32% | 180 | -2.17% |
| 30 Jun, 12 | 462 | 1.99% | 1,426,976,385 | 488.95% | 124.63% | 28.57% | 205 | -9.69% | 184 | 17.20% |
| 31 Mar, 12 | 453 | 0.22% | 242,289,787 | -82.65% | 20.89% | 0.14% | 227 | -2.99% | 157 | 9.03% |
| 31 Dec, 11 | 452 | 15.60% | 1,396,542,692 | 388.87% | 120.39% | 20.37% | 234 | 32.20% | 144 | 0.70% |
| 30 Sep, 11 | 391 | -0.51% | 285,664,715 | 2.58% | 24.31% | 4.44% | 177 | -5.35% | 143 | -0.69% |
| 30 Jun, 11 | 393 | 6.79% | 278,492,425 | -21.84% | 23.40% | 2.62% | 187 | 1.08% | 144 | 17.07% |
| 31 Mar, 11 | 368 | 0.55% | 356,288,428 | 39.91% | 29.89% | 6.51% | 185 | -11.90% | 123 | 8.85% |
| 31 Dec, 10 | 366 | 13.31% | 254,656,332 | -3.68% | 21.44% | 4.36% | 210 | 43.84% | 113 | -7.38% |
| 30 Sep, 10 | 323 | 5.90% | 264,396,343 | -81.73% | 22.16% | 0.15% | 146 | -1.35% | 122 | 6.09% |
| 30 Jun, 10 | 305 | - | 1,446,964,383 | 495.84% | 122.11% | 29.08% | 148 | -0.67% | 115 | 1.77% |
| 31 Mar, 10 | 305 | 5.54% | 242,842,703 | -17.51% | 20.49% | 3.23% | 149 | 7.97% | 113 | -4.24% |
| 31 Dec, 09 | 289 | -1.37% | 294,374,689 | -8.08% | 25.20% | 3.41% | 138 | -2.82% | 118 | 8.26% |
| 30 Sep, 09 | 293 | 2.81% | 320,243,945 | -78.41% | 27.19% | 0.17% | 142 | -7.79% | 109 | 21.11% |
| 30 Jun, 09 | 285 | 10.47% | 1,483,593,259 | 452.00% | 127.68% | 23.62% | 154 | 14.93% | 90 | -7.22% |
| 31 Mar, 09 | 258 | -4.44% | 268,765,795 | 21.71% | 23.25% | 6.35% | 134 | 1.52% | 97 | -12.61% |
| 31 Dec, 08 | 270 | -7.85% | 220,832,818 | 19.80% | 19.14% | 7.50% | 132 | -5.71% | 111 | -8.26% |
| 30 Sep, 08 | 293 | -4.56% | 184,339,056 | 37.59% | 15.97% | 11.85% | 140 | -13.58% | 121 | 11.01% |
| 30 Jun, 08 | 307 | -3.76% | 133,974,618 | -5.04% | 11.61% | 7.75% | 162 | 9.46% | 109 | -15.50% |
| 31 Mar, 08 | 319 | -2.74% | 141,083,192 | -4.41% | 12.24% | 7.47% | 148 | -13.95% | 129 | 7.50% |
| 31 Dec, 07 | 328 | 10.81% | 147,596,794 | -7.17% | 12.80% | 6.93% | 172 | 21.13% | 120 | 11.11% |
| 30 Sep, 07 | 296 | -1.00% | 159,002,347 | -35.89% | 13.59% | 3.07% | 142 | 2.90% | 108 | -6.90% |
| 30 Jun, 07 | 299 | -1.64% | 248,033,937 | 112.58% | 21.04% | 21.77% | 138 | -17.86% | 116 | 28.89% |
| 31 Mar, 07 | 304 | 1.67% | 116,679,802 | -53.47% | 9.83% | 2.30% | 168 | 3.70% | 90 | -7.22% |
| 31 Dec, 06 | 299 | 13.69% | 250,739,712 | -1.03% | 20.69% | 4.66% | 162 | 33.88% | 97 | -7.62% |
| 30 Sep, 06 | 263 | -3.66% | 253,339,837 | 3.13% | 21.08% | 5.17% | 121 | -8.33% | 105 | -12.50% |
| 30 Jun, 06 | 273 | -4.21% | 245,639,156 | 11.23% | 20.18% | 6.28% | 132 | -7.04% | 120 | 11.11% |
| 31 Mar, 06 | 285 | 2.52% | 220,829,719 | 6.51% | 17.92% | 6.34% | 142 | -7.79% | 108 | 21.35% |
| 31 Dec, 05 | 278 | 0.72% | 207,335,042 | -10.82% | 16.82% | 4.70% | 154 | 2.67% | 89 | -1.11% |
| 30 Sep, 05 | 276 | 5.34% | 232,490,905 | 43.37% | 18.92% | 10.90% | 150 | 12.78% | 90 | 4.65% |
| 30 Jun, 05 | 262 | 8.71% | 162,158,619 | -5.02% | 13.17% | 6.94% | 133 | 18.75% | 86 | -14.00% |
| 31 Mar, 05 | 241 | 6.64% | 170,720,539 | 3.18% | 13.78% | 7.98% | 112 | -5.08% | 100 | 17.65% |
| 31 Dec, 04 | 226 | 10.24% | 165,463,429 | -3.09% | 13.14% | 7.06% | 118 | 24.21% | 85 | 6.25% |
| 30 Sep, 04 | 205 | 1.49% | 170,737,389 | -1.33% | 13.65% | 7.27% | 95 | -2.06% | 80 | 1.27% |
| 30 Jun, 04 | 202 | -11.01% | 173,039,368 | 16.48% | 13.70% | 10.12% | 97 | -11.01% | 79 | -21.00% |
| 31 Mar, 04 | 227 | 5.09% | 148,559,923 | 12.60% | 11.63% | 10.90% | 109 | -5.22% | 100 | 33.33% |
| 31 Dec, 03 | 216 | 8.00% | 131,939,665 | -8.36% | 10.33% | 8.14% | 115 | 11.65% | 75 | 5.63% |
| 30 Sep, 03 | 200 | 11.73% | 143,973,728 | 29.61% | 11.27% | 15.03% | 103 | 21.18% | 71 | -4.05% |
| 30 Jun, 03 | 179 | 4.68% | 111,085,081 | -17.76% | 8.66% | 7.98% | 85 | -8.60% | 74 | 32.14% |
| 31 Mar, 03 | 171 | -3.93% | 135,072,056 | 8.99% | 10.41% | 11.81% | 93 | -6.06% | 56 | -3.45% |
| 31 Dec, 02 | 178 | 9.20% | 123,932,589 | -29.18% | 9.39% | 5.37% | 99 | 22.22% | 58 | 3.57% |
| 30 Sep, 02 | 163 | -6.86% | 174,984,845 | 35.40% | 13.23% | 13.90% | 81 | -13.83% | 56 | -5.08% |
| 30 Jun, 02 | 175 | 10.76% | 129,237,046 | -25.32% | 9.75% | 5.72% | 94 | - | 59 | 34.09% |
| 31 Mar, 02 | 158 | 19.70% | 173,058,065 | 80.24% | 13.06% | 24.87% | 94 | 36.23% | 44 | -12.00% |
| 31 Dec, 01 | 132 | 3.94% | 96,014,475 | -6.37% | 7.25% | 12.08% | 69 | -6.76% | 50 | 19.05% |
| 30 Sep, 01 | 127 | -6.62% | 102,544,640 | -41.60% | 7.75% | 4.38% | 74 | -14.94% | 42 | 13.51% |
| 30 Jun, 01 | 136 | 0.74% | 175,604,609 | 27.00% | 13.29% | 12.17% | 87 | -3.33% | 37 | 2.78% |
| 31 Mar, 01 | 135 | 7.14% | 138,271,450 | 4.58% | 10.45% | 10.53% | 90 | 16.88% | 36 | - |
| 31 Dec, 00 | 126 | 5.00% | 132,218,779 | -13.63% | 9.96% | 7.47% | 77 | 10.00% | 36 | 5.88% |
| 30 Sep, 00 | 120 | 8.11% | 153,090,511 | -1.21% | 11.55% | 8.48% | 70 | -34.58% | 34 | 1600.00% |
| 30 Jun, 00 | 111 | 8.82% | 154,971,635 | 152.32% | 11.67% | 54.80% | 107 | 75.41% | 2 | -94.59% |
| 31 Mar, 00 | 102 | 6.25% | 61,418,694 | -13.28% | 4.61% | 16.30% | 61 | 19.61% | 37 | - |
| 31 Dec, 99 | 96 | -1.03% | 70,825,295 | -17.13% | 5.32% | 13.07% | 51 | -8.93% | 37 | 37.04% |
| 30 Sep, 99 | 97 | 8.99% | 85,465,400 | -2.63% | 6.38% | 14.95% | 56 | 12.00% | 27 | 3.85% |
| 30 Jun, 99 | 89 | 30.88% | 87,777,665 | -0.93% | 6.53% | 15.04% | 50 | -21.88% | 26 | 1200.00% |
| 31 Mar, 99 | 68 | 750.00% | 88,603,724 | 17560.17% | 6.59% | 486162.50% | 64 | 700.00% | 2 | - |
| 31 Dec, 98 | 8 | - | 501,715 | - | 0.04% | - | 8 | - | - | - |
American Express Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of American Express's stock was made by Buckminster Douglas E. on Jun 17 2024, selling 1,102 shares at - per share (valued at -).
American Express Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 33 | 22 | 150.00% |
| Q1 2024 | 41 | 36 | 113.89% |
| Q4 2023 | 11 | 4 | 275.00% |
| Q3 2023 | 10 | 4 | 250.00% |
| Q2 2023 | 23 | 3 | 766.67% |
| Q1 2023 | 39 | 29 | 134.48% |
| Q4 2022 | 18 | 9 | 200.00% |
| Q3 2022 | 12 | - | - |
| Q2 2022 | 25 | 2 | 1250.00% |
| Q1 2022 | 68 | 71 | 95.77% |
| Q4 2021 | 14 | 6 | 233.33% |
| Q3 2021 | 13 | 12 | 108.33% |
| Q2 2021 | 45 | 21 | 214.29% |
| Q1 2021 | 38 | 40 | 95.00% |
| Q4 2020 | 14 | 7 | 200.00% |
| Q3 2020 | 7 | 1 | 700.00% |
| Q2 2020 | 27 | 3 | 900.00% |
| Q1 2020 | 28 | 29 | 96.55% |
| Q4 2019 | 7 | 6 | 116.67% |
| Q3 2019 | 9 | 10 | 90.00% |
33 total buy trades, and 22 total sell trades (buy/sell ratio of 1.50%) were made by American Express's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 10 | - |
| Q1 2024 | - | 12 | - |
| Q4 2023 | 1 | 2 | 50.00% |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 8 | - |
| Q4 2022 | 1 | 1 | 100.00% |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 2 | - |
| Q1 2022 | - | 30 | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | 11 | - |
| Q2 2021 | - | 6 | - |
| Q1 2021 | - | 10 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 1 | 12 | 8.33% |
| Q4 2019 | - | 5 | - |
| Q3 2019 | - | 7 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 10 open market sell trades of American Express's stocks.
AXP Ownership FAQ
Who Owns American Express?
American Express is owned by institutional shareholders (83.23%), insiders (21.44%), and public (-4.67%). The largest institutional shareholder of American Express is BERKSHIRE HATHAWAY INC (21.03% of total shares) and the top mutual fund owner is PARNASSUS INCOME FUNDS (57.61% of total shares).
Who are the major institutional shareholders of American Express?
American Express's major institutional shareholders are BERKSHIRE HATHAWAY INC, VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 39.82% of the company's share outstanding.
How many American Express shareholders are there?
As of Jun 2024, there are 2,302 institutional shareholders of American Express.
What percentage of American Express is owned by BERKSHIRE HATHAWAY INC?
BERKSHIRE HATHAWAY INC owns 151.61M shares of American Express, representing 21.03% of the company's total shares outstanding, valued at $35.11B (as of Jun 2024).
What percentage of American Express is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 45.2M shares of American Express (AXP), compromising 6.27% of the company, valued at $10.47B.
What percentage of American Express is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of American Express. The company owns 41.9M of the company's shares outstanding (worth $9.7B).