American Express Company Ownership | Who Owns American Express Company?
American Express Company Ownership Summary
American Express Company 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 2.23% of its assets in American Express Company shares.
AXP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Express Company | 81.88% | 21.64% | -3.52% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Credit Services Stocks | 49.87% | 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 | 18.52% | $48.63M |
| Rothschild & co wealth management uk | 3.58M | 14.12% | $828.97M |
| Global frontier investments | 197.22K | 13.63% | $45.66M |
| Berkshire hathaway | 151.61M | 12.54% | $35.11B |
| Timucuan asset management inc/fl | 989.12K | 7.87% | $229.03M |
| Maj invest | 1.04M | 6.67% | $239.83M |
| 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 |
|---|---|
| Frg family wealth advisors | -1.00 |
| Tfo-tdc | -5.00 |
| Financial gravity asset management | -6.00 |
| Strengthening families & communities | -8.00 |
| Redwood wealth management group | -9.00 |
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 | 15.70M | 2.23% | -54.87K |
| Vanguard Institutional 500 Index Trust | 14.88M | 2.11% | 173.39K |
| Fidelity 500 Index | 6.90M | 0.98% | -96.70K |
| SPDR® S&P 500® ETF Trust | 6.81M | 0.97% | -5.18K |
| iShares Core S&P 500 ETF | 6.25M | 0.89% | 9.63K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.54M | 0.79% | 3.28K |
| MFS Large Cap Value Equity | 5.01M | 0.71% | -110.83K |
| MFS Value A | 4.98M | 0.71% | -33.29K |
| Vanguard Value Index Inv | 4.22M | 0.60% | 12.99K |
| The Financial Select Sector SPDR® ETF | 3.89M | 0.55% | 8.48K |
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 |
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